Market Cap
$262.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Sep 3, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 3, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 20, 2026 | Mizuho | INITIATE | Neutral | 52% |
| May 21, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Apr 22, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Apr 10, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Apr 9, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 11 | 11 | 0 | 0 | 56% | |
| Aug 1, 2026 | 4 | 11 | 10 | 0 | 0 | 60% | |
| Jul 1, 2026 | 4 | 11 | 10 | 0 | 0 | 60% | |
| Jun 1, 2026 | 3 | 12 | 10 | 0 | 0 | 60% | |
| May 1, 2026 | 2 | 11 | 13 | 0 | 0 | 50% | |
| Apr 1, 2026 | 2 | 12 | 13 | 0 | 0 | 52% | |
| Mar 1, 2026 | 2 | 12 | 13 | 0 | 0 | 52% | |
| Feb 1, 2026 | 2 | 11 | 13 | 0 | 0 | 50% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.20 | $2.60–$4.09 | 71.8% | +14.8% | — | $103.6B | 5 |
| Next Q | $3.02 | $2.49–$3.58 | 165.2% | +31.8% | — | $100.0B | 4 |
| Current FY | $11.92 | $9.97–$13.45 | 89.3% | +9.8% | 2↑ 0↓ | $336.9B | 9 |
| Next FY | $10.30 | $8.56–$12.89 | -13.6% | +16.3% | 1↑ 2↓ | $315.6B | 10 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.196 | — |
| 7d ago | $3.147 | +0.049 |
| 30d ago | $2.784 | +0.412 |
| 60d ago | $2.753 | +0.443 |
| 90d ago | $2.684 | +0.512 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 87,332,346 | $6.8B | 29.7% | — |
| Fisher Asset Management, LLC | 27,633,155 | $2.1B | 9.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 25,363,810 | $2.0B | 8.6% | — |
| MORGAN STANLEY | 10,779,129 | $835.8M | 3.7% | — |
| GOLDMAN SACHS GROUP INC | 10,560,692 | $818.9M | 3.6% | DOUBLED +112.1% |
| Orbis Allan Gray Ltd | 8,847,436 | $686.0M | 3.0% | DOUBLED +115.1% |
| Mawer Investment Management Ltd. | 8,013,792 | $621.4M | 2.7% | — |
| BANK OF AMERICA CORP /DE/ | 7,709,715 | $597.8M | 2.6% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6,727,122 | $521.6M | 2.3% | — |
| FRANKLIN RESOURCES INC | 6,697,185 | $519.3M | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | DOUBLED | 4,979,786 | 10,560,692 | +112.1% | $818.9M |
| Orbis Allan Gray Ltd | DOUBLED | 4,113,710 | 8,847,436 | +115.1% | $686.0M |
| CITADEL ADVISORS LLC | ADD | 2,266,451 | 3,886,862 | +71.5% | $301.6M |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 2,695,452 | — | $209.0M |
| Holocene Advisors, LP | NEW | — | 2,633,066 | — | $204.2M |
| TORONTO DOMINION BANK | DOUBLED | 14,122 | 2,448,386 | +17237.4% | $189.8M |
| BANK OF MONTREAL /CAN/ | TRIM | 3,862,524 | 2,093,979 | -45.8% | $162.4M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 2,884,339 | 2,039,770 | -29.3% | $158.2M |
| Nuveen, LLC | ADD | 1,447,942 | 1,865,266 | +28.8% | $144.6M |
| Bridgewater Associates, LP | DOUBLED | 312,157 | 1,526,163 | +388.9% | $118.3M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | Shell PLC | May 11, 2026(19d) |
| Mar 31, 2026 | Michael McCaul | R | HOUSE | SELL | $15,001 - $50,000 | Shell PLC | Apr 10, 2026(11d) |