Market Cap
$71.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Evercore ISI Group | REITERATE | Outperform | 59% |
| Sep 18, 2026 | Mizuho | REITERATE | Outperform | 52% |
| Sep 18, 2026 | Stifel | REITERATE | Hold | 54% |
| Sep 18, 2026 | Truist Securities | REITERATE | Hold | 55% |
| Sep 18, 2026 | TD Cowen | REITERATE | Hold | 56% |
| Sep 18, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 11, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Aug 27, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
| Aug 26, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 26, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 15 | 16 | 2 | 0 | 57% | |
| Aug 1, 2026 | 11 | 17 | 12 | 2 | 0 | 67% | |
| Jul 1, 2026 | 11 | 19 | 10 | 1 | 0 | 73% | |
| Jun 1, 2026 | 12 | 19 | 10 | 0 | 0 | 76% | |
| May 1, 2026 | 12 | 21 | 8 | 0 | 0 | 80% | |
| Apr 1, 2026 | 12 | 21 | 8 | 0 | 0 | 80% | |
| Mar 1, 2026 | 11 | 21 | 7 | 1 | 0 | 80% | |
| Feb 1, 2026 | 11 | 21 | 7 | 1 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.64 | $2.42–$4.13 | -21.0% | -34.2% | 1↑ 20↓ | $4.3B | 26 |
| Next Q | $3.98 | $3.41–$5.59 | -4.1% | -17.9% | 3↑ 18↓ | $5.1B | 26 |
| Current FY | $23.94 | $21.83–$29.21 | -1.3% | -12.1% | 5↑ 24↓ | $23.4B | 32 |
| Next FY | $27.08 | $21.32–$32.92 | 13.1% | -12.1% | 3↑ 16↓ | $25.6B | 31 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.639 | — |
| 7d ago | $2.716 | -0.076 |
| 30d ago | $4.014 | -1.375 |
| 60d ago | $4.038 | -1.399 |
| 90d ago | $4.038 | -1.399 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 26,252,335 | $6.9B | 15.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 17,958,464 | $4.7B | 10.2% | — |
| STATE STREET CORP | 13,289,484 | $3.5B | 7.6% | — |
| Invesco Ltd. | 9,526,564 | $2.5B | 5.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,568,625 | $2.2B | 4.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,934,202 | $1.8B | 3.9% | — |
| NORGES BANK | 5,375,785 | $1.4B | 3.1% | NEW |
| FIL Ltd | 5,077,870 | $1.3B | 2.9% | DOUBLED +174.1% |
| MORGAN STANLEY | 4,935,654 | $1.3B | 2.8% | — |
| JPMORGAN CHASE & CO | 4,808,487 | $1.3B | 2.8% | TRIM -63.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 5,375,785 | — | $1.4B |
| FIL Ltd | DOUBLED | 1,852,299 | 5,077,870 | +174.1% | $1.3B |
| JPMORGAN CHASE & CO | TRIM | 13,098,859 | 4,808,487 | -63.3% | $1.3B |
| EAGLE CAPITAL MANAGEMENT LLC | ADD | 2,321,165 | 2,973,884 | +28.1% | $776.2M |
| JANE STREET GROUP, LLC | DOUBLED | 19,903 | 2,672,088 | +13325.6% | $697.4M |
| Ninety One UK Ltd | ADD | 1,880,712 | 2,368,014 | +25.9% | $618.1M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,768,998 | 2,259,926 | +27.8% | $589.8M |
| D. E. Shaw & Co., Inc. | DOUBLED | 17,929 | 2,135,509 | +11810.9% | $557.4M |
| Amundi | ADD | 1,563,158 | 2,128,372 | +36.2% | $555.5M |
| GOLDMAN SACHS GROUP INC | TRIM | 3,016,380 | 2,046,061 | -32.2% | $534.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | DALZELL RICHARD L | Director | SELL | 285 | $325.36 | $92.7K |
| Sep 1, 2026 | Hotz Lauren D | SVP, Chief Accounting Officer | EXERCISE | 2,019 | — | — |
| Sep 1, 2026 | Hotz Lauren D | SVP, Chief Accounting Officer | TAX W/H | 1,063.005 | $359.30 | $381.9K |
| Sep 1, 2026 | Hanebrink Anton | EVP, Corp Strategy and Dev | TAX W/H | 2,720.571 | $359.30 | $977.5K |
| Sep 1, 2026 | Hilliard Caryl Lyn | EVP, People and Places | TAX W/H | 958.097 | $359.30 | $344.2K |
| Sep 1, 2026 | Aujla Sandeep | EVP and CFO | TAX W/H | 3,704.904 | $359.30 | $1.3M |
| Sep 1, 2026 | Aujla Sandeep | EVP and CFO | EXERCISE | 7,215 | — | — |
| Sep 1, 2026 | Goodarzi Sasan K | Chairman and CEO | EXERCISE | 26,188.536 | — | — |
| Sep 1, 2026 | Hanebrink Anton | EVP, Corp Strategy and Dev | EXERCISE | 5,247 | — | — |
| Sep 1, 2026 | Hilliard Caryl Lyn | EVP, People and Places | EXERCISE | 2,166 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Intuit Inc | Sep 11, 2026(25d) |
| Jul 10, 2026 | Dan Newhouse | R | HOUSE | SELL | $1,001 - $15,000 | Intuit Inc | Jul 20, 2026(11d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Intuit Inc | Aug 12, 2026(37d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Intuit Inc | Aug 12, 2026(37d) |
| Jun 10, 2026 | Rick Allen | R | HOUSE | SELL | $15,001 - $50,000 | Intuit Inc | Jul 16, 2026(37d) |
| Jun 5, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Intuit Inc | Jul 13, 2026(39d) |
| Jun 3, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Intuit Inc | Jul 13, 2026(41d) |
| May 22, 2026 | Josh Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | Intuit Inc | Jun 4, 2026(14d) |
| Apr 29, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Intuit Inc | May 11, 2026(13d) |
| Apr 20, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Intuit Inc | May 11, 2026(22d) |