Oak Harvest Investment Services significantly increased its stake in Ambarella, Inc. by 539.2% in the fourth quarter, purchasing 26,959 shares to bring its total holdings to 31,959 shares valued at approximately $2.26 million. Despite this institutional buying, company insiders have sold a considerable number of shares recently, totaling $5.8 million in the last 90 days. Ambarella beat its quarterly EPS estimates and saw a 20.1% increase in revenue year-over-year, yet analysts maintain a "Moderate Buy" rating with an average price target of $96.00.

Kimberly-Clark Corp (US4943681035) offers stability to investors through its portfolio of essential consumer products like Huggies and Kleenex, which maintain predictable demand regardless of economic conditions. The company's business model, focused on innovation, efficient supply chains, and global reach, provides consistent cash flows and defensive appeal against inflation and recessions. While facing challenges from raw material volatility and private-label competition, its strong brand equity and R&D investments position it as a reliable dividend payer with long-term value creation potential.

Ninety One UK Ltd increased its stake in McKesson Corporation by 4.1% in the fourth quarter, purchasing an additional 1,654 shares to bring its holdings to 42,244 shares valued at $34.65 million. This comes as McKesson exceeded earnings expectations for the quarter, reporting $9.34 EPS versus $9.19 anticipated, and announced FY2026 guidance. Institutional ownership of McKesson stands at 85.07%, with several other hedge funds also adjusting their positions in the company.

Ninety One UK Ltd significantly increased its stake in Qualcomm Incorporated by purchasing an additional 153,011 shares, bringing its total holdings to 377,093 shares valued at approximately $64.5 million. This move comes as institutional investors now own about 74.35% of the company's stock. Qualcomm also announced a $20 billion share buyback program and raised its quarterly dividend to $0.92, reflecting strong financial confidence despite mixed analyst sentiment and recent insider selling activity.

Ninety One UK Ltd significantly increased its stake in Corteva, Inc. (NYSE:CTVA) by 52% in Q4, acquiring an additional 293,581 shares to reach a total of 858,349 shares valued at approximately $57.5 million. This stake represents about 0.13% of the company. Corteva reported Q4 EPS of $0.22, in line with estimates, but missed revenue expectations, and provided FY2026 guidance, while analysts maintain a "Moderate Buy" rating with an average target price of $84.52.

Ninety One UK Ltd increased its stake in Take-Two Interactive Software (NASDAQ:TTWO) by 2.8% in Q4, acquiring an additional 52,881 shares to hold a total of 1,926,744 shares valued at approximately $493.3 million. Institutional ownership of TTWO stands at 95.46%, with a consensus "Moderate Buy" rating and a target price of $284.31 from analysts. Despite recent insider selling totaling $13.98 million, the stock's performance and analyst ratings suggest continued interest from institutional investors.

Ninety One North America Inc. initiated a new position in Freeport-McMoRan Inc. (NYSE:FCX) during the fourth quarter, acquiring 64,777 shares valued at approximately $3.29 million. Institutional investors now hold about 80.77% of FCX stock. Freeport-McMoRan recently exceeded earnings estimates for Q4 and declared a quarterly dividend of $0.075 per share, although insiders have been net sellers, offloading shares worth around $35.84 million in the past three months.

Ninety One UK Ltd significantly increased its stake in Williams Companies, Inc. by purchasing an additional 259,553 shares, bringing their total to 768,819 shares valued at $46.2 million. Several other large institutional investors also boosted their positions in Williams Companies, contributing to an overall institutional ownership of 86.44%. The company recently increased its quarterly dividend to $0.525 per share and provided FY2026 EPS guidance of $2.20–$2.38.

Ninety One UK Ltd increased its stake in Intercontinental Exchange Inc. by 3.7% in Q4 2025, acquiring 56,396 additional shares. This brings their total holdings to 1,595,231 shares, valued at approximately $258.36 million. Despite recent insider selling, analysts maintain a "Buy" rating for ICE, with key investors like State Street Corp and Wellington Management Group LLP also modifying their holdings.

Ninety One North America Inc. significantly increased its stake in Intercontinental Exchange (ICE) by 299.7% in the fourth quarter, acquiring 19,298 additional shares. This brings their total holdings to 25,737 shares, now valued at approximately $4.17 million. Despite recent insider selling, Wall Street analysts maintain a "Buy" consensus rating for ICE, with an average price target of $193.80, following the company's strong quarterly earnings beat.