Market Cap
$57.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 21, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 12, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 5, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | Wolfe Research | DOWNGRADE | Peer Perform | 52% |
| Jul 2, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| May 20, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 7, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| May 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 9 | 8 | 1 | 0 | 57% | |
| Aug 1, 2026 | 3 | 9 | 8 | 1 | 0 | 57% | |
| Jul 1, 2026 | 4 | 9 | 7 | 1 | 0 | 62% | |
| Jun 1, 2026 | 4 | 9 | 7 | 1 | 0 | 62% | |
| May 1, 2026 | 4 | 9 | 7 | 1 | 0 | 62% | |
| Apr 1, 2026 | 4 | 9 | 7 | 1 | 0 | 62% | |
| Mar 1, 2026 | 4 | 8 | 7 | 1 | 0 | 60% | |
| Feb 1, 2026 | 4 | 8 | 7 | 1 | 0 | 60% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.15 | $1.07–$1.36 | -24.2% | -3.2% | 2↑ 2↓ | $3.4B | 5 |
| Next Q | $1.20 | $1.10–$1.45 | 14.1% | -2.0% | 2↑ 2↓ | $3.4B | 5 |
| Current FY | $4.36 | $4.13–$4.76 | 0.6% | -1.4% | 2↑ 2↓ | $13.1B | 6 |
| Next FY | $4.82 | $4.28–$5.84 | 10.6% | -0.5% | 2↑ 2↓ | $14.1B | 7 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.152 | — |
| 7d ago | $1.166 | -0.014 |
| 30d ago | $1.190 | -0.039 |
| 60d ago | $1.193 | -0.041 |
| 90d ago | $1.234 | -0.082 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ALPS ADVISORS INC | 28,601,592 | $1.6B | 20.7% | DOUBLED +6201.9% |
| Invesco Ltd. | 18,273,448 | $1.0B | 13.2% | — |
| Blackstone Inc. | 12,956,943 | $729.9M | 9.4% | — |
| GOLDMAN SACHS GROUP INC | 11,329,340 | $638.2M | 8.2% | — |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 8,011,582 | $451.3M | 5.8% | — |
| MORGAN STANLEY | 5,275,829 | $297.2M | 3.8% | — |
| UBS Group AG | 5,259,274 | $296.3M | 3.8% | — |
| FMR LLC | 3,920,887 | $220.9M | 2.8% | DOUBLED +101.4% |
| JPMORGAN CHASE & CO | 3,428,352 | $192.7M | 2.5% | ADD +25.8% |
| Brave Warrior Advisors, LLC | 3,180,534 | $179.2M | 2.3% | TRIM -27.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | TRIM | 4,027,427 | 2,549,532 | -36.7% | $143.6M |
| ROYAL BANK OF CANADA | ADD | 1,151,905 | 1,635,550 | +42.0% | $92.1M |
| BROOKFIELD Corp /ON/ | TRIM | 2,173,816 | 1,356,028 | -37.6% | $76.4M |
| ING GROEP NV | TRIM | 1,768,200 | 1,239,600 | -29.9% | $69.8M |
| Neuberger Berman Group LLC | TRIM | 1,100,009 | 749,837 | -31.8% | $42.2M |
| Arax Advisory Partners | DOUBLED | 1,730 | 596,042 | +34353.3% | $33.6M |
| NEOS Investment Management LLC | ADD | 333,984 | 486,025 | +45.5% | $27.4M |
| CITADEL ADVISORS LLC | DOUBLED | 5,246 | 209,147 | +3886.8% | $11.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 44,707 | 186,814 | +317.9% | $10.5M |
| FIRST TRUST ADVISORS LP | ADD | 75,238 | 141,244 | +87.7% | $8.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Walker Ray N JR | Director | AWARD | 81.939 | — | — |
| Aug 14, 2026 | SURMA JOHN P | Director | AWARD | 1,563.427 | — | — |
| Aug 14, 2026 | HELMS CHRISTOPHER A | Director | AWARD | 1,336.963 | — | — |
| Aug 14, 2026 | Breves Christine S | Director | AWARD | 218.82 | — | — |
| Aug 14, 2026 | SEMPLE FRANK M | Director | AWARD | 1,072.719 | — | — |
| Aug 14, 2026 | Peiffer Garry L. | Director | AWARD | 1,232.166 | — | — |
| Aug 14, 2026 | STICE J MICHAEL | Director | AWARD | 982.715 | — | — |
| May 15, 2026 | Breves Christine S | Director | AWARD | 276.829 | — | — |
| May 15, 2026 | HELMS CHRISTOPHER A | Director | AWARD | 1,415.117 | — | — |
| May 15, 2026 | Peiffer Garry L. | Director | AWARD | 1,303.501 | — | — |