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Bank of Nova Scotia grew its holdings in Deere and Company (NYSE: DE) by 128.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 115,265 shares of the industrial products company's stock after buying an additional 64,747 shares during the period. Bank of Live financial news intelligence
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2026-07-25 16:33
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2026-07-25 04:43
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Bank of Nova Scotia Raises Holdings in Deere & Company $DE | FMP Stock News | |
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2026-07-25 16:33
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2026-07-25 09:44
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Data Centers — Not Iran — Are Fueling the U.S.’s Coming Energy Crisis | FMP Stock News | |
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Oil markets are once again reminding investors how quickly geopolitical risks can ripple through the economy. As the Iran conflict has intensified, crude oil has climbed back to roughly $100 per barrel, up about 35% in just a few weeks. According to AAA, the national average price of gasoline has risen to $4.11 per gallon, crossing the psychologically important $4 threshold that tends to weigh on consumer confidence. Because transportation, manufacturing, and shipping all depend on petroleum, higher oil prices threaten to rekindle inflation. Yet as disruptive as this energy shock appears, it may prove to be only the opening act. The Bigger Energy Problem Is Already Here Higher oil prices grab headlines because consumers see them every time they fill up. But electricity is quietly becoming the scarcer resource. According to a recent Bloomberg report, U.S. data centers are on pace to consume nearly 20% of all electricity generated in the U.S. by 2035, up from approximately 5.9% today. That would represent more than a threefold increase in electricity demand over the next decade. Unlike gasoline demand, which tends to fluctuate with economic activity, AI data centers require around-the-clock power. Every chatbot query, AI model training run, and cloud computing workload depends on thousands of servers operating continuously. The result is that utilities are being forced to build generation capacity at a pace not seen in decades, while transmission infrastructure struggles to keep up. A dual energy crisis is colliding as AI demand threatens to devour 20% of the grid. From $100 oil to Big Tech's multi-billion dollar nuclear bet, the power struggle for the future has officially begun. © 24/7 Wall St. Consumers Are Already Paying The Price The impact isn’t theoretical anymore. Across several regions, utilities have requested rate increases specifically tied to rising infrastructure costs and growing power demand from large data center projects. Consumer advocates and regulators have warned that residential customers are increasingly being asked to shoulder part of those expenses, with some households seeing electric bills double — or even triple — as utilities recover investments in new generation and transmission assets. Ironically, this creates a second inflation problem. Oil prices raise transportation costs across the economy. Electricity inflation raises the cost of simply living. If data centers expand from using 5.9% of America’s electricity to one-fifth of total generation, utilities will need hundreds of billions of dollars in new investment. Unless alternative power sources shoulder much of that burden, consumers could face years of rising utility bills while portions of the grid operate closer to capacity. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. It’s no surprise that communities across the country are beginning to push back against proposed data center developments, citing higher utility costs, water consumption, and grid reliability. Investors Should Watch The Companies Solving The Bottleneck That said, the outlook isn’t entirely bleak. Many technology companies recognize that relying solely on the existing electrical grid isn’t sustainable. Instead, they’re investing directly in new sources of generation. Microsoft (NASDAQ:MSFT | MSFT Price Prediction), Amazon (NASDAQ:AMZN), Google, Oracle (NYSE:ORCL), and Meta Platforms (NASDAQ:META) have all announced investments or partnerships involving advanced nuclear power, small modular reactors, geothermal energy, hydrogen fuel cells, or large-scale battery storage. Their goal isn’t simply cleaner energy — it’s securing reliable electricity without overwhelming local utilities. The AI boom isn’t just creating winners in semiconductors. It’s expanding opportunities across nuclear technology, electrical equipment manufacturers, utilities, hydrogen infrastructure, and grid modernization companies. Granted, these projects require years to develop, while AI demand continues growing today. That timing mismatch explains why the political backlash against new data centers could intensify before additional generating capacity comes online. Key Takeaway In short, the Iran conflict may be driving today’s inflation fears, but AI infrastructure could become tomorrow’s larger energy challenge. Oil prices can retreat as geopolitical tensions ease. Electricity demand from AI data centers is moving in the opposite direction, with Bloomberg projecting they could consume 20% of U.S. power generation by 2035. That trend is already influencing utility rates, sparking opposition to new developments, and forcing the technology industry to invest billions in alternative energy sources. Ultimately, smart investors should look beyond the daily movements in oil prices. The more durable investment theme may be the companies building the power infrastructure that AI will require over the next decade. If they succeed, they’ll relieve pressure on both consumers and the electric grid. If they don’t, electricity — not gasoline — could become the defining energy story of the AI era. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Contact [email protected] for any questions or corrections. |
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2026-07-25 16:32
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2026-07-25 03:57
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Aristotle Capital Management LLC Sells 1,153,022 Shares of Sony Corporation $SONY | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Aristotle Capital Management LLC decreased its position in shares of Sony Corporation (NYSE:SONY – Free Report) by 2.6% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 43,937,137 shares of the company’s stock after selling 1,153,022 shares during the period. Sony accounts for 1.9% of Aristotle Capital Management LLC’s holdings, making the stock its 18th biggest position. Aristotle Capital Management LLC owned 0.74% of Sony worth $909,500,000 at the end of the most recent quarter. Other institutional investors also recently bought and sold shares of the company. WCM Investment Management LLC boosted its stake in Sony by 337.6% in the 1st quarter. WCM Investment Management LLC now owns 1,949,592 shares of the company’s stock worth $38,836,000 after purchasing an additional 1,504,035 shares in the last quarter. Ferguson Wellman Capital Management Inc. purchased a new stake in shares of Sony during the first quarter valued at $23,933,000. Brighton Jones LLC grew its holdings in shares of Sony by 422.0% during the fourth quarter. Brighton Jones LLC now owns 19,908 shares of the company’s stock valued at $421,000 after buying an additional 16,094 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. increased its position in shares of Sony by 28.0% in the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 973,178 shares of the company’s stock valued at $24,913,000 after acquiring an additional 212,971 shares during the period. Finally, Y Intercept Hong Kong Ltd raised its stake in Sony by 338.7% in the 1st quarter. Y Intercept Hong Kong Ltd now owns 295,454 shares of the company’s stock worth $6,116,000 after acquiring an additional 228,108 shares during the last quarter. 14.05% of the stock is currently owned by institutional investors and hedge funds. Trending Headlines about Sony Here are the key news stories impacting Sony this week: Positive Sentiment: Sony Pictures reportedly secured or expanded distribution ties for new films including Ramayana and Los Hilos del Miedo, which could support future content revenue and reinforce Sony’s role in global film distribution. Ramayana Movie Lands at Sony Positive Sentiment: Sony is said to be reopening Hollywood’s Cinerama Dome and ArcLight Cinemas, a move that could boost theater operations and signal confidence in a rebound in moviegoing demand. Sony to reopen Hollywood’s Cinerama Dome and ArcLight Cinemas Positive Sentiment: Sony launched or highlighted a new FX5 cinema camera with 5K open-gate recording, internal RAW support, and AI features, reinforcing its premium imaging franchise and product pipeline. Sony’s new cinema camera offers 5K recording, built-in AI processing Positive Sentiment: Sony’s new high-end “The Collexion” headphones are getting favorable attention, and cheaper XM5 pricing may help stimulate demand in consumer audio. Sony’s ‘The Collexion’ Headphones Set New Standard for Audio Engineering and Sound Design Neutral Sentiment: Several reports about Sony’s cinema camera FX5 emphasized technical upgrades, but they are more of a product refresh than a clear near-term earnings catalyst. Sony FX5 Launches With a New Sensor Open Gate Recording and Internal RAW Support Negative Sentiment: One report warned that Sony’s push to end physical discs could hurt the $7.2 billion used-games market, raising concerns about pushback from gamers and the broader gaming ecosystem. Sony’s decision to end physical discs could destroy the $7.2 Billion second-hand games market, per analysis Insider Activity In other news, insider Toshimoto Mitomo sold 25,000 shares of the company’s stock in a transaction that occurred on Friday, July 3rd. The stock was sold at an average price of $21.02, for a total value of $525,500.00. Following the completion of the sale, the insider directly owned 115,700 shares in the company, valued at $2,432,014. This represents a 17.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Kenichiro Yoshida sold 400,000 shares of the stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $22.61, for a total value of $9,044,000.00. Following the completion of the sale, the director directly owned 661,615 shares of the company’s stock, valued at approximately $14,959,115.15. This represents a 37.68% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 771,838 shares of company stock valued at $16,866,580 in the last ninety days. 7.00% of the stock is currently owned by corporate insiders. Sony Stock Up 1.6% Shares of NYSE SONY opened at $21.01 on Friday. The firm has a market cap of $124.15 billion, a price-to-earnings ratio of -105.06, a price-to-earnings-growth ratio of 1.64 and a beta of 0.94. The company’s 50-day simple moving average is $21.14 and its 200-day simple moving average is $21.65. The company has a quick ratio of 0.94, a current ratio of 1.18 and a debt-to-equity ratio of 0.10. Sony Corporation has a 52-week low of $19.32 and a 52-week high of $30.34. Sony (NYSE:SONY – Get Free Report) last issued its quarterly earnings results on Friday, May 8th. The company reported $0.09 EPS for the quarter, missing the consensus estimate of $0.22 by ($0.13). Sony had a positive return on equity of 12.20% and a negative net margin of 2.61%.The firm had revenue of $19.15 billion for the quarter, compared to analysts’ expectations of $18.43 billion. During the same quarter in the previous year, the firm posted $32.86 earnings per share. The firm’s revenue for the quarter was up 8.3% compared to the same quarter last year. Equities analysts predict that Sony Corporation will post 1.28 EPS for the current fiscal year. Analysts Set New Price Targets A number of research analysts have recently weighed in on SONY shares. Weiss Ratings reissued a “sell (d+)” rating on shares of Sony in a report on Wednesday, May 20th. Benchmark reiterated a “buy” rating on shares of Sony in a research report on Monday, May 11th. Four research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $22.00. Read Our Latest Stock Report on SONY About Sony (Free Report) Sony Group Corporation (NYSE: SONY) is a Japanese multinational conglomerate headquartered in Minato, Tokyo. Founded in 1946 by Masaru Ibuka and Akio Morita, Sony has grown from an electronics maker into a diversified global company with operations spanning consumer electronics, entertainment, gaming, semiconductors and financial services. The company’s shares trade in Japan and its American Depositary Receipts trade on the New York Stock Exchange under the ticker SONY. Sony’s primary businesses include Electronics Products & Solutions, which covers televisions, audio equipment, digital cameras and professional broadcast systems; Game & Network Services, anchored by the PlayStation platform, consoles, software and online services; Music and Pictures, through Sony Music Entertainment and Sony Pictures Entertainment, producing, distributing and licensing recorded music, film and television content; Imaging & Sensing Solutions, which develops CMOS image sensors and other semiconductor components; and Financial Services, offering life insurance, banking and other financial products in Japan. Further Reading Five stocks we like better than Sony AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Sony Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Sony and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINETeledyne Technologies (NYSE:TDY) Price Target Raised to $640.00 at Barclays NEXT HEADLINE »General Dynamics Corporation $GD Shares Sold by Aristotle Capital Management LLC |
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2026-07-25 16:31
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2026-07-25 04:16
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Arrowstreet Capital Limited Partnership Reduces Position in Globe Life Inc. $GL | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Arrowstreet Capital Limited Partnership reduced its stake in shares of Globe Life Inc. (NYSE:GL – Free Report) by 2.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,402,976 shares of the company’s stock after selling 32,271 shares during the quarter. Arrowstreet Capital Limited Partnership owned approximately 1.81% of Globe Life worth $195,252,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors also recently made changes to their positions in the company. Compound Planning Inc. raised its holdings in Globe Life by 4.3% in the fourth quarter. Compound Planning Inc. now owns 1,968 shares of the company’s stock worth $275,000 after buying an additional 82 shares during the last quarter. Root Financial Partners LLC boosted its position in shares of Globe Life by 23.3% during the first quarter. Root Financial Partners LLC now owns 439 shares of the company’s stock valued at $61,000 after buying an additional 83 shares during the last quarter. Transcend Capital Advisors LLC boosted its stake in shares of Globe Life by 3.9% in the 4th quarter. Transcend Capital Advisors LLC now owns 2,265 shares of the company’s stock worth $317,000 after buying an additional 84 shares during the last quarter. Natural Investments LLC grew its holdings in shares of Globe Life by 2.6% in the fourth quarter. Natural Investments LLC now owns 3,452 shares of the company’s stock worth $482,000 after acquiring an additional 87 shares during the period. Finally, Parallel Advisors LLC grew its holdings in shares of Globe Life by 5.6% in the fourth quarter. Parallel Advisors LLC now owns 1,651 shares of the company’s stock worth $231,000 after acquiring an additional 87 shares during the period. Hedge funds and other institutional investors own 81.61% of the company’s stock. Globe Life News Summary Here are the key news stories impacting Globe Life this week: Positive Sentiment: Keefe, Bruyette & Woods trimmed its price target only modestly to $190 from $192 and kept an outperform rating, implying roughly 9% upside from recent levels. Benzinga article Positive Sentiment: TD Cowen also reiterated a bullish view, forecasting strong price appreciation for Globe Life (GL). American Banking News article Positive Sentiment: Management raised its 2026 net operating EPS guidance to $15.55-$15.95 and lifted share repurchases to $670 million-$700 million, signaling confidence in future earnings and capital returns. Seeking Alpha article Neutral Sentiment: Globe Life’s Q2 revenue came in roughly in line with expectations, and underwriting income remained strong, showing the core business is still performing acceptably despite some headwinds. Reuters article Negative Sentiment: Q2 earnings of $3.61 per share missed the consensus estimate of $3.67, and several reports pointed to softer sales and rising expenses as reasons for investor concern. MSN article Insider Activity In other news, CFO Thomas Peter Kalmbach sold 7,936 shares of the company’s stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $156.59, for a total value of $1,242,698.24. Following the transaction, the chief financial officer owned 50,496 shares of the company’s stock, valued at $7,907,168.64. This represents a 13.58% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Frank M. Svoboda sold 10,000 shares of the stock in a transaction on Friday, June 12th. The stock was sold at an average price of $166.68, for a total value of $1,666,800.00. Following the transaction, the chief executive officer owned 54,020 shares of the company’s stock, valued at approximately $9,004,053.60. This represents a 15.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 90,187 shares of company stock worth $14,299,874 in the last 90 days. 2.11% of the stock is owned by corporate insiders. Globe Life Stock Performance NYSE:GL opened at $173.64 on Friday. The company has a current ratio of 0.07, a quick ratio of 0.07 and a debt-to-equity ratio of 0.38. The company’s 50-day moving average price is $169.07 and its 200-day moving average price is $152.91. The company has a market cap of $13.48 billion, a P/E ratio of 11.53 and a beta of 0.47. Globe Life Inc. has a twelve month low of $127.85 and a twelve month high of $191.55. Globe Life (NYSE:GL – Get Free Report) last issued its earnings results on Wednesday, July 22nd. The company reported $3.61 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.67 by ($0.06). Globe Life had a return on equity of 20.73% and a net margin of 19.58%.The company had revenue of $1.60 billion during the quarter, compared to analyst estimates of $1.59 billion. During the same period last year, the business earned $3.05 earnings per share. The firm’s revenue was up 8.0% compared to the same quarter last year. Globe Life has set its FY 2026 guidance at 15.550-15.950 EPS. On average, sell-side analysts forecast that Globe Life Inc. will post 15.67 earnings per share for the current fiscal year. Globe Life Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be issued a dividend of $0.33 per share. The ex-dividend date is Monday, July 6th. This represents a $1.32 dividend on an annualized basis and a dividend yield of 0.8%. Globe Life’s dividend payout ratio (DPR) is currently 9.13%. Analysts Set New Price Targets A number of analysts have commented on GL shares. Morgan Stanley upped their price target on Globe Life from $181.00 to $208.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. Keefe, Bruyette & Woods decreased their target price on Globe Life from $192.00 to $190.00 and set an “outperform” rating on the stock in a research note on Friday. Jefferies Financial Group increased their price target on Globe Life from $147.00 to $166.00 and gave the company a “hold” rating in a research note on Friday, July 10th. Wells Fargo & Company raised their target price on shares of Globe Life from $172.00 to $193.00 and gave the stock an “overweight” rating in a report on Thursday, July 9th. Finally, JPMorgan Chase & Co. increased their price target on Globe Life from $181.00 to $201.00 and gave the stock an “overweight” rating in a research report on Tuesday. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Globe Life currently has an average rating of “Moderate Buy” and an average price target of $187.40. Check Out Our Latest Research Report on GL Globe Life Company Profile (Free Report) Globe Life, traded on the NYSE under the symbol GL, is a U.S.-based insurance holding company that underwrites and distributes a range of life and supplemental health insurance products. Through its subsidiary brands—Globe Life, American Income Life, Liberty National Life, United American Insurance Company and Family Heritage Life—it offers term life, whole life, fixed annuities and supplemental health coverage designed to meet the needs of individuals and families across various socioeconomic segments. The company’s product suite includes low-cost, easy-to-understand life insurance policies, accidental death and dismemberment coverage, hospital indemnity plans and specified disease insurance. Featured Stories Five stocks we like better than Globe Life AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Globe Life Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Globe Life and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEHubSpot (NYSE:HUBS) Price Target Cut to $217.00 by Analysts at Citigroup NEXT HEADLINE »Arrowstreet Capital Limited Partnership Has $185.55 Million Stake in Walmart Inc. $WMT |
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2026-07-25 16:31
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2026-07-25 04:10
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Moody’s Corporation $MCO Shares Sold by Bank of Nova Scotia | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Bank of Nova Scotia reduced its position in Moody’s Corporation (NYSE:MCO – Free Report) by 8.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 81,270 shares of the business services provider’s stock after selling 7,189 shares during the quarter. Bank of Nova Scotia’s holdings in Moody’s were worth $35,456,000 at the end of the most recent reporting period. Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Sivia Capital Partners LLC purchased a new stake in Moody’s in the second quarter valued at about $267,000. Federated Hermes Inc. raised its position in shares of Moody’s by 15.5% in the 2nd quarter. Federated Hermes Inc. now owns 10,916 shares of the business services provider’s stock valued at $5,475,000 after purchasing an additional 1,461 shares during the last quarter. NewEdge Advisors LLC raised its position in shares of Moody’s by 6.2% in the 2nd quarter. NewEdge Advisors LLC now owns 1,468 shares of the business services provider’s stock valued at $736,000 after purchasing an additional 86 shares during the last quarter. CIBC Asset Management Inc boosted its stake in Moody’s by 3.8% in the 2nd quarter. CIBC Asset Management Inc now owns 25,303 shares of the business services provider’s stock worth $12,692,000 after purchasing an additional 929 shares in the last quarter. Finally, Treasurer of the State of North Carolina grew its position in Moody’s by 0.4% during the 2nd quarter. Treasurer of the State of North Carolina now owns 72,615 shares of the business services provider’s stock worth $36,423,000 after purchasing an additional 280 shares during the last quarter. Hedge funds and other institutional investors own 92.11% of the company’s stock. Analyst Ratings Changes MCO has been the topic of a number of recent analyst reports. Wolfe Research restated an “outperform” rating and set a $535.00 price target on shares of Moody’s in a research note on Thursday, April 23rd. JPMorgan Chase & Co. boosted their price objective on shares of Moody’s from $530.00 to $600.00 and gave the company an “overweight” rating in a report on Monday, July 20th. UBS Group reissued a “neutral” rating and issued a $505.00 target price on shares of Moody’s in a research report on Thursday. BMO Capital Markets raised their target price on Moody’s from $489.00 to $515.00 and gave the stock a “market perform” rating in a research note on Tuesday, July 7th. Finally, Bank of America reiterated a “buy” rating and set a $565.00 price target on shares of Moody’s in a research note on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $553.11. Check Out Our Latest Stock Analysis on MCO Key Headlines Impacting Moody’s Here are the key news stories impacting Moody’s this week: Positive Sentiment: Moody’s latest quarterly report topped expectations, with strong revenue growth and raised guidance helping reinforce the company’s earnings momentum. Moodys Corp (MCO) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Raised Guidance Positive Sentiment: Clear Street reiterated its Buy rating on Moody’s, adding to the view that the company’s business remains fundamentally sound after earnings. Clear Street Sticks to Their Buy Rating for Moody’s (MCO) Positive Sentiment: Multiple commentary pieces highlighted Moody’s strong Q2 performance and reaffirmed bullish views, citing solid fundamentals and continued earnings strength. Moody’s Corporation: Strong Q2, I Reiterate My Buy Rating As Fundamentals Are Still Sound Neutral Sentiment: Moody’s also released its quarterly dividend announcement, which is supportive for income investors but not likely a major near-term stock catalyst. Moody’s Corporation dividend announcement Neutral Sentiment: Several articles focused on valuation, noting that Moody’s may look expensive relative to fair value despite the earnings beat, which could temper upside. Moody’s (MCO) Stock Looks Expensive Relative To Fair Value Negative Sentiment: Investor attention is also on broader concerns about valuation after the earnings beat, with some coverage suggesting the stock’s premium pricing may limit further gains. Moody’s (MCO) Earnings Beat Puts Valuation Back In Focus Insiders Place Their Bets In other news, CEO Robert Fauber sold 1,467 shares of the company’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $453.67, for a total transaction of $665,533.89. Following the completion of the sale, the chief executive officer owned 52,564 shares of the company’s stock, valued at $23,846,709.88. This represents a 2.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Richard G. Steele sold 158 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $453.67, for a total transaction of $71,679.86. Following the completion of the transaction, the senior vice president directly owned 1,985 shares in the company, valued at approximately $900,534.95. This represents a 7.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 3,250 shares of company stock valued at $1,495,098 in the last ninety days. Insiders own 0.14% of the company’s stock. Moody’s Price Performance Shares of Moody’s stock opened at $471.30 on Friday. The stock has a market capitalization of $82.34 billion, a P/E ratio of 29.89, a PEG ratio of 2.41 and a beta of 1.34. The business has a 50 day simple moving average of $465.04 and a two-hundred day simple moving average of $464.80. Moody’s Corporation has a 12 month low of $402.28 and a 12 month high of $546.88. The company has a debt-to-equity ratio of 2.01, a current ratio of 1.19 and a quick ratio of 1.16. Moody’s (NYSE:MCO – Get Free Report) last issued its quarterly earnings results on Wednesday, July 22nd. The business services provider reported $4.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.26 by $0.42. Moody’s had a return on equity of 80.35% and a net margin of 34.25%.The firm had revenue of $2.19 billion for the quarter, compared to analyst estimates of $2.09 billion. During the same period in the previous year, the company posted $3.56 earnings per share. The business’s revenue was up 15.1% on a year-over-year basis. Moody’s has set its FY 2026 guidance at 16.500-17.000 EPS. As a group, analysts predict that Moody’s Corporation will post 16.8 EPS for the current fiscal year. Moody’s Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Friday, August 14th will be paid a dividend of $1.03 per share. This represents a $4.12 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Friday, August 14th. Moody’s’s payout ratio is 29.53%. About Moody’s (Free Report) Moody’s Corporation is a global provider of credit ratings, research, data and analytics that support financial decision-making and transparency in capital markets. The company traces its origins to the early 20th century when financial analyst John Moody began publishing credit information; today Moody’s is headquartered in New York and serves a broad set of market participants including investors, issuers, financial institutions, corporations, governments and regulators. Moody’s operates primarily through two complementary businesses. Read More Five stocks we like better than Moody’s AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding MCO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Moody’s Corporation (NYSE:MCO – Free Report). Receive News & Ratings for Moody's Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Moody's and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEFifth Third Bancorp Purchases 2,082 Shares of NewMarket Corporation $NEU NEXT HEADLINE »Fifth Third Bancorp Buys 55,638 Shares of Adeia Inc. $ADEA |
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2026-07-25 16:30
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2026-07-25 03:59
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Beaconlight Capital LLC Buys Shares of 7,195 CF Industries Holdings, Inc. $CF | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Beaconlight Capital LLC purchased a new position in shares of CF Industries Holdings, Inc. (NYSE:CF – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 7,195 shares of the basic materials company’s stock, valued at approximately $934,000. Other hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new position in CF Industries during the fourth quarter worth about $193,657,000. Dimensional Fund Advisors LP increased its position in CF Industries by 37.6% during the 4th quarter. Dimensional Fund Advisors LP now owns 4,312,225 shares of the basic materials company’s stock worth $333,501,000 after purchasing an additional 1,178,516 shares during the period. Worldquant Millennium Advisors LLC acquired a new position in CF Industries during the 2nd quarter worth approximately $96,560,000. Arrowstreet Capital Limited Partnership raised its stake in shares of CF Industries by 203.7% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,088,286 shares of the basic materials company’s stock worth $141,303,000 after buying an additional 729,921 shares in the last quarter. Finally, Caisse de depot et placement du Quebec lifted its holdings in shares of CF Industries by 52.4% in the 3rd quarter. Caisse de depot et placement du Quebec now owns 1,775,106 shares of the basic materials company’s stock valued at $159,227,000 after buying an additional 610,259 shares during the period. 93.06% of the stock is owned by institutional investors and hedge funds. CF Industries Stock Performance CF Industries stock opened at $125.20 on Friday. The stock has a fifty day moving average price of $114.25 and a 200 day moving average price of $110.94. CF Industries Holdings, Inc. has a 52 week low of $75.42 and a 52 week high of $141.96. The firm has a market capitalization of $19.23 billion, a P/E ratio of 11.25 and a beta of 0.40. The company has a current ratio of 3.54, a quick ratio of 3.15 and a debt-to-equity ratio of 0.39. CF Industries Increases Dividend The company also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Friday, August 14th will be issued a dividend of $0.60 per share. This represents a $2.40 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Friday, August 14th. This is an increase from CF Industries’s previous quarterly dividend of $0.50. CF Industries’s dividend payout ratio (DPR) is presently 17.97%. Analysts Set New Price Targets CF has been the topic of a number of analyst reports. BNP Paribas Exane decreased their price target on CF Industries from $140.00 to $120.00 and set a “neutral” rating on the stock in a research note on Monday, June 15th. Weiss Ratings restated a “buy (b)” rating on shares of CF Industries in a research report on Monday, June 29th. JPMorgan Chase & Co. upped their price target on shares of CF Industries from $94.00 to $115.00 and gave the stock a “neutral” rating in a research note on Wednesday, June 3rd. Freedom Capital upgraded shares of CF Industries from a “hold” rating to a “strong-buy” rating in a report on Monday, May 18th. Finally, UBS Group reduced their price objective on shares of CF Industries from $140.00 to $130.00 in a research note on Friday, May 8th. Two equities research analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $116.69. Check Out Our Latest Stock Report on CF Industries About CF Industries (Free Report) CF Industries Holdings, Inc is a leading global manufacturer of hydrogen and nitrogen products for agricultural and industrial customers. The company specializes in the production of ammonia, granular urea, urea ammonium nitrate (UAN), nitric acid and ammonium nitrate, which serve as key inputs for fertilizer blends, industrial chemicals and other downstream applications. Headquartered in Deerfield, Illinois, CF Industries operates production facilities and distribution terminals across North America and the United Kingdom. See Also Five stocks we like better than CF Industries AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding CF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CF Industries Holdings, Inc. (NYSE:CF – Free Report). Receive News & Ratings for CF Industries Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for CF Industries and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEBank of Nova Scotia Cuts Stock Position in Royal Caribbean Cruises Ltd. $RCL NEXT HEADLINE »Bank of Nova Scotia Sells 45,310 Shares of Pan American Silver Corp. $PAAS |
