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Tag: Hedge Fund Holdings

  • Sound Income Strategies LLC Has $120,000 Stock Position in Bristol Myers Squibb Company $BMY

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    Sound Income Strategies LLC lowered its stake in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 59.1% during the second quarter, HoldingsChannel.com reports. The firm owned 2,599 shares of the biopharmaceutical company’s stock after selling 3,751 shares during the period. Sound Income Strategies LLC’s holdings in Bristol Myers Squibb were worth $120,000 at the end of the most recent quarter.

    Other large investors also recently made changes to their positions in the company. New England Asset Management Inc. raised its stake in Bristol Myers Squibb by 0.8% during the 1st quarter. New England Asset Management Inc. now owns 39,476 shares of the biopharmaceutical company’s stock worth $2,408,000 after buying an additional 305 shares during the period. Commonwealth Equity Services LLC raised its stake in Bristol Myers Squibb by 1.1% during the 1st quarter. Commonwealth Equity Services LLC now owns 1,288,407 shares of the biopharmaceutical company’s stock worth $78,580,000 after buying an additional 13,959 shares during the period. Sage Capital Advisors llc raised its stake in Bristol Myers Squibb by 60.7% during the 2nd quarter. Sage Capital Advisors llc now owns 85,234 shares of the biopharmaceutical company’s stock worth $3,946,000 after buying an additional 32,181 shares during the period. Ransom Advisory Ltd acquired a new stake in Bristol Myers Squibb during the 1st quarter worth $843,000. Finally, Avaii Wealth Management LLC raised its stake in Bristol Myers Squibb by 590.9% during the 1st quarter. Avaii Wealth Management LLC now owns 78,597 shares of the biopharmaceutical company’s stock worth $4,794,000 after buying an additional 67,221 shares during the period. Institutional investors and hedge funds own 76.41% of the company’s stock.

    Insider Transactions at Bristol Myers Squibb

    In related news, EVP David V. Elkins sold 56,000 shares of the firm’s stock in a transaction dated Tuesday, September 2nd. The shares were sold at an average price of $47.33, for a total value of $2,650,480.00. Following the completion of the sale, the executive vice president directly owned 167,379 shares in the company, valued at approximately $7,922,048.07. This trade represents a 25.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.07% of the company’s stock.

    Analyst Ratings Changes

    Several analysts recently commented on BMY shares. Morgan Stanley reaffirmed a “hold” rating on shares of Bristol Myers Squibb in a research note on Thursday, July 31st. Citigroup lowered their target price on Bristol Myers Squibb from $51.00 to $47.00 and set a “neutral” rating for the company in a report on Friday, August 1st. Daiwa America cut Bristol Myers Squibb from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 5th. Daiwa Capital Markets cut Bristol Myers Squibb from an “outperform” rating to a “neutral” rating and set a $42.00 target price for the company. in a report on Tuesday, August 5th. Finally, Wall Street Zen cut Bristol Myers Squibb from a “strong-buy” rating to a “buy” rating in a report on Friday, June 6th. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $56.38.

    Check Out Our Latest Stock Analysis on BMY

    Bristol Myers Squibb Price Performance

    Shares of NYSE BMY opened at $45.00 on Wednesday. The stock has a market capitalization of $91.59 billion, a price-to-earnings ratio of 18.15, a PEG ratio of 2.26 and a beta of 0.35. The business has a 50-day moving average of $46.52 and a 200-day moving average of $48.86. The company has a debt-to-equity ratio of 2.54, a current ratio of 1.21 and a quick ratio of 1.11. Bristol Myers Squibb Company has a fifty-two week low of $42.96 and a fifty-two week high of $63.33.

    Bristol Myers Squibb (NYSE:BMY – Get Free Report) last announced its quarterly earnings data on Thursday, July 31st. The biopharmaceutical company reported $1.46 earnings per share for the quarter, beating the consensus estimate of $1.07 by $0.39. The company had revenue of $12.27 billion during the quarter, compared to analysts’ expectations of $11.32 billion. Bristol Myers Squibb had a return on equity of 80.04% and a net margin of 10.58%.Bristol Myers Squibb’s revenue for the quarter was up .6% compared to the same quarter last year. During the same quarter last year, the company earned $2.07 EPS. Bristol Myers Squibb has set its FY 2025 guidance at 6.350-6.650 EPS. As a group, sell-side analysts predict that Bristol Myers Squibb Company will post 6.74 earnings per share for the current fiscal year.

    Bristol Myers Squibb Dividend Announcement

    The company also recently announced a quarterly dividend, which will be paid on Monday, November 3rd. Investors of record on Friday, October 3rd will be paid a $0.62 dividend. This represents a $2.48 annualized dividend and a yield of 5.5%. The ex-dividend date is Friday, October 3rd. Bristol Myers Squibb’s dividend payout ratio (DPR) is 100.00%.

    Bristol Myers Squibb Profile

    (Free Report)

    Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. It offers products for hematology, oncology, cardiovascular, immunology, fibrotic, and neuroscience diseases. The company’s products include Eliquis for reduction in risk of stroke/systemic embolism in non-valvular atrial fibrillation, and for the treatment of DVT/PE; Opdivo for various anti-cancer indications, including bladder, blood, CRC, head and neck, RCC, HCC, lung, melanoma, MPM, stomach and esophageal cancer; Pomalyst/Imnovid for multiple myeloma; Orencia for active rheumatoid arthritis and psoriatic arthritis; and Sprycel for the treatment of Philadelphia chromosome-positive chronic myeloid leukemia.

    See Also

    Want to see what other hedge funds are holding BMY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Bristol Myers Squibb Company (NYSE:BMY – Free Report).

    Institutional Ownership by Quarter for Bristol Myers Squibb (NYSE:BMY)



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  • ORG Partners LLC Acquires 337 Shares of Fiserv, Inc. $FI

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    ORG Partners LLC grew its holdings in Fiserv, Inc. (NYSE:FI – Free Report) by 378.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 426 shares of the business services provider’s stock after acquiring an additional 337 shares during the quarter. ORG Partners LLC’s holdings in Fiserv were worth $74,000 at the end of the most recent reporting period.

    A number of other hedge funds have also modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of Fiserv by 1.1% during the first quarter. Vanguard Group Inc. now owns 50,079,534 shares of the business services provider’s stock worth $11,059,063,000 after buying an additional 535,407 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in shares of Fiserv by 77.2% during the first quarter. JPMorgan Chase & Co. now owns 15,354,767 shares of the business services provider’s stock worth $3,390,793,000 after buying an additional 6,691,703 shares in the last quarter. Massachusetts Financial Services Co. MA grew its holdings in shares of Fiserv by 3.2% during the first quarter. Massachusetts Financial Services Co. MA now owns 8,284,433 shares of the business services provider’s stock worth $1,829,451,000 after buying an additional 253,544 shares in the last quarter. Nuveen LLC bought a new position in shares of Fiserv during the first quarter worth about $1,722,584,000. Finally, Alliancebernstein L.P. grew its holdings in shares of Fiserv by 5.3% during the first quarter. Alliancebernstein L.P. now owns 5,724,666 shares of the business services provider’s stock worth $1,264,178,000 after buying an additional 287,420 shares in the last quarter. 90.98% of the stock is currently owned by institutional investors.

    Analyst Ratings Changes

    A number of research firms recently issued reports on FI. Stephens decreased their price objective on Fiserv from $240.00 to $180.00 and set an “overweight” rating for the company in a report on Thursday, July 24th. Wall Street Zen upgraded Fiserv from a “hold” rating to a “buy” rating in a report on Saturday, September 20th. JPMorgan Chase & Co. reduced their price target on Fiserv from $210.00 to $190.00 and set an “overweight” rating for the company in a research report on Thursday, July 24th. Truist Financial increased their price target on Fiserv from $181.00 to $185.00 and gave the company a “buy” rating in a research report on Thursday, July 17th. Finally, Morgan Stanley reduced their price target on Fiserv from $268.00 to $266.00 and set an “overweight” rating for the company in a research report on Monday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $205.96.

    Read Our Latest Stock Analysis on FI

    Fiserv Stock Performance

    FI opened at $130.17 on Tuesday. Fiserv, Inc. has a 12-month low of $128.08 and a 12-month high of $238.59. The stock has a market cap of $70.76 billion, a price-to-earnings ratio of 21.73, a PEG ratio of 0.84 and a beta of 0.94. The business has a 50 day moving average of $136.25 and a 200-day moving average of $167.48. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 1.09.

    Fiserv (NYSE:FI – Get Free Report) last released its quarterly earnings data on Wednesday, July 23rd. The business services provider reported $2.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.43 by $0.04. Fiserv had a return on equity of 19.69% and a net margin of 16.00%.The company had revenue of $5.20 billion during the quarter, compared to analysts’ expectations of $5.20 billion. During the same period last year, the firm posted $2.13 earnings per share. The business’s revenue was up 8.0% on a year-over-year basis. Fiserv has set its FY 2025 guidance at 10.150-10.30 EPS. On average, equities research analysts expect that Fiserv, Inc. will post 10.23 earnings per share for the current year.

    About Fiserv

    (Free Report)

    Fiserv, Inc, together with its subsidiaries, provides payments and financial services technology services in the United States, Europe, the Middle East and Africa, Latin America, the Asia-Pacific, and internationally. It operates through Merchant Acceptance, Financial Technology, and Payments and Network segments.

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    Want to see what other hedge funds are holding FI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Fiserv, Inc. (NYSE:FI – Free Report).

    Institutional Ownership by Quarter for Fiserv (NYSE:FI)



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  • State of Alaska Department of Revenue Cuts Stock Holdings in Air Products and Chemicals, Inc. $APD

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    State of Alaska Department of Revenue lowered its stake in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 4.2% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,974 shares of the basic materials company’s stock after selling 1,095 shares during the period. State of Alaska Department of Revenue’s holdings in Air Products and Chemicals were worth $7,044,000 at the end of the most recent reporting period.

