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Tag: Institutional Investor Holdings

  • Strengthening Families & Communities LLC Buys 50,671 Shares of Amazon.com, Inc. $AMZN

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    Strengthening Families & Communities LLC grew its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 3,196.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 52,256 shares of the e-commerce giant’s stock after acquiring an additional 50,671 shares during the quarter. Amazon.com comprises approximately 2.5% of Strengthening Families & Communities LLC’s investment portfolio, making the stock its 4th biggest position. Strengthening Families & Communities LLC’s holdings in Amazon.com were worth $11,411,000 at the end of the most recent reporting period.

    Other institutional investors have also modified their holdings of the company. Cornerstone Advisors Asset Management LLC purchased a new stake in shares of Amazon.com in the third quarter valued at about $286,000. Elm Partners Management LLC purchased a new position in Amazon.com during the third quarter worth about $1,591,000. Cornerstone Planning Group LLC boosted its holdings in Amazon.com by 15.2% in the 3rd quarter. Cornerstone Planning Group LLC now owns 14,152 shares of the e-commerce giant’s stock valued at $3,154,000 after purchasing an additional 1,867 shares during the last quarter. Droms Strauss Advisors Inc. MO ADV boosted its holdings in Amazon.com by 3.9% in the 3rd quarter. Droms Strauss Advisors Inc. MO ADV now owns 2,426 shares of the e-commerce giant’s stock valued at $533,000 after purchasing an additional 92 shares during the last quarter. Finally, Physician Wealth Advisors Inc. grew its stake in shares of Amazon.com by 11.5% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 15,715 shares of the e-commerce giant’s stock valued at $3,450,000 after buying an additional 1,617 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.

    Amazon.com Stock Up 1.6%

    Amazon.com stock opened at $208.56 on Wednesday. The firm has a market capitalization of $2.24 trillion, a P/E ratio of 29.09, a P/E/G ratio of 1.31 and a beta of 1.37. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60. The stock’s fifty day simple moving average is $227.59 and its 200-day simple moving average is $228.06.

    Amazon.com (NASDAQ:AMZN – Get Free Report) last released its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The company had revenue of $213.39 billion during the quarter, compared to analysts’ expectations of $211.02 billion. During the same quarter last year, the business posted $1.86 earnings per share. The company’s revenue for the quarter was up 13.6% on a year-over-year basis. As a group, equities analysts expect that Amazon.com, Inc. will post 6.31 earnings per share for the current fiscal year.

    Amazon.com News Roundup

    Here are the key news stories impacting Amazon.com this week:

    • Positive Sentiment: Amazon announced a major infrastructure push: a $12 billion data‑center buildout in northwest Louisiana to support AI and cloud demand — this is concrete capacity for AWS, strengthens the company’s AI/service revenue runway and supports longer‑term AWS growth. Amazon plans $12 billion data center buildout in Louisiana
    • Positive Sentiment: Sector tailwinds: a tech-led market rally and reports of cooperation between Anthropic and software vendors boosted software/cloud stocks, helping AWS-exposed names like Amazon. This provides short‑term market momentum for AMZN. Anthropic Extends Enterprise Olive Branch, Lifts Software Stocks
    • Neutral Sentiment: Leadership and research changes: David Luan, head of Amazon’s AGI lab, is leaving after under two years — a development to monitor for AGI program continuity but not yet a clear hit to near‑term revenue. Head of Amazon’s AGI lab is leaving the company
    • Negative Sentiment: Insider selling: multiple senior executives (including CEO Andy Jassy and other senior officers) disclosed sizable share sales last week — a negative sentiment signal that can add pressure to the stock even if sales are routine. Jassy Form 4 filing
    • Negative Sentiment: Regulatory/legal headwinds: California asked a court to enjoin alleged merchant‑bullying on prices, and Italy’s privacy regulator banned an Amazon unit from processing staff personal data — potential fines, restrictions or adverse rulings could increase costs and uncertainty. California seeks injunction Italy privacy ban
    • Negative Sentiment: AI capex debate persists: investor unease about Amazon’s roughly $200 billion AI/data‑center capex plan continues to weigh on valuation (questions on timing of returns and free‑cash‑flow impact). Several recent articles argue the spending spooked the market and is the principal reason for the February drawdown. A $200 Billion AI Bet Is Either Amazon’s Masterstroke or Its Biggest Mistake

    Wall Street Analyst Weigh In

    Several analysts have recently commented on the stock. Loop Capital lifted their price target on shares of Amazon.com from $300.00 to $360.00 and gave the company a “buy” rating in a research report on Tuesday, November 18th. Truist Financial cut their target price on Amazon.com from $290.00 to $280.00 and set a “buy” rating for the company in a research note on Friday, February 6th. Piper Sandler reaffirmed an “overweight” rating and issued a $260.00 price target (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. Wedbush cut their price objective on Amazon.com from $340.00 to $300.00 and set an “outperform” rating for the company in a research report on Friday, February 6th. Finally, UBS Group set a $311.00 target price on shares of Amazon.com in a research report on Tuesday, February 3rd. One research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $287.29.

    Read Our Latest Analysis on AMZN

    Insiders Place Their Bets

    In related news, VP Shelley Reynolds sold 2,695 shares of Amazon.com stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total value of $554,900.50. Following the completion of the transaction, the vice president owned 119,780 shares in the company, valued at $24,662,702. The trade was a 2.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Douglas J. Herrington sold 6,835 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $205.82, for a total transaction of $1,406,779.70. Following the transaction, the chief executive officer owned 522,361 shares of the company’s stock, valued at $107,512,341.02. This trade represents a 1.29% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 73,186 shares of company stock worth $15,067,539. Corporate insiders own 10.80% of the company’s stock.

    Amazon.com Company Profile

    (Free Report)

    Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

    Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

    Featured Stories

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

    Institutional Ownership by Quarter for Amazon.com (NASDAQ:AMZN)



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  • Envestnet Asset Management Inc. Sells 10,574 Shares of Abercrombie & Fitch Company $ANF

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    Envestnet Asset Management Inc. lessened its stake in shares of Abercrombie & Fitch Company (NYSE:ANF – Free Report) by 11.7% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 79,973 shares of the apparel retailer’s stock after selling 10,574 shares during the period. Envestnet Asset Management Inc.’s holdings in Abercrombie & Fitch were worth $6,842,000 at the end of the most recent quarter.

    Several other institutional investors and hedge funds have also recently modified their holdings of the stock. AQR Capital Management LLC grew its stake in Abercrombie & Fitch by 1.1% in the second quarter. AQR Capital Management LLC now owns 1,978,142 shares of the apparel retailer’s stock worth $163,889,000 after purchasing an additional 22,215 shares in the last quarter. Valeo Financial Advisors LLC lifted its holdings in shares of Abercrombie & Fitch by 10,469.4% in the 2nd quarter. Valeo Financial Advisors LLC now owns 993,101 shares of the apparel retailer’s stock worth $82,278,000 after buying an additional 983,705 shares during the period. American Century Companies Inc. grew its position in shares of Abercrombie & Fitch by 3.3% during the 2nd quarter. American Century Companies Inc. now owns 833,702 shares of the apparel retailer’s stock worth $69,072,000 after buying an additional 26,722 shares in the last quarter. Brandywine Global Investment Management LLC purchased a new position in shares of Abercrombie & Fitch during the second quarter valued at $61,643,000. Finally, Norges Bank bought a new stake in shares of Abercrombie & Fitch in the second quarter valued at about $61,584,000.

    Analysts Set New Price Targets

    Several brokerages have issued reports on ANF. Jefferies Financial Group reiterated a “buy” rating and set a $145.00 target price on shares of Abercrombie & Fitch in a report on Monday, January 5th. Wall Street Zen lowered shares of Abercrombie & Fitch from a “buy” rating to a “hold” rating in a report on Sunday, February 15th. Barclays boosted their price objective on shares of Abercrombie & Fitch from $94.00 to $115.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 6th. BTIG Research reaffirmed a “buy” rating on shares of Abercrombie & Fitch in a research report on Tuesday, January 13th. Finally, The Goldman Sachs Group initiated coverage on shares of Abercrombie & Fitch in a report on Thursday, December 11th. They issued a “buy” rating and a $120.00 target price for the company. Seven equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $124.60.

    View Our Latest Analysis on Abercrombie & Fitch

    Insiders Place Their Bets

    In other Abercrombie & Fitch news, CEO Fran Horowitz sold 103,200 shares of the business’s stock in a transaction that occurred on Thursday, January 22nd. The stock was sold at an average price of $98.53, for a total value of $10,168,296.00. Following the completion of the transaction, the chief executive officer directly owned 605,303 shares of the company’s stock, valued at approximately $59,640,504.59. The trade was a 14.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders sold 350,000 shares of company stock worth $34,661,358 in the last three months. 2.29% of the stock is currently owned by company insiders.

    Abercrombie & Fitch Stock Up 0.3%

    Shares of NYSE ANF opened at $96.18 on Friday. The firm has a market cap of $4.41 billion, a P/E ratio of 9.22 and a beta of 1.19. Abercrombie & Fitch Company has a 52 week low of $65.40 and a 52 week high of $133.11. The business’s 50 day moving average price is $108.56 and its 200 day moving average price is $93.65.

    Abercrombie & Fitch (NYSE:ANF – Get Free Report) last posted its earnings results on Wednesday, November 26th. The apparel retailer reported $2.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.14 by $0.22. The company had revenue of $1.29 billion during the quarter, compared to the consensus estimate of $1.28 billion. Abercrombie & Fitch had a net margin of 10.07% and a return on equity of 38.01%. The firm’s quarterly revenue was up 6.8% on a year-over-year basis. During the same period in the previous year, the firm posted $2.50 earnings per share. As a group, research analysts expect that Abercrombie & Fitch Company will post 10.62 earnings per share for the current year.

    Abercrombie & Fitch Company Profile

    (Free Report)

    Abercrombie & Fitch Co (NYSE: ANF) is an American specialty retailer that designs, markets and sells casual apparel and accessories for men, women and children. Founded in 1892 by David T. Abercrombie and Ezra Fitch, the company evolved from an outdoor gear outfitter to a global lifestyle brand renowned for its relaxed, preppy aesthetic. Its product assortment includes tops, bottoms, outerwear, intimates, swimwear, fragrances and personal care items.

    The company operates under multiple brand names, including Abercrombie & Fitch, Abercrombie Kids, Hollister and Gilly Hicks, each targeting distinct consumer segments from teens to young adults.

    Read More

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

    Institutional Ownership by Quarter for Abercrombie & Fitch (NYSE:ANF)



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  • 1,423 Shares in Micron Technology, Inc. $MU Purchased by Generation Capital Management LLC

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    Generation Capital Management LLC purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased 1,423 shares of the semiconductor manufacturer’s stock, valued at approximately $238,000.

