Lbp Am Sa significantly increased its stake in Monster Beverage Corporation ($MNST) by 345.8% in Q4, acquiring 13,160 additional shares, bringing their total holdings to 16,966 shares valued at $1.301 million. This increase follows Monster Beverage's strong Q4 earnings, where it surpassed EPS and revenue estimates. Analyst sentiment on $MNST is a "Moderate Buy" with an average price target of $83.38, reflecting varying opinions among analysts.

Mirae Asset Global Investments Co. Ltd. significantly increased its stake in Blackstone Inc. ($BX) by 19.4% in the fourth quarter, bringing its total holdings to 144,300 shares valued at approximately $22.24 million. Blackstone surpassed Q1 earnings expectations and raised its quarterly dividend, despite a high payout ratio. Analyst sentiment for Blackstone is generally positive, with an average "Moderate Buy" rating and a price target of $156.45.

Mirae Asset Global Investments Co. Ltd. significantly increased its stake in Old Dominion Freight Line (NASDAQ:ODFL) by 39.8% in Q4, acquiring an additional 32,345 shares to bring its total ownership to 113,616 shares valued at $17.82 million. This move comes as Old Dominion Freight Line exceeded quarterly EPS estimates and raised its quarterly dividend. The article also details other institutional investor activities, recent insider transactions, financial performance, and current analyst ratings for ODFL.

Mirae Asset Global Investments Co. Ltd. has increased its stake in Rambus, Inc. by 21.2%, purchasing an additional 27,472 shares to bring its total holding to 157,148 shares, valued at approximately $14.44 million. Rambus recently reported Q4 EPS of $0.68 and revenue of $190.24 million, exceeding market estimates, with the stock opening at $126.93 on Friday. Despite institutional buying, company insiders have been net sellers, offloading 58,151 shares worth about $5.85 million in the last 90 days.

Mirae Asset Global Investments Co. Ltd. increased its holdings in Cummins Inc. by 15.4% during the fourth quarter, bringing its total to 35,807 shares valued at $18.28 million. This increase comes as Cummins reported strong quarterly earnings, beating analyst estimates, and continues to receive "Moderate Buy" consensus ratings from analysts with an average price target of $598.47. Despite institutional confidence, company insiders have sold a significant number of shares, totaling over $18.4 million in the last 90 days.

Mirae Asset Global Investments Co. Ltd. has increased its stake in Colgate-Palmolive (NYSE:CL) by 10.5%, acquiring an additional 21,109 shares. The firm now holds 221,443 shares valued at approximately $17.5 million. This increase in institutional ownership comes despite significant insider selling, with the CFO and COO selling shares worth millions in the last 90 days.

Mirae Asset Global Investments Co. Ltd. increased its stake in Prologis, Inc. by 23.2% in Q4 2025, holding 189,525 shares valued at about $24.2 million. Prologis reported a strong Q1 2026, beating EPS and revenue estimates, raising FY-2026 guidance, and increasing its quarterly dividend. Analysts maintain a "Moderate Buy" consensus, with data center expansion offering growth potential but also raising concerns about capital intensity and execution risks.

Mirae Asset Global Investments Co. Ltd. increased its stake in Copart, Inc. (NASDAQ:CPRT) by 22.2% in the fourth quarter, bringing its total holdings to 454,236 shares valued at $17.78 million. This comes as Copart missed Q4 earnings estimates, reporting $0.36 EPS against an expected $0.39, and revenue of $1.12 billion against $1.15 billion. The company also saw its CEO sell over 26,000 shares, and analysts currently hold a "Hold" consensus rating with a target price of $44.40.

Lbp Am Sa has acquired 31,257 shares of Copart, Inc. (NASDAQ:CPRT) in Q4, valued at approximately $1.224 million, making them a new institutional investor alongside firms like Vanguard, Principal, and State Street, which collectively own about 85.78% of the company. Despite this, Copart missed its Q4 earnings and revenue estimates, and its stock is trading near its 52-week low. Analyst sentiment is mixed with a consensus "Hold" rating, and CEO Jeffrey Liaw recently sold a significant portion of his shares.

Whittier Trust Co. of Nevada Inc. significantly reduced its stake in Invitation Home (NYSE: INVH) by 92.4% during Q4, selling over 204,000 shares. Despite this, institutional investors collectively own 96.79% of the company's stock. Invitation Home also recently announced a quarterly dividend of $0.30, resulting in a 4.4% yield with a 125% payout ratio, and analysts hold a "Moderate Buy" consensus with an average target price of $32.88.