    Other large investors also recently bought and sold shares of the company. Wayfinding Financial LLC purchased a new position in Air Products and Chemicals during the first quarter worth approximately $25,000. Saudi Central Bank purchased a new position in Air Products and Chemicals during the first quarter worth approximately $26,000. Cheviot Value Management LLC purchased a new position in Air Products and Chemicals during the first quarter worth approximately $27,000. Citizens National Bank Trust Department raised its stake in Air Products and Chemicals by 833.3% during the first quarter. Citizens National Bank Trust Department now owns 112 shares of the basic materials company’s stock worth $33,000 after purchasing an additional 100 shares during the period. Finally, Ransom Advisory Ltd purchased a new position in Air Products and Chemicals during the first quarter worth approximately $37,000. Hedge funds and other institutional investors own 81.66% of the company’s stock.

    Wall Street Analysts Forecast Growth

    A number of equities analysts have recently commented on APD shares. Citigroup raised their target price on shares of Air Products and Chemicals from $310.00 to $320.00 and gave the company a “buy” rating in a research note on Monday, June 30th. Royal Bank Of Canada started coverage on shares of Air Products and Chemicals in a research note on Friday, June 13th. They issued an “outperform” rating and a $355.00 target price on the stock. Wall Street Zen raised shares of Air Products and Chemicals from a “sell” rating to a “hold” rating in a research note on Saturday, August 2nd. Wells Fargo & Company raised their target price on shares of Air Products and Chemicals from $320.00 to $345.00 and gave the company an “overweight” rating in a research note on Monday, July 14th. Finally, Mizuho raised their target price on shares of Air Products and Chemicals from $310.00 to $325.00 and gave the company an “outperform” rating in a research note on Tuesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Air Products and Chemicals presently has an average rating of “Moderate Buy” and a consensus target price of $335.07.

    View Our Latest Analysis on Air Products and Chemicals

    Insider Buying and Selling at Air Products and Chemicals

    In other news, VP Victoria Brifo sold 1,359 shares of the business’s stock in a transaction dated Tuesday, August 5th. The shares were sold at an average price of $292.38, for a total value of $397,344.42. Following the completion of the sale, the vice president owned 8,686 shares of the company’s stock, valued at approximately $2,539,612.68. The trade was a 13.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 0.41% of the company’s stock.

    Air Products and Chemicals Price Performance

    APD opened at $266.74 on Monday. The company has a fifty day simple moving average of $289.88 and a 200 day simple moving average of $282.40. The firm has a market cap of $59.36 billion, a price-to-earnings ratio of 38.38, a PEG ratio of 5.95 and a beta of 0.82. Air Products and Chemicals, Inc. has a twelve month low of $243.69 and a twelve month high of $341.14. The company has a current ratio of 1.29, a quick ratio of 1.12 and a debt-to-equity ratio of 0.93.

    Air Products and Chemicals (NYSE:APD – Get Free Report) last released its quarterly earnings results on Thursday, July 31st. The basic materials company reported $3.09 earnings per share for the quarter, beating analysts’ consensus estimates of $2.99 by $0.10. The business had revenue of $3.02 billion during the quarter, compared to analyst estimates of $2.95 billion. Air Products and Chemicals had a net margin of 12.86% and a return on equity of 15.11%. The business’s revenue was up 1.2% on a year-over-year basis. During the same period last year, the business earned $3.20 EPS. Air Products and Chemicals has set its FY 2025 guidance at 11.900-12.100 EPS. Q4 2025 guidance at 3.270-3.470 EPS. Equities research analysts expect that Air Products and Chemicals, Inc. will post 12.69 EPS for the current fiscal year.

    Air Products and Chemicals Announces Dividend

    The business also recently announced a quarterly dividend, which will be paid on Monday, November 10th. Stockholders of record on Wednesday, October 1st will be given a $1.79 dividend. The ex-dividend date of this dividend is Wednesday, October 1st. This represents a $7.16 annualized dividend and a dividend yield of 2.7%. Air Products and Chemicals’s payout ratio is presently 103.02%.

    Air Products and Chemicals Profile

    (Free Report)

    Air Products and Chemicals, Inc provides atmospheric gases, process and specialty gases, equipment, and related services in the Americas, Asia, Europe, the Middle East, India, and internationally. The company produces atmospheric gases, including oxygen, nitrogen, and argon; process gases, such as hydrogen, helium, carbon dioxide, carbon monoxide, and syngas; and specialty gases for customers in various industries, including refining, chemical, manufacturing, electronics, energy production, medical, food, and metals.

    See Also

    Want to see what other hedge funds are holding APD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Air Products and Chemicals, Inc. (NYSE:APD – Free Report).

    Institutional Ownership by Quarter for Air Products and Chemicals (NYSE:APD)



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  • iShares Select Dividend ETF $DVY Shares Bought by Worth Financial Advisory Group LLC

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    Worth Financial Advisory Group LLC raised its position in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 29.0% in the 2nd quarter, Holdings Channel reports. The fund owned 2,777 shares of the company’s stock after purchasing an additional 625 shares during the period. Worth Financial Advisory Group LLC’s holdings in iShares Select Dividend ETF were worth $369,000 as of its most recent SEC filing.

    Several other large investors also recently bought and sold shares of the company. Spirepoint Private Client LLC acquired a new stake in iShares Select Dividend ETF in the second quarter valued at approximately $246,000. Diversified Enterprises LLC acquired a new stake in iShares Select Dividend ETF in the second quarter valued at approximately $233,000. Townsend Asset Management Corp NC ADV grew its position in shares of iShares Select Dividend ETF by 2.9% during the second quarter. Townsend Asset Management Corp NC ADV now owns 32,115 shares of the company’s stock worth $4,265,000 after buying an additional 907 shares in the last quarter. Signaturefd LLC grew its position in shares of iShares Select Dividend ETF by 25.6% during the second quarter. Signaturefd LLC now owns 2,235 shares of the company’s stock worth $297,000 after buying an additional 455 shares in the last quarter. Finally, Moisand Fitzgerald Tamayo LLC grew its position in shares of iShares Select Dividend ETF by 7.1% during the second quarter. Moisand Fitzgerald Tamayo LLC now owns 1,500 shares of the company’s stock worth $199,000 after buying an additional 100 shares in the last quarter. Institutional investors and hedge funds own 46.08% of the company’s stock.

    iShares Select Dividend ETF Price Performance

    iShares Select Dividend ETF stock opened at $141.36 on Friday. The company has a market cap of $20.72 billion, a PE ratio of 13.69 and a beta of 0.87. iShares Select Dividend ETF has a 12 month low of $115.94 and a 12 month high of $144.09. The company has a fifty day moving average price of $139.16 and a two-hundred day moving average price of $133.68.

    iShares Select Dividend ETF Increases Dividend

    The business also recently declared a quarterly dividend, which was paid on Friday, September 19th. Investors of record on Tuesday, September 16th were paid a $1.2465 dividend. The ex-dividend date of this dividend was Tuesday, September 16th. This represents a $4.99 dividend on an annualized basis and a yield of 3.5%. This is an increase from iShares Select Dividend ETF’s previous quarterly dividend of $1.23.

    iShares Select Dividend ETF Profile

    (Free Report)

    iShares Select Dividend ETF, formerly iShares Dow Jones Select Dividend Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Select Dividend Index (the Index). The Index measures the performance of a selected group of equity securities issued by companies that have provided relatively high dividend yields on a consistent basis over time.

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    Want to see what other hedge funds are holding DVY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Select Dividend ETF (NASDAQ:DVY – Free Report).

    Institutional Ownership by Quarter for iShares Select Dividend ETF (NASDAQ:DVY)



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  • Stillwater Capital Advisors LLC Raises Holdings in Vanguard FTSE Developed Markets ETF $VEA

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    Stillwater Capital Advisors LLC grew its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 122,275 shares of the company’s stock after buying an additional 2,592 shares during the period. Stillwater Capital Advisors LLC’s holdings in Vanguard FTSE Developed Markets ETF were worth $6,971,000 at the end of the most recent reporting period.

    Other institutional investors have also recently made changes to their positions in the company. Wealthspire Advisors LLC lifted its holdings in Vanguard FTSE Developed Markets ETF by 110.7% during the 1st quarter. Wealthspire Advisors LLC now owns 22,514,780 shares of the company’s stock worth $1,144,426,000 after purchasing an additional 11,830,891 shares in the last quarter. TFO Wealth Partners LLC bought a new stake in Vanguard FTSE Developed Markets ETF in the first quarter valued at approximately $222,710,000. Wit LLC increased its stake in shares of Vanguard FTSE Developed Markets ETF by 99,898.4% during the first quarter. Wit LLC now owns 4,020,934 shares of the company’s stock valued at $204,384,000 after buying an additional 4,016,913 shares during the period. SCS Capital Management LLC increased its stake in shares of Vanguard FTSE Developed Markets ETF by 48.0% during the first quarter. SCS Capital Management LLC now owns 10,411,294 shares of the company’s stock valued at $529,206,000 after buying an additional 3,377,989 shares during the period. Finally, RWA Wealth Partners LLC boosted its position in shares of Vanguard FTSE Developed Markets ETF by 20.6% during the first quarter. RWA Wealth Partners LLC now owns 13,542,589 shares of the company’s stock valued at $688,370,000 after purchasing an additional 2,313,204 shares in the last quarter.

    Vanguard FTSE Developed Markets ETF Trading Up 0.6%

    Vanguard FTSE Developed Markets ETF stock opened at $59.41 on Friday. The business’s fifty day simple moving average is $58.59 and its two-hundred day simple moving average is $55.39. Vanguard FTSE Developed Markets ETF has a 12 month low of $45.14 and a 12 month high of $60.51. The company has a market capitalization of $170.69 billion, a price-to-earnings ratio of 16.34 and a beta of 0.89.

    Vanguard FTSE Developed Markets ETF Company Profile

    (Free Report)

    The Vanguard Developed Markets Index Fund (VEA) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market-cap weighted index of large-, mid- and small-cap stocks from developed markets outside the US. VEA was launched on Jul 20, 2007 and is managed by Vanguard.

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    Institutional Ownership by Quarter for Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)



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  • Embree Financial Group Has $3.61 Million Stake in iShares Core S&P Mid-Cap ETF $IJH

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    Embree Financial Group boosted its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 29.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 58,176 shares of the company’s stock after purchasing an additional 13,336 shares during the period. Embree Financial Group’s holdings in iShares Core S&P Mid-Cap ETF were worth $3,608,000 at the end of the most recent reporting period.

