Market Cap
$146.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 27, 2026 | Barclays | DOWNGRADE | Equal-Weight | 54% |
| Jul 2, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jun 26, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| May 7, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 6, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 16 | 7 | 0 | 0 | 79% | |
| Aug 1, 2026 | 10 | 17 | 6 | 0 | 0 | 82% | |
| Jul 1, 2026 | 9 | 18 | 5 | 0 | 0 | 84% | |
| Jun 1, 2026 | 9 | 18 | 5 | 0 | 0 | 84% | |
| May 1, 2026 | 9 | 18 | 6 | 0 | 0 | 82% | |
| Apr 1, 2026 | 8 | 18 | 7 | 0 | 0 | 79% | |
| Mar 1, 2026 | 9 | 18 | 6 | 0 | 0 | 82% | |
| Feb 1, 2026 | 9 | 19 | 4 | 0 | 0 | 88% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.16 | $1.13–$1.21 | 17.6% | -0.4% | 3↑ 0↓ | $16.3B | 4 |
| Next Q | $1.13 | $1.09–$1.15 | 18.7% | -1.4% | 0↑ 2↓ | $16.6B | 4 |
| Current FY | $4.42 | $3.91–$4.56 | 18.4% | -0.9% | 7↑ 1↓ | $64.7B | 10 |
| Next FY | $4.91 | $4.54–$5.10 | 11.2% | -1.3% | 6↑ 2↓ | $67.3B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.165 | — |
| 7d ago | $1.172 | -0.008 |
| 30d ago | $1.170 | -0.005 |
| 60d ago | $1.170 | -0.005 |
| 90d ago | $1.163 | +0.002 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| DODGE & COX | 29,477,348 | $2.4B | 33.9% | — |
| Fisher Asset Management, LLC | 12,452,441 | $1.0B | 14.3% | — |
| MORGAN STANLEY | 3,963,862 | $326.6M | 4.6% | — |
| FMR LLC | 3,264,513 | $269.0M | 3.8% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 3,190,248 | $262.9M | 3.7% | DOUBLED +10464.1% |
| Connor, Clark & Lunn Investment Management Ltd. | 2,866,192 | $236.2M | 3.3% | DOUBLED +190.7% |
| Point72 Asset Management, L.P. | 2,328,833 | $191.9M | 2.7% | NEW |
| GOLDMAN SACHS GROUP INC | 1,949,023 | $160.6M | 2.2% | — |
| GATES FOUNDATION TRUST | 1,703,000 | $140.3M | 2.0% | — |
| Holocene Advisors, LP | 1,654,178 | $136.3M | 1.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 30,199 | 3,190,248 | +10464.1% | $262.9M |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 985,938 | 2,866,192 | +190.7% | $236.2M |
| Point72 Asset Management, L.P. | NEW | — | 2,328,833 | — | $191.9M |
| BANK OF AMERICA CORP /DE/ | TRIM | 2,134,347 | 1,475,769 | -30.9% | $121.6M |
| GQG Partners LLC | DOUBLED | 6,792 | 918,338 | +13420.9% | $75.7M |
| Clearbridge Investments, LLC | DOUBLED | 101,675 | 863,168 | +748.9% | $71.1M |
| WELLS FARGO & COMPANY/MN | ADD | 431,591 | 552,828 | +28.1% | $45.6M |
| NewEdge Advisors, LLC | DOUBLED | 6,900 | 522,643 | +7474.5% | $43.1M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 363,086 | 485,085 | +33.6% | $40.0M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 769,686 | 464,843 | -39.6% | $38.3M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Kevin Hern | R | HOUSE | SELL | $1,001 - $15,000 | Anheuser-Busch InBev SA/NV | Sep 2, 2026(16d) |