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Bank of Nova Scotia Boosts Stake in American International Group, Inc. $AIG | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Bank of Nova Scotia boosted its position in American International Group, Inc. (NYSE:AIG – Free Report) by 494.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 507,662 shares of the insurance provider’s stock after purchasing an additional 422,214 shares during the quarter. Bank of Nova Scotia owned approximately 0.10% of American International Group worth $38,202,000 at the end of the most recent quarter. Several other large investors have also recently made changes to their positions in AIG. Norges Bank bought a new position in shares of American International Group in the fourth quarter worth approximately $636,782,000. Price T Rowe Associates Inc. MD increased its position in shares of American International Group by 39.8% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 16,371,853 shares of the insurance provider’s stock valued at $1,400,613,000 after purchasing an additional 4,661,246 shares during the last quarter. Franklin Resources Inc. raised its position in American International Group by 36.9% in the fourth quarter. Franklin Resources Inc. now owns 15,618,321 shares of the insurance provider’s stock worth $1,336,147,000 after acquiring an additional 4,210,363 shares during the period. Hotchkis & Wiley Capital Management LLC raised its holdings in American International Group by 22.0% in the 3rd quarter. Hotchkis & Wiley Capital Management LLC now owns 10,256,290 shares of the insurance provider’s stock worth $805,529,000 after purchasing an additional 1,846,979 shares during the period. Finally, Viking Global Investors LP purchased a new position in shares of American International Group during the 2nd quarter valued at about $155,413,000. 90.60% of the stock is currently owned by hedge funds and other institutional investors. American International Group Stock Up 1.2% Shares of NYSE:AIG opened at $79.09 on Friday. The company has a market cap of $41.93 billion, a price-to-earnings ratio of 13.95, a PEG ratio of 0.72 and a beta of 0.53. American International Group, Inc. has a 12 month low of $71.25 and a 12 month high of $87.29. The company has a current ratio of 0.65, a quick ratio of 0.65 and a debt-to-equity ratio of 0.23. The company has a 50-day moving average price of $76.74 and a 200 day moving average price of $76.49. American International Group (NYSE:AIG – Get Free Report) last issued its quarterly earnings data on Friday, May 1st. The insurance provider reported $2.11 earnings per share for the quarter, topping the consensus estimate of $1.89 by $0.22. American International Group had a return on equity of 10.93% and a net margin of 11.86%.The company had revenue of $6.65 billion for the quarter, compared to analysts’ expectations of $7.03 billion. During the same period in the previous year, the firm posted $1.17 earnings per share. As a group, equities research analysts predict that American International Group, Inc. will post 7.97 earnings per share for the current year. American International Group Increases Dividend The business also recently announced a quarterly dividend, which was paid on Monday, June 29th. Stockholders of record on Monday, June 15th were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $2.00 annualized dividend and a dividend yield of 2.5%. This is an increase from American International Group’s previous quarterly dividend of $0.45. American International Group’s dividend payout ratio is presently 35.27%. Analyst Upgrades and Downgrades A number of analysts have recently issued reports on AIG shares. Piper Sandler reissued a “neutral” rating and issued a $80.00 price objective (down from $88.00) on shares of American International Group in a research note on Wednesday, July 15th. Weiss Ratings upgraded American International Group from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, July 2nd. Wells Fargo & Company lifted their target price on American International Group from $85.00 to $89.00 and gave the company an “equal weight” rating in a research note on Thursday, July 9th. Mizuho upped their price target on American International Group from $86.00 to $89.00 and gave the stock a “neutral” rating in a research note on Thursday, July 9th. Finally, Citigroup increased their price objective on shares of American International Group from $85.00 to $88.00 and gave the company a “neutral” rating in a report on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and twelve have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $88.22. Get Our Latest Stock Report on AIG American International Group Company Profile (Free Report) American International Group, Inc (AIG) is a global insurance holding company that provides a broad range of property-casualty insurance, specialty insurance, and risk management solutions to institutional, commercial and individual customers. Through its operating subsidiaries, AIG underwrites commercial and personal lines products—ranging from general liability, property, and casualty coverages to specialty lines such as professional liability, surety, cyber and marine—along with related services designed to help clients manage and transfer risk. The company also has a long history in life insurance, retirement solutions and asset management through businesses that have been restructured or separated over time. See Also Five stocks we like better than American International Group AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding AIG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for American International Group, Inc. (NYSE:AIG – Free Report). Receive News & Ratings for American International Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for American International Group and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEABN Amro Investment Solutions Lowers Holdings in Crown Castle Inc. $CCI NEXT HEADLINE »Bank of Nova Scotia Sells 3,275 Shares of Danaher Corporation $DHR |
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2026-07-25 04:05
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Bank of Nova Scotia Sells 50,416 Shares of Bristol Myers Squibb Company $BMY | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Bank of Nova Scotia decreased its stake in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 6.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 752,756 shares of the biopharmaceutical company’s stock after selling 50,416 shares during the quarter. Bank of Nova Scotia’s holdings in Bristol Myers Squibb were worth $45,655,000 as of its most recent SEC filing. A number of other hedge funds have also added to or reduced their stakes in the stock. Swiss RE Ltd. purchased a new stake in Bristol Myers Squibb in the fourth quarter worth about $25,000. Physician Wealth Advisors Inc. raised its holdings in shares of Bristol Myers Squibb by 73.5% in the 4th quarter. Physician Wealth Advisors Inc. now owns 477 shares of the biopharmaceutical company’s stock valued at $26,000 after purchasing an additional 202 shares in the last quarter. Darwin Wealth Management LLC bought a new stake in shares of Bristol Myers Squibb in the 2nd quarter valued at about $25,000. Bayban purchased a new stake in shares of Bristol Myers Squibb in the 4th quarter worth approximately $31,000. Finally, EQ Wealth Advisors LLC bought a new position in shares of Bristol Myers Squibb during the fourth quarter valued at approximately $32,000. 76.41% of the stock is currently owned by institutional investors. Bristol Myers Squibb Stock Up 0.9% BMY stock opened at $62.05 on Friday. The company has a debt-to-equity ratio of 2.10, a current ratio of 1.42 and a quick ratio of 1.28. The firm’s fifty day simple moving average is $57.49 and its 200-day simple moving average is $58.03. Bristol Myers Squibb Company has a 12 month low of $42.52 and a 12 month high of $62.89. The company has a market capitalization of $126.70 billion, a P/E ratio of 17.43, a price-to-earnings-growth ratio of 0.18 and a beta of 0.23. Bristol Myers Squibb (NYSE:BMY – Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share for the quarter, topping the consensus estimate of $1.42 by $0.16. Bristol Myers Squibb had a return on equity of 64.87% and a net margin of 15.01%.The company had revenue of $11.49 billion for the quarter, compared to the consensus estimate of $10.93 billion. During the same period last year, the firm earned $1.80 EPS. The firm’s revenue for the quarter was up 2.6% compared to the same quarter last year. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, equities research analysts forecast that Bristol Myers Squibb Company will post 6.34 earnings per share for the current year. Bristol Myers Squibb Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Thursday, July 2nd will be given a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 4.1%. The ex-dividend date is Thursday, July 2nd. Bristol Myers Squibb’s dividend payout ratio is currently 70.79%. Key Headlines Impacting Bristol Myers Squibb Here are the key news stories impacting Bristol Myers Squibb this week: Positive Sentiment: Bristol Myers Squibb announced progress on a new lung cancer combination therapy, advancing the program into Phase 2. That suggests continued pipeline momentum and gives investors another potential long-term growth catalyst. Article Title Positive Sentiment: The company also expanded its pipeline with a first-in-human trial for BMS-986533, reinforcing the view that Bristol Myers is still investing in new drug candidates beyond its current blockbuster portfolio. Article Title Neutral Sentiment: Multiple previews ahead of Bristol Myers Squibb’s upcoming earnings report point to Wall Street expecting earnings growth and a possible beat, which may be supporting shares ahead of the release. Article Title Neutral Sentiment: An analyst note on Bristol Myers Squibb was published, but the headline indicates general commentary rather than a major new thesis change, so the market impact appears limited. Article Title Negative Sentiment: Broader healthcare commentary flagged some names to avoid, but Bristol Myers Squibb was not singled out; still, it reflects a mixed sentiment backdrop for the sector rather than a company-specific setback. Article Title Wall Street Analyst Weigh In A number of research analysts have recently issued reports on the company. Guggenheim reiterated a “buy” rating and issued a $72.00 price target on shares of Bristol Myers Squibb in a report on Wednesday, April 8th. Bank of America dropped their price objective on Bristol Myers Squibb from $67.00 to $66.00 and set a “buy” rating on the stock in a research report on Friday, July 10th. Cantor Fitzgerald reiterated a “neutral” rating and issued a $54.00 target price on shares of Bristol Myers Squibb in a research note on Monday, July 6th. Citigroup reissued a “neutral” rating on shares of Bristol Myers Squibb in a research report on Friday, May 1st. Finally, Wall Street Zen upgraded shares of Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a report on Saturday, June 27th. Eight research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $61.25. Read Our Latest Analysis on BMY About Bristol Myers Squibb (Free Report) Bristol Myers Squibb is a global biopharmaceutical company headquartered in Princeton, New Jersey, focused on discovering, developing and delivering medicines for serious diseases. The company’s core activities include research and development, clinical development, manufacturing and commercialization of prescription pharmaceuticals across multiple therapeutic areas. BMS concentrates on advancing therapies in oncology, hematology, immunology, cardiovascular disease and specialty areas through both small molecules and biologics. BMS’s marketed portfolio and late‑stage pipeline reflect a strong emphasis on cancer and immune‑mediated conditions. Further Reading Five stocks we like better than Bristol Myers Squibb AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding BMY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Bristol Myers Squibb Company (NYSE:BMY – Free Report). Receive News & Ratings for Bristol Myers Squibb Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Bristol Myers Squibb and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINECitigroup Issues Positive Forecast for United Rentals (NYSE:URI) Stock Price NEXT HEADLINE »Fifth Third Bancorp Raises Holdings in Liberty Media Corporation – Liberty Formula One Series C $FWONK |
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2026-07-25 04:09
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Bank of Nova Scotia Sells 3,275 Shares of Danaher Corporation $DHR | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Bank of Nova Scotia lessened its stake in shares of Danaher Corporation (NYSE:DHR – Free Report) by 1.6% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 202,353 shares of the conglomerate’s stock after selling 3,275 shares during the period. Bank of Nova Scotia’s holdings in Danaher were worth $38,366,000 as of its most recent SEC filing. Other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank bought a new position in shares of Danaher in the fourth quarter worth about $2,177,106,000. Viking Global Investors LP grew its holdings in Danaher by 543.9% during the 2nd quarter. Viking Global Investors LP now owns 2,907,515 shares of the conglomerate’s stock valued at $574,351,000 after buying an additional 2,455,994 shares in the last quarter. Massachusetts Financial Services Co. MA raised its position in shares of Danaher by 104.7% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,333,056 shares of the conglomerate’s stock valued at $991,923,000 after buying an additional 2,216,789 shares during the last quarter. Wellington Management Group LLP raised its position in shares of Danaher by 11.2% during the fourth quarter. Wellington Management Group LLP now owns 15,076,796 shares of the conglomerate’s stock valued at $3,451,380,000 after buying an additional 1,517,904 shares during the last quarter. Finally, Capital International Investors lifted its holdings in shares of Danaher by 8.9% in the fourth quarter. Capital International Investors now owns 18,246,008 shares of the conglomerate’s stock worth $4,177,386,000 after buying an additional 1,487,768 shares in the last quarter. Hedge funds and other institutional investors own 79.05% of the company’s stock. Danaher Stock Down 0.3% NYSE DHR opened at $191.87 on Friday. The company has a quick ratio of 1.52, a current ratio of 1.65 and a debt-to-equity ratio of 0.48. Danaher Corporation has a 52 week low of $160.93 and a 52 week high of $242.80. The firm has a market capitalization of $134.88 billion, a price-to-earnings ratio of 34.08, a PEG ratio of 2.40 and a beta of 0.79. The company has a fifty day moving average of $185.64 and a two-hundred day moving average of $197.04. Danaher (NYSE:DHR – Get Free Report) last released its earnings results on Tuesday, July 21st. The conglomerate reported $1.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.85 by $0.09. Danaher had a net margin of 15.95% and a return on equity of 11.04%. The firm had revenue of $6.26 billion during the quarter, compared to analyst estimates of $6.12 billion. During the same quarter last year, the business earned $0.77 EPS. The business’s revenue was up 5.5% on a year-over-year basis. On average, analysts predict that Danaher Corporation will post 8.53 earnings per share for the current year. Danaher Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Friday, June 26th will be paid a $0.40 dividend. The ex-dividend date of this dividend is Friday, June 26th. This represents a $1.60 annualized dividend and a yield of 0.8%. Danaher’s dividend payout ratio (DPR) is presently 28.42%. Key Headlines Impacting Danaher Here are the key news stories impacting Danaher this week: Positive Sentiment: J.P. Morgan reiterated a Buy rating on Danaher, which may help support investor confidence after the post-earnings pullback. J.P. Morgan Keeps Their Buy Rating on Danaher (DHR) Positive Sentiment: Several articles argue Danaher’s recent slump looks like an overreaction and could be a buying opportunity, suggesting the stock may recover if investors refocus on its long-term fundamentals. Here’s Why the Slump in Danaher Stock This Week Looks Like a Buying Opportunity Positive Sentiment: Danaher’s quarterly results beat estimates, with EPS of $1.94 versus $1.85 expected and revenue of $6.27 billion above forecasts, which supports the case that core business performance remains solid. The ‘Standout Performance’ That Could Save Thermo Fisher, Danaher And Others Neutral Sentiment: Billionaire investor Dan Loeb reduced his Danaher stake in Q1 2026, adding to sentiment pressure around life sciences tools stocks, though it does not change Danaher’s operating results. Billionaire Investor Dumps Thermo Fisher, Cuts Danaher As He Pares Life Sciences Tools Bets Neutral Sentiment: Danaher saw unusually heavy put option activity, signaling traders are hedging against more downside in the near term. Don’t Quit on Danaher Stock After Horrific Earnings Reaction Analysts Set New Price Targets Several equities analysts recently weighed in on the stock. Argus reduced their price target on shares of Danaher from $265.00 to $230.00 and set a “buy” rating on the stock in a report on Friday, April 24th. Wells Fargo & Company cut their price objective on Danaher from $212.00 to $195.00 and set an “equal weight” rating for the company in a research report on Wednesday. The Goldman Sachs Group reduced their target price on Danaher from $265.00 to $230.00 and set a “buy” rating on the stock in a report on Monday, April 13th. Robert W. Baird dropped their price target on Danaher from $251.00 to $249.00 and set an “outperform” rating for the company in a research note on Friday, April 17th. Finally, DZ Bank initiated coverage on Danaher in a report on Wednesday, June 3rd. They set a “buy” rating and a $210.00 price target for the company. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Danaher currently has a consensus rating of “Moderate Buy” and a consensus target price of $228.91. Get Our Latest Report on Danaher Danaher Company Profile (Free Report) Danaher Corporation (NYSE: DHR) is a global science and technology company that designs, manufactures and markets products and services for the life sciences, diagnostics, and environmental and applied markets. The company organizes its operations into business segments focused on Life Sciences, Diagnostics, and Environmental & Applied Solutions, supplying instruments, reagents, software and related services that support research, clinical testing, biopharmaceutical development, and industrial and environmental monitoring. Products and services in Danaher’s portfolio include analytical and diagnostic instruments, laboratory consumables and reagents, digital and software solutions for workflow and data management, field and industrial monitoring equipment, and service and maintenance programs. See Also Five stocks we like better than Danaher AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding DHR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Danaher Corporation (NYSE:DHR – Free Report). Receive News & Ratings for Danaher Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Danaher and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEBank of Nova Scotia Boosts Stake in American International Group, Inc. $AIG NEXT HEADLINE »Bank of Nova Scotia Has $35.59 Million Stake in Rubrik, Inc. $RBRK |
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2026-07-25 06:51
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Bollard Group LLC Increases Stake in Union Pacific Corporation $UNP | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Bollard Group LLC boosted its stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 12.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 26,079 shares of the railroad operator’s stock after purchasing an additional 2,927 shares during the period. Bollard Group LLC’s holdings in Union Pacific were worth $6,327,000 at the end of the most recent reporting period. Other hedge funds have also bought and sold shares of the company. Tucker Asset Management LLC acquired a new stake in shares of Union Pacific during the fourth quarter worth $25,000. SWAN Capital LLC raised its stake in Union Pacific by 2,575.0% in the 4th quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock worth $25,000 after acquiring an additional 103 shares during the last quarter. Rachor Investment Advisory Services LLC acquired a new stake in Union Pacific during the 4th quarter worth about $25,000. High Point Wealth Management LLC acquired a new stake in Union Pacific during the 4th quarter worth about $26,000. Finally, Scarborough Advisors LLC purchased a new stake in Union Pacific during the 1st quarter valued at about $27,000. Institutional investors and hedge funds own 80.38% of the company’s stock. Analyst Ratings Changes Several brokerages have recently issued reports on UNP. Citizens Jmp began coverage on Union Pacific in a research note on Wednesday, July 15th. They issued an “outperform” rating and a $350.00 price objective for the company. Wells Fargo & Company reiterated an “overweight” rating and issued a $335.00 target price (up from $315.00) on shares of Union Pacific in a research report on Friday. The Goldman Sachs Group set a $317.00 price target on shares of Union Pacific and gave the stock a “neutral” rating in a research report on Thursday. JPMorgan Chase & Co. lifted their price objective on shares of Union Pacific from $304.00 to $334.00 and gave the company a “neutral” rating in a research note on Friday. Finally, Raymond James Financial reaffirmed a “strong-buy” rating on shares of Union Pacific in a report on Monday, July 13th. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $319.16. Check Out Our Latest Report on Union Pacific Insiders Place Their Bets In other Union Pacific news, EVP Eric J. Gehringer sold 2,991 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total transaction of $789,504.36. Following the transaction, the executive vice president owned 43,012 shares of the company’s stock, valued at approximately $11,353,447.52. This trade represents a 6.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.22% of the stock is currently owned by company insiders. Key Headlines Impacting Union Pacific Here are the key news stories impacting Union Pacific this week: Positive Sentiment: Union Pacific reported better-than-expected Q2 results, with adjusted EPS of $3.41 and revenue of $6.86 billion, both ahead of Wall Street estimates, reinforcing confidence in operating momentum and pricing power. Positive Sentiment: Analysts turned more constructive after the earnings beat, with Citigroup, JPMorgan, Benchmark, and Bank of America all raising price targets, suggesting expectations for further upside in the stock. Positive Sentiment: Union Pacific and Canadian National reached a binding access agreement tied to the proposed Norfolk Southern merger, easing competition concerns and improving the odds of regulatory approval while also giving UNP better Chicago routing efficiency and expanded corridor access. Article Title Neutral Sentiment: The broader news flow also highlighted that the merger and access agreement may reshape North American rail traffic patterns, but the deal still depends on Surface Transportation Board approval and final closing. Neutral Sentiment: Several articles noted Union Pacific’s record freight revenue and improved efficiency, which supports the bullish case but is already partly reflected in the recent rally. Union Pacific Stock Performance NYSE:UNP opened at $307.54 on Friday. The company has a debt-to-equity ratio of 1.40, a current ratio of 0.99 and a quick ratio of 0.73. The firm has a market capitalization of $182.59 billion, a price-to-earnings ratio of 24.90, a PEG ratio of 3.18 and a beta of 0.96. The company’s 50-day moving average is $275.12 and its two-hundred day moving average is $258.32. Union Pacific Corporation has a 1-year low of $210.84 and a 1-year high of $315.99. Union Pacific (NYSE:UNP – Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share for the quarter, topping analysts’ consensus estimates of $3.26 by $0.15. The firm had revenue of $6.86 billion during the quarter, compared to analysts’ expectations of $6.72 billion. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. The firm’s quarterly revenue was up 11.5% on a year-over-year basis. During the same quarter last year, the company posted $3.03 EPS. Analysts forecast that Union Pacific Corporation will post 12.64 EPS for the current year. Union Pacific Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 29th were given a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Friday, May 29th. Union Pacific’s dividend payout ratio (DPR) is 45.47%. Union Pacific Company Profile (Free Report) Union Pacific Corporation (NYSE: UNP) is one of the largest freight railroad companies in the United States. Its principal operating subsidiary, Union Pacific Railroad, has roots that trace back to the Pacific Railway Act of 1862 and the construction of the first transcontinental rail link completed in 1869. The company is headquartered in Omaha, Nebraska, and operates as a holding company for rail transportation and related services. Union Pacific’s core business is the movement of freight by rail across an extensive rail network serving the western two‑thirds of the United States. See Also Five stocks we like better than Union Pacific AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Union Pacific Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Union Pacific and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEBaader Bank Aktiengesellschaft Cuts Stock Position in Broadcom Inc. $AVGO NEXT HEADLINE »Bank of Nova Scotia Increases Holdings in Union Pacific Corporation $UNP |
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Bank of Nova Scotia Increases Holdings in Union Pacific Corporation $UNP | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Bank of Nova Scotia increased its stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 19.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 284,453 shares of the railroad operator’s stock after acquiring an additional 45,813 shares during the quarter. Bank of Nova Scotia’s holdings in Union Pacific were worth $69,014,000 at the end of the most recent quarter. Several other large investors have also modified their holdings of UNP. Rachor Investment Advisory Services LLC purchased a new stake in Union Pacific in the 4th quarter valued at approximately $25,000. Tucker Asset Management LLC acquired a new stake in Union Pacific in the fourth quarter valued at $25,000. SWAN Capital LLC increased its position in shares of Union Pacific by 2,575.0% in the fourth quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock valued at $25,000 after buying an additional 103 shares in the last quarter. High Point Wealth Management LLC purchased a new position in shares of Union Pacific in the fourth quarter valued at $26,000. Finally, Cornerstone Financial Management LLC acquired a new position in shares of Union Pacific during the 4th quarter worth $27,000. 80.38% of the stock is owned by institutional investors and hedge funds. Key Stories Impacting Union Pacific Here are the key news stories impacting Union Pacific this week: Positive Sentiment: Union Pacific reported better-than-expected Q2 results, with adjusted EPS of $3.41 and revenue of $6.86 billion, both ahead of Wall Street estimates, reinforcing confidence in operating momentum and pricing power. Positive Sentiment: Analysts turned more constructive after the earnings beat, with Citigroup, JPMorgan, Benchmark, and Bank of America all raising price targets, suggesting expectations for further upside in the stock. Positive Sentiment: Union Pacific and Canadian National reached a binding access agreement tied to the proposed Norfolk Southern merger, easing competition concerns and improving the odds of regulatory approval while also giving UNP better Chicago routing efficiency and expanded corridor access. Article Title Neutral Sentiment: The broader news flow also highlighted that the merger and access agreement may reshape North American rail traffic patterns, but the deal still depends on Surface Transportation Board approval and final closing. Neutral Sentiment: Several articles noted Union Pacific’s record freight revenue and improved efficiency, which supports the bullish case but is already partly reflected in the recent rally. Union Pacific Stock Up 1.1% Union Pacific stock opened at $307.54 on Friday. The firm has a market cap of $182.59 billion, a price-to-earnings ratio of 24.90, a P/E/G ratio of 3.18 and a beta of 0.96. The firm has a fifty day moving average price of $275.12 and a two-hundred day moving average price of $258.32. The company has a debt-to-equity ratio of 1.40, a current ratio of 0.99 and a quick ratio of 0.73. Union Pacific Corporation has a fifty-two week low of $210.84 and a fifty-two week high of $315.99. Union Pacific (NYSE:UNP – Get Free Report) last announced its quarterly earnings data on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.26 by $0.15. The business had revenue of $6.86 billion for the quarter, compared to the consensus estimate of $6.72 billion. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. Union Pacific’s quarterly revenue was up 11.5% on a year-over-year basis. During the same quarter last year, the company posted $3.03 earnings per share. As a group, analysts forecast that Union Pacific Corporation will post 12.64 earnings per share for the current year. Union Pacific Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 29th were issued a $1.38 dividend. This represents a $5.52 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend was Friday, May 29th. Union Pacific’s payout ratio is 45.47%. Insider Buying and Selling at Union Pacific In related news, EVP Eric J. Gehringer sold 2,991 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total value of $789,504.36. Following the sale, the executive vice president owned 43,012 shares of the company’s stock, valued at $11,353,447.52. The trade was a 6.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Company insiders own 0.22% of the company’s stock. Analyst Upgrades and Downgrades UNP has been the subject of a number of analyst reports. Citizens Jmp initiated coverage on Union Pacific in a report on Wednesday, July 15th. They issued an “outperform” rating and a $350.00 price target for the company. Susquehanna boosted their price objective on shares of Union Pacific from $305.00 to $333.00 and gave the stock a “positive” rating in a research note on Tuesday, July 14th. JPMorgan Chase & Co. boosted their price target on Union Pacific from $304.00 to $334.00 and gave the stock a “neutral” rating in a research report on Friday. Royal Bank Of Canada restated an “outperform” rating and set a $339.00 target price (up from $289.00) on shares of Union Pacific in a research note on Friday. Finally, Weiss Ratings lowered Union Pacific from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 23rd. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, Union Pacific presently has an average rating of “Moderate Buy” and an average price target of $319.16. Get Our Latest Report on Union Pacific Union Pacific Profile (Free Report) Union Pacific Corporation (NYSE: UNP) is one of the largest freight railroad companies in the United States. Its principal operating subsidiary, Union Pacific Railroad, has roots that trace back to the Pacific Railway Act of 1862 and the construction of the first transcontinental rail link completed in 1869. The company is headquartered in Omaha, Nebraska, and operates as a holding company for rail transportation and related services. Union Pacific’s core business is the movement of freight by rail across an extensive rail network serving the western two‑thirds of the United States. Featured Articles Five stocks we like better than Union Pacific AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding UNP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Union Pacific Corporation (NYSE:UNP – Free Report). Receive News & Ratings for Union Pacific Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Union Pacific and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEBollard Group LLC Increases Stake in Union Pacific Corporation $UNP NEXT HEADLINE »Bank of Nova Scotia Purchases 51,810 Shares of Waste Connections, Inc. $WCN |
