Janus Henderson Group PLC Raises Position in TPG Inc. $TPG
Janus Henderson Group PLC increased its stake in TPG Inc. by 40.9% in the first quarter, adding 24,411 shares. Institutional investors collectively own 94.03% of TPG, which recently reported strong quarterly earnings and declared a $0.59 per share dividend. Analysts maintain a "Moderate Buy" rating for TPG, with an average price target of $63.33.
Janus Henderson Group PLC Boosts Position in Rigel Pharmaceuticals, Inc. $RIGL
Janus Henderson Group PLC significantly increased its stake in Rigel Pharmaceuticals, Inc. (NASDAQ:RIGL) by 275.2% during the first quarter, now owning 135,877 shares valued at $3.67 million. Institutional investors collectively hold 66.23% of the company's stock. Rigel Pharmaceuticals reported strong quarterly earnings with an EPS of $0.88, exceeding the consensus estimate, and revenue of $78.7 million, surpassing expectations.
Janus Henderson Group PLC Has $3.88 Million Stock Holdings in SM Energy Company $SM
Janus Henderson Group PLC significantly increased its stake in SM Energy Company by 174.3% in the first quarter, now holding 124,445 shares valued at $3.88 million. SM Energy (NYSE:SM) reported strong Q1 earnings, beating analyst estimates with an EPS of $2.19 and a revenue increase of 215.3% year-over-year. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $36.53, and offers an annualized dividend yield of 3.0%.
Janus Henderson Group PLC Cuts Holdings in Artisan Partners Asset Management Inc. $APAM
Janus Henderson Group PLC significantly reduced its stake in Artisan Partners Asset Management Inc. by 71.5% in the first quarter, selling over 236,000 shares. Despite this, Artisan Partners reported strong quarterly earnings, beating expectations, and increased its quarterly dividend to $0.80, representing a 7.5% annualized yield. Analyst sentiment for APAM is mixed, with a consensus "Reduce" rating but some firms raising price targets.
Janus Henderson Group PLC Sells 94,059 Shares of Celestica, Inc. $CLS
Janus Henderson Group PLC significantly reduced its stake in Celestica, Inc. by 89.3% in the first quarter, selling 94,059 shares and retaining 11,300 shares valued at $3.17 million. Despite this, Wall Street analysts maintain a "Moderate Buy" consensus rating for Celestica with an average price target of $435.80, following the company's strong Q2 earnings report of $2.54 EPS and $4.68 billion in revenue. However, recent insider selling and a $3 billion equity offering, intended to fund AI-related capacity expansion, introduce cautionary notes regarding potential shareholder dilution.
Janus Henderson Group PLC Purchases 345,693 Shares of Red Cat Holdings, Inc. $RCAT
Janus Henderson Group PLC significantly increased its stake in Red Cat Holdings (NASDAQ:RCAT) by 733.7% in the first quarter, purchasing an additional 345,693 shares and bringing its total to 392,808 shares valued at $5.14 million. This move comes despite Red Cat missing its recent quarterly earnings estimates. Institutional investors collectively own 37.97% of RCAT, while analyst sentiment remains mixed but generally positive with a consensus "Buy" rating and an average price target of $21.40.
Janus Henderson Group PLC Grows Stock Holdings in Douglas Dynamics, Inc. $PLOW
Janus Henderson Group PLC increased its stake in Douglas Dynamics, Inc. by 43.1% in the first quarter, now owning 113,791 shares valued at $4.79 million. Other institutional investors like Arrowstreet Capital and Nuveen LLC also significantly increased their positions, bringing total institutional ownership to 91.85%. Despite mixed quarterly results—beating EPS estimates but missing on revenue—and a cautious analyst sentiment with a "Hold" rating, the company maintains a quarterly dividend of $0.295 per share.
Janus Henderson Group PLC Boosts Stock Position in Booz Allen Hamilton Holding Corporation $BAH
Janus Henderson Group PLC increased its stake in Booz Allen Hamilton Holding Corporation by 56.1% in Q1, acquiring 21,457 additional shares, bringing its total holding to approximately $4.66 million. Despite institutional investors owning 91.82% of shares, analysts maintain a "Reduce" rating with an average price target of $84.08, influenced by mixed earnings results where EPS beat estimates but revenue missed and decreased year-over-year. The company declared a quarterly dividend of $0.59 per share, amounting to an annualized yield of 3.2%.
