Busey Bank reduced its stake in Caterpillar Inc. by 2.8% in the fourth quarter, selling 2,624 shares but still holding 91,750 shares valued at approximately $52.56 million. Multiple analysts have raised their price targets and ratings for Caterpillar, contributing to a consensus "Moderate Buy" rating with an average target price of $751.45. Insiders have been net sellers over the past three months, while the company prepares for its Q1 earnings release on April 30 and a $1.51 quarterly dividend payable on May 19.

Family Capital Trust Co significantly increased its stake in ServiceNow, Inc. (NYSE:NOW) by 9,081.6% in the fourth quarter, purchasing an additional 18,254 shares to own a total of 18,455 shares valued at $2.83 million. Other institutional investors also boosted their holdings in the company. Despite recent insider selling and price target cuts from several analysts, ServiceNow reported strong Q4 2025 earnings, beating consensus estimates with $0.92 EPS and $3.57 billion in revenue.

Davidson Investment Advisors reduced its stake in Cisco Systems (NASDAQ:CSCO) by 3.5% in the fourth quarter, selling 12,906 shares and holding 354,154 shares worth $27.28 million. Despite this, other institutional investors increased their holdings, and the company recently increased its quarterly dividend and reported strong earnings. Analysts maintain a "Moderate Buy" rating for CSCO with an average price target of $89.81.

Davidson Investment Advisors increased its stake in Philip Morris International Inc. by 21.8% in Q4, now holding 116,725 shares valued at $18.72 million. Other institutional investors have also adjusted their positions in the company. Philip Morris International recently received renewed FDA authorization for IQOS, maintaining a competitive advantage in the heat-not-burn market, and analysts anticipate potential Q1 EPS upside.

Focused Investors LLC reduced its stake in RTX Corporation by 2.7% in the fourth quarter, selling 20,750 shares and now owning 760,050 shares, making RTX its 12th biggest holding. The article also details other institutional investor activities, RTX's financial performance, dividend announcement, insider transactions, recent news, and analyst ratings, indicating a "Moderate Buy" consensus. Recent news highlights positive developments in RTX's commercial aerospace and defense sectors, though analysts note potential near-term risks due to tough year-over-year comparisons and a high P/E ratio.

Davidson Investment Advisors reduced its stake in EOG Resources, Inc. by 6.8% in Q4 2025, selling 11,887 shares. Despite this, other institutional investors increased their holdings in the energy exploration company. EOG Resources reported strong Q4 earnings, beating analyst expectations, and announced a quarterly dividend of $1.02 per share.

Davidson Investment Advisors increased its stake in Intercontinental Exchange Inc. (NYSE:ICE) by 29.8% in the fourth quarter, purchasing an additional 27,726 shares. Other institutional investors also adjusted their holdings in ICE. The financial services provider reported strong Q4 earnings, surpassing analyst estimates, and announced a quarterly dividend.

Focused Investors LLC reduced its stake in L3Harris Technologies Inc. (NYSE:LHX) by 2.5% during the fourth quarter, selling 11,250 shares and now owning 437,200 shares worth $128.3 million. Despite this reduction, L3Harris Technologies remains the firm's 14th largest position. Other institutional investors like Brighton Jones LLC and CIBC Asset Management Inc. increased their holdings, with institutional investors collectively owning 84.76% of the company's stock.

Tyler Technologies (US9022521051) is a leading provider of integrated software solutions for state and local governments, making it a key investment in public sector digitization. The company benefits from a resilient business model with high customer stickiness due to its specialized, mission-critical solutions and recurring revenue from maintenance contracts and subscriptions. Analysts view Tyler Technologies favorably, citing its strong market position, growth prospects, and the defensive nature of government spending, though some caution on valuation.

Emissary Wealth LLC has acquired 17,577 shares of ServiceNow (NYSE:NOW) in Q4, valued at approximately $2.693 million, making it their 15th largest holding. ServiceNow reported strong Q4 earnings, beating estimates with $0.92 EPS and $3.57 billion in revenue, and analysts generally rate the stock as a "Moderate Buy" despite recent price target cuts and insider selling. The company's stock currently trades around $96.64, with institutional investors owning 87.18% of the shares.