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Bank of Nova Scotia Cuts Holdings in RTX Corporation $RTX | FMP Stock News | |
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Bank of Nova Scotia cut its holdings in RTX Corporation (NYSE: RTX) by 29.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 304,987 shares of the company's stock after selling 129,851 shares during the quarter. |
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Bollard Group LLC Buys 2,419 Shares of RTX Corporation $RTX | FMP Stock News | |
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Bollard Group LLC boosted its position in RTX Corporation (NYSE: RTX) by 10.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 26,451 shares of the company's stock after acquiring an additional 2,419 shares during the quarter. Bollard |
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Morgan Stanley $MS Shares Bought by Bollard Group LLC | FMP Stock News | |
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Bollard Group LLC boosted its stake in shares of Morgan Stanley (NYSE: MS) by 14.0% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 247,477 shares of the financial services provider's stock after buying an additional 30,360 |
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Arrowstreet Capital Limited Partnership Has $166.31 Million Stock Position in Lockheed Martin Corporation $LMT | FMP Stock News | |
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Arrowstreet Capital Limited Partnership boosted its holdings in shares of Lockheed Martin Corporation (NYSE: LMT) by 264.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 275,178 shares of the aerospace company's stock after buying an additional 199,667 |
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Andra AP fonden Acquires 323,393 Shares of Broadcom Inc. $AVGO | FMP Stock News | |
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Andra AP fonden grew its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 99.1% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 649,700 shares of the semiconductor manufacturer’s stock after purchasing an additional 323,393 shares during the period. Broadcom makes up about 2.5% of Andra AP fonden’s holdings, making the stock its 7th largest position. Andra AP fonden’s holdings in Broadcom were worth $201,089,000 as of its most recent filing with the SEC.A number of other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its stake in shares of Broadcom by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 482,707,302 shares of the semiconductor manufacturer’s stock worth $167,064,997,000 after buying an additional 3,919,715 shares during the last quarter. State Street Corp grew its stake in Broadcom by 2.7% in the 4th quarter. State Street Corp now owns 190,084,351 shares of the semiconductor manufacturer’s stock valued at $65,788,194,000 after acquiring an additional 5,040,801 shares during the last quarter. Geode Capital Management LLC increased its holdings in Broadcom by 1.4% during the 4th quarter. Geode Capital Management LLC now owns 111,277,280 shares of the semiconductor manufacturer’s stock valued at $38,396,634,000 after acquiring an additional 1,548,699 shares in the last quarter. Price T Rowe Associates Inc. MD raised its position in Broadcom by 3.0% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 85,546,083 shares of the semiconductor manufacturer’s stock worth $29,607,500,000 after acquiring an additional 2,491,644 shares during the last quarter. Finally, Norges Bank acquired a new position in Broadcom during the fourth quarter worth about $24,252,196,000. Hedge funds and other institutional investors own 76.43% of the company’s stock. Analyst Ratings Changes A number of research analysts have recently weighed in on AVGO shares. Rosenblatt Securities reissued a “buy” rating and set a $500.00 price objective on shares of Broadcom in a research note on Thursday, June 4th. Dbs Bank raised Broadcom to a “moderate buy” rating in a research note on Thursday, June 18th. Morgan Stanley set a $502.00 target price on Broadcom and gave the company an “overweight” rating in a report on Thursday, June 4th. JPMorgan Chase & Co. boosted their price target on Broadcom from $500.00 to $580.00 and gave the stock an “overweight” rating in a report on Thursday, June 4th. Finally, Truist Financial upped their price objective on Broadcom from $545.00 to $550.00 and gave the company a “buy” rating in a research report on Thursday, June 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, Broadcom currently has a consensus rating of “Moderate Buy” and a consensus price target of $493.24. Read Our Latest Report on AVGO Broadcom News Summary Here are the key news stories impacting Broadcom this week: Positive Sentiment: Broadcom continues to be viewed as one of the strongest AI infrastructure names, with articles highlighting durable AI bookings, customer commitments through 2028, and the company’s importance in data center networking. Article Title Positive Sentiment: Several bullish commentary pieces argue the recent AI pullback is a buying opportunity, with analysts and market writers saying Broadcom still has room to grow and should benefit from continued AI spending. Article Title Positive Sentiment: TSMC’s planned price increases could reinforce pricing power for leading AI chip suppliers like Broadcom, which may support margins and investor confidence if demand remains strong. Article Title Positive Sentiment: Institutional buying also offered a constructive signal, as Alecta Pensionsförsäkring reportedly boosted its Broadcom stake by 99,200 shares. Article Title Neutral Sentiment: Broadcom was mentioned in a broader semiconductor sector piece saying the group is consolidating after a strong 2026 rally, with concerns around valuation and leveraged positioning contributing to July weakness across the chip space. Article Title Neutral Sentiment: Broadcom was also included in general “high ROE” and dividend-focused articles, reinforcing its quality profile but not adding a major new catalyst. Article Title Negative Sentiment: One headline noted a “large increase” in short interest in Broadcom during July, but the reported figures showed zero shares short, so this appears to be a data anomaly rather than a meaningful bearish signal. Article Title Broadcom Trading Down 2.7% AVGO stock opened at $381.92 on Friday. The business has a fifty day simple moving average of $397.42 and a 200-day simple moving average of $366.68. The company has a market cap of $1.82 trillion, a price-to-earnings ratio of 63.65, a PEG ratio of 0.75 and a beta of 1.45. The company has a quick ratio of 2.01, a current ratio of 2.24 and a debt-to-equity ratio of 0.71. Broadcom Inc. has a 52 week low of $281.61 and a 52 week high of $495.00. Broadcom (NASDAQ:AVGO – Get Free Report) last posted its earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.40 by $0.04. The firm had revenue of $22.19 billion during the quarter, compared to the consensus estimate of $22.13 billion. Broadcom had a net margin of 38.85% and a return on equity of 41.61%. The company’s revenue was up 47.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.58 EPS. On average, equities research analysts expect that Broadcom Inc. will post 10.24 EPS for the current year. Broadcom Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, June 22nd were given a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Monday, June 22nd. Broadcom’s dividend payout ratio is presently 43.33%. Insider Activity In related news, Director Justine Page sold 1,602 shares of the business’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $373.86, for a total value of $598,923.72. Following the transaction, the director owned 17,426 shares in the company, valued at approximately $6,514,884.36. The trade was a 8.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Gayla J. Delly sold 1,890 shares of the firm’s stock in a transaction that occurred on Wednesday, July 8th. The shares were sold at an average price of $385.38, for a total value of $728,368.20. Following the sale, the director owned 31,326 shares of the company’s stock, valued at approximately $12,072,413.88. This trade represents a 5.69% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 61,644 shares of company stock valued at $24,016,214. Corporate insiders own 1.90% of the company’s stock. About Broadcom (Free Report) Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia. On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon. Further Reading Five stocks we like better than Broadcom AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding AVGO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadcom Inc. (NASDAQ:AVGO – Free Report). Receive News & Ratings for Broadcom Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Broadcom and related companies with MarketBeat.com's FREE daily email newsletter. |
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2026-07-25 16:26
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2026-07-25 06:50
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Baader Bank Aktiengesellschaft Cuts Stock Position in Broadcom Inc. $AVGO | FMP Stock News | |
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Baader Bank Aktiengesellschaft reduced its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 18.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 23,978 shares of the semiconductor manufacturer’s stock after selling 5,264 shares during the quarter. Baader Bank Aktiengesellschaft’s holdings in Broadcom were worth $7,421,000 at the end of the most recent reporting period.Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. increased its position in shares of Broadcom by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 482,707,302 shares of the semiconductor manufacturer’s stock valued at $167,064,997,000 after acquiring an additional 3,919,715 shares during the period. State Street Corp lifted its holdings in shares of Broadcom by 2.7% during the fourth quarter. State Street Corp now owns 190,084,351 shares of the semiconductor manufacturer’s stock worth $65,788,194,000 after purchasing an additional 5,040,801 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Broadcom by 1.4% during the fourth quarter. Geode Capital Management LLC now owns 111,277,280 shares of the semiconductor manufacturer’s stock worth $38,396,634,000 after purchasing an additional 1,548,699 shares during the period. Price T Rowe Associates Inc. MD boosted its holdings in shares of Broadcom by 3.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 85,546,083 shares of the semiconductor manufacturer’s stock valued at $29,607,500,000 after acquiring an additional 2,491,644 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of Broadcom in the 4th quarter valued at $24,252,196,000. Hedge funds and other institutional investors own 76.43% of the company’s stock. Analyst Ratings Changes Several equities analysts have recently issued reports on AVGO shares. Benchmark boosted their price objective on Broadcom from $485.00 to $545.00 and gave the company a “buy” rating in a report on Thursday, June 4th. Erste Group Bank reiterated a “hold” rating on shares of Broadcom in a research report on Tuesday, July 7th. Morgan Stanley set a $502.00 price objective on Broadcom and gave the stock an “overweight” rating in a research report on Thursday, June 4th. JPMorgan Chase & Co. raised their price objective on shares of Broadcom from $500.00 to $580.00 and gave the stock an “overweight” rating in a research note on Thursday, June 4th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $500.00 target price on shares of Broadcom in a research note on Thursday, June 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $493.24. Check Out Our Latest Report on Broadcom Broadcom Stock Performance NASDAQ AVGO opened at $381.92 on Friday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 2.01 and a current ratio of 2.24. The stock’s fifty day moving average is $397.42 and its two-hundred day moving average is $366.68. The firm has a market capitalization of $1.82 trillion, a P/E ratio of 63.65, a price-to-earnings-growth ratio of 0.75 and a beta of 1.45. Broadcom Inc. has a fifty-two week low of $281.61 and a fifty-two week high of $495.00. Broadcom (NASDAQ:AVGO – Get Free Report) last issued its earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.40 by $0.04. Broadcom had a return on equity of 41.61% and a net margin of 38.85%.The business had revenue of $22.19 billion during the quarter, compared to the consensus estimate of $22.13 billion. During the same period last year, the company earned $1.58 EPS. The company’s revenue for the quarter was up 47.9% on a year-over-year basis. On average, research analysts anticipate that Broadcom Inc. will post 10.24 earnings per share for the current year. Broadcom Announces Dividend The company also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Monday, June 22nd were paid a $0.65 dividend. The ex-dividend date of this dividend was Monday, June 22nd. This represents a $2.60 annualized dividend and a dividend yield of 0.7%. Broadcom’s dividend payout ratio is 43.33%. Insider Activity In other Broadcom news, Director Justine Page sold 1,602 shares of the stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $373.86, for a total transaction of $598,923.72. Following the completion of the transaction, the director owned 17,426 shares of the company’s stock, valued at $6,514,884.36. This trade represents a 8.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Harry L. You purchased 1,000 shares of the company’s stock in a transaction on Thursday, June 11th. The shares were bought at an average price of $373.57 per share, with a total value of $373,570.00. Following the completion of the transaction, the director owned 38,466 shares of the company’s stock, valued at approximately $14,369,743.62. The trade was a 2.67% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders sold 61,644 shares of company stock worth $24,016,214. Corporate insiders own 1.90% of the company’s stock. Key Stories Impacting Broadcom Here are the key news stories impacting Broadcom this week: Positive Sentiment: Broadcom continues to be viewed as one of the strongest AI infrastructure names, with articles highlighting durable AI bookings, customer commitments through 2028, and the company’s importance in data center networking. Article Title Positive Sentiment: Several bullish commentary pieces argue the recent AI pullback is a buying opportunity, with analysts and market writers saying Broadcom still has room to grow and should benefit from continued AI spending. Article Title Positive Sentiment: TSMC’s planned price increases could reinforce pricing power for leading AI chip suppliers like Broadcom, which may support margins and investor confidence if demand remains strong. Article Title Positive Sentiment: Institutional buying also offered a constructive signal, as Alecta Pensionsförsäkring reportedly boosted its Broadcom stake by 99,200 shares. Article Title Neutral Sentiment: Broadcom was mentioned in a broader semiconductor sector piece saying the group is consolidating after a strong 2026 rally, with concerns around valuation and leveraged positioning contributing to July weakness across the chip space. Article Title Neutral Sentiment: Broadcom was also included in general “high ROE” and dividend-focused articles, reinforcing its quality profile but not adding a major new catalyst. Article Title Negative Sentiment: One headline noted a “large increase” in short interest in Broadcom during July, but the reported figures showed zero shares short, so this appears to be a data anomaly rather than a meaningful bearish signal. Article Title About Broadcom (Free Report) Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia. On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon. Read More Five stocks we like better than Broadcom AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding AVGO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadcom Inc. (NASDAQ:AVGO – Free Report). Receive News & Ratings for Broadcom Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Broadcom and related companies with MarketBeat.com's FREE daily email newsletter. |
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2026-07-25 16:26
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2026-07-25 06:51
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Broadcom Inc. $AVGO Shares Sold by Bellwether Advisors LLC | FMP Stock News | |
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Bellwether Advisors LLC reduced its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 20.3% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 35,801 shares of the semiconductor manufacturer’s stock after selling 9,130 shares during the period. Broadcom makes up about 1.9% of Bellwether Advisors LLC’s holdings, making the stock its 12th largest position. Bellwether Advisors LLC’s holdings in Broadcom were worth $11,081,000 as of its most recent filing with the SEC.A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Norges Bank acquired a new position in Broadcom during the fourth quarter worth about $24,252,196,000. Cardano Risk Management B.V. lifted its position in shares of Broadcom by 895.2% during the 4th quarter. Cardano Risk Management B.V. now owns 12,689,800 shares of the semiconductor manufacturer’s stock valued at $4,391,940,000 after acquiring an additional 11,414,701 shares during the period. State Street Corp lifted its position in shares of Broadcom by 2.7% during the 4th quarter. State Street Corp now owns 190,084,351 shares of the semiconductor manufacturer’s stock valued at $65,788,194,000 after acquiring an additional 5,040,801 shares during the period. Vanguard Group Inc. boosted its stake in shares of Broadcom by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 482,707,302 shares of the semiconductor manufacturer’s stock worth $167,064,997,000 after acquiring an additional 3,919,715 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of Broadcom by 52.5% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 8,593,629 shares of the semiconductor manufacturer’s stock worth $2,974,255,000 after acquiring an additional 2,959,397 shares in the last quarter. 76.43% of the stock is owned by institutional investors and hedge funds. Insider Buying and Selling at Broadcom In related news, insider Mark David Brazeal sold 25,000 shares of Broadcom stock in a transaction on Friday, July 10th. The shares were sold at an average price of $401.33, for a total transaction of $10,033,250.00. Following the transaction, the insider owned 194,989 shares in the company, valued at approximately $78,254,935.37. The trade was a 11.36% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Gayla J. Delly sold 1,890 shares of the company’s stock in a transaction on Wednesday, July 8th. The stock was sold at an average price of $385.38, for a total transaction of $728,368.20. Following the sale, the director directly owned 31,326 shares of the company’s stock, valued at approximately $12,072,413.88. This trade represents a 5.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 61,644 shares of company stock valued at $24,016,214 in the last ninety days. Corporate insiders own 1.90% of the company’s stock. Key Broadcom News Here are the key news stories impacting Broadcom this week: Positive Sentiment: Broadcom continues to be viewed as one of the strongest AI infrastructure names, with articles highlighting durable AI bookings, customer commitments through 2028, and the company’s importance in data center networking. Article Title Positive Sentiment: Several bullish commentary pieces argue the recent AI pullback is a buying opportunity, with analysts and market writers saying Broadcom still has room to grow and should benefit from continued AI spending. Article Title Positive Sentiment: TSMC’s planned price increases could reinforce pricing power for leading AI chip suppliers like Broadcom, which may support margins and investor confidence if demand remains strong. Article Title Positive Sentiment: Institutional buying also offered a constructive signal, as Alecta Pensionsförsäkring reportedly boosted its Broadcom stake by 99,200 shares. Article Title Neutral Sentiment: Broadcom was mentioned in a broader semiconductor sector piece saying the group is consolidating after a strong 2026 rally, with concerns around valuation and leveraged positioning contributing to July weakness across the chip space. Article Title Neutral Sentiment: Broadcom was also included in general “high ROE” and dividend-focused articles, reinforcing its quality profile but not adding a major new catalyst. Article Title Negative Sentiment: One headline noted a “large increase” in short interest in Broadcom during July, but the reported figures showed zero shares short, so this appears to be a data anomaly rather than a meaningful bearish signal. Article Title Broadcom Price Performance AVGO stock opened at $381.92 on Friday. The company has a market cap of $1.82 trillion, a PE ratio of 63.65, a price-to-earnings-growth ratio of 0.75 and a beta of 1.45. The company has a current ratio of 2.24, a quick ratio of 2.01 and a debt-to-equity ratio of 0.71. The stock has a 50-day moving average price of $397.42 and a two-hundred day moving average price of $366.68. Broadcom Inc. has a 12-month low of $281.61 and a 12-month high of $495.00. Broadcom (NASDAQ:AVGO – Get Free Report) last released its quarterly earnings data on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 EPS for the quarter, topping analysts’ consensus estimates of $2.40 by $0.04. The company had revenue of $22.19 billion for the quarter, compared to the consensus estimate of $22.13 billion. Broadcom had a return on equity of 41.61% and a net margin of 38.85%.The company’s quarterly revenue was up 47.9% compared to the same quarter last year. During the same period last year, the business posted $1.58 EPS. As a group, research analysts predict that Broadcom Inc. will post 10.24 EPS for the current year. Broadcom Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, June 22nd were given a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Monday, June 22nd. Broadcom’s payout ratio is 43.33%. Wall Street Analyst Weigh In Several equities analysts recently weighed in on the company. UBS Group set a $485.00 price objective on Broadcom and gave the company a “buy” rating in a research note on Thursday, June 4th. Evercore reissued an “outperform” rating and issued a $582.00 target price on shares of Broadcom in a report on Tuesday, May 19th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $515.00 price objective (up from $430.00) on shares of Broadcom in a research report on Thursday, June 4th. Susquehanna reissued a “positive” rating and issued a $490.00 price objective (up from $450.00) on shares of Broadcom in a research note on Thursday, May 28th. Finally, Oppenheimer restated an “outperform” rating and set a $535.00 target price (up from $450.00) on shares of Broadcom in a research report on Thursday, June 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Broadcom presently has an average rating of “Moderate Buy” and an average target price of $493.24. View Our Latest Stock Report on Broadcom About Broadcom (Free Report) Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia. On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon. Further Reading Five stocks we like better than Broadcom AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Broadcom Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Broadcom and related companies with MarketBeat.com's FREE daily email newsletter. |
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2026-07-25 16:26
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2026-07-25 11:18
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Big Tech's Trillion-Dollar Bet Is Starting to Crack, Investors Are Looking Elsewhere for Profits | FMP Stock News | |
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This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.For much of the past year, investing in artificial intelligence felt refreshingly simple. Buy the companies building AI infrastructure or the chipmakers supplying it, and both sides generally moved higher together. That trade is becoming more complicated. Alphabet (NASDAQ:GOOG | GOOG Price Prediction) and Meta Platforms (NASDAQ:META) continue raising their AI spending plans, pushing annual capital expenditures toward levels that would have seemed unimaginable just two years ago. Yet as the price tag climbs into the hundreds of billions of dollars annually, investors are beginning to ask a more practical question: Who ultimately pays for all this spending, and when does it begin generating acceptable returns? AI Spending Keeps Rising While Investor Confidence Slips The AI investment race isn’t slowing down. Over the past several weeks, both Alphabet and Meta increased their 2026 capital expenditure outlooks during earnings discussions, adding to an already record-setting spending cycle. Combined with Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN), the four largest hyperscalers are now on pace to invest around $730 billion on AI infrastructure in 2026, with Wall Street already anticipating another increase in 2027. Company 2026 AI Capex Outlook Alphabet $195 billion to $205 billion Meta Platforms $125 billion to $145 billion Microsoft $190 billion Amazon $200 billion These investments include data centers, networking equipment, AI accelerators, custom silicon, and the enormous power infrastructure needed to support them. Granted, those investments continue fueling demand for companies such as Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Micron Technology (NASDAQ:MU), Taiwan Semiconductor Manufacturing (NYSE:TSM), and other semiconductor suppliers. But investors are becoming less convinced that the companies writing the checks will generate returns quickly enough to justify the spending. Big Tech is doubling down on a $730 billion gamble, but the market's 'free ride' on AI infrastructure just hit a wall. © 24/7 Wall St. The AI Trade Is No Longer Moving Together According to research compiled by Kevin Gordon of Charles Schwab, the 30-day correlation between America’s largest capital expenditure spenders and the Philadelphia Semiconductor Index has collapsed to almost zero. That’s near the lowest reading in at least 4.5 years. The change has been dramatic. April 2026 correlation: +0.78 Average correlation since early 2022: +0.60 Current correlation: Near 0.00 Since the beginning of June, semiconductor stocks have generally advanced while many hyperscaler stocks have struggled to hold recent highs. That divergence tells investors something important. The market no longer views AI infrastructure builders and AI suppliers as the same investment. Chipmakers benefit immediately from rising orders. Hyperscalers, meanwhile, must eventually prove those investments translate into stronger revenue growth, expanding margins, and higher free cash flow. Ironically, the companies creating AI demand now face tougher questions than the companies selling the hardware. The same investor newsletter that told subscribers to buy Amazon in 2002, Netflix in 2004, and Nvidia in 2005 still publishes two new stock picks every month. Over 23 years, Motley Fool's Stock Advisor has more than quadrupled the S&P 500. New members get this month's picks, the Top 10 Rankings, and a 30-day money-back guarantee. Click here to unlock their next top stocks while new members are still being accepted. Investors Are Beginning to Focus on the Bill Adding to those concerns, a recent Nikkei investigation reported that major hyperscalers collectively hold approximately $1.65 trillion in off-balance-sheet obligations tied largely to long-term infrastructure commitments used to support AI expansion. While these commitments comply with accounting rules and are disclosed in regulatory filings, they highlight just how much future spending has already been committed outside traditional balance sheet debt. Recent earnings reports and rising capital spending forecasts have coincided with pullbacks from recent highs among several hyperscaler stocks, suggesting investors are becoming more selective about companies whose profits remain years away. That said, none of this means AI spending is ending. Quite the opposite. Demand for computing power continues accelerating, and the largest technology companies possess balance sheets capable of funding enormous investments. The debate has simply shifted from whether AI deserves investment to whether those investments will earn attractive returns. Key Takeaway In short, AI has entered a new phase. For nearly two years, investors rewarded almost every company connected to artificial intelligence. Today, Wall Street is drawing distinctions. Semiconductor companies continue benefiting from immediate demand, while hyperscalers increasingly must demonstrate that hundreds of billions of dollars in annual AI spending can produce sustained profit growth. Recent data suggests investors are already making that distinction. Regardless of how large AI ultimately becomes, the next winners won’t necessarily be the companies spending the most money. They’ll be the ones that prove they can convert those enormous investments into durable cash flow and shareholder returns. For smart investors, that’s likely to become the defining theme of the AI trade over the next several years. If You'd Bought Amazon When the Motley Fool Said To…In September 2002, Stock Advisor told subscribers to buy Amazon. In December 2004, Netflix. In April 2005, Nvidia. The newsletter still publishes two new stock picks every month — and over 23 years, has more than quadrupled the S&P 500. Here's how to get this month's picks: - Join Stock Advisor for one year, with a 30-day money-back guarantee - Get this month's two new picks — plus the Top 10 Rankings and the full historical pick list - Read the analysis, decide for yourself, and trade through your own brokerage Five years from now, you'll probably wish you'd bought this month's picks. Don't miss them. Contact [email protected] for any questions or corrections. |
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2026-07-25 16:25
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2026-07-25 05:47
