Market Cap
$62.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 21, 2026 | Baird | DOWNGRADE | Neutral | 54% |
| Jul 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 30, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 29, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Jul 20, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 6, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Jun 30, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jun 29, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jun 23, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jun 23, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 12 | 6 | 0 | 0 | 73% | |
| Aug 1, 2026 | 5 | 12 | 5 | 0 | 0 | 77% | |
| Jul 1, 2026 | 5 | 11 | 6 | 1 | 0 | 70% | |
| Jun 1, 2026 | 5 | 11 | 6 | 1 | 0 | 70% | |
| May 1, 2026 | 5 | 11 | 6 | 1 | 0 | 70% | |
| Apr 1, 2026 | 5 | 10 | 7 | 1 | 0 | 65% | |
| Mar 1, 2026 | 5 | 10 | 7 | 1 | 0 | 65% | |
| Feb 1, 2026 | 5 | 10 | 6 | 1 | 0 | 68% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.05 | $1.99–$2.20 | 141.2% | +42.1% | 15↑ 0↓ | $1.3B | 15 |
| Next Q | $2.01 | $1.78–$2.21 | 11.9% | +55.7% | 15↑ 0↓ | $1.3B | 15 |
| Current FY | $9.09 | $8.82–$9.35 | 129.6% | +0.0% | 16↑ 0↓ | $5.1B | 16 |
| Next FY | $11.65 | $9.00–$16.53 | 28.2% | +0.0% | 15↑ 1↓ | $6.3B | 18 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.051 | — |
| 7d ago | $2.051 | — |
| 30d ago | $1.443 | +0.607 |
| 60d ago | $1.389 | +0.662 |
| 90d ago | $1.376 | +0.674 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 19,437,021 | $9.4B | 16.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,225,398 | $4.9B | 8.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,633,782 | $4.2B | 7.3% | — |
| STATE STREET CORP | 7,290,460 | $3.5B | 6.2% | — |
| Invesco Ltd. | 6,683,098 | $3.2B | 5.7% | — |
| JPMORGAN CHASE & CO | 5,570,053 | $2.6B | 4.5% | ADD +94.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,602,292 | $2.2B | 3.9% | — |
| FMR LLC | 4,105,776 | $2.0B | 3.5% | — |
| JANE STREET GROUP, LLC | 2,791,700 | $1.4B | 2.4% | DOUBLED +2712.4% |
| AMERIPRISE FINANCIAL INC | 2,719,428 | $1.3B | 2.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 2,870,640 | 5,570,053 | +94.0% | $2.6B |
| NORGES BANK | NEW | — | 2,223,866 | — | $1.1B |
| BANK OF AMERICA CORP /DE/ | ADD | 1,085,959 | 1,741,943 | +60.4% | $842.8M |
| UBS Group AG | ADD | 1,109,977 | 1,643,499 | +48.1% | $795.2M |
| Rafferty Asset Management, LLC | ADD | 1,090,120 | 1,515,149 | +39.0% | $733.1M |
| Sumitomo Mitsui Trust Group, Inc. | TRIM | 1,703,715 | 1,117,097 | -34.4% | $540.5M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | DOUBLED | 201,282 | 678,033 | +236.9% | $334.6M |
| ARK Investment Management LLC | TRIM | 1,245,122 | 644,782 | -48.2% | $312.0M |
| HSBC HOLDINGS PLC | DOUBLED | 285,157 | 615,514 | +115.9% | $295.6M |
| NOMURA ASSET MANAGEMENT CO LTD | ADD | 320,119 | 600,300 | +87.5% | $290.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | JOHNSON MERCEDES | Director | SELL | 167 | $402.90 | $67.3K |
| Sep 25, 2026 | Herweck Peter | Director | J | 4 | — | — |
| Sep 25, 2026 | MADDOCK ERNEST E | Director | J | 2 | — | — |
| Sep 25, 2026 | TUFANO PAUL J | Director | J | 19 | — | — |
| Sep 24, 2026 | Herweck Peter | Director | AWARD | 77 | — | — |
| Sep 24, 2026 | TUFANO PAUL J | Director | AWARD | 141 | — | — |
| Sep 24, 2026 | Henry Andrew Chisholm | Director | AWARD | 64 | — | — |
| Sep 17, 2026 | MATZ MARILYN | Director | SELL | 400 | $351.11 | $140.4K |
| Sep 15, 2026 | MATZ MARILYN | Director | SELL | 800 | $337.83 | $270.3K |
| Sep 15, 2026 | Smith Gregory Stephen | President and CEO | SELL | 4,000 | $337.83 | $1.4M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 29, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | Teradyne Inc | May 11, 2026(13d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | Teradyne Inc | Jul 22, 2026(117d) |
| Feb 4, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Teradyne Inc | Mar 12, 2026(37d) |