Janus Henderson Group PLC Has $5.95 Million Position in Louisiana-Pacific Corporation $LPX
Janus Henderson Group PLC increased its stake in Louisiana-Pacific Corporation (NYSE:LPX) by 19.7% in the first quarter, now holding 81,707 shares valued at $5.95 million. Despite this, Louisiana-Pacific recently reported weaker-than-expected second-quarter results and a lowered outlook, with EPS missing consensus and revenue declining year-over-year. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $94, even as the company declared a quarterly dividend of $0.30 per share.
Janus Henderson Group PLC Acquires 32,891 Shares of Kimberly-Clark Corporation $KMB
Janus Henderson Group PLC significantly increased its stake in Kimberly-Clark Corporation, purchasing 32,891 additional shares to hold a total of 63,161 shares valued at approximately $6.1 million. This move comes amidst mixed analyst sentiment and Kimberly-Clark's recent quarterly results falling short of expectations, though the company maintained its quarterly dividend. Institutional investors now own 76.29% of Kimberly-Clark's stock.
Janus Henderson Global Research Fund Q2 2026 Portfolio Update
The Janus Henderson Global Research Fund returned 15.53% in Q2 2026, outperforming the MSCI World Index's 13.76%. Top performers in the IT sector were companies benefiting from increased AI-related spending, while Netflix was a relative detractor. The fund made strategic decisions such as exiting Intuit due to AI competition concerns, while Micron Technology and Datadog saw strong performance.
Janus Henderson Group PLC Has $9.54 Million Stock Holdings in Diebold Nixdorf, Incorporated $DBD
Janus Henderson Group PLC significantly increased its stake in Diebold Nixdorf, purchasing 119,787 additional shares valued at $9.54 million in the first quarter, bringing their total holdings to $9.54 million. Institutional investors now own 97.04% of the company, which holds a consensus "Buy" rating from analysts with a $100 price target. Despite some insider selling, the company reported an in-line EPS of $1.10 and slightly above forecast revenue of $927.6 million.
Janus Henderson Group PLC Acquires 79,915 Shares of Interparfums, Inc. $IPAR
Janus Henderson Group PLC significantly increased its stake in Interparfums, Inc. by 877.1%, purchasing an additional 79,915 shares, bringing its total holdings to 89,026 shares valued at $8.088 million. Despite a slight miss on Q2 EPS and a decline in net income due to higher costs, Interparfums reaffirmed its fiscal 2026 guidance, and institutional investors now own 55.57% of the company's stock. Analysts maintain a "Moderate Buy" rating with an average price target of $116.17.
Janus Henderson Group PLC Has $8.12 Million Stake in Viper Energy Inc. $VNOM
Janus Henderson Group PLC significantly increased its stake in Viper Energy Inc. by 137.5% in the first quarter, now holding 172,725 shares valued at $8.12 million. Viper Energy reported strong Q2 earnings, matching analyst expectations with $0.76 EPS and exceeding revenue estimates with $677 million, a 127.9% year-over-year increase. The company also declared a special dividend of $0.29 per share and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $57.07.
Janus Henderson Group PLC Raises Holdings in Manchester United Ltd. $MANU
Janus Henderson Group PLC increased its stake in Manchester United Ltd. by 13.7% in the first quarter, now owning 645,790 shares valued at $10.86 million. Other institutional investors also adjusted their positions, with institutional and hedge funds collectively holding 23.34% of MANU. Despite a consensus "Sell" rating from analysts, Manchester United exceeded quarterly expectations, reporting $0.04 EPS against an estimated loss and revenue of $250.96 million.
Janus Henderson Group PLC Sells 27,367 Shares of FTAI Aviation Ltd. $FTAI
Janus Henderson Group PLC significantly reduced its stake in FTAI Aviation Ltd. by selling 27,367 shares, retaining 56,028 shares valued at $13.7 million. Despite FTAI Aviation missing earnings per share estimates, its revenue saw a 40.9% increase, and analysts maintain a "Moderate Buy" consensus with an average price target of $315.56. The company also declared a $0.50 quarterly dividend, and insider activity shows both sales by a director and a significant purchase by the president, indicating mixed internal sentiment.
