Capital International Inc. CA reduced its stake in Ingersoll Rand Inc. by 5.1% in the fourth quarter, selling 35,949 shares and owning 669,667 shares valued at over $53 million. Other institutional investors like Deseret Mutual Benefit Administrators and Ascent Group LLC increased their holdings. Analyst ratings for Ingersoll Rand are mixed, with an average "Hold" rating and a target price of $92.75, while insider Vicente Reynal also sold shares.

Capital International Investors significantly reduced its stake in Amgen Inc. by 5.2% in the fourth quarter, selling over 1 million shares, though Amgen remains a substantial holding at nearly $6 billion. Despite this reduction, Amgen reported strong Q1 earnings, beating consensus estimates with $5.15 EPS and $8.62 billion in revenue, and maintained positive full-year guidance for 2026. Recent positive news includes European approval for IMDYLLTRA and encouraging data for other autoimmune therapies, contributing to a "Hold" consensus rating from analysts with an average price target of $353.81.

Capital International Ltd. CA significantly reduced its stake in Amgen Inc. by 51.2% in the fourth quarter, selling 28,564 shares. While other institutional investors made smaller adjustments, insider Nancy A. Grygiel also sold 1,237 shares of Amgen stock. The article also provides recent analyst ratings, financial performance, and positive news regarding Amgen's European marketing authorizations and autoimmune therapies.

Capital International Inc. CA significantly increased its stake in Amgen Inc. by 10% in the fourth quarter, now holding 425,513 shares valued at approximately $139.28 million, making Amgen its 19th largest holding. Other institutional investors have also adjusted their positions, while Amgen's SVP sold over 1,200 shares. The medical research company reported strong Q4 earnings, beating analyst estimates, and has received positive sentiment from analysts due to European market authorization for IMDYLLTRA® and advancements in autoimmune therapies.

Capital International Ltd. CA increased its stake in Yum! Brands, Inc. by 58.5% in the fourth quarter, purchasing an additional 32,871 shares, bringing its total holdings to 89,034 shares valued at $13.47 million. The article also highlights recent analyst ratings, including an upgrade from Morgan Stanley to "overweight," and discussed positive sentiment around Yum! Brands considering an exit from Pizza Hut. Additionally, it mentions recent insider stock sales by COO Tracy Skeans and CEO Sean Tresvant and reports on the company's financial performance.

Fiduciary Management Inc. WI significantly increased its stake in Allegion PLC (NYSE:ALLE) by 28.8% in the fourth quarter, now owning 1,015,783 shares valued at over $161 million, making it their 24th largest holding. Other institutional investors also raised their positions in Allegion, while analysts have a consensus "Hold" rating on the stock with an average price target of $160.38. The company recently announced a quarterly dividend of $0.55 per share and reported a share buyback program of $500 million.

Hartline Investment Corp reduced its holdings in NVIDIA Corporation by 11.2% in the fourth quarter, selling 78,866 shares, though NVIDIA remains its largest holding. Despite this reduction, NVIDIA reported strong quarterly results with increased revenue and EPS, an $80 billion share buyback approval, and a raised quarterly dividend. Analyst sentiment for NVIDIA remains positive with a "Buy" consensus rating and an average price target of $305.67.

Capital Research Global Investors reduced its stake in Procter & Gamble (NYSE:PG) by 8.2% in the fourth quarter, selling over 814,000 shares, though it still holds approximately 9.06 million shares valued at $1.30 billion. Analysts maintain a "Moderate Buy" rating for PG with an average price target of $161.06. The company recently reported Q4 earnings of $1.59 per share, exceeding expectations, and increased its quarterly dividend to $1.0885 per share, offering a 3.0% annualized yield.

Commonwealth Equity Services LLC significantly reduced its stake in Raymond James Financial by 42% in Q4, selling over 22,000 shares. This move comes as Raymond James reported strong Q4 earnings, surpassing analyst estimates, and announced a quarterly dividend. Analysts currently rate the stock as a "Hold" with a consensus target price of $172.92.

Strategic Financial Concepts LLC significantly reduced its stake in Apple Inc. by 58.4% in the fourth quarter, selling 18,417 shares and retaining 13,116 shares valued at $3.57 million. Despite this, Apple continues to receive bullish analyst attention due to its AI opportunities and strong iPhone fundamentals, particularly ahead of WWDC. The company also reported better-than-expected quarterly results and increased its quarterly dividend.