Market Cap
$47.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 30, 2026 | BNP Paribas | MAINTAIN | Neutral | — |
| Jul 29, 2026 | Citigroup | UPGRADE | Buy | 55% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 29, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 29, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 27, 2026 | Jefferies | UPGRADE | Buy | 53% |
| Jul 17, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 14, 2026 | BNP Paribas | MAINTAIN | Neutral | — |
| Jul 9, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 6 | 16 | 1 | 0 | 41% | |
| Aug 1, 2026 | 6 | 6 | 16 | 2 | 0 | 40% | |
| Jul 1, 2026 | 4 | 6 | 18 | 1 | 1 | 33% | |
| Jun 1, 2026 | 4 | 6 | 18 | 1 | 1 | 33% | |
| May 1, 2026 | 4 | 6 | 18 | 1 | 1 | 33% | |
| Apr 1, 2026 | 4 | 5 | 19 | 1 | 1 | 30% | |
| Mar 1, 2026 | 3 | 5 | 19 | 1 | 1 | 28% | |
| Feb 1, 2026 | 3 | 5 | 19 | 1 | 1 | 28% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.41 | $0.33–$0.51 | -7.9% | -0.3% | 14↑ 1↓ | $46.9B | 14 |
| Next Q | $0.37 | $0.29–$0.43 | 186.3% | +0.7% | 11↑ 4↓ | $45.9B | 14 |
| Current FY | $1.86 | $1.75–$1.95 | 70.7% | -0.3% | 17↑ 0↓ | $177.3B | 18 |
| Next FY | $1.96 | $1.74–$2.15 | 5.1% | +2.2% | 16↑ 2↓ | $180.7B | 19 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.415 | — |
| 7d ago | $0.410 | +0.004 |
| 30d ago | $0.416 | -0.001 |
| 60d ago | $0.363 | +0.052 |
| 90d ago | $0.358 | +0.056 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 334,469,887 | $4.6B | 15.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 255,450,263 | $3.6B | 11.6% | — |
| STATE STREET CORP | 194,039,770 | $2.7B | 8.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 181,567,990 | $2.5B | 8.3% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 137,028,761 | $1.9B | 6.2% | — |
| Newport Trust Company, LLC | 131,114,486 | $1.8B | 6.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 121,010,192 | $1.7B | 5.5% | — |
| BANK OF AMERICA CORP /DE/ | 72,424,686 | $1.0B | 3.3% | DOUBLED +318.0% |
| MORGAN STANLEY | 53,075,766 | $737.8M | 2.4% | — |
| NORGES BANK | 51,707,627 | $718.7M | 2.4% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 17,324,442 | 72,424,686 | +318.0% | $1.0B |
| NORGES BANK | NEW | — | 51,707,627 | — | $718.7M |
| Bank of New York Mellon Corp | ADD | 41,243,335 | 51,598,382 | +25.1% | $717.2M |
| JPMORGAN CHASE & CO | ADD | 17,436,391 | 32,229,131 | +84.8% | $451.9M |
| DEUTSCHE BANK AG\ | ADD | 10,901,609 | 19,249,162 | +76.6% | $267.6M |
| UBS Group AG | TRIM | 26,153,017 | 14,860,251 | -43.2% | $206.6M |
| Man Group plc | TRIM | 24,745,116 | 11,812,989 | -52.3% | $164.2M |
| Nuveen, LLC | TRIM | 15,113,429 | 11,260,321 | -25.5% | $156.5M |
| CITIGROUP INC | ADD | 7,703,111 | 9,968,884 | +29.4% | $138.6M |
| WELLS FARGO & COMPANY/MN | ADD | 6,199,993 | 9,556,137 | +54.1% | $132.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | Ford III Henry | Director | GIFT | 8,673 | — | — |
| Sep 22, 2026 | Ford III Henry | Director | GIFT | 2,891 | — | — |
| Sep 15, 2026 | FORD WILLIAM CLAY JR | Executive Chair and Chair | J | 1,464,460 | — | — |
| Sep 15, 2026 | FORD WILLIAM CLAY JR | Executive Chair and Chair | J | 1,451,097 | — | — |
| Sep 15, 2026 | FORD WILLIAM CLAY JR | Executive Chair and Chair | J | 85,301 | — | — |
| Sep 15, 2026 | FORD WILLIAM CLAY JR | Executive Chair and Chair | J | 85,301 | — | — |
| Sep 1, 2026 | Cisneros Adriana | Director | AWARD | 672 | — | — |
| Sep 1, 2026 | Veihmeyer John B | Director | AWARD | 977 | — | — |
| Sep 1, 2026 | Veihmeyer John B | Director | AWARD | 770 | — | — |
| Sep 1, 2026 | Radakovich Lynn Vojvodich | Director | AWARD | 609 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Ford Motor Co | Sep 7, 2026(29d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Ford Motor Co | May 13, 2026(31d) |
| Apr 9, 2026 | Josh Gottheimer | D | HOUSE | SELL | $15,001 - $50,000 | Ford Motor Co | May 20, 2026(42d) |