Market Cap
$39.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 3, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Jul 31, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 31, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 31, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Jul 31, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 31, 2026 | BTIG | REITERATE | Buy | 53% |
| Jul 23, 2026 | BTIG | INITIATE | Buy | 53% |
| Jul 22, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 21, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 17 | 6 | 1 | 0 | 78% | |
| Aug 1, 2026 | 8 | 17 | 6 | 1 | 0 | 78% | |
| Jul 1, 2026 | 7 | 18 | 5 | 1 | 0 | 81% | |
| Jun 1, 2026 | 7 | 18 | 5 | 1 | 0 | 81% | |
| May 1, 2026 | 7 | 18 | 5 | 1 | 0 | 81% | |
| Apr 1, 2026 | 7 | 18 | 5 | 1 | 0 | 81% | |
| Mar 1, 2026 | 7 | 16 | 6 | 1 | 0 | 77% | |
| Feb 1, 2026 | 7 | 14 | 7 | 1 | 0 | 72% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.53 | $1.30–$1.87 | 109.4% | -1.2% | 1↑ 7↓ | $9.6B | 13 |
| Next Q | $-1.20 | $-1.79–$-0.78 | -13.7% | +0.2% | 1↑ 7↓ | $7.1B | 13 |
| Current FY | $-0.46 | $-1.19–$-0.15 | -90.2% | -3.2% | 10↑ 2↓ | $28.1B | 15 |
| Next FY | $1.95 | $0.88–$2.98 | 527.5% | +3.3% | 6↑ 10↓ | $30.7B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.529 | — |
| 7d ago | $1.548 | -0.019 |
| 30d ago | $1.548 | -0.019 |
| 60d ago | $1.548 | -0.019 |
| 90d ago | $1.829 | -0.301 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 13,521,060 | $2.5B | 8.5% | — |
| STATE STREET CORP | 11,387,981 | $2.1B | 7.2% | — |
| FMR LLC | 10,702,508 | $2.0B | 6.8% | ADD +35.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,561,545 | $1.9B | 6.7% | — |
| PRINCIPAL FINANCIAL GROUP INC | 9,967,266 | $1.8B | 6.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,207,296 | $1.5B | 5.2% | — |
| Capital International Investors | 7,216,244 | $1.3B | 4.6% | — |
| BANK OF AMERICA CORP /DE/ | 6,670,297 | $1.2B | 4.2% | — |
| Independent Franchise Partners LLP | 6,013,439 | $1.1B | 3.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 7,898,725 | 10,702,508 | +35.5% | $2.0B |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 8,798,835 | 4,691,266 | -46.7% | $859.0M |
| JENNISON ASSOCIATES LLC | DOUBLED | 79,087 | 2,365,884 | +2891.5% | $433.2M |
| NORGES BANK | NEW | — | 2,199,335 | — | $402.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ADD | 1,497,228 | 2,099,990 | +40.3% | $384.5M |
| Third Point LLC | DOUBLED | 465,000 | 1,135,000 | +144.1% | $207.8M |
| Neuberger Berman Group LLC | ADD | 838,506 | 1,111,101 | +32.5% | $203.5M |
| FEDERATED HERMES, INC. | ADD | 582,423 | 962,959 | +65.3% | $176.3M |
| CITIGROUP INC | DOUBLED | 277,251 | 931,346 | +235.9% | $170.5M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 111,008 | 755,996 | +581.0% | $138.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | Capo Brian | Chief Accounting Officer | SELL | 2,900 | $184.00 | $533.6K |
| Aug 6, 2026 | Rapino Michael | President & CEO | TAX W/H | 16,251 | $181.77 | $3.0M |
| Aug 6, 2026 | Berchtold Joe | President & CFO | TAX W/H | 10,834 | $181.77 | $2.0M |
| Aug 6, 2026 | Hopmans John | EVP, M&A and Strategic Finance | TAX W/H | 3,970 | $181.77 | $721.6K |
| Aug 6, 2026 | Rowles Michael | EVP & General Counsel | TAX W/H | 1,084 | $181.77 | $197.0K |
| Jul 11, 2026 | Hopmans John | EVP, M&A and Strategic Finance | TAX W/H | 6,083 | $179.79 | $1.1M |
| Jun 15, 2026 | HINSON JEFFREY T. | Director | SELL | 2,115 | $175.00 | $370.1K |
| Jun 11, 2026 | Paul Richard A. | Director | AWARD | 1,207 | — | — |
| Jun 11, 2026 | Fu Ping | Director | AWARD | 1,207 | — | — |
| Jun 11, 2026 | MAYS RANDALL THOMAS | Director | AWARD | 2,293 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026 | April McClain Delaney | D | HOUSE | SELL | $100,001 - $250,000 | Live Nation Entertainment Inc | Sep 10, 2026(17d) |
| Aug 17, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | Live Nation Entertainment Inc | Sep 10, 2026(25d) |
| Aug 14, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | Live Nation Entertainment Inc | Sep 10, 2026(28d) |
| Jul 21, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | Live Nation Entertainment Inc | Aug 4, 2026(15d) |
| Jul 20, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | Live Nation Entertainment Inc | Aug 4, 2026(16d) |
| Jun 12, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | Live Nation Entertainment Inc | Jul 8, 2026(27d) |
| Jun 2, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | Live Nation Entertainment Inc | Jul 8, 2026(37d) |
| Jun 1, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | Live Nation Entertainment Inc | Jul 8, 2026(38d) |