AMG National Trust Bank Buys 8,744 Shares of Humana Inc. $HUM
AMG National Trust Bank significantly increased its stake in Humana Inc. by 106.5% during the third quarter, now holding 16,953 shares valued at approximately $4.41 million. Other institutional investors have also adjusted their positions, and institutional ownership of Humana now stands at 92.38%. Analysts have a mixed view on Humana, with a consensus "Hold" rating and an average price target of $228.48, despite recent downward revisions from several firms.
AAR (NYSE:AIR) Upgraded by Wall Street Zen to "Buy" Rating
Wall Street Zen has upgraded AAR (NYSE:AIR) from a "hold" to a "buy" rating, reflecting a consensus analyst rating of "Moderate Buy" with a target price of $110.80. The upgrade follows AAR's strong quarterly earnings, where it surpassed expectations with $1.18 EPS and $795.3 million in revenue, leading to its stock trading near its 52-week high. Despite significant insider selling, institutional ownership remains high at 90.74%, indicating continued investor confidence.
Strategy CEO to discuss Bitcoin with Morgan Stanley’s digital asset head next week
Strategy CEO Phong Le and Morgan Stanley's head of digital assets, Amy Oldenburg, will discuss long-term Bitcoin strategy and institutional adoption at an upcoming event. Morgan Stanley has been expanding its digital asset offerings, including support for spot Bitcoin ETFs and exploring funds tied to various cryptocurrencies. The firm suggests clients allocate a portion of their portfolios to digital assets, viewing Bitcoin as digital gold and Ethereum as foundational computational infrastructure.
Sempra Energy price target raised to $101 from $97 at Morgan Stanley
Morgan Stanley has increased its price target for Sempra Energy (SRE) to $101 from $97, maintaining an Overweight rating. This adjustment is part of the firm's January update for Regulated & Diversified Utilities / IPPs stocks in North America, noting that utilities have recently underperformed the S&P's return. The firm also anticipates a balanced discussion regarding data center pipelines during the upcoming Q4 earnings, considering increased affordability and political concerns.
Best Solana ETFs for 2026: Compare Fees, Staking Rewards & Promos
This article reviews the best Solana ETFs for 2026, comparing their fees, staking reward features, and promotional offers. It highlights options like Franklin Solana ETF (SOEZ) for its low fees, Bitwise Solana Staking ETF (BSOL) for potential staking rewards, and other funds from 21Shares, Invesco Galaxy, Fidelity, VanEck, and Grayscale, detailing each fund's cost structure and unique selling points. The article emphasizes that investors should consider long-term expense ratios, staking features, and the duration of promotional offers when choosing an ETF.
Blackline stock hits 52-week low at 36.24 USD By Investing.com
Blackline Inc. (BL) stock has fallen to a new 52-week low of $36.24, with shares down 25.62% over the last year and 33% year-to-date. Despite the recent decline, InvestingPro analysis suggests the stock is undervalued and in oversold territory, with net income expected to grow this year. The company recently exceeded Q4 2025 earnings expectations, though analyst opinions on its future growth are mixed, with some lowering price targets while others maintain optimistic ratings due to its potential in the AI software era.
Intercontinental Exchange (NYSE:ICE) Insider Christopher Scott Edmonds Sells 11,303 Shares
Intercontinental Exchange (NYSE:ICE) insider Christopher Scott Edmonds sold 11,303 shares of the company's stock for approximately $1.74 million, reducing his position by 44.21%. This sale was disclosed in an SEC filing and leaves him with 14,266 shares. The company recently reported strong quarterly results, beating EPS and revenue expectations, and holds a consensus "Buy" rating from analysts with an average price target of $195.40.
With Asset Cap in Rearview, Wells Fargo Advisors Renews Focus on Cross-Selling
Wells Fargo's Chief Financial Officer, Mike Santomassimo, announced renewed efforts in cross-selling and advisor recruitment following the lifting of a federal asset cap that had constrained the bank for over seven years. The company plans to reintroduce incentive plans, hire more advisors across all channels, and focus on expanding wealth management services by leveraging referrals between bank customers and branch-based advisors to drive growth in both banking and lending. This marks a shift from a period focused on risk and control to one prioritizing growth and market penetration.
