Wall Street Zen Upgrades Immatics (NASDAQ:IMTX) to Hold
Wall Street Zen upgraded Immatics (NASDAQ:IMTX) from a "sell" to a "hold" rating. This upgrade aligns with a broader analyst consensus of "Moderate Buy" for the clinical-stage biotechnology company, which focuses on T cell receptor (TCR)-based immunotherapies for solid tumors. Institutional investors, including T. Rowe Price and Baker Bros., have significantly increased their stakes in Immatics, which currently trades with a market cap of $1.22 billion.
Personalis (NASDAQ:PSNL) Shares Down 4.8% - Should You Sell?
Personalis (NASDAQ:PSNL) saw its share price drop 4.8% on Friday on lower-than-average volume. Despite the dip, analysts generally maintain a "Moderate Buy" rating with an average price target of $10.86, and institutional investors have significantly increased their holdings. However, the company's CFO recently sold a substantial portion of his shares.
How our active management approach stacks up against passive portfolios
T. Rowe Price conducted a study comparing the net-of-fees performance of its active Retirement Funds (RFs) against passive target date competitors over 10-year rolling periods spanning 20 years. The study found that T. Rowe Price's active RFs generally exhibited higher active success rates and positive excess returns compared to equally weighted passive competitor indexes. This indicates that their active management approach, which includes glide path design, long-term diversification, tactical asset allocation, and bottom-up fundamental research, has demonstrably added value for clients.
1 Financials Stock on Our Buy List and 2 We Question
This article analyzes the financials sector, which has underperformed the S&P 500, to identify promising investment opportunities and stocks to avoid. It recommends SEI Investments (SEIC) as a buy due to its strong revenue growth, EPS growth driven by buybacks, and high return on equity. Conversely, it advises caution on Northern Trust (NTRS) and Artisan Partners (APAM) due to their comparatively slower revenue and earnings growth.
T. Rowe Price Group, Inc. $TROW Shares Sold by Vanguard Group Inc.
Vanguard Group Inc. slightly reduced its stake in T. Rowe Price Group, Inc. by 0.1% in the third quarter, though it still holds a significant 12.09% of the company's shares. T. Rowe Price recently increased its quarterly dividend to $1.30, offering a 5.5% annual yield, despite missing analyst EPS estimates for the last quarter. Analysts currently have an average "Reduce" rating on the stock with a target price of $102.23.
HighTower Advisors LLC Grows Stake in T. Rowe Price Group, Inc. $TROW
HighTower Advisors LLC increased its holdings in T. Rowe Price Group Inc. (NASDAQ:TROW) by 13.0% in the third quarter, bringing its total to 220,153 shares valued at approximately $22.6 million. Institutional investors collectively own about 73.4% of the company, while several analysts have recently lowered their price targets and ratings, leading to an average "Reduce" rating for T. Rowe Price. The company also announced an increase in its quarterly dividend to $1.30 per share, resulting in an annualized dividend of $5.20 and a yield of 5.5%.
Are U.S. small-caps finally back?
U.S. small-cap stocks have recently outperformed large-caps, reversing a long period of underperformance. This comeback is underpinned by improved fundamentals, including accelerated earnings growth driven by Federal Reserve rate cuts, reduced tariff uncertainty, an improved regional banking environment, broadening AI benefits, and fiscal stimulus. T. Rowe Price's Asset Allocation Committee views this rally as durable and has increased its overweight position in U.S. small-caps.
Health care’s next chapter: Opportunities in an era of transformation
The health care sector is entering a new era of innovation, presenting compelling opportunities for investors despite past challenges. Key subsectors like biotech, life science tools, and managed care are driving this transformation, fueled by scientific advancements and evolving market dynamics. Active management and rigorous research are deemed essential for navigating the sector's complexities and identifying leading companies.
Three imperatives in a new era for global retirement
This article discusses the global challenges facing retirement systems, including economic shifts, declining working-age populations, and increased longevity. It outlines three imperatives to address these issues: providing one-on-one financial advice, expanding localized retirement solutions, and championing a stronger retirement savings infrastructure. The piece emphasizes the need for personalized approaches and robust policy measures to build more resilient retirement systems worldwide.
Smarter alpha: Get more from a portfolio’s core
This article discusses how investors can achieve "smarter alpha" by blending active and passive strategies in their portfolio's core. It highlights that while passive strategies offer low costs, they miss out on potential alpha, and even a modest outperformance in the core can significantly impact long-term returns. The piece proposes an active-core strategy that integrates fundamental research and quantitative analysis to generate consistent, risk-adjusted alpha while maintaining benchmark-like risk and competitive fees.
