Fisher Funds Management LTD reduced its stake in CMS Energy Corporation by 6.4% in the fourth quarter, selling 34,554 shares and holding 508,558 shares valued at $35.65 million. Other institutional investors also adjusted their positions, and CMS Energy reported strong Q4 earnings, raised its dividend, and received updated price targets from analysts. Multiple insider transactions, including a director buying shares and a CAO selling shares, were also recorded.

Fisher Funds Management LTD reduced its stake in Cisco Systems, Inc. by 4.2% in the 4th quarter, bringing its total holdings to 409,822 shares worth $31.66 million. While several other institutional investors increased their positions in CSCO, the article highlights mixed sentiment with positive news like a JPMorgan price target raise and AI-driven growth, alongside negative developments such as a Zacks downgrade and concerns over the Splunk acquisition's impact on debt and free cash flow. Cisco recently beat earnings estimates and increased its quarterly dividend to $0.42.

Fisher Funds Management LTD increased its stake in The Progressive Corporation (NYSE:PGR) by 43.7% in the fourth quarter, acquiring an additional 48,171 shares, bringing their total holdings to 158,416 shares valued at $36.3 million. This institutional buying activity comes despite recent insider selling and mixed analyst sentiment on Progressive's stock. The company recently reported strong Q1 earnings, beating analyst estimates, and announced a quarterly dividend.

Fisher Funds Management LTD increased its stake in Equinix, Inc. by 8.7% during the fourth quarter, bringing their total holdings to 22,503 shares valued at over $17 million. Other institutional investors also adjusted their positions in Equinix. The article also details recent insider selling activity, updated analyst price targets, and key financial performance metrics for Equinix.

Fisher Funds Management LTD has acquired a new position in Equifax, Inc. (NYSE:EFX), purchasing 128,154 shares valued at approximately $27.89 million during the fourth quarter. This acquisition makes Fisher Funds Management LTD own about 0.10% of Equifax's stock. Other institutional investors have also adjusted their holdings in Equifax, which recently reported strong earnings and increased its quarterly dividend.

Fisher Funds Management LTD reduced its stake in Union Pacific Corporation by 23.9% in the fourth quarter, selling 36,242 shares to hold a total of 115,129 shares valued at $26.68 million. Despite this, other hedge funds increased their holdings, and the stock maintains a "Moderate Buy" consensus rating from analysts with a target price of $267.10. The article also notes recent insider sales and discusses factors influencing investor sentiment for the railroad operator.

Fisher Funds Management LTD increased its stake in Humana Inc. by 43.1% in the fourth quarter, bringing their total holdings to 113,467 shares worth $29.27 million. Other institutional investors also adjusted their positions in Humana, with several boosting their holdings. The company recently reported its quarterly earnings, topping analyst estimates and announced a quarterly dividend of $0.885 per share payable on July 31st.

Dupont Capital Management Corp reduced its stake in Welltower Inc. (NYSE:WELL) by 26.0% in Q4 2025, selling 19,200 shares and retaining 54,536 shares valued at $10.12 million. Despite this, institutional ownership remains high at 94.8%, with major players like Vanguard and Capital World Investors increasing their positions. Analysts rate WELL as a "Moderate Buy" with a consensus price target of $225.43, following strong Q4 earnings, revenue growth, and positive FY 2026 guidance.

Fisher Funds Management LTD has initiated a new investment in Aptiv PLC, acquiring 24,930 shares valued at approximately $1.90 million in the fourth quarter. This move is part of a broader trend of institutional investors increasing their holdings, with 94.21% of the company's stock now owned by institutions. Aptiv reported a slight beat on Q4 earnings and revenue, providing optimistic guidance for Q1 and FY2026, though Wall Street analyst sentiment remains a "Moderate Buy" with some mixed views on price targets.

Fisher Funds Management LTD has acquired a new stake of 36,256 shares in American Express Company (NYSE:AXP), valued at approximately $13.46 million, during the fourth quarter. Other institutional investors also adjusted their holdings in AXP, while company insiders sold shares worth over $26 million in the last three months. Analysts currently have a "Hold" rating on American Express with an average target price of $350.70.