Fresh stock headlines and strict shooting-star breakout candidates in one place. No raw mover garbage.
JPMorgan Chase Financial Company LLC is offering $5.05 million in Auto-Callable Trigger PLUS securities linked to the MSCI Emerging Markets Index, maturing on June 22, 2029. These securities offer leveraged upside performance (140% of index gain) if not automatically redeemed, and principal...
Kovitz Investment Group Partners LLC significantly reduced its stake in Parker-Hannifin Corporation (NYSE:PH) by 92.1% in the fourth quarter, selling over 213,000 shares. This comes as Parker-Hannifin reported strong quarterly earnings, beating analyst estimates for both EPS and revenue, and increased its...
This article provides details on the C6427623 bond issued by Citigroup Global Markets Holdings Inc., due June 29, 2029, with a 4.6% coupon. It includes key financial terms such as outstanding amount, face value, minimum denomination, and ISIN. The bond's issuer, Citigroup...
This article provides detailed information on the Citigroup Inc. 5.5% 26-JUN-2041 bond, identified by FINRA:C6427622. It includes key terms such as outstanding amount, face value, coupon rate, maturity date, and issuer details. The article also describes Citigroup Inc.'s various segments and operations.
T. Rowe Price Investment Management Inc. has acquired a new position in Keurig Dr Pepper, Inc ($KDP), investing approximately $727.67 million in the company's stock during the fourth quarter. This makes T. Rowe Price Investment Management Inc. a significant shareholder, owning 1.91%...
TMB Capital Partners LLC has acquired a significant new position in Texas Pacific Land Corporation (NYSE:TPL), purchasing 25,560 shares valued at approximately $7.34 million. This investment makes TPL the firm's 8th largest holding, comprising 2.5% of its portfolio. Other institutional investors have...
Invesco Ltd. increased its stake in The Walt Disney Company by 16.2% in the fourth quarter, purchasing an additional 2.11 million shares. This acquisition brings Invesco Ltd.'s total holdings to over 15.1 million shares, valued at approximately $1.7 billion. Other institutional investors...
TMB Capital Partners LLC has initiated a new position in Marathon Petroleum Corporation (NYSE:MPC) by purchasing 13,414 shares worth approximately $2.18 million during the fourth quarter. Marathon Petroleum recently surpassed first-quarter earnings expectations and declared a quarterly dividend of $1.00 per share,...
McLaughlin Asset Management Inc. has initiated a new position in American Express Company (AXP), acquiring 4,047 shares valued at approximately $1.5 million, making it 1.3% of their portfolio. American Express reported Q1 EPS of $4.28, surpassing estimates, and declared a quarterly dividend...
Rare Wolf Capital LLC has acquired a new stake in Dollar General Corporation (NYSE:DG), purchasing 21,772 shares valued at approximately $2.89 million, making it their ninth-largest holding. Despite the company beating earnings expectations with a 3.4% revenue increase and raising its full-year...
T. Rowe Price Investment Management Inc. significantly increased its stake in Ingersoll Rand Inc. (NYSE:IR) by 18.6% in the fourth quarter, becoming its 17th largest position. Other institutional investors like Capital International Investors and Capital World Investors also boosted their holdings. The...
CoStar Group (CSGP) has seen a significant stock pullback of 11% in the last month and 30% in three months, leading some to believe it is undervalued by 38.6% with a fair value of $49.05 compared to its recent close of $30.12....
KLA Corporation (NASDAQ:KLAC) has seen its stock price rocket 109% in the past six months, reaching a new 52-week high of $260.62 per share. The company, a leading supplier of semiconductor chip measurement and inspection equipment, boasts impressive annualized revenue growth of...
Invesco Ltd. recently reduced its stake in Sysco Corporation (NYSE:SYY) by 1.3% in the fourth quarter, holding shares worth approximately $1.19 billion. Other institutional investors adjusted their positions, and insider John M. Hinshaw bought over 13,000 shares. Wall Street analysts have issued...
T. Rowe Price Investment Management Inc. significantly reduced its stake in Cheniere Energy, Inc. by selling 799,792 shares in the fourth quarter, decreasing its holdings by 22.8%. Despite this, other institutional investors have increased their positions in Cheniere Energy, and the company...
TMB Capital Partners LLC recently purchased a new stake of 19,159 shares, valued at $1.79 million, in Wells Fargo & Company (NYSE:WFC) during the fourth quarter. Institutional investors collectively own about 75.9% of Wells Fargo's stock, with several firms increasing their positions....
