ReportWire

Tag: Institutional Investor Holdings

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

    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.

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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

    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.

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    Institutional Ownership by Quarter for ATI (NYSE:ATI)



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

    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

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



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

    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

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    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

    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

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    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

    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

    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.

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    Institutional Ownership by Quarter for NVIDIA (NASDAQ:NVDA)



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

    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

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



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

    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.

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    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

    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.

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    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

    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.

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    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

    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

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



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

    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.

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



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  • Louisiana State Employees Retirement System Decreases Holdings in JPMorgan Chase & Co. $JPM

    Louisiana State Employees Retirement System cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 144,300 shares of the financial services provider’s stock after selling 2,300 shares during the quarter. JPMorgan Chase & Co. comprises about 0.8% of Louisiana State Employees Retirement System’s investment portfolio, making the stock its 15th biggest position. Louisiana State Employees Retirement System’s holdings in JPMorgan Chase & Co. were worth $45,517,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

    Other hedge funds and other institutional investors also recently modified their holdings of the company. Peterson Wealth Advisors LLC lifted its position in JPMorgan Chase & Co. by 1.6% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after acquiring an additional 33 shares in the last quarter. TradeWell Securities LLC. lifted its position in shares of JPMorgan Chase & Co. by 0.3% during the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock worth $3,832,000 after purchasing an additional 34 shares in the last quarter. Sharkey Howes & Javer boosted its stake in shares of JPMorgan Chase & Co. by 1.9% in the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock valued at $563,000 after purchasing an additional 34 shares during the period. JFS Wealth Advisors LLC grew its holdings in JPMorgan Chase & Co. by 0.4% during the 2nd quarter. JFS Wealth Advisors LLC now owns 7,897 shares of the financial services provider’s stock valued at $2,290,000 after purchasing an additional 35 shares in the last quarter. Finally, Cottonwood Capital Advisors LLC grew its holdings in JPMorgan Chase & Co. by 0.9% during the 2nd quarter. Cottonwood Capital Advisors LLC now owns 3,837 shares of the financial services provider’s stock valued at $1,112,000 after purchasing an additional 35 shares in the last quarter. Institutional investors and hedge funds own 71.55% of the company’s stock.

    Key JPMorgan Chase & Co. News

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

    • Positive Sentiment: Q4 beat on key metrics — JPM reported $5.23 EPS vs. consensus and $46.8B revenue, helped by strong trading and net interest income; management reiterated a resilient U.S. consumer backdrop. Q4 Results Press Release
    • Positive Sentiment: Wall Street support remains — several firms (and at least one major analyst reiteration) continue to rate JPM a buy and keep elevated price targets, providing a floor under shares despite the selloff. Analyst Reiterate Buy
    • Neutral Sentiment: Management flagged higher strategic spending (tech/AI, payments buildout) and signaled expense growth in 2026 — a long‑term positive for competitiveness but near‑term margin pressure. Dimon on Tech/AI Investment
    • Negative Sentiment: One‑time Apple Card-related charge (~$2.2B reserve) and higher loan‑loss provisions trimmed reported profit, weighing on headlines despite the adjusted beat. Reuters: Profit Falls on Apple Card Charge
    • Negative Sentiment: Investment‑banking fees unexpectedly fell versus estimates (weaker advisory/deal activity), a direct hit to a high‑margin business line and a key reason traders downgraded sentiment. WSJ: IB Fees Slip
    • Negative Sentiment: Regulatory overhang — the White House proposal to cap credit‑card APRs at 10% has become a sector‑wide risk; JPM’s CFO warned it could reduce access to credit, and the possibility of policy action is pressuring bank multiples. CNBC: Credit Card Cap Coverage
    • Negative Sentiment: Market reaction reflects valuation and sentiment — banks were trading at rich multiples, so even a mixed report plus policy risk triggered a broader pullback in financials that hit JPM despite fundamentals. MarketBeat: Banks Punished After Earnings

    JPMorgan Chase & Co. Trading Down 1.0%

    Shares of NYSE JPM opened at $307.87 on Thursday. JPMorgan Chase & Co. has a 12-month low of $202.16 and a 12-month high of $337.25. The company has a market cap of $838.10 billion, a price-to-earnings ratio of 15.39, a price-to-earnings-growth ratio of 1.52 and a beta of 1.07. The company has a current ratio of 0.85, a quick ratio of 0.86 and a debt-to-equity ratio of 1.27. The stock’s 50 day simple moving average is $315.52 and its 200 day simple moving average is $305.01.

