Fideuram Asset Management Ireland dac recently acquired a new position in Analog Devices (NASDAQ:ADI), purchasing 11,466 shares worth approximately $3.11 million in the fourth quarter. This acquisition comes after Analog Devices reported strong quarterly results, beating analyst expectations with EPS of $3.09 and revenue of $3.62 billion, a 37.2% increase year-over-year. The company also declared a quarterly dividend of $1.10 per share.

Fideuram Asset Management Ireland dac initiated a new position in Walmart Inc. (NASDAQ:WMT) during the fourth quarter, acquiring 65,755 shares valued at approximately $7.33 million. This comes as Walmart maintains a "Moderate Buy" consensus rating from analysts, with a target price of $138.71, following a solid latest quarter where EPS matched estimates and revenue exceeded expectations. The company also raised its FY2027 guidance, reflecting positive operational momentum.

KTF Investments LLC has made a significant investment of $20.60 million in Apple Inc. (NASDAQ:AAPL) during the fourth quarter, acquiring 75,770 shares. This investment now makes Apple the fund's 10th biggest holding, representing 3.4% of its portfolio. The move comes as Apple continues to garner attention for its AI strategy, with recent reports of a major Siri overhaul and Bank of America raising its price target to $380, citing potential growth from agentic AI.

Morse Asset Management Inc. reduced its stake in Amazon.com (NASDAQ:AMZN) by 4.2% in the fourth quarter, selling 3,803 shares and ending with 86,361 shares valued at approximately $19.9 million. Despite this reduction from one institution, Amazon's institutional ownership remains strong at 72.2% with other funds increasing their positions, and analysts are largely bullish on the stock with several raising price targets to over $300. The company also reported strong quarterly earnings, beating analyst estimates with $2.78 EPS on $181.5 billion in revenue.

Matthew 25 Management Corp reduced its stake in Amazon.com, Inc. ($AMZN) by 14.8% in the fourth quarter, selling 21,250 shares, though Amazon remains its third-largest holding. Despite the cut, analysts are largely bullish on AMZN, with 57 analysts rating it a "Buy" and an average target price of $312.66, significantly above its recent trading price. The company reported strong Q4 results with EPS beating estimates and revenue up 16.6% year-over-year.

RNC Capital Management LLC increased its stake in Amazon.com, Inc. by 8.2% in the fourth quarter, purchasing an additional 4,937 shares. This brings their total holdings to 65,323 shares, valued at approximately $15.1 million. Other institutional investors also boosted their positions, and analysts maintain a "Moderate Buy" rating with an average price target of $312.66.

Liberty Atlantic Advisors LLC has made a new investment in Amazon.com, Inc. (NASDAQ:AMZN), acquiring 2,449 shares valued at approximately $565,000 during the fourth quarter. This new stake comes as Amazon reported strong quarterly earnings, beating Wall Street expectations with EPS of $2.78 and revenue of $181.52 billion. Analysts remain widely bullish on AMZN, with a consensus of 57 "Buy" ratings and a price target of $312.66, despite some insider selling activities.

Fideuram Asset Management Ireland dac has acquired a new stake in Bank of America, purchasing 147,729 shares valued at approximately $8.1 million. This comes as Bank of America reported strong quarterly results, exceeding EPS and revenue expectations. Analysts maintain a "Moderate Buy" consensus for the stock, which also declared a quarterly dividend of $0.28 per share.

Fideuram Asset Management Ireland dac has acquired a new stake in Citigroup Inc. (NYSE:C) during the fourth quarter, purchasing 76,075 shares valued at approximately $8.88 million. This move is part of a broader trend of high institutional ownership in Citigroup, with other major investors also increasing their positions. The company is supported by strong fundamentals, positive analyst sentiment, and recent strategic actions like a $30 billion share repurchase program and a quarterly dividend.

Fideuram Asset Management Ireland dac recently purchased 58,866 shares of PepsiCo, Inc. (NASDAQ:PEP) valued at $8.37 million in the fourth quarter. This acquisition comes as PepsiCo reported robust quarterly earnings, beating analyst estimates, and increased its quarterly dividend by 4% to $1.48 per share. While analysts maintain a generally constructive outlook with a consensus target price around $170.11, the stock has recently seen a dip due to inflation and margin concerns.