Market Cap
$76.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 28, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 25, 2026 | Keybanc | DOWNGRADE | Underweight | 52% |
| Sep 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 16, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 15, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 24, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Jul 24, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 24, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 24, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 11 | 21 | 3 | 0 | 40% | |
| Aug 1, 2026 | 5 | 11 | 21 | 3 | 0 | 40% | |
| Jul 1, 2026 | 5 | 11 | 21 | 3 | 0 | 40% | |
| Jun 1, 2026 | 5 | 9 | 22 | 3 | 0 | 36% | |
| May 1, 2026 | 5 | 9 | 22 | 3 | 0 | 36% | |
| Apr 1, 2026 | 5 | 10 | 21 | 3 | 0 | 38% | |
| Mar 1, 2026 | 5 | 10 | 21 | 3 | 0 | 38% | |
| Feb 1, 2026 | 5 | 10 | 22 | 2 | 0 | 38% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.99 | $0.91–$1.06 | -11.9% | -1.7% | 4↑ 13↓ | $29.2B | 20 |
| Next Q | $0.67 | $0.52–$0.77 | -20.1% | -4.2% | 4↑ 12↓ | $30.2B | 18 |
| Current FY | $3.48 | $3.27–$3.66 | -19.2% | -1.0% | 15↑ 7↓ | $120.1B | 23 |
| Next FY | $3.58 | $3.16–$4.11 | 2.9% | -1.1% | 4↑ 15↓ | $117.6B | 20 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.986 | — |
| 7d ago | $0.990 | -0.004 |
| 30d ago | $1.003 | -0.017 |
| 60d ago | $1.001 | -0.015 |
| 90d ago | $1.026 | -0.040 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 313,212,228 | $7.7B | 13.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 232,645,894 | $5.7B | 9.8% | — |
| STATE STREET CORP | 195,059,449 | $4.8B | 8.2% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 133,095,082 | $3.3B | 5.6% | — |
| Invesco Ltd. | 125,126,243 | $3.1B | 5.3% | — |
| Capital Research Global Investors | 116,113,743 | $2.9B | 4.9% | ADD +29.6% |
| DODGE & COX | 115,903,125 | $2.8B | 4.9% | — |
| Capital World Investors | 104,629,299 | $2.6B | 4.4% | TRIM -42.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 89,530,463 | $2.2B | 3.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 80,039,893 | $2.0B | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital Research Global Investors | ADD | 89,574,393 | 116,113,743 | +29.6% | $2.9B |
| Capital World Investors | TRIM | 182,141,779 | 104,629,299 | -42.6% | $2.6B |
| NORGES BANK | NEW | — | 76,539,618 | — | $1.9B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 12,369,364 | 52,306,272 | +322.9% | $1.3B |
| JPMORGAN CHASE & CO | TRIM | 63,236,690 | 36,976,352 | -41.5% | $895.6M |
| UBS Group AG | TRIM | 23,208,137 | 16,706,331 | -28.0% | $410.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 8,179,075 | 11,675,995 | +42.8% | $286.6M |
| CITIGROUP INC | ADD | 5,759,414 | 9,418,467 | +63.5% | $231.2M |
| JUPITER ASSET MANAGEMENT LTD | ADD | 6,444,511 | 9,148,894 | +42.0% | $224.6M |
| VAN ECK ASSOCIATES CORP | TRIM | 10,808,986 | 8,060,300 | -25.4% | $197.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | ROBERTS BRIAN L | Chairman of Board & Co-CEO | GIFT | 101,900 | — | — |
| Sep 1, 2026 | Cavanagh Michael J | Co-CEO | I | 565,642 | $26.30 | $14.9M |
| Sep 1, 2026 | Cavanagh Michael J | Co-CEO | I | 392,769.065 | $26.30 | $10.3M |
| Sep 1, 2026 | ROBERTS BRIAN L | Chairman of Board & Co-CEO | I | 382,860 | $26.30 | $10.1M |
| Aug 17, 2026 | BREEN EDWARD D | Director | GIFT | 62,440 | — | — |
| Aug 5, 2026 | ROBERTS BRIAN L | Chairman of Board & Co-CEO | GIFT | 204,100 | — | — |
| Jun 30, 2026 | Baltimore Thomas J Jr | Director | AWARD | 1,375 | — | — |
| Jun 30, 2026 | Brady Louise F. | Director | AWARD | 1,375 | — | — |
| Jun 30, 2026 | Honickman Jeffrey A | Director | AWARD | 1,783 | — | — |
| Jun 30, 2026 | Smith Gordon | Director | AWARD | 1,375 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026 | Kevin Hern | R | HOUSE | SELL | $1,001 - $15,000 | Comcast Corp | Aug 11, 2026(7d) |
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Comcast Corp | Sep 7, 2026(53d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Comcast Corp | Aug 12, 2026(37d) |
| Jun 16, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Comcast Corp | Jul 3, 2026(18d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | Comcast Corp | May 11, 2026(28d) |
| Mar 23, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | Comcast Corp | Apr 10, 2026(19d) |
| Mar 17, 2026 | Kevin Hern | R | HOUSE | SELL | $15,001 - $50,000 | Comcast Corp | Apr 6, 2026(21d) |
| Mar 12, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | Comcast Corp | Apr 10, 2026(30d) |
| Feb 26, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | Comcast Corp | Mar 12, 2026(15d) |
| Jan 13, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Comcast Corp | Feb 12, 2026(31d) |