ZEGA Investments LLC initiated a new position in The TJX Companies, Inc. (NYSE:TJX) during Q4, purchasing 6,764 shares valued at approximately $1.04 million. TJX recently increased its quarterly dividend by 13% to $0.48 and reported better-than-expected Q4 earnings and revenue, while CEO Ernie Herrman made a significant insider sale of 30,000 shares. The company has a consensus "Buy" rating from analysts with an average price target of $167.55.

Zai Lab announced new preclinical data for ZL-1503, an IL-13/IL-31Rα bispecific antibody, showing sustained suppression of itch and inflammation in atopic disease models. The data, presented at IMMUNOLOGY2026, suggest ZL-1503 could be a first-in-class treatment for moderate-to-severe atopic dermatitis with potential for less frequent dosing. Zai Lab initiated first-in-human Phase 1/1b studies in December 2025, with clinical data expected in the second half of 2026.

Zai Lab Limited (NASDAQ:ZLAB) shares rose by 2.6% following positive clinical trial data for its antibody-drug conjugate targeting DLL3 protein. The drug candidate, zoci, showed a 62.5% confirmed intracranial response rate in a Phase 1 trial for extensive stage small cell lung cancer and a 38.2% objective response rate in extrapulmonary neuroendocrine carcinomas, with a manageable safety profile. The company is advancing zoci towards registration trials for first-line small cell lung cancer and neuroendocrine carcinoma programs by 2026.

Moran Wealth Management LLC has increased its stake in EOG Resources, Inc. (NYSE:EOG) by 6.3% during the fourth quarter, bringing its total holdings to 290,119 shares valued at $30.47 million. EOG Resources constitutes 0.9% of Moran Wealth Management's portfolio, making it their 14th largest position. Other institutional investors have also adjusted their positions in EOG Resources, which recently reported strong quarterly earnings and declared a quarterly dividend of $1.02 per share.

Ninety One North America Inc. has invested $6.27 million in UBS Group AG by acquiring 134,367 shares in Q4. This comes as UBS exceeded Q4 earnings expectations, reporting an EPS of $0.37 against an estimated $0.25 and revenues of $12.20 billion, a 10.3% year-over-year increase, and announced a special dividend. Despite concerns over potential regulatory capital increases in Switzerland, analysts maintain a "Moderate Buy" rating with a target price of $60.30.

Ninety One North America Inc. has acquired a new stake of 23,228 shares in Valmont Industries, Inc. (NYSE:VMI), valued at approximately $9.345 million, representing about 0.12% of the company. Institutional investors now collectively own roughly 87.84% of Valmont's stock. The company has a "Moderate Buy" consensus rating from Wall Street analysts with an average price target of $487.00, and recently increased its quarterly dividend to $0.77 per share.

Ninety One North America Inc. reduced its stake in NextEra Energy by 16.6% in the fourth quarter, holding 284,236 shares valued at $22.82 million. Despite this, other institutional investors increased their positions, and 78.72% of the stock is institutionally owned. NextEra Energy reported Q4 EPS slightly above consensus and increased its quarterly dividend, while analysts maintain a "Moderate Buy" rating with an average price target of $95.33.

Ninety One North America Inc. increased its stake in VeriSign, Inc. (NASDAQ:VRSN) by 3.3% in the fourth quarter, bringing their total holdings to 158,934 shares valued at $38,613,000. Several other institutional investors also adjusted their positions in VeriSign. The company has an average "Moderate Buy" rating from analysts with a consensus target price of $297.00, and recently increased its quarterly dividend to $0.81 per share.

Ninety One North America Inc. recently acquired 21,174 shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO) valued at approximately $5.42 million during the fourth quarter. This purchase contrasts with insider activity, as company insiders have sold 65,292 shares worth about $13.98 million over the past 90 days. Institutional investors hold a significant 95.46% of the company's stock, while insiders own 1.34%.

Ninety One North America Inc. acquired 37,505 shares of Jacobs Solutions Inc., valued at $4.97 million, in the fourth quarter. Institutional investors now own approximately 85.65% of the company's stock, with several other firms also increasing their holdings. Jacobs Solutions reported mixed Q1 earnings, beating EPS estimates but missing revenue expectations, and increased its quarterly dividend.