JPMorgan Chase & Co. reduced its stake in Loma Negra Compania Industrial Argentina by 63.5% in the third quarter, now holding 131,291 shares valued at $968,000. Despite this, other institutional investors like RWC Asset Management and Aberdeen Group increased their holdings, with institutional investors collectively owning 19.32% of LOMA. The company, trading around $11.57 with a market cap of $1.35 billion, has a consensus "Moderate Buy" rating from analysts with an average price target of $14.80.

Akanda Corp. has implemented a 1-for-4.5 reverse stock split of its common shares, effective April 13, 2026, after receiving shareholder and director approval on March 26, 2026. This consolidation will convert 4.5 existing shares into one new share, with fractional shares being rounded down. The move aims to reshape the company's capital structure, potentially impacting share liquidity and compliance with stock exchange listing requirements.

OFI Invest Asset Management significantly increased its stake in AT&T by 84.2% in Q4, acquiring an additional 496,804 shares, bringing their total holdings to $27,000. Other major institutions like Amundi, Woodline Partners, SG Americas, CalPERS, and Invesco also raised their positions, resulting in institutional investors and hedge funds owning 57.10% of AT&T's stock. The company exceeded Q4 earnings estimates, provided optimistic FY2026 guidance, and offers a quarterly dividend of $0.2775, maintaining a "Moderate Buy" analyst rating with a target price of $30.74.

OFI Invest Asset Management significantly reduced its stake in Jacobs Solutions Inc. (NYSE:J) in Q4, selling 91.1% of its shares. Despite this, Jacobs Solutions has received a "Moderate Buy" consensus rating from analysts, with an average target price of $156.60, and has increased its quarterly dividend. The company also reported strong Q1 2026 earnings, exceeding analyst expectations.

Cantor Fitzgerald Investment Advisors L.P. significantly increased its stake in Amcor PLC (NYSE:AMCR) by 62.1% in the fourth quarter, acquiring an additional 466,173 shares and now holding over 1.2 million shares valued at approximately $10.15 million. This move is part of a broader trend of increased institutional ownership, with major firms like State Street Corp and M&G PLC also boosting their positions. Despite a high dividend yield of 6.3% and a "Moderate Buy" consensus rating from analysts, concerns about the dividend's sustainability are highlighted due to a payout ratio of 169.9%.

Carnegie Investment Counsel increased its stake in Bank of America (NYSE:BAC) by 3.8%, acquiring an additional 20,049 shares, bringing their total holdings to 549,983 shares valued at approximately $30.25 million. Despite several analysts trimming price targets, the consensus rating for Bank of America remains a "Moderate Buy" with an average price target of $59.10. The company recently reported an EPS beat of $0.98 ($0.02 above consensus) and announced a quarterly dividend of $0.28 per share, yielding 2.1%.

Cantor Fitzgerald Investment Advisors L.P. reduced its stake in Medtronic PLC by 12.8% in the fourth quarter of 2025, selling 23,911 shares and leaving the firm with 163,115 shares valued at $15.67 million. This move made Medtronic the 24th largest holding, comprising about 1.2% of Cantor Fitzgerald's investment portfolio. Concurrently, Medtronic EVP Harry Skip Kiil also sold a significant portion of his personal holdings.

Cantor Fitzgerald Investment Advisors L.P. reduced its stake in MetLife, Inc. by 21.1% in the fourth quarter, selling 30,901 shares and retaining 115,355 shares valued at $9.11 million. Despite this reduction, other major institutional investors like Vanguard Group Inc. and Dodge & Cox increased their holdings in MetLife, which continues to hold a "Moderate Buy" consensus rating from analysts with a target price of $93.50. MetLife also recently reported strong quarterly earnings, beating expectations with $2.49 EPS on $52.44 billion in revenue.

Factory Mutual Insurance Co. reduced its stake in American Express (NYSE: AXP) by 11.0% in the fourth quarter, selling 11,900 shares and holding 96,600 shares valued at $35.74 million. American Express recently increased its quarterly dividend to $0.95 and is facing near-term headwinds including significant insider selling and analyst price target cuts, such as JPMorgan's reduction from $375 to $325. Institutional investors collectively own 84.33% of the company's stock, with various hedge funds also adjusting their positions.

Cantor Fitzgerald Investment Advisors L.P. reduced its stake in Lockheed Martin Corporation by 11.5% in the fourth quarter, selling 3,124 shares and holding 24,091 shares valued at approximately $11.65 million. This occurred despite Lockheed Martin exceeding revenue expectations with $20.32 billion and securing a significant $4.7 billion PAC-3 MSE production contract. Analysts currently hold a "Hold" consensus rating for Lockheed Martin, with a consensus target price of $645.79.