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NEW YORK, July 20, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Zillow Group, Inc. (NASDAQ:Z, ZG) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from potential violations of the federal securities laws.

Lead Plaintiff Deadline: August 10, 2026Alleged Misconduct: Securities fraud relating to Zillow’s allegedly anticompetitive agreement with Redfin CorporationLargest Alleged Stock Drop: February 11, 2026 – 16.54% Stock Drop on Class C shares; 17.13% Stock Drop on Class A shares.Court: U.S. District Court for the Western District of WashingtonAction: Contact BFA Law to discuss your rights Investors have until August 10, 2026 to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Zillow Class C and Class A common stock. The class action is pending in the U.S. District Court for the Western District of Washington. It is captioned Breidert v. Zillow Group, Inc., et al., No. 26-cv-02016.

Why is Zillow Being Sued for Securities Fraud?

On February 6, 2025, Zillow entered into an agreement with Redfin through which Zillow became the exclusive provider of multifamily rental listings on Redfin’s platform and affiliate websites, including Rent.com. According to the complaint, during the relevant period, Zillow characterized the agreement with Redfin as a “partnership” that would provide Zillow exclusive access to Redfin’s advertising platform.

As alleged, in truth, under the terms of the agreement, Zillow paid Redfin $100 million to stop competing with Zillow, facilitate the transition of its multifamily rental advertising business to Zillow, and close the remainder of its business.

Why did Zillow’s Stock Drop?

On September 30, 2025, the FTC filed a complaint against Zillow and Redfin alleging violations of the federal antitrust laws. According to the FTC complaint, “Zillow and Redfin executed an unlawful agreement to remove competition from [the online rental marketplaces industry], starting with a $100 million payment to Redfin to exit the [Internet Listing Services] market.” In sum, the FTC alleged, “[t]his agreement is nothing more than an end run around competition on the merits with Redfin for customers…” This news caused the price of Zillow’s Class C and A common stock to decline 4.33% and 4.5%, respectively.

On February 10, 2026, Zillow’s CFO told investors that Zillow experienced increased legal expenses which “will result in approximately 200 basis points headwind to EBITDA margins in Q1.” On this news, the price of Zillow’s Class C and A common stock declined 16.54%, and 17.13%, respectively.

Finally, on May 7, 2026, Reuters reported that a “federal judge rejected [Zillow and Redfin’s] request to end a [FTC] lawsuit accusing them of illegally agreeing to suppress competition for online apartment rental listings.” This news caused the price of Zillow’s Class C and A common stock to decline 1.9% and 1.76%, respectively.   

Click here for more information: https://www.bfalaw.com/cases/zillow-class-action-lawsuit.

What Can You Do?

If you invested in Zillow, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/zillow-class-action-lawsuit

Or contact:
Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters.

Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff’s securities litigation law firm, with clients noting: “[t]here is no better service provider in the practice area,” “[t]he interest of the client is always front and center,” and “[t]here isn’t a better firm in this space.” One testimonial described the firm as “nimble and entrepreneurial,” with a “relentless focus on adding value for clients.” 

Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/zillow-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

Boston Common Asset Management LLC trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 13.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 287,638 shares of the semiconductor company’s stock after selling 44,251 shares during the quarter. Taiwan Semiconductor Manufacturing makes up about 6.3% of Boston Common Asset Management LLC’s portfolio, making the stock its biggest position. Boston Common Asset Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $97,207,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Fisher Asset Management LLC grew its position in Taiwan Semiconductor Manufacturing by 1.8% in the 4th quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock valued at $5,514,662,000 after acquiring an additional 313,773 shares during the last quarter. Van ECK Associates Corp lifted its position in shares of Taiwan Semiconductor Manufacturing by 11.1% during the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock worth $5,307,428,000 after purchasing an additional 1,750,824 shares during the last quarter. Bank of America Corp DE boosted its stake in shares of Taiwan Semiconductor Manufacturing by 6.5% during the fourth quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock valued at $4,832,708,000 after purchasing an additional 966,926 shares during the period. Jennison Associates LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 6.4% during the fourth quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock valued at $4,070,393,000 after purchasing an additional 802,757 shares during the period. Finally, Coatue Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 6.9% during the fourth quarter. Coatue Management LLC now owns 8,629,524 shares of the semiconductor company’s stock valued at $2,622,426,000 after purchasing an additional 556,988 shares during the period. 16.51% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth Several research analysts recently commented on the stock. TD Cowen raised their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday. Needham & Company LLC boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Bank of America upped their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Finally, Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $490.00.

Check Out Our Latest Research Report on TSM

Taiwan Semiconductor Manufacturing News Summary Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

Positive Sentiment: TSMC delivered record Q2 profit and beat expectations, supported by strong demand for advanced AI chips and leading-edge nodes. Reuters article Positive Sentiment: The company raised its 2026 revenue growth outlook to above 40% and signaled continued AI-driven expansion, reinforcing the long-term growth story. MarketBeat article Neutral Sentiment: TSMC also announced an extra $100 billion investment in Arizona, expanding its U.S. manufacturing footprint but raising questions about capital intensity and margin pressure. Yahoo Finance article Negative Sentiment: The stock is being caught in a broader chip rout, with investors rotating out of semiconductor names amid worries that AI spending enthusiasm is cooling. Yahoo Finance article Negative Sentiment: Analysts and traders are flagging capex concerns, saying the surge in spending could compress free cash flow and keep the stock volatile in the near term. Benzinga article Insider Activity In other news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the transaction, the vice president directly owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The shares were bought at an average price of $79.19 per share, with a total value of $79,190.00. Following the completion of the purchase, the vice president directly owned 5,000 shares in the company, valued at $395,950. The trade was a 25.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders have purchased 6,857 shares of company stock worth $512,334. 1.11% of the stock is currently owned by company insiders.

Taiwan Semiconductor Manufacturing Price Performance NYSE TSM opened at $397.59 on Monday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The firm’s 50 day moving average price is $426.79 and its 200-day moving average price is $378.48. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00. The company has a market cap of $2.06 trillion, a PE ratio of 28.69, a P/E/G ratio of 0.95 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last issued its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.83 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 21.43%.

About Taiwan Semiconductor Manufacturing (Free Report)

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.

Further Reading Five stocks we like better than Taiwan Semiconductor Manufacturing Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding TSM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report).

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Posted by Defense World Staff on Jul 20th, 2026

AlTi Global Inc. boosted its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 29.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,100 shares of the company’s stock after acquiring an additional 941 shares during the quarter. AlTi Global Inc.’s holdings in Eli Lilly and Company were worth $3,771,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of LLY. Harbor Advisors LLC grew its stake in shares of Eli Lilly and Company by 44.4% in the first quarter. Harbor Advisors LLC now owns 1,300 shares of the company’s stock worth $1,196,000 after purchasing an additional 400 shares during the last quarter. Earned Wealth Advisors LLC raised its position in Eli Lilly and Company by 13.6% during the 1st quarter. Earned Wealth Advisors LLC now owns 3,632 shares of the company’s stock valued at $3,341,000 after purchasing an additional 434 shares during the last quarter. Commonwealth Financial Services LLC raised its position in Eli Lilly and Company by 1.2% during the 1st quarter. Commonwealth Financial Services LLC now owns 1,049 shares of the company’s stock valued at $965,000 after purchasing an additional 12 shares during the last quarter. Carson Advisory Inc. lifted its holdings in Eli Lilly and Company by 6.3% in the 1st quarter. Carson Advisory Inc. now owns 781 shares of the company’s stock worth $718,000 after buying an additional 46 shares during the period. Finally, Meeder Asset Management Inc. lifted its holdings in Eli Lilly and Company by 5.9% in the 1st quarter. Meeder Asset Management Inc. now owns 29,919 shares of the company’s stock worth $27,519,000 after buying an additional 1,672 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Stock Performance Shares of LLY stock opened at $1,178.01 on Monday. The company’s fifty day moving average price is $1,118.87 and its 200-day moving average price is $1,036.51. The stock has a market cap of $1.11 trillion, a PE ratio of 41.85, a price-to-earnings-growth ratio of 1.48 and a beta of 0.51. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,249.45.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The company had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. During the same period last year, the business earned $3.34 EPS. Eli Lilly and Company’s quarterly revenue was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities analysts expect that Eli Lilly and Company will post 34.55 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company’s payout ratio is currently 24.58%.

Analyst Upgrades and Downgrades LLY has been the topic of several research analyst reports. Weiss Ratings raised Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, July 1st. BMO Capital Markets reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 15th. Cantor Fitzgerald lifted their price target on shares of Eli Lilly and Company from $1,230.00 to $1,350.00 and gave the company an “overweight” rating in a report on Monday, July 6th. Citigroup boosted their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Wolfe Research restated an “outperform” rating and issued a $1,350.00 price objective on shares of Eli Lilly and Company in a report on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Eli Lilly and Company currently has an average rating of “Moderate Buy” and a consensus price target of $1,283.64.

Read Our Latest Stock Analysis on LLY

Key Headlines Impacting Eli Lilly and Company Here are the key news stories impacting Eli Lilly and Company this week:

Positive Sentiment: Lilly’s acquisition of AtaiBeckley adds late-stage psychedelic assets, including BPL-003, and broadens its neuroscience pipeline. Lilly to acquire AtaiBeckley to advance therapies for treatment-resistant depression and other mental health conditions Positive Sentiment: Analysts and market commentary say the deal reinforces Big Pharma’s interest in psychedelic therapies and could strengthen Lilly’s long-term growth story beyond obesity and diabetes. AtaiBeckley acquisition highlights growing Big Pharma interest in psychedelics, says Jefferies Neutral Sentiment: Lilly also announced an update on an ongoing ALS study, indicating continued clinical development activity across its broader pipeline. Lilly Expands ALS Pipeline With Long-Term Safety Study for LY4256984 Neutral Sentiment: LLY stock is being described as holding near a buy zone and key support ahead of second-quarter results, suggesting investors are also watching upcoming earnings for confirmation of the growth outlook. Eli Lilly Stock Hovers In Buy Zone, Finds Key Support Amid $3 Billion Deal Negative Sentiment: Some market commentary suggests the acquisition may pressure sentiment in the near term because Lilly is paying a significant price for an asset that still carries clinical and regulatory risk. This Psychedelic Pharma Stock Is Soaring 50% on Report of Eli Lilly Takeover Talks Eli Lilly and Company Company Profile (Free Report)

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.

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Posted by Defense World Staff on Jul 20th, 2026

Decker Wealth Management LLC bought a new position in shares of Medtronic PLC (NYSE:MDT – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 58,614 shares of the medical technology company’s stock, valued at approximately $5,079,000.

Other hedge funds have also recently bought and sold shares of the company. Lodestone Wealth Management LLC acquired a new position in Medtronic during the fourth quarter valued at approximately $27,000. Anfield Capital Management LLC increased its position in shares of Medtronic by 410.7% in the fourth quarter. Anfield Capital Management LLC now owns 286 shares of the medical technology company’s stock worth $27,000 after acquiring an additional 230 shares in the last quarter. Monetary Solutions Ltd acquired a new stake in shares of Medtronic in the fourth quarter worth $27,000. Acumen Wealth Advisors LLC purchased a new position in shares of Medtronic in the 4th quarter valued at $29,000. Finally, Imprint Wealth LLC purchased a new position in shares of Medtronic in the 3rd quarter valued at $31,000. Hedge funds and other institutional investors own 82.06% of the company’s stock.

Wall Street Analyst Weigh In MDT has been the subject of a number of research reports. Rothschild & Co Redburn decreased their price target on shares of Medtronic from $111.00 to $106.00 and set a “buy” rating for the company in a research report on Friday, June 5th. Argus cut their price objective on Medtronic from $125.00 to $115.00 and set a “buy” rating on the stock in a research report on Monday, April 6th. Barclays boosted their price objective on Medtronic from $118.00 to $120.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 1st. TD Cowen decreased their target price on Medtronic from $119.00 to $100.00 and set a “buy” rating for the company in a research report on Friday, July 10th. Finally, Stifel Nicolaus set a $80.00 target price on Medtronic in a research report on Wednesday, June 3rd. Seventeen equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $98.21.

Get Our Latest Stock Report on MDT

Insider Buying and Selling at Medtronic In other news, EVP Harry Skip Kiil sold 4,189 shares of the firm’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $80.44, for a total transaction of $336,963.16. Following the completion of the sale, the executive vice president directly owned 37,227 shares in the company, valued at $2,994,539.88. This trade represents a 10.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.26% of the stock is owned by corporate insiders.

Medtronic Price Performance Shares of MDT stock opened at $83.20 on Monday. The company has a market capitalization of $106.50 billion, a PE ratio of 22.30, a price-to-earnings-growth ratio of 2.23 and a beta of 0.56. The firm has a fifty day simple moving average of $79.50 and a 200-day simple moving average of $87.94. The company has a current ratio of 2.13, a quick ratio of 1.62 and a debt-to-equity ratio of 0.52. Medtronic PLC has a twelve month low of $73.31 and a twelve month high of $106.33.

