Market Cap
$242.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Oct 1, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 15, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Jul 15, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Jul 7, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 6, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jun 29, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 14 | 10 | 0 | 0 | 67% | |
| Aug 1, 2026 | 6 | 14 | 10 | 0 | 0 | 67% | |
| Jul 1, 2026 | 7 | 14 | 8 | 0 | 0 | 72% | |
| Jun 1, 2026 | 7 | 14 | 8 | 0 | 0 | 72% | |
| May 1, 2026 | 7 | 15 | 8 | 0 | 0 | 73% | |
| Apr 1, 2026 | 7 | 15 | 10 | 0 | 0 | 69% | |
| Mar 1, 2026 | 6 | 14 | 11 | 0 | 0 | 65% | |
| Feb 1, 2026 | 6 | 14 | 10 | 0 | 1 | 65% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.85 | $1.75–$1.92 | 11.6% | +0.6% | 4↑ 0↓ | $22.4B | 19 |
| Next Q | $1.87 | $1.75–$1.96 | 15.7% | +0.8% | 3↑ 1↓ | $22.5B | 19 |
| Next FY | $8.01 | $7.77–$8.35 | 9.3% | +0.6% | 4↑ 0↓ | $93.0B | 21 |
| Current FY | $7.32 | $7.01–$7.50 | 17.0% | +0.2% | 4↑ 0↓ | $88.9B | 20 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.853 | — |
| 7d ago | $1.846 | +0.007 |
| 30d ago | $1.841 | +0.012 |
| 60d ago | $1.830 | +0.023 |
| 90d ago | $1.814 | +0.039 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 250,601,039 | $20.7B | 13.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 199,899,163 | $16.5B | 11.0% | — |
| FMR LLC | 152,555,290 | $12.6B | 8.4% | — |
| STATE STREET CORP | 135,987,935 | $11.2B | 7.5% | — |
| JPMORGAN CHASE & CO | 114,238,700 | $9.5B | 6.3% | — |
| Capital Research Global Investors | 76,395,745 | $6.3B | 4.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 73,893,386 | $6.1B | 4.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 62,029,564 | $5.1B | 3.4% | — |
| NORGES BANK | 55,487,578 | $4.6B | 3.0% | NEW |
| MORGAN STANLEY | 53,356,165 | $4.4B | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 55,487,578 | — | $4.6B |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 65,846,073 | 39,422,141 | -40.1% | $3.3B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 1,852,365 | 10,359,027 | +459.2% | $856.1M |
| D. E. Shaw & Co., Inc. | DOUBLED | 2,243,244 | 8,575,688 | +282.3% | $708.7M |
| Qube Research & Technologies Ltd | DOUBLED | 3,131,629 | 7,633,928 | +143.8% | $630.9M |
| Capital World Investors | TRIM | 14,886,716 | 7,518,425 | -49.5% | $621.4M |
| CITADEL ADVISORS LLC | DOUBLED | 2,254,234 | 6,738,530 | +198.9% | $556.9M |
| MILLENNIUM MANAGEMENT LLC | ADD | 3,548,819 | 4,748,679 | +33.8% | $392.4M |
| FIL Ltd | ADD | 3,211,769 | 4,747,241 | +47.8% | $392.3M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 3,211,555 | 4,142,748 | +29.0% | $347.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 15, 2026 | Flowers Derek A. | Sr. EVP and Chief Risk Officer | GIFT | 67,966 | — | — |
| Jul 1, 2026 | SARGENT RONALD | Director | AWARD | 494.531 | $85.94 | $42.5K |
| Jul 1, 2026 | BLACK STEVEN D | Director | AWARD | 1,076.332 | $85.94 | $92.5K |
| Jul 1, 2026 | Hewett Wayne M. | Director | AWARD | 421.806 | $85.94 | $36.2K |
| Jun 15, 2026 | Rosenberg Jason M. | SEVP & Head of Public Affairs | EXERCISE | 17,217.804 | — | — |
| Jun 15, 2026 | Rosenberg Jason M. | SEVP & Head of Public Affairs | TAX W/H | 8,079.493 | $83.73 | $676.5K |
| May 14, 2026 | CRAVER THEODORE F JR | Director | GIFT | 89 | — | — |
| Apr 28, 2026 | Hewett Wayne M. | Director | AWARD | 3,436 | $81.50 | $280.0K |
| Apr 28, 2026 | Morken CeCelia | Director | AWARD | 3,436 | $81.50 | $280.0K |
| Apr 28, 2026 | Morris Maria R | Director | AWARD | 3,436 | $81.50 | $280.0K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | Mitch McConnell | R | SENATE | BUY | $15,001 - $50,000 | Wells Fargo & Co | Sep 21, 2026(21d) |
| Aug 18, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Wells Fargo & Co | Sep 7, 2026(21d) |
| Jun 1, 2026 | Mitch McConnell | R | SENATE | BUY | $1,001 - $15,000 | Wells Fargo & Co | Jun 30, 2026(30d) |
| Apr 23, 2026 | Lloyd Smucker | R | HOUSE | SELL | $15,001 - $50,000 | Wells Fargo & Co | May 1, 2026(9d) |
| Apr 13, 2026 | Mark Warner | D | SENATE | BUY | $1,001 - $15,000 | Wells Fargo & Co | May 1, 2026(19d) |
| Apr 13, 2026 | Mark Warner | D | SENATE | BUY | $1,001 - $15,000 | Wells Fargo & Co | May 1, 2026(19d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Wells Fargo & Co | May 13, 2026(31d) |
| Mar 11, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Wells Fargo & Co | Apr 9, 2026(30d) |
| Mar 1, 2026 | Addison McConnell | R | SENATE | BUY | $1,001 - $15,000 | Wells Fargo & Co | Mar 19, 2026(19d) |
| Dec 17, 2025 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Wells Fargo & Co | Jan 13, 2026(28d) |