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Arrowstreet Capital Limited Partnership Trims Stock Holdings in The Charles Schwab Corporation $SCHW | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Arrowstreet Capital Limited Partnership lowered its stake in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 10.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,952,078 shares of the financial services provider’s stock after selling 337,555 shares during the period. Arrowstreet Capital Limited Partnership owned 0.17% of Charles Schwab worth $277,436,000 at the end of the most recent reporting period. A number of other large investors have also recently made changes to their positions in the stock. Souders Financial Advisors boosted its stake in Charles Schwab by 2.3% during the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock valued at $434,000 after buying an additional 98 shares during the period. Lantz Financial LLC increased its position in shares of Charles Schwab by 3.1% in the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after purchasing an additional 99 shares during the last quarter. Essex Financial Services Inc. raised its stake in Charles Schwab by 0.8% in the fourth quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock valued at $1,282,000 after purchasing an additional 105 shares in the last quarter. JFS Wealth Advisors LLC raised its stake in Charles Schwab by 0.4% in the fourth quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock valued at $2,460,000 after purchasing an additional 107 shares in the last quarter. Finally, FSM Wealth Advisors LLC lifted its position in Charles Schwab by 4.1% during the fourth quarter. FSM Wealth Advisors LLC now owns 2,688 shares of the financial services provider’s stock valued at $269,000 after purchasing an additional 107 shares during the last quarter. 84.38% of the stock is owned by institutional investors. Charles Schwab News Roundup Here are the key news stories impacting Charles Schwab this week: Positive Sentiment: Schwab announced a quarterly common stock dividend of $0.32 per share, along with preferred stock dividends, reinforcing its capital-return story for income-focused investors. Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends Positive Sentiment: Argus raised its price target on SCHW to $114 from $108 and kept a buy rating, signaling confidence in further upside. Argus raises Charles Schwab price target Positive Sentiment: Schwab was added to Zacks’ “Best Income Stocks to Buy” list, suggesting investors continue to view the company as an attractive income and quality financial-services name. Best Income Stocks to Buy for July 23rd Positive Sentiment: Recent coverage highlighted Schwab’s “dual beats” in its latest quarter, with earnings and revenue both coming in above expectations, adding to the bullish case after the July 21 report. Charles Schwab: Dual Beats And Attractive Preferreds Neutral Sentiment: Schwab also received media attention for its call for the CLARITY Act to pass, framing crypto regulation as a potential long-term industry catalyst, though the timing remains uncertain. Charles Schwab Calls CLARITY Act a Fundamental Catalyst Insider Transactions at Charles Schwab In related news, insider Jonathan S. Beatty sold 2,000 shares of the company’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $100.01, for a total value of $200,020.00. Following the transaction, the insider directly owned 13,738 shares of the company’s stock, valued at approximately $1,373,937.38. This represents a 12.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total value of $228,312.00. Following the sale, the director owned 177,508 shares in the company, valued at approximately $16,082,224.80. This represents a 1.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 6,520 shares of company stock valued at $622,392. 6.30% of the stock is owned by company insiders. Analyst Ratings Changes A number of research firms have commented on SCHW. Weiss Ratings reissued a “buy (b-)” rating on shares of Charles Schwab in a research note on Thursday, June 18th. BMO Capital Markets lowered Charles Schwab from an “outperform” rating to a “market perform” rating and set a $105.00 price target for the company. in a research note on Monday, July 20th. Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a report on Wednesday. Jefferies Financial Group cut their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research note on Monday, April 6th. Finally, TD Cowen increased their price target on shares of Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a research report on Friday, May 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $119.76. Read Our Latest Stock Analysis on SCHW Charles Schwab Stock Performance Shares of SCHW opened at $101.92 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The stock has a market cap of $177.25 billion, a P/E ratio of 18.53, a P/E/G ratio of 0.82 and a beta of 0.77. The business’s 50 day moving average price is $93.93 and its 200-day moving average price is $95.39. The Charles Schwab Corporation has a 52 week low of $83.96 and a 52 week high of $107.50. Charles Schwab (NYSE:SCHW – Get Free Report) last posted its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share for the quarter, beating analysts’ consensus estimates of $1.56 by $0.06. Charles Schwab had a return on equity of 24.73% and a net margin of 38.79%.The company had revenue of $7.07 billion during the quarter, compared to analyst estimates of $6.90 billion. During the same quarter last year, the company earned $1.14 EPS. The firm’s revenue for the quarter was up 20.9% on a year-over-year basis. Equities research analysts anticipate that The Charles Schwab Corporation will post 6.43 earnings per share for the current fiscal year. Charles Schwab Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be given a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Friday, August 14th. Charles Schwab’s dividend payout ratio is 23.27%. Charles Schwab Company Profile (Free Report) Charles Schwab Corporation (NYSE: SCHW) is a diversified financial services firm that provides brokerage, banking, wealth management and advisory services to individual investors, independent investment advisors and institutional clients. Its primary offerings include retail brokerage accounts, online trading platforms, Schwab-branded mutual funds and exchange-traded funds (ETFs), retirement plan services, custodial services for independent Registered Investment Advisors (RIAs), and banking products through Charles Schwab Bank. Featured Stories Five stocks we like better than Charles Schwab AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Charles Schwab Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Charles Schwab and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEBollard Group LLC Has $40.71 Million Stock Position in Walmart Inc. $WMT |
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2026-07-25 16:25
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2026-07-25 11:02
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The IRA Donation Trick That Lowers Your Tax Bill and Never Touches Your Medicare Premium | FMP Stock News | |
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This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.© PeopleImages / Shutterstock.com A 73-year-old widow takes her Required Minimum Distribution (RMD) from a $600,000 traditional IRA. Social Security, a small pension, and the RMD push her modified adjusted gross income (MAGI) to about $112,000. Her 2026 Medicare bill is about to carry a surcharge she did not know existed, and writing a check to her church after the RMD hits her account will not stop it. The reason: IRMAA reads MAGI, a figure that excludes most deductions. Cross the first single-filer threshold of $109,000 by one dollar and the Part B premium moves from the standard $202.90 to $284.10 per month, with a Part D surcharge of $14.50 stacked on top. Only roughly 8% of people with Medicare Part B pay any IRMAA, so most readers can stop reading. Anyone whose 2026 MAGI is drifting near that first cliff should keep going. The Charitable Trick That IRMAA Cannot See An IRA owner age 70½ or older can send money directly from a traditional IRA to a qualified public charity as a Qualified Charitable Distribution. QCDs after 70½ are excluded from MAGI. The distribution counts toward the year’s RMD but never lands in adjusted gross income, so it never touches the number CMS uses to set the Part B and Part D surcharge. Take the RMD the normal way, deposit it, then donate: the full RMD hits AGI. The charitable deduction only helps a taxpayer who itemizes, and most retirees claim the standard deduction. Even for itemizers, the deduction shrinks taxable income but leaves MAGI untouched. IRMAA still reads the higher number. The Math on a Single $10,000 Gift Assume the widow’s MAGI would land at $112,000 if she takes her full RMD in cash. Route $10,000 of that RMD as a qualified charitable distribution (QCD) to charity and MAGI drops to $102,000, below the $109,000 single-filer line. Seven thousand dollars is the entire distance between a surcharge and none. Part B stays at $202.90 instead of $284.10, and the $14.50 Part D add-on disappears. That is roughly $1,148 a year of Medicare cost erased by a gift she was going to make anyway. Timing matters. IRMAA runs on a two-year lookback: 2026 income sets 2028 premiums. The calendar does not negotiate. The window to change 2026 MAGI closes December 31, 2026. Miss it and no appeal exists for voluntary income. The Survivor Trap Makes This Bigger Single-filer IRMAA brackets are roughly half the joint brackets. A married couple with $215,000 of MAGI pays the standard Part B premium because the joint first tier starts at $218,000. When one spouse dies, the survivor files single at the same income and lands in a higher tier, paying the surcharge every month for every year the income stays there. A recurring QCD drops MAGI back below the cliff. Where SSA-44 Does Not Help SSA-44 lets a beneficiary appeal an IRMAA determination after a qualifying life event: marriage, divorce, spousal death, work stoppage or reduction, loss of income-producing property, or loss of pension income. It does not reverse a Roth conversion, a home sale, or an RMD taken as cash. A retiree who realizes in November that her RMD will trigger IRMAA cannot appeal it away later. She can only prevent it before December 31, and a QCD is the cleanest lever available. Three Actions Before Year-End Confirm the age on the date of transfer. The IRS requires the account holder to be 70½ on the actual day the funds leave the IRA, not the calendar year of the birthday. Instruct the IRA custodian to make the check payable to the charity. Vanguard, Fidelity, and Charles Schwab (NYSE:SCHW | SCHW Price Prediction) all have QCD request forms. The check must never pass through the owner’s checking account, or the exclusion is lost and the money becomes ordinary taxable income. Get a written acknowledgment from the charity and keep it with the tax return. On Form 1040, the gross distribution goes on line 4a, the reduced taxable amount on line 4b, and “QCD” is written in the margin. The 2.8% Social Security cost-of-living adjustment (COLA) for 2026 will nudge more retirees toward the first IRMAA line next year, which makes running the QCD calculation now, before the December cutoff, the highest-value move on the calendar. Contact [email protected] for any questions or corrections. |
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2026-07-25 16:25
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2026-07-25 03:59
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Bank of Nova Scotia Sells 45,310 Shares of Pan American Silver Corp. $PAAS | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Bank of Nova Scotia trimmed its stake in shares of Pan American Silver Corp. (NYSE:PAAS – Free Report) (TSE:PAAS) by 7.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 605,882 shares of the basic materials company’s stock after selling 45,310 shares during the period. Bank of Nova Scotia owned approximately 0.14% of Pan American Silver worth $33,135,000 at the end of the most recent reporting period. Several other institutional investors have also recently bought and sold shares of the stock. Vanguard Group Inc. increased its holdings in Pan American Silver by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 17,465,779 shares of the basic materials company’s stock valued at $905,513,000 after purchasing an additional 274,168 shares during the last quarter. Ninety One UK Ltd boosted its holdings in Pan American Silver by 3.2% during the fourth quarter. Ninety One UK Ltd now owns 2,225,237 shares of the basic materials company’s stock worth $115,290,000 after buying an additional 69,985 shares during the last quarter. Elevatus Welath Management acquired a new position in shares of Pan American Silver during the 4th quarter worth about $3,371,000. Swiss Life Asset Management Ltd increased its stake in shares of Pan American Silver by 46.9% in the 4th quarter. Swiss Life Asset Management Ltd now owns 58,827 shares of the basic materials company’s stock valued at $3,051,000 after acquiring an additional 18,791 shares during the last quarter. Finally, Royal Palms Capital LLC acquired a new stake in shares of Pan American Silver in the 4th quarter valued at approximately $2,170,000. Institutional investors own 55.43% of the company’s stock. Pan American Silver Stock Down 0.4% Shares of PAAS stock opened at $44.03 on Friday. The firm’s fifty day moving average price is $48.07 and its two-hundred day moving average price is $54.17. The company has a current ratio of 2.84, a quick ratio of 2.11 and a debt-to-equity ratio of 0.11. Pan American Silver Corp. has a 1 year low of $26.76 and a 1 year high of $69.99. The firm has a market capitalization of $18.36 billion, a P/E ratio of 14.16, a PEG ratio of 3.91 and a beta of 0.72. Pan American Silver (NYSE:PAAS – Get Free Report) (TSE:PAAS) last announced its quarterly earnings data on Tuesday, May 5th. The basic materials company reported $1.09 earnings per share for the quarter, beating the consensus estimate of $1.06 by $0.03. The company had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.25 billion. Pan American Silver had a return on equity of 19.50% and a net margin of 31.66%.Pan American Silver’s revenue for the quarter was up 49.3% compared to the same quarter last year. During the same quarter last year, the company earned $0.42 EPS. On average, equities analysts predict that Pan American Silver Corp. will post 4.02 EPS for the current fiscal year. Pan American Silver Announces Dividend The business also recently declared a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 19th were given a dividend of $0.18 per share. The ex-dividend date of this dividend was Tuesday, May 19th. This represents a $0.72 annualized dividend and a dividend yield of 1.6%. Pan American Silver’s payout ratio is 23.15%. Analysts Set New Price Targets PAAS has been the subject of several recent analyst reports. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $75.00 target price on shares of Pan American Silver in a research note on Tuesday, April 28th. Weiss Ratings downgraded Pan American Silver from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, July 16th. Wall Street Zen lowered Pan American Silver from a “strong-buy” rating to a “buy” rating in a report on Sunday, July 12th. TD Securities upgraded Pan American Silver from a “hold” rating to a “buy” rating and set a $72.00 price target for the company in a report on Monday, May 11th. Finally, Scotiabank reiterated an “outperform” rating on shares of Pan American Silver in a report on Tuesday, July 14th. Eight investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $70.43. View Our Latest Research Report on Pan American Silver Pan American Silver Company Profile (Free Report) Pan American Silver Corp. (NYSE: PAAS) is a Vancouver-based mining company and one of the world’s largest primary silver producers. The company’s core activities encompass the exploration, development, extraction and processing of silver, with significant by-product production of gold, zinc and lead. Pan American Silver maintains a vertically integrated operating model, covering the full mining value chain from resource discovery through to refined metal production. With a geographic footprint concentrated across the Americas, Pan American Silver operates multiple mines in Mexico, Peru, Argentina and Bolivia, and is advancing several development and exploration projects in Chile and Ecuador. See Also Five stocks we like better than Pan American Silver AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding PAAS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Pan American Silver Corp. (NYSE:PAAS – Free Report) (TSE:PAAS). Receive News & Ratings for Pan American Silver Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Pan American Silver and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEBeaconlight Capital LLC Buys Shares of 7,195 CF Industries Holdings, Inc. $CF NEXT HEADLINE »iShares Core S&P 500 ETF $IVV Stock Position Cut by Adventist Health System Sunbelt Healthcare Corp |
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General Dynamics Corporation $GD Shares Sold by Aristotle Capital Management LLC | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Aristotle Capital Management LLC lowered its holdings in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 3.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,446,709 shares of the aerospace company’s stock after selling 84,573 shares during the period. General Dynamics comprises 1.8% of Aristotle Capital Management LLC’s portfolio, making the stock its 23rd largest holding. Aristotle Capital Management LLC owned approximately 0.90% of General Dynamics worth $839,782,000 as of its most recent SEC filing. Several other institutional investors and hedge funds also recently modified their holdings of GD. Wealth Alliance LLC raised its stake in General Dynamics by 5.9% in the 1st quarter. Wealth Alliance LLC now owns 2,103 shares of the aerospace company’s stock valued at $722,000 after purchasing an additional 118 shares during the last quarter. Entropy Technologies LP raised its position in shares of General Dynamics by 252.5% in the first quarter. Entropy Technologies LP now owns 25,855 shares of the aerospace company’s stock valued at $8,874,000 after buying an additional 18,521 shares during the last quarter. Sustainable Insight Capital Management LLC lifted its stake in shares of General Dynamics by 21.0% during the first quarter. Sustainable Insight Capital Management LLC now owns 5,720 shares of the aerospace company’s stock valued at $1,963,000 after buying an additional 994 shares during the period. Renaissance Technologies LLC acquired a new stake in General Dynamics during the first quarter worth approximately $10,358,000. Finally, Bollard Group LLC purchased a new stake in General Dynamics in the 1st quarter worth approximately $47,000. Hedge funds and other institutional investors own 86.14% of the company’s stock. Insider Buying and Selling In other General Dynamics news, Director Mark Malcolm sold 5,480 shares of the business’s stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $365.00, for a total transaction of $2,000,200.00. Following the sale, the director directly owned 10,643 shares in the company, valued at approximately $3,884,695. The trade was a 33.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Mark Lagrand Burns sold 36,480 shares of the company’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $345.29, for a total value of $12,596,179.20. Following the completion of the sale, the executive vice president owned 38,975 shares of the company’s stock, valued at $13,457,677.75. This trade represents a 48.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 78,190 shares of company stock valued at $27,041,022 over the last three months. Corporate insiders own 1.40% of the company’s stock. Analysts Set New Price Targets Several analysts have commented on the company. Royal Bank Of Canada restated a “sector perform” rating and issued a $385.00 price target on shares of General Dynamics in a report on Thursday, April 30th. BNP Paribas Exane dropped their price target on shares of General Dynamics from $430.00 to $390.00 and set an “outperform” rating for the company in a research report on Thursday, April 30th. UBS Group raised shares of General Dynamics from a “neutral” rating to a “buy” rating in a research note on Thursday, June 11th. Wells Fargo & Company initiated coverage on shares of General Dynamics in a report on Wednesday, April 1st. They issued an “overweight” rating and a $400.00 price target on the stock. Finally, JPMorgan Chase & Co. upped their price target on General Dynamics from $385.00 to $400.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $391.15. Check Out Our Latest Analysis on General Dynamics Key General Dynamics News Here are the key news stories impacting General Dynamics this week: Positive Sentiment: GD has hit a 52-week high, reflecting strong momentum and investor confidence in the defense contractor’s outlook. General Dynamics Corporation (GD) Hit a 52 Week High, Can the Run Continue? Positive Sentiment: Analysts are focusing on GD’s upcoming Q2 results, with attention on a record backlog and improving defense operations, which could support the stock if management delivers strong numbers and positive commentary on submarines and Gulfstream. General Dynamics to Release Q2 Earnings: Here’s What to Expect Positive Sentiment: Recent investor sentiment has also been helped by broader strength in defense stocks, with peers posting solid results and raising guidance, which has lifted expectations for GD ahead of its July 29 earnings release. Why General Dynamics (GD) Stock Is Up Today Neutral Sentiment: Wall Street is also watching GD’s Q2 estimates and key operating metrics closely, suggesting the market may be waiting for confirmation that recent strength is sustainable rather than purely speculative. General Dynamics (GD) Q2 Earnings on the Horizon: Analysts’ Insights on Key Performance Measures Neutral Sentiment: One article compared GD’s value profile with GE Aerospace, reinforcing that investors still see GD as a large-cap defense name with valuation appeal, but not necessarily a fresh catalyst by itself. GD vs. GE: Which Stock Is the Better Value Option? General Dynamics Stock Performance Shares of NYSE GD opened at $386.51 on Friday. The company has a quick ratio of 0.90, a current ratio of 1.38 and a debt-to-equity ratio of 0.24. The firm’s 50-day moving average price is $356.19 and its two-hundred day moving average price is $351.77. General Dynamics Corporation has a 52-week low of $306.03 and a 52-week high of $388.12. The stock has a market capitalization of $104.52 billion, a P/E ratio of 24.32, a P/E/G ratio of 2.30 and a beta of 0.34. General Dynamics (NYSE:GD – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The aerospace company reported $4.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.67 by $0.43. The business had revenue of $13.48 billion for the quarter, compared to the consensus estimate of $12.70 billion. General Dynamics had a return on equity of 17.41% and a net margin of 8.07%.The business’s revenue was up 10.3% on a year-over-year basis. During the same quarter last year, the business posted $3.66 EPS. As a group, sell-side analysts forecast that General Dynamics Corporation will post 16.66 earnings per share for the current year. General Dynamics Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Thursday, July 2nd will be given a dividend of $1.59 per share. The ex-dividend date is Thursday, July 2nd. This represents a $6.36 annualized dividend and a dividend yield of 1.6%. General Dynamics’s payout ratio is currently 40.03%. About General Dynamics (Free Report) General Dynamics is a major American aerospace and defense contractor that designs, manufactures and supports a broad range of products and services for government and commercial customers worldwide. Headquartered in the United States (Reston, Virginia), the company supplies platforms and systems used by armed forces, civil authorities and private operators across multiple domains including air, land, sea and cyber. Its principal activities span several operating businesses: a business aviation unit that develops and supports Gulfstream business jets; land systems that produce armored combat vehicles and related logistics and sustainment services; marine systems that design and construct submarines and surface ships for navies; and mission systems and information technology operations that provide command-and-control, communications, cybersecurity and systems-integration services. Recommended Stories Five stocks we like better than General Dynamics AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for General Dynamics Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for General Dynamics and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEAristotle Capital Management LLC Sells 1,153,022 Shares of Sony Corporation $SONY NEXT HEADLINE »Bollard Group LLC Has $16.83 Million Stock Holdings in CocaCola Company (The) $KO |
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Bank of Nova Scotia Purchases 110,231 Shares of Marsh & McLennan Companies, Inc. $MRSH | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Bank of Nova Scotia lifted its position in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 39.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 392,851 shares of the financial services provider’s stock after purchasing an additional 110,231 shares during the quarter. Bank of Nova Scotia owned 0.08% of Marsh & McLennan Companies worth $68,140,000 at the end of the most recent reporting period. A number of other large investors have also made changes to their positions in the company. State Street Corp bought a new position in shares of Marsh & McLennan Companies during the 4th quarter worth approximately $4,057,682,000. Capital International Investors bought a new position in Marsh & McLennan Companies in the fourth quarter valued at $3,482,557,000. Capital World Investors acquired a new stake in Marsh & McLennan Companies in the 4th quarter valued at $3,140,284,000. Wellington Management Group LLP bought a new stake in Marsh & McLennan Companies during the 4th quarter worth about $2,967,927,000. Finally, Price T Rowe Associates Inc. MD acquired a new position in shares of Marsh & McLennan Companies during the 4th quarter worth about $1,710,101,000. Institutional investors own 87.99% of the company’s stock. Analysts Set New Price Targets A number of analysts recently issued reports on MRSH shares. Piper Sandler lowered their target price on Marsh & McLennan Companies from $190.00 to $182.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 26th. Citigroup downgraded Marsh & McLennan Companies from a “buy” rating to a “neutral” rating and set a $200.00 price target for the company. in a research note on Wednesday. Morgan Stanley lowered their price target on Marsh & McLennan Companies from $180.00 to $175.00 and set an “equal weight” rating on the stock in a research report on Monday, July 6th. Bank of America cut their price objective on Marsh & McLennan Companies from $181.00 to $174.00 and set an “underperform” rating for the company in a report on Tuesday, April 14th. Finally, JPMorgan Chase & Co. raised their target price on shares of Marsh & McLennan Companies from $206.00 to $212.00 and gave the company an “overweight” rating in a research note on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $201.69. Read Our Latest Stock Analysis on MRSH Marsh & McLennan Companies Price Performance Shares of MRSH stock opened at $180.66 on Friday. The stock has a market cap of $86.21 billion, a PE ratio of 22.09, a PEG ratio of 2.54 and a beta of 0.61. Marsh & McLennan Companies, Inc. has a 12 month low of $156.60 and a 12 month high of $213.80. The company has a current ratio of 1.14, a quick ratio of 1.11 and a debt-to-equity ratio of 1.22. Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last issued its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $2.96 earnings per share for the quarter, beating the consensus estimate of $2.89 by $0.07. Marsh & McLennan Companies had a return on equity of 32.67% and a net margin of 14.24%.The company had revenue of $7.28 billion during the quarter. Marsh & McLennan Companies’s revenue for the quarter was up 6.2% compared to the same quarter last year. Analysts predict that Marsh & McLennan Companies, Inc. will post 10.41 earnings per share for the current year. Marsh & McLennan Companies Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Thursday, July 23rd will be issued a dividend of $0.99 per share. This is a positive change from Marsh & McLennan Companies’s previous quarterly dividend of $0.90. This represents a $3.96 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Thursday, July 23rd. Marsh & McLennan Companies’s dividend payout ratio is presently 48.41%. Insider Buying and Selling at Marsh & McLennan Companies In other Marsh & McLennan Companies news, CEO John Q. Doyle sold 16,656 shares of the business’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $161.71, for a total transaction of $2,693,441.76. Following the completion of the sale, the chief executive officer owned 116,811 shares in the company, valued at approximately $18,889,506.81. The trade was a 12.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.38% of the stock is owned by insiders. About Marsh & McLennan Companies (Free Report) Marsh & McLennan Companies (NYSE: MMC) is a global professional services firm headquartered in New York City that provides advice and solutions in the areas of risk, strategy and people. Founded in 1905, the company has grown into a diversified group of businesses focused on insurance brokerage and risk management, reinsurance, human capital and investment consulting, and management consulting. Its long history and scale position it as a prominent adviser to corporations, governments and other institutions seeking to manage risk and optimize human and financial capital. The firm operates through several well-known subsidiaries and business units that specialize in distinct services. Featured Articles Five stocks we like better than Marsh & McLennan Companies AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Marsh & McLennan Companies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Marsh & McLennan Companies and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEBeaconlight Capital LLC Takes $5.41 Million Position in FedEx Corporation $FDX NEXT HEADLINE »BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF $XEMD Shares Acquired by Adventist Health System Sunbelt Healthcare Corp |
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Arrowstreet Capital Limited Partnership Buys 340,866 Shares of Aon plc $AON | FMP Stock News | |
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Arrowstreet Capital Limited Partnership grew its stake in shares of Aon plc (NYSE: AON) by 74.7% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 797,418 shares of the financial services provider's stock after buying an additional 340,866 shares during the quarter. Arrowstreet |