CG Oncology (NASDAQ:CGON) Hits New 12-Month High - Here's Why
CG Oncology (NASDAQ:CGON) recently reached a new 52-week high of $57.92, driven by positive analyst sentiment, with a consensus "Moderate Buy" rating and an average price target of $68.58. Despite insider selling by Director James Mulay, who sold 11,145 shares in January, institutional investors have increased their holdings, now owning 26.56% of the company. The biopharmaceutical company focuses on developing novel antibody-based immunotherapies for solid tumor cancers.
Legal Scrutiny Follows Sharp Decline for Bright Horizons Stock
Bright Horizons Family Solutions Inc. is facing legal investigations and analyst downgrades following a significant drop in its stock price. The company's Q4 2025 earnings showed a 25% profit decline and a notably expanded plan to close 45-50 centers in 2026, compared to an initial forecast of 25-30, leading to investor concern and a severe market reaction. The equity's future will depend on the outcome of potential lawsuits and the efficiency of its center closure plan.
Blackline stock hits 52-week low at 36.24 USD
Blackline Inc.'s stock has fallen to a new 52-week low of $36.24 USD, marking a significant decline of 25.62% over the past year. Despite this, InvestingPro analysis suggests the stock is undervalued and in oversold territory, with net income expected to grow. Recent analyst ratings for BlackLine vary, with some lowering price targets due to growth concerns, while others maintain positive outlooks, citing strong positioning for the AI software era.
Form 424B2 GOLDMAN SACHS GROUP INC
This SEC filing (Form 424B2) from February 20, 2026, details Goldman Sachs Finance Corp.'s offering of $5,000,000 Contingent Income Auto-Callable Securities based on Amazon.com, Inc. common stock, due August 23, 2028. These "Principal at Risk Securities" offer contingent quarterly coupons but expose investors to potential principal loss if Amazon's stock price falls below a downside threshold and the securities are not automatically called. The document outlines the terms, risks, hypothetical scenarios, and tax implications of this structured investment.
Morgan Stanley Recruiting Loan Tab Nears $5 Billion
Morgan Stanley's outstanding balance of forgivable recruiting loans for advisors increased by 12%, or $520 million, last year, reaching nearly $4.9 billion. This surge, detailed in the firm's annual SEC filing, indicates a continued aggressive recruitment strategy, contrasting with the prior year's flat growth in loan balances. The loans are forgiven over time as advisors remain with the firm, and the increase reflects a rise in new recruits, including large teams from competitors like UBS and Merrill Lynch.
Exelon issues $775 million in 4.950% notes due 2036 to refinance debt
Exelon Corporation has issued $775 million in 4.950% notes due in 2036 to refinance its existing debt, specifically targeting the retirement of $750 million in 3.400% notes due in 2026. This move comes as the utility company manages a significant debt burden, with the proceeds also allocated for general corporate purposes. The article also highlights recent positive news for Exelon, including strong Q4 2025 earnings, a Customer Relief Fund initiative, and the approval of a major transmission line project to enhance electric reliability.
HSBC to Shut Retail Operation in Bangladesh Amid Simplification Push
HSBC plans to wind down its International Wealth and Premier Banking (Retail Banking) in Bangladesh starting in the second half of 2025 as part of a global simplification strategy. This move follows a strategic review of its retail banking businesses in several Asian markets, with decisions pending for Australia, Indonesia, and Sri Lanka. HSBC aims to focus on competitive growth areas and achieve $1.5 billion in annualized savings by 2026 through these divestments and simplification efforts.
Morgan Stanley Initiates GE Aerospace Coverage With Top Price Target
Morgan Stanley has initiated coverage of GE Aerospace (GE) with a $425 price target, one of the highest among analysts, following the stock's recent breakout. Analyst Kristine Liwag highlighted GE Aerospace's strong position against competitors. This positive outlook from Wall Street comes after a period of performance for the company.
Morgan Stanley Advisor Katie Partridge Helps Clients Who Are
Katie Partridge, a private wealth advisor at Morgan Stanley's 545 Group in Silicon Valley, manages approximately $50 billion for tech founders. She specializes in assisting entrepreneurs who are "equity-rich but cash-poor," navigating the complexities of significant paper wealth in the current AI-driven optimistic tech market. Partridge discusses the challenges and excitement of working with young clients accumulating vast wealth in Silicon Valley.
