Market Cap
$83.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Aug 18, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 12, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 10, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 5, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 14, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 8, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 1, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 1, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| May 26, 2026 | CIBC | MAINTAIN | Outperformer | 66% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 15 | 4 | 1 | 0 | 81% | |
| Aug 1, 2026 | 8 | 15 | 5 | 1 | 0 | 79% | |
| Jul 1, 2026 | 8 | 15 | 5 | 1 | 0 | 79% | |
| Jun 1, 2026 | 8 | 15 | 5 | 1 | 0 | 79% | |
| May 1, 2026 | 8 | 16 | 5 | 1 | 0 | 80% | |
| Apr 1, 2026 | 7 | 15 | 7 | 1 | 0 | 73% | |
| Mar 1, 2026 | 7 | 14 | 7 | 1 | 0 | 72% | |
| Feb 1, 2026 | 7 | 13 | 9 | 0 | 0 | 69% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.53 | $0.47–$0.64 | 9.0% | +2.5% | 1↑ 4↓ | $2.9B | 10 |
| Next Q | $0.63 | $0.52–$0.78 | 14.1% | -5.8% | 3↑ 1↓ | $3.2B | 9 |
| Current FY | $2.43 | $2.30–$2.65 | 15.7% | -1.3% | 3↑ 4↓ | $12.2B | 14 |
| Next FY | $2.65 | $2.30–$3.54 | 8.9% | +0.9% | 5↑ 3↓ | $13.9B | 14 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.534 | — |
| 7d ago | $0.522 | +0.012 |
| 30d ago | $0.521 | +0.013 |
| 60d ago | $0.548 | -0.014 |
| 90d ago | $0.550 | -0.016 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 115,500,312 | $8.6B | 14.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 79,848,153 | $5.9B | 9.9% | — |
| STATE STREET CORP | 72,015,506 | $5.4B | 9.0% | — |
| BANK OF AMERICA CORP /DE/ | 44,667,824 | $3.3B | 5.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 43,513,739 | $3.2B | 5.4% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 33,097,208 | $2.5B | 4.1% | ADD +43.4% |
| MORGAN STANLEY | 31,813,505 | $2.4B | 4.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 29,911,265 | $2.2B | 3.7% | — |
| Clearbridge Investments, LLC | 24,212,067 | $1.8B | 3.0% | — |
| JPMORGAN CHASE & CO | 21,379,796 | $1.6B | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 23,083,262 | 33,097,208 | +43.4% | $2.5B |
| NORGES BANK | NEW | — | 12,060,202 | — | $896.6M |
| BARCLAYS PLC | ADD | 3,691,925 | 6,524,467 | +76.7% | $485.0M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 4,580,409 | 6,488,650 | +41.7% | $482.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 4,695,435 | — | $354.2M |
| ONTARIO TEACHERS PENSION PLAN BOARD | NEW | — | 4,426,879 | — | $329.1M |
| Vontobel Holding Ltd. | DOUBLED | 68,099 | 2,110,664 | +2999.4% | $156.9M |
| CITIGROUP INC | ADD | 1,328,441 | 2,042,218 | +53.7% | $151.8M |
| Alyeska Investment Group, L.P. | ADD | 1,209,651 | 1,990,213 | +64.5% | $148.0M |
| Holocene Advisors, LP | ADD | 984,415 | 1,963,696 | +99.5% | $146.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Wilson Terrance Lane | SVP & General Counsel | SELL | 2,000 | $75.56 | $151.1K |
| Aug 14, 2026 | Wilson Terrance Lane | SVP & General Counsel | SELL | 2,800 | $74.84 | $209.5K |
| Aug 14, 2026 | Wilson Terrance Lane | SVP & General Counsel | GIFT | 100 | — | — |
| Aug 14, 2026 | Wilson Terrance Lane | SVP & General Counsel | SELL | 10,200 | $74.88 | $763.8K |
| Aug 14, 2026 | Wilson Terrance Lane | SVP & General Counsel | GIFT | 1,900 | — | — |
| Aug 6, 2026 | Wingo Robert R. | Executive Vice President | TAX W/H | 8,226 | $71.76 | $590.3K |
| Aug 5, 2026 | Helms Lloyd W Jr | Director | AWARD | 2,785 | $71.81 | $200.0K |
| Aug 5, 2026 | Turner Robb E | Director | AWARD | 2,785 | $71.81 | $200.0K |
| Aug 3, 2026 | Wilson Terrance Lane | SVP & General Counsel | SELL | 2,000 | $70.65 | $141.3K |
| Jul 1, 2026 | Wilson Terrance Lane | SVP & General Counsel | SELL | 2,000 | $74.16 | $148.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 20, 2026 | Alan Armstrong | R | SENATE | BUY | $15,001 - $50,000 | The Williams Cos Inc | Sep 17, 2026(29d) |
| Aug 19, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | The Williams Cos Inc | Sep 17, 2026(30d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | The Williams Cos Inc | Feb 16, 2026(39d) |