Market Cap
$13.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 13, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| May 4, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| May 4, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 7, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 7 | 12 | 0 | 0 | 48% | |
| Aug 1, 2026 | 4 | 7 | 12 | 0 | 0 | 48% | |
| Jul 1, 2026 | 4 | 7 | 12 | 0 | 0 | 48% | |
| Jun 1, 2026 | 4 | 7 | 12 | 0 | 0 | 48% | |
| May 1, 2026 | 4 | 6 | 13 | 0 | 0 | 43% | |
| Apr 1, 2026 | 4 | 6 | 13 | 0 | 0 | 43% | |
| Mar 1, 2026 | 4 | 6 | 12 | 0 | 0 | 45% | |
| Feb 1, 2026 | 4 | 6 | 12 | 0 | 0 | 45% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.50 | $1.28–$1.62 | -3.0% | -1.0% | 0↑ 15↓ | $3.8B | 15 |
| Next Q | $1.90 | $1.51–$2.16 | 9.7% | +0.9% | 6↑ 8↓ | $4.3B | 15 |
| Current FY | $6.46 | $6.00–$6.60 | 5.9% | +0.0% | 2↑ 10↓ | $15.6B | 16 |
| Next FY | $7.27 | $7.05–$7.69 | 12.5% | +0.1% | 5↑ 9↓ | $16.2B | 16 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.503 | — |
| 7d ago | $1.518 | -0.015 |
| 30d ago | $1.518 | -0.015 |
| 60d ago | $1.559 | -0.055 |
| 90d ago | $1.655 | -0.152 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 16,084,547 | $1.5B | 13.1% | ADD +41.1% |
| BlackRock, Inc. | 15,634,200 | $1.4B | 12.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,385,818 | $1.0B | 9.3% | — |
| STATE STREET CORP | 9,830,439 | $901.9M | 8.0% | — |
| Invesco Ltd. | 8,514,210 | $781.0M | 6.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,392,538 | $678.1M | 6.0% | — |
| Boston Partners | 6,116,780 | $561.1M | 5.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,085,135 | $480.6M | 4.3% | — |
| AQR CAPITAL MANAGEMENT LLC | 4,658,243 | $422.7M | 3.7% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,604,534 | $238.9M | 2.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 11,402,382 | 16,084,547 | +41.1% | $1.5B |
| JPMORGAN CHASE & CO | TRIM | 2,510,402 | 1,850,824 | -26.3% | $166.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 726,531 | 954,138 | +31.3% | $87.5M |
| MACKENZIE FINANCIAL CORP | ADD | 602,487 | 888,561 | +47.5% | $81.5M |
| UBS Group AG | ADD | 560,914 | 874,637 | +55.9% | $80.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 625,911 | 789,503 | +26.1% | $72.4M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 108,537 | 711,206 | +555.3% | $65.2M |
| JUPITER ASSET MANAGEMENT LTD | NEW | — | 702,088 | — | $64.4M |
| WELLS FARGO & COMPANY/MN | ADD | 346,942 | 627,529 | +80.9% | $57.6M |
| D. E. Shaw & Co., Inc. | TRIM | 888,814 | 578,134 | -35.0% | $53.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 6, 2026 | CLARK R KERRY | Director | SELL | 2,517 | $93.09 | $234.3K |
| May 1, 2026 | Kennedy Thomas A | Director | BUY | 10,300 | $95.98 | $988.6K |
| Apr 29, 2026 | Garrett Michael X | Director | AWARD | 2,061 | — | — |
| Apr 29, 2026 | NOWELL LIONEL L III | Director | AWARD | 2,061 | — | — |
| Apr 29, 2026 | Mendez Echevarria Maria Cristina | Director | AWARD | 2,061 | — | — |
| Apr 29, 2026 | Ambrose Richard F | Director | AWARD | 2,061 | — | — |
| Apr 29, 2026 | MIONIS ROBERT | Director | AWARD | 2,061 | — | — |
| Apr 29, 2026 | James Deborah L | Director | AWARD | 2,061 | — | — |
| Apr 29, 2026 | Kennedy Thomas A | Director | AWARD | 2,061 | — | — |
| Apr 29, 2026 | Zuber Maria T | Director | AWARD | 2,061 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | Textron Inc | Jul 22, 2026(117d) |