Easterly Investment Partners LLC significantly reduced its stake in International Flavors & Fragrances Inc. (IFF) by 61.5% in the fourth quarter, selling 61,988 shares and retaining 38,801 shares valued at $2.6 million. Despite this, IFF posted better-than-expected quarterly results with EPS of $1.25 and revenue of $2.74 billion, and announced a quarterly dividend of $0.40 per share. The company also agreed to sell its Food Ingredients business for $4.3 billion, a strategic move aimed at strengthening its balance sheet and sharpening its business focus.

Easterly Investment Partners LLC significantly reduced its stake in Americold Realty Trust Inc. by 65.9% in the fourth quarter, selling over 800,000 shares. Despite this, Americold Realty Trust reported stronger-than-expected quarterly earnings, exceeding analyst estimates and declaring a quarterly dividend of $0.23 per share. Analyst sentiment for Americold Realty Trust remains cautious, with an average "Reduce" rating and a target price of $14.87.

Easterly Investment Partners LLC significantly increased its stake in COPT Defense Properties (NYSE:CDP) by 154.2% in the fourth quarter, acquiring an additional 181,935 shares and bringing their total ownership to 299,934 shares valued at $8.34 million. This move is part of broader institutional interest, with several other large investors also adjusting their positions in the company. Analysts hold a "Moderate Buy" consensus rating for CDP, with an average target price of $34.50, despite the company recently missing its Q4 earnings per share estimates.

Easterly Investment Partners LLC reduced its stake in Johnson Controls International (NYSE:JCI) by 13.0% in the fourth quarter, now holding 51,487 shares valued at $6.17 million. Despite this, other institutional investors increased their positions, and analysts have set an average "Hold" rating with a target price of $147.63. The company also announced a quarterly dividend and reported Q1 earnings of $1.19 per share.

Easterly Investment Partners LLC significantly reduced its stake in Merck & Co., Inc. by 52.3% in the fourth quarter, selling 68,750 shares and retaining 62,793 shares worth $6.61 million. Despite this, other institutional investors have slightly increased their holdings in MRK. The article also provides financial details for Merck, including its recent earnings, dividend announcement, and analyst ratings, alongside current stock performance and market sentiment.

Easterly Investment Partners LLC has acquired a new stake of 51,087 shares, valued at $4.52 million, in Core Natural Resources (NYSE:CNR). This move comes amidst significant insider selling, with company insiders offloading 51,560 shares worth $5.12 million in the last 90 days. Core Natural Resources recently reported Q1 earnings of $0.41 per share, exceeding expectations, though revenue fell short of forecasts, resulting in an average analyst "Hold" rating with a target price of $116.67.

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.