    Several other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of Micron Technology by 18.3% during the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after acquiring an additional 976 shares during the last quarter. Sivia Capital Partners LLC increased its stake in Micron Technology by 21.7% in the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock worth $435,000 after purchasing an additional 628 shares during the period. RFG Advisory LLC lifted its position in shares of Micron Technology by 16.6% during the second quarter. RFG Advisory LLC now owns 2,743 shares of the semiconductor manufacturer’s stock worth $338,000 after purchasing an additional 391 shares during the last quarter. Private Trust Co. NA boosted its stake in shares of Micron Technology by 23.2% during the second quarter. Private Trust Co. NA now owns 6,065 shares of the semiconductor manufacturer’s stock valued at $747,000 after purchasing an additional 1,141 shares during the period. Finally, Stratos Wealth Partners LTD. grew its holdings in shares of Micron Technology by 3.1% in the second quarter. Stratos Wealth Partners LTD. now owns 15,605 shares of the semiconductor manufacturer’s stock worth $1,923,000 after purchasing an additional 465 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

    Insider Activity

    In other Micron Technology news, EVP Sumit Sadana sold 25,000 shares of Micron Technology stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total value of $10,747,250.00. Following the transaction, the executive vice president directly owned 248,021 shares of the company’s stock, valued at approximately $106,621,747.69. The trade was a 9.16% 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 the SEC website. Also, Director Teyin M. Liu purchased 11,600 shares of Micron Technology stock in a transaction dated Tuesday, January 13th. The shares were acquired at an average cost of $337.07 per share, for a total transaction of $3,910,012.00. Following the completion of the transaction, the director owned 14,310 shares of the company’s stock, valued at approximately $4,823,471.70. This represents a 428.04% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have purchased 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. Insiders own 0.24% of the company’s stock.

    Analyst Upgrades and Downgrades

    A number of brokerages recently weighed in on MU. Bank of America lifted their price objective on shares of Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Raymond James Financial raised their target price on shares of Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a research report on Thursday, December 18th. Mizuho lifted their price target on shares of Micron Technology from $390.00 to $480.00 and gave the company an “outperform” rating in a research note on Tuesday, January 27th. Wall Street Zen raised Micron Technology from a “buy” rating to a “strong-buy” rating in a research note on Sunday, November 23rd. Finally, The Goldman Sachs Group lifted their target price on Micron Technology from $205.00 to $235.00 and gave the company a “neutral” rating in a research report on Thursday, December 18th. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, Micron Technology presently has a consensus rating of “Buy” and a consensus price target of $353.21.

    Read Our Latest Research Report on Micron Technology

    Micron Technology Stock Down 0.6%

    Shares of NASDAQ MU opened at $411.66 on Monday. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $455.50. The stock’s fifty day simple moving average is $334.97 and its two-hundred day simple moving average is $232.73. The stock has a market capitalization of $463.33 billion, a PE ratio of 39.13 and a beta of 1.51. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19.

    Micron Technology (NASDAQ:MU – Get Free Report) last issued its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The firm had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. During the same period in the prior year, the business posted $1.79 EPS. The firm’s quarterly revenue was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, analysts expect that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

    Micron Technology Dividend Announcement

    The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were given a $0.115 dividend. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s payout ratio is presently 4.37%.

    Key Headlines Impacting Micron Technology

    Here are the key news stories impacting Micron Technology this week:

    Micron Technology Profile

    (Free Report)

    Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.

    Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.

    See Also

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

    Institutional Ownership by Quarter for Micron Technology (NASDAQ:MU)



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  • Cidel Asset Management Inc. Grows Stock Position in Eli Lilly and Company $LLY

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    Cidel Asset Management Inc. raised its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 26.5% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 26,726 shares of the company’s stock after acquiring an additional 5,591 shares during the period. Eli Lilly and Company makes up about 1.2% of Cidel Asset Management Inc.’s holdings, making the stock its 27th largest holding. Cidel Asset Management Inc.’s holdings in Eli Lilly and Company were worth $20,392,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

    Several other institutional investors and hedge funds also recently made changes to their positions in LLY. Sumitomo Mitsui Financial Group Inc. purchased a new stake in Eli Lilly and Company during the second quarter valued at about $27,000. Evolution Wealth Management Inc. purchased a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at approximately $29,000. Steph & Co. boosted its holdings in Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after buying an additional 29 shares during the period. Financial Gravity Companies Inc. purchased a new position in Eli Lilly and Company in the 2nd quarter valued at approximately $31,000. Finally, Bare Financial Services Inc grew its stake in Eli Lilly and Company by 263.6% in the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after buying an additional 29 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

    Key Headlines Impacting Eli Lilly and Company

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

    Analyst Upgrades and Downgrades

    Several equities research analysts have issued reports on LLY shares. Leerink Partners increased their target price on Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Wells Fargo & Company lifted their target price on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Zacks Research cut Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Eli Lilly and Company from $1,200.00 to $1,285.00 and gave the company a “buy” rating in a research report on Monday, February 9th. Finally, Morgan Stanley upped their target price on shares of Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,218.88.

    Get Our Latest Stock Report on LLY

    Eli Lilly and Company Stock Up 0.2%

    LLY stock opened at $1,040.12 on Friday. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The stock has a market cap of $983.31 billion, a price-to-earnings ratio of 45.32, a price-to-earnings-growth ratio of 1.21 and a beta of 0.39. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71. The company’s 50 day moving average is $1,052.39 and its 200 day moving average is $907.31.

    Eli Lilly and Company (NYSE:LLY – Get Free Report) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. The firm had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 112.50%. The business’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Sell-side analysts predict that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

    Eli Lilly and Company Increases Dividend

    The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be given a dividend of $1.73 per share. The ex-dividend date is Friday, February 13th. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. Eli Lilly and Company’s dividend payout ratio (DPR) is 26.14%.

    Eli Lilly and Company Profile

    (Free Report)

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

    Featured Stories

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

    Institutional Ownership by Quarter for Eli Lilly and Company (NYSE:LLY)



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  • Cullen Capital Management LLC Sells 40,578 Shares of JPMorgan Chase & Co. $JPM

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    Cullen Capital Management LLC lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.9% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 1,006,665 shares of the financial services provider’s stock after selling 40,578 shares during the quarter. JPMorgan Chase & Co. comprises about 3.5% of Cullen Capital Management LLC’s investment portfolio, making the stock its biggest position. Cullen Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $317,532,000 at the end of the most recent quarter.

    Other institutional investors and hedge funds have also bought and sold shares of the company. Harbor Asset Planning Inc. acquired a new position in shares of JPMorgan Chase & Co. in the second quarter valued at approximately $26,000. Mizuho Securities Co. Ltd. boosted its stake in JPMorgan Chase & Co. by 450.0% in the 2nd quarter. Mizuho Securities Co. Ltd. now owns 110 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 90 shares during the period. Mountain Hill Investment Partners Corp. acquired a new position in JPMorgan Chase & Co. in the 3rd quarter valued at $32,000. Family Legacy Financial Solutions LLC increased its position in JPMorgan Chase & Co. by 92.6% during the 3rd quarter. Family Legacy Financial Solutions LLC now owns 104 shares of the financial services provider’s stock worth $33,000 after buying an additional 50 shares during the period. Finally, Clarity Asset Management Inc. lifted its holdings in shares of JPMorgan Chase & Co. by 87.1% during the second quarter. Clarity Asset Management Inc. now owns 217 shares of the financial services provider’s stock worth $63,000 after buying an additional 101 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

    Insider Activity at JPMorgan Chase & Co.

    In related news, CFO Jeremy Barnum sold 2,893 shares of JPMorgan Chase & Co. stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $904,901.47. Following the completion of the transaction, the chief financial officer owned 26,696 shares of the company’s stock, valued at $8,350,241.84. This trade represents a 9.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Jennifer Piepszak sold 8,571 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the transaction, the chief operating officer owned 71,027 shares in the company, valued at approximately $22,216,535.33. The trade was a 10.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 14,868 shares of company stock worth $4,650,596 over the last ninety days. Insiders own 0.47% of the company’s stock.

    JPMorgan Chase & Co. Stock Performance

    Shares of JPMorgan Chase & Co. stock opened at $302.62 on Friday. The stock has a market cap of $823.82 billion, a price-to-earnings ratio of 15.12, a P/E/G ratio of 1.48 and a beta of 1.07. JPMorgan Chase & Co. has a twelve month low of $202.16 and a twelve month high of $337.25. The company’s fifty day moving average is $315.53 and its 200 day moving average is $307.56. The company has a quick ratio of 0.86, a current ratio of 0.85 and a debt-to-equity ratio of 1.27.

    JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 EPS for the quarter, topping the consensus estimate of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The firm had revenue of $45.80 billion for the quarter, compared to the consensus estimate of $45.98 billion. During the same period in the previous year, the business earned $4.81 EPS. The business’s quarterly revenue was up 7.1% compared to the same quarter last year. Sell-side analysts forecast that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

    JPMorgan Chase & Co. Announces Dividend

    The business also recently disclosed a quarterly dividend, which was paid on Saturday, January 31st. Investors of record on Tuesday, January 6th were paid a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is currently 29.99%.

    Trending Headlines about JPMorgan Chase & Co.

    Here are the key news stories impacting JPMorgan Chase & Co. this week:

    Analyst Ratings Changes

    Several research firms recently commented on JPM. Wall Street Zen upgraded shares of JPMorgan Chase & Co. from a “sell” rating to a “hold” rating in a research note on Sunday, January 18th. Wells Fargo & Company increased their target price on shares of JPMorgan Chase & Co. from $350.00 to $360.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. Truist Financial set a $334.00 price target on shares of JPMorgan Chase & Co. in a research report on Wednesday, January 14th. Robert W. Baird raised JPMorgan Chase & Co. from an “underperform” rating to a “neutral” rating and set a $280.00 price target on the stock in a research report on Tuesday, February 3rd. Finally, Weiss Ratings reaffirmed a “buy (b+)” rating on shares of JPMorgan Chase & Co. in a report on Monday, December 22nd. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average price target of $340.18.

    Read Our Latest Stock Report on JPM

    JPMorgan Chase & Co. Profile

    (Free Report)

    JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

    The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.

    Further Reading

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

    Institutional Ownership by Quarter for JPMorgan Chase & Co. (NYSE:JPM)



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  • Ashton Thomas Private Wealth LLC Grows Holdings in Meta Platforms, Inc. $META

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    Ashton Thomas Private Wealth LLC grew its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 34.2% in the 3rd quarter, HoldingsChannel reports. The firm owned 52,252 shares of the social networking company’s stock after acquiring an additional 13,311 shares during the quarter. Meta Platforms makes up about 1.0% of Ashton Thomas Private Wealth LLC’s holdings, making the stock its 13th biggest holding. Ashton Thomas Private Wealth LLC’s holdings in Meta Platforms were worth $38,373,000 at the end of the most recent quarter.

