Costamare (NYSE:CMRE) Downgraded to "Hold" Rating by Wall Street Zen
Wall Street Zen has downgraded Costamare (NYSE:CMRE) from a "buy" to a "hold" rating, leading to a consensus "Hold" rating among analysts with an average target price of $12.00. Despite missing Q4 EPS and experiencing a slight revenue decline, the company reported new charter backlog worth $940 million, enhancing future revenue visibility. Institutional ownership remains high at 58%, with firms like Goldman Sachs increasing their stakes, yet the stock is trading near its 52-week high.
Barrington Research Reaffirms "Outperform" Rating for Climb Global Solutions (NASDAQ:CLMB)
Barrington Research has reaffirmed its "Outperform" rating for Climb Global Solutions (NASDAQ:CLMB), setting a price target of $136.00, which suggests a potential upside of 14.59%. While Barrington maintains a positive outlook, other analysts have issued "Hold" ratings, resulting in an average "Hold" rating for the stock among tracked analysts. Climb Global Solutions, trading near $118.68, has a market cap of approximately $547 million and institutional ownership of nearly 50%.
7 Top-Performing High-Yield Bond Funds
This article identifies seven top-performing high-yield bond funds that offer increased income for investors willing to accept more risk. These funds from major financial institutions like Franklin Templeton, Capital Group, and BlackRock have outperformed their peers over various periods and hold Morningstar Medalist Ratings of Bronze or higher. The article details each fund's performance, Morningstar ratings, and unique investment strategies, highlighting their approaches to managing risk and generating returns.
Tebo achieves Circle of Success recognition at Ameriprise Financial
Skyler Tebo, a Private Wealth Advisor with Privian Wealth at Ameriprise Financial Services, LLC. in Hays, has been recognized with the company's Circle of Success award for 2026. This distinction is given to a select number of high-performing advisors who demonstrate exceptional client service and financial advice. Tebo will be honored for this achievement this year.
Patrick Orr Sells 45,500 Shares of Healthcare Services Group (NASDAQ:HCSG) Stock
Patrick Orr, EVP of Healthcare Services Group (NASDAQ:HCSG), sold 45,500 shares of the company's stock on February 18th for approximately $934,570, reducing his ownership by over 50%. The company recently reported strong earnings, beating analyst estimates, with revenue up 6.6% year-over-year. Institutional investors hold a significant portion of HCSG stock, and analysts maintain a consensus "Hold" rating with an average price target of $22.
Skandinaviska Enskilda Banken AB publ Lowers Position in Electronic Arts Inc. $EA
Skandinaviska Enskilda Banken AB publ has reduced its stake in Electronic Arts (NASDAQ:EA) by 19.5% in the third quarter, selling 11,205 shares and retaining 46,271 shares valued at approximately $9.34 million. While some major institutions increased their positions, company insiders have been net sellers, with executives like CEO Andrew Wilson and CFO Stuart Canfield offloading shares. Despite the reduction from one institution, total institutional ownership stands at 90.23% for the company.
Ontario Teachers Pension Plan Board Has $3.23 Million Position in Electronic Arts Inc. $EA
The Ontario Teachers Pension Plan Board recently trimmed its holdings in Electronic Arts Inc. by 46.7%, reducing its stake to 16,011 shares valued at $3.23 million. This comes amidst varied institutional investor activity, with some increasing their positions while others, including company insiders, have sold shares. Key developments for Electronic Arts include positive sentiment from integrating AI for in-game realism, neutral sentiment regarding debt offers signaling M&A potential, and negative sentiment due to recent server outages and insider share sales.
INTEGER HOLDINGS ($ITGR) Releases Q4 2025 Earnings
INTEGER HOLDINGS ($ITGR) reported its Q4 2025 earnings, surpassing both earnings per share and revenue estimates. The company reported $1.76 EPS against an estimated $1.73, and revenues of $472.06 million, beating estimates of $471.98 million. The article also details recent insider trading activity, significant hedge fund movements, government contract awards, and current analyst ratings with price targets for ITGR.
