TD Waterhouse Canada Inc. significantly reduced its stake in DuPont de Nemours, Inc. by 87.2% in the second quarter, now holding 12,072 shares valued at approximately $1.67 million. Despite this, institutional investors collectively own 73.96% of DuPont. The company reported strong quarterly earnings, beating estimates, and analysts maintain a "Moderate Buy" rating with an average price target of $166.60.

TD Waterhouse Canada Inc. significantly reduced its stake in Huntington Ingalls Industries (NYSE:HII) by 88.2% in the second quarter, now holding shares valued at approximately $1.30 million. Despite this reduction, analyst sentiment for HII remains largely positive with a "Moderate Buy" rating. The company reported strong quarterly earnings, beating estimates, and increased revenue year-over-year, alongside announcing a quarterly dividend.

UBS Asset Management Americas LLC significantly increased its stake in Xencor, Inc. (NASDAQ:XNCR) by 214.9% in the second quarter, acquiring an additional 260,752 shares to bring its total to 382,094 shares valued at $6.15 million. This move comes as Xencor reported better-than-expected quarterly results, with an adjusted loss of $0.29 per share against an estimated $0.80 loss, and revenue growth of 17.4% year-over-year to $51.22 million. Analyst sentiment for Xencor is generally positive, holding a "Moderate Buy" rating with an average price target of $30.71.

The Public Employees Retirement System of Ohio has acquired a new stake in AutoNation, Inc. (NYSE:AN) during the second quarter, purchasing 7,019 shares valued at approximately $1,304,000. This investment comes as several other institutional investors have also adjusted their positions in the company. AutoNation currently holds a "Moderate Buy" consensus rating from analysts, with an average target price of $250.00.

Community Bank N.A. increased its stake in Salesforce Inc. by 20.8% during the second quarter, acquiring an additional 2,836 shares, bringing their total holdings to 16,468 shares valued at $2.58 million. Other institutional investors also adjusted their positions in Salesforce, which reported strong quarterly earnings, exceeding analyst estimates, and announced a quarterly dividend of $0.44 per share. Analyst ratings for Salesforce remain largely positive, with a "Moderate Buy" consensus.

The Public Employees Retirement System of Ohio recently purchased 56,527 shares of The Campbell's Company (NASDAQ:CPB) for approximately $1.259 million. This acquisition is part of broader institutional investor activity in Campbell's, which shows 52.35% of the stock owned by institutions and hedge funds. Despite recent dividend cuts and a "Reduce" consensus rating from analysts, the company reported earnings that met analyst estimates and has a market cap of $6.49 billion.

TD Waterhouse Canada Inc. significantly increased its stake in Invesco Ltd. by 5,543.4% in the second quarter, purchasing an additional 67,242 shares to reach a total of 68,455 shares valued at approximately $1.84 million. Invesco reported strong quarterly earnings, beating analyst estimates with an EPS of $0.71 and a 20.5% year-over-year revenue increase to $1.33 billion, while maintaining a quarterly dividend of $0.215 per share. Despite a consensus "Hold" rating from analysts and an average price target of $30.88, institutional investors collectively own 66.09% of the company's stock.

Saudi Central Bank increased its holdings in Willis Towers Watson Public Limited Company (NASDAQ:WTW) by 87.3% in the second quarter, purchasing 3,084 additional shares, bringing its total holding to $1.73 million. Institutional investors collectively own 93.09% of the company's stock. Willis Towers Watson reported strong quarterly earnings, beating estimates with an EPS of $3.35 and a 9.1% revenue increase year-over-year.

Marathon Petroleum (NYSE:MPC) has reached a new 52-week high of $399.62, driven by positive sentiment from record-high crack spreads, strong refining margins, and rising earnings estimates. Analyst upgrades and geopolitical tensions raising oil prices have further supported the stock's rally, despite some insider selling. The company reported strong quarterly earnings, surpassing analyst expectations for both EPS and revenue.

UBS has upgraded Thermo Fisher Scientific (NYSE:TMO) to Buy from Neutral, increasing its price target to $730 from $540. The upgrade is based on expectations of a return to at least 5% to 6% organic revenue growth by 2027, operating margin expansion, and double-digit earnings per share growth, driven by strong demand in pharmaceuticals and biotechnology, China stabilization, and AI-driven demand. This follows Thermo Fisher's strong Q2 2026 earnings beat and raised full-year outlook.