    Other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank purchased a new stake in shares of Meta Platforms during the second quarter valued at approximately $23,155,393,000. Laurel Wealth Advisors LLC increased its holdings in Meta Platforms by 73,443.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock valued at $6,212,506,000 after purchasing an additional 8,405,558 shares during the period. State Street Corp increased its holdings in Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock valued at $64,158,971,000 after purchasing an additional 1,650,435 shares during the period. Vanguard Group Inc. lifted its stake in Meta Platforms by 0.8% in the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock worth $142,149,566,000 after acquiring an additional 1,532,568 shares during the period. Finally, Corient Private Wealth LLC increased its position in shares of Meta Platforms by 103.5% during the second quarter. Corient Private Wealth LLC now owns 1,998,624 shares of the social networking company’s stock valued at $1,475,166,000 after buying an additional 1,016,667 shares during the period. 79.91% of the stock is currently owned by hedge funds and other institutional investors.

    Analysts Set New Price Targets

    Several equities analysts have recently issued reports on the stock. Raymond James Financial lowered their target price on shares of Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a report on Monday, January 26th. Stifel Nicolaus lifted their price objective on Meta Platforms from $785.00 to $820.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Wall Street Zen cut Meta Platforms from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Argus restated a “buy” rating and set a $800.00 price target on shares of Meta Platforms in a report on Monday, February 2nd. Finally, Morgan Stanley lifted their price target on Meta Platforms from $750.00 to $825.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, Meta Platforms presently has a consensus rating of “Moderate Buy” and an average price target of $845.50.

    View Our Latest Stock Analysis on META

    Insider Activity at Meta Platforms

    In other Meta Platforms news, COO Javier Olivan sold 2,610 shares of the company’s stock in a transaction on Saturday, November 15th. The stock was sold at an average price of $609.46, for a total transaction of $1,590,690.60. Following the completion of the sale, the chief operating officer owned 9,784 shares in the company, valued at $5,962,956.64. This represents a 21.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Aaron Anderson sold 726 shares of Meta Platforms stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $591.60, for a total value of $429,501.60. Following the completion of the transaction, the chief accounting officer owned 6,035 shares in the company, valued at $3,570,306. This trade represents a 10.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 39,078 shares of company stock worth $24,016,453 over the last three months. Corporate insiders own 13.61% of the company’s stock.

    Meta Platforms News Roundup

    Here are the key news stories impacting Meta Platforms this week:

    • Positive Sentiment: Bill Ackman’s Pershing Square disclosed a roughly $2 billion stake (~10% of the fund), calling META undervalued and an AI beneficiary — a high‑profile institutional endorsement that can attract other buyers and bolster the AI-growth narrative. Article Title
    • Positive Sentiment: Meta announced a quarterly cash dividend of $0.525 per share (payable March 26) — a formal return of capital that supports yield‑seeking investors and signals board confidence in cash flow. Article Title
    • Positive Sentiment: Hardware traction: EssilorLuxottica reported it more than tripled sales of Meta AI (Ray-Ban) glasses in 2025 — evidence Reality Labs products can scale and begin to diversify revenue beyond advertising. Article Title
    • Positive Sentiment: Data center expansion: Meta broke ground on a $10B Indiana data‑center (and another large campus reported elsewhere), strengthening long‑term AI compute capacity that underpins ad/AI initiatives. These are long‑horizon positives but raise near‑term capex. Article Title
    • Neutral Sentiment: Insider activity: COO Javier Olivan sold 517 shares (~$343k) in a routine filing; the sale is small relative to total insider holdings and follows a pattern of periodic sales. Article Title
    • Negative Sentiment: Russia block: Russian authorities removed WhatsApp from an official directory and effectively blocked access for ~100M users — a material engagement loss in that market and a nearer‑term revenue/MAU headwind. Article Title
    • Negative Sentiment: Legal and reputational risk: Ongoing trials and testimony (including accusations that products enabled harm) increase litigation exposure and political/regulatory scrutiny that could lead to fines, restrictions or product changes. Article Title
    • Negative Sentiment: Capex/FCF pressure: Coverage of the “Mag‑7” AI arms race highlights heavy industry capex and potential free‑cash‑flow strain — Meta’s big data‑center builds support growth but keep near‑term spending elevated. Article Title

    Meta Platforms Price Performance

    NASDAQ:META opened at $649.81 on Friday. The business’s 50-day moving average is $658.31 and its 200 day moving average is $693.94. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25. The company has a market capitalization of $1.64 trillion, a P/E ratio of 27.65, a P/E/G ratio of 1.14 and a beta of 1.28. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27.

    Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, topping the consensus estimate of $8.16 by $0.72. The company had revenue of $59.89 billion during the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm’s revenue was up 23.8% on a year-over-year basis. During the same quarter last year, the business posted $8.02 earnings per share. On average, equities research analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

    Meta Platforms Dividend Announcement

    The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were paid a $0.525 dividend. The ex-dividend date of this dividend was Monday, December 15th. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s dividend payout ratio is 8.94%.

    Meta Platforms Profile

    (Free Report)

    Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.

    Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.

    Featured Stories

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

    Institutional Ownership by Quarter for Meta Platforms (NASDAQ:META)



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  • Illinois Municipal Retirement Fund Purchases 23,833 Shares of The Progressive Corporation $PGR

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    Illinois Municipal Retirement Fund grew its holdings in shares of The Progressive Corporation (NYSE:PGR – Free Report) by 30.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 102,778 shares of the insurance provider’s stock after buying an additional 23,833 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in Progressive were worth $25,381,000 at the end of the most recent reporting period.

    Several other institutional investors and hedge funds have also recently modified their holdings of the stock. CVA Family Office LLC raised its position in Progressive by 4.2% in the 2nd quarter. CVA Family Office LLC now owns 1,053 shares of the insurance provider’s stock valued at $281,000 after buying an additional 42 shares during the last quarter. Bell Investment Advisors Inc grew its stake in shares of Progressive by 20.8% in the 2nd quarter. Bell Investment Advisors Inc now owns 256 shares of the insurance provider’s stock worth $68,000 after acquiring an additional 44 shares in the last quarter. Maia Wealth LLC raised its holdings in shares of Progressive by 5.4% in the second quarter. Maia Wealth LLC now owns 857 shares of the insurance provider’s stock valued at $229,000 after purchasing an additional 44 shares during the last quarter. Trail Ridge Investment Advisors LLC lifted its position in shares of Progressive by 1.6% during the second quarter. Trail Ridge Investment Advisors LLC now owns 2,906 shares of the insurance provider’s stock valued at $775,000 after purchasing an additional 45 shares in the last quarter. Finally, Selective Wealth Management Inc. boosted its holdings in Progressive by 2.1% during the third quarter. Selective Wealth Management Inc. now owns 2,207 shares of the insurance provider’s stock worth $538,000 after purchasing an additional 45 shares during the last quarter. 85.34% of the stock is owned by hedge funds and other institutional investors.

    Wall Street Analysts Forecast Growth

    Several research firms have commented on PGR. JPMorgan Chase & Co. decreased their price objective on shares of Progressive from $303.00 to $275.00 and set an “overweight” rating for the company in a research note on Wednesday, January 7th. UBS Group set a $226.00 price objective on Progressive in a research report on Monday, February 2nd. Keefe, Bruyette & Woods decreased their target price on Progressive from $252.00 to $225.00 and set a “market perform” rating for the company in a research report on Friday, January 30th. Jefferies Financial Group set a $216.00 price target on shares of Progressive in a report on Wednesday. Finally, Evercore decreased their price objective on shares of Progressive from $250.00 to $237.00 and set an “in-line” rating for the company in a report on Wednesday, January 7th. Seven analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $250.35.

    Check Out Our Latest Analysis on PGR

    Progressive Price Performance

    PGR opened at $208.40 on Thursday. The firm has a 50-day moving average price of $215.77 and a 200-day moving average price of $228.41. The Progressive Corporation has a twelve month low of $197.92 and a twelve month high of $292.99. The company has a quick ratio of 0.29, a current ratio of 0.38 and a debt-to-equity ratio of 0.23. The company has a market capitalization of $122.20 billion, a price-to-earnings ratio of 10.83, a PEG ratio of 7.09 and a beta of 0.32.

    Progressive Announces Dividend

    The business also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Friday, January 2nd were issued a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend was Friday, January 2nd. Progressive’s payout ratio is presently 2.08%.

    Insider Buying and Selling

    In other news, CFO John P. Sauerland sold 5,000 shares of the stock in a transaction dated Friday, November 28th. The shares were sold at an average price of $228.48, for a total value of $1,142,400.00. Following the sale, the chief financial officer directly owned 223,024 shares of the company’s stock, valued at approximately $50,956,523.52. This represents a 2.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Steven Broz sold 1,344 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $224.80, for a total transaction of $302,131.20. Following the transaction, the insider directly owned 26,354 shares of the company’s stock, valued at approximately $5,924,379.20. This represents a 4.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 12,443 shares of company stock valued at $2,723,061. Corporate insiders own 0.34% of the company’s stock.

    Progressive Company Profile

    (Free Report)

    Progressive Corporation is a large U.S.-based property and casualty insurer that primarily underwrites personal auto insurance along with a broad suite of related products. Its offerings include coverage for private passenger automobiles, commercial auto fleets, motorcycles, boats and recreational vehicles, as well as homeowners, renters, umbrella and other specialty P&C products. Progressive also provides claims handling, risk management and related services to individual and commercial policyholders.

    The company distributes its products through a mix of direct channels—online and by phone—and an extensive independent agent network.

    Read More

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

    Institutional Ownership by Quarter for Progressive (NYSE:PGR)



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  • Alps Advisors Inc. Cuts Stock Position in iShares Core S&P 500 ETF $IVV

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    Alps Advisors Inc. trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 175,244 shares of the company’s stock after selling 1,955 shares during the period. iShares Core S&P 500 ETF accounts for 0.7% of Alps Advisors Inc.’s holdings, making the stock its 20th biggest position. Alps Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $117,291,000 as of its most recent filing with the Securities & Exchange Commission.

    Several other institutional investors have also modified their holdings of the stock. Northwestern Mutual Wealth Management Co. raised its holdings in iShares Core S&P 500 ETF by 3.8% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock valued at $20,172,093,000 after acquiring an additional 1,190,963 shares during the last quarter. Envestnet Asset Management Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 0.7% during the 3rd quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock worth $19,122,455,000 after purchasing an additional 201,983 shares during the last quarter. JPMorgan Chase & Co. grew its position in shares of iShares Core S&P 500 ETF by 18.3% in the second quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock valued at $17,553,830,000 after purchasing an additional 4,378,977 shares in the last quarter. Creative Planning grew its position in shares of iShares Core S&P 500 ETF by 1.8% in the second quarter. Creative Planning now owns 22,229,974 shares of the company’s stock valued at $13,802,591,000 after purchasing an additional 398,230 shares in the last quarter. Finally, Jones Financial Companies Lllp increased its holdings in shares of iShares Core S&P 500 ETF by 3.6% in the third quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock valued at $11,437,403,000 after purchasing an additional 601,254 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

    iShares Core S&P 500 ETF Stock Performance

    Shares of iShares Core S&P 500 ETF stock opened at $693.78 on Friday. The business’s 50 day moving average price is $690.05 and its 200 day moving average price is $671.34. The company has a market cap of $762.60 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $700.97.

    iShares Core S&P 500 ETF Profile

    (Free Report)

    iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.

