Market Cap
$92.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Sep 15, 2026 | Guggenheim | INITIATE | Buy | 52% |
| Aug 24, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Aug 10, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 10, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Aug 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 7, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 27, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 13, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 14 | 5 | 0 | 0 | 82% | |
| Aug 1, 2026 | 9 | 14 | 5 | 0 | 0 | 82% | |
| Jul 1, 2026 | 9 | 14 | 5 | 0 | 0 | 82% | |
| Jun 1, 2026 | 9 | 14 | 5 | 0 | 0 | 82% | |
| May 1, 2026 | 9 | 15 | 5 | 0 | 0 | 83% | |
| Apr 1, 2026 | 9 | 15 | 5 | 0 | 0 | 83% | |
| Mar 1, 2026 | 9 | 15 | 5 | 0 | 0 | 83% | |
| Feb 1, 2026 | 9 | 15 | 5 | 0 | 0 | 83% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.37 | $1.35–$1.43 | 44.1% | +0.2% | 15↑ 0↓ | $2.6B | 18 |
| Next Q | $1.42 | $1.34–$1.49 | 34.9% | +0.1% | 15↑ 0↓ | $2.7B | 17 |
| Current FY | $5.34 | $5.25–$5.47 | 41.6% | +0.1% | 17↑ 0↓ | $10.1B | 21 |
| Next FY | $6.46 | $5.75–$6.90 | 21.0% | +0.7% | 18↑ 0↓ | $11.5B | 21 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.369 | — |
| 7d ago | $1.367 | +0.002 |
| 30d ago | $1.367 | +0.002 |
| 60d ago | $1.260 | +0.109 |
| 90d ago | $1.259 | +0.110 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 45,819,158 | $12.3B | 16.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 26,136,434 | $7.0B | 9.7% | — |
| STATE STREET CORP | 18,933,928 | $5.1B | 7.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18,548,273 | $5.0B | 6.9% | — |
| JPMORGAN CHASE & CO | 18,561,518 | $5.0B | 6.9% | — |
| FMR LLC | 15,412,294 | $4.1B | 5.7% | — |
| BANK OF AMERICA CORP /DE/ | 10,290,881 | $2.8B | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 9,509,195 | $2.6B | 3.5% | — |
| NORGES BANK | 7,895,313 | $2.1B | 2.9% | NEW |
| Jupiter Topco LLC | 7,680,827 | $2.1B | 2.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 7,895,313 | — | $2.1B |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 7,624,700 | 4,971,798 | -34.8% | $1.4B |
| CITADEL ADVISORS LLC | DOUBLED | 1,017,692 | 2,819,959 | +177.1% | $758.2M |
| JANE STREET GROUP, LLC | DOUBLED | 1,252,841 | 2,706,771 | +116.1% | $727.7M |
| DEUTSCHE BANK AG\ | ADD | 1,566,338 | 2,015,152 | +28.7% | $541.8M |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 1,300,626 | 1,955,671 | +50.4% | $525.8M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | TRIM | 2,257,509 | 1,691,498 | -25.1% | $454.3M |
| Amundi | TRIM | 2,185,456 | 1,323,706 | -39.4% | $355.9M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | ADD | 917,914 | 1,269,022 | +38.3% | $341.2M |
| FEDERATED HERMES, INC. | TRIM | 1,879,558 | 1,184,864 | -37.0% | $318.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 2, 2026 | CANTIE JOSEPH S | Director | AWARD | 134 | $270.41 | $36.2K |
| May 21, 2026 | ALBAUGH JAMES F | Director | AWARD | 731 | — | — |
| May 21, 2026 | Alving Amy E | Director | AWARD | 731 | — | — |
| May 21, 2026 | Barner Sharon R | Director | AWARD | 731 | — | — |
| May 21, 2026 | LEDUC ROBERT F | Director | AWARD | 731 | — | — |
| May 21, 2026 | SCHMIDT ULRICH | Director | AWARD | 731 | — | — |
| May 21, 2026 | CANTIE JOSEPH S | Director | AWARD | 731 | — | — |
| May 21, 2026 | Miller Jody | Director | AWARD | 731 | — | — |
| May 21, 2026 | Smith Gunner | Director | AWARD | 731 | — | — |
| May 11, 2026 | Marchuk Neil Edward | EVP, CAO | SELL | 41,932 | $269.50 | $11.3M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 11, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | Howmet Aerospace Inc | Sep 16, 2026(37d) |
| Aug 11, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | Howmet Aerospace Inc | Sep 16, 2026(37d) |
| Jan 8, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | Howmet Aerospace Inc | Feb 13, 2026(37d) |