Market Cap
$98.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 27, 2020 | B of A Securities | UPGRADE | Buy | 54% |
| Oct 24, 2016 | Goldman Sachs | UPGRADE | Buy | 54% |
| Oct 21, 2016 | UBS | UPGRADE | Buy | 55% |
| May 3, 2016 | Goldman Sachs | DOWNGRADE | Neutral | 54% |
| Apr 21, 2016 | Credit Suisse | UPGRADE | Outperform | — |
| Sep 14, 2015 | Goldman Sachs | UPGRADE | Buy | 54% |
| Aug 26, 2015 | Standpoint Research | UPGRADE | Buy | — |
| Mar 11, 2015 | Societe Generale | INITIATE | — | — |
| Jan 13, 2015 | Goldman Sachs | DOWNGRADE | Neutral | 54% |
| Mar 20, 2014 | Standpoint Research | DOWNGRADE | Hold | — |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 24 | 18 | 1 | 0 | 0 | 98% | |
| Aug 1, 2026 | 24 | 18 | 1 | 0 | 0 | 98% | |
| Jul 1, 2026 | 23 | 18 | 2 | 0 | 0 | 95% | |
| Jun 1, 2026 | 22 | 18 | 2 | 0 | 0 | 95% | |
| May 1, 2026 | 22 | 18 | 2 | 0 | 0 | 95% | |
| Apr 1, 2026 | 20 | 20 | 2 | 0 | 0 | 95% | |
| Mar 1, 2026 | 20 | 20 | 2 | 0 | 0 | 95% | |
| Feb 1, 2026 | 19 | 20 | 2 | 0 | 0 | 95% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.38 | $0.38–$0.38 | -2.0% | -1.0% | 0↑ 1↓ | $337.7B | 1 |
| Next Q | $0.38 | $0.38–$0.38 | 11.5% | +0.5% | 1↑ 0↓ | $347.8B | 1 |
| Current FY | $1.61 | $1.60–$1.62 | 7.7% | -1.8% | 1↑ 0↓ | $1370.0B | 2 |
| Next FY | $1.87 | $1.86–$1.88 | 16.1% | -0.5% | 1↑ 0↓ | $1574.2B | 2 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.380 | — |
| 7d ago | $0.384 | -0.004 |
| 30d ago | $0.384 | -0.004 |
| 60d ago | $0.394 | -0.014 |
| 90d ago | $0.394 | -0.014 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 54,395,929 | $1.6B | 12.7% | — |
| WCM INVESTMENT MANAGEMENT, LLC | 51,506,124 | $1.5B | 12.1% | — |
| GQG Partners LLC | 30,898,356 | $897.0M | 7.2% | TRIM -60.1% |
| Temasek Holdings (Private) Ltd | 29,195,789 | $847.6M | 6.8% | — |
| Invesco Ltd. | 24,413,343 | $708.7M | 5.7% | — |
| JPMORGAN CHASE & CO | 22,989,740 | $675.0M | 5.4% | ADD +67.1% |
| Robeco Institutional Asset Management B.V. | 21,149,096 | $614.0M | 4.9% | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 15,758,413 | $462.7M | 3.7% | ADD +88.3% |
| FIL Ltd | 13,677,943 | $397.1M | 3.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 10,376,042 | $301.3M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GQG Partners LLC | TRIM | 77,366,552 | 30,898,356 | -60.1% | $897.0M |
| JPMORGAN CHASE & CO | ADD | 13,758,333 | 22,989,740 | +67.1% | $675.0M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | ADD | 8,366,632 | 15,758,413 | +88.3% | $462.7M |
| BANK OF AMERICA CORP /DE/ | TRIM | 12,932,141 | 8,248,071 | -36.2% | $239.4M |
| NATIONAL BANK OF CANADA /FI/ | ADD | 3,282,011 | 4,661,307 | +42.0% | $135.3M |
| DEUTSCHE BANK AG\ | TRIM | 5,048,362 | 3,776,019 | -25.2% | $109.6M |
| Man Group plc | TRIM | 7,122,400 | 3,405,480 | -52.2% | $98.9M |
| D. E. Shaw & Co., Inc. | TRIM | 6,712,676 | 3,288,123 | -51.0% | $95.5M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 5,683,810 | 2,686,661 | -52.7% | $78.0M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 4,299,737 | 2,428,709 | -43.5% | $70.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 5, 2026 | Gupta Ajay K | Director | EXERCISE | 41,400 | $4.23 | $175.1K |
| May 5, 2026 | Batra Sandeep | Director | EXERCISE | 20,125 | $2.26 | $45.5K |
| May 5, 2026 | Gupta Ajay K | Director | EXERCISE | 18,200 | $2.98 | $54.2K |
| May 1, 2026 | Banerjee Anindya | Group Chief Financial Officer | AWARD | 125,600 | $14.18 | $1.8M |
| Apr 28, 2026 | Bakhshi Sandeep | Chief Executive Officer | EXERCISE | 20,000 | $2.51 | $50.2K |
| Apr 28, 2026 | Jha Rakesh | Director | EXERCISE | 70,125 | $2.27 | $159.2K |
| Apr 28, 2026 | Bakhshi Sandeep | Chief Executive Officer | EXERCISE | 53,900 | $2.36 | $127.2K |
| Apr 24, 2026 | Jha Rakesh | Director | SELL | 45,000 | $14.08 | $633.6K |
| Apr 23, 2026 | Jha Rakesh | Director | SELL | 45,000 | $14.49 | $652.0K |
| Apr 21, 2026 | Gupta Ajay K | Director | EXERCISE | 31,350 | $3.02 | $94.7K |