Solar Cable Market Trends and Growth Report 2026 Featuring Profiles of Key Players - Prysmian Group, Nexans, JinkoSolar, KEI Industries, Phoenix Contact and More
The solar cable market is projected to grow significantly, reaching $1.25 billion in 2026 and $1.91 billion by 2030, driven by the expansion of utility-scale solar farms and advancements in cable technology. Key trends include the demand for UV-resistant, high-voltage DC cables, and lightweight aluminum solutions. Leading companies like Prysmian Group and Nexans are innovating with durable and enhanced cable solutions to meet the increasing demand from global solar power installations.
Zacks Industry Outlook Highlights Ameriprise, SEI Investments and Federated Hermes
The Zacks Investment Management industry faces challenges from rising technology costs, increased AI expenses, and a shift towards low-cost passive products, which are compressing fees and intensifying competition. Despite these hurdles, steady inflows are supporting growth in assets under management (AUM). The article highlights Ameriprise Financial (AMP), SEI Investments Co. (SEIC), and Federated Hermes, Inc. (FHI) as well-positioned firms due to product innovation and expanding client demand.
Zacks Industry Outlook Highlights Ameriprise, SEI Investments and Federated Hermes
The Zacks Investment Management industry is contending with increasing technology and AI expenses, along with a shift towards low-cost passive products, which pressures profitability and margins. Despite these challenges, firms like Ameriprise Financial, SEI Investments Co., and Federated Hermes, Inc. are well-positioned for growth due to rising assets under management (AUM) and strategic initiatives like product innovation and M&As. The industry currently holds a Zacks Industry Rank #137, indicating near-term underperformance, but Zacks highlights these three companies as potential long-term investments.
SPDR FactSet Innovative Technology ETF (NYSEARCA:XITK) Short Interest Down 13.8% in January
Short interest in SPDR FactSet Innovative Technology ETF (NYSEARCA:XITK) decreased by 13.8% in January, totaling 193 shares as of January 30th. Institutional investors have recently adjusted their holdings in XITK, with several firms increasing their stakes. The ETF opened at $149.18, has a market capitalization of $62.66 million, and tracks an index of innovative technology and electronic media companies.
Insider Buying: Gabelli Multimedia Trust (NYSE:GGT) Director Buys 2,700 Shares of Stock
Gabelli Multimedia Trust (NYSE:GGT) director Elizabeth Bogan recently purchased 2,700 shares of the company's stock for $10,908. This transaction increased her direct ownership to 2,700 shares. The trust also announced an increase in its monthly dividend from $0.07 to $0.08, resulting in a reported annualized yield of 23.6%.
Advisor moves: Osaic reels in more than $440M with Ameriprise additions
Osaic has successfully recruited two teams from Ameriprise, adding over $440 million in client assets through existing OSJs in Phoenix and Westport. Concurrently, Wells Fargo Advisors expanded its Private Client Group by bringing in a $480 million team from UBS in Alabama, while Cetera welcomed a $205 million team from Wells Fargo's independent channel. These moves highlight significant recruitment activity across major financial advisory firms.
Hodges Capital Management Inc. Acquires 50,700 Shares of CLEAR Secure, Inc. $YOU
Hodges Capital Management Inc. increased its stake in CLEAR Secure, Inc. (NYSE:YOU) by 26.5% during the third quarter, purchasing an additional 50,700 shares to hold a total of 242,250 shares valued at approximately $8.09 million. This transaction came amidst mixed analyst ratings, with the stock holding an average "Hold" rating and an average price target of $40.86, and insider sales totaling $1.45 million over the past 90 days. Institutional investors collectively own 73.80% of the stock, while company insiders own 39.73%.
NEOS Investment Management LLC Has $13.15 Million Stake in Altria Group, Inc. $MO
NEOS Investment Management LLC significantly increased its stake in Altria Group, Inc. by 48.4%, now holding 199,009 shares valued at approximately $13.15 million. This comes as Altria's board authorized a $2.0 billion share buyback program and the company pays a quarterly dividend of $1.06, totaling an attractive 6.4% yield. Despite narrowly missing recent EPS estimates, analysts generally maintain a "Hold" rating for Altria, with the stock trading near its average price target.
Raymond James snags 6-advisor team from Commonwealth
Raymond James has recruited the six-advisor Touchpoint Financial Advisor Group from Commonwealth, adding a team managing nearly $700 million in client assets. This move highlights Raymond James's success in attracting advisors from Commonwealth following its acquisition by LPL Financial. Raymond James emphasizes attracting advisors who prioritize long-term commitment over the highest payouts, a strategy that has resulted in significant recruiting gains.
