Market Cap
$10.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Sep 22, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 17, 2026 | Hovde Group | INITIATE | Market Perform | 79% |
| Sep 8, 2026 | Morgan Stanley | INITIATE | Equal-Weight | 55% |
| Aug 10, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 16, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 16, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 10, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 6, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 6 | 13 | 0 | 0 | 46% | |
| Aug 1, 2026 | 5 | 6 | 13 | 0 | 0 | 46% | |
| Jul 1, 2026 | 5 | 7 | 12 | 0 | 0 | 50% | |
| Jun 1, 2026 | 5 | 7 | 12 | 0 | 0 | 50% | |
| May 1, 2026 | 5 | 7 | 12 | 0 | 0 | 50% | |
| Apr 1, 2026 | 5 | 8 | 10 | 0 | 0 | 57% | |
| Mar 1, 2026 | 5 | 8 | 10 | 0 | 0 | 57% | |
| Feb 1, 2026 | 5 | 8 | 11 | 0 | 0 | 54% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.52 | $0.50–$0.55 | 2.7% | +0.1% | 0↑ 15↓ | $0.9B | 18 |
| Next Q | $0.54 | $0.50–$0.57 | 4.0% | +0.1% | 1↑ 13↓ | $0.9B | 18 |
| Current FY | $2.14 | $2.09–$2.19 | 13.2% | +0.0% | 4↑ 11↓ | $3.5B | 18 |
| Next FY | $2.32 | $2.20–$2.43 | 8.2% | +0.5% | 3↑ 13↓ | $3.7B | 18 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.524 | — |
| 7d ago | $0.522 | +0.001 |
| 30d ago | $0.523 | +0.000 |
| 60d ago | $0.522 | +0.002 |
| 90d ago | $0.544 | -0.021 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 58,706,667 | $1.5B | 18.1% | — |
| Bank of New York Mellon Corp | 29,151,537 | $747.4M | 9.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 22,421,450 | $574.9M | 6.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 21,392,091 | $548.5M | 6.6% | — |
| STATE STREET CORP | 18,390,057 | $474.6M | 5.7% | — |
| DIMENSIONAL FUND ADVISORS LP | 16,382,049 | $420.0M | 5.0% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 12,731,777 | $326.4M | 3.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 9,052,528 | $232.2M | 2.8% | — |
| AQR CAPITAL MANAGEMENT LLC | 8,832,027 | $224.9M | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 6,099,706 | — | $156.4M |
| BANK OF AMERICA CORP /DE/ | ADD | 2,861,404 | 3,772,959 | +31.9% | $96.7M |
| Point72 Asset Management, L.P. | ADD | 1,810,866 | 2,501,597 | +38.1% | $64.1M |
| Holocene Advisors, LP | DOUBLED | 593,372 | 2,239,568 | +277.4% | $57.4M |
| PRIMECAP MANAGEMENT CO/CA/ | NEW | — | 2,227,100 | — | $57.1M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | ADD | 1,200,000 | 1,924,100 | +60.3% | $49.3M |
| ROYAL BANK OF CANADA | DOUBLED | 898,354 | 1,837,145 | +104.5% | $47.1M |
| Alyeska Investment Group, L.P. | TRIM | 2,843,265 | 1,483,804 | -47.8% | $38.0M |
| Freestone Grove Partners LP | TRIM | 3,308,607 | 1,385,619 | -58.1% | $35.5M |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 452,069 | 1,297,441 | +187.0% | $33.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | ARDOIN ELIZABETH A | SEVP, Chief Communications Ofc | EXERCISE | 3,324 | $17.94 | $59.6K |
| Aug 20, 2026 | ARDOIN ELIZABETH A | SEVP, Chief Communications Ofc | SELL | 6,724 | $24.86 | $167.1K |
| Aug 20, 2026 | ARDOIN ELIZABETH A | SEVP, Chief Communications Ofc | EXERCISE | 3,502 | $18.68 | $65.4K |
| Aug 20, 2026 | ARDOIN ELIZABETH A | SEVP, Chief Communications Ofc | SELL | 3,763 | $24.86 | $93.5K |
| Aug 20, 2026 | ARDOIN ELIZABETH A | SEVP, Chief Communications Ofc | EXERCISE | 6,724 | $15.35 | $103.2K |
| Aug 20, 2026 | ARDOIN ELIZABETH A | SEVP, Chief Communications Ofc | EXERCISE | 1,000 | $15.35 | $15.3K |
| Aug 20, 2026 | ARDOIN ELIZABETH A | SEVP, Chief Communications Ofc | SELL | 1,000 | $24.85 | $24.8K |
| Aug 20, 2026 | ARDOIN ELIZABETH A | SEVP, Chief Communications Ofc | EXERCISE | 3,763 | $17.94 | $67.5K |
| Aug 20, 2026 | ARDOIN ELIZABETH A | SEVP, Chief Communications Ofc | SELL | 3,324 | $24.86 | $82.6K |
| Aug 20, 2026 | ARDOIN ELIZABETH A | SEVP, Chief Communications Ofc | SELL | 3,502 | $24.85 | $87.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 5, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | First Horizon Corp | Apr 9, 2026(36d) |