Merchants Capital has provided approximately $99 million in financing, including a Freddie Mac loan and equity, for The Elex in Fort Wayne, Indiana. This 296-unit mixed-use, mixed-income community is part of the larger Electric Works adaptive reuse development of a former General Electric campus. The project, developed by Biggs Group and partners, offers market-rate and affordable housing units with various amenities.

Generac Holdings (GNRC) has signed a global supply agreement with a hyperscale data center operator to provide backup power generators. This announcement led to a 7% increase in Generac's share price in early trading. The deal focuses on supplying infrastructure for the data center operator's facilities.

Savant Capital LLC reduced its stake in Jacobs Solutions Inc. by 56.6% in the fourth quarter, selling 14,776 shares and holding 11,343 shares valued at $1.5 million. Despite this, several other institutional investors, including Intech Investment Management LLC and Geode Capital Management LLC, increased their positions in the company. Jacobs Solutions reported strong Q4 earnings, topping analyst estimates, and announced a quarterly dividend of $0.36 per share.

Savant Capital LLC reduced its stake in Welltower Inc. (NYSE:WELL) by 41.9% in the fourth quarter, selling 5,587 shares and holding 7,743 shares valued at $1,437,000. Despite Savant's reduction, several other institutional investors like Vanguard Group Inc., Capital International Investors, and State Street Corp increased their positions in the healthcare REIT. Welltower currently holds a "Moderate Buy" rating from analysts with an average target price of $231.60 and recently announced a quarterly dividend of $0.74 per share.

Savant Capital LLC significantly reduced its stake in Howmet Aerospace Inc. by 82.6% in the fourth quarter, selling over 26,000 shares. Despite this, Howmet Aerospace reported strong financial results, beating analyst estimates for both EPS and revenue, and analysts maintain a generally positive outlook with a consensus "Moderate Buy" rating. The article also notes other institutional investor changes, insider selling, and the company's recent dividend announcement.

O’Reilly Automotive Inc. announced a significant increase in its share repurchase authorization, adding an additional $2 billion, bringing the total program to $31.75 billion. This new authorization is effective for three years starting June 1, 2026, with repurchases to be made in the open market. The move signals management's confidence in the company's financial health and is expected to enhance shareholder value by potentially increasing earnings per share.

Self-storage assets in Chicago continue to attract significant capital due to their low delinquency rates and limited new supply, contrasting with other commercial real estate sectors. High property taxes and challenging development conditions in Cook County have inadvertently created a disciplined supply environment for self-storage, leading to robust rental rate increases. While pricing has adjusted from peak years, lenders and investors remain actively involved, focusing on stabilized assets and experienced ownership, with continued transaction activity expected as loan maturities approach.

Savant Capital LLC significantly reduced its stake in AMETEK, Inc. (NYSE:AME) by 65.8% in Q4, selling over 10,000 shares. Despite this, AMETEK reported stronger-than-expected quarterly results with EPS of $1.97 and revenue of $1.93 billion, and analysts maintain a "Moderate Buy" rating with an average price target of $252.33. The company also declared a quarterly dividend of $0.34 per share and several other institutional investors increased their positions in the stock.

Goldman Sachs has significantly increased its price target for NetApp (NTAP) to $200 from $127, while reiterating a "Buy" rating on the stock. This adjustment reflects a strong positive outlook for the company, following similar upgrades from other firms like Argus Research and Barclays. NetApp specializes in data management and storage equipment, with strong sales in products, support, and cloud services.

TD Cowen has initiated coverage of Odyssey Therapeutics Inc. with a "Buy" rating. This news follows a recent "Overweight" rating from JPMorgan and Odyssey Therapeutics' addition to the NASDAQ Composite Index in May. Odyssey Therapeutics is a clinical-stage biopharmaceutical company focused on developing treatments for inflammatory and autoimmune diseases.