Market Cap
$27.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Truist Securities | UPGRADE | Buy | 55% |
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 21, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Sep 2, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 27, 2026 | BMO Capital | UPGRADE | Outperform | 53% |
| Aug 18, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Jul 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 24, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 10, 2026 | UBS | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 10 | 12 | 1 | 0 | 48% | |
| Aug 1, 2026 | 2 | 9 | 13 | 1 | 0 | 44% | |
| Jul 1, 2026 | 2 | 8 | 13 | 1 | 0 | 42% | |
| Jun 1, 2026 | 2 | 8 | 12 | 2 | 0 | 42% | |
| May 1, 2026 | 2 | 8 | 12 | 2 | 0 | 42% | |
| Apr 1, 2026 | 2 | 8 | 12 | 2 | 0 | 42% | |
| Mar 1, 2026 | 2 | 7 | 13 | 2 | 0 | 38% | |
| Feb 1, 2026 | 2 | 7 | 14 | 1 | 0 | 38% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.19 | $1.12–$1.22 | 52.5% | -0.2% | 0↑ 2↓ | $0.7B | 7 |
| Next Q | $1.17 | $1.13–$1.21 | -13.7% | -0.2% | 1↑ 1↓ | $0.7B | 7 |
| Current FY | $4.66 | $4.53–$4.78 | 1.6% | +0.8% | 2↑ 0↓ | $3.0B | 8 |
| Next FY | $4.85 | $4.54–$5.02 | 4.0% | +0.9% | 1↑ 1↓ | $3.1B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.190 | — |
| 7d ago | $1.192 | -0.002 |
| 30d ago | $1.192 | -0.003 |
| 60d ago | $1.145 | +0.045 |
| 90d ago | $1.167 | +0.022 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 22,947,440 | $3.3B | 14.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18,616,459 | $2.7B | 11.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,807,439 | $2.0B | 8.4% | — |
| STATE STREET CORP | 13,558,465 | $2.0B | 8.3% | — |
| NORGES BANK | 9,300,678 | $1.4B | 5.7% | NEW |
| Capital Research Global Investors | 6,300,111 | $915.4M | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,139,183 | $888.8M | 3.7% | — |
| PRINCIPAL FINANCIAL GROUP INC | 6,057,187 | $880.1M | 3.7% | — |
| FMR LLC | 5,088,487 | $739.4M | 3.1% | — |
| Capital World Investors | 4,149,130 | $602.9M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 9,300,678 | — | $1.4B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 9,188 | 2,241,413 | +24295.0% | $325.7M |
| Daiwa Securities Group Inc. | TRIM | 2,927,433 | 2,070,884 | -29.3% | $300.9M |
| JPMORGAN CHASE & CO | TRIM | 3,097,227 | 1,596,753 | -48.4% | $236.7M |
| CITADEL ADVISORS LLC | ADD | 1,102,747 | 1,583,903 | +43.6% | $230.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | TRIM | 2,048,195 | 1,467,285 | -28.4% | $213.2M |
| MILLENNIUM MANAGEMENT LLC | NEW | — | 1,415,100 | — | $205.6M |
| DEUTSCHE BANK AG\ | TRIM | 2,183,660 | 1,059,736 | -51.5% | $154.0M |
| Nuveen, LLC | TRIM | 1,501,687 | 1,008,216 | -32.9% | $146.5M |
| Russell Investments Group, Ltd. | TRIM | 1,213,123 | 839,763 | -30.8% | $122.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 4, 2026 | Margolis Joseph D | Chief Executive Officer | GIFT | 13,503 | — | — |
| Jul 1, 2026 | Norman Jeffrey Jay | Executive VP and CFO | TAX W/H | 735 | $147.29 | $108.3K |
| Jul 1, 2026 | Springer William N | President | TAX W/H | 138 | $147.29 | $20.3K |
| Jul 1, 2026 | Dickens Zachary T | EVP, Chief Investment Officer | TAX W/H | 164 | $147.29 | $24.2K |
| Jun 11, 2026 | McNeal Gwyn Goodson | EVP/Chief Legal Officer | SELL | 3,300 | $150.00 | $495.0K |
| May 14, 2026 | CRITTENDEN GARY L | Director | AWARD | 1,407 | $142.19 | $200.1K |
| May 14, 2026 | Barberio Mark G | Director | AWARD | 1,407 | $142.19 | $200.1K |
| May 14, 2026 | Saffire Joseph | Director | AWARD | 1,407 | $142.19 | $200.1K |
| May 14, 2026 | Vander Ploeg Julia | Director | AWARD | 1,407 | $142.19 | $200.1K |
| May 14, 2026 | Bonner Joseph J | Director | AWARD | 1,407 | $142.19 | $200.1K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 12, 2026 | Julia Letlow | R | HOUSE | BUY | $1,001 - $15,000 | Extra Space Storage Inc | Mar 13, 2026(30d) |