Medtronic (NYSE:MDT – Get Free Report) last released its quarterly earnings results on Wednesday, June 3rd. The medical technology company reported $1.55 earnings per share for the quarter, beating analysts’ consensus estimates of $1.54 by $0.01. Medtronic had a net margin of 13.20% and a return on equity of 14.51%. The business had revenue of $9.81 billion during the quarter, compared to analyst estimates of $9.62 billion. During the same period last year, the business earned $1.62 EPS. The business’s revenue was up 9.9% on a year-over-year basis. Medtronic has set its FY 2027 guidance at 5.900-6.000 EPS. Equities research analysts anticipate that Medtronic PLC will post 5.94 earnings per share for the current fiscal year.

Medtronic Increases Dividend The company also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Friday, June 26th were given a $0.72 dividend. This represents a $2.88 dividend on an annualized basis and a yield of 3.5%. The ex-dividend date of this dividend was Friday, June 26th. This is an increase from Medtronic’s previous quarterly dividend of $0.71. Medtronic’s dividend payout ratio is currently 77.21%.

About Medtronic (Free Report)

Medtronic plc is a global medical technology company that develops and manufactures a broad range of therapeutic devices and health care solutions. Headquartered legally in Ireland with principal operational offices in the United States, the company markets products to hospitals, physicians and health systems worldwide and has grown from its founding in 1949 into one of the largest medical-device manufacturers serving global health-care markets.

Medtronic’s offerings span several clinical areas, including cardiac rhythm and heart failure (pacemakers, implantable cardioverter‑defibrillators and related cardiac therapies), minimally invasive and surgical technologies (laparoscopic and advanced energy devices, visualization systems and surgical innovations), restorative therapies (spine and orthopedics, neuromodulation and neurovascular treatments) and diabetes management (insulin-delivery systems and glucose monitoring solutions).

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Posted by Defense World Staff on Jul 20th, 2026

Dimensional Fund Advisors LP lifted its stake in Morgan Stanley (NYSE:MS – Free Report) by 0.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,235,756 shares of the financial services provider’s stock after buying an additional 65,739 shares during the period. Dimensional Fund Advisors LP owned about 0.46% of Morgan Stanley worth $1,190,585,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of MS. Scarborough Advisors LLC bought a new position in Morgan Stanley in the first quarter valued at approximately $104,000. Balefire LLC grew its position in shares of Morgan Stanley by 12.5% in the 1st quarter. Balefire LLC now owns 1,875 shares of the financial services provider’s stock valued at $309,000 after purchasing an additional 208 shares during the period. Parallel Advisors LLC boosted its holdings in shares of Morgan Stanley by 1.1% in the first quarter. Parallel Advisors LLC now owns 56,428 shares of the financial services provider’s stock valued at $9,287,000 after buying an additional 638 shares during the period. Ironwood Investment Counsel LLC increased its holdings in Morgan Stanley by 1.7% during the 1st quarter. Ironwood Investment Counsel LLC now owns 17,234 shares of the financial services provider’s stock worth $2,836,000 after purchasing an additional 292 shares in the last quarter. Finally, SEB Asset Management AB acquired a new stake in Morgan Stanley in the 1st quarter valued at approximately $52,602,000. Institutional investors and hedge funds own 84.19% of the company’s stock.

Analyst Ratings Changes Several research analysts have weighed in on the company. CICC Research boosted their price target on Morgan Stanley from $175.00 to $200.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 19th. The Goldman Sachs Group upped their target price on Morgan Stanley from $211.00 to $233.00 and gave the company a “neutral” rating in a research report on Monday, July 6th. Citigroup increased their target price on shares of Morgan Stanley from $220.00 to $235.00 and gave the stock a “neutral” rating in a research report on Friday. Freedom Capital upgraded shares of Morgan Stanley from a “hold” rating to a “strong-buy” rating in a research report on Friday. Finally, BNP Paribas Exane lifted their target price on Morgan Stanley from $195.00 to $205.00 and gave the company a “neutral” rating in a research report on Friday, April 24th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Morgan Stanley currently has a consensus rating of “Moderate Buy” and an average price target of $220.80.

Get Our Latest Research Report on MS

Key Morgan Stanley News Here are the key news stories impacting Morgan Stanley this week:

Positive Sentiment: Morgan Stanley reported blockbuster Q2 2026 results, with record net revenues of about $21.3 billion and earnings that beat expectations, reinforcing confidence in the company’s core businesses. Morgan Stanley (MS) Q2 2026 Earnings Call Highlights: Record Revenues and Strategic Growth … Positive Sentiment: The board declared a quarterly dividend of $1.15 per share, a 15% increase from the prior quarter, which signals confidence in earnings power and capital return capacity. Positive Sentiment: Analysts turned more constructive after the earnings release, with Keefe, Bruyette & Woods raising its price target to $250 and Erste Group lifting FY2027 EPS estimates, suggesting more upside may remain. Morgan Stanley had its price target raised by Keefe, Bruyette & Woods from $225.00 to $250.00 Neutral Sentiment: New reports also pointed to Morgan Stanley’s E*TRADE crypto rollout and AI-related market activity, which could help broaden its platform appeal over time but are not likely the main short-term drivers of the stock move. Negative Sentiment: Some articles noted a downgrade-style view from Seeking Alpha and a JPMorgan target below the current share price, which may temper enthusiasm at the margin even after the strong earnings beat. Morgan Stanley Maintains Hold on Comstock Resources, Keeps Price Target Unchanged at $16 Amid Cash Outspend and Funding Concerns Morgan Stanley Stock Down 0.1% Shares of NYSE MS opened at $215.27 on Monday. The company’s 50 day moving average price is $211.69 and its 200-day moving average price is $188.77. The company has a debt-to-equity ratio of 3.52, a quick ratio of 0.77 and a current ratio of 0.77. Morgan Stanley has a 52-week low of $136.17 and a 52-week high of $232.25. The company has a market capitalization of $339.54 billion, a P/E ratio of 17.40, a price-to-earnings-growth ratio of 1.56 and a beta of 1.23.

Morgan Stanley (NYSE:MS – Get Free Report) last released its quarterly earnings data on Wednesday, July 15th. The financial services provider reported $3.46 earnings per share for the quarter, beating the consensus estimate of $2.89 by $0.57. Morgan Stanley had a net margin of 15.65% and a return on equity of 19.51%. The company had revenue of $21.35 billion during the quarter, compared to analyst estimates of $19.67 billion. During the same quarter in the previous year, the business posted $2.13 EPS. Morgan Stanley’s revenue for the quarter was up 27.1% compared to the same quarter last year. Equities analysts forecast that Morgan Stanley will post 12.55 earnings per share for the current year.

Morgan Stanley declared that its board has authorized a stock buyback program on Wednesday, June 24th that allows the company to buyback $20.00 billion in outstanding shares. This buyback authorization allows the financial services provider to reacquire up to 5.6% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s management believes its stock is undervalued.

Morgan Stanley Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 31st will be paid a $1.15 dividend. This represents a $4.60 dividend on an annualized basis and a yield of 2.1%. This is a boost from Morgan Stanley’s previous quarterly dividend of $1.00. The ex-dividend date of this dividend is Friday, July 31st. Morgan Stanley’s payout ratio is 32.34%.

Morgan Stanley Profile (Free Report)

Morgan Stanley (NYSE: MS) is a global financial services firm headquartered in New York City. Founded in 1935 by Henry S. Morgan and Harold Stanley, the company provides a broad range of investment banking, securities, wealth management and investment management services to corporations, governments, institutions and individual investors. Leadership has been guided by a senior executive team and board of directors; James P. Gorman has served as the company’s chief executive and chairman in recent years.

The firm’s primary business activities are organized around three principal businesses: Institutional Securities, Wealth Management and Investment Management.

See Also Five stocks we like better than Morgan Stanley Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding MS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Morgan Stanley (NYSE:MS – Free Report).

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Posted by Defense World Staff on Jul 20th, 2026

AIA Group Ltd decreased its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 54.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,492 shares of the software maker’s stock after selling 8,832 shares during the period. AIA Group Ltd’s holdings in Intuit were worth $3,239,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank bought a new stake in shares of Intuit in the 4th quarter worth approximately $3,058,407,000. Nicholas Hoffman & Company LLC. bought a new stake in Intuit during the first quarter worth approximately $785,564,000. Arrowstreet Capital Limited Partnership grew its position in Intuit by 36.3% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 1,923,842 shares of the software maker’s stock worth $1,274,391,000 after buying an additional 512,684 shares during the last quarter. Bank of New York Mellon Corp grew its position in Intuit by 20.3% in the fourth quarter. Bank of New York Mellon Corp now owns 2,791,212 shares of the software maker’s stock worth $1,848,954,000 after buying an additional 471,451 shares during the last quarter. Finally, SG Americas Securities LLC increased its holdings in shares of Intuit by 172.1% in the first quarter. SG Americas Securities LLC now owns 674,982 shares of the software maker’s stock valued at $291,849,000 after buying an additional 426,952 shares in the last quarter. 83.66% of the stock is currently owned by institutional investors.

Trending Headlines about Intuit Here are the key news stories impacting Intuit this week:

Positive Sentiment: Intuit is being viewed as a long-term AI beneficiary as it embeds AI across its platform to automate financial workflows, expand higher-value services, and support future growth. Intuit Reinvents Itself With AI: Should You Buy the Stock? Positive Sentiment: The company’s AI initiative could improve productivity and deepen customer usage, which may support margins and recurring revenue over time. Intuit Reinvents Itself With AI: Should You Buy the Stock? Neutral Sentiment: One analyst note referenced Intuit being upgraded to “strong sell,” but the item provides no detailed rationale and appears secondary to the broader legal-news flow. Intuit upgraded by Piper Sandler to strong sell Negative Sentiment: Multiple law firms announced or reminded investors about a pending securities class action against Intuit, with a lead-plaintiff deadline of September 8, 2026, creating a legal overhang for the stock. Bronstein, Gewirtz & Grossman LLC Urges Intuit Inc. Investors to Act Negative Sentiment: The lawsuit alleges securities fraud and investor harm related to the period when Intuit’s stock dropped after guidance changes, which may keep pressure on shares near term. Robbins Geller Rudman & Dowd LLP Announces that Intuit Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit Negative Sentiment: Several additional firms filed or promoted similar class-action notices, reinforcing concerns that Intuit may face prolonged litigation and headline risk. Pomerantz Law Firm Announces the Filing of a Class Action Against Intuit Inc. and Certain Officers Insider Buying and Selling at Intuit In other news, Director Vasant M. Prabhu purchased 500 shares of Intuit stock in a transaction dated Tuesday, May 26th. The stock was acquired at an average cost of $309.71 per share, for a total transaction of $154,855.00. Following the acquisition, the director directly owned 1,750 shares in the company, valued at $541,992.50. This represents a 40.00% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Richard L. Dalzell sold 284 shares of the business’s stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $262.32, for a total value of $74,498.88. Following the completion of the sale, the director directly owned 11,758 shares of the company’s stock, valued at approximately $3,084,358.56. The trade was a 2.36% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 1,239 shares of company stock valued at $348,354. 2.49% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth A number of equities research analysts have recently commented on the company. Northcoast Research cut their price objective on Intuit from $575.00 to $465.00 and set a “buy” rating for the company in a research report on Thursday, May 21st. Evercore decreased their target price on Intuit from $540.00 to $400.00 and set an “outperform” rating on the stock in a report on Thursday, May 21st. UBS Group cut their target price on Intuit from $440.00 to $360.00 and set a “neutral” rating on the stock in a research report on Thursday, May 21st. Royal Bank Of Canada reduced their target price on Intuit from $600.00 to $500.00 and set an “outperform” rating for the company in a report on Thursday, May 21st. Finally, Mizuho decreased their price target on Intuit from $600.00 to $500.00 and set an “outperform” rating for the company in a research report on Tuesday, May 26th. Twenty-two research analysts have rated the stock with a Buy rating, seven have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $490.39.

Read Our Latest Stock Report on INTU

Intuit Stock Performance INTU stock opened at $291.09 on Monday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 1.45 and a current ratio of 1.45. The stock has a market cap of $79.62 billion, a P/E ratio of 17.63, a P/E/G ratio of 1.07 and a beta of 1.00. The firm has a 50 day simple moving average of $303.20 and a 200 day simple moving average of $404.68. Intuit Inc. has a 52 week low of $252.84 and a 52 week high of $813.70.

Intuit (NASDAQ:INTU – Get Free Report) last released its quarterly earnings data on Wednesday, May 20th. The software maker reported $12.80 earnings per share for the quarter, beating the consensus estimate of $12.57 by $0.23. Intuit had a net margin of 21.91% and a return on equity of 25.18%. The firm had revenue of $8.56 billion for the quarter, compared to analyst estimates of $8.54 billion. During the same quarter in the prior year, the business earned $11.65 EPS. The company’s revenue for the quarter was up 10.4% compared to the same quarter last year. Intuit has set its Q4 2026 guidance at 3.560-3.620 EPS and its FY 2026 guidance at 23.800-23.850 EPS. Research analysts anticipate that Intuit Inc. will post 18.18 earnings per share for the current fiscal year.

