First Horizon Corp significantly increased its stake in Adobe Inc. during Q4, now holding 39,470 shares valued at $13.81 million. Adobe has shown strong quarterly earnings, beating estimates, and is expanding its AI monetization efforts with the Firefly AI Assistant. Despite positive developments and institutional interest, the stock trades near multi-year lows, and analyst ratings are mixed, with an average target price of $339.88.

First Horizon Corp significantly increased its stake in ServiceNow (NYSE: NOW) by purchasing an additional 64,113 shares, bringing its total holdings to 64,395 shares valued at approximately $9.865 million. Despite some recent price target trims and a "Moderate Buy" consensus rating from analysts, ServiceNow reported strong Q4 results with revenue up 20.7% year-over-year and EPS beating estimates, though insider selling activity has also been noted.

First Horizon Corp significantly reduced its stake in BNY by selling 56,950 shares in Q4, leaving them with 145,618 shares valued at approximately $16.9 million. This news follows BNY's strong Q1 performance, where it exceeded earnings estimates, raised its 2026 revenue outlook, and announced a quarterly dividend and substantial buyback plan, leading to several analyst price target increases. Despite First Horizon Corp's sale, institutional ownership of BNY remains high at around 85.3%, with many major asset managers increasing their positions.

First Horizon Corp reduced its stake in Bristol Myers Squibb by 17.1% in Q4 2025, selling 25,288 shares while retaining 122,321 worth $6.598 million. Additionally, EVP David V. Elkins sold 30,000 shares of BMY on April 1, 2026, decreasing his ownership by nearly 16%. Bristol Myers Squibb recently missed quarterly EPS estimates, provided FY 2026 guidance, and declared a $0.63 quarterly dividend.

First Horizon Corp has significantly increased its stake in The PNC Financial Services Group, Inc (NYSE:PNC), now holding shares worth approximately $13.28 million. This increase in institutional ownership comes as several analysts have raised their price targets for PNC, resulting in a consensus "Moderate Buy" rating. Despite strong institutional buying, company insiders have recently sold shares valued at around $14.84 million, though they still retain a small percentage of the company's stock.

First Horizon Corp significantly increased its stake in Packaging Corporation of America (NYSE:PKG) by 74,572.9% in Q4, acquiring an additional 35,795 shares to own a total of 35,843 shares valued at approximately $7.39 million. This increase occurred despite Packaging Corporation of America missing Q4 earnings and revenue estimates, though its revenue was up 10.1% year-over-year. The company trades with a market capitalization of $19 billion, offers a $5.00 annual dividend, and has a consensus "Moderate Buy" rating with an average target of $230.00.

Hilton Hotel is benefiting from a global travel boom but faces challenges from rising labor and expansion costs. The company's asset-light growth strategy, strong loyalty program, and market position in upscale segments are key to its success, though investors should monitor operational costs, economic shifts, and development pipelines. Despite potential headwinds like inflation and geopolitical tensions, analyst consensus generally remains positive on Hilton's long-term growth prospects.

First Horizon Corp has acquired a new stake of 528,067 shares in Amcor PLC, valued at approximately $4.404 million, representing 0.11% ownership. Amcor recently reported strong Q4 results, beating EPS estimates, and announced a quarterly dividend of $0.65, though its payout ratio is high. Wall Street analysts maintain a "Moderate Buy" rating for Amcor with a consensus price target of $50.89.

First Horizon Corp recently acquired a new position in Snap-On Incorporated, purchasing 11,805 shares valued at approximately $4.07 million in the fourth quarter. This move comes despite recent insider selling by Snap-On's CEO and SVP, totaling over $15 million. Snap-On's fundamentals show a strong market capitalization, a reasonable P/E ratio, a consistent dividend yield, and a consensus "Moderate Buy" analyst rating.

AES Corp is accelerating its shift towards renewable energy and global decarbonization, with analysts suggesting its shares are currently trading at a 27% discount to intrinsic value. The company benefits from U.S. Inflation Reduction Act incentives and a large renewable pipeline, positioning it alongside industry leaders despite its shares trading below sector averages. This indicates strong potential for future performance driven by its defensive utility base and robust renewables backlog.