Market Cap
$26.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Sep 14, 2026 | Citizens | INITIATE | Market Outperform | 38% |
| Aug 25, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Aug 14, 2026 | Wells Fargo | UPGRADE | Overweight | 54% |
| Aug 14, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Aug 7, 2026 | Seaport Global | DOWNGRADE | Neutral | 51% |
| Jul 6, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 1, 2026 | Wolfe Research | UPGRADE | Outperform | 52% |
| Jun 15, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 12, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 11 | 10 | 1 | 0 | 59% | |
| Aug 1, 2026 | 5 | 10 | 11 | 1 | 0 | 56% | |
| Jul 1, 2026 | 5 | 9 | 11 | 1 | 0 | 54% | |
| Jun 1, 2026 | 4 | 10 | 13 | 1 | 0 | 50% | |
| May 1, 2026 | 4 | 10 | 13 | 1 | 0 | 50% | |
| Apr 1, 2026 | 4 | 10 | 13 | 1 | 0 | 50% | |
| Mar 1, 2026 | 4 | 10 | 13 | 1 | 0 | 50% | |
| Feb 1, 2026 | 5 | 10 | 13 | 0 | 0 | 54% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.03 | $1.49–$2.24 | 34.2% | -0.0% | 5↑ 0↓ | $4.3B | 15 |
| Next Q | $1.04 | $0.84–$1.14 | 26.8% | +0.1% | 3↑ 2↓ | $5.6B | 15 |
| Current FY | $5.93 | $5.53–$6.22 | 9.4% | +0.2% | 12↑ 5↓ | $17.7B | 18 |
| Next FY | $5.85 | $5.17–$6.54 | -1.4% | +0.2% | 6↑ 5↓ | $17.7B | 18 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.026 | — |
| 7d ago | $2.020 | +0.005 |
| 30d ago | $2.026 | -0.001 |
| 60d ago | $1.771 | +0.254 |
| 90d ago | $1.771 | +0.255 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 19,549,573 | $1.0B | 9.8% | — |
| STATE STREET CORP | 17,464,395 | $910.9M | 8.7% | — |
| Jericho Capital Asset Management L.P. | 14,334,514 | $747.7M | 7.2% | DOUBLED +114.4% |
| GOLDMAN SACHS GROUP INC | 12,639,026 | $659.3M | 6.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 12,359,875 | $644.7M | 6.2% | — |
| DODGE & COX | 11,223,096 | $585.4M | 5.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,913,328 | $464.9M | 4.5% | — |
| Independent Franchise Partners LLP | 8,398,658 | $438.1M | 4.2% | — |
| FMR LLC | 7,831,803 | $408.5M | 3.9% | DOUBLED +121.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 6,514,161 | $339.0M | 3.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Jericho Capital Asset Management L.P. | DOUBLED | 6,684,878 | 14,334,514 | +114.4% | $747.7M |
| FMR LLC | DOUBLED | 3,543,162 | 7,831,803 | +121.0% | $408.5M |
| MARSHALL WACE, LLP | DOUBLED | 48,889 | 3,525,505 | +7111.2% | $183.9M |
| BARCLAYS PLC | ADD | 2,485,495 | 3,225,037 | +29.8% | $168.2M |
| CITADEL ADVISORS LLC | DOUBLED | 1,202,948 | 2,984,485 | +148.1% | $155.7M |
| NORGES BANK | NEW | — | 2,839,089 | — | $148.1M |
| UBS Group AG | ADD | 1,628,362 | 2,588,444 | +59.0% | $135.0M |
| Holocene Advisors, LP | TRIM | 3,869,651 | 2,311,698 | -40.3% | $120.6M |
| Qube Research & Technologies Ltd | DOUBLED | 707,626 | 2,299,386 | +224.9% | $119.9M |
| BANK OF AMERICA CORP /DE/ | TRIM | 2,925,194 | 1,997,295 | -31.7% | $104.2M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 16, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Fox Corp | Jul 3, 2026(18d) |