    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 (EPS) for the quarter, beating analysts’ consensus estimates 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 company had revenue of $46.77 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same period last year, the business posted $4.81 earnings per share. The firm’s quarterly revenue was up 7.1% compared to the same quarter last year. Equities research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

    JPMorgan Chase & Co. Announces Dividend

    The company also recently announced a quarterly dividend, which will be paid on Saturday, January 31st. Shareholders of record on Tuesday, January 6th will be paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s payout ratio is presently 29.72%.

    Analysts Set New Price Targets

    Several brokerages have recently weighed in on JPM. Citigroup raised their target price on JPMorgan Chase & Co. from $275.00 to $325.00 and gave the company a “neutral” rating in a research note on Wednesday, September 24th. Wall Street Zen downgraded JPMorgan Chase & Co. from a “hold” rating to a “sell” rating in a report on Saturday, January 10th. Loop Capital set a $310.00 target price on JPMorgan Chase & Co. in a research note on Thursday, October 23rd. Daiwa Capital Markets lifted their price target on shares of JPMorgan Chase & Co. from $345.00 to $353.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Finally, The Goldman Sachs Group upped their price target on shares of JPMorgan Chase & Co. from $354.00 to $386.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. Fifteen research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $335.91.

    Read Our Latest Stock Analysis on JPM

    Insider Buying and Selling

    In other JPMorgan Chase & Co. news, insider Robin Leopold sold 966 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the sale, the insider owned 58,479 shares in the company, valued at approximately $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.47% of the company’s stock.

    About JPMorgan Chase & Co.

    (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.

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



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  • Eastern Bank Has $109.14 Million Stock Holdings in Walmart Inc. $WMT

    Eastern Bank lowered its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 11.2% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,058,954 shares of the retailer’s stock after selling 132,945 shares during the quarter. Walmart comprises 1.9% of Eastern Bank’s holdings, making the stock its 13th biggest position. Eastern Bank’s holdings in Walmart were worth $109,136,000 at the end of the most recent quarter.

    Other institutional investors and hedge funds have also modified their holdings of the company. Kingstone Capital Partners Texas LLC increased its holdings in shares of Walmart by 397,264.9% during the second quarter. Kingstone Capital Partners Texas LLC now owns 104,514,912 shares of the retailer’s stock worth $10,496,702,000 after purchasing an additional 104,488,610 shares during the period. Norges Bank acquired a new stake in Walmart during the second quarter worth approximately $5,367,770,000. Laurel Wealth Advisors LLC increased its stake in Walmart by 9,648.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,486,374 shares of the retailer’s stock worth $1,123,138,000 after acquiring an additional 11,368,549 shares during the period. Vanguard Group Inc. increased its stake in Walmart by 1.4% during the 2nd quarter. Vanguard Group Inc. now owns 431,817,510 shares of the retailer’s stock worth $42,223,116,000 after acquiring an additional 5,856,468 shares during the period. Finally, Amundi raised its holdings in Walmart by 23.5% in the 2nd quarter. Amundi now owns 19,493,644 shares of the retailer’s stock valued at $1,902,775,000 after acquiring an additional 3,710,506 shares in the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

    Trending Headlines about Walmart

    Here are the key news stories impacting Walmart this week:

