Market Cap
$112.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| May 15, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| May 1, 2026 | UBS | MAINTAIN | Buy | 55% |
| May 1, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Apr 10, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 6 | 9 | 2 | 1 | 50% | |
| Aug 1, 2026 | 6 | 6 | 9 | 2 | 1 | 50% | |
| Jul 1, 2026 | 6 | 6 | 8 | 2 | 1 | 52% | |
| Jun 1, 2026 | 6 | 6 | 8 | 2 | 1 | 52% | |
| May 1, 2026 | 7 | 6 | 8 | 2 | 1 | 54% | |
| Apr 1, 2026 | 7 | 6 | 8 | 2 | 1 | 54% | |
| Mar 1, 2026 | 7 | 6 | 8 | 2 | 1 | 54% | |
| Feb 1, 2026 | 7 | 6 | 8 | 2 | 1 | 54% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.51 | $1.48–$1.53 | 4.0% | +0.0% | 6↑ 3↓ | $5.3B | 11 |
| Next Q | $1.37 | $1.32–$1.41 | 5.5% | +0.0% | 5↑ 5↓ | $5.1B | 11 |
| Current FY | $5.68 | $5.63–$5.72 | 4.7% | +0.0% | 3↑ 6↓ | $20.6B | 12 |
| Next FY | $5.86 | $5.67–$6.09 | 3.3% | +0.0% | 3↑ 6↓ | $20.8B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.508 | — |
| 7d ago | $1.508 | — |
| 30d ago | $1.508 | — |
| 60d ago | $1.508 | -0.000 |
| 90d ago | $1.504 | +0.004 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 126,073,166 | $9.1B | 14.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 109,032,952 | $7.8B | 12.7% | — |
| STATE STREET CORP | 70,192,620 | $5.1B | 8.3% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 59,122,097 | $4.3B | 6.9% | — |
| Capital Research Global Investors | 58,653,624 | $4.2B | 6.8% | DOUBLED +128.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 47,721,870 | $3.4B | 5.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 33,719,478 | $2.4B | 3.9% | — |
| GQG Partners LLC | 25,111,622 | $1.8B | 2.9% | — |
| MORGAN STANLEY | 22,702,935 | $1.6B | 2.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital Research Global Investors | DOUBLED | 25,679,912 | 58,653,624 | +128.4% | $4.2B |
| MARSHALL WACE, LLP | ADD | 3,488,283 | 5,006,159 | +43.5% | $360.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | NEW | — | 4,860,917 | — | $349.7M |
| BARCLAYS PLC | TRIM | 6,291,862 | 4,044,198 | -35.7% | $291.0M |
| FEDERATED HERMES, INC. | ADD | 2,434,715 | 3,638,830 | +49.5% | $261.8M |
| Assenagon Asset Management S.A. | DOUBLED | 95,131 | 3,606,561 | +3691.2% | $259.5M |
| LAZARD ASSET MANAGEMENT LLC | ADD | 1,088,444 | 1,562,508 | +43.6% | $112.4M |
| HighTower Advisors, LLC | TRIM | 3,097,642 | 1,405,083 | -54.6% | $101.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 1,063,351 | 1,379,243 | +29.7% | $99.2M |
| MACQUARIE GROUP LTD | ADD | 1,060,857 | 1,355,164 | +27.7% | $97.5M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | McQUADE KATHRYN B. | Director | BUY | 1,500 | $67.62 | $101.4K |
| May 26, 2026 | KELLY ENNIS DEBRA J | Director | SELL | 5,790 | $72.25 | $418.3K |
| May 26, 2026 | Strahlman Ellen R | Director | SELL | 2,000 | $72.56 | $145.1K |
| May 14, 2026 | Stoddart Richard S | Director | AWARD | 2,571 | — | — |
| May 14, 2026 | McQUADE KATHRYN B. | Director | AWARD | 4,656 | — | — |
| May 14, 2026 | SHANKS VIRGINIA E | Director | AWARD | 2,571 | — | — |
| May 14, 2026 | YZAGUIRRE MARIO MAX | Director | AWARD | 2,571 | — | — |
| May 14, 2026 | KELLY ENNIS DEBRA J | Director | AWARD | 2,571 | — | — |
| May 14, 2026 | Connelly Marjorie Mary | Director | AWARD | 2,571 | — | — |
| May 14, 2026 | Strahlman Ellen R | Director | AWARD | 2,571 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Altria Group Inc | Sep 7, 2026(29d) |