Market Cap
$97.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jan 6, 2026 | Barclays | DOWNGRADE | Underweight | 54% |
| Nov 12, 2024 | Jefferies | DOWNGRADE | Hold | 53% |
| Oct 31, 2024 | Guggenheim | DOWNGRADE | Neutral | 52% |
| Jul 8, 2024 | UBS | DOWNGRADE | Neutral | 55% |
| Jul 2, 2024 | Jefferies | MAINTAIN | Buy | 53% |
| May 30, 2024 | Goldman Sachs | INITIATE | Neutral | 54% |
| Mar 4, 2024 | Guggenheim | UPGRADE | Buy | 52% |
| Jan 23, 2024 | Morgan Stanley | INITIATE | Equal-Weight | 55% |
| Jan 3, 2024 | Jefferies | UPGRADE | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 8 | 15 | 3 | 0 | 44% | |
| Aug 1, 2026 | 6 | 8 | 15 | 3 | 0 | 44% | |
| Jul 1, 2026 | 5 | 8 | 13 | 4 | 0 | 43% | |
| Jun 1, 2026 | 6 | 8 | 14 | 4 | 0 | 44% | |
| May 1, 2026 | 5 | 8 | 15 | 4 | 0 | 41% | |
| Apr 1, 2026 | 5 | 8 | 15 | 4 | 0 | 41% | |
| Mar 1, 2026 | 5 | 8 | 15 | 4 | 0 | 41% | |
| Feb 1, 2026 | 6 | 8 | 14 | 4 | 0 | 44% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.35 | $1.32–$1.39 | -7.2% | +0.5% | 1↑ 0↓ | $8.9B | 2 |
| Next Q | $0.79 | $0.76–$0.83 | 13.7% | -4.0% | 0↑ 1↓ | $9.0B | 2 |
| Current FY | $4.80 | $4.72–$4.88 | 1.8% | +0.1% | 0↑ 1↓ | $33.9B | 5 |
| Next FY | $5.02 | $4.85–$5.18 | 4.6% | +0.7% | 0↑ 2↓ | $35.5B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.351 | — |
| 7d ago | $1.344 | +0.007 |
| 30d ago | $1.344 | +0.007 |
| 60d ago | $1.414 | -0.063 |
| 90d ago | $1.445 | -0.095 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 64,961,641 | $3.4B | 23.5% | — |
| DODGE & COX | 48,197,514 | $2.5B | 17.5% | — |
| Fisher Asset Management, LLC | 35,722,792 | $1.9B | 12.9% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 25,182,068 | $1.3B | 9.1% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 11,396,249 | $597.4M | 4.1% | — |
| MORGAN STANLEY | 7,657,562 | $401.4M | 2.8% | TRIM -30.6% |
| ROYAL BANK OF CANADA | 7,588,928 | $397.8M | 2.7% | — |
| GOLDMAN SACHS GROUP INC | 6,371,442 | $334.0M | 2.3% | TRIM -33.6% |
| STATE STREET CORP | 5,959,115 | $315.1M | 2.2% | — |
| BANK OF MONTREAL /CAN/ | 4,042,863 | $211.9M | 1.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 11,030,651 | 7,657,562 | -30.6% | $401.4M |
| GOLDMAN SACHS GROUP INC | TRIM | 9,589,114 | 6,371,442 | -33.6% | $334.0M |
| UBS Group AG | ADD | 2,084,235 | 2,806,205 | +34.6% | $147.1M |
| Point72 Asset Management, L.P. | NEW | — | 2,652,881 | — | $139.1M |
| JPMORGAN CHASE & CO | DOUBLED | 578,828 | 2,085,014 | +260.2% | $110.1M |
| SEI INVESTMENTS CO | TRIM | 2,286,880 | 1,250,431 | -45.3% | $65.5M |
| Qube Research & Technologies Ltd | ADD | 548,222 | 1,078,767 | +96.8% | $56.5M |
| D. E. Shaw & Co., Inc. | NEW | — | 1,019,449 | — | $53.4M |
| NewEdge Advisors, LLC | DOUBLED | 101,137 | 953,574 | +842.9% | $50.0M |
| VAN ECK ASSOCIATES CORP | TRIM | 1,066,648 | 787,508 | -26.2% | $41.3M |