Market Cap
$116.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 22, 2024 | JP Morgan | DOWNGRADE | Neutral | 55% |
| Sep 9, 2019 | Bernstein | DOWNGRADE | Market Perform | 51% |
| Jun 11, 2019 | Nomura | DOWNGRADE | Neutral | — |
| Mar 21, 2017 | Morgan Stanley | DOWNGRADE | Equal-Weight | 55% |
| Sep 14, 2016 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Mar 11, 2015 | Societe Generale | INITIATE | Buy | — |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 24 | 20 | 3 | 0 | 0 | 94% | |
| Aug 1, 2026 | 24 | 21 | 2 | 0 | 0 | 96% | |
| Jul 1, 2026 | 25 | 20 | 2 | 0 | 0 | 96% | |
| Jun 1, 2026 | 24 | 20 | 2 | 0 | 0 | 96% | |
| May 1, 2026 | 24 | 20 | 2 | 0 | 0 | 96% | |
| Apr 1, 2026 | 23 | 20 | 3 | 0 | 0 | 93% | |
| Mar 1, 2026 | 22 | 20 | 4 | 0 | 0 | 91% | |
| Feb 1, 2026 | 22 | 20 | 4 | 0 | 0 | 91% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.39 | $0.39–$0.39 | -5.9% | -0.5% | 0↑ 1↓ | $478.5B | 1 |
| Next Q | $0.40 | $0.40–$0.40 | -0.9% | -7.5% | 0↑ 1↓ | $493.5B | 1 |
| Current FY | $1.21 | $0.83–$1.59 | -22.9% | -0.1% | — | $2006.1B | 2 |
| Next FY | $1.39 | $0.94–$1.85 | 15.0% | -2.0% | 0↑ 1↓ | $3704.1B | 2 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.388 | — |
| 7d ago | $0.390 | -0.002 |
| 30d ago | $0.390 | -0.002 |
| 60d ago | $0.390 | -0.002 |
| 90d ago | $0.390 | -0.002 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| MORGAN STANLEY | 53,273,199 | $1.4B | 11.9% | ADD +72.9% |
| ROYAL BANK OF CANADA | 43,203,355 | $1.1B | 9.7% | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 21,792,768 | $564.7M | 4.9% | — |
| JPMORGAN CHASE & CO | 19,095,182 | $494.8M | 4.3% | — |
| BANK OF AMERICA CORP /DE/ | 17,251,650 | $445.6M | 3.9% | ADD +63.5% |
| FIL Ltd | 16,777,372 | $433.4M | 3.8% | — |
| Temasek Holdings (Private) Ltd | 15,305,232 | $395.3M | 3.4% | — |
| Robeco Institutional Asset Management B.V. | 14,693,252 | $379.5M | 3.3% | — |
| Fisher Asset Management, LLC | 11,669,910 | $301.4M | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 30,807,471 | 53,273,199 | +72.9% | $1.4B |
| BANK OF AMERICA CORP /DE/ | ADD | 10,549,235 | 17,251,650 | +63.5% | $445.6M |
| Orbis Allan Gray Ltd | DOUBLED | 1,787,896 | 9,446,886 | +428.4% | $244.0M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 6,048,718 | 8,854,839 | +46.4% | $228.7M |
| D. E. Shaw & Co., Inc. | DOUBLED | 2,425,460 | 8,422,200 | +247.2% | $217.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 292,415 | 7,511,024 | +2468.6% | $194.0M |
| 1832 Asset Management L.P. | ADD | 3,576,736 | 5,764,443 | +61.2% | $148.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 528,422 | 4,274,235 | +708.9% | $110.4M |
| Russell Investments Group, Ltd. | TRIM | 4,714,099 | 3,517,136 | -25.4% | $90.8M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 1,552,909 | 3,348,363 | +115.6% | $86.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 7, 2026 | Srinivasan N | Group Head - Operations | SELL | 10,000 | $8.72 | $87.2K |
| May 6, 2026 | RAJPUT RAKESH KUMAR | Group Head - Compliance | EXERCISE | 12,600 | $7.08 | $89.2K |
| May 6, 2026 | RAJPUT RAKESH KUMAR | Group Head - Compliance | EXERCISE | 12,600 | $7.08 | $89.2K |
| Apr 28, 2026 | Parthasarthy Ashish | Group Head - Treasury | SELL | 5,600 | $8.70 | $48.7K |
| Apr 23, 2026 | Bhavnani Anil | Group Head - Transportation | EXERCISE | 3,000 | $6.80 | $20.4K |
| Apr 23, 2026 | Bhavnani Anil | Group Head - Transportation | EXERCISE | 3,000 | $6.80 | $20.4K |
| Apr 23, 2026 | Bhavnani Anil | Group Head - Transportation | EXERCISE | 3,000 | $7.85 | $23.6K |
| Apr 23, 2026 | Bhavnani Anil | Group Head - Transportation | EXERCISE | 3,000 | $7.85 | $23.6K |
| Apr 21, 2026 | Parthasarthy Ashish | Group Head - Treasury | SELL | 6,000 | $8.94 | $53.6K |
| Apr 17, 2026 | Bharucha Kaizad | Director | EXERCISE | 5,000 | $6.80 | $34.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Josh Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | H D F C Bank Ltd | May 20, 2026(38d) |
| Mar 12, 2026 | Josh Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | H D F C Bank Ltd | Apr 9, 2026(29d) |