Market Cap
$16.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | BMO Capital | DOWNGRADE | Market Perform | 53% |
| Sep 15, 2026 | JP Morgan | DOWNGRADE | Neutral | 55% |
| Sep 9, 2026 | StoneX | INITIATE | Buy | — |
| Aug 18, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 10, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 4, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 3, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Aug 3, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 3, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 8 | 7 | 2 | 0 | 57% | |
| Aug 1, 2026 | 4 | 8 | 7 | 2 | 0 | 57% | |
| Jul 1, 2026 | 4 | 8 | 7 | 2 | 0 | 57% | |
| Jun 1, 2026 | 4 | 8 | 7 | 2 | 0 | 57% | |
| May 1, 2026 | 4 | 8 | 7 | 2 | 0 | 57% | |
| Apr 1, 2026 | 4 | 8 | 7 | 2 | 0 | 57% | |
| Mar 1, 2026 | 3 | 8 | 7 | 2 | 0 | 55% | |
| Feb 1, 2026 | 3 | 7 | 8 | 1 | 0 | 53% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.60 | $1.49–$1.89 | 20.7% | -1.6% | 3↑ 12↓ | $10.1B | 16 |
| Next Q | $2.25 | $2.18–$2.35 | 3.2% | +1.2% | 13↑ 2↓ | $10.5B | 15 |
| Current FY | $7.04 | $6.51–$7.29 | 22.9% | -0.0% | 17↑ 1↓ | $42.0B | 19 |
| Next FY | $7.81 | $7.35–$8.28 | 10.9% | +0.7% | 14↑ 4↓ | $42.5B | 19 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.605 | — |
| 7d ago | $1.609 | -0.004 |
| 30d ago | $1.630 | -0.025 |
| 60d ago | $1.707 | -0.102 |
| 90d ago | $1.810 | -0.205 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 23,882,824 | $2.2B | 22.2% | — |
| ROYAL BANK OF CANADA | 10,833,542 | $711.3M | 7.1% | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 8,795,761 | $577.5M | 5.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,977,689 | $524.6M | 5.2% | — |
| BANK OF MONTREAL /CAN/ | 6,156,991 | $404.5M | 4.0% | — |
| FIL Ltd | 5,596,309 | $368.0M | 3.7% | — |
| DIMENSIONAL FUND ADVISORS LP | 4,283,751 | $281.2M | 2.8% | — |
| Legal & General Group Plc | 3,994,774 | $262.6M | 2.6% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3,731,180 | $245.0M | 2.4% | — |
| GOLDMAN SACHS GROUP INC | 3,719,749 | $244.2M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 3,528,931 | — | $231.8M |
| TD ASSET MANAGEMENT INC | TRIM | 4,724,536 | 3,350,400 | -29.1% | $220.2M |
| CIBC Asset Management Inc | ADD | 1,283,186 | 1,971,957 | +53.7% | $130.2M |
| Grantham, Mayo, Van Otterloo & Co. LLC | ADD | 1,216,039 | 1,548,799 | +27.4% | $101.7M |
| Allianz Asset Management GmbH | ADD | 740,659 | 1,126,555 | +52.1% | $74.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 1,590,707 | 1,111,205 | -30.1% | $73.0M |
| AustralianSuper Pty Ltd | NEW | — | 876,051 | — | $57.5M |
| AMERICAN CENTURY COMPANIES INC | ADD | 668,180 | 843,118 | +26.2% | $55.4M |
| D. E. Shaw & Co., Inc. | TRIM | 1,517,170 | 596,414 | -60.7% | $39.2M |
| SEB Asset Management AB | TRIM | 889,055 | 481,034 | -45.9% | $31.6M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 10, 2026 | Dan Newhouse | R | HOUSE | SELL | $1,001 - $15,000 | Magna International Inc | Jul 20, 2026(11d) |