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Tag: Institutional Investor Holdings

  • GE Vernova Inc. $GEV Shares Acquired by Synergy Asset Management LLC

    Synergy Asset Management LLC grew its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 300.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,884 shares of the company’s stock after purchasing an additional 1,413 shares during the period. Synergy Asset Management LLC’s holdings in GE Vernova were worth $1,078,000 at the end of the most recent quarter.

    Other institutional investors have also recently made changes to their positions in the company. First City Capital Management Inc. acquired a new position in GE Vernova during the 3rd quarter valued at about $216,000. Simon Quick Advisors LLC grew its stake in shares of GE Vernova by 21.4% during the third quarter. Simon Quick Advisors LLC now owns 937 shares of the company’s stock worth $576,000 after acquiring an additional 165 shares during the last quarter. Signaturefd LLC increased its holdings in shares of GE Vernova by 7.0% during the third quarter. Signaturefd LLC now owns 6,484 shares of the company’s stock valued at $3,987,000 after acquiring an additional 423 shares in the last quarter. Taylor Frigon Capital Management LLC acquired a new position in shares of GE Vernova during the third quarter valued at about $2,305,000. Finally, GAM Holding AG purchased a new position in shares of GE Vernova in the 3rd quarter valued at approximately $419,000.

    Analysts Set New Price Targets

    Several analysts have weighed in on the stock. Melius Research set a $740.00 target price on shares of GE Vernova and gave the stock a “buy” rating in a research report on Monday, September 15th. Morgan Stanley boosted their price objective on shares of GE Vernova from $710.00 to $822.00 and gave the company an “overweight” rating in a report on Tuesday, December 16th. BMO Capital Markets upped their target price on GE Vernova from $710.00 to $780.00 and gave the company an “outperform” rating in a research report on Wednesday, December 10th. Seaport Res Ptn cut GE Vernova from a “strong-buy” rating to a “hold” rating in a research report on Thursday, December 11th. Finally, Cowen reissued a “buy” rating on shares of GE Vernova in a report on Thursday, October 23rd. Four research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, six have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $691.11.

    Get Our Latest Report on GE Vernova

    GE Vernova Price Performance

    NYSE GEV opened at $678.29 on Friday. GE Vernova Inc. has a 1 year low of $252.25 and a 1 year high of $731.00. The company has a market capitalization of $184.03 billion, a PE ratio of 110.47, a P/E/G ratio of 2.85 and a beta of 1.67. The company has a fifty day moving average of $612.80 and a 200 day moving average of $601.50.

    GE Vernova (NYSE:GEV – Get Free Report) last released its quarterly earnings data on Wednesday, October 22nd. The company reported $1.64 earnings per share for the quarter, missing analysts’ consensus estimates of $1.72 by ($0.08). The company had revenue of $9.97 billion for the quarter, compared to analysts’ expectations of $9.15 billion. GE Vernova had a net margin of 4.52% and a return on equity of 17.07%. The business’s quarterly revenue was up 11.8% on a year-over-year basis. During the same quarter in the previous year, the business posted ($0.35) EPS. Research analysts expect that GE Vernova Inc. will post 6.59 earnings per share for the current year.

    GE Vernova Increases Dividend

    The business also recently declared a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Monday, January 5th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Monday, January 5th. This is a boost from GE Vernova’s previous quarterly dividend of $0.25. This represents a $2.00 dividend on an annualized basis and a yield of 0.3%. GE Vernova’s dividend payout ratio is presently 16.29%.

    GE Vernova Company Profile

    (Free Report)

    GE Vernova is the energy-focused company formed from the energy businesses of General Electric and operates as a publicly listed entity on the NYSE under the ticker GEV. It is organized to design, manufacture and service equipment and systems used across the power generation and energy transition value chain, bringing together legacy capabilities in conventional power, renewables and grid technologies under a single corporate platform.

    The company’s offerings span large-scale power-generation equipment such as gas and steam turbines and associated generators and controls, as well as renewable energy technologies including onshore and offshore wind platforms and hydro solutions.

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

    Institutional Ownership by Quarter for GE Vernova (NYSE:GEV)



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  • Global Retirement Partners LLC Buys 7,250 Shares of CocaCola Company (The) $KO

    Global Retirement Partners LLC grew its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 6.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 124,073 shares of the company’s stock after acquiring an additional 7,250 shares during the quarter. Global Retirement Partners LLC’s holdings in CocaCola were worth $8,229,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

    Other institutional investors and hedge funds also recently made changes to their positions in the company. Sava Infond d.o.o. raised its stake in shares of CocaCola by 210.8% during the 2nd quarter. Sava Infond d.o.o. now owns 5,750 shares of the company’s stock worth $407,000 after purchasing an additional 3,900 shares during the period. Vanguard Group Inc. increased its holdings in CocaCola by 1.7% during the second quarter. Vanguard Group Inc. now owns 367,441,971 shares of the company’s stock worth $25,996,519,000 after buying an additional 6,241,163 shares during the last quarter. Perigon Wealth Management LLC raised its position in CocaCola by 3.6% in the second quarter. Perigon Wealth Management LLC now owns 130,164 shares of the company’s stock worth $9,209,000 after acquiring an additional 4,469 shares during the period. Aberdeen Group plc boosted its stake in CocaCola by 5.0% in the second quarter. Aberdeen Group plc now owns 4,557,668 shares of the company’s stock valued at $322,455,000 after acquiring an additional 216,752 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of CocaCola by 6.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 30,889,415 shares of the company’s stock valued at $2,212,300,000 after acquiring an additional 1,794,561 shares during the period. Hedge funds and other institutional investors own 70.26% of the company’s stock.

    Analysts Set New Price Targets

    A number of equities research analysts recently commented on KO shares. Bank of America lifted their price target on shares of CocaCola from $78.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, November 7th. UBS Group restated a “buy” rating on shares of CocaCola in a research note on Friday, December 5th. Wells Fargo & Company upped their price target on CocaCola from $75.00 to $79.00 and gave the company an “overweight” rating in a research report on Wednesday, October 22nd. TD Cowen lifted their price objective on CocaCola from $75.00 to $80.00 and gave the stock a “buy” rating in a report on Wednesday, October 22nd. Finally, Cowen restated a “buy” rating on shares of CocaCola in a research note on Wednesday, October 22nd. One research analyst has rated the stock with a Strong Buy rating and fifteen have assigned a Buy rating to the company. According to data from MarketBeat.com, CocaCola currently has a consensus rating of “Buy” and an average price target of $79.08.

    Check Out Our Latest Analysis on KO

    CocaCola Price Performance

    CocaCola stock opened at $69.11 on Friday. The firm has a market capitalization of $297.30 billion, a P/E ratio of 22.89, a PEG ratio of 3.56 and a beta of 0.39. CocaCola Company has a one year low of $60.62 and a one year high of $74.38. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.21 and a quick ratio of 1.00. The business has a fifty day moving average price of $70.49 and a 200-day moving average price of $69.35.

    CocaCola (NYSE:KO – Get Free Report) last issued its quarterly earnings data on Thursday, March 27th. The company reported $0.55 earnings per share (EPS) for the quarter. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.The business had revenue of $11.40 billion for the quarter. As a group, equities research analysts forecast that CocaCola Company will post 2.96 EPS for the current year.

    CocaCola Announces Dividend

    The company also recently declared a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were issued a $0.51 dividend. This represents a $2.04 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date of this dividend was Monday, December 1st. CocaCola’s dividend payout ratio is presently 67.55%.

    Insider Buying and Selling

    In other CocaCola news, COO Henrique Braun sold 40,390 shares of the firm’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $70.93, for a total value of $2,864,862.70. Following the completion of the transaction, the chief operating officer directly owned 62,621 shares of the company’s stock, valued at $4,441,707.53. This trade represents a 39.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Nancy Quan sold 31,625 shares of the business’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $71.17, for a total transaction of $2,250,751.25. Following the transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at $15,894,396.10. This trade represents a 12.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 225,252 shares of company stock valued at $15,953,007 in the last three months. Insiders own 0.97% of the company’s stock.

    About CocaCola

    (Free Report)

    The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.

    Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.

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    Institutional Ownership by Quarter for CocaCola (NYSE:KO)



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  • Westend Capital Management LLC Reduces Stock Holdings in Meta Platforms, Inc. $META

    Westend Capital Management LLC decreased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 16.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 24,035 shares of the social networking company’s stock after selling 4,664 shares during the period. Meta Platforms accounts for 5.1% of Westend Capital Management LLC’s portfolio, making the stock its 7th largest position. Westend Capital Management LLC’s holdings in Meta Platforms were worth $17,651,000 as of its most recent SEC filing.

    A number of other hedge funds have also recently made changes to their positions in META. Bare Financial Services Inc bought a new stake in Meta Platforms in the second quarter worth $30,000. Evergreen Private Wealth LLC raised its position in shares of Meta Platforms by 237.5% in the 2nd quarter. Evergreen Private Wealth LLC now owns 54 shares of the social networking company’s stock worth $40,000 after purchasing an additional 38 shares during the last quarter. Briaud Financial Planning Inc purchased a new position in shares of Meta Platforms in the 2nd quarter worth about $42,000. Knuff & Co LLC bought a new position in Meta Platforms in the 2nd quarter worth about $44,000. Finally, WFA Asset Management Corp grew its position in Meta Platforms by 42.6% during the 2nd quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock valued at $49,000 after purchasing an additional 20 shares during the last quarter. 79.91% of the stock is owned by institutional investors.

