Capital International Inc. CA significantly reduced its stake in Motorola Solutions, Inc. ($MSI) by 82.2% in the fourth quarter of 2025, selling over 90,000 shares. This move leaves the firm with holdings valued at approximately $7.56 million. Despite this reduction, Motorola Solutions recently reported stronger-than-expected quarterly earnings and revenue, provided optimistic guidance for upcoming quarters, and declared a quarterly dividend of $1.21 per share.

Brandywine Global Investment Management LLC reduced its stake in Cummins Inc. by 1.9% in the fourth quarter, selling 1,572 shares and holding 79,643 shares valued at $40.65 million. Other hedge funds like Frank Rimerman Advisors LLC and Financial Consulate Inc. increased their positions. Cummins insiders also sold shares recently, but analysts maintain a "Moderate Buy" rating with an average price target of $705.79.

Capital International Inc. CA has increased its stake in Church & Dwight Co., Inc. (NYSE:CHD) by 12.8% in the fourth quarter, bringing its total holdings to 284,927 shares valued at $23.9 million. Other institutional investors also adjusted their positions, with hedge funds and institutions collectively owning 86.6% of the company's stock. Church & Dwight reported strong Q1 earnings of $0.95 per share, surpassing estimates, and declared a quarterly dividend of $0.3075 per share.

Capital International Investors significantly increased its stake in Church & Dwight Co., Inc. by buying over 1.7 million shares in the fourth quarter, bringing its total holding to 11.3 million shares. The consumer products company recently reported stronger-than-expected Q1 earnings and reaffirmed its full-year 2026 guidance. Analysts currently have a consensus "Hold" rating for Church & Dwight with an average target price of $102.59.

Brandywine Global Investment Management LLC increased its stake in Salesforce Inc. (NYSE:CRM) by 13.7% in the fourth quarter, purchasing an additional 49,874 shares and bringing its total holdings to 415,202 shares valued at $109.99 million. This makes Salesforce the fund's 27th largest position. Other institutional investors like Byrne Asset Management and Mathes Company Inc. also adjusted their holdings, while Salesforce recently reported strong quarterly earnings, declared a quarterly dividend of $0.44 per share, and authorized a $25 billion stock repurchase program.

Capital International Inc. CA significantly increased its stake in Dollar Tree, Inc. (NASDAQ:DLTR) during the fourth quarter, buying an additional 110,361 shares to bring its total holdings to 116,109 shares, valued at approximately $14.3 million. This increase follows Dollar Tree's better-than-expected quarterly results, where EPS beat estimates and revenue grew by 7.2%. Despite the positive performance and some raised price targets, Wall Street analysts generally maintain a "Hold" rating on the stock, reflecting mixed views on its near-term and long-term prospects.

Bank of New York Mellon Corp decreased its stake in Principal Financial Group, Inc. (NASDAQ:PFG) by 1.7% in the fourth quarter, holding over 1.2 million shares valued at $107.08 million. Other institutional investors like Norges Bank, Bank of America Corp DE, and UBS Group AG increased their holdings significantly. The company recently announced an increase in its quarterly dividend to $0.82 per share, and analysts have a "Hold" rating with a consensus target price of $98.10.

Capital International Inc. CA increased its stake in Procter & Gamble Company (The) by 23.4% in the fourth quarter, acquiring an additional 23,057 shares for a total holding worth $17.44 million. Other institutional investors also adjusted their positions in PG. The article also provides a financial overview of Procter & Gamble, including its stock performance, recent earnings, dividend increase, and current analyst ratings.

Capital International Inc. CA reduced its stake in Darden Restaurants by 11.3% in the fourth quarter, selling 19,550 shares but still holding 153,059 shares valued at approximately $28.17 million. Despite this reduction, institutional investors and hedge funds maintain a significant 93.64% ownership of the stock. Darden Restaurants recently exceeded quarterly earnings expectations and continues to offer a quarterly dividend of $1.50 per share, resulting in an annual yield of about 3.0%.

Brandywine Global Investment Management LLC increased its stake in Devon Energy Corporation by 63.6% in the fourth quarter, acquiring an additional 432,294 shares and now owning 1,111,510 shares valued at $40.7 million. Several other hedge funds also adjusted their positions in DVN, with institutional investors collectively owning 69.72% of the company's stock. The article also notes recent insider selling by SVP Adam M. Vela and EVP Jeffrey L. Ritenour, and summarizes recent analyst ratings, financial performance, and dividend information for Devon Energy.