Market Cap
$67.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 9, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 8, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 15, 2026 | Citizens | INITIATE | Market Outperform | 38% |
| Jun 25, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jun 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jun 24, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jun 24, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jun 24, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jun 17, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 15 | 9 | 2 | 0 | 69% | |
| Aug 1, 2026 | 9 | 15 | 9 | 2 | 0 | 69% | |
| Jul 1, 2026 | 8 | 14 | 9 | 2 | 0 | 67% | |
| Jun 1, 2026 | 8 | 13 | 10 | 2 | 0 | 64% | |
| May 1, 2026 | 7 | 13 | 11 | 2 | 0 | 61% | |
| Apr 1, 2026 | 8 | 13 | 11 | 2 | 0 | 62% | |
| Mar 1, 2026 | 8 | 13 | 10 | 3 | 0 | 62% | |
| Feb 1, 2026 | 8 | 12 | 13 | 2 | 0 | 57% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.51 | $3.19–$4.10 | — | +5.6% | 1↑ 0↓ | $22.6B | 7 |
| Next Q | $6.39 | $5.40–$6.95 | — | +0.7% | 1↑ 0↓ | $24.9B | 9 |
| Current FY | $17.95 | $17.50–$19.75 | -1.3% | +1.4% | 0↑ 1↓ | $91.8B | 11 |
| Next FY | $20.94 | $19.41–$22.65 | 16.6% | +0.5% | — | $94.6B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.506 | — |
| 7d ago | $3.570 | -0.064 |
| 30d ago | $3.320 | +0.186 |
| 60d ago | $3.270 | +0.236 |
| 90d ago | $3.270 | +0.236 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 20,784,028 | $6.5B | 14.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,181,180 | $4.4B | 9.7% | — |
| STATE STREET CORP | 10,053,615 | $3.2B | 6.9% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 8,156,799 | $2.6B | 5.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,347,236 | $2.3B | 5.0% | — |
| DODGE & COX | 7,233,269 | $2.3B | 4.9% | TRIM -27.5% |
| FRANKLIN RESOURCES INC | 5,364,782 | $1.7B | 3.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,194,414 | $1.6B | 3.5% | — |
| FMR LLC | 5,040,208 | $1.6B | 3.4% | — |
| NORGES BANK | 3,716,680 | $1.2B | 2.5% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DODGE & COX | TRIM | 9,983,449 | 7,233,269 | -27.5% | $2.3B |
| NORGES BANK | NEW | — | 3,716,680 | — | $1.2B |
| AMERIPRISE FINANCIAL INC | ADD | 1,429,235 | 2,013,867 | +40.9% | $629.2M |
| GOLDMAN SACHS GROUP INC | ADD | 1,466,082 | 1,853,393 | +26.4% | $580.4M |
| Bank of New York Mellon Corp | TRIM | 2,134,672 | 1,491,211 | -30.1% | $466.9M |
| Capital Wealth Planning, LLC | ADD | 1,068,523 | 1,375,782 | +28.8% | $430.8M |
| Allianz Asset Management GmbH | ADD | 863,005 | 1,181,906 | +37.0% | $370.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 499,177 | 906,307 | +81.6% | $283.8M |
| BNP Paribas Asset Management Holding S.A. | ADD | 497,284 | 869,684 | +74.9% | $272.4M |
| JANE STREET GROUP, LLC | DOUBLED | 305,026 | 864,578 | +183.4% | $270.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Ramo Joshua Cooper | Director | EXERCISE | 5,042 | $137.85 | $695.0K |
| Sep 24, 2026 | Ramo Joshua Cooper | Director | TAX W/H | 2,436 | $285.41 | $695.2K |
| Aug 28, 2026 | Ellison Marvin R | Director | TAX W/H | 2,097 | $331.45 | $695.0K |
| Aug 28, 2026 | Ellison Marvin R | Director | EXERCISE | 5,042 | $137.85 | $695.0K |
| Aug 17, 2026 | Talwar Vishal | EVP CDIO & PRESIDENT FDW | AWARD | 1,489 | — | — |
| Aug 7, 2026 | Smith Richard W | COO INTL - CEO Airline FEC | J | 253,927 | — | — |
| Jun 30, 2026 | WALSH PAUL S | Director | SELL | 5,042 | $324.56 | $1.6M |
| Jun 30, 2026 | WALSH PAUL S | Director | EXERCISE | 5,042 | $137.85 | $695.0K |
| Jun 25, 2026 | ADAMS GINA F. | EVP GENL COUNSEL/SECTY | AWARD | 4,734 | — | — |
| Jun 25, 2026 | ADAMS GINA F. | EVP GENL COUNSEL/SECTY | AWARD | 3,567 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 21, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | FedEx Corp | Sep 7, 2026(49d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | FedEx Corp | Aug 12, 2026(37d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | FedEx Corp | May 13, 2026(31d) |
| Mar 25, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $1,001 - $15,000 | FedEx Corp | Apr 22, 2026(29d) |
| Mar 19, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $15,001 - $50,000 | FedEx Corp | Apr 22, 2026(35d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | FedEx Corp | Feb 16, 2026(39d) |