Market Cap
$48.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 31, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Aug 13, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 7, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 5, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 28, 2026 | UBS | INITIATE | Buy | 55% |
| Jul 6, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| May 11, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 7 | 9 | 0 | 0 | 57% | |
| Aug 1, 2026 | 5 | 5 | 11 | 0 | 0 | 48% | |
| Jul 1, 2026 | 5 | 4 | 12 | 0 | 0 | 43% | |
| Jun 1, 2026 | 5 | 4 | 12 | 0 | 0 | 43% | |
| May 1, 2026 | 5 | 5 | 11 | 0 | 0 | 48% | |
| Apr 1, 2026 | 5 | 4 | 11 | 0 | 0 | 45% | |
| Mar 1, 2026 | 5 | 4 | 11 | 0 | 0 | 45% | |
| Feb 1, 2026 | 4 | 3 | 11 | 0 | 0 | 39% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.07 | $4.03–$4.11 | 2.7% | +0.0% | 3↑ 7↓ | $5.1B | 11 |
| Next Q | $2.74 | $2.60–$3.01 | -5.8% | +0.4% | 0↑ 7↓ | $4.6B | 9 |
| Current FY | $12.62 | $12.00–$12.70 | -12.3% | +0.0% | 11↑ 0↓ | $19.3B | 14 |
| Next FY | $13.30 | $13.05–$14.05 | 5.4% | +0.1% | 1↑ 9↓ | $19.7B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.065 | — |
| 7d ago | $4.065 | — |
| 30d ago | $4.065 | — |
| 60d ago | $4.090 | -0.024 |
| 90d ago | $4.075 | -0.010 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 24,592,166 | $3.7B | 12.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 17,987,834 | $2.7B | 9.0% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8,650,967 | $2.5B | 8.2% | — |
| STATE STREET CORP | 15,000,064 | $2.3B | 7.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,974,136 | $2.3B | 7.5% | — |
| First Eagle Investment Management, LLC | 13,815,335 | $2.1B | 6.9% | — |
| Invesco Ltd. | 8,898,488 | $1.3B | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 8,141,586 | $1.2B | 4.1% | — |
| FRANKLIN RESOURCES INC | 7,011,592 | $1.1B | 3.5% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 6,357,986 | $962.2M | 3.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 4,169,523 | — | $631.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 1,002,375 | 2,544,118 | +153.8% | $385.0M |
| GOLDMAN SACHS GROUP INC | TRIM | 2,482,108 | 1,758,921 | -29.1% | $266.2M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 41,271 | 1,433,406 | +3373.2% | $216.9M |
| BARCLAYS PLC | ADD | 793,994 | 1,267,104 | +59.6% | $191.8M |
| NORDEA INVESTMENT MANAGEMENT AB | TRIM | 2,435,206 | 789,490 | -67.6% | $119.0M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | ADD | 508,249 | 691,797 | +36.1% | $104.7M |
| BANK OF MONTREAL /CAN/ | ADD | 398,623 | 517,141 | +29.7% | $78.3M |
| AMERIPRISE FINANCIAL INC | ADD | 271,657 | 460,368 | +69.5% | $69.7M |
| FMR LLC | TRIM | 1,086,716 | 459,929 | -57.7% | $69.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Feld Michael | EVP, Chief Revenue Officer | SELL | 76 | $183.70 | $14.0K |
| Sep 2, 2026 | Roque Vitor | EVP & Chief Financial Officer | TAX W/H | 190 | — | — |
| Aug 26, 2026 | Feld Michael | EVP, Chief Revenue Officer | SELL | 165 | $188.49 | $31.1K |
| Aug 20, 2026 | Feld Michael | EVP, Chief Revenue Officer | TAX W/H | 1,049 | — | — |
| Aug 13, 2026 | Polen Thomas E Jr | Chairman, CEO and President | EXERCISE | 43,278 | $167.25 | $7.2M |
| Aug 13, 2026 | Polen Thomas E Jr | Chairman, CEO and President | SELL | 4,152 | $185.00 | $768.1K |
| Aug 13, 2026 | Polen Thomas E Jr | Chairman, CEO and President | D | 39,126 | $185.00 | $7.2M |
| Aug 11, 2026 | Goette Roland | EVP and President, EMEA | SELL | 2,438 | $180.84 | $440.9K |
| Aug 6, 2026 | Byington Carrie L | Director | AWARD | 94 | $165.62 | $15.6K |
| Aug 6, 2026 | Huffines Robert Luther | Director | AWARD | 189 | $165.62 | $31.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 21, 2026 | Thomas Kean Jr | R | HOUSE | SELL | $1,001 - $15,000 | Becton Dickinson and Co | Jun 19, 2026(30d) |
| Mar 17, 2026 | Kevin Hern | R | HOUSE | SELL | $15,001 - $50,000 | Becton Dickinson and Co | Apr 6, 2026(21d) |