    Key Meta Platforms News

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

    Insider Activity at Meta Platforms

    In other Meta Platforms news, CFO Susan J. Li sold 6,875 shares of the stock in a transaction dated Saturday, November 15th. The shares were sold at an average price of $609.46, for a total transaction of $4,190,037.50. Following the completion of the transaction, the chief financial officer owned 88,370 shares of the company’s stock, valued at $53,857,980.20. This represents a 7.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Robert M. Kimmitt sold 600 shares of the firm’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $609.35, for a total value of $365,610.00. Following the transaction, the director owned 7,347 shares of the company’s stock, valued at approximately $4,476,894.45. The trade was a 7.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 42,074 shares of company stock worth $26,269,739 in the last 90 days. Company insiders own 13.61% of the company’s stock.

    Analyst Upgrades and Downgrades

    META has been the topic of several analyst reports. Citizens Jmp reiterated an “outperform” rating and issued a $900.00 target price (up previously from $750.00) on shares of Meta Platforms in a research note on Monday, November 24th. Barclays decreased their price objective on shares of Meta Platforms from $810.00 to $770.00 and set an “overweight” rating for the company in a report on Thursday, October 30th. Wells Fargo & Company cut their target price on Meta Platforms from $837.00 to $802.00 and set an “overweight” rating on the stock in a research note on Thursday, October 30th. Oppenheimer lowered Meta Platforms from an “outperform” rating to a “market perform” rating in a report on Thursday, October 30th. Finally, Erste Group Bank cut Meta Platforms from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Four research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $822.22.

    Check Out Our Latest Report on META

    Meta Platforms Stock Performance

    META stock opened at $650.41 on Friday. The company has a debt-to-equity ratio of 0.15, a current ratio of 1.98 and a quick ratio of 1.98. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25. The company has a market cap of $1.64 trillion, a P/E ratio of 28.73, a price-to-earnings-growth ratio of 1.30 and a beta of 1.29. The stock’s fifty day moving average price is $647.29 and its 200-day moving average price is $705.02.

    Meta Platforms (NASDAQ:META – Get Free Report) last announced its earnings results on Wednesday, October 29th. The social networking company reported $7.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.74 by $0.51. The business had revenue of $51.24 billion for the quarter, compared to analysts’ expectations of $49.34 billion. Meta Platforms had a return on equity of 39.35% and a net margin of 30.89%.The business’s revenue for the quarter was up 26.2% on a year-over-year basis. During the same period last year, the firm posted $6.03 earnings per share. On average, equities analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

    Meta Platforms Announces Dividend

    The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Monday, December 15th were given a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, December 15th. Meta Platforms’s dividend payout ratio (DPR) is presently 9.28%.

    Meta Platforms Company Profile

    (Free Report)

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

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

    Read More

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

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



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  • Merck & Co., Inc. $MRK Shares Acquired by First Pacific Financial

    First Pacific Financial raised its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 14.7% in the third quarter, HoldingsChannel reports. The institutional investor owned 47,555 shares of the company’s stock after purchasing an additional 6,082 shares during the quarter. First Pacific Financial’s holdings in Merck & Co., Inc. were worth $3,991,000 at the end of the most recent reporting period.

    A number of other institutional investors and hedge funds also recently modified their holdings of MRK. Legend Financial Advisors Inc. purchased a new stake in shares of Merck & Co., Inc. during the second quarter valued at $25,000. Darwin Wealth Management LLC raised its holdings in Merck & Co., Inc. by 237.4% during the 3rd quarter. Darwin Wealth Management LLC now owns 307 shares of the company’s stock worth $26,000 after buying an additional 216 shares during the period. Kilter Group LLC acquired a new stake in Merck & Co., Inc. during the 2nd quarter worth about $27,000. Bare Financial Services Inc lifted its stake in Merck & Co., Inc. by 51.9% during the second quarter. Bare Financial Services Inc now owns 366 shares of the company’s stock valued at $29,000 after buying an additional 125 shares in the last quarter. Finally, Evolution Wealth Management Inc. purchased a new stake in Merck & Co., Inc. during the second quarter valued at about $31,000. Institutional investors and hedge funds own 76.07% of the company’s stock.

    Insider Buying and Selling at Merck & Co., Inc.

    In other news, EVP David Michael Williams sold 8,614 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $83.59, for a total transaction of $720,044.26. Following the completion of the sale, the executive vice president owned 24,578 shares in the company, valued at approximately $2,054,475.02. This represents a 25.95% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.13% of the stock is owned by corporate insiders.

    Merck & Co., Inc. Price Performance

    MRK opened at $105.20 on Friday. The stock has a fifty day moving average price of $96.98 and a 200 day moving average price of $87.76. The company has a current ratio of 1.66, a quick ratio of 1.44 and a debt-to-equity ratio of 0.77. Merck & Co., Inc. has a 1 year low of $73.31 and a 1 year high of $107.59. The stock has a market cap of $261.11 billion, a price-to-earnings ratio of 13.90, a PEG ratio of 1.00 and a beta of 0.29.

    Merck & Co., Inc. (NYSE:MRK – Get Free Report) last released its quarterly earnings results on Friday, January 30th. The company reported $1.94 earnings per share for the quarter. Merck & Co., Inc. had a net margin of 29.63% and a return on equity of 44.54%. Analysts forecast that Merck & Co., Inc. will post 9.01 EPS for the current fiscal year.

    Merck & Co., Inc. Increases Dividend

    The business also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Monday, December 15th will be given a $0.85 dividend. This is an increase from Merck & Co., Inc.’s previous quarterly dividend of $0.81. This represents a $3.40 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date of this dividend is Monday, December 15th. Merck & Co., Inc.’s payout ratio is presently 44.91%.

    Analyst Ratings Changes

    Several research analysts have recently weighed in on the stock. Bank of America lifted their target price on shares of Merck & Co., Inc. from $105.00 to $120.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. The Goldman Sachs Group raised their price objective on shares of Merck & Co., Inc. from $92.00 to $120.00 and gave the stock a “buy” rating in a research note on Tuesday, December 2nd. Weiss Ratings restated a “hold (c)” rating on shares of Merck & Co., Inc. in a report on Monday. Citigroup started coverage on Merck & Co., Inc. in a research report on Monday, October 13th. They issued a “neutral” rating and a $95.00 target price for the company. Finally, Morgan Stanley lifted their price target on Merck & Co., Inc. from $100.00 to $102.00 and gave the company an “equal weight” rating in a report on Friday, December 12th. Eight research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Merck & Co., Inc. presently has an average rating of “Hold” and a consensus target price of $110.13.

    Read Our Latest Stock Report on Merck & Co., Inc.

    Merck & Co., Inc. Profile

    (Free Report)

    Merck & Co, Inc is a global biopharmaceutical company engaged in the discovery, development, manufacture and marketing of prescription medicines, vaccines, biologic therapies and animal health products. Its portfolio spans multiple therapeutic areas with a particular emphasis on oncology, vaccines and infectious disease, as well as therapies for metabolic and chronic conditions. Among its well-known products are the cancer immunotherapy Keytruda (pembrolizumab) and the human papillomavirus vaccine Gardasil; the company also markets a range of medicines and vaccines for veterinary use through Merck Animal Health.

    Founded in the late 19th century as the U.S.

    See Also

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

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



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  • Amphenol Corporation $APH Holdings Trimmed by Fenimore Asset Management Inc

    Fenimore Asset Management Inc lowered its stake in Amphenol Corporation (NYSE:APH – Free Report) by 10.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,050,259 shares of the electronics maker’s stock after selling 237,161 shares during the period. Amphenol comprises 5.1% of Fenimore Asset Management Inc’s investment portfolio, making the stock its biggest position. Fenimore Asset Management Inc’s holdings in Amphenol were worth $253,720,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

    A number of other institutional investors and hedge funds have also made changes to their positions in APH. Grant Private Wealth Management Inc purchased a new stake in Amphenol during the 3rd quarter worth about $515,000. Motive Wealth Advisors acquired a new stake in shares of Amphenol during the 2nd quarter worth about $215,000. LeConte Wealth Management LLC purchased a new stake in Amphenol during the second quarter worth approximately $399,000. IFP Advisors Inc boosted its holdings in Amphenol by 43.1% in the second quarter. IFP Advisors Inc now owns 24,397 shares of the electronics maker’s stock valued at $2,417,000 after purchasing an additional 7,347 shares in the last quarter. Finally, Advyzon Investment Management LLC increased its stake in Amphenol by 101.6% in the second quarter. Advyzon Investment Management LLC now owns 6,054 shares of the electronics maker’s stock valued at $598,000 after purchasing an additional 3,051 shares during the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

    Insider Buying and Selling at Amphenol

    In other Amphenol news, CFO Craig A. Lampo sold 258,000 shares of the business’s stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $143.20, for a total transaction of $36,945,600.00. Following the transaction, the chief financial officer owned 167,695 shares in the company, valued at approximately $24,013,924. The trade was a 60.61% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Luc Walter sold 365,118 shares of the stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $134.65, for a total value of $49,163,138.70. Following the transaction, the insider directly owned 433,742 shares of the company’s stock, valued at approximately $58,403,360.30. This trade represents a 45.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 1,063,194 shares of company stock valued at $148,244,445. Insiders own 1.67% of the company’s stock.

