Market Cap
$84.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Wells Fargo | INITIATE | Equal-Weight | 54% |
| Aug 27, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 30, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Jul 24, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 24, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Jul 24, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 24, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 24, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 17, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 16, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 15 | 11 | 0 | 0 | 67% | |
| Aug 1, 2026 | 7 | 15 | 11 | 0 | 0 | 67% | |
| Jul 1, 2026 | 7 | 15 | 11 | 0 | 0 | 67% | |
| Jun 1, 2026 | 7 | 15 | 11 | 0 | 0 | 67% | |
| May 1, 2026 | 7 | 15 | 11 | 0 | 0 | 67% | |
| Apr 1, 2026 | 7 | 14 | 12 | 0 | 0 | 64% | |
| Mar 1, 2026 | 7 | 14 | 12 | 0 | 0 | 64% | |
| Feb 1, 2026 | 7 | 12 | 12 | 0 | 0 | 61% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.35 | $1.25–$1.54 | -11.1% | -0.7% | 1↑ 11↓ | $3.4B | 19 |
| Next Q | $1.76 | $1.62–$1.90 | 0.5% | -0.2% | 7↑ 4↓ | $4.3B | 17 |
| Current FY | $5.99 | $5.79–$6.18 | 7.6% | -0.4% | 15↑ 3↓ | $14.9B | 22 |
| Next FY | $7.46 | $6.80–$8.17 | 24.5% | -0.4% | 10↑ 7↓ | $18.6B | 24 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.352 | — |
| 7d ago | $1.361 | -0.010 |
| 30d ago | $1.361 | -0.010 |
| 60d ago | $1.366 | -0.015 |
| 90d ago | $1.483 | -0.132 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 51,943,245 | $6.1B | 12.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 48,510,319 | $5.7B | 11.6% | — |
| MORGAN STANLEY | 34,842,332 | $4.1B | 8.3% | — |
| STATE STREET CORP | 32,463,609 | $3.8B | 7.8% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 23,500,355 | $2.8B | 5.6% | — |
| JPMORGAN CHASE & CO | 19,156,246 | $2.2B | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 18,366,521 | $2.2B | 4.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15,767,752 | $1.9B | 3.8% | — |
| Capital Research Global Investors | 13,195,066 | $1.6B | 3.2% | — |
| BANK OF AMERICA CORP /DE/ | 11,594,914 | $1.4B | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 6,719,504 | — | $790.7M |
| Clearbridge Investments, LLC | ADD | 3,056,290 | 5,912,077 | +93.4% | $695.7M |
| FAYEZ SAROFIM & CO | ADD | 3,179,857 | 4,042,389 | +27.1% | $475.7M |
| Capital International Investors | TRIM | 3,901,599 | 2,900,495 | -25.7% | $341.3M |
| D. E. Shaw & Co., Inc. | TRIM | 3,781,729 | 1,720,765 | -54.5% | $202.5M |
| Focus Partners Wealth | TRIM | 2,510,528 | 1,675,214 | -33.3% | $197.1M |
| FIRST TRUST ADVISORS LP | DOUBLED | 55,821 | 1,474,305 | +2541.1% | $173.5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 393,620 | 1,450,070 | +268.4% | $170.6M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 787,162 | 1,321,572 | +67.9% | $152.5M |
| CITADEL ADVISORS LLC | DOUBLED | 621,582 | 1,291,987 | +107.9% | $152.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | Baratta Joseph | Director | SELL | 42,246 | $123.35 | $5.2M |
| Sep 18, 2026 | Baratta Joseph | Director | SELL | 57,754 | $124.13 | $7.2M |
| Aug 11, 2026 | Payne David | Chief Accounting Officer | SELL | 9,500 | $145.23 | $1.4M |
| Aug 11, 2026 | Finley John G | Chief Legal Officer | SELL | 19,802 | $146.80 | $2.9M |
| Aug 11, 2026 | Finley John G | Chief Legal Officer | SELL | 25,198 | $147.36 | $3.7M |
| Aug 10, 2026 | Porat Ruth | Director | BUY | 126.071 | $137.32 | $17.3K |
| Aug 10, 2026 | Porat Ruth | Director | BUY | 245.02 | $137.10 | $33.6K |
| Aug 10, 2026 | Porat Ruth | Director | BUY | 84.047 | $137.32 | $11.5K |
| Aug 4, 2026 | Sawhney Vikrant | Chief Administrative Officer | SELL | 11,592 | $135.96 | $1.6M |
| Aug 4, 2026 | Sawhney Vikrant | Chief Administrative Officer | SELL | 18,408 | $135.29 | $2.5M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Mark Warner | D | SENATE | BUY | $1,001 - $15,000 | Blackstone Group Inc | May 1, 2026(19d) |
| Feb 13, 2026 | Angus King | O | SENATE | SELL | $1,001 - $15,000 | Blackstone Group Inc | Mar 24, 2026(39d) |