Morgan Stanley’s Katie Partridge Helps Entrepreneurs Who Are Equity-Rich but Cash-Poor
Katie Partridge, a private wealth advisor at Morgan Stanley's 545 Group in Silicon Valley, specializes in assisting tech company founders who are equity-rich but cash-poor. Her team manages approximately $50 billion in assets and addresses complex planning needs for these entrepreneurs. Partridge notes a peak level of optimism in Silicon Valley due to AI advancements, leading to significant paper wealth accumulation for young clients, even as they may experience cash flow challenges.
Lumentum stock jumps in Friday trade as AI infrastructure rotation keeps LITE in focus
Lumentum (LITE) shares surged by 4% on Friday, reaching a new intraday high, as investor focus shifted towards AI infrastructure plays. This surge follows strong fiscal second-quarter results and positive projections for the third quarter, driven by demand for its optical circuit switches and co-packaged optics. However, the article notes that a senior executive recently sold shares under a pre-arranged trading plan, and high valuations combined with potential shifts in AI buildouts could introduce volatility for the stock.
LAPLX | Core Plus Bond Fund Class A
This article provides a detailed overview of the Lord Abbett Core Plus Bond Fund Class A (LAPLX), outlining its investment objectives, yield characteristics, and fundamental basics. It includes extensive performance data, Morningstar ratings, and a comprehensive breakdown of its portfolio holdings and credit quality distribution. The article also provides information on fees, expenses, sales charge schedules, and important disclosures regarding investment risks.
Flutter Entertainment Announce Management Participation in Upcoming Event
Flutter Entertainment announced that CEO Peter Jackson and CFO Rob Coldrake will participate in the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026. They are scheduled for a fireside chat at 2:35 PM PST, which will be accessible via a live audio webcast on Flutter's investor website, with a replay available afterward.
Orient Plus International Ltd. et al v. Baosheng Media Group Holdings Ltd. et al: Complaint (‘Material Misstatements or Omissions’)
This article provides details of a complaint filed in the U.S. District Court for the Southern District of New York by Orient Plus International Limited and others against Baosheng Media Group Holdings Limited and several individuals and entities. The complaint alleges "Material Misstatements or Omissions" and involves a publicly-listed Cayman Islands firm providing online marketing solutions in China. The complete content is behind a subscription wall.
Barclays Cuts Builders FirstSource (NYSE:BLDR) Price Target to $124.00
Barclays has reduced its price target for Builders FirstSource (NYSE:BLDR) to $124.00 from $136.00, while maintaining an "overweight" rating. This adjustment follows Builders FirstSource missing its latest quarterly earnings and revenue expectations ($1.12 EPS vs. $1.30 expected and $3.36B revenue vs. $3.46B expected). Other analysts have also adjusted their price targets, leading to an average "Hold" rating and a consensus target price of $131.57 for the stock.
Analog Devices to Participate in the Morgan Stanley Technology, Media, and Telecom Conference
Analog Devices, Inc. (NASDAQ: ADI) announced that CFO Richard Puccio will participate in the Morgan Stanley Technology, Media, and Telecom Conference on March 3, 2026. Puccio will discuss business trends and topics, with a live webcast and subsequent replay available through the company's Investor Relations website.
Analog Devices to Participate in the Morgan Stanley Technology, Media, and Telecom Conference
Analog Devices, Inc. (ADI) announced that CFO Richard Puccio will participate in the Morgan Stanley Technology, Media, and Telecom Conference on March 3, 2026. The presentation will cover business topics and trends and will be available via a live webcast on the company's Investor Relations website.
Skandinaviska Enskilda Banken AB publ Reduces Position in Brown & Brown, Inc. $BRO
Skandinaviska Enskilda Banken AB publ significantly reduced its stake in Brown & Brown, Inc. by 26.1% in Q3, selling 25,793 shares, while other major institutions like Vanguard and Principal Financial Group increased their positions. Despite Skandinaviska Enskilda Banken's reduction, institutional investors collectively own about 71.01% of the company's stock. Brown & Brown performed well in earnings per share but missed revenue expectations; the stock maintains a consensus "Hold" rating from analysts with an average price target of $90.36.
