Market Cap
$79.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Citigroup | MAINTAIN | Sell | 55% |
| Sep 29, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Sep 24, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 24, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 24, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 24, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| Sep 22, 2026 | Citigroup | MAINTAIN | Sell | 55% |
| Jul 17, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Jul 16, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 16, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 9 | 11 | 0 | 1 | 56% | |
| Aug 1, 2026 | 6 | 9 | 11 | 0 | 1 | 56% | |
| Jul 1, 2026 | 5 | 9 | 12 | 0 | 1 | 52% | |
| Jun 1, 2026 | 5 | 9 | 12 | 0 | 1 | 52% | |
| May 1, 2026 | 5 | 9 | 12 | 0 | 1 | 52% | |
| Apr 1, 2026 | 4 | 9 | 13 | 0 | 1 | 48% | |
| Mar 1, 2026 | 4 | 10 | 14 | 0 | 1 | 48% | |
| Feb 1, 2026 | 4 | 10 | 13 | 0 | 1 | 50% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.36 | $1.34–$1.39 | 12.6% | +0.9% | 0↑ 2↓ | $3.0B | 14 |
| Next Q | $1.34 | $1.31–$1.37 | 8.4% | -1.2% | 1↑ 1↓ | $3.0B | 14 |
| Current FY | $5.54 | $5.46–$5.62 | 12.1% | +0.8% | 3↑ 0↓ | $12.2B | 18 |
| Next FY | $6.16 | $5.93–$6.44 | 11.2% | +0.8% | 3↑ 0↓ | $13.2B | 18 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.363 | — |
| 7d ago | $1.352 | +0.011 |
| 30d ago | $1.351 | +0.012 |
| 60d ago | $1.353 | +0.010 |
| 90d ago | $1.361 | +0.002 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 26,578,230 | $4.5B | 13.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 22,210,590 | $3.8B | 11.3% | — |
| STATE STREET CORP | 15,818,329 | $2.7B | 8.1% | — |
| Invesco Ltd. | 13,578,341 | $2.3B | 6.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,447,131 | $2.3B | 6.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 9,549,575 | $1.6B | 4.9% | — |
| FMR LLC | 6,323,643 | $1.1B | 3.2% | — |
| GOLDMAN SACHS GROUP INC | 4,698,626 | $799.1M | 2.4% | — |
| NORGES BANK | 4,361,704 | $741.8M | 2.2% | NEW |
| MORGAN STANLEY | 4,253,139 | $723.4M | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 4,361,704 | — | $741.8M |
| Bank of New York Mellon Corp | ADD | 2,211,216 | 3,788,415 | +71.3% | $644.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 2,040,757 | 2,750,368 | +34.8% | $467.8M |
| Impax Asset Management Group plc | ADD | 1,503,567 | 2,413,313 | +60.5% | $410.5M |
| MILLENNIUM MANAGEMENT LLC | ADD | 1,078,115 | 1,646,394 | +52.7% | $280.0M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | ADD | 614,048 | 967,843 | +57.6% | $164.6M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 591,543 | 824,926 | +39.5% | $140.3M |
| Man Group plc | ADD | 516,265 | 700,157 | +35.6% | $119.1M |
| Squarepoint Ops LLC | DOUBLED | 325,125 | 682,768 | +110.0% | $116.1M |
| CITIGROUP INC | ADD | 476,747 | 640,508 | +34.3% | $108.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | TYSOE RONALD W | Director | AWARD | 101.52 | $198.95 | $20.2K |
| Sep 15, 2026 | CARNAHAN KAREN L | Director | AWARD | 17.82 | $198.95 | $3.5K |
| Sep 15, 2026 | Barstad Melanie W. | Director | AWARD | 12.37 | $198.95 | $2.5K |
| Sep 15, 2026 | Coletti Robert E. | Director | AWARD | 29.71 | $198.95 | $5.9K |
| Aug 10, 2026 | Garula Scott | EVP & CFO | TAX W/H | 2,958 | $202.71 | $599.6K |
| Aug 10, 2026 | Rozakis Jim | President & COO | AWARD | 10,695 | $202.71 | $2.2M |
| Aug 10, 2026 | Rozakis Jim | President & COO | AWARD | 555 | $202.71 | $112.5K |
| Aug 10, 2026 | Rozakis Jim | President & COO | TAX W/H | 3,643 | $202.71 | $738.5K |
| Aug 10, 2026 | Rozakis Jim | President & COO | AWARD | 35,995 | — | — |
| Aug 10, 2026 | Rozakis Jim | President & COO | AWARD | 5,988 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Cintas Corp | Jul 8, 2026(37d) |