Lowe Brockenbrough & Co. Inc. significantly reduced its stake in Oracle Corporation by 11.3% in the fourth quarter of 2025, selling 16,009 shares. Despite this sale, Oracle comprises a notable portion of Lowe Brockenbrough's portfolio, valued at $24.58 million. Oracle recently reported strong quarterly earnings, surpassing analyst estimates for both EPS and revenue, driven by a 21.7% year-over-year revenue increase.

Lowe Brockenbrough & Co. Inc. significantly increased its stake in Altria Group by 47.4% during the fourth quarter, purchasing an additional 24,670 shares and bringing its total holdings to 76,725 shares valued at approximately $4.42 million. This comes as Altria reported strong quarterly earnings, beating expectations with $1.32 EPS and $4.76 billion in revenue, prompting an upward revision of its FY 2026 guidance. The company also declared a quarterly dividend of $1.06 per share, offering an attractive dividend yield of 5.9%.

Littlejohn & Co. LLC significantly increased its stake in Builders FirstSource (BLDR) by 154.7% in Q4, making it their 5th largest holding, representing 9.1% of their portfolio. Despite missing earnings estimates of $0.39 per share with $0.27, the company exceeded revenue expectations at $3.29 billion, though revenue was down 10.1% year-over-year. The board also authorized a $500 million stock buyback program, and analysts currently rate the stock as a consensus "Hold" with a price target of $101.88.

Lowe Brockenbrough & Co. Inc. significantly increased its stake in Deere & Company (NYSE:DE) in the fourth quarter, now holding 4,785 shares valued at $2.23 million. This increase follows Deere's strong financial performance, reporting better-than-expected EPS of $6.55 and revenue of $13.37 billion, and announcing a quarterly dividend of $1.62 per share. Analysts maintain a "Moderate Buy" rating for the stock with a consensus price target of $639.58.

Commonwealth Equity Services LLC sold 33,263 shares, reducing its stake in Fidelity National Information Services (FIS) by 25% to 99,617 shares worth $6.62 million in the fourth quarter. FIS reported stronger-than-expected quarterly earnings and revenue, reaffirmed its FY 2026 EPS guidance, and declared a quarterly dividend of $0.44 per share, resulting in a 4.3% yield. Analysts currently rate FIS as a "Moderate Buy" with an average price target of $61.33.

A former Boeing employee explains why the company opted to develop the 737 Next Generation rather than continuing with the 757, citing the 757's higher production cost and superior capabilities compared to market requirements. The 737NG offered a more competitive price point and was able to perform 80% of missions previously handled by the 757, making it a more attractive option for airlines, especially after the downturn in the airline industry post-9/11.

Nomura Asset Management Co. Ltd. significantly reduced its stake in Pool Corporation (NASDAQ:POOL) by 93.5% in the fourth quarter, selling 13,406 shares and retaining 936 shares valued at $214,000. Despite this sell-off, Pool Corporation announced better-than-expected EPS of $1.43, raised its full-year guidance to $10.87 to $11.17 EPS, boosted its quarterly dividend to $1.30 per share, and authorized a $600 million stock buyback. Several other institutional investors increased their holdings, and company insiders have also been acquiring shares.

Norges Bank has initiated a new position in AptarGroup, Inc. (NYSE:ATR) during the fourth quarter, acquiring 746,940 shares valued at approximately $91.1 million, which constitutes 1.14% of the company. This move follows AptarGroup's better-than-expected quarterly results and increased Q2 2026 guidance. Analysts currently rate the stock as a "Moderate Buy" with a consensus target price of $173.25, while institutional investors hold 88.52% of the company's stock.

Natixis Advisors LLC increased its stake in SLB Limited by 6.5% in the fourth quarter, now holding 541,453 shares valued at approximately $20.78 million. Several analysts maintain positive outlooks on SLB, raising price targets and contributing to a "Moderate Buy" consensus rating with an average target of $60.67. SLB recently reported Q4 EPS of $0.52, beating estimates, and declared a quarterly dividend of $0.295 per share.

Natixis Advisors LLC reduced its stake in Lamb Weston (NYSE: LW) by 18.1% in the fourth quarter, selling 96,968 shares but still holding 438,634 shares valued at $18.37 million. Despite this reduction, other institutional investors increased their positions, and company insiders recently purchased a significant number of shares. Lamb Weston reported strong quarterly results, exceeding analyst expectations for EPS and revenue, and declared a quarterly dividend.