Market Cap
$168.4B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 12, 2026 | Raymond James | UPGRADE | Outperform | 54% |
| Oct 9, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Oct 2, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Sep 29, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Sep 21, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 14, 2026 | Wolfe Research | DOWNGRADE | Peer Perform | 52% |
| Jul 25, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 24, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 24, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 24, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 23 | 7 | 0 | 0 | 81% | |
| Aug 1, 2026 | 8 | 23 | 6 | 0 | 0 | 84% | |
| Jul 1, 2026 | 7 | 24 | 6 | 0 | 0 | 84% | |
| Jun 1, 2026 | 7 | 24 | 6 | 0 | 0 | 84% | |
| May 1, 2026 | 7 | 24 | 6 | 0 | 0 | 84% | |
| Apr 1, 2026 | 6 | 21 | 10 | 0 | 0 | 73% | |
| Mar 1, 2026 | 6 | 20 | 11 | 0 | 0 | 70% | |
| Feb 1, 2026 | 6 | 19 | 12 | 0 | 0 | 68% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.91 | $2.67–$3.10 | 20.8% | +0.4% | 3↑ 1↓ | $23.1B | 17 |
| Next Q | $2.77 | $2.42–$3.14 | 47.5% | +0.3% | 3↑ 2↓ | $25.4B | 15 |
| Current FY | $10.95 | $10.35–$11.46 | 12.7% | +0.1% | 4↑ 1↓ | $94.3B | 20 |
| Next FY | $13.93 | $11.50–$16.60 | 27.2% | +0.3% | 5↑ 1↓ | $98.5B | 21 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.912 | — |
| 7d ago | $2.909 | +0.003 |
| 30d ago | $2.901 | +0.011 |
| 60d ago | $2.901 | +0.011 |
| 90d ago | $2.910 | +0.002 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 417,884 | $61.6M | 25.7% | TRIM -34.9% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 307,963 | $50.2M | 20.9% | — |
| Vontobel Holding Ltd. | 249,660 | $40.7M | 17.0% | — |
| Czech National Bank | 138,692 | $22.6M | 9.4% | — |
| IFM Investors Pty Ltd | 116,768 | $19.0M | 7.9% | — |
| Assenagon Asset Management S.A. | 92,713 | $15.1M | 6.3% | NEAR_EXIT -95.1% |
| BANQUE PICTET & CIE SA | 56,306 | $9.2M | 3.8% | — |
| Concurrent Investment Advisors, LLC | 34,256 | $5.6M | 2.3% | — |
| DAVENPORT & Co LLC | 31,292 | $5.1M | 2.1% | — |
| TD Waterhouse Canada Inc. | 28,138 | $4.6M | 1.9% | TRIM -49.4% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | NEAR_EXIT | 1,873,621 | 92,713 | -95.1% | $15.1M |
| TD Waterhouse Canada Inc. | TRIM | 55,588 | 28,138 | -49.4% | $4.6M |
| Farther Finance Advisors, LLC | ADD | 19,219 | 24,469 | +27.3% | $4.0M |
| ATWOOD & PALMER INC | ADD | 330 | 630 | +90.9% | $102.7K |
| GOLDMAN SACHS GROUP INC | ADD | 6,279,935 | 11,827,658 | +88.3% | $2.0B |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 17,200,244 | 8,621,588 | -49.9% | $1.4B |
| FMR LLC | TRIM | 12,529,473 | 8,153,559 | -34.9% | $1.4B |
| NORGES BANK | NEW | — | 7,909,295 | — | $1.3B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 1,131,123 | 5,713,699 | +405.1% | $958.4M |
| BANK OF AMERICA CORP /DE/ | ADD | 3,153,473 | 4,524,993 | +43.5% | $759.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Drobac Daniel James | VP & Chief Accounting Officer | AWARD | 2,768 | — | — |
| Sep 10, 2026 | Drobac Daniel James | VP & Chief Accounting Officer | SELL | 772 | $178.33 | $137.7K |
| Sep 10, 2026 | Drobac Daniel James | VP & Chief Accounting Officer | AWARD | 1.769 | $178.14 | $315.13 |
| Sep 10, 2026 | Nelson Mark Wolfe | Chief Legal Officer & GC | AWARD | 102.942 | $178.14 | $18.3K |
| Sep 1, 2026 | Almeida Andre | Chief Commercial Officer | TAX W/H | 530.438 | $182.16 | $96.6K |
| Aug 25, 2026 | Drobac Daniel James | VP & Chief Accounting Officer | TAX W/H | 171.425 | $181.61 | $31.1K |
| Aug 15, 2026 | Drobac Daniel James | VP & Chief Accounting Officer | TAX W/H | 87.677 | $182.61 | $16.0K |
| Aug 1, 2026 | Sambar Christopher | Chief Enterprise Officer | AWARD | 40,966 | — | — |
| Jun 16, 2026 | KAVANAUGH JAMES J | Director | AWARD | 1,384 | — | — |
| Jun 16, 2026 | Taylor Teresa | Director | AWARD | 1,384 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | T-Mobile US Inc | Sep 7, 2026(29d) |
| Aug 7, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | T-Mobile US Inc | Sep 7, 2026(32d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | T-Mobile US Inc | Aug 12, 2026(37d) |
| Jun 5, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | T-Mobile US Inc | Jul 8, 2026(34d) |
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | T-Mobile US Inc | Jul 8, 2026(37d) |
| Apr 17, 2026 | William Keating | D | HOUSE | BUY | $1,001 - $15,000 | T-Mobile US Inc | May 19, 2026(33d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | SELL | $15,001 - $50,000 | T-Mobile US Inc | Jul 22, 2026(117d) |
| Jan 13, 2026 | Jonathan Jackson | D | HOUSE | SELL | $50,001 - $100,000 | T-Mobile US Inc | Feb 24, 2026(43d) |