The National Pension Service increased its stake in PepsiCo, Inc. by 2.5% in the fourth quarter, purchasing an additional 77,051 shares. This brings their total holding to 3,143,939 shares, valued at approximately $451.2 million. PepsiCo recently reported strong quarterly results, beating EPS and revenue estimates, and announced a 4% dividend hike and a $10 billion share buyback authorization.

National Pension Service has increased its stake in Cisco Systems, Inc. by 2.2% in the fourth quarter, bringing its total holdings to 9.53 million shares valued at approximately $734.2 million. This increase follows strong quarterly results from Cisco, which reported EPS of $1.06 and revenue of $15.84 billion, both exceeding expectations. Analysts remain optimistic about Cisco, raising price targets due to AI-driven demand and improved fundamentals.

National Pension Service increased its holdings in T-Mobile US, Inc. by 9.8% in Q4, now owning over 1.3 million shares valued at $268.82 million. Several other institutional investors also adjusted their positions, and insider transactions included both purchases and sales of company stock. T-Mobile recently announced a quarterly dividend and received a "Moderate Buy" consensus rating from analysts, with an average price target of $260.48.

Enphase Energy (ENPH) is shifting its focus from solar to power conversion for AI data center solid-state transformers (SSTs). Despite a recent rally and an asset-light model, the stock is rated Hold due to limited near-term earnings impact, intensifying competition, and volume shipments not expected until 2028. The long-term growth is projected to be modest, with realistic market share potentially limiting upside.

National Pension Service increased its stake in Verizon Communications Inc. by 4.5% in the fourth quarter, bringing its total holdings to 10.33 million shares valued at approximately $420.6 million. Institutional investors collectively own about 62.06% of Verizon's stock. Analysts generally rate Verizon a "Moderate Buy" with an average price target of $50.59, and the company recently exceeded EPS estimates while reiterating its 2026 guidance.

National Pension Service significantly increased its stake in Welltower Inc. (NYSE:WELL) by 13.4% during Q4, bringing its total holdings to 1,918,528 shares valued at $356.10 million. Other institutional investors like Brighton Jones LLC and Empowered Funds LLC also adjusted their positions in the healthcare REIT. Welltower recently reported strong Q1 earnings, beating analyst estimates, and declared a quarterly dividend of $0.74 per share.

National Pension Service has significantly increased its stake in General Motors Company (NYSE:GM) by 78.8% in the fourth quarter, purchasing an additional 1,720,384 shares. This move increases their total holdings to 3,903,579 shares, valued at $317,439,000. Other institutional investors have also adjusted their positions, and the article highlights recent positive news for GM, including FDIC approval for an industrial bank charter and work with NASA, alongside insider share sales by CEO Mary T. Barra and EVP Rory Harvey.

National Pension Service has increased its stake in ExxonMobil Corporation (XOM) by 1.2% in the fourth quarter, now holding 9.33 million shares valued at $1.12 billion, making it their 16th largest position. ExxonMobil reported better-than-expected Q1 results and raised its quarterly dividend to $1.03 per share, yielding 2.8%. Analysts remain divided on the stock, with an average target price of $165.55.

National Pension Service decreased its holdings in Gilead Sciences by 11.3% in the fourth quarter, selling nearly 380,000 shares to end with approximately 2.99 million shares valued at $367 million. Despite this reduction, analyst sentiment remains largely positive, with 25 Buy ratings and a "Moderate Buy" consensus. Gilead Sciences also reported stronger-than-expected quarterly results and announced a quarterly dividend of $0.82 per share.

National Pension Service increased its stake in Honeywell International Inc. (NASDAQ:HON) by 2.4% in the fourth quarter, acquiring an additional 33,307 shares and bringing their total to 1,438,368 shares valued at over $280 million. Several other institutional investors also increased their holdings in HON. The article also touches on recent analyst ratings and the company's financial performance, including its latest dividend announcement and earnings report.