Lecap Asset Management Ltd. significantly increased its stake in Cummins Inc. (NYSE:CMI) by 78.7% in the fourth quarter, now holding 4,217 shares valued at $2.15 million. This makes Cummins the 13th largest holding in Lecap's portfolio. The article also notes Cummins' strong financial performance, beating earnings estimates with EPS of $5.81 and revenue of $8.54 billion, and its stock trading near a 12-month high.

Lecap Asset Management Ltd. significantly increased its stake in Everest Group, Ltd. by 359.8% in Q4, acquiring an additional 4,055 shares to reach a total of 5,182 shares valued at approximately $1.76 million. Institutional investors collectively own about 92.6% of the stock. While Everest Group missed Q4 earnings per share estimates, it surpassed revenue forecasts, and analysts have a mixed but increasingly constructive outlook, with some raising price targets.

Lecap Asset Management Ltd. reduced its stake in The TJX Companies, Inc. by 54.2%, selling 11,350 shares and retaining 9,598 shares valued at approximately $1.474 million. This move comes as TJX has reported strong quarterly earnings, raised FY2027 guidance, and increased its quarterly dividend by 13%. Despite the fund's sell-off, institutional investors largely increased their holdings, and analysts maintain a consensus "Buy" rating for the stock.

Lecap Asset Management Ltd. acquired 21,573 shares of Unum Group for approximately $1.67 million in the fourth quarter, contributing to institutional ownership of 86.57%. Analysts currently rate Unum Group with a "Moderate Buy" consensus, setting an average price target of $92.91. The company has announced a quarterly dividend of $0.46 per share, while insiders sold a total of 21,852 shares worth about $1.59 million in the last quarter.

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Moran Wealth Management LLC increased its stake in Diamondback Energy, Inc. (NASDAQ:FANG) by 46.6% in the fourth quarter, now holding 47,596 shares valued at $7.16 million. Despite missing EPS and seeing revenue decline, Diamondback raised its quarterly dividend to $1.05. Analysts maintain a consensus "Buy" rating with an average target price of $204.14, even as corporate insiders have significantly reduced their holdings.

Moran Wealth Management LLC significantly increased its stake in Jack Henry & Associates (NASDAQ:JKHY) by 573.2% in Q4, now holding 25,857 shares valued at $4.72 million. Institutional investors collectively own 98.75% of the company's stock. Jack Henry & Associates recently beat Q4 earnings expectations, issued strong FY2026 guidance, and increased its quarterly dividend, maintaining a "Moderate Buy" consensus rating among analysts with a $200.15 average price target.

Moran Wealth Management LLC significantly increased its stake in lululemon athletica inc. (NASDAQ:LULU) by 139.6% in the fourth quarter, acquiring an additional 18,205 shares, bringing its total holdings to 31,244 shares valued at approximately $6.49 million. Despite beating quarterly estimates, lululemon faces challenges including a U.S. PFAS probe and increasing competition. Wall Street analysts currently hold a "Hold" consensus rating with an average target price of $206.77, indicating tempered expectations for the stock.

Moran Wealth Management LLC initiated a new position in Brown & Brown, Inc. (NYSE:BRO) during the fourth quarter, purchasing 93,521 shares valued at approximately $7.45 million. This move is part of a broader trend of institutional investors increasing their stakes in the company, which now accounts for 71.01% institutional ownership. Brown & Brown recently reported Q4 EPS of $0.93, beating estimates, and announced a quarterly dividend, maintaining a "Hold" consensus rating from analysts.

Moran Wealth Management LLC has increased its stake in Builders FirstSource (NYSE:BLDR) by 53.1%, now owning 54,243 shares valued at $5,581,000. This comes as Director Paul S. Levy also acquired 50,000 shares, increasing his total holdings to over 1.7 million shares. Builders FirstSource recently missed its quarterly EPS estimates and saw a 12.1% year-over-year revenue decrease, with analysts maintaining an average "Hold" rating while the stock trades around $88.52.