Fiera Capital Corp increased its stake in Tyler Technologies, Inc. (NYSE:TYL) by 33.3% in the fourth quarter, bringing its total holdings to 143,380 shares valued at approximately $65.09 million. Other institutional investors have also adjusted their positions in TYL. The article also notes recent insider selling by Director Glenn A. Carter and provides an overview of analyst ratings, stock performance, and the company's recent earnings report, which beat consensus estimates.

Erste Asset Management GmbH reduced its stake in The Home Depot, Inc. by 23.1% in the fourth quarter, selling 33,639 shares to hold 111,808 shares valued at approximately $38.9 million. Despite this, analysts maintain a "Moderate Buy" consensus with an average price target of $371.36. Home Depot recently exceeded EPS and revenue forecasts, increased its outlook, and declared a quarterly dividend of $2.33, indicating a 3.0% annualized yield.

Fiera Capital Corp reduced its stake in Analog Devices, Inc. by 4.1% in the fourth quarter, selling 25,920 shares. This reduction puts their holding at approximately 0.12% of Analog Devices. Other institutional investors adjusted their positions, and company insiders recently sold a significant number of shares, while analysts maintain a "Moderate Buy" rating with an average price target of $432.71.

CenterBook Partners LP increased its stake in Latham Group, Inc. (NASDAQ:SWIM) by 21.0% in the fourth quarter, now owning 1,245,337 shares valued at $7,908,000. Other institutional investors like CAS Investment Partners LLC and UBS Group AG also adjusted their positions. The article further details Latham Group's financial performance, recent analyst ratings, and insider buying activity, including purchases by the CFO and a director.

Erste Asset Management GmbH increased its stake in Intuit Inc. (NASDAQ:INTU) by 59.9% in the fourth quarter, purchasing an additional 63,717 shares. This makes Intuit its 25th biggest position, totaling 1.0% of its holdings. Other institutional investors like Vanguard Group Inc., State Street Corp, and Geode Capital Management LLC also adjusted their positions in Intuit, showcasing significant institutional interest in the software maker.

Clearbridge Investments LLC has acquired a new position of 1,513,280 shares in Arista Networks (NYSE:ANET) during the fourth quarter, valued at approximately $198 million. Several other institutional investors also increased their stakes in ANET, and analysts maintain a "Buy" rating with an average target price of $185.72 due to strong AI networking demand and earnings growth. Despite some positive sentiment, there's a debate on valuation after the stock's rally, and insider selling has also occurred.

Deepwater Asset Management LLC recently acquired a new position in Axon Enterprise, Inc. (NASDAQ:AXON), investing $4.98 million for 8,774 shares which now constitute 1.5% of their holdings. This move comes as other institutional investors have also adjusted their stakes in AXON, and Wall Street analysts maintain a "Moderate Buy" consensus rating with an average target price of $712.75. The article also details recent insider selling activity and Axon's Q1 earnings performance, where it exceeded revenue and EPS estimates.

Franklin Resources Inc. significantly increased its stake in Visa Inc. during the fourth quarter, purchasing an additional 746,917 shares, thereby making Visa its 23rd largest holding. Other institutional investors like Vanguard Group Inc. and PNC Financial Services Group Inc. also boosted their positions. Visa recently reported strong earnings, exceeding analyst expectations, and announced a $20 billion share buyback plan and a quarterly dividend.

Franklin Resources Inc. reduced its stake in RTX Corporation by 6.1% in the fourth quarter, selling 945,166 shares and retaining 14,472,709 shares valued at $2.65 billion. Despite this reduction, RTX remains a significant holding for the institutional investor, accounting for 0.6% of its portfolio. The article also highlights recent positive analyst sentiment, contract wins, and expansion plans for RTX, alongside details about its latest dividend increase and financial performance.

Franklin Resources Inc. increased its stake in Union Pacific Corporation by 0.5% in the fourth quarter, now holding 7.2 million shares valued at approximately $1.67 billion. Union Pacific recently surpassed Q1 earnings estimates, reporting an EPS of $2.93 and revenue of $6.22 billion, and also announced a quarterly dividend of $1.38 per share. Insider selling activity was noted, while several analysts maintained or upgraded their ratings for the stock, with an average target price of $282.21.