Market Cap
$48.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Wells Fargo | INITIATE | Equal-Weight | 54% |
| Sep 2, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 21, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Aug 14, 2026 | Bernstein | MAINTAIN | Market Perform | 51% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jun 16, 2026 | DA Davidson | INITIATE | Neutral | 53% |
| May 13, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| May 6, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 11 | 16 | 0 | 0 | 52% | |
| Aug 1, 2026 | 6 | 11 | 16 | 0 | 0 | 52% | |
| Jul 1, 2026 | 6 | 11 | 16 | 0 | 0 | 52% | |
| Jun 1, 2026 | 6 | 12 | 15 | 0 | 0 | 55% | |
| May 1, 2026 | 6 | 12 | 16 | 0 | 0 | 53% | |
| Apr 1, 2026 | 6 | 11 | 17 | 0 | 0 | 50% | |
| Mar 1, 2026 | 7 | 11 | 17 | 0 | 0 | 51% | |
| Feb 1, 2026 | 7 | 11 | 17 | 0 | 0 | 51% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.69 | $3.55–$3.94 | 10.5% | +0.3% | 18↑ 2↓ | $2.4B | 22 |
| Next Q | $3.14 | $3.00–$3.38 | 14.0% | +1.4% | 7↑ 2↓ | $2.2B | 11 |
| Current FY | $13.23 | $12.98–$13.47 | 25.7% | +0.1% | 24↑ 2↓ | $9.1B | 28 |
| Next FY | $14.91 | $13.94–$15.44 | 12.7% | +0.5% | 20↑ 3↓ | $9.6B | 28 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.690 | — |
| 7d ago | $3.686 | +0.004 |
| 30d ago | $3.679 | +0.010 |
| 60d ago | $3.583 | +0.107 |
| 90d ago | $3.574 | +0.115 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 12,380,576 | $6.1B | 17.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,270,705 | $3.6B | 10.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,928,262 | $2.9B | 8.1% | — |
| STATE STREET CORP | 5,323,990 | $2.6B | 7.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,132,604 | $1.5B | 4.3% | — |
| MORGAN STANLEY | 3,040,314 | $1.5B | 4.2% | — |
| JPMORGAN CHASE & CO | 2,919,588 | $1.4B | 3.9% | ADD +53.0% |
| UBS Group AG | 2,183,669 | $1.1B | 3.0% | — |
| GOLDMAN SACHS GROUP INC | 1,933,275 | $957.1M | 2.7% | — |
| Invesco Ltd. | 1,820,740 | $901.4M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 1,908,366 | 2,919,588 | +53.0% | $1.4B |
| NORGES BANK | NEW | — | 1,392,295 | — | $689.3M |
| NORDEA INVESTMENT MANAGEMENT AB | ADD | 974,623 | 1,235,953 | +26.8% | $607.9M |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 488,169 | 698,644 | +43.1% | $345.9M |
| Holocene Advisors, LP | TRIM | 787,779 | 586,073 | -25.6% | $290.2M |
| BARCLAYS PLC | ADD | 338,581 | 523,791 | +54.7% | $259.3M |
| Nuveen, LLC | ADD | 336,357 | 420,926 | +25.1% | $208.4M |
| Eurizon Capital SGR S.p.A. | ADD | 275,966 | 377,661 | +36.9% | $185.7M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 37,218 | 342,575 | +820.5% | $169.6M |
| Man Group plc | TRIM | 362,619 | 263,381 | -27.4% | $130.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Woods Isaac | Vice President and Treasurer | SELL | 110 | $432.83 | $47.6K |
| Sep 8, 2026 | Woods Isaac | Vice President and Treasurer | SELL | 44 | $432.11 | $19.0K |
| Sep 5, 2026 | Woods Isaac | Vice President and Treasurer | EXERCISE | 325 | — | — |
| Sep 2, 2026 | Bulho Matheus De A G Viera | SVP Software and Control | SELL | 400 | $420.14 | $168.1K |
| Aug 31, 2026 | Bulho Matheus De A G Viera | SVP Software and Control | SELL | 467 | $426.96 | $199.4K |
| Aug 27, 2026 | Watson Patricia A | Director | SELL | 1,100 | $431.43 | $474.6K |
| Aug 20, 2026 | Rothe Christian E | Sr. VP and CFO | SELL | 590 | $434.30 | $256.2K |
| Aug 19, 2026 | Rothe Christian E | Sr. VP and CFO | EXERCISE | 1,257 | — | — |
| Jul 16, 2026 | Riesterer Terry L. | Vice President and Controller | EXERCISE | 849 | — | — |
| Jul 16, 2026 | Riesterer Terry L. | Vice President and Controller | SELL | 281 | $453.24 | $127.4K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 5, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Rockwell Automation Inc | Jul 8, 2026(34d) |
| Mar 6, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Rockwell Automation Inc | Apr 9, 2026(35d) |