Market Cap
$98.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 25, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 4, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 22, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Jul 20, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 20, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 20, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 16, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 16, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 11 | 7 | 0 | 0 | 67% | |
| Aug 1, 2026 | 3 | 11 | 7 | 0 | 0 | 67% | |
| Jul 1, 2026 | 3 | 11 | 7 | 0 | 0 | 67% | |
| Jun 1, 2026 | 3 | 11 | 6 | 0 | 0 | 70% | |
| May 1, 2026 | 3 | 11 | 7 | 0 | 0 | 67% | |
| Apr 1, 2026 | 3 | 11 | 8 | 0 | 0 | 64% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.27 | $2.22–$2.33 | 18.8% | +0.8% | 6↑ 2↓ | $5.6B | 10 |
| Next Q | $2.31 | $2.16–$2.36 | 11.0% | +0.9% | 6↑ 1↓ | $5.6B | 8 |
| Current FY | $9.27 | $9.10–$9.37 | 23.6% | +0.2% | 10↑ 0↓ | $22.3B | 12 |
| Next FY | $10.28 | $9.91–$10.65 | 10.8% | +0.3% | 11↑ 0↓ | $23.3B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.269 | — |
| 7d ago | $2.254 | +0.015 |
| 30d ago | $2.251 | +0.018 |
| 60d ago | $2.246 | +0.023 |
| 90d ago | $2.182 | +0.087 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 57,541,743 | $8.3B | 12.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 44,809,159 | $6.5B | 10.0% | — |
| STATE STREET CORP | 31,781,330 | $4.6B | 7.1% | — |
| FMR LLC | 25,913,108 | $3.7B | 5.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17,652,500 | $2.6B | 4.0% | — |
| BANK OF AMERICA CORP /DE/ | 17,283,991 | $2.5B | 3.9% | — |
| DODGE & COX | 16,608,370 | $2.4B | 3.7% | TRIM -29.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 15,777,525 | $2.3B | 3.5% | — |
| JPMORGAN CHASE & CO | 14,790,798 | $2.1B | 3.3% | — |
| AMERIPRISE FINANCIAL INC | 14,552,355 | $2.1B | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DODGE & COX | TRIM | 23,401,794 | 16,608,370 | -29.0% | $2.4B |
| NORGES BANK | NEW | — | 11,751,724 | — | $1.7B |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 4,441,398 | 8,129,285 | +83.0% | $1.2B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,770,932 | 3,326,459 | +87.8% | $481.0M |
| TD ASSET MANAGEMENT INC | DOUBLED | 1,531,026 | 3,130,966 | +104.5% | $452.8M |
| Qube Research & Technologies Ltd | DOUBLED | 515,408 | 1,753,835 | +240.3% | $253.6M |
| DANSKE BANK A/S | DOUBLED | 809,469 | 1,642,402 | +102.9% | $237.5M |
| LAZARD ASSET MANAGEMENT LLC | DOUBLED | 676,022 | 1,619,440 | +139.6% | $234.2M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 1,146,778 | 1,563,718 | +36.4% | $226.1M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 186,417 | 1,348,939 | +623.6% | $195.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Minaya Jose | Senior Executive VP | SELL | 22 | $149.87 | $3.3K |
| Sep 28, 2026 | Minaya Jose | Senior Executive VP | SELL | 1,655 | $149.27 | $247.0K |
| Sep 28, 2026 | Minaya Jose | Senior Executive VP | SELL | 1,843 | $148.34 | $273.4K |
| Aug 27, 2026 | Minaya Jose | Senior Executive VP | SELL | 2,590 | $162.45 | $420.7K |
| Aug 27, 2026 | Minaya Jose | Senior Executive VP | SELL | 930 | $163.17 | $151.7K |
| Aug 5, 2026 | McCarthy J Kevin | SEVP & General Counsel | GIFT | 249 | — | — |
| Jul 29, 2026 | McDonogh Dermot | Chief Financial Officer | SELL | 9,000 | $153.78 | $1.4M |
| Jul 29, 2026 | McDonogh Dermot | Chief Financial Officer | SELL | 7,200 | $156.68 | $1.1M |
| Jul 29, 2026 | McDonogh Dermot | Chief Financial Officer | SELL | 10,303 | $155.76 | $1.6M |
| Jul 29, 2026 | McDonogh Dermot | Chief Financial Officer | GIFT | 31,800 | — | — |