Atria Investments Inc. reduced its stake in Procter & Gamble (NYSE:PG) by 7.4% in the fourth quarter but still holds shares valued at $18.91 million. Insider selling by executives, including Moses Victor Javier Aguilar and CEO Ma. Fatima Francisco, accounted for 22,527 shares sold in the last 90 days. Despite the reduced institutional holding, Procter & Gamble reported strong quarterly earnings, beating EPS estimates, and increased its quarterly dividend.

Allworth Financial LP increased its stake in RTX Corporation by 43% in Q4, acquiring an additional 64,753 shares to hold a total of 215,492 shares valued at $39.5 million. RTX reported strong Q1 results, exceeding EPS and revenue expectations, and raised its quarterly dividend to $0.73 per share. The company also announced several positive news items, including new defense contracts and capacity expansion, while institutional investors hold 86.50% of the stock.

Travelers is aiming to secure between $600 million and $750 million in multi-peril reinsurance protection through its Long Point Re IV Ltd. (Series 2026-1) catastrophe bond, which would be its largest cat bond sponsorship to date. This upsizing reflects Travelers' growing risk transfer needs and comes with lowered price guidance, consistent with current market trends. The four-year bond will provide indemnity and per-occurrence coverage for U.S. tropical cyclone, earthquake, severe thunderstorm, and winter storm events in Northeast US states.

A new report by DataM Intelligence projects the Global Industrial Waste Management Market to grow from USD 1.28 billion in 2025 to USD 2.01 billion by 2033, demonstrating a CAGR of 10.2%. The report highlights key market dynamics, including regional growth trends, segmentation, and the financial performance of major industry players, noting significant recent developments and M&A activities in the US and Japan. Growth is driven by R&D investments, advanced materials, and sustainability efforts across North America, Asia-Pacific, and Europe.

Forum Financial Management LP has a significant stake in Apple Inc. ($AAPL), holding 325,788 shares valued at $88.57 million, despite a slight reduction in the fourth quarter. Apple recently reported strong fiscal results with an EPS of $2.01 and revenue of $111.18 billion, and institutional investors and hedge funds own 67.73% of the stock. The company also increased its quarterly dividend and is benefiting from positive sentiment surrounding AI-related product updates and upcoming events like WWDC, though some insider selling and tariff risks exist.

Crossmark Global Holdings Inc. has significantly increased its stake in Texas Pacific Land Corporation by 409.4% in the fourth quarter, now holding 3,377 shares valued at approximately $970,000. This increase follows strong financial performance by Texas Pacific Land, which reported better-than-expected earnings of $2.07 per share and $236.8 million in revenue, alongside a declared quarterly dividend of $0.60 per share. The company currently holds a "Moderate Buy" consensus rating from analysts with a target price of $639.

Community Bank N.A. significantly reduced its stake in Archer Daniels Midland Company (ADM) by 77.1% during the fourth quarter, leaving it with 6,989 shares. Other institutional investors, however, mostly increased their holdings. Archer Daniels Midland reported better-than-expected EPS and a 2.5% dividend yield, while analysts maintain an average "Hold" rating with a target price of $74.50.

Cboe Global Markets reports a significant surge in retail call option volume on "Mag 10" stocks, marking the heaviest 10-day stretch since 2021. Retail traders are aggressively buying calls, with 52% of new positions being buys compared to 17% sells, indicating strong bullish sentiment driven by the AI rally and upcoming tech earnings. Cboe is also expanding its product offerings for the Magnificent 10 Index (MGTN) to cater to this increased interest.

Barrow Hanley Global Investors significantly increased its stake in Pinnacle West Capital to 5.78% as of March 31, 2026, demonstrating confidence in the Arizona utility. Pinnacle West, through its subsidiary Arizona Public Service, provides electric services across Arizona, benefiting from regulated revenue streams and investments in renewable energy. This increased institutional interest and the company's defensive profile make it an appealing option for US investors seeking exposure to a growing utility market.

Catalyst Financial Partners LLC significantly increased its stake in Marathon Petroleum Corporation (NYSE:MPC) by 109% in the fourth quarter, holding 9,097 shares valued at $1.48 million. This comes as Marathon Petroleum reported strong quarterly earnings, surpassing analyst expectations with an EPS of $1.65 and revenue of $34.2 billion. The company also announced a quarterly dividend of $1.00 and has received positive analyst coverage, including a price target hike to $290 by BMO Capital.