Market Cap
$132.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 30, 2026 | Bernstein | INITIATE | Market Perform | 51% |
| Sep 15, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 8, 2026 | China Renaissance | INITIATE | Buy | 56% |
| Aug 3, 2026 | Truist Securities | UPGRADE | Buy | 55% |
| Jul 29, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 29, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 29, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 29, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 29, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 9 | 5 | 0 | 0 | 76% | |
| Aug 1, 2026 | 7 | 8 | 6 | 0 | 0 | 71% | |
| Jul 1, 2026 | 6 | 9 | 6 | 0 | 0 | 71% | |
| Jun 1, 2026 | 6 | 8 | 7 | 0 | 0 | 67% | |
| May 1, 2026 | 6 | 8 | 7 | 0 | 0 | 67% | |
| Apr 1, 2026 | 6 | 10 | 5 | 0 | 0 | 76% | |
| Mar 1, 2026 | 6 | 10 | 4 | 0 | 0 | 80% | |
| Feb 1, 2026 | 6 | 9 | 5 | 0 | 0 | 75% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.87 | $0.82–$0.90 | 30.4% | +0.1% | 8↑ 2↓ | $5.0B | 13 |
| Next Q | $0.92 | $0.87–$0.99 | 28.0% | +0.5% | 8↑ 1↓ | $5.2B | 13 |
| Current FY | $3.28 | $3.20–$3.36 | 30.3% | +0.4% | 10↑ 0↓ | $19.3B | 17 |
| Next FY | $4.35 | $3.85–$4.99 | 32.7% | +0.8% | 8↑ 3↓ | $22.9B | 18 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.874 | — |
| 7d ago | $0.876 | -0.002 |
| 30d ago | $0.873 | +0.001 |
| 60d ago | $0.873 | +0.001 |
| 90d ago | $0.851 | +0.022 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 65,765,574 | $16.8B | 13.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 50,831,214 | $13.0B | 10.1% | — |
| STATE STREET CORP | 41,108,384 | $10.5B | 8.2% | — |
| JPMORGAN CHASE & CO | 36,016,393 | $9.2B | 7.2% | DOUBLED +203.4% |
| Capital Research Global Investors | 24,698,700 | $6.3B | 4.9% | — |
| FMR LLC | 24,027,884 | $6.1B | 4.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18,920,070 | $4.8B | 3.8% | TRIM -33.1% |
| BANK OF AMERICA CORP /DE/ | 18,730,616 | $4.8B | 3.7% | ADD +29.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 18,363,394 | $4.7B | 3.6% | — |
| MORGAN STANLEY | 15,134,070 | $3.9B | 3.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | DOUBLED | 11,871,322 | 36,016,393 | +203.4% | $9.2B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | TRIM | 28,271,740 | 18,920,070 | -33.1% | $4.8B |
| BANK OF AMERICA CORP /DE/ | ADD | 14,499,109 | 18,730,616 | +29.2% | $4.8B |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 8,727,680 | 13,174,194 | +50.9% | $3.4B |
| NORGES BANK | NEW | — | 10,238,257 | — | $2.6B |
| WCM INVESTMENT MANAGEMENT, LLC | TRIM | 8,106,869 | 5,932,726 | -26.8% | $1.5B |
| Capital World Investors | DOUBLED | 1,423,400 | 5,482,220 | +285.1% | $1.4B |
| AMERIPRISE FINANCIAL INC | TRIM | 6,948,080 | 4,611,099 | -33.6% | $1.2B |
| Nuveen, LLC | ADD | 2,219,531 | 4,408,093 | +98.6% | $1.1B |
| LONE PINE CAPITAL LLC | TRIM | 3,718,147 | 2,728,058 | -26.6% | $696.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | CUMMINGS ROBERT F JR | Director | AWARD | 268 | $153.76 | $41.2K |
| Sep 30, 2026 | Ferguson Roger W. Jr. | Director | AWARD | 268 | $153.76 | $41.2K |
| Sep 30, 2026 | Martin Kevin J | Director | AWARD | 228 | $153.76 | $35.1K |
| Sep 30, 2026 | BURNS STEPHANIE | Director | AWARD | 268 | $153.76 | $41.2K |
| Sep 4, 2026 | Gullo Michelle L | Senior Vice President & CHRO | SELL | 9,874 | $152.29 | $1.5M |
| Aug 28, 2026 | STEVERSON LEWIS A | Vice Chairman, EVP and CLAO | SELL | 13,100 | $151.29 | $2.0M |
| Jun 30, 2026 | BURNS STEPHANIE | Director | AWARD | 161 | $255.43 | $41.1K |
| Jun 30, 2026 | Ferguson Roger W. Jr. | Director | AWARD | 161 | $255.43 | $41.1K |
| Jun 30, 2026 | Martin Kevin J | Director | AWARD | 137 | $255.43 | $35.0K |
| Jun 30, 2026 | CUMMINGS ROBERT F JR | Director | AWARD | 161 | $255.43 | $41.1K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 25, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Corning Inc | Apr 8, 2026(15d) |
| Mar 19, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $15,001 - $50,000 | Corning Inc | Apr 22, 2026(35d) |
| Mar 19, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $15,001 - $50,000 | Corning Inc | Apr 22, 2026(35d) |