Intuit Announces Dividend The business also recently declared a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Thursday, July 9th were paid a $1.20 dividend. The ex-dividend date of this dividend was Thursday, July 9th. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.6%. Intuit’s dividend payout ratio is 29.07%.

Intuit Company Profile (Free Report)

Intuit Inc (NASDAQ: INTU) is a financial software company headquartered in Mountain View, California, that develops and sells cloud-based financial management and compliance products for individuals, small businesses, self-employed workers and accounting professionals. Founded in 1983 by Scott Cook and Tom Proulx, the company has grown from desktop tax and accounting software into a diversified provider of online financial tools. As of my latest update, Sasan Goodarzi serves as Chief Executive Officer.

Intuit’s product portfolio includes QuickBooks, its flagship accounting and business-management platform that offers bookkeeping, payroll, payments and invoicing capabilities; TurboTax, a tax-preparation and filing service aimed at individual taxpayers; and Mint, a consumer personal-finance and budgeting app.

Further Reading Five stocks we like better than Intuit Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding INTU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Intuit Inc. (NASDAQ:INTU – Free Report).

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Posted by Defense World Staff on Jul 20th, 2026

Decker Wealth Management LLC bought a new position in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 1,779 shares of the aerospace company’s stock, valued at approximately $1,075,000.

Other hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in shares of Lockheed Martin by 5.0% in the fourth quarter. Brighton Jones LLC now owns 3,995 shares of the aerospace company’s stock valued at $1,941,000 after acquiring an additional 191 shares during the period. Sivia Capital Partners LLC increased its position in Lockheed Martin by 5.4% during the second quarter. Sivia Capital Partners LLC now owns 973 shares of the aerospace company’s stock worth $451,000 after acquiring an additional 50 shares during the period. Schnieders Capital Management LLC. raised its stake in Lockheed Martin by 17.3% in the 2nd quarter. Schnieders Capital Management LLC. now owns 1,460 shares of the aerospace company’s stock worth $676,000 after purchasing an additional 215 shares in the last quarter. Gamco Investors INC. ET AL raised its stake in Lockheed Martin by 36.0% in the 2nd quarter. Gamco Investors INC. ET AL now owns 2,250 shares of the aerospace company’s stock worth $1,042,000 after purchasing an additional 595 shares in the last quarter. Finally, Sei Investments Co. boosted its holdings in Lockheed Martin by 18.2% in the 2nd quarter. Sei Investments Co. now owns 86,569 shares of the aerospace company’s stock valued at $40,092,000 after purchasing an additional 13,300 shares during the period. 74.19% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Lockheed Martin Here are the key news stories impacting Lockheed Martin this week:

Positive Sentiment: Lockheed Martin won a major U.S. Special Operations Command logistics and sustainment contract, adding to its defense backlog and improving revenue visibility. Lockheed Martin to Provide Next-Generation Logistics and Sustainment Support for U.S. Special Operations Command Under New Contract Positive Sentiment: The company is expanding missile production under new U.S. agreements, benefiting from rising demand for air and missile defense systems. Can Lockheed Martin’s Missile Defense Business Power Long-Term Growth? Positive Sentiment: Lockheed Martin Ventures is opening a London office and earmarking at least $100 million for investments in U.K. and European defense technologies, which could strengthen its long-term innovation pipeline. Lockheed Martin Earmarks $100 Million for Venture Capital Investments in U.K., Europe Lockheed Martin Trading Up 0.0% LMT opened at $508.93 on Monday. Lockheed Martin Corporation has a twelve month low of $410.11 and a twelve month high of $692.00. The company has a 50-day simple moving average of $521.95 and a 200 day simple moving average of $572.11. The company has a quick ratio of 0.94, a current ratio of 1.14 and a debt-to-equity ratio of 2.74. The stock has a market capitalization of $117.34 billion, a price-to-earnings ratio of 24.65, a P/E/G ratio of 0.91 and a beta of 0.11.

Lockheed Martin (NYSE:LMT – Get Free Report) last released its earnings results on Thursday, April 23rd. The aerospace company reported $6.44 EPS for the quarter, missing the consensus estimate of $6.79 by ($0.35). The firm had revenue of $18.02 billion during the quarter, compared to the consensus estimate of $18.38 billion. Lockheed Martin had a net margin of 6.38% and a return on equity of 101.64%. Lockheed Martin’s quarterly revenue was up .3% compared to the same quarter last year. During the same period in the prior year, the business earned $7.28 earnings per share. Lockheed Martin has set its FY 2026 guidance at 29.350-30.250 EPS. Analysts predict that Lockheed Martin Corporation will post 29.94 EPS for the current fiscal year.

Lockheed Martin Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Monday, June 1st were given a dividend of $3.45 per share. This represents a $13.80 annualized dividend and a yield of 2.7%. The ex-dividend date was Monday, June 1st. Lockheed Martin’s payout ratio is currently 66.83%.

Analysts Set New Price Targets LMT has been the topic of a number of analyst reports. Wall Street Zen lowered shares of Lockheed Martin from a “buy” rating to a “hold” rating in a research report on Saturday, April 25th. Citigroup upgraded shares of Lockheed Martin from a “neutral” rating to a “buy” rating and lifted their price target for the company from $571.00 to $582.00 in a research report on Wednesday, July 1st. Morgan Stanley cut their price target on Lockheed Martin from $675.00 to $653.00 and set an “equal weight” rating for the company in a research note on Friday, April 24th. Sanford C. Bernstein reissued a “market perform” rating on shares of Lockheed Martin in a research report on Friday, May 29th. Finally, BNP Paribas Exane lowered their price objective on Lockheed Martin from $770.00 to $680.00 and set an “outperform” rating on the stock in a research note on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $607.58.

View Our Latest Report on Lockheed Martin

About Lockheed Martin (Free Report)

Lockheed Martin Corporation (NYSE: LMT) is a global aerospace and defense company that designs, develops and manufactures advanced technology systems for government and commercial customers. Formed through the 1995 merger of Lockheed Corporation and Martin Marietta, the company is headquartered in Bethesda, Maryland, and focuses on providing integrated solutions across air, space, land and sea domains. Its primary customers include the U.S. Department of Defense, NASA and allied governments around the world.

Lockheed Martin’s product and service portfolio spans military aircraft, missile and fire-control systems, missile defense, space systems and satellite technologies, sensors and precision weapons.

Featured Articles Five stocks we like better than Lockheed Martin Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding LMT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Lockheed Martin Corporation (NYSE:LMT – Free Report).

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« PREVIOUS HEADLINEDecker Wealth Management LLC Invests $7.96 Million in The TJX Companies, Inc. $TJX

D.A. Davidson & CO. reduced its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 714,286 shares of the semiconductor manufacturer’s stock after selling 16,958 shares during the period. Broadcom makes up approximately 1.3% of D.A. Davidson & CO.’s investment portfolio, making the stock its 9th biggest holding. D.A. Davidson & CO.’s holdings in Broadcom were worth $221,079,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Sovran Advisors LLC raised its stake in Broadcom by 121.3% in the 4th quarter. Sovran Advisors LLC now owns 30,631 shares of the semiconductor manufacturer’s stock valued at $10,507,000 after purchasing an additional 16,789 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. boosted its stake in Broadcom by 406.1% during the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 11,994 shares of the semiconductor manufacturer’s stock worth $4,151,000 after purchasing an additional 9,624 shares during the last quarter. Aspiriant LLC boosted its stake in Broadcom by 18.5% during the 4th quarter. Aspiriant LLC now owns 12,016 shares of the semiconductor manufacturer’s stock worth $4,158,000 after purchasing an additional 1,872 shares during the last quarter. World Investment Advisors grew its holdings in shares of Broadcom by 16.1% during the fourth quarter. World Investment Advisors now owns 177,710 shares of the semiconductor manufacturer’s stock worth $61,505,000 after buying an additional 24,703 shares in the last quarter. Finally, Western Financial Corp CA grew its holdings in shares of Broadcom by 90.5% during the fourth quarter. Western Financial Corp CA now owns 6,481 shares of the semiconductor manufacturer’s stock worth $2,243,000 after buying an additional 3,079 shares in the last quarter. 76.43% of the stock is owned by hedge funds and other institutional investors.

Insider Activity In other news, Director Harry L. You purchased 1,000 shares of the business’s stock in a transaction dated Thursday, June 11th. The stock was acquired at an average price of $373.57 per share, for a total transaction of $373,570.00. Following the acquisition, the director directly owned 38,466 shares of the company’s stock, valued at approximately $14,369,743.62. This represents a 2.67% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Justine Page sold 1,602 shares of Broadcom stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $373.86, for a total transaction of $598,923.72. Following the sale, the director directly owned 17,426 shares in the company, valued at approximately $6,514,884.36. The trade was a 8.42% decrease in their position. The SEC filing for this sale provides additional information. 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.

Broadcom Price Performance NASDAQ AVGO opened at $370.83 on Monday. The business’s fifty day simple moving average is $401.29 and its 200-day simple moving average is $365.42. The company has a quick ratio of 2.01, a current ratio of 2.24 and a debt-to-equity ratio of 0.71. The firm has a market cap of $1.76 trillion, a PE ratio of 61.81, a P/E/G ratio of 0.65 and a beta of 1.45. Broadcom Inc. has a 52 week low of $273.00 and a 52 week high of $495.00.

Broadcom (NASDAQ:AVGO – Get Free Report) last announced its quarterly earnings data on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.40 by $0.04. Broadcom had a net margin of 38.85% and a return on equity of 41.61%. The firm had revenue of $22.19 billion during the quarter, compared to analyst estimates of $22.13 billion. During the same quarter in the prior year, the firm posted $1.58 earnings per share. Broadcom’s quarterly revenue was up 47.9% on a year-over-year basis. As a group, equities analysts anticipate that Broadcom Inc. will post 10.24 earnings per share for the current year.

Broadcom Dividend Announcement 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%.

Analysts Set New Price Targets Several equities analysts have recently weighed in on the stock. Rosenblatt Securities reissued a “buy” rating and issued a $500.00 price target on shares of Broadcom in a research note on Thursday, June 4th. DA Davidson upped their price objective on shares of Broadcom from $375.00 to $400.00 and gave the company a “neutral” rating in a research note on Thursday, June 4th. Evercore reiterated an “outperform” rating and issued a $582.00 price objective on shares of Broadcom in a report on Tuesday, May 19th. UBS Group set a $485.00 target price on shares of Broadcom and gave the stock a “buy” rating in a research note on Thursday, June 4th. Finally, Royal Bank Of Canada boosted their target price on Broadcom from $360.00 to $400.00 and gave the stock a “sector perform” rating in a report on Thursday, June 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Broadcom has a consensus rating of “Moderate Buy” and a consensus price target of $493.24.

Get Our Latest Stock Report on AVGO

More Broadcom News Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Standard Chartered chose Broadcom to support a long-term modernization of its global banking infrastructure, underscoring Broadcom’s role in secure private-cloud and enterprise networking solutions. Standard Chartered Selects Broadcom to Deliver Secure, Always-On Banking Services at Global Scale Positive Sentiment: Wall Street commentary continues to describe Broadcom as a core AI beneficiary, and some analysts have raised price targets even after the stock pullback. As Shares Fall, Analyst Are Boosting Their Broadcom Price Targets Neutral Sentiment: Broadcom remains a major talking point in AI-focused market coverage, with some investors viewing it as an indicator for the broader market and semiconductor cycle. Jim Cramer Says Broadcom Will Tell You When the Market Is About to Turn Negative Sentiment: Broadcom is facing renewed skepticism around valuation, with one report asking whether the AI story has made the stock too expensive. Has Broadcom Become Too Expensive for Its AI Story? Negative Sentiment: The stock is also being hit by a broader selloff in semiconductor names as investors rotate away from AI-capex winners and worry about a slowdown in chip spending. Marvell Drops 8% as AI Capex Slowdown Fears Weigh on Chips; Broadcom, AMD, and Intel Slide Negative Sentiment: Broadcom is also dealing with regulatory uncertainty after reports said it faces an EU antitrust review tied to VMware licensing changes. Broadcom (AVGO) Faces EU Antitrust Review Over VMware Licensing Changes 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 Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks 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).

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Posted by Defense World Staff on Jul 20th, 2026

Gallagher Capital Advisors LLC lifted its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 153.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,756 shares of the semiconductor manufacturer’s stock after buying an additional 2,879 shares during the period. Gallagher Capital Advisors LLC’s holdings in Broadcom were worth $1,472,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. ROSS JOHNSON & Associates LLC lifted its stake in shares of Broadcom by 1,320.0% in the 4th quarter. ROSS JOHNSON & Associates LLC now owns 71 shares of the semiconductor manufacturer’s stock valued at $25,000 after purchasing an additional 66 shares in the last quarter. Networth Advisors LLC grew its holdings in shares of Broadcom by 546.2% during the 1st quarter. Networth Advisors LLC now owns 84 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 71 shares during the period. SWAN Capital LLC increased its position in Broadcom by 261.9% during the 4th quarter. SWAN Capital LLC now owns 76 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 55 shares in the last quarter. Nvest Wealth Strategies Inc. acquired a new stake in Broadcom during the 4th quarter worth approximately $33,000. Finally, Family CFO Inc purchased a new position in Broadcom in the fourth quarter valued at approximately $35,000. 76.43% of the stock is owned by hedge funds and other institutional investors.