    A number of other institutional investors have also recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. increased its holdings in iShares Core S&P Mid-Cap ETF by 3.1% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 114,080,884 shares of the company’s stock worth $6,656,620,000 after buying an additional 3,403,689 shares during the last quarter. Bank of New York Mellon Corp grew its holdings in iShares Core S&P Mid-Cap ETF by 14.3% during the first quarter. Bank of New York Mellon Corp now owns 59,401,100 shares of the company’s stock valued at $3,466,054,000 after purchasing an additional 7,414,265 shares during the last quarter. Raymond James Financial Inc. grew its holdings in iShares Core S&P Mid-Cap ETF by 5.6% during the first quarter. Raymond James Financial Inc. now owns 37,597,337 shares of the company’s stock valued at $2,193,804,000 after purchasing an additional 1,998,826 shares during the last quarter. Envestnet Asset Management Inc. grew its holdings in iShares Core S&P Mid-Cap ETF by 19.9% during the first quarter. Envestnet Asset Management Inc. now owns 34,056,217 shares of the company’s stock valued at $1,987,180,000 after purchasing an additional 5,645,200 shares during the last quarter. Finally, Northern Trust Corp grew its holdings in iShares Core S&P Mid-Cap ETF by 7.5% during the first quarter. Northern Trust Corp now owns 22,885,189 shares of the company’s stock valued at $1,335,351,000 after purchasing an additional 1,602,288 shares during the last quarter. Institutional investors and hedge funds own 14.60% of the company’s stock.

    iShares Core S&P Mid-Cap ETF Stock Down 0.6%

    Shares of IJH stock opened at $64.68 on Friday. iShares Core S&P Mid-Cap ETF has a 12 month low of $50.15 and a 12 month high of $68.33. The business’s 50 day moving average is $64.44 and its two-hundred day moving average is $61.04. The company has a market cap of $99.14 billion, a PE ratio of 19.00 and a beta of 1.12.

    iShares Core S&P Mid-Cap ETF Company Profile

    (Free Report)

    Ishares S&P Midcap 400 Index Fund, formerly The iShares Core S&P Mid-Cap ETF (the Fund), seeks investment results that correspond to the price and yield performance, before fees and expenses, of the United States mid-cap stocks, as represented by the Standard & Poor’s MidCap 400 (the Underlying Index).

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    Institutional Ownership by Quarter for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)



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  • U.S. Capital Wealth Advisors LLC Boosts Stock Holdings in Merck & Co., Inc. $MRK

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    U.S. Capital Wealth Advisors LLC boosted its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 7.7% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 35,420 shares of the company’s stock after purchasing an additional 2,532 shares during the quarter. U.S. Capital Wealth Advisors LLC’s holdings in Merck & Co., Inc. were worth $2,804,000 as of its most recent SEC filing.

    Several other hedge funds and other institutional investors have also made changes to their positions in MRK. McLean Asset Management Corp lifted its position in shares of Merck & Co., Inc. by 3.7% in the second quarter. McLean Asset Management Corp now owns 3,543 shares of the company’s stock worth $292,000 after buying an additional 125 shares in the last quarter. Foundation Wealth Management LLC PA raised its holdings in shares of Merck & Co., Inc. by 2.4% during the 1st quarter. Foundation Wealth Management LLC PA now owns 5,361 shares of the company’s stock worth $481,000 after acquiring an additional 127 shares in the last quarter. Saiph Capital LLC boosted its position in shares of Merck & Co., Inc. by 3.7% during the 1st quarter. Saiph Capital LLC now owns 3,565 shares of the company’s stock valued at $320,000 after acquiring an additional 128 shares during the last quarter. Physician Wealth Advisors Inc. grew its holdings in shares of Merck & Co., Inc. by 2.9% in the second quarter. Physician Wealth Advisors Inc. now owns 4,587 shares of the company’s stock valued at $363,000 after purchasing an additional 128 shares in the last quarter. Finally, N.E.W. Advisory Services LLC increased its position in Merck & Co., Inc. by 2.6% in the first quarter. N.E.W. Advisory Services LLC now owns 5,197 shares of the company’s stock worth $466,000 after purchasing an additional 130 shares during the last quarter. Institutional investors own 76.07% of the company’s stock.

    Analyst Upgrades and Downgrades

    MRK has been the subject of several research reports. Wells Fargo & Company lowered their price objective on shares of Merck & Co., Inc. from $97.00 to $90.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 30th. Berenberg Bank cut shares of Merck & Co., Inc. from a “buy” rating to a “hold” rating and decreased their target price for the company from $100.00 to $90.00 in a research report on Wednesday, September 17th. Finally, Morgan Stanley dropped their price target on Merck & Co., Inc. from $99.00 to $98.00 and set an “equal weight” rating for the company in a research report on Thursday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $106.41.

    Check Out Our Latest Stock Analysis on Merck & Co., Inc.

    Merck & Co., Inc. Stock Performance

    Shares of NYSE:MRK opened at $79.89 on Wednesday. The company has a current ratio of 1.42, a quick ratio of 1.17 and a debt-to-equity ratio of 0.69. Merck & Co., Inc. has a 12 month low of $73.31 and a 12 month high of $116.26. The company has a market capitalization of $199.54 billion, a price-to-earnings ratio of 12.31, a PEG ratio of 0.83 and a beta of 0.37. The firm’s 50-day moving average is $82.69 and its 200 day moving average is $82.23.

    Merck & Co., Inc. (NYSE:MRK – Get Free Report) last announced its earnings results on Tuesday, July 29th. The company reported $2.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.03 by $0.10. The business had revenue of $15.81 billion during the quarter, compared to analyst estimates of $15.92 billion. Merck & Co., Inc. had a return on equity of 41.05% and a net margin of 25.79%. Merck & Co., Inc. has set its FY 2025 guidance at 8.870-8.970 EPS. Research analysts predict that Merck & Co., Inc. will post 9.01 EPS for the current year.

    Merck & Co., Inc. Announces Dividend

    The firm also recently announced a quarterly dividend, which will be paid on Tuesday, October 7th. Shareholders of record on Monday, September 15th will be paid a $0.81 dividend. The ex-dividend date is Monday, September 15th. This represents a $3.24 dividend on an annualized basis and a yield of 4.1%. Merck & Co., Inc.’s dividend payout ratio (DPR) is presently 49.92%.

    Merck & Co., Inc. Company Profile

    (Free Report)

    Merck & Co, Inc is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products.

    See Also

    Want to see what other hedge funds are holding MRK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Merck & Co., Inc. (NYSE:MRK – Free Report).

    Institutional Ownership by Quarter for Merck & Co., Inc. (NYSE:MRK)



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  • SeaCrest Wealth Management LLC Has $382,000 Stock Position in Vanguard FTSE Emerging Markets ETF $VWO

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    SeaCrest Wealth Management LLC lowered its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 9.6% during the second quarter, Holdings Channel reports. The institutional investor owned 7,715 shares of the exchange traded fund’s stock after selling 817 shares during the quarter. SeaCrest Wealth Management LLC’s holdings in Vanguard FTSE Emerging Markets ETF were worth $382,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

    Other institutional investors have also recently bought and sold shares of the company. Smallwood Wealth Investment Management LLC acquired a new stake in Vanguard FTSE Emerging Markets ETF during the first quarter worth $26,000. Financial Gravity Asset Management Inc. acquired a new stake in Vanguard FTSE Emerging Markets ETF during the first quarter worth $26,000. Reyes Financial Architecture Inc. boosted its stake in Vanguard FTSE Emerging Markets ETF by 825.0% during the first quarter. Reyes Financial Architecture Inc. now owns 666 shares of the exchange traded fund’s stock worth $30,000 after buying an additional 594 shares in the last quarter. Bulwark Capital Corp acquired a new stake in Vanguard FTSE Emerging Markets ETF during the second quarter worth $30,000. Finally, Accredited Wealth Management LLC boosted its stake in Vanguard FTSE Emerging Markets ETF by 250.0% during the first quarter. Accredited Wealth Management LLC now owns 700 shares of the exchange traded fund’s stock worth $32,000 after buying an additional 500 shares in the last quarter. Institutional investors and hedge funds own 67.19% of the company’s stock.

    Vanguard FTSE Emerging Markets ETF Stock Performance

    Shares of NYSEARCA:VWO opened at $54.07 on Tuesday. Vanguard FTSE Emerging Markets ETF has a 52 week low of $39.53 and a 52 week high of $54.85. The company’s fifty day moving average is $51.57 and its 200-day moving average is $48.30. The company has a market capitalization of $100.06 billion, a PE ratio of 15.08 and a beta of 0.69.

    About Vanguard FTSE Emerging Markets ETF

    (Free Report)

    The Fund seeks to track the performance of the FTSE Emerging Markets All Cap China A Inclusion Index, that measures the return of stocks issued by companies located in emerging market countries.

    Further Reading

    Want to see what other hedge funds are holding VWO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report).

    Institutional Ownership by Quarter for Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)



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  • Focus Financial Network Inc. Acquires 170 Shares of American Tower Corporation $AMT

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    Focus Financial Network Inc. raised its holdings in shares of American Tower Corporation (NYSE:AMT – Free Report) by 9.1% during the second quarter, HoldingsChannel reports. The fund owned 2,042 shares of the real estate investment trust’s stock after purchasing an additional 170 shares during the quarter. Focus Financial Network Inc.’s holdings in American Tower were worth $451,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

    Other hedge funds have also recently made changes to their positions in the company. North Capital Inc. purchased a new position in shares of American Tower during the 1st quarter valued at $25,000. Hopwood Financial Services Inc. boosted its position in American Tower by 100.0% during the first quarter. Hopwood Financial Services Inc. now owns 120 shares of the real estate investment trust’s stock valued at $26,000 after buying an additional 60 shares during the period. E Fund Management Hong Kong Co. Ltd. purchased a new stake in shares of American Tower during the first quarter worth about $31,000. Lowe Wealth Advisors LLC boosted its holdings in shares of American Tower by 218.0% during the first quarter. Lowe Wealth Advisors LLC now owns 159 shares of the real estate investment trust’s stock worth $35,000 after purchasing an additional 109 shares during the period. Finally, City Holding Co. bought a new position in shares of American Tower in the 1st quarter worth approximately $39,000. 92.69% of the stock is currently owned by hedge funds and other institutional investors.

