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

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

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

    Key JPMorgan Chase & Co. News

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

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

    JPMorgan Chase & Co. Trading Down 1.0%

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

    JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its earnings results on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.93 by $0.30. JPMorgan Chase & Co. had a return on equity of 17.16% and a net margin of 20.35%.The company had revenue of $46.77 billion for the quarter, compared to analysts’ expectations of $45.98 billion. During the same period last year, the business posted $4.81 earnings per share. The firm’s quarterly revenue was up 7.1% compared to the same quarter last year. Equities research analysts expect that JPMorgan Chase & Co. will post 18.1 EPS for the current year.

    JPMorgan Chase & Co. Announces Dividend

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

    Analysts Set New Price Targets

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

    Read Our Latest Stock Analysis on JPM

    Insider Buying and Selling

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

    About JPMorgan Chase & Co.

    (Free Report)

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

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

    Featured Articles

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

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



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

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

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

    Trending Headlines about Walmart

    Here are the key news stories impacting Walmart this week:

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

    Analyst Upgrades and Downgrades

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

    View Our Latest Research Report on WMT

    Insider Buying and Selling at Walmart

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

    Walmart Trading Up 2.0%

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

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

    About Walmart

    (Free Report)

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

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

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

    Institutional Ownership by Quarter for Walmart (NASDAQ:WMT)



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

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

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

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

    Insider Buying and Selling

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

    Chevron News Roundup

    Here are the key news stories impacting Chevron this week:

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

    Chevron Stock Performance

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

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

    Chevron Dividend Announcement

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

    Analyst Upgrades and Downgrades

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

    Get Our Latest Stock Analysis on Chevron

    Chevron Company Profile

    (Free Report)

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

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

    Further Reading

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

    Institutional Ownership by Quarter for Chevron (NYSE:CVX)



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

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

    Other hedge funds have also recently modified their holdings of the company. Laurel Wealth Advisors LLC lifted its holdings in Eli Lilly and Company by 78,621.2% in the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after acquiring an additional 11,537,661 shares during the period. Norges Bank acquired a new position in shares of Eli Lilly and Company in the 2nd quarter valued at $8,827,714,000. Vanguard Group Inc. lifted its stake in shares of Eli Lilly and Company by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after purchasing an additional 1,183,038 shares during the period. Assenagon Asset Management S.A. boosted its holdings in Eli Lilly and Company by 106.8% during the second quarter. Assenagon Asset Management S.A. now owns 1,481,031 shares of the company’s stock worth $1,154,508,000 after buying an additional 765,010 shares in the last quarter. Finally, Franklin Resources Inc. grew its position in Eli Lilly and Company by 13.4% during the second quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock valued at $3,715,913,000 after buying an additional 564,736 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

    Analyst Upgrades and Downgrades

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

    View Our Latest Analysis on Eli Lilly and Company

    Trending Headlines about Eli Lilly and Company

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

    Eli Lilly and Company Price Performance

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

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

    Eli Lilly and Company Increases Dividend

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

    About Eli Lilly and Company

    (Free Report)

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

    Further Reading

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



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

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

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

    Wall Street Analysts Forecast Growth

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

    Check Out Our Latest Research Report on TSM

    Taiwan Semiconductor Manufacturing Stock Performance

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

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

    Taiwan Semiconductor Manufacturing Increases Dividend

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

    Key Taiwan Semiconductor Manufacturing News

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

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

    About Taiwan Semiconductor Manufacturing

    (Free Report)

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

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

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



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

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

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

    Insider Buying and Selling at Chevron

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

    Chevron Price Performance

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

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

    Chevron Announces Dividend

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

    Analysts Set New Price Targets

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

    Check Out Our Latest Analysis on CVX

    Trending Headlines about Chevron

    Here are the key news stories impacting Chevron this week:

    Chevron Profile

    (Free Report)

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

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

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    Institutional Ownership by Quarter for Chevron (NYSE:CVX)



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

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

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

    Vanguard S&P 500 ETF Trading Up 0.2%

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

    Vanguard S&P 500 ETF Company Profile

    (Free Report)

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

    Featured Stories

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



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

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

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

    Analysts Set New Price Targets

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

    Get Our Latest Report on GE Vernova

    GE Vernova Price Performance

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

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

    GE Vernova Increases Dividend

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

    GE Vernova Company Profile

    (Free Report)

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

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

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



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

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

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

    Analysts Set New Price Targets

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

    Check Out Our Latest Analysis on KO

    CocaCola Price Performance

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

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

    CocaCola Announces Dividend

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

    Insider Buying and Selling

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

    About CocaCola

    (Free Report)

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

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

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    Institutional Ownership by Quarter for CocaCola (NYSE:KO)



