BNP Paribas acquired 56,053 shares of Public Service Enterprise Group (NYSE:PEG) in the fourth quarter, a stake valued at approximately $4.5 million. This purchase contributes to the high institutional ownership of PEG, with hedge funds and other institutions holding about 73.34% of shares. The company recently reported strong quarterly results, beating earnings and revenue estimates, and declared a quarterly dividend of $0.67 per share.

Beto Financial Group LLC has acquired a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) during the fourth quarter, purchasing 13,256 shares valued at approximately $1,069,000. This investment makes Cisco Systems about 0.7% of Beto Financial Group LLC's portfolio, positioning it as their 27th largest holding. Other institutional investors like Vanguard Group Inc., Norges Bank, Invesco Ltd., Northern Trust Corp, and Franklin Resources Inc. have also significantly increased their stakes in Cisco, with institutional investors now owning 73.33% of the company's stock. The article also covers Cisco's recent earnings, dividend announcement, analyst price target updates, and recent insider trading activity.

BNP Paribas increased its stake in Cisco Systems, Inc. by 9.0% in the fourth quarter, bringing its total holdings to $36.89 million, representing 1.1% of its portfolio. Other institutional investors also adjusted their positions in Cisco, which currently has a market capitalization of $478.21 billion and a P/E ratio of 39.39. Analysts have given Cisco Systems a "Moderate Buy" rating with a consensus target price of $119.09, following positive earnings results and increased price targets from several firms.

Philip Morris International has revised its 2026 full-year reported diluted EPS guidance downwards. This reduction is attributed to a $500M non-cash impairment charge related to its Canadian affiliate and an updated currency forecast. The new outlook for EPS is now set to a range of $7.18 to $7.33.

BNP Paribas has increased its stake in The Home Depot (NYSE:HD) by 55.3% during the fourth quarter, bringing its total holdings to 49,714 shares valued at $17.1 million. This increase follows Home Depot's better-than-expected quarterly results, including an EPS of $3.43 and revenue of $41.77 billion, and an updated FY 2026 guidance. The company also declared a quarterly dividend of $2.33 per share, representing an annualized yield of 3.0%.

BW Gestao de Investimentos Ltda. recently acquired a new stake in American Electric Power Company, Inc. (NASDAQ:AEP) during the fourth quarter, purchasing 169,861 shares valued at approximately $19.59 million. This investment makes AEP the 26th largest position in BW Gestao's portfolio. Several other hedge funds have also adjusted their holdings in AEP, with institutional investors and hedge funds owning 75.24% of the company's stock.

BW Gestao de Investimentos Ltda. significantly increased its stake in Lowe's Companies Inc. by purchasing an additional 26,568 shares, bringing its total holdings to 29,783 shares valued at over $7.18 million. Despite recent share price declines near its 12-month low, Lowe's reported strong quarterly earnings, beating estimates, and boosted its quarterly dividend to $1.25 per share. Analysts maintain a consensus "Moderate Buy" rating for the stock with a target price of $264.57.

BNP Paribas Financial Markets decreased its stake in Sempra Energy (NYSE:SRE) by 19.0% in the fourth quarter, now holding $94.90 million worth of shares. Other institutional investors also adjusted their positions in the utilities provider. The article details recent insider trading activity, Sempra Energy's financial performance, dividend announcement, and analyst ratings, with a consensus of "Moderate Buy."

BNP Paribas significantly increased its stake in The Hershey Company (NYSE: HSY) by 41,714.3% in the fourth quarter, acquiring an additional 17,520 shares and bringing its total holdings to 17,562 shares valued at $3.197 million. Other institutional investors also adjusted their positions in Hershey, while CFO Steven E. Voskuil sold 1,500 shares for $291,150. Hershey reported strong Q4 earnings, surpassing analyst estimates, and announced a quarterly dividend of $1.452 per share.

BNP Paribas significantly increased its holdings in Arista Networks ($ANET) during the fourth quarter, acquiring an additional 27,497 shares to bring its total to 65,183 shares valued at approximately $9 million. This increase in institutional ownership comes despite recent insider selling by company executives. Arista Networks reported strong quarterly results, exceeding EPS and revenue expectations, and analysts maintain a consensus "Buy" rating with a target price of $185.72.