    Recommended Stories

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    Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)



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  • Mirae Asset Global Investments Co. Ltd. Sells 6,082 Shares of ATI Inc. $ATI

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    Mirae Asset Global Investments Co. Ltd. lessened its holdings in ATI Inc. (NYSE:ATI – Free Report) by 53.2% during the 3rd quarter, Holdings Channel.com reports. The firm owned 5,361 shares of the basic materials company’s stock after selling 6,082 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in ATI were worth $436,000 as of its most recent filing with the Securities & Exchange Commission.

    A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Meeder Asset Management Inc. increased its holdings in ATI by 2,010.0% during the third quarter. Meeder Asset Management Inc. now owns 422 shares of the basic materials company’s stock valued at $34,000 after buying an additional 402 shares during the last quarter. Nomura Asset Management Co. Ltd. boosted its stake in shares of ATI by 56.5% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 720 shares of the basic materials company’s stock worth $62,000 after acquiring an additional 260 shares during the last quarter. MAI Capital Management grew its position in shares of ATI by 38.6% during the 2nd quarter. MAI Capital Management now owns 869 shares of the basic materials company’s stock valued at $75,000 after acquiring an additional 242 shares during the period. NewEdge Advisors LLC purchased a new stake in shares of ATI in the 2nd quarter worth $75,000. Finally, Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of ATI in the 3rd quarter worth $91,000.

    Analyst Upgrades and Downgrades

    Several equities analysts recently weighed in on the company. JPMorgan Chase & Co. lifted their target price on ATI from $135.00 to $150.00 and gave the company an “overweight” rating in a research report on Wednesday. BTIG Research lifted their price objective on ATI from $120.00 to $165.00 and gave the company a “buy” rating in a research report on Wednesday. Weiss Ratings reiterated a “buy (b-)” rating on shares of ATI in a research note on Monday, December 29th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $150.00 target price on shares of ATI in a research note on Wednesday. Finally, Susquehanna set a $155.00 price objective on shares of ATI in a research note on Wednesday. Ten equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $133.00.

    View Our Latest Analysis on ATI

    Insider Activity

    In other ATI news, Chairman Robert S. Wetherbee sold 60,000 shares of the stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $98.34, for a total transaction of $5,900,400.00. Following the completion of the transaction, the chairman owned 246,538 shares in the company, valued at $24,244,546.92. This trade represents a 19.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Timothy J. Harris sold 10,543 shares of ATI stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $97.69, for a total transaction of $1,029,945.67. Following the completion of the transaction, the vice president directly owned 119,394 shares of the company’s stock, valued at $11,663,599.86. The trade was a 8.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 148,087 shares of company stock worth $15,131,989. 1.10% of the stock is currently owned by insiders.

    ATI Trading Up 1.1%

    Shares of ATI stock opened at $128.88 on Friday. The company has a current ratio of 2.66, a quick ratio of 1.18 and a debt-to-equity ratio of 0.90. The stock has a market capitalization of $17.51 billion, a price-to-earnings ratio of 45.38, a price-to-earnings-growth ratio of 1.18 and a beta of 1.02. ATI Inc. has a 12-month low of $39.23 and a 12-month high of $137.00. The stock’s 50-day moving average price is $115.83 and its 200-day moving average price is $95.54.

    ATI (NYSE:ATI – Get Free Report) last announced its quarterly earnings results on Tuesday, February 3rd. The basic materials company reported $0.93 EPS for the quarter, beating analysts’ consensus estimates of $0.89 by $0.04. ATI had a return on equity of 24.26% and a net margin of 8.81%.The company had revenue of $1.18 billion during the quarter, compared to analyst estimates of $1.18 billion. During the same period in the prior year, the company earned $0.79 earnings per share. The firm’s revenue was up .4% on a year-over-year basis. ATI has set its FY 2026 guidance at 3.990-4.270 EPS and its Q1 2026 guidance at 0.830-0.890 EPS. Equities research analysts predict that ATI Inc. will post 2.89 EPS for the current fiscal year.

    ATI News Roundup

    Here are the key news stories impacting ATI this week:

    ATI Company Profile

    (Free Report)

    Allegheny Technologies Incorporated (ATI) is a global manufacturer of specialty materials and complex components, serving aerospace, defense, oil and gas, chemical processing, medical and other industrial end markets. The company operates through two main segments: High Performance Materials & Components, which produces titanium and nickel-based alloys, stainless and specialty steels, and precision forgings; and Flat-Rolled Products, which supplies stainless steel, nickel and specialty alloy sheet, strip and precision-rolled plate.

    Featured Stories

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

    Institutional Ownership by Quarter for ATI (NYSE:ATI)



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  • Running Oak Capital LLC Boosts Position in Brown & Brown, Inc. $BRO

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    Running Oak Capital LLC grew its holdings in shares of Brown & Brown, Inc. (NYSE:BRO – Free Report) by 10.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 167,571 shares of the financial services provider’s stock after buying an additional 15,531 shares during the quarter. Running Oak Capital LLC’s holdings in Brown & Brown were worth $15,716,000 at the end of the most recent quarter.

    A number of other hedge funds have also made changes to their positions in BRO. Darwin Wealth Management LLC purchased a new stake in Brown & Brown during the 2nd quarter worth $30,000. Motco purchased a new stake in shares of Brown & Brown in the second quarter worth about $32,000. Migdal Insurance & Financial Holdings Ltd. purchased a new stake in shares of Brown & Brown in the second quarter worth about $49,000. Horizon Bancorp Inc. IN acquired a new stake in shares of Brown & Brown in the second quarter valued at about $50,000. Finally, Evelyn Partners Investment Management LLP purchased a new stake in shares of Brown & Brown during the 2nd quarter valued at about $52,000. Hedge funds and other institutional investors own 71.01% of the company’s stock.

    Brown & Brown Stock Performance

    Shares of BRO stock opened at $71.32 on Tuesday. The stock has a market capitalization of $24.35 billion, a price-to-earnings ratio of 22.29, a PEG ratio of 2.18 and a beta of 0.79. Brown & Brown, Inc. has a one year low of $70.92 and a one year high of $125.68. The company’s 50-day simple moving average is $79.13 and its 200-day simple moving average is $86.92. The company has a debt-to-equity ratio of 0.55, a quick ratio of 2.10 and a current ratio of 1.67.

    Brown & Brown (NYSE:BRO – Get Free Report) last announced its quarterly earnings data on Monday, January 26th. The financial services provider reported $0.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.91 by $0.02. The firm had revenue of $1.61 billion for the quarter, compared to analysts’ expectations of $1.65 billion. Brown & Brown had a return on equity of 12.93% and a net margin of 17.84%.Brown & Brown’s revenue for the quarter was up 35.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.86 earnings per share. Equities analysts anticipate that Brown & Brown, Inc. will post 4.18 earnings per share for the current fiscal year.

    Brown & Brown Announces Dividend

    The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 11th. Shareholders of record on Wednesday, February 4th will be issued a $0.165 dividend. This represents a $0.66 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Wednesday, February 4th. Brown & Brown’s payout ratio is currently 20.63%.

    Wall Street Analyst Weigh In

    BRO has been the subject of several recent research reports. Keefe, Bruyette & Woods upgraded shares of Brown & Brown from an “underperform” rating to a “market perform” rating and dropped their price objective for the company from $80.00 to $73.00 in a research note on Thursday, January 29th. Raymond James Financial reaffirmed an “outperform” rating on shares of Brown & Brown in a research note on Monday, November 3rd. Weiss Ratings reissued a “hold (c)” rating on shares of Brown & Brown in a research report on Monday, December 29th. Argus upgraded Brown & Brown to a “hold” rating in a research note on Tuesday, January 27th. Finally, JPMorgan Chase & Co. assumed coverage on Brown & Brown in a report on Thursday, December 18th. They issued a “neutral” rating and a $91.00 price target for the company. Three equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. According to data from MarketBeat, Brown & Brown has an average rating of “Hold” and a consensus price target of $90.64.

    Check Out Our Latest Analysis on BRO

    Brown & Brown Company Profile

    (Free Report)

    Brown & Brown, Inc (NYSE: BRO) is a professional insurance brokerage and risk advisory firm that provides a broad range of property and casualty, employee benefits, personal risk, and specialty insurance products. The company works with commercial, public sector and individual clients to design and place insurance programs, manage claims and loss control, and deliver risk management consulting. Its services also include wholesale brokerage, program administration and other specialty distribution solutions that connect carriers and intermediaries to niche markets.

    Brown & Brown operates through a decentralized model of operating units and subsidiaries, enabling local client service with the scale to access national and specialty markets.

    See Also

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

    Institutional Ownership by Quarter for Brown & Brown (NYSE:BRO)



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  • Core Alternative Capital Lowers Stake in Eli Lilly and Company $LLY

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    Core Alternative Capital trimmed its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 10.0% in the third quarter, HoldingsChannel.com reports. The fund owned 11,920 shares of the company’s stock after selling 1,318 shares during the quarter. Eli Lilly and Company comprises about 2.6% of Core Alternative Capital’s investment portfolio, making the stock its 5th biggest position. Core Alternative Capital’s holdings in Eli Lilly and Company were worth $9,095,000 at the end of the most recent quarter.

    A number of other hedge funds also recently modified their holdings of LLY. Vanguard Group Inc. increased its holdings in Eli Lilly and Company by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after buying an additional 1,183,038 shares during the period. Laurel Wealth Advisors LLC boosted its position in shares of Eli Lilly and Company by 78,621.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after acquiring an additional 11,537,661 shares in the last quarter. Norges Bank bought a new position in Eli Lilly and Company in the second quarter valued at approximately $8,827,714,000. Jennison Associates LLC raised its position in Eli Lilly and Company by 4.3% during the second quarter. Jennison Associates LLC now owns 5,447,636 shares of the company’s stock valued at $4,246,596,000 after purchasing an additional 226,620 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its stake in Eli Lilly and Company by 2.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock worth $4,178,010,000 after purchasing an additional 103,119 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

    Analyst Ratings Changes

    Several equities analysts have recently issued reports on the company. Wall Street Zen upgraded Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research note on Saturday, November 1st. Truist Financial lifted their target price on Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the company a “buy” rating in a research report on Wednesday, November 19th. UBS Group assumed coverage on shares of Eli Lilly and Company in a report on Tuesday, January 6th. They issued a “buy” rating and a $1,250.00 target price for the company. HSBC reaffirmed a “hold” rating and set a $1,070.00 price target on shares of Eli Lilly and Company in a report on Wednesday, December 10th. Finally, National Bankshares set a $1,286.00 price objective on shares of Eli Lilly and Company in a research note on Monday, December 1st. Four equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Buy” and a consensus target price of $1,173.91.

