Market Cap
$122.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 24, 2026 | BTIG | REITERATE | Buy | 53% |
| Sep 1, 2026 | Rosenblatt | INITIATE | Buy | 54% |
| Aug 27, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 24, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 10, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 5, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 13 | 26 | 8 | 0 | 0 | 83% | |
| Aug 1, 2026 | 13 | 25 | 8 | 0 | 0 | 83% | |
| Jul 1, 2026 | 13 | 25 | 8 | 0 | 0 | 83% | |
| Jun 1, 2026 | 12 | 26 | 8 | 0 | 0 | 83% | |
| May 1, 2026 | 12 | 26 | 8 | 0 | 0 | 83% | |
| Apr 1, 2026 | 11 | 26 | 8 | 0 | 0 | 82% | |
| Mar 1, 2026 | 11 | 26 | 8 | 0 | 0 | 82% | |
| Feb 1, 2026 | 9 | 26 | 10 | 0 | 0 | 78% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.49 | $4.27–$4.69 | 12.8% | -0.1% | 9↑ 12↓ | $9.5B | 26 |
| Next Q | $2.31 | $2.11–$2.51 | 18.3% | +0.0% | 8↑ 14↓ | $6.8B | 26 |
| Current FY | $10.45 | $10.15–$10.80 | 14.5% | -0.0% | 13↑ 13↓ | $29.3B | 33 |
| Next FY | $12.37 | $11.42–$13.25 | 18.4% | -0.1% | 14↑ 12↓ | $32.0B | 33 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.488 | — |
| 7d ago | $4.488 | +0.000 |
| 30d ago | $4.491 | -0.004 |
| 60d ago | $4.531 | -0.043 |
| 90d ago | $4.550 | -0.062 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 65,340,562 | $11.6B | 11.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 50,606,248 | $9.0B | 9.1% | DOUBLED +2337.2% |
| ALLIANCEBERNSTEIN L.P. | 1,843,531 | $7.8B | 7.8% | DOUBLED +2305.7% |
| STATE STREET CORP | 35,038,703 | $6.2B | 6.3% | DOUBLED +2366.1% |
| Invesco Ltd. | 25,735,059 | $4.6B | 4.6% | — |
| DODGE & COX | 25,536,950 | $4.6B | 4.6% | DOUBLED +2460.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 21,923,074 | $3.9B | 3.9% | DOUBLED +2360.1% |
| Capital World Investors | 20,614,112 | $3.7B | 3.7% | DOUBLED +2580.1% |
| JPMORGAN CHASE & CO | 18,836,495 | $3.4B | 3.5% | DOUBLED +1660.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,456,785 | $2.6B | 2.6% | DOUBLED +2352.8% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | DOUBLED | 2,076,436 | 50,606,248 | +2337.2% | $9.0B |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 76,632 | 1,843,531 | +2305.7% | $7.8B |
| STATE STREET CORP | DOUBLED | 1,420,796 | 35,038,703 | +2366.1% | $6.2B |
| DODGE & COX | DOUBLED | 997,498 | 25,536,950 | +2460.1% | $4.6B |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 891,139 | 21,923,074 | +2360.1% | $3.9B |
| Capital World Investors | DOUBLED | 769,161 | 20,614,112 | +2580.1% | $3.7B |
| JPMORGAN CHASE & CO | DOUBLED | 1,070,206 | 18,836,495 | +1660.1% | $3.4B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | 589,389 | 14,456,785 | +2352.8% | $2.6B |
| NORGES BANK | NEW | — | 12,434,096 | — | $2.2B |
| MORGAN STANLEY | DOUBLED | 537,501 | 12,302,518 | +2188.8% | $2.2B |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Pisano Paulo | CHIEF HUMAN RESOURCES OFFICER | SELL | 1,500 | $173.02 | $259.5K |
| Sep 1, 2026 | MYLOD ROBERT J JR | Director | SELL | 1,000 | $200.00 | $200.0K |
| Aug 31, 2026 | Pisano Paulo | CHIEF HUMAN RESOURCES OFFICER | SELL | 3,000 | $203.48 | $610.4K |
| Aug 17, 2026 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | SELL | 8,660 | $208.05 | $1.8M |
| Aug 17, 2026 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | SELL | 3,632 | $211.03 | $766.5K |
| Aug 17, 2026 | WITTMAN VANESSA AMES | Director | SELL | 375 | $211.00 | $79.1K |
| Aug 17, 2026 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | SELL | 5,174 | $210.00 | $1.1M |
| Aug 17, 2026 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | SELL | 5,019 | $208.73 | $1.0M |
| Aug 17, 2026 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | SELL | 12,333 | $205.76 | $2.5M |
| Aug 17, 2026 | MILLONES PETER J | EXECUTIVE VP, GENERAL COUNSEL | SELL | 390 | $212.88 | $83.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Booking Holdings Inc | Aug 12, 2026(37d) |
| Jun 1, 2026 | Josh Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | Booking Holdings Inc | Jul 8, 2026(38d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Booking Holdings Inc | May 11, 2026(28d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Booking Holdings Inc | Apr 8, 2026(27d) |
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Booking Holdings Inc | Mar 10, 2026(29d) |