    Insider Buying and Selling at American Tower

    In other news, CEO Juan Font sold 720 shares of the company’s stock in a transaction that occurred on Thursday, July 31st. The shares were sold at an average price of $208.33, for a total value of $149,997.60. Following the completion of the sale, the chief executive officer owned 23,425 shares of the company’s stock, valued at approximately $4,880,130.25. This represents a 2.98% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.17% of the company’s stock.

    Wall Street Analysts Forecast Growth

    Several research analysts have recently issued reports on AMT shares. Wells Fargo & Company decreased their target price on American Tower from $240.00 to $230.00 and set an “overweight” rating for the company in a research report on Wednesday, July 30th. The Goldman Sachs Group reissued a “buy” rating on shares of American Tower in a research report on Tuesday, July 29th. Hsbc Global Res cut shares of American Tower from a “strong-buy” rating to a “hold” rating in a report on Wednesday, July 30th. Barclays lifted their price target on shares of American Tower from $246.00 to $250.00 and gave the stock an “overweight” rating in a research note on Monday, August 18th. Finally, UBS Group lifted their price target on shares of American Tower from $250.00 to $260.00 and gave the stock a “buy” rating in a research note on Tuesday, July 8th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, American Tower currently has an average rating of “Moderate Buy” and an average price target of $244.73.

    Check Out Our Latest Stock Analysis on American Tower

    American Tower Stock Performance

    Shares of NYSE:AMT opened at $193.29 on Friday. The company has a market capitalization of $90.51 billion, a price-to-earnings ratio of 70.29, a PEG ratio of 1.19 and a beta of 0.86. American Tower Corporation has a 12 month low of $172.51 and a 12 month high of $238.34. The firm’s 50-day moving average is $208.18 and its 200 day moving average is $213.00. The company has a current ratio of 0.95, a quick ratio of 0.95 and a debt-to-equity ratio of 3.36.

    American Tower (NYSE:AMT – Get Free Report) last released its quarterly earnings data on Tuesday, July 29th. The real estate investment trust reported $2.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.59 by $0.01. The company had revenue of $2.63 billion during the quarter, compared to analysts’ expectations of $2.58 billion. American Tower had a net margin of 12.60% and a return on equity of 24.85%. The firm’s quarterly revenue was down 9.4% on a year-over-year basis. During the same period in the previous year, the company earned $2.79 EPS. American Tower has set its FY 2025 guidance at 10.460-10.650 EPS. Research analysts predict that American Tower Corporation will post 10.14 EPS for the current year.

    American Tower Announces Dividend

    The firm also recently declared a quarterly dividend, which will be paid on Monday, October 20th. Stockholders of record on Tuesday, September 30th will be given a $1.70 dividend. This represents a $6.80 annualized dividend and a dividend yield of 3.5%. The ex-dividend date of this dividend is Tuesday, September 30th. American Tower’s dividend payout ratio is presently 247.27%.

    American Tower Company Profile

    (Free Report)

    American Tower, one of the largest global REITs, is a leading independent owner, operator and developer of multitenant communications real estate with a portfolio of over 224,000 communications sites and a highly interconnected footprint of U.S. data center facilities.

    Read More

    Want to see what other hedge funds are holding AMT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for American Tower Corporation (NYSE:AMT – Free Report).

    Institutional Ownership by Quarter for American Tower (NYSE:AMT)



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  • Alphabet Inc. $GOOGL Shares Acquired by Sunflower Bank N.A.

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    Sunflower Bank N.A. lifted its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 4.3% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 8,517 shares of the information services provider’s stock after acquiring an additional 353 shares during the period. Sunflower Bank N.A.’s holdings in Alphabet were worth $1,501,000 at the end of the most recent reporting period.

    Several other hedge funds and other institutional investors have also made changes to their positions in GOOGL. Sovran Advisors LLC increased its position in Alphabet by 32.0% during the second quarter. Sovran Advisors LLC now owns 17,978 shares of the information services provider’s stock worth $3,135,000 after buying an additional 4,359 shares during the period. Chickasaw Capital Management LLC increased its position in Alphabet by 6.2% during the second quarter. Chickasaw Capital Management LLC now owns 24,938 shares of the information services provider’s stock worth $4,395,000 after buying an additional 1,450 shares during the period. Jackson Square Capital LLC increased its position in Alphabet by 38.9% during the second quarter. Jackson Square Capital LLC now owns 52,494 shares of the information services provider’s stock worth $9,251,000 after buying an additional 14,704 shares during the period. Lake Hills Wealth Management LLC acquired a new position in Alphabet during the second quarter worth approximately $562,000. Finally, Intelligence Driven Advisers LLC increased its position in Alphabet by 11.1% during the second quarter. Intelligence Driven Advisers LLC now owns 2,656 shares of the information services provider’s stock worth $468,000 after buying an additional 265 shares during the period. Institutional investors and hedge funds own 40.03% of the company’s stock.

    Alphabet Stock Up 1.1%

    Alphabet stock opened at $254.72 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.90 and a quick ratio of 1.90. Alphabet Inc. has a 1-year low of $140.53 and a 1-year high of $256.00. The company has a market cap of $3.08 trillion, a PE ratio of 27.13, a price-to-earnings-growth ratio of 1.70 and a beta of 1.01. The stock’s 50 day moving average price is $209.36 and its 200 day moving average price is $180.31.

    Alphabet (NASDAQ:GOOGL – Get Free Report) last posted its quarterly earnings results on Wednesday, July 23rd. The information services provider reported $2.31 earnings per share for the quarter, beating analysts’ consensus estimates of $2.15 by $0.16. Alphabet had a return on equity of 34.31% and a net margin of 31.12%.The firm had revenue of $96.43 billion for the quarter, compared to the consensus estimate of $93.60 billion. On average, sell-side analysts predict that Alphabet Inc. will post 8.9 EPS for the current fiscal year.

    Alphabet Dividend Announcement

    The company also recently announced a quarterly dividend, which was paid on Monday, September 15th. Shareholders of record on Monday, September 8th were given a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Monday, September 8th. Alphabet’s payout ratio is presently 8.95%.

    Analysts Set New Price Targets

    Several research analysts have commented on GOOGL shares. BNP Paribas lowered Alphabet from a “strong-buy” rating to a “hold” rating in a research report on Thursday, June 26th. Susquehanna boosted their target price on Alphabet from $220.00 to $225.00 and gave the company a “positive” rating in a report on Thursday, July 24th. JPMorgan Chase & Co. boosted their target price on Alphabet from $200.00 to $232.00 and gave the company an “overweight” rating in a report on Thursday, July 24th. Piper Sandler boosted their target price on Alphabet from $220.00 to $285.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Citigroup boosted their target price on Alphabet from $225.00 to $280.00 and gave the company a “buy” rating in a report on Monday, September 15th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat, Alphabet currently has an average rating of “Moderate Buy” and a consensus price target of $225.54.

    Read Our Latest Stock Report on GOOGL

    Insider Activity at Alphabet

    In other Alphabet news, CAO Amie Thuener O’toole sold 2,778 shares of the business’s stock in a transaction on Monday, September 15th. The stock was sold at an average price of $245.00, for a total transaction of $680,610.00. Following the sale, the chief accounting officer directly owned 17,293 shares in the company, valued at approximately $4,236,785. The trade was a 13.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director John L. Hennessy sold 600 shares of the business’s stock in a transaction on Monday, September 15th. The stock was sold at an average price of $249.44, for a total value of $149,664.00. Following the sale, the director owned 5,716 shares in the company, valued at approximately $1,425,799.04. The trade was a 9.50% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 258,088 shares of company stock valued at $52,405,304 in the last 90 days. 11.64% of the stock is owned by corporate insiders.

    About Alphabet

    (Free Report)

    Alphabet Inc offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube.

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    Institutional Ownership by Quarter for Alphabet (NASDAQ:GOOGL)



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  • Fiduciary Alliance LLC Purchases 292 Shares of Vanguard FTSE Developed Markets ETF $VEA

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    Fiduciary Alliance LLC increased its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,732 shares of the company’s stock after acquiring an additional 292 shares during the quarter. Fiduciary Alliance LLC’s holdings in Vanguard FTSE Developed Markets ETF were worth $498,000 as of its most recent SEC filing.

    A number of other institutional investors have also recently bought and sold shares of VEA. Arbor Wealth Advisors LLC lifted its holdings in Vanguard FTSE Developed Markets ETF by 0.4% in the first quarter. Arbor Wealth Advisors LLC now owns 47,883 shares of the company’s stock worth $2,434,000 after buying an additional 200 shares during the period. Nova R Wealth Inc. grew its position in shares of Vanguard FTSE Developed Markets ETF by 0.4% in the 1st quarter. Nova R Wealth Inc. now owns 48,596 shares of the company’s stock worth $2,470,000 after buying an additional 201 shares during the period. Elevation Wealth Partners LLC increased its stake in shares of Vanguard FTSE Developed Markets ETF by 0.4% in the 1st quarter. Elevation Wealth Partners LLC now owns 56,322 shares of the company’s stock worth $2,863,000 after acquiring an additional 206 shares in the last quarter. Key Client Fiduciary Advisors LLC increased its stake in shares of Vanguard FTSE Developed Markets ETF by 2.6% in the 1st quarter. Key Client Fiduciary Advisors LLC now owns 8,166 shares of the company’s stock worth $415,000 after acquiring an additional 210 shares in the last quarter. Finally, Integrated Capital Management Inc. lifted its position in Vanguard FTSE Developed Markets ETF by 0.9% during the 1st quarter. Integrated Capital Management Inc. now owns 24,093 shares of the company’s stock valued at $1,225,000 after acquiring an additional 211 shares during the period.

