Clifford Swan Investment Counsel LLC significantly holds Costco Wholesale Corporation shares, valued at $85.82 million despite a minor reduction in its stake. The retailer recently reported strong revenue that topped expectations, a slight EPS miss, and increased its quarterly dividend. Institutional interest remains high, with 68.48% ownership of the stock.

Clifford Swan Investment Counsel LLC decreased its stake in Qualcomm Incorporated by 1.7% in the fourth quarter, selling 2,842 shares and retaining 164,040 shares valued at $28.1 million. This reduction comes as Qualcomm has reported strong earnings, exceeding analyst expectations, raising its dividend, and authorizing a $20 billion stock buyback. Despite positive developments and expansion into AI and automotive sectors, the stock faces mixed investor sentiment due to concerns about margin pressures and competition from Nvidia.

U.S. Bancorp (USB) has seen a 32.4% return over the last year, prompting a valuation review. Using an Excess Returns model, the stock is estimated to be 43.5% undervalued at $98.22 per share compared to its current price of $55.46. The P/E ratio of 11.62x is also slightly below its Fair Ratio of 13.35x, further suggesting undervaluation.

Edward Kennedy, a director at Extreme Networks Inc. (NASDAQ: EXTR), sold 50,000 shares of the company’s common stock worth $1,142,925 on May 4, 2026. This transaction occurred in multiple trades at prices ranging from $22.80 to $23.115 per share, with a weighted average of $22.8585. Following the sale, Kennedy indirectly holds 576,045 shares through a family trust.

Boeing is navigating a mixed landscape with significant momentum in its defense sector, particularly with the MQ-28 Ghost Bat drone and recent military contracts, which are bolstering its defense backlog. However, the company faces considerable challenges and delays in its commercial and space programs, including extended certification setbacks for the 777X until 2027 and a NASA review of its Starliner operations. Investors are keenly watching how Boeing manages these contrasting developments and prioritizes capital to address execution risks and capitalize on growth opportunities.

Clifford Swan Investment Counsel LLC reduced its stake in International Flavors & Fragrances (IFF) by 22.4% in Q4, but institutional ownership remains high at 96.02%. Several major investors increased their positions, and Director Paul J. Fribourg made a significant insider purchase of 260,000 shares. The company surpassed quarterly earnings estimates, declared a $0.40 dividend, and analysts currently rate the stock as a "Moderate Buy" with a target price of $90.49.

Clifford Swan Investment Counsel LLC reduced its stake in Johnson Controls International plc by 2.9% in the fourth quarter, selling 8,649 shares and retaining 288,770 shares valued at $34.6 million. The company reported quarterly EPS of $1.19 on revenue of $6.14 billion and announced a $0.40 quarterly dividend. Analysts maintain a mixed "Hold" rating with an average target price of $149.79.

Arup Datta, head of global quantitative equity at Mackenzie Investments, manages $40.1-billion in assets using a quantitative investment process that balances growth, value, and quality. His Mackenzie Global Equity Fund has delivered significant double-digit returns. Datta discusses his investment strategy, highlighting why he holds Lam Research and Nvidia, while explaining his recent sale of Ryder System due to changes in its valuation metrics.

Georgia Power customers will see a slight, near-term reduction in their monthly bills due to lower fuel costs and negotiated storm recovery charges. However, consumer advocates warn that these savings are temporary and highlight concerns about cost-recovery structures that could allow the utility to profit from climate-driven storms and shift data center expenses onto residential customers. The agreements also raise questions about Georgia Power's continued reliance on fossil fuels, which critics argue exacerbate climate change and increase long-term costs for ratepayers.

Intech Investment Management LLC significantly reduced its stake in F5, Inc. (NASDAQ:FFIV) by selling 27,365 shares in the fourth quarter, decreasing its holdings by 78.8% to 7,343 shares. Despite this, F5 reported strong quarterly results, beating EPS and revenue expectations with an 11% year-over-year revenue increase. The company also issued positive guidance for Q3 and FY 2026, while Wall Street analysts maintain a "Hold" rating with an average target price near the stock's recent trading levels.