Geode Capital Management LLC increased its stake in Evergy Inc. by 1.7% in the fourth quarter, holding 6.45 million shares valued at approximately $465.7 million. Institutional investors collectively own 87.24% of Evergy's outstanding shares. The company reported strong Q1 results, beating EPS estimates, raised its FY 2026 guidance, and announced a quarterly dividend of $0.695 per share.

Eurizon Capital SGR S.p.A. has acquired a new stake worth approximately $9.12 million in SLB Limited, purchasing 237,444 shares during the fourth quarter. This move comes as SLB reported first-quarter earnings slightly ahead of estimates and declared a quarterly dividend of $0.295 per share. Analysts generally maintain a "Moderate Buy" rating for SLB, with a consensus price target of $59.74.

Forsta AP Fonden reduced its stake in Ross Stores, Inc. by 16.6% in the fourth quarter, selling 13,600 shares but still holding 68,229 shares valued at $12.29 million. Ross Stores reported strong Q4 results, surpassing revenue and EPS estimates, with revenue rising 20.6% year-over-year. The company also declared a quarterly dividend of $0.445 per share, and analysts currently rate the stock as a "Moderate Buy" with a consensus target price of $233.18.

Eurizon Capital SGR S.p.A. acquired 67,540 shares of State Street Corporation (NYSE:STT) in the fourth quarter, valued at approximately $8.72 million. State Street recently reported strong earnings, with EPS of $2.84 and revenue up 15.6% year over year, and declared a quarterly dividend of $0.84 per share. Analysts currently rate the stock a Moderate Buy with a consensus price target of $158.57.

Eurizon Capital SGR S.p.A. recently acquired a new stake of 55,613 shares in First Solar, Inc. (NASDAQ:FSLR) valued at approximately $14,536,000, bringing their total ownership to about 0.05% of the company. Other institutional investors have also adjusted their holdings in First Solar, while some insiders have sold shares. The stock currently holds a "Moderate Buy" consensus rating from analysts with an average target price of $247.40, and recent news indicating positive sentiment around U.S. trade-policy developments and rising AI-driven energy demand.

Eurizon Capital SGR S.p.A. has acquired a new stake in Tapestry, Inc. (NYSE:TPR), purchasing 63,422 shares valued at approximately $8.1 million during the fourth quarter. This move is part of broader institutional interest, with Tapestry seeing 90.77% of its stock held by institutional investors and hedge funds. The luxury accessories retailer recently reported strong quarterly earnings, surpassing analyst expectations with EPS of $1.66 and revenue of $1.92 billion, and declared a quarterly dividend of $0.40 per share.

Eurizon Capital SGR S.p.A. has acquired a new stake in Fortinet, Inc. (NASDAQ:FTNT) during the fourth quarter, purchasing 184,099 shares valued at approximately $14.64 million. Other institutional investors have also adjusted their positions in Fortinet, with the company's stock currently owned 83.71% by institutions and hedge funds. Fortinet recently reported strong quarterly earnings, beating analyst estimates, and has received a range of analyst ratings with a consensus target price of $102.69.

Forsta AP Fonden significantly increased its stake in Vistra Corp. (NYSE:VST) during the fourth quarter, purchasing an additional 25,300 shares to bring its total holdings to 71,700 shares valued at $11.6 million. Analysts maintain a bullish outlook on Vistra, with an average target price of $233.33, while the company reported strong Q4 results, exceeding earnings and revenue estimates, and raised its quarterly dividend to $0.229 per share.

Union Bankshares, a Vermont-based community bank holding company listed on Nasdaq, is trading steadily after its recent quarterly earnings release and dividend declaration. The company's performance reflects its focus on loan growth, credit quality, and capital returns within the regional banking sector, navigating pressures from interest rates and competition. Investors are relying on the company's financial disclosures and broader market signals given the absence of major analyst coverage.

Uniti Group Inc. (UNIT) shares traded sideways on Nasdaq as investors await new company-specific catalysts, having digested previous financing moves from late 2024. The fiber-infrastructure REIT's performance is currently influenced by broader U.S. REIT and telecom-infrastructure trends, as well as interest-rate expectations, with limited public analyst coverage available. The market is in a holding pattern, as no new SEC filings or press releases were issued on June 1, 2026.