Invesco Ltd. increased its stake in Marriott International, Inc. (NASDAQ:MAR) by 2.7% during the fourth quarter, purchasing an additional 118,504 shares to own a total of 4,440,359 shares valued at $1.38 billion. Other institutional investors also adjusted their positions in the company,...
Invesco Ltd. increased its stake in The Home Depot, Inc. by 4.5% during the fourth quarter, acquiring an additional 143,973 shares to own a total of 3,319,987 shares valued at over $1.14 billion. Other institutional investors also adjusted their holdings in Home...
T. Rowe Price Investment Management Inc. increased its stake in Hilton Worldwide Holdings Inc. (HLT) by 0.1% in the fourth quarter, making the stock its 27th largest holding. Other institutional investors like Compound Planning Inc., Invesco Ltd., and Corient Private Wealth LLC...
Invesco Ltd. reduced its stake in Intuit Inc. (NASDAQ:INTU) by 8.1% in the fourth quarter, now holding 3.45 million shares valued at $2.29 billion. Other institutional investors also adjusted their positions in Intuit, which reported strong quarterly earnings exceeding estimates but faces...
This article provides a valuation analysis for CCC Intelligent Solutions Holdings Inc (CCCS), focusing on its P/E, P/B ratios, and overall fair value. It notes that key valuation data such as P/E, P/B, P/S, and P/CF have not yet been disclosed by...
Invesco Ltd. increased its stake in Philip Morris International Inc. by 2.5% during the fourth quarter, purchasing an additional 383,786 shares, bringing its total holdings to over 15.6 million shares valued at $2.5 billion. Other institutional investors like Schroder Investment Management Group,...
TMB Capital Partners LLC initiated a new position in Lowe's Companies, Inc. (NYSE:LOW) by purchasing 10,775 shares valued at approximately $2.6 million in the fourth quarter. This makes Lowe's 0.9% of TMB Capital Partners LLC's investment portfolio. Other institutional investors also adjusted...
Halliburton (HAL) stock is under pressure following a US-Iran peace deal that led to a sharp drop in global oil prices. This has prompted oil producers to cut spending, affecting Halliburton's service demand for drilling and hydraulic fracturing. Investors are concerned about...
Torrey Payne Wealth Management LLC has acquired a new stake of 2,264 shares in Rockwell Automation, Inc. (NYSE:ROK) valued at approximately $952,000 during the fourth quarter, making it their 18th largest holding. This comes as Rockwell Automation reported strong quarterly results, beating...
Torrey Payne Wealth Management LLC recently acquired 16,768 shares of NVIDIA Corporation (NASDAQ:NVDA), valued at approximately $3.13 million, making it their 12th-largest holding. This move is part of a broader institutional interest in NVIDIA, with various investors increasing their stakes, reflecting confidence...
Rare Wolf Capital LLC has initiated a new position in Salesforce Inc. ($CRM) during the fourth quarter, acquiring 6,947 shares valued at approximately $1.84 million, making it their 20th largest holding. Salesforce has received a "Moderate Buy" consensus from analysts with an...
BDFS Capital LLC has acquired 6,232 shares of The Walt Disney Company, valued at approximately $714,000, as part of a new position in the fourth quarter. This purchase aligns with generally positive business updates for Disney, including a new resort, strong expectations...
BDFS Capital LLC has initiated a new position in The Boeing Company (NYSE:BA) by acquiring 7,926 shares valued at $1.72 million during the fourth quarter, making it their 20th largest holding. Alongside other institutional investors increasing their stakes, this move highlights growing...
Dorsey Wright & Associates initiated a new position in General Motors (NYSE:GM) during the fourth quarter, acquiring 29,445 shares valued at approximately $2.39 million. This transaction occurred as General Motors exceeded earnings expectations with $3.70 EPS on $43.62 billion in revenue, and...
DGS Capital Management LLC recently initiated a new position in Cummins Inc. (NYSE:CMI), purchasing 1,906 shares valued at approximately $973,000 in the fourth quarter. This move comes as Cummins reported strong quarterly results, with EPS of $6.15 and revenue of $8.40 billion,...
The article provides an earnings forecast for Blackbaud Inc (BLKB), highlighting its current earnings forecast score of 7.50, ranking 243 out of 489 in the Software & IT Services industry. Analysts maintain a "Buy" rating for BLKB, with a consensus price target...
Klarna Group PLC (KLAR) has an institutional shareholding score of 3.00, placing it 284th in the Software & IT Services industry. The institutional shareholding proportion is 0.06%, which is a significant quarter-over-quarter decrease of 99.88%. James Simons is the largest institutional shareholder,...
