Market Cap
$81.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 18, 2025 | Citigroup | DOWNGRADE | Neutral | 55% |
| Oct 26, 2023 | B of A Securities | DOWNGRADE | Underperform | 54% |
| Sep 26, 2023 | Morgan Stanley | UPGRADE | Overweight | 55% |
| Dec 6, 2022 | JP Morgan | UPGRADE | Overweight | 55% |
| Mar 29, 2022 | JP Morgan | DOWNGRADE | Neutral | 55% |
| Jan 28, 2022 | B of A Securities | DOWNGRADE | Neutral | 54% |
| Sep 30, 2021 | Redburn Partners | UPGRADE | Buy | — |
| Mar 16, 2021 | Credit Suisse | UPGRADE | Outperform | — |
| Mar 12, 2021 | Goldman Sachs | UPGRADE | Buy | 54% |
| Jul 10, 2020 | Investec | UPGRADE | Buy | — |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 15 | 4 | 0 | 0 | 83% | |
| Aug 1, 2026 | 4 | 15 | 4 | 0 | 0 | 83% | |
| Jul 1, 2026 | 4 | 15 | 4 | 0 | 0 | 83% | |
| Jun 1, 2026 | 5 | 13 | 4 | 0 | 0 | 82% | |
| May 1, 2026 | 5 | 14 | 4 | 0 | 0 | 83% | |
| Apr 1, 2026 | 5 | 14 | 4 | 0 | 0 | 83% | |
| Mar 1, 2026 | 4 | 15 | 4 | 0 | 0 | 83% | |
| Feb 1, 2026 | 4 | 14 | 4 | 1 | 0 | 78% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.71 | $0.71–$0.71 | 27.5% | +1.1% | 1↑ 0↓ | $7.6B | 1 |
| Next Q | $0.54 | $0.54–$0.54 | 11.2% | +0.3% | 1↑ 0↓ | $7.4B | 1 |
| Current FY | $2.81 | $2.71–$2.92 | 16.9% | -0.1% | 1↑ 0↓ | $31.5B | 2 |
| Next FY | $3.34 | $3.25–$3.42 | 18.6% | -2.4% | 0↑ 1↓ | $32.9B | 2 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.709 | — |
| 7d ago | $0.701 | +0.008 |
| 30d ago | $0.701 | +0.008 |
| 60d ago | $0.741 | -0.032 |
| 90d ago | $0.725 | -0.016 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Fisher Asset Management, LLC | 93,904,423 | $2.5B | 40.1% | — |
| MORGAN STANLEY | 15,259,089 | $409.9M | 6.5% | ADD +32.3% |
| NORGES BANK | 11,250,000 | $302.2M | 4.8% | NEW |
| FMR LLC | 9,748,660 | $261.8M | 4.2% | — |
| BANK OF AMERICA CORP /DE/ | 8,000,077 | $214.9M | 3.4% | — |
| GOLDMAN SACHS GROUP INC | 7,738,779 | $207.9M | 3.3% | — |
| AMERIPRISE FINANCIAL INC | 7,589,769 | $205.7M | 3.3% | — |
| JONES FINANCIAL COMPANIES LLLP | 6,994,045 | $186.9M | 3.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 6,463,188 | $173.6M | 2.8% | — |
| ROYAL BANK OF CANADA | 5,102,318 | $137.0M | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 11,533,737 | 15,259,089 | +32.3% | $409.9M |
| NORGES BANK | NEW | — | 11,250,000 | — | $302.2M |
| Clark Capital Management Group, Inc. | ADD | 2,098,152 | 3,177,495 | +51.4% | $85.3M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 4,592,375 | 2,970,106 | -35.3% | $79.8M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 564,954 | 2,587,965 | +358.1% | $69.5M |
| JPMORGAN CHASE & CO | ADD | 1,078,132 | 1,910,613 | +77.2% | $51.3M |
| CAPITAL FUND MANAGEMENT S.A. | ADD | 1,046,296 | 1,413,268 | +35.1% | $38.0M |
| JANE STREET GROUP, LLC | TRIM | 3,706,270 | 1,326,688 | -64.2% | $35.6M |
| CITADEL ADVISORS LLC | TRIM | 2,095,544 | 1,141,147 | -45.5% | $30.7M |
| Optiver Holding B.V. | NEW | — | 1,127,612 | — | $30.3M |