Market Cap
$4.1T
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 23, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 23, 2026 | TD Cowen | REITERATE | Buy | 56% |
| Jul 23, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jun 9, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| May 15, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Apr 30, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 30, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Apr 30, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Apr 16, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 20 | 43 | 7 | 0 | 0 | 90% | |
| Aug 1, 2026 | 20 | 42 | 8 | 0 | 0 | 89% | |
| Jul 1, 2026 | 18 | 42 | 9 | 0 | 0 | 87% | |
| Jun 1, 2026 | 19 | 42 | 9 | 0 | 0 | 87% | |
| May 1, 2026 | 21 | 41 | 8 | 0 | 0 | 89% | |
| Apr 1, 2026 | 19 | 41 | 8 | 0 | 0 | 88% | |
| Mar 1, 2026 | 19 | 41 | 9 | 0 | 0 | 87% | |
| Feb 1, 2026 | 19 | 40 | 10 | 0 | 0 | 86% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.03 | $2.68–$3.68 | 5.6% | +0.4% | 16↑ 16↓ | $127.5B | 17 |
| Next Q | $3.39 | $3.09–$4.09 | 20.2% | +0.3% | 15↑ 15↓ | $141.7B | 17 |
| Current FY | $11.81 | $11.43–$12.43 | 9.3% | +1.0% | 4↑ 1↓ | $498.6B | 6 |
| Next FY | $15.07 | $13.85–$17.21 | 27.6% | +1.0% | 9↑ 1↓ | $615.0B | 27 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.031 | — |
| 7d ago | $3.031 | — |
| 30d ago | $3.020 | +0.011 |
| 60d ago | $3.005 | +0.026 |
| 90d ago | $3.008 | +0.023 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 369,922,502 | $130.7B | 15.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 306,936,860 | $108.5B | 12.5% | — |
| STATE STREET CORP | 190,923,442 | $67.5B | 7.8% | — |
| JPMORGAN CHASE & CO | 137,833,254 | $48.4B | 5.6% | — |
| FMR LLC | 121,958,993 | $43.1B | 5.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 114,777,169 | $40.4B | 4.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 78,666,550 | $27.8B | 3.2% | — |
| NORGES BANK | 74,788,768 | $26.4B | 3.1% | NEW |
| MORGAN STANLEY | 72,425,149 | $25.6B | 3.0% | — |
| Invesco Ltd. | 66,090,301 | $23.4B | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 74,788,768 | — | $26.4B |
| BERKSHIRE HATHAWAY INC | DOUBLED | 3,585,215 | 27,188,433 | +658.3% | $9.6B |
| Winslow Capital Management, LLC | ADD | 6,642,467 | 8,800,064 | +32.5% | $3.1B |
| BARCLAYS PLC | TRIM | 13,485,774 | 8,622,001 | -36.1% | $3.0B |
| D. E. Shaw & Co., Inc. | ADD | 4,987,835 | 6,751,217 | +35.4% | $2.4B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 2,717,937 | 5,865,283 | +115.8% | $2.1B |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 1,998,820 | 2,998,152 | +50.0% | $1.1B |
| Vinva Investment Management Ltd | DOUBLED | 677,435 | 2,247,137 | +231.7% | $792.4M |
| Migdal Insurance & Financial Holdings Ltd. | ADD | 1,535,050 | 2,228,776 | +45.2% | $787.5M |
| POLEN CAPITAL MANAGEMENT LLC | TRIM | 2,946,637 | 2,165,218 | -26.5% | $765.0M |