    • Positive Sentiment: Nasdaq-100 inclusion should trigger index and ETF buying and has been cited as a primary reason for recent upside in WMT shares. Walmart Stock Gaining Steam Ahead of Debut on Nasdaq-100
    • Positive Sentiment: Partnership with Google/Alphabet to integrate Walmart and Sam’s Club assortments into Gemini AI (agent‑led commerce) boosts WMT’s e‑commerce credibility and long‑term growth narrative. Walmart Stock Jumps on Google AI Partnership
    • Positive Sentiment: Drone delivery expansion to ~150 locations accelerates last‑mile capabilities and shows execution on cost and service improvements that investors reward. Walmart Drone Delivery Service Surges
    • Positive Sentiment: Unusually large call‑option activity and a disclosed insider buy (Shishir Mehrotra acquired about $93k of WMT) suggest speculative and insider confidence in near‑term upside. Shishir Mehrotra’s Recent Buy: Acquires $93K In Walmart Stock
    • Neutral Sentiment: Positive media/analyst commentary (e.g., Jim Cramer) highlights management execution and merchandising improvements, supporting sentiment but not necessarily changing fundamentals. Jim Cramer on Walmart CEO
    • Neutral Sentiment: Macro piece on rotation to value argues consumer staples (including Walmart) are beneficiaries of a shift away from high‑duration tech, which is supportive but depends on broader rate/Fed developments. Tech Wreck or Valuation Reset? Rotating to Value in 2026
    • Negative Sentiment: Critical takes argue Walmart may be overvalued after the run and that some holders are trimming — investor caution on multiples could cap further gains. Walmart Is Overvalued – I’ve Just Sold My Shares
    • Negative Sentiment: Forbes and other outlets highlight what could push WMT lower (macro risk, margin pressure, execution missteps); these reminders add caution for more risk‑averse investors. What Can Send Walmart Stock Price Down?

    Analyst Upgrades and Downgrades

    Several research firms have recently issued reports on WMT. BTIG Research reissued a “buy” rating and set a $125.00 target price (up from $120.00) on shares of Walmart in a report on Friday, November 21st. Weiss Ratings reiterated a “buy (b)” rating on shares of Walmart in a research note on Wednesday, October 8th. The Goldman Sachs Group set a $121.00 target price on shares of Walmart and gave the company a “buy” rating in a research report on Tuesday. Barclays reaffirmed an “overweight” rating and set a $125.00 price target (up previously from $108.00) on shares of Walmart in a report on Thursday, January 8th. Finally, Guggenheim reissued a “buy” rating and issued a $120.00 price objective (up from $115.00) on shares of Walmart in a research note on Friday, November 21st. Thirty-two equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Walmart has an average rating of “Moderate Buy” and a consensus target price of $122.60.

    View Our Latest Research Report on WMT

    Insider Buying and Selling at Walmart

    In other news, EVP Daniel J. Bartlett sold 1,425 shares of the business’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $117.00, for a total transaction of $166,725.00. Following the sale, the executive vice president directly owned 641,363 shares in the company, valued at approximately $75,039,471. The trade was a 0.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP John D. Rainey sold 2,200 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $111.23, for a total transaction of $244,706.00. Following the completion of the transaction, the executive vice president owned 617,318 shares of the company’s stock, valued at approximately $68,664,281.14. This trade represents a 0.36% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 124,078 shares of company stock worth $13,523,502 over the last three months. 0.10% of the stock is owned by corporate insiders.

    Walmart Trading Up 2.0%

    Shares of Walmart stock opened at $120.36 on Wednesday. The firm’s 50 day moving average is $110.42 and its 200 day moving average is $104.13. The firm has a market capitalization of $959.29 billion, a PE ratio of 42.08, a price-to-earnings-growth ratio of 5.03 and a beta of 0.66. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $120.51. The company has a current ratio of 0.80, a quick ratio of 0.24 and a debt-to-equity ratio of 0.39.

    Walmart (NASDAQ:WMT – Get Free Report) last issued its quarterly earnings data on Thursday, November 20th. The retailer reported $0.62 EPS for the quarter, beating the consensus estimate of $0.60 by $0.02. The business had revenue of $179.50 billion during the quarter, compared to the consensus estimate of $175.15 billion. Walmart had a net margin of 3.26% and a return on equity of 21.31%. The firm’s revenue was up 5.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.58 EPS. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. Equities research analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

    About Walmart

    (Free Report)

    Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

    The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.

    Read More

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    Institutional Ownership by Quarter for Walmart (NASDAQ:WMT)



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  • New York State Teachers Retirement System Has $251.61 Million Stock Position in Chevron Corporation $CVX

    New York State Teachers Retirement System boosted its position in Chevron Corporation (NYSE:CVX – Free Report) by 15.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,620,231 shares of the oil and gas company’s stock after buying an additional 215,345 shares during the quarter. Chevron makes up about 0.5% of New York State Teachers Retirement System’s holdings, making the stock its 28th biggest position. New York State Teachers Retirement System’s holdings in Chevron were worth $251,606,000 at the end of the most recent reporting period.