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ABN Amro Investment Solutions Lowers Holdings in Crown Castle Inc. $CCI | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026ABN Amro Investment Solutions reduced its stake in Crown Castle Inc. (NYSE:CCI – Free Report) by 57.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,083 shares of the real estate investment trust’s stock after selling 27,473 shares during the period. ABN Amro Investment Solutions’ holdings in Crown Castle were worth $1,633,000 at the end of the most recent reporting period. Several other hedge funds and other institutional investors also recently bought and sold shares of CCI. Andra AP fonden boosted its holdings in Crown Castle by 163.5% during the first quarter. Andra AP fonden now owns 79,848 shares of the real estate investment trust’s stock worth $6,492,000 after buying an additional 49,543 shares in the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of Crown Castle by 2.3% during the 1st quarter. Dimensional Fund Advisors LP now owns 6,325,747 shares of the real estate investment trust’s stock valued at $514,320,000 after acquiring an additional 144,538 shares during the last quarter. Ironwood Investment Counsel LLC grew its position in shares of Crown Castle by 17.5% in the first quarter. Ironwood Investment Counsel LLC now owns 41,752 shares of the real estate investment trust’s stock valued at $3,395,000 after purchasing an additional 6,231 shares during the last quarter. KBC Group NV increased its position in Crown Castle by 10.0% in the 1st quarter. KBC Group NV now owns 103,007 shares of the real estate investment trust’s stock worth $8,375,000 after buying an additional 9,338 shares during the period. Finally, SEB Asset Management AB bought a new position in shares of Crown Castle during the 1st quarter worth about $7,272,000. 90.77% of the stock is currently owned by hedge funds and other institutional investors. Analyst Upgrades and Downgrades A number of research firms have weighed in on CCI. Raymond James Financial lifted their price objective on Crown Castle from $102.00 to $108.00 and gave the company a “strong-buy” rating in a report on Thursday, April 23rd. Scotiabank lowered their target price on Crown Castle from $94.00 to $91.00 and set a “sector perform” rating for the company in a research note on Tuesday, April 7th. TD Cowen reduced their price objective on shares of Crown Castle from $94.00 to $92.00 and set a “buy” rating on the stock in a research note on Thursday. Royal Bank Of Canada cut their price target on shares of Crown Castle from $92.00 to $90.00 and set an “outperform” rating on the stock in a research report on Thursday. Finally, Truist Financial began coverage on Crown Castle in a research report on Tuesday, March 31st. They set a “hold” rating and a $90.00 price target on the stock. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat, Crown Castle currently has a consensus rating of “Moderate Buy” and a consensus price target of $95.92. Get Our Latest Analysis on Crown Castle Crown Castle Stock Up 0.5% Shares of NYSE:CCI opened at $74.94 on Friday. The firm has a market cap of $32.71 billion, a P/E ratio of 38.04, a P/E/G ratio of 0.38 and a beta of 0.95. Crown Castle Inc. has a 12-month low of $73.75 and a 12-month high of $113.80. The business has a fifty day simple moving average of $84.38 and a 200 day simple moving average of $85.74. Crown Castle (NYSE:CCI – Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The real estate investment trust reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.47 by $0.55. Crown Castle had a net margin of 20.71% and a negative return on equity of 51.60%. The firm had revenue of $1.01 billion for the quarter, compared to analyst estimates of $995.41 million. During the same quarter in the prior year, the business earned $1.10 earnings per share. The business’s quarterly revenue was down 4.9% compared to the same quarter last year. As a group, equities research analysts expect that Crown Castle Inc. will post 4.22 EPS for the current year. Crown Castle Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Monday, June 15th were paid a dividend of $1.0625 per share. This represents a $4.25 dividend on an annualized basis and a dividend yield of 5.7%. The ex-dividend date was Monday, June 15th. Crown Castle’s payout ratio is presently 175.62%. Crown Castle News Roundup Here are the key news stories impacting Crown Castle this week: Positive Sentiment: Crown Castle beat Q2 expectations on key measures, including FFO and revenue, helped by lower interest expense. The company also updated full-year 2026 outlook, which suggests management sees improved operating momentum and progress from asset sales, debt repayment, and land investments. Crown Castle Reports Second Quarter 2026 Results and Updates Outlook for Full Year 2026 Positive Sentiment: Analysts remain generally constructive despite trimming targets: Citigroup kept a buy rating, Citizens JMP kept market outperform, TD Cowen kept buy, and RBC kept outperform. Even with lower targets, the firms still see meaningful upside from current levels, signaling that expectations for CCI remain relatively favorable. Analyst price target updates Neutral Sentiment: Multiple analysts lowered price targets after the earnings release, including Citigroup to $98 from $106, Citizens JMP to $120 from $125, JPMorgan to $85 from $95, TD Cowen to $92 from $94, and RBC to $90 from $92. The cuts reflect a more cautious valuation stance, but not a bearish shift in ratings overall. Analyst price target updates Neutral Sentiment: Other coverage highlighted that Q2 results beat estimates even as site-rental revenue was affected by certain items, suggesting the quarter was solid but still showed some business mix or timing pressure. Crown Castle Q2 earnings beat even as site rental revenue impacted by items Negative Sentiment: Despite the earnings beat, the stock remains well below its recent highs, and the repeated target cuts may indicate analysts are resetting expectations for slower growth or a lower valuation multiple going forward. Analyst price target updates About Crown Castle (Free Report) Crown Castle is a U.S.-focused communications infrastructure company organized as a real estate investment trust (REIT) that owns, operates and leases shared wireless infrastructure. Its primary business consists of providing tower-based site leases, small cell networks and fiber solutions that support mobile voice and data transmission for wireless carriers, cable companies and other enterprise customers. The company’s assets are positioned to enable network coverage and capacity, including the densification projects associated with 4G LTE and 5G deployments. Its product and service offerings include ground-based tower sites that host multiple wireless operators, distributed small cell nodes and associated fiber backhaul used to connect sites into carrier networks, and site development and maintenance services. Further Reading Five stocks we like better than Crown Castle AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding CCI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Crown Castle Inc. (NYSE:CCI – Free Report). Receive News & Ratings for Crown Castle Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Crown Castle and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEFifth Third Bancorp Increases Stock Holdings in Shift4 Payments, Inc. $FOUR NEXT HEADLINE »Bank of Nova Scotia Boosts Stake in American International Group, Inc. $AIG |
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Bank of New York Mellon Corp Decreases Stake in The Trade Desk $TTD | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Bank of New York Mellon Corp trimmed its holdings in shares of The Trade Desk (NASDAQ:TTD – Free Report) by 1.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,187,034 shares of the technology company’s stock after selling 42,912 shares during the quarter. Bank of New York Mellon Corp owned 0.46% of Trade Desk worth $49,624,000 as of its most recent filing with the SEC. Several other institutional investors have also modified their holdings of TTD. Brighton Jones LLC grew its stake in Trade Desk by 3.8% during the 4th quarter. Brighton Jones LLC now owns 4,586 shares of the technology company’s stock valued at $539,000 after purchasing an additional 169 shares in the last quarter. Howard Capital Management Inc. raised its holdings in Trade Desk by 2.3% in the fourth quarter. Howard Capital Management Inc. now owns 12,150 shares of the technology company’s stock valued at $461,000 after acquiring an additional 275 shares in the last quarter. Tema Etfs LLC raised its holdings in Trade Desk by 4.1% in the fourth quarter. Tema Etfs LLC now owns 7,600 shares of the technology company’s stock valued at $288,000 after acquiring an additional 302 shares in the last quarter. Visionary Wealth Advisors boosted its stake in Trade Desk by 3.3% during the 2nd quarter. Visionary Wealth Advisors now owns 10,119 shares of the technology company’s stock valued at $728,000 after acquiring an additional 327 shares during the last quarter. Finally, CVA Family Office LLC grew its holdings in Trade Desk by 62.1% during the 4th quarter. CVA Family Office LLC now owns 898 shares of the technology company’s stock worth $34,000 after acquiring an additional 344 shares in the last quarter. Institutional investors and hedge funds own 67.77% of the company’s stock. Trade Desk Price Performance TTD stock opened at $17.29 on Friday. The company’s 50 day simple moving average is $19.57 and its 200-day simple moving average is $24.16. The firm has a market capitalization of $8.13 billion, a P/E ratio of 19.65, a P/E/G ratio of 0.81 and a beta of 1.04. The Trade Desk has a 52-week low of $16.70 and a 52-week high of $91.45. Trade Desk (NASDAQ:TTD – Get Free Report) last released its earnings results on Thursday, May 7th. The technology company reported $0.08 earnings per share for the quarter, missing the consensus estimate of $0.32 by ($0.24). The business had revenue of $688.86 million for the quarter, compared to analysts’ expectations of $678.87 million. Trade Desk had a net margin of 14.57% and a return on equity of 16.91%. The company’s revenue was up 11.8% compared to the same quarter last year. During the same period last year, the firm earned $0.33 EPS. Sell-side analysts predict that The Trade Desk will post 1.17 EPS for the current fiscal year. Analyst Ratings Changes TTD has been the topic of a number of recent analyst reports. Citigroup restated a “neutral” rating on shares of Trade Desk in a research note on Friday, May 8th. Piper Sandler restated a “neutral” rating and set a $24.00 price objective on shares of Trade Desk in a research note on Friday, May 8th. Rothschild & Co Redburn assumed coverage on Trade Desk in a report on Thursday, May 28th. They set a “sell” rating and a $11.00 target price on the stock. HSBC upgraded Trade Desk from a “reduce” rating to a “hold” rating and set a $20.00 target price for the company in a research report on Wednesday, July 8th. Finally, Guggenheim lowered their price target on Trade Desk from $28.00 to $25.00 and set a “buy” rating for the company in a report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twenty-one have given a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $33.43. View Our Latest Analysis on TTD Insider Transactions at Trade Desk In other Trade Desk news, Director Samantha Jacobson sold 53,681 shares of the stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $21.14, for a total transaction of $1,134,816.34. Following the transaction, the director directly owned 13,099 shares of the company’s stock, valued at $276,912.86. This represents a 80.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 11.41% of the company’s stock. Trade Desk Profile (Free Report) The Trade Desk, Inc (NASDAQ: TTD) is a technology company that provides a demand-side platform (DSP) for programmatic digital advertising. Its platform enables advertisers, agencies and other buyers to plan, purchase and measure ad inventory across digital channels, including display, video, mobile, audio, native and connected TV. By centralizing real‑time bidding, audience targeting and inventory access, the company aims to help clients optimize media spend and reach audiences at scale across publishers and ad exchanges. Founded in 2009 by Jeff Green and Dave Pickles, The Trade Desk grew from a focus on programmatic display into a global ad‑tech provider. Further Reading Five stocks we like better than Trade Desk AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding TTD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Trade Desk (NASDAQ:TTD – Free Report). Receive News & Ratings for Trade Desk Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Trade Desk and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEBank of New York Mellon Corp Reduces Holdings in GSK PLC Sponsored ADR $GSK NEXT HEADLINE »Bank of Nova Scotia Acquires 210,402 Shares of Penumbra, Inc. $PEN |
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2026-07-25 03:49
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Bank of New York Mellon Corp Has $46.90 Million Position in Affirm Holdings, Inc. $AFRM | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Bank of New York Mellon Corp lessened its position in shares of Affirm Holdings, Inc. (NASDAQ:AFRM – Free Report) by 17.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,023,643 shares of the company’s stock after selling 223,489 shares during the quarter. Bank of New York Mellon Corp owned about 0.31% of Affirm worth $46,903,000 at the end of the most recent quarter. Several other hedge funds have also added to or reduced their stakes in AFRM. Greenline Wealth Management LLC bought a new stake in shares of Affirm during the fourth quarter worth approximately $26,000. Syntegra Private Wealth Group LLC acquired a new stake in shares of Affirm during the first quarter worth $28,000. Triumph Capital Management acquired a new stake in shares of Affirm during the third quarter worth $31,000. CoreCap Advisors LLC grew its position in shares of Affirm by 431.3% during the 4th quarter. CoreCap Advisors LLC now owns 441 shares of the company’s stock worth $33,000 after buying an additional 358 shares during the period. Finally, Strive Financial Group LLC bought a new stake in shares of Affirm in the 4th quarter valued at about $33,000. Institutional investors own 69.29% of the company’s stock. Insider Buying and Selling at Affirm In related news, COO Michael Linford sold 100,000 shares of the company’s stock in a transaction that occurred on Friday, June 26th. The shares were sold at an average price of $80.04, for a total transaction of $8,004,000.00. Following the completion of the transaction, the chief operating officer directly owned 117,984 shares in the company, valued at $9,443,439.36. This represents a 45.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Noel Bertram Watson sold 2,000 shares of the stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $65.00, for a total transaction of $130,000.00. Following the completion of the transaction, the director directly owned 36,076 shares of the company’s stock, valued at approximately $2,344,940. The trade was a 5.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 11.01% of the stock is owned by corporate insiders. Affirm Price Performance AFRM stock opened at $70.23 on Friday. The company’s 50-day moving average price is $73.92 and its two-hundred day moving average price is $63.76. Affirm Holdings, Inc. has a 12 month low of $42.10 and a 12 month high of $100.00. The company has a quick ratio of 11.32, a current ratio of 11.32 and a debt-to-equity ratio of 2.39. The firm has a market cap of $23.52 billion, a P/E ratio of 63.85, a P/E/G ratio of 2.90 and a beta of 3.67. Affirm (NASDAQ:AFRM – Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.30 EPS for the quarter, beating the consensus estimate of $0.17 by $0.13. The business had revenue of $943.95 million during the quarter, compared to the consensus estimate of $995.27 million. Affirm had a net margin of 9.63% and a return on equity of 11.17%. The company’s revenue was up 32.7% on a year-over-year basis. During the same period in the previous year, the business earned $0.01 earnings per share. On average, analysts anticipate that Affirm Holdings, Inc. will post 1.23 earnings per share for the current fiscal year. Analysts Set New Price Targets Several brokerages have issued reports on AFRM. UBS Group increased their price target on Affirm from $78.00 to $82.00 and gave the stock a “neutral” rating in a report on Monday, May 11th. Sanford C. Bernstein started coverage on shares of Affirm in a research note on Tuesday. They issued an “outperform” rating and a $100.00 price target on the stock. Wells Fargo & Company upped their price target on shares of Affirm from $89.00 to $96.00 and gave the company an “overweight” rating in a report on Wednesday, July 8th. Truist Financial increased their price objective on shares of Affirm from $80.00 to $83.00 and gave the stock a “buy” rating in a research report on Friday. Finally, Stephens upped their target price on shares of Affirm from $55.00 to $75.00 and gave the stock an “equal weight” rating in a research note on Friday, May 8th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $92.74. Check Out Our Latest Stock Analysis on Affirm Affirm Company Profile (Free Report) Affirm Holdings, Inc is a financial technology company that provides point-of-sale consumer lending and payments solutions for online and in-store purchases. Its core product is a buy-now-pay-later (BNPL) platform that enables consumers to split purchases into fixed, transparent installment loans with no hidden fees. Affirm offers a range of financing options through merchant integrations, a consumer-facing mobile app and virtual card capabilities, and tools for merchants to offer alternative payment methods at checkout. Further Reading Five stocks we like better than Affirm AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Affirm Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Affirm and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEBlock (NYSE:XYZ) Price Target Raised to $93.00 at Truist Financial NEXT HEADLINE »Wedbush Issues Positive Forecast for NovoCure (NASDAQ:NVCR) Stock Price |
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2026-07-25 16:18
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Pentair plc $PNR Shares Sold by Bessemer Group Inc. | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Bessemer Group Inc. lowered its stake in shares of Pentair plc (NYSE:PNR – Free Report) by 99.4% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,464 shares of the industrial products company’s stock after selling 1,222,716 shares during the period. Bessemer Group Inc.’s holdings in Pentair were worth $651,000 as of its most recent filing with the Securities & Exchange Commission. Other hedge funds have also recently modified their holdings of the company. Geode Capital Management LLC boosted its position in Pentair by 3.2% during the fourth quarter. Geode Capital Management LLC now owns 4,428,737 shares of the industrial products company’s stock worth $459,480,000 after acquiring an additional 137,980 shares during the last quarter. Invesco Ltd. grew its position in shares of Pentair by 3.1% in the fourth quarter. Invesco Ltd. now owns 3,414,386 shares of the industrial products company’s stock valued at $355,574,000 after purchasing an additional 101,650 shares in the last quarter. Massachusetts Financial Services Co. MA increased its holdings in shares of Pentair by 13.1% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 2,638,855 shares of the industrial products company’s stock valued at $274,810,000 after purchasing an additional 305,166 shares during the last quarter. Morgan Stanley increased its holdings in shares of Pentair by 21.7% in the fourth quarter. Morgan Stanley now owns 2,474,549 shares of the industrial products company’s stock valued at $257,700,000 after purchasing an additional 441,878 shares during the last quarter. Finally, Northern Trust Corp lifted its position in Pentair by 0.9% during the third quarter. Northern Trust Corp now owns 2,149,531 shares of the industrial products company’s stock worth $238,082,000 after buying an additional 18,716 shares in the last quarter. Institutional investors and hedge funds own 92.37% of the company’s stock. Pentair Stock Performance Shares of Pentair stock opened at $62.94 on Friday. The firm’s fifty day simple moving average is $72.36 and its 200-day simple moving average is $86.20. Pentair plc has a 12 month low of $57.60 and a 12 month high of $113.95. The stock has a market capitalization of $10.17 billion, a price-to-earnings ratio of 15.43, a PEG ratio of 1.32 and a beta of 1.03. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.88 and a quick ratio of 1.19. Pentair (NYSE:PNR – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The industrial products company reported $1.22 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. Pentair had a net margin of 15.98% and a return on equity of 21.92%. The firm had revenue of $1.04 billion during the quarter, compared to the consensus estimate of $1.03 billion. During the same quarter last year, the firm earned $1.11 earnings per share. The firm’s revenue was up 2.6% compared to the same quarter last year. As a group, equities analysts forecast that Pentair plc will post 4.78 earnings per share for the current year. Pentair Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Friday, July 24th will be issued a dividend of $0.27 per share. The ex-dividend date is Friday, July 24th. This represents a $1.08 annualized dividend and a dividend yield of 1.7%. Pentair’s dividend payout ratio (DPR) is 26.47%. Wall Street Analysts Forecast Growth PNR has been the topic of several analyst reports. Weiss Ratings lowered Pentair from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, May 11th. Stifel Nicolaus reaffirmed a “hold” rating and set a $65.00 price target (down from $103.00) on shares of Pentair in a research report on Thursday, July 16th. Jefferies Financial Group set a $90.00 price objective on Pentair in a report on Wednesday, July 15th. Citigroup cut their target price on Pentair from $112.00 to $106.00 and set a “buy” rating for the company in a research note on Wednesday, April 29th. Finally, BNP Paribas Exane restated an “underperform” rating and issued a $64.00 target price (down from $75.00) on shares of Pentair in a research report on Thursday, July 16th. Seven research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $91.40. Check Out Our Latest Stock Report on PNR Trending Headlines about Pentair Here are the key news stories impacting Pentair this week: Positive Sentiment: No major positive company-specific catalysts were reported in the last 24-36 hours. Neutral Sentiment: Several law firms, including Robbins LLP, Pomerantz, Johnson Fistel, Hagens Berman, and Frank R. Cruz’s firm, announced or continued investigations into possible securities-law violations and fiduciary-duty breaches at Pentair. These notices may add headline risk, but they are investigations rather than filed findings of wrongdoing. Article Title Neutral Sentiment: One report noted Pentair’s July earnings reset, including a reduced FY2026 adjusted EPS midpoint from about $5.35 to $4.70, which helps explain why sentiment has deteriorated. Article Title Neutral Sentiment: A pre-earnings preview suggested weaker Q2 results due to pool-channel destocking and softer demand, though Flow and Water Solutions were expected to hold up better. Article Title Neutral Sentiment: Mizuho also issued a pessimistic forecast for Pentair, adding to bearish expectations around the shares. Article Title Pentair Company Profile (Free Report) Pentair plc (NYSE: PNR) is a global provider of water treatment and fluid management solutions. The company designs, manufactures and sells a broad range of products that move, treat, monitor and control the flow of water and other fluids across residential, commercial, industrial and municipal markets. Pentair’s offerings are focused on improving water quality, conserving resources and enabling efficient fluid handling in applications from household water systems and pools to large-scale industrial and municipal installations. Product lines include pumps and pumping systems, water filtration and purification equipment, valves and controls, heat exchangers, pool and spa systems, and a range of aftermarket parts and services. Read More Five stocks we like better than Pentair AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Pentair Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Pentair and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINECrown Castle (NYSE:CCI) Price Target Lowered to $120.00 at Citizens Jmp NEXT HEADLINE »ARQ Wealth Advisors LLC Purchases 5,556 Shares of Amazon.com, Inc. $AMZN |
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2026-07-25 16:15
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2026-07-25 03:43
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Arrowstreet Capital Limited Partnership Sells 2,932,884 Shares of Southwest Airlines Co. $LUV | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Arrowstreet Capital Limited Partnership reduced its holdings in shares of Southwest Airlines Co. (NYSE:LUV – Free Report) by 37.6% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,858,283 shares of the airline’s stock after selling 2,932,884 shares during the period. Arrowstreet Capital Limited Partnership owned about 0.99% of Southwest Airlines worth $182,526,000 at the end of the most recent reporting period. A number of other hedge funds have also modified their holdings of LUV. SHP Wealth Management acquired a new stake in shares of Southwest Airlines during the fourth quarter worth approximately $25,000. GHP Investment Advisors Inc. acquired a new position in Southwest Airlines in the fourth quarter valued at approximately $26,000. Entrust Financial LLC acquired a new position in Southwest Airlines in the fourth quarter valued at approximately $26,000. Los Angeles Capital Management LLC bought a new position in Southwest Airlines in the fourth quarter valued at approximately $26,000. Finally, Optima Capital LLC bought a new position in Southwest Airlines in the fourth quarter valued at approximately $27,000. 80.82% of the stock is owned by institutional investors and hedge funds. Analyst Upgrades and Downgrades Several analysts have commented on the stock. JPMorgan Chase & Co. dropped their target price on shares of Southwest Airlines from $60.00 to $59.00 and set an “overweight” rating for the company in a research report on Friday. Jefferies Financial Group lifted their price objective on Southwest Airlines from $44.00 to $50.00 and gave the stock a “hold” rating in a research note on Wednesday, July 1st. Wells Fargo & Company upped their price objective on Southwest Airlines from $44.00 to $50.00 and gave the company an “equal weight” rating in a report on Tuesday, June 30th. Evercore increased their target price on Southwest Airlines from $44.00 to $52.00 in a research note on Thursday, June 25th. Finally, TD Cowen raised their target price on Southwest Airlines from $47.00 to $53.00 and gave the stock a “buy” rating in a report on Thursday, July 2nd. Nine research analysts have rated the stock with a Buy rating, nine have given a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat.com, Southwest Airlines has an average rating of “Hold” and a consensus target price of $49.55. Read Our Latest Stock Report on LUV Key Headlines Impacting Southwest Airlines Here are the key news stories impacting Southwest Airlines this week: Positive Sentiment: BMO Capital Markets raised its price target on Southwest Airlines to $60 from $58.50 and reiterated an outperform rating, signaling confidence in further upside after the company’s earnings beat. Benzinga report Positive Sentiment: Barclays kept a buy rating on Southwest Airlines, reinforcing the bullish view from analysts following the airline’s latest quarter. Barclays article Positive Sentiment: Southwest reported second-quarter adjusted EPS of $0.94, well above estimates, and record quarterly revenue, showing improved earnings power and solid demand. Yahoo Finance report Positive Sentiment: Several earnings recaps highlighted stronger fares, commercial gains, and margin expansion, suggesting the company’s transformation efforts are starting to show through in results. Zacks report Southwest Airlines Stock Performance Shares of LUV stock opened at $45.19 on Friday. Southwest Airlines Co. has a 12 month low of $28.98 and a 12 month high of $55.11. The company’s fifty day simple moving average is $46.01 and its 200-day simple moving average is $44.29. The firm has a market cap of $22.09 billion, a PE ratio of 27.72, a P/E/G ratio of 0.37 and a beta of 1.12. The company has a quick ratio of 0.41, a current ratio of 0.49 and a debt-to-equity ratio of 0.54. Southwest Airlines (NYSE:LUV – Get Free Report) last released its earnings results on Wednesday, July 22nd. The airline reported $0.94 earnings per share for the quarter, beating analysts’ consensus estimates of $0.52 by $0.42. Southwest Airlines had a net margin of 2.78% and a return on equity of 14.15%. The business had revenue of $8.72 billion during the quarter, compared to the consensus estimate of $8.58 billion. During the same quarter last year, the firm earned $0.43 earnings per share. The firm’s revenue for the quarter was up 16.4% compared to the same quarter last year. Southwest Airlines has set its FY 2026 guidance at 3.250-4.250 EPS and its Q3 2026 guidance at 0.500-0.750 EPS. Equities research analysts expect that Southwest Airlines Co. will post 3.67 EPS for the current fiscal year. Southwest Airlines Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th were issued a $0.18 dividend. The ex-dividend date was Thursday, June 11th. This represents a $0.72 annualized dividend and a dividend yield of 1.6%. Southwest Airlines’s dividend payout ratio (DPR) is presently 44.17%. Southwest Airlines Company Profile (Free Report) Southwest Airlines Co is a U.S.-based low-cost carrier that operates a point-to-point domestic and near-international airline network. Headquartered in Dallas, Texas, the company primarily flies Boeing 737 aircraft and offers no-frills, single-class service designed to keep fares competitive. Southwest’s operating model emphasizes high aircraft utilization, quick turnaround times and an open seating policy, allowing customers to board and select seats on a first-come, first-served basis. Founded in 1967 by Herb Kelleher and Rollin King as Air Southwest Company, Southwest began commercial service in 1971, initially connecting Dallas, Houston and San Antonio. See Also Five stocks we like better than Southwest Airlines AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Southwest Airlines Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Southwest Airlines and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEArrowstreet Capital Limited Partnership Increases Stock Holdings in HubSpot, Inc. $HUBS |
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2026-07-25 16:13
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2026-07-25 03:57
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ABN Amro Investment Solutions Sells 25,000 Shares of Oshkosh Corporation $OSK | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026ABN Amro Investment Solutions cut its stake in shares of Oshkosh Corporation (NYSE:OSK – Free Report) by 72.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,600 shares of the company’s stock after selling 25,000 shares during the period. ABN Amro Investment Solutions’ holdings in Oshkosh were worth $1,413,000 as of its most recent SEC filing. Other hedge funds have also recently added to or reduced their stakes in the company. PNC Financial Services Group Inc. grew its stake in Oshkosh by 16.8% in the first quarter. PNC Financial Services Group Inc. now owns 18,787 shares of the company’s stock valued at $2,766,000 after acquiring an additional 2,704 shares during the period. Mathes Company Inc. acquired a new stake in shares of Oshkosh during the first quarter worth about $3,663,000. Dimensional Fund Advisors LP lifted its holdings in shares of Oshkosh by 1.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 3,051,511 shares of the company’s stock valued at $449,166,000 after purchasing an additional 46,306 shares in the last quarter. KBC Group NV grew its position in shares of Oshkosh by 28.0% in the 1st quarter. KBC Group NV now owns 2,101 shares of the company’s stock valued at $309,000 after purchasing an additional 460 shares during the period. Finally, Precision Wealth Strategies LLC increased its stake in Oshkosh by 8.8% during the 1st quarter. Precision Wealth Strategies LLC now owns 3,813 shares of the company’s stock worth $561,000 after purchasing an additional 308 shares in the last quarter. Institutional investors and hedge funds own 92.36% of the company’s stock. Wall Street Analysts Forecast Growth OSK has been the topic of a number of research reports. Truist Financial lifted their price target on shares of Oshkosh from $176.00 to $190.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. Wall Street Zen downgraded shares of Oshkosh from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. Citigroup cut shares of Oshkosh from a “buy” rating to a “neutral” rating and cut their price objective for the company from $180.00 to $170.00 in a research report on Monday, April 13th. Evercore reaffirmed an “outperform” rating and issued a $181.00 target price on shares of Oshkosh in a research note on Monday, May 11th. Finally, JPMorgan Chase & Co. lowered their target price on Oshkosh from $158.00 to $145.00 and set a “neutral” rating for the company in a report on Monday, May 11th. Eleven investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $168.60. Read Our Latest Research Report on OSK Insider Buying and Selling at Oshkosh In related news, Director Duncan Palmer sold 505 shares of the business’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $133.86, for a total transaction of $67,599.30. Following the transaction, the director directly owned 39,684 shares in the company, valued at approximately $5,312,100.24. The trade was a 1.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.64% of the company’s stock. Oshkosh Price Performance NYSE:OSK opened at $154.97 on Friday. Oshkosh Corporation has a 52-week low of $116.77 and a 52-week high of $180.49. The company has a market cap of $9.66 billion, a P/E ratio of 17.26, a P/E/G ratio of 0.75 and a beta of 1.23. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.83 and a current ratio of 1.63. The stock’s 50-day simple moving average is $138.63 and its 200 day simple moving average is $148.00. Oshkosh (NYSE:OSK – Get Free Report) last issued its quarterly earnings results on Friday, May 8th. The company reported $0.85 EPS for the quarter, missing the consensus estimate of $1.04 by ($0.19). The company had revenue of $2.32 billion for the quarter, compared to analyst estimates of $2.29 billion. Oshkosh had a net margin of 5.54% and a return on equity of 13.90%. The business’s revenue for the quarter was up .2% on a year-over-year basis. During the same period last year, the company posted $1.92 earnings per share. Oshkosh has set its FY 2026 guidance at 11.500-11.500 EPS. As a group, sell-side analysts forecast that Oshkosh Corporation will post 10.87 EPS for the current fiscal year. Oshkosh Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were issued a $0.57 dividend. This represents a $2.28 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend was Tuesday, May 26th. Oshkosh’s dividend payout ratio is presently 25.39%. Oshkosh Company Profile (Free Report) Oshkosh Corporation (NYSE: OSK) is a leading designer, manufacturer and marketer of specialty trucks, military vehicles and access equipment. The company’s offerings span critical end markets, including defense, fire and emergency services, commercial construction and industrial sectors. By combining engineering expertise with advanced technologies, Oshkosh delivers solutions that enhance mobility, safety and productivity for its customers. Founded in 1917 and headquartered in Oshkosh, Wisconsin, the company has evolved from producing heavy-duty dump trucks to a diversified portfolio of products and services. Read More Five stocks we like better than Oshkosh AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Oshkosh Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Oshkosh and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINECommerce Bancshares, Inc. $CBSH Stake Lessened by Aristotle Capital Management LLC NEXT HEADLINE »Bank of Nova Scotia Decreases Stock Position in Intercontinental Exchange Inc. $ICE |
