Market Cap
$50.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 28, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 14, 2026 | Raymond James | MAINTAIN | Strong Buy | 54% |
| Sep 14, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 3, 2026 | Seaport Global | INITIATE | Buy | 51% |
| Aug 31, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 17, 2026 | Argus Research | REITERATE | Buy | 54% |
| Aug 17, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 13, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 11 | 18 | 3 | 1 | 0 | 88% | |
| Aug 1, 2026 | 11 | 17 | 3 | 1 | 0 | 88% | |
| Jul 1, 2026 | 11 | 18 | 3 | 1 | 0 | 88% | |
| Jun 1, 2026 | 11 | 15 | 5 | 1 | 0 | 81% | |
| May 1, 2026 | 10 | 16 | 5 | 1 | 0 | 81% | |
| Apr 1, 2026 | 9 | 17 | 6 | 1 | 0 | 79% | |
| Mar 1, 2026 | 9 | 16 | 7 | 1 | 0 | 76% | |
| Feb 1, 2026 | 9 | 17 | 10 | 0 | 0 | 72% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.25 | $0.84–$1.56 | 20.5% | +0.1% | 10↑ 5↓ | $7.0B | 19 |
| Next Q | $1.35 | $0.90–$1.69 | 64.1% | +2.5% | 10↑ 5↓ | $7.3B | 17 |
| Current FY | $5.43 | $4.13–$6.89 | 38.6% | +0.4% | 13↑ 4↓ | $25.6B | 24 |
| Next FY | $4.85 | $2.40–$5.92 | -8.4% | +1.3% | 3↑ 5↓ | $27.2B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.253 | — |
| 7d ago | $1.215 | +0.038 |
| 30d ago | $1.252 | +0.001 |
| 60d ago | $1.214 | +0.039 |
| 90d ago | $1.350 | -0.097 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 95,378,854 | $3.9B | 12.3% | ADD +57.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 75,348,040 | $3.1B | 9.7% | ADD +86.8% |
| STATE STREET CORP | 73,179,266 | $3.0B | 9.4% | ADD +89.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 57,263,240 | $2.4B | 7.4% | ADD +66.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 51,522,376 | $2.1B | 6.6% | DOUBLED +418.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 38,323,956 | $1.6B | 4.9% | ADD +99.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 30,520,177 | $1.3B | 3.9% | ADD +82.2% |
| DAVIS SELECTED ADVISERS | 25,297,991 | $1.0B | 3.3% | NEW |
| Invesco Ltd. | 24,148,878 | $997.8M | 3.1% | — |
| MORGAN STANLEY | 23,513,769 | $971.6M | 3.0% | DOUBLED +100.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 60,507,488 | 95,378,854 | +57.6% | $3.9B |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 40,328,127 | 75,348,040 | +86.8% | $3.1B |
| STATE STREET CORP | ADD | 38,564,178 | 73,179,266 | +89.8% | $3.0B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 34,336,786 | 57,263,240 | +66.8% | $2.4B |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 9,940,941 | 51,522,376 | +418.3% | $2.1B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 19,171,853 | 38,323,956 | +99.9% | $1.6B |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 16,751,599 | 30,520,177 | +82.2% | $1.3B |
| DAVIS SELECTED ADVISERS | NEW | — | 25,297,991 | — | $1.0B |
| MORGAN STANLEY | DOUBLED | 11,726,849 | 23,513,769 | +100.5% | $971.6M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 9,132,342 | 16,992,378 | +86.1% | $702.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Lowe Robert Ferrall III | EVP EXPLORATION & PRODUCTION | SELL | 6,756 | $50.95 | $344.2K |
| Sep 14, 2026 | Gaspar Clay M | PRESIDENT AND CEO | BUY | 3,913 | $51.08 | $199.9K |
| Sep 10, 2026 | Gaspar Clay M | PRESIDENT AND CEO | AWARD | 53,979 | — | — |
| Jul 1, 2026 | JORDEN THOMAS E | Director | GIFT | 7,684 | — | — |
| Jun 30, 2026 | KINDICK KELT | Director | AWARD | 5,567 | — | — |
| Jun 30, 2026 | Fox Ann G | Director | AWARD | 5,567 | — | — |
| Jun 30, 2026 | Brock Amanda M | Director | AWARD | 5,567 | — | — |
| Jun 30, 2026 | Kurz Karl F | Director | AWARD | 5,567 | — | — |
| Jun 30, 2026 | Hernandez Jacinto J | Director | AWARD | 5,567 | — | — |
| Jun 30, 2026 | Shellebarger Jeffrey Earle | Director | AWARD | 5,567 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 8, 2026 | Kevin Hern | R | HOUSE | EXCHANGE | $15,001 - $50,000 | Devon Energy Corp | Jun 3, 2026(27d) |
| May 8, 2026 | Kevin Hern | R | HOUSE | EXCHANGE | $15,001 - $50,000 | Devon Energy Corp | Jun 3, 2026(27d) |
| Apr 9, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Devon Energy Corp | May 8, 2026(30d) |