    Vanguard FTSE Developed Markets ETF Stock Performance

    Shares of VEA opened at $60.02 on Thursday. Vanguard FTSE Developed Markets ETF has a fifty-two week low of $45.14 and a fifty-two week high of $60.52. The firm’s 50-day simple moving average is $58.19 and its two-hundred day simple moving average is $55.01. The stock has a market cap of $172.44 billion, a PE ratio of 16.34 and a beta of 0.89.

    Vanguard FTSE Developed Markets ETF Company Profile

    (Free Report)

    The Vanguard Developed Markets Index Fund (VEA) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market-cap weighted index of large-, mid- and small-cap stocks from developed markets outside the US. VEA was launched on Jul 20, 2007 and is managed by Vanguard.

    Featured Stories

    Want to see what other hedge funds are holding VEA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report).

    Institutional Ownership by Quarter for Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)



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  • Thurston Springer Miller Herd & Titak Inc. Buys 222 Shares of iShares Core Dividend Growth ETF $DGRO

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    Thurston Springer Miller Herd & Titak Inc. lifted its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 13.5% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,864 shares of the company’s stock after acquiring an additional 222 shares during the period. Thurston Springer Miller Herd & Titak Inc.’s holdings in iShares Core Dividend Growth ETF were worth $119,000 at the end of the most recent reporting period.

    Several other institutional investors and hedge funds also recently added to or reduced their stakes in DGRO. First Financial Bankshares Inc lifted its holdings in iShares Core Dividend Growth ETF by 4.6% in the 1st quarter. First Financial Bankshares Inc now owns 3,915 shares of the company’s stock worth $242,000 after purchasing an additional 173 shares in the last quarter. Centaurus Financial Inc. lifted its holdings in iShares Core Dividend Growth ETF by 1.6% in the 4th quarter. Centaurus Financial Inc. now owns 11,729 shares of the company’s stock worth $719,000 after purchasing an additional 183 shares in the last quarter. Pallas Capital Advisors LLC lifted its holdings in iShares Core Dividend Growth ETF by 1.6% in the 1st quarter. Pallas Capital Advisors LLC now owns 11,762 shares of the company’s stock worth $727,000 after purchasing an additional 187 shares in the last quarter. JFS Wealth Advisors LLC lifted its holdings in iShares Core Dividend Growth ETF by 60.7% in the 1st quarter. JFS Wealth Advisors LLC now owns 495 shares of the company’s stock worth $31,000 after purchasing an additional 187 shares in the last quarter. Finally, Wedmont Private Capital lifted its holdings in iShares Core Dividend Growth ETF by 1.6% in the 1st quarter. Wedmont Private Capital now owns 12,488 shares of the company’s stock worth $729,000 after purchasing an additional 196 shares in the last quarter.

    iShares Core Dividend Growth ETF Trading Down 0.7%

    NYSEARCA DGRO opened at $67.13 on Wednesday. The stock’s 50 day moving average is $65.92 and its 200 day moving average is $62.95. iShares Core Dividend Growth ETF has a 12 month low of $54.09 and a 12 month high of $68.09. The stock has a market cap of $33.78 billion, a PE ratio of 19.66 and a beta of 0.89.

    iShares Core Dividend Growth ETF Profile

    (Free Report)

    The iShares Core Dividend Growth ETF (DGRO) is an exchange-traded fund that is based on the Morningstar US Dividend Growth index. The fund tracks an index of US stocks that are selected by dividends, dividend growth and payout ratio, then weighted by dividend dollars. DGRO was launched on Jun 10, 2014 and is managed by BlackRock.

    Further Reading

    Want to see what other hedge funds are holding DGRO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report).

    Institutional Ownership by Quarter for iShares Core Dividend Growth ETF (NYSEARCA:DGRO)



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  • 276 Shares in Agilent Technologies, Inc. $A Bought by Central Pacific Bank Trust Division

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    Central Pacific Bank Trust Division bought a new stake in Agilent Technologies, Inc. (NYSE:A – Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 276 shares of the medical research company’s stock, valued at approximately $33,000.

    Other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. boosted its holdings in shares of Agilent Technologies by 0.7% during the first quarter. Vanguard Group Inc. now owns 33,408,626 shares of the medical research company’s stock worth $3,908,141,000 after purchasing an additional 240,965 shares during the last quarter. Pictet Asset Management Holding SA raised its holdings in shares of Agilent Technologies by 2.5% during the first quarter. Pictet Asset Management Holding SA now owns 5,341,870 shares of the medical research company’s stock valued at $624,888,000 after buying an additional 128,131 shares during the last quarter. Generation Investment Management LLP raised its holdings in Agilent Technologies by 19.8% during the first quarter. Generation Investment Management LLP now owns 4,983,556 shares of the medical research company’s stock worth $582,976,000 after purchasing an additional 824,243 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Agilent Technologies by 18.7% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,836,105 shares of the medical research company’s stock valued at $448,748,000 after buying an additional 604,124 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in Agilent Technologies by 9.6% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 3,231,981 shares of the medical research company’s stock worth $434,184,000 after purchasing an additional 283,445 shares in the last quarter.

    Agilent Technologies Price Performance

    Shares of NYSE:A opened at $125.68 on Tuesday. The firm has a 50 day moving average of $119.89 and a 200-day moving average of $115.77. The stock has a market capitalization of $35.63 billion, a PE ratio of 29.50, a PEG ratio of 3.83 and a beta of 1.24. Agilent Technologies, Inc. has a 12 month low of $96.43 and a 12 month high of $153.84. The company has a current ratio of 2.25, a quick ratio of 1.71 and a debt-to-equity ratio of 0.53.

    Agilent Technologies (NYSE:A – Get Free Report) last announced its quarterly earnings results on Wednesday, August 27th. The medical research company reported $1.37 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.37. The firm had revenue of $1.74 billion during the quarter, compared to analysts’ expectations of $1.67 billion. Agilent Technologies had a net margin of 17.97% and a return on equity of 25.51%. The company’s revenue was up 10.1% on a year-over-year basis. During the same period in the prior year, the company posted $1.32 EPS. Agilent Technologies has set its FY 2025 guidance at 5.560-5.590 EPS. Q4 2025 guidance at 1.570-1.600 EPS. On average, equities research analysts predict that Agilent Technologies, Inc. will post 5.58 EPS for the current fiscal year.

    Analysts Set New Price Targets

    Several equities research analysts recently issued reports on A shares. Evercore ISI reduced their price objective on shares of Agilent Technologies from $130.00 to $128.00 and set an “in-line” rating for the company in a research note on Thursday, August 28th. Robert W. Baird increased their price target on shares of Agilent Technologies from $141.00 to $142.00 and gave the stock an “outperform” rating in a research report on Thursday, August 28th. TD Cowen increased their price target on shares of Agilent Technologies to $150.00 and gave the stock a “buy” rating in a research report on Thursday, May 29th. UBS Group decreased their price objective on shares of Agilent Technologies from $150.00 to $130.00 and set a “neutral” rating on the stock in a research note on Thursday, May 29th. Finally, Wells Fargo & Company increased their price target on shares of Agilent Technologies from $140.00 to $150.00 and gave the company an “overweight” rating in a research note on Monday. Six analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $140.08.

    Check Out Our Latest Research Report on A

    Insider Transactions at Agilent Technologies

    In other news, CEO Padraig Mcdonnell sold 1,508 shares of Agilent Technologies stock in a transaction dated Tuesday, July 1st. The shares were sold at an average price of $117.44, for a total value of $177,099.52. Following the completion of the transaction, the chief executive officer owned 37,448 shares in the company, valued at $4,397,893.12. This trade represents a 3.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

    Agilent Technologies Profile

    (Free Report)

    Agilent Technologies, Inc provides application focused solutions to the life sciences, diagnostics, and applied chemical markets worldwide. The company operates in three segments: Life Sciences and Applied Markets, Diagnostics and Genomics, and Agilent CrossLab. The Life Sciences and Applied Markets segment offers liquid chromatography systems and components; liquid chromatography mass spectrometry systems; gas chromatography systems and components; gas chromatography mass spectrometry systems; inductively coupled plasma mass spectrometry instruments; atomic absorption instruments; microwave plasma-atomic emission spectrometry instruments; inductively coupled plasma optical emission spectrometry instruments; raman spectroscopy; cell analysis plate based assays; flow cytometer; real-time cell analyzer; cell imaging systems; microplate reader; laboratory software; information management and analytics; laboratory automation and robotic systems; dissolution testing; and vacuum pumps, and measurement technologies.

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    Institutional Ownership by Quarter for Agilent Technologies (NYSE:A)



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  • First Hawaiian Bank Has $493,000 Stock Position in Truist Financial Corporation $TFC

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    First Hawaiian Bank boosted its holdings in shares of Truist Financial Corporation (NYSE:TFC – Free Report) by 8.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,991 shares of the insurance provider’s stock after buying an additional 948 shares during the period. First Hawaiian Bank’s holdings in Truist Financial were worth $493,000 as of its most recent filing with the Securities and Exchange Commission.

    Several other large investors have also recently bought and sold shares of TFC. Brighton Jones LLC raised its position in Truist Financial by 148.5% during the fourth quarter. Brighton Jones LLC now owns 23,581 shares of the insurance provider’s stock valued at $1,023,000 after buying an additional 14,093 shares during the period. Janus Henderson Group PLC increased its position in Truist Financial by 1.7% in the 4th quarter. Janus Henderson Group PLC now owns 179,859 shares of the insurance provider’s stock worth $7,805,000 after purchasing an additional 3,042 shares during the last quarter. Lazard Asset Management LLC increased its position in Truist Financial by 101.1% in the 4th quarter. Lazard Asset Management LLC now owns 14,316 shares of the insurance provider’s stock worth $620,000 after purchasing an additional 7,197 shares during the last quarter. Quantinno Capital Management LP increased its position in Truist Financial by 34.9% in the 4th quarter. Quantinno Capital Management LP now owns 98,013 shares of the insurance provider’s stock worth $4,252,000 after purchasing an additional 25,366 shares during the last quarter. Finally, Raiffeisen Bank International AG acquired a new position in Truist Financial in the 4th quarter worth about $594,000. 71.28% of the stock is owned by institutional investors and hedge funds.

