Market Cap
$121.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Sep 9, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Aug 12, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Jul 28, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 16, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 14, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Jul 14, 2026 | TD Cowen | UPGRADE | Buy | 56% |
| Jul 9, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 9, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 6, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 17 | 5 | 0 | 0 | 84% | |
| Aug 1, 2026 | 10 | 17 | 4 | 0 | 0 | 87% | |
| Jul 1, 2026 | 10 | 16 | 5 | 0 | 0 | 84% | |
| Jun 1, 2026 | 9 | 16 | 5 | 0 | 0 | 83% | |
| May 1, 2026 | 9 | 16 | 5 | 0 | 0 | 83% | |
| Apr 1, 2026 | 9 | 16 | 4 | 0 | 0 | 86% | |
| Mar 1, 2026 | 8 | 16 | 5 | 0 | 0 | 83% | |
| Feb 1, 2026 | 8 | 16 | 5 | 0 | 0 | 83% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.91 | $1.75–$2.19 | 11.9% | -0.1% | 1↑ 5↓ | $6.3B | 7 |
| Next Q | $2.21 | $1.84–$2.49 | -12.2% | +1.7% | 4↑ 2↓ | $6.8B | 7 |
| Current FY | $9.18 | $8.61–$9.96 | 33.3% | +0.4% | 5↑ 5↓ | $26.8B | 12 |
| Next FY | $10.23 | $8.24–$12.09 | 11.4% | +1.5% | 5↑ 3↓ | $29.2B | 13 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.913 | — |
| 7d ago | $1.943 | -0.030 |
| 30d ago | $1.916 | -0.003 |
| 60d ago | $2.084 | -0.171 |
| 90d ago | $2.604 | -0.691 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 120,875,298 | $11.3B | 19.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 69,663,282 | $6.5B | 11.0% | — |
| STATE STREET CORP | 52,396,702 | $4.9B | 8.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 38,580,784 | $3.6B | 6.1% | — |
| VAN ECK ASSOCIATES CORP | 32,114,698 | $3.0B | 5.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 27,976,177 | $2.7B | 4.5% | — |
| FMR LLC | 19,964,283 | $1.9B | 3.1% | — |
| Invesco Ltd. | 17,442,460 | $1.6B | 2.7% | — |
| NORGES BANK | 14,348,997 | $1.3B | 2.3% | NEW |
| Bank of New York Mellon Corp | 13,056,801 | $1.2B | 2.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 14,348,997 | — | $1.3B |
| JANE STREET GROUP, LLC | DOUBLED | 1,079,290 | 2,784,089 | +158.0% | $260.0M |
| CITADEL ADVISORS LLC | DOUBLED | 910,588 | 2,382,733 | +161.7% | $222.5M |
| Capital Research Global Investors | TRIM | 3,022,568 | 2,071,737 | -31.5% | $193.5M |
| FEDERATED HERMES, INC. | ADD | 1,035,130 | 1,538,612 | +48.6% | $143.7M |
| PRUDENTIAL FINANCIAL INC | ADD | 1,089,485 | 1,512,010 | +38.8% | $141.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 1,146,632 | 1,434,964 | +25.1% | $134.0M |
| D. E. Shaw & Co., Inc. | ADD | 728,143 | 1,423,607 | +95.5% | $133.0M |
| MACQUARIE GROUP LTD | ADD | 930,865 | 1,368,559 | +47.0% | $127.8M |
| MARSHALL WACE, LLP | DOUBLED | 346,086 | 1,265,102 | +265.5% | $118.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Beaven Peter David | Director | AWARD | 1,092 | — | — |
| Sep 1, 2026 | Viljoen Natascha | President & CEO | SELL | 3,882 | $123.00 | $477.5K |
| Sep 1, 2026 | Toth Peter | EVP, Chief Sustain & Dev Off | SELL | 3,000 | $123.00 | $369.0K |
| Aug 24, 2026 | BOYCE GREGORY H | Director | GIFT | 46,871 | — | — |
| Aug 5, 2026 | Tabolt Brian | Chief Financial Officer | SELL | 11,445 | $105.09 | $1.2M |
| Aug 5, 2026 | Viljoen Natascha | President & CEO | SELL | 7,764 | $104.00 | $807.5K |
| Aug 3, 2026 | Toth Peter | EVP, Chief Sustain & Dev Off | SELL | 3,000 | $93.45 | $280.4K |
| Jul 28, 2026 | Wexler Peter | Chief Legal Officer | TAX W/H | 2,291 | $93.47 | $214.1K |
| Jul 27, 2026 | Rodgers Mark C | Chief Operating Officer | AWARD | 6,954 | — | — |
| Jul 27, 2026 | Thornton David John | Chief Technical Officer | AWARD | 2,674 | — | — |