Market Cap
$55.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Freedom Broker | DOWNGRADE | Hold | 66% |
| Sep 18, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 9, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 24, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 29, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 28, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 16, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 9, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 13 | 6 | 0 | 0 | 75% | |
| Aug 1, 2026 | 5 | 12 | 6 | 0 | 0 | 74% | |
| Jul 1, 2026 | 5 | 13 | 4 | 2 | 0 | 75% | |
| Jun 1, 2026 | 5 | 12 | 5 | 2 | 0 | 71% | |
| May 1, 2026 | 5 | 10 | 5 | 2 | 0 | 68% | |
| Apr 1, 2026 | 5 | 11 | 6 | 0 | 0 | 73% | |
| Mar 1, 2026 | 5 | 10 | 7 | 0 | 0 | 68% | |
| Feb 1, 2026 | 5 | 10 | 7 | 0 | 0 | 68% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.82 | $5.64–$6.45 | 121.4% | -1.1% | 5↑ 1↓ | $10.8B | 6 |
| Next Q | $5.19 | $4.11–$5.65 | 200.3% | +5.5% | 4↑ 1↓ | $9.8B | 5 |
| Current FY | $18.74 | $16.13–$20.55 | 143.1% | +0.1% | 9↑ 0↓ | $40.4B | 7 |
| Next FY | $19.86 | $15.67–$24.17 | 5.9% | +4.3% | 10↑ 0↓ | $41.3B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $5.822 | — |
| 7d ago | $5.860 | -0.038 |
| 30d ago | $5.886 | -0.064 |
| 60d ago | $5.662 | +0.160 |
| 90d ago | $5.242 | +0.580 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 24,206,873 | $5.4B | 16.8% | — |
| BlackRock, Inc. | 19,989,061 | $4.5B | 13.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,870,609 | $3.3B | 10.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,198,702 | $2.7B | 8.5% | — |
| STATE STREET CORP | 11,562,974 | $2.6B | 8.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,086,878 | $1.4B | 4.2% | — |
| NORGES BANK | 4,118,036 | $917.3M | 2.9% | NEW |
| MORGAN STANLEY | 3,958,099 | $881.7M | 2.7% | — |
| FMR LLC | 2,974,596 | $662.6M | 2.1% | ADD +33.0% |
| NORTHERN TRUST CORP | 2,918,369 | $650.1M | 2.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 4,118,036 | — | $917.3M |
| FMR LLC | ADD | 2,236,938 | 2,974,596 | +33.0% | $662.6M |
| BANK OF AMERICA CORP /DE/ | ADD | 1,232,382 | 2,078,050 | +68.6% | $462.9M |
| BERKSHIRE HATHAWAY INC | TRIM | 3,907,075 | 1,857,752 | -52.5% | $413.8M |
| JPMORGAN CHASE & CO | ADD | 1,111,490 | 1,421,933 | +27.9% | $325.0M |
| Qube Research & Technologies Ltd | ADD | 665,092 | 1,247,319 | +87.5% | $277.8M |
| ROYAL BANK OF CANADA | ADD | 488,343 | 904,323 | +85.2% | $201.4M |
| CITIGROUP INC | DOUBLED | 280,578 | 578,769 | +106.3% | $128.9M |
| Capital World Investors | TRIM | 941,546 | 575,167 | -38.9% | $128.1M |
| JANE STREET GROUP, LLC | DOUBLED | 19,762 | 517,110 | +2516.7% | $115.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Topalian Leon J | Chair and CEO | GIFT | 1,800 | — | — |
| Aug 14, 2026 | Behr Allen C | Executive Vice President | EXERCISE | 7,739 | $110.74 | $857.0K |
| Aug 14, 2026 | Behr Allen C | Executive Vice President | SELL | 5,127 | $274.00 | $1.4M |
| Aug 14, 2026 | Behr Allen C | Executive Vice President | SELL | 2,612 | $274.42 | $716.8K |
| Aug 14, 2026 | Topalian Leon J | Chair and CEO | EXERCISE | 26,000 | $42.46 | $1.1M |
| Aug 14, 2026 | Topalian Leon J | Chair and CEO | SELL | 25,898 | $268.52 | $7.0M |
| Aug 14, 2026 | Topalian Leon J | Chair and CEO | SELL | 102 | $269.29 | $27.5K |
| Aug 3, 2026 | Batterbee Thomas J. | Executive Vice President | SELL | 4,000 | $261.02 | $1.0M |
| Jul 30, 2026 | Laxton Stephen D | President and COO | GIFT | 2,409 | — | — |
| Jul 30, 2026 | Laxton Stephen D | President and COO | SELL | 3,968 | $256.96 | $1.0M |