Market Cap
$324.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 23, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Jul 23, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Jul 20, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 17, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Jul 17, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 15, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 13, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 9, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 2, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 19 | 3 | 1 | 0 | 88% | |
| Aug 1, 2026 | 9 | 19 | 3 | 1 | 0 | 88% | |
| Jul 1, 2026 | 9 | 19 | 3 | 1 | 0 | 88% | |
| Jun 1, 2026 | 9 | 19 | 3 | 1 | 0 | 88% | |
| May 1, 2026 | 9 | 18 | 3 | 1 | 0 | 87% | |
| Apr 1, 2026 | 9 | 18 | 3 | 1 | 0 | 87% | |
| Mar 1, 2026 | 9 | 17 | 3 | 1 | 0 | 87% | |
| Feb 1, 2026 | 9 | 16 | 3 | 1 | 0 | 86% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.98 | $1.90–$2.09 | 19.5% | -0.1% | 12↑ 4↓ | $12.8B | 17 |
| Next Q | $2.33 | $2.11–$2.75 | 0.9% | +3.9% | 5↑ 1↓ | $13.2B | 8 |
| Current FY | $7.91 | $7.73–$8.15 | 24.2% | -0.1% | 21↑ 0↓ | $50.3B | 22 |
| Next FY | $9.82 | $9.04–$10.88 | 13.4% | +1.1% | 9↑ 0↓ | $55.8B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.984 | — |
| 7d ago | $1.987 | -0.003 |
| 30d ago | $1.986 | -0.002 |
| 60d ago | $1.986 | -0.002 |
| 90d ago | $1.914 | +0.070 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 89,158,626 | $33.3B | 13.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 68,137,128 | $25.5B | 10.6% | — |
| FMR LLC | 49,021,400 | $18.3B | 7.7% | — |
| TCI Fund Management Ltd | 47,428,233 | $17.7B | 7.4% | — |
| STATE STREET CORP | 46,497,628 | $17.4B | 7.3% | — |
| Capital Research Global Investors | 30,942,708 | $11.6B | 4.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 24,828,857 | $9.3B | 3.9% | — |
| Capital International Investors | 18,310,646 | $6.8B | 2.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16,789,108 | $6.3B | 2.6% | — |
| JPMORGAN CHASE & CO | 16,287,180 | $6.1B | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 13,691,596 | — | $5.1B |
| Fisher Asset Management, LLC | DOUBLED | 15,670 | 11,588,047 | +73850.5% | $4.3B |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 3,445,503 | 6,797,935 | +97.3% | $2.5B |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 2,575,753 | 3,950,280 | +53.4% | $1.5B |
| DIMENSIONAL FUND ADVISORS LP | ADD | 3,110,413 | 3,923,619 | +26.1% | $1.5B |
| UBS Group AG | TRIM | 3,719,099 | 2,647,696 | -28.8% | $989.5M |
| Amundi | TRIM | 6,119,975 | 2,478,610 | -59.5% | $926.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 2,909,075 | 2,024,124 | -30.4% | $756.5M |
| Holocene Advisors, LP | ADD | 1,522,305 | 1,980,168 | +30.1% | $740.0M |
| FEDERATED HERMES, INC. | ADD | 1,431,996 | 1,958,198 | +36.7% | $731.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 11, 2026 | Giglietti Robert M. | Vice President | EXERCISE | 10,242 | $36.65 | $375.4K |
| Aug 11, 2026 | Giglietti Robert M. | Vice President | SELL | 5,344 | $369.88 | $2.0M |
| Aug 11, 2026 | Giglietti Robert M. | Vice President | SELL | 4,898 | $369.97 | $1.8M |
| Jul 24, 2026 | Ali Mohamed | Senior Vice President | SELL | 1,266 | $353.74 | $447.8K |
| Jul 24, 2026 | Ali Mohamed | Senior Vice President | SELL | 2,279 | $353.64 | $805.9K |
| Jul 24, 2026 | Ali Mohamed | Senior Vice President | EXERCISE | 3,035 | $90.01 | $273.2K |
| Jul 24, 2026 | Ali Mohamed | Senior Vice President | EXERCISE | 5,061 | $69.55 | $352.0K |
| Jul 24, 2026 | Ali Mohamed | Senior Vice President | SELL | 1,769 | $353.75 | $625.8K |
| Jul 24, 2026 | Ali Mohamed | Senior Vice President | SELL | 2,782 | $353.72 | $984.0K |
| Jul 23, 2026 | Procacci Riccardo | Senior Vice President | EXERCISE | 1,517 | $146.33 | $222.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 16, 2026 | Laurel Lee | R | HOUSE | SELL | $1,001 - $15,000 | General Electric Co | Jul 20, 2026(35d) |
| Jun 16, 2026 | Matt Van Epps | R | HOUSE | SELL | $1,001 - $15,000 | General Electric Co | Jun 17, 2026(2d) |
| Mar 31, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | General Electric Co | May 1, 2026(32d) |
| Mar 24, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $1,001 - $15,000 | General Electric Co | Apr 22, 2026(30d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | General Electric Co | May 1, 2026(40d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | General Electric Co | May 1, 2026(40d) |
| Feb 17, 2026 | James Scott | R | HOUSE | SELL | $1,001 - $15,000 | General Electric Co | Mar 13, 2026(25d) |
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | General Electric Co | Mar 10, 2026(29d) |
| Feb 4, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | General Electric Co | Mar 12, 2026(37d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $15,001 - $50,000 | General Electric Co | Feb 16, 2026(39d) |