Market Cap
$23.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 28, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 27, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 27, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 24, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 9, 2026 | Keefe, Bruyette & Woods | DOWNGRADE | Market Perform | 58% |
| Jul 7, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Jul 1, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Apr 27, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Apr 24, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 11 | 0 | 0 | 48% | |
| Aug 1, 2026 | 3 | 7 | 11 | 0 | 0 | 48% | |
| Jul 1, 2026 | 3 | 8 | 10 | 0 | 0 | 52% | |
| Jun 1, 2026 | 3 | 8 | 10 | 0 | 0 | 52% | |
| May 1, 2026 | 3 | 8 | 10 | 0 | 0 | 52% | |
| Apr 1, 2026 | 4 | 11 | 7 | 0 | 0 | 68% | |
| Mar 1, 2026 | 4 | 11 | 7 | 0 | 0 | 68% | |
| Feb 1, 2026 | 5 | 10 | 7 | 0 | 0 | 68% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $45.56 | $43.94–$46.67 | 2.1% | +0.4% | 6↑ 3↓ | $2.2B | 10 |
| Next Q | $47.60 | $45.17–$52.51 | -7.1% | +0.3% | 2↑ 7↓ | $2.3B | 10 |
| Current FY | $192.92 | $180.90–$201.13 | 8.5% | +0.1% | 10↑ 0↓ | $8.9B | 11 |
| Next FY | $200.19 | $188.86–$217.31 | 3.8% | +1.5% | 3↑ 5↓ | $9.3B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $45.564 | — |
| 7d ago | $45.479 | +0.085 |
| 30d ago | $45.372 | +0.193 |
| 60d ago | $45.357 | +0.207 |
| 90d ago | $45.638 | -0.074 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| HARRIS ASSOCIATES L P | 919,347 | $1.9B | 16.7% | — |
| BlackRock, Inc. | 859,143 | $1.8B | 15.6% | — |
| DODGE & COX | 404,215 | $841.1M | 7.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 358,575 | $746.1M | 6.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 312,316 | $649.9M | 5.7% | — |
| STATE STREET CORP | 208,230 | $433.3M | 3.8% | — |
| JPMORGAN CHASE & CO | 184,805 | $384.3M | 3.4% | TRIM -30.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 171,811 | $356.7M | 3.1% | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 154,960 | $322.4M | 2.8% | — |
| COATUE MANAGEMENT LLC | 139,498 | $290.3M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | TRIM | 264,614 | 184,805 | -30.2% | $384.3M |
| MORGAN STANLEY | TRIM | 137,440 | 99,191 | -27.8% | $206.4M |
| NORGES BANK | NEW | — | 64,804 | — | $134.8M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 11,700 | 57,311 | +389.8% | $119.3M |
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 24,412 | 41,023 | +68.0% | $85.4M |
| BROWN ADVISORY INC | TRIM | 87,124 | 36,593 | -58.0% | $76.1M |
| Qube Research & Technologies Ltd | NEW | — | 25,484 | — | $53.0M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 33,350 | 23,855 | -28.5% | $49.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 11,962 | 23,561 | +97.0% | $49.0M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 15,286 | 23,086 | +51.0% | $48.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Holding Olivia Britton | 10%+ Owner | SELL | 5,000 | $19.50 | $97.5K |
| Sep 15, 2026 | Holding Olivia Britton | 10%+ Owner | SELL | 2,000 | $19.60 | $39.2K |
| Aug 19, 2026 | Morais Diane E. | Director | BUY | 46 | $2,168.13 | $99.7K |
| Aug 19, 2026 | Morais Diane E. | Director | BUY | 4 | $2,167.80 | $8.7K |
| Jun 5, 2026 | HOLDING FRANK B JR | Chairman and CEO | BUY | 50 | $1,743.80 | $87.2K |
| Jun 5, 2026 | HOLDING FRANK B JR | Chairman and CEO | BUY | 60 | $1,860.00 | $111.6K |
| Jun 5, 2026 | HOLDING FRANK B JR | Chairman and CEO | BUY | 2 | $1,998.68 | $4.0K |
| Jun 5, 2026 | HOLDING FRANK B JR | Chairman and CEO | BUY | 8 | $2,010.00 | $16.1K |
| Jun 5, 2026 | HOLDING FRANK B JR | Chairman and CEO | BUY | 23 | $2,030.00 | $46.7K |
| Jun 5, 2026 | HOLDING FRANK B JR | Chairman and CEO | BUY | 47 | $2,050.00 | $96.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 14, 2026 | Thomas Kean Jr | R | HOUSE | SELL | $1,001 - $15,000 | First Citizens BancShares Inc | May 25, 2026(42d) |
| Mar 26, 2026 | Thomas Kean Jr | R | HOUSE | SELL | $1,001 - $15,000 | First Citizens BancShares Inc | Apr 14, 2026(20d) |
| Feb 5, 2026 | Thomas Kean Jr | R | HOUSE | BUY | $1,001 - $15,000 | First Citizens BancShares Inc | Mar 18, 2026(42d) |