The Swiss National Bank reduced its stake in Gilead Sciences by 5.2% in the fourth quarter, now holding 3.4 million shares worth $417.34 million. Despite this reduction, other institutional investors increased their holdings, and analysts maintain a "Moderate Buy" rating with a consensus price target of $156.93. The article also highlights recent positive developments for Gilead, including favorable analyst sentiment, positive Phase 3 results for an HIV regimen, and confidence in its pipeline.

Nuveen LLC increased its stake in American Express (AXP) by 6% in the fourth quarter, now holding 5.17 million shares valued at $1.91 billion. Despite revenue coming in below expectations, American Express reported stronger-than-expected earnings per share of $4.28 for the latest quarter and maintains a quarterly dividend of $0.95. The company's stock shows a market cap of $217.63 billion, with institutional investors owning 84.33% of its shares.

Parnassus Investments LLC recently trimmed its stake in Procter & Gamble (PG) by 17.8% in the fourth quarter, reducing its holdings to 2.6 million shares valued at approximately $373.2 million. Despite this reduction, analysts maintain an overall "Moderate Buy" rating for PG with a consensus price target of $160.78, reinforcing the stock's appeal as a defensive, income-oriented investment, especially after its reported better-than-expected EPS of $1.59 and an increased dividend of $1.0885 per share. The company's recent actions, including a dividend increase and innovation in beauty tech, contribute to its positive sentiment, although a leadership reshuffle and job cuts introduce some near-term concerns.

Parnassus Investments LLC increased its stake in Rockwell Automation (NYSE:ROK) by 7.7% in the fourth quarter, bringing its total holdings to 64,815 shares valued at $25.2 million. This comes as Rockwell Automation reported better-than-expected quarterly earnings with an EPS of $3.30 and revenue of $2.24 billion, an 11.9% increase year-over-year. The company also announced a $1 billion share repurchase program and a quarterly dividend, maintaining a "Moderate Buy" rating from analysts with an average price target of $451.75.

Parnassus Investments LLC increased its stake in Sysco Corporation by 1.0% in the fourth quarter, bringing its total holdings to over 1.61 million shares valued at approximately $118.7 million. This comes after Sysco reported mixed quarterly results, with EPS slightly missing estimates while revenue showed a 4.7% year-over-year increase. The company also announced an increase in its quarterly dividend to $0.55 per share, and a director recently acquired over $1 million worth of stock.

Nuveen LLC reduced its stake in The Home Depot, Inc. by 5.3% in the fourth quarter, selling 307,940 shares but still owning 5.52 million shares valued at approximately $1.9 billion. Home Depot reported strong quarterly results, with EPS of $3.43 and revenue of $41.77 billion, and also increased its FY2026 guidance. The company continues to return value to shareholders through a quarterly dividend of $2.33 per share.

Nuveen LLC reduced its stake in Amgen Inc. by 4.2% in the fourth quarter, selling 86,287 shares but still retaining a significant holding valued at $643.5 million. Despite this, institutional investors collectively own 76.5% of the company. Analyst sentiment is mixed, holding an average "Hold" rating and a target price of $354.12, although Amgen reported strong quarterly earnings and positive Phase 3 data for its drug Repatha and progress in its obesity-drug strategy.

Parnassus Investments LLC significantly increased its stake in Old Dominion Freight Line, Inc. (NASDAQ: ODFL) by 116.0% in the fourth quarter, acquiring an additional 205,910 shares to hold a total of 383,487 shares valued at over $60 million. Other institutional investors like JPMorgan Chase & Co., Citigroup Inc., and Quantum Capital Management LLC NJ also boosted their holdings. The report also details recent analyst ratings, the company's stock performance, latest quarterly earnings, and a declared quarterly dividend.

Parnassus Investments LLC increased its stake in Cigna Group (NYSE:CI) by 2.6% in the fourth quarter, holding shares valued at $92.37 million. Other institutional investors also adjusted their positions, and analysts have set new price targets, with a consensus "Moderate Buy" rating. Cigna Group reported strong quarterly earnings, surpassing analyst estimates, and announced a quarterly dividend.

UniSuper Management Pty Ltd increased its stake in Cisco Systems, Inc. by 0.5% during the fourth quarter, acquiring an additional 11,355 shares. This makes Cisco its 15th largest holding, valued at $191.1 million. The article also details recent insider stock sales, Cisco's strong Q4 earnings, and updated analyst ratings, highlighting the company's focus on AI security and networking deployments.