Market Cap
$19.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Sep 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Sep 30, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
| Sep 25, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 11, 2026 | Keybanc | INITIATE | Sector Weight | 52% |
| Jul 25, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 24, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 20, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 6, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 2, 2026 | Alembic Global | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 7 | 11 | 2 | 0 | 46% | |
| Aug 1, 2026 | 4 | 7 | 11 | 2 | 0 | 46% | |
| Jul 1, 2026 | 4 | 7 | 11 | 2 | 0 | 46% | |
| Jun 1, 2026 | 4 | 8 | 10 | 2 | 0 | 50% | |
| May 1, 2026 | 3 | 8 | 11 | 2 | 0 | 46% | |
| Apr 1, 2026 | 3 | 7 | 13 | 1 | 0 | 42% | |
| Mar 1, 2026 | 1 | 1 | 19 | 6 | 1 | 7% | |
| Feb 1, 2026 | 2 | 4 | 17 | 2 | 0 | 24% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.66 | $0.57–$0.81 | 447.5% | -14.4% | 3↑ 9↓ | $11.2B | 15 |
| Next Q | $0.44 | $0.24–$0.80 | 228.5% | +12.3% | 3↑ 9↓ | $10.6B | 15 |
| Current FY | $2.42 | $2.18–$2.75 | 356.9% | -2.1% | 0↑ 2↓ | $43.7B | 18 |
| Next FY | $1.72 | $1.10–$2.30 | -28.9% | -6.5% | 1↑ 2↓ | $42.8B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.660 | — |
| 7d ago | $0.674 | -0.014 |
| 30d ago | $0.771 | -0.111 |
| 60d ago | $0.782 | -0.122 |
| 90d ago | $1.063 | -0.403 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 61,742,580 | $1.7B | 13.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 47,031,008 | $1.3B | 10.1% | — |
| STATE STREET CORP | 37,869,410 | $1.0B | 8.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 34,887,097 | $954.5M | 7.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 19,281,367 | $525.4M | 4.1% | — |
| TWO SIGMA INVESTMENTS, LP | 17,873,366 | $489.0M | 3.8% | — |
| Capital World Investors | 15,744,500 | $430.8M | 3.4% | DOUBLED +121.7% |
| AQR CAPITAL MANAGEMENT LLC | 15,698,239 | $429.5M | 3.4% | — |
| MORGAN STANLEY | 15,099,766 | $413.1M | 3.2% | — |
| PZENA INVESTMENT MANAGEMENT LLC | 12,507,011 | $342.2M | 2.7% | TRIM -34.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | DOUBLED | 7,103,018 | 15,744,500 | +121.7% | $430.8M |
| PZENA INVESTMENT MANAGEMENT LLC | TRIM | 18,947,602 | 12,507,011 | -34.0% | $342.2M |
| NORGES BANK | NEW | — | 9,303,665 | — | $254.5M |
| GOLDMAN SACHS GROUP INC | ADD | 6,234,552 | 8,825,633 | +41.6% | $241.5M |
| D. E. Shaw & Co., Inc. | DOUBLED | 3,133,461 | 7,313,258 | +133.4% | $200.1M |
| Qube Research & Technologies Ltd | NEW | — | 6,879,031 | — | $188.2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 1,978,149 | 6,442,341 | +225.7% | $176.3M |
| BARCLAYS PLC | ADD | 2,349,010 | 4,187,379 | +78.3% | $114.6M |
| Amundi | DOUBLED | 1,473,716 | 3,929,457 | +166.6% | $107.5M |
| MILLENNIUM MANAGEMENT LLC | ADD | 2,326,561 | 3,860,535 | +65.9% | $105.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 1, 2026 | Carter Karen S | Chief Executive Officer | AWARD | 24,150 | — | — |
| Jul 1, 2026 | Carter Karen S | Chief Executive Officer | AWARD | 126,640 | — | — |
| Apr 9, 2026 | ALLEN SAMUEL R | Director | AWARD | 5,127 | — | — |
| Apr 9, 2026 | FETTIG JEFF M | Director | AWARD | 5,127 | — | — |
| Apr 9, 2026 | Yohannes Daniel | Director | AWARD | 5,127 | — | — |
| Apr 9, 2026 | Wyant Jill S | Director | AWARD | 5,127 | — | — |
| Apr 9, 2026 | Moreno Mejia Luis Alberto | Director | AWARD | 5,127 | — | — |
| Apr 9, 2026 | DEVARD JERRI | Director | AWARD | 5,127 | — | — |
| Apr 9, 2026 | Banister Gaurdie E. JR. | Director | AWARD | 5,127 | — | — |
| Apr 9, 2026 | Hinman Jacqueline C. | Director | AWARD | 5,127 | — | — |