Broadcom News Roundup Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Standard Chartered chose Broadcom to support a long-term modernization of its global banking infrastructure, underscoring Broadcom’s role in secure private-cloud and enterprise networking solutions. Standard Chartered Selects Broadcom to Deliver Secure, Always-On Banking Services at Global Scale Positive Sentiment: Wall Street commentary continues to describe Broadcom as a core AI beneficiary, and some analysts have raised price targets even after the stock pullback. As Shares Fall, Analyst Are Boosting Their Broadcom Price Targets Neutral Sentiment: Broadcom remains a major talking point in AI-focused market coverage, with some investors viewing it as an indicator for the broader market and semiconductor cycle. Jim Cramer Says Broadcom Will Tell You When the Market Is About to Turn Negative Sentiment: Broadcom is facing renewed skepticism around valuation, with one report asking whether the AI story has made the stock too expensive. Has Broadcom Become Too Expensive for Its AI Story? Negative Sentiment: The stock is also being hit by a broader selloff in semiconductor names as investors rotate away from AI-capex winners and worry about a slowdown in chip spending. Marvell Drops 8% as AI Capex Slowdown Fears Weigh on Chips; Broadcom, AMD, and Intel Slide Negative Sentiment: Broadcom is also dealing with regulatory uncertainty after reports said it faces an EU antitrust review tied to VMware licensing changes. Broadcom (AVGO) Faces EU Antitrust Review Over VMware Licensing Changes Broadcom Stock Performance Broadcom stock opened at $370.83 on Monday. Broadcom Inc. has a 52 week low of $273.00 and a 52 week high of $495.00. 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 market cap of $1.76 trillion, a P/E ratio of 61.81, a price-to-earnings-growth ratio of 0.65 and a beta of 1.45. The stock has a 50 day moving average of $401.29 and a 200-day moving average of $365.42.

Broadcom (NASDAQ:AVGO – Get Free Report) last posted its quarterly earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 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 firm earned $1.58 earnings per share. The company’s revenue for the quarter was up 47.9% compared to the same quarter last year. On average, analysts expect that Broadcom Inc. will post 10.24 EPS for the current fiscal year.

Broadcom Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Monday, June 22nd were issued a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Monday, June 22nd. Broadcom’s payout ratio is presently 43.33%.

Insider Buying and Selling at Broadcom In other Broadcom news, Director Gayla J. Delly sold 1,890 shares of the company’s stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $385.38, for a total transaction of $728,368.20. Following the completion of the sale, the director directly owned 31,326 shares of the company’s stock, valued at approximately $12,072,413.88. This represents a 5.69% 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. Also, Director Harry L. You acquired 1,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The stock was purchased at an average cost of $373.57 per share, with a total value of $373,570.00. Following the purchase, the director directly owned 38,466 shares in the company, valued at approximately $14,369,743.62. This trade represents a 2.67% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have sold 61,644 shares of company stock valued at $24,016,214 over the last quarter. Company insiders own 1.90% of the company’s stock.

Analyst Ratings Changes A number of research analysts have weighed in on the stock. TD Cowen reaffirmed a “buy” rating and set a $500.00 price target on shares of Broadcom in a research report on Thursday, June 4th. Royal Bank Of Canada increased their price objective on shares of Broadcom from $360.00 to $400.00 and gave the stock a “sector perform” rating in a research report on Thursday, June 4th. Oppenheimer reissued an “outperform” rating and issued a $535.00 target price (up from $450.00) on shares of Broadcom in a research note on Thursday, June 4th. Rosenblatt Securities restated a “buy” rating and set a $500.00 target price on shares of Broadcom in a report on Thursday, June 4th. Finally, Evercore reaffirmed an “outperform” rating and set a $582.00 price target on shares of Broadcom in a research report on Tuesday, May 19th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $493.24.

Check Out Our Latest Report on AVGO

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.

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Bessemer Group Inc. cut its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 0.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,347,374 shares of the semiconductor manufacturer’s stock after selling 21,709 shares during the period. Broadcom makes up approximately 2.6% of Bessemer Group Inc.’s holdings, making the stock its 6th biggest position. Bessemer Group Inc. owned 0.11% of Broadcom worth $1,655,065,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC raised its holdings in Broadcom by 21.8% in the 4th quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock valued at $6,882,000 after acquiring an additional 5,322 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Broadcom by 10.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock worth $1,854,000 after acquiring an additional 756 shares during the period. United Bank grew its holdings in shares of Broadcom by 76.5% during the 1st quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock worth $392,000 after purchasing an additional 1,014 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Broadcom by 10.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock worth $3,499,000 after purchasing an additional 1,160 shares in the last quarter. Finally, Capital & Planning LLC increased its position in shares of Broadcom by 10.5% during the second quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock valued at $1,098,000 after purchasing an additional 378 shares during the period. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Broadcom Stock Performance Shares of AVGO opened at $370.83 on Monday. 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 market cap of $1.76 trillion, a PE ratio of 61.81, a PEG ratio of 0.65 and a beta of 1.45. Broadcom Inc. has a 1 year low of $273.00 and a 1 year high of $495.00. The stock has a 50 day simple moving average of $401.29 and a 200-day simple moving average of $365.42.

Broadcom (NASDAQ:AVGO – Get Free Report) last announced its quarterly earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 EPS for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $22.13 billion. During the same quarter in the previous year, the firm earned $1.58 EPS. Broadcom’s quarterly revenue was up 47.9% on a year-over-year basis. On average, sell-side analysts predict that Broadcom Inc. will post 10.24 EPS for the current fiscal year.

Broadcom Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, June 22nd were issued a dividend of $0.65 per share. The ex-dividend date of this dividend was Monday, June 22nd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.7%. Broadcom’s dividend payout ratio (DPR) is presently 43.33%.

Analysts Set New Price Targets AVGO has been the subject of a number of recent research reports. Susquehanna restated a “positive” rating and issued a $490.00 target price (up from $450.00) on shares of Broadcom in a research note on Thursday, May 28th. Dbs Bank upgraded shares of Broadcom to a “moderate buy” rating in a research note on Thursday, June 18th. Wall Street Zen lowered shares of Broadcom from a “strong-buy” rating to a “buy” rating in a report on Saturday. Benchmark increased their price objective on shares of Broadcom from $485.00 to $545.00 and gave the company a “buy” rating in a research note on Thursday, June 4th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $500.00 price objective on shares of Broadcom in a report on Thursday, June 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, Broadcom currently has a consensus rating of “Moderate Buy” and an average target price of $493.24.

Check Out Our Latest Stock Analysis on AVGO

Insider Activity In other news, Director Harry L. You bought 1,000 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The stock was acquired at an average price of $373.57 per share, for a total transaction of $373,570.00. Following the transaction, the director directly owned 38,466 shares of the company’s stock, valued at $14,369,743.62. This trade represents a 2.67% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Mark David Brazeal sold 25,000 shares of Broadcom stock in a transaction dated 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 directly owned 194,989 shares of the company’s stock, valued at $78,254,935.37. This represents a 11.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 61,644 shares of company stock worth $24,016,214 over the last 90 days. 1.90% of the stock is currently owned by company insiders.

Broadcom News Summary Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Standard Chartered chose Broadcom to support a long-term modernization of its global banking infrastructure, underscoring Broadcom’s role in secure private-cloud and enterprise networking solutions. Standard Chartered Selects Broadcom to Deliver Secure, Always-On Banking Services at Global Scale Positive Sentiment: Wall Street commentary continues to describe Broadcom as a core AI beneficiary, and some analysts have raised price targets even after the stock pullback. As Shares Fall, Analyst Are Boosting Their Broadcom Price Targets Neutral Sentiment: Broadcom remains a major talking point in AI-focused market coverage, with some investors viewing it as an indicator for the broader market and semiconductor cycle. Jim Cramer Says Broadcom Will Tell You When the Market Is About to Turn Negative Sentiment: Broadcom is facing renewed skepticism around valuation, with one report asking whether the AI story has made the stock too expensive. Has Broadcom Become Too Expensive for Its AI Story? Negative Sentiment: The stock is also being hit by a broader selloff in semiconductor names as investors rotate away from AI-capex winners and worry about a slowdown in chip spending. Marvell Drops 8% as AI Capex Slowdown Fears Weigh on Chips; Broadcom, AMD, and Intel Slide Negative Sentiment: Broadcom is also dealing with regulatory uncertainty after reports said it faces an EU antitrust review tied to VMware licensing changes. Broadcom (AVGO) Faces EU Antitrust Review Over VMware Licensing Changes Broadcom Profile (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.

See Also Five stocks we like better than Broadcom Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks 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).

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Posted by Defense World Staff on Jul 20th, 2026

Boston Common Asset Management LLC lessened its position in Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 34.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,021 shares of the industrial products company’s stock after selling 3,126 shares during the quarter. Boston Common Asset Management LLC’s holdings in Rockwell Automation were worth $2,161,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. MV Capital Management Inc. acquired a new position in Rockwell Automation in the 4th quarter valued at $28,000. Manchester Capital Management LLC lifted its holdings in Rockwell Automation by 97.5% in the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock valued at $31,000 after purchasing an additional 39 shares in the last quarter. First Horizon Corp acquired a new stake in Rockwell Automation during the 4th quarter worth $32,000. BOK Financial Private Wealth Inc. acquired a new stake in Rockwell Automation during the 4th quarter worth $33,000. Finally, TD Capital Management LLC acquired a new stake in Rockwell Automation during the 4th quarter worth $33,000. 75.75% of the stock is owned by institutional investors and hedge funds.

Rockwell Automation Trading Down 0.1% Shares of ROK opened at $461.50 on Monday. Rockwell Automation, Inc. has a 12-month low of $305.44 and a 12-month high of $497.36. The firm has a market capitalization of $51.35 billion, a P/E ratio of 47.97, a P/E/G ratio of 2.94 and a beta of 1.54. The firm has a 50-day moving average price of $461.27 and a 200 day moving average price of $419.84. The company has a current ratio of 1.09, a quick ratio of 0.76 and a debt-to-equity ratio of 0.72.

Rockwell Automation (NYSE:ROK – Get Free Report) last issued its earnings results on Tuesday, May 5th. The industrial products company reported $3.30 EPS for the quarter, topping analysts’ consensus estimates of $2.88 by $0.42. The company had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.16 billion. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. Rockwell Automation’s quarterly revenue was up 11.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. Sell-side analysts forecast that Rockwell Automation, Inc. will post 13.06 EPS for the current year.

Rockwell Automation Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be given a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, August 17th. Rockwell Automation’s payout ratio is presently 57.38%.

Rockwell Automation declared that its Board of Directors has authorized a stock buyback program on Tuesday, June 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the industrial products company to reacquire up to 2% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s board of directors believes its stock is undervalued.

Analysts Set New Price Targets ROK has been the subject of a number of recent research reports. KeyCorp increased their target price on shares of Rockwell Automation from $470.00 to $510.00 and gave the company an “overweight” rating in a research report on Wednesday, May 6th. Zacks Research upgraded shares of Rockwell Automation from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, July 1st. Weiss Ratings restated a “buy (b-)” rating on shares of Rockwell Automation in a research report on Thursday, June 18th. Wall Street Zen cut shares of Rockwell Automation from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Evercore increased their price objective on shares of Rockwell Automation from $440.00 to $480.00 in a report on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $469.33.

View Our Latest Stock Analysis on ROK

Insider Transactions at Rockwell Automation In related news, VP Terry L. Riesterer sold 4,024 shares of the stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $451.97, for a total value of $1,818,727.28. Following the completion of the transaction, the vice president directly owned 134 shares in the company, valued at approximately $60,563.98. This represents a 96.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Matthew W. Fordenwalt sold 600 shares of the firm’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $449.58, for a total value of $269,748.00. Following the sale, the senior vice president directly owned 4,437 shares of the company’s stock, valued at approximately $1,994,786.46. This trade represents a 11.91% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 9,361 shares of company stock valued at $4,189,886 in the last ninety days. 0.76% of the stock is currently owned by corporate insiders.

Rockwell Automation Company Profile (Free Report)

Rockwell Automation is a global industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. The firm designs, manufactures and supports control systems, industrial control hardware and software, and related services that help manufacturers and industrial operators automate processes, improve productivity and enable data-driven decision making. Rockwell traces its heritage to the Allen-Bradley and Rockwell automation businesses and positions itself as a provider of integrated automation solutions across discrete and process industries.

The company’s product portfolio includes programmable logic controllers (PLCs), human-machine interfaces (HMIs), variable frequency drives, sensors, safety components and other industrial control hardware, often marketed under the Allen-Bradley brand.

