Easterly Investment Partners LLC significantly increased its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 705.2% during the 4th quarter, acquiring an additional 88,151 shares. Other institutional investors also adjusted their positions in PayPal. The company recently reported quarterly earnings that topped analyst estimates and declared a quarterly dividend of $0.14 per share.

Credo Technology Group Holding Ltd (NASDAQ: CRDO) is set to release its fourth-quarter and full-year 2026 results on Monday, June 1, with analysts expecting EPS of $0.79 on revenue of $432.05 million for the quarter. The company recently completed its acquisition of DustPhotonics for $750 million, expanding its AI data center offerings. Ahead of the earnings call, several analysts have maintained their ratings, with Goldman Sachs's James Schneider, Rosenblatt's Mike Genovese, and Needham's Quinn Bolton all adjusting price targets.

Easterly Investment Partners LLC significantly increased its stake in Bank of America (NYSE:BAC) during the fourth quarter, adding 41,601 shares to hold a total of 610,028 shares valued at $33.6 million. Several other institutional investors also modestly increased their positions, contributing to the 70.71% institutional ownership of the company. Analysts maintain a generally positive outlook on BAC, with an average target price of $61.06, even as some have recently adjusted their price targets.

Easterly Investment Partners LLC reduced its stake in Cisco Systems (NASDAQ:CSCO) by 4.8% in Q4, selling 17,052 shares, though Cisco remains its third-largest holding. Despite this sale, Cisco reported strong quarterly results with better-than-expected EPS and revenue, and issued upbeat guidance. The company also announced a quarterly dividend of $0.42 per share, and several analysts have raised their price targets, maintaining a "Moderate Buy" consensus rating for the stock.

Easterly Investment Partners LLC increased its stake in Columbia Banking System, Inc. (COLB) by 10.6% in the fourth quarter, holding 713,206 shares valued at $19.9 million. This makes COLB its 11th largest holding, comprising 1.2% of its portfolio. The article also notes strong Q4 earnings, other institutional investors modifying their holdings, and an upcoming dividend payment.

Easterly Investment Partners LLC increased its stake in Freeport-McMoRan Inc. by 27.2% during the fourth quarter, bringing their total holdings to 249,067 shares valued at $12.65 million. Several other institutional investors also adjusted their positions in the natural resource company. Freeport-McMoRan recently announced a quarterly dividend of $0.075 per share and has received primarily "buy" ratings from analysts, with a consensus price target of $65.72.

Easterly Investment Partners LLC significantly increased its stake in Welltower Inc. (NYSE:WELL) by 184.9% in the fourth quarter, bringing its total holdings to 92,403 shares valued at approximately $17.15 million. This move comes as Welltower reported strong quarterly results, with earnings and revenue surpassing analyst estimates. Analysts generally maintain a "Moderate Buy" rating on the stock with an average price target of $231, and several firms recently raised their price objectives.

Easterly Investment Partners LLC decreased its stake in Amgen Inc. by 11.9% in the fourth quarter, selling 6,157 shares and retaining 45,448 shares valued at $14.9 million. Amgen reported strong Q1 results, exceeding EPS and revenue estimates, and reaffirmed its FY 2026 guidance. Despite some analysts raising price targets, Wall Street maintains a "Hold" rating with an average target price of $355.19 for AMGN.

This article provides details about the PRU6411733 bond issued by Prudential Financial, Inc. It includes key terms such as the coupon rate of 5.10%, maturity date of June 15, 2036, and face value. The bond is associated with the finance sector and Prudential's various business segments, which include investment management, U.S. businesses, international businesses, and corporate operations.

Easterly Investment Partners LLC reduced its stake in Citigroup Inc. by 10.4% in the fourth quarter, selling 22,497 shares, though Citigroup remains a significant holding in their portfolio. Despite this sale, Citigroup's recent earnings exceeded expectations, and the company authorized a substantial share buyback and declared a quarterly dividend. Analysts largely maintain a positive outlook for the company, suggesting potential for further upside.