Market Cap
$32.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | UBS | DOWNGRADE | Neutral | 55% |
| Sep 18, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 4, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Sep 3, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Sep 3, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Sep 3, 2026 | Truist Securities | DOWNGRADE | Hold | 55% |
| Sep 2, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 1, 2026 | B of A Securities | DOWNGRADE | Neutral | 54% |
| Aug 31, 2026 | Wells Fargo | DOWNGRADE | Equal-Weight | 54% |
| Aug 31, 2026 | Mizuho | DOWNGRADE | Neutral | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 8 | 0 | 0 | 64% | |
| Aug 1, 2026 | 5 | 11 | 6 | 0 | 0 | 73% | |
| Jul 1, 2026 | 5 | 12 | 4 | 1 | 0 | 77% | |
| Jun 1, 2026 | 5 | 12 | 4 | 1 | 0 | 77% | |
| May 1, 2026 | 5 | 12 | 5 | 1 | 0 | 74% | |
| Apr 1, 2026 | 5 | 11 | 5 | 1 | 0 | 73% | |
| Mar 1, 2026 | 6 | 10 | 5 | 1 | 0 | 73% | |
| Feb 1, 2026 | 6 | 10 | 5 | 1 | 0 | 73% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.42 | $0.35–$0.50 | -15.7% | +0.2% | 1↑ 2↓ | $6.8B | 10 |
| Next Q | $0.39 | $0.32–$0.43 | 9.1% | -1.1% | 1↑ 2↓ | $6.5B | 10 |
| Current FY | $1.65 | $1.64–$1.66 | 9.8% | +0.0% | 2↑ 1↓ | $26.1B | 17 |
| Next FY | $1.80 | $1.78–$1.85 | 9.4% | -0.2% | 2↑ 5↓ | $27.1B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.421 | — |
| 7d ago | $0.421 | — |
| 30d ago | $0.420 | +0.001 |
| 60d ago | $0.433 | -0.011 |
| 90d ago | $0.449 | -0.028 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 203,140,117 | $3.4B | 12.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 142,036,384 | $2.4B | 8.8% | — |
| STATE STREET CORP | 128,484,925 | $2.2B | 8.0% | — |
| FMR LLC | 119,559,243 | $2.0B | 7.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 110,884,839 | $1.9B | 6.9% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 101,483,416 | $1.7B | 6.3% | — |
| AQR CAPITAL MANAGEMENT LLC | 86,284,177 | $1.5B | 5.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 66,995,996 | $1.2B | 4.3% | — |
| DEUTSCHE BANK AG\ | 40,201,738 | $676.2M | 2.5% | — |
| AMERIPRISE FINANCIAL INC | 36,787,426 | $618.6M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 31,995,975 | — | $538.2M |
| MORGAN STANLEY | ADD | 18,139,357 | 23,315,333 | +28.5% | $392.2M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | TRIM | 28,949,408 | 18,719,059 | -35.3% | $314.9M |
| Allianz Asset Management GmbH | ADD | 10,085,232 | 17,071,745 | +69.3% | $287.1M |
| MACKENZIE FINANCIAL CORP | ADD | 10,247,356 | 13,278,514 | +29.6% | $223.3M |
| Capital Research Global Investors | TRIM | 17,353,304 | 11,985,839 | -30.9% | $201.6M |
| Pictet Asset Management Holding SA | TRIM | 13,735,854 | 10,280,065 | -25.2% | $172.9M |
| JANE STREET GROUP, LLC | TRIM | 12,636,037 | 9,299,243 | -26.4% | $156.4M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 6,838,436 | 8,893,777 | +30.1% | $149.6M |
| Qube Research & Technologies Ltd | TRIM | 13,586,320 | 8,503,404 | -37.4% | $143.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | LARSEN JOHN O | Director | BUY | 7,500 | $12.20 | $91.5K |
| Sep 23, 2026 | Vallejo Alejandro T | EVP, Chief People Officer | AWARD | 596.66 | $12.41 | $7.4K |
| Sep 4, 2026 | Fugate William Craig | Director | SELL | 6,500 | $13.76 | $89.4K |
| Aug 21, 2026 | Vallejo Alejandro T | EVP, Chief People Officer | AWARD | 420.71 | $17.60 | $7.4K |
| Aug 1, 2026 | Vallejo Alejandro T | EVP, Chief People Officer | AWARD | 11,240 | — | — |
| Aug 1, 2026 | Vallejo Alejandro T | EVP, Chief People Officer | TAX W/H | 5,086 | $17.38 | $88.4K |
| Jul 23, 2026 | Vallejo Alejandro T | EVP, Chief People Officer | AWARD | 422.15 | $17.54 | $7.4K |
| Jul 22, 2026 | Santos Marlene | SELL | 158,250 | $18.00 | $2.8M | |
| Jul 22, 2026 | Cooper Kerry Whorton | Director | SELL | 1,250 | $18.00 | $22.5K |
| Jun 30, 2026 | DENAULT LEO P | Director | AWARD | 1,932.22 | $16.82 | $32.5K |