Market Cap
$384.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Oct 1, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 17, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 15, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Jul 15, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 15, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 15, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 15, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 17 | 6 | 0 | 0 | 79% | |
| Aug 1, 2026 | 6 | 17 | 6 | 0 | 0 | 79% | |
| Jul 1, 2026 | 6 | 17 | 6 | 0 | 0 | 79% | |
| Jun 1, 2026 | 7 | 17 | 5 | 0 | 0 | 83% | |
| May 1, 2026 | 7 | 18 | 5 | 0 | 0 | 83% | |
| Apr 1, 2026 | 6 | 20 | 5 | 0 | 0 | 84% | |
| Mar 1, 2026 | 5 | 19 | 6 | 0 | 0 | 80% | |
| Feb 1, 2026 | 5 | 19 | 6 | 0 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.14 | $1.01–$1.25 | 7.2% | -5.0% | 0↑ 1↓ | $30.9B | 17 |
| Next Q | $1.15 | $1.08–$1.19 | 17.1% | -1.1% | 0↑ 1↓ | $30.6B | 16 |
| Current FY | $4.61 | $4.40–$4.96 | 20.9% | -1.6% | 0↑ 1↓ | $123.6B | 19 |
| Next FY | $5.25 | $5.00–$5.59 | 13.9% | -0.9% | 0↑ 1↓ | $130.0B | 19 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.136 | — |
| 7d ago | $1.172 | -0.036 |
| 30d ago | $1.196 | -0.060 |
| 60d ago | $1.191 | -0.055 |
| 90d ago | $1.136 | +0.000 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 545,683,702 | $31.1B | 13.6% | — |
| BERKSHIRE HATHAWAY INC | 483,394,015 | $27.5B | 12.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 421,828,996 | $24.0B | 10.5% | — |
| STATE STREET CORP | 299,782,707 | $17.1B | 7.5% | — |
| FMR LLC | 189,182,396 | $10.8B | 4.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 172,341,501 | $9.8B | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 157,607,251 | $8.9B | 3.9% | — |
| JPMORGAN CHASE & CO | 131,583,164 | $7.6B | 3.3% | — |
| Capital World Investors | 115,849,982 | $6.6B | 2.9% | — |
| MORGAN STANLEY | 114,601,311 | $6.5B | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 83,794,863 | — | $4.8B |
| CITIGROUP INC | TRIM | 39,987,658 | 17,414,489 | -56.5% | $992.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 10,881,052 | 16,638,101 | +52.9% | $948.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 9,833,307 | 15,187,077 | +54.4% | $884.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | ADD | 11,822,490 | 14,930,048 | +26.3% | $850.7M |
| MARSHALL WACE, LLP | DOUBLED | 1,830,832 | 12,483,467 | +581.8% | $711.3M |
| Robeco Institutional Asset Management B.V. | ADD | 5,746,454 | 7,197,179 | +25.2% | $410.1M |
| NATIONAL BANK OF CANADA /FI/ | TRIM | 10,049,780 | 6,840,690 | -31.9% | $389.7M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | TRIM | 10,168,215 | 6,355,597 | -37.5% | $362.1M |
| PANAGORA ASSET MANAGEMENT INC | ADD | 4,302,305 | 6,070,391 | +41.1% | $345.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | EXERCISE | 18,082 | — | — |
| Sep 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | D | 18,082 | $59.52 | $1.1M |
| Aug 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | D | 18,083 | $64.49 | $1.2M |
| Aug 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | EXERCISE | 18,083 | — | — |
| Jul 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | EXERCISE | 18,083 | — | — |
| Jul 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | D | 18,083 | $61.59 | $1.1M |
| Jun 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | D | 18,083 | $55.87 | $1.0M |
| Jun 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | EXERCISE | 18,083 | — | — |
| May 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | EXERCISE | 18,083 | — | — |
| May 15, 2026 | MOYNIHAN BRIAN T | Chair and CEO | D | 18,083 | $49.77 | $900.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | Bank of America Corp | Aug 12, 2026(37d) |
| Jun 2, 2026 | Laurel Lee | R | HOUSE | SELL | $1,001 - $15,000 | Bank of America Corp | Jul 20, 2026(49d) |
| Feb 7, 2025 | Tim Walberg | R | HOUSE | BUY | $15,001 - $50,000 | Bank of America Corp | Jun 4, 2026(483d) |