    Read Our Latest Stock Report on LLY

    Eli Lilly and Company Stock Performance

    Shares of Eli Lilly and Company stock opened at $1,038.23 on Wednesday. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The stock has a market cap of $981.52 billion, a price-to-earnings ratio of 50.79, a P/E/G ratio of 0.80 and a beta of 0.35. The company’s fifty day moving average is $1,058.15 and its 200 day moving average is $885.09.

    Eli Lilly and Company (NYSE:LLY – Get Free Report) last announced its earnings results on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.42 by $0.60. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The business had revenue of $17.60 billion during the quarter, compared to analyst estimates of $16.09 billion. During the same period last year, the company earned $1.18 EPS. Eli Lilly and Company’s revenue for the quarter was up 53.9% compared to the same quarter last year. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. Sell-side analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

    Eli Lilly and Company Increases Dividend

    The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a $1.73 dividend. The ex-dividend date is Friday, February 13th. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a yield of 0.7%. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 29.35%.

    Key Headlines Impacting Eli Lilly and Company

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

    Eli Lilly and Company Profile

    (Free Report)

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

    Read More

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

    Institutional Ownership by Quarter for Eli Lilly and Company (NYSE:LLY)



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  • Compass Wealth Management LLC Makes New Investment in Vanguard S&P 500 ETF $VOO

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    Compass Wealth Management LLC bought a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the 3rd quarter, HoldingsChannel reports. The institutional investor bought 45,367 shares of the company’s stock, valued at approximately $27,782,000. Vanguard S&P 500 ETF comprises approximately 3.2% of Compass Wealth Management LLC’s holdings, making the stock its 4th largest position.

    A number of other institutional investors and hedge funds also recently modified their holdings of VOO. California Public Employees Retirement System grew its stake in Vanguard S&P 500 ETF by 17.9% in the 2nd quarter. California Public Employees Retirement System now owns 25,883,852 shares of the company’s stock valued at $14,702,804,000 after purchasing an additional 3,931,698 shares during the period. Vanguard Group Inc. grew its position in Vanguard S&P 500 ETF by 6.7% during the second quarter. Vanguard Group Inc. now owns 36,763,979 shares of the company’s stock valued at $20,883,043,000 after buying an additional 2,313,230 shares during the period. Laurel Wealth Advisors LLC grew its position in Vanguard S&P 500 ETF by 59,094.6% during the second quarter. Laurel Wealth Advisors LLC now owns 2,313,917 shares of the company’s stock valued at $1,314,374,000 after buying an additional 2,310,008 shares during the period. Soundwatch Capital LLC increased its holdings in Vanguard S&P 500 ETF by 16,553.7% during the second quarter. Soundwatch Capital LLC now owns 2,196,459 shares of the company’s stock worth $1,247,655,000 after buying an additional 2,183,270 shares during the last quarter. Finally, Corient Private Wealth LLC raised its position in Vanguard S&P 500 ETF by 90.8% in the second quarter. Corient Private Wealth LLC now owns 4,557,746 shares of the company’s stock worth $2,588,936,000 after acquiring an additional 2,169,548 shares during the period.

    Vanguard S&P 500 ETF Stock Up 0.5%

    VOO opened at $637.09 on Tuesday. Vanguard S&P 500 ETF has a twelve month low of $442.80 and a twelve month high of $640.16. The company’s 50-day moving average price is $628.22 and its two-hundred day moving average price is $610.97. The stock has a market cap of $852.57 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00.

    Key Headlines Impacting Vanguard S&P 500 ETF

    Here are the key news stories impacting Vanguard S&P 500 ETF this week:

    Vanguard S&P 500 ETF Profile

    (Free Report)

    Vanguard 500 Index Fund (the Fund) is an open-end investment company, or mutual fund. The Fund offers four classes of shares: Investor Shares, Admiral Shares, Signal Shares, and Exchange Traded Fund (ETF) Shares. The Fund seeks to track the investment performance of the Standard & Poor’s 500 Index, an unmanaged benchmark representing the United States large-capitalization stocks. The Fund employs a passive management-or indexing-investment approach designed to track the performance of the Standard & Poor’s 500 Index.

    Read More

    Want to see what other hedge funds are holding VOO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report).

    Institutional Ownership by Quarter for Vanguard S&P 500 ETF (NYSEARCA:VOO)



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  • Teacher Retirement System of Texas Sells 30,171 Shares of Freeport-McMoRan Inc. $FCX

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    Teacher Retirement System of Texas lowered its holdings in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 12.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 221,669 shares of the natural resource company’s stock after selling 30,171 shares during the quarter. Teacher Retirement System of Texas’ holdings in Freeport-McMoRan were worth $8,694,000 as of its most recent filing with the SEC.

    Other hedge funds and other institutional investors also recently made changes to their positions in the company. Steigerwald Gordon & Koch Inc. acquired a new position in Freeport-McMoRan during the 3rd quarter worth about $25,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of Freeport-McMoRan in the second quarter worth about $28,000. Salomon & Ludwin LLC lifted its position in shares of Freeport-McMoRan by 1,962.9% during the third quarter. Salomon & Ludwin LLC now owns 722 shares of the natural resource company’s stock worth $29,000 after purchasing an additional 687 shares in the last quarter. Beacon Capital Management LLC lifted its position in shares of Freeport-McMoRan by 59.6% during the second quarter. Beacon Capital Management LLC now owns 876 shares of the natural resource company’s stock worth $38,000 after purchasing an additional 327 shares in the last quarter. Finally, Proffitt & Goodson Inc. grew its stake in shares of Freeport-McMoRan by 39.8% during the third quarter. Proffitt & Goodson Inc. now owns 977 shares of the natural resource company’s stock valued at $38,000 after purchasing an additional 278 shares during the last quarter. 80.77% of the stock is currently owned by institutional investors and hedge funds.

    Insider Activity at Freeport-McMoRan

    In other news, CAO Ellie L. Mikes sold 9,572 shares of Freeport-McMoRan stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $47.66, for a total transaction of $456,201.52. Following the transaction, the chief accounting officer directly owned 38,761 shares of the company’s stock, valued at $1,847,349.26. This trade represents a 19.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Stephen T. Higgins sold 28,423 shares of the business’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $47.99, for a total transaction of $1,364,019.77. Following the completion of the transaction, the chief accounting officer directly owned 105,294 shares of the company’s stock, valued at $5,053,059.06. This trade represents a 21.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.79% of the stock is currently owned by corporate insiders.

    Freeport-McMoRan Stock Up 2.7%

    Shares of Freeport-McMoRan stock opened at $60.46 on Monday. The company has a quick ratio of 1.05, a current ratio of 2.29 and a debt-to-equity ratio of 0.29. Freeport-McMoRan Inc. has a 12 month low of $27.66 and a 12 month high of $62.13. The business has a fifty day simple moving average of $49.78 and a 200 day simple moving average of $45.00. The stock has a market cap of $86.81 billion, a PE ratio of 40.04, a price-to-earnings-growth ratio of 0.71 and a beta of 1.45.

    Freeport-McMoRan (NYSE:FCX – Get Free Report) last released its earnings results on Thursday, January 22nd. The natural resource company reported $0.47 earnings per share for the quarter, beating the consensus estimate of $0.28 by $0.19. The firm had revenue of $5.63 billion for the quarter, compared to analyst estimates of $5.42 billion. Freeport-McMoRan had a return on equity of 8.50% and a net margin of 8.50%.The company’s quarterly revenue was down 1.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.31 earnings per share. Research analysts predict that Freeport-McMoRan Inc. will post 1.68 EPS for the current year.

    Freeport-McMoRan Cuts Dividend

    The company also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Thursday, January 15th will be issued a dividend of $0.075 per share. The ex-dividend date is Thursday, January 15th. This represents a $0.30 dividend on an annualized basis and a yield of 0.5%. Freeport-McMoRan’s payout ratio is currently 19.87%.

    Analysts Set New Price Targets

    Several research firms recently weighed in on FCX. Jefferies Financial Group restated a “buy” rating and issued a $68.00 price objective on shares of Freeport-McMoRan in a research report on Monday, January 5th. Wells Fargo & Company lifted their target price on Freeport-McMoRan from $55.00 to $64.00 and gave the company an “overweight” rating in a research note on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Freeport-McMoRan in a research note on Wednesday, November 26th. BNP Paribas Exane decreased their price target on Freeport-McMoRan from $58.00 to $56.00 and set an “outperform” rating on the stock in a report on Friday, December 5th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $53.00 price objective on shares of Freeport-McMoRan in a research report on Monday, December 15th. Three analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, Freeport-McMoRan has an average rating of “Moderate Buy” and an average target price of $56.20.

    View Our Latest Stock Report on FCX

    Freeport-McMoRan News Roundup

    Here are the key news stories impacting Freeport-McMoRan this week:

    • Positive Sentiment: Q4 results beat consensus: FCX reported Q4 EPS above estimates and revenue topped expectations, driven by higher realized copper and gold prices which offset lower volumes. The company reiterated financial materials and hosted a conference call. MarketBeat Earnings Summary
    • Positive Sentiment: Analyst upgrades and price targets lifted sentiment: recent upgrades and bullish targets helped push FCX to a new 12‑month high, supporting momentum in the stock. Analyst Upgrade/12‑Month High
    • Positive Sentiment: Commodity tailwinds: rising copper and gold prices materially boosted profits in Q4 and underpin revenue upside potential for 2026, a key reason investors are favoring FCX as a leveraged way to play the metals rally. Reuters: Profit Beat, Commodity Impact
    • Neutral Sentiment: Grasberg mine restart timeline: management said the Grasberg mine (Indonesia) is on track for a Q2 restart after the deadly mudslide — a positive operational milestone but still contains execution and permitting risks. MSN: Grasberg Restart
    • Neutral Sentiment: Zacks/style coverage and valuation notes: Zacks flagged FCX as a top‑ranked value stock for certain investor styles, increasing visibility among value-focused funds. That can attract inflows but doesn’t change fundamentals. Zacks: Value Stock Callout
    • Negative Sentiment: Volumes and guidance caveats: management trimmed 2026 copper sales volume guidance after Q4, and production was hurt in the quarter by the Grasberg suspension — factors that limit upside unless volumes recover. Investor’s Business Daily: Sales Outlook Trimmed
    • Negative Sentiment: Operational and cash-flow pressures: while net income rose, gross and operating profit declined and operating cash flow fell year‑over‑year in Q4, highlighting cost and volume headwinds that could constrain margins if metal prices weaken. Yahoo Finance: Q4 Highlights
    • Neutral Sentiment: Investor interest/longer-term performance: pieces on long‑term returns and valuation (e.g., Benzinga/MarketBeat articles) increase retail attention but are less likely to move the stock than fresh earnings/operational news. Benzinga: 5‑Year Returns

    Freeport-McMoRan Profile

    (Free Report)

    Freeport-McMoRan Inc is a U.S.-based natural resources company primarily engaged in the exploration, mining and processing of copper, gold and molybdenum. Its operations encompass large-scale open-pit and underground mining as well as associated concentrator and milling facilities. The company produces copper in the form of concentrates and cathodes, and also recovers gold and molybdenum as co-products; its business model includes exploration, development, mining, beneficiation and the sale of bulk commodities to smelters and industrial customers.

