Market Cap
$53.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 19, 2026 | TD Cowen | UPGRADE | Buy | 56% |
| Aug 17, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 13, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 22, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jun 23, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 29, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| May 28, 2026 | Jefferies | UPGRADE | Buy | 53% |
| May 26, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 5 | 14 | 0 | 0 | 36% | |
| Aug 1, 2026 | 3 | 4 | 16 | 0 | 0 | 30% | |
| Jul 1, 2026 | 3 | 4 | 16 | 0 | 0 | 30% | |
| Jun 1, 2026 | 3 | 4 | 16 | 0 | 0 | 30% | |
| May 1, 2026 | 2 | 6 | 19 | 1 | 0 | 29% | |
| Apr 1, 2026 | 2 | 6 | 18 | 1 | 0 | 30% | |
| Mar 1, 2026 | 2 | 6 | 18 | 1 | 0 | 30% | |
| Feb 1, 2026 | 2 | 6 | 18 | 1 | 0 | 30% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.20 | $1.13–$1.41 | 13.1% | -0.6% | 3↑ 3↓ | $4.9B | 9 |
| Next Q | $0.67 | $0.45–$0.77 | -1.6% | -3.7% | 2↑ 3↓ | $4.3B | 9 |
| Current FY | $3.58 | $3.57–$3.62 | 4.8% | -0.1% | 0↑ 3↓ | $18.2B | 16 |
| Next FY | $3.81 | $3.78–$3.88 | 6.4% | -0.0% | 2↑ 1↓ | $19.4B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.199 | — |
| 7d ago | $1.204 | -0.004 |
| 30d ago | $1.206 | -0.007 |
| 60d ago | $1.203 | -0.004 |
| 90d ago | $1.152 | +0.047 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital Research Global Investors | 73,855,890 | $5.0B | 12.3% | ADD +50.8% |
| BlackRock, Inc. | 73,018,575 | $5.0B | 12.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 57,396,293 | $3.9B | 9.6% | — |
| STATE STREET CORP | 50,917,469 | $3.5B | 8.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 45,067,363 | $3.1B | 7.5% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 40,867,860 | $2.8B | 6.8% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 20,030,451 | $1.4B | 3.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 19,792,934 | $1.3B | 3.3% | — |
| DODGE & COX | 18,303,470 | $1.2B | 3.1% | — |
| JPMORGAN CHASE & CO | 14,884,625 | $1.0B | 2.5% | TRIM -33.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital Research Global Investors | ADD | 48,976,047 | 73,855,890 | +50.8% | $5.0B |
| JPMORGAN CHASE & CO | TRIM | 22,379,238 | 14,884,625 | -33.5% | $1.0B |
| NORGES BANK | NEW | — | 11,791,396 | — | $805.2M |
| FMR LLC | DOUBLED | 2,227,696 | 6,860,793 | +208.0% | $468.5M |
| BANK OF MONTREAL /CAN/ | ADD | 3,357,665 | 4,692,640 | +39.8% | $320.5M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 406,059 | 4,645,087 | +1043.9% | $317.2M |
| Pentwater Capital Management LP | NEW | — | 3,500,000 | — | $239.0M |
| FIRST TRUST ADVISORS LP | DOUBLED | 1,206,670 | 2,779,382 | +130.3% | $189.8M |
| Amundi | TRIM | 2,549,667 | 1,903,209 | -25.4% | $130.0M |
| CITIGROUP INC | ADD | 1,054,145 | 1,607,035 | +52.4% | $109.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 7, 2026 | Lovejoy Kristin G | Director | AWARD | 4,687 | $62.95 | $295.0K |
| May 7, 2026 | Kington Mark J | Director | AWARD | 5,005 | $62.95 | $315.1K |
| May 5, 2026 | HAGOOD D MAYBANK | Director | AWARD | 2,820 | $62.95 | $177.5K |
| May 5, 2026 | BENNETT JAMES A | Director | AWARD | 2,820 | $62.95 | $177.5K |
| May 5, 2026 | STORY SUSAN N | Director | AWARD | 2,820 | $62.95 | $177.5K |
| May 5, 2026 | Sutherland Vanessa Allen | Director | AWARD | 4,687 | $62.95 | $295.0K |
| May 5, 2026 | SPILMAN ROBERT H JR | Director | AWARD | 5,084 | $62.95 | $320.0K |
| May 5, 2026 | Lyash Jeffrey J. | Director | AWARD | 2,820 | $62.95 | $177.5K |
| May 5, 2026 | RIGBY JOSEPH M | Director | AWARD | 3,273 | $62.95 | $206.0K |
| May 5, 2026 | Royal Pamela J. | Director | AWARD | 2,820 | $62.95 | $177.5K |