Ninety One UK Ltd significantly increased its stake in Adobe Inc. (NASDAQ:ADBE) by 73.7% in Q4, acquiring an additional 42,558 shares to hold a total of 100,318 shares valued at approximately $35.11 million. Despite Adobe's Q1 earnings beat and the launch of its Firefly AI Assistant, analysts have mixed reactions, leading to some price-target cuts and a consensus "Hold" rating for the stock. Institutional investors collectively own 81.79% of Adobe's stock.

Oak Harvest Investment Services significantly reduced its stake in Amgen Inc. by 37.2% in Q4, selling over 13,500 shares. Despite this reduction by one firm, several other large institutional investors, including Vanguard and Capital International, increased their holdings, with institutional ownership of Amgen standing at 76.50%. Amgen recently reported strong quarterly earnings, beating analyst estimates, and declared a quarterly dividend of $2.52 per share.

Ninety One SA Pty Ltd significantly reduced its stake in American Tower Corporation (NYSE:AMT) by selling 17,712 shares, representing a 91.1% decrease in its holdings. This comes as American Tower missed quarterly EPS but beat revenue estimates, raised its quarterly dividend, and holds a "Moderate Buy" consensus analyst rating. Insider activity includes a large sale by COO Eugene M. Noel and a purchase by Director Rajesh Kalathur.

Ninety One UK Ltd reduced its stake in NextEra Energy, Inc. by 22.3% in the fourth quarter, selling 546,604 shares. Despite this, several other institutional investors increased their holdings in NextEra Energy, and analysts maintain a "Moderate Buy" consensus rating with a target price of $95.33. The company also recently increased its quarterly dividend.

Oak Harvest Investment Services reduced its stake in Northern Trust Corporation by 36.5% during the fourth quarter, selling over 27,000 shares and retaining a holding valued at $6.556 million. Insider selling also occurred, with CFO David W. Fox, Jr. and COO Peter Cherecwich disposing of a significant number of shares. Despite this, Northern Trust reported strong financial metrics, including beating quarterly EPS expectations, and analysts have a "Hold" consensus rating with a target price of $154.55.

Ninety One UK Ltd reduced its stake in Cadence Design Systems (NASDAQ:CDNS) by 7.2% in Q4 2025, selling 12,529 shares and leaving it with 161,531 shares valued at approximately $50.49 million. Cadence Design Systems exceeded earnings expectations for the latest quarter and provided strong guidance for FY2026, leading to a "Moderate Buy" consensus rating from analysts with a target price of $376.50. Institutional investors own a significant portion of the company's stock, while insiders made some sales in the last quarter.

Oak Harvest Investment Services has acquired a new stake in Seagate Technology Holdings PLC, purchasing 2,000 shares valued at approximately $551,000. This move aligns with a broader trend of institutional interest, where Seagate Technology maintains a "Moderate Buy" consensus rating from analysts, with several firms raising their price targets. The data storage provider recently exceeded Q4 earnings expectations and provided strong Q3 2026 guidance, reinforcing its market position despite some insider selling activity.

Oak Harvest Investment Services significantly increased its stake in Deere & Company by 1,443.8% in Q4, acquiring 15,405 additional shares to bring its total to 16,472 shares, valued at approximately $7.67 million. This comes as Deere & Company reported strong quarterly earnings, beating analyst expectations with an EPS of $2.42 and revenue of $9.61 billion, a 17.5% year-over-year increase. Analysts have subsequently raised price targets for the stock, with a consensus "Moderate Buy" rating and a target of $655.45, and the company also announced a quarterly dividend of $1.62 per share.

Oak Harvest Investment Services increased its stake in Cisco Systems by 14.7% in Q4, reaching 219,601 shares valued at $16.92 million. Cisco outperformed earnings estimates with $1.04 EPS and $15.35 billion revenue, subsequently raising its quarterly dividend to $0.42. Institutional investors hold 73.33% of Cisco's stock, while corporate insiders own 0.01%, with recent insider sales totaling $3.57 million.

Oak Harvest Investment Services reduced its stake in Duke Energy Corporation by 12.8% in the fourth quarter, selling 13,721 shares. This leaves the firm with 93,332 shares valued at approximately $10.94 million, representing 0.4% of its portfolio. Meanwhile, Duke Energy faces regulatory pushback in North Carolina over its request to recover over $800 million in winter fuel costs, increasing regulatory and reputational risks for the company.