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2026-07-25 16:13
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2026-07-25 04:05
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Celanese Corporation $CE Shares Bought by Bank of New York Mellon Corp | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Bank of New York Mellon Corp increased its position in Celanese Corporation (NYSE:CE – Free Report) by 2.1% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 695,758 shares of the basic materials company’s stock after acquiring an additional 14,487 shares during the period. Bank of New York Mellon Corp owned approximately 0.63% of Celanese worth $45,760,000 at the end of the most recent reporting period. Several other hedge funds have also recently bought and sold shares of CE. JPMorgan Chase & Co. grew its stake in shares of Celanese by 12.8% in the third quarter. JPMorgan Chase & Co. now owns 259,196 shares of the basic materials company’s stock worth $10,907,000 after purchasing an additional 29,392 shares in the last quarter. Capital Research Global Investors grew its position in Celanese by 24.0% in the 4th quarter. Capital Research Global Investors now owns 5,565,556 shares of the basic materials company’s stock valued at $235,312,000 after buying an additional 1,076,645 shares in the last quarter. QSM Asset Management Ltd increased its stake in Celanese by 102.2% during the 4th quarter. QSM Asset Management Ltd now owns 84,698 shares of the basic materials company’s stock valued at $3,581,000 after buying an additional 42,800 shares during the period. Hsbc Holdings PLC lifted its stake in shares of Celanese by 208.3% in the 4th quarter. Hsbc Holdings PLC now owns 105,435 shares of the basic materials company’s stock worth $4,460,000 after acquiring an additional 71,238 shares during the period. Finally, U.S. Capital Wealth Advisors LLC lifted its stake in shares of Celanese by 113.1% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 152,291 shares of the basic materials company’s stock worth $6,439,000 after acquiring an additional 80,827 shares during the period. 98.87% of the stock is currently owned by institutional investors. Analysts Set New Price Targets Several equities research analysts recently commented on CE shares. Zacks Research raised Celanese from a “strong sell” rating to a “hold” rating in a report on Tuesday, April 21st. Morgan Stanley decreased their target price on Celanese from $72.00 to $58.00 and set an “equal weight” rating for the company in a research note on Thursday, July 16th. Bank of America dropped their price target on shares of Celanese from $72.00 to $63.00 and set a “buy” rating on the stock in a research report on Tuesday, June 30th. Wells Fargo & Company raised their price objective on shares of Celanese from $75.00 to $80.00 and gave the company an “overweight” rating in a research report on Friday, May 8th. Finally, Citigroup dropped their target price on shares of Celanese from $80.00 to $68.00 and set a “buy” rating on the stock in a report on Wednesday, June 24th. Ten investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $65.94. Get Our Latest Stock Analysis on Celanese Celanese Stock Performance Shares of CE stock opened at $46.38 on Friday. The firm has a market cap of $5.09 billion, a P/E ratio of -4.63, a PEG ratio of 0.29 and a beta of 0.76. The stock’s 50-day moving average is $49.99 and its two-hundred day moving average is $53.95. The company has a debt-to-equity ratio of 2.41, a current ratio of 1.38 and a quick ratio of 0.85. Celanese Corporation has a fifty-two week low of $35.13 and a fifty-two week high of $70.70. Celanese (NYSE:CE – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The basic materials company reported $0.85 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.88 by ($0.03). Celanese had a positive return on equity of 9.92% and a negative net margin of 11.54%.The company had revenue of $2.34 billion for the quarter, compared to the consensus estimate of $2.34 billion. During the same quarter last year, the company posted $0.57 EPS. The business’s revenue was down 2.2% compared to the same quarter last year. Celanese has set its Q2 2026 guidance at 2.000-2.400 EPS. Analysts predict that Celanese Corporation will post 6.01 earnings per share for the current fiscal year. Celanese Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Monday, August 10th. Shareholders of record on Tuesday, July 28th will be given a $0.03 dividend. This represents a $0.12 annualized dividend and a yield of 0.3%. The ex-dividend date is Tuesday, July 28th. Celanese’s dividend payout ratio (DPR) is currently -1.20%. Celanese Company Profile (Free Report) Celanese Corporation is a global chemical and specialty materials company that develops, manufactures and markets a broad portfolio of products serving diverse industries. The company operates through two primary business segments—Engineered Materials and Acetyl Chain—offering solutions that range from high-performance polymers and specialty additives to industrial chemicals and intermediates. Its engineered materials are used in applications such as automotive components, consumer electronics, medical devices and packaging, while its acetyl derivatives find uses in coatings, adhesives, solvents and personal care products. In the Engineered Materials segment, Celanese produces a variety of high-performance thermoplastics, polyether-block-amide (PEBA) elastomers and functional additives designed to enhance product durability, thermal resistance and sustainability. Recommended Stories Five stocks we like better than Celanese AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding CE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Celanese Corporation (NYSE:CE – Free Report). Receive News & Ratings for Celanese Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Celanese and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEPTC Therapeutics, Inc. $PTCT Shares Purchased by Fifth Third Bancorp NEXT HEADLINE »Assetmark Inc. Grows Holdings in Insight Enterprises, Inc. $NSIT |
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Arrowstreet Capital Limited Partnership Has $304.96 Million Stock Position in ConocoPhillips $COP | FMP Stock News | |
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Arrowstreet Capital Limited Partnership raised its position in ConocoPhillips (NYSE: COP) by 46,105.6% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,310,281 shares of the energy producer's stock after buying an additional 2,305,281 shares during the period. Arrowstreet |
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Aristotle Capital Management LLC Acquires Shares of 2,266,047 Motorola Solutions, Inc. $MSI | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Aristotle Capital Management LLC acquired a new position in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,266,047 shares of the communications equipment provider’s stock, valued at approximately $983,432,000. Motorola Solutions comprises approximately 2.1% of Aristotle Capital Management LLC’s holdings, making the stock its 11th biggest position. Aristotle Capital Management LLC owned 1.37% of Motorola Solutions at the end of the most recent reporting period. Several other large investors have also bought and sold shares of the business. Norges Bank acquired a new position in Motorola Solutions during the 4th quarter worth about $942,542,000. Northwestern Mutual Wealth Management Co. lifted its position in shares of Motorola Solutions by 11,507.4% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,192,196 shares of the communications equipment provider’s stock worth $456,993,000 after purchasing an additional 1,181,925 shares during the period. Orbis Allan Gray Ltd boosted its stake in shares of Motorola Solutions by 95.6% in the 4th quarter. Orbis Allan Gray Ltd now owns 1,283,065 shares of the communications equipment provider’s stock valued at $491,824,000 after purchasing an additional 627,066 shares during the last quarter. Stifel Financial Corp boosted its stake in shares of Motorola Solutions by 576.0% in the 4th quarter. Stifel Financial Corp now owns 708,083 shares of the communications equipment provider’s stock valued at $271,429,000 after purchasing an additional 603,330 shares during the last quarter. Finally, Ninety One UK Ltd increased its position in shares of Motorola Solutions by 74.3% during the fourth quarter. Ninety One UK Ltd now owns 1,338,589 shares of the communications equipment provider’s stock worth $513,108,000 after buying an additional 570,712 shares during the period. 84.17% of the stock is owned by institutional investors and hedge funds. Motorola Solutions Stock Up 2.8% MSI opened at $418.44 on Friday. Motorola Solutions, Inc. has a 12 month low of $359.36 and a 12 month high of $492.22. The company has a market cap of $69.46 billion, a PE ratio of 33.72, a price-to-earnings-growth ratio of 2.83 and a beta of 0.88. The company has a current ratio of 1.07, a quick ratio of 0.86 and a debt-to-equity ratio of 3.28. The company has a 50 day moving average of $409.42 and a 200 day moving average of $424.49. Motorola Solutions (NYSE:MSI – Get Free Report) last issued its earnings results on Thursday, May 7th. The communications equipment provider reported $3.37 EPS for the quarter, topping the consensus estimate of $3.24 by $0.13. Motorola Solutions had a return on equity of 100.13% and a net margin of 17.61%.The business had revenue of $2.71 billion during the quarter, compared to the consensus estimate of $2.70 billion. During the same quarter last year, the company earned $3.18 EPS. The firm’s revenue was up 7.4% compared to the same quarter last year. Motorola Solutions has set its Q2 2026 guidance at 3.820-3.880 EPS and its FY 2026 guidance at 16.870-16.990 EPS. On average, sell-side analysts expect that Motorola Solutions, Inc. will post 15.19 EPS for the current year. Motorola Solutions Announces Dividend The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Wednesday, June 17th were given a dividend of $1.21 per share. This represents a $4.84 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Wednesday, June 17th. Motorola Solutions’s payout ratio is 39.00%. Wall Street Analyst Weigh In Several analysts have recently weighed in on the stock. Zacks Research upgraded shares of Motorola Solutions from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Piper Sandler boosted their price objective on Motorola Solutions from $499.00 to $503.00 and gave the company an “overweight” rating in a report on Friday, May 8th. Barclays upped their target price on Motorola Solutions from $506.00 to $509.00 and gave the stock an “overweight” rating in a research report on Monday, May 11th. Wall Street Zen downgraded shares of Motorola Solutions from a “buy” rating to a “hold” rating in a research report on Sunday, April 26th. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $530.00 price target on shares of Motorola Solutions in a research report on Friday, May 8th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $504.67. Get Our Latest Report on Motorola Solutions Motorola Solutions Profile (Free Report) Motorola Solutions, Inc is a provider of mission-critical communications and analytics solutions for public safety and commercial customers. The company designs, manufactures and supports a range of communications equipment and software aimed at enabling first responders, government agencies and enterprises to coordinate and operate reliably in high-pressure environments. Its offerings emphasize secure, resilient connectivity and situational awareness for organizations that require dependable voice, data and video communications. Product lines include land mobile radio (LMR) systems and handheld and vehicle-mounted radios used by police, fire and emergency medical services; broadband push-to-talk and LTE-based solutions; command-and-control center software for incident management and records; and video security and analytics systems. Further Reading Five stocks we like better than Motorola Solutions AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding MSI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Motorola Solutions, Inc. (NYSE:MSI – Free Report). Receive News & Ratings for Motorola Solutions Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Motorola Solutions and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEArrowstreet Capital Limited Partnership Sells 1,504,237 Shares of Johnson & Johnson $JNJ NEXT HEADLINE »PTC Therapeutics, Inc. $PTCT Shares Purchased by Fifth Third Bancorp |
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Bank of Nova Scotia Has $51.09 Million Stock Position in Motorola Solutions, Inc. $MSI | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Bank of Nova Scotia cut its holdings in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 15.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 117,730 shares of the communications equipment provider’s stock after selling 20,958 shares during the period. Bank of Nova Scotia owned approximately 0.07% of Motorola Solutions worth $51,091,000 at the end of the most recent reporting period. A number of other institutional investors and hedge funds also recently made changes to their positions in MSI. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in Motorola Solutions in the 4th quarter valued at $27,000. Whipplewood Advisors LLC raised its stake in shares of Motorola Solutions by 1,966.7% in the first quarter. Whipplewood Advisors LLC now owns 62 shares of the communications equipment provider’s stock valued at $27,000 after purchasing an additional 59 shares in the last quarter. MidAtlantic Capital Management Inc. bought a new position in shares of Motorola Solutions during the 4th quarter worth about $28,000. Physician Wealth Advisors Inc. lifted its stake in Motorola Solutions by 540.0% during the first quarter. Physician Wealth Advisors Inc. now owns 64 shares of the communications equipment provider’s stock worth $28,000 after purchasing an additional 54 shares during the period. Finally, Orion Capital Management LLC boosted its stake in Motorola Solutions by 46.3% in the 4th quarter. Orion Capital Management LLC now owns 79 shares of the communications equipment provider’s stock valued at $30,000 after buying an additional 25 shares in the last quarter. Institutional investors and hedge funds own 84.17% of the company’s stock. Wall Street Analysts Forecast Growth A number of research analysts have recently issued reports on the stock. Weiss Ratings cut shares of Motorola Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday. Truist Financial decreased their price objective on Motorola Solutions from $540.00 to $525.00 and set a “buy” rating for the company in a research note on Friday, May 8th. Evercore reissued an “outperform” rating on shares of Motorola Solutions in a research report on Monday, June 1st. Raymond James Financial restated an “outperform” rating and set a $530.00 target price on shares of Motorola Solutions in a report on Friday, May 8th. Finally, Wall Street Zen cut Motorola Solutions from a “buy” rating to a “hold” rating in a research report on Sunday, April 26th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, Motorola Solutions currently has an average rating of “Buy” and an average price target of $504.67. Check Out Our Latest Report on Motorola Solutions Motorola Solutions Price Performance Shares of MSI opened at $418.44 on Friday. The company has a quick ratio of 0.86, a current ratio of 1.07 and a debt-to-equity ratio of 3.28. Motorola Solutions, Inc. has a 12-month low of $359.36 and a 12-month high of $492.22. The stock has a market cap of $69.46 billion, a PE ratio of 33.72, a PEG ratio of 2.83 and a beta of 0.88. The business has a 50-day simple moving average of $409.42 and a two-hundred day simple moving average of $424.49. Motorola Solutions (NYSE:MSI – Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The communications equipment provider reported $3.37 EPS for the quarter, beating analysts’ consensus estimates of $3.24 by $0.13. Motorola Solutions had a net margin of 17.61% and a return on equity of 100.13%. The company had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.70 billion. During the same period in the prior year, the firm posted $3.18 EPS. The company’s quarterly revenue was up 7.4% on a year-over-year basis. Motorola Solutions has set its Q2 2026 guidance at 3.820-3.880 EPS and its FY 2026 guidance at 16.870-16.990 EPS. Analysts anticipate that Motorola Solutions, Inc. will post 15.19 earnings per share for the current fiscal year. Motorola Solutions Announces Dividend The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Wednesday, June 17th were issued a $1.21 dividend. This represents a $4.84 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Wednesday, June 17th. Motorola Solutions’s dividend payout ratio (DPR) is presently 39.00%. About Motorola Solutions (Free Report) Motorola Solutions, Inc is a provider of mission-critical communications and analytics solutions for public safety and commercial customers. The company designs, manufactures and supports a range of communications equipment and software aimed at enabling first responders, government agencies and enterprises to coordinate and operate reliably in high-pressure environments. Its offerings emphasize secure, resilient connectivity and situational awareness for organizations that require dependable voice, data and video communications. Product lines include land mobile radio (LMR) systems and handheld and vehicle-mounted radios used by police, fire and emergency medical services; broadband push-to-talk and LTE-based solutions; command-and-control center software for incident management and records; and video security and analytics systems. See Also Five stocks we like better than Motorola Solutions AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding MSI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Motorola Solutions, Inc. (NYSE:MSI – Free Report). Receive News & Ratings for Motorola Solutions Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Motorola Solutions and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEBank of New York Mellon Corp Cuts Position in Federal Signal Corporation $FSS NEXT HEADLINE »SPDR Portfolio S&P 500 Growth ETF $SPYG Shares Purchased by Bank of New York Mellon Corp |
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2026-07-25 16:02
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2026-07-25 03:43
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Arrowstreet Capital Limited Partnership Buys Shares of 5,161,983 Dynatrace, Inc. $DT | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Arrowstreet Capital Limited Partnership acquired a new stake in shares of Dynatrace, Inc. (NYSE:DT – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 5,161,983 shares of the company’s stock, valued at approximately $190,890,000. Arrowstreet Capital Limited Partnership owned 1.73% of Dynatrace at the end of the most recent reporting period. A number of other hedge funds have also recently made changes to their positions in DT. Siren L.L.C. lifted its position in Dynatrace by 30.2% during the first quarter. Siren L.L.C. now owns 150,000 shares of the company’s stock valued at $5,547,000 after purchasing an additional 34,771 shares during the last quarter. Globeflex Capital L P boosted its position in Dynatrace by 391.1% in the 1st quarter. Globeflex Capital L P now owns 130,797 shares of the company’s stock valued at $4,837,000 after buying an additional 104,163 shares during the period. NewEdge Wealth LLC grew its stake in Dynatrace by 56.4% in the 1st quarter. NewEdge Wealth LLC now owns 55,203 shares of the company’s stock worth $2,041,000 after acquiring an additional 19,899 shares in the last quarter. First Trust Advisors LP increased its position in shares of Dynatrace by 706.8% during the first quarter. First Trust Advisors LP now owns 6,801,507 shares of the company’s stock worth $251,520,000 after acquiring an additional 5,958,505 shares during the period. Finally, Westpac Banking Corp lifted its position in shares of Dynatrace by 20.3% in the 1st quarter. Westpac Banking Corp now owns 6,796 shares of the company’s stock worth $251,000 after purchasing an additional 1,148 shares during the period. Institutional investors own 94.28% of the company’s stock. Dynatrace Stock Performance Shares of DT stock opened at $41.67 on Friday. The company has a market capitalization of $12.10 billion, a price-to-earnings ratio of 77.18, a PEG ratio of 2.62 and a beta of 0.73. The stock’s 50 day simple moving average is $42.41 and its 200 day simple moving average is $39.29. Dynatrace, Inc. has a twelve month low of $31.64 and a twelve month high of $55.49. Dynatrace (NYSE:DT – Get Free Report) last posted its quarterly earnings data on Wednesday, May 13th. The company reported $0.41 earnings per share for the quarter, topping the consensus estimate of $0.39 by $0.02. Dynatrace had a return on equity of 10.37% and a net margin of 8.06%.The business had revenue of $531.72 million during the quarter, compared to analysts’ expectations of $521.01 million. During the same quarter in the previous year, the firm earned $0.33 EPS. The firm’s revenue was up 19.4% compared to the same quarter last year. Dynatrace has set its FY 2027 guidance at 1.930-1.950 EPS and its Q1 2027 guidance at 0.440-0.450 EPS. On average, analysts forecast that Dynatrace, Inc. will post 1.11 EPS for the current fiscal year. Analyst Ratings Changes A number of equities research analysts have commented on the company. Citigroup decreased their price target on Dynatrace from $60.00 to $50.00 and set a “buy” rating for the company in a research note on Thursday, May 14th. Wolfe Research reissued an “outperform” rating and issued a $42.00 price objective on shares of Dynatrace in a research note on Thursday, May 14th. Needham & Company LLC reiterated a “hold” rating on shares of Dynatrace in a report on Thursday, June 25th. KeyCorp upped their target price on shares of Dynatrace from $47.00 to $53.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. Finally, BTIG Research cut their price target on Dynatrace from $53.00 to $47.00 and set a “buy” rating on the stock in a research report on Wednesday, May 13th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $49.42. Get Our Latest Stock Report on DT Dynatrace Profile (Free Report) Dynatrace is a global software intelligence company specializing in application performance management (APM), cloud infrastructure monitoring, and digital experience management. Its flagship offering, the Dynatrace Software Intelligence Platform, leverages artificial intelligence to provide real-time observability across distributed environments, including on-premises data centers, private clouds, public clouds and hybrid deployments. Organizations rely on Dynatrace to detect anomalies, troubleshoot performance issues and optimize end-user experiences through automated root-cause analysis powered by the company’s engine, Davis. The Dynatrace platform comprises modules for full-stack application monitoring, digital experience monitoring, infrastructure monitoring and business analytics. Recommended Stories Five stocks we like better than Dynatrace AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Dynatrace Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dynatrace and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEABN Amro Investment Solutions Acquires 147,226 Shares of ExxonMobil Corporation $XOM NEXT HEADLINE »Arrowstreet Capital Limited Partnership Trims Position in Jabil, Inc. $JBL |
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2026-07-25 03:43
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Arrowstreet Capital Limited Partnership Boosts Stock Holdings in Waste Management, Inc. $WM | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Arrowstreet Capital Limited Partnership grew its position in Waste Management, Inc. (NYSE:WM – Free Report) by 90.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 806,172 shares of the business services provider’s stock after acquiring an additional 382,079 shares during the quarter. Arrowstreet Capital Limited Partnership owned about 0.20% of Waste Management worth $185,250,000 as of its most recent SEC filing. Several other large investors have also recently made changes to their positions in WM. PBU The Pension Fund of Early Childhood & Youth Educators acquired a new position in Waste Management in the 4th quarter valued at about $10,206,000. Capital Advisors Inc. OK increased its holdings in shares of Waste Management by 2.0% during the 4th quarter. Capital Advisors Inc. OK now owns 196,585 shares of the business services provider’s stock worth $43,192,000 after buying an additional 3,880 shares during the last quarter. KLP Kapitalforvaltning AS raised its position in shares of Waste Management by 18.5% during the 4th quarter. KLP Kapitalforvaltning AS now owns 236,153 shares of the business services provider’s stock valued at $51,885,000 after buying an additional 36,900 shares during the period. LBP AM SA lifted its holdings in Waste Management by 24.1% in the fourth quarter. LBP AM SA now owns 46,640 shares of the business services provider’s stock valued at $10,247,000 after acquiring an additional 9,071 shares during the last quarter. Finally, Principal Financial Group Inc. grew its position in Waste Management by 3.1% in the first quarter. Principal Financial Group Inc. now owns 460,317 shares of the business services provider’s stock worth $105,776,000 after acquiring an additional 14,003 shares during the period. 80.40% of the stock is currently owned by hedge funds and other institutional investors. Wall Street Analyst Weigh In Several equities research analysts have issued reports on the company. Oppenheimer cut their target price on Waste Management from $264.00 to $263.00 and set an “outperform” rating for the company in a research note on Wednesday, July 8th. Weiss Ratings cut Waste Management from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, June 11th. Canadian Imperial Bank of Commerce raised Waste Management from a “hold” rating to an “outperformer” rating and set a $244.00 price objective for the company in a research report on Tuesday, July 7th. Citigroup lifted their price target on shares of Waste Management from $263.00 to $269.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Finally, Barclays upped their price objective on shares of Waste Management from $266.00 to $270.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Fifteen research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $256.74. Get Our Latest Analysis on WM Key Waste Management News Here are the key news stories impacting Waste Management this week: Positive Sentiment: Analysts expect WM to report higher revenue and earnings, supported by stronger collection and disposal pricing plus a sharp increase in renewable energy sales. WM Is Set to Report Q2 Earnings: Here’s What Investors Should Know Positive Sentiment: WM was highlighted as a stock that can benefit from inflation because its contracts allow it to pass rising costs through to customers, which supports margins and earnings resilience. 2 Stocks Built to Thrive If Inflation Refuses to Fade Positive Sentiment: The company was also cited as one of several waste firms using AI to improve efficiency and expand margins, reinforcing the long-term growth narrative. 3 Waste Stocks Turning AI Investments Into Growth Neutral Sentiment: Several articles published ahead of earnings focused on Wall Street estimates and key operating metrics, suggesting investors are mainly waiting for the actual Q2 report before making a bigger move. Curious about Waste Management (WM) Q2 Performance? Explore Wall Street Estimates for Key Metrics Neutral Sentiment: One broad S&P 500 article mentioned WM among companies worth investigating, but it did not provide a specific new catalyst for the stock. 1 S&P 500 Stock Worth Investigating and 2 Facing Challenges Waste Management Trading Up 0.7% Shares of Waste Management stock opened at $238.86 on Friday. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 2.22. The company has a fifty day simple moving average of $224.17 and a 200-day simple moving average of $227.08. The stock has a market cap of $95.92 billion, a price-to-earnings ratio of 34.57, a PEG ratio of 2.89 and a beta of 0.44. Waste Management, Inc. has a 12-month low of $194.11 and a 12-month high of $248.13. Waste Management (NYSE:WM – Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.81 earnings per share for the quarter, beating analysts’ consensus estimates of $1.75 by $0.06. Waste Management had a net margin of 10.99% and a return on equity of 31.90%. The firm had revenue of $6.23 billion during the quarter, compared to analysts’ expectations of $6.28 billion. During the same period in the previous year, the company earned $1.67 earnings per share. Waste Management’s quarterly revenue was up 3.5% compared to the same quarter last year. On average, equities analysts forecast that Waste Management, Inc. will post 8.16 EPS for the current fiscal year. Waste Management Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Friday, June 5th were issued a $0.945 dividend. This represents a $3.78 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend was Friday, June 5th. Waste Management’s payout ratio is presently 54.70%. Waste Management Company Profile (Free Report) Waste Management, Inc (NYSE: WM) is a leading provider of integrated waste management and environmental services in North America. The company offers end-to-end solutions that span collection, transfer, disposal and recycling, along with landfill operations and related infrastructure. Headquartered in Houston, Texas, Waste Management serves a broad customer base that includes residential, commercial, industrial and municipal clients. Core services include curbside and commercial waste collection, roll-off and temporary container services, materials recovery and recycling, and engineered landfill disposal. Featured Stories Five stocks we like better than Waste Management AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Waste Management Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Waste Management and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEArrowstreet Capital Limited Partnership Trims Position in Jabil, Inc. $JBL NEXT HEADLINE »Arrowstreet Capital Limited Partnership Raises Holdings in IQVIA Holdings Inc. $IQV |