See Also Five stocks we like better than Rockwell Automation Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

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CHICAGO--(BUSINESS WIRE)--ADM (NYSE: ADM) (ADM or “the Company”), a global leader in innovative solutions from nature, today announced that it has appointed Jeff Rowe to the newly created role of Executive Vice President and Chief Operating Officer, effective August 17, 2026. This strategic appointment complements ADM's leadership bench and positions the Company to further advance its growth strategy and business priorities. In this role, Rowe will oversee ADM's commercial businesses, global ma.

Posted by Defense World Staff on Jul 20th, 2026

Dimensional Fund Advisors LP boosted its stake in Prologis, Inc. (NYSE:PLD – Free Report) by 1.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,565,453 shares of the real estate investment trust’s stock after acquiring an additional 110,681 shares during the period. Dimensional Fund Advisors LP owned 1.24% of Prologis worth $1,528,636,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the stock. Norges Bank bought a new stake in shares of Prologis in the 4th quarter worth about $1,589,125,000. Cardano Risk Management B.V. lifted its position in shares of Prologis by 999.3% during the fourth quarter. Cardano Risk Management B.V. now owns 11,228,730 shares of the real estate investment trust’s stock worth $1,433,460,000 after purchasing an additional 10,207,267 shares during the last quarter. Swedbank AB grew its stake in Prologis by 36.2% in the fourth quarter. Swedbank AB now owns 7,664,583 shares of the real estate investment trust’s stock worth $978,461,000 after purchasing an additional 2,038,329 shares in the last quarter. Bessemer Group Inc. grew its stake in Prologis by 8,000.9% in the fourth quarter. Bessemer Group Inc. now owns 1,595,963 shares of the real estate investment trust’s stock worth $203,741,000 after purchasing an additional 1,576,262 shares in the last quarter. Finally, Vanguard Group Inc. increased its holdings in Prologis by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 123,323,290 shares of the real estate investment trust’s stock valued at $15,743,451,000 after buying an additional 1,258,407 shares during the last quarter. 93.50% of the stock is currently owned by institutional investors.

More Prologis News Here are the key news stories impacting Prologis this week:

Positive Sentiment: Prologis reported Q2 results above expectations, with strong rental income, record leasing, and occupancy remaining solid, which supports confidence in near-term cash flow and earnings growth. Positive Sentiment: The company raised its 2026 earnings guidance again, signaling that management sees stronger-than-expected operating momentum and improving fundamentals across the portfolio. Prologis Reports Second Quarter 2026 Results Positive Sentiment: Analysts and market commentary are focusing on Prologis’ expanding role in AI-related logistics and data center infrastructure, which could open a new long-term growth avenue and lift investor sentiment. PLD Q2 Earnings Call Shows Growth Across Logistics, Data Centers Neutral Sentiment: Some commentary notes that the stock’s valuation is already rich after a strong run, which may limit upside if growth expectations cool. Prologis: AI Creates An Opportunity, But The Price Is High Negative Sentiment: Valuation concerns could create some near-term pressure as investors weigh whether the recent rally has already priced in much of the earnings upgrade and AI-related optimism. Insider Buying and Selling at Prologis In related news, CFO Timothy D. Arndt sold 3,597 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $150.00, for a total value of $539,550.00. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. 0.52% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In Several analysts have issued reports on PLD shares. Mizuho upped their price objective on Prologis from $150.00 to $159.00 and gave the company an “outperform” rating in a research note on Friday. Morgan Stanley boosted their price target on Prologis from $135.00 to $151.00 and gave the company an “equal weight” rating in a report on Tuesday, May 26th. Truist Financial raised their price objective on Prologis from $139.00 to $154.00 and gave the stock a “buy” rating in a research note on Friday, April 24th. Wells Fargo & Company boosted their target price on shares of Prologis from $155.00 to $167.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. Finally, Robert W. Baird raised their price target on shares of Prologis from $133.00 to $136.00 and gave the stock a “neutral” rating in a research report on Friday, April 17th. Fifteen research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, Prologis has a consensus rating of “Moderate Buy” and an average price target of $153.24.

Read Our Latest Stock Analysis on PLD

Prologis Trading Down 0.1% Shares of NYSE PLD opened at $149.65 on Monday. Prologis, Inc. has a 12-month low of $103.41 and a 12-month high of $153.35. The company has a market cap of $139.53 billion, a price-to-earnings ratio of 33.33 and a beta of 1.32. The company has a current ratio of 0.27, a quick ratio of 0.51 and a debt-to-equity ratio of 0.63. The stock’s 50 day simple moving average is $143.14 and its 200 day simple moving average is $137.97.

Prologis (NYSE:PLD – Get Free Report) last issued its quarterly earnings data on Thursday, July 16th. The real estate investment trust reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $0.75 by $0.38. The firm had revenue of $2.43 billion during the quarter, compared to the consensus estimate of $2.16 billion. Prologis had a return on equity of 7.29% and a net margin of 45.79%.The firm’s revenue was up 11.0% on a year-over-year basis. During the same period in the prior year, the business earned $1.46 EPS. Prologis has set its FY 2026 guidance at 6.220-6.300 EPS. Equities research analysts expect that Prologis, Inc. will post 6.26 EPS for the current year.

Prologis Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Tuesday, June 16th were given a dividend of $1.07 per share. The ex-dividend date was Tuesday, June 16th. This represents a $4.28 annualized dividend and a dividend yield of 2.9%. Prologis’s dividend payout ratio is currently 95.32%.

Prologis Company Profile (Free Report)

Prologis, Inc is a real estate investment trust (REIT) specializing in logistics and distribution facilities. The company focuses on acquiring, developing, and managing high-quality industrial real estate assets that support supply chain infrastructure for third-party logistics providers, e-commerce businesses, retailers and manufacturers. Its portfolio primarily consists of warehouse and distribution centers designed to optimize goods movement and storage near key transportation hubs.

With a global presence, Prologis serves customers across the Americas, Europe and Asia Pacific.

Featured Articles Five stocks we like better than Prologis Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding PLD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Prologis, Inc. (NYSE:PLD – Free Report).

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Posted by Defense World Staff on Jul 20th, 2026

Aviance Capital Partners LLC lifted its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 386.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,237 shares of the network technology company’s stock after buying an additional 5,750 shares during the quarter. Aviance Capital Partners LLC’s holdings in Palo Alto Networks were worth $1,160,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC increased its stake in shares of Palo Alto Networks by 147.7% during the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after acquiring an additional 4,031 shares during the last quarter. Bison Wealth LLC lifted its holdings in shares of Palo Alto Networks by 169.1% during the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock worth $948,000 after acquiring an additional 3,275 shares during the period. Sivia Capital Partners LLC boosted its position in shares of Palo Alto Networks by 66.3% in the second quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock worth $713,000 after acquiring an additional 1,389 shares during the last quarter. Osterweis Capital Management Inc. grew its holdings in Palo Alto Networks by 11,100.0% in the second quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock valued at $115,000 after purchasing an additional 555 shares during the period. Finally, Main Street Financial Solutions LLC grew its holdings in Palo Alto Networks by 6.0% in the second quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock valued at $900,000 after purchasing an additional 249 shares during the period. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Stock Performance Shares of PANW stock opened at $358.68 on Monday. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. The company has a market cap of $292.32 billion, a PE ratio of 294.00, a P/E/G ratio of 13.32 and a beta of 0.91. The company’s fifty day simple moving average is $290.04 and its 200-day simple moving average is $212.48. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $368.80.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last issued its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.06. The company had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company’s revenue was up 31.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.37 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. As a group, equities research analysts anticipate that Palo Alto Networks, Inc. will post 2.03 EPS for the current year.

Insider Buying and Selling at Palo Alto Networks In other Palo Alto Networks news, EVP Lee Klarich sold 62,904 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $258.65, for a total value of $16,270,119.60. Following the transaction, the executive vice president owned 235,983 shares in the company, valued at $61,037,002.95. The trade was a 21.05% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director John P. Key sold 7,500 shares of the company’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the completion of the transaction, the director directly owned 12,500 shares of the company’s stock, valued at approximately $3,490,500. The trade was a 37.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 101,239 shares of company stock valued at $27,174,360. 1.40% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth PANW has been the topic of a number of recent analyst reports. Oppenheimer increased their price target on shares of Palo Alto Networks from $275.00 to $350.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Guggenheim downgraded Palo Alto Networks from a “neutral” rating to a “reduce” rating in a report on Wednesday, May 27th. Wolfe Research reaffirmed an “outperform” rating and issued a $320.00 target price on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. William Blair reiterated an “outperform” rating on shares of Palo Alto Networks in a report on Tuesday, June 16th. Finally, Northland Securities boosted their price target on Palo Alto Networks from $190.00 to $302.00 and gave the company a “market perform” rating in a research report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $327.74.

Check Out Our Latest Stock Analysis on PANW

Palo Alto Networks Profile (Free Report)

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.

See Also Five stocks we like better than Palo Alto Networks Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

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« PREVIOUS HEADLINEAviance Capital Partners LLC Buys Shares of 32,813 VICI Properties Inc. $VICI

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Posted by Defense World Staff on Jul 20th, 2026

Boston Common Asset Management LLC grew its stake in Spotify Technology (NYSE:SPOT – Free Report) by 64.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 52,596 shares of the company’s stock after buying an additional 20,516 shares during the period. Spotify Technology accounts for 1.6% of Boston Common Asset Management LLC’s investment portfolio, making the stock its 11th largest holding. Boston Common Asset Management LLC’s holdings in Spotify Technology were worth $25,504,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new position in shares of Spotify Technology during the fourth quarter worth about $711,460,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of Spotify Technology by 1,382.3% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,247,182 shares of the company’s stock valued at $724,251,000 after purchasing an additional 1,163,045 shares during the period. Coatue Management LLC boosted its position in shares of Spotify Technology by 35.9% in the 4th quarter. Coatue Management LLC now owns 2,450,881 shares of the company’s stock valued at $1,423,251,000 after purchasing an additional 647,708 shares during the period. National Pension Service purchased a new position in Spotify Technology during the 4th quarter worth approximately $316,278,000. Finally, Swedbank AB grew its stake in Spotify Technology by 37.9% during the 4th quarter. Swedbank AB now owns 1,616,321 shares of the company’s stock worth $938,614,000 after buying an additional 444,162 shares during the last quarter. 84.09% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Spotify Technology In other news, Director Sven Hans Martin Lorentzon sold 35,380 shares of Spotify Technology stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $525.73, for a total value of $18,600,327.40. Following the sale, the director owned 6,383 shares of the company’s stock, valued at $3,355,734.59. The trade was a 84.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Gustav Soderstrom sold 20,833 shares of the business’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $430.72, for a total transaction of $8,973,189.76. Following the transaction, the chief executive officer owned 20,492 shares in the company, valued at approximately $8,826,314.24. This trade represents a 50.41% decrease in their ownership of the stock. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 111,442 shares of company stock worth $54,757,553 in the last 90 days. Corporate insiders own 0.40% of the company’s stock.

Key Headlines Impacting Spotify Technology Here are the key news stories impacting Spotify Technology this week:

Positive Sentiment: Spotify unveiled a new AI assistant that lets users find songs, build playlists, and explore podcasts using natural language, which could improve engagement and support premium user growth. Spotify’s new AI assistant lets you find songs, create playlists and explore podcasts using natural language Positive Sentiment: Jefferies reiterated a Buy rating and a $600 price target ahead of earnings, signaling continued confidence in Spotify’s long-term growth and AI-related product roadmap. Spotify seen delivering steady Q2 results as investors await AI remixing updates Neutral Sentiment: Spotify was highlighted in an investor letter as having robust results, suggesting institutional investors still see the company as a strong operator despite recent market noise. Market Overlooked Spotify Technology S.A. (SPOT) Despite Robust Results Neutral Sentiment: Spotify partnered with Back Market for a back-to-school promotion, expanding brand visibility but with limited direct financial impact. Back Market Kicks Off Back-to-School Season with Survey Revealing How Parents Are Redefining the Smart Tech Purchase – And Debuting New Partnerships with Duolingo and Spotify Negative Sentiment: Zacks said Spotify’s growth story remains intact, but warned that a rich valuation, high royalty costs, and intensifying competition make the risk/reward less attractive. Spotify’s Growth Story Is Intact, but Faces Valuation Threat Negative Sentiment: Spotify also faced criticism after Lorde slammed the company over sloppy AI-generated song descriptions, adding a reputational headwind around its AI rollout. Lorde slams Spotify over sloppy AI-generated song descriptions Wall Street Analyst Weigh In Several research analysts have commented on SPOT shares. Morgan Stanley lifted their price target on Spotify Technology from $590.00 to $610.00 and gave the stock an “overweight” rating in a research report on Friday, May 22nd. Daiwa Securities Group assumed coverage on shares of Spotify Technology in a research report on Thursday, March 26th. They set an “outperform” rating and a $535.00 target price on the stock. Canaccord Genuity Group cut their target price on shares of Spotify Technology from $750.00 to $720.00 and set a “buy” rating on the stock in a report on Wednesday, April 29th. Wells Fargo & Company reduced their price target on shares of Spotify Technology from $600.00 to $570.00 and set an “overweight” rating for the company in a research report on Thursday, July 9th. Finally, KeyCorp decreased their price target on shares of Spotify Technology from $745.00 to $680.00 and set an “overweight” rating for the company in a research note on Wednesday, April 29th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $638.58.

