Basswood Capital Management L.L.C. significantly increased its stake in Raymond James Financial, Inc. (NYSE:RJF) by 56.2% in Q4, with holdings now valued at approximately $24.96 million. Raymond James Financial reported strong Q2 EPS of $2.83, surpassing estimates, and declared a quarterly dividend of $0.54 per share. Analyst sentiment for RJF is currently mixed, with a consensus "Hold" rating and an average price target of $172.92.

Brown Advisory Inc. reduced its stake in Generac Holdings Inc. by 17.6% in the fourth quarter, selling 186,405 shares. Despite this, other hedge funds increased their positions in Generac and institutional investors now own 84.04% of the stock. Generac reported stronger-than-expected earnings for the last quarter and analysts maintain a "Moderate Buy" rating with a consensus price target of $278.65.

Clean Energy Transition LLP decreased its stake in Fortive Corporation by 10.3% in the fourth quarter, selling over 120,000 shares, though it remains its 6th largest position. Additionally, Fortive SVP Peter C. Underwood sold 47,557 shares in May. Fortive recently reported strong quarterly earnings, authorized a 20 million-share buyback, and announced a $0.06 quarterly dividend, with analysts generally rating the stock as "Hold."

Epoch Investment Partners Inc. increased its stake in Cisco Systems, Inc. by 17.6%, acquiring an additional 354,486 shares and bringing its total holdings to 2,374,248 shares, valued at $182.89 million. This makes Cisco the 16th largest holding in Epoch's portfolio, representing 1.0% of their total assets. Other institutional investors also modified their holdings, with the article also discussing recent analyst ratings, price performance, insider trades, and dividend information for Cisco Systems.

Epoch Investment Partners Inc. significantly increased its stake in Old Dominion Freight Line, Inc. (NASDAQ:ODFL) by 113.0% in the fourth quarter, now owning 753,997 shares valued at $118.23 million. Other institutional investors like Vanguard Group Inc., State Street Corp, and CIBC Private Wealth Group LLC also raised their positions in the transportation company. The stock generally holds a "Hold" rating from analysts with an average price target of $215.43, despite a recent insider stock sale by Director Greg C. Gantt.

Entropy Technologies LP acquired a new stake of 255,184 shares in Altria Group, Inc. during the fourth quarter, valued at approximately $14.71 million, making it their 18th largest position. Other institutional investors like Vanguard Group Inc., State Street Corp, and Charles Schwab Investment Management Inc. also increased their holdings in Altria Group. Analysts have issued varied ratings for Altria Group, with an average target price of $70.44, and the company recently announced a quarterly dividend of $1.06 per share.

Entropy Technologies LP acquired 13,781 shares of Motorola Solutions, Inc. (MSI) in the fourth quarter, valued at approximately $5.28 million. Motorola Solutions reported strong quarterly results, beating EPS and revenue estimates, and announced a quarterly dividend of $1.21 per share. Analysts generally maintain a "Buy" rating with an average price target of $504.67 for the communications equipment provider.

Epoch Investment Partners Inc. decreased its stake in RTX Corporation by 13.1% in the fourth quarter, selling 53,898 shares. Other hedge funds made various adjustments to their holdings, and RTX announced an increased quarterly dividend of $0.73 per share. The company reported strong financial results, beating earnings and revenue estimates, and received several positive analyst outlooks, alongside some downgrades.

Entropy Technologies LP initiated a new position in VeriSign, Inc. (NASDAQ:VRSN) during the fourth quarter, purchasing 23,393 shares valued at approximately $5.68 million. This investment follows VeriSign's strong quarterly results, where it surpassed analyst estimates with an EPS of $2.34 and reported revenue of $428.9 million, marking a 6.6% year-over-year increase. The company also declared a quarterly dividend of $0.81 per share, and analysts currently maintain a "Moderate Buy" rating for the stock with an average price target of $317.67.

Epoch Investment Partners Inc. reduced its stake in Amazon.com (NASDAQ:AMZN) by 13.5% in the fourth quarter, selling 97,404 shares. Despite this, other institutional investors like Norges Bank, Nuveen LLC, and Goldman Sachs Group Inc. increased their positions significantly. Insiders also sold shares, while analysts maintained a "Moderate Buy" rating with an average target price of $312.78.