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Bank of Nova Scotia Sells 63,477 Shares of Waste Management, Inc. $WM | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Bank of Nova Scotia lowered its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 31.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 140,722 shares of the business services provider’s stock after selling 63,477 shares during the period. Bank of Nova Scotia’s holdings in Waste Management were worth $32,338,000 as of its most recent SEC filing. Other hedge funds and other institutional investors also recently made changes to their positions in the company. Elevated Capital Advisors LLC bought a new stake in shares of Waste Management in the 4th quarter worth about $25,000. RHL Group LLC bought a new position in Waste Management in the 4th quarter valued at $29,000. Financial Network Wealth Advisors LLC lifted its position in Waste Management by 55.3% during the 4th quarter. Financial Network Wealth Advisors LLC now owns 132 shares of the business services provider’s stock valued at $29,000 after purchasing an additional 47 shares during the period. Mcguire Capital Advisors Inc. bought a new stake in shares of Waste Management during the fourth quarter worth approximately $29,000. Finally, JPL Wealth Management LLC acquired a new position in Waste Management in the third quarter valued at approximately $30,000. 80.40% of the stock is owned by institutional investors. Wall Street Analyst Weigh In WM has been the subject of several recent research reports. Scotiabank upped their target price on shares of Waste Management from $250.00 to $260.00 and gave the company a “sector perform” rating in a research report on Thursday, July 16th. Canadian Imperial Bank of Commerce raised Waste Management from a “hold” rating to an “outperformer” rating and set a $244.00 price objective for the company in a research note on Tuesday, July 7th. Barclays upped their price objective on Waste Management from $266.00 to $270.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. TD Cowen boosted their target price on Waste Management from $270.00 to $275.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, Citigroup upped their price target on Waste Management from $263.00 to $269.00 and gave the company a “buy” rating in a research note on Friday, July 10th. Fifteen analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, Waste Management presently has a consensus rating of “Moderate Buy” and an average price target of $256.74. Check Out Our Latest Stock Analysis on WM More Waste Management News Here are the key news stories impacting Waste Management this week: Positive Sentiment: Analysts expect WM to report higher revenue and earnings, supported by stronger collection and disposal pricing plus a sharp increase in renewable energy sales. WM Is Set to Report Q2 Earnings: Here’s What Investors Should Know Positive Sentiment: WM was highlighted as a stock that can benefit from inflation because its contracts allow it to pass rising costs through to customers, which supports margins and earnings resilience. 2 Stocks Built to Thrive If Inflation Refuses to Fade Positive Sentiment: The company was also cited as one of several waste firms using AI to improve efficiency and expand margins, reinforcing the long-term growth narrative. 3 Waste Stocks Turning AI Investments Into Growth Neutral Sentiment: Several articles published ahead of earnings focused on Wall Street estimates and key operating metrics, suggesting investors are mainly waiting for the actual Q2 report before making a bigger move. Curious about Waste Management (WM) Q2 Performance? Explore Wall Street Estimates for Key Metrics Neutral Sentiment: One broad S&P 500 article mentioned WM among companies worth investigating, but it did not provide a specific new catalyst for the stock. 1 S&P 500 Stock Worth Investigating and 2 Facing Challenges Waste Management Price Performance Shares of NYSE WM opened at $238.86 on Friday. Waste Management, Inc. has a fifty-two week low of $194.11 and a fifty-two week high of $248.13. The stock has a market capitalization of $95.92 billion, a price-to-earnings ratio of 34.57, a PEG ratio of 2.89 and a beta of 0.44. The company has a debt-to-equity ratio of 2.22, a current ratio of 0.93 and a quick ratio of 0.89. The business has a 50-day moving average of $224.17 and a 200-day moving average of $227.08. Waste Management (NYSE:WM – Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.81 earnings per share for the quarter, beating analysts’ consensus estimates of $1.75 by $0.06. Waste Management had a return on equity of 31.90% and a net margin of 10.99%.The firm had revenue of $6.23 billion during the quarter, compared to the consensus estimate of $6.28 billion. During the same period last year, the company earned $1.67 earnings per share. The business’s revenue was up 3.5% compared to the same quarter last year. As a group, sell-side analysts predict that Waste Management, Inc. will post 8.16 earnings per share for the current fiscal year. Waste Management Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Friday, June 5th were issued a dividend of $0.945 per share. This represents a $3.78 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date was Friday, June 5th. Waste Management’s payout ratio is presently 54.70%. Waste Management Company Profile (Free Report) Waste Management, Inc (NYSE: WM) is a leading provider of integrated waste management and environmental services in North America. The company offers end-to-end solutions that span collection, transfer, disposal and recycling, along with landfill operations and related infrastructure. Headquartered in Houston, Texas, Waste Management serves a broad customer base that includes residential, commercial, industrial and municipal clients. Core services include curbside and commercial waste collection, roll-off and temporary container services, materials recovery and recycling, and engineered landfill disposal. Further Reading Five stocks we like better than Waste Management AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Waste Management Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Waste Management and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEBollard Group LLC Buys 2,419 Shares of RTX Corporation $RTX NEXT HEADLINE »Aristotle Capital Management LLC Reduces Position in Synopsys, Inc. $SNPS |
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Beaconlight Capital LLC Sells 6,036 Shares of Cheniere Energy, Inc. $LNG | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Beaconlight Capital LLC decreased its position in Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 16.8% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 29,799 shares of the energy company’s stock after selling 6,036 shares during the period. Cheniere Energy comprises 4.5% of Beaconlight Capital LLC’s portfolio, making the stock its 6th biggest position. Beaconlight Capital LLC’s holdings in Cheniere Energy were worth $8,456,000 at the end of the most recent reporting period. Several other hedge funds also recently made changes to their positions in the business. Norges Bank bought a new stake in Cheniere Energy during the 4th quarter worth about $731,774,000. Bank of New York Mellon Corp increased its position in shares of Cheniere Energy by 174.3% in the first quarter. Bank of New York Mellon Corp now owns 2,244,268 shares of the energy company’s stock valued at $636,834,000 after acquiring an additional 1,426,058 shares during the last quarter. Marshall Wace LLP increased its position in shares of Cheniere Energy by 555.0% in the fourth quarter. Marshall Wace LLP now owns 810,138 shares of the energy company’s stock valued at $157,483,000 after acquiring an additional 686,459 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in Cheniere Energy by 518.8% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 577,533 shares of the energy company’s stock worth $112,267,000 after acquiring an additional 484,198 shares in the last quarter. Finally, Vanguard Group Inc. boosted its position in Cheniere Energy by 2.0% during the fourth quarter. Vanguard Group Inc. now owns 21,219,557 shares of the energy company’s stock valued at $4,124,870,000 after purchasing an additional 414,022 shares during the last quarter. 87.26% of the stock is owned by institutional investors. Analyst Upgrades and Downgrades Several research analysts have weighed in on the company. Royal Bank Of Canada boosted their price target on Cheniere Energy from $286.00 to $300.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 14th. Jefferies Financial Group increased their price objective on Cheniere Energy from $275.00 to $330.00 and gave the company a “buy” rating in a report on Tuesday, April 7th. Zacks Research raised shares of Cheniere Energy from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Weiss Ratings downgraded shares of Cheniere Energy from a “buy (b)” rating to a “hold (c)” rating in a report on Monday, May 11th. Finally, Morgan Stanley dropped their price target on shares of Cheniere Energy from $313.00 to $308.00 and set an “overweight” rating on the stock in a research report on Tuesday, April 21st. Three analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $298.88. Get Our Latest Stock Analysis on LNG Cheniere Energy Stock Down 1.0% Shares of LNG opened at $269.27 on Friday. The company has a current ratio of 0.57, a quick ratio of 0.48 and a debt-to-equity ratio of 2.55. The stock has a market capitalization of $56.43 billion, a PE ratio of 44.29 and a beta of -0.01. The firm’s 50 day moving average is $244.52 and its 200-day moving average is $242.07. Cheniere Energy, Inc. has a 12 month low of $186.20 and a 12 month high of $300.89. Cheniere Energy Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Monday, May 11th were given a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Monday, May 11th. Cheniere Energy’s dividend payout ratio is presently 36.51%. Cheniere Energy Company Profile (Free Report) Cheniere Energy, Inc is a U.S.-based energy company that develops, owns and operates liquefied natural gas (LNG) infrastructure and markets LNG to global customers. The company’s core activities include natural gas liquefaction, long‑term and short‑term LNG sales and marketing, and the associated midstream services required to move gas from production basins to international markets. Cheniere focuses on converting domestic natural gas into LNG for export, providing a bridge between North American supply and overseas demand. Cheniere’s principal operating assets are large-scale LNG export terminals located on the U.S. Further Reading Five stocks we like better than Cheniere Energy AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Cheniere Energy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Cheniere Energy and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEABN Amro Investment Solutions Takes $1.34 Million Position in Flex Ltd. $FLEX NEXT HEADLINE »Boreal Capital Management LLC Has $2.68 Million Stock Holdings in Invesco QQQ $QQQ |
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Generac Holdings Inc. $GNRC Shares Bought by Allspring Global Investments Holdings LLC | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Allspring Global Investments Holdings LLC raised its position in shares of Generac Holdings Inc. (NYSE:GNRC – Free Report) by 52.5% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 19,418 shares of the technology company’s stock after purchasing an additional 6,682 shares during the period. Allspring Global Investments Holdings LLC’s holdings in Generac were worth $3,865,000 at the end of the most recent quarter. Several other large investors also recently made changes to their positions in the company. Invesco Ltd. lifted its position in Generac by 49.9% in the fourth quarter. Invesco Ltd. now owns 2,423,971 shares of the technology company’s stock worth $330,557,000 after purchasing an additional 806,430 shares during the period. State Street Corp raised its stake in shares of Generac by 2.1% in the 2nd quarter. State Street Corp now owns 2,189,927 shares of the technology company’s stock worth $313,619,000 after buying an additional 45,592 shares in the last quarter. Boston Partners raised its stake in shares of Generac by 7.1% in the 3rd quarter. Boston Partners now owns 1,947,332 shares of the technology company’s stock worth $326,003,000 after buying an additional 128,439 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Generac by 0.4% in the fourth quarter. Geode Capital Management LLC now owns 1,490,876 shares of the technology company’s stock valued at $202,943,000 after buying an additional 6,332 shares during the period. Finally, Arrowstreet Capital Limited Partnership grew its holdings in Generac by 20.7% during the third quarter. Arrowstreet Capital Limited Partnership now owns 1,104,362 shares of the technology company’s stock worth $184,870,000 after acquiring an additional 189,457 shares during the period. Institutional investors and hedge funds own 84.04% of the company’s stock. Insider Activity at Generac In other news, CEO Aaron Jagdfeld sold 5,000 shares of the business’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $272.18, for a total transaction of $1,360,900.00. Following the completion of the sale, the chief executive officer owned 564,528 shares in the company, valued at $153,653,231.04. The trade was a 0.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Norman P. Taffe sold 550 shares of Generac stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $256.00, for a total value of $140,800.00. Following the completion of the sale, the insider owned 15,808 shares of the company’s stock, valued at approximately $4,046,848. The trade was a 3.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 6,100 shares of company stock worth $1,651,443 over the last three months. 2.40% of the stock is owned by insiders. Wall Street Analyst Weigh In Several equities analysts have recently weighed in on the stock. Canaccord Genuity Group raised their price objective on shares of Generac from $300.00 to $325.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Stephens reissued an “overweight” rating and set a $290.00 target price on shares of Generac in a research note on Thursday, May 21st. Raymond James Financial set a $302.00 target price on shares of Generac in a report on Friday, May 22nd. Needham & Company LLC reaffirmed a “buy” rating on shares of Generac in a report on Tuesday, June 2nd. Finally, Weiss Ratings downgraded Generac from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, Generac currently has a consensus rating of “Moderate Buy” and a consensus target price of $286.44. Check Out Our Latest Report on Generac Generac Price Performance Generac stock opened at $202.13 on Friday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.99 and a current ratio of 2.03. The firm has a market cap of $11.90 billion, a P/E ratio of 63.36, a P/E/G ratio of 1.97 and a beta of 1.89. The business’s fifty day moving average is $256.28 and its two-hundred day moving average is $222.70. Generac Holdings Inc. has a 52 week low of $134.80 and a 52 week high of $296.44. Generac (NYSE:GNRC – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The technology company reported $1.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.33 by $0.47. The business had revenue of $1.06 billion during the quarter, compared to analysts’ expectations of $1.05 billion. Generac had a return on equity of 15.45% and a net margin of 4.37%.The firm’s revenue for the quarter was up 12.5% compared to the same quarter last year. During the same period in the previous year, the business posted $1.26 earnings per share. Equities research analysts forecast that Generac Holdings Inc. will post 8.91 earnings per share for the current fiscal year. Generac Profile (Free Report) Generac Holdings Inc (NYSE: GNRC) is a leading manufacturer of backup power generation products for residential, commercial and industrial applications. The company offers a comprehensive portfolio of standby and portable generators, transfer switches and power management systems designed to provide reliable electricity during power outages and other critical situations. With an emphasis on innovation, Generac has expanded its offerings to include clean energy technologies such as battery storage and integrated solar-plus-storage systems. Generac’s product lineup addresses a broad range of customer needs. Recommended Stories Five stocks we like better than Generac AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding GNRC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Generac Holdings Inc. (NYSE:GNRC – Free Report). Receive News & Ratings for Generac Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Generac and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEIntel (NASDAQ:INTC) Price Target Raised to $98.00 at Wedbush NEXT HEADLINE »Intel (NASDAQ:INTC) Price Target Raised to $80.00 at Rosenblatt Securities |
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Fifth Third Bancorp Grows Holdings in Cavco Industries, Inc. $CVCO | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Fifth Third Bancorp lifted its position in Cavco Industries, Inc. (NASDAQ:CVCO – Free Report) by 599.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,824 shares of the construction company’s stock after purchasing an additional 2,420 shares during the period. Fifth Third Bancorp’s holdings in Cavco Industries were worth $1,367,000 as of its most recent filing with the Securities and Exchange Commission (SEC). A number of other large investors also recently modified their holdings of CVCO. Aster Capital Management DIFC Ltd purchased a new position in shares of Cavco Industries during the fourth quarter valued at about $46,000. Kemnay Advisory Services Inc. purchased a new position in Cavco Industries during the 4th quarter valued at approximately $50,000. Los Angeles Capital Management LLC bought a new stake in Cavco Industries in the 4th quarter worth approximately $54,000. Danske Bank A S purchased a new stake in shares of Cavco Industries during the 3rd quarter worth approximately $58,000. Finally, CIBC Private Wealth Group LLC raised its holdings in shares of Cavco Industries by 72.5% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 119 shares of the construction company’s stock worth $69,000 after acquiring an additional 50 shares in the last quarter. Hedge funds and other institutional investors own 95.56% of the company’s stock. Insider Buying and Selling In other Cavco Industries news, EVP Allison Aden sold 1,473 shares of the firm’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $625.00, for a total value of $920,625.00. Following the transaction, the executive vice president owned 9,147 shares in the company, valued at approximately $5,716,875. This trade represents a 13.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Richard A. Kerley sold 500 shares of the stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $588.76, for a total transaction of $294,380.00. Following the completion of the sale, the director owned 6,169 shares of the company’s stock, valued at approximately $3,632,060.44. The trade was a 7.50% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 3,541 shares of company stock worth $2,121,932. Insiders own 1.70% of the company’s stock. Cavco Industries Stock Up 1.4% CVCO opened at $569.77 on Friday. Cavco Industries, Inc. has a 52-week low of $397.38 and a 52-week high of $713.01. The company has a market cap of $4.39 billion, a P/E ratio of 23.77 and a beta of 1.28. The firm’s 50-day moving average price is $565.24 and its 200-day moving average price is $553.70. Cavco Industries (NASDAQ:CVCO – Get Free Report) last issued its quarterly earnings data on Thursday, May 21st. The construction company reported $5.42 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.30 by $0.12. Cavco Industries had a return on equity of 17.55% and a net margin of 8.49%.The business had revenue of $550.13 million during the quarter, compared to analysts’ expectations of $571.06 million. On average, research analysts anticipate that Cavco Industries, Inc. will post 24.5 EPS for the current fiscal year. Analyst Upgrades and Downgrades CVCO has been the subject of a number of recent research reports. Weiss Ratings reissued a “hold (c+)” rating on shares of Cavco Industries in a research note on Tuesday, May 26th. Zacks Research raised shares of Cavco Industries from a “strong sell” rating to a “hold” rating in a report on Friday, April 3rd. Finally, UBS Group began coverage on Cavco Industries in a research note on Friday, June 5th. They set a “buy” rating and a $700.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Cavco Industries presently has a consensus rating of “Moderate Buy” and an average target price of $625.00. Check Out Our Latest Stock Analysis on CVCO Cavco Industries Profile (Free Report) Cavco Industries, Inc is a leading designer, manufacturer and retailer of factory-built homes and modular structures. The company produces a range of HUD-code manufactured homes, modular buildings, park model RVs and cabins through its network of production facilities. Its offerings cater to both residential and commercial markets, including customizable single- and multi-section homes, workforce and affordable housing solutions, educational and healthcare modules, as well as specialty lodging products for the recreational vehicle and hospitality industries. Since its founding in 1967, Cavco has grown through strategic investments and acquisitions, expanding its footprint across the United States and into parts of Canada and Mexico. Recommended Stories Five stocks we like better than Cavco Industries AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Cavco Industries Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Cavco Industries and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEFifth Third Bancorp Increases Stock Position in Pegasystems Inc. $PEGA NEXT HEADLINE »Fifth Third Bancorp Increases Stock Holdings in Protagonist Therapeutics, Inc. $PTGX |
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Billionaire Investor Seth Klarman's Top 5 Stocks: Would He Buy More Today? | FMP Stock News | |
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Seth Klarman’s Baupost Group rarely shows its cards, so when the latest 13F filing (holdings as of March 31, 2026, filed May 14, 2026) disclosed his five largest long common-stock positions, the disclosure read like a treasure map. One of them, an industrial distributor most retail investors have never heard of, posted YoY earnings growth of 48.1% while quietly becoming a pure-play on the AI data-center buildout. If Klarman is buying value where nobody is looking, this is the list to reverse-engineer before the next 13F resets the game.1. Wesco International: The Surprise Data-Center Kingmaker Klarman built his career on mispriced compounders hiding in plain sight, and Wesco International (NYSE:WCC | WCC Price Prediction) is exactly that. The electrical and communications distributor sells the picks and shovels of the AI infrastructure boom, from switchgear to fiber to the copper that connects hyperscaler racks. When Goldman, PineBridge, and Neuberger all frame 2026 as an AI capex-driven multiyear infrastructure cycle spanning data centers, power, and grid upgrades, Wesco sits on the receiving end of every purchase order. Q1 2026 confirmed the thesis violently. Data center sales of $1.4 billion were up approximately 70% YoY, now representing 24% of total revenue, while backlog jumped 22% to a new record and adjusted diluted EPS climbed 52.5% YoY to $3.37. Management raised full-year 2026 adjusted EPS guidance to $15.00 to $17.00. Our model tags WCC a BUY with 20.1% upside to a base case of $393.94, backed by 82% bullish analyst sentiment and a confidence level of 0.9. Shares are already up 65.23% over the past year. Klarman had a reason to size this position first. The reason gets bigger when the next name enters the room. Error: Invalid chart data JSON 2. Amazon: The Heavyweight That Still Has Room to Run The obvious anchor. Amazon (NASDAQ:AMZN) is Klarman’s largest disclosed common-stock holding and the highest-conviction way to own the same AI capex cycle Wesco sells into. AWS is the customer that funds the buildout, and Andy Jassy just told the market “AWS is growing 28% (our fastest growth in 15 quarters)… our chips business topped a $20 billion revenue run rate.” That is a hyperscaler compounding faster on a bigger base, exactly what mega-cap bulls need to justify the multiple. Q1 2026 was a five-peat: EPS of $2.78 vs $1.73 estimate, a 60.69% beat and the fifth consecutive EPS beat, on revenue of $181.52B, up 16.6% YoY. Advertising ran to $17.24B, up 24%, and management guided Q2 sales to $194 to $199B. Meanwhile, prediction markets assign a 98.5% probability that Amazon’s 2026 capex exceeds $170B, with meaningful mass above $200B. That is the demand signal for every downstream infrastructure name on this list. Our read is BUY with 31.18% upside to $324.47 and a 94% bullish analyst consensus (62 buy or strong buy ratings, 0 sells). Shares are up 8.26% YTD at $247.38. Klarman’s next position swings hard in the opposite direction: value, not growth, and bleeding on the front page. 3. Elevance Health: The Contrarian Managed-Care Bet This is the Klarman trade in its purest form. Elevance Health (NYSE:ELV) is dumped, hated, and pricing in a permanent margin impairment that the company itself is telling investors will reverse. The July 15 earnings report landed with a thud: benefit expense ratio of 89.7%, up 80 basis points, Health Benefits operating gain compressed to $896M from $1.56B YoY, and the stock got hit for -11.31% over one week. Klarman buys numbers. CEO Gail Boudreaux told investors, “We are raising our 2026 adjusted EPS guidance to at least $27.00… reinforce our confidence in returning to at least 12% adjusted EPS growth in 2027.” Elevance carries $5.3B of remaining buyback authorization and raised operating cash flow guidance to at least $6.0B. On a forward EPS of $32.39, that is an implied P/E of 13. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today. Our conviction: BUY with 42.87% upside to a base case of $529.66, backed by zero sell ratings across 22 analysts and a beta of 0.68 that keeps a lid on drawdown volatility. This is the position Klarman would rationally add to on weakness. The fourth name plays a different game entirely: predictable cash and quiet compounding. Error: Invalid chart data JSON 4. Restaurant Brands International: The Cash-Flow Compounder Every Klarman portfolio needs a boring cash machine. Restaurant Brands International (NYSE:QSR) is that name. Franchised royalty streams from Burger King, Tim Hortons, Popeyes, and Firehouse Subs throw off cash regardless of the macro cycle, and the Reclaim the Flame turnaround at Burger King US is finally showing up in comps. Q1 2026 delivered Burger King US comparable sales of +5.8% vs -1.1% prior year, a 20th consecutive quarter of positive Tim Hortons comps at +1.6%, and free cash flow of $169M, up 212.96%. Management is targeting 8%+ organic adjusted operating income growth for FY2026 and has $500M of share repurchases planned alongside a $0.65 quarterly dividend. Here is the read: our model tags QSR a HOLD with only 3.45% base case upside to $77.73, because shares are already up 15.1% YTD and are approaching fair value. The beta of 0.53 and 64% analyst bullish sentiment mean this position is doing exactly what Klarman needs it to do: protect capital while the swing positions work. The payoff at #5 is where the real optionality lives. 5. Union Pacific: The Transcontinental Payoff The catalyst nobody else on this list has. Union Pacific (NYSE:UNP) is in the regulatory process to acquire Norfolk Southern and create the first transcontinental railroad in US history. CEO Jim Vena laid it out: “As we advance through the regulatory process to create America’s first transcontinental railroad, we have a solid foundation for another year of industry-leading results.” If the deal clears, the combined entity locks in a coast-to-coast freight moat that nobody can replicate. The operating base is already elite. Q1 2026 posted an adjusted operating ratio of 59.9%, improved 80 basis points, terminal dwell of 19.7 hours (best-ever, up 11%), and adjusted diluted EPS of $2.93 vs $2.86 estimate. Prediction markets are pricing in a 68% probability UNP beats quarterly earnings at the upcoming July 23 report. Shares have already moved: up 30.8% YTD and 32.46% over one year to $300.59. Our model reads BUY with 9.52% upside to $329.22, but that base case explicitly excludes merger synergies. The 65% bullish analyst consensus hasn’t fully priced in the transcontinental optionality yet. That is the payoff Klarman is holding. Error: Invalid chart data JSON The Klarman Playbook, Reassembled Read the five together and the strategy snaps into focus: Wesco and Amazon are the AI capex barbell, Elevance is the bruised value reversal, QSR is the cash-flow ballast, and Union Pacific is the catalyst-driven kicker. Four of the five carry BUY conviction with double-digit or better base case upside from current levels. The next 13F drops in mid-August and will reset the board. Investors waiting for the filing to confirm what the numbers already say are trading position sizing for hindsight. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections. |
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United Rentals, Inc. $URI Shares Purchased by Arrowstreet Capital Limited Partnership | FMP Stock News | |
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Arrowstreet Capital Limited Partnership grew its stake in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 81.0% in the first quarter, according to its most recent filing with the SEC. The fund owned 230,238 shares of the construction company’s stock after acquiring an additional 103,039 shares during the period. Arrowstreet Capital Limited Partnership owned about 0.37% of United Rentals worth $167,742,000 at the end of the most recent reporting period.Other hedge funds have also modified their holdings of the company. Woodline Partners LP raised its stake in United Rentals by 40.0% during the 1st quarter. Woodline Partners LP now owns 5,518 shares of the construction company’s stock valued at $3,458,000 after purchasing an additional 1,577 shares during the period. Sei Investments Co. raised its position in United Rentals by 24.7% during the second quarter. Sei Investments Co. now owns 27,136 shares of the construction company’s stock valued at $20,444,000 after buying an additional 5,375 shares during the period. Treasurer of the State of North Carolina lifted its stake in United Rentals by 43.6% in the 2nd quarter. Treasurer of the State of North Carolina now owns 56,057 shares of the construction company’s stock worth $42,233,000 after acquiring an additional 17,030 shares in the last quarter. HUB Investment Partners LLC boosted its position in United Rentals by 11.3% during the 2nd quarter. HUB Investment Partners LLC now owns 2,205 shares of the construction company’s stock worth $1,661,000 after acquiring an additional 223 shares during the period. Finally, Diversify Advisory Services LLC boosted its position in United Rentals by 338.7% during the 2nd quarter. Diversify Advisory Services LLC now owns 1,654 shares of the construction company’s stock worth $1,246,000 after acquiring an additional 1,277 shares during the period. 96.26% of the stock is currently owned by institutional investors and hedge funds. Insider Buying and Selling In related news, EVP Craig Adam Pintoff sold 2,466 shares of the company’s stock in a transaction on Monday, April 27th. The shares were sold at an average price of $963.00, for a total transaction of $2,374,758.00. Following the completion of the transaction, the executive vice president directly owned 14,774 shares in the company, valued at $14,227,362. This represents a 14.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Joli L. Gross sold 306 shares of the stock in a transaction on Monday, April 27th. The shares were sold at an average price of $954.99, for a total transaction of $292,226.94. Following the completion of the sale, the senior vice president directly owned 5,738 shares of the company’s stock, valued at approximately $5,479,732.62. This trade represents a 5.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.47% of the stock is owned by insiders. Analyst Ratings Changes A number of brokerages have recently weighed in on URI. Wells Fargo & Company upped their target price on United Rentals from $1,245.00 to $1,355.00 and gave the company an “overweight” rating in a report on Friday. Bank of America raised their price target on shares of United Rentals from $1,195.00 to $1,300.00 and gave the stock a “buy” rating in a report on Thursday. Sanford C. Bernstein set a $903.00 price objective on shares of United Rentals and gave the company an “outperform” rating in a research report on Thursday, April 9th. Barclays upped their price objective on shares of United Rentals from $715.00 to $950.00 and gave the company an “underweight” rating in a research note on Friday. Finally, Weiss Ratings lowered shares of United Rentals from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, July 9th. Fourteen research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, United Rentals currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,226.50. View Our Latest Stock Analysis on United Rentals Key Stories Impacting United Rentals Here are the key news stories impacting United Rentals this week: Positive Sentiment: JPMorgan raised its price target on United Rentals to $1,235 and kept an overweight rating, signaling confidence in continued upside. JPMorgan price target increase Positive Sentiment: Truist boosted its target to $1,466 and maintained a buy rating, reflecting a more optimistic view of URI’s earnings power and demand trends. Truist price target increase Positive Sentiment: Citigroup raised its target to $1,330 with a buy rating after the company’s strong Q2 results and improved guidance. Citigroup price target increase Positive Sentiment: Bank of America increased its target to $1,300 and reiterated a buy rating, adding to the positive analyst momentum around the stock. Bank of America price target increase Positive Sentiment: United Rentals reported Q2 earnings of $12.76 per share and revenue of $4.41 billion, both ahead of expectations, and raised full-year guidance on stronger rental growth and demand. Q2 earnings beat and guidance raise Neutral Sentiment: The company also declared a quarterly dividend of $1.97 per share, which is a modest shareholder-return update but not likely the main driver of today’s trading. Dividend announcement United Rentals Stock Up 0.0% URI stock opened at $1,140.19 on Friday. The stock has a market capitalization of $71.43 billion, a price-to-earnings ratio of 27.38, a price-to-earnings-growth ratio of 1.82 and a beta of 1.79. The company has a 50-day moving average of $1,052.87 and a two-hundred day moving average of $919.10. United Rentals, Inc. has a 52-week low of $701.59 and a 52-week high of $1,177.67. The company has a debt-to-equity ratio of 1.38, a current ratio of 0.76 and a quick ratio of 0.74. United Rentals (NYSE:URI – Get Free Report) last posted its quarterly earnings data on Tuesday, July 21st. The construction company reported $12.76 EPS for the quarter, topping analysts’ consensus estimates of $11.53 by $1.23. United Rentals had a return on equity of 31.72% and a net margin of 15.67%.The business had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.22 billion. During the same period in the previous year, the company posted $10.47 earnings per share. The firm’s revenue for the quarter was up 11.8% on a year-over-year basis. As a group, equities research analysts anticipate that United Rentals, Inc. will post 46.85 EPS for the current year. United Rentals Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be given a $1.97 dividend. This represents a $7.88 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Wednesday, August 12th. United Rentals’s payout ratio is currently 18.92%. United Rentals Profile (Free Report) United Rentals, Inc (NYSE: URI) is a leading equipment rental company headquartered in Stamford, Connecticut. The firm provides rental solutions and related services to construction, industrial, commercial, and municipal customers. Its business model centers on providing access to a broad fleet of equipment on a short-term or long-term basis, enabling customers to avoid the capital expenditure of ownership and to scale equipment use to match project needs. The company’s product and service offerings span general construction equipment and a range of specialty categories, including aerial work platforms, earthmoving and excavation machines, material handling equipment, pumps, power and HVAC systems, trench and shoring solutions, and tools. Read More Five stocks we like better than United Rentals AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding URI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for United Rentals, Inc. (NYSE:URI – Free Report). Receive News & Ratings for United Rentals Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for United Rentals and related companies with MarketBeat.com's FREE daily email newsletter. |
