Market Cap
$24.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 17, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 17, 2026 | Macquarie | UPGRADE | Outperform | 55% |
| Sep 16, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 16, 2026 | StoneX | MAINTAIN | Buy | — |
| Jul 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 28, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 2, 2026 | China Renaissance | DOWNGRADE | Hold | 56% |
| Jun 29, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jun 26, 2026 | Macquarie | DOWNGRADE | Neutral | 55% |
| Jun 26, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 12 | 16 | 2 | 0 | 0 | 93% | |
| Aug 1, 2026 | 12 | 16 | 3 | 0 | 0 | 90% | |
| Jul 1, 2026 | 12 | 16 | 3 | 0 | 0 | 90% | |
| Jun 1, 2026 | 13 | 15 | 3 | 0 | 0 | 90% | |
| May 1, 2026 | 15 | 16 | 3 | 0 | 0 | 91% | |
| Apr 1, 2026 | 14 | 16 | 3 | 0 | 0 | 91% | |
| Mar 1, 2026 | 14 | 16 | 3 | 0 | 0 | 91% | |
| Feb 1, 2026 | 13 | 15 | 3 | 0 | 0 | 90% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $8.22 | $7.67–$8.95 | -70.2% | +3.5% | 0↑ 1↓ | $18.9B | 15 |
| Next Q | $4.74 | $4.06–$6.40 | -4.5% | -3.6% | 0↑ 2↓ | $15.9B | 12 |
| Current FY | $25.20 | $16.14–$27.73 | -44.7% | +3.5% | 1↑ 2↓ | $66.6B | 22 |
| Next FY | $27.53 | $22.52–$30.87 | 9.2% | -3.5% | 1↑ 2↓ | $72.6B | 23 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $8.219 | — |
| 7d ago | $8.219 | — |
| 30d ago | $7.937 | +0.281 |
| 60d ago | $7.871 | +0.348 |
| 90d ago | $8.143 | +0.076 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital World Investors | 36,247,810 | $1.4B | 28.4% | — |
| MORGAN STANLEY | 12,875,346 | $513.0M | 10.1% | — |
| Sanders Capital, LLC | 10,560,564 | $420.7M | 8.3% | — |
| DAVIS SELECTED ADVISERS | 8,761,371 | $349.1M | 6.9% | ADD +33.7% |
| Capital International Investors | 6,079,452 | $242.2M | 4.8% | DOUBLED +1507.3% |
| JPMORGAN CHASE & CO | 3,568,594 | $142.6M | 2.8% | — |
| Robeco Institutional Asset Management B.V. | 2,761,910 | $110.0M | 2.2% | — |
| Legal & General Group Plc | 2,617,363 | $104.3M | 2.1% | — |
| D. E. Shaw & Co., Inc. | 2,564,376 | $102.2M | 2.0% | ADD +66.2% |
| DIMENSIONAL FUND ADVISORS LP | 2,264,801 | $90.2M | 1.8% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DAVIS SELECTED ADVISERS | ADD | 6,555,112 | 8,761,371 | +33.7% | $349.1M |
| Capital International Investors | DOUBLED | 378,250 | 6,079,452 | +1507.3% | $242.2M |
| D. E. Shaw & Co., Inc. | ADD | 1,542,512 | 2,564,376 | +66.2% | $102.2M |
| UBS Group AG | DOUBLED | 889,177 | 2,224,876 | +150.2% | $88.6M |
| LOOMIS SAYLES & CO L P | ADD | 976,211 | 1,586,606 | +62.5% | $63.2M |
| Capital International, Inc./CA/ | DOUBLED | 351,436 | 1,221,345 | +247.5% | $48.7M |
| CITIGROUP INC | DOUBLED | 227,647 | 1,121,728 | +392.7% | $44.7M |
| Capital Research Global Investors | TRIM | 1,580,121 | 973,661 | -38.4% | $38.8M |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,887,728 | 957,265 | -49.3% | $38.1M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,624,179 | 829,405 | -48.9% | $33.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2025 | Liang Jianzhang | Director | J | 1,000,000 | — | — |