KBC Group NV increased its Wells Fargo & Company (WFC) stock holdings by 11.3% in the fourth quarter, reaching 1.66 million shares valued at $154.5 million. This increase occurred despite mixed Q1 results for Wells Fargo, including an EPS beat but revenue and net interest income miss, leading to analyst price target cuts and a stock pullback. Insider selling of WFC shares also occurred, with executives selling over 115,000 shares worth $10.05 million in the last quarter.

KBC Group NV increased its holdings in Welltower Inc. by 10.2% in the fourth quarter, purchasing an additional 98,879 shares to own a total of 1,065,357 shares valued at approximately $197.74 million. Welltower (NYSE:WELL) recently reported strong Q4 earnings, surpassing estimates, with revenue up 41.3% to $3.18 billion, and set a positive FY2026 EPS guidance. Analyst sentiment is cautiously optimistic, with a "Moderate Buy" consensus and an average price target of $225.43, as several firms like Wells Fargo, RBC, and Morgan Stanley raised their targets, while Weiss Ratings downgraded the stock to a hold.

KBC Group NV increased its stake in Gilead Sciences, Inc. by 9.6% in the fourth quarter, now owning 3,244,626 shares valued at $398.25 million. Several other institutional investors also adjusted their positions in Gilead Sciences, which recently reported strong earnings and increased its quarterly dividend. Analyst ratings for GILD are predominantly positive, with a "Moderate Buy" consensus and an average target price of $156.77.

KBC Group NV has significantly increased its stake in Western Digital Corporation by 166.7% in Q4 2025, now owning 597,009 shares valued at over $102 million. Western Digital beat Q4 earnings estimates, reporting $2.13 EPS and $3.02 billion in revenue, leading to its stock trading near a 52-week high with a "Moderate Buy" consensus from analysts. Despite strong institutional ownership (92.51%), there has been recent insider selling of approximately 92,795 shares worth $24.3 million.

KBC Group NV increased its holdings in Waste Management, Inc. (NYSE:WM) by 1.9% in Q4, acquiring 6,716 shares to reach a total of 352,713 shares valued at approximately $77.5 million. This increase in institutional ownership comes amidst significant insider selling, with CEO James C. Fish Jr. and VP Donald J. Smith disposing of shares totaling around $7 million and $2.85 million respectively. Despite slightly missing quarterly earnings per share and revenue estimates, Waste Management reported 7.1% year-over-year revenue growth and raised its quarterly dividend to $0.945 per share.

KBC Group NV increased its holdings in International Business Machines (NYSE:IBM) by 28.6% in the fourth quarter, now owning 860,199 shares worth $254.79 million. Other institutional investors also adjusted their positions in IBM, with hedge funds and institutions collectively owning 58.96% of the stock. IBM recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend, while facing mixed analyst sentiment and recent insider buying activity.

KBC Group NV reduced its stake in HCA Healthcare by 7.1% in Q4 2025, selling 29,487 shares to hold 384,421 shares valued at $179.47 million. Meanwhile, insiders sold 15,214 shares worth approximately $7.8 million, though corporate insiders still own 1.50% of the company. HCA Healthcare exceeded Q4 earnings expectations with an EPS of $8.01, reported a 6.7% revenue increase year-over-year, and raised its quarterly dividend to $0.78, maintaining a "Moderate Buy" consensus rating from analysts with an average price target of $537.36.

KBC Group NV increased its stake in Intuitive Surgical, Inc. by 4.7% in the fourth quarter, now owning 420,593 shares worth $238.2 million. Several other institutional investors also adjusted their positions, with 83.64% of the stock held by institutions. Analysts have set a consensus "Moderate Buy" rating with an average price target of $598.36, despite some recent price target reductions.

Lbp Am Sa reduced its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 22.9% in the fourth quarter, selling 10,383 shares. Despite this trim, other institutional investors have increased their positions. Analyst ratings for ISRG currently trend towards a "Moderate Buy," with an average target price of $598.36, although some recent price targets have been lowered.

PFG Investments LLC increased its stake in Invesco QQQ (NASDAQ:QQQ) by 16.7% in the fourth quarter, now holding 37,435 shares valued at approximately $22.996 million. This makes QQQ its 13th largest holding, representing 1.1% of its investment portfolio. Other institutional investors also adjusted their QQQ holdings, contributing to a total institutional ownership of 44.58%, with active ETF inflows and options trading indicating strong market interest.