Market Cap
$115.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 26, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 29, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 29, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 21, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 20, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 17, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 10, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 8, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 19 | 5 | 0 | 0 | 85% | |
| Aug 1, 2026 | 10 | 20 | 4 | 0 | 0 | 88% | |
| Jul 1, 2026 | 11 | 19 | 4 | 0 | 0 | 88% | |
| Jun 1, 2026 | 11 | 19 | 4 | 0 | 0 | 88% | |
| May 1, 2026 | 11 | 20 | 4 | 0 | 0 | 89% | |
| Apr 1, 2026 | 11 | 20 | 4 | 0 | 0 | 89% | |
| Mar 1, 2026 | 11 | 20 | 4 | 0 | 0 | 89% | |
| Feb 1, 2026 | 10 | 20 | 4 | 0 | 0 | 88% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.42 | $4.31–$4.58 | -6.5% | -0.1% | 1↑ 1↓ | $3.6B | 20 |
| Next Q | $4.08 | $3.92–$4.28 | -5.1% | -0.2% | 0↑ 2↓ | $3.6B | 20 |
| Current FY | $17.87 | $17.57–$18.78 | 0.2% | -0.3% | 0↑ 1↓ | $14.6B | 18 |
| Next FY | $20.22 | $19.54–$20.98 | 13.1% | -0.1% | 2↑ 2↓ | $15.6B | 23 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.424 | — |
| 7d ago | $4.426 | -0.002 |
| 30d ago | $4.428 | -0.004 |
| 60d ago | $4.570 | -0.146 |
| 90d ago | $5.078 | -0.654 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 23,981,586 | $9.8B | 13.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 19,302,219 | $7.9B | 10.9% | — |
| STATE STREET CORP | 14,482,789 | $5.9B | 8.2% | — |
| TCI Fund Management Ltd | 14,081,957 | $5.7B | 8.0% | — |
| MORGAN STANLEY | 7,309,278 | $3.0B | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,903,684 | $2.8B | 3.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,266,316 | $2.6B | 3.5% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 5,327,461 | $2.2B | 3.0% | — |
| EAGLE CAPITAL MANAGEMENT LLC | 4,067,628 | $1.7B | 2.3% | DOUBLED +185.4% |
| NORGES BANK | 3,866,831 | $1.6B | 2.2% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT LLC | DOUBLED | 1,425,311 | 4,067,628 | +185.4% | $1.7B |
| NORGES BANK | NEW | — | 3,866,831 | — | $1.6B |
| PERSHING SQUARE INC. | NEW | — | 2,593,155 | — | $1.1B |
| BANK OF AMERICA CORP /DE/ | TRIM | 4,447,574 | 2,126,141 | -52.2% | $865.9M |
| Amundi | TRIM | 1,939,016 | 1,444,366 | -25.5% | $588.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 376,009 | 1,317,894 | +250.5% | $536.7M |
| HSBC HOLDINGS PLC | ADD | 741,213 | 1,218,370 | +64.4% | $483.4M |
| BARCLAYS PLC | ADD | 731,443 | 1,158,319 | +58.4% | $471.7M |
| CITADEL ADVISORS LLC | DOUBLED | 370,113 | 1,116,010 | +201.5% | $454.5M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 626,018 | 1,026,740 | +64.0% | $418.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 1, 2026 | Thomas Darren Robert | Co-Head, Market Intelligence | EXERCISE | 558 | — | — |
| Aug 1, 2026 | Thomas Darren Robert | Co-Head, Market Intelligence | TAX W/H | 227 | $411.93 | $93.5K |
| Jul 1, 2026 | Eager William W | President, S&P Global Mobility | D | 119 | — | — |
| Jul 1, 2026 | Eager William W | President, S&P Global Mobility | D | 4,917 | — | — |
| Jul 1, 2026 | Eager William W | President, S&P Global Mobility | D | 263 | — | — |
| Jul 1, 2026 | Eager William W | President, S&P Global Mobility | AWARD | 13,286 | — | — |
| Jul 1, 2026 | Eager William W | President, S&P Global Mobility | D | 3,569 | — | — |
| Jul 1, 2026 | Eager William W | President, S&P Global Mobility | D | 2,107 | — | — |
| Jul 1, 2026 | Eager William W | President, S&P Global Mobility | AWARD | 4,917 | — | — |
| Jul 1, 2026 | Eager William W | President, S&P Global Mobility | D | 3,784 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 8, 2026 | Rick Larsen | D | HOUSE | SELL | $1,001 - $15,000 | S&P Global Inc | Jul 13, 2026(6d) |
| Jun 29, 2026 | Thomas Kean Jr | R | HOUSE | SELL | $1,001 - $15,000 | S&P Global Inc | Jul 16, 2026(18d) |
| Jun 25, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | S&P Global Inc | Jul 13, 2026(19d) |
| Jun 17, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | S&P Global Inc | Jul 13, 2026(27d) |
| Jun 17, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | S&P Global Inc | Jul 27, 2026(41d) |
| Jun 17, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | S&P Global Inc | Jul 27, 2026(41d) |
| Jun 17, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | S&P Global Inc | Jul 27, 2026(41d) |
| Jun 4, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | S&P Global Inc | Jul 13, 2026(40d) |
| Jun 3, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | S&P Global Inc | Jul 13, 2026(41d) |
| Jun 2, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | S&P Global Inc | Jul 13, 2026(42d) |