    Amphenol Stock Down 0.8%

    Amphenol stock opened at $135.16 on Thursday. The stock has a 50 day moving average of $136.79 and a two-hundred day moving average of $119.71. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $144.37. The stock has a market capitalization of $165.44 billion, a price-to-earnings ratio of 45.05, a PEG ratio of 1.07 and a beta of 1.19. The company has a current ratio of 2.07, a quick ratio of 1.52 and a debt-to-equity ratio of 0.57.

    Amphenol (NYSE:APH – Get Free Report) last released its quarterly earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 EPS for the quarter, topping the consensus estimate of $0.79 by $0.14. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The business had revenue of $6.19 billion during the quarter, compared to analysts’ expectations of $5.54 billion. During the same quarter in the prior year, the business earned $0.50 earnings per share. The company’s quarterly revenue was up 53.4% compared to the same quarter last year. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.890-0.910 EPS. As a group, research analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

    Amphenol Increases Dividend

    The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Stockholders of record on Tuesday, December 16th will be paid a $0.25 dividend. This is a boost from Amphenol’s previous quarterly dividend of $0.17. The ex-dividend date is Tuesday, December 16th. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is 33.33%.

    Analyst Upgrades and Downgrades

    Several analysts have recently weighed in on APH shares. Evercore ISI boosted their price objective on shares of Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 7th. Citigroup boosted their price target on shares of Amphenol from $145.00 to $160.00 and gave the company a “buy” rating in a research report on Thursday, October 23rd. The Goldman Sachs Group set a $154.00 price objective on Amphenol and gave the stock a “buy” rating in a report on Thursday, October 23rd. Truist Financial boosted their target price on Amphenol from $147.00 to $180.00 and gave the company a “buy” rating in a report on Friday, December 19th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, October 8th. Ten research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $134.08.

    Read Our Latest Stock Analysis on Amphenol

    Amphenol Company Profile

    (Free Report)

    Amphenol Corporation (NYSE: APH) is a leading global manufacturer of electronic and fiber optic connectors, interconnect systems, and related components. The company designs, engineers and produces a broad range of products including electrical connectors, cable assemblies, fiber optic solutions, sensors, antennas and electromechanical devices used to transfer power, signal and data across complex systems. Its product portfolio spans ruggedized connectors for harsh environments to high-speed solutions for data centers and telecommunications networks.

    Amphenol serves a diverse set of end markets, including automotive, broadband and telecom, data communications, mobile devices, industrial, energy, and military/aerospace.

    Read More

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

    Institutional Ownership by Quarter for Amphenol (NYSE:APH)



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  • Calamos Wealth Management LLC Grows Position in Vanguard S&P 500 ETF $VOO

    Calamos Wealth Management LLC raised its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 41.2% in the third quarter, HoldingsChannel.com reports. The fund owned 11,856 shares of the company’s stock after purchasing an additional 3,459 shares during the quarter. Calamos Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $7,260,000 at the end of the most recent reporting period.

    A number of other large investors have also made changes to their positions in VOO. Capital Wealth Alliance LLC lifted its stake in shares of Vanguard S&P 500 ETF by 1.9% in the 2nd quarter. Capital Wealth Alliance LLC now owns 7,919 shares of the company’s stock valued at $4,498,000 after purchasing an additional 148 shares in the last quarter. Capital Advisors Wealth Management LLC lifted its position in Vanguard S&P 500 ETF by 228.1% during the third quarter. Capital Advisors Wealth Management LLC now owns 2,408 shares of the company’s stock valued at $1,475,000 after buying an additional 1,674 shares in the last quarter. Fermata Advisors LLC grew its stake in Vanguard S&P 500 ETF by 21.5% during the third quarter. Fermata Advisors LLC now owns 15,139 shares of the company’s stock worth $9,271,000 after buying an additional 2,680 shares during the period. Dynamic Advisor Solutions LLC increased its position in shares of Vanguard S&P 500 ETF by 30.9% in the third quarter. Dynamic Advisor Solutions LLC now owns 28,602 shares of the company’s stock worth $17,515,000 after acquiring an additional 6,748 shares in the last quarter. Finally, Affinity Capital Advisors LLC raised its stake in shares of Vanguard S&P 500 ETF by 66.3% in the 2nd quarter. Affinity Capital Advisors LLC now owns 9,297 shares of the company’s stock valued at $5,281,000 after acquiring an additional 3,707 shares during the period.

    Vanguard S&P 500 ETF Trading Down 0.1%

    NYSEARCA:VOO opened at $631.72 on Wednesday. The firm’s fifty day simple moving average is $624.20 and its 200 day simple moving average is $601.55. Vanguard S&P 500 ETF has a twelve month low of $442.80 and a twelve month high of $636.08. The firm has a market capitalization of $786.12 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00.

    Key Vanguard S&P 500 ETF News

    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.

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



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  • Permanent Capital Management LP Makes New Investment in Costco Wholesale Corporation $COST

    Permanent Capital Management LP acquired a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 944 shares of the retailer’s stock, valued at approximately $874,000.

    A number of other institutional investors and hedge funds have also made changes to their positions in COST. Brighton Jones LLC grew its stake in Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after buying an additional 2,172 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of Costco Wholesale by 13.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after acquiring an additional 130 shares in the last quarter. Saudi Central Bank acquired a new position in shares of Costco Wholesale during the 1st quarter valued at $166,000. Calton & Associates Inc. acquired a new stake in Costco Wholesale in the 1st quarter valued at $558,000. Finally, Retirement Planning Co of New England Inc. acquired a new stake in Costco Wholesale in the 1st quarter valued at $225,000. 68.48% of the stock is currently owned by institutional investors and hedge funds.

    Costco Wholesale Stock Performance

    Shares of COST opened at $873.35 on Monday. The firm has a market cap of $387.65 billion, a price-to-earnings ratio of 46.78, a PEG ratio of 5.23 and a beta of 1.00. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The business’s 50 day moving average is $902.38 and its two-hundred day moving average is $938.67. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,078.23.

    Costco Wholesale (NASDAQ:COST – Get Free Report) last issued its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. The business had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The business’s revenue was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.04 earnings per share. Analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

    Costco Wholesale Dividend Announcement

    The business also recently announced a quarterly dividend, which was paid on Friday, November 14th. Stockholders of record on Friday, October 31st were paid a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Friday, October 31st. Costco Wholesale’s dividend payout ratio is 27.85%.

    Insider Transactions at Costco Wholesale

    In other Costco Wholesale news, EVP Claudine Adamo sold 2,700 shares of the stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $935.68, for a total transaction of $2,526,336.00. Following the transaction, the executive vice president owned 6,851 shares of the company’s stock, valued at $6,410,343.68. This trade represents a 28.27% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP William Richard Wilcox sold 2,400 shares of Costco Wholesale stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $930.13, for a total value of $2,232,312.00. Following the completion of the transaction, the executive vice president owned 2,000 shares of the company’s stock, valued at approximately $1,860,260. The trade was a 54.55% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 6,339 shares of company stock valued at $5,916,642. Insiders own 0.10% of the company’s stock.

    Trending Headlines about Costco Wholesale

    Here are the key news stories impacting Costco Wholesale this week:

    • Positive Sentiment: Northcoast Research upgraded COST from Neutral to Buy and set a $1,100 price target (roughly +26% upside from recent levels), a near-term catalyst for bullish flows. Northcoast Upgrade
    • Positive Sentiment: Yahoo Finance reports Costco “breaks 3 records” — a headline that reinforces momentum around membership, sales and comps (positively read by investors even before full detail disclosure). Costco breaks 3 records
    • Positive Sentiment: Forbes published a piece outlining specific catalysts and execution paths that could drive a rally in COST — a constructive analyst/strategy view that supports more optimistic positioning. How Costco Stock Can Rally
    • Positive Sentiment: The Motley Fool (and syndicated repeat) published bullish commentary framing COST as a long-term wealth-builder, reinforcing investor confidence in the membership model and repeat purchase economics. Is Costco Stock a Multimillionaire Maker?
    • Neutral Sentiment: Zacks compares Target vs. Costco on upside potential — this frames COST as resilient (membership/digital momentum) but highlights peer execution differences investors are weighing. Target vs. Costco
    • Neutral Sentiment: MarketBeat flagged COST as among household names showing rare oversold signals into year-end — a technical setup that can attract short-term buying if momentum stabilizes. Oversold Signals
    • Neutral Sentiment: Zacks noted increased investor attention on COST (summary pieces that raise visibility but don’t change fundamentals). Investor Attention
    • Neutral Sentiment: Consumer/operational items — a regional product feature (MSN), holiday hours/closures and a planned one-day shutdown article — are interest items for customers but unlikely to move fundamentals materially. Regional Costco Find Holiday Closure

    Wall Street Analyst Weigh In

    Several brokerages have recently weighed in on COST. Truist Financial decreased their target price on Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating for the company in a research report on Friday, December 12th. Cowen reissued a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Evercore ISI decreased their price target on Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating for the company in a report on Friday, September 26th. Jefferies Financial Group reiterated a “buy” rating on shares of Costco Wholesale in a research note on Thursday, October 9th. Finally, Hovde Group assumed coverage on shares of Costco Wholesale in a research report on Tuesday, November 18th. They set a “market perform” rating and a $16.00 target price on the stock. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $992.08.

    Check Out Our Latest Stock Report on COST

    Costco Wholesale Profile

    (Free Report)

    Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

    Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.

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    Institutional Ownership by Quarter for Costco Wholesale (NASDAQ:COST)



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  • 200,000 Shares in NVIDIA Corporation $NVDA Purchased by Svenska Handelsbanken AB publ

    Svenska Handelsbanken AB publ bought a new position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 200,000 shares of the computer hardware maker’s stock, valued at approximately $37,316,000. NVIDIA comprises approximately 13.1% of Svenska Handelsbanken AB publ’s portfolio, making the stock its biggest holding.

    A number of other large investors have also recently modified their holdings of the business. Kingstone Capital Partners Texas LLC grew its stake in NVIDIA by 267,959.7% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 382,373,765 shares of the computer hardware maker’s stock worth $64,976,521,000 after buying an additional 382,231,120 shares in the last quarter. Norges Bank purchased a new stake in shares of NVIDIA during the 2nd quarter valued at $51,386,863,000. Nuveen LLC bought a new stake in shares of NVIDIA during the 1st quarter worth $15,089,414,000. Goldman Sachs Group Inc. grew its position in NVIDIA by 123.5% in the first quarter. Goldman Sachs Group Inc. now owns 187,995,213 shares of the computer hardware maker’s stock worth $20,374,921,000 after acquiring an additional 103,889,872 shares in the last quarter. Finally, Laurel Wealth Advisors LLC increased its stake in NVIDIA by 15,496.1% in the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock valued at $3,454,534,000 after acquiring an additional 21,725,326 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.

    Key Headlines Impacting NVIDIA

    Here are the key news stories impacting NVIDIA this week:

    • Positive Sentiment: NVIDIA struck a ~ $20B agreement to license Groq’s inference technology and bring key Groq engineers into NVIDIA, which investors view as a fast way to close a latency/speed gap for inference workloads and extend NVIDIA’s moat. NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals
    • Positive Sentiment: Multiple outlets and TV segments frame the Groq deal as market‑moving — coverage highlights the strategic urgency (speed for inference) and immediate market reaction, supporting the near‑term bullish case. Nvidia strikes $20 billion deal with Groq: Here’s what you need to know
    • Positive Sentiment: Wall Street momentum: major firms reaffirmed/raised bullish ratings and price targets (e.g., $275 PTs reported), supporting further upside expectations as analysts bake the deal into 2026 modeling. Analyst price target reports
    • Neutral Sentiment: Deal structure is non‑traditional — a non‑exclusive license plus talent hires (Groq stays independent) — which accelerates integration while aiming to avoid lengthy antitrust review; that reduces near‑term regulatory drag but leaves some legal/competitive ambiguity. Nvidia-Groq deal is structured to keep ‘fiction of competition alive’
    • Positive Sentiment: Technical/strategic rationale: analysts and deep‑dive pieces argue Groq’s LPU/compiler tech can materially improve real‑time inference throughput and energy efficiency — a potential product advantage for cloud and robotics customers. Why Nvidia Needs Groq To Win The War Against Google’s TPUs
    • Neutral Sentiment: Financing and cash use: while NVDA’s huge free cash flow can fund the deal, $20B is material — some analysts flag near‑term balance‑sheet and capital allocation questions (and one note argued “cash problem” risks). Monitor cash deployment and buyback/dividend policy. Nvidia Has A Cash Problem
    • Negative Sentiment: Emerging competitive risk: a MarketBeat piece warns MetaX’s rapid IPO surge and other deep‑tech entrants could pose a meaningful long‑term threat to NVIDIA’s dominance into 2026 — worth tracking as rivals commercialize low‑latency stacks. Is MetaX a NVIDIA Threat—or Just Another DeepSeek Market Scare?

    Analyst Ratings Changes

    Several equities research analysts have issued reports on NVDA shares. Benchmark lifted their price target on NVIDIA from $220.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Stifel Nicolaus boosted their target price on NVIDIA from $212.00 to $250.00 and gave the stock a “buy” rating in a research report on Tuesday, November 18th. Rosenblatt Securities increased their price target on shares of NVIDIA from $240.00 to $245.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. UBS Group reissued a “buy” rating on shares of NVIDIA in a research note on Tuesday, December 9th. Finally, Wolfe Research upped their price objective on shares of NVIDIA from $230.00 to $250.00 and gave the company an “outperform” rating in a research note on Thursday, November 20th. Five analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Buy” and a consensus price target of $262.14.

    Get Our Latest Stock Analysis on NVDA

    NVIDIA Stock Up 1.0%

    Shares of NASDAQ NVDA opened at $190.53 on Friday. The firm’s fifty day moving average is $186.12 and its 200 day moving average is $176.77. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. The company has a market cap of $4.63 trillion, a price-to-earnings ratio of 47.28, a PEG ratio of 0.93 and a beta of 2.29.

    NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, beating the consensus estimate of $1.23 by $0.07. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The business had revenue of $57.01 billion during the quarter, compared to analysts’ expectations of $54.66 billion. During the same quarter in the prior year, the company posted $0.81 EPS. The firm’s revenue for the quarter was up 62.5% compared to the same quarter last year. On average, equities research analysts expect 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. Investors of record on Thursday, December 4th were issued a dividend of $0.01 per share. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. The ex-dividend date was Thursday, December 4th. NVIDIA’s payout ratio is currently 0.99%.

    Insiders Place Their Bets

    In related news, CEO Jen Hsun Huang sold 75,000 shares of the company’s stock in a transaction that occurred on Monday, October 20th. The stock was sold at an average price of $183.38, for a total transaction of $13,753,500.00. Following the completion of the transaction, the chief executive officer owned 70,033,203 shares in the company, valued at $12,842,688,766.14. This represents a 0.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Debora Shoquist sold 80,000 shares of the firm’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $184.65, for a total value of $14,772,000.00. Following the completion of the sale, the executive vice president directly owned 1,574,443 shares of the company’s stock, valued at $290,720,899.95. The trade was a 4.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 2,161,474 shares of company stock worth $396,157,992. 4.17% of the stock is currently owned by company insiders.

    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.

    Further Reading

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    Institutional Ownership by Quarter for NVIDIA (NASDAQ:NVDA)



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  • UnitedHealth Group Incorporated $UNH Stock Holdings Lifted by Carnegie Investment Counsel

    Carnegie Investment Counsel lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 105,621 shares of the healthcare conglomerate’s stock after acquiring an additional 2,316 shares during the quarter. Carnegie Investment Counsel’s holdings in UnitedHealth Group were worth $36,471,000 at the end of the most recent reporting period.

    A number of other large investors have also made changes to their positions in the company. Bayforest Capital Ltd boosted its holdings in shares of UnitedHealth Group by 685.7% during the first quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 48 shares during the period. LFA Lugano Financial Advisors SA acquired a new stake in UnitedHealth Group during the second quarter valued at $25,000. Sagard Holdings Management Inc. acquired a new position in UnitedHealth Group in the 2nd quarter worth about $29,000. Islay Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $31,000. Finally, Nova Wealth Management Inc. lifted its stake in UnitedHealth Group by 339.1% in the first quarter. Nova Wealth Management Inc. now owns 101 shares of the healthcare conglomerate’s stock valued at $53,000 after acquiring an additional 78 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

    UnitedHealth Group Trading Up 1.3%

    UNH stock opened at $331.76 on Friday. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. The firm has a market cap of $300.52 billion, a P/E ratio of 17.32, a P/E/G ratio of 2.13 and a beta of 0.43. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The business’s 50 day moving average is $333.71 and its 200-day moving average is $318.99.

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

    UnitedHealth Group Dividend Announcement

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

    Analyst Ratings Changes

    Several equities analysts have commented on the stock. Barclays increased their target price on shares of UnitedHealth Group from $352.00 to $386.00 and gave the stock an “overweight” rating in a research report on Thursday, October 9th. Deutsche Bank Aktiengesellschaft downgraded UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target on the stock. in a report on Wednesday, October 29th. Mizuho upped their price objective on shares of UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a report on Thursday, October 9th. Piper Sandler lowered their price target on UnitedHealth Group from $423.00 to $417.00 and set an “overweight” rating on the stock in a research report on Tuesday, October 28th. Finally, Morgan Stanley increased their target price on UnitedHealth Group from $325.00 to $395.00 and gave the company an “overweight” rating in a research note on Friday, September 12th. Seventeen research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $385.54.

    View Our Latest Analysis on UNH

    UnitedHealth Group 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.

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



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  • Capital Advisors Wealth Management LLC Buys 1,674 Shares of Vanguard S&P 500 ETF $VOO

    Capital Advisors Wealth Management LLC lifted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 228.1% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 2,408 shares of the company’s stock after buying an additional 1,674 shares during the quarter. Capital Advisors Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth $1,475,000 as of its most recent SEC filing.

    A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Vanguard Group Inc. boosted its holdings in shares of 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 worth $20,883,043,000 after acquiring an additional 2,313,230 shares during the period. California Public Employees Retirement System lifted its holdings in Vanguard S&P 500 ETF by 17.9% during the 2nd quarter. California Public Employees Retirement System now owns 25,883,852 shares of the company’s stock worth $14,702,804,000 after purchasing an additional 3,931,698 shares during the last quarter. Bank of America Corp DE boosted its stake in Vanguard S&P 500 ETF by 2.2% in the 2nd quarter. Bank of America Corp DE now owns 25,095,520 shares of the company’s stock valued at $14,255,008,000 after purchasing an additional 538,659 shares during the period. Goldman Sachs Group Inc. grew its holdings in Vanguard S&P 500 ETF by 2.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 13,225,319 shares of the company’s stock valued at $6,796,624,000 after buying an additional 373,546 shares in the last quarter. Finally, Envestnet Asset Management Inc. increased its position in Vanguard S&P 500 ETF by 1.2% during the 2nd quarter. Envestnet Asset Management Inc. now owns 11,926,171 shares of the company’s stock worth $6,774,413,000 after buying an additional 146,269 shares during the period.

    Vanguard S&P 500 ETF Stock Performance

    VOO opened at $634.78 on Friday. The stock has a fifty day moving average of $623.12 and a 200-day moving average of $599.19. The company has a market capitalization of $789.93 billion, a P/E ratio of 24.97 and a beta of 1.00. Vanguard S&P 500 ETF has a fifty-two week low of $442.80 and a fifty-two week high of $635.32.

    About Vanguard S&P 500 ETF

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



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  • Cornercap Investment Counsel Inc. Takes $1.58 Million Position in Waste Management, Inc. $WM

    Cornercap Investment Counsel Inc. bought a new position in Waste Management, Inc. (NYSE:WM – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 7,169 shares of the business services provider’s stock, valued at approximately $1,583,000.

    Several other large investors have also added to or reduced their stakes in the company. Saudi Central Bank bought a new stake in shares of Waste Management during the 1st quarter valued at $37,000. GKV Capital Management Co. Inc. purchased a new stake in Waste Management in the 1st quarter worth $38,000. Loomis Sayles & Co. L P bought a new stake in Waste Management during the second quarter valued at about $40,000. Wealth Watch Advisors INC bought a new position in Waste Management in the 2nd quarter worth approximately $43,000. Finally, eCIO Inc. bought a new stake in shares of Waste Management during the first quarter valued at approximately $53,000. Hedge funds and other institutional investors own 80.40% of the company’s stock.

    Insider Activity at Waste Management

    In related news, SVP Rafael Carrasco sold 1,380 shares of the company’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $217.06, for a total transaction of $299,542.80. Following the transaction, the senior vice president directly owned 15,540 shares in the company, valued at approximately $3,373,112.40. This represents a 8.16% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.18% of the company’s stock.

    Waste Management Trading Up 0.5%

    Shares of WM stock opened at $221.39 on Thursday. The company has a market cap of $89.19 billion, a PE ratio of 34.86, a price-to-earnings-growth ratio of 2.72 and a beta of 0.58. Waste Management, Inc. has a 1 year low of $194.11 and a 1 year high of $242.58. The stock’s 50 day simple moving average is $211.51 and its two-hundred day simple moving average is $220.73. The company has a debt-to-equity ratio of 2.36, a current ratio of 0.84 and a quick ratio of 0.80.

    Waste Management (NYSE:WM – Get Free Report) last released its earnings results on Monday, October 27th. The business services provider reported $1.98 earnings per share for the quarter, missing the consensus estimate of $2.01 by ($0.03). The company had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.51 billion. Waste Management had a net margin of 10.35% and a return on equity of 33.00%. The business’s revenue for the quarter was up 14.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.96 EPS. Research analysts predict that Waste Management, Inc. will post 7.7 earnings per share for the current year.

    Waste Management Dividend Announcement

    The company also recently announced a quarterly dividend, which was paid on Friday, December 19th. Stockholders of record on Friday, December 5th were issued a $0.825 dividend. This represents a $3.30 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Friday, December 5th. Waste Management’s dividend payout ratio (DPR) is 51.97%.

    Analysts Set New Price Targets

    WM has been the subject of a number of research reports. Barclays dropped their target price on shares of Waste Management from $271.00 to $266.00 and set an “overweight” rating for the company in a research report on Wednesday, October 29th. Royal Bank Of Canada cut their price objective on Waste Management from $234.00 to $223.00 and set a “sector perform” rating for the company in a research report on Wednesday, October 29th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Waste Management in a research report on Monday. Citigroup raised their price target on Waste Management from $268.00 to $270.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Finally, Sanford C. Bernstein began coverage on Waste Management in a research note on Wednesday, November 12th. They issued an “outperform” rating and a $255.00 price objective on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $248.95.

    View Our Latest Research Report on Waste Management

    Waste Management Profile

    (Free Report)

    Waste Management, Inc (NYSE: WM) is a leading provider of integrated waste management and environmental services in North America. The company offers end-to-end solutions that span collection, transfer, disposal and recycling, along with landfill operations and related infrastructure. Headquartered in Houston, Texas, Waste Management serves a broad customer base that includes residential, commercial, industrial and municipal clients.

    Core services include curbside and commercial waste collection, roll-off and temporary container services, materials recovery and recycling, and engineered landfill disposal.

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    Institutional Ownership by Quarter for Waste Management (NYSE:WM)



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  • iShares Core U.S. Aggregate Bond ETF $AGG Position Increased by Ellenbecker Investment Group

    Ellenbecker Investment Group raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 648,841 shares of the company’s stock after acquiring an additional 50,564 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 9.6% of Ellenbecker Investment Group’s holdings, making the stock its 3rd biggest holding. Ellenbecker Investment Group’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $65,046,000 at the end of the most recent reporting period.

    Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Ally Invest Advisors Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 5.5% in the 2nd quarter. Ally Invest Advisors Inc. now owns 163,385 shares of the company’s stock valued at $16,208,000 after purchasing an additional 8,493 shares in the last quarter. Caldwell Trust Co purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at $10,566,000. Brown Advisory Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 27.1% during the 2nd quarter. Brown Advisory Inc. now owns 263,824 shares of the company’s stock worth $26,171,000 after buying an additional 56,205 shares during the last quarter. Aspect Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% in the 2nd quarter. Aspect Partners LLC now owns 43,231 shares of the company’s stock worth $4,289,000 after buying an additional 3,405 shares in the last quarter. Finally, Asset Allocation Strategies LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 41.8% during the 3rd quarter. Asset Allocation Strategies LLC now owns 83,358 shares of the company’s stock valued at $8,357,000 after acquiring an additional 24,580 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

    iShares Core U.S. Aggregate Bond ETF Trading Down 0.0%

    Shares of AGG opened at $99.80 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $101.35. The stock has a market cap of $134.30 billion, a P/E ratio of 124.57 and a beta of 0.25. The company has a 50-day moving average of $100.42 and a two-hundred day moving average of $99.58.

    About iShares Core U.S. Aggregate Bond ETF

    (Free Report)

    IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.

    Further Reading

    Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)



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  • SK Wealth Management LLC Acquires Shares of 1,316 Invesco QQQ $QQQ

    SK Wealth Management LLC acquired a new position in Invesco QQQ (NASDAQ:QQQ – Free Report) during the third quarter, Holdings Channel.com reports. The firm acquired 1,316 shares of the exchange traded fund’s stock, valued at approximately $803,000.

    A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Kingstone Capital Partners Texas LLC raised its stake in shares of Invesco QQQ by 704,593.7% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 67,615,365 shares of the exchange traded fund’s stock valued at $37,299,340,000 after buying an additional 67,605,770 shares during the last quarter. 1832 Asset Management L.P. raised its position in Invesco QQQ by 100.0% during the second quarter. 1832 Asset Management L.P. now owns 2,115 shares of the exchange traded fund’s stock valued at $1,167,000 after acquiring an additional 40,999,982 shares in the last quarter. Symphony Financial Ltd. Co. acquired a new position in Invesco QQQ in the second quarter valued at approximately $1,236,482,000. HRT Financial LP lifted its holdings in Invesco QQQ by 118.3% in the second quarter. HRT Financial LP now owns 3,145,578 shares of the exchange traded fund’s stock valued at $1,735,226,000 after acquiring an additional 1,704,600 shares during the period. Finally, JPMorgan Chase & Co. boosted its position in Invesco QQQ by 42.4% in the 2nd quarter. JPMorgan Chase & Co. now owns 4,895,265 shares of the exchange traded fund’s stock worth $2,700,424,000 after purchasing an additional 1,457,109 shares in the last quarter. 44.58% of the stock is currently owned by institutional investors and hedge funds.

    Invesco QQQ Stock Up 1.3%

    Shares of NASDAQ QQQ opened at $617.05 on Monday. The firm’s 50 day simple moving average is $614.14 and its 200-day simple moving average is $584.06. Invesco QQQ has a 12 month low of $402.39 and a 12 month high of $637.01.

    Invesco QQQ Increases Dividend

    The company also recently declared a quarterly dividend, which will be paid on Wednesday, December 31st. Investors of record on Monday, December 22nd will be given a dividend of $0.7941 per share. This is a boost from Invesco QQQ’s previous quarterly dividend of $0.69. This represents a $3.18 annualized dividend and a yield of 0.5%. The ex-dividend date is Monday, December 22nd.

    Invesco QQQ News Roundup

    Here are the key news stories impacting Invesco QQQ this week:

    • Positive Sentiment: Shareholders approved converting QQQ to an open‑ended ETF and Invesco immediately cut QQQ’s expense ratio by about 10%, lowering ongoing costs for holders and improving QQQ’s competitiveness — a likely catalyst for inflows. Invesco cuts QQQ expense ratio by 10% after shareholders approve open-ended ETF conversion
    • Positive Sentiment: Invesco’s broader “modernization” of QQQ (approved by investors) enables operational flexibility and a more standard ETF structure, which should make the fund more attractive to large institutional and retail buyers over time. Invesco QQQ Gets Green Light For Modernization
    • Positive Sentiment: Softer-than-expected November inflation helped lift growth names and ETFs tied to the Nasdaq‑100 by increasing the odds of Fed rate cuts next year — a key macro driver behind the recent bounce in QQQ. QQQ ETF News, 12-19-2025
    • Neutral Sentiment: QQQ remains above its 50‑day and 200‑day moving averages and close to its 52‑week high, indicating positive momentum, but that also raises the bar for additional upside without a fresh catalyst. (Context: recent market commentary and CPI reads.)
    • Negative Sentiment: A technical bearish signal on the Nasdaq‑100 chart was flagged today, suggesting a possible short‑term pullback or consolidation risk for QQQ after this rally; traders should watch support levels and volume for clues. The Nasdaq-100 ETF just flashed a bearish chart signal. Here’s what happens next.

    Invesco QQQ Company Profile

    (Free Report)

    PowerShares QQQ Trust, Series 1 is a unit investment trust that issues securities called Nasdaq-100 Index Tracking Stock. The Trust’s investment objective is to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Trust provides investors with the opportunity to purchase units of beneficial interest in the Trust representing proportionate undivided interests in the portfolio of securities held by the Trust, which consists of substantially all of the securities, in substantially the same weighting, as the component securities of the Nasdaq-100 Index.

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    Institutional Ownership by Quarter for Invesco QQQ (NASDAQ:QQQ)



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  • Broadcom Inc. $AVGO Stock Position Lowered by Stillwater Capital Advisors LLC

    Stillwater Capital Advisors LLC lessened its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 1.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 214,401 shares of the semiconductor manufacturer’s stock after selling 3,324 shares during the period. Broadcom comprises approximately 8.0% of Stillwater Capital Advisors LLC’s investment portfolio, making the stock its biggest holding. Stillwater Capital Advisors LLC’s holdings in Broadcom were worth $70,733,000 at the end of the most recent reporting period.

    Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Sawyer & Company Inc lifted its holdings in shares of Broadcom by 62.1% in the 2nd quarter. Sawyer & Company Inc now owns 94 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 36 shares during the period. Longfellow Investment Management Co. LLC bought a new stake in shares of Broadcom in the second quarter valued at about $27,000. Legend Financial Advisors Inc. purchased a new stake in Broadcom in the second quarter worth about $28,000. Teachers Insurance & Annuity Association of America bought a new position in Broadcom during the 2nd quarter worth about $28,000. Finally, LGT Financial Advisors LLC purchased a new position in Broadcom during the 2nd quarter valued at about $31,000. Institutional investors own 76.43% of the company’s stock.

    Broadcom News Summary

    Here are the key news stories impacting Broadcom this week:

    Insider Transactions at Broadcom

    In related news, CEO Hock E. Tan sold 100,000 shares of Broadcom stock in a transaction that occurred on Tuesday, September 23rd. The shares were sold at an average price of $339.58, for a total value of $33,958,000.00. Following the completion of the sale, the chief executive officer directly owned 725,638 shares in the company, valued at $246,412,152.04. This trade represents a 12.11% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Kirsten M. Spears sold 3,714 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $327.79, for a total transaction of $1,217,412.06. Following the transaction, the chief financial officer owned 307,237 shares in the company, valued at $100,709,216.23. The trade was a 1.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 863,577 shares of company stock worth $311,694,744 over the last ninety days. 2.00% of the stock is currently owned by insiders.

    Broadcom Stock Performance

    Shares of AVGO opened at $340.36 on Friday. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. The firm has a market cap of $1.61 trillion, a PE ratio of 71.50, a P/E/G ratio of 1.17 and a beta of 1.19. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61. The stock has a fifty day moving average price of $362.98 and a 200-day moving average price of $321.10.

    Broadcom (NASDAQ:AVGO – Get Free Report) last announced its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, topping the consensus estimate of $1.87 by $0.08. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The firm had revenue of $18.02 billion for the quarter, compared to the consensus estimate of $17.46 billion. During the same period in the previous year, the business earned $1.42 EPS. The firm’s revenue for the quarter was up 28.2% on a year-over-year basis. Equities research analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

    Broadcom Increases Dividend

    The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 31st. Investors of record on Monday, December 22nd will be given a $0.65 dividend. This represents a $2.60 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Monday, December 22nd. This is an increase from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s payout ratio is 49.58%.

    Wall Street Analysts Forecast Growth

    Several brokerages have recently weighed in on AVGO. Susquehanna reaffirmed a “positive” rating and issued a $450.00 price target (up previously from $400.00) on shares of Broadcom in a research report on Thursday, December 4th. JPMorgan Chase & Co. upped their target price on Broadcom from $400.00 to $475.00 and gave the stock an “overweight” rating in a report on Friday, December 12th. TD Cowen increased their target price on Broadcom from $405.00 to $450.00 and gave the company a “buy” rating in a research report on Friday, December 12th. Argus boosted their price target on Broadcom from $285.00 to $375.00 and gave the stock a “buy” rating in a research report on Monday, September 8th. Finally, Barclays restated an “overweight” rating and set a $500.00 price objective (up from $450.00) on shares of Broadcom in a research note on Friday, December 12th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, Broadcom currently has an average rating of “Buy” and an average target price of $436.33.

    Read Our Latest Research Report on AVGO

    Broadcom Company Profile

    (Free Report)

    Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.

    On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.

    See Also

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    Institutional Ownership by Quarter for Broadcom (NASDAQ:AVGO)



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  • Dynamic Advisor Solutions LLC Grows Stock Holdings in Tesla, Inc. $TSLA

    Dynamic Advisor Solutions LLC boosted its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.1% during the third quarter, Holdings Channel reports. The firm owned 90,247 shares of the electric vehicle producer’s stock after purchasing an additional 1,820 shares during the quarter. Tesla comprises about 1.2% of Dynamic Advisor Solutions LLC’s holdings, making the stock its 12th biggest position. Dynamic Advisor Solutions LLC’s holdings in Tesla were worth $40,135,000 as of its most recent filing with the Securities & Exchange Commission.

    A number of other large investors have also added to or reduced their stakes in the stock. Norges Bank bought a new stake in shares of Tesla in the second quarter worth $11,839,824,000. Kingstone Capital Partners Texas LLC boosted its position in Tesla by 581,880.5% in the second quarter. Kingstone Capital Partners Texas LLC now owns 6,436,704 shares of the electric vehicle producer’s stock worth $2,044,683,000 after purchasing an additional 6,435,598 shares during the last quarter. Vanguard Group Inc. boosted its position in Tesla by 1.8% in the second quarter. Vanguard Group Inc. now owns 251,390,681 shares of the electric vehicle producer’s stock worth $79,856,764,000 after purchasing an additional 4,502,976 shares during the last quarter. Amundi grew its stake in shares of Tesla by 29.4% during the 1st quarter. Amundi now owns 16,771,882 shares of the electric vehicle producer’s stock valued at $4,482,789,000 after purchasing an additional 3,814,610 shares during the period. Finally, Caxton Associates LLP purchased a new stake in shares of Tesla during the 1st quarter valued at about $469,339,000. Institutional investors own 66.20% of the company’s stock.

    Analyst Upgrades and Downgrades

    TSLA has been the topic of a number of research reports. President Capital raised their price objective on shares of Tesla from $373.00 to $529.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. BNP Paribas Exane started coverage on shares of Tesla in a research report on Thursday, October 16th. They issued an “underperform” rating and a $307.00 price target on the stock. Needham & Company LLC reissued a “hold” rating on shares of Tesla in a research report on Thursday, October 23rd. Roth Capital set a $505.00 price objective on Tesla and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Finally, Cantor Fitzgerald set a $510.00 target price on Tesla and gave the company an “overweight” rating in a research report on Thursday, October 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, fourteen have issued a Hold rating and nine have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Tesla presently has a consensus rating of “Hold” and an average price target of $404.14.

    Get Our Latest Analysis on TSLA

    Insider Buying and Selling

    In related news, CFO Vaibhav Taneja sold 2,637 shares of the business’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $443.93, for a total value of $1,170,643.41. Following the transaction, the chief financial officer directly owned 13,757 shares of the company’s stock, valued at approximately $6,107,145.01. The trade was a 16.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Kimbal Musk sold 56,820 shares of the stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $450.66, for a total transaction of $25,606,501.20. Following the sale, the director directly owned 1,391,615 shares of the company’s stock, valued at approximately $627,145,215.90. This trade represents a 3.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 19.90% of the stock is currently owned by insiders.

    Tesla Stock Down 0.4%

    TSLA opened at $481.20 on Friday. The stock has a market cap of $1.60 trillion, a price-to-earnings ratio of 320.80, a price-to-earnings-growth ratio of 12.08 and a beta of 1.87. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.67 and a current ratio of 2.07. The firm’s fifty day moving average is $439.98 and its 200 day moving average is $380.55. Tesla, Inc. has a fifty-two week low of $214.25 and a fifty-two week high of $495.28.

    Tesla (NASDAQ:TSLA – Get Free Report) last posted its quarterly earnings results on Thursday, October 23rd. The electric vehicle producer reported $0.50 EPS for the quarter, beating analysts’ consensus estimates of $0.48 by $0.02. The business had revenue of $28.10 billion for the quarter, compared to analysts’ expectations of $24.98 billion. Tesla had a return on equity of 6.61% and a net margin of 5.51%.The business’s quarterly revenue was up 11.6% on a year-over-year basis. During the same period last year, the firm earned $0.72 earnings per share. On average, sell-side analysts forecast that Tesla, Inc. will post 2.56 earnings per share for the current fiscal year.

    Key Headlines Impacting Tesla

    Here are the key news stories impacting Tesla this week:

    • Positive Sentiment: Analysts are lifting targets and reiterating bullish views, providing near‑term support for the rally — Deutsche Bank bumped its target to $500 and other firms (Mizuho, CICC, Truist) have issued bullish notes. Article
    • Positive Sentiment: Tesla committed ~$1.2B to battery cell production in Germany (8 GWh target from 2027), a strategic capex that supports localization, margin improvement and long‑term EV supply. Article
    • Positive Sentiment: Robotaxi and Cybercab testing appears to be accelerating (production‑ready units seen in streets), keeping momentum behind Tesla’s high‑value autonomy thesis that investors are pricing in. Article
    • Positive Sentiment: Tesla avoided a potential ~€11M fine in Italy over range claims, removing a modest legal overhang. Article
    • Neutral Sentiment: The Delaware Supreme Court reinstated Musk’s 2018 pay package, ending a years‑long legal dispute and removing uncertainty — but the scale of the award (now valued far higher) raises governance and dilution debates. Article
    • Neutral Sentiment: Large institutional repositioning: ARK/active managers have trimmed holdings recently (profit‑taking), which can amplify intraday volatility but doesn’t necessarily change the structural bull case. Article
    • Negative Sentiment: Regulatory and safety pressure persists: California actions on Autopilot/FSD marketing, a proposed federal/state focus on autonomy rules, and consumer safety complaints (e.g., door‑handle issues) keep legal/regulatory risk elevated. Article
    • Negative Sentiment: Core EV metrics remain mixed: U.S. vehicle sales have softened and operating expenses have risen as Tesla spends on autonomy/robotics — analysts warn near‑term margins and volumes could pressure sentiment if growth stalls. Article

    About Tesla

    (Free Report)

    Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.

    Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.

    Read More

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    Institutional Ownership by Quarter for Tesla (NASDAQ:TSLA)



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  • Thrivent Financial for Lutherans Sells 12,788 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

    Thrivent Financial for Lutherans decreased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 25.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,538 shares of the semiconductor company’s stock after selling 12,788 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Taiwan Semiconductor Manufacturing were worth $8,323,000 as of its most recent SEC filing.

    Other hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares in the last quarter. Charles Schwab Investment Management Inc. bought a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter valued at $908,000. EntryPoint Capital LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 4.7% in the 1st quarter. EntryPoint Capital LLC now owns 1,880 shares of the semiconductor company’s stock worth $312,000 after buying an additional 85 shares during the period. Tradition Wealth Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 3.4% during the 1st quarter. Tradition Wealth Management LLC now owns 5,274 shares of the semiconductor company’s stock worth $875,000 after buying an additional 175 shares in the last quarter. Finally, Capital Analysts LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 0.6% during the first quarter. Capital Analysts LLC now owns 17,226 shares of the semiconductor company’s stock valued at $2,860,000 after buying an additional 96 shares during the period. 16.51% of the stock is currently owned by institutional investors.

    Wall Street Analysts Forecast Growth

    A number of research firms recently weighed in on TSM. Sanford C. Bernstein upped their price objective on shares of Taiwan Semiconductor Manufacturing from $290.00 to $330.00 and gave the stock an “outperform” rating in a research note on Sunday, December 7th. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, December 14th. Seven equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $355.00.

    Get Our Latest Report on TSM

    Taiwan Semiconductor Manufacturing Stock Up 2.9%

    Shares of Taiwan Semiconductor Manufacturing stock opened at $284.95 on Friday. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. The company has a market cap of $1.48 trillion, a P/E ratio of 29.23, a PEG ratio of 0.95 and a beta of 1.31. The firm’s 50 day moving average price is $292.36 and its 200-day moving average price is $258.79. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $313.98.

    Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last posted its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, beating analysts’ consensus estimates of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. The company had revenue of $32.36 billion during the quarter, compared to analysts’ expectations of $951.89 billion. During the same quarter in the prior year, the company posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing’s revenue for the quarter was up 40.1% compared to the same quarter last year. On average, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

    Taiwan Semiconductor Manufacturing Increases Dividend

    The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be given a $0.9678 dividend. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s payout ratio is 25.85%.

    Taiwan Semiconductor Manufacturing Company Profile

    (Free Report)

    Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others.

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



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  • Friday Financial Boosts Stake in Schwab International Equity ETF $SCHF

    Friday Financial lifted its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 77.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 262,700 shares of the company’s stock after purchasing an additional 114,515 shares during the period. Schwab International Equity ETF comprises about 2.6% of Friday Financial’s portfolio, making the stock its 12th largest holding. Friday Financial’s holdings in Schwab International Equity ETF were worth $6,116,000 at the end of the most recent quarter.

    A number of other hedge funds also recently bought and sold shares of the business. Hardin Capital Partners LLC increased its position in shares of Schwab International Equity ETF by 15.4% in the third quarter. Hardin Capital Partners LLC now owns 45,825 shares of the company’s stock valued at $1,067,000 after buying an additional 6,106 shares in the last quarter. Mirador Capital Partners LP acquired a new stake in Schwab International Equity ETF in the 3rd quarter valued at $225,000. Thrive Wealth Management LLC grew its stake in Schwab International Equity ETF by 2.7% in the 3rd quarter. Thrive Wealth Management LLC now owns 312,953 shares of the company’s stock valued at $7,286,000 after acquiring an additional 8,322 shares during the period. Orgel Wealth Management LLC increased its holdings in Schwab International Equity ETF by 2.2% in the 3rd quarter. Orgel Wealth Management LLC now owns 8,762,910 shares of the company’s stock worth $204,001,000 after acquiring an additional 192,479 shares in the last quarter. Finally, ACT Wealth Management LLC raised its position in Schwab International Equity ETF by 4.5% during the third quarter. ACT Wealth Management LLC now owns 906,903 shares of the company’s stock worth $21,113,000 after acquiring an additional 38,928 shares during the period.

    Schwab International Equity ETF Stock Down 0.6%

    SCHF opened at $23.67 on Wednesday. The firm’s fifty day simple moving average is $23.75 and its two-hundred day simple moving average is $22.92. Schwab International Equity ETF has a 52-week low of $17.56 and a 52-week high of $24.41. The company has a market cap of $52.42 billion, a price-to-earnings ratio of 16.14 and a beta of 0.86.

    Schwab International Equity ETF Company Profile

    (Free Report)

    Schwab Strategic Trust (the Trust) is an open-end management investment company. The Trust’s portfolio of funds include Schwab U.S. REIT ETF, Schwab U.S. Broad Market ETF, Schwab U.S. Large-Cap ETF, Schwab U.S. Large-Cap Growth ETF, Schwab U.S. Large-Cap Value ETF, Schwab U.S. Mid-Cap ETF, Schwab U.S.

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    Institutional Ownership by Quarter for Schwab International Equity ETF (NYSEARCA:SCHF)



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  • Cullen Capital Management LLC Boosts Holdings in EOG Resources, Inc. $EOG

    Cullen Capital Management LLC increased its holdings in EOG Resources, Inc. (NYSE:EOG – Free Report) by 4.7% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 576,470 shares of the energy exploration company’s stock after purchasing an additional 25,753 shares during the period. Cullen Capital Management LLC’s holdings in EOG Resources were worth $68,952,000 as of its most recent SEC filing.

    Several other institutional investors and hedge funds also recently made changes to their positions in EOG. Caitong International Asset Management Co. Ltd boosted its position in EOG Resources by 10,950.0% during the second quarter. Caitong International Asset Management Co. Ltd now owns 221 shares of the energy exploration company’s stock valued at $26,000 after buying an additional 219 shares during the period. Saudi Central Bank bought a new stake in shares of EOG Resources in the 1st quarter valued at about $28,000. Raleigh Capital Management Inc. purchased a new stake in EOG Resources during the 2nd quarter valued at about $29,000. ORG Partners LLC grew its position in EOG Resources by 45.1% during the 2nd quarter. ORG Partners LLC now owns 283 shares of the energy exploration company’s stock worth $34,000 after acquiring an additional 88 shares during the last quarter. Finally, Keener Financial Planning LLC bought a new position in EOG Resources during the 2nd quarter worth approximately $35,000. Institutional investors own 89.91% of the company’s stock.

    Analyst Upgrades and Downgrades

    Several analysts have weighed in on the company. Melius Research assumed coverage on EOG Resources in a research report on Wednesday, August 20th. They issued a “buy” rating and a $173.00 price objective for the company. Siebert Williams Shank decreased their target price on shares of EOG Resources from $155.00 to $145.00 and set a “buy” rating on the stock in a research note on Monday, October 13th. Melius initiated coverage on shares of EOG Resources in a report on Wednesday, August 20th. They set a “buy” rating and a $173.00 price target for the company. KeyCorp dropped their price target on shares of EOG Resources from $140.00 to $138.00 and set an “overweight” rating for the company in a research report on Wednesday, September 3rd. Finally, Wells Fargo & Company decreased their price objective on shares of EOG Resources from $127.00 to $126.00 and set an “overweight” rating on the stock in a research report on Tuesday, November 11th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and seventeen have given a Hold rating to the company’s stock. According to MarketBeat, EOG Resources has an average rating of “Hold” and an average target price of $139.43.

    Read Our Latest Report on EOG Resources

    EOG Resources Stock Performance

    Shares of EOG stock opened at $108.01 on Monday. The firm has a market capitalization of $58.61 billion, a price-to-earnings ratio of 10.76, a PEG ratio of 8.17 and a beta of 0.49. The stock has a fifty day moving average of $108.00 and a 200 day moving average of $115.05. EOG Resources, Inc. has a 52 week low of $102.52 and a 52 week high of $138.18. The company has a quick ratio of 1.43, a current ratio of 1.62 and a debt-to-equity ratio of 0.25.

    EOG Resources (NYSE:EOG – Get Free Report) last issued its quarterly earnings data on Thursday, November 6th. The energy exploration company reported $2.71 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.42 by $0.29. The business had revenue of $5.85 billion for the quarter, compared to the consensus estimate of $5.48 billion. EOG Resources had a net margin of 24.49% and a return on equity of 19.80%. The company’s quarterly revenue was down 2.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.89 EPS. As a group, research analysts expect that EOG Resources, Inc. will post 11.47 earnings per share for the current year.

    EOG Resources Dividend Announcement

    The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 30th. Shareholders of record on Friday, January 16th will be given a dividend of $1.02 per share. This represents a $4.08 annualized dividend and a yield of 3.8%. The ex-dividend date of this dividend is Friday, January 16th. EOG Resources’s payout ratio is presently 40.64%.

    EOG Resources Company Profile

    (Free Report)

    EOG Resources, Inc, together with its subsidiaries, explores for, develops, produces, and markets crude oil, natural gas liquids, and natural gas primarily in producing basins in the United States, the Republic of Trinidad and Tobago and internationally. The company was formerly known as Enron Oil & Gas Company.

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    Institutional Ownership by Quarter for EOG Resources (NYSE:EOG)



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  • Amazon.com, Inc. $AMZN Stake Boosted by Castleark Management LLC

    Castleark Management LLC lifted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 4.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 598,607 shares of the e-commerce giant’s stock after acquiring an additional 28,076 shares during the quarter. Amazon.com makes up 3.9% of Castleark Management LLC’s portfolio, making the stock its 4th biggest holding. Castleark Management LLC’s holdings in Amazon.com were worth $131,328,000 as of its most recent filing with the Securities and Exchange Commission.

    A number of other institutional investors have also recently bought and sold shares of the company. Kingstone Capital Partners Texas LLC grew its stake in shares of Amazon.com by 542,733.6% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 132,641,388 shares of the e-commerce giant’s stock valued at $29,100,194,000 after buying an additional 132,616,953 shares in the last quarter. Norges Bank bought a new stake in Amazon.com in the second quarter worth approximately $27,438,011,000. Nuveen LLC acquired a new position in shares of Amazon.com during the 1st quarter worth $11,674,091,000. Vanguard Group Inc. raised its holdings in shares of Amazon.com by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock valued at $186,420,422,000 after purchasing an additional 17,447,045 shares in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its stake in shares of Amazon.com by 22,085.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant’s stock valued at $2,671,634,000 after purchasing an additional 12,122,668 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

    Insiders Place Their Bets

    In related news, Director Daniel P. Huttenlocher sold 1,237 shares of Amazon.com stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $226.61, for a total transaction of $280,316.57. Following the sale, the director directly owned 26,148 shares of the company’s stock, valued at $5,925,398.28. This trade represents a 4.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Keith Brian Alexander sold 900 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $233.00, for a total value of $209,700.00. Following the completion of the transaction, the director directly owned 7,170 shares of the company’s stock, valued at approximately $1,670,610. This trade represents a 11.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 82,234 shares of company stock valued at $19,076,767 in the last quarter. 9.70% of the stock is currently owned by insiders.

    Amazon.com Stock Down 1.8%

    AMZN opened at $226.19 on Friday. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60. The business has a 50 day moving average of $229.35 and a 200-day moving average of $224.87. The stock has a market capitalization of $2.42 trillion, a price-to-earnings ratio of 31.95, a P/E/G ratio of 1.56 and a beta of 1.37. The company has a current ratio of 1.01, a quick ratio of 0.80 and a debt-to-equity ratio of 0.14.

    Amazon.com (NASDAQ:AMZN – Get Free Report) last released its earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, beating the consensus estimate of $1.57 by $0.38. The firm had revenue of $180.17 billion during the quarter, compared to analysts’ expectations of $177.53 billion. Amazon.com had a net margin of 11.06% and a return on equity of 23.62%. The business’s quarterly revenue was up 13.4% compared to the same quarter last year. During the same period in the prior year, the company earned $1.43 EPS. As a group, sell-side analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

    Analyst Ratings Changes

    AMZN has been the topic of several analyst reports. Wolfe Research increased their target price on shares of Amazon.com from $265.00 to $270.00 in a research report on Tuesday, September 30th. Oppenheimer reissued an “outperform” rating and set a $305.00 price objective (up previously from $290.00) on shares of Amazon.com in a report on Monday, December 1st. Arete Research raised their price objective on Amazon.com from $248.00 to $253.00 and gave the company a “buy” rating in a research note on Monday, October 27th. Deutsche Bank Aktiengesellschaft upped their target price on Amazon.com from $278.00 to $300.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Finally, New Street Research lifted their price target on shares of Amazon.com from $270.00 to $340.00 and gave the company a “buy” rating in a research report on Tuesday, November 4th. Two research analysts have rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and an average target price of $295.43.

    View Our Latest Stock Analysis on AMZN

    About Amazon.com

    (Free Report)

    Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.

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



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  • Costco Wholesale Corporation $COST Shares Bought by AQR Capital Management LLC

    AQR Capital Management LLC raised its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 37.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 602,948 shares of the retailer’s stock after purchasing an additional 163,855 shares during the period. Costco Wholesale accounts for approximately 0.5% of AQR Capital Management LLC’s portfolio, making the stock its 23rd largest holding. AQR Capital Management LLC’s holdings in Costco Wholesale were worth $596,460,000 as of its most recent SEC filing.

    A number of other hedge funds have also modified their holdings of the business. Vanguard Group Inc. lifted its position in shares of Costco Wholesale by 1.7% in the second quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock valued at $42,920,107,000 after acquiring an additional 711,560 shares in the last quarter. State Street Corp raised its stake in Costco Wholesale by 0.5% in the 2nd quarter. State Street Corp now owns 18,325,416 shares of the retailer’s stock valued at $18,141,062,000 after purchasing an additional 90,107 shares during the last quarter. Geode Capital Management LLC raised its stake in Costco Wholesale by 1.5% in the 2nd quarter. Geode Capital Management LLC now owns 10,275,056 shares of the retailer’s stock valued at $10,124,263,000 after purchasing an additional 150,844 shares during the last quarter. Norges Bank purchased a new position in Costco Wholesale in the 2nd quarter valued at about $5,692,035,000. Finally, Alliancebernstein L.P. boosted its stake in shares of Costco Wholesale by 0.4% during the 1st quarter. Alliancebernstein L.P. now owns 4,332,009 shares of the retailer’s stock worth $4,097,127,000 after purchasing an additional 18,045 shares during the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

    Wall Street Analyst Weigh In

    Several equities analysts recently issued reports on COST shares. Cowen reissued a “buy” rating on shares of Costco Wholesale in a research note on Friday. DA Davidson reiterated a “neutral” rating and issued a $1,000.00 price target on shares of Costco Wholesale in a report on Thursday, December 4th. The Goldman Sachs Group decreased their price objective on Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating on the stock in a report on Friday. BMO Capital Markets reiterated an “outperform” rating on shares of Costco Wholesale in a research note on Friday. Finally, UBS Group reiterated a “buy” rating on shares of Costco Wholesale in a research report on Friday. Eighteen analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat, Costco Wholesale currently has a consensus rating of “Moderate Buy” and a consensus price target of $998.70.

    Read Our Latest Analysis on Costco Wholesale

    Insider Transactions at Costco Wholesale

    In other news, insider Tiffany Marie Barbre sold 1,239 shares of the stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $934.62, for a total transaction of $1,157,994.18. Following the sale, the insider directly owned 5,155 shares in the company, valued at approximately $4,817,966.10. This represents a 19.38% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP William Richard Wilcox sold 2,400 shares of the stock in a transaction on Friday, November 7th. The stock was sold at an average price of $930.13, for a total value of $2,232,312.00. Following the completion of the sale, the executive vice president directly owned 2,000 shares in the company, valued at $1,860,260. This represents a 54.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 9,720 shares of company stock valued at $9,010,257. Company insiders own 0.18% of the company’s stock.

    Costco Wholesale Stock Down 0.0%

    Shares of NASDAQ:COST opened at $884.47 on Friday. The company has a market capitalization of $392.67 billion, a price-to-earnings ratio of 47.37, a price-to-earnings-growth ratio of 6.00 and a beta of 1.00. The company has a 50 day moving average of $916.22 and a two-hundred day moving average of $951.10. Costco Wholesale Corporation has a 52-week low of $867.12 and a 52-week high of $1,078.23. The company has a quick ratio of 0.55, a current ratio of 1.03 and a debt-to-equity ratio of 0.20.

    Costco Wholesale (NASDAQ:COST – Get Free Report) last posted its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating analysts’ consensus estimates of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 30.16%. The company had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. During the same period in the prior year, the company posted $4.04 EPS. The firm’s revenue for the quarter was up 8.3% on a year-over-year basis. As a group, analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

    Costco Wholesale Dividend Announcement

    The company also recently declared a quarterly dividend, which was paid on Friday, November 14th. Investors of record on Friday, October 31st were given a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, October 31st. Costco Wholesale’s dividend payout ratio is currently 28.56%.

    Costco Wholesale Profile

    (Free Report)

    Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, Mexico, Japan, the United Kingdom, Korea, Australia, Taiwan, China, Spain, France, Iceland, New Zealand, and Sweden. The company offers branded and private-label products in a range of merchandise categories.

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    Institutional Ownership by Quarter for Costco Wholesale (NASDAQ:COST)



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