Market Cap
$9.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 17, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Sep 9, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 27, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 25, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 25, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 5, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Aug 4, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 21, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 10 | 11 | 1 | 0 | 54% | |
| Aug 1, 2026 | 4 | 10 | 11 | 1 | 0 | 54% | |
| Jul 1, 2026 | 4 | 10 | 11 | 1 | 0 | 54% | |
| Jun 1, 2026 | 4 | 9 | 12 | 1 | 0 | 50% | |
| May 1, 2026 | 4 | 9 | 12 | 1 | 0 | 50% | |
| Apr 1, 2026 | 4 | 9 | 13 | 0 | 0 | 50% | |
| Mar 1, 2026 | 4 | 9 | 13 | 0 | 0 | 50% | |
| Feb 1, 2026 | 4 | 10 | 12 | 0 | 0 | 54% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.54 | $0.47–$0.61 | 249.6% | +5.7% | 1↑ 1↓ | $0.9B | 2 |
| Next Q | $0.60 | $0.54–$0.67 | -11.3% | +8.8% | 2↑ 0↓ | $0.9B | 2 |
| Current FY | $2.10 | $1.97–$2.22 | — | +8.1% | 1↑ 0↓ | $3.6B | 2 |
| Next FY | $2.22 | $1.96–$2.50 | 6.0% | +6.3% | 3↑ 0↓ | $3.6B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.542 | — |
| 7d ago | $0.472 | +0.070 |
| 30d ago | $0.513 | +0.029 |
| 60d ago | $0.499 | +0.042 |
| 90d ago | $0.513 | +0.029 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 17,981,430 | $1.2B | 13.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,963,896 | $859.6M | 9.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,052,458 | $666.6M | 7.5% | — |
| STATE STREET CORP | 9,845,148 | $659.6M | 7.4% | — |
| First Eagle Investment Management, LLC | 9,467,247 | $627.8M | 7.0% | — |
| APG Asset Management US Inc. | 7,230,130 | $489.9M | 5.5% | — |
| NORGES BANK | 6,481,326 | $429.8M | 4.8% | NEW |
| Invesco Ltd. | 5,799,416 | $384.6M | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,395,853 | $291.0M | 3.3% | — |
| Daiwa Securities Group Inc. | 4,088,872 | $271.1M | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 6,481,326 | — | $429.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 992,590 | 1,842,273 | +85.6% | $132.2M |
| CITADEL ADVISORS LLC | TRIM | 4,066,825 | 1,934,641 | -52.4% | $128.3M |
| PRUDENTIAL FINANCIAL INC | ADD | 1,331,499 | 1,815,512 | +36.4% | $120.4M |
| JPMORGAN CHASE & CO | TRIM | 4,214,020 | 1,504,369 | -64.3% | $101.4M |
| UBS Group AG | ADD | 841,866 | 1,506,460 | +78.9% | $99.9M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,966,552 | 1,454,245 | -26.1% | $96.4M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 31,798 | 721,688 | +2169.6% | $47.9M |
| BARCLAYS PLC | TRIM | 918,085 | 472,697 | -48.5% | $31.3M |
| Hudson Bay Capital Management LP | DOUBLED | 153,168 | 435,892 | +184.6% | $28.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | West Tony | Director | AWARD | 388.64 | $61.11 | $23.7K |
| Sep 30, 2026 | KLEIN JOEL | Director | AWARD | 552.28 | $61.11 | $33.7K |
| Sep 30, 2026 | Richardson Julie | Director | AWARD | 409.1 | $61.11 | $25.0K |
| Sep 30, 2026 | DUNCAN BRUCE W | Director | AWARD | 572.74 | $61.11 | $35.0K |
| Sep 30, 2026 | LUSTIG MATTHEW J | Director | AWARD | 490.92 | $61.11 | $30.0K |
| Sep 30, 2026 | WALTON WILLIAM H III | Director | AWARD | 388.64 | $61.11 | $23.7K |
| Sep 30, 2026 | KIPP MARY E | Director | AWARD | 450.01 | $61.11 | $27.5K |
| Jun 30, 2026 | DUNCAN BRUCE W | Director | AWARD | 515.26 | $66.31 | $34.2K |
| Jun 30, 2026 | WALTON WILLIAM H III | Director | AWARD | 345.6 | $66.31 | $22.9K |
| Jun 30, 2026 | West Tony | Director | AWARD | 351.63 | $66.31 | $23.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 20, 2026 | Julia Letlow | R | HOUSE | SELL | $1,001 - $15,000 | Boston Properties Inc | Mar 13, 2026(22d) |