Corient Private Wealth LLC significantly reduced its stake in Roper Technologies, Inc. ($ROP) by 19% in the fourth quarter, selling 173,047 shares and holding 735,424 shares valued at $327.3 million. Despite this reduction, Roper Technologies reported strong quarterly results with EPS of...
Alberta Investment Management Corp significantly increased its stake in BlackRock by 317.9% in the fourth quarter, bringing its holding to 16,300 shares valued at $17.4 million. Several other institutional investors also increased or initiated positions in BlackRock, with institutional investors now owning...
Corient Private Wealth LLC significantly increased its stake in Deere & Company by 52.2% in the fourth quarter, now holding 545,323 shares valued at approximately $234.64 million. This comes as Deere reported strong quarterly results, beating EPS and revenue estimates, and announced...
This article provides a technical analysis of LKQ Corp (LKQ), detailing its price momentum score of 6.89 and its ranking in the Automobiles & Auto Parts industry. It highlights the stock's current trading range between support and resistance levels, making it suitable...
CrossGen Wealth LLC has acquired a new stake of 12,241 shares, valued at $1.88 million, in The TJX Companies, Inc. This investment makes TJX Companies its 19th largest holding, representing 1.7% of its portfolio. Other institutional investors have also adjusted their positions...
Corient Private Wealth LLC significantly increased its stake in Lam Research Corporation (NASDAQ: LRCX) by 235.5% in the fourth quarter, now holding over 5.1 million shares valued at approximately $890 million. Wall Street analysts maintain a "Moderate Buy" rating, with a consensus...
Blue Capital Inc. has acquired a new position in Lam Research Corporation, purchasing 3,571 shares valued at approximately $611,000. This comes amidst increasing institutional interest, with 84.61% of Lam Research stock owned by institutions and hedge funds. Analysts are bullish on LRCX,...
CrossGen Wealth LLC has acquired a new position in Valero Energy Corporation (NYSE:VLO), purchasing 21,135 shares valued at approximately $3.44 million, making it their 10th largest position. Other institutional investors like Norges Bank and Arrowstreet Capital also made significant investments. The article...
Blue Capital Inc. recently acquired 16,787 shares of Valero Energy Corporation, valued at approximately $2.73 million, making it about 1.9% of their portfolio. Valero Energy reported strong quarterly results, beating revenue and earnings expectations, and declared a quarterly dividend of $1.20 per...
Drake & Associates LLC reduced its stake in Welltower Inc. by 34.4% in the fourth quarter, now holding 10,700 shares valued at approximately $1.99 million. Welltower reported strong quarterly results with an EPS of $1.02 and revenue of $3.35 billion, a 38.3%...
Blue Capital Inc. recently purchased 13,781 shares of Welltower Inc. (NYSE:WELL) for approximately $2.56 million, making it their 21st-largest holding. Institutional interest in Welltower remains strong, with multiple firms increasing their positions and analysts broadly maintaining a "Moderate Buy" rating with a...
Blue Capital Inc. acquired a new stake of 38,358 shares in CVS Health Corporation, valued at approximately $3.0 million, making it their 11th largest holding. Several other institutional investors have also adjusted their positions in CVS Health. The company recently exceeded earnings...
Raymond James Financial Planning Services offer personalized, comprehensive financial advice covering retirement, tax, estate planning, and more, adapting to clients' changing lives. This human-centered approach, while more expensive than online alternatives, provides a tailored experience for mid-career professionals and business owners seeking...
ATX Financial Planning LLC has acquired a new stake in Apollo Global Management Inc. (NYSE:APO), purchasing 8,056 shares valued at approximately $1.166 million. This move is part of a broader trend of significant institutional ownership in Apollo, with prominent firms like Vanguard...
Cambient Family Office LLC recently acquired a new position in Lowe's Companies, investing approximately $3.08 million in the home improvement retailer. This comes as Lowe's reported better-than-expected quarterly earnings and increased its quarterly dividend to $1.25 per share. Analysts currently rate Lowe's...
Cambient Family Office LLC recently acquired 18,193 shares of Autodesk, Inc. (NASDAQ:ADSK) for approximately $5.39 million in Q4, signaling continued institutional interest in the software company. Other major hedge funds also significantly increased their stakes in Autodesk during the same period. This...
Banque Transatlantique SA reduced its stake in Ingersoll Rand Inc. by 31.2% in the fourth quarter, now holding 180,200 shares valued at $14.33 million. Other institutional investors, such as T. Rowe Price Investment Management Inc., also modified their holdings. Insider Vicente Reynal...