Ninety One UK Ltd increased its stake in McKesson Corporation by 4.1% in the fourth quarter, purchasing an additional 1,654 shares to bring its holdings to 42,244 shares valued at $34.65 million. This comes as McKesson exceeded earnings expectations for the quarter, reporting $9.34 EPS versus $9.19 anticipated, and announced FY2026 guidance. Institutional ownership of McKesson stands at 85.07%, with several other hedge funds also adjusting their positions in the company.

Ninety One UK Ltd significantly increased its stake in Qualcomm Incorporated by purchasing an additional 153,011 shares, bringing its total holdings to 377,093 shares valued at approximately $64.5 million. This move comes as institutional investors now own about 74.35% of the company's stock. Qualcomm also announced a $20 billion share buyback program and raised its quarterly dividend to $0.92, reflecting strong financial confidence despite mixed analyst sentiment and recent insider selling activity.

Ninety One UK Ltd significantly increased its stake in Corteva, Inc. (NYSE:CTVA) by 52% in Q4, acquiring an additional 293,581 shares to reach a total of 858,349 shares valued at approximately $57.5 million. This stake represents about 0.13% of the company. Corteva reported Q4 EPS of $0.22, in line with estimates, but missed revenue expectations, and provided FY2026 guidance, while analysts maintain a "Moderate Buy" rating with an average target price of $84.52.

Ninety One UK Ltd increased its stake in Take-Two Interactive Software (NASDAQ:TTWO) by 2.8% in Q4, acquiring an additional 52,881 shares to hold a total of 1,926,744 shares valued at approximately $493.3 million. Institutional ownership of TTWO stands at 95.46%, with a consensus "Moderate Buy" rating and a target price of $284.31 from analysts. Despite recent insider selling totaling $13.98 million, the stock's performance and analyst ratings suggest continued interest from institutional investors.

Ninety One North America Inc. initiated a new position in Freeport-McMoRan Inc. (NYSE:FCX) during the fourth quarter, acquiring 64,777 shares valued at approximately $3.29 million. Institutional investors now hold about 80.77% of FCX stock. Freeport-McMoRan recently exceeded earnings estimates for Q4 and declared a quarterly dividend of $0.075 per share, although insiders have been net sellers, offloading shares worth around $35.84 million in the past three months.

Ninety One UK Ltd significantly increased its stake in Williams Companies, Inc. by purchasing an additional 259,553 shares, bringing their total to 768,819 shares valued at $46.2 million. Several other large institutional investors also boosted their positions in Williams Companies, contributing to an overall institutional ownership of 86.44%. The company recently increased its quarterly dividend to $0.525 per share and provided FY2026 EPS guidance of $2.20–$2.38.

Ninety One UK Ltd increased its stake in Intercontinental Exchange Inc. by 3.7% in Q4 2025, acquiring 56,396 additional shares. This brings their total holdings to 1,595,231 shares, valued at approximately $258.36 million. Despite recent insider selling, analysts maintain a "Buy" rating for ICE, with key investors like State Street Corp and Wellington Management Group LLP also modifying their holdings.

Ninety One North America Inc. significantly increased its stake in Intercontinental Exchange (ICE) by 299.7% in the fourth quarter, acquiring 19,298 additional shares. This brings their total holdings to 25,737 shares, now valued at approximately $4.17 million. Despite recent insider selling, Wall Street analysts maintain a "Buy" consensus rating for ICE, with an average price target of $193.80, following the company's strong quarterly earnings beat.

Oak Harvest Investment Services significantly increased its stake in Medtronic PLC (NYSE: MDT) by 34.7% in Q4, bringing its total holdings to 99,435 shares valued at $9.55 million. Medtronic recently outperformed quarterly expectations, reporting $1.36 EPS against an expected $1.34 and revenues of $9.02 billion, and has been given a consensus "Moderate Buy" rating by analysts with a target price of $109.25. Despite an insider sale by EVP Harry Skip Kiil, institutional investors maintain a substantial 82.06% ownership of the company.

Ninety One UK Ltd increased its stake in Aercap Holdings N.V. (NYSE:AER) by 1.1% in the fourth quarter, bringing their total ownership to 2,804,003 shares valued at approximately $403.1 million. This comes after Aercap reported strong Q4 earnings, beating analyst estimates with an EPS of $3.95 and revenue of $2.36 billion, and subsequently raised its quarterly dividend to $0.40 per share. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $153.38.