Market Cap
$30.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Wells Fargo | INITIATE | Equal-Weight | 54% |
| Sep 1, 2026 | Truist Securities | INITIATE | Hold | 55% |
| Sep 1, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 30, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Jul 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 23, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 23, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 23, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 23, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 23, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 7 | 10 | 0 | 0 | 47% | |
| Aug 1, 2026 | 2 | 7 | 10 | 0 | 0 | 47% | |
| Jul 1, 2026 | 2 | 6 | 10 | 0 | 0 | 44% | |
| Jun 1, 2026 | 2 | 6 | 10 | 0 | 0 | 44% | |
| May 1, 2026 | 2 | 6 | 10 | 0 | 0 | 44% | |
| Apr 1, 2026 | 2 | 6 | 10 | 0 | 0 | 44% | |
| Mar 1, 2026 | 2 | 6 | 10 | 0 | 0 | 44% | |
| Feb 1, 2026 | 2 | 6 | 10 | 0 | 0 | 44% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.33 | $2.99–$3.58 | 7.0% | -0.5% | 1↑ 0↓ | $4.2B | 15 |
| Next Q | $3.35 | $3.03–$3.54 | 17.2% | +0.4% | 1↑ 0↓ | $4.3B | 13 |
| Current FY | $12.12 | $11.65–$12.41 | 13.7% | -0.1% | 1↑ 0↓ | $15.7B | 16 |
| Next FY | $14.21 | $12.55–$15.08 | 17.3% | +0.1% | 0↑ 1↓ | $17.5B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.329 | — |
| 7d ago | $3.346 | -0.017 |
| 30d ago | $3.345 | -0.016 |
| 60d ago | $3.344 | -0.015 |
| 90d ago | $3.232 | +0.097 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 14,343,870 | $2.2B | 11.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,237,644 | $1.7B | 9.2% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 9,446,121 | $1.4B | 7.7% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 9,242,552 | $1.4B | 7.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,900,131 | $1.4B | 7.3% | — |
| STATE STREET CORP | 7,889,824 | $1.2B | 6.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,647,639 | $703.7M | 3.8% | — |
| FMR LLC | 4,404,819 | $669.7M | 3.6% | — |
| HARRIS ASSOCIATES L P | 3,693,787 | $561.6M | 3.0% | — |
| JPMORGAN CHASE & CO | 2,711,675 | $404.3M | 2.2% | TRIM -39.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | TRIM | 4,468,661 | 2,711,675 | -39.3% | $404.3M |
| NORGES BANK | NEW | — | 2,432,562 | — | $369.8M |
| GOLDMAN SACHS GROUP INC | ADD | 1,526,098 | 2,121,458 | +39.0% | $322.5M |
| CITIGROUP INC | ADD | 974,924 | 1,311,746 | +34.5% | $199.4M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | NEW | — | 826,000 | — | $125.6M |
| BARCLAYS PLC | TRIM | 1,218,874 | 797,506 | -34.6% | $121.2M |
| MARSHALL WACE, LLP | NEW | — | 665,450 | — | $101.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 334,564 | 587,783 | +75.7% | $89.4M |
| AMERICAN CENTURY COMPANIES INC | ADD | 414,205 | 554,061 | +33.8% | $84.2M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 210,922 | 536,744 | +154.5% | $81.6M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Allaire Bella Loykhter | Chief Admin Officer | SELL | 7,500 | $177.60 | $1.3M |
| Aug 20, 2026 | Helal Tarek | Chief Strategy Officer | GIFT | 23,397 | — | — |
| Aug 18, 2026 | Curtis Scott A | Chief Operating Officer | GIFT | 1,000 | — | — |
| Jul 28, 2026 | Elwyn Tashtego S | President, PCG | SELL | 10,000 | $176.06 | $1.8M |
| Jul 27, 2026 | Raney Steven M | Executive Chair RJBank | SELL | 5,770 | $172.97 | $998.0K |
| Mar 19, 2026 | Allaire Bella Loykhter | Chief Admin Officer | SELL | 29,551 | $142.34 | $4.2M |
| Feb 28, 2026 | Aisenbrey Christopher S | Chief Human Resources Officer | EXERCISE | 600 | — | — |
| Feb 28, 2026 | Aisenbrey Christopher S | Chief Human Resources Officer | TAX W/H | 132 | $153.08 | $20.2K |
| Feb 24, 2026 | Edwards Jeffrey N | Director | GIFT | 1,503.5 | — | — |
| Feb 19, 2026 | Esty Benjamin | Director | AWARD | 1,303 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Raymond James Financial Inc | May 13, 2026(31d) |