The National Pension Service reduced its stake in Electronic Arts (NASDAQ:EA) by 2.6% during the fourth quarter, selling 12,111 shares. The institutional investor now holds 457,333 shares of EA, valued at approximately $93.45 million. Various other institutional investors also adjusted their holdings in EA, while the company recently announced a quarterly dividend of $0.19 per share.

National Pension Service increased its stake in Equinix, Inc. (NASDAQ:EQIX) by 4.6% in the fourth quarter, bringing their total holdings to 312,330 shares valued at $239.3 million. Several other institutional investors also adjusted their positions, and hedge funds collectively own 94.94% of the company's stock. Analysts generally maintain a "Moderate Buy" rating for Equinix with a consensus price target of $1,143.60.

National Pension Service increased its holdings in Ford Motor Company by 3.4% during the fourth quarter, acquiring an additional 273,065 shares. This raised their total stake to 8,372,125 shares, valued at approximately $109.84 million. Other hedge funds also adjusted their positions in Ford, with several significantly increasing their holdings in the third quarter.

National Pension Service significantly reduced its stake in Fortinet, Inc. by 45.1% in the fourth quarter, selling over 1 million shares, yet still retains a $96.88 million position. Concurrently, several other institutional investors slightly increased their holdings in Fortinet. The article also details recent insider stock sales by Fortinet's CEO and VP, and provides an overview of the company's financial performance, analyst ratings, and stock dynamics.

National Pension Service has reduced its stake in Vistra Corp. by 33.9%, selling over 400,000 shares, though it still holds a significant position valued at $127 million. Other institutional investors like Empowered Funds LLC and Woodline Partners LP increased their holdings, while company insiders also conducted significant share sales. Wall Street analysts maintain a generally positive outlook on Vistra, with an average "Buy" rating and a target price of $233.33.

Williams-Sonoma CEO Laura Alber sold 15,000 shares of the company's stock for $3 million on May 27, 2026, as part of a pre-arranged trading plan. Despite the sale, Ms. Alber retains a significant number of shares, and the company recently reported strong Q1 2026 financial results, surpassing analyst expectations. Analysts at RBC Capital and Telsey have raised their price targets for Williams-Sonoma due to its robust performance and margin strength.

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Norges Bank has acquired a significant new stake in Merck & Co., Inc. (NYSE:MRK) during the fourth quarter, purchasing over 37.98 million shares valued at approximately $4 billion. This move gives Norges Bank a 1.53% ownership in Merck, coinciding with positive news for the pharmaceutical company, including the FDA granting Breakthrough Therapy designation for one of its lung cancer treatments. Merck also continues to be supported by analysts with a "Moderate Buy" consensus and offers a quarterly dividend yielding about 2.9%.

Constellation Energy (CEG) is presented as a key player in the AI-driven energy revolution, supplying 10% of the nation's clean energy. The company reported strong Q1 2026 results with a 63.85% YoY revenue increase to $11.12 billion and an EPS of $2.74, surpassing expectations. Its nuclear fleet achieved a 92.3% capacity factor, highlighting its reliable power generation for high-demand sectors like AI, and its strategic advantages stem from established partnerships, scale, and a diversified generation portfolio.

Norges Bank acquired a new stake of 22,246,323 Oracle Corporation (NYSE:ORCL) shares, valued at approximately $4.34 billion, during the fourth quarter. This acquisition represents about 0.77% of Oracle. The enterprise software provider recently reported strong earnings, beating analyst estimates for both EPS and revenue, and provided optimistic Q4 2026 EPS guidance.