Federated Hermes Hits All-Time High: What Investors Should Do Next?
Federated Hermes (FHI) recently achieved an all-time high share price, driven by growth in assets under management, strong money market performance, and strategic acquisitions. While the company demonstrates robust financial health, dividend increases, and share repurchase programs, investors are encouraged to remain cautious due to rising operating expenses and revenue concentration. Despite these concerns, FHI's strategic execution, market positioning, and attractive valuation suggest long-term growth potential, leading to a "Hold" rating from Zacks.
Understanding Momentum Shifts in (TMSL)
This article analyzes potential momentum shifts for T. Rowe Price Small-mid Cap Etf (NASDAQ: TMSL), noting weak near-term sentiment despite long-term strength. It highlights a support test and a strong risk-reward setup, providing institutional trading strategies tailored for different risk profiles. The analysis includes position, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis.
Have U.S. stocks become too expensive?
Despite historically high valuations and a modest economic outlook, U.S. stocks derive support from robust fundamentals and a booming investment in artificial intelligence (AI). The article posits that while equity valuations appear expensive, strong underlying factors, particularly driven by AI-related capital expenditure from "hyperscalers," bolster sustained stock market performance. However, the T. Rowe Price Asset Allocation Committee maintains a neutral weight in U.S. stocks due to potential downside risk if these fundamentals falter.
Are U.S. small-caps finally back?
U.S. small-cap stocks are experiencing a resurgence after a prolonged period of underperformance, outperforming large-caps since October 2025. This turnaround is driven by improving fundamentals, including accelerated earnings growth, Federal Reserve rate cuts, fading tariff uncertainty, an improved regional banking environment, broadening AI benefits, and fiscal stimulus. T. Rowe Price's Asset Allocation Committee is maintaining and increasing an overweight position in U.S. small-caps, believing this fundamental backdrop provides a durable foundation for future performance.
Precision Trading with T. Rowe Price Value Etf (TVAL) Risk Zones
The article provides a detailed analysis of T. Rowe Price Value Etf (TVAL), indicating a neutral near- and mid-term outlook with a positive long-term bias. It outlines three distinct AI-generated trading strategies: Long Position, Momentum Breakout, and Risk Hedging, complete with entry/target points and stop losses. Furthermore, it presents a multi-timeframe signal analysis, showing support and resistance levels for different holding periods.
T. ROWE PRICE STUDY REVEALS NEARLY HALF OF CANADIANS ARE SAVING ALL THEY CAN TOWARD RETIREMENT, DESPITE MIXED ECONOMIC EXPECTATIONS AND INFLATION CONCERNS
A T. Rowe Price study revealed that nearly half of Canadian retirement savers are contributing as much as they can to their workplace plans, yet only 41% believe their contributions will be sufficient for a comfortable retirement. The study highlighted low awareness of target date investments, a preference for human financial advisors, and significant concerns about recession and inflation among Canadians. These findings point to opportunities for plan sponsors and advisors to provide holistic guidance and education to help Canadians achieve their retirement goals.
(TGRT) Price Dynamics and Execution-Aware Positioning
This article analyzes the price dynamics and execution-aware positioning for T. Rowe Price Growth Etf (TGRT), noting weak near and mid-term sentiment despite a positive long-term outlook. It identifies an elevated downside risk with no additional long-term support signals. The analysis provides three institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide traders.
AllianceBernstein lines up active ETF trio for Europe debut
AllianceBernstein is set to launch three active ETFs in Europe, following regulatory approval from Luxembourg's CSSF. These ETFs will cover global corporate bonds, core equities, and a global disruptors strategy, expanding on the firm's existing ETF presence in the US, Taiwan, and Australia. The move signifies a growing trend of active managers entering Europe's ETF market.
Insider Purchase: 10% owner at $RXO Buys 532,276 Shares
RXO Partners, LP MFN, a 10% owner of RXO, recently purchased 532,276 shares for $6,387,312, increasing their holdings by 1.9%. This transaction is part of broader insider trading activity, which has seen 6 purchases and 1 sale in the past six months. Additionally, the article covers recent hedge fund activity, Q4 2025 revenue, analyst ratings, and price targets for RXO.
10 Stocks For Long-Term Passive Income
This article identifies 10 passive income stocks with dividend yields over 5% that are suitable for long-term investment. Each stock highlighted (Hormel Foods, United Bancorp, Prudential Financial, Enterprise Products Partners LP, T. Rowe Price Group, HP Inc., Altria Group, Blue Owl Capital, and Perrigo plc) is briefly analyzed for its financial performance, dividend history, and prospects. The selection criteria include durable competitive advantages, strong earnings, and sustainable payout ratios.