Get Our Latest Stock Report on SPOT

Spotify Technology Trading Up 0.2% NYSE:SPOT opened at $478.86 on Monday. Spotify Technology has a 12-month low of $405.00 and a 12-month high of $748.30. The stock’s 50 day simple moving average is $476.38 and its 200-day simple moving average is $491.10. The firm has a market cap of $98.59 billion, a P/E ratio of 38.16, a PEG ratio of 1.18 and a beta of 1.56.

Spotify Technology (NYSE:SPOT – Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $4.04 earnings per share for the quarter, topping the consensus estimate of $3.41 by $0.63. Spotify Technology had a return on equity of 35.73% and a net margin of 15.56%.The firm had revenue of $5.25 billion during the quarter, compared to the consensus estimate of $5.23 billion. During the same period last year, the company earned $1.07 earnings per share. The company’s revenue for the quarter was up 8.2% on a year-over-year basis. Research analysts forecast that Spotify Technology will post 14.51 EPS for the current fiscal year.

Spotify Technology Profile (Free Report)

Spotify Technology is a digital audio streaming company best known for its on-demand music service and a growing portfolio of spoken-word content. Founded in Sweden in 2006 by Daniel Ek and Martin Lorentzon and launched commercially in 2008, the company offers a cross-platform app that enables users to discover, stream and organize music, podcasts and other audio. Its primary consumer products include a free, ad-supported tier and a paid Spotify Premium subscription that provides ad-free listening, offline playback and higher-quality audio streams.

Read More Five stocks we like better than Spotify Technology Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding SPOT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Spotify Technology (NYSE:SPOT – Free Report).

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« PREVIOUS HEADLINEDecker Wealth Management LLC Purchases New Position in Waste Management, Inc. $WM

Posted by Defense World Staff on Jul 20th, 2026

California Public Employees Retirement System boosted its position in shares of Nucor Corporation (NYSE:NUE – Free Report) by 19.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 510,331 shares of the basic materials company’s stock after purchasing an additional 82,668 shares during the quarter. California Public Employees Retirement System owned 0.22% of Nucor worth $86,297,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. boosted its position in shares of Nucor by 0.5% during the fourth quarter. Vanguard Group Inc. now owns 28,407,540 shares of the basic materials company’s stock worth $4,633,554,000 after purchasing an additional 144,038 shares in the last quarter. Morgan Stanley increased its position in shares of Nucor by 1.1% in the 4th quarter. Morgan Stanley now owns 3,853,205 shares of the basic materials company’s stock valued at $628,497,000 after buying an additional 41,728 shares in the last quarter. Norges Bank acquired a new stake in Nucor during the 4th quarter worth $609,002,000. Nordea Investment Management AB raised its stake in Nucor by 11.1% during the 4th quarter. Nordea Investment Management AB now owns 2,103,000 shares of the basic materials company’s stock worth $342,642,000 after buying an additional 210,577 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its stake in Nucor by 3.0% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 1,919,883 shares of the basic materials company’s stock worth $313,152,000 after buying an additional 56,565 shares during the period. 76.48% of the stock is currently owned by institutional investors and hedge funds.

Nucor Price Performance Shares of NYSE NUE opened at $236.77 on Monday. The company has a fifty day moving average price of $239.20 and a 200 day moving average price of $201.90. The firm has a market cap of $53.92 billion, a PE ratio of 23.44, a PEG ratio of 0.54 and a beta of 1.91. The company has a current ratio of 2.90, a quick ratio of 1.55 and a debt-to-equity ratio of 0.30. Nucor Corporation has a 1-year low of $131.32 and a 1-year high of $270.90.

Nucor (NYSE:NUE – Get Free Report) last released its quarterly earnings results on Monday, April 27th. The basic materials company reported $3.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.82 by $0.41. The firm had revenue of $9.50 billion for the quarter, compared to the consensus estimate of $8.88 billion. Nucor had a return on equity of 10.68% and a net margin of 6.82%.The company’s revenue for the quarter was up 21.3% on a year-over-year basis. During the same quarter last year, the business posted $0.77 EPS. Research analysts predict that Nucor Corporation will post 17.68 earnings per share for the current fiscal year.

Nucor Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Tuesday, June 30th will be issued a dividend of $0.56 per share. The ex-dividend date is Tuesday, June 30th. This represents a $2.24 dividend on an annualized basis and a dividend yield of 0.9%. Nucor’s dividend payout ratio (DPR) is presently 22.18%.

Wall Street Analyst Weigh In A number of research analysts have issued reports on the company. CICC Research assumed coverage on Nucor in a research note on Monday, May 25th. They issued an “outperform” rating for the company. KeyCorp raised Nucor from a “sector weight” rating to an “overweight” rating and set a $274.00 price target on the stock in a research report on Wednesday, June 24th. Bank of America cut their price objective on Nucor from $290.00 to $280.00 and set a “buy” rating on the stock in a report on Thursday, July 9th. Weiss Ratings upgraded Nucor from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, May 14th. Finally, Wall Street Zen raised Nucor from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 16th. Twelve research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $266.31.

Check Out Our Latest Report on Nucor

Insiders Place Their Bets In other Nucor news, EVP Allen C. Behr sold 10,096 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $226.08, for a total transaction of $2,282,503.68. Following the completion of the transaction, the executive vice president owned 62,871 shares of the company’s stock, valued at $14,213,875.68. This represents a 13.84% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Bradley Ford sold 2,240 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $232.13, for a total transaction of $519,971.20. Following the transaction, the executive vice president directly owned 43,649 shares of the company’s stock, valued at $10,132,242.37. This represents a 4.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 82,378 shares of company stock worth $18,963,930 in the last 90 days. Company insiders own 0.62% of the company’s stock.

About Nucor (Free Report)

Nucor Corporation (NYSE: NUE) is an American steel producer headquartered in Charlotte, North Carolina. The company is primarily engaged in the manufacture and sale of steel and steel products, operating a network of steel mills, recycling facilities and fabrication plants across the United States and North America. Nucor’s operations emphasize electric arc furnace steelmaking using recycled scrap metal, which supports a decentralized, mill-based production model focused on efficiency and flexibility.

Product offerings span a broad range of basic and value‑added steel items, including sheet, plate, merchant bar, structural beams, reinforcing bar, tubing, fasteners and fabricated components.

Recommended Stories Five stocks we like better than Nucor Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

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« PREVIOUS HEADLINECalifornia Public Employees Retirement System Sells 40,725 Shares of Roper Technologies, Inc. $ROP

Posted by Defense World Staff on Jul 20th, 2026

Cantillon Capital Management LLC decreased its position in S&P Global Inc. (NYSE:SPGI – Free Report) by 11.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,547,303 shares of the business services provider’s stock after selling 208,321 shares during the period. S&P Global comprises approximately 4.4% of Cantillon Capital Management LLC’s portfolio, making the stock its 5th biggest holding. Cantillon Capital Management LLC owned 0.52% of S&P Global worth $658,130,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. YANKCOM Partnership lifted its position in shares of S&P Global by 7.9% during the 4th quarter. YANKCOM Partnership now owns 259 shares of the business services provider’s stock valued at $135,000 after buying an additional 19 shares during the last quarter. LeConte Wealth Management LLC increased its holdings in S&P Global by 4.1% in the 4th quarter. LeConte Wealth Management LLC now owns 511 shares of the business services provider’s stock worth $267,000 after acquiring an additional 20 shares during the last quarter. Elwood & Goetz Wealth Advisory Group LLC raised its stake in S&P Global by 3.3% in the 4th quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 632 shares of the business services provider’s stock valued at $330,000 after acquiring an additional 20 shares during the period. Steigerwald Gordon & Koch Inc. raised its stake in S&P Global by 15.6% in the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 148 shares of the business services provider’s stock valued at $77,000 after acquiring an additional 20 shares during the period. Finally, Embree Financial Group lifted its holdings in S&P Global by 2.0% during the fourth quarter. Embree Financial Group now owns 1,090 shares of the business services provider’s stock valued at $570,000 after purchasing an additional 21 shares during the last quarter. 87.17% of the stock is owned by institutional investors.

S&P Global Stock Down 0.1% SPGI stock opened at $450.57 on Monday. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.34. The firm has a market capitalization of $133.37 billion, a PE ratio of 28.52, a PEG ratio of 2.18 and a beta of 1.08. S&P Global Inc. has a twelve month low of $381.61 and a twelve month high of $579.05. The stock has a 50-day simple moving average of $421.35 and a two-hundred day simple moving average of $444.73.

S&P Global (NYSE:SPGI – Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share for the quarter, beating the consensus estimate of $4.82 by $0.15. S&P Global had a return on equity of 17.26% and a net margin of 30.37%.The firm had revenue of $4.17 billion for the quarter, compared to analysts’ expectations of $4.08 billion. During the same period in the prior year, the business posted $4.37 earnings per share. The company’s revenue was up 10.4% on a year-over-year basis. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. On average, equities analysts predict that S&P Global Inc. will post 19.32 EPS for the current fiscal year.

S&P Global Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Wednesday, August 26th will be paid a dividend of $0.97 per share. The ex-dividend date of this dividend is Wednesday, August 26th. This represents a $3.88 annualized dividend and a yield of 0.9%. S&P Global’s payout ratio is currently 24.56%.

Insider Buying and Selling In other news, CEO Martina Cheung bought 2,322 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The shares were acquired at an average price of $429.93 per share, with a total value of $998,297.46. Following the acquisition, the chief executive officer owned 27,518 shares of the company’s stock, valued at approximately $11,830,813.74. The trade was a 9.22% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Robert Edward Jr. Moritz bought 1,152 shares of the stock in a transaction on Thursday, April 30th. The stock was purchased at an average price of $434.03 per share, for a total transaction of $500,002.56. Following the completion of the purchase, the director directly owned 1,152 shares in the company, valued at approximately $500,002.56. This represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have bought 5,974 shares of company stock valued at $2,576,775. Company insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In A number of equities analysts have weighed in on the stock. Evercore cut their target price on shares of S&P Global from $625.00 to $560.00 and set an “outperform” rating for the company in a research report on Thursday, April 16th. BMO Capital Markets boosted their price target on shares of S&P Global from $495.00 to $505.00 and gave the company an “outperform” rating in a research report on Tuesday, July 7th. Wall Street Zen raised shares of S&P Global to a “hold” rating in a report on Saturday, July 4th. Barclays cut their price objective on shares of S&P Global from $565.00 to $555.00 and set an “overweight” rating for the company in a report on Tuesday, July 7th. Finally, The Goldman Sachs Group lowered their target price on shares of S&P Global from $539.00 to $490.00 and set a “buy” rating on the stock in a report on Wednesday, July 1st. Seventeen equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $533.88.

Get Our Latest Stock Analysis on S&P Global

Key Stories Impacting S&P Global Here are the key news stories impacting S&P Global this week:

Positive Sentiment: Stifel Nicolaus raised its price target on S&P Global to $521 from $489 and kept a buy rating, implying roughly 15.6% upside from the current share price. Benzinga Street Insider Positive Sentiment: S&P Global Energy said booming U.S. LNG exports could add $1.4 trillion to GDP through 2040 and support hundreds of thousands of jobs, reinforcing the company’s research and energy-market credibility. Reuters Positive Sentiment: S&P Global Market Intelligence launched ETF Intelligence, a new analytics product aimed at the fast-growing ETF market, which could help expand data and subscription revenue over time. PR Newswire Neutral Sentiment: Erste Group Bank lowered its FY2026 EPS estimate for S&P Global to $18.60 from $19.62, which is below the current consensus estimate of $19.49 and may temper expectations. MarketBeat Neutral Sentiment: Separate commentary flagged the stock as expensive on fair value and earnings, suggesting valuation remains a concern for some investors. Yahoo Finance Negative Sentiment: One market report said S&P Global underperformed peers on Wednesday, indicating some relative weakness versus competitors. MarketWatch About S&P Global (Free Report)

S&P Global is a leading provider of financial information, analytics and benchmark indices that serve investors, issuers, corporations and public institutions worldwide. The company operates through well-known businesses that include credit ratings, market intelligence and index licensing, as well as commodity and energy information services. Its products and services are used to assess creditworthiness, inform investment decisions, construct and track benchmark portfolios, and support risk and commodity market analysis.

S&P Global Ratings provides independent credit ratings, research and data used by fixed income investors and capital market participants to evaluate issuer and transaction risk.

See Also Five stocks we like better than S&P Global Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding SPGI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for S&P Global Inc. (NYSE:SPGI – Free Report).

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« PREVIOUS HEADLINETaiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Trimmed by Cantillon Capital Management LLC

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20.7.2026 13:13, BAANLOK

Tým analytiků ze společnosti Zacks přistoupil ke zvýšení cílové ceny pro akcie Gen Digital na 28 USD (593,6 Kč) z dřívějších 27 USD (572,4 Kč) při zachovávání investičního doporučení na stupni „neutral“.