    Insiders Place Their Bets

    In related news, insider Bradley D. Bender sold 12,540 shares of the stock in a transaction that occurred on Tuesday, July 22nd. The stock was sold at an average price of $45.19, for a total transaction of $566,682.60. Following the completion of the sale, the insider owned 500 shares in the company, valued at $22,595. This represents a 96.17% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.14% of the stock is currently owned by insiders.

    Wall Street Analysts Forecast Growth

    Several brokerages have weighed in on TFC. Morgan Stanley reaffirmed a “mixed” rating on shares of Truist Financial in a research report on Monday, July 21st. Raymond James Financial raised Truist Financial from a “market perform” rating to an “outperform” rating and set a $50.00 target price on the stock in a research report on Tuesday, July 8th. Wells Fargo & Company reaffirmed an “equal weight” rating and issued a $47.00 target price on shares of Truist Financial in a research report on Thursday, August 21st. Citigroup raised Truist Financial from a “neutral” rating to a “buy” rating and upped their target price for the stock from $44.00 to $55.00 in a research report on Thursday, June 26th. Finally, Keefe, Bruyette & Woods lowered Truist Financial from an “outperform” rating to a “market perform” rating and set a $48.00 target price on the stock. in a research report on Wednesday, July 9th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $48.47.

    Read Our Latest Analysis on TFC

    Truist Financial Stock Performance

    TFC opened at $45.22 on Monday. The company has a market cap of $58.30 billion, a PE ratio of 12.32, a price-to-earnings-growth ratio of 1.69 and a beta of 0.88. The stock has a 50-day moving average of $45.02 and a 200-day moving average of $41.69. Truist Financial Corporation has a 52-week low of $33.56 and a 52-week high of $49.06. The company has a debt-to-equity ratio of 0.75, a quick ratio of 0.86 and a current ratio of 0.86.

    Truist Financial (NYSE:TFC – Get Free Report) last released its quarterly earnings results on Friday, July 18th. The insurance provider reported $0.91 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.93 by ($0.02). Truist Financial had a return on equity of 8.69% and a net margin of 16.82%.The company had revenue of $5.04 billion for the quarter, compared to the consensus estimate of $5.04 billion. During the same quarter last year, the company posted $0.91 EPS. The business’s revenue was down 406.0% compared to the same quarter last year. As a group, equities research analysts forecast that Truist Financial Corporation will post 4 earnings per share for the current fiscal year.

    Truist Financial Announces Dividend

    The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 2nd. Investors of record on Friday, August 8th were paid a dividend of $0.52 per share. The ex-dividend date was Friday, August 8th. This represents a $2.08 annualized dividend and a yield of 4.6%. Truist Financial’s dividend payout ratio is presently 56.68%.

    Truist Financial Profile

    (Free Report)

    Truist Financial Corporation, a financial services company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings.Its deposit products include noninterest-bearing checking, interest-bearing checking, savings, and money market deposit accounts, as well as certificates of deposit and individual retirement accounts.

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    Institutional Ownership by Quarter for Truist Financial (NYSE:TFC)



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  • First Hawaiian Bank Buys 3,531 Shares of Pfizer Inc. $PFE

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    First Hawaiian Bank lifted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 6.9% in the first quarter, HoldingsChannel.com reports. The fund owned 54,455 shares of the biopharmaceutical company’s stock after acquiring an additional 3,531 shares during the quarter. First Hawaiian Bank’s holdings in Pfizer were worth $1,380,000 at the end of the most recent reporting period.

    A number of other institutional investors have also added to or reduced their stakes in PFE. Gould Capital LLC boosted its holdings in shares of Pfizer by 97.2% in the 4th quarter. Gould Capital LLC now owns 1,000 shares of the biopharmaceutical company’s stock worth $27,000 after purchasing an additional 493 shares in the last quarter. GKV Capital Management Co. Inc. bought a new stake in Pfizer in the 1st quarter worth approximately $27,000. Bayforest Capital Ltd purchased a new stake in Pfizer in the first quarter worth approximately $28,000. North Capital Inc. bought a new position in Pfizer during the first quarter valued at approximately $28,000. Finally, Bernard Wealth Management Corp. purchased a new position in shares of Pfizer during the fourth quarter worth approximately $30,000. Institutional investors own 68.36% of the company’s stock.

    Pfizer Stock Performance

    Pfizer stock opened at $23.91 on Friday. The company has a current ratio of 1.16, a quick ratio of 0.85 and a debt-to-equity ratio of 0.65. The firm has a 50-day moving average of $24.79 and a 200-day moving average of $24.28. The firm has a market cap of $135.94 billion, a P/E ratio of 12.72, a P/E/G ratio of 0.88 and a beta of 0.55. Pfizer Inc. has a 1-year low of $20.92 and a 1-year high of $30.43.

    Pfizer (NYSE:PFE – Get Free Report) last announced its quarterly earnings results on Tuesday, August 5th. The biopharmaceutical company reported $0.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.58 by $0.20. Pfizer had a return on equity of 21.42% and a net margin of 16.84%.The company had revenue of $14.65 billion for the quarter, compared to the consensus estimate of $13.43 billion. During the same quarter in the previous year, the business earned $0.60 EPS. Pfizer’s revenue was up 10.3% compared to the same quarter last year. Pfizer has set its FY 2025 guidance at 2.900-3.100 EPS. Sell-side analysts expect that Pfizer Inc. will post 2.95 EPS for the current year.

    Pfizer Announces Dividend

    The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 2nd. Investors of record on Friday, July 25th were paid a $0.43 dividend. The ex-dividend date of this dividend was Friday, July 25th. This represents a $1.72 dividend on an annualized basis and a yield of 7.2%. Pfizer’s dividend payout ratio (DPR) is presently 91.49%.

    Analyst Upgrades and Downgrades

    A number of brokerages have recently issued reports on PFE. Jefferies Financial Group upped their price objective on shares of Pfizer from $32.00 to $33.00 and gave the company a “buy” rating in a research note on Wednesday, May 21st. HSBC cut their price target on shares of Pfizer from $27.00 to $26.00 and set a “buy” rating for the company in a research report on Monday, May 19th. Morgan Stanley lifted their price objective on Pfizer from $32.00 to $33.00 and gave the stock an “equal weight” rating in a report on Wednesday, August 6th. Citigroup increased their target price on Pfizer from $25.00 to $26.00 and gave the company a “neutral” rating in a report on Wednesday, August 6th. Finally, Berenberg Bank reduced their price target on Pfizer from $28.00 to $25.00 and set a “hold” rating on the stock in a research report on Thursday, May 29th. Two analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Pfizer has an average rating of “Hold” and a consensus price target of $28.12.

    Read Our Latest Stock Report on PFE

    Pfizer Profile

    (Free Report)

    Pfizer Inc discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products in the United States, Europe, and internationally. The company offers medicines and vaccines in various therapeutic areas, including cardiovascular metabolic, migraine, and women’s health under the Eliquis, Nurtec ODT/Vydura, Zavzpret, and the Premarin family brands; infectious diseases with unmet medical needs under the Prevnar family, Abrysvo, Nimenrix, FSME/IMMUN-TicoVac, and Trumenba brands; and COVID-19 prevention and treatment, and potential future mRNA and antiviral products under the Comirnaty and Paxlovid brands.

    See Also

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    Institutional Ownership by Quarter for Pfizer (NYSE:PFE)



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  • Dynamic Technology Lab Private Ltd Buys 15,151 Shares of Evolus, Inc. $EOLS

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    Dynamic Technology Lab Private Ltd increased its stake in Evolus, Inc. (NASDAQ:EOLS – Free Report) by 80.2% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 34,037 shares of the company’s stock after acquiring an additional 15,151 shares during the quarter. Dynamic Technology Lab Private Ltd owned 0.05% of Evolus worth $410,000 at the end of the most recent reporting period.

    Several other hedge funds also recently modified their holdings of the stock. Millennium Management LLC increased its stake in shares of Evolus by 1.7% in the 1st quarter. Millennium Management LLC now owns 1,392,028 shares of the company’s stock valued at $16,746,000 after acquiring an additional 23,605 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Evolus by 5.8% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 33,289 shares of the company’s stock valued at $400,000 after buying an additional 1,838 shares during the period. Adage Capital Partners GP L.L.C. acquired a new stake in shares of Evolus in the 1st quarter valued at about $5,851,000. PDT Partners LLC acquired a new stake in shares of Evolus in the 1st quarter valued at about $730,000. Finally, Graham Capital Management L.P. grew its stake in shares of Evolus by 22.8% in the 1st quarter. Graham Capital Management L.P. now owns 57,694 shares of the company’s stock valued at $694,000 after buying an additional 10,731 shares during the period. Institutional investors own 90.69% of the company’s stock.

    Insider Transactions at Evolus

    In other Evolus news, Director Brady Stewart bought 30,000 shares of the business’s stock in a transaction dated Friday, August 15th. The shares were purchased at an average price of $6.82 per share, for a total transaction of $204,600.00. Following the purchase, the director directly owned 88,629 shares of the company’s stock, valued at approximately $604,449.78. This represents a 51.17% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CMO Tomoko Yamagishi-Dressler sold 5,722 shares of the business’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $7.51, for a total value of $42,972.22. Following the completion of the transaction, the chief marketing officer owned 89,949 shares in the company, valued at $675,516.99. The trade was a 5.98% decrease in their position. The disclosure for this sale can be found here. Company insiders own 5.90% of the company’s stock.

    Wall Street Analysts Forecast Growth

    EOLS has been the subject of several research reports. BTIG Research restated a “buy” rating and issued a $18.00 target price on shares of Evolus in a research note on Monday. HC Wainwright reduced their target price on Evolus from $27.00 to $20.00 and set a “buy” rating for the company in a research note on Wednesday, August 6th. Wall Street Zen downgraded Evolus from a “hold” rating to a “sell” rating in a research note on Saturday, August 9th. Finally, Needham & Company LLC restated a “hold” rating and issued a $22.00 target price on shares of Evolus in a research note on Wednesday, August 6th. Four investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $21.25.

