Franklin Resources Inc. significantly reduced its stake in Johnson & Johnson ($JNJ) by 33.1% in the fourth quarter, selling over 5.3 million shares. Despite this large sale, Johnson & Johnson reported strong Q1 earnings, beating analyst expectations, and raised its full-year EPS guidance. The company also increased its quarterly dividend, and analysts maintain a "Moderate Buy" rating with an average price target of $253.04.

Franklin Resources Inc. slightly increased its stake in Honeywell International Inc. during the fourth quarter, adding 30,658 shares to its total holding of over 10.2 million shares valued at approximately $2.0 billion. This increase comes as Honeywell reported better-than-expected Q1 earnings but fell short on revenue, while maintaining its full-year earnings guidance. Investor focus remains on the upcoming spin-off of Honeywell’s aerospace business, which analysts view as a potential catalyst for value creation.

Franklin Resources Inc. has increased its stake in Johnson Controls International plc (NYSE:JCI) by 3.3% in the fourth quarter, now owning over 22.6 million shares valued at $2.71 billion. Other institutional investors also adjusted their holdings, with the company's stock currently having an average "Hold" rating from analysts and a consensus target price of $149.79. Johnson Controls International recently announced a quarterly dividend of $0.40 per share, payable on July 10th.

Franklin Resources Inc. significantly increased its stake in The Goldman Sachs Group Inc. during Q4, raising its holdings by 5.7% to 1,848,575 shares valued at approximately $1.62 billion. Goldman Sachs itself reported strong quarterly earnings, surpassing analyst estimates with an EPS of $17.55 and revenue of $17.23 billion, a 14.4% year-over-year increase, and declared a $4.50 quarterly dividend. Despite positive financial performance and analyst upgrades, the consensus rating for Goldman Sachs remains a "Hold" with an average price target of $943.95.

Fiera Capital Corp increased its stake in Builders FirstSource, Inc. (NYSE:BLDR) by 36.0% in the fourth quarter, purchasing an additional 173,230 shares. Other institutional investors also modified their holdings, and company insider Paul S. Levy bought 50,000 shares. The company recently reported its quarterly earnings, missing analyst estimates, and announced a $500 million share buyback program.

Fiera Capital Corp reduced its stake in Lowe's Companies, Inc. by 3.4% in Q4, but still holds 661,526 shares valued at $159.53 million. Other hedge funds have adjusted their positions in Lowe's, which recently reported strong Q1 earnings, beating analyst estimates, and increased its quarterly dividend. Analysts have provided mixed price targets, with a consensus rating of "Moderate Buy."

Franklin Resources Inc. significantly increased its stake in Lam Research Corporation by 57% in the fourth quarter, acquiring an additional 3.67 million shares to hold a total of 10.11 million shares valued at approximately $1.73 billion. Lam Research reported strong quarterly results, with EPS of $1.47 and revenue of $5.84 billion exceeding estimates, marking a 23.8% year-over-year revenue increase. The company also declared a quarterly dividend of $0.26 per share, and analysts generally maintain a "Moderate Buy" rating with a consensus price target around $303.30.

Franklin Resources Inc. significantly increased its stake in BlackRock by 13.9% in the fourth quarter, acquiring 253,314 additional shares, bringing its total holding to over 2 million shares valued at about $2.22 billion. Other major institutional investors also adjusted their positions in BlackRock, with overall institutional ownership reaching 80.69%. Despite notable insider selling by President Robert Kapito and CEO Laurence Fink, BlackRock recently surpassed quarterly earnings and revenue estimates and maintains a quarterly dividend of $5.73 per share.

Erste Asset Management GmbH increased its stake in BlackRock (NYSE:BLK) by 10.0% in the fourth quarter, bringing its total holdings to 35,231 shares valued at $38,054,000. Several other institutional investors also adjusted their positions in BlackRock, with significant increases from Ontario Teachers Pension Plan Board, Sienna Gestion, Sarasin & Partners LLP, and PNC Financial Services Group Inc. The article also provides details on BlackRock's stock performance, recent earnings, announced dividends, insider transactions, and analyst ratings, noting an average "Moderate Buy" rating with a consensus target price of $1,269.06.

Fiera Capital Corp reduced its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.8% in the fourth quarter, still holding 6,023,398 shares valued at approximately $1.83 billion, making TSM its second-largest holding. Other hedge funds like Life Cycle Investment Partners Ltd and SurgoCap Partners LP increased their stakes. The article also notes positive sentiment around TSMC as a top AI stock and discusses recent insider transactions and analyst ratings.