    Several other institutional investors have also recently bought and sold shares of CVX. Vishria Bird Financial Group LLC grew its position in shares of Chevron by 1.2% in the third quarter. Vishria Bird Financial Group LLC now owns 5,285 shares of the oil and gas company’s stock valued at $821,000 after purchasing an additional 65 shares during the last quarter. White Knight Strategic Wealth Advisors LLC boosted its stake in Chevron by 3.0% during the 2nd quarter. White Knight Strategic Wealth Advisors LLC now owns 2,230 shares of the oil and gas company’s stock valued at $319,000 after purchasing an additional 65 shares during the period. Rakuten Securities Inc. grew its holdings in Chevron by 7.4% in the 2nd quarter. Rakuten Securities Inc. now owns 961 shares of the oil and gas company’s stock valued at $138,000 after buying an additional 66 shares during the last quarter. Analyst IMS Investment Management Services Ltd. increased its position in Chevron by 1.0% in the 2nd quarter. Analyst IMS Investment Management Services Ltd. now owns 6,751 shares of the oil and gas company’s stock worth $966,000 after buying an additional 67 shares during the period. Finally, M.E. Allison & CO. Inc. lifted its holdings in shares of Chevron by 0.6% during the third quarter. M.E. Allison & CO. Inc. now owns 11,204 shares of the oil and gas company’s stock worth $1,740,000 after buying an additional 67 shares during the last quarter. Institutional investors own 72.42% of the company’s stock.

    Insider Buying and Selling

    In other Chevron news, Director John B. Hess sold 275,000 shares of the stock in a transaction on Thursday, November 20th. The stock was sold at an average price of $150.75, for a total transaction of $41,456,250.00. Following the completion of the transaction, the director directly owned 1,128,045 shares in the company, valued at $170,052,783.75. This represents a 19.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Alana K. Knowles sold 7,956 shares of the business’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $165.05, for a total transaction of $1,313,137.80. Following the completion of the sale, the insider owned 1,207 shares in the company, valued at $199,215.35. This represents a 86.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 631,990 shares of company stock valued at $99,716,808. 0.20% of the stock is owned by insiders.

    Chevron News Roundup

    Here are the key news stories impacting Chevron this week:

    • Positive Sentiment: Chevron is in advanced talks with the U.S. government to expand its Venezuela license, which would allow higher exports to Chevron’s refineries and third parties — a clear potential earnings and volume catalyst. Read More.
    • Positive Sentiment: Shipping and operational activity is picking up: data and filings show Chevron loading Venezuelan crude and contracting multiple tankers, signalling the company can scale flows quickly if approvals hold. Read More.
    • Positive Sentiment: Market positioning and deal activity: reports show Chevron competing with traders and partners to control Venezuelan exports and lining up bids for international assets — moves that could expand supply links and reserves. Read More.
    • Positive Sentiment: Analyst support: Bernstein and other outlets have recently raised targets or reiterated bullish theses on CVX amid the Venezuela angle, providing analyst-driven validation. Read More.
    • Neutral Sentiment: White House engagement: President Trump met with oil executives to discuss Venezuela reconstruction — policy backing could help but details, guarantees and timelines remain uncertain. Read More.
    • Neutral Sentiment: Companies want guarantees: FT/Reuters reporting that U.S. majors want formal guarantees from Washington before committing large capital, implying any large-scale Venezuela rebuild will be phased and conditional. Read More.
    • Neutral Sentiment: Distribution risk: some shipments to traditional buyers (notably Chinese buyers) are paused, tempering near-term cash conversion despite increased loading activity. Read More.
    • Negative Sentiment: Large insider selling disclosed (CEO, CFO and other insiders sold sizable blocks in early January), which can be perceived negatively and add short-term selling pressure. Read More.
    • Negative Sentiment: Analyst downgrades and sell-side caution: at least one firm cut CVX to “Strong Sell” and others trimmed price targets, reflecting some skepticism about sustainable upside after the recent run. Read More. Read More.
    • Negative Sentiment: Political/reputational risk: high-profile criticism and scrutiny around U.S. handling of Venezuela investments raise execution and regulatory uncertainty. Read More.

