Market Cap
$74.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 21, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 21, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Aug 21, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 21, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 21, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 21, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 21, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 21, 2026 | Bernstein | MAINTAIN | Market Perform | 51% |
| Aug 21, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 10 | 8 | 0 | 0 | 70% | |
| Aug 1, 2026 | 9 | 10 | 7 | 0 | 0 | 73% | |
| Jul 1, 2026 | 9 | 10 | 7 | 0 | 0 | 73% | |
| Jun 1, 2026 | 9 | 11 | 6 | 0 | 0 | 77% | |
| May 1, 2026 | 9 | 10 | 6 | 0 | 0 | 76% | |
| Apr 1, 2026 | 9 | 10 | 6 | 0 | 0 | 76% | |
| Mar 1, 2026 | 9 | 9 | 7 | 0 | 0 | 72% | |
| Feb 1, 2026 | 9 | 9 | 7 | 0 | 0 | 72% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.83 | $1.80–$1.90 | 16.0% | +0.2% | 11↑ 0↓ | $6.2B | 10 |
| Next Q | $2.25 | $2.20–$2.33 | 12.6% | +0.1% | 8↑ 0↓ | $7.2B | 10 |
| Current FY | $8.78 | $8.70–$8.92 | 32.8% | +1.9% | 12↑ 0↓ | $25.7B | 11 |
| Next FY | $8.96 | $8.45–$9.51 | 2.1% | +0.5% | 13↑ 0↓ | $27.5B | 12 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.833 | — |
| 7d ago | $1.833 | +0.000 |
| 30d ago | $1.829 | +0.004 |
| 60d ago | $1.727 | +0.106 |
| 90d ago | $1.727 | +0.106 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 27,900,923 | $5.9B | 12.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 21,040,574 | $4.5B | 9.5% | — |
| STATE STREET CORP | 14,643,656 | $3.1B | 6.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,517,853 | $3.1B | 6.6% | — |
| Invesco Ltd. | 12,316,939 | $2.6B | 5.6% | — |
| FMR LLC | 10,973,537 | $2.3B | 5.0% | — |
| BANK OF AMERICA CORP /DE/ | 9,509,998 | $2.0B | 4.3% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 9,104,980 | $1.9B | 4.1% | — |
| JPMORGAN CHASE & CO | 8,685,523 | $1.8B | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 7,943,924 | $1.7B | 3.6% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 3,497,091 | 6,615,682 | +89.2% | $1.4B |
| NORGES BANK | NEW | — | 5,834,005 | — | $1.2B |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 1,801,452 | 2,424,865 | +34.6% | $529.3M |
| ROYAL BANK OF CANADA | TRIM | 2,212,512 | 1,458,181 | -34.1% | $310.4M |
| Robeco Institutional Asset Management B.V. | DOUBLED | 535,794 | 1,218,390 | +127.4% | $259.3M |
| D. E. Shaw & Co., Inc. | TRIM | 3,540,058 | 1,218,256 | -65.6% | $259.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 679,065 | 1,212,269 | +78.5% | $258.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 889,985 | 1,120,609 | +25.9% | $238.5M |
| Man Group plc | ADD | 564,249 | 1,025,756 | +81.8% | $218.3M |
| BARCLAYS PLC | TRIM | 1,448,737 | 967,425 | -33.2% | $205.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Conroy James Grant | CHIEF EXECUTIVE OFFICER | SELL | 49,205 | $229.48 | $11.3M |
| Sep 14, 2026 | Brinkley Stephen C | PRESIDENT, OPERATIONS | SELL | 6,424 | $229.66 | $1.5M |
| Sep 11, 2026 | Fleming Karen | PRES, CMO ROSS DRESS FOR LESS | TAX W/H | 907 | $230.74 | $209.3K |
| Sep 11, 2026 | Conroy James Grant | CHIEF EXECUTIVE OFFICER | TAX W/H | 41,372 | $230.74 | $9.5M |
| Sep 11, 2026 | Brinkley Stephen C | PRESIDENT, OPERATIONS | TAX W/H | 6,654 | $230.74 | $1.5M |
| May 29, 2026 | GARRETT SHARON D | Director | GIFT | 1,354 | — | — |
| May 29, 2026 | Mueller Patricia H | Director | GIFT | 1,354 | — | — |
| May 21, 2026 | BJORKLUND GUNNAR K | Director | AWARD | 896 | — | — |
| May 21, 2026 | Cannizzaro Edward G | Director | AWARD | 896 | — | — |
| May 21, 2026 | GARRETT SHARON D | Director | AWARD | 896 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Ross Stores Inc | May 13, 2026(31d) |