iA Global Asset Management Inc. has reported a new investment of $6.47 million in F5, Inc. ($FFIV), acquiring 22,357 shares in the first quarter. This comes as F5 delivered strong quarterly results, beating EPS estimates and raising its guidance for Q3 and FY 2026. Despite some insider share sales, analysts generally hold a "Moderate Buy" rating with an average price target of $382.67 for F5.

IFM Investors Pty Ltd increased its stake in State Street Corporation by 9.7% in Q1 2026, bringing its total holdings to 84,534 shares worth $10.7 million. Wall Street analysts maintain a "Moderate Buy" rating for State Street, with an average price target of $166.84, following strong Q1 earnings that surpassed expectations. The company also declared an $0.84 quarterly dividend, and several institutional investors adjusted their positions, while some insiders sold shares.

IFM Investors Pty Ltd increased its stake in The Home Depot, Inc. by 3.5% in the first quarter, now holding 202,320 shares valued at approximately $66.54 million. Home Depot reported strong Q1 results, exceeding revenue and EPS estimates, with its stock currently trading at a P/E of 24.96. Analysts maintain a "Moderate Buy" consensus rating for HD, with an average price target of $371.71.

IFM Investors Pty Ltd increased its stake in Apollo Global Management Inc. (NYSE:APO) by 12.5% in the first quarter, now owning 101,026 shares valued at $11.26 million. The company reported better-than-expected Q1 earnings but revenue fell short, and it recently raised its quarterly dividend. Analysts currently rate APO as a "Moderate Buy" with an average price target of $151.23.

iA Global Asset Management Inc. acquired 15,272 shares of McDonald's Corporation (NYSE:MCD) during the first quarter, a new position valued at approximately $4.75 million. The article highlights McDonald's strong quarterly results, its status as a dividend payer with a 2.8% yield, and a "Moderate Buy" consensus rating from Wall Street analysts, despite some recent price target adjustments. Insider selling by executives and various analysts' ratings on the stock are also detailed.

iA Global Asset Management Inc. significantly increased its stake in Salesforce Inc. by 361.7% in the first quarter, now holding 37,775 shares valued at approximately $7.05 million. This increase follows Salesforce's strong first-quarter earnings, which exceeded expectations with $3.88 EPS on $11.13 billion in revenue, and the company's reiteration of forward guidance. Market sentiment towards Salesforce remains mixed, with some analysts upgrading the stock due to AI and product expansion, while others express concerns over recent share price pullbacks and AI monetization challenges.

iA Global Asset Management Inc. has acquired a new position in Phillips 66 (NYSE:PSX), purchasing 34,170 shares valued at approximately $6.2 million during the first quarter. This move comes as institutional investors already hold about 76.93% of Phillips 66 stock, with several firms increasing their stakes recently. Phillips 66 reported strong quarterly earnings, beating analyst estimates, and declared a quarterly dividend of $1.27 per share, yielding 2.9%.

iA Global Asset Management Inc. increased its stake in Expedia Group by 41.6% in the first quarter, adding 6,850 shares to its holdings, which are now valued at approximately $5.39 million. This occurred as Expedia reported stronger-than-expected quarterly earnings with an EPS of $1.96 and revenue of $3.43 billion, marking a 14.7% year-over-year increase. Despite mixed analyst ratings and recent insider share sales, the company maintains a "Hold" consensus rating with an average target price of $284.30.

Wells Fargo recently passed the Federal Reserve’s 2026 stress test, plans an 11% dividend increase, and received analyst upgrades including a Goldman Sachs "Conviction List" addition. These developments, coupled with the removal of its federal asset cap, position Wells Fargo for potential balance sheet growth and increased capital returns. However, investors are advised to consider ongoing regulatory and compliance risks that could affect the bank's ability to fully capitalize on its new flexibility.

Old Dominion Freight Line has launched ODFL 360 for Windows, a desktop application designed to provide freight customers with a dedicated hub for managing shipments, documents, and reporting directly tied into Old Dominion’s linehaul network. This tool is aimed at US businesses that frequently use less-than-truckload (LTL) services and prefer a native Windows workflow. The software integrates with Old Dominion's existing ODFL 360 web platform, allowing power users to access real-time shipment status, invoices, and claims data, aiming to enhance efficiency and customer retention.