Market Cap
$92.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | BMO Capital | INITIATE | Outperform | 53% |
| Sep 18, 2026 | Leerink Partners | MAINTAIN | Outperform | 49% |
| Sep 8, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Aug 20, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 3, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 28, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Jul 28, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 27, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 27, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Jul 27, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 11 | 12 | 1 | 0 | 57% | |
| Aug 1, 2026 | 6 | 11 | 12 | 1 | 0 | 57% | |
| Jul 1, 2026 | 6 | 13 | 10 | 1 | 0 | 63% | |
| Jun 1, 2026 | 6 | 13 | 10 | 1 | 0 | 63% | |
| May 1, 2026 | 6 | 13 | 10 | 1 | 0 | 63% | |
| Apr 1, 2026 | 6 | 12 | 12 | 1 | 0 | 58% | |
| Mar 1, 2026 | 6 | 12 | 12 | 1 | 0 | 58% | |
| Feb 1, 2026 | 6 | 12 | 12 | 1 | 0 | 58% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $6.66 | $5.83–$7.35 | -4.3% | -1.2% | 0↑ 2↓ | $19.4B | 20 |
| Next Q | $8.05 | $7.57–$8.61 | 0.5% | +1.0% | 1↑ 1↓ | $19.9B | 20 |
| Current FY | $29.49 | $28.62–$30.41 | 4.5% | -0.0% | 0↑ 3↓ | $78.5B | 23 |
| Next FY | $32.02 | $30.16–$34.04 | 8.6% | -0.3% | 1↑ 3↓ | $81.6B | 23 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $6.659 | — |
| 7d ago | $6.685 | -0.026 |
| 30d ago | $6.737 | -0.078 |
| 60d ago | $6.777 | -0.118 |
| 90d ago | $7.273 | -0.614 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,003,600 | $5.1B | 13.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,141,708 | $4.0B | 10.5% | — |
| Sanders Capital, LLC | 8,828,287 | $3.4B | 9.2% | — |
| STATE STREET CORP | 7,469,035 | $2.9B | 7.7% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 4,707,473 | $1.8B | 4.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,668,008 | $1.4B | 3.8% | — |
| First Eagle Investment Management, LLC | 3,295,565 | $1.3B | 3.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,712,828 | $1.1B | 2.8% | — |
| MORGAN STANLEY | 2,586,771 | $1.0B | 2.7% | — |
| GOLDMAN SACHS GROUP INC | 2,464,314 | $960.8M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,145,367 | — | $836.5M |
| Capital International Investors | TRIM | 3,033,612 | 1,916,947 | -36.8% | $747.4M |
| FMR LLC | TRIM | 4,401,023 | 1,632,520 | -62.9% | $636.5M |
| Darsana Capital Partners LP | ADD | 750,000 | 1,100,000 | +46.7% | $428.9M |
| Life Cycle Investment Partners Ltd | ADD | 694,200 | 912,404 | +31.4% | $355.7M |
| Nuveen, LLC | TRIM | 783,548 | 511,927 | -34.7% | $199.6M |
| AustralianSuper Pty Ltd | ADD | 225,950 | 409,438 | +81.2% | $159.6M |
| HSBC HOLDINGS PLC | ADD | 309,467 | 406,750 | +31.4% | $158.6M |
| Amundi | TRIM | 615,094 | 358,177 | -41.8% | $139.6M |
| ALLIANCEBERNSTEIN L.P. | TRIM | 426,757 | 284,126 | -33.4% | $134.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | McAlevey Michael R | EVP & Chief Legal & Admin Off. | J | 7,769 | $429.00 | $3.3M |
| May 7, 2026 | Marks Mike A | EVP and CFO | GIFT | 3,336 | — | — |
| Apr 28, 2026 | Riley Wayne Joseph | Director | AWARD | 509 | — | — |
| Apr 28, 2026 | Smith Andrea B | Director | AWARD | 509 | — | — |
| Apr 28, 2026 | FRIST THOMAS F III | Director | AWARD | 1,041 | — | — |
| Apr 28, 2026 | Frist William R | Director | AWARD | 809 | — | — |
| Apr 28, 2026 | CHIDSEY JOHN | Director | AWARD | 809 | — | — |
| Apr 28, 2026 | DEPARLE NANCY ANN | Director | AWARD | 509 | — | — |
| Apr 28, 2026 | MICHELSON MICHAEL W | Director | AWARD | 925 | — | — |
| Feb 11, 2026 | Berres Jennifer | SVP & Chief Human Res. Officer | SELL | 4,010 | $503.00 | $2.0M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | William Keating | D | HOUSE | BUY | $15,001 - $50,000 | HCA Healthcare Inc | Aug 14, 2026(46d) |
| Jun 17, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | HCA Healthcare Inc | Jul 27, 2026(41d) |
| Jun 17, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | HCA Healthcare Inc | Jul 27, 2026(41d) |