Market Cap
$103.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Sep 9, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 9, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Aug 21, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 20, 2026 | Telsey Advisory Group | MAINTAIN | Outperform | 51% |
| Aug 20, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 20, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 20, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 20, 2026 | TD Cowen | REITERATE | Hold | 56% |
| Aug 20, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 11 | 17 | 12 | 1 | 0 | 68% | |
| Aug 1, 2026 | 11 | 17 | 12 | 1 | 0 | 68% | |
| Jul 1, 2026 | 11 | 17 | 12 | 1 | 0 | 68% | |
| Jun 1, 2026 | 11 | 17 | 12 | 1 | 0 | 68% | |
| May 1, 2026 | 10 | 16 | 14 | 1 | 0 | 63% | |
| Apr 1, 2026 | 10 | 16 | 14 | 1 | 0 | 63% | |
| Mar 1, 2026 | 10 | 16 | 13 | 1 | 0 | 65% | |
| Feb 1, 2026 | 10 | 17 | 12 | 1 | 0 | 68% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.88 | $2.82–$3.12 | -6.0% | -0.3% | 0↑ 26↓ | $22.4B | 28 |
| Next Q | $1.97 | $1.84–$2.09 | -0.4% | -0.1% | 4↑ 23↓ | $20.6B | 28 |
| Current FY | $12.31 | $12.19–$13.12 | 0.3% | -0.1% | 3↑ 26↓ | $92.1B | 32 |
| Next FY | $13.02 | $11.79–$13.88 | 5.8% | -0.3% | 1↑ 29↓ | $94.4B | 32 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.875 | — |
| 7d ago | $2.883 | -0.008 |
| 30d ago | $2.883 | -0.008 |
| 60d ago | $3.141 | -0.265 |
| 90d ago | $3.144 | -0.269 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 40,545,728 | $8.9B | 12.2% | — |
| FMR LLC | 37,267,356 | $8.2B | 11.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 36,598,609 | $8.1B | 11.0% | — |
| JPMORGAN CHASE & CO | 36,201,345 | $8.0B | 10.8% | — |
| STATE STREET CORP | 25,329,373 | $5.6B | 7.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,533,932 | $3.2B | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 14,291,229 | $3.1B | 4.3% | — |
| MORGAN STANLEY | 10,024,383 | $2.2B | 3.0% | — |
| WELLS FARGO & COMPANY/MN | 8,307,444 | $1.8B | 2.5% | — |
| BANK OF AMERICA CORP /DE/ | 8,294,941 | $1.8B | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 8,270,160 | — | $1.8B |
| Amundi | ADD | 1,839,631 | 2,892,868 | +57.3% | $637.8M |
| CITIGROUP INC | ADD | 776,596 | 1,174,691 | +51.3% | $259.0M |
| Qube Research & Technologies Ltd | NEW | — | 1,099,090 | — | $242.3M |
| TORONTO DOMINION BANK | DOUBLED | 353,278 | 1,098,647 | +211.0% | $242.2M |
| Focus Partners Wealth | TRIM | 1,493,531 | 1,080,714 | -27.6% | $238.3M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 673,605 | 1,025,915 | +52.3% | $226.2M |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | TRIM | 1,589,184 | 989,016 | -37.8% | $218.1M |
| MARSHALL WACE, LLP | ADD | 497,230 | 890,746 | +79.1% | $196.4M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | DOUBLED | 6,280 | 778,310 | +12293.5% | $171.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Taylor Colleen | Director | AWARD | 67.828 | $184.29 | $12.5K |
| Sep 30, 2026 | ROGERS BRIAN C | Director | AWARD | 135.656 | $184.29 | $25.0K |
| Sep 30, 2026 | DREILING RICHARD W | Director | AWARD | 298.443 | $184.29 | $55.0K |
| Sep 30, 2026 | Simkins Lawrence | Director | AWARD | 135.656 | $184.29 | $25.0K |
| Sep 30, 2026 | DOUGLAS LAURIE Z | Director | AWARD | 81.393 | $184.29 | $15.0K |
| Sep 15, 2026 | Godbole Seemantini | EVP, CI & AI Officer | AWARD | 396 | — | — |
| Sep 15, 2026 | Wilson Jennifer Elizabeth | EVP, Chief Marketing Officer | AWARD | 2,891 | — | — |
| Sep 15, 2026 | Vance Quonta D | EVP, Stores | AWARD | 2,009 | — | — |
| Sep 15, 2026 | Vance Quonta D | EVP, Stores | TAX W/H | 848 | $194.61 | $165.0K |
| Sep 15, 2026 | Filipponi Adam D | EVP, Strategy & Business Dev | AWARD | 3,212 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 24, 2026 | Kevin Hern | R | HOUSE | SELL | $1,001 - $15,000 | Lowe's Cos Inc | Sep 2, 2026(10d) |
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Lowe's Cos Inc | Sep 7, 2026(29d) |
| Jul 20, 2026 | Sheldon Whitehouse | D | SENATE | SELL | $1,001 - $15,000 | Lowe's Cos Inc | Aug 3, 2026(15d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Lowe's Cos Inc | Aug 12, 2026(37d) |
| Jan 14, 2026 | John Hickenlooper | D | SENATE | SELL | $50,001 - $100,000 | Lowe's Cos Inc | Feb 6, 2026(24d) |