Keybank National Association OH has reduced its stake in Wells Fargo & Company by 3.0% in Q1, selling 57,343 shares and retaining 1,863,405 shares valued at $148.3 million. Despite Keybank's reduction, institutional ownership in Wells Fargo remains strong at 75.90%, with other major investors adjusting their positions. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $98.34, following Wells Fargo's recent earnings beat and consistent quarterly dividend of $0.45.

Keybank National Association OH significantly reduced its stake in American Express Company (AXP) by 11.6% in the first quarter of 2026, selling 41,560 shares and holding 317,701 shares valued at $96.1 million. Despite this reduction, American Express recently reported strong quarterly EPS, raised its outlook, and announced a $0.95 quarterly dividend. Analyst ratings for AXP are mixed but generally constructive, with a consensus "Moderate Buy" rating and an average price target of $366.95.

Keybank National Association OH significantly increased its stake in The Boeing Company, purchasing an additional 214,200 shares in the first quarter, bringing its total holdings to 243,666 shares valued at $48.5 million. Institutional ownership of Boeing remains high at 64.82%, with a consensus "Moderate Buy" rating and an average target price of $261.61 from analysts. Recent positive news for Boeing includes a large order from China Southern, improving delivery momentum, and a substantial defense award, indicating a potential cash-flow recovery despite some operational challenges and mixed analyst sentiment.

Keybank National Association OH has decreased its holdings in Cummins Inc. (NYSE:CMI) by 1.4% in the first quarter, selling 1,780 shares and now owning 125,455 shares valued at $67.5 million. Despite insider selling activity totaling $9.38 million over the past 90 days, Cummins reported strong financial results, beating EPS estimates with $6.15 and achieving revenues of $8.40 billion. Analysts maintain a "Moderate Buy" rating for the company, with an average target price of $738.

Keybank National Association OH has reduced its stake in Procter & Gamble Company (PG) by 2.9% in the first quarter, selling 41,849 shares and retaining 1,414,098 shares valued at $204.3 million. Despite this, PG reported better-than-expected earnings of $1.59 per share and a 7.4% year-over-year revenue increase to $21.23 billion, alongside raising its quarterly dividend to $1.0885 per share, annualizing to $4.35 with a 2.9% yield. The company maintains a "Moderate Buy" consensus rating from analysts, with institutional investors holding 65.77% of its stock.

Keybank National Association OH substantially increased its stake in Starbucks, adding over 125,000 shares for a total value of approximately $54.3 million. This strategic move follows Starbucks' strong first-quarter financial performance, which exceeded revenue and EPS estimates. The company also declared a $0.62 quarterly dividend and reaffirmed its FY2026 EPS guidance, maintaining a "Moderate Buy" consensus rating from analysts.

Keybank National Association OH reduced its stake in Republic Services, Inc. by 2.1% in the first quarter, selling 9,157 shares and ending with 424,728 shares valued at approximately $93.0 million. The company's Q1 results exceeded expectations, with EPS of $1.70 and revenue of $4.11 billion, and it declared a quarterly dividend of $0.625 per share. Analyst ratings are mixed, leading to an average "Moderate Buy" with a consensus price target of $243.26.

Keybank National Association OH slightly decreased its stake in Bank of America Corporation ($BAC) by 2.1% in the first quarter, yet still holds 3.83 million shares valued at about $186.5 million. Institutional investors collectively own 70.71% of BAC's stock, showing strong interest despite some brokerage downgrades and price target reductions. Analysts generally maintain a "Moderate Buy" rating for BAC with a consensus price target of $61.60, while the company recently reported strong quarterly earnings, beating estimates.

Keybank National Association OH reduced its stake in Ulta Beauty Inc. by 21.8% in the first quarter, selling over 30,000 shares. Despite this, Ulta Beauty reported robust quarterly results, exceeding EPS and revenue forecasts, and raised its FY2026 guidance. Analyst sentiment remains largely positive with a "Moderate Buy" rating, though some price targets have been adjusted.

Stevens Capital Partners has made a new $1.54 million investment in Pool Corporation (NASDAQ:POOL) by acquiring 7,598 shares. This comes amidst strong institutional interest, with 98.99% of the stock owned by institutions and several other funds increasing their holdings. Pool Corporation recently beat EPS estimates, raised its dividend, and authorized a $600 million share buyback, despite a consensus "Hold" rating from analysts.