Market Cap
$25.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Jul 24, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 24, 2026 | BMO Capital | UPGRADE | Outperform | 53% |
| Jun 4, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Apr 28, 2026 | Seaport Global | MAINTAIN | Buy | 51% |
| Apr 24, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Apr 24, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Apr 24, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Apr 24, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Apr 20, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 11 | 6 | 0 | 0 | 74% | |
| Aug 1, 2026 | 6 | 11 | 6 | 0 | 0 | 74% | |
| Jul 1, 2026 | 6 | 10 | 7 | 0 | 0 | 70% | |
| Jun 1, 2026 | 6 | 10 | 9 | 0 | 0 | 64% | |
| May 1, 2026 | 6 | 11 | 9 | 0 | 0 | 65% | |
| Apr 1, 2026 | 6 | 11 | 9 | 0 | 0 | 65% | |
| Mar 1, 2026 | 6 | 10 | 9 | 0 | 0 | 64% | |
| Feb 1, 2026 | 6 | 10 | 9 | 0 | 0 | 64% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.85 | $2.77–$2.91 | 8.9% | -0.3% | 3↑ 11↓ | $2.2B | 16 |
| Next Q | $2.82 | $2.73–$2.91 | 12.3% | +0.1% | 12↑ 3↓ | $2.2B | 16 |
| Current FY | $10.67 | $10.50–$10.79 | 11.0% | -0.0% | 12↑ 2↓ | $8.7B | 19 |
| Next FY | $11.65 | $10.57–$12.15 | 9.2% | +0.1% | 12↑ 2↓ | $9.1B | 19 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.853 | — |
| 7d ago | $2.861 | -0.008 |
| 30d ago | $2.862 | -0.009 |
| 60d ago | $2.864 | -0.011 |
| 90d ago | $2.892 | -0.040 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 14,615,050 | $3.3B | 15.0% | — |
| BlackRock, Inc. | 10,465,196 | $2.3B | 10.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,803,061 | $2.0B | 9.0% | — |
| STATE STREET CORP | 6,619,459 | $1.5B | 6.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,496,051 | $1.5B | 6.7% | — |
| FMR LLC | 4,366,323 | $979.3M | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,585,672 | $801.0M | 3.7% | — |
| BANK OF AMERICA CORP /DE/ | 2,788,366 | $625.4M | 2.9% | — |
| Bank of New York Mellon Corp | 2,636,023 | $591.2M | 2.7% | — |
| MORGAN STANLEY | 2,473,136 | $554.7M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,620,058 | — | $363.3M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | ADD | 721,646 | 1,224,468 | +69.7% | $274.6M |
| FIRST TRUST ADVISORS LP | TRIM | 2,241,753 | 993,766 | -55.7% | $222.9M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,477,147 | 985,655 | -33.3% | $221.1M |
| Amundi | ADD | 682,420 | 933,295 | +36.8% | $209.3M |
| UBS Group AG | TRIM | 1,399,857 | 666,985 | -52.4% | $149.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | TRIM | 676,814 | 506,103 | -25.2% | $113.5M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 671,321 | 452,084 | -32.7% | $101.4M |
| JANE STREET GROUP, LLC | DOUBLED | 52,372 | 397,578 | +659.1% | $89.2M |
| Alyeska Investment Group, L.P. | ADD | 253,228 | 322,236 | +27.3% | $72.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 1, 2026 | Yehle Jeffrey | Senior VP & CHRO | TAX W/H | 173 | $204.38 | $35.4K |
| Mar 13, 2026 | Woenker Christopher B. | Senior VP & CFO | TAX W/H | 97 | $204.28 | $19.8K |
| Mar 13, 2026 | Paulson Ryan | VP & Controller | TAX W/H | 30 | $204.28 | $6.1K |
| Mar 13, 2026 | Paulson Ryan | VP & Controller | TAX W/H | 37 | $204.28 | $7.6K |
| Mar 13, 2026 | Juneja Girish | Senior VP & CDO | TAX W/H | 83 | $204.28 | $17.0K |
| Mar 13, 2026 | Juneja Girish | Senior VP & CDO | TAX W/H | 92 | $204.28 | $18.8K |
| Mar 13, 2026 | Cabrera Ivonne M | SVP, General Counsel & Secr. | TAX W/H | 277 | $204.28 | $56.6K |
| Mar 13, 2026 | Cabrera Ivonne M | SVP, General Counsel & Secr. | TAX W/H | 175 | $204.28 | $35.7K |
| Mar 13, 2026 | Tobin Richard J | Chairman, President & CEO | TAX W/H | 1,835 | $204.28 | $374.9K |
| Mar 13, 2026 | Moran James M | VP & Treasurer | TAX W/H | 20 | $204.28 | $4.1K |