Market Cap
$33.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Freedom Broker | MAINTAIN | Buy | 66% |
| Oct 1, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Oct 1, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 30, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 30, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Sep 30, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 30, 2026 | BNP Paribas | MAINTAIN | Outperform | — |
| Sep 24, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 24, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Sep 22, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 18 | 6 | 0 | 0 | 82% | |
| Aug 1, 2026 | 9 | 18 | 6 | 0 | 0 | 82% | |
| Jul 1, 2026 | 9 | 18 | 5 | 0 | 0 | 84% | |
| Jun 1, 2026 | 9 | 15 | 6 | 0 | 0 | 80% | |
| May 1, 2026 | 9 | 17 | 6 | 0 | 0 | 81% | |
| Apr 1, 2026 | 9 | 17 | 6 | 0 | 0 | 81% | |
| Mar 1, 2026 | 9 | 16 | 7 | 0 | 0 | 78% | |
| Feb 1, 2026 | 9 | 16 | 7 | 0 | 0 | 78% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.22 | $0.18–$0.25 | -36.5% | -22.1% | 6↑ 2↓ | $6.5B | 20 |
| Next Q | $0.11 | $0.03–$0.19 | -44.3% | -44.4% | 4↑ 1↓ | $6.3B | 10 |
| Current FY | $2.26 | $2.17–$2.33 | 0.4% | +0.6% | 0↑ 1↓ | $27.7B | 26 |
| Next FY | $2.56 | $2.30–$2.81 | 13.5% | -2.9% | 0↑ 1↓ | $28.6B | 27 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.216 | — |
| 7d ago | $0.245 | -0.029 |
| 30d ago | $0.277 | -0.061 |
| 60d ago | $0.277 | -0.061 |
| 90d ago | $0.278 | -0.062 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| STATE STREET CORP | 58,217,260 | $1.7B | 89.9% | — |
| ING GROEP NV | 2,701,811 | $77.2M | 4.2% | DOUBLED +229.9% |
| MENORA MIVTACHIM HOLDINGS LTD. | 2,000,000 | $57.1M | 3.1% | TRIM -60.2% |
| CAPITAL FUND MANAGEMENT S.A. | 757,017 | $21.6M | 1.2% | DOUBLED +371.9% |
| Nykredit A/S | 285,687 | $8.2M | 0.4% | — |
| PensionDanmark Pensionsforsikringsaktieselskab | 264,636 | $7.6M | 0.4% | — |
| CAPITAL FUND MANAGEMENT S.A. | 184,600 | $5.3M | 0.3% | DOUBLED +371.9% |
| Corient Private Wealth LP | 120,914 | $3.5M | 0.2% | TRIM -53.3% |
| Mediolanum International Funds Ltd | 113,181 | $3.3M | 0.2% | NEAR_EXIT -75.3% |
| CAPITAL FUND MANAGEMENT S.A. | 109,800 | $3.1M | 0.2% | DOUBLED +371.9% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ING GROEP NV | DOUBLED | 818,934 | 2,701,811 | +229.9% | $77.2M |
| MENORA MIVTACHIM HOLDINGS LTD. | TRIM | 5,030,800 | 2,000,000 | -60.2% | $57.1M |
| CAPITAL FUND MANAGEMENT S.A. | DOUBLED | 160,409 | 757,017 | +371.9% | $21.6M |
| Corient Private Wealth LP | TRIM | 258,951 | 120,914 | -53.3% | $3.5M |
| Mediolanum International Funds Ltd | NEAR_EXIT | 457,962 | 113,181 | -75.3% | $3.3M |
| HUNTINGTON NATIONAL BANK | NEAR_EXIT | 17,837 | 1 | -100.0% | $28.00 |
| INTECH INVESTMENT MANAGEMENT LLC | EXIT | 397,005 | 0 | -100.0% | $0.00 |
| Capital World Investors | EXIT | 3,408,957 | 0 | -100.0% | $0.00 |
| HighTower Advisors, LLC | EXIT | 710,810 | 0 | -100.0% | $0.00 |
| JPMORGAN CHASE & CO | EXIT | 19,811,869 | 0 | -100.0% | $0.00 |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | ARISON MICKY MEIR | Chairman of the Board | GIFT | 248,015 | — | — |
| Aug 24, 2026 | ARISON MICKY MEIR | Chairman of the Board | GIFT | 91,028 | — | — |
| May 28, 2026 | deynes bettina alejandra | Chief Human Resources Officer | SELL | 43,058 | $28.10 | $1.2M |
| May 11, 2026 | BAND SIR JONATHON | Director | TAX W/H | 3,471 | $26.38 | $91.6K |
| May 11, 2026 | Connors Nelda J | Director | TAX W/H | 616 | $26.38 | $16.3K |
| May 11, 2026 | Deeble Helen | Director | TAX W/H | 3,625 | $26.38 | $95.6K |
| May 11, 2026 | cahilly jason glen | Director | TAX W/H | 616 | $26.38 | $16.3K |
| May 11, 2026 | Gearhart Jeffrey J | Director | TAX W/H | 616 | $26.38 | $16.3K |
| May 11, 2026 | Lahey Katie | Director | TAX W/H | 616 | $26.38 | $16.3K |
| May 11, 2026 | SUBOTNICK STUART | Director | TAX W/H | 616 | $26.38 | $16.3K |