Fideuram Asset Management Ireland dac recently acquired 15,793 shares of Ferguson plc (FERG) for approximately $3.85 million. This comes after Ferguson reported strong quarterly earnings, beating analyst expectations, and announced a $2 billion share repurchase program along with a quarterly dividend of $0.89 per share. Analysts have issued updated price targets for FERG, with a consensus "Moderate Buy" rating.

Fideuram Asset Management Ireland dac acquired 17,124 shares of Amgen Inc. during the fourth quarter, valued at approximately $5.4 million. Amgen recently reported strong quarterly results, beating analyst estimates with EPS of $5.15 and revenue of $8.62 billion, and declared a quarterly dividend of $2.52 per share. The company has a current market capitalization of $181.60 billion and a P/E ratio of 23.42.

Fideuram Asset Management Ireland dac has acquired a new stake of 13,381 shares, valued at approximately $4.1 million, in McDonald's Corporation during the fourth quarter. McDonald's stock recently traded lower, near its 12-month low, despite beating earnings expectations with $2.83 EPS on $6.52 billion in revenue and declaring a quarterly dividend of $1.86 per share. The company maintains an average rating of "Moderate Buy" among analysts, with an average target price of $334.45.

Meta Platforms, Inc. (NASDAQ: META) has announced a quarterly cash dividend of $0.525 per share for all outstanding Class A and Class B common stock. The dividend was declared on May 28, 2026, and will be paid on June 25, 2026, to stockholders of record as of June 15, 2026. The announcement highlights Meta's ongoing commitment to shareholder returns and its focus on developing AI and immersive technologies.

Fideuram Asset Management Ireland dac has made a new investment in Arista Networks, Inc. (NYSE:ANET), purchasing 55,494 shares valued at approximately $6.83 million in the fourth quarter. This move aligns with generally positive analyst sentiment, as the stock holds a consensus Buy rating and an average price target of $185.72. Arista Networks also reported strong quarterly results, exceeding EPS and revenue expectations.

Fideuram Asset Management Ireland dac acquired a new stake in Sysco Corporation (NYSE:SYY) during the fourth quarter, purchasing 72,664 shares valued at approximately $5.46 million. Sysco reported quarterly earnings of $0.94 per share, slightly missing analyst estimates, with revenue increasing 4.7% year over year to $20.52 billion. The company also raised its quarterly dividend to $0.55 per share, and analysts rate the stock a "Moderate Buy" with a consensus price target of $88.15.

Fideuram Asset Management Ireland dac has purchased 42,373 shares of Honeywell International Inc. ($HON) worth approximately $8.35 million in the fourth quarter. Honeywell recently exceeded analyst earnings estimates with $2.45 per share, although revenue slightly missed expectations at $9.14 billion. The company has also issued promising FY 2026 EPS guidance, and analysts maintain a "Moderate Buy" rating with a target price of $248.17.

CNBC's "Final Trades" featured picks for Wynn Resorts, Okta Inc, and ServiceTitan Inc. Okta was highlighted due to better-than-expected earnings, while ServiceTitan was reiterated as a Top Pick by Morgan Stanley, despite a lowered price target by TD Cowen. Wynn Resorts was presented as a buying opportunity, with its stock price dropping due to the US-Iran conflict and a significant acquisition deal involving its largest shareholder.

Principal Financial Group Inc. significantly increased its stake in NVIDIA Corporation (NVDA) by 3.4% in the fourth quarter, making it their largest holding, valued at approximately $7.19 billion. This comes as NVIDIA reported strong quarterly results, beating EPS and revenue estimates, and announced a raised quarterly dividend of $0.25 and an $80 billion stock buyback program. Despite broad bullish sentiment from analysts, some concerns remain regarding NVIDIA's valuation and geopolitical risks related to China-bound chips.

Matthew 25 Management Corp reduced its stake in NVIDIA Corporation by 3% in the fourth quarter, selling 13,000 shares but retaining 425,000 shares valued at approximately $79.3 million, making NVIDIA its largest holding. Despite this minor sell-off, NVIDIA reported robust financial results, including an 85.2% year-over-year revenue increase to $81.62 billion and an EPS of $1.87, exceeding expectations. The company demonstrated confidence through an $80 billion share repurchase program and a significant dividend increase, while analysts maintain strong "Buy" ratings and raised price targets due to NVIDIA's dominance in AI hardware and growth prospects.