    Read Our Latest Stock Report on EOLS

    Evolus Stock Performance

    NASDAQ EOLS opened at $7.51 on Friday. Evolus, Inc. has a 1 year low of $5.71 and a 1 year high of $17.82. The company has a debt-to-equity ratio of 22.00, a current ratio of 2.27 and a quick ratio of 1.86. The firm has a market cap of $485.75 million, a price-to-earnings ratio of -7.66 and a beta of 1.07. The company has a fifty day moving average price of $8.12 and a 200-day moving average price of $10.00.

    Evolus Company Profile

    (Free Report)

    Evolus, Inc, a performance beauty company, focuses on delivering products in the cash-pay aesthetic market in the United States, Canada, and Europe. The company offers Jeuveau, a proprietary 900 kilodalton purified botulinum toxin type A formulation for the temporary improvement in the appearance of moderate to severe glabellar lines in adults.

    Read More

    Institutional Ownership by Quarter for Evolus (NASDAQ:EOLS)



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  • Alliancebernstein L.P. Reduces Holdings in Williams-Sonoma, Inc. $WSM

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    Alliancebernstein L.P. trimmed its holdings in shares of Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 27.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 127,370 shares of the specialty retailer’s stock after selling 48,430 shares during the period. Alliancebernstein L.P. owned about 0.10% of Williams-Sonoma worth $20,137,000 as of its most recent SEC filing.

    A number of other hedge funds have also modified their holdings of WSM. Brighton Jones LLC increased its stake in shares of Williams-Sonoma by 22.4% during the 4th quarter. Brighton Jones LLC now owns 6,742 shares of the specialty retailer’s stock worth $1,248,000 after purchasing an additional 1,236 shares in the last quarter. Bison Wealth LLC purchased a new position in shares of Williams-Sonoma during the 4th quarter worth approximately $227,000. Algert Global LLC purchased a new position in shares of Williams-Sonoma during the 4th quarter worth approximately $215,000. Baird Financial Group Inc. increased its stake in shares of Williams-Sonoma by 13.8% during the 4th quarter. Baird Financial Group Inc. now owns 6,496 shares of the specialty retailer’s stock worth $1,203,000 after purchasing an additional 788 shares in the last quarter. Finally, Balyasny Asset Management L.P. purchased a new position in shares of Williams-Sonoma during the 4th quarter worth approximately $588,000. 99.29% of the stock is owned by hedge funds and other institutional investors.

    Williams-Sonoma Stock Down 0.0%

    Shares of NYSE WSM opened at $202.60 on Thursday. Williams-Sonoma, Inc. has a 52-week low of $125.33 and a 52-week high of $219.98. The firm has a fifty day moving average of $189.46 and a 200-day moving average of $171.76. The stock has a market capitalization of $24.67 billion, a PE ratio of 22.29, a P/E/G ratio of 3.26 and a beta of 1.52.

    Williams-Sonoma (NYSE:WSM – Get Free Report) last announced its quarterly earnings data on Wednesday, August 27th. The specialty retailer reported $2.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.79 by $0.21. Williams-Sonoma had a net margin of 14.54% and a return on equity of 54.47%. The company had revenue of $1.84 billion during the quarter, compared to analysts’ expectations of $1.82 billion. During the same period in the previous year, the company earned $1.74 EPS. The business’s quarterly revenue was up 2.7% compared to the same quarter last year. Williams-Sonoma has set its FY 2025 guidance at EPS. Equities research analysts expect that Williams-Sonoma, Inc. will post 8.36 EPS for the current fiscal year.

    Williams-Sonoma Dividend Announcement

    The business also recently disclosed a quarterly dividend, which was paid on Friday, August 22nd. Stockholders of record on Friday, July 18th were paid a dividend of $0.66 per share. The ex-dividend date of this dividend was Friday, July 18th. This represents a $2.64 annualized dividend and a dividend yield of 1.3%. Williams-Sonoma’s payout ratio is currently 29.04%.

    Wall Street Analysts Forecast Growth

    Several research firms have commented on WSM. JPMorgan Chase & Co. lifted their target price on shares of Williams-Sonoma from $168.00 to $215.00 and gave the stock a “neutral” rating in a research note on Thursday, August 28th. Citigroup lifted their target price on shares of Williams-Sonoma from $162.00 to $202.00 and gave the stock a “neutral” rating in a research note on Friday, August 22nd. Royal Bank Of Canada lifted their target price on shares of Williams-Sonoma from $212.00 to $213.00 and gave the stock an “outperform” rating in a research note on Thursday, August 28th. KeyCorp lifted their target price on shares of Williams-Sonoma from $181.00 to $230.00 and gave the stock an “overweight” rating in a research note on Monday, August 25th. Finally, Barclays set a $166.00 target price on shares of Williams-Sonoma and gave the stock an “equal weight” rating in a research note on Monday, May 19th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Williams-Sonoma has an average rating of “Moderate Buy” and an average target price of $199.11.

    Read Our Latest Stock Report on WSM

    Insider Activity at Williams-Sonoma

    In related news, CFO Jeffrey Howie sold 4,000 shares of Williams-Sonoma stock in a transaction on Tuesday, July 1st. The shares were sold at an average price of $168.96, for a total transaction of $675,840.00. Following the transaction, the chief financial officer owned 34,388 shares in the company, valued at approximately $5,810,196.48. The trade was a 10.42% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP David Randolph King sold 17,500 shares of Williams-Sonoma stock in a transaction on Monday, September 8th. The shares were sold at an average price of $203.60, for a total transaction of $3,563,000.00. Following the transaction, the executive vice president owned 98,560 shares in the company, valued at $20,066,816. The trade was a 15.08% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 51,500 shares of company stock worth $9,284,240. 1.10% of the stock is currently owned by corporate insiders.

    About Williams-Sonoma

    (Free Report)

    Williams-Sonoma, Inc operates as an omni-channel specialty retailer of various products for home. It offers cooking, dining, and entertaining products, such as cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture, and a library of cookbooks under the Williams Sonoma Home brand, as well as home furnishings and decorative accessories under the Williams Sonoma lifestyle brand; and furniture, bedding, lighting, rugs, table essentials, and decorative accessories under the Pottery Barn brand.

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    Institutional Ownership by Quarter for Williams-Sonoma (NYSE:WSM)



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  • SouthState Co. $SSB Stock Holdings Increased by Alliancebernstein L.P.

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    Alliancebernstein L.P. increased its stake in shares of SouthState Co. (NASDAQ:SSB – Free Report) by 44.5% in the 1st quarter, HoldingsChannel.com reports. The firm owned 300,047 shares of the bank’s stock after buying an additional 92,342 shares during the quarter. Alliancebernstein L.P.’s holdings in SouthState were worth $27,850,000 as of its most recent SEC filing.

    Other large investors have also recently added to or reduced their stakes in the company. Versant Capital Management Inc lifted its position in SouthState by 577.4% in the 1st quarter. Versant Capital Management Inc now owns 569 shares of the bank’s stock worth $53,000 after buying an additional 485 shares in the last quarter. MassMutual Private Wealth & Trust FSB increased its stake in shares of SouthState by 181.7% in the first quarter. MassMutual Private Wealth & Trust FSB now owns 586 shares of the bank’s stock worth $54,000 after acquiring an additional 378 shares during the last quarter. Summit Securities Group LLC increased its stake in shares of SouthState by 81.5% in the first quarter. Summit Securities Group LLC now owns 688 shares of the bank’s stock worth $64,000 after acquiring an additional 309 shares during the last quarter. Smartleaf Asset Management LLC raised its holdings in shares of SouthState by 1,103.4% during the first quarter. Smartleaf Asset Management LLC now owns 698 shares of the bank’s stock worth $64,000 after acquiring an additional 640 shares in the last quarter. Finally, BI Asset Management Fondsmaeglerselskab A S acquired a new stake in SouthState during the first quarter valued at $67,000. Institutional investors and hedge funds own 89.76% of the company’s stock.

    Insider Buying and Selling at SouthState

    In other news, Director G Stacy Smith purchased 2,500 shares of the firm’s stock in a transaction on Friday, August 1st. The stock was bought at an average cost of $92.30 per share, for a total transaction of $230,750.00. Following the completion of the acquisition, the director directly owned 39,546 shares of the company’s stock, valued at approximately $3,650,095.80. The trade was a 6.75% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Daniel E. Bockhorst sold 5,000 shares of SouthState stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $99.60, for a total value of $498,000.00. Following the completion of the transaction, the insider owned 31,785 shares in the company, valued at $3,165,786. The trade was a 13.59% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders bought 8,338 shares of company stock worth $786,321 over the last ninety days. Company insiders own 1.70% of the company’s stock.

    Analyst Ratings Changes

    Several research analysts have weighed in on the company. Hovde Group upped their target price on SouthState from $97.00 to $105.00 and gave the stock a “market perform” rating in a research report on Friday, July 25th. Barclays increased their price objective on SouthState from $117.00 to $120.00 and gave the stock an “overweight” rating in a report on Monday, July 28th. Truist Financial assumed coverage on shares of SouthState in a research report on Tuesday, May 13th. They set a “buy” rating and a $106.00 price objective on the stock. Jefferies Financial Group started coverage on shares of SouthState in a research report on Wednesday, May 21st. They issued a “buy” rating and a $110.00 target price for the company. Finally, Citigroup restated a “buy” rating and set a $117.00 price target (up previously from $113.00) on shares of SouthState in a report on Monday, July 28th. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $115.27.

    View Our Latest Analysis on SouthState

    SouthState Stock Down 1.2%

    Shares of SouthState stock opened at $100.98 on Wednesday. The stock has a market capitalization of $10.22 billion, a P/E ratio of 14.51 and a beta of 0.74. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 0.07. The stock has a 50 day moving average price of $97.52 and a two-hundred day moving average price of $92.35. SouthState Co. has a 12-month low of $77.74 and a 12-month high of $114.26.

    SouthState (NASDAQ:SSB – Get Free Report) last released its quarterly earnings results on Thursday, July 24th. The bank reported $2.30 EPS for the quarter, beating analysts’ consensus estimates of $1.98 by $0.32. SouthState had a net margin of 22.38% and a return on equity of 9.62%. The company had revenue of $840.50 million for the quarter, compared to analyst estimates of $645.12 million. During the same quarter last year, the firm posted $1.74 earnings per share. Equities analysts expect that SouthState Co. will post 8.12 earnings per share for the current year.

