Market Cap
$84.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 17, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Jul 17, 2026 | Leerink Partners | MAINTAIN | Market Perform | 49% |
| Jul 16, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 16, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 16, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 16, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 16, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Jul 14, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 14, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 13, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 12 | 10 | 0 | 0 | 66% | |
| Aug 1, 2026 | 7 | 12 | 10 | 0 | 0 | 66% | |
| Jul 1, 2026 | 6 | 12 | 11 | 0 | 0 | 62% | |
| Jun 1, 2026 | 6 | 11 | 12 | 0 | 0 | 59% | |
| May 1, 2026 | 6 | 10 | 13 | 0 | 0 | 55% | |
| Apr 1, 2026 | 5 | 10 | 13 | 0 | 0 | 54% | |
| Mar 1, 2026 | 5 | 10 | 13 | 0 | 0 | 54% | |
| Feb 1, 2026 | 5 | 11 | 12 | 0 | 0 | 57% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.66 | $4.55–$4.99 | -22.7% | -0.1% | 3↑ 14↓ | $49.1B | 19 |
| Next Q | $2.43 | $1.91–$3.31 | -27.0% | -1.5% | 0↑ 1↓ | $48.1B | 20 |
| Current FY | $27.17 | $27.00–$28.25 | -10.3% | +0.0% | 0↑ 1↓ | $196.6B | 22 |
| Next FY | $29.54 | $29.00–$31.00 | 8.7% | -0.2% | 2↑ 0↓ | $200.3B | 22 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.661 | — |
| 7d ago | $4.665 | -0.004 |
| 30d ago | $4.665 | -0.004 |
| 60d ago | $4.671 | -0.010 |
| 90d ago | $5.097 | -0.436 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 18,991,090 | $7.3B | 13.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,058,204 | $5.4B | 9.7% | — |
| STATE STREET CORP | 10,426,610 | $4.0B | 7.2% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 9,213,513 | $3.6B | 6.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,214,356 | $2.4B | 4.3% | — |
| Sanders Capital, LLC | 5,825,024 | $2.3B | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,166,124 | $2.0B | 3.5% | — |
| HARRIS ASSOCIATES L P | 4,924,511 | $1.9B | 3.4% | — |
| Artisan Partners Limited Partnership | 4,581,222 | $1.8B | 3.2% | — |
| Invesco Ltd. | 4,234,231 | $1.6B | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 3,958,856 | — | $1.5B |
| FMR LLC | ADD | 1,975,719 | 3,131,652 | +58.5% | $1.2B |
| CITIGROUP INC | DOUBLED | 238,850 | 2,096,863 | +777.9% | $810.9M |
| GOLDMAN SACHS GROUP INC | ADD | 1,476,183 | 2,005,613 | +35.9% | $775.6M |
| BANK OF AMERICA CORP /DE/ | TRIM | 2,718,766 | 1,806,267 | -33.6% | $698.5M |
| Amundi | TRIM | 2,693,664 | 1,644,537 | -38.9% | $636.0M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 2,078,364 | 1,528,416 | -26.5% | $591.1M |
| CITADEL ADVISORS LLC | TRIM | 1,562,219 | 906,386 | -42.0% | $350.5M |
| Capital International Investors | TRIM | 1,050,861 | 751,772 | -28.5% | $290.7M |
| ROYAL BANK OF CANADA | ADD | 495,383 | 694,935 | +40.3% | $268.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Wessling Erin M | EVP & Chief Legal Officer | TAX W/H | 255 | $414.78 | $105.8K |
| Sep 2, 2026 | Craig Ryan R | EVP & Chief HR Officer | TAX W/H | 144 | $405.84 | $58.4K |
| Sep 2, 2026 | Wessling Erin M | EVP & Chief Legal Officer | TAX W/H | 94 | $405.84 | $38.1K |
| Jul 17, 2026 | PERU RAMIRO G | Director | BUY | 1,000 | $366.05 | $366.1K |
| Jul 17, 2026 | BOUDREAUX GAIL | President and CEO | BUY | 680 | $366.41 | $249.2K |
| Jul 17, 2026 | BOUDREAUX GAIL | President and CEO | BUY | 2,045 | $368.25 | $753.1K |
| Jun 12, 2026 | Penczek Ronald W | CAO & Controller | SELL | 369 | $403.16 | $148.8K |
| Jun 11, 2026 | Dixon Robert L JR | Director | SELL | 151 | $401.77 | $60.7K |
| May 19, 2026 | Penczek Ronald W | CAO & Controller | EXERCISE | 877 | $311.48 | $273.2K |
| May 19, 2026 | Penczek Ronald W | CAO & Controller | SELL | 1,531 | $403.13 | $617.2K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Dec 29, 2025 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Elevance Health Inc | Jan 16, 2026(19d) |