Lbp Am Sa reduced its stake in Synchrony Financial by 87.1% in Q4 2025, selling 100,161 shares but retaining 14,896 shares valued at $1.243 million. This comes as company insiders have sold a significant number of shares recently, though institutional ownership remains high at 96.48%. Analysts maintain a "Moderate Buy" rating for Synchrony Financial with an average price target of $85.00, following the company beating recent EPS estimates and providing positive FY2026 guidance.

Mirae Asset Global Investments Co. Ltd. significantly increased its stake in Exelon Corporation (NASDAQ:EXC) by 18.3%, acquiring an additional 89,822 shares to hold a total of 581,300 shares valued at approximately $25.34 million. The news comes amidst mixed analyst sentiment, with several downgrades but also a reiteration of a Buy rating by Argus, while Exelon reported stronger-than-expected earnings and raised its quarterly dividend. Institutional investors currently own 80.92% of the company's stock.

Mirae Asset Global Investments increased its stake in The Travelers Companies, Inc. by 15.1% in Q4, now owning 74,466 shares valued at $21.6 million. This is part of a broader trend of institutional investment, with hedge funds and institutional investors owning 82.45% of the stock. Travelers recently reported strong Q1 results, beating EPS expectations, and increased its quarterly dividend by 13.6% to $1.25, alongside authorizing a $5 billion share repurchase program.

Mirae Asset Global Investments Co. Ltd. increased its holdings in Waste Management, Inc. by 22.1% in Q4, acquiring an additional 15,278 shares to bring its total to 84,565 shares valued at $18.58 million. This move is part of a broader trend of institutional investment, with such investors now owning approximately 80.4% of WM's stock. The company also announced an increase in its quarterly dividend to $0.945 per share, resulting in a 1.7% yield for shareholders.

Mirae Asset Global Investments Co. Ltd. increased its stake in The PNC Financial Services Group, Inc by 21.9% in Q4 2025, bringing its total holdings to 70,489 shares valued at $14.71 million. This increase follows PNC's better-than-expected Q1 EPS, driven by loan growth, despite a slight revenue miss and concerns about operating expenses. Several analysts have raised their price targets for PNC, while insiders sold a significant number of shares in the last quarter.

Mirae Asset Global Investments Co. Ltd. has increased its stake in The Sherwin-Williams Company (NYSE:SHW) by 13.0% in Q4, bringing its total holdings to 63,120 shares valued at approximately $20.45 million. This increase comes as several insiders have recently sold shares, though analysts maintain a "Moderate Buy" rating with a $379.77 consensus price target. The company recently reported exceeding Q-quarter EPS estimates and raised its quarterly dividend.

Mirae Asset Global Investments Co. Ltd. increased its stake in Duke Energy Corporation by 22.7% in the fourth quarter, bringing its total holdings to 132,530 shares valued at approximately $15.53 million. This comes amidst mixed analyst ratings and some insider selling by Duke Energy executives. Duke Energy faces regulatory scrutiny in North Carolina over a requested recovery of $800M in winter fuel costs, which has drawn political opposition and could pressure customer rates.

Mirae Asset Global Investments Co. Ltd. significantly increased its stake in Simon Property Group (NYSE:SPG) by 18.7% in Q4, reaching a total value of $14.66 million. Simon Property Group also announced a $2 billion share repurchase program and a quarterly dividend of $2.20, providing an annualized yield of 4.3%. The real estate investment trust exceeded Q4 EPS expectations and delivered strong revenue growth, with analysts forecasting continued earnings growth for FY2026.

Mirae Asset Global Investments Co. Ltd. increased its stake in Transdigm Group Incorporated by 23.9%, acquiring an additional 2,829 shares and bringing its total holdings to 14,660 shares valued at $19.496 million. This move comes amidst mixed insider activity, with COO Joel Reiss selling a significant portion of his shares while CEO Michael Lisman increased his stake. The company recently reported strong Q results, beating EPS estimates, and analysts maintain a "Moderate Buy" consensus with an average target price of $1,567.40.

Mirae Asset Global Investments Co. Ltd. increased its holdings in Diamondback Energy by 18.3% in the fourth quarter, bringing its total to 139,308 shares valued at approximately $20.94 million. This comes despite Diamondback missing its quarterly earnings and revenue estimates, though analysts largely maintain a "Buy" rating with an average target price of $204.14. Insider selling has occurred, but institutional investors collectively own about 90% of the company's stock.