Mirae Asset Global Investments Co. Ltd. significantly increased its stake in Keurig Dr Pepper (NASDAQ:KDP) by 21.9% in the fourth quarter, reaching a total of 645,431 shares valued at approximately $18.08 million. This move comes as analysts maintain a "Hold" rating for KDP with a consensus price target of $32.38, despite recent reductions in individual price targets. Keurig Dr Pepper exceeded Q4 estimates with EPS of $0.60 and revenue of $4.50 billion, declared a $0.23 quarterly dividend, and provided FY2026 EPS guidance.

Cwm LLC significantly increased its stake in Las Vegas Sands Corp. (LVS) by 146.1% in Q4, acquiring an additional 149,834 shares to bring its total holdings to 252,410 shares valued at approximately $16.43 million. This increase comes as Las Vegas Sands reported strong Q4 earnings, beating analyst expectations with $0.85 EPS and $3.65 billion in revenue, and subsequently raised its quarterly dividend to $0.30 per share. Despite some insider selling by CEO Patrick Dumont, the stock holds a "Moderate Buy" consensus rating from analysts with an average price target of $67.84.

Mirae Asset Global Investments Co. Ltd. increased its holdings in Medtronic PLC by 20.4% in the fourth quarter of 2025, bringing their total to 260,675 shares valued at approximately $25.04 million. Medtronic recently surpassed quarterly earnings and revenue estimates and provided positive FY2026 EPS guidance, while institutional investors collectively own about 82.06% of the company's stock. Despite positive analyst ratings and a dividend yield of 3.3%, an EVP recently sold a significant portion of his shares.

KBC Group NV significantly decreased its stake in Amcor PLC (NYSE:AMCR) by 64.9% in the fourth quarter, selling over 1.3 million shares. Despite this, several other major institutions, including M&G, Federated Hermes, AQR, Invesco, and State Street, increased their holdings in Amcor, bringing institutional ownership to 45.14%. Amcor, a global packaging company, pays a quarterly dividend of $0.65, resulting in a 6.2% yield, though its high payout ratio of 169.93% raises sustainability concerns.

Mirae Asset Global Investments Co. Ltd. has increased its stake in Amcor PLC by purchasing 27,030 additional shares in Q4, bringing its total holdings to 2,591,850 shares valued at approximately $21.6 million. Amcor reported strong Q4 results with $0.86 EPS against $0.83 expected and revenue of $3.24 billion, a 68.1% year-over-year increase, and provided an optimistic FY2026 EPS guidance. Despite paying a quarterly dividend with a 6.2% yield, the company's payout ratio is high at 169.9%, while analysts maintain a "Moderate Buy" rating with a target price of $50.89.

Mirae Asset Global Investments Co. Ltd. has increased its stake in American Tower Corporation (NYSE:AMT) by 9.3%, bringing its total holdings to 105,815 shares valued at $18.578 million. This comes as other institutional investors have also significantly increased their positions in the real estate investment trust. American Tower recently reported a miss on quarterly EPS but saw revenue grow by 7.5% year-over-year and raised its quarterly dividend.

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.