Market Cap
$31.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 28, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 23, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 8, 2026 | Morgan Stanley | UPGRADE | Overweight | 55% |
| Aug 19, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Aug 3, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 21, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 16, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 5 | 15 | 1 | 0 | 33% | |
| Aug 1, 2026 | 3 | 5 | 15 | 1 | 0 | 33% | |
| Jul 1, 2026 | 4 | 6 | 13 | 1 | 0 | 42% | |
| Jun 1, 2026 | 4 | 6 | 13 | 1 | 0 | 42% | |
| May 1, 2026 | 4 | 7 | 13 | 1 | 0 | 44% | |
| Apr 1, 2026 | 4 | 8 | 13 | 1 | 0 | 46% | |
| Mar 1, 2026 | 4 | 8 | 13 | 1 | 0 | 46% | |
| Feb 1, 2026 | 4 | 8 | 13 | 1 | 0 | 46% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.91 | $4.71–$5.07 | 1.9% | -0.0% | 4↑ 1↓ | $2.5B | 13 |
| Next Q | $4.96 | $4.80–$5.11 | 6.2% | +0.1% | 3↑ 7↓ | $2.5B | 13 |
| Current FY | $19.31 | $19.05–$19.57 | 13.6% | +0.0% | 2↑ 1↓ | $10.0B | 16 |
| Next FY | $21.07 | $20.85–$21.40 | 9.1% | +0.0% | 11↑ 2↓ | $10.4B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.914 | — |
| 7d ago | $4.925 | -0.011 |
| 30d ago | $4.916 | -0.002 |
| 60d ago | $4.907 | +0.007 |
| 90d ago | $4.894 | +0.019 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 12,846,003 | $3.1B | 11.8% | — |
| FMR LLC | 12,417,262 | $3.0B | 11.4% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 9,801,881 | $2.3B | 9.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,566,754 | $2.3B | 8.8% | — |
| STATE STREET CORP | 7,112,644 | $1.7B | 6.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,080,537 | $1.7B | 6.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,348,008 | $1.0B | 4.0% | — |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 4,122,590 | $981.2M | 3.8% | — |
| JPMORGAN CHASE & CO | 4,045,990 | $967.8M | 3.7% | — |
| Invesco Ltd. | 4,025,037 | $958.0M | 3.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,985,145 | — | $472.5M |
| M&T BANK CORP | ADD | 608,377 | 1,147,230 | +88.6% | $273.1M |
| WELLS FARGO & COMPANY/MN | ADD | 537,507 | 698,300 | +29.9% | $166.2M |
| Neuberger Berman Group LLC | ADD | 515,245 | 656,084 | +27.3% | $156.2M |
| Quantinno Capital Management LP | ADD | 214,801 | 346,609 | +61.4% | $82.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 325,541 | — | $77.5M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | ADD | 244,555 | 323,058 | +32.1% | $76.9M |
| BARCLAYS PLC | TRIM | 650,099 | 298,800 | -54.0% | $71.1M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 198,925 | 294,938 | +48.3% | $70.2M |
| PFA Pension, Forsikringsaktieselskab | DOUBLED | 86,812 | 293,096 | +237.6% | $69.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | JONES RENE F | Chairman of the Board and CEO | TAX W/H | 15,101 | $239.48 | $3.6M |
| Sep 14, 2026 | JONES RENE F | Chairman of the Board and CEO | SELL | 19,396 | $239.35 | $4.6M |
| Sep 14, 2026 | JONES RENE F | Chairman of the Board and CEO | EXERCISE | 16,770 | $190.78 | $3.2M |
| Aug 21, 2026 | Seseri Rudina | Director | SELL | 623 | $241.05 | $150.2K |
| Aug 17, 2026 | Taylor John R. | EVP and Controller | SELL | 1,217 | $253.84 | $308.9K |
| Aug 5, 2026 | WALTERS KIRK W | Director | SELL | 9.366 | $253.77 | $2.4K |
| Aug 3, 2026 | Ledgett Richard H. Jr. | Director | SELL | 855 | $248.16 | $212.2K |
| Jul 31, 2026 | Jacobs Jeremy M Jr | Director | AWARD | 589 | — | — |
| Jul 31, 2026 | Bible Daryl N. | Sr. EVP & CFO | TAX W/H | 3,043 | $246.29 | $749.5K |
| Jul 15, 2026 | PEARSON KEVIN J | Vice Chairman | SELL | 2,000 | $242.00 | $484.0K |