Garde Capital Inc. significantly increased its stake in Salesforce Inc. by 123.5% in the fourth quarter, now holding 17,691 shares valued at $4.69 million. This comes as Salesforce reported strong Q1 results, exceeding earnings and revenue estimates, and raised its full-year profit guidance, driven in part by its AI initiatives. Analysts maintain a "Moderate Buy" consensus rating for Salesforce, which also announced a $25 billion buyback program and a quarterly dividend.

Fideuram Asset Management Ireland dac initiated a new position in Linde PLC (NASDAQ:LIN) by acquiring 8,272 shares worth approximately $3.83 million in the fourth quarter. Other institutional investors have also adjusted their holdings in Linde, which currently holds a consensus "Buy" rating from Wall Street analysts with an average price target of $540. Linde recently reported strong quarterly earnings, beating EPS and revenue estimates, and declared a quarterly dividend of $1.60 per share payable on June 18th.

Fideuram Asset Management Ireland dac initiated a new position in Motorola Solutions, Inc. (NYSE:MSI) during the fourth quarter, acquiring 11,595 shares valued at approximately $4.58 million. Motorola Solutions reported strong quarterly earnings, surpassing analyst expectations with an EPS of $3.37 and revenue of $2.71 billion, leading to raised guidance for both Q2 and FY 2026. The company also announced a quarterly dividend of $1.21 per share, reflecting broad analyst confidence with a consensus "Buy" rating and an average price target of $504.67.

Fideuram Asset Management Ireland dac recently acquired a new stake of 6,733 shares in Cummins Inc., valued at approximately $3.44 million. This purchase contributes to already high institutional ownership, which stands at 83.46% of the company's stock. Cummins reported strong quarterly results and declared a $2.00 quarterly dividend while analysts maintain a "Moderate Buy" rating with a consensus price target of $700.50.

Fideuram Asset Management Ireland dac recently acquired 56,264 shares of Cisco Systems, Inc. (NASDAQ:CSCO) valued at approximately $4.33 million in the fourth quarter. Several analysts have upgraded Cisco's stock and raised price targets, contributing to a "Moderate Buy" consensus rating and an average target of $119.09. Cisco's strong financial performance, including beating EPS and revenue estimates, 12% year-over-year revenue growth, and optimistic fiscal 2026 guidance, is further bolstered by its strong positioning in AI infrastructure spending and new cloud/security initiatives.

Fideuram Asset Management Ireland dac has acquired a new stake in ResMed Inc. (NYSE:RMD) during the fourth quarter, purchasing 18,991 shares valued at approximately $4.7 million. This comes as ResMed reported strong quarterly results, exceeding analyst expectations with EPS of $2.86 and revenue of $1.43 billion. The company also announced a quarterly dividend and holds a "Moderate Buy" consensus rating from analysts.

Fideuram Asset Management Ireland dac has acquired 91,698 shares of Fastenal Company (NASDAQ:FAST) valued at approximately $4.04 million during the fourth quarter. This acquisition comes as Fastenal reported Q4 EPS matching analyst expectations and a 12.4% year-over-year revenue increase. The company currently holds a "Hold" consensus rating with an average price target of $49.77 and recently paid a $0.24 quarterly dividend.

Fideuram Asset Management Ireland dac has acquired 61,444 shares of Fortinet, Inc. (NASDAQ:FTNT), valued at approximately $4.88 million. This comes after Fortinet reported strong Q4 earnings, surpassing analyst expectations with an EPS of $0.82 and revenue of $1.85 billion. Despite recent insider selling by CEO Ken Xie and COO John Whittle, analysts currently rate Fortinet as a "Hold" with an average target price of $102.69.

Fideuram Asset Management Ireland dac recently acquired a new stake of 99,871 shares in Gilead Sciences, Inc. (NASDAQ:GILD) during the fourth quarter, valued at approximately $12 million. This investment makes Gilead Sciences the 24th largest holding for the firm, comprising about 0.9% of its portfolio. Other institutional investors have also adjusted their positions in GILD, while company insiders have sold shares totaling over $7 million in recent months.

Fideuram Asset Management Ireland dac initiated a new position in Verizon Communications, acquiring 96,951 shares valued at approximately $4.07 million in the fourth quarter. Verizon exceeded profit expectations in its latest quarterly results but slightly missed revenue forecasts, and guided its FY 2026 EPS to $4.950–4.990. The stock currently holds a "Moderate Buy" rating from analysts with an average target price of $50.59.