    Freeport-McMoRan conducts operations and development activities across multiple geographies, with substantial assets in the Americas and Indonesia.

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    Institutional Ownership by Quarter for Freeport-McMoRan (NYSE:FCX)



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  • Invested Advisors Invests $1.38 Million in NVIDIA Corporation $NVDA

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    Invested Advisors purchased a new stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 7,417 shares of the computer hardware maker’s stock, valued at approximately $1,384,000. NVIDIA makes up about 1.9% of Invested Advisors’ portfolio, making the stock its 12th biggest position.

    Several other institutional investors and hedge funds have also recently added to or reduced their stakes in NVDA. Brighton Jones LLC increased its stake in NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after buying an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG grew its holdings in shares of NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after acquiring an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE increased its stake in shares of NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after acquiring an additional 3,653 shares during the last quarter. Hudson Value Partners LLC boosted its position in NVIDIA by 30.7% during the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after purchasing an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. grew its stake in NVIDIA by 15.7% in the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after purchasing an additional 896 shares in the last quarter. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

    Insider Activity at NVIDIA

    In related news, Director Mark A. Stevens sold 350,000 shares of the company’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $181.73, for a total transaction of $63,605,500.00. Following the completion of the transaction, the director directly owned 7,049,803 shares in the company, valued at $1,281,160,699.19. This represents a 4.73% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Debora Shoquist sold 80,000 shares of the stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $178.90, for a total transaction of $14,312,000.00. Following the completion of the sale, the executive vice president directly owned 1,494,443 shares of the company’s stock, valued at approximately $267,355,852.70. This trade represents a 5.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,661,474 shares of company stock valued at $303,251,232. 4.17% of the stock is owned by corporate insiders.

    NVIDIA Stock Up 1.6%

    NVIDIA stock opened at $187.81 on Friday. The firm has a market cap of $4.56 trillion, a price-to-earnings ratio of 46.60, a P/E/G ratio of 0.92 and a beta of 2.31. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The firm has a fifty day moving average price of $183.38 and a two-hundred day moving average price of $181.68.

    NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.23 by $0.07. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The company had revenue of $57.01 billion for the quarter, compared to the consensus estimate of $54.66 billion. During the same period last year, the business posted $0.81 earnings per share. The firm’s revenue was up 62.5% compared to the same quarter last year. As a group, analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current year.

    NVIDIA Announces Dividend

    The firm also recently declared a quarterly dividend, which was paid on Friday, December 26th. Shareholders of record on Thursday, December 4th were given a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date of this dividend was Thursday, December 4th. NVIDIA’s payout ratio is currently 0.99%.

    Wall Street Analysts Forecast Growth

    NVDA has been the subject of several research reports. Cantor Fitzgerald reiterated an “overweight” rating and set a $300.00 price target on shares of NVIDIA in a report on Thursday, November 20th. Stifel Nicolaus set a $250.00 price objective on shares of NVIDIA in a research report on Thursday, January 8th. Susquehanna boosted their target price on shares of NVIDIA from $230.00 to $250.00 and gave the stock a “positive” rating in a research report on Thursday, November 20th. Oppenheimer restated an “outperform” rating and set a $265.00 price target on shares of NVIDIA in a research note on Thursday, November 20th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $240.00 price objective (up previously from $210.00) on shares of NVIDIA in a research note on Friday, October 31st. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $263.41.

    Get Our Latest Report on NVIDIA

    Key NVIDIA News

    Here are the key news stories impacting NVIDIA this week:

    NVIDIA Company Profile

    (Free Report)

    NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

    The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.

    Read More

    Institutional Ownership by Quarter for NVIDIA (NASDAQ:NVDA)



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  • GWN Securities Inc. Cuts Position in JPMorgan Chase & Co. $JPM

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    GWN Securities Inc. decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 43.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,061 shares of the financial services provider’s stock after selling 4,697 shares during the period. GWN Securities Inc.’s holdings in JPMorgan Chase & Co. were worth $1,928,000 as of its most recent SEC filing.

    A number of other hedge funds have also recently made changes to their positions in the stock. Brighton Jones LLC boosted its stake in JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock worth $11,682,000 after purchasing an additional 4,841 shares in the last quarter. Acorns Advisers LLC raised its holdings in JPMorgan Chase & Co. by 6.9% in the first quarter. Acorns Advisers LLC now owns 1,547 shares of the financial services provider’s stock worth $379,000 after buying an additional 100 shares during the last quarter. CX Institutional raised its holdings in JPMorgan Chase & Co. by 5.0% in the second quarter. CX Institutional now owns 25,830 shares of the financial services provider’s stock worth $7,488,000 after buying an additional 1,220 shares during the last quarter. Proathlete Wealth Management LLC lifted its stake in shares of JPMorgan Chase & Co. by 0.9% in the second quarter. Proathlete Wealth Management LLC now owns 5,341 shares of the financial services provider’s stock worth $1,554,000 after buying an additional 48 shares in the last quarter. Finally, GAMMA Investing LLC grew its holdings in shares of JPMorgan Chase & Co. by 11.9% during the second quarter. GAMMA Investing LLC now owns 107,490 shares of the financial services provider’s stock valued at $31,163,000 after buying an additional 11,461 shares during the last quarter. 71.55% of the stock is owned by institutional investors.

    Key JPMorgan Chase & Co. News

    Here are the key news stories impacting JPMorgan Chase & Co. this week:

    • Positive Sentiment: Big‑bank fundamentals remain supportive — the industry recap shows strong Q4 profit results for major banks, helping underpin JPM’s earnings outlook and investor confidence. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
    • Positive Sentiment: Analysts and institutional flows appear resilient — several notes and coverage updates show buy ratings and commentary that JPM can withstand headline noise, which helps limit downside from political/legal stories. JPMorgan Chase Stock (JPM) Defies Trump’s $5B Lawsuit
    • Neutral Sentiment: Debt issuance completed — JPM completed $6 billion of public offers, a financing action that is likely routine but worth noting for short‑term balance‑sheet and funding metrics. JPMorgan Chase Issues $6 Billion in New Debt
    • Neutral Sentiment: JPMorgan publicly disputes the lawsuit’s merits — the bank issued a statement saying it does not close accounts for political reasons and will defend itself, which should limit immediate reputational escalation. JPMorganChase Statement Regarding President Trump’s Lawsuit
    • Neutral Sentiment: Portfolio rebalancing item — JPMorgan no longer reports as a substantial holder in Telix Pharmaceuticals; small housekeeping item without clear impact on JPM’s core operations. JPMorgan Ceases to Be Substantial Holder in Telix Pharmaceuticals
    • Negative Sentiment: Major lawsuit filed by former President Trump seeking $5B for alleged “political” debanking — this creates headline and legal risk, potential discovery/regulatory exposure, and political noise; however, analysts note the claim is small relative to JPM’s scale (the amount is a small fraction of annual revenue). Monitor legal filings and any wider regulatory follow‑up. Trump Sues JPMorgan for Closing His Bank Accounts for Political Reasons
    • Negative Sentiment: CEO compensation jump to $43M (roughly a 10% increase) may attract governance and political criticism — a near‑term PR negative that could amplify scrutiny given the simultaneous lawsuit naming CEO Jamie Dimon. JPMorgan CEO Jamie Dimon’s pay rises to $43 million in 2025

    JPMorgan Chase & Co. Stock Performance

    Shares of JPM opened at $303.22 on Friday. The firm has a market capitalization of $825.44 billion, a P/E ratio of 15.15, a PEG ratio of 1.48 and a beta of 1.07. The company has a debt-to-equity ratio of 1.27, a current ratio of 0.85 and a quick ratio of 0.86. JPMorgan Chase & Co. has a one year low of $202.16 and a one year high of $337.25. The business has a fifty day moving average of $314.57 and a 200 day moving average of $305.51.

    JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $46.77 billion for the quarter, compared to the consensus estimate of $45.98 billion. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.JPMorgan Chase & Co.’s revenue was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.81 earnings per share. As a group, sell-side analysts anticipate that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

    JPMorgan Chase & Co. Dividend Announcement

    The firm also recently disclosed a quarterly dividend, which will be paid on Saturday, January 31st. Investors of record on Tuesday, January 6th will be issued a $1.50 dividend. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.0%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 29.99%.

    Insider Buying and Selling at JPMorgan Chase & Co.

    In other JPMorgan Chase & Co. news, COO Jennifer Piepszak sold 8,571 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $312.79, for a total transaction of $2,680,923.09. Following the completion of the sale, the chief operating officer directly owned 71,027 shares of the company’s stock, valued at approximately $22,216,535.33. This represents a 10.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Robin Leopold sold 966 shares of the stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $311.92, for a total transaction of $301,314.72. Following the completion of the transaction, the insider owned 58,479 shares in the company, valued at $18,240,769.68. The trade was a 1.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 15,834 shares of company stock valued at $4,951,910. 0.47% of the stock is owned by corporate insiders.

    Analyst Ratings Changes

    JPM has been the subject of a number of recent analyst reports. Wolfe Research lowered shares of JPMorgan Chase & Co. from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 7th. Keefe, Bruyette & Woods boosted their price target on JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. DZ Bank reaffirmed a “neutral” rating on shares of JPMorgan Chase & Co. in a report on Wednesday, January 14th. Morgan Stanley set a $331.00 price objective on JPMorgan Chase & Co. in a report on Tuesday, December 9th. Finally, Daiwa Capital Markets boosted their target price on JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, JPMorgan Chase & Co. has a consensus rating of “Hold” and a consensus price target of $336.32.

    Read Our Latest Analysis on JPM

    JPMorgan Chase & Co. Profile

    (Free Report)

    JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

    The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.

    See Also

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

    Institutional Ownership by Quarter for JPMorgan Chase & Co. (NYSE:JPM)



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  • UnitedHealth Group Incorporated $UNH Shares Bought by CapWealth Advisors LLC

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    CapWealth Advisors LLC increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 5,415.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 45,615 shares of the healthcare conglomerate’s stock after buying an additional 44,788 shares during the period. CapWealth Advisors LLC’s holdings in UnitedHealth Group were worth $15,751,000 at the end of the most recent reporting period.

    Other large investors also recently modified their holdings of the company. Norges Bank acquired a new position in shares of UnitedHealth Group during the second quarter worth $3,837,207,000. Berkshire Hathaway Inc acquired a new position in shares of UnitedHealth Group during the 2nd quarter worth about $1,572,193,000. Dodge & Cox raised its position in shares of UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after acquiring an additional 4,730,192 shares in the last quarter. Lone Pine Capital LLC acquired a new position in UnitedHealth Group in the second quarter valued at approximately $528,273,000. Finally, Amundi raised its holdings in UnitedHealth Group by 33.8% during the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after purchasing an additional 1,565,245 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

    UnitedHealth Group Stock Up 2.7%

    Shares of NYSE:UNH opened at $347.70 on Thursday. The company has a market cap of $314.96 billion, a price-to-earnings ratio of 18.15, a PEG ratio of 2.04 and a beta of 0.42. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The firm’s 50-day simple moving average is $330.93 and its 200-day simple moving average is $322.74. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71.

    UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating analysts’ consensus estimates of $2.87 by $0.05. The company had revenue of $113.16 billion for the quarter, compared to analyst estimates of $113.19 billion. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $7.15 EPS. As a group, equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

    UnitedHealth Group Dividend Announcement

    The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were issued a $2.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio (DPR) is 46.14%.

    Analyst Ratings Changes

    UNH has been the topic of a number of recent analyst reports. Zacks Research raised shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research report on Monday, October 6th. Royal Bank Of Canada raised their price objective on UnitedHealth Group from $286.00 to $408.00 and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Sanford C. Bernstein upped their target price on UnitedHealth Group from $433.00 to $440.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. Leerink Partners set a $410.00 price objective on UnitedHealth Group and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Finally, The Goldman Sachs Group initiated coverage on shares of UnitedHealth Group in a research report on Tuesday, October 14th. They set a “buy” rating and a $406.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $385.75.

    Read Our Latest Research Report on UNH

    UnitedHealth Group News Summary

    Here are the key news stories impacting UnitedHealth Group this week:

    About UnitedHealth Group

    (Free Report)

    UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

    UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.

    Featured Articles

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

    Institutional Ownership by Quarter for UnitedHealth Group (NYSE:UNH)



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  • Massachusetts Financial Services Co. MA Cuts Position in Exxon Mobil Corporation $XOM

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    Massachusetts Financial Services Co. MA reduced its position in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 1.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,541,574 shares of the oil and gas company’s stock after selling 206,039 shares during the period. Exxon Mobil makes up approximately 0.7% of Massachusetts Financial Services Co. MA’s holdings, making the stock its 27th largest holding. Massachusetts Financial Services Co. MA’s holdings in Exxon Mobil were worth $2,203,312,000 at the end of the most recent quarter.

    A number of other institutional investors and hedge funds have also recently bought and sold shares of XOM. Clayton Financial Group LLC acquired a new stake in shares of Exxon Mobil in the third quarter worth $40,000. TruNorth Capital Management LLC lifted its holdings in shares of Exxon Mobil by 1,595.2% during the 3rd quarter. TruNorth Capital Management LLC now owns 356 shares of the oil and gas company’s stock valued at $40,000 after acquiring an additional 335 shares in the last quarter. Bare Financial Services Inc boosted its position in Exxon Mobil by 121.8% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the oil and gas company’s stock worth $39,000 after purchasing an additional 201 shares during the period. Halbert Hargrove Global Advisors LLC increased its holdings in Exxon Mobil by 95.8% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 370 shares of the oil and gas company’s stock valued at $42,000 after purchasing an additional 181 shares in the last quarter. Finally, Investment Research & Advisory Group Inc. purchased a new position in Exxon Mobil in the second quarter valued at about $42,000. Institutional investors and hedge funds own 61.80% of the company’s stock.

    Analyst Upgrades and Downgrades

    A number of brokerages recently weighed in on XOM. Mizuho boosted their price objective on shares of Exxon Mobil from $129.00 to $132.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Piper Sandler lowered their target price on Exxon Mobil from $144.00 to $142.00 and set an “overweight” rating for the company in a report on Thursday, January 8th. Barclays cut their price target on Exxon Mobil from $127.00 to $126.00 and set an “overweight” rating on the stock in a report on Tuesday, October 7th. Zacks Research lowered Exxon Mobil from a “hold” rating to a “strong sell” rating in a research report on Thursday, January 1st. Finally, Scotiabank reissued an “outperform” rating on shares of Exxon Mobil in a report on Friday. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $130.25.

    Read Our Latest Stock Analysis on Exxon Mobil

    Exxon Mobil Stock Up 0.5%

    Shares of Exxon Mobil stock opened at $129.78 on Tuesday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.14 and a quick ratio of 0.79. Exxon Mobil Corporation has a 1-year low of $97.80 and a 1-year high of $131.72. The business’s fifty day moving average price is $119.60 and its two-hundred day moving average price is $114.72. The company has a market capitalization of $547.30 billion, a P/E ratio of 18.86, a PEG ratio of 8.05 and a beta of 0.37.

    Exxon Mobil (NYSE:XOM – Get Free Report) last issued its quarterly earnings results on Friday, October 31st. The oil and gas company reported $1.88 EPS for the quarter, beating analysts’ consensus estimates of $1.72 by $0.16. Exxon Mobil had a return on equity of 11.22% and a net margin of 8.99%.The company had revenue of $83.33 billion for the quarter, compared to analyst estimates of $83.09 billion. During the same period last year, the company earned $1.92 earnings per share. The company’s quarterly revenue was down 5.2% compared to the same quarter last year. As a group, research analysts forecast that Exxon Mobil Corporation will post 7.43 EPS for the current year.

    Exxon Mobil Increases Dividend

    The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Friday, November 14th were given a dividend of $1.03 per share. This is a positive change from Exxon Mobil’s previous quarterly dividend of $0.99. The ex-dividend date was Friday, November 14th. This represents a $4.12 dividend on an annualized basis and a dividend yield of 3.2%. Exxon Mobil’s payout ratio is presently 59.88%.

    Insider Activity at Exxon Mobil

    In other news, VP Darrin L. Talley sold 3,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $117.19, for a total value of $351,570.00. Following the completion of the sale, the vice president directly owned 28,584 shares of the company’s stock, valued at approximately $3,349,758.96. This represents a 9.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.03% of the company’s stock.

    Trending Headlines about Exxon Mobil

    Here are the key news stories impacting Exxon Mobil this week:

    About Exxon Mobil

    (Free Report)

    Exxon Mobil Corporation (NYSE: XOM) is an integrated oil and gas company engaged in the exploration, production, refining, distribution and marketing of petroleum products and the manufacture and sale of petrochemicals. Its operations span the full energy value chain, including upstream exploration and development of crude oil and natural gas; midstream transportation and storage; and downstream refining, product distribution and retail. The company also produces a broad range of chemical products for industrial and consumer applications.

    ExxonMobil markets fuels and lubricants under well-known brands such as Exxon, Mobil and Esso, and its Mobil 1 motor oil is a prominent consumer product.

    Featured Articles

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

    Institutional Ownership by Quarter for Exxon Mobil (NYSE:XOM)



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  • QRG Capital Management Inc. Sells 242,565 Shares of Exxon Mobil Corporation $XOM

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    QRG Capital Management Inc. lessened its stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 30.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 557,000 shares of the oil and gas company’s stock after selling 242,565 shares during the quarter. Exxon Mobil makes up about 0.8% of QRG Capital Management Inc.’s investment portfolio, making the stock its 18th largest position. QRG Capital Management Inc.’s holdings in Exxon Mobil were worth $62,802,000 as of its most recent filing with the SEC.

    Several other institutional investors also recently bought and sold shares of the stock. Marshall & Sullivan Inc. WA purchased a new position in shares of Exxon Mobil during the second quarter valued at about $38,000. Clayton Financial Group LLC bought a new position in Exxon Mobil during the third quarter valued at approximately $40,000. TruNorth Capital Management LLC boosted its stake in Exxon Mobil by 1,595.2% during the third quarter. TruNorth Capital Management LLC now owns 356 shares of the oil and gas company’s stock valued at $40,000 after buying an additional 335 shares during the last quarter. Bare Financial Services Inc grew its holdings in Exxon Mobil by 121.8% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the oil and gas company’s stock valued at $39,000 after buying an additional 201 shares in the last quarter. Finally, Halbert Hargrove Global Advisors LLC increased its stake in Exxon Mobil by 95.8% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 370 shares of the oil and gas company’s stock worth $42,000 after acquiring an additional 181 shares during the last quarter. 61.80% of the stock is owned by hedge funds and other institutional investors.

    Wall Street Analyst Weigh In

    A number of research analysts have recently commented on the company. Piper Sandler lowered their target price on Exxon Mobil from $144.00 to $142.00 and set an “overweight” rating for the company in a research report on Thursday, January 8th. Barclays decreased their price target on shares of Exxon Mobil from $127.00 to $126.00 and set an “overweight” rating on the stock in a research note on Tuesday, October 7th. Weiss Ratings reissued a “hold (c)” rating on shares of Exxon Mobil in a research note on Monday, December 29th. Citigroup upped their target price on shares of Exxon Mobil from $115.00 to $118.00 and gave the company a “neutral” rating in a research report on Wednesday, December 10th. Finally, Jefferies Financial Group lifted their price target on Exxon Mobil from $146.00 to $148.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $130.25.

    Check Out Our Latest Analysis on XOM

    Insider Buying and Selling

    In other Exxon Mobil news, VP Darrin L. Talley sold 3,000 shares of the stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $117.19, for a total value of $351,570.00. Following the sale, the vice president owned 28,584 shares in the company, valued at $3,349,758.96. This trade represents a 9.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.03% of the stock is owned by company insiders.

    More Exxon Mobil News

    Here are the key news stories impacting Exxon Mobil this week:

    • Positive Sentiment: International oil companies (including Exxon) are lobbying for Venezuelan hydrocarbon law changes that would let producers freely export oil they produce—this could materially unlock stranded Venezuelan barrels and improve long‑term upstream cash flows for companies with exposure. Read More.
    • Positive Sentiment: Exxon awarded a contract to acquire 3D deepwater seismic offshore Trinidad & Tobago, signaling continued investment in high‑value exploration acreage and potential future resource delineation that supports production growth. Read More.
    • Positive Sentiment: Technical analysis commentary notes Exxon reached a new all‑time high and shows impulsive rally characteristics—this can attract momentum traders and reinforce upside near term. Read More.
    • Neutral Sentiment: Analysts note WTI near $60 could pressure upstream earnings, but Exxon’s low leverage and premium asset base should help it weather softer prices—mixed implications for earnings vs. balance‑sheet stability. Read More.
    • Neutral Sentiment: Coverage pieces and investor commentary flag that Exxon is actively assessing Venezuelan assets and upcoming earnings; monitoring not immediate action—keeps optional upside but also uncertainty. Read More.
    • Neutral Sentiment: Broader market pieces listing stocks for midterm‑year positioning may include cyclical energy exposure; this is a portfolio‑level consideration rather than a company‑specific catalyst. Read More.
    • Negative Sentiment: Exxon flagged lower Q4 earnings expectations tied to declining crude prices—this is the most direct near‑term earnings risk and can pressure sentiment until actual results and guidance are reported. Read More.
    • Negative Sentiment: Public friction between political figures and Exxon’s CEO over Venezuela policy adds political/regulatory risk and could create short‑term volatility tied to headlines. Read More.
    • Negative Sentiment: Exxon and Shell halted the planned sale of key U.K. North Sea gas assets after regulatory and commercial hurdles—this removes near‑term divestment proceeds and keeps the assets on the balance sheet, which may weigh on capital allocation expectations. Read More.

