Clearbridge Investments LLC reduced its stake in United Rentals, Inc. by 12.9% in the fourth quarter, selling 13,820 shares. Despite this, the company still holds 93,025 shares valued at approximately $75.3 million. Insider selling also occurred, with executives offloading 26,088 shares worth about $25.6 million, even as analysts largely maintain a "Moderate Buy" rating with an average target price of $1,013.63, despite a recent earnings miss.

Clearbridge Investments LLC increased its stake in International Flavors & Fragrances Inc. (IFF) by 2.8% during the fourth quarter, acquiring an additional 28,287 shares, bringing its total holdings to 1,032,069 shares valued at $69.6 million. The company reported stronger-than-expected quarterly results with an EPS of $1.25 and revenue of $2.74 billion, and analysts have a "Moderate Buy" rating with an average target price of $90.49. Additionally, International Flavors & Fragrances announced a quarterly dividend of $0.40 per share, payable on July 10th.

Clearbridge Investments LLC increased its stake in Lam Research Corporation by 5.5% in the fourth quarter, acquiring an additional 23,687 shares, bringing its total to 451,872 shares valued at approximately $77.35 million. Other institutional investors also boosted their holdings, with hedge funds and institutions now owning about 84.61% of the company. Lam Research reported strong quarterly earnings, beating analyst expectations, and maintains a "Moderate Buy" consensus rating with an average price target of $303.30.

Clearbridge Investments LLC reduced its stake in Builders FirstSource, Inc. (NYSE:BLDR) by 27.6% in the fourth quarter, selling 245,564 shares to hold 643,937 shares worth $66.3 million. Despite missing Q1 earnings estimates, the company's revenue exceeded forecasts, and its board authorized a $500 million share buyback plan. Insider buying was also noted, with Director Paul S. Levy purchasing 50,000 shares, increasing his ownership by nearly 3%.

Clearbridge Investments LLC has reduced its stake in O'Reilly Automotive, Inc. by 3.8% in the fourth quarter, holding 1,195,546 shares valued at $109,046,000. Other institutional investors have both increased and decreased their positions, with hedge funds and institutional investors collectively owning 85.00% of the company's stock. Analysts generally have a "Moderate Buy" rating for ORLY, with an average price target of $112.25.

Clearbridge Investments LLC reduced its stake in PepsiCo (NASDAQ:PEP) by 30% in the fourth quarter, selling 236,181 shares and retaining 551,984 shares valued at $79.2 million. Despite this reduction, PepsiCo reported strong quarterly results, beating EPS and revenue expectations, and raised its quarterly dividend to $1.48 per share, resulting in an annualized yield of 4.2%. Analysts currently have a "Hold" rating on the stock with a consensus target price of $169.58.

Clearbridge Investments LLC reduced its stake in SLB Limited by 2.3% in the fourth quarter, selling 64,667 shares and retaining 2,734,172 shares worth approximately $104.94 million. Despite this trimming, other institutional investors increased their holdings in SLB, and analysts have issued several "Buy" or "Overweight" ratings with target prices ranging from $51.00 to $69.00. The company reported strong financial metrics, including a Q4 EPS of $0.52 (beating estimates) and a Q4 revenue of $8.72 billion, and announced a quarterly dividend of $0.295 per share.

Capital World Investors increased its stake in Diamondback Energy, Inc. (NASDAQ:FANG) by 2.0% in the fourth quarter, holding shares worth $250.54 million. Other hedge funds also made moves, with institutional investors now owning 90.01% of the company's stock. The article also details recent insider sales, financial performance, a dividend increase, and updated analyst ratings for Diamondback Energy.

Capital World Investors significantly increased its stake in Intuit Inc. (NASDAQ:INTU) by 187.8% during the fourth quarter, now owning 168,666 shares valued at $111.7 million. This move is part of broader institutional investment activity, with other firms also adjusting their holdings. The report also details recent insider transactions and varied analyst ratings for Intuit, whose stock is currently rated as a "Moderate Buy" with a consensus target price of $514.58.

Capital World Investors increased its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 36.5% during the fourth quarter, now owning 1,944,937 shares valued at $177.398 million. Other institutional investors also adjusted their positions, and several Wall Street analysts maintain a "Buy" or "Outperform" rating on ORLY shares with a consensus "Moderate Buy" and an average target price of $112.25. Insider selling activity was also reported, with SVP Philip M. Hopper and Director John Raymond Murphy selling shares.