Janus Henderson Group PLC Has $10.09 Million Stake in News Corporation $NWSA
Janus Henderson Group PLC significantly increased its stake in News Corporation (NASDAQ:NWSA) by 82.2% in the first quarter, now holding 405,050 shares valued at approximately $10.09 million. News Corp has shown strong financial performance, exceeding analyst expectations with $0.21 EPS and $2.19 billion in revenue, an 8.8% year-over-year increase. Analysts maintain a positive outlook with a consensus "Buy" rating and an average price target of $37.14.
Janus Henderson Group PLC Acquires 23,665 Shares of IMAX Corporation $IMAX
Janus Henderson Group PLC increased its stake in IMAX Corporation by 10% in the first quarter, acquiring an additional 23,665 shares, bringing its total to 261,059 shares valued at $9.9 million. This acquisition occurred as IMAX reported strong quarterly earnings of $0.43 per share, beating estimates, with a 12.2% revenue increase year-over-year. Analysts maintain a "Moderate Buy" rating with an average price target of $50.36, and the stock opened near its 52-week high, driven by strong demand for premium screenings like "The Odyssey."
Jones Lang LaSalle Incorporated $JLL Shares Bought by Janus Henderson Group PLC
Janus Henderson Group PLC significantly increased its stake in Jones Lang LaSalle (JLL) by 291.3% in the first quarter, now holding shares valued at approximately $25.7 million. JLL has a "Moderate Buy" consensus rating from analysts, with an average price target of $417.83, and recently surpassed quarterly earnings and revenue expectations. Institutional investors collectively own 94.8% of the company, highlighting strong institutional confidence.
Rentokil Initial (NYSE: RTO) discloses Janus Henderson 4.99% voting stake
Rentokil Initial plc has reported a TR-1 notification indicating that Janus Henderson Group Limited and its controlled undertakings now hold a 4.995136% voting stake in the company, totaling 126,179,117 voting rights. This position includes both shares and cash-settled CFDs, showing a slight decrease from a previous total holding of 5%. The filing details the breakdown of voting rights across different ISINs and controlled entities within Janus Henderson.
Janus Henderson Group PLC Has $20.66 Million Stake in Universal Display Corporation $OLED
Janus Henderson Group PLC significantly reduced its stake in Universal Display Corporation by 64.6% in the first quarter, now holding shares worth $20.66 million. Despite institutional investors owning a substantial 78.19% of the company, analyst sentiment remains mixed with an average "Hold" rating. Universal Display beat EPS estimates but missed revenue expectations and declared a quarterly dividend of $0.50 per share.
Janus Henderson Group PLC Lowers Stock Holdings in Expand Energy Corporation $EXE
Janus Henderson Group PLC decreased its stake in Expand Energy Corporation by 20.6% in Q1 2026, selling over 100,000 shares but still retaining a significant holding valued at $43 million. Despite this, Expand Energy reported strong Q2 earnings, beating EPS estimates, and has a "Moderate Buy" consensus rating from analysts with an average target price of $129. Insider transactions show recent share purchases by the CEO and CFO, indicating confidence in the company.
Janus Henderson Group PLC Increases Position in Celsius Holdings Inc. $CELH
Janus Henderson Group PLC increased its stake in Celsius Holdings Inc. (NASDAQ:CELH) by 35.3% in the first quarter, now owning over 1 million shares valued at $37.6 million. Other institutional investors also adjusted their holdings, with hedge funds and institutions collectively owning 60.95% of the stock. Despite a "Moderate Buy" consensus rating from analysts and an average price target of $58.65, several price targets have recently been reduced.
Box, Inc. $BOX Position Boosted by Janus Henderson Group PLC
Janus Henderson Group PLC increased its stake in Box, Inc. by 74.9% in the first quarter, now owning 0.83% of the company. Institutional investors hold 86.74% of Box, while insiders have sold shares worth approximately $2.83 million over the past 90 days. Box reported better-than-expected quarterly earnings and revenue, with analysts maintaining a "Hold" rating and an average price target of $35.33.
US Foods Holding Corp. $USFD Shares Bought by Janus Henderson Group PLC
Janus Henderson Group PLC significantly increased its stake in US Foods Holding Corp. (NYSE:USFD) during the first quarter of 2026, adding 231,651 shares to now own 331,032 shares valued at approximately $30.5 million. Institutional investors collectively hold 98.76% of the company's stock. Despite a "Moderate Buy" consensus rating from analysts, several firms recently lowered their price targets, and the company's Q1 EPS of $0.78 missed consensus estimates.
