Market Cap
$39.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jan 23, 2026 | Barclays | UPGRADE | Overweight | 54% |
| Sep 16, 2025 | Barclays | DOWNGRADE | Equal-Weight | 54% |
| Sep 20, 2024 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Mar 26, 2024 | Argus Research | MAINTAIN | Buy | 54% |
| Nov 1, 2023 | Morgan Stanley | INITIATE | Overweight | 55% |
| Apr 6, 2023 | Argus Research | UPGRADE | Buy | 54% |
| Sep 28, 2022 | Argus Research | INITIATE | Hold | 54% |
| Jul 29, 2022 | Deutsche Bank | INITIATE | Hold | 58% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 12 | 5 | 2 | 0 | 73% | |
| Aug 1, 2026 | 7 | 13 | 4 | 2 | 0 | 77% | |
| Jul 1, 2026 | 8 | 11 | 5 | 2 | 0 | 73% | |
| Jun 1, 2026 | 7 | 13 | 4 | 2 | 0 | 77% | |
| May 1, 2026 | 7 | 13 | 4 | 2 | 0 | 77% | |
| Apr 1, 2026 | 7 | 13 | 3 | 2 | 0 | 80% | |
| Mar 1, 2026 | 7 | 13 | 3 | 2 | 0 | 80% | |
| Feb 1, 2026 | 7 | 13 | 3 | 2 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $2.9B | — |
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $2.9B | — |
| Current FY | $0.57 | $0.56–$0.57 | 11.1% | -0.6% | 3↑ 0↓ | $11.4B | 3 |
| Next FY | $0.62 | $0.61–$0.64 | 9.3% | -0.9% | 3↑ 0↓ | $11.9B | 3 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| DODGE & COX | 149,934,507 | $1.4B | 28.2% | — |
| FMR LLC | 120,991,250 | $1.1B | 22.7% | — |
| Clearbridge Investments, LLC | 32,342,126 | $301.8M | 6.1% | — |
| MORGAN STANLEY | 19,461,762 | $181.6M | 3.7% | — |
| HARRIS ASSOCIATES L P | 16,833,252 | $157.1M | 3.2% | NEW |
| HARDING LOEVNER LP | 15,414,796 | $147.8M | 3.0% | — |
| Nuveen, LLC | 15,332,859 | $143.1M | 2.9% | ADD +76.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14,181,817 | $132.3M | 2.7% | ADD +82.8% |
| BANK OF AMERICA CORP /DE/ | 10,850,097 | $101.2M | 2.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Nuveen, LLC | ADD | 8,699,093 | 15,332,859 | +76.3% | $143.1M |
| JPMORGAN CHASE & CO | ADD | 8,279,468 | 10,824,395 | +30.7% | $101.0M |
| Point72 Asset Management, L.P. | ADD | 6,574,038 | 9,264,255 | +40.9% | $86.4M |
| NORGES BANK | NEW | — | 7,175,000 | — | $66.9M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 1,667,494 | 4,783,989 | +186.9% | $44.6M |
| JANE STREET GROUP, LLC | ADD | 2,291,768 | 3,669,116 | +60.1% | $34.2M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 4,828,648 | 3,273,583 | -32.2% | $30.5M |
| Bank of New York Mellon Corp | ADD | 2,596,454 | 3,272,543 | +26.0% | $30.5M |
| VAN ECK ASSOCIATES CORP | TRIM | 4,639,437 | 3,095,451 | -33.3% | $28.9M |
| WCM INVESTMENT MANAGEMENT, LLC | ADD | 1,725,059 | 2,623,246 | +52.1% | $24.5M |