Market Cap
$158.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 27, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 20, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 13, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Jul 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jun 17, 2026 | Bernstein | INITIATE | Outperform | 51% |
| May 26, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 19, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| May 13, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 10 | 9 | 1 | 0 | 64% | |
| Aug 1, 2026 | 8 | 11 | 9 | 1 | 0 | 66% | |
| Jul 1, 2026 | 8 | 11 | 9 | 1 | 0 | 66% | |
| Jun 1, 2026 | 7 | 11 | 9 | 1 | 0 | 64% | |
| May 1, 2026 | 7 | 14 | 9 | 1 | 0 | 68% | |
| Apr 1, 2026 | 7 | 14 | 9 | 1 | 0 | 68% | |
| Mar 1, 2026 | 7 | 14 | 9 | 1 | 0 | 68% | |
| Feb 1, 2026 | 7 | 14 | 9 | 1 | 0 | 68% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.18 | $1.00–$1.34 | 4.3% | -0.3% | 0↑ 4↓ | $9.1B | 12 |
| Next Q | $0.62 | $0.44–$0.79 | 15.2% | -0.2% | 2↑ 3↓ | $7.9B | 12 |
| Current FY | $4.05 | $3.98–$4.31 | 9.2% | +0.0% | 2↑ 2↓ | $31.1B | 20 |
| Next FY | $4.39 | $4.23–$4.68 | 8.5% | +0.1% | 4↑ 3↓ | $34.6B | 22 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.179 | — |
| 7d ago | $1.179 | — |
| 30d ago | $1.182 | -0.004 |
| 60d ago | $1.222 | -0.044 |
| 90d ago | $1.207 | -0.028 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 186,838,459 | $16.4B | 14.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 136,210,944 | $12.0B | 10.5% | — |
| STATE STREET CORP | 118,952,736 | $10.4B | 9.1% | — |
| JPMORGAN CHASE & CO | 116,048,771 | $10.3B | 9.0% | — |
| MORGAN STANLEY | 63,514,030 | $5.6B | 4.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 62,243,168 | $5.5B | 4.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 49,963,310 | $4.4B | 3.8% | — |
| FRANKLIN RESOURCES INC | 44,455,018 | $3.9B | 3.4% | — |
| NORGES BANK | 32,117,624 | $2.8B | 2.5% | NEW |
| BANK OF AMERICA CORP /DE/ | 29,669,707 | $2.6B | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 32,117,624 | — | $2.8B |
| Capital Research Global Investors | TRIM | 35,659,943 | 20,100,508 | -43.6% | $1.8B |
| Amundi | ADD | 9,097,263 | 13,329,077 | +46.5% | $1.2B |
| Pictet Asset Management Holding SA | TRIM | 9,648,920 | 7,125,641 | -26.2% | $625.4M |
| CIBC Bancorp USA Inc. | TRIM | 6,205,330 | 4,334,293 | -30.2% | $380.6M |
| Mitsubishi UFJ Trust & Banking Corp | ADD | 3,108,876 | 4,159,930 | +33.8% | $365.1M |
| Employees Provident Fund Board | ADD | 2,500,000 | 4,100,000 | +64.0% | $359.9M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | ADD | 2,567,809 | 4,036,375 | +57.2% | $354.3M |
| MARSHALL WACE, LLP | DOUBLED | 750,500 | 3,371,772 | +349.3% | $295.9M |
| BARCLAYS PLC | TRIM | 3,958,258 | 2,745,371 | -30.6% | $241.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | PORGES DAVID L | Director | AWARD | 52 | $81.07 | $4.2K |
| Sep 15, 2026 | CAMAREN JAMES LAWRENCE | Director | AWARD | 271 | $81.07 | $22.0K |
| Sep 15, 2026 | Arnaboldi Nicole S | Director | AWARD | 67 | $81.07 | $5.4K |
| Aug 17, 2026 | Rubio Alex | EVP, Eng., Const. & ISC | TAX W/H | 85 | $86.19 | $7.3K |
| Jul 7, 2026 | Arnaboldi Nicole S | Director | AWARD | 409 | $88.47 | $36.2K |
| Jun 15, 2026 | PORGES DAVID L | Director | AWARD | 52 | $86.12 | $4.5K |
| Jun 15, 2026 | CAMAREN JAMES LAWRENCE | Director | AWARD | 273 | $86.12 | $23.5K |
| Jun 15, 2026 | Arnaboldi Nicole S | Director | AWARD | 63 | $86.12 | $5.4K |
| May 7, 2026 | Bolster Brian W | Pres. and CEO of Sub | TAX W/H | 1,251 | $95.39 | $119.3K |
| Apr 6, 2026 | Arnaboldi Nicole S | Director | AWARD | 392 | $92.73 | $36.4K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | NextEra Energy Inc | Aug 17, 2026(19d) |
| Jun 8, 2026 | Tommy Tuberville | R | SENATE | SELL | $15,001 - $50,000 | NextEra Energy Inc | Jul 16, 2026(38d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | NextEra Energy Inc | May 13, 2026(31d) |
| Apr 7, 2026 | Rick Larsen | D | HOUSE | BUY | $1,001 - $15,000 | NextEra Energy Inc | Apr 16, 2026(10d) |
| Mar 19, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | NextEra Energy Inc | Apr 8, 2026(21d) |