Market Cap
$38.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 5, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 5, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 16, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Apr 29, 2026 | Bernstein | MAINTAIN | Market Perform | 51% |
| Apr 29, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Apr 29, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Apr 7, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 7 | 10 | 1 | 0 | 50% | |
| Aug 1, 2026 | 4 | 7 | 10 | 1 | 0 | 50% | |
| Jul 1, 2026 | 4 | 8 | 11 | 0 | 0 | 52% | |
| Jun 1, 2026 | 4 | 8 | 11 | 0 | 0 | 52% | |
| May 1, 2026 | 4 | 9 | 10 | 0 | 0 | 57% | |
| Apr 1, 2026 | 4 | 10 | 9 | 0 | 0 | 61% | |
| Mar 1, 2026 | 4 | 10 | 9 | 0 | 0 | 61% | |
| Feb 1, 2026 | 4 | 10 | 9 | 0 | 0 | 61% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.19 | $1.18–$1.21 | 3.7% | -0.2% | 4↑ 7↓ | $22.0B | 11 |
| Next Q | $1.08 | $1.02–$1.15 | 8.7% | -0.9% | 10↑ 1↓ | $21.7B | 11 |
| Current FY | $5.07 | $5.00–$5.12 | 10.0% | -0.4% | 12↑ 0↓ | $89.7B | 11 |
| Next FY | $5.37 | $5.18–$5.48 | 5.8% | -0.3% | 9↑ 2↓ | $92.2B | 11 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.192 | — |
| 7d ago | $1.193 | -0.001 |
| 30d ago | $1.195 | -0.003 |
| 60d ago | $1.192 | +0.001 |
| 90d ago | $1.193 | -0.001 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 43,028,910 | $3.6B | 14.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 31,227,007 | $2.6B | 10.4% | — |
| STATE STREET CORP | 27,115,261 | $2.3B | 9.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 26,946,494 | $2.3B | 9.0% | — |
| HARRIS ASSOCIATES L P | 16,292,380 | $1.4B | 5.4% | ADD +48.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 13,099,143 | $1.1B | 4.3% | — |
| GOLDMAN SACHS GROUP INC | 10,239,646 | $855.8M | 3.4% | ADD +59.3% |
| Invesco Ltd. | 7,362,148 | $615.3M | 2.4% | — |
| NORGES BANK | 7,115,401 | $594.7M | 2.4% | NEW |
| Boston Partners | 6,189,713 | $517.1M | 2.1% | TRIM -41.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| HARRIS ASSOCIATES L P | ADD | 11,009,012 | 16,292,380 | +48.0% | $1.4B |
| GOLDMAN SACHS GROUP INC | ADD | 6,426,722 | 10,239,646 | +59.3% | $855.8M |
| NORGES BANK | NEW | — | 7,115,401 | — | $594.7M |
| Boston Partners | TRIM | 10,583,534 | 6,189,713 | -41.5% | $517.1M |
| D. E. Shaw & Co., Inc. | ADD | 3,925,528 | 6,047,049 | +54.0% | $505.4M |
| Capital Research Global Investors | TRIM | 8,876,299 | 5,227,694 | -41.1% | $436.9M |
| CITADEL ADVISORS LLC | DOUBLED | 778,771 | 4,815,455 | +518.3% | $402.5M |
| JPMORGAN CHASE & CO | DOUBLED | 1,777,896 | 4,518,631 | +154.2% | $376.9M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 4,415,511 | 2,497,163 | -43.4% | $208.7M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | TRIM | 3,481,920 | 2,439,114 | -29.9% | $203.9M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Phillips Ronald L | EVP and CHRO | SELL | 57 | $84.32 | $4.8K |
| Sep 11, 2026 | Keller Gregory Scott | EVP | TAX W/H | 62 | $82.31 | $5.1K |
| Sep 11, 2026 | Phillips Ronald L | EVP and CHRO | SELL | 960 | $83.00 | $79.7K |
| Sep 11, 2026 | Phillips Ronald L | EVP and CHRO | TAX W/H | 149 | $82.31 | $12.3K |
| Sep 11, 2026 | Phillips Ronald L | EVP and CHRO | EXERCISE | 960 | $69.95 | $67.2K |
| Sep 11, 2026 | Higgs Stephen Dale | SVP | TAX W/H | 176 | $82.31 | $14.5K |
| Sep 11, 2026 | Garrett Brenna C | SVP, CCO | TAX W/H | 47 | $82.31 | $3.9K |
| Sep 1, 2026 | Higgs Stephen Dale | SVP | AWARD | 6,041 | — | — |
| Sep 1, 2026 | Garrett Brenna C | SVP, CCO | AWARD | 10,270 | — | — |
| Sep 1, 2026 | Phillips Ronald L | EVP and CHRO | AWARD | 13,539 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Sysco Corporation | Jul 8, 2026(37d) |