Market Cap
$195.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 8, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Oct 8, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Oct 7, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Oct 7, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Oct 7, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 10, 2026 | HSBC | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 5, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Aug 5, 2026 | Needham | REITERATE | Buy | 50% |
| Jul 29, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 21 | 7 | 0 | 0 | 81% | |
| Aug 1, 2026 | 9 | 21 | 7 | 0 | 0 | 81% | |
| Jul 1, 2026 | 10 | 20 | 7 | 0 | 0 | 81% | |
| Jun 1, 2026 | 11 | 21 | 7 | 0 | 0 | 82% | |
| May 1, 2026 | 11 | 20 | 8 | 0 | 0 | 79% | |
| Apr 1, 2026 | 11 | 20 | 8 | 0 | 0 | 79% | |
| Mar 1, 2026 | 10 | 20 | 8 | 0 | 0 | 79% | |
| Feb 1, 2026 | 10 | 20 | 7 | 0 | 0 | 81% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.20 | $1.99–$2.68 | -10.9% | +2.4% | 5↑ 2↓ | $7.8B | 22 |
| Next Q | $2.17 | $1.92–$3.13 | 16.5% | -1.0% | 3↑ 4↓ | $8.1B | 19 |
| Current FY | $-0.40 | $-0.62–$-0.02 | -104.9% | +6.2% | 6↑ 1↓ | $30.7B | 27 |
| Next FY | $9.94 | $9.19–$11.44 | 2586.6% | +0.5% | 5↑ 2↓ | $32.8B | 25 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.200 | — |
| 7d ago | $2.177 | +0.022 |
| 30d ago | $2.148 | +0.052 |
| 60d ago | $2.152 | +0.048 |
| 90d ago | $2.227 | -0.028 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | 1,560,454 | $232.6M | 33.3% | TRIM -31.8% |
| Vontobel Holding Ltd. | 702,082 | $104.6M | 15.0% | TRIM -25.9% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 558,657 | $83.3M | 11.9% | ADD +43.4% |
| Czech National Bank | 356,269 | $53.1M | 7.6% | — |
| ATWOOD & PALMER INC | 351,309 | $52.4M | 7.5% | — |
| IFM Investors Pty Ltd | 300,000 | $44.7M | 6.4% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 358,001 | $38.7M | 5.5% | TRIM -40.7% |
| BANQUE PICTET & CIE SA | 197,882 | $29.5M | 4.2% | — |
| TD Waterhouse Canada Inc. | 153,802 | $22.7M | 3.3% | TRIM -68.1% |
| Concurrent Investment Advisors, LLC | 87,099 | $13.0M | 1.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | TRIM | 2,287,888 | 1,560,454 | -31.8% | $232.6M |
| Vontobel Holding Ltd. | TRIM | 947,749 | 702,082 | -25.9% | $104.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 603,836 | 358,001 | -40.7% | $38.7M |
| TD Waterhouse Canada Inc. | TRIM | 482,201 | 153,802 | -68.1% | $22.7M |
| NORGES BANK | NEW | — | 21,965,555 | — | $2.8B |
| JPMORGAN CHASE & CO | TRIM | 33,992,410 | 20,820,621 | -38.7% | $2.6B |
| Capital Research Global Investors | TRIM | 27,127,533 | 19,393,296 | -28.5% | $2.5B |
| PeakShares LLC | NEW | — | 7,920 | — | $1.0B |
| Boston Partners | ADD | 4,255,122 | 6,017,958 | +41.4% | $761.6M |
| Qube Research & Technologies Ltd | DOUBLED | 121,052 | 3,086,166 | +2449.5% | $389.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 15, 2026 | Mercier Johanna | Chief Comm & Corp Aff Officer | SELL | 3,000 | $156.22 | $468.7K |
| Oct 15, 2026 | Dickinson Andrew D | Chief Financial Officer | SELL | 3,000 | $156.22 | $468.7K |
| Oct 1, 2026 | O'Day Daniel Patrick | Chairman & CEO | SELL | 12,000 | $147.72 | $1.8M |
| Oct 1, 2026 | O'Day Daniel Patrick | Chairman & CEO | SELL | 3,000 | $148.63 | $445.9K |
| Sep 22, 2026 | Burkhart Erin | SVP, Controllership | TAX W/H | 768 | $152.67 | $117.3K |
| Sep 22, 2026 | Burkhart Erin | SVP, Controllership | EXERCISE | 2,223 | — | — |
| Sep 15, 2026 | Dickinson Andrew D | Chief Financial Officer | SELL | 3,000 | $145.29 | $435.9K |
| Sep 15, 2026 | Mercier Johanna | Chief Comm & Corp Aff Officer | SELL | 600 | $145.29 | $87.2K |
| Sep 15, 2026 | Mercier Johanna | Chief Comm & Corp Aff Officer | SELL | 800 | $144.46 | $115.6K |
| Sep 15, 2026 | Mercier Johanna | Chief Comm & Corp Aff Officer | SELL | 1,600 | $143.69 | $229.9K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Gilead Sciences Inc | Sep 7, 2026(29d) |
| May 6, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | Gilead Sciences Inc | Jun 22, 2026(48d) |
| May 6, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | Gilead Sciences Inc | Jun 22, 2026(48d) |
| Jan 27, 2026 | Joshua Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | Gilead Sciences Inc | Feb 27, 2026(32d) |