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.

Whittier Trust Co. of Nevada Inc. significantly reduced its stake in Motorola Solutions, Inc. by 92.3% in the fourth quarter of 2025, selling over 23,000 shares. Despite this, analysts largely maintain a "Buy" rating with a consensus price target of $502.50. The article also notes recent insider selling, with CEO Gregory Q. Brown selling 50,000 shares worth $23.4 million.

Whittier Trust Co. significantly reduced its stake in The Progressive Corporation ($PGR) by 75.1% in Q4, selling over 35,000 shares. This move leaves them with approximately $2.487 million worth of shares, despite Progressive reporting strong Q1 earnings per share that beat consensus estimates. Insiders have also been net sellers of the stock, while analysts generally hold a "Hold" rating for the company.

The article discusses how Google's 2026 Discover Core Update is revolutionizing access to information for Robert Half Inc (RHI) stock investors. By decoupling Discover from traditional search, the update provides personalized, proactive mobile feeds with insights on staffing trends, financial outcomes, and strategic moves directly to users. This change allows investors to more quickly identify and act on opportunities related to RHI's performance and the broader white-collar job market.

Merit Financial Group LLC significantly increased its stake in Expedia Group, Inc. (NASDAQ:EXPE) by 27% in the fourth quarter, now holding 20,423 shares valued at $5.79 million. This move comes as Expedia reported strong quarterly earnings, surpassing analyst expectations with an EPS of $3.78 and revenue of $3.55 billion. The company also recently raised its quarterly dividend to $0.48 per share, reflecting a positive financial outlook despite a "Hold" consensus rating from analysts.