Market Cap
$49.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 17, 2026 | Susquehanna | INITIATE | Positive | 56% |
| Aug 19, 2026 | Morgan Stanley | UPGRADE | Overweight | 55% |
| Aug 10, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Aug 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 6, 2026 | BNP Paribas | MAINTAIN | Neutral | — |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 6, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 20, 2026 | UBS | INITIATE | Neutral | 55% |
| Jul 13, 2026 | Evercore ISI Group | INITIATE | In-Line | 59% |
| Jul 10, 2026 | JP Morgan | INITIATE | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 8 | 10 | 0 | 0 | 52% | |
| Aug 1, 2026 | 3 | 7 | 11 | 0 | 0 | 48% | |
| Jul 1, 2026 | 2 | 4 | 4 | 0 | 0 | 60% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.86 | $1.81–$2.02 | — | +0.1% | 0↑ 9↓ | $4.6B | 12 |
| Next Q | $2.20 | $2.05–$2.27 | — | +0.2% | 0↑ 9↓ | $4.9B | 11 |
| Current FY | $6.65 | $5.09–$7.75 | — | -1.9% | 0↑ 5↓ | $18.3B | 10 |
| Next FY | $9.09 | $8.41–$10.57 | 16.5% | +0.1% | 0↑ 11↓ | $19.8B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.864 | — |
| 7d ago | $1.862 | +0.003 |
| 30d ago | $1.862 | +0.003 |
| 60d ago | $2.291 | -0.426 |
| 90d ago | $2.320 | -0.456 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 23,762,174 | $5.3B | 12.6% | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | 20,693,166 | $4.6B | 11.0% | NEW |
| STATE STREET CORP | 13,321,170 | $2.9B | 7.1% | NEW |
| Invesco Ltd. | 12,884,435 | $2.8B | 6.8% | — |
| MORGAN STANLEY | 9,286,812 | $2.1B | 4.9% | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | 8,206,762 | $1.8B | 4.4% | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | 7,716,131 | $1.7B | 4.1% | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,533,319 | $1.7B | 4.0% | NEW |
| GOLDMAN SACHS GROUP INC | 7,388,181 | $1.6B | 3.9% | NEW |
| FRANKLIN RESOURCES INC | 6,495,690 | $1.4B | 3.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | NEW | — | 23,762,174 | — | $5.3B |
| VANGUARD CAPITAL MANAGEMENT LLC | NEW | — | 20,693,166 | — | $4.6B |
| STATE STREET CORP | NEW | — | 13,321,170 | — | $2.9B |
| MORGAN STANLEY | NEW | — | 9,286,812 | — | $2.1B |
| GEODE CAPITAL MANAGEMENT, LLC | NEW | — | 8,206,762 | — | $1.8B |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | — | 7,716,131 | — | $1.7B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | NEW | — | 7,533,319 | — | $1.7B |
| GOLDMAN SACHS GROUP INC | NEW | — | 7,388,181 | — | $1.6B |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 5,005,241 | — | $1.4B |
| BANK OF AMERICA CORP /DE/ | NEW | — | 4,677,887 | — | $1.0B |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | ARNOLD CRAIG | Director | BUY | 6,400 | $156.00 | $998.4K |
| Aug 3, 2026 | JEPSEN JOSHUA A | SVP and CFO | AWARD | 57,654 | — | — |
| Aug 3, 2026 | Reuss Mark L | Director | AWARD | 572 | — | — |
| Aug 3, 2026 | Goldfein David L. | Director | AWARD | 572 | — | — |
| Aug 3, 2026 | Donofrio John | SVP, GC and Corp. Secretary | AWARD | 7,344 | — | — |
| Aug 3, 2026 | Donofrio John | SVP, GC and Corp. Secretary | AWARD | 6,243 | — | — |
| Aug 3, 2026 | JEPSEN JOSHUA A | SVP and CFO | AWARD | 7,344 | — | — |
| Aug 3, 2026 | Currier James E | President and CEO | AWARD | 22,032 | — | — |
| Aug 3, 2026 | JEPSEN JOSHUA A | SVP and CFO | AWARD | 10,772 | — | — |
| Aug 3, 2026 | Arlak Karen Elizabeth | SVP and CHRO | AWARD | 4,347 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 19, 2026 | Kevin Hern | R | HOUSE | SELL | $15,001 - $50,000 | HONEYWELL AEROSPACE INC | Sep 2, 2026(15d) |
| Jul 10, 2026 | Dan Newhouse | R | HOUSE | SELL | $1,001 - $15,000 | HONEYWELL AEROSPACE INC | Jul 20, 2026(11d) |
| Jun 29, 2026 | Kelly Morrison | D | HOUSE | EXCHANGE | $15,001 - $50,000 | HONEYWELL AEROSPACE INC | Jul 31, 2026(33d) |