    Chevron Stock Performance

    NYSE:CVX opened at $162.15 on Monday. The firm has a market capitalization of $326.49 billion, a PE ratio of 22.81, a price-to-earnings-growth ratio of 10.19 and a beta of 0.70. The company has a quick ratio of 0.86, a current ratio of 1.15 and a debt-to-equity ratio of 0.19. Chevron Corporation has a 12-month low of $132.04 and a 12-month high of $168.96. The firm has a 50-day moving average price of $152.31 and a 200 day moving average price of $153.56.

    Chevron (NYSE:CVX – Get Free Report) last released its quarterly earnings data on Friday, October 31st. The oil and gas company reported $1.85 earnings per share for the quarter, beating analysts’ consensus estimates of $1.71 by $0.14. Chevron had a return on equity of 8.74% and a net margin of 6.57%.The company had revenue of $48.17 billion for the quarter, compared to the consensus estimate of $46.99 billion. During the same period in the previous year, the business earned $2.48 earnings per share. The company’s quarterly revenue was down 1.9% on a year-over-year basis. Research analysts anticipate that Chevron Corporation will post 10.79 earnings per share for the current fiscal year.

    Chevron Dividend Announcement

    The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Tuesday, November 18th were given a $1.71 dividend. This represents a $6.84 dividend on an annualized basis and a yield of 4.2%. The ex-dividend date was Tuesday, November 18th. Chevron’s dividend payout ratio is 96.20%.

    Analyst Upgrades and Downgrades

    CVX has been the topic of a number of research reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Chevron in a research report on Wednesday, October 8th. Barclays decreased their price target on shares of Chevron from $160.00 to $158.00 and set an “equal weight” rating on the stock in a research report on Tuesday, October 7th. Wells Fargo & Company upped their price objective on shares of Chevron from $190.00 to $196.00 and gave the company an “overweight” rating in a research report on Friday, November 14th. UBS Group reissued a “buy” rating on shares of Chevron in a research report on Monday, December 1st. Finally, Scotiabank upped their price target on Chevron from $160.00 to $165.00 and gave the company a “sector perform” rating in a report on Thursday, October 9th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, nine have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $167.14.

    Get Our Latest Stock Analysis on Chevron

    Chevron Company Profile

    (Free Report)

    Chevron Corporation (NYSE: CVX) is an American multinational energy company engaged in virtually all aspects of the oil and gas industry. As an integrated energy firm, Chevron’s core activities include upstream oil and natural gas exploration and production, midstream transportation and storage, downstream refining and marketing of fuels and lubricants, and petrochemical manufacturing through joint ventures and subsidiaries. The company markets fuels under brands such as Chevron, Texaco and Caltex and supplies a range of products and services to retail customers, industrial users and commercial fleets worldwide.

    Chevron traces its corporate lineage to the early petroleum companies that eventually became Standard Oil of California and has evolved through significant mergers and restructurings, including the acquisitions of Gulf Oil and Texaco.

    Further Reading

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    Institutional Ownership by Quarter for Chevron (NYSE:CVX)



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  • Oak Family Advisors LLC Makes New $1.98 Million Investment in Eli Lilly and Company $LLY

    Oak Family Advisors LLC acquired a new stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 2,594 shares of the company’s stock, valued at approximately $1,979,000.

    Other hedge funds have also recently modified their holdings of the company. Laurel Wealth Advisors LLC lifted its holdings in Eli Lilly and Company by 78,621.2% in the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after acquiring an additional 11,537,661 shares during the period. Norges Bank acquired a new position in shares of Eli Lilly and Company in the 2nd quarter valued at $8,827,714,000. Vanguard Group Inc. lifted its stake in shares of 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 purchasing an additional 1,183,038 shares during the period. Assenagon Asset Management S.A. boosted its holdings in Eli Lilly and Company by 106.8% during the second quarter. Assenagon Asset Management S.A. now owns 1,481,031 shares of the company’s stock worth $1,154,508,000 after buying an additional 765,010 shares in the last quarter. Finally, Franklin Resources Inc. grew its position in Eli Lilly and Company by 13.4% during the second quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock valued at $3,715,913,000 after buying an additional 564,736 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

    Analyst Upgrades and Downgrades

    A number of research analysts have weighed in on LLY shares. Wall Street Zen upgraded shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday, November 1st. Zacks Research raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. Daiwa Capital Markets set a $1,230.00 price target on Eli Lilly and Company and gave the stock a “buy” rating in a research report on Tuesday, December 16th. Daiwa America raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 16th. Finally, Leerink Partners set a $1,234.00 target price on Eli Lilly and Company in a research note on Monday, January 5th. Five analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $1,169.00.