    SouthState Increases Dividend

    The company also recently announced a quarterly dividend, which was paid on Friday, August 15th. Shareholders of record on Friday, August 8th were given a dividend of $0.60 per share. The ex-dividend date of this dividend was Friday, August 8th. This represents a $2.40 dividend on an annualized basis and a yield of 2.4%. This is a positive change from SouthState’s previous quarterly dividend of $0.54. SouthState’s dividend payout ratio (DPR) is presently 35.77%.

    About SouthState

    (Free Report)

    SouthState Corporation operates as the bank holding company for SouthState Bank, National Association that provides a range of banking services and products to individuals and companies. It offers checking accounts, savings deposits, interest-bearing transaction accounts, certificates of deposits, money market accounts, and other time deposits, as well as bond accounting, asset/liability consulting related activities, and other clearing and corporate checking account services.

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    Institutional Ownership by Quarter for SouthState (NASDAQ:SSB)



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  • Vident Advisory LLC Purchases 5,691 Shares of Samsara Inc. $IOT

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    Vident Advisory LLC increased its position in shares of Samsara Inc. (NYSE:IOT – Free Report) by 66.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,282 shares of the company’s stock after acquiring an additional 5,691 shares during the period. Vident Advisory LLC’s holdings in Samsara were worth $547,000 as of its most recent filing with the Securities and Exchange Commission.

    A number of other hedge funds and other institutional investors have also bought and sold shares of IOT. Brighton Jones LLC bought a new stake in Samsara during the 4th quarter worth approximately $13,464,000. Northern Trust Corp increased its holdings in Samsara by 27.8% during the 4th quarter. Northern Trust Corp now owns 788,606 shares of the company’s stock worth $34,454,000 after acquiring an additional 171,486 shares during the period. Mercer Global Advisors Inc. ADV increased its holdings in Samsara by 269.3% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 16,698 shares of the company’s stock worth $730,000 after acquiring an additional 12,176 shares during the period. BNP Paribas Financial Markets bought a new stake in Samsara during the 4th quarter worth approximately $21,231,000. Finally, Bank of America Corp DE increased its holdings in shares of Samsara by 6.2% in the 4th quarter. Bank of America Corp DE now owns 1,175,231 shares of the company’s stock worth $51,346,000 after buying an additional 68,953 shares during the last quarter. Institutional investors own 96.02% of the company’s stock.

    Wall Street Analyst Weigh In

    A number of equities analysts have recently commented on IOT shares. BMO Capital Markets decreased their price target on shares of Samsara from $54.00 to $47.00 and set an “outperform” rating on the stock in a report on Friday. Wells Fargo & Company increased their price target on shares of Samsara from $48.00 to $50.00 and gave the stock an “overweight” rating in a report on Friday, June 6th. Zacks Research lowered shares of Samsara from a “strong-buy” rating to a “hold” rating in a report on Friday, August 15th. Craig Hallum raised shares of Samsara from a “hold” rating to a “buy” rating and increased their price target for the stock from $42.00 to $48.00 in a report on Friday. Finally, Evercore ISI set a $45.00 price target on shares of Samsara in a report on Wednesday, June 25th. Eight equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Samsara presently has an average rating of “Moderate Buy” and an average price target of $49.15.

    Check Out Our Latest Report on IOT

    Samsara Stock Performance

    IOT stock opened at $42.16 on Friday. Samsara Inc. has a 52 week low of $31.40 and a 52 week high of $61.90. The firm’s fifty day moving average is $36.67 and its 200 day moving average is $39.86. The firm has a market cap of $24.00 billion, a P/E ratio of -263.49 and a beta of 1.61.

    Samsara (NYSE:IOT – Get Free Report) last released its earnings results on Thursday, September 4th. The company reported $0.12 EPS for the quarter, beating the consensus estimate of $0.07 by $0.05. Samsara had a negative net margin of 6.16% and a negative return on equity of 7.80%. The company had revenue of $391.48 million for the quarter, compared to analyst estimates of $372.22 million. During the same quarter last year, the firm earned $0.05 EPS. The firm’s quarterly revenue was up 30.4% compared to the same quarter last year. Samsara has set its FY 2026 guidance at 0.450-0.470 EPS. Q3 2026 guidance at 0.110-0.12 EPS. As a group, analysts forecast that Samsara Inc. will post -0.3 EPS for the current year.

    Insider Buying and Selling at Samsara

    In other Samsara news, insider Sanjit Biswas sold 160,000 shares of the stock in a transaction on Tuesday, June 24th. The shares were sold at an average price of $39.58, for a total transaction of $6,332,800.00. Following the completion of the sale, the insider owned 78,000 shares of the company’s stock, valued at $3,087,240. This represents a 67.23% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Marc L. Andreessen sold 399,026 shares of the stock in a transaction on Tuesday, June 10th. The shares were sold at an average price of $41.33, for a total transaction of $16,491,744.58. The disclosure for this sale can be found here. Insiders sold a total of 2,910,783 shares of company stock worth $111,188,818 in the last quarter. 46.49% of the stock is currently owned by company insiders.

    Samsara Profile

    (Free Report)

    Samsara Inc provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company’s Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy.

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    Want to see what other hedge funds are holding IOT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Samsara Inc. (NYSE:IOT – Free Report).

    Institutional Ownership by Quarter for Samsara (NYSE:IOT)



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  • Sprinklr, Inc. $CXM Shares Sold by Northern Trust Corp

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    Northern Trust Corp lowered its holdings in Sprinklr, Inc. (NYSE:CXM – Free Report) by 5.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,165,291 shares of the company’s stock after selling 67,420 shares during the period. Northern Trust Corp’s holdings in Sprinklr were worth $9,730,000 at the end of the most recent reporting period.

    Other hedge funds also recently made changes to their positions in the company. GAMMA Investing LLC grew its stake in shares of Sprinklr by 209.5% in the 1st quarter. GAMMA Investing LLC now owns 3,677 shares of the company’s stock worth $31,000 after purchasing an additional 2,489 shares during the last quarter. Ancora Advisors LLC acquired a new position in shares of Sprinklr in the fourth quarter worth about $34,000. PNC Financial Services Group Inc. increased its position in shares of Sprinklr by 69.2% in the first quarter. PNC Financial Services Group Inc. now owns 6,524 shares of the company’s stock worth $54,000 after acquiring an additional 2,668 shares in the last quarter. EP Wealth Advisors LLC purchased a new position in shares of Sprinklr in the fourth quarter worth approximately $105,000. Finally, Freestone Capital Holdings LLC purchased a new position in shares of Sprinklr in the first quarter worth approximately $105,000. Institutional investors and hedge funds own 40.19% of the company’s stock.

    Insider Buying and Selling at Sprinklr

    In other news, General Counsel Jacob Scott sold 62,422 shares of Sprinklr stock in a transaction that occurred on Friday, June 20th. The shares were sold at an average price of $7.99, for a total value of $498,751.78. Following the transaction, the general counsel owned 441,664 shares of the company’s stock, valued at $3,528,895.36. This trade represents a 12.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Scott Michael Harvey sold 21,422 shares of Sprinklr stock in a transaction that occurred on Monday, July 7th. The shares were sold at an average price of $9.00, for a total transaction of $192,798.00. Following the completion of the transaction, the insider directly owned 681,910 shares in the company, valued at approximately $6,137,190. This represents a 3.05% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 10,143,242 shares of company stock valued at $82,738,467 over the last three months. 60.53% of the stock is owned by insiders.

    Wall Street Analysts Forecast Growth

    Several research analysts have recently weighed in on CXM shares. Wall Street Zen raised shares of Sprinklr from a “hold” rating to a “buy” rating in a research report on Friday. Barclays dropped their target price on shares of Sprinklr from $9.00 to $8.00 and set an “underweight” rating on the stock in a research report on Wednesday. Rosenblatt Securities reissued a “buy” rating and issued a $12.00 target price on shares of Sprinklr in a research report on Thursday. Wells Fargo & Company lifted their target price on shares of Sprinklr from $6.00 to $7.00 and gave the stock an “underweight” rating in a research report on Thursday, June 5th. Finally, Cantor Fitzgerald started coverage on shares of Sprinklr in a research report on Tuesday, June 3rd. They issued a “neutral” rating and a $8.00 target price on the stock. Two analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Sprinklr presently has a consensus rating of “Hold” and an average target price of $10.10.

    Read Our Latest Stock Report on Sprinklr

    Sprinklr Stock Down 0.3%

    NYSE CXM opened at $7.81 on Friday. The stock has a market capitalization of $2.02 billion, a PE ratio of 17.34 and a beta of 0.81. The company has a 50 day moving average price of $8.64 and a two-hundred day moving average price of $8.35. Sprinklr, Inc. has a 12-month low of $6.75 and a 12-month high of $9.69.

    Sprinklr (NYSE:CXM – Get Free Report) last posted its earnings results on Wednesday, September 3rd. The company reported $0.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.10 by $0.03. The firm had revenue of $212.04 million during the quarter, compared to analysts’ expectations of $205.39 million. Sprinklr had a net margin of 14.64% and a return on equity of 8.59%. The company’s revenue was up 7.5% compared to the same quarter last year. During the same period in the previous year, the company earned $0.07 earnings per share. Sprinklr has set its FY 2026 guidance at 0.420-0.430 EPS. Q3 2026 guidance at 0.090-0.090 EPS. As a group, equities analysts anticipate that Sprinklr, Inc. will post 0.1 EPS for the current year.

    Sprinklr Profile

    (Free Report)

    Sprinklr, Inc provides enterprise cloud software products worldwide. The company operates Unified Customer Experience Management platform, a software that enables customer-facing teams to collaborate across internal silos, communicate across digital channels, and leverage a complete suite of capabilities to deliver customer experiences.

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    Want to see what other hedge funds are holding CXM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Sprinklr, Inc. (NYSE:CXM – Free Report).

    Institutional Ownership by Quarter for Sprinklr (NYSE:CXM)



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