Market Cap
$73.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 30, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | BNP Paribas | MAINTAIN | Outperform | — |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 29, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Apr 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 29, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 29, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Apr 29, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Apr 29, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Apr 14, 2026 | BTIG | INITIATE | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 13 | 12 | 0 | 0 | 64% | |
| Aug 1, 2026 | 8 | 13 | 12 | 0 | 0 | 64% | |
| Jul 1, 2026 | 8 | 13 | 13 | 0 | 0 | 62% | |
| Jun 1, 2026 | 8 | 14 | 12 | 0 | 0 | 65% | |
| May 1, 2026 | 9 | 14 | 12 | 0 | 0 | 66% | |
| Apr 1, 2026 | 7 | 15 | 12 | 0 | 0 | 65% | |
| Mar 1, 2026 | 7 | 16 | 11 | 0 | 0 | 68% | |
| Feb 1, 2026 | 7 | 17 | 10 | 0 | 0 | 71% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.71 | $0.66–$0.78 | -2.2% | -1.4% | 1↑ 14↓ | $10.0B | 17 |
| Next Q | $0.94 | $0.88–$0.99 | 30.3% | +1.2% | 6↑ 6↓ | $10.8B | 17 |
| Current FY | $3.05 | $3.00–$3.10 | 4.4% | -0.0% | 8↑ 6↓ | $40.1B | 23 |
| Next FY | $3.36 | $3.24–$3.49 | 10.3% | +0.0% | 6↑ 8↓ | $41.3B | 23 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.714 | — |
| 7d ago | $0.717 | -0.003 |
| 30d ago | $0.724 | -0.010 |
| 60d ago | $0.775 | -0.062 |
| 90d ago | $0.823 | -0.109 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 105,969,321 | $6.1B | 12.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 83,858,130 | $4.9B | 9.8% | — |
| Capital Research Global Investors | 69,663,227 | $4.0B | 8.1% | — |
| JPMORGAN CHASE & CO | 60,744,872 | $3.7B | 7.4% | — |
| STATE STREET CORP | 59,579,607 | $3.5B | 7.0% | — |
| Capital International Investors | 50,549,498 | $2.9B | 5.9% | — |
| Invesco Ltd. | 45,649,259 | $2.6B | 5.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 34,110,119 | $2.0B | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 30,090,399 | $1.7B | 3.5% | — |
| FMR LLC | 21,676,534 | $1.3B | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 16,604,964 | — | $960.4M |
| CITADEL ADVISORS LLC | DOUBLED | 367,646 | 9,404,510 | +2458.0% | $544.0M |
| Point72 Asset Management, L.P. | ADD | 4,925,173 | 8,216,347 | +66.8% | $475.2M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 3,488,147 | 5,904,415 | +69.3% | $341.5M |
| MILLENNIUM MANAGEMENT LLC | ADD | 3,016,531 | 4,658,188 | +54.4% | $269.4M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 5,891,070 | 4,151,094 | -29.5% | $240.1M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 2,915,285 | 3,714,498 | +27.4% | $214.8M |
| Neuberger Berman Group LLC | ADD | 1,752,504 | 3,494,886 | +99.4% | $202.1M |
| FIRST TRUST ADVISORS LP | DOUBLED | 1,131,640 | 2,738,190 | +142.0% | $158.4M |
| Lindsell Train Ltd | TRIM | 3,561,964 | 2,565,453 | -28.0% | $148.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Zaramella Luca | EVP & Chief Operating Officer | EXERCISE | 22,570 | $43.20 | $975.0K |
| Sep 2, 2026 | Zaramella Luca | EVP & Chief Operating Officer | TAX W/H | 18,695 | $62.45 | $1.2M |
| Aug 19, 2026 | Van de Put Dirk | Chief Executive Officer | EXERCISE | 133,580 | $42.11 | $5.6M |
| Aug 19, 2026 | Van de Put Dirk | Chief Executive Officer | SELL | 133,580 | $64.08 | $8.6M |
| Jul 1, 2026 | BANATI AMIT | EVP and CFO | AWARD | 20,370 | — | — |
| Jul 1, 2026 | BANATI AMIT | EVP and CFO | AWARD | 122,210 | — | — |
| May 20, 2026 | Siewert Patrick | Director | AWARD | 3,525 | — | — |
| May 20, 2026 | TODMAN MICHAEL | Director | AWARD | 3,525 | — | — |
| May 20, 2026 | COUSIN ERTHARIN | Director | AWARD | 3,525 | — | — |
| May 20, 2026 | Price Paula A | Director | AWARD | 3,525 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026 | Kevin Hern | R | HOUSE | SELL | $1,001 - $15,000 | Mondelez International Inc | Aug 11, 2026(7d) |
| Oct 30, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | Mondelez International Inc | Aug 6, 2026(281d) |
| Oct 30, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | Mondelez International Inc | Aug 6, 2026(281d) |