Janus Henderson Group PLC Decreases Holdings in Tetra Tech, Inc. $TTEK
Janus Henderson Group PLC significantly reduced its stake in Tetra Tech, Inc. (NASDAQ:TTEK) by 47.5% in the first quarter, selling 931,437 shares but still retaining over a million shares. Despite this, other institutional investors have increased their positions, and Tetra Tech reported strong quarterly earnings, surpassing analyst estimates. The company has also declared a quarterly dividend and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $38.25.
Janus Henderson Group PLC Buys 14,152 Shares of Ryman Hospitality Properties, Inc. $RHP
Janus Henderson Group PLC increased its stake in Ryman Hospitality Properties, Inc. (NYSE:RHP) by 5.0% in the first quarter, now owning 297,426 shares valued at approximately $27.4 million. Other institutional investors also boosted their holdings, with 94.48% of the stock owned by institutional investors. RHP shares opened at $133.76, near their 12-month high, and the company announced a quarterly dividend of $1.20 per share, yielding about 3.6%.
Janus Henderson Group PLC Has $27.62 Million Stake in Cheniere Energy, Inc. $LNG
Janus Henderson Group PLC reduced its stake in Cheniere Energy, Inc. by 18.6% in the first quarter, selling 22,264 shares but retaining 97,361 shares valued at $27.62 million. Institutional investors collectively own 87.26% of the company, which has an average "Buy" rating and a target price of $298.88 from Wall Street analysts. Cheniere Energy also declared a quarterly dividend of $0.555 per share, representing an annualized dividend of $2.22 and a 0.8% yield.
Janus Henderson Group PLC Grows Stake in Alamo Group, Inc. $ALG
Janus Henderson Group PLC increased its stake in Alamo Group, Inc. by 13.8% in Q1, now owning 167,983 shares valued at approximately $27.7 million. Alamo Group reported strong Q1 earnings, beating analyst estimates for both EPS and revenue, and declared a quarterly dividend of $0.34 per share. Despite shares opening below their 52-week high, analysts maintain a "Moderate Buy" rating with an average price target of $224.00.
Janus Henderson Group PLC Sells 553,584 Shares of NETSTREIT Corp. $NTST
Janus Henderson Group PLC reduced its stake in NETSTREIT Corp. by 21%, selling over 550,000 shares but still retaining a significant holding valued at $39.2 million. Despite this sale and a recent earnings miss, analysts maintain a "Moderate Buy" rating for NETSTREIT with a consensus target price of $23.19. The company also declared a quarterly dividend of $0.225 per share, representing a 4.2% annualized yield.
Janus Henderson Group PLC Grows Position in PDF Solutions, Inc. $PDFS
Janus Henderson Group PLC increased its stake in PDF Solutions, Inc. by 13.5% in the first quarter, now owning 1.04 million shares valued at $33.9 million. This makes up
Janus Henderson Group PLC Has $34.99 Million Stock Holdings in Nova Ltd. $NVMI
Janus Henderson Group PLC significantly reduced its stake in Nova Ltd. (NASDAQ:NVMI) by 72.7% in the first quarter, selling over 214,000 shares but still retaining holdings worth approximately $34.99 million. Nova, a semiconductor company, surpassed analyst expectations in its latest quarterly earnings with EPS of $2.33 and revenue of $235.31 million, and analysts generally maintain a "Moderate Buy" rating for the stock. Despite insider selling activity, institutional investors and hedge funds collectively own a large portion of Nova's stock.
Janus Henderson Group PLC Boosts Stock Holdings in Atlanta Braves Holdings, Inc. $BATRK
Janus Henderson Group PLC increased its stake in Atlanta Braves Holdings, Inc. (NASDAQ:BATRK) by 13.2% in the first quarter, now owning 834,765 shares valued at $35.6 million. Other institutional investors have also adjusted their holdings, with hedge funds and institutional investors collectively owning 64.88% of the stock. Analyst sentiment is mixed, with a consensus "Hold" rating and a price target of $64.50, despite recent downgrades from some firms.
Janus Henderson Group PLC Raises Stake in Lazard, Inc. $LAZ
Janus Henderson Group PLC increased its stake in Lazard, Inc. by 3.5% in the first quarter of 2026, acquiring an additional 48,607 shares to own a total of 1.43 million shares valued at $60.8 million. Other institutional investors like AQR Capital Management and Goldman Sachs also boosted their holdings. Despite Lazard missing its consensus earnings estimate for the quarter, the company announced a quarterly dividend of $0.50 per share, offering a 4.7% yield.