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2026-07-25 10:16
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United Rentals CFO Sells Shares After Earnings Pop. Should Investors Follow? | FMP Stock News | |
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William E. Grace, EVP, CFO at United Rentals, Inc. (URI +0.17%), sold 1,500 shares of common stock on July 24, 2026, according to a SEC Form 4 filing.Transaction summaryMetricValueTransaction value$1.7 millionShares sold1,500Post-transaction shares (directly held)6,061Post-transaction value$6.92 millionTransaction value based on SEC Form 4 weighted average sale price ($1,133.15); post-transaction value based on July 24, 2026 market close ($1,141.59). Key questionsHow does this sale align with the stock's recent performance? The sale was executed at $1,133.15 per share, following a one-year return of 30% for United Rentals as of the July 24, 2026 transaction date.What is the scale of the executive's remaining equity position? Following the sale, Grace maintains direct ownership of 6,061 shares, representing a market value of $6.92 million as of the July 24, market close.Company OverviewMetricValueShare Price (as of market close 2026-07-23)$1,139.71Market Capitalization$71.1 billionRevenue (TTM)$16.8 billionNet Income (TTM)$2.6 billionCompany SnapshotUnited Rentals operates as a leading equipment rental provider offering a comprehensive portfolio of construction and industrial machinery, aerial work platforms, and specialty equipment through its General Rentals and Specialty divisions, generating the majority of revenues from equipment rental and related services.The company operates a capital-intensive rental business model that generates recurring revenue through equipment leasing to construction, industrial, and commercial customers, supplemented by ancillary services including equipment maintenance, delivery, and specialized technical support.The company serves a diverse customer base, including construction contractors, industrial manufacturers, energy companies, and commercial enterprises, with particular strength in serving mid-market and large-scale construction and infrastructure projects across North America.United Rentals, Inc. is the largest equipment rental company in North America with a market capitalization of $71.1 billion and TTM revenues of $16.8 billion, reflecting its dominant position in the fragmented rental and leasing services industry. The company leverages an extensive fleet of equipment, strategic geographic distribution across North America, and a diversified customer base to maintain competitive advantages in pricing power and service delivery. With 28,500 employees and a 30.43% one-year stock price appreciation, United Rentals demonstrates strong operational execution and capital allocation discipline in a cyclical yet structurally growing market. What this transaction means for investorsUnited Rentals CEO William Grace sold 1,500 shares two days after the company reported record quarterly results and raised annual guidance. Shares popped more than 10% on that news. Grace’s share sale was timely, as United Rentals’ stock is at an all-time high. That doesn’t mean the company CFO is calling a top, though. Grace still holds over 6,000 shares. Company executives sell stock for many reasons, including for personal spending needs. The company raised full-year revenue, earnings, and operating cash guidance after the strong results. United Rentals CEO Matthew Flannery stated, “Looking ahead, I am very pleased that we are again raising our guidance for the year, supported by the tailwinds we see across large projects, customer backlogs, and the momentum witnessed year-to-date.” Investors should take note. Business from reshoring manufacturing, growing data center construction, energy projects, and infrastructure investments should continue to provide a strong base for the company. Today's Change ( 0.17 %) $ 1.88 Current Price $ 1,141.59 Investors shouldn’t worry about the CFO’s share sale. The company’s underlying business is well-positioned for further growth. More record results could easily keep shares moving to new record highs. |
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WEEX Named Most Secure Crypto Exchange at CoinGape Web3 Innovation Awards 2026 | CoinGecko News | |
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WEEX Named Most Secure Crypto Exchange at CoinGape Web3 Innovation Awards 2026 |
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Bitcoin Is Testing a Crucial Level: Breakout or Breakdown Next? | CoinGecko News | |
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Bitcoin Is Testing a Crucial Level: Breakout or Breakdown Next? |
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2026-07-25 03:43
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Arrowstreet Capital Limited Partnership Raises Holdings in IQVIA Holdings Inc. $IQV | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Arrowstreet Capital Limited Partnership raised its stake in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 3.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 992,190 shares of the medical research company’s stock after acquiring an additional 30,051 shares during the quarter. Arrowstreet Capital Limited Partnership owned approximately 0.59% of IQVIA worth $169,208,000 at the end of the most recent reporting period. A number of other hedge funds and other institutional investors have also made changes to their positions in IQV. Ameliora Wealth Management Ltd. purchased a new position in shares of IQVIA during the 4th quarter valued at approximately $25,000. Financial Freedom LLC purchased a new stake in IQVIA during the first quarter worth $25,000. Ascentis Independent Advisors acquired a new stake in IQVIA during the first quarter valued at $25,000. International Assets Investment Management LLC purchased a new position in IQVIA in the fourth quarter valued at $27,000. Finally, Gilpin Wealth Management LLC acquired a new position in shares of IQVIA in the fourth quarter worth about $27,000. Institutional investors and hedge funds own 89.62% of the company’s stock. Wall Street Analyst Weigh In IQV has been the topic of a number of analyst reports. HSBC restated a “buy” rating and set a $240.00 target price on shares of IQVIA in a research report on Monday, July 6th. Robert W. Baird increased their price target on IQVIA from $230.00 to $249.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 1st. Morgan Stanley restated an “equal weight” rating and issued a $200.00 price objective (down from $225.00) on shares of IQVIA in a research report on Wednesday, June 17th. Evercore reaffirmed an “outperform” rating and set a $185.00 target price on shares of IQVIA in a research note on Wednesday, April 8th. Finally, Deutsche Bank Aktiengesellschaft set a $240.00 target price on IQVIA in a research report on Thursday, July 9th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, IQVIA currently has a consensus rating of “Moderate Buy” and an average price target of $225.71. Read Our Latest Report on IQVIA IQVIA Stock Up 0.4% Shares of NYSE IQV opened at $208.22 on Friday. The company has a quick ratio of 0.75, a current ratio of 0.75 and a debt-to-equity ratio of 2.20. The business’s 50 day moving average is $188.23 and its two-hundred day moving average is $187.38. IQVIA Holdings Inc. has a 52-week low of $154.50 and a 52-week high of $247.04. The firm has a market cap of $34.75 billion, a price-to-earnings ratio of 25.80, a PEG ratio of 1.86 and a beta of 1.20. IQVIA (NYSE:IQV – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The medical research company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.83 by $0.07. The business had revenue of $4.15 billion during the quarter, compared to analyst estimates of $4.10 billion. IQVIA had a return on equity of 30.50% and a net margin of 8.33%.The company’s quarterly revenue was up 8.4% on a year-over-year basis. During the same period last year, the business posted $2.70 earnings per share. IQVIA has set its FY 2026 guidance at 12.650-12.950 EPS. Research analysts predict that IQVIA Holdings Inc. will post 11.57 EPS for the current year. IQVIA announced that its Board of Directors has authorized a stock repurchase program on Thursday, May 7th that allows the company to buyback $2.00 billion in outstanding shares. This buyback authorization allows the medical research company to purchase up to 6.8% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its shares are undervalued. IQVIA Profile (Free Report) IQVIA (NYSE: IQV) is a global provider of advanced analytics, technology solutions and contract research services to the life sciences industry. The company combines clinical research capabilities with large-scale health data and analytics to support drug development, regulatory reporting, commercial strategy and real‑world evidence generation. IQVIA traces its current form to the combination of Quintiles and IMS Health announced in 2016 and subsequently rebranded as IQVIA, bringing together long-established clinical research operations and extensive healthcare information assets. IQVIA’s principal activities include outsourced clinical development services (acting as a contract research organization for phases I–IV), real‑world evidence and observational research, regulatory and safety services, and a suite of technology platforms that enable data integration, analytics and operational management. Featured Articles Five stocks we like better than IQVIA AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding IQV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for IQVIA Holdings Inc. (NYSE:IQV – Free Report). Receive News & Ratings for IQVIA Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for IQVIA and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEArrowstreet Capital Limited Partnership Boosts Stock Holdings in Waste Management, Inc. $WM NEXT HEADLINE »Arrowstreet Capital Limited Partnership Cuts Stake in Nu Holdings Ltd. $NU |
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2026-07-25 04:05
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ESCO Technologies Inc. $ESE Shares Sold by Allspring Global Investments Holdings LLC | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Allspring Global Investments Holdings LLC decreased its holdings in ESCO Technologies Inc. (NYSE:ESE – Free Report) by 43.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,185 shares of the scientific and technical instruments company’s stock after selling 8,515 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in ESCO Technologies were worth $3,279,000 at the end of the most recent quarter. Other large investors have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. increased its stake in ESCO Technologies by 97,963,600.0% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,938,911 shares of the scientific and technical instruments company’s stock worth $574,234,000 after buying an additional 2,938,908 shares during the period. Capital World Investors lifted its stake in shares of ESCO Technologies by 103.4% in the 4th quarter. Capital World Investors now owns 902,956 shares of the scientific and technical instruments company’s stock worth $176,429,000 after acquiring an additional 458,980 shares during the period. Alliancebernstein L.P. grew its holdings in ESCO Technologies by 1,204.3% during the third quarter. Alliancebernstein L.P. now owns 432,050 shares of the scientific and technical instruments company’s stock worth $91,210,000 after acquiring an additional 398,926 shares during the period. Wasatch Advisors LP acquired a new position in ESCO Technologies in the first quarter worth approximately $81,106,000. Finally, Invesco Ltd. increased its stake in ESCO Technologies by 26.0% in the 3rd quarter. Invesco Ltd. now owns 891,144 shares of the scientific and technical instruments company’s stock worth $188,129,000 after purchasing an additional 183,900 shares in the last quarter. 95.70% of the stock is currently owned by hedge funds and other institutional investors. ESCO Technologies Stock Performance Shares of ESE stock opened at $327.56 on Friday. The stock has a market cap of $8.49 billion, a PE ratio of 27.55, a price-to-earnings-growth ratio of 2.03 and a beta of 1.09. ESCO Technologies Inc. has a one year low of $174.92 and a one year high of $362.15. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.45 and a quick ratio of 0.98. The stock has a 50-day moving average of $320.19 and a 200-day moving average of $288.62. ESCO Technologies (NYSE:ESE – Get Free Report) last issued its quarterly earnings data on Thursday, May 7th. The scientific and technical instruments company reported $1.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.90 by $0.01. ESCO Technologies had a net margin of 24.69% and a return on equity of 12.88%. The company had revenue of $309.34 million during the quarter, compared to the consensus estimate of $307.88 million. During the same quarter in the prior year, the firm earned $1.35 earnings per share. The firm’s revenue was up 33.5% compared to the same quarter last year. ESCO Technologies has set its Q3 2026 guidance at 2.050-2.150 EPS and its FY 2026 guidance at 8.000-8.250 EPS. As a group, sell-side analysts expect that ESCO Technologies Inc. will post 8.2 earnings per share for the current year. ESCO Technologies Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Thursday, July 2nd were paid a $0.08 dividend. The ex-dividend date was Thursday, July 2nd. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. ESCO Technologies’s dividend payout ratio is 2.69%. Analyst Upgrades and Downgrades A number of analysts have recently issued reports on ESE shares. Wall Street Zen lowered shares of ESCO Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Weiss Ratings upgraded shares of ESCO Technologies from a “buy (a-)” rating to a “buy (a)” rating in a research note on Tuesday. JPMorgan Chase & Co. assumed coverage on shares of ESCO Technologies in a research report on Monday, June 15th. They issued an “overweight” rating and a $420.00 target price for the company. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $400.00 price target on shares of ESCO Technologies in a report on Friday, April 17th. Two research analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $410.00. Read Our Latest Report on ESE ESCO Technologies Profile (Free Report) ESCO Technologies Inc is a diversified manufacturer of engineered products and systems designed to meet customers’ critical performance requirements in the test, measurement, control, and filtration of data, fluids, and gases. The company serves a wide range of end markets, including commercial aerospace, defense, industrial, medical, and communication network sectors. ESCO’s solutions are tailored to environments where reliability, precision and regulatory compliance are paramount. Operating through multiple business segments, ESCO Technologies delivers test and measurement instruments such as RF and microwave components, signal distribution systems, and integrated test enclosures that support defense and aerospace programs. Further Reading Five stocks we like better than ESCO Technologies AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for ESCO Technologies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for ESCO Technologies and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEBank of New York Mellon Corp Sells 120,047 Shares of American Airlines Group Inc. $AAL NEXT HEADLINE »Arrowhead Pharmaceuticals, Inc. $ARWR Shares Purchased by Affinity Asset Advisors LLC |
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2026-07-25 03:49
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Ameriprise Financial, Inc. $AMP Shares Sold by Aristotle Capital Management LLC | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026Aristotle Capital Management LLC lessened its position in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 4.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,211,677 shares of the financial services provider’s stock after selling 100,253 shares during the quarter. Ameriprise Financial makes up 2.1% of Aristotle Capital Management LLC’s investment portfolio, making the stock its 12th largest holding. Aristotle Capital Management LLC owned approximately 2.46% of Ameriprise Financial worth $982,906,000 at the end of the most recent quarter. Several other institutional investors have also modified their holdings of the company. Healthcare of Ontario Pension Plan Trust Fund raised its holdings in Ameriprise Financial by 191.2% during the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 280,033 shares of the financial services provider’s stock worth $124,447,000 after purchasing an additional 183,856 shares in the last quarter. Renaissance Technologies LLC lifted its stake in shares of Ameriprise Financial by 88.3% during the 1st quarter. Renaissance Technologies LLC now owns 145,000 shares of the financial services provider’s stock worth $64,438,000 after purchasing an additional 68,000 shares during the period. Gabelli Funds LLC boosted its holdings in shares of Ameriprise Financial by 2.1% in the 1st quarter. Gabelli Funds LLC now owns 5,353 shares of the financial services provider’s stock valued at $2,379,000 after purchasing an additional 111 shares during the last quarter. Modern Wealth Management LLC grew its position in Ameriprise Financial by 6.3% during the first quarter. Modern Wealth Management LLC now owns 1,596 shares of the financial services provider’s stock valued at $697,000 after acquiring an additional 94 shares during the period. Finally, Arrowstreet Capital Limited Partnership acquired a new stake in Ameriprise Financial in the 1st quarter valued at $10,728,000. 83.95% of the stock is owned by hedge funds and other institutional investors. Ameriprise Financial Stock Up 1.7% Shares of Ameriprise Financial stock opened at $528.79 on Friday. The stock has a market cap of $47.54 billion, a PE ratio of 12.75, a price-to-earnings-growth ratio of 0.93 and a beta of 1.16. The business has a fifty day simple moving average of $476.19 and a 200 day simple moving average of $475.03. The company has a quick ratio of 0.66, a current ratio of 0.71 and a debt-to-equity ratio of 0.99. Ameriprise Financial, Inc. has a 12 month low of $422.37 and a 12 month high of $550.18. Ameriprise Financial (NYSE:AMP – Get Free Report) last released its quarterly earnings data on Thursday, July 23rd. The financial services provider reported $11.07 EPS for the quarter, beating analysts’ consensus estimates of $10.81 by $0.26. Ameriprise Financial had a net margin of 20.24% and a return on equity of 64.19%. The business had revenue of $4.90 billion during the quarter, compared to analysts’ expectations of $4.87 billion. During the same quarter in the prior year, the company earned $9.11 EPS. The firm’s quarterly revenue was up 11.6% on a year-over-year basis. Research analysts predict that Ameriprise Financial, Inc. will post 43.74 EPS for the current year. Ameriprise Financial Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 21st. Investors of record on Monday, August 3rd will be given a dividend of $1.70 per share. This represents a $6.80 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Monday, August 3rd. Ameriprise Financial’s dividend payout ratio is currently 16.91%. Insider Activity at Ameriprise Financial In other news, EVP Gerard P. Smyth sold 6,255 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $472.52, for a total value of $2,955,612.60. Following the completion of the sale, the executive vice president directly owned 6,103 shares of the company’s stock, valued at $2,883,789.56. This represents a 50.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Robert Francis Sharpe, Jr. sold 1,200 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $465.83, for a total value of $558,996.00. Following the completion of the transaction, the director owned 6,300 shares of the company’s stock, valued at $2,934,729. This trade represents a 16.00% decrease in their position. The SEC filing for this sale provides additional information. 0.60% of the stock is owned by corporate insiders. Key Headlines Impacting Ameriprise Financial Here are the key news stories impacting Ameriprise Financial this week: Positive Sentiment: Ameriprise beat Q2 estimates, reporting EPS of $11.07 versus expectations of $10.81 and revenue of $4.90 billion versus $4.87 billion expected, with revenue up 11.6% year over year. Stronger fee income and record AUM/AUA levels suggest healthy operating momentum. Ameriprise Financial Announces Second Quarter 2026 Results Positive Sentiment: Management highlighted growth and return on equity on the earnings call, reinforcing the view that the company is executing well despite a higher expense environment. Ameriprise Earnings Call Highlights ROE and Growth Positive Sentiment: Keefe, Bruyette & Woods raised its price target on AMP to $545 from $515, signaling improved valuation support even though the firm kept a market perform rating. Benzinga report on price target increase Neutral Sentiment: The board declared a quarterly dividend of $1.70 per share, payable August 21 to shareholders of record on August 3. This supports the stock’s income profile, but the announcement was largely expected. Ameriprise Financial Declares Regular Quarterly Dividend Neutral Sentiment: Reuters noted that second-quarter profit rose on higher fee income, helped by a market rally that lifted the value of fee-generating assets. Ameriprise Financial quarterly profit rises on higher fee income Wall Street Analysts Forecast Growth AMP has been the topic of a number of analyst reports. Keefe, Bruyette & Woods lifted their target price on Ameriprise Financial from $515.00 to $545.00 and gave the stock a “market perform” rating in a research report on Friday. BMO Capital Markets increased their price target on Ameriprise Financial from $470.00 to $490.00 and gave the stock a “market perform” rating in a research report on Friday, April 24th. Morgan Stanley lifted their price target on Ameriprise Financial from $467.00 to $489.00 and gave the company an “underweight” rating in a report on Friday, July 10th. Piper Sandler upped their price objective on shares of Ameriprise Financial from $471.00 to $518.00 and gave the stock a “neutral” rating in a report on Monday, July 13th. Finally, Jefferies Financial Group boosted their target price on Ameriprise Financial from $636.00 to $645.00 and gave the stock a “buy” rating in a report on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Ameriprise Financial presently has an average rating of “Moderate Buy” and an average target price of $555.33. View Our Latest Stock Report on AMP About Ameriprise Financial (Free Report) Ameriprise Financial, Inc is a diversified financial services company headquartered in Minneapolis, Minnesota. The firm provides a range of advice-based wealth management, asset management and insurance products to individual and institutional clients. Its business model centers on delivering financial planning and investment advice through a network of financial advisors alongside proprietary product offerings designed to meet retirement, protection and accumulation needs. Core products and services include comprehensive financial planning and advisory services, managed investment portfolios, retirement planning solutions, annuities and life insurance products. Featured Articles Five stocks we like better than Ameriprise Financial AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Receive News & Ratings for Ameriprise Financial Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Ameriprise Financial and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEMama’s Creations (NASDAQ:MAMA) Now Covered by William Blair NEXT HEADLINE »T-Mobile US (NASDAQ:TMUS) Price Target Cut to $280.00 by Analysts at Benchmark |
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2026-07-25 15:46
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2026-07-25 04:21
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Allspring Global Investments Holdings LLC Has $3.86 Million Stock Position in Patrick Industries, Inc. $PATK | FMP Stock News | |
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Original source text
Allspring Global Investments Holdings LLC reduced its position in Patrick Industries, Inc. (NASDAQ:PATK – Free Report) by 41.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 34,132 shares of the construction company’s stock after selling 24,455 shares during the period. Allspring Global Investments Holdings LLC owned about 0.10% of Patrick Industries worth $3,857,000 as of its most recent SEC filing.Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. SG Americas Securities LLC lifted its position in shares of Patrick Industries by 12,134.2% in the fourth quarter. SG Americas Securities LLC now owns 259,365 shares of the construction company’s stock worth $28,123,000 after purchasing an additional 257,245 shares in the last quarter. Bessemer Group Inc. increased its stake in Patrick Industries by 3,602.4% in the 4th quarter. Bessemer Group Inc. now owns 149,912 shares of the construction company’s stock valued at $16,255,000 after buying an additional 145,863 shares during the period. Copeland Capital Management LLC increased its stake in shares of Patrick Industries by 23.4% in the fourth quarter. Copeland Capital Management LLC now owns 478,999 shares of the construction company’s stock worth $51,938,000 after acquiring an additional 90,691 shares during the last quarter. Nicholas Investment Partners LP acquired a new position in shares of Patrick Industries in the fourth quarter worth $5,201,000. Finally, HighRoad Wealth Advisors LLC purchased a new stake in shares of Patrick Industries during the fourth quarter worth $1,551,000. 93.29% of the stock is currently owned by hedge funds and other institutional investors. Analysts Set New Price Targets A number of brokerages have commented on PATK. Weiss Ratings downgraded Patrick Industries from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, June 29th. Robert W. Baird set a $110.00 price target on Patrick Industries in a research note on Friday, May 1st. KeyCorp decreased their target price on shares of Patrick Industries from $125.00 to $115.00 and set an “overweight” rating for the company in a research report on Wednesday. Wall Street Zen lowered shares of Patrick Industries from a “buy” rating to a “hold” rating in a research note on Sunday, April 12th. Finally, Benchmark cut their price target on shares of Patrick Industries from $150.00 to $135.00 and set a “buy” rating on the stock in a report on Friday, May 1st. Six research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $119.75. Read Our Latest Stock Analysis on PATK Insider Buying and Selling In related news, insider Jacob R. Petkovich acquired 1,300 shares of the stock in a transaction dated Wednesday, May 6th. The stock was bought at an average price of $95.57 per share, with a total value of $124,241.00. Following the completion of the transaction, the insider directly owned 46,290 shares of the company’s stock, valued at approximately $4,423,935.30. The trade was a 2.89% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director M Scott Welch acquired 10,050 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The shares were bought at an average price of $88.23 per share, for a total transaction of $886,711.50. Following the completion of the acquisition, the director owned 156,000 shares of the company’s stock, valued at $13,763,880. This trade represents a 6.89% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders have acquired 28,700 shares of company stock valued at $2,532,880. 3.80% of the stock is owned by corporate insiders. Patrick Industries Price Performance PATK opened at $84.50 on Friday. The company has a debt-to-equity ratio of 1.16, a current ratio of 2.71 and a quick ratio of 1.04. The company’s 50 day simple moving average is $87.76 and its 200-day simple moving average is $106.81. Patrick Industries, Inc. has a one year low of $81.29 and a one year high of $148.50. The stock has a market capitalization of $2.78 billion, a P/E ratio of 21.67 and a beta of 1.11. Patrick Industries (NASDAQ:PATK – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The construction company reported $1.10 EPS for the quarter, topping the consensus estimate of $1.08 by $0.02. Patrick Industries had a net margin of 3.46% and a return on equity of 13.24%. The company had revenue of $997.17 million during the quarter, compared to analysts’ expectations of $989.06 million. During the same quarter in the previous year, the company earned $1.11 EPS. Patrick Industries’s revenue was down .6% on a year-over-year basis. Sell-side analysts anticipate that Patrick Industries, Inc. will post 4.63 earnings per share for the current fiscal year. Patrick Industries Announces Dividend The business also recently declared a quarterly dividend, which was paid on Monday, June 8th. Shareholders of record on Tuesday, May 26th were paid a $0.47 dividend. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $1.88 dividend on an annualized basis and a yield of 2.2%. Patrick Industries’s payout ratio is presently 48.21%. Patrick Industries Company Profile (Free Report) Patrick Industries, Inc is a leading manufacturer and distributor of component products and building materials for the recreational vehicle (RV), manufactured housing, marine and industrial markets. The company supplies a broad array of interior and exterior products, including cabinetry, countertops, flooring, wall panels and decorative trim. Patrick Industries also offers engineered composites, adhesives, sealants and insulation solutions that cater to both original equipment manufacturers (OEMs) and aftermarket customers across North America. Founded in 1959 and headquartered in Elkhart, Indiana, Patrick Industries began as a small distributor of hardwood and millwork products. Recommended Stories Five stocks we like better than Patrick Industries AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding PATK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Patrick Industries, Inc. (NASDAQ:PATK – Free Report). Receive News & Ratings for Patrick Industries Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Patrick Industries and related companies with MarketBeat.com's FREE daily email newsletter. |
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