Fund Update: New $171.0M $BAI stock position opened by BANK OF AMERICA CORP |DE|
BANK OF AMERICA CORP |DE| has initiated a new $171.0 million position in $BAI stock, as revealed in its latest SEC 13F filing for the Q4 2025 reporting period. This move is part of broader institutional activity, with 423 investors increasing their holdings in BAI while 55 decreased theirs. Major additions include Dynasty Wealth Management, JPMorgan Chase & Co., and Bank of America Corp itself.
Fund Update: New $76.5M $TERN stock position opened by AMERIPRISE FINANCIAL INC
AMERIPRISE FINANCIAL INC has initiated a new $76.5 million position in TERN stock, as reported in a recent SEC 13F filing for the reporting period ending December 31, 2025. This article also details significant hedge fund activity, insider trading, and recent analyst ratings and price targets for TERN, indicating a median price target of $54.0 from 11 analysts.
Fund Update: New $66.2M $UL stock position opened by AMERIPRISE FINANCIAL INC
AMERIPRISE FINANCIAL INC has initiated a new $66.2 million position in Unilever (UL) stock, as revealed in a recent SEC 13F filing for the Q4 2025 reporting period. While AmeriPrice opened a new position, 222 institutional investors added UL shares and 1,045 decreased their positions, with major removals by FISHER ASSET MANAGEMENT and MORGAN STANLEY. Congressional trading data shows Representative Lisa C. McClain made one purchase and one sale of UL stock in the last six months.
Fund Update: New $78.0M $NXE stock position opened by AMERIPRISE FINANCIAL INC
AMERIPRISE FINANCIAL INC has initiated a new $78.0 million position in NXE stock, as revealed in a recent SEC 13F filing for the Q4 2025 reporting period. This comes amidst significant institutional activity for NXE, with 138 investors adding to their holdings and 135 decreasing them in the most recent quarter. Additionally, Wall Street analysts have issued one "Speculative Buy" rating for NXE from Canaccord Genuity in October 2025.
22 New 4-Star Stocks This Week
Morningstar identified 22 U.S.-listed stocks that became undervalued, shifting to a 4-star rating, including major companies like IBM and Arista Networks. This analysis is based on Morningstar's proprietary rating system, which considers a stock's price, fair value estimate, and Uncertainty Rating. The overall U.S. market remains moderately undervalued, with 35% of Morningstar-covered stocks considered undervalued.
Compass Pathways jumps on positive Phase 3 COMP006 data for COMP360 in treatment-resistant depression
Compass Pathways' stock (CMPS) surged over 35% after announcing positive results from its Phase 3 COMP006 trial for COMP360 in treatment-resistant depression. The trial met its primary endpoint, showing significant improvement, and the company plans to engage the FDA for a potential rolling submission, with an NDA submission anticipated in Q4. This news also impacted institutional investor activity and analyst price targets.
Vanguard Group Inc. Sells 66,097 Shares of Ameriprise Financial, Inc. $AMP
Vanguard Group Inc. reduced its stake in Ameriprise Financial, Inc. by 0.5% in the third quarter, selling 66,097 shares and retaining ownership of 12,366,164 shares valued at approximately $6.075 billion. Insiders have also sold shares totaling $9.675 million in the past three months. Despite the institutional selling, Ameriprise reported strong quarterly earnings, beating analyst expectations, and has a consensus analyst target price of $555.67 with an average "Hold" rating.
Heartland Advisors Inc. Reduces Position in Carriage Services, Inc. $CSV
Heartland Advisors Inc. decreased its stake in Carriage Services, Inc. (NYSE:CSV) by 18.6% in the third quarter, selling 47,250 shares and retaining 207,300 shares valued at $9.23 million. Despite this reduction, institutional investors collectively own 66.46% of the company, with notable recent purchases from entities like Vanguard Group Inc. and Ameriprise Financial Inc. Carriage Services also announced a quarterly dividend of $0.1125 per share, yielding approximately 1.0%, and analysts have a consensus "Moderate Buy" rating with a target price of $59.00.
