Market Cap
$22.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 25, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Sep 25, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 25, 2026 | Freedom Capital Markets | MAINTAIN | Buy | 46% |
| Sep 25, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Sep 25, 2026 | BTIG | REITERATE | Buy | 53% |
| Sep 25, 2026 | Stephens & Co. | REITERATE | Equal-Weight | 54% |
| Sep 24, 2026 | TD Cowen | REITERATE | Hold | 56% |
| Sep 21, 2026 | Freedom Capital Markets | MAINTAIN | Buy | 46% |
| Sep 16, 2026 | Seaport Global | INITIATE | Buy | 51% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 10 | 12 | 1 | 0 | 61% | |
| Aug 1, 2026 | 9 | 10 | 13 | 1 | 0 | 58% | |
| Jul 1, 2026 | 9 | 11 | 13 | 1 | 0 | 59% | |
| Jun 1, 2026 | 9 | 12 | 12 | 1 | 0 | 62% | |
| May 1, 2026 | 10 | 13 | 12 | 1 | 0 | 64% | |
| Apr 1, 2026 | 10 | 13 | 12 | 1 | 0 | 64% | |
| Mar 1, 2026 | 10 | 13 | 13 | 1 | 0 | 62% | |
| Feb 1, 2026 | 10 | 13 | 13 | 1 | 0 | 62% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.25 | $2.07–$2.34 | 8.4% | -1.4% | 0↑ 2↓ | $3.3B | 27 |
| Next Q | $3.27 | $3.16–$3.41 | 10.9% | +0.7% | 1↑ 0↓ | $3.5B | 27 |
| Current FY | $11.25 | $11.12–$11.30 | 5.8% | -0.2% | 1↑ 0↓ | $13.7B | 26 |
| Next FY | $12.40 | $12.02–$12.71 | 10.2% | +0.1% | 1↑ 0↓ | $14.5B | 28 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.255 | — |
| 7d ago | $2.264 | -0.010 |
| 30d ago | $2.286 | -0.031 |
| 60d ago | $2.287 | -0.033 |
| 90d ago | $2.291 | -0.036 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| Capital World Investors | 15,169,444 | $3.1B | 16.6% | — |
| BlackRock, Inc. | 9,781,606 | $2.0B | 10.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,473,025 | $1.5B | 8.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,374,923 | $1.1B | 5.9% | — |
| STATE STREET CORP | 5,004,209 | $1.0B | 5.5% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 3,884,070 | $800.2M | 4.2% | TRIM -43.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,711,214 | $764.5M | 4.1% | — |
| RAYMOND JAMES FINANCIAL INC | 3,702,140 | $762.7M | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,460,025 | $711.4M | 3.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 6,848,992 | 3,884,070 | -43.3% | $800.2M |
| FEDERATED HERMES, INC. | DOUBLED | 192,832 | 1,163,878 | +503.6% | $239.8M |
| NORGES BANK | NEW | — | 656,068 | — | $135.2M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 493,253 | 624,118 | +26.5% | $128.6M |
| Qube Research & Technologies Ltd | NEW | — | 419,151 | — | $86.3M |
| ROYAL BANK OF CANADA | ADD | 277,495 | 360,546 | +29.9% | $74.3M |
| FMR LLC | ADD | 166,059 | 309,420 | +86.3% | $63.7M |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 58,432 | 301,048 | +415.2% | $62.0M |
| TORONTO DOMINION BANK | ADD | 225,805 | 290,054 | +28.5% | $59.8M |
| Quantinno Capital Management LP | DOUBLED | 55,846 | 256,644 | +359.6% | $52.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Madonna John W. | SVP, Corporate Controller | GIFT | 75 | — | — |
| Sep 28, 2026 | Madonna John W. | SVP, Corporate Controller | GIFT | 510 | — | — |
| Sep 23, 2026 | WILMOTT TIMOTHY J | Director | AWARD | 936 | — | — |
| Sep 23, 2026 | FOGARTY JAMES P | Director | AWARD | 936 | — | — |
| Sep 23, 2026 | CHUGG JULIANA L | Director | AWARD | 936 | — | — |
| Sep 23, 2026 | ATKINS M SHAN | Director | AWARD | 936 | — | — |
| Sep 23, 2026 | JAMISON CYNTHIA T | Director | AWARD | 1,404 | — | — |
| Sep 23, 2026 | Kenningham Daryl | Director | AWARD | 936 | — | — |
| Sep 23, 2026 | Simon William S | Director | AWARD | 936 | — | — |
| Sep 23, 2026 | SONSTEBY CHARLES M | Director | AWARD | 936 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 9, 2026 | Josh Gottheimer | D | HOUSE | SELL | $15,001 - $50,000 | Darden Restaurants Inc | May 20, 2026(42d) |