Market Cap
$24.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 3, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 22, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 2, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jun 11, 2026 | Argus Research | DOWNGRADE | Hold | 54% |
| May 11, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| May 8, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Apr 21, 2026 | Scotiabank | MAINTAIN | Sector Underperform | 56% |
| Apr 20, 2026 | Seaport Global | DOWNGRADE | Neutral | 51% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 7 | 10 | 2 | 1 | 48% | |
| Aug 1, 2026 | 5 | 8 | 10 | 2 | 1 | 50% | |
| Jul 1, 2026 | 5 | 8 | 9 | 2 | 1 | 52% | |
| Jun 1, 2026 | 6 | 8 | 8 | 2 | 1 | 56% | |
| May 1, 2026 | 6 | 8 | 8 | 2 | 1 | 56% | |
| Apr 1, 2026 | 6 | 9 | 7 | 2 | 1 | 60% | |
| Mar 1, 2026 | 6 | 9 | 7 | 2 | 1 | 60% | |
| Feb 1, 2026 | 7 | 8 | 8 | 2 | 1 | 58% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.03 | $0.90–$1.16 | -13.1% | +1.7% | 1↑ 1↓ | $3.2B | 7 |
| Next Q | $1.02 | $0.92–$1.17 | -9.3% | +1.3% | 2↑ 2↓ | $3.5B | 7 |
| Current FY | $4.65 | $4.61–$4.70 | -2.3% | -0.0% | 1↑ 1↓ | $13.8B | 11 |
| Next FY | $4.92 | $4.76–$5.04 | 5.7% | +0.1% | 0↑ 1↓ | $14.5B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.035 | — |
| 7d ago | $1.034 | +0.001 |
| 30d ago | $1.018 | +0.017 |
| 60d ago | $1.074 | -0.039 |
| 90d ago | $1.077 | -0.042 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 42,706,691 | $3.1B | 16.5% | — |
| STATE STREET CORP | 28,475,822 | $2.1B | 11.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 24,543,557 | $1.8B | 9.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 20,234,827 | $1.5B | 7.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 11,541,887 | $831.2M | 4.4% | — |
| AQR CAPITAL MANAGEMENT LLC | 10,684,244 | $772.2M | 4.1% | — |
| FMR LLC | 9,557,924 | $690.8M | 3.7% | TRIM -25.3% |
| VICTORY CAPITAL MANAGEMENT INC | 8,553,991 | $618.2M | 3.3% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6,620,413 | $478.5M | 2.6% | — |
| Invesco Ltd. | 6,056,927 | $437.7M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 12,796,942 | 9,557,924 | -25.3% | $690.8M |
| DEUTSCHE BANK AG\ | DOUBLED | 1,517,504 | 4,310,891 | +184.1% | $311.5M |
| NORGES BANK | NEW | — | 4,257,095 | — | $307.7M |
| MACKENZIE FINANCIAL CORP | ADD | 1,125,654 | 1,527,855 | +35.7% | $110.4M |
| ONTARIO TEACHERS PENSION PLAN BOARD | DOUBLED | 28,323 | 1,437,437 | +4975.2% | $103.9M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 2,198,616 | 1,268,647 | -42.3% | $91.7M |
| Bridgewater Associates, LP | NEW | — | 1,195,140 | — | $86.4M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | TRIM | 1,948,273 | 1,179,781 | -39.4% | $85.3M |
| Quantinno Capital Management LP | ADD | 782,887 | 1,074,021 | +37.2% | $77.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 775,238 | 970,366 | +25.2% | $70.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Conner Penelope M | EVP-Cust Exp & Energy Strategy | SELL | 1,500 | $71.50 | $107.3K |
| Aug 24, 2026 | Conner Penelope M | EVP-Cust Exp & Energy Strategy | SELL | 1,500 | $71.10 | $106.6K |
| Jun 4, 2026 | BUTLER GREGORY B | Executive VP & General Counsel | SELL | 7,000 | $69.88 | $489.2K |
| May 14, 2026 | BUTH JAY S. | VP, Controller, Chief Acct Off | I | 407.231 | $68.81 | $28.0K |
| May 8, 2026 | Mudge W Robert | BUY | 750 | $66.49 | $49.9K | |
| Mar 6, 2026 | NOLAN JOSEPH R JR | Chairman of the Bd, Pres & CEO | GIFT | 94,981 | — | — |
| Mar 4, 2026 | Conner Penelope M | EVP-Cust Exp & Energy Strategy | SELL | 1,400 | $75.00 | $105.0K |
| Feb 24, 2026 | CLEVELAND COTTON M | SELL | 2,581 | $74.87 | $193.2K | |
| Feb 23, 2026 | Kim John Y | SELL | 6,339 | $74.49 | $472.2K | |
| Feb 20, 2026 | Kim John Y | SELL | 6,000 | $73.56 | $441.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 16, 2026 | John Fetterman | D | SENATE | BUY | $1,001 - $15,000 | Eversource Energy | Jul 9, 2026(24d) |