Stifel Nicolaus Has Lowered Expectations for Colliers International Group (NASDAQ:CIGI) Stock Price
Stifel Nicolaus has reduced its price target for Colliers International Group (NASDAQ:CIGI) from $195 to $175, while maintaining a "buy" rating, indicating a potential 57.7% upside. Analyst sentiment for CIGI is generally positive with a "Moderate Buy" consensus and an average price target of $168.89, despite some firms cutting targets or downgrading ratings. The stock is currently trading significantly below analyst targets, with institutional investors owning a large portion of the shares.
Three imperatives in a new era for global retirement
This article discusses the evolving challenges in global retirement systems and proposes three imperatives to address them: delivering one-on-one financial advice, customizing retirement solutions for local markets, and championing a stronger retirement infrastructure. It highlights the growing financial stress among retirement savers globally due to economic and demographic shifts, emphasizing the need for personalized support and robust policy measures. The author, Robert W. Sharps of T. Rowe Price, draws on insights from the 2025 Global Retirement Savers Study to underscore these points.
B of A Securities Upgrades Hexcel (HXL)
B of A Securities upgraded Hexcel (HXL) from Underperform to Neutral on February 12, 2026. Despite the upgrade, the average one-year price target suggests a 4.20% downside from its current price. Institutional ownership in Hexcel has seen varied activity, with some firms increasing their stakes while others slightly decreased, and the overall fund sentiment is bullish given the put/call ratio.
PNC Financial Services Group Inc. Has $53.76 Million Holdings in T. Rowe Price Group, Inc. $TROW
PNC Financial Services Group Inc. reduced its stake in T. Rowe Price Group by 10.1% in the third quarter, now holding 523,800 shares valued at $53.76 million. T. Rowe Price reported slightly missed EPS estimates but saw revenue grow by 6%, and the company increased its quarterly dividend. Analysts have a "Reduce" consensus rating for T. Rowe Price, with an average target price of $102.50.
Are U.S. small-caps finally back?
U.S. small-cap stocks have shown a significant rebound recently, outperforming large-caps after a prolonged period of underperformance. This rally is supported by improving fundamentals, including accelerated small-cap earnings driven by factors like interest rate cuts, reduced trade uncertainty, an improved regional banking environment, broadening AI benefits, and fiscal stimulus. T. Rowe Price's Asset Allocation Committee maintains an overweight position in U.S. small-caps, believing this rally has a durable foundation.
Discipline and Rules-Based Execution in TFLR Response
This article provides an AI-generated analysis for T. Rowe Price Floating Rate Etf (NASDAQ: TFLR), indicating a neutral sentiment across all time horizons and supporting a wait-and-see approach. It outlines three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis highlights elevated downside risk due to a lack of long-term support signals.
Shell Asset Management Co. Cuts Stock Position in T. Rowe Price Group, Inc. $TROW
Shell Asset Management Co. significantly reduced its stake in T. Rowe Price Group, Inc. (NASDAQ:TROW) by 49.6% in the third quarter, selling over 11,000 shares. This comes as T. Rowe Price Group announced an increased quarterly dividend, resulting in an annualized yield of approximately 5.5%. Despite strong institutional ownership, analyst sentiment for T. Rowe Price Group is generally soft, with a consensus "Reduce" rating and a target price of $102.50.
Did Lower 2025 Earnings and New Payout Terms Just Shift AllianceBernstein's (AB) Investment Narrative?
AllianceBernstein Holding L.P. reported a decrease in fourth-quarter and full-year 2025 net income, primarily due to lower performance-based fees and higher expenses, alongside an ongoing investment in private alternatives and technology. Despite these financial pressures, the company declared a cash distribution of US$0.96 per unit. The article discusses how these factors are influencing AllianceBernstein's growth narrative, emphasizing the importance of progress in higher-fee private alternatives and addressing concerns about persistent lower performance fees and increased costs.
What’s behind gold’s surge—and what could end it
Gold's recent surge is driven by changing demand dynamics, particularly from central banks and investors seeking a hedge against fiat currencies, rather than traditional inflation concerns. Inelastic supply has amplified this demand, leading to a significant price increase that defies gold's historical relationship with real interest rates. While fundamentals play a role, momentum-driven flows have also contributed to its self-reinforcing rally, which could become fragile if fundamental narratives weaken or investors perceive the price as over-discounting good news.
