Market Cap
$88.9B
| 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 17, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Aug 5, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 23, 2026 | Keybanc | UPGRADE | Overweight | 52% |
| Jul 20, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 17, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 16, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jun 18, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 11 | 1 | 0 | 56% | |
| Aug 1, 2026 | 4 | 11 | 12 | 1 | 0 | 54% | |
| Jul 1, 2026 | 4 | 10 | 13 | 1 | 0 | 50% | |
| Jun 1, 2026 | 4 | 10 | 13 | 1 | 0 | 50% | |
| May 1, 2026 | 4 | 10 | 14 | 1 | 0 | 48% | |
| Apr 1, 2026 | 4 | 9 | 14 | 1 | 0 | 46% | |
| Mar 1, 2026 | 4 | 10 | 13 | 1 | 0 | 50% | |
| Feb 1, 2026 | 4 | 10 | 13 | 1 | 0 | 50% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.83 | $1.32–$1.94 | 1.2% | -0.3% | 3↑ 8↓ | $8.9B | 12 |
| Next Q | $1.54 | $1.37–$2.15 | 2.6% | -0.7% | 1↑ 10↓ | $8.0B | 12 |
| Current FY | $6.71 | $6.62–$6.80 | 6.3% | -0.0% | 3↑ 2↓ | $33.7B | 21 |
| Next FY | $7.17 | $7.10–$7.29 | 6.9% | -0.0% | 5↑ 4↓ | $35.3B | 21 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.832 | — |
| 7d ago | $1.837 | -0.005 |
| 30d ago | $1.837 | -0.005 |
| 60d ago | $1.883 | -0.051 |
| 90d ago | $1.911 | -0.080 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 70,543,988 | $8.9B | 16.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 50,837,658 | $6.4B | 12.2% | — |
| STATE STREET CORP | 44,953,588 | $5.7B | 10.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 20,367,382 | $2.6B | 4.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 20,366,327 | $2.6B | 4.9% | — |
| MORGAN STANLEY | 13,107,459 | $1.7B | 3.1% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 12,742,489 | $1.6B | 3.1% | — |
| FRANKLIN RESOURCES INC | 10,537,072 | $1.3B | 2.5% | — |
| FMR LLC | 9,703,239 | $1.2B | 2.3% | — |
| PeakShares LLC | 9,467 | $1.2B | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Amundi | ADD | 1,945,496 | 2,468,776 | +26.9% | $312.5M |
| FIRST TRUST ADVISORS LP | DOUBLED | 768,677 | 1,982,053 | +157.9% | $250.9M |
| CITIGROUP INC | ADD | 933,761 | 1,841,739 | +97.2% | $233.1M |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 433,397 | 1,154,750 | +166.4% | $146.2M |
| Quantinno Capital Management LP | ADD | 592,879 | 868,816 | +46.5% | $110.0M |
| Qube Research & Technologies Ltd | DOUBLED | 36,071 | 744,129 | +1963.0% | $94.2M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 2,800 | 739,550 | +26312.5% | $93.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 1,346,043 | 736,492 | -45.3% | $93.2M |
| Squarepoint Ops LLC | DOUBLED | 255,284 | 553,673 | +116.9% | $70.1M |
| NATIONAL BANK OF CANADA /FI/ | ADD | 394,908 | 502,004 | +27.1% | $63.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Mullen Joyce A | Director | AWARD | 1,066 | $113.41 | $120.9K |
| Jul 2, 2026 | Kesner Idalene Fay | Director | AWARD | 266 | $129.60 | $34.5K |
| May 20, 2026 | Weintraub Alexander J. | EVP, Chief Customer Officer | I | 394 | $123.81 | $48.8K |
| May 19, 2026 | Weintraub Alexander J. | EVP, Chief Customer Officer | I | 3,265 | $124.56 | $406.7K |
| May 18, 2026 | CRAVER THEODORE F JR | Director | GIFT | 2,402 | — | — |
| May 11, 2026 | Renjel Louis E. | EVP&CEO DEF&MW&ChiefCorpAffOff | SELL | 3,500 | $125.15 | $438.0K |
| May 8, 2026 | Sideris Harry K. | President, CEO | SELL | 20,000 | $124.37 | $2.5M |
| May 7, 2026 | Kesner Idalene Fay | Director | AWARD | 1,602 | $124.87 | $200.0K |
| May 7, 2026 | Herron John T | Director | AWARD | 1,602 | $124.87 | $200.0K |
| May 7, 2026 | Dunbar Webster Roy | Director | AWARD | 1,602 | $124.87 | $200.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 10, 2026 | Dan Newhouse | R | HOUSE | BUY | $1,001 - $15,000 | Duke Energy Corp | Jul 20, 2026(11d) |
| Jun 8, 2026 | Tommy Tuberville | R | SENATE | SELL | $15,001 - $50,000 | Duke Energy Corp | Jul 16, 2026(38d) |