Market Cap
$115.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Wells Fargo | UPGRADE | Overweight | 54% |
| Sep 28, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Sep 25, 2026 | HSBC | UPGRADE | Buy | 55% |
| Sep 23, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Sep 16, 2026 | Evercore ISI Group | REITERATE | Developing | 59% |
| Sep 3, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 7, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 20, 2026 | Mizuho | INITIATE | Outperform | 52% |
| Jul 16, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 12 | 11 | 3 | 0 | 55% | |
| Aug 1, 2026 | 5 | 12 | 11 | 2 | 0 | 57% | |
| Jul 1, 2026 | 6 | 12 | 11 | 2 | 0 | 58% | |
| Jun 1, 2026 | 6 | 12 | 11 | 2 | 0 | 58% | |
| May 1, 2026 | 6 | 12 | 12 | 2 | 0 | 56% | |
| Apr 1, 2026 | 6 | 12 | 13 | 2 | 0 | 55% | |
| Mar 1, 2026 | 6 | 11 | 13 | 3 | 0 | 52% | |
| Feb 1, 2026 | 6 | 11 | 14 | 2 | 0 | 52% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.99 | $1.40–$2.55 | 133.6% | +24.6% | 6↑ 3↓ | $61.7B | 11 |
| Next Q | $1.82 | $0.97–$2.69 | 204.1% | +41.5% | 7↑ 3↓ | $59.5B | 11 |
| Current FY | $7.27 | $5.72–$8.63 | 152.3% | +15.1% | 12↑ 2↓ | $226.5B | 16 |
| Next FY | $5.20 | $2.63–$7.22 | -28.4% | +17.3% | 10↑ 2↓ | $206.5B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.986 | — |
| 7d ago | $1.871 | +0.115 |
| 30d ago | $1.594 | +0.392 |
| 60d ago | $1.498 | +0.489 |
| 90d ago | $1.409 | +0.577 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| Fisher Asset Management, LLC | 66,310,416 | $2.5B | 24.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 18,733,560 | $692.3M | 6.8% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17,366,858 | $641.7M | 6.3% | ADD +35.5% |
| STATE STREET CORP | 15,040,506 | $555.7M | 5.4% | — |
| GQG Partners LLC | 14,138,369 | $522.4M | 5.1% | DOUBLED +158.8% |
| MORGAN STANLEY | 10,755,188 | $397.4M | 3.9% | — |
| GOLDMAN SACHS GROUP INC | 10,653,929 | $393.7M | 3.9% | — |
| BlackRock, Inc. | 8,139,211 | $300.7M | 2.9% | — |
| BANK OF MONTREAL /CAN/ | 6,527,262 | $241.2M | 2.4% | ADD +41.2% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 12,813,984 | 17,366,858 | +35.5% | $641.7M |
| GQG Partners LLC | DOUBLED | 5,462,538 | 14,138,369 | +158.8% | $522.4M |
| BANK OF MONTREAL /CAN/ | ADD | 4,621,966 | 6,527,262 | +41.2% | $241.2M |
| Capital World Investors | TRIM | 15,908,895 | 6,187,067 | -61.1% | $228.6M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 1,532,985 | 5,073,767 | +231.0% | $187.5M |
| JPMORGAN CHASE & CO | ADD | 2,696,587 | 4,451,094 | +65.1% | $166.2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | ADD | 2,696,678 | 4,343,815 | +61.1% | $160.5M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 370,338 | 3,091,996 | +734.9% | $114.2M |
| Qube Research & Technologies Ltd | ADD | 1,950,584 | 3,070,242 | +57.4% | $113.4M |
| AMERICAN CENTURY COMPANIES INC | ADD | 2,219,203 | 2,834,542 | +27.7% | $104.7M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 20, 2026 | Jonathan Jackson | D | HOUSE | BUY | $1,001 - $15,000 | BP PLC | Apr 9, 2026(21d) |
| Mar 19, 2026 | Jonathan Jackson | D | HOUSE | BUY | $15,001 - $50,000 | BP PLC | Apr 9, 2026(22d) |