Savant Capital LLC significantly reduced its stake in Hasbro, Inc. (NASDAQ:HAS) by 92.4% in the fourth quarter, selling 65,846 shares and retaining 5,437 shares valued at $446,000. This divestment occurred despite Hasbro reporting strong quarterly results, with EPS of $1.47 against estimates of $1.20 and revenue up 12.7% to $1 billion. The company also declared a $0.70 quarterly dividend and holds a "Moderate Buy" consensus rating from analysts with an average price target of $113.64.

Nomura Asset Management Co. Ltd. significantly increased its stake in Hasbro, Inc. (NASDAQ:HAS) by 734.6% in the fourth quarter, bringing its total holdings to 33,783 shares valued at approximately $2.77 million. This move comes as Hasbro reported strong quarterly results, beating EPS estimates and showing a 12.7% year-over-year revenue increase. The company also declared a quarterly dividend of $0.70 per share, contributing to a 3.3% annual yield, and analysts currently rate the stock as a "Moderate Buy."

Savant Capital LLC significantly reduced its stake in Hilton Worldwide Holdings Inc. ($HLT) by 79.2% in the fourth quarter, selling 6,675 shares and retaining 1,754 shares valued at approximately $504,000. Despite this sale, other institutional investors increased their holdings, and Wall Street analysts generally maintain a "Moderate Buy" rating with an average price target of $348.55 for HLT. The company recently reported strong Q1 earnings, beating estimates, and announced a quarterly dividend of $0.15 per share.

Norges Bank has initiated a new position in International Flavors & Fragrances Inc. (IFF), purchasing 1.68 million shares valued at approximately $113.28 million, representing about 0.66% ownership. This move follows IFF's better-than-expected quarterly earnings and revenue, despite a slight year-over-year sales decline. The company also declared a quarterly dividend of $0.40 per share, contributing to a 2.2% annualized yield, while analysts generally maintain a "Moderate Buy" rating for the stock.

Norges Bank has initiated a new position in Jack Henry & Associates (NASDAQ:JKHY), purchasing 705,522 shares valued at approximately $128.7 million in the fourth quarter. This acquisition gives Norges Bank a 0.97% stake in the technology company, which provides solutions and payment processing services for the financial industry. Several other institutional investors have also increased their holdings in JKHY, reflecting strong institutional interest with 98.75% of the stock held by institutions and hedge funds.

Norges Bank has acquired a significant new position in Builders FirstSource, Inc. (NYSE:BLDR), purchasing over 1 million shares valued at approximately $109.3 million, representing over 0.96% ownership. This move comes as Builders FirstSource reported mixed quarterly results, beating revenue expectations but missing EPS estimates, and announced a $500 million share buyback program. Additionally, a company director increased his holdings by nearly 3% with a $4.39 million share purchase.

Norges Bank has initiated a new investment in Dollar General Corporation (NYSE:DG) during the fourth quarter, acquiring over 1 million shares valued at approximately $133.4 million, representing about 0.46% ownership. This move follows Dollar General's positive quarterly earnings report, which surpassed analyst estimates, and a raised FY2026 EPS guidance. Despite a recent weak stretch and analyst target cuts, the company also announced a quarterly dividend, signaling ongoing financial activity and a mix of sentiments among investors and analysts.

Intech Investment Management LLC significantly reduced its stake in Edison International (NYSE:EIX) by 87.9% in the fourth quarter, selling 193,549 shares. Despite this, institutional ownership remains high at 88.95%, with major investors like Vanguard and Geode increasing their positions. The company recently beat EPS expectations but slightly missed on revenue, and analysts currently rate the stock as a "Hold" with a consensus target price of $72.64.

Savant Capital LLC significantly reduced its stake in Expedia Group, selling 37,762 shares and decreasing its holdings by 95.1% in the fourth quarter. Despite this, Expedia reported strong quarterly earnings, beating analyst expectations with an EPS of $1.96 and revenue of $3.43 billion, a 14.7% increase year over year. The company also announced a quarterly dividend of $0.48 per share, while analyst sentiment remains mixed with a consensus "Hold" rating and an average price target of $284.42.

Intech Investment Management LLC significantly reduced its stake in First Solar by 43.8% in Q4, selling 5,680 shares and ending with 7,285 shares valued at $1.9 million. This reduction occurred despite First Solar reporting strong quarterly results with EPS of $3.22 and revenue of $1.04 billion, exceeding analyst expectations. Institutional investors collectively own 92.08% of the company, and analysts maintain a "Moderate Buy" consensus with a $247.40 average price target, even as some insiders continue to sell shares.