Legal & General Group Plc has reduced its stake in Liberty Media Corporation - Liberty Formula One Series C by 6.4%, selling 54,324 shares and now owning 788,804 shares valued at $77.71 million. Other institutional investors like Vanguard Group Inc. significantly increased their holdings, while director Chase Carey sold 100,000 shares. Analyst ratings for FWONK currently average a "Moderate Buy" with a consensus target price of $111.22.

Legal & General Group Plc has reduced its stake in The Clorox Company by 33.9% during the fourth quarter, selling 350,762 shares and now owning 683,533 shares valued at approximately $68.9 million. Other institutional investors have made smaller adjustments to their holdings, while a Clorox director recently acquired 5,000 shares. Analysts currently have a "Reduce" consensus rating for Clorox with an average price target of $103.40.

Geode Capital Management LLC reduced its stake in Synchrony Financial (SYF) by 2.1% in the fourth quarter, holding 9.9 million shares valued at $830.5 million. Despite this, Synchrony Financial surpassed quarterly earnings expectations with an EPS of $2.27 against an estimated $2.14, although revenue of $3.70 billion was below forecasts and decreased 7.4% year-over-year. The company also declared a quarterly dividend of $0.30 per share and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $86.05.

Geode Capital Management LLC slightly increased its stake in Targa Resources (NYSE:TRGP) by 0.8% in the fourth quarter, bringing its total to 5.87 million shares valued at approximately $1.08 billion. Despite reporting mixed quarterly results with lower-than-expected earnings and revenue, Targa Resources raised its quarterly dividend to $1.25 per share. The company currently holds a "Moderate Buy" consensus rating from Wall Street analysts, with a target price of $269.21.

Geode Capital Management LLC reduced its stake in The Kroger Co. by 1.8% in the fourth quarter, selling nearly 300,000 shares but still holding over 16 million shares valued at about $1.01 billion. Despite this sale, analysts generally maintain a "Moderate Buy" rating for Kroger with an average price target of $74.87, following the company's recent beat on EPS expectations and reaffirmation of FY2026 guidance. Kroger also announced a quarterly dividend of $0.35 per share, representing a 2.2% annual yield.

Geode Capital Management LLC increased its stake in eBay Inc. by 0.2% in the fourth quarter, purchasing an additional 29,506 shares and bringing its total holdings to 12.44 million shares valued at about $1.08 billion. This increase occurs amidst continued insider selling by eBay executives. The e-commerce company recently reported better-than-expected Q1 earnings and revenue, and announced a quarterly dividend, while analysts maintain a "Hold" consensus for the stock.

Intech Investment Management LLC significantly reduced its stake in Targa Resources (NYSE:TRGP) by 72.3% in the fourth quarter. Despite mixed quarterly results that missed analyst expectations, Targa Resources increased its quarterly dividend. The stock currently holds a "Moderate Buy" consensus rating from analysts.

Intech Investment Management LLC significantly increased its stake in Intercontinental Exchange (NYSE:ICE) by 18.1% in the fourth quarter, growing its holdings to 76,622 shares valued at approximately $12.4 million. This move is part of a broader trend of high institutional ownership in ICE, with major firms like Vanguard and State Street also holding substantial positions, collectively owning 89.3% of the company's shares. Despite recent insider selling by executives, analysts maintain a "Buy" consensus rating on ICE, with an average target price of $194.60, recognizing the company's robust quarterly results which exceeded EPS estimates and showed 20.4% year-over-year revenue growth.

Geode Capital Management LLC increased its stake in Comfort Systems USA, Inc. by 39% in the fourth quarter, acquiring an additional 332,441 shares, bringing its total holding to over 1.1 million shares valued at $1.10 billion. This increase reflects confidence following Comfort Systems USA's strong quarterly results, including EPS of $10.51 and revenue of $2.87 billion, surpassing analyst estimates. Despite recent insider selling by executives, analysts maintain a "Buy" rating for the company, and its dividend payout has been increased.

Intech Investment Management LLC has increased its stake in Bank of America Corporation, adding 30,902 shares to bring its total holdings to 277,208 shares valued at approximately $15.25 million. This increase follows Bank of America's strong first-quarter performance, where it exceeded EPS and revenue expectations. Analyst sentiment remains largely positive, with a "Moderate Buy" consensus and an average price target of $61.06, reinforcing optimism for the company's earnings momentum.