Epoch Investment Partners Inc. increased its stake in Texas Instruments (NASDAQ:TXN) by 14.2% in the fourth quarter, bringing its total holdings to 523,565 shares valued at $90,833,000. Several other institutional investors also adjusted their positions in the semiconductor company. Texas Instruments recently reported strong Q4 earnings, surpassing analyst estimates, and announced a quarterly dividend of $1.42 per share.

Dockside LLC has acquired a new stake in American Electric Power Company, Inc. (AEP), purchasing 16,584 shares worth approximately $1.91 million in the fourth quarter. This move comes as AEP reported strong quarterly results, with EPS of $1.64 and revenue of $6.02 billion, exceeding analyst expectations. The company also offers a quarterly dividend of $0.95 per share, contributing to its "Moderate Buy" consensus rating from analysts with an average price target of $141.10.

Entropy Technologies LP has acquired a new stake in United Rentals, Inc. valued at approximately $12.63 million, purchasing 15,602 shares. This comes as other hedge funds also modified their holdings in the company. United Rentals recently reported mixed financial results, missing analyst EPS estimates but announcing a quarterly dividend.

Dixon Mitchell Investment Counsel Inc. reduced its stake in Lowe's Companies, Inc. by 18.7% in the fourth quarter, selling 48,748 shares and retaining 212,480 shares valued at approximately $51.3 million. Despite this, Lowe's reported strong quarterly results, exceeding EPS and revenue expectations, and raised its full-year FY2026 EPS guidance. The company also increased its quarterly dividend, and analysts maintain a "Moderate Buy" rating with an average price target of $264.57.

Eventide Asset Management LLC increased its stake in United Rentals, Inc. (NYSE:URI) by 19.6% in the fourth quarter, bringing its total ownership to 95,940 shares valued at $77.67 million. Other hedge funds also adjusted their positions, with notable increases from Norges Bank, Capital International Investors, TD Asset Management Inc, Robeco Institutional Asset Management B.V., and Capital World Investors. United Rentals currently holds a "Moderate Buy" rating from analysts, with a consensus price target of $1,045.81.

Dixon Mitchell Investment Counsel Inc. has invested $17.34 million in Uber Technologies, Inc. by purchasing 212,170 shares during the fourth quarter. This move highlights continued institutional interest in Uber, with other major investors like Vanguard also increasing their stakes. Despite beating earnings expectations with $0.72 EPS, Uber's stock saw a slight dip and trades below its 52-week high, while analysts maintain a "Moderate Buy" rating with an average price target of $104.97.

Epoch Investment Partners Inc. reduced its stake in Cummins Inc. (NYSE:CMI) by 31.6% in the fourth quarter, selling 72,633 shares and owning 157,046 shares valued at $80.16 million. Despite this, other institutional investors have bought shares, and approximately 83.46% of Cummins stock is held by hedge funds and institutional investors. Cummins reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $2.00 per share.

Epoch Investment Partners Inc. significantly increased its stake in Texas Pacific Land Corporation (NYSE:TPL) by 252.9% in the fourth quarter, owning 381,685 shares valued at $109,628,000. Other institutional investors also raised their positions, while CFO Chris Steddum sold 3,170 shares. Analysts currently have a "Hold" rating on the stock with an average price target of $639.00.

Epoch Investment Partners Inc. significantly increased its stake in Microchip Technology Incorporated (NASDAQ:MCHP) by 16.5% in the fourth quarter, now owning 1,349,136 shares valued at $85.97 million. Other institutional investors also adjusted their holdings, contributing to hedge funds and institutional investors owning 91.51% of the company's stock. Analysts currently rate MCHP as a "Moderate Buy" with a consensus target price of $98.18, following several price target increases and rating adjustments from various firms.

DE Burlo Group Inc. increased its stake in Intuit Inc. by 60.1% in the fourth quarter, purchasing 15,925 additional shares to bring its total holding to 42,410 shares valued at approximately $28.1 million. Other institutional investors also modified their positions in Intuit, which maintains a high institutional ownership of 83.66%. Analyst sentiment remains largely positive despite recent price target cuts and concerns about AI monetization and legal investigations.