Market Cap
$46.3B
| 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 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 13, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 22, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 16, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jun 10, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jun 10, 2026 | Evercore ISI Group | UPGRADE | Outperform | 59% |
| Jun 3, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 29, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 16 | 6 | 0 | 0 | 79% | |
| Aug 1, 2026 | 7 | 17 | 6 | 0 | 0 | 80% | |
| Jul 1, 2026 | 7 | 16 | 7 | 0 | 0 | 77% | |
| Jun 1, 2026 | 5 | 11 | 8 | 0 | 0 | 67% | |
| May 1, 2026 | 5 | 11 | 8 | 0 | 0 | 67% | |
| Apr 1, 2026 | 5 | 11 | 8 | 0 | 0 | 67% | |
| Mar 1, 2026 | 5 | 11 | 8 | 0 | 0 | 67% | |
| Feb 1, 2026 | 5 | 11 | 8 | 0 | 0 | 67% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.63 | $1.50–$1.72 | 6.5% | -0.3% | 1↑ 3↓ | $4.2B | 12 |
| Next Q | $0.91 | $0.78–$1.34 | 78.5% | +0.9% | 4↑ 0↓ | $3.3B | 12 |
| Current FY | $4.40 | $4.33–$4.49 | 12.5% | +0.1% | 3↑ 1↓ | $14.0B | 21 |
| Next FY | $5.10 | $5.00–$5.21 | 16.0% | +0.1% | 3↑ 1↓ | $15.3B | 21 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.630 | — |
| 7d ago | $1.630 | — |
| 30d ago | $1.634 | -0.004 |
| 60d ago | $1.696 | -0.066 |
| 90d ago | $1.676 | -0.047 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 42,324,362 | $4.9B | 11.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 30,538,725 | $3.5B | 8.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 26,857,755 | $3.1B | 7.6% | — |
| STATE STREET CORP | 25,587,118 | $2.9B | 7.2% | — |
| JPMORGAN CHASE & CO | 24,917,975 | $2.9B | 7.1% | — |
| BANK OF AMERICA CORP /DE/ | 17,339,974 | $2.0B | 4.9% | — |
| AMERIPRISE FINANCIAL INC | 14,077,782 | $1.6B | 4.0% | — |
| FMR LLC | 13,241,867 | $1.5B | 3.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 12,156,825 | $1.4B | 3.4% | — |
| MORGAN STANLEY | 9,808,504 | $1.1B | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 5,260,607 | — | $604.2M |
| BARCLAYS PLC | DOUBLED | 727,397 | 4,094,420 | +462.9% | $470.3M |
| ROYAL BANK OF CANADA | ADD | 1,952,497 | 3,767,840 | +93.0% | $432.8M |
| Soroban Capital Partners LP | ADD | 1,723,304 | 2,324,097 | +34.9% | $266.9M |
| MILLENNIUM MANAGEMENT LLC | ADD | 1,644,953 | 2,224,055 | +35.2% | $255.5M |
| CITIGROUP INC | DOUBLED | 510,758 | 1,670,027 | +227.0% | $191.8M |
| Amundi | ADD | 795,367 | 1,329,571 | +67.2% | $152.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 897,651 | 1,182,586 | +31.7% | $135.8M |
| SOROS FUND MANAGEMENT LLC | DOUBLED | 77,178 | 913,912 | +1084.2% | $105.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 759,555 | — | $87.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | VIAMONTES ELIECER | EXERCISE | 2,824 | $49.54 | $139.9K | |
| Sep 14, 2026 | VIAMONTES ELIECER | SELL | 9,068 | $103.93 | $942.4K | |
| Sep 14, 2026 | VIAMONTES ELIECER | EXERCISE | 2,616 | $54.24 | $141.9K | |
| Sep 14, 2026 | VIAMONTES ELIECER | EXERCISE | 1,488 | $82.79 | $123.2K | |
| Sep 10, 2026 | Landreaux Laura R | SELL | 5,600 | $106.20 | $594.7K | |
| Aug 31, 2026 | Ellis Brian W | Director | AWARD | 218 | — | — |
| Aug 31, 2026 | DONALD KIRKLAND H | Director | AWARD | 218 | — | — |
| Aug 31, 2026 | Hyland M Elise | Director | AWARD | 218 | — | — |
| Aug 31, 2026 | FREDERICKSON PHILIP L | Director | AWARD | 218 | — | — |
| Aug 31, 2026 | CALDWELL JAMES FRANK JR | Director | AWARD | 218 | — | — |