Janus Henderson Group PLC Boosts Stake in Astera Labs, Inc. $ALAB
Janus Henderson Group PLC significantly increased its holdings in Astera Labs, Inc. by 3,696.4% in the first quarter, bringing its total to 433,165 shares valued at $47.4 million. Despite insider selling activity totaling $444.9 million over the past 90 days, institutional investors now collectively own 60.47% of the company. Astera Labs has a "Moderate Buy" consensus rating from analysts with a price target of $284.25 and reported strong quarterly earnings and revenue growth of 93.5% year-over-year.
Janus Henderson Group PLC Has $73.35 Million Stock Position in International Business Machines Corporation $IBM
Janus Henderson Group PLC recently trimmed its stake in International Business Machines (IBM) by 3.1% in the first quarter, now holding 302,610 shares valued at approximately $73.35 million. Despite this, institutional investors collectively own 58.96% of IBM, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $265.40. IBM's latest quarterly earnings met expectations, but revenue growth was modest at 1.1% year-over-year, and the company declared a quarterly dividend of $1.69.
Janus Henderson Group PLC Acquires 775,861 Shares of Roku, Inc. $ROKU
Janus Henderson Group PLC significantly increased its stake in Roku, Inc. during the first quarter, purchasing 775,861 shares to bring its total holdings to 834,619 shares valued at approximately $79 million. Despite this institutional accumulation, Roku insiders have recently sold shares worth about $29 million. Analyst sentiment for Roku remains mixed, with an average "Hold" rating and a consensus price target of $155.12, while the company reported stronger-than-expected earnings and revenue growth in its latest quarter.
Janus Henderson Group PLC Has $64.54 Million Stock Position in ATS Corporation $ATS
Janus Henderson Group PLC significantly increased its stake in ATS Corporation by 166.5% in the first quarter, acquiring an additional 1.44 million shares, bringing its total holding to 2.30 million shares valued at $64.54 million. Despite this, ATS recently reported earnings per share below consensus estimates, though revenue exceeded forecasts. Analyst sentiment for ATS is mixed, with an average "Hold" rating and a price target of $42.50.
Janus Henderson Group PLC Acquires 195,591 Shares of OneMain Holdings, Inc. $OMF
Janus Henderson Group PLC increased its stake in OneMain Holdings, Inc. by 7.7% in the first quarter, acquiring an additional 195,591 shares to hold 2.73 million shares valued at approximately $146 million. This move comes as OneMain reported mixed Q2 results with adjusted EPS beating estimates but revenue falling short, and a declared quarterly dividend of $1.05 per share. Analysts maintain a "Moderate Buy" consensus, though concerns about rising credit costs and future loan performance persist.
Janus Henderson Group PLC Has $151.76 Million Stock Position in Cisco Systems, Inc. $CSCO
Janus Henderson Group PLC increased its stake in Cisco Systems by 4.3% in the first quarter, now holding 1.96 million shares valued at approximately $151.8 million. Other institutional investors also adjusted their positions in Cisco, which recently reported strong quarterly revenue and adjusted earnings, beating analyst expectations. Despite some insider selling, analysts maintain a "Moderate Buy" rating with an average price target of $123.14.
Janus Henderson Group PLC Has $130.71 Million Holdings in T-Mobile US, Inc. $TMUS
Janus Henderson Group PLC significantly reduced its stake in T-Mobile US, Inc. by 44.8% in the first quarter, selling over 500,000 shares but still retaining holdings valued at $130.7 million. Despite this, T-Mobile reported strong quarterly earnings, beating EPS estimates and announcing a quarterly dividend. Wall Street maintains a "Moderate Buy" consensus rating for TMUS, with an average price target of $252.08, though some analysts have lowered their targets due to concerns over competition and merger uncertainty.
Janus Henderson Group PLC Trims Stake in Zoetis Inc. $ZTS
Janus Henderson Group PLC reduced its stake in Zoetis Inc. (NYSE:ZTS) by 4.7% in the first quarter, selling 182,365 shares and retaining ownership of 3,701,747 shares valued at $437,568,000. Despite this reduction, other institutional investors have increased their holdings, and various analysts maintain "buy" or "hold" ratings for the animal health company. Zoetis recently reported quarterly earnings, missing analyst estimates, but declared a quarterly dividend of $0.53 per share payable in September.
