SG Americas Securities LLC significantly reduced its stake in The Home Depot, Inc. by 51.5% in the first quarter of 2026, selling over 357,000 shares. Despite this, other institutional investors have shown mixed activity, with some substantially increasing their holdings, contributing to an overall institutional ownership of 70.86%. Home Depot recently reported better-than-expected quarterly earnings and carries a "Moderate Buy" rating from analysts with an average target price of $371.71.

Bath & Body Works is expanding its distribution channels by partnering with Ulta Beauty. Starting July 12, a selection of Bath & Body Works products, including home fragrance and body care items, will be available in 600 Ulta Beauty stores across the U.S. and online. This move is part of CEO Daniel Heaf’s "Consumer First Formula" strategy, aiming to reach new consumers and complement Bath & Body Works’ existing retail presence.

ConocoPhillips is reportedly planning a significant contract with Syria's transitional government, marking a major step for Syria's re-entry into international energy markets and a changing U.S. approach to the region. This deal, following a memorandum of understanding, would make ConocoPhillips the first major U.S. oil and gas company to formally engage with the new Syrian authorities. The move could boost Syria's revenue, stabilize its energy supply, and bring much-needed investment and expertise, though challenges like infrastructure repair, security, and transparent revenue distribution remain.

Paragon Capital Management Inc. has acquired a new stake in Salesforce Inc. (NYSE:CRM) during the first quarter, purchasing 5,968 shares valued at approximately $1.114 million. This comes as Salesforce shares have been trading below their 50-day and 200-day moving averages, despite the company posting strong quarterly earnings that beat expectations and announcing a $25 billion share buyback program and a quarterly dividend. Other hedge funds have also adjusted their holdings in Salesforce, with institutional investors owning 80.43% of the stock.

SG Americas Securities LLC significantly increased its stake in Autodesk, Inc. (ADSK) by 158.4% in the first quarter, holding over $65 million worth of shares. Other institutional investors also raised their positions, contributing to a total institutional ownership of 90.24% of the company's stock. Autodesk recently surpassed earnings and revenue estimates, and analysts currently rate the stock as a "Moderate Buy" with a consensus price target of $326.10, indicating positive sentiment despite some insider selling and buying activity.

Novare Capital Management LLC reduced its stake in RTX Corporation by 6.3% during Q1, selling 6,569 shares but still holding 97,299 shares worth approximately $18.8 million, making it one of the firm's largest holdings. RTX reported strong Q1 results, beating EPS and revenue expectations and increasing its quarterly dividend. Despite a "Moderate Buy" consensus from analysts, some firms have recently lowered their price targets due to mixed sentiment.

Paragon Capital Management Inc. significantly increased its stake in Advanced Micro Devices (NASDAQ:AMD) during the first quarter, nearly doubling its holdings by purchasing an additional 2,406 shares. The move brings their total to 4,838 shares, valued at approximately $984,000, underscoring strong institutional interest in the semiconductor giant. While analysts generally maintain a "Moderate Buy" rating with an average target price of $430.68, insider selling and the stock's recent surge have led to some investor caution.

Novare Capital Management LLC reduced its stake in Cummins Inc. (NYSE:CMI) by 8.6% in the first quarter, selling 2,914 shares and now holding 31,153 shares valued at $16.76 million. Despite this reduction and some insider selling, analysts maintain a "Moderate Buy" rating with an average price target of $731.86 for Cummins. The company recently reported strong quarterly results, exceeding EPS estimates, and declared a $2.00 per share dividend.

Wolfe Research has upgraded Kimco Realty (KIM) to Outperform with a $28 price target, citing easing debt-refinancing pressures and a strong operating environment. This follows a similar move earlier in June by Stifel, which also raised its price target to $28. The upgrades are supported by Kimco's solid financial fundamentals, including reduced refinancing risks due to lower-rate Weingarten debt and a favorable leasing market driven by limited new retail supply.

SG Americas Securities LLC significantly increased its stake in Expedia Group by 95.2% during Q1, now holding 321,252 shares valued at approximately $74.2 million. Expedia Group (NASDAQ: EXPE) reported strong Q1 earnings, beating expectations with an EPS of $1.96 and revenue of $3.43 billion, a 14.7% year-over-year increase. Despite a "Hold" consensus rating and a $284.42 price target from analysts, the company recently paid a quarterly dividend of $0.48 per share.