    View Our Latest Analysis on Eli Lilly and Company

    Trending Headlines about Eli Lilly and Company

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

    Eli Lilly and Company Price Performance

    NYSE:LLY opened at $1,063.90 on Friday. The stock has a 50 day moving average of $1,037.16 and a two-hundred day moving average of $861.18. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The firm has a market cap of $1.01 trillion, a P/E ratio of 52.05, a price-to-earnings-growth ratio of 0.77 and a beta of 0.35. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71.

    Eli Lilly and Company (NYSE:LLY – Get Free Report) last issued its quarterly earnings results on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $17.60 billion for the quarter, compared to analyst estimates of $16.09 billion. During the same period in the previous year, the company posted $1.18 earnings per share. The business’s revenue was up 53.9% on a year-over-year basis. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. On average, analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

    Eli Lilly and Company Increases Dividend

    The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be paid a dividend of $1.73 per share. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 annualized dividend and a yield of 0.7%. Eli Lilly and Company’s dividend payout ratio is presently 33.86%.

    About Eli Lilly and Company

    (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.

    Further Reading

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



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  • Childress Capital Advisors LLC Increases Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

    Childress Capital Advisors LLC increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 145.3% during the third quarter, Holdings Channel reports. The fund owned 3,192 shares of the semiconductor company’s stock after acquiring an additional 1,891 shares during the quarter. Childress Capital Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $891,000 at the end of the most recent quarter.

    Several other institutional investors also recently bought and sold shares of the business. Bank of America Corp DE boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 0.8% during the second quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock worth $3,353,348,000 after purchasing an additional 115,158 shares during the last quarter. Jennison Associates LLC boosted its stake in Taiwan Semiconductor Manufacturing by 26.7% in the 2nd quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after buying an additional 2,537,760 shares during the last quarter. Alliancebernstein L.P. grew its holdings in Taiwan Semiconductor Manufacturing by 18.0% in the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after buying an additional 1,593,786 shares during the period. WCM Investment Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 3.3% during the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock valued at $2,299,108,000 after acquiring an additional 324,615 shares during the last quarter. Finally, Sands Capital Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 6.5% during the 2nd quarter. Sands Capital Management LLC now owns 8,552,278 shares of the semiconductor company’s stock valued at $1,937,005,000 after acquiring an additional 524,960 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

    Wall Street Analysts Forecast Growth

    TSM has been the topic of several research analyst reports. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Susquehanna upped their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Finally, Needham & Company LLC reissued a “buy” rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Eight research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $355.00.

    Check Out Our Latest Research Report on TSM

    Taiwan Semiconductor Manufacturing Stock Performance

    NYSE:TSM opened at $327.22 on Wednesday. The firm’s fifty day simple moving average is $294.52 and its 200 day simple moving average is $268.26. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $333.08. The firm has a market capitalization of $1.69 trillion, a price-to-earnings ratio of 33.56, a PEG ratio of 0.92 and a beta of 1.29.

    Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last issued its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. As a group, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

    Taiwan Semiconductor Manufacturing Increases Dividend

    The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 25.74%.