Huntington Bank to outsource $28 billion wealth management business to Ameriprise
Huntington Bank is reportedly outsourcing its $28 billion wealth management business to Ameriprise. This strategic move aims to leverage Ameriprise's expertise in wealth management, allowing Huntington to streamline its operations and potentially enhance client services through an established financial advisory firm.
Shell Asset Management Co. Has $668,000 Stake in Ameriprise Financial, Inc. $AMP
Shell Asset Management Co. significantly reduced its stake in Ameriprise Financial, Inc. ($AMP) by 68.2% in the third quarter, diminishing its holding to 1,360 shares valued at $668,000. This comes as company insiders, including CFO Walter Berman, have sold a substantial amount of shares. Despite insider sales, Ameriprise Financial exceeded quarterly earnings and revenue expectations and declared a $1.60 quarterly dividend.
HighTower Advisors LLC Increases Stake in AstraZeneca PLC $AZN
HighTower Advisors LLC has increased its stake in AstraZeneca PLC by 3.5% in the third quarter, acquiring an additional 31,957 shares and bringing its total holdings to 958,235 shares valued at approximately $73.52 million. The company is broadly seen as a "Moderate Buy" by analysts, with an average target price of $95.75, and recently announced a dividend of $1.595 per share. Other institutional investors like Primecap Management Co. CA and Franklin Resources Inc. have also recently adjusted their positions in the biopharmaceutical company.
SPDR Russell 1000 Yield Focus ETF (NYSEARCA:ONEY) Short Interest Update
SPDR Russell 1000 Yield Focus ETF (ONEY) experienced a significant increase in short interest during January, rising by 42.5% to 2,390 shares. The ETF, which tracks the Russell 1000 Yield Focused Factor index, has a short-interest ratio of 0.3 days based on average daily trading volume. The article also details the ETF's stock performance, with a market capitalization of $868.12 million, and highlights recent institutional trading activity by firms like Ameriprise Financial Inc. and LPL Financial LLC.
Cibc World Market Inc. Purchases New Position in SiTime Corporation $SITM
Cibc World Market Inc. has acquired a new stake of 7,497 shares in SiTime Corporation, valued at approximately $2.26 million, during the third quarter. This purchase contributes to the 84.31% institutional ownership of SiTime, although company insiders recently sold shares valued at $9.56 million. Despite insider sales, SiTime surpassed quarterly earnings expectations and maintains a "Moderate Buy" consensus rating from analysts, with a target price of $409.38.
Aberdeen Group plc Increases Stake in Ameriprise Financial, Inc. $AMP
Aberdeen Group plc significantly increased its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 32.4% during the third quarter, bringing its total holdings to 94,385 shares valued at $47.15 million. Other hedge funds also adjusted their positions in AMP. The article also details recent insider stock sales, analyst ratings, and Ameriprise Financial's latest earnings report and dividend announcement, with the company beating revenue and EPS expectations.
Are options traders betting on a big move in Ameriprise stock?
This article analyzes unusual options activity for Ameriprise Financial (AMP), suggesting that institutional investors might be anticipating a significant price movement in the near future. It notes a split sentiment among these large investors, with some expecting an upward trend and others a downward trend, as indicated by the options market. The analysis highlights that current market sentiment appears to be leaning bullish, although unusual option trades do not guarantee a definitive outcome.
Bitcoin 'Boom-Bust' Era Is Over as Institutions Take the Lead: WisdomTree
Asset manager WisdomTree suggests that Bitcoin and the broader crypto market have moved past their "boom-bust adolescence" due to increasing institutional involvement. The shift is characterized by a move from speculative retail-led trading to more disciplined institutional capital, driven by tightening regulation and the need for new diversification strategies. This institutional adoption is also contributing to compressed volatility in Bitcoin.
LSV Asset Management Sells 180,094 Shares of Magnera Corporation $MAGN
LSV Asset Management has reduced its stake in Magnera Corporation (NYSE:MAGN) by selling 180,094 shares, lowering its holdings by 32.5% to 374,750 shares, valued at $4.39 million. Despite this, other institutions like Engine Capital, Scopia, Geode, Assenagon, and Ameriprise have increased their positions, bringing institutional ownership to 76.92%. Magnera (MAGN) currently trades near $13.84, with a "Hold" consensus rating and a target price of $17.50, though some analysts have recently downgraded the stock.
