Robeco Institutional Asset Management B.V. has reduced its stake in Ameriprise Financial, Inc. by selling 5,369 shares, now owning 352,115 shares valued at approximately $172.7 million. Despite institutional selling, Ameriprise Financial recently surpassed earnings estimates and announced a quarterly dividend, maintaining a "Hold" consensus rating among analysts with a target price of $544.22. The article also notes significant insider selling, with CEO William F. Truscott and other insiders collectively offloading shares worth nearly $9 million in the last three months.

Robeco Institutional Asset Management B.V. reduced its stake in Citigroup Inc. by 7.4% in the fourth quarter, selling 231,130 shares to own a total of 2,893,497 shares worth approximately $337.6 million. This adjustment comes as other institutional investors have also made changes to their Citigroup holdings. The article also provides recent analyst ratings, insider trading information, and financial data for Citigroup.

Robeco Institutional Asset Management B.V. increased its stake in Cummins Inc. by 6.0% in the fourth quarter, purchasing an additional 17,304 shares to own a total of 307,416 shares valued at $156.92 million. Cummins reported strong quarterly earnings, beating analyst expectations with $5.81 EPS and $8.54 billion in revenue. The company also announced a quarterly dividend of $2.00 per share and saw some insider selling activity.

Robeco Institutional Asset Management B.V. significantly increased its stake in Danaher (DHR) during Q4, raising its holdings by 220.2% to 674,373 shares valued at approximately $154.38 million. Danaher surpassed Q4 earnings expectations with EPS of $2.23 and revenue of $6.84 billion, leading to a raised quarterly dividend. Despite some analysts trimming price targets, the company maintains a consensus "Moderate Buy" rating with an average target price of $251.35.

Robeco Institutional Asset Management B.V. significantly reduced its stake in Ecolab Inc. (NYSE:ECL) by 32.6% in the fourth quarter, selling 286,845 shares. This leaves their holding at 591,984 shares, valued at approximately $155.4 million. Insiders, including CEO Christophe Beck and a director, also sold shares, bringing total insider ownership to 0.50%.

Steigerwald Gordon & Koch Inc. reduced its stake in T. Rowe Price Group, Inc. by 10.4% in the fourth quarter, now holding 100,469 shares valued at $10.29 million. Despite this, T. Rowe Price is strategically expanding its fixed-income capabilities with a new CLO launch and has increased its quarterly dividend, offering a 5.7% yield. However, the company faces cautious sentiment from Wall Street, with several brokerages cutting price targets, leading to an average "Reduce" rating.

Robeco Institutional Asset Management B.V. significantly increased its stake in Take-Two Interactive Software, Inc. (NASDAQ:TTWO) by 24.3% in the fourth quarter, acquiring an additional 114,403 shares. This brings their total holding to 585,950 shares valued at approximately $150 million, representing 0.32% ownership. Despite recent insider selling, including by CEO Strauss Zelnick, Wall Street analysts maintain a "Moderate Buy" consensus rating for TTWO, with an average price target of $284.31.

Robeco Institutional Asset Management B.V. has increased its stake in Ulta Beauty Inc. by 27.6% in Q4 2025, now owning 271,671 shares valued at approximately $164.4 million. Ulta Beauty exceeded quarterly EPS and revenue estimates, reporting $8.01 EPS and $3.90 billion in revenue, and provided FY2026 EPS guidance of $28.05–$28.55. Institutional investors hold about 90.39% of the stock, and analysts maintain a consensus "Moderate Buy" rating with a target price of $674.23.

Robeco Institutional Asset Management B.V. significantly increased its stake in United Rentals (NYSE:URI) by 3,459.3% in Q4, acquiring an additional 191,162 shares, bringing its total ownership to 196,688 shares valued at $159.18 million. Despite United Rentals missing Q4 earnings estimates, falling short on EPS ($11.09 vs. $11.86 expected) and revenue ($4.21 billion vs. $4.24 billion consensus), the company authorized a $5.00 billion share repurchase plan and raised its quarterly dividend to $1.97. Institutional investors own 96.26% of the stock, and analysts maintain a "Moderate Buy" rating with a consensus target price of $914.88.

Robeco Institutional Asset Management B.V. significantly increased its stake in Procter & Gamble (NYSE:PG) by 4.0% in the fourth quarter, bringing its total holdings to 1,472,125 shares valued at over $210 million. Despite substantial insider selling and mixed analyst ratings, the company reported strong Q4 earnings, surpassing consensus estimates with $1.88 earnings per share and $22.21 billion in revenue. Procter & Gamble maintains a "Moderate Buy" consensus rating among analysts and offers an attractive annual dividend yield of approximately 2.9%.