    Key Taiwan Semiconductor Manufacturing News

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

    • Positive Sentiment: Several major analysts raised targets and reiterated buy calls, citing stronger-than-expected AI-driven demand and higher margin visibility — a key driver of the stock rally today. Goldman Sachs Price Target
    • Positive Sentiment: A bullish valuation note projects further upside (Seeking Alpha’s $358 target), reinforcing investor belief that TSMC is the central beneficiary of the AI infrastructure buildout and pricing power on advanced nodes. Seeking Alpha Bull Case
    • Positive Sentiment: Policy and product developments could materially lift volumes: a U.S. one‑year export license to allow TSMC to import U.S. equipment for its China fabs plus potential large H200 GPU orders from NVIDIA create a pathway for sizable incremental revenue if approvals continue. Benzinga Export License MarketBeat on NVIDIA H200
    • Neutral Sentiment: Market positioning and derivatives activity have picked up (notable options volume), signaling speculative interest and positioning that can amplify moves in either direction. Benzinga Options Activity
    • Neutral Sentiment: Management tweak at TSMC Arizona (new treasurer) reflects ongoing U.S. buildout and operational scaling but is not expected to materially change fundamentals near term. TipRanks Arizona Appointment
    • Negative Sentiment: Legal risk persists: Taiwanese prosecutors filed additional indictments related to alleged trade‑secret theft tied to TSMC technology, a reputational and potential operational/legal overhang that could weigh on sentiment if it escalates. Reuters Trade-Secrets Case

    About Taiwan Semiconductor Manufacturing

    (Free Report)

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

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

    Read More

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

    Institutional Ownership by Quarter for Taiwan Semiconductor Manufacturing (NYSE:TSM)



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  • Mechanics Bank Trust Department Sells 7,828 Shares of Chevron Corporation $CVX

    Mechanics Bank Trust Department reduced its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 14.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 44,772 shares of the oil and gas company’s stock after selling 7,828 shares during the period. Chevron accounts for about 1.0% of Mechanics Bank Trust Department’s portfolio, making the stock its 28th largest holding. Mechanics Bank Trust Department’s holdings in Chevron were worth $6,953,000 as of its most recent SEC filing.

    A number of other large investors also recently modified their holdings of CVX. Quaker Wealth Management LLC boosted its position in Chevron by 197.7% during the second quarter. Quaker Wealth Management LLC now owns 217 shares of the oil and gas company’s stock valued at $31,000 after purchasing an additional 439 shares during the last quarter. Vermillion & White Wealth Management Group LLC increased its position in shares of Chevron by 86.1% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 255 shares of the oil and gas company’s stock worth $37,000 after purchasing an additional 118 shares during the last quarter. IMG Wealth Management Inc. raised its stake in shares of Chevron by 52.3% during the 2nd quarter. IMG Wealth Management Inc. now owns 265 shares of the oil and gas company’s stock worth $38,000 after purchasing an additional 91 shares in the last quarter. GFG Capital LLC acquired a new stake in shares of Chevron in the 2nd quarter valued at approximately $42,000. Finally, LFA Lugano Financial Advisors SA boosted its holdings in shares of Chevron by 106.7% in the 2nd quarter. LFA Lugano Financial Advisors SA now owns 310 shares of the oil and gas company’s stock valued at $44,000 after buying an additional 160 shares during the last quarter. 72.42% of the stock is currently owned by institutional investors and hedge funds.

    Insider Buying and Selling at Chevron

    In related news, Director John B. Hess sold 275,000 shares of Chevron stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $150.75, for a total transaction of $41,456,250.00. Following the completion of the sale, the director directly owned 1,128,045 shares of the company’s stock, valued at approximately $170,052,783.75. This trade represents a 19.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.20% of the company’s stock.

    Chevron Price Performance

    Shares of CVX opened at $163.84 on Tuesday. The company’s 50-day moving average is $152.05 and its 200-day moving average is $153.20. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.15 and a quick ratio of 0.86. The firm has a market capitalization of $329.90 billion, a PE ratio of 23.04, a PEG ratio of 9.76 and a beta of 0.70. Chevron Corporation has a fifty-two week low of $132.04 and a fifty-two week high of $168.96.

    Chevron (NYSE:CVX – Get Free Report) last announced its quarterly earnings results on Friday, October 31st. The oil and gas company reported $1.85 EPS for the quarter, beating analysts’ consensus estimates of $1.71 by $0.14. The business had revenue of $48.17 billion for the quarter, compared to analyst estimates of $46.99 billion. Chevron had a net margin of 6.57% and a return on equity of 8.74%. Chevron’s quarterly revenue was down 1.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.48 EPS. Equities analysts forecast that Chevron Corporation will post 10.79 EPS for the current year.