Fifth Third Bancorp Sells 1,770 Shares of Parker-Hannifin Corporation $PH
Fifth Third Bancorp recently decreased its stake in Parker-Hannifin Corporation by selling 1,770 shares in the third quarter, though it still holds a significant position. Other institutional investors like Vanguard Group Inc. and Procyon Advisors LLC increased their holdings. Parker-Hannifin exceeded earnings and revenue estimates and announced a quarterly dividend, while company insiders have sold shares totaling over $12 million in the last three months.
Envestnet Asset Management Inc. Purchases 16,892 Shares of International Flavors & Fragrances Inc. $IFF
Envestnet Asset Management Inc. increased its stake in International Flavors & Fragrances Inc. (IFF) by 7.0%, purchasing 16,892 additional shares and bringing its total holdings to 259,471 shares valued at approximately $15.97 million. This move is part of a broader trend of institutional investors raising their positions in IFF, which now collectively own about 96.02% of the company's stock. Despite mixed Q4 results where revenue beat estimates but EPS missed, analyst sentiment is improving with several firms raising price targets or upgrading the stock, leading to a "Moderate Buy" consensus rating.
Analysts Are Bullish on These Financial Stocks: AMP (AMLTF), Trupanion (TRUP)
Two financial stocks, AMP (AMLTF) and Trupanion (TRUP), have received bullish sentiments from analysts. UBS analyst Shreyas Patel CFA gave AMP a Buy rating with a A$1.75 price target, while William Blair's Brandon Vazquez maintained a Buy rating on Trupanion. The article highlights the current analyst consensus and price targets for both companies.
ABN Amro Investment Solutions Has $9.03 Million Holdings in Ameriprise Financial, Inc. $AMP
ABN Amro Investment Solutions recently reduced its stake in Ameriprise Financial by 25% during Q3, now holding 18,379 shares valued at approximately $9.03 million. Despite insider selling by the CFO and CEO, Ameriprise Financial exceeded quarterly earnings and revenue estimates, declared a $1.60 quarterly dividend, and holds a MarketBeat consensus "Hold" rating with a target price of $555.67. Institutional investors own a significant 83.95% of the company's stock.
Hurco Companies (NASDAQ:HURC) Downgraded to Sell Rating by Wall Street Zen
Wall Street Zen has downgraded Hurco Companies (NASDAQ:HURC) from a "hold" to a "sell" rating, with Weiss Ratings reaffirming a "sell" rating, leading to an overall average "Sell" rating from MarketBeat. This downgrade follows weak recent financial results for Hurco, including a negative EPS of ($0.47) and negative net margin of 8.47%. Despite the downgrades, institutional investors maintain significant ownership, with several firms increasing their positions in the company.
BHP share price slips ahead of Feb 17 results as iron ore dips below $100
BHP's share price dipped ahead of its half-year results on February 17, with its Australian-listed stock down 1.84% and U.S.-listed stock up 0.85%. This comes as iron ore prices settled below $100 a tonne, though copper remains near record highs despite building inventories. Investors will be closely watching BHP's dividends, realized commodity prices, and cost guidance in the upcoming results, especially given the iron ore price fluctuations and the broader market's reliance on mining sector earnings.
Varma Mutual Pension Insurance Co Has $11.33 Million Stock Position in Ameriprise Financial, Inc. $AMP
Varma Mutual Pension Insurance Co increased its stake in Ameriprise Financial, Inc. (AMP) by 21.6%, bringing its total holding to 23,062 shares valued at $11.33 million. This comes as Ameriprise beat Q4 earnings expectations with $10.83 EPS and declared a $1.60 quarterly dividend. Despite institutional buying, some insiders have been net sellers, offloading shares worth approximately $9.68 million in the past three months.
Henry Schein, Inc. $HSIC Shares Acquired by Illinois Municipal Retirement Fund
The Illinois Municipal Retirement Fund increased its stake in Henry Schein, Inc. by 26.0% in the third quarter, acquiring an additional 19,316 shares. Other institutional investors like Ameriprise Financial Inc., Norges Bank, and M.D. Sass LLC also significantly boosted their holdings, bringing total institutional ownership to 96.62%. Analysts currently rate HSIC as a "Hold" with an average price target of $76.42, while the stock trades near $78.19.
