Landscape Capital Management L.L.C. significantly increased its holdings in Ford Motor Company (NYSE:F) by 416.5% during the fourth quarter, bringing its total ownership to 217,761 shares valued at $2.86 million. Other institutional investors also adjusted their positions, with the company currently having a consensus "Hold" rating from analysts and an average price target of $14.63. The article also details Ford's recent financial performance, dividends, and news including recalls and analyst target adjustments.

Mariner LLC increased its stake in Expedia Group (NASDAQ:EXPE) by 10.9% in the fourth quarter, purchasing 53,906 additional shares to bring its total holdings to 548,060 shares valued at approximately $155.3 million. Despite recent insider selling, institutional investors own 90.76% of the company. Analysts currently rate EXPE as a consensus "Hold" with an average price target of $284.42, following strong quarterly earnings that beat estimates.

Focus Partners Wealth increased its stake in Transdigm Group Incorporated (NYSE:TDG) by 6.0% in the fourth quarter, bringing their total holdings to 51,662 shares valued at $68.73 million. Other institutional investors like Norges Bank, Franklin Resources Inc., and Capital Research Global Investors also significantly modified their positions in the aerospace company. Analysts have given TDG a "Moderate Buy" rating with an average price target of $1,524.18, following recent earnings that beat consensus estimates and a revenue increase of 18.3% year-over-year.

Landscape Capital Management L.L.C. has acquired a new position in Textron Inc. (NYSE:TXT) worth approximately $2.91 million during the fourth quarter, purchasing 33,382 shares. Other institutional investors also increased their holdings in the aerospace company. Textron recently announced a quarterly dividend of $0.02 and reported strong Q1 earnings, beating analyst estimates.

Fieldview Capital Management LLC recently reduced its stake in Bristol Myers Squibb (NYSE:BMY) by 49.4%, now holding 29,673 shares valued at $1.60 million. Other institutional investors like Brighton Jones LLC and Sivia Capital Partners LLC increased their holdings, while insider David V. Elkins sold 30,000 shares worth over $1.85 million. The company reported strong Q4 earnings, topping analyst estimates, and analysts maintain a "Hold" consensus rating with an average target price of $61.31.

Fieldview Capital Management LLC recently acquired a new position in Microchip Technology Incorporated (NASDAQ:MCHP), investing approximately $1.20 million by purchasing 18,765 shares during the fourth quarter. This move is part of broader institutional interest, with other major firms also adjusting their stakes in the semiconductor company. The article also details recent analyst ratings, financial performance, and insider trading activity for Microchip Technology.

Mariner LLC recently reduced its stake in Costco Wholesale Corporation by 0.9% in the fourth quarter, selling 3,561 shares but still holding a significant position valued at $341.8 million. Despite this minor sell-off, institutional ownership remains strong, with major investors like Vanguard and Morgan Stanley increasing their holdings. Analysts maintain a "Moderate Buy" rating for Costco, with an average price target of $1,060.41, following a quarter where the company slightly missed EPS estimates but beat revenue expectations and raised its dividend.

Financial Gravity Asset Management Inc. significantly increased its stake in Netflix (NASDAQ:NFLX) by 976.0% during the fourth quarter, now holding 38,704 shares valued at $3.63 million. Several other institutional investors also adjusted their positions in NFLX. The article also covers key news impacting Netflix, including positive sentiment from analysts and forecasts, as well as insider selling activity and analyst rating changes.

Mill Creek Capital Advisors LLC significantly increased its holdings in Stryker Corporation (NYSE:SYK) in the fourth quarter, acquiring an additional 3,808 shares, bringing their total to 4,410 shares valued at $1.55 million. Several other institutional investors also adjusted their positions in the medical technology company. Analyst ratings show a consensus "Moderate Buy" with a target price of $395.33, despite recent target price reductions from some firms, while insider transactions reveal significant share sales by company VPs.

Quiver Quantitative reported a $190 million payment from the Department of Defense to NORTHROP GRUMMAN SYSTEMS CORPORATION (NOC) on March 11, 2026, for work on the Ground-Based Midcourse Defense (GMD) Weapon System. The article also details NOC's various government contracts totaling over $7.1 billion in the last year, congressional stock trading activity, insider trading, and significant institutional investor moves.