    Exxon Mobil Price Performance

    XOM stock opened at $129.78 on Monday. The stock has a market cap of $547.30 billion, a PE ratio of 18.86, a P/E/G ratio of 8.05 and a beta of 0.37. Exxon Mobil Corporation has a 12 month low of $97.80 and a 12 month high of $131.72. The company has a 50-day moving average price of $119.37 and a 200 day moving average price of $114.60. The company has a current ratio of 1.14, a quick ratio of 0.79 and a debt-to-equity ratio of 0.12.

    Exxon Mobil (NYSE:XOM – Get Free Report) last posted its quarterly earnings data on Friday, October 31st. The oil and gas company reported $1.88 earnings per share for the quarter, topping analysts’ consensus estimates of $1.72 by $0.16. Exxon Mobil had a net margin of 8.99% and a return on equity of 11.22%. The company had revenue of $83.33 billion for the quarter, compared to analyst estimates of $83.09 billion. During the same period in the prior year, the company posted $1.92 EPS. The firm’s revenue for the quarter was down 5.2% on a year-over-year basis. Equities research analysts anticipate that Exxon Mobil Corporation will post 7.43 earnings per share for the current year.

    Exxon Mobil Increases Dividend

    The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Friday, November 14th were issued a dividend of $1.03 per share. This represents a $4.12 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date was Friday, November 14th. This is an increase from Exxon Mobil’s previous quarterly dividend of $0.99. Exxon Mobil’s dividend payout ratio (DPR) is presently 59.88%.

    Exxon Mobil Company Profile

    (Free Report)

    Exxon Mobil Corporation (NYSE: XOM) is an integrated oil and gas company engaged in the exploration, production, refining, distribution and marketing of petroleum products and the manufacture and sale of petrochemicals. Its operations span the full energy value chain, including upstream exploration and development of crude oil and natural gas; midstream transportation and storage; and downstream refining, product distribution and retail. The company also produces a broad range of chemical products for industrial and consumer applications.

    ExxonMobil markets fuels and lubricants under well-known brands such as Exxon, Mobil and Esso, and its Mobil 1 motor oil is a prominent consumer product.

    Featured Articles

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

    Institutional Ownership by Quarter for Exxon Mobil (NYSE:XOM)



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  • UnitedHealth Group Incorporated $UNH Stock Holdings Lowered by First National Advisers LLC

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    First National Advisers LLC trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 44.7% in the third quarter, HoldingsChannel reports. The firm owned 2,142 shares of the healthcare conglomerate’s stock after selling 1,730 shares during the period. First National Advisers LLC’s holdings in UnitedHealth Group were worth $740,000 as of its most recent filing with the Securities & Exchange Commission.

    Other institutional investors and hedge funds have also added to or reduced their stakes in the company. North Capital Inc. boosted its position in UnitedHealth Group by 16.2% during the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after acquiring an additional 27 shares during the period. Sunflower Bank N.A. lifted its holdings in UnitedHealth Group by 1.5% in the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after purchasing an additional 28 shares during the period. Axis Wealth Partners LLC increased its stake in UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after buying an additional 28 shares during the period. Abound Wealth Management lifted its stake in shares of UnitedHealth Group by 13.5% in the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after acquiring an additional 29 shares during the period. Finally, Seamount Financial Group Inc. increased its stake in shares of UnitedHealth Group by 4.7% during the second quarter. Seamount Financial Group Inc. now owns 818 shares of the healthcare conglomerate’s stock valued at $255,000 after acquiring an additional 37 shares during the period. 87.86% of the stock is owned by institutional investors.

    Analyst Ratings Changes

    Several equities analysts have recently issued reports on the company. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, October 24th. The Goldman Sachs Group began coverage on UnitedHealth Group in a report on Tuesday, October 14th. They set a “buy” rating and a $406.00 target price on the stock. Wells Fargo & Company lifted their price objective on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 7th. Bank of America increased their target price on shares of UnitedHealth Group from $350.00 to $390.00 and gave the company a “neutral” rating in a research note on Wednesday, October 8th. Finally, Leerink Partners set a $410.00 price target on UnitedHealth Group and gave the company an “outperform” rating in a report on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $385.75.

    Get Our Latest Report on UNH

    Key Headlines Impacting UnitedHealth Group

    Here are the key news stories impacting UnitedHealth Group this week:

    UnitedHealth Group Stock Performance

    Shares of UNH stock opened at $331.25 on Friday. The stock’s fifty day simple moving average is $330.33 and its 200-day simple moving average is $322.09. The company has a market capitalization of $300.06 billion, a price-to-earnings ratio of 17.29, a P/E/G ratio of 2.00 and a beta of 0.42. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36.

    UnitedHealth Group (NYSE:UNH – Get Free Report) last released its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share for the quarter, beating the consensus estimate of $2.87 by $0.05. The company had revenue of $113.16 billion for the quarter, compared to analysts’ expectations of $113.19 billion. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The business’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $7.15 EPS. On average, sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

    UnitedHealth Group Dividend Announcement

    The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, December 8th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.7%. UnitedHealth Group’s dividend payout ratio is 46.14%.

    UnitedHealth Group Company Profile

    (Free Report)

    UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

    UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.

    Further Reading

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

    Institutional Ownership by Quarter for UnitedHealth Group (NYSE:UNH)



    Receive News & Ratings for UnitedHealth Group Daily – Enter your email address below to receive a concise daily summary of the latest news and analysts’ ratings for UnitedHealth Group and related companies with MarketBeat.com’s FREE daily email newsletter.

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  • EULAV Asset Management Sells 5,000 Shares of Micron Technology, Inc. $MU

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    EULAV Asset Management trimmed its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 9.1% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 50,000 shares of the semiconductor manufacturer’s stock after selling 5,000 shares during the period. EULAV Asset Management’s holdings in Micron Technology were worth $8,366,000 as of its most recent SEC filing.

    Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MU. American Capital Advisory LLC boosted its stake in shares of Micron Technology by 20.4% in the 3rd quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock worth $46,000 after buying an additional 46 shares during the last quarter. Teamwork Financial Advisors LLC lifted its holdings in Micron Technology by 0.4% during the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock worth $2,505,000 after acquiring an additional 53 shares during the period. Blue Trust Inc. boosted its position in Micron Technology by 0.5% in the third quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock worth $1,779,000 after purchasing an additional 53 shares during the last quarter. Lodestone Wealth Management LLC grew its stake in Micron Technology by 3.2% in the 3rd quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock valued at $283,000 after purchasing an additional 53 shares during the period. Finally, Allen Capital Group LLC grew its stake in Micron Technology by 1.2% in the 3rd quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock valued at $762,000 after purchasing an additional 54 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

    Micron Technology News Summary

    Here are the key news stories impacting Micron Technology this week:

    • Positive Sentiment: RBC Capital initiated coverage with an “Outperform” rating and a $425 price target, signaling fresh institutional support that can drive demand from fund managers. RBC Capital initiates coverage
    • Positive Sentiment: Multiple firms raised price targets this morning (Cantor Fitzgerald to $450, Wells Fargo to $410, Citi to $385), reinforcing a bullish consensus and suggesting upside to current estimates. (See Benzinga/TickerReport coverage for the individual notes.) Analyst price target raises
    • Positive Sentiment: MarketBeat highlights Micron’s aggressive HBM (high-bandwidth memory) ramp and booked-out capacity into 2026–2027 — a fundamental driver of revenue and margin upside as AI data-center demand remains tight. Micron: Accelerating HBM Ramp Extends Growth Into 2027
    • Positive Sentiment: Insider buying: Director Teyin M. Liu purchased 11,600 shares (~$3.9M) at ~ $337 — a strong signal of management confidence that tends to be viewed favorably by investors. SEC filing: insider purchase
    • Neutral Sentiment: Sector commentary (Zacks, others) keeps Micron among top semiconductor/AI picks, supporting demand but also placing MU in a widely owned thematic trade — which can amplify volatility. 4 Stocks to Watch
    • Negative Sentiment: Competition and rotation stories surface: some pieces argue NVIDIA (and other AI chip plays) could outpace Micron as the next big AI beneficiary, which can reallocate flows away from memory names. After Micron’s surge, this AI chip stock could be next
    • Negative Sentiment: Risk discussion: analytical pieces (Forbes) remind investors that MU has historically experienced sharp drawdowns (30%+ moves) and outline scenarios that could trigger large pullbacks, underscoring elevated volatility despite strong fundamentals. What Can Cause A 30% Drop In Micron Stock?
    • Negative Sentiment: Some investors/authors are taking profits after the rapid rerating, which can add selling pressure and short-term volatility even amid bullish analyst revisions. Why I’m taking profits

    Micron Technology Stock Performance

    NASDAQ MU opened at $336.63 on Friday. The firm has a market cap of $378.88 billion, a P/E ratio of 32.00, a price-to-earnings-growth ratio of 0.21 and a beta of 1.50. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The company’s 50 day moving average is $265.40 and its 200-day moving average is $190.13. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $351.23.

    Micron Technology (NASDAQ:MU – Get Free Report) last released its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The business had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. During the same period in the previous year, the business earned $1.79 EPS. Micron Technology’s revenue was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Sell-side analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

    Micron Technology Dividend Announcement

    The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were issued a dividend of $0.115 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio is 4.37%.

    Insider Buying and Selling at Micron Technology

    In other news, CEO Sanjay Mehrotra sold 3,743 shares of the stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $233.39, for a total value of $873,578.77. Following the sale, the chief executive officer directly owned 396,578 shares of the company’s stock, valued at approximately $92,557,339.42. This represents a 0.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP April S. Arnzen sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the completion of the transaction, the executive vice president owned 165,618 shares of the company’s stock, valued at $45,891,091.62. This trade represents a 8.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 318,800 shares of company stock worth $72,333,387 in the last three months. 0.24% of the stock is currently owned by corporate insiders.

    Wall Street Analysts Forecast Growth

    A number of research firms have recently commented on MU. KGI Securities upgraded Micron Technology from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 24th. Piper Sandler raised their price objective on shares of Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Raymond James Financial boosted their target price on shares of Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. UBS Group increased their target price on shares of Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research report on Wednesday, January 7th. Finally, Morgan Stanley lifted their price target on shares of Micron Technology from $338.00 to $350.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. Five analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $320.62.

    Read Our Latest Research Report on MU

    Micron Technology Company Profile

    (Free Report)

    Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.

    Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.

    Recommended Stories

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

    Institutional Ownership by Quarter for Micron Technology (NASDAQ:MU)



    Receive News & Ratings for Micron Technology Daily – Enter your email address below to receive a concise daily summary of the latest news and analysts’ ratings for Micron Technology and related companies with MarketBeat.com’s FREE daily email newsletter.

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