Market Cap
$11.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 14, 2026 | Baird | DOWNGRADE | Neutral | 54% |
| Sep 9, 2026 | BMO Capital | INITIATE | Underperform | 53% |
| Aug 27, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 27, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 26, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 26, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Aug 26, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 26, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 26, 2026 | Telsey Advisory Group | DOWNGRADE | Market Perform | 51% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 11 | 11 | 1 | 0 | 61% | |
| Aug 1, 2026 | 8 | 11 | 11 | 1 | 0 | 61% | |
| Jul 1, 2026 | 8 | 11 | 11 | 1 | 0 | 61% | |
| Jun 1, 2026 | 7 | 11 | 11 | 1 | 0 | 60% | |
| May 1, 2026 | 8 | 10 | 12 | 1 | 0 | 58% | |
| Apr 1, 2026 | 7 | 10 | 12 | 1 | 0 | 57% | |
| Mar 1, 2026 | 7 | 10 | 13 | 1 | 0 | 55% | |
| Feb 1, 2026 | 6 | 10 | 14 | 1 | 0 | 52% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.37 | $0.72–$1.90 | -50.8% | -5.4% | 1↑ 19↓ | $5.1B | 23 |
| Next Q | $3.47 | $3.01–$3.85 | 146.0% | -4.5% | 0↑ 6↓ | $6.3B | 7 |
| Current FY | $11.41 | $10.95–$11.94 | -13.6% | -0.1% | 1↑ 22↓ | $22.1B | 26 |
| Next FY | $13.05 | $11.00–$15.10 | 10.3% | -4.1% | 1↑ 7↓ | $22.6B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.369 | — |
| 7d ago | $1.372 | -0.003 |
| 30d ago | $1.447 | -0.078 |
| 60d ago | $2.916 | -1.547 |
| 90d ago | $2.916 | -1.547 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 7,673,983 | $1.7B | 13.7% | — |
| BlackRock, Inc. | 6,619,288 | $1.5B | 11.9% | — |
| FMR LLC | 4,680,171 | $1.1B | 8.4% | — |
| BANK OF AMERICA CORP /DE/ | 4,514,791 | $1.0B | 8.1% | ADD +33.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,296,277 | $747.6M | 5.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,864,399 | $649.7M | 5.1% | — |
| STATE STREET CORP | 2,422,856 | $549.5M | 4.3% | — |
| Darsana Capital Partners LP | 1,500,000 | $340.2M | 2.7% | — |
| Sachem Head Capital Management LP | 1,490,000 | $337.9M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 3,382,472 | 4,514,791 | +33.5% | $1.0B |
| MAVERICK CAPITAL LTD | ADD | 1,044,903 | 1,473,873 | +41.1% | $334.3M |
| PRINCIPAL FINANCIAL GROUP INC | DOUBLED | 634,874 | 1,357,930 | +113.9% | $308.0M |
| Castle Hook Partners LP | DOUBLED | 509,254 | 1,323,066 | +159.8% | $300.1M |
| NORGES BANK | NEW | — | 654,550 | — | $148.5M |
| GOLDMAN SACHS GROUP INC | ADD | 409,007 | 589,152 | +44.0% | $133.6M |
| MARSHALL WACE, LLP | DOUBLED | 19,922 | 558,230 | +2702.1% | $126.6M |
| D. E. Shaw & Co., Inc. | DOUBLED | 167,033 | 360,838 | +116.0% | $81.8M |
| Select Equity Group, L.P. | TRIM | 556,913 | 351,353 | -36.9% | $79.7M |
| HighTower Advisors, LLC | ADD | 204,885 | 275,886 | +34.7% | $62.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Barnes Matthew | President - Foot Locker Intl | BUY | 3,665 | $136.39 | $499.9K |
| Sep 23, 2026 | Fitzgerald Larry Jr. | Director | BUY | 1,860 | $131.67 | $244.9K |
| Sep 22, 2026 | Gupta Navdeep | EVP, Chief Financial Officer | BUY | 7,707 | $129.75 | $1000.0K |
| Sep 3, 2026 | Baran Elizabeth H. | SVP, General Counsel | TAX W/H | 68 | $139.77 | $9.5K |
| Sep 1, 2026 | COLOMBO WILLIAM J | Director | BUY | 913 | $133.19 | $121.6K |
| Aug 27, 2026 | COLOMBO WILLIAM J | Director | BUY | 1,100 | $129.00 | $141.9K |
| Aug 27, 2026 | Barrenechea Mark J | Director | BUY | 17,000 | $130.72 | $2.2M |
| Aug 26, 2026 | Eddy Robert W. | Director | BUY | 4,000 | $128.70 | $514.8K |
| Aug 26, 2026 | COLOMBO WILLIAM J | Director | BUY | 5,000 | $128.72 | $643.6K |
| Aug 26, 2026 | MATHRANI SANDEEP | Director | BUY | 1,550 | $128.89 | $199.8K |