What’s behind gold’s surge—and what could end it
Gold's recent surge is driven more by evolving demand dynamics, particularly from central banks and momentum-driven investors, than by its traditional role as an inflation hedge. The inelastic supply of gold has amplified price increases, making its current rally reflexive and potentially fragile. While de-dollarization and fiscal largesse contribute to its appeal as a broad hedge against fiat currencies, the sustained growth ultimately depends on investor perception rather than solely fundamental factors.
Three imperatives in a new era for global retirement
The global retirement landscape faces significant challenges due to economic and demographic shifts, elevated geopolitical tensions, and inflation, threatening future retirement outcomes. T. Rowe Price identifies three crucial imperatives: delivering global one-on-one financial advice, expanding localized and personalized retirement solutions, and championing a stronger retirement savings infrastructure. These actions are essential to build more resilient retirement systems and help savers achieve confidence in their retirement futures.
Three imperatives in a new era for global retirement
The global retirement landscape faces significant challenges due to economic and demographic shifts, threatening future retirement outcomes. This article, based on T. Rowe Price's Global Retirement Savers Study, identifies three imperatives to address these challenges: delivering one-on-one financial advice at scale, expanding localized and personalized retirement solutions, and championing a stronger retirement infrastructure through policy measures. The author emphasizes that a collaborative effort from the industry and policymakers is crucial to build more resilient retirement systems globally.
Are U.S. small-caps finally back?
U.S. small-cap stocks have recently shown a significant rebound after a prolonged period of underperformance, outperforming large-cap stocks since October 2025. This resurgence is driven by strong fundamental improvements, including accelerated earnings growth due to lower interest rates, reduced trade uncertainty, improved regional banking, AI spillover, and fiscal stimulus. T. Rowe Price's Asset Allocation Committee views this rally as durable and has increased its overweight position in U.S. small-caps.
Global Asset Allocation: The View From the UK
This article discusses the global asset allocation outlook from a UK perspective for February 2026, noting an increased overweight to global risk assets despite extended valuations, due to strong earnings and economic growth. Key themes include uncertainty around the new Fed chair's monetary policy stance and evolving market sentiment regarding AI-driven growth. The author analyzes potential risks such as sticky inflation and geopolitical tensions, while highlighting opportunities in non-US markets.
Rhumbline Advisers Cuts Stock Position in T. Rowe Price Group, Inc. $TROW
Rhumbline Advisers reduced its stake in T. Rowe Price Group, Inc. by 2.8% in the third quarter, selling 13,055 shares, though still holding 457,012 shares valued at approximately $46.9 million. Other institutional investors showed mixed activity, with some increasing their holdings while T. Rowe Price Group itself posted earnings that missed consensus estimates and recently increased its quarterly dividend. Analysts have a "Reduce" consensus rating with a target price of $102.50.
Are U.S. small-caps finally back?
U.S. small-cap stocks are experiencing a renaissance after a prolonged period of underperformance, driven by faster earnings growth and fundamental shifts. Key factors contributing to this rebound include resumed Federal Reserve rate cuts, fading tariff uncertainty, an improved regional banking environment, broadening AI benefits, and fiscal stimulus. The article suggests this comeback is durable, leading T. Rowe Price's Asset Allocation Committee to increase its overweight position in U.S. small-cap stocks.
What’s behind gold’s surge—and what could end it
Gold's recent surge is driven by changing demand dynamics, particularly from central banks and investors seeking a hedge against global fiat currencies, rather than traditional inflation concerns. The inelastic supply of gold has amplified this impact, leading to a self-reinforcing price momentum. The rally could end if the fundamental narrative weakens or if investors perceive the price as overstretched, turning it into "fool's gold."
Health care’s next chapter: Opportunities in an era of transformation
The healthcare sector is entering a new era of innovation, with significant opportunities across biotech, life science tools and diagnostics, and managed care. Advancements in areas like next-generation therapies, bioproduction, and specialty drug distribution are driving this transformation, making rigorous research and active management crucial for investors to identify leading companies and navigate complexities. Despite challenges like policy uncertainty and cost pressures, the overall outlook for healthcare is increasingly favorable.
Fund Update: 1,126,963 CHIPOTLE MEXICAN GRILL (CMG) shares added to JOHNSON INVESTMENT COUNSEL INC portfolio
JOHNSON INVESTMENT COUNSEL INC has significantly increased its holdings in CHIPOTLE MEXICAN GRILL (CMG) by adding 1,126,963 shares to its portfolio as of December 31, 2025. This move is part of broader institutional activity, with various hedge funds either adding or reducing their CMG positions, alongside recent insider and congressional trading actions. Wall Street analysts maintain a positive outlook on CMG, with several firms issuing "Buy" or "Outperform" ratings and a median price target of $45.0.
Are U.S. small-caps finally back?
U.S. small-