Akcie Gen Digital Akcie Gen Digital (BAANLOK) se na pražské burze obchodují za 538 Kč, na RM-SYSTÉMu pak za 536 Kč.

Zdroj: Bloomberg

Michal Šnobl
Fio banka, a.s.
Prohlášení

Boston Common Asset Management LLC cut its holdings in State Street Corporation (NYSE:STT – Free Report) by 15.7% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 30,757 shares of the asset manager’s stock after selling 5,712 shares during the period. Boston Common Asset Management LLC’s holdings in State Street were worth $3,893,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the business. Nordea Investment Management AB grew its holdings in State Street by 15.4% in the 4th quarter. Nordea Investment Management AB now owns 2,829,271 shares of the asset manager’s stock valued at $367,041,000 after buying an additional 377,568 shares during the period. Clean Yield Group lifted its holdings in shares of State Street by 8,247.4% during the 4th quarter. Clean Yield Group now owns 19,199 shares of the asset manager’s stock worth $2,477,000 after acquiring an additional 18,969 shares during the period. IFM Investors Pty Ltd boosted its position in shares of State Street by 9.7% in the first quarter. IFM Investors Pty Ltd now owns 84,534 shares of the asset manager’s stock worth $10,699,000 after acquiring an additional 7,469 shares during the last quarter. Concurrent Investment Advisors LLC acquired a new stake in shares of State Street in the fourth quarter worth approximately $1,959,000. Finally, Heritage Family Offices LLP acquired a new stake in shares of State Street in the fourth quarter worth approximately $1,220,000. Hedge funds and other institutional investors own 87.44% of the company’s stock.

State Street News Summary Here are the key news stories impacting State Street this week:

Positive Sentiment: State Street delivered a Q2 earnings beat, reporting $3.65 EPS on $4.05 billion in revenue versus expectations of $3.34 EPS and $3.88 billion in sales, supported by higher fee income, stronger net interest income, and no credit-loss provision. State Street Corporation (NYSE: STT) Reports Second-Quarter 2026 Financial Results Positive Sentiment: Management’s update showed strong operating momentum, with assets under custody and management reaching record levels and revenue growth accelerating sharply year over year, reinforcing confidence in the company’s earnings power. State Street’s quarterly profit jumps 56% on strong fee income Positive Sentiment: Several analysts turned more constructive after the results, including KBW and Wells Fargo, both lifting their price targets to $215, while RBC raised its target to $196, signaling expectations for additional upside. These Analysts Raise Their Forecasts On State Street Following Upbeat Q2 Results Neutral Sentiment: Truist reaffirmed its hold rating but still increased its target to $191, suggesting the earnings strength improved valuation expectations even without a bullish rating change. Benzinga analyst update on State Street Neutral Sentiment: Commentary on digital custody, ETF pricing pressure, and macro-driven operating leverage adds context, but the immediate stock move appears to be driven mainly by the earnings beat and analyst upgrades. State Street Q2: Macro Conditions Continue To Drive Healthy Operating Leverage Analysts Set New Price Targets STT has been the subject of several research analyst reports. Evercore set a $186.00 price target on shares of State Street and gave the stock an “outperform” rating in a research report on Monday, July 6th. Wells Fargo & Company boosted their price objective on shares of State Street from $196.00 to $215.00 and gave the company an “overweight” rating in a research note on Friday. Argus upped their price objective on State Street from $140.00 to $168.00 and gave the stock a “buy” rating in a report on Tuesday, April 21st. Truist Financial reaffirmed a “hold” rating and issued a $191.00 target price (up from $176.00) on shares of State Street in a research report on Friday. Finally, Seaport Research Partners reiterated a “buy” rating and issued a $170.00 target price on shares of State Street in a report on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, State Street presently has a consensus rating of “Moderate Buy” and a consensus price target of $183.84.

Get Our Latest Research Report on State Street

State Street Trading Down 0.1% Shares of STT stock opened at $182.27 on Monday. The company has a quick ratio of 0.57, a current ratio of 0.59 and a debt-to-equity ratio of 1.04. State Street Corporation has a fifty-two week low of $104.64 and a fifty-two week high of $192.51. The firm’s 50 day moving average price is $165.83 and its two-hundred day moving average price is $144.18. The stock has a market cap of $50.45 billion, a price-to-earnings ratio of 16.07, a price-to-earnings-growth ratio of 0.90 and a beta of 1.42.

State Street (NYSE:STT – Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The asset manager reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.34 by $0.31. State Street had a net margin of 15.02% and a return on equity of 15.26%. The company had revenue of $4.05 billion during the quarter, compared to analyst estimates of $3.88 billion. During the same quarter in the prior year, the business earned $2.04 earnings per share. The business’s quarterly revenue was up 23.3% compared to the same quarter last year. On average, analysts anticipate that State Street Corporation will post 13.35 EPS for the current year.

State Street Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Tuesday, October 13th. Investors of record on Thursday, October 1st will be issued a $0.92 dividend. The ex-dividend date is Thursday, October 1st. This represents a $3.68 annualized dividend and a yield of 2.0%. This is an increase from State Street’s previous quarterly dividend of $0.84. State Street’s payout ratio is currently 29.63%.

Insider Buying and Selling In other State Street news, CEO Hanley Ronald P. O sold 14,553 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $155.35, for a total transaction of $2,260,808.55. Following the transaction, the chief executive officer owned 255,512 shares in the company, valued at $39,693,789.20. The trade was a 5.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michael L. Richards sold 1,500 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $162.14, for a total value of $243,210.00. Following the completion of the sale, the executive vice president directly owned 41,827 shares of the company’s stock, valued at $6,781,829.78. The trade was a 3.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 37,876 shares of company stock valued at $5,866,583 in the last 90 days. 0.27% of the stock is currently owned by company insiders.

About State Street (Free Report)

State Street Corporation is a global financial services company that provides a range of investment servicing, investment management and investment research and trading services to institutional investors. Its principal activities include custody and fund administration, securities lending, performance and risk analytics, trading and execution services, and foreign exchange. The company also offers investment management through State Street Global Advisors, a major provider of exchange-traded funds and institutional investment strategies.

State Street serves a broad client base of asset managers, insurance companies, pension funds, endowments, and other institutions across North America, Europe, Asia and other global markets.

Featured Stories Five stocks we like better than State Street Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding STT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for State Street Corporation (NYSE:STT – Free Report).

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Posted by Defense World Staff on Jul 20th, 2026

California Public Employees Retirement System trimmed its position in Crown Castle Inc. (NYSE:CCI – Free Report) by 24.6% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 837,246 shares of the real estate investment trust’s stock after selling 273,658 shares during the period. California Public Employees Retirement System owned 0.19% of Crown Castle worth $68,076,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of CCI. Universal Beteiligungs und Servicegesellschaft mbH raised its position in shares of Crown Castle by 9.9% during the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 672,933 shares of the real estate investment trust’s stock valued at $60,086,000 after acquiring an additional 60,497 shares in the last quarter. Cooke & Bieler LP boosted its holdings in Crown Castle by 21.2% in the fourth quarter. Cooke & Bieler LP now owns 2,930,797 shares of the real estate investment trust’s stock worth $260,460,000 after purchasing an additional 511,763 shares during the period. Skylands Capital LLC increased its stake in Crown Castle by 6.2% during the fourth quarter. Skylands Capital LLC now owns 262,050 shares of the real estate investment trust’s stock valued at $23,288,000 after purchasing an additional 15,300 shares during the last quarter. Aberdeen Group plc increased its stake in Crown Castle by 13.9% during the fourth quarter. Aberdeen Group plc now owns 1,052,667 shares of the real estate investment trust’s stock valued at $93,551,000 after purchasing an additional 128,212 shares during the last quarter. Finally, Fisher Asset Management LLC raised its holdings in shares of Crown Castle by 1.0% during the fourth quarter. Fisher Asset Management LLC now owns 5,506,580 shares of the real estate investment trust’s stock worth $489,370,000 after purchasing an additional 54,078 shares during the period. 90.77% of the stock is owned by institutional investors.

Crown Castle Stock Up 0.1% CCI stock opened at $79.24 on Monday. Crown Castle Inc. has a fifty-two week low of $73.75 and a fifty-two week high of $115.76. The firm’s 50-day simple moving average is $85.66 and its 200 day simple moving average is $86.16. The stock has a market cap of $34.59 billion, a PE ratio of 32.75, a price-to-earnings-growth ratio of 0.40 and a beta of 0.95.

Crown Castle (NYSE:CCI – Get Free Report) last posted its earnings results on Wednesday, April 22nd. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.47 by $0.55. Crown Castle had a net margin of 25.13% and a negative return on equity of 64.64%. The firm had revenue of $1.01 billion during the quarter, compared to analyst estimates of $995.41 million. During the same period in the previous year, the business posted $1.10 EPS. Crown Castle’s revenue was down 4.9% on a year-over-year basis. Crown Castle has set its FY 2026 guidance at 4.380-4.490 EPS. Equities analysts forecast that Crown Castle Inc. will post 4.22 EPS for the current fiscal year.

Crown Castle Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Monday, June 15th were given a dividend of $1.0625 per share. The ex-dividend date was Monday, June 15th. This represents a $4.25 annualized dividend and a dividend yield of 5.4%. Crown Castle’s payout ratio is currently 175.62%.

Analyst Upgrades and Downgrades CCI has been the topic of a number of recent research reports. Wolfe Research downgraded shares of Crown Castle from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, May 20th. The Goldman Sachs Group started coverage on shares of Crown Castle in a research note on Friday, June 26th. They set a “neutral” rating and a $95.00 price objective on the stock. Wall Street Zen upgraded Crown Castle from a “sell” rating to a “hold” rating in a research note on Saturday, May 16th. Wells Fargo & Company reiterated an “equal weight” rating and set a $85.00 price target (down from $90.00) on shares of Crown Castle in a research report on Monday, March 23rd. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Crown Castle in a report on Friday, May 22nd. Two analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $98.52.

Read Our Latest Analysis on CCI

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.

Read More Five stocks we like better than Crown Castle Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

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Posted by Defense World Staff on Jul 20th, 2026

California Public Employees Retirement System cut its holdings in shares of Cloudflare, Inc. (NYSE:NET – Free Report) by 26.0% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 391,272 shares of the company’s stock after selling 137,675 shares during the period. California Public Employees Retirement System owned 0.11% of Cloudflare worth $80,735,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in NET. Vanguard Group Inc. boosted its holdings in Cloudflare by 0.3% in the fourth quarter. Vanguard Group Inc. now owns 32,407,646 shares of the company’s stock valued at $6,389,167,000 after acquiring an additional 90,397 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Cloudflare by 4.2% in the 4th quarter. Geode Capital Management LLC now owns 6,018,175 shares of the company’s stock worth $1,184,044,000 after purchasing an additional 241,981 shares during the period. First Trust Advisors LP raised its stake in Cloudflare by 1.6% in the fourth quarter. First Trust Advisors LP now owns 4,019,157 shares of the company’s stock worth $792,377,000 after buying an additional 63,198 shares in the last quarter. Invesco Ltd. lifted its holdings in Cloudflare by 1.3% in the third quarter. Invesco Ltd. now owns 3,964,733 shares of the company’s stock worth $850,792,000 after buying an additional 49,485 shares during the period. Finally, Norges Bank bought a new stake in Cloudflare during the 4th quarter valued at approximately $718,316,000. Institutional investors own 82.68% of the company’s stock.

Cloudflare News Summary Here are the key news stories impacting Cloudflare this week:

Positive Sentiment: Morgan Stanley raised its price target on Cloudflare from $305 to $322 and reiterated an overweight rating, signaling stronger confidence in the company’s upside. This kind of analyst upgrade can help support the stock. Morgan Stanley price target increase on Cloudflare Positive Sentiment: Cloudflare launched Precursor, a new bot-management product designed to detect sophisticated automated attacks in real time. The launch reinforces the company’s cybersecurity and privacy narrative, which is a key driver of investor optimism. Cloudflare launches Precursor Positive Sentiment: Recent commentary continues to highlight Cloudflare as a beneficiary of rising demand for cybersecurity and AI infrastructure, and the stock has also been mentioned favorably in momentum-stock and “best cybersecurity stocks” roundups. Cloudflare momentum stock article Neutral Sentiment: Other recent articles emphasize Cloudflare’s strong three-year run and rising fair-value estimates, but also note that the shares already trade at a rich valuation. That may limit near-term upside if growth does not keep accelerating. Cloudflare valuation article Neutral Sentiment: The stock also got a “gains as market dips” mention, reflecting relative strength versus the broader market rather than a company-specific catalyst. Cloudflare gains as market dips article Cloudflare Price Performance Shares of NET opened at $277.84 on Monday. Cloudflare, Inc. has a fifty-two week low of $158.83 and a fifty-two week high of $291.00. The firm’s 50-day simple moving average is $236.36 and its two-hundred day simple moving average is $210.01. The stock has a market cap of $98.21 billion, a PE ratio of -1,111.37, a price-to-earnings-growth ratio of 283.00 and a beta of 1.67. The company has a debt-to-equity ratio of 1.29, a quick ratio of 1.96 and a current ratio of 1.96.

