Market Cap
$20.2B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jun 3, 2026 | Goldman Sachs | INITIATE | Buy | 54% |
| May 28, 2026 | Rothschild & Co | INITIATE | Neutral | 58% |
| May 1, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Apr 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 9 | 7 | 1 | 0 | 58% | |
| Aug 1, 2026 | 2 | 9 | 7 | 1 | 0 | 58% | |
| Jul 1, 2026 | 2 | 9 | 7 | 1 | 0 | 58% | |
| Jun 1, 2026 | 2 | 8 | 7 | 1 | 0 | 56% | |
| May 1, 2026 | 2 | 8 | 6 | 1 | 0 | 59% | |
| Apr 1, 2026 | 2 | 9 | 5 | 1 | 0 | 65% | |
| Mar 1, 2026 | 2 | 9 | 5 | 1 | 0 | 65% | |
| Feb 1, 2026 | 2 | 9 | 5 | 1 | 0 | 65% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.67 | $2.49–$2.80 | 19.2% | +4.4% | 1↑ 4↓ | $6.2B | 6 |
| Next Q | $3.27 | $3.00–$3.50 | 26.2% | +1.4% | 0↑ 5↓ | $6.9B | 6 |
| Current FY | $10.58 | $9.86–$11.34 | 22.3% | -0.2% | 2↑ 7↓ | $25.9B | 10 |
| Next FY | $11.66 | $8.50–$12.57 | 10.2% | -3.2% | 3↑ 6↓ | $25.0B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.671 | — |
| 7d ago | $2.599 | +0.072 |
| 30d ago | $2.559 | +0.112 |
| 60d ago | $2.533 | +0.138 |
| 90d ago | $2.796 | -0.125 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 28,593,656 | $2.1B | 12.6% | — |
| STATE STREET CORP | 24,590,402 | $1.8B | 10.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 18,596,140 | $1.4B | 8.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,478,004 | $981.6M | 5.9% | — |
| Bank of New York Mellon Corp | 12,551,916 | $914.2M | 5.5% | — |
| JPMORGAN CHASE & CO | 12,085,435 | $893.5M | 5.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 8,645,204 | $628.3M | 3.8% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8,305,876 | $611.7M | 3.7% | — |
| FMR LLC | 7,666,221 | $558.3M | 3.4% | ADD +27.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 6,008,267 | 7,666,221 | +27.6% | $558.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | 5,376,034 | 6,867,753 | +27.7% | $500.2M |
| CITADEL ADVISORS LLC | ADD | 1,245,356 | 1,644,047 | +32.0% | $119.7M |
| UBS Group AG | TRIM | 2,634,507 | 1,566,919 | -40.5% | $114.1M |
| Amundi | ADD | 971,699 | 1,360,280 | +40.0% | $99.1M |
| AustralianSuper Pty Ltd | DOUBLED | 189,627 | 1,320,275 | +596.2% | $96.2M |
| SOUND SHORE MANAGEMENT INC /CT/ | ADD | 842,962 | 1,129,610 | +34.0% | $82.3M |
| Boston Partners | ADD | 782,689 | 1,042,018 | +33.1% | $76.0M |
| HSBC HOLDINGS PLC | ADD | 693,921 | 920,054 | +32.6% | $67.0M |
| AMERIPRISE FINANCIAL INC | ADD | 484,542 | 662,866 | +36.8% | $48.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | RICE LINDA JOHNSON | Director | SELL | 1,385 | $88.73 | $122.9K |
| Aug 15, 2026 | Simm Daryl | Co-President and Co-COO | TAX W/H | 3,172 | $87.57 | $277.8K |
| Aug 15, 2026 | Castellaneta Andrew | SVP, Chief Accounting Officer | TAX W/H | 1,348 | $87.57 | $118.0K |
| Aug 15, 2026 | Januzzi Louis F | Senior VP, Gen. Counsel & Sec. | TAX W/H | 1,308 | $87.57 | $114.5K |
| Jul 16, 2026 | Januzzi Louis F | Senior VP, Gen. Counsel & Sec. | AWARD | 7,720 | — | — |
| Jul 1, 2026 | MARTORE GRACIA C | Director | AWARD | 703.69 | — | — |
| Jul 1, 2026 | COLEMAN LEONARD S JR | Director | AWARD | 703.69 | — | — |
| Jul 1, 2026 | RICE LINDA JOHNSON | Director | AWARD | 704 | — | — |
| Jul 1, 2026 | CHOKSI MARY C | Director | AWARD | 703.69 | — | — |
| Jul 1, 2026 | WYATT E LEE | Director | AWARD | 704 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 29, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Omnicom Group Inc | Feb 15, 2026(18d) |
| Jan 15, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Omnicom Group Inc | Feb 15, 2026(32d) |