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

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

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

    Key Meta Platforms News

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

    Insider Activity at Meta Platforms

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

    Analyst Upgrades and Downgrades

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

    Check Out Our Latest Report on META

    Meta Platforms Stock Performance

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

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

    Meta Platforms Announces Dividend

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

    Meta Platforms Company Profile

    (Free Report)

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

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

    Read More

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

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



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

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

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

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

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

    Merck & Co., Inc. Price Performance

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

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

    Merck & Co., Inc. Increases Dividend

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

    Analyst Ratings Changes

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

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

    Merck & Co., Inc. Profile

    (Free Report)

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

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

    See Also

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



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

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

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

    Insider Buying and Selling at Amphenol

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

    Amphenol Stock Down 0.8%

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

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

    Amphenol Increases Dividend

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

    Analyst Upgrades and Downgrades

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

    Read Our Latest Stock Analysis on Amphenol

    Amphenol Company Profile

    (Free Report)

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

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

    Read More

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

    Institutional Ownership by Quarter for Amphenol (NYSE:APH)



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

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

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

    Vanguard S&P 500 ETF Trading Down 0.1%

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

    Key Vanguard S&P 500 ETF News

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

    Vanguard S&P 500 ETF Profile

    (Free Report)

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

    Featured Articles

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



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

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

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

    Costco Wholesale Stock Performance

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

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

    Costco Wholesale Dividend Announcement

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

    Insider Transactions at Costco Wholesale

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

    Trending Headlines about Costco Wholesale

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

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

    Wall Street Analyst Weigh In

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

    Check Out Our Latest Stock Report on COST

    Costco Wholesale Profile

    (Free Report)

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

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

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

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



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

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

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

    Key Headlines Impacting NVIDIA

    Here are the key news stories impacting NVIDIA this week:

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

    Analyst Ratings Changes

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

    Get Our Latest Stock Analysis on NVDA

    NVIDIA Stock Up 1.0%

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

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

    NVIDIA Announces Dividend

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

    Insiders Place Their Bets

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

    NVIDIA Company Profile

    (Free Report)

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

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

    Further Reading

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

    Institutional Ownership by Quarter for NVIDIA (NASDAQ:NVDA)



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

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

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

    UnitedHealth Group Trading Up 1.3%

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

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

    UnitedHealth Group Dividend Announcement

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

    Analyst Ratings Changes

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

    View Our Latest Analysis on UNH

    UnitedHealth Group Profile

    (Free Report)

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

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

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



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

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

    A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Vanguard Group Inc. boosted its holdings in shares of Vanguard S&P 500 ETF by 6.7% during the second quarter. Vanguard Group Inc. now owns 36,763,979 shares of the company’s stock worth $20,883,043,000 after acquiring an additional 2,313,230 shares during the period. California Public Employees Retirement System lifted its holdings in Vanguard S&P 500 ETF by 17.9% during the 2nd quarter. California Public Employees Retirement System now owns 25,883,852 shares of the company’s stock worth $14,702,804,000 after purchasing an additional 3,931,698 shares during the last quarter. Bank of America Corp DE boosted its stake in Vanguard S&P 500 ETF by 2.2% in the 2nd quarter. Bank of America Corp DE now owns 25,095,520 shares of the company’s stock valued at $14,255,008,000 after purchasing an additional 538,659 shares during the period. Goldman Sachs Group Inc. grew its holdings in Vanguard S&P 500 ETF by 2.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 13,225,319 shares of the company’s stock valued at $6,796,624,000 after buying an additional 373,546 shares in the last quarter. Finally, Envestnet Asset Management Inc. increased its position in Vanguard S&P 500 ETF by 1.2% during the 2nd quarter. Envestnet Asset Management Inc. now owns 11,926,171 shares of the company’s stock worth $6,774,413,000 after buying an additional 146,269 shares during the period.

    Vanguard S&P 500 ETF Stock Performance

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

    About Vanguard S&P 500 ETF

    (Free Report)

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

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



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

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

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

    Insider Activity at Waste Management

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

    Waste Management Trading Up 0.5%

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

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

    Waste Management Dividend Announcement

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

    Analysts Set New Price Targets

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

    View Our Latest Research Report on Waste Management

    Waste Management Profile

    (Free Report)

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

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

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



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

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

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

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

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

    About iShares Core U.S. Aggregate Bond ETF

    (Free Report)

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

    Further Reading

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



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

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

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

    Invesco QQQ Stock Up 1.3%

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

    Invesco QQQ Increases Dividend

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

    Invesco QQQ News Roundup

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

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

    Invesco QQQ Company Profile

    (Free Report)

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

    See Also

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

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



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    ABMN Staff

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