Janus Henderson Group PLC Boosts Stock Position in Snowflake Inc. $SNOW
Janus Henderson Group PLC significantly increased its stake in Snowflake Inc. ($SNOW) by 22.2% in the first quarter of 2026, acquiring an additional 544,960 shares. This move reflects a broader trend of institutional investors boosting their positions in the data cloud company, alongside positive analyst ratings and an optimistic outlook on Snowflake's role in enterprise AI despite some insider selling. The company's stock has seen a positive run, with analysts raising price targets due to strong revenue growth and strategic AI partnerships.
Sterling Infrastructure, Inc. $STRL Shares Purchased by Janus Henderson Group PLC
Janus Henderson Group PLC increased its stake in Sterling Infrastructure, Inc. (NASDAQ:STRL) by 7.5% in the first quarter, now owning 619,145 shares valued at $252.2 million. Several other institutional investors also increased their holdings. The company's stock is trading up 17.5%, with a market capitalization of $17.82 billion, and recently surpassed analyst earnings estimates for the quarter.
Janus Henderson Group PLC Has $218.35 Million Stock Holdings in AST SpaceMobile, Inc. $ASTS
Janus Henderson Group PLC decreased its stake in AST SpaceMobile, Inc. by 1.3% in Q1 2026, but still holds 2.63 million shares valued at $218.35 million. Institutional investors own 60.95% of the stock, while insiders sold 105,809 shares worth about $9.75 million in the last three months. The company missed Q1 earnings and revenue estimates, reporting a loss of $0.66 per share and $14.73 million in revenue, leading analysts to maintain a consensus "Hold" rating with an $87.60 target price due to concerns about execution, valuation, and competition.
Janus Henderson Group PLC Trims Position in NIKE, Inc. $NKE
Janus Henderson Group PLC reduced its stake in NIKE, Inc. by 6.7% in the first quarter, selling over half a million shares. Despite this, other institutional investors increased their holdings, with 64.25% of the company's stock owned by hedge funds and institutional investors. Analysts currently rate NIKE as a "Hold" with a consensus price target of $53.74, while the company also announced a quarterly dividend and reported insider stock sales.
Janus Henderson Group PLC Has $189.72 Million Stake in Tower Semiconductor Ltd. $TSEM
Janus Henderson Group PLC increased its stake in Tower Semiconductor Ltd. (NASDAQ:TSEM) by 0.6% in the first quarter, holding over 1 million shares valued at approximately $189.7 million. Several other institutional investors also adjusted their positions, with overall institutional ownership reaching 70.51%. Analysts maintain a "Moderate Buy" rating for Tower Semiconductor with an average price target of $276.75, reflecting a positive outlook for the company's semiconductor manufacturing services.
Janus Henderson Group PLC Sells 1,711,705 Shares of Flex Ltd. $FLEX
Janus Henderson Group PLC has reduced its stake in Flex Ltd. by 7.7%, selling over 1.7 million shares but still holding 20.62 million shares valued at approximately $1.35 billion. This transaction occurred amidst Flex's strong fiscal Q1 2027 results, which beat analyst expectations for both adjusted EPS and revenue, leading to raised full-year guidance. Despite the positive financial performance and analyst optimism, the stock's recent decline and elevated valuation suggest that much of the good news might already be priced in, prompting some institutional investors and insiders to take profits.
Janus Henderson Group PLC Purchases 2,351,790 Shares of DraftKings Inc. $DKNG
Janus Henderson Group PLC significantly increased its stake in DraftKings Inc. by purchasing an additional 2,351,790 shares in the first quarter, bringing its total ownership to 5.58% of the company. Other institutional investors like Viking Global Investors LP and Capital World Investors also made substantial purchases of DraftKings stock. The article also notes recent insider sales by Director Woodrow Levin and insider R Stanton Dodge, and provides an overview of analyst ratings and financial performance for DraftKings (NASDAQ:DKNG).
Spotify Technology $SPOT Shares Acquired by Janus Henderson Group PLC
Janus Henderson Group PLC increased its stake in Spotify Technology (NYSE:SPOT) by 20.1% during the first quarter, now owning 1,711,015 shares valued at $829.64 million. Other institutions also modified their holdings, with 84.09% of the stock owned by institutional investors and hedge funds. Notably, KeyCorp maintained an "Overweight" rating with a $680 price target, projecting substantial earnings growth, despite some mixed sentiment on valuation and reduced near-term EPS forecasts by KeyCorp.
