Duff & Phelps Investment Management Co. sold 56,586 shares of Sempra Energy (NYSE:SRE) in the fourth quarter, reducing its stake by 2.6% to 2,086,619 shares. Despite this sale, Sempra Energy remains the 6th largest position in their portfolio, accounting for 2.1% of their total investments. Other major institutional investors, including Vanguard Group Inc. and Capital International Investors, increased their holdings in Sempra Energy during the same period.

Duff & Phelps Investment Management Co. increased its stake in Ventas, Inc. (NYSE:VTR) by 6.7% in the fourth quarter, making it their fifth largest position. This comes despite Ventas missing quarterly EPS estimates, though the company provided positive FY2026 guidance and raised its quarterly dividend. Institutional ownership remains high at 94.18%, though some insiders have recently sold shares.

Duff & Phelps Investment Management Co. decreased its stake in Iron Mountain (IRM) by 3.8% in Q4, now holding 1,580,452 shares valued at $131.10 million. Insiders have also been selling shares, with EVP Mithu Bhargava and Mark Kidd selling significant amounts, bringing total insider sales to $48.3 million in the last 90 days. Despite a quarterly dividend payment, the company has an elevated payout ratio, and analysts maintain a "Hold" rating with an average target price of $122.

Duff & Phelps Investment Management Co. significantly increased its stake in AvalonBay Communities, Inc. (AVB) in the fourth quarter, now holding 940,065 shares valued at $170.44 million, making it their 8th largest position. AvalonBay also announced an increase in its quarterly dividend to $1.78 per share, resulting in an annualized yield of 4.2%. Analysts generally maintain a "Hold" rating on the stock with an average price target of $197.00.

Duff & Phelps Investment Management Co. increased its stake in American Tower Corporation by 0.8% in Q4, making it its 11th largest holding. This comes amidst a mixed sentiment from analysts, with some upgrading the stock due to CoreSite's data-center contribution and 5G leasing demand, while others remain cautious due to past underperformance and an EPS miss. American Tower also recently announced an increased quarterly dividend, emphasizing its commitment to shareholder returns.

International Paper has agreed to acquire North Pacific Paper Company (NORPAC) from One Rock Capital Partners for $360m. The acquisition aims to enhance International Paper's operational flexibility, reduce costs, and expand its capacity to meet demand for lightweight recycled containerboard. NORPAC operates a paper mill in Longview, Washington, with three paper machines and an annual output of about one million tonnes of containerboard and other paper grades.

Cadence and NVIDIA are expanding their partnership to accelerate agentic AI, physics-based simulation, and digital twin-driven engineering workflows. This collaboration aims to boost productivity in semiconductor design, physical AI systems, and hyperscale AI factories by integrating Cadence's EDA and SDA technologies with NVIDIA CUDA-X, AI physics, and Omniverse libraries. The partnership includes developments such as Cadence's AgentStack for orchestrating design workflows and the integration of NVIDIA Omniverse DSX Blueprint for optimizing large-scale AI factory digital twins.

Fisher Funds Management LTD increased its stake in Old Dominion Freight Line (ODFL) by 15% in Q4, making it their 10th-largest holding. Despite significant insider selling totaling over $15 million, insiders still retain about 10% ownership. Analysts currently rate ODFL as a "Hold" with an average price target of $195.50, following its recent earnings beat and a modest dividend increase.

Redwire Corporation has secured over $20 million in new orders from the US Marine Corps for its advanced navigation variant of the Stalker Block 30 uncrewed aircraft system (UAS). These systems will enhance situational awareness and target tracking for intelligence, surveillance, and reconnaissance missions, especially in contested electronic warfare environments. This procurement adds to the nearly 250 Stalker aircraft already in use by the Marine Corps, acquired through a Defense Logistics Agency contract with Atlantic Diving Supply as the prime contractor.

This article highlights several stocks to watch on Friday, April 17, 2026, due to recent earnings reports and forecasts. Netflix Inc. reported better-than-expected Q1 2026 results but issued a weak Q2 forecast, causing its shares to tumble. State Street Corp. and Truist Financial Corp. are expected to report quarterly earnings, while Alcoa Corp. and Knight-Swift Transportation Holdings Inc. reported disappointing results.