    Chevron Announces Dividend

    The company also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Tuesday, November 18th were paid a dividend of $1.71 per share. The ex-dividend date was Tuesday, November 18th. This represents a $6.84 dividend on an annualized basis and a dividend yield of 4.2%. Chevron’s dividend payout ratio (DPR) is 96.20%.

    Analysts Set New Price Targets

    A number of equities analysts recently weighed in on the stock. Barclays lowered their target price on shares of Chevron from $160.00 to $158.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 7th. Citigroup decreased their price objective on shares of Chevron from $185.00 to $179.00 and set a “buy” rating for the company in a research report on Monday. Hsbc Global Res raised shares of Chevron from a “hold” rating to a “strong-buy” rating in a report on Monday, December 1st. Weiss Ratings reiterated a “hold (c)” rating on shares of Chevron in a research note on Wednesday, October 8th. Finally, Morgan Stanley lifted their price target on Chevron from $177.00 to $180.00 and gave the stock an “overweight” rating in a report on Thursday, November 13th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $166.90.

    Check Out Our Latest Analysis on CVX

    Trending Headlines about Chevron

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    Chevron Profile

    (Free Report)

    Chevron Corporation (NYSE: CVX) is an American multinational energy company engaged in virtually all aspects of the oil and gas industry. As an integrated energy firm, Chevron’s core activities include upstream oil and natural gas exploration and production, midstream transportation and storage, downstream refining and marketing of fuels and lubricants, and petrochemical manufacturing through joint ventures and subsidiaries. The company markets fuels under brands such as Chevron, Texaco and Caltex and supplies a range of products and services to retail customers, industrial users and commercial fleets worldwide.

    Chevron traces its corporate lineage to the early petroleum companies that eventually became Standard Oil of California and has evolved through significant mergers and restructurings, including the acquisitions of Gulf Oil and Texaco.

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    Institutional Ownership by Quarter for Chevron (NYSE:CVX)



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  • Vanguard S&P 500 ETF $VOO Shares Acquired by West Paces Advisors Inc.

    West Paces Advisors Inc. boosted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 107,636 shares of the company’s stock after buying an additional 1,900 shares during the quarter. Vanguard S&P 500 ETF makes up about 13.1% of West Paces Advisors Inc.’s holdings, making the stock its biggest position. West Paces Advisors Inc.’s holdings in Vanguard S&P 500 ETF were worth $65,914,000 at the end of the most recent reporting period.

    Other institutional investors have also recently bought and sold shares of the company. Central Bank & Trust Co. grew its position in shares of Vanguard S&P 500 ETF by 1.4% in the third quarter. Central Bank & Trust Co. now owns 1,271 shares of the company’s stock valued at $778,000 after purchasing an additional 17 shares during the last quarter. Hengehold Capital Management LLC boosted its stake in Vanguard S&P 500 ETF by 0.5% during the 3rd quarter. Hengehold Capital Management LLC now owns 3,691 shares of the company’s stock valued at $2,260,000 after purchasing an additional 17 shares during the period. Paragon Capital Management Ltd grew its holdings in Vanguard S&P 500 ETF by 3.0% in the 2nd quarter. Paragon Capital Management Ltd now owns 628 shares of the company’s stock valued at $357,000 after buying an additional 18 shares during the last quarter. Washington Capital Management Inc. increased its position in Vanguard S&P 500 ETF by 1.1% in the 2nd quarter. Washington Capital Management Inc. now owns 1,593 shares of the company’s stock worth $905,000 after buying an additional 18 shares during the period. Finally, Transcendent Capital Group LLC lifted its holdings in shares of Vanguard S&P 500 ETF by 4.5% during the second quarter. Transcendent Capital Group LLC now owns 417 shares of the company’s stock worth $237,000 after buying an additional 18 shares during the last quarter.

    Vanguard S&P 500 ETF Trading Up 0.2%

    Shares of Vanguard S&P 500 ETF stock opened at $628.30 on Monday. Vanguard S&P 500 ETF has a 1 year low of $442.80 and a 1 year high of $636.08. The company’s fifty day simple moving average is $624.77 and its 200-day simple moving average is $603.17. The company has a market cap of $823.53 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00.

    Vanguard S&P 500 ETF Company 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.

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    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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