Cloudflare (NYSE:NET – Get Free Report) last released its earnings results on Thursday, May 7th. The company reported $0.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.23 by $0.02. Cloudflare had a negative net margin of 3.72% and a negative return on equity of 5.65%. The firm had revenue of $639.75 million during the quarter, compared to analyst estimates of $620.83 million. During the same period last year, the business earned $0.16 earnings per share. The business’s revenue was up 33.5% on a year-over-year basis. Cloudflare has set its FY 2026 guidance at 1.190-1.200 EPS and its Q2 2026 guidance at 0.270-0.270 EPS. Analysts anticipate that Cloudflare, Inc. will post 0.02 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades Several brokerages have recently issued reports on NET. Guggenheim reissued a “sell” rating and issued a $140.00 target price on shares of Cloudflare in a research report on Wednesday, June 10th. Wells Fargo & Company assumed coverage on Cloudflare in a research report on Tuesday, July 7th. They set a “neutral” rating on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $290.00 price target on shares of Cloudflare in a research note on Thursday. UBS Group increased their price objective on Cloudflare from $220.00 to $250.00 and gave the stock a “neutral” rating in a report on Wednesday, June 10th. Finally, Jefferies Financial Group downgraded Cloudflare from a “buy” rating to a “hold” rating in a report on Tuesday, July 7th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, eight have given a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $253.41.

View Our Latest Research Report on Cloudflare

Insider Buying and Selling In other Cloudflare news, CEO Matthew Prince sold 52,422 shares of Cloudflare stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $249.09, for a total transaction of $13,057,795.98. The sale was disclosed in a legal 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. Also, insider Michelle Zatlyn sold 35,080 shares of Cloudflare stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $213.98, for a total value of $7,506,418.40. Following the transaction, the insider owned 47,425 shares of the company’s stock, valued at $10,148,001.50. The trade was a 42.52% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 590,544 shares of company stock valued at $132,719,009. 10.66% of the stock is owned by corporate insiders.

About Cloudflare (Free Report)

Cloudflare, Inc is a global web infrastructure and security company that provides a suite of services designed to improve the performance, reliability and security of internet properties. Its core offerings include a content delivery network (CDN), distributed denial-of-service (DDoS) protection, managed DNS, and a web application firewall (WAF). Cloudflare also provides tools for bot management, SSL/TLS, load balancing and rate limiting to help organizations maintain uptime and protect web applications from attack.

In addition to traditional edge and security services, Cloudflare has expanded into edge computing and developer platforms.

Featured Stories Five stocks we like better than Cloudflare Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

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Posted by Defense World Staff on Jul 20th, 2026

California Public Employees Retirement System cut its holdings in Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 14.1% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 248,003 shares of the industrial products company’s stock after selling 40,725 shares during the quarter. California Public Employees Retirement System owned 0.25% of Roper Technologies worth $87,758,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of ROP. Norges Bank acquired a new position in shares of Roper Technologies during the 4th quarter valued at $1,112,873,000. Vanguard Group Inc. grew its holdings in Roper Technologies by 12.5% in the fourth quarter. Vanguard Group Inc. now owns 12,477,100 shares of the industrial products company’s stock worth $5,553,932,000 after purchasing an additional 1,384,656 shares during the period. OpenArc Corporate Advisory LLC acquired a new stake in Roper Technologies in the fourth quarter worth $367,567,000. AQR Capital Management LLC increased its stake in Roper Technologies by 194.6% in the fourth quarter. AQR Capital Management LLC now owns 772,347 shares of the industrial products company’s stock valued at $343,795,000 after purchasing an additional 510,138 shares in the last quarter. Finally, Qube Research & Technologies Ltd increased its stake in Roper Technologies by 131.6% in the third quarter. Qube Research & Technologies Ltd now owns 750,800 shares of the industrial products company’s stock valued at $374,416,000 after purchasing an additional 426,648 shares in the last quarter. Institutional investors and hedge funds own 93.31% of the company’s stock.

Roper Technologies Price Performance Roper Technologies stock opened at $363.14 on Monday. The firm has a market capitalization of $36.65 billion, a price-to-earnings ratio of 22.68, a price-to-earnings-growth ratio of 1.65 and a beta of 0.76. The firm’s fifty day moving average price is $336.99 and its two-hundred day moving average price is $356.96. Roper Technologies, Inc. has a 1-year low of $305.96 and a 1-year high of $566.24. The company has a current ratio of 0.53, a quick ratio of 0.49 and a debt-to-equity ratio of 0.52.

Roper Technologies (NASDAQ:ROP – Get Free Report) last posted its earnings results on Thursday, April 23rd. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate of $4.97 by $0.19. Roper Technologies had a net margin of 21.12% and a return on equity of 11.16%. The company had revenue of $2.10 billion during the quarter. During the same period in the previous year, the firm earned $4.78 earnings per share. The company’s revenue was up 11.3% on a year-over-year basis. Roper Technologies has set its Q2 2026 guidance at 5.250-5.30 EPS and its FY 2026 guidance at 21.800-22.050 EPS. On average, equities research analysts predict that Roper Technologies, Inc. will post 21.95 earnings per share for the current fiscal year.

Roper Technologies Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Wednesday, July 8th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Wednesday, July 8th. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Roper Technologies’s dividend payout ratio is 22.74%.

Wall Street Analysts Forecast Growth ROP has been the topic of a number of research analyst reports. Weiss Ratings reissued a “sell (d+)” rating on shares of Roper Technologies in a research report on Monday, June 8th. Piper Sandler boosted their target price on Roper Technologies from $530.00 to $540.00 and gave the company an “overweight” rating in a research report on Friday, April 24th. BMO Capital Markets began coverage on Roper Technologies in a research note on Friday, July 10th. They set a “market perform” rating and a $393.00 price target on the stock. Royal Bank Of Canada increased their price target on Roper Technologies from $393.00 to $407.00 and gave the stock a “sector perform” rating in a report on Friday, April 24th. Finally, Zacks Research cut Roper Technologies from a “strong-buy” rating to a “hold” rating in a research note on Thursday, June 25th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Roper Technologies currently has an average rating of “Hold” and a consensus target price of $467.12.

Get Our Latest Analysis on ROP

Roper Technologies Company Profile (Free Report)

Roper Technologies, Inc (NASDAQ: ROP) is a diversified technology company that acquires and manages businesses delivering specialized software, engineered products and data-driven analytics to niche markets. Its subsidiaries develop enterprise and cloud-based software, scientific and analytical instruments, industrial and medical devices, and other applied technologies designed to solve specific operational, regulatory and commercial challenges for customers. The company emphasizes recurring revenue streams from software licenses, subscriptions and service contracts alongside sales of hardware and instruments.

Roper operates a decentralized operating model in which acquired businesses retain entrepreneurial autonomy while benefiting from centralized capital allocation, legal and financial support.

Further Reading Five stocks we like better than Roper Technologies Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

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VANCOUVER, Wash.--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has reported that Pratt Industries, the world's largest privately owned manufacturer of 100% recycled paper packaging, has closed deals worth hundreds of thousands of dollars over 10 months and several million dollars a year after modernizing how its field sales team prospects, according to the company. Pratt is a multi-billion-dollar enterprise built over some 30 years, with a nationwide network of recyc.

3 Stocks Under $5 With Strong Analyst Upside PotentialVaxart OTCMKTS: VXRT held its 2026 Annual Meeting of Stockholders, where investors re-elected the company’s full slate of directors, ratified its auditor and rejected the company’s non-binding advisory proposal on executive compensation.

Mark Watson, Vaxart’s lead independent director and chair of the meeting, said proxies had been received for 110,631,100 of the company’s 242,044,838 outstanding shares of common stock entitled to vote as of the May 26, 2026, record date. That represented about 45.71% of eligible shares and constituted a quorum.

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Stockholders Elect Directors, Reject Say-on-Pay Proposal Stockholders approved the election of James B. Breitmeyer, M.D., Ph.D.; Kevin P. Finney; Elaine J. Heron, Ph.D.; Steven Lo; W. Mark Watson, CPA; and David Wheadon, M.D., as directors to serve until the 2027 Annual Meeting of Stockholders or until their successors are elected and qualified.

Investors also approved the ratification of WithumSmith+Brown, PC as Vaxart’s independent registered public accounting firm for the fiscal year ending Dec. 31, 2026.

However, Watson said the company’s non-binding advisory vote on the compensation of named executive officers, referred to as the say-on-pay proposal, “did not pass.” Vaxart said it expects to report preliminary voting results, or final results if available, in a Form 8-K filing with the Securities and Exchange Commission within four business days of the meeting.

Management Says No Reverse Split Is Currently Planned Several stockholder questions focused on whether Vaxart would pursue a reverse stock split. Steven Lo, Vaxart’s president and chief executive officer, said the company is “not working on a reverse stock split at the present moment.”

Lo said Vaxart is focused on executing its corporate strategy, including completing its COVID-19 study and seeking potential norovirus partnerships. In response to a question about shareholder feedback, Lo said the company did not propose a reverse split at the annual meeting because it had heard from stockholders.

“Your opinion does matter,” Lo said.

Asked whether management anticipated calling a special meeting to revive a reverse split initiative, Lo said there is no current plan for a special meeting. He added that the company would prefer to execute its plan and, in a best-case scenario, see the stock price grow organically.

COVID-19 Program and BARDA-Backed Study Discussed Lo addressed questions about the 400-participant sentinel cohort data from Vaxart’s COVID-19 vaccine study. He said the company had announced top-line 12-month safety data from the cohort on July 6 and directed investors to the company’s press release for more detail.

Lo said Vaxart was “very happy” with the safety findings, including systemic effects, and said the Vaxart cohort “did much better than the mRNA” comparator on certain safety measures. He said the findings reinforced the safety of the company’s oral vaccine platform, noting that Vaxart has cumulatively dosed more than 1,000 subjects across studies.

On efficacy, Lo said the 400-participant cohort was not powered or designed to compare efficacy against mRNA vaccines. Still, he said the numbers were “certainly very close” and that Vaxart was encouraged by the results as it moves into a 5,000-subject cohort.

Lo said the sentinel 400 cohort targeted the XBB strain, matching the mRNA comparator used at that time. For the 5,000-participant cohort, he said the vaccine was updated to target the KP.2 strain, again matching the mRNA comparator. He also said the program uses Vaxart’s current second-generation constructs.

Regarding BARDA funding, Lo said Vaxart remains one of the few companies with a COVID-19 program agreement with BARDA after the agency canceled many projects in 2025. He said weekly interactions with BARDA could help position Vaxart for future opportunities, though any additional funding would depend on BARDA’s priorities and available budget.

Norovirus Partnerships Remain a Focus Lo said Vaxart has maintained ongoing conversations with various companies regarding a potential norovirus partnership. He emphasized that the company views the norovirus asset as highly valuable and would only be interested in offers that reflect what management sees as the full potential of the market.

“We only are going to be interested in offers that realize the full value of the potential of the norovirus market,” Lo said, adding that Vaxart believes it has one of the only norovirus vaccine candidates in development.

Asked about advancing the norovirus pipeline into a Phase II clinical study, Lo said the timing depends on additional funding and, at this point, would require a partnership commitment.

Cash Runway, Funding Efforts and Other Pipeline Updates Jeroen Grasman, Vaxart’s senior vice president and chief financial officer, said the company’s cash runway, as previously announced in its Form 10-Q, extends through the second quarter of 2027.

Lo said Vaxart continues to pursue non-dilutive funding opportunities, including through entities such as BARDA, the Gates Foundation and other government sources. He noted that the Gates Foundation previously funded Vaxart’s lactating mother study and said the company remains in dialogue with the foundation.

Management also addressed Vaxart’s licensing agreement with Altesa Biosciences for Vapendavir. Lo said Vaxart is eligible to receive up to $130 million in total payments if Altesa is successful, including tiered royalties ranging from low single digits to low double digits based on global net product sales. He directed investors to the company’s Form 10-K for additional details.

In response to concerns about the company’s share price, Lo said management and the board share investors’ disappointment. Watson added that the board is focused on creating value for all shareholders, including Vaxart’s large retail investor base.

Lo also said Vaxart remains in contact with the Dynavax/Sanofi team and that they are aware of the company’s COVID-19, norovirus and flu programs.

About Vaxart (OTCMKTS:VXRT)Vaxart, Inc is a clinical-stage biotechnology company pioneering the development of oral recombinant vaccines administered in tablet form. Leveraging a proprietary, room-temperature-stable platform, the company aims to simplify vaccine delivery while eliciting both systemic and mucosal immune responses. Its technology is based on the replication-defective adenovirus vector system, which encodes target antigens designed to protect against a range of infectious diseases without the need for injections or cold-chain logistics.

The company’s pipeline includes multiple vaccine candidates in various stages of development.

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