Barrett Business Services, Inc. (BBSI) announced that all board proposals passed at its 2026 AGM. The company reported strong 2025 financial results, including growth in billings, earnings, and client retention. BBSI plans to continue strategic investments in technology and market expansion throughout 2026.

Cercano Management LLC significantly increased its stake in The Home Depot, Inc. (NYSE:HD) by 882.5% in Q4, bringing its total holdings to 23,874 shares valued at $8.2 million. Other institutional investors also adjusted their positions, with overall institutional ownership reaching 70.86%. Home Depot recently reported strong Q1 results, beating EPS and revenue estimates, raising annual guidance, and announcing a quarterly dividend providing a 3.0% yield.

Florida Financial Advisors LLC significantly reduced its stake in Fortinet, Inc. by 71.3% in the fourth quarter, holding 3,671 shares valued at $290,000. Despite this, Fortinet reported strong quarterly results, with EPS of $0.82 and revenue of $1.85 billion, exceeding analyst expectations. Insider selling was noted, but analysts generally maintain a "Hold" rating with an average price target of $102.69.

Cercano Management LLC significantly increased its stake in United Rentals (NYSE:URI) by purchasing 7,248 additional shares in Q4, bringing its total holdings to 7,458 shares valued at approximately $6.0 million. Despite United Rentals missing Q1 analyst expectations for earnings and revenue, its revenue still rose 7.2% year-over-year. Analysts generally maintain a "Moderate Buy" rating for URI with an average price target of $1,006.13, even though some insiders have recently sold shares.

DayMark Wealth Partners has recruited a four-person team from Morgan Stanley, adding approximately $820 million in client assets and boosting its total assets past the $6 billion mark. Separately, Perennial Financial Services recruited Mike Russell, CFP, from Edward Jones, who previously oversaw about $640 million in assets. These moves highlight the ongoing competition among wealth management firms to attract experienced advisors.

Fielder Capital Group LLC increased its stake in Mid-America Apartment Communities, Inc. (MAA) by 30.2% in the fourth quarter, bringing its total holdings to 43,312 shares valued at $6.0 million. Despite this, analyst sentiment remains cautious with a consensus "Hold" rating and an average price target of $143.44. MAA reported strong quarterly earnings of $2.13 per share, surpassing estimates, and declared a quarterly dividend of $1.53 per share, offering a 4.8% annualized yield.

Cercano Management LLC initiated a new position in Phillips 66 (PSX) during the fourth quarter, acquiring 10,522 shares valued at approximately $1.36 million. The oil and gas company recently reported better-than-expected earnings of $0.49 EPS, surpassing analyst estimates of a loss, although revenue fell short at $32.54 billion. Phillips 66 continues to return capital to shareholders through a quarterly dividend of $1.27 per share, representing an annualized yield of about 2.8%.

Fielder Capital Group LLC significantly increased its stake in Texas Pacific Land Corporation (NYSE:TPL) by 196% in Q4, acquiring an additional 25,132 shares to bring their total holdings to 37,952 shares, valued at approximately $10.9 million. This move is part of a broader trend of institutional investors boosting their positions in TPL, with hedge funds and other institutions now owning nearly 60% of the company's stock. Analysts maintain a "Moderate Buy" rating for TPL, citing multiple upgrades, a raised price target from KeyCorp to $639, and the company's recent beat on quarterly EPS and revenue estimates, alongside a declared dividend of $0.60 per share.

Cbre Investment Management Listed Real Assets LLC increased its holdings in Ventas, Inc. by 5.8% in the fourth quarter, now owning 1,851,968 shares valued at $143,305,000. Other institutional investors have also adjusted their positions in the healthcare REIT. Ventas recently announced a quarterly dividend of $0.52 per share and analysts have a consensus "Moderate Buy" rating for the stock.

Cercano Management LLC significantly increased its stake in Lam Research Corporation by 745.3% in the fourth quarter, purchasing an additional 63,800 shares to bring its total to 72,360 shares valued at approximately $12.4 million. This comes after Lam Research reported better-than-expected quarterly results, with EPS of $1.47 and revenue of $5.84 billion, and positive analyst sentiment with a "Moderate Buy" consensus. Other institutional investors also adjusted their holdings, and the company announced a quarterly dividend and saw insider selling activity.