Ritholtz Wealth Management increased its stake in Alphabet (GOOG) by 10.4% in Q4 2025, bringing its total holdings to 139,786 shares valued at $43.87 million. This move makes Alphabet its 21st largest position, despite recent significant insider selling totaling over $104 million in the last 90 days. Alphabet exceeded Q4 earnings expectations with EPS of $2.82 and revenue of $113.8 billion, leading to analyst upgrades, a new average target price of $346.03, and the declaration of a $0.21 quarterly dividend.

Massachusetts Financial Services Co. MA significantly reduced its stake in Gartner, Inc. ($IT) by 99.5% in Q4, selling 261,584 shares and retaining only 1,317 shares. This comes as Gartner faces legal uncertainty due to securities-fraud class action lawsuits alleging misstatements about consulting outlook, with lead-plaintiff motions due May 18, 2026. Despite beating Q4 EPS estimates, Wall Street's consensus rating for Gartner is "Hold" amidst mixed views and recent price target reductions by several firms.

Ritholtz Wealth Management increased its stake in JPMorgan Chase & Co. by 3.9% in the fourth quarter, bringing its holding to 97,163 shares valued at approximately $31.31 million. Despite JPMorgan's strong Q1 earnings beat and analyst target upgrades, the article highlights near-term risks such as management trimming full-year net interest income guidance and significant insider selling, which could temper sentiment. Institutional investors own 71.55% of the company's stock.

Massachusetts Financial Services Co. (MFS) reduced its stake in JPMorgan Chase & Co. (JPM) by 5.5% in Q4, but JPM remains its 6th largest holding. Despite this reduction and some insider selling, JPMorgan reported a strong Q1 earnings beat, leading to analyst price target increases and a "Moderate Buy" consensus. The stock also benefited from the termination of a regulatory consent order, though management trimmed net interest income guidance.

Massachusetts Financial Services Co. MA significantly reduced its stake in Adobe Inc. ($ADBE) by 95.8% in the fourth quarter, selling 23,664 shares and retaining 1,031 shares valued at $361,000. Despite this reduction, Adobe reported strong quarterly results with EPS beating expectations and revenue up 12%, while analyst sentiment remains mixed with a "Hold" consensus. The company's new Firefly AI Assistant represents potential revenue upside, though it faces competitive and valuation challenges.

Massachusetts Financial Services Co. MA significantly reduced its stake in MSCI Inc. by 99.3%, selling 92,604 shares and retaining only 666 shares valued at $382,000. Despite this sale, other major institutions like Mitsubishi UFJ, Baillie Gifford, JPMorgan, Banque Pictet, and Bamco substantially increased their holdings, maintaining institutional ownership near 89.97%. MSCI recently reported strong quarterly earnings, where revenue increased by 10.6% and EPS beat estimates, leading to an increased quarterly dividend and a "Moderate Buy" analyst consensus with a $665.89 price target.

Massachusetts Financial Services Co. significantly reduced its stake in PTC Inc. by 98.4% in Q4, now holding 2,770 shares valued at approximately $483,000. Despite this sell-off and trimmed price targets from analysts, PTC Inc. exceeded Q4 earnings expectations with an EPS of $1.92 and revenue of $685.8 million, and maintains a "Moderate Buy" consensus rating with an average target of $182.08. Insiders have also sold shares, but the company's financial performance and future guidance indicate continued strength.

Google's 2026 Discover Core Update is revolutionizing how investors receive financial news about Douglas Dynamics Inc (NYSE: PLOW). The mobile-first approach delivers tailored insights on snowplow demand, earnings, and seasonal trends directly to user feeds, eliminating the need for manual searches. This provides a significant advantage for investors by offering timely information on winter-impacted sectors and the company's performance, enabling smarter and faster investment decisions.

Hershey Company (HSY) is set to release its fiscal first-quarter 2026 earnings on April 30, with analysts predicting a slight decrease in EPS to $2.06. Despite underperforming the S&P 500, HSY stock has surpassed the Consumer Staples Select Sector SPDR Fund and recently surged after a strong Q4 2025 performance driven by resilient consumer demand and pricing strategies. Analysts currently hold a cautious "Hold" rating on HSY, with a price target suggesting an 17.9% upside.

Sumitomo Mitsui Trust Group Inc. significantly increased its stake in Assurant, Inc. by 198.9% in the fourth quarter of 2025, bringing its total holdings to 11,997 shares valued at approximately $2.89 million. This move is part of a larger trend of high institutional ownership in Assurant, despite recent insider selling. Analysts maintain a "Moderate Buy" consensus rating for Assurant, with an average target price of $256.83.