Market Cap
$20.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 9, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 24, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 27, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 23, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 15, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 9, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jun 24, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Jun 10, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jun 4, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Apr 28, 2026 | Seaport Global | MAINTAIN | Buy | 51% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 6 | 8 | 1 | 0 | 50% | |
| Aug 1, 2026 | 3 | 6 | 8 | 1 | 0 | 50% | |
| Jul 1, 2026 | 3 | 6 | 8 | 1 | 0 | 50% | |
| Jun 1, 2026 | 3 | 6 | 8 | 1 | 0 | 50% | |
| May 1, 2026 | 3 | 6 | 8 | 1 | 0 | 50% | |
| Apr 1, 2026 | 3 | 6 | 9 | 0 | 0 | 50% | |
| Mar 1, 2026 | 3 | 6 | 9 | 0 | 0 | 50% | |
| Feb 1, 2026 | 3 | 8 | 7 | 0 | 0 | 61% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $6.81 | $6.44–$7.05 | 87.2% | +2.5% | 7↑ 0↓ | $4.7B | 7 |
| Next Q | $5.28 | $4.89–$6.01 | 119.8% | +5.6% | 6↑ 0↓ | $4.3B | 7 |
| Current FY | $23.54 | $23.05–$23.88 | 65.1% | +1.7% | 8↑ 0↓ | $17.7B | 8 |
| Next FY | $23.61 | $21.65–$25.52 | 0.3% | +2.0% | 8↑ 0↓ | $17.4B | 8 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $6.814 | — |
| 7d ago | $6.786 | +0.028 |
| 30d ago | $6.646 | +0.168 |
| 60d ago | $6.633 | +0.181 |
| 90d ago | $5.295 | +1.519 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,811,245 | $2.2B | 17.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,290,031 | $1.2B | 10.1% | — |
| STATE STREET CORP | 2,625,386 | $980.8M | 8.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,308,297 | $862.4M | 7.1% | — |
| Boston Partners | 2,196,803 | $821.8M | 6.8% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 1,330,345 | $497.0M | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 953,533 | $355.2M | 2.9% | — |
| FRANKLIN RESOURCES INC | 832,230 | $310.9M | 2.6% | — |
| YACKTMAN ASSET MANAGEMENT LP | 698,566 | $261.0M | 2.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 662,857 | $247.6M | 2.0% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 653,621 | — | $244.2M |
| JPMORGAN CHASE & CO | ADD | 491,460 | 625,356 | +27.2% | $235.0M |
| FMR LLC | TRIM | 807,010 | 301,975 | -62.6% | $112.8M |
| GOLDMAN SACHS GROUP INC | ADD | 209,188 | 282,315 | +35.0% | $105.5M |
| CITADEL ADVISORS LLC | DOUBLED | 41,289 | 275,606 | +567.5% | $103.0M |
| Qube Research & Technologies Ltd | ADD | 159,475 | 249,841 | +56.7% | $93.3M |
| Life Cycle Investment Partners Ltd | ADD | 128,855 | 166,117 | +28.9% | $62.1M |
| JANE STREET GROUP, LLC | DOUBLED | 7,690 | 148,082 | +1825.6% | $55.3M |
| Robeco Institutional Asset Management B.V. | DOUBLED | 63,383 | 139,032 | +119.4% | $51.9M |
| Allianz Asset Management GmbH | ADD | 64,757 | 125,394 | +93.6% | $46.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | Colonias Karen Winifred | Director | SELL | 1,542 | $390.13 | $601.6K |
| Jul 31, 2026 | Ajemyan Arthur | SVP, CFO | SELL | 2,200 | $410.11 | $902.2K |
| Jul 28, 2026 | Smith William A II | SVP, General Counsel, Corp Sec | SELL | 962 | $413.90 | $398.2K |
| Jul 28, 2026 | Smith William A II | SVP, General Counsel, Corp Sec | SELL | 1,391 | $414.42 | $576.5K |
| May 20, 2026 | Baldwin Lisa | Director | AWARD | 469 | — | — |
| May 20, 2026 | Sznewajs John G | Director | AWARD | 469 | — | — |
| May 20, 2026 | Colonias Karen Winifred | Director | AWARD | 469 | — | — |
| May 20, 2026 | DELLAQUILA FRANK J | Director | AWARD | 469 | — | — |
| May 20, 2026 | Kamsickas James Kevin | Director | AWARD | 469 | — | — |
| May 20, 2026 | Seeger David W | Director | AWARD | 469 | — | — |