Illinois Municipal Retirement Fund Grows Stock Holdings in Ameriprise Financial, Inc. $AMP
The Illinois Municipal Retirement Fund increased its stake in Ameriprise Financial, Inc. by 21.3% in the third quarter, bringing its total holdings to 17,890 shares valued at approximately $8.79 million. This increase comes as Ameriprise Financial reported strong quarterly earnings, beating analyst expectations with $10.83 EPS and a 10.2% rise in revenue year-over-year. The company also declared a quarterly dividend of $1.60 and has seen support from analysts with several "buy" ratings.
Ameriprise Financial Chairman & CEO James Cracchiolo Sells 31% Of Holding
James Cracchiolo, Chairman & CEO of Ameriprise Financial, recently sold US$27 million of his company stock at US$545 per share, reducing his holding by 31%. While this is a significant sale, the transaction occurred above the current stock price of US$467. Despite the insider selling, Ameriprise Financial is profitable and growing, with insiders still owning 0.2% of the company's shares.
Ameriprise Expands Tech Exposure With Launch Of Seligman Ventures Unit
Ameriprise Financial, through its Seligman Investments unit, launched Seligman Ventures to focus on early-stage through pre-IPO technology investments, expanding its presence in the venture capital ecosystem. This new unit aims to offer Ameriprise clients differentiated access to private technology companies alongside public market holdings. While venture capital introduces inherent risks and complexities, it could also strengthen relationships with founders and provide a competitive advantage in attracting advisors and high-net-worth clients.
NMFC Stock Price, Forecast & Analysis | NEW MOUNTAIN FINANCE CORP (NASDAQ:NMFC)
This article provides an in-depth analysis of New Mountain Finance Corp. (NASDAQ: NMFC) stock, covering its recent price performance, technical and fundamental ratings, financial highlights, and analyst forecasts. The company, a business development firm specializing in direct lending, currently has a market capitalization of $858.29 million and offers a dividend yield of 15.2%. Analysts anticipate a 22.6% price increase over the next year for NMFC.
Ardagh Metal Packaging Releases Supplemental Information to Enhance Transparency
Ardagh Metal Packaging (AMP) has released supplemental information to provide enhanced transparency regarding its financial position and capital structure. This move follows a strong 2023 performance, with AMP achieving all its key financial targets, and aims to address market queries and reinforce investor confidence. The company emphasizes its focus on deleveraging, cash generation, and maintaining investment-grade metrics for its senior secured notes.
Healthcare Services Group Inc (HCSG) Releases Q4 2025 Earnings: Revenue and EPS Surge; Cash From Operations Declines
Healthcare Services Group Inc (HCSG) reported robust financial results for Q4 2025, with revenue climbing 6.6% year-over-year to $466.7 million and diluted EPS surging 175.0% to $0.44. Despite strong profitability, cash from operations declined by 52.0% to $17.4 million. The company also saw varied hedge fund activity and has a median analyst price target of $22.0.
Cibc World Market Inc. Boosts Stake in Sterling Infrastructure, Inc. $STRL
Cibc World Market Inc. increased its stake in Sterling Infrastructure, Inc. (NASDAQ:STRL) by 9.0% in the third quarter, now owning 45,261 shares valued at $15.37 million. Despite institutional investors holding approximately 80.95% of the company, insiders have sold 6,860 shares worth about $2.61 million in the last 90 days. Analysts maintain a "Moderate Buy" rating with an average price target of $453.00, and the board has authorized a $400 million share buyback program.
Ameriprise Legal Dispute Raises Questions For Advisor Relations And Valuation
Ameriprise Financial is currently involved in a legal dispute with LPL Financial concerning advisor transitions and data access, which includes a federal appeals court allowing advisors to intervene. This case, linked to ongoing FINRA arbitration, is significant for investors as it could impact Ameriprise’s ability to attract and retain advisors, data privacy practices, and compliance costs. Despite strong long-term stock performance, Ameriprise has seen recent declines, making the resolution of this dispute a key factor for its future valuation and investor sentiment.
