Bank of New York Mellon Corp decreased its stake in eBay Inc. by 15.9% in the fourth quarter of 2026, selling over 560,000 shares but still retaining roughly 2.97 million shares valued at about $259 million. Despite this sale, eBay recently surpassed quarterly earnings and revenue expectations, and also announced a quarterly dividend. Wall Street analysts generally hold a "Hold" rating on eBay, with an average price target of $107.84.

Bank of New York Mellon Corp has reduced its stake in Target Corporation (NYSE:TGT) by 15.4%, selling over 521,000 shares, though it still holds a significant position. Despite this sale and a consensus "Hold" rating from analysts, Target recently reported solid operating results with EPS and revenue beating expectations. The company also announced a quarterly dividend, while some insider sales have been noted.

Bank of New York Mellon Corp reduced its stake in Yum! Brands, Inc. by 12.5% in the fourth quarter, selling over 264,000 shares. Despite this reduction, Yum! Brands reported strong quarterly results, exceeding EPS and revenue expectations, and declared a quarterly dividend of $0.75 per share, maintaining a "Moderate Buy" consensus among analysts. The company also saw increased holdings from several other institutional investors and experienced insider stock sales by its CEO and COO.

Bank of New York Mellon Corp decreased its stake in Autodesk, Inc. by 2.0% in the fourth quarter, though it still held over 1.2 million shares. This comes despite Autodesk reporting stronger-than-expected quarterly results, raising guidance, and engaging in a strategic collaboration with Amazon Web Services. Analyst sentiment for Autodesk remains generally positive with a "Moderate Buy" consensus rating and a target price of $327.21, although some recent commentary noted share price pressure.

Bank of New York Mellon Corp increased its stake in Casey's General Stores ($CASY) by 12.7% in the fourth quarter, bringing its total holdings to 471,343 shares valued at approximately $260.5 million. Other institutional investors also significantly modified their positions, contributing to the high institutional ownership of 85.63%. Analysts maintain a "Moderate Buy" rating for Casey's, with an average price target of $761.36 following recent positive earnings despite revenue falling below estimates.

Bank of New York Mellon Corp increased its stake in PayPal Holdings, Inc. by 17.7% in the fourth quarter, purchasing over one million additional shares. This move brings their total holding to approximately $395.6 million, even as PayPal faces cautious Wall Street sentiment reflected in a "Hold" rating and recent insider share sales. Despite beating analyst expectations for EPS and revenue, the stock's future performance remains a subject of debate among analysts.

Arrowpoint Investment Partners Singapore Pte. Ltd. has acquired a new position in PayPal Holdings, Inc. (NASDAQ:PYPL) by purchasing 324,000 shares valued at approximately $18.92 million. This investment makes PayPal the 13th largest position in Arrowpoint's portfolio, representing about 2.8% of its total holdings. The article also details other institutional investor activity, insider trading, analyst ratings, and factors impacting PayPal's stock performance and future outlook.

Arrowpoint Investment Partners Singapore Pte. Ltd. recently acquired 156,840 shares of The Home Depot, Inc. (NYSE:HD) during the fourth quarter, valued at approximately $53.97 million, making it their fifth largest holding. Many other institutional investors also increased their stakes in Home Depot, while analysts have a "Moderate Buy" rating with an average target price of $371.36. The company declared a quarterly dividend of $2.33 per share, payable on June 18th.

Bank of New York Mellon Corp increased its stake in Axon Enterprise, Inc by 1.8% in the fourth quarter, purchasing an additional 12,315 shares and bringing its total holdings to 715,622 shares valued at $406.4 million. Axon Enterprise's stock opened at $513.20, up 6.6%, following robust quarterly results that exceeded analyst expectations for both EPS and revenue. Despite some insider selling, analysts maintain a "Moderate Buy" consensus rating for Axon with an average price target of $712.75.

Avise Financial Cooperative Inc. has taken a new position in Taiwan Semiconductor Manufacturing Company Ltd. (TSM), purchasing 2,411 shares valued at approximately $733,000 during the fourth quarter. This move is part of a broader trend, as other institutional investors have also increased their holdings in TSM, which now stands at 16.51% institutional ownership. The company reported strong operational performance with $3.11 EPS and $30.65 billion in revenue in its latest quarter and increased its quarterly dividend to $1.1136 per share.