Market Cap
$12.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 14, 2026 | Wolfe Research | DOWNGRADE | Underperform | 52% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 28, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 27, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 27, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 27, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Jul 27, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 20, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 15 | 6 | 3 | 20% | |
| Aug 1, 2026 | 2 | 4 | 15 | 6 | 3 | 20% | |
| Jul 1, 2026 | 2 | 4 | 15 | 6 | 3 | 20% | |
| Jun 1, 2026 | 2 | 4 | 14 | 6 | 3 | 21% | |
| May 1, 2026 | 2 | 4 | 14 | 6 | 3 | 21% | |
| Apr 1, 2026 | 2 | 4 | 13 | 6 | 3 | 21% | |
| Mar 1, 2026 | 2 | 4 | 13 | 6 | 3 | 21% | |
| Feb 1, 2026 | 2 | 4 | 13 | 6 | 3 | 21% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $8.94 | $7.73–$9.78 | 7.1% | -10.8% | 4↑ 9↓ | $14.9B | 5 |
| Next Q | $11.22 | $9.42–$13.77 | 8.6% | -4.6% | 3↑ 10↓ | $16.8B | 4 |
| Current FY | $39.58 | $35.35–$43.94 | 9.3% | -5.6% | 8↑ 8↓ | $59.0B | 5 |
| Next FY | $43.49 | $37.73–$51.86 | 9.9% | -3.9% | 8↑ 8↓ | $66.0B | 4 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $8.936 | — |
| 7d ago | $9.342 | -0.407 |
| 30d ago | $10.016 | -1.080 |
| 60d ago | $10.101 | -1.165 |
| 90d ago | $10.350 | -1.414 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| DODGE & COX | 15,032,214 | $2.1B | 17.2% | — |
| BlackRock, Inc. | 7,070,700 | $1.0B | 8.1% | — |
| STATE STREET CORP | 6,971,723 | $991.4M | 8.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,342,446 | $759.7M | 6.1% | — |
| First Eagle Investment Management, LLC | 3,587,347 | $510.2M | 4.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,525,388 | $501.3M | 4.0% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,071,400 | $436.8M | 3.5% | — |
| GOLDMAN SACHS GROUP INC | 2,787,274 | $396.4M | 3.2% | ADD +84.6% |
| Invesco Ltd. | 2,776,656 | $394.9M | 3.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 1,510,030 | 2,787,274 | +84.6% | $396.4M |
| NORGES BANK | NEW | — | 2,452,458 | — | $348.8M |
| UBS Group AG | ADD | 1,204,158 | 2,280,785 | +89.4% | $324.4M |
| EAGLE CAPITAL MANAGEMENT LLC | DOUBLED | 149,460 | 1,739,813 | +1064.1% | $247.4M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 191,931 | 1,375,109 | +616.5% | $195.6M |
| CITADEL ADVISORS LLC | DOUBLED | 164,228 | 1,317,247 | +702.1% | $187.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 153,926 | 1,122,561 | +629.3% | $159.6M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | DOUBLED | 431,582 | 1,070,397 | +148.0% | $152.2M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 1,701,162 | 1,024,659 | -39.8% | $145.8M |
| DEUTSCHE BANK AG\ | ADD | 506,502 | 955,380 | +88.6% | $135.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Jeffery Nick | Chief Operating Officer | AWARD | 13,333 | — | — |
| Sep 1, 2026 | Jeffery Nick | Chief Operating Officer | AWARD | 347,078 | — | — |
| Sep 1, 2026 | Jeffery Nick | Chief Operating Officer | AWARD | 76,466 | — | — |
| Aug 20, 2026 | Fischer Jessica M | Chief Financial Officer | AWARD | 96,939 | — | — |
| Aug 20, 2026 | Fischer Jessica M | Chief Financial Officer | AWARD | 37,652 | — | — |
| Aug 20, 2026 | Haughton Jamal H | EVP/Gen Counsel/Corp Secretary | AWARD | 51,701 | — | — |
| Aug 20, 2026 | Haughton Jamal H | EVP/Gen Counsel/Corp Secretary | AWARD | 20,081 | — | — |
| Aug 20, 2026 | DiGeronimo Richard J | President-Product & Technology | AWARD | 151,872 | — | — |
| Aug 20, 2026 | DiGeronimo Richard J | President-Product & Technology | AWARD | 58,988 | — | — |
| Aug 20, 2026 | Winfrey Christopher L | President and CEO | AWARD | 297,281 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 20, 2026 | August Pfluger | R | HOUSE | EXCHANGE | $1,001 - $15,000 | Charter Communications Inc | Sep 15, 2026(27d) |
| Aug 20, 2026 | August Pfluger | R | HOUSE | EXCHANGE | $1,001 - $15,000 | Charter Communications Inc | Sep 15, 2026(27d) |
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Charter Communications Inc | Sep 7, 2026(29d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Charter Communications Inc | May 11, 2026(28d) |
| Mar 13, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Charter Communications Inc | Apr 8, 2026(27d) |