Barclays Begins Coverage on Gilead Sciences (NASDAQ:GILD)
Barclays has initiated coverage on Gilead Sciences (NASDAQ:GILD) with an "equal weight" rating and a $155.00 price target, suggesting a potential upside of 2.57%. Other analysts have recently issued reports with price targets ranging from $129.00 to $171.00, resulting in a "Moderate Buy" consensus rating and an average target price of $154.24. The biopharmaceutical company recently reported strong earnings, beating analyst estimates, and has seen some insider selling activity.
Vanguard Group Inc. Acquires 552,360 Shares of Best Buy Co., Inc. $BBY
Vanguard Group Inc. increased its stake in Best Buy Co., Inc. (NYSE:BBY) by 2.4% in the third quarter, acquiring an additional 552,360 shares and bringing its total ownership to 23,947,415 shares, valued at approximately $1.81 billion. This makes Vanguard Group Inc. the largest institutional holder with 11.40% of the company. Best Buy recently beat quarterly earnings estimates and offers a 5.8% dividend yield, despite a "Hold" consensus rating from analysts and a trading price of $65.85 against an average target of $80.32.
JPMorgan Chase & Co. $JPM Shares Sold by Skylands Capital LLC
Skylands Capital LLC reduced its stake in JPMorgan Chase & Co. by 15.1% in the third quarter, selling 4,550 shares, though the bank remains a significant holding in its portfolio. Other institutional investors like Peterson Wealth Advisors LLC and TradeWell Securities LLC slightly increased their positions. The article also highlights recent positive and negative news impacting JPM, including expansion plans, legal defense, and insider selling.
Morgan Stanley issues sharp take on the stock market
Morgan Stanley's Katie Huberty argues that the recent stock market sell-off has been "indiscriminate," leading to a rotation where leadership is broadening beyond big tech and AI builders to AI adopters. The firm's analysis suggests that businesses effectively integrating AI are seeing margin expansion, and recent sector performance in autos, homebuilders, and retail supports this shift.
Enova International, Inc. SEC 10-K Report
Enova International, Inc. has released its 2025 10-K report, detailing substantial growth in revenue and net income, driven by expanded consumer and small business portfolios. The report highlights strategic initiatives such as the acquisition of Grasshopper to enhance digital banking capabilities and increased borrowing capacity to fund future growth. However, the company also acknowledges significant regulatory, operational, and market risks in its highly regulated industry.
PayPal Holdings, Inc. $PYPL Shares Purchased by Jupiter Asset Management Ltd.
Jupiter Asset Management Ltd. significantly increased its stake in PayPal Holdings, Inc. during the third quarter, purchasing an additional 576,228 shares. This institutional accumulation comes despite recent insider selling, a CEO transition, and multiple class-action lawsuits against PayPal. Analysts have also lowered price targets for PayPal, which is currently trading near its 52-week low, after the company missed its Q4 EPS estimates.
Jupiter Asset Management Ltd. Cuts Holdings in Honeywell International Inc. $HON
Jupiter Asset Management Ltd. significantly reduced its stake in Honeywell International Inc. by 20.3% in Q3, selling 45,958 shares but still holding 180,984 shares valued at over $38 million. This comes as Honeywell exceeded quarterly earnings and revenue expectations, announced a $1.19 quarterly dividend, and holds a consensus "Moderate Buy" rating from analysts. Despite the reduction from one firm, other institutional investors increased their positions in Honeywell.
Crh Plc $CRH Shares Sold by JPMorgan Chase & Co.
JPMorgan Chase & Co. reduced its stake in Crh Plc (CRH) by 30.9% in the third quarter, selling 945,543 shares and retaining 2,114,013 shares valued at approximately $253.5 million. Despite this, other major institutions like Norges Bank and Eleva Capital initiated substantial new positions. CRH reported mixed Q4 earnings, missing consensus estimates for EPS and revenue, but increased its quarterly dividend and completed share buybacks, with institutional ownership around 62.5%.
Barclays (NYSE:BCS) Raised to Strong-Buy at Zacks Research
Zacks Research has upgraded Barclays (NYSE:BCS) to a "strong-buy" rating, reflecting a positive outlook from analysts. The financial services provider recently reported strong earnings, beating consensus estimates with $0.46 EPS. Despite a slight dip in share price, the company maintains a stable financial profile, and institutional investors have shown modest increases in their stakes.
NewEdge Wealth LLC Has $8.48 Million Stock Holdings in Philip Morris International Inc. $PM
NewEdge Wealth LLC increased its stake in Philip Morris International Inc. (NYSE:PM) by 12.7% during the third quarter, bringing its total holdings to $8.48 million. Other institutional investors like Vanguard Group Inc. and State Street Corp also significantly increased their positions in the tobacco giant. Philip Morris International reported its Q4 earnings, meeting consensus estimates, and provided revenue guidance for Q1 and FY 2026.
LPL Financial Holdings Inc. $LPLA Shares Sold by NewEdge Wealth LLC
NewEdge Wealth LLC reduced its stake in LPL Financial (NASDAQ: LPLA) by 41.3% in Q3, selling 15,079 shares and retaining 21,394 shares valued at $7.12 million. LPL Financial exceeded Q4 expectations with an EPS of $5.23 and revenue of $4.93 billion, maintaining a "Moderate Buy" consensus rating and a target price of $428.71. Despite insider sales totaling $2.18 million, institutional investors hold about 95.7% of the stock, and the company declared a quarterly dividend of $0.30.
JPMorgan Chase & Co. Has $308.32 Million Holdings in Labcorp Holdings Inc. $LH
JPMorgan Chase & Co. reduced its stake in Labcorp Holdings Inc. by 17.6% to 1,074,041 shares, valued at $308.32 million, during Q3 2025. Despite the reduction in holdings, JPMorgan raised its price target for Labcorp to $330 and maintained an "overweight" rating. Labcorp exceeded Q4 2025 EPS estimates with $4.07, and set strong FY2026 EPS guidance, although revenue slightly missed expectations.
Shell Asset Management Co. Sells 94,713 Shares of Brown & Brown, Inc. $BRO
Shell Asset Management Co. drastically reduced its stake in Brown & Brown, Inc. by 98.5% in the third quarter, selling 94,713 shares and retaining only 1,453 shares valued at $136,000. Despite this, other institutional investors like Bank of New York Mellon, Invesco, Tandem, and Sumitomo Mitsui increased their positions in the financial services provider. Brown & Brown reported strong Q4 earnings, beating EPS estimates and showing a 35.7% year-over-year revenue increase, and maintains a consensus "Hold" rating from analysts with an average target price of $90.36.
Besi recovers on positive Morgan Stanley comments after guidance-driven selloff
Shares of BE Semiconductor Industries (Besi) rose over 4% after Morgan Stanley reiterated a positive outlook on the company, viewing a recent 7.5% guidance-driven selloff as a buying opportunity. The firm maintained its investment case and raised Besi's price target, supported by strong order momentum, anticipated growth in AI-related advanced packaging demand, and increased EPS forecasts. Morgan Stanley remains cautious on hybrid bonding in the near term but expects significant year-on-year growth for Besi in Q2 2026.
Morgan Stanley’s Brett Cohen joins Evolve Private Wealth citing ‘structural’ issues with wirehouse model
Brett Cohen, a senior advisor from Morgan Stanley who managed approximately $800 million in client assets, has joined Evolve Private Wealth as a managing partner. He stated that "structural constraints" within large wirehouse institutions limited flexibility for his clients with complex financial needs. Evolve, an independent firm, offers the tailored solutions and real-time adaptability Cohen sought for his clients, particularly for outsourced family office services, liquidity events, and sophisticated tax strategies.
39,650 Shares in UnitedHealth Group Incorporated $UNH Purchased by Compass Wealth Management LLC
Compass Wealth Management LLC recently acquired 39,650 shares of UnitedHealth Group (NYSE:UNH) valued at approximately $13.69 million, making it their 14th largest holding. Other institutional investors like Geode Capital Management and Norges Bank have also significantly increased their positions in the healthcare conglomerate. UnitedHealth Group reported strong Q3 earnings, surpassing analyst estimates, and analysts currently hold a "Moderate Buy" consensus rating for the company with an average target price of $372.13.
Cibc World Market Inc. Sells 6,191 Shares of Natera, Inc. $NTRA
CIBC World Market Inc. significantly reduced its stake in Natera, Inc. by selling 6,191 shares, retaining holdings valued at approximately $240,000. This divestment occurred amidst recent heavy insider selling, including Natera's Director and CFO offloading shares worth millions. Despite insider sales, Wall Street analysts maintain a "Moderate Buy" rating for Natera with an average price target of $249.20, with some firms raising targets further.
Analog Devices to Participate in the Morgan Stanley Technology, Media, and Telecom Conference
Analog Devices, Inc. announced that CFO Richard Puccio will present at the Morgan Stanley Technology, Media, and Telecom Conference in San Francisco on March 3, 2026. The presentation will cover business topics and trends, with a live webcast and 30-day archive available on the company's investor relations website.
Analysts See Long-Term Growth Potential in Sea Limited Despite Short-Term Pressure
Analysts are maintaining long-term growth optimism for Sea Limited (NYSE: SE) despite recent price target reductions. Morgan Stanley lowered its target to $173 but maintained an Overweight rating, predicting e-commerce gross merchandise value growth above 20% in 2026. BofA Securities also reduced its price target to $150 while keeping a Buy rating, citing expected pressure on e-commerce margins due to ongoing investments.
Mitsubishi UFJ Exits Substantial Holder Position in ARB Corporation
Mitsubishi UFJ Financial Group has announced that it is no longer a substantial shareholder in ARB Corporation following multiple transactions on February 12, 2026. This change in institutional holdings means a shift in ARB's shareholder dynamics and market perception, although the company's day-to-day operations remain unaffected. The article also notes that the most recent analyst rating for ARB is a Hold with a A$26.00 price target.
Equitable Holdings’ Lane Nick sells $1.35m in stock By Investing.com
Equitable Holdings' President, Nick Lane, sold 30,000 shares of company stock for $1.35 million on February 17, 2026, and also exercised options to acquire 10,000 shares. These transactions leave Lane with 107,875.8 direct shares. This news follows Equitable Holdings' Q4 2025 earnings report, which met EPS expectations but showed a significant revenue miss, causing concern for future prospects among investors and analysts.
ProShares Money Market ETF: Revolutionary Compliance Solution for Stablecoin Issuers Under GENIUS Act
ProShares has launched the IQMM money market ETF, a new financial instrument designed to help stablecoin issuers comply with the reserve requirements of the GENIUS Act. This ETF invests in short-term U.S. Treasury securities and other government-backed instruments, offering a streamlined, transparent, and liquid solution for managing stablecoin reserves. The ProShares IQMM ETF is expected to enhance market stability and facilitate institutional adoption of regulated stablecoins.
AI-Driven Filings, Opt-In Momentum, And More Than $4B in Recoveries Reshape Global Securities Class Actions, Broadridge Report Finds
A new report from Broadridge Financial Solutions highlights that global securities class action litigation resulted in over $4 billion in investor recoveries in 2025. The report identifies significant trends including a surge in AI-related litigation, increased momentum in opt-in and collective actions, growing ESG-focused claims, and a moderation in financial antitrust activity, all contributing to a rapidly evolving recovery landscape for institutional investors. Broadridge emphasizes that active participation and robust infrastructure are crucial for investors to navigate the complexities and maximize recoveries in this dynamic environment.
Morgan Stanley Maintains UNILEVER PLC(UNLYF.US) With Buy Rating, Raises Target Price to $73.53
Morgan Stanley analyst Sarah Simon has reaffirmed a buy rating for UNILEVER PLC (UNLYF.US), while simultaneously increasing the target price from $70.07 to $73.53. This adjustment is based on Simon's analysis, noting that her past recommendations have had a 51.1% success rate and an average return of -0.2% over the last year, according to TipRanks data. The report highlights that TipRanks assesses analyst performance independently, providing success rates and average returns for informational purposes.
