KBC Group NV reduced its stake in Elevance Health, Inc. by 30.6% in the fourth quarter, now holding 77,979 shares valued at approximately $27.34 million. Elevance Health reported a Q4 EPS beat and increased its quarterly dividend to $1.72, while analysts maintain a "Hold" consensus with an average price target of $383.57. Other institutional investors have also adjusted their positions in the healthcare company.

Lbp Am Sa reduced its stake in Exelon Corporation (NASDAQ:EXC) by 28.0% in the fourth quarter, selling 43,671 shares and holding 112,215 shares valued at $4.89 million. Despite this, other institutional investors like Vanguard Group Inc., Lazard Asset Management LLC, and Wellington Management Group LLP increased their positions in Exelon. Analyst ratings are mixed, with a consensus "Hold" rating and a target price of $51.00, while the company recently increased its quarterly dividend to $0.42 per share.

KBC Group NV increased its stake in Expedia Group, Inc. by 4.3% in the fourth quarter, acquiring an additional 3,810 shares to own a total of 91,643 shares valued at approximately $25.96 million. Expedia exceeded analyst expectations with its recent quarterly earnings, reporting an EPS of $3.78 and revenue of $3.55 billion, and subsequently raised its quarterly dividend to $0.48. Despite mixed analyst ratings, with a consensus target price of $282.42, institutions own 90.76% of the stock.

KBC Group NV significantly reduced its stake in Fortinet, Inc. by 47.4% in the fourth quarter, selling 291,464 shares, though still holding 323,583 shares valued at approximately $25.7 million. Additionally, company insiders, including CEO Ken Xie and VP Michael Xie, sold substantial amounts of stock in early February. Despite these sales, Fortinet reported strong Q4 results, beating EPS and revenue estimates, and provided positive Q1 and full-year 2026 guidance, while analysts currently hold a consensus "Hold" rating for the stock.

KBC Group NV has significantly reduced its stake in VeriSign, Inc. by selling 244,677 shares in the fourth quarter, leaving them with 92,730 shares valued at approximately $22.53 million. VeriSign reported Q4 EPS of $2.23, missing estimates, but revenue increased 7.6% year-over-year to $425.3 million and the company announced a raised quarterly dividend of $0.81. Analysts currently maintain a "Moderate Buy" rating for VeriSign with an average target price of $297.00.

KBC Group NV significantly decreased its stake in Ventas, Inc. (NYSE:VTR) by 54.2% in the fourth quarter, selling 371,255 shares and retaining 314,020 shares valued at approximately $24.3 million. This reduction comes despite Ventas reporting 21.7% year-over-year revenue growth in Q4, but also a considerable earnings miss and subsequent insider stock sales by the CEO and EVP. Meanwhile, Ventas increased its quarterly dividend to $0.52 per share, and analysts maintain a "Moderate Buy" rating with a consensus target price of $90.47.

Lbp Am Sa reduced its stake in Yum! Brands, Inc. by 49.2%, holding 11,639 shares valued at $1.76 million. Insiders have sold 14,138 shares totaling $2.29 million in the last 90 days. Analysts maintain a "Moderate Buy" rating with an average price target of $174.50, and Yum! Brands recently increased its quarterly dividend to $0.75 per share.

KBC Group NV increased its stake in Hewlett Packard Enterprise (HPE) by 8.5% in Q4 2025, now owning 808,676 shares valued at $19.42 million. This comes as institutions collectively own 80.78% of HPE. Despite positive earnings and revenue growth, and a declared quarterly dividend, company insiders have been net sellers, offloading over 411,000 shares in the past 90 days.

KBC Group NV significantly increased its stake in Kraft Heinz Company by 322% in the fourth quarter, acquiring 699,290 additional shares to own a total of 916,485 shares valued at $22.22 million. Despite this, Wall Street analysts maintain a cautious outlook, with a consensus "Reduce" rating and an average target price of $23.53. Kraft Heinz reported better-than-expected Q4 EPS but a 3.4% revenue decline and a negative net margin, alongside a quarterly dividend of $0.40 per share, yielding 7.1%.

KBC Group NV increased its stake in American International Group (AIG) by 6.0% in Q4, acquiring an additional 18,323 shares to own a total of 324,942 shares valued at approximately $27.8 million. Despite several analysts trimming price targets, AIG holds an average "Hold" rating with an average target price of $87.41 and recently beat its quarterly EPS estimates while paying a quarterly dividend of $0.45.