Market Cap
$55.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Goldman Sachs | UPGRADE | Buy | 54% |
| Sep 14, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 14, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 11, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 3, 2026 | Seaport Global | INITIATE | Buy | 51% |
| Aug 17, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 11, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Aug 10, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 9 | 16 | 0 | 0 | 45% | |
| Aug 1, 2026 | 3 | 10 | 16 | 0 | 0 | 45% | |
| Jul 1, 2026 | 3 | 9 | 16 | 1 | 0 | 41% | |
| Jun 1, 2026 | 3 | 9 | 17 | 1 | 0 | 40% | |
| May 1, 2026 | 4 | 8 | 16 | 3 | 0 | 39% | |
| Apr 1, 2026 | 4 | 9 | 16 | 3 | 0 | 41% | |
| Mar 1, 2026 | 4 | 7 | 16 | 5 | 0 | 34% | |
| Feb 1, 2026 | 4 | 7 | 17 | 4 | 0 | 34% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.32 | $0.70–$2.16 | 106.1% | +3.0% | 7↑ 10↓ | $6.5B | 20 |
| Next Q | $1.53 | $0.94–$2.60 | 392.9% | +13.0% | 12↑ 4↓ | $6.7B | 19 |
| Current FY | $6.21 | $4.74–$8.07 | 181.0% | +6.4% | 15↑ 4↓ | $26.6B | 22 |
| Next FY | $4.08 | $2.15–$5.59 | -34.4% | +6.3% | 10↑ 8↓ | $24.5B | 23 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.319 | — |
| 7d ago | $1.234 | +0.085 |
| 30d ago | $1.280 | +0.039 |
| 60d ago | $1.200 | +0.119 |
| 90d ago | $1.419 | -0.100 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 264,941,431 | $12.9B | 35.0% | — |
| DODGE & COX | 72,764,944 | $3.5B | 9.6% | — |
| BlackRock, Inc. | 55,855,049 | $2.7B | 7.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 48,097,126 | $2.3B | 6.4% | — |
| STATE STREET CORP | 46,141,269 | $2.3B | 6.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 39,510,431 | $1.9B | 5.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 19,900,735 | $962.8M | 2.6% | — |
| Invesco Ltd. | 12,745,004 | $619.0M | 1.7% | — |
| MORGAN STANLEY | 12,240,048 | $594.5M | 1.6% | — |
| AQR CAPITAL MANAGEMENT LLC | 11,473,188 | $557.3M | 1.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | ADD | 5,761,082 | 10,643,916 | +84.8% | $517.0M |
| Qube Research & Technologies Ltd | NEW | — | 5,585,331 | — | $271.3M |
| Point72 Asset Management, L.P. | ADD | 2,680,365 | 5,193,668 | +93.8% | $252.3M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 1,741,287 | 3,871,511 | +122.3% | $188.0M |
| UBS Group AG | ADD | 3,049,186 | 3,825,633 | +25.5% | $185.8M |
| DANSKE BANK A/S | DOUBLED | 37,880 | 3,587,419 | +9370.5% | $174.2M |
| D. E. Shaw & Co., Inc. | DOUBLED | 316,992 | 3,076,764 | +870.6% | $149.4M |
| AMERICAN CENTURY COMPANIES INC | ADD | 2,014,811 | 2,934,962 | +45.7% | $142.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 416,948 | 2,724,339 | +553.4% | $132.3M |
| JPMORGAN CHASE & CO | ADD | 1,898,966 | 2,596,088 | +36.7% | $127.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Hollub Vicki A. | Director | GIFT | 90,000 | — | — |
| Aug 1, 2026 | POLLACK BRAD | SVP & General Counsel | AWARD | 26,284 | — | — |
| Jun 23, 2026 | Jackson Richard A. | President and CEO | BUY | 4,770 | $52.38 | $249.9K |
| Jun 1, 2026 | Jackson Richard A. | President and CEO | AWARD | 101,833 | — | — |
| Jun 1, 2026 | Hollub Vicki A. | Director | AWARD | 3,183 | — | — |
| Jun 1, 2026 | Hollub Vicki A. | Director | TAX W/H | 701 | $58.92 | $41.3K |
| Jun 1, 2026 | Hollub Vicki A. | Director | TAX W/H | 73,477 | $58.92 | $4.3M |
| May 4, 2026 | GUTIERREZ CARLOS M | Director | AWARD | 3,734 | — | — |
| May 4, 2026 | GOULD ANDREW | Director | AWARD | 4,978 | — | — |
| May 4, 2026 | KLESSE WILLIAM R | Director | TAX W/H | 913 | $60.27 | $55.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Occidental Petroleum Corp | Mar 10, 2026(29d) |