ReportWire

Tag: Institutional Investor Holdings

  • Almanack Investment Partners LLC. Reduces Stake in Vanguard S&P 500 ETF $VOO

    Almanack Investment Partners LLC. cut its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 44.6% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 1,565 shares of the company’s stock after selling 1,261 shares during the period. Almanack Investment Partners LLC.’s holdings in Vanguard S&P 500 ETF were worth $889,000 at the end of the most recent reporting period.

    Several other large investors also recently bought and sold shares of the company. Afbi LP acquired a new stake in Vanguard S&P 500 ETF during the 1st quarter valued at $20,494,431,000. JPMorgan Chase & Co. raised its holdings in shares of Vanguard S&P 500 ETF by 23.9% in the first quarter. JPMorgan Chase & Co. now owns 29,230,561 shares of the company’s stock worth $15,021,878,000 after acquiring an additional 5,647,924 shares during the last quarter. Kingstone Capital Partners Texas LLC lifted its position in shares of Vanguard S&P 500 ETF by 601,326.3% in the second quarter. Kingstone Capital Partners Texas LLC now owns 4,113,756 shares of the company’s stock valued at $2,336,737,000 after acquiring an additional 4,113,072 shares in the last quarter. Vanguard Group Inc. boosted its stake in shares of Vanguard S&P 500 ETF by 5.9% during the first quarter. Vanguard Group Inc. now owns 34,450,749 shares of the company’s stock valued at $17,704,584,000 after acquiring an additional 1,933,389 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd boosted its stake in shares of Vanguard S&P 500 ETF by 101.5% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 2,789,453 shares of the company’s stock valued at $1,433,558,000 after acquiring an additional 1,405,030 shares during the last quarter.

    Vanguard S&P 500 ETF Trading Down 2.7%

    Shares of VOO stock opened at $600.51 on Monday. The company has a market capitalization of $747.28 billion, a price-to-earnings ratio of 24.97 and a beta of 1.00. The firm has a 50-day moving average price of $599.37 and a 200 day moving average price of $558.99. Vanguard S&P 500 ETF has a twelve month low of $442.80 and a twelve month high of $619.60.

    Vanguard S&P 500 ETF Company Profile

    (Free Report)

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

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

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



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  • Prime Capital Investment Advisors LLC Sells 884 Shares of iShares MSCI EAFE Growth ETF $EFG

    Prime Capital Investment Advisors LLC trimmed its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 22.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,043 shares of the company’s stock after selling 884 shares during the period. Prime Capital Investment Advisors LLC’s holdings in iShares MSCI EAFE Growth ETF were worth $341,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

    Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Breakwater Investment Management bought a new position in iShares MSCI EAFE Growth ETF during the 1st quarter worth about $28,000. AlphaCore Capital LLC bought a new position in iShares MSCI EAFE Growth ETF during the 1st quarter worth about $29,000. GAMMA Investing LLC grew its holdings in iShares MSCI EAFE Growth ETF by 9,900.0% during the 1st quarter. GAMMA Investing LLC now owns 400 shares of the company’s stock worth $40,000 after acquiring an additional 396 shares in the last quarter. Woodside Wealth Management LLC bought a new position in iShares MSCI EAFE Growth ETF during the 1st quarter worth about $40,000. Finally, Christopher J. Hasenberg Inc bought a new position in iShares MSCI EAFE Growth ETF during the 1st quarter worth about $42,000.

    iShares MSCI EAFE Growth ETF Price Performance

    Shares of iShares MSCI EAFE Growth ETF stock opened at $112.90 on Friday. iShares MSCI EAFE Growth ETF has a 1 year low of $88.66 and a 1 year high of $113.16. The firm’s 50-day moving average is $112.52 and its two-hundred day moving average is $108.43. The stock has a market cap of $13.28 billion, a price-to-earnings ratio of 24.98 and a beta of 0.96.

    iShares MSCI EAFE Growth ETF Company Profile

    (Free Report)

    iShares MSCI EAFE Growth ETF (the Fund), formerly iShares MSCI EAFE Growth Index Fund, is an exchange-traded fund (ETF). The Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI EAFE Growth Index (the Index). The Index is a subset of the MSCI EAFE Index and constituents of the Index include securities from Europe, Australasia (Australia and Asia), and the Far East.

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

    Institutional Ownership by Quarter for iShares MSCI EAFE Growth ETF (BATS:EFG)



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  • Oshkosh Corporation $OSK Shares Sold by Truist Financial Corp

    Truist Financial Corp lessened its position in Oshkosh Corporation (NYSE:OSK – Free Report) by 2.4% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 18,688 shares of the company’s stock after selling 455 shares during the period. Truist Financial Corp’s holdings in Oshkosh were worth $2,122,000 at the end of the most recent reporting period.

    Several other hedge funds also recently made changes to their positions in the company. HB Wealth Management LLC acquired a new stake in shares of Oshkosh in the 2nd quarter worth $276,000. Paragon Capital Management Ltd acquired a new stake in shares of Oshkosh in the 2nd quarter worth $248,000. State of Alaska Department of Revenue lifted its stake in shares of Oshkosh by 136.9% in the 2nd quarter. State of Alaska Department of Revenue now owns 51,230 shares of the company’s stock worth $5,815,000 after acquiring an additional 29,605 shares during the period. Register Financial Advisors LLC lifted its stake in shares of Oshkosh by 7.8% in the 2nd quarter. Register Financial Advisors LLC now owns 4,309 shares of the company’s stock worth $489,000 after acquiring an additional 311 shares during the period. Finally, Ruffer LLP lifted its stake in shares of Oshkosh by 1,164.4% in the 2nd quarter. Ruffer LLP now owns 34,886 shares of the company’s stock worth $3,961,000 after acquiring an additional 32,127 shares during the period. Institutional investors and hedge funds own 92.36% of the company’s stock.

    Wall Street Analysts Forecast Growth

    Several analysts have recently commented on OSK shares. Zacks Research cut shares of Oshkosh from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 6th. Evercore ISI reiterated an “outperform” rating on shares of Oshkosh in a research note on Tuesday, August 19th. Citigroup raised their price objective on shares of Oshkosh from $150.00 to $160.00 and gave the company a “buy” rating in a research note on Tuesday, September 23rd. DA Davidson set a $160.00 price objective on shares of Oshkosh and gave the company a “buy” rating in a research note on Tuesday, August 5th. Finally, KeyCorp raised their price objective on shares of Oshkosh from $140.00 to $180.00 and gave the company an “overweight” rating in a research note on Tuesday, August 26th. Ten equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $144.25.

    Check Out Our Latest Stock Analysis on Oshkosh

    Insider Transactions at Oshkosh

    In other news, SVP Anupam Khare sold 4,000 shares of Oshkosh stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $139.03, for a total transaction of $556,120.00. Following the completion of the sale, the senior vice president directly owned 13,716 shares in the company, valued at $1,906,935.48. The trade was a 22.58% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CMO Bryan K. Brandt sold 1,732 shares of Oshkosh stock in a transaction dated Monday, August 18th. The stock was sold at an average price of $140.37, for a total transaction of $243,120.84. Following the sale, the chief marketing officer owned 10,459 shares of the company’s stock, valued at approximately $1,468,129.83. This trade represents a 14.21% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.55% of the company’s stock.

    Oshkosh Stock Performance

    NYSE:OSK opened at $124.21 on Friday. The company has a current ratio of 1.84, a quick ratio of 0.92 and a debt-to-equity ratio of 0.25. The firm has a 50-day moving average price of $135.80 and a two-hundred day moving average price of $114.92. Oshkosh Corporation has a twelve month low of $76.82 and a twelve month high of $144.30. The company has a market capitalization of $7.95 billion, a P/E ratio of 12.47, a price-to-earnings-growth ratio of 1.65 and a beta of 1.47.

    Oshkosh (NYSE:OSK – Get Free Report) last posted its earnings results on Friday, August 1st. The company reported $3.41 earnings per share for the quarter, beating the consensus estimate of $2.98 by $0.43. Oshkosh had a net margin of 6.25% and a return on equity of 16.70%. The firm had revenue of $2.73 billion during the quarter, compared to the consensus estimate of $2.67 billion. During the same period last year, the firm posted $3.34 EPS. The firm’s revenue for the quarter was down 4.0% on a year-over-year basis. Oshkosh has set its FY 2025 guidance at 11.000-11.000 EPS. As a group, research analysts expect that Oshkosh Corporation will post 10.96 earnings per share for the current fiscal year.

    Oshkosh Dividend Announcement

    The company also recently declared a quarterly dividend, which was paid on Tuesday, September 2nd. Stockholders of record on Tuesday, August 19th were issued a dividend of $0.51 per share. The ex-dividend date was Tuesday, August 19th. This represents a $2.04 dividend on an annualized basis and a dividend yield of 1.6%. Oshkosh’s payout ratio is 20.48%.

    About Oshkosh

    (Free Report)

    Oshkosh Corporation provides purpose-built vehicles and equipment worldwide. The company operates through three segments: Access, Defense, and Vocational segment. Its Access Equipment segment design and manufacture aerial work platform and telehandlers for use in construction, industrial, and maintenance applications; offers financing and leasing solutions including rental fleet loans, leases, and floor plan and retail financing; and towing and recovery equipment, which includes carriers, wreckers, and rotators, as well as provides equipment installation and sale of chassis and service parts.

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

    Institutional Ownership by Quarter for Oshkosh (NYSE:OSK)



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  • Microsoft Corporation $MSFT Shares Acquired by Bank Pictet & Cie Europe AG

    Bank Pictet & Cie Europe AG grew its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 3.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 922,524 shares of the software giant’s stock after acquiring an additional 33,382 shares during the quarter. Microsoft comprises 9.8% of Bank Pictet & Cie Europe AG’s holdings, making the stock its largest position. Bank Pictet & Cie Europe AG’s holdings in Microsoft were worth $457,119,000 at the end of the most recent reporting period.

    A number of other hedge funds also recently bought and sold shares of MSFT. Kingstone Capital Partners Texas LLC raised its holdings in Microsoft by 564,387.1% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after acquiring an additional 90,533,328 shares during the last quarter. Nuveen LLC acquired a new stake in Microsoft in the 1st quarter valued at approximately $18,733,827,000. GAMMA Investing LLC boosted its position in Microsoft by 40,290.4% in the 1st quarter. GAMMA Investing LLC now owns 46,695,303 shares of the software giant’s stock valued at $17,528,950,000 after buying an additional 46,579,693 shares during the period. Northern Trust Corp boosted its position in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after buying an additional 11,600,470 shares during the period. Finally, Vanguard Group Inc. lifted its position in shares of Microsoft by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after purchasing an additional 7,314,509 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

    Analysts Set New Price Targets

    MSFT has been the topic of several research analyst reports. Morgan Stanley reiterated an “overweight” rating on shares of Microsoft in a research note on Thursday. Weiss Ratings reiterated a “buy (b)” rating on shares of Microsoft in a research note on Wednesday. UBS Group restated a “buy” rating and set a $650.00 target price (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Melius Research upped their price target on shares of Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. Finally, Bank of America upped their price objective on shares of Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $618.47.

    View Our Latest Stock Analysis on Microsoft

    Microsoft Stock Performance

    MSFT stock opened at $522.40 on Friday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The stock’s fifty day moving average is $513.39 and its two-hundred day moving average is $470.36. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The stock has a market capitalization of $3.88 trillion, a price-to-earnings ratio of 38.30, a PEG ratio of 2.29 and a beta of 1.03.

    Microsoft (NASDAQ:MSFT – Get Free Report) last released its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft’s revenue was up 18.1% compared to the same quarter last year. During the same period in the previous year, the company earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

    Microsoft Increases Dividend

    The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is 24.34%.

    Insider Activity

    In other Microsoft news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares of the company’s stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

    About Microsoft

    (Free Report)

    Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.

    Read More

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

    Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)



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  • Wealth Enhancement Advisory Services LLC Purchases New Holdings in GDS Holdings $GDS

    Wealth Enhancement Advisory Services LLC purchased a new stake in GDS Holdings (NASDAQ:GDS – Free Report) during the 2nd quarter, Holdings Channel.com reports. The fund purchased 10,000 shares of the company’s stock, valued at approximately $306,000.

    Several other institutional investors have also recently added to or reduced their stakes in the stock. Massachusetts Financial Services Co. MA increased its position in GDS by 0.9% in the 1st quarter. Massachusetts Financial Services Co. MA now owns 1,177,503 shares of the company’s stock valued at $29,826,000 after acquiring an additional 10,838 shares during the period. Aberdeen Group plc increased its position in GDS by 39.4% in the 1st quarter. Aberdeen Group plc now owns 390,147 shares of the company’s stock valued at $9,691,000 after acquiring an additional 110,347 shares during the period. Royal Bank of Canada increased its position in GDS by 30.7% in the 1st quarter. Royal Bank of Canada now owns 379,289 shares of the company’s stock valued at $9,608,000 after acquiring an additional 89,059 shares during the period. Nuveen LLC acquired a new position in GDS during the 1st quarter worth approximately $8,858,000. Finally, Citigroup Inc. increased its position in GDS by 804.9% during the 1st quarter. Citigroup Inc. now owns 293,556 shares of the company’s stock worth $7,436,000 after purchasing an additional 261,117 shares during the period. Institutional investors and hedge funds own 33.71% of the company’s stock.

    GDS Stock Performance

    GDS opened at $37.84 on Thursday. The stock has a market cap of $7.21 billion, a P/E ratio of 11.20 and a beta of 0.36. The company has a debt-to-equity ratio of 1.71, a current ratio of 2.00 and a quick ratio of 2.00. The stock’s 50 day simple moving average is $36.14 and its 200 day simple moving average is $30.47. GDS Holdings has a 1-year low of $16.92 and a 1-year high of $52.50.

    Analyst Upgrades and Downgrades

    Several research firms have issued reports on GDS. Weiss Ratings reiterated a “hold (c-)” rating on shares of GDS in a research report on Wednesday. BMO Capital Markets upgraded GDS to a “market perform” rating in a research report on Wednesday, July 16th. Zacks Research cut GDS from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 26th. Bank of America boosted their target price on GDS from $47.60 to $50.60 and gave the stock a “buy” rating in a research report on Friday, August 22nd. Finally, JPMorgan Chase & Co. upgraded GDS from a “neutral” rating to an “overweight” rating and boosted their target price for the stock from $34.00 to $46.00 in a research report on Wednesday, July 16th. Two equities research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $46.93.

    View Our Latest Report on GDS

    GDS Profile

    (Free Report)

    GDS Holdings Limited, together with its subsidiaries, develops and operates data centers in the People’s Republic of China. The company provides colocation services comprising critical facilities space, customer-available power, racks, and cooling; managed hosting services, including business continuity and disaster recovery, network management, data storage, system security, operating system, database, and server middleware services; managed cloud services; and consulting services.

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    Institutional Ownership by Quarter for GDS (NASDAQ:GDS)



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  • Well Done LLC Boosts Stock Holdings in Microsoft Corporation $MSFT

    Well Done LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 8.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,911 shares of the software giant’s stock after acquiring an additional 814 shares during the quarter. Microsoft accounts for about 0.9% of Well Done LLC’s portfolio, making the stock its 27th largest position. Well Done LLC’s holdings in Microsoft were worth $4,930,000 as of its most recent filing with the Securities and Exchange Commission.

    Several other large investors have also recently bought and sold shares of MSFT. WFA Asset Management Corp increased its holdings in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. increased its holdings in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC increased its holdings in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. increased its holdings in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC increased its holdings in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

    Microsoft Stock Down 0.9%

    MSFT stock opened at $523.98 on Wednesday. The stock has a market capitalization of $3.89 trillion, a P/E ratio of 38.41, a PEG ratio of 2.30 and a beta of 1.03. The company has a 50 day moving average price of $513.38 and a two-hundred day moving average price of $469.08. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.

    Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter last year, the business earned $2.95 EPS. Microsoft’s revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

    Microsoft Increases Dividend

    The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a $0.91 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

    Insider Transactions at Microsoft

    In other news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the sale, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

    Analyst Ratings Changes

    Several equities analysts have issued reports on the company. Royal Bank Of Canada reaffirmed a “buy” rating and set a $640.00 price objective on shares of Microsoft in a report on Friday, October 3rd. Piper Sandler raised their price objective on Microsoft from $600.00 to $650.00 and gave the stock an “overweight” rating in a report on Thursday, July 31st. Citigroup raised their price objective on Microsoft from $605.00 to $613.00 and gave the stock a “buy” rating in a report on Tuesday, July 22nd. Melius Research raised their price objective on Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. Finally, Westpark Capital reaffirmed a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $618.47.

    Read Our Latest Research Report on Microsoft

    Microsoft Company Profile

    (Free Report)

    Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.

    Read More

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

    Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)



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  • Ascent Group LLC Reduces Position in iShares MSCI Emerging Markets ETF $EEM

    Ascent Group LLC trimmed its stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 23.4% in the 2nd quarter, HoldingsChannel reports. The firm owned 11,409 shares of the exchange traded fund’s stock after selling 3,494 shares during the period. Ascent Group LLC’s holdings in iShares MSCI Emerging Markets ETF were worth $550,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

    A number of other institutional investors also recently bought and sold shares of EEM. Brighton Jones LLC grew its holdings in iShares MSCI Emerging Markets ETF by 1.7% during the fourth quarter. Brighton Jones LLC now owns 118,587 shares of the exchange traded fund’s stock valued at $4,959,000 after purchasing an additional 1,940 shares during the period. GAMMA Investing LLC lifted its position in shares of iShares MSCI Emerging Markets ETF by 4,270.0% during the 1st quarter. GAMMA Investing LLC now owns 66,948 shares of the exchange traded fund’s stock valued at $2,926,000 after buying an additional 65,416 shares in the last quarter. SeaCrest Wealth Management LLC purchased a new position in shares of iShares MSCI Emerging Markets ETF during the 1st quarter valued at about $204,000. OLD National Bancorp IN grew its stake in shares of iShares MSCI Emerging Markets ETF by 10.0% during the 1st quarter. OLD National Bancorp IN now owns 13,511 shares of the exchange traded fund’s stock valued at $590,000 after acquiring an additional 1,232 shares during the period. Finally, Centricity Wealth Management LLC increased its holdings in iShares MSCI Emerging Markets ETF by 18.0% in the 1st quarter. Centricity Wealth Management LLC now owns 3,996 shares of the exchange traded fund’s stock worth $175,000 after acquiring an additional 610 shares in the last quarter. 81.39% of the stock is owned by institutional investors.

    iShares MSCI Emerging Markets ETF Trading Up 0.5%

    NYSEARCA EEM opened at $54.48 on Tuesday. iShares MSCI Emerging Markets ETF has a 12 month low of $38.19 and a 12 month high of $54.55. The stock has a market cap of $20.72 billion, a price-to-earnings ratio of 14.46 and a beta of 0.74. The company’s 50 day moving average is $51.04 and its two-hundred day moving average is $47.53.

    About iShares MSCI Emerging Markets ETF

    (Free Report)

    iShares MSCI Emerging Markets ETF, formerly iShares MSCI Emerging Markets Index Fund (the Fund), seeks investment results that correspond generally to the price and yield performance of publicly traded equity securities in global emerging markets, as measured by the MSCI Emerging Markets Index (the Index).

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    Institutional Ownership by Quarter for iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)



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  • Hilltop National Bank Buys New Position in Uber Technologies, Inc. $UBER

    Hilltop National Bank purchased a new stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,025 shares of the ride-sharing company’s stock, valued at approximately $96,000.

    Several other large investors have also bought and sold shares of the stock. Nova Wealth Management Inc. grew its position in Uber Technologies by 41.0% in the 1st quarter. Nova Wealth Management Inc. now owns 430 shares of the ride-sharing company’s stock worth $31,000 after purchasing an additional 125 shares in the last quarter. Atticus Wealth Management LLC boosted its stake in shares of Uber Technologies by 39.8% in the 2nd quarter. Atticus Wealth Management LLC now owns 446 shares of the ride-sharing company’s stock worth $42,000 after buying an additional 127 shares during the last quarter. Grove Bank & Trust grew its holdings in shares of Uber Technologies by 0.9% in the first quarter. Grove Bank & Trust now owns 14,139 shares of the ride-sharing company’s stock valued at $1,030,000 after acquiring an additional 133 shares in the last quarter. Forum Financial Management LP increased its position in shares of Uber Technologies by 1.3% during the first quarter. Forum Financial Management LP now owns 10,956 shares of the ride-sharing company’s stock valued at $798,000 after acquiring an additional 136 shares during the last quarter. Finally, CBIZ Investment Advisory Services LLC lifted its holdings in Uber Technologies by 42.1% during the first quarter. CBIZ Investment Advisory Services LLC now owns 466 shares of the ride-sharing company’s stock worth $34,000 after acquiring an additional 138 shares during the period. 80.24% of the stock is currently owned by institutional investors.

    Wall Street Analysts Forecast Growth

    UBER has been the subject of a number of recent analyst reports. KeyCorp upped their price objective on Uber Technologies from $90.00 to $110.00 and gave the company an “overweight” rating in a research note on Monday, July 14th. Cantor Fitzgerald restated an “overweight” rating and set a $106.00 price objective (up previously from $96.00) on shares of Uber Technologies in a report on Wednesday, June 25th. Raymond James Financial lifted their price objective on shares of Uber Technologies from $100.00 to $105.00 and gave the stock a “strong-buy” rating in a research report on Thursday, August 7th. Wall Street Zen downgraded shares of Uber Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, August 9th. Finally, BMO Capital Markets raised their price target on shares of Uber Technologies from $101.00 to $113.00 and gave the stock an “outperform” rating in a research note on Thursday, August 7th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $104.03.

    Check Out Our Latest Analysis on UBER

    Insider Transactions at Uber Technologies

    In other news, CEO Dara Khosrowshahi sold 150,000 shares of the firm’s stock in a transaction that occurred on Monday, September 22nd. The shares were sold at an average price of $100.48, for a total value of $15,072,000.00. Following the completion of the transaction, the chief executive officer directly owned 982,544 shares in the company, valued at approximately $98,726,021.12. This trade represents a 13.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Jill Hazelbaker sold 31,250 shares of the company’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $96.42, for a total transaction of $3,013,125.00. Following the sale, the insider directly owned 86,531 shares in the company, valued at $8,343,319.02. This trade represents a 26.53% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 601,821 shares of company stock valued at $58,659,491. Company insiders own 3.70% of the company’s stock.

    Uber Technologies Price Performance

    Uber Technologies stock opened at $96.53 on Monday. The firm has a market capitalization of $201.30 billion, a P/E ratio of 16.44 and a beta of 1.48. Uber Technologies, Inc. has a one year low of $59.33 and a one year high of $101.99. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.11 and a quick ratio of 1.11. The business has a fifty day moving average price of $93.93 and a 200-day moving average price of $87.23.

    Uber Technologies (NYSE:UBER – Get Free Report) last issued its quarterly earnings data on Wednesday, August 6th. The ride-sharing company reported $0.63 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.61 by $0.02. Uber Technologies had a return on equity of 59.96% and a net margin of 26.68%.The business had revenue of $12.65 billion for the quarter, compared to analysts’ expectations of $12.45 billion. During the same quarter in the prior year, the firm posted $0.47 EPS. The firm’s quarterly revenue was up 18.2% on a year-over-year basis. As a group, equities research analysts forecast that Uber Technologies, Inc. will post 2.54 EPS for the current year.

    Uber Technologies Company Profile

    (Free Report)

    Uber Technologies, Inc develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and Asia excluding China and Southeast Asia. It operates through three segments: Mobility, Delivery, and Freight. The Mobility segment connects consumers with a range of transportation modalities, such as ridesharing, carsharing, micromobility, rentals, public transit, taxis, and other modalities; and offers riders in a variety of vehicle types, as well as financial partnerships products and advertising services.

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    Institutional Ownership by Quarter for Uber Technologies (NYSE:UBER)



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  • Robeco Institutional Asset Management B.V. Sells 32,440 Shares of Waste Management, Inc. $WM

    Robeco Institutional Asset Management B.V. reduced its position in Waste Management, Inc. (NYSE:WM – Free Report) by 25.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 92,756 shares of the business services provider’s stock after selling 32,440 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Waste Management were worth $21,224,000 at the end of the most recent quarter.

    Several other institutional investors have also added to or reduced their stakes in WM. Community Financial Services Group LLC boosted its position in shares of Waste Management by 1.8% during the 2nd quarter. Community Financial Services Group LLC now owns 22,968 shares of the business services provider’s stock valued at $5,256,000 after acquiring an additional 403 shares during the last quarter. USA Financial Formulas lifted its position in Waste Management by 361.6% during the second quarter. USA Financial Formulas now owns 5,973 shares of the business services provider’s stock valued at $1,367,000 after purchasing an additional 4,679 shares during the last quarter. Vigilare Wealth Management increased its holdings in shares of Waste Management by 80.4% in the 2nd quarter. Vigilare Wealth Management now owns 3,068 shares of the business services provider’s stock worth $702,000 after buying an additional 1,367 shares during the last quarter. First Pacific Financial raised its position in shares of Waste Management by 0.9% during the 2nd quarter. First Pacific Financial now owns 6,563 shares of the business services provider’s stock valued at $1,502,000 after buying an additional 57 shares in the last quarter. Finally, Trust Co. of Vermont lifted its holdings in shares of Waste Management by 1.7% in the 2nd quarter. Trust Co. of Vermont now owns 30,901 shares of the business services provider’s stock valued at $7,071,000 after acquiring an additional 515 shares during the last quarter. Hedge funds and other institutional investors own 80.40% of the company’s stock.

    Analyst Upgrades and Downgrades

    WM has been the topic of a number of recent research reports. Weiss Ratings restated a “buy (b)” rating on shares of Waste Management in a research report on Saturday, September 27th. UBS Group increased their price target on Waste Management from $260.00 to $265.00 and gave the company a “neutral” rating in a report on Wednesday, July 30th. BMO Capital Markets lifted their price objective on shares of Waste Management from $245.00 to $248.00 and gave the stock a “market perform” rating in a research note on Wednesday, July 30th. CIBC increased their target price on shares of Waste Management from $244.00 to $250.00 and gave the company a “neutral” rating in a research note on Thursday, June 26th. Finally, Scotiabank lifted their price target on shares of Waste Management from $265.00 to $275.00 and gave the stock a “sector outperform” rating in a research note on Thursday, July 31st. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Waste Management presently has a consensus rating of “Moderate Buy” and an average target price of $255.17.

    Get Our Latest Stock Analysis on WM

    Waste Management Trading Up 1.3%

    NYSE WM opened at $219.77 on Friday. Waste Management, Inc. has a 12 month low of $199.69 and a 12 month high of $242.58. The company’s 50-day moving average price is $224.29 and its 200-day moving average price is $228.26. The stock has a market cap of $88.53 billion, a PE ratio of 32.61, a PEG ratio of 2.68 and a beta of 0.64. The company has a current ratio of 0.86, a quick ratio of 0.82 and a debt-to-equity ratio of 2.51.

    Waste Management (NYSE:WM – Get Free Report) last issued its earnings results on Monday, July 28th. The business services provider reported $1.92 EPS for the quarter, topping analysts’ consensus estimates of $1.89 by $0.03. Waste Management had a net margin of 11.36% and a return on equity of 34.37%. The business had revenue of $6.43 billion for the quarter, compared to the consensus estimate of $6.37 billion. During the same period in the prior year, the firm earned $1.82 EPS. The company’s revenue for the quarter was up 19.0% compared to the same quarter last year. Waste Management has set its FY 2025 guidance at EPS. Equities research analysts forecast 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, September 26th. Shareholders of record on Friday, September 12th 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, September 12th. Waste Management’s dividend payout ratio is currently 48.96%.

    Waste Management Company Profile

    (Free Report)

    Waste Management, Inc, through its subsidiaries, engages in the provision of environmental solutions to residential, commercial, industrial, and municipal customers in the United States and Canada. It offers collection services, including picking up and transporting waste and recyclable materials from where it was generated to a transfer station, material recovery facility (MRF), or disposal site; and owns and operates transfer stations, as well as owns, develops, and operates landfill facilities that produce landfill gas used as renewable natural gas for generating electricity.

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



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  • State of Alaska Department of Revenue Purchases 3,903 Shares of Oceaneering International, Inc. $OII

    State of Alaska Department of Revenue grew its position in Oceaneering International, Inc. (NYSE:OII – Free Report) by 7.0% in the second quarter, according to its most recent filing with the SEC. The fund owned 59,900 shares of the oil and gas company’s stock after acquiring an additional 3,903 shares during the period. State of Alaska Department of Revenue’s holdings in Oceaneering International were worth $1,241,000 as of its most recent filing with the SEC.

    A number of other large investors also recently modified their holdings of the company. GAMMA Investing LLC lifted its stake in shares of Oceaneering International by 29.7% in the 1st quarter. GAMMA Investing LLC now owns 3,104 shares of the oil and gas company’s stock valued at $68,000 after acquiring an additional 711 shares during the last quarter. Central Pacific Bank Trust Division raised its position in Oceaneering International by 9.1% during the 2nd quarter. Central Pacific Bank Trust Division now owns 10,070 shares of the oil and gas company’s stock worth $209,000 after purchasing an additional 840 shares during the last quarter. Foundry Partners LLC raised its position in Oceaneering International by 8.5% during the 1st quarter. Foundry Partners LLC now owns 13,918 shares of the oil and gas company’s stock worth $304,000 after purchasing an additional 1,096 shares during the last quarter. Inspire Investing LLC raised its position in Oceaneering International by 7.2% during the 1st quarter. Inspire Investing LLC now owns 18,352 shares of the oil and gas company’s stock worth $400,000 after purchasing an additional 1,240 shares during the last quarter. Finally, PNC Financial Services Group Inc. raised its position in Oceaneering International by 12.8% during the 1st quarter. PNC Financial Services Group Inc. now owns 11,102 shares of the oil and gas company’s stock worth $242,000 after purchasing an additional 1,256 shares during the last quarter. 93.93% of the stock is currently owned by institutional investors.

    Analyst Ratings Changes

    Several research analysts recently issued reports on the company. Citigroup raised their target price on Oceaneering International from $20.00 to $25.00 and gave the stock a “neutral” rating in a research report on Tuesday, September 9th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Oceaneering International in a research report on Saturday, September 27th. Barclays raised their target price on Oceaneering International from $21.00 to $22.00 and gave the stock an “equal weight” rating in a research report on Friday, August 1st. Finally, Wall Street Zen lowered Oceaneering International from a “buy” rating to a “hold” rating in a research report on Sunday, August 10th. One analyst has rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $27.00.

    Read Our Latest Analysis on OII

    Oceaneering International Stock Performance

    Shares of OII opened at $24.41 on Friday. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.00 and a quick ratio of 1.67. The stock has a 50-day moving average of $23.60 and a 200-day moving average of $21.18. The company has a market cap of $2.45 billion, a PE ratio of 12.33 and a beta of 1.50. Oceaneering International, Inc. has a one year low of $15.46 and a one year high of $30.98.

    Oceaneering International (NYSE:OII – Get Free Report) last issued its earnings results on Wednesday, July 23rd. The oil and gas company reported $0.49 EPS for the quarter, beating the consensus estimate of $0.42 by $0.07. The company had revenue of $698.16 million during the quarter, compared to the consensus estimate of $676.81 million. Oceaneering International had a return on equity of 22.09% and a net margin of 7.31%.The firm’s revenue for the quarter was up 4.5% compared to the same quarter last year. During the same period last year, the business posted $0.28 EPS. On average, equities research analysts predict that Oceaneering International, Inc. will post 1.78 EPS for the current fiscal year.

    Insider Activity at Oceaneering International

    In other news, CFO Alan R. Curtis sold 14,840 shares of the firm’s stock in a transaction dated Wednesday, August 27th. The stock was sold at an average price of $24.36, for a total value of $361,502.40. Following the completion of the sale, the chief financial officer directly owned 155,259 shares in the company, valued at $3,782,109.24. This trade represents a 8.72% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 2.10% of the stock is currently owned by corporate insiders.

    About Oceaneering International

    (Free Report)

    Oceaneering International, Inc provides engineered services and products, and robotic solutions to the offshore energy, defense, aerospace, manufacturing, and entertainment industries worldwide. It operates through Subsea Robotics, Manufactured Products, Offshore Projects Group, Integrity Management & Digital Solutions, and Aerospace and Defense Technologies segments.

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    Institutional Ownership by Quarter for Oceaneering International (NYSE:OII)



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  • HB Wealth Management LLC Grows Stock Position in National Grid Transco, PLC $NGG

    HB Wealth Management LLC grew its position in National Grid Transco, PLC (NYSE:NGG – Free Report) by 22.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,820 shares of the utilities provider’s stock after acquiring an additional 1,956 shares during the quarter. HB Wealth Management LLC’s holdings in National Grid Transco were worth $805,000 as of its most recent SEC filing.

    Several other hedge funds and other institutional investors have also made changes to their positions in the company. Janney Montgomery Scott LLC lifted its position in shares of National Grid Transco by 6.3% in the second quarter. Janney Montgomery Scott LLC now owns 101,299 shares of the utilities provider’s stock valued at $7,538,000 after acquiring an additional 5,981 shares in the last quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH purchased a new position in shares of National Grid Transco in the second quarter valued at approximately $276,000. GC Wealth Management RIA LLC purchased a new position in shares of National Grid Transco in the second quarter valued at approximately $336,000. V Square Quantitative Management LLC purchased a new position in shares of National Grid Transco in the second quarter valued at approximately $35,000. Finally, Signaturefd LLC lifted its position in shares of National Grid Transco by 11.7% in the second quarter. Signaturefd LLC now owns 20,248 shares of the utilities provider’s stock valued at $1,507,000 after acquiring an additional 2,121 shares in the last quarter. Hedge funds and other institutional investors own 4.68% of the company’s stock.

    National Grid Transco Price Performance

    NGG stock opened at $73.40 on Friday. The business has a fifty day moving average of $71.05 and a two-hundred day moving average of $70.63. The company has a quick ratio of 1.30, a current ratio of 1.35 and a debt-to-equity ratio of 1.13. The stock has a market cap of $72.83 billion, a price-to-earnings ratio of 14.12, a price-to-earnings-growth ratio of 1.64 and a beta of 0.70. National Grid Transco, PLC has a 52-week low of $55.82 and a 52-week high of $74.82.

    Analysts Set New Price Targets

    NGG has been the subject of several recent research reports. Zacks Research cut National Grid Transco from a “strong-buy” rating to a “hold” rating in a report on Monday, September 1st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of National Grid Transco in a report on Saturday, September 27th. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, National Grid Transco currently has an average rating of “Moderate Buy” and an average target price of $80.40.

    View Our Latest Research Report on National Grid Transco

    About National Grid Transco

    (Free Report)

    National Grid plc transmits and distributes electricity and gas. It operates through UK Electricity Transmission, UK Electricity Distribution, UK Electricity System Operator, New England, New York, National Grid Ventures, and Other segments. The UK Electricity Transmission segment provides electricity transmission and construction work services in England and Wales.

    Further Reading

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    Institutional Ownership by Quarter for National Grid Transco (NYSE:NGG)



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  • Novo Nordisk A/S $NVO Shares Sold by HB Wealth Management LLC

    HB Wealth Management LLC lowered its stake in Novo Nordisk A/S (NYSE:NVO – Free Report) by 10.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 30,915 shares of the company’s stock after selling 3,537 shares during the quarter. HB Wealth Management LLC’s holdings in Novo Nordisk A/S were worth $2,134,000 at the end of the most recent quarter.

    A number of other institutional investors have also made changes to their positions in NVO. First Hawaiian Bank increased its holdings in Novo Nordisk A/S by 0.6% in the 1st quarter. First Hawaiian Bank now owns 22,401 shares of the company’s stock valued at $1,556,000 after purchasing an additional 142 shares during the last quarter. Anchor Investment Management LLC boosted its position in shares of Novo Nordisk A/S by 1.1% during the first quarter. Anchor Investment Management LLC now owns 13,597 shares of the company’s stock worth $944,000 after buying an additional 150 shares during the period. Xponance Inc. grew its stake in shares of Novo Nordisk A/S by 5.0% in the first quarter. Xponance Inc. now owns 3,314 shares of the company’s stock valued at $230,000 after buying an additional 158 shares in the last quarter. Foster Dykema Cabot & Partners LLC grew its stake in shares of Novo Nordisk A/S by 3.8% in the first quarter. Foster Dykema Cabot & Partners LLC now owns 4,526 shares of the company’s stock valued at $319,000 after buying an additional 166 shares in the last quarter. Finally, Beacon Financial Group raised its holdings in shares of Novo Nordisk A/S by 6.5% in the 1st quarter. Beacon Financial Group now owns 2,884 shares of the company’s stock valued at $200,000 after buying an additional 177 shares during the period. 11.54% of the stock is currently owned by institutional investors and hedge funds.

    Wall Street Analysts Forecast Growth

    A number of equities analysts recently commented on the company. Dbs Bank upgraded Novo Nordisk A/S from a “strong sell” rating to a “hold” rating in a report on Friday, August 22nd. BNP Paribas Exane raised shares of Novo Nordisk A/S from an “underperform” rating to a “neutral” rating and set a $54.00 price objective for the company in a research note on Wednesday, August 13th. Zacks Research upgraded shares of Novo Nordisk A/S from a “strong sell” rating to a “hold” rating in a report on Monday. TD Cowen reduced their target price on shares of Novo Nordisk A/S from $105.00 to $70.00 and set a “buy” rating on the stock in a report on Tuesday, August 19th. Finally, Morgan Stanley downgraded shares of Novo Nordisk A/S from an “overweight” rating to an “underweight” rating and dropped their price target for the stock from $59.00 to $47.00 in a research note on Monday. Two analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $77.50.

    Get Our Latest Report on Novo Nordisk A/S

    Novo Nordisk A/S Trading Down 0.7%

    NYSE NVO opened at $58.77 on Friday. Novo Nordisk A/S has a 52 week low of $45.05 and a 52 week high of $120.56. The firm has a 50 day moving average of $55.16 and a two-hundred day moving average of $63.98. The company has a quick ratio of 0.56, a current ratio of 0.78 and a debt-to-equity ratio of 0.52. The stock has a market capitalization of $262.42 billion, a PE ratio of 16.15, a price-to-earnings-growth ratio of 2.27 and a beta of 0.68.

    Novo Nordisk A/S (NYSE:NVO – Get Free Report) last released its quarterly earnings data on Wednesday, August 6th. The company reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. The business had revenue of $11.69 billion during the quarter, compared to analysts’ expectations of $77.51 billion. Novo Nordisk A/S had a net margin of 35.60% and a return on equity of 78.64%. As a group, research analysts expect that Novo Nordisk A/S will post 3.84 EPS for the current fiscal year.

    Novo Nordisk A/S Cuts Dividend

    The firm also recently disclosed a semi-annual dividend, which was paid on Tuesday, August 26th. Stockholders of record on Monday, August 18th were given a dividend of $0.4119 per share. This represents a dividend yield of 240.0%. The ex-dividend date of this dividend was Monday, August 18th. Novo Nordisk A/S’s dividend payout ratio is currently 22.53%.

    About Novo Nordisk A/S

    (Free Report)

    Novo Nordisk A/S, together with its subsidiaries, engages in the research and development, manufacture, and distribution of pharmaceutical products in Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, North America, and internationally. It operates in two segments, Diabetes and Obesity Care, and Rare Disease.

    Read More

    Institutional Ownership by Quarter for Novo Nordisk A/S (NYSE:NVO)



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  • Sound Income Strategies LLC Sells 117 Shares of Adobe Inc. $ADBE

    Sound Income Strategies LLC decreased its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 38.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 191 shares of the software company’s stock after selling 117 shares during the quarter. Sound Income Strategies LLC’s holdings in Adobe were worth $74,000 at the end of the most recent quarter.

    A number of other institutional investors have also added to or reduced their stakes in ADBE. 1248 Management LLC purchased a new position in Adobe in the first quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC purchased a new position in Adobe in the first quarter worth about $26,000. Flaharty Asset Management LLC purchased a new position in Adobe in the first quarter worth about $29,000. HHM Wealth Advisors LLC purchased a new position in Adobe in the first quarter worth about $30,000. Finally, Garde Capital Inc. purchased a new position in Adobe in the first quarter worth about $34,000. Institutional investors own 81.79% of the company’s stock.

    Adobe Price Performance

    Shares of Adobe stock opened at $343.72 on Thursday. The stock has a market cap of $143.88 billion, a price-to-earnings ratio of 21.42, a price-to-earnings-growth ratio of 1.58 and a beta of 1.49. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.02 and a current ratio of 1.02. The stock has a 50 day moving average price of $354.11 and a 200-day moving average price of $373.01. Adobe Inc. has a one year low of $330.04 and a one year high of $557.90.

    Adobe (NASDAQ:ADBE – Get Free Report) last posted its quarterly earnings data on Thursday, September 11th. The software company reported $5.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.18 by $0.13. The company had revenue of $5.99 billion during the quarter, compared to analysts’ expectations of $5.91 billion. Adobe had a return on equity of 57.54% and a net margin of 30.01%.Adobe’s revenue was up 10.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.65 EPS. Adobe has set its FY 2025 guidance at 20.800-20.850 EPS. Q4 2025 guidance at 5.350-5.400 EPS. Equities analysts expect that Adobe Inc. will post 16.65 EPS for the current year.

    Analyst Upgrades and Downgrades

    Several brokerages have issued reports on ADBE. Morgan Stanley cut Adobe from an “overweight” rating to an “equal weight” rating and dropped their target price for the stock from $520.00 to $450.00 in a research report on Wednesday, September 24th. Stifel Nicolaus decreased their price objective on Adobe from $525.00 to $480.00 and set a “buy” rating on the stock in a research note on Friday, June 13th. Evercore ISI decreased their price objective on Adobe from $475.00 to $450.00 and set an “outperform” rating on the stock in a research note on Friday, September 12th. Piper Sandler decreased their price objective on Adobe from $500.00 to $470.00 and set an “overweight” rating on the stock in a research note on Friday, September 12th. Finally, Phillip Securities raised Adobe from a “moderate sell” rating to a “strong-buy” rating in a research note on Monday, June 16th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $433.41.

    Check Out Our Latest Report on ADBE

    Adobe Profile

    (Free Report)

    Adobe Inc, together with its subsidiaries, operates as a diversified software company worldwide. It operates through three segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products, services, and solutions that enable individuals, teams, and enterprises to create, publish, and promote content; and Document Cloud, a unified cloud-based document services platform.

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    Institutional Ownership by Quarter for Adobe (NASDAQ:ADBE)



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

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

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

    Insider Transactions at Bristol Myers Squibb

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

    Analyst Ratings Changes

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

    Check Out Our Latest Stock Analysis on BMY

    Bristol Myers Squibb Price Performance

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

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

    Bristol Myers Squibb Dividend Announcement

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

    Bristol Myers Squibb Profile

    (Free Report)

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

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



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

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

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

    Analyst Ratings Changes

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

    Read Our Latest Stock Analysis on FI

    Fiserv Stock Performance

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

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

    About Fiserv

    (Free Report)

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

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    Institutional Ownership by Quarter for Fiserv (NYSE:FI)



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

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

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

    Wall Street Analysts Forecast Growth

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

    View Our Latest Analysis on Air Products and Chemicals

    Insider Buying and Selling at Air Products and Chemicals

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

    Air Products and Chemicals Price Performance

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

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

    Air Products and Chemicals Announces Dividend

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

    Air Products and Chemicals Profile

    (Free Report)

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

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



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

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

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

    iShares Select Dividend ETF Price Performance

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

    iShares Select Dividend ETF Increases Dividend

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

    iShares Select Dividend ETF Profile

    (Free Report)

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

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



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

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

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

    Vanguard FTSE Developed Markets ETF Trading Up 0.6%

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

    Vanguard FTSE Developed Markets ETF Company Profile

    (Free Report)

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

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



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

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

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

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

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

    iShares Core S&P Mid-Cap ETF Company Profile

    (Free Report)

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

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



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

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

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

    Analyst Upgrades and Downgrades

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

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

    Merck & Co., Inc. Stock Performance

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

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

    Merck & Co., Inc. Announces Dividend

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

    Merck & Co., Inc. Company Profile

    (Free Report)

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

    See Also

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

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



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