Market Cap
$48.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 4, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 20, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 17, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 17, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 17, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 17, 2026 | Truist Securities | REITERATE | Hold | 55% |
| Jul 17, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 17, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 17, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 11 | 7 | 0 | 0 | 67% | |
| Aug 1, 2026 | 3 | 11 | 7 | 0 | 0 | 67% | |
| Jul 1, 2026 | 3 | 11 | 7 | 0 | 0 | 67% | |
| Jun 1, 2026 | 3 | 11 | 7 | 0 | 0 | 67% | |
| May 1, 2026 | 3 | 11 | 7 | 0 | 0 | 67% | |
| Apr 1, 2026 | 3 | 12 | 6 | 1 | 0 | 68% | |
| Mar 1, 2026 | 3 | 12 | 6 | 1 | 0 | 68% | |
| Feb 1, 2026 | 3 | 12 | 6 | 1 | 0 | 68% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.67 | $3.50–$3.85 | 31.9% | +0.8% | 10↑ 0↓ | $4.0B | 11 |
| Next Q | $3.63 | $3.55–$3.77 | 22.4% | +1.5% | 9↑ 1↓ | $4.1B | 9 |
| Current FY | $13.76 | $13.54–$14.01 | 33.6% | +0.4% | 13↑ 0↓ | $16.0B | 13 |
| Next FY | $15.43 | $14.63–$15.96 | 12.1% | +0.8% | 14↑ 0↓ | $16.8B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.667 | — |
| 7d ago | $3.639 | +0.028 |
| 30d ago | $3.638 | +0.029 |
| 60d ago | $3.617 | +0.050 |
| 90d ago | $3.367 | +0.300 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 24,406,776 | $4.1B | 13.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 17,603,680 | $3.0B | 9.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,734,612 | $2.5B | 8.2% | — |
| FMR LLC | 13,911,287 | $2.4B | 7.7% | — |
| STATE STREET CORP | 13,538,311 | $2.3B | 7.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 7,416,903 | $1.3B | 4.1% | — |
| Invesco Ltd. | 6,572,279 | $1.1B | 3.7% | — |
| HARRIS ASSOCIATES L P | 4,765,306 | $808.2M | 2.7% | — |
| MORGAN STANLEY | 4,731,988 | $802.5M | 2.6% | — |
| VICTORY CAPITAL MANAGEMENT INC | 4,502,183 | $763.6M | 2.5% | DOUBLED +128.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 1,970,516 | 4,502,183 | +128.5% | $763.6M |
| JPMORGAN CHASE & CO | TRIM | 6,473,536 | 4,428,797 | -31.6% | $753.7M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | TRIM | 4,236,091 | 2,001,394 | -52.8% | $339.4M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 683,256 | 1,766,901 | +158.6% | $299.7M |
| NORGES BANK | NEW | — | 1,580,331 | — | $268.0M |
| UBS Group AG | TRIM | 1,711,403 | 1,201,315 | -29.8% | $203.7M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 859,878 | 1,197,837 | +39.3% | $203.2M |
| HSBC HOLDINGS PLC | ADD | 926,161 | 1,188,087 | +28.3% | $201.6M |
| GQG Partners LLC | NEW | — | 1,106,046 | — | $187.6M |
| BARCLAYS PLC | TRIM | 1,773,518 | 973,339 | -45.1% | $165.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | RICHARDS MICHAEL L | EVP and Chief Admin Officer | GIFT | 1,009 | — | — |
| Aug 31, 2026 | Read Craig Jack | EVP, Global Controller and CAO | AWARD | 9,408 | — | — |
| Aug 14, 2026 | O HANLEY RONALD P | Chairman, CEO and President | GIFT | 10,500 | — | — |
| Aug 14, 2026 | O HANLEY RONALD P | Chairman, CEO and President | EXERCISE | 2,204 | — | — |
| Aug 14, 2026 | O HANLEY RONALD P | Chairman, CEO and President | D | 2,204 | $183.75 | $405.0K |
| Aug 14, 2026 | TAHIRI MOSTAPHA | EVP and COO | TAX W/H | 54 | $191.74 | $10.4K |
| Aug 14, 2026 | RICHARDS MICHAEL L | EVP and Chief Admin Officer | TAX W/H | 196 | $191.74 | $37.6K |
| Aug 3, 2026 | Schaefer Elizabeth | SVP, Chief Accounting Officer | SELL | 500 | $181.19 | $90.6K |
| Jul 24, 2026 | Hu W. Bradford | EVP and Chief Risk Officer | SELL | 9,758 | $184.52 | $1.8M |
| Jul 21, 2026 | O HANLEY RONALD P | Chairman, CEO and President | SELL | 14,553 | $184.17 | $2.7M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 18, 2026 | Jake Auchincloss | D | HOUSE | SELL | $15,001 - $50,000 | State Street Corporation | May 25, 2026(8d) |
| May 18, 2026 | Jake Auchincloss | D | HOUSE | SELL | $15,001 - $50,000 | State Street Corporation | May 25, 2026(8d) |
| Feb 17, 2026 | Jacob Auchincloss | D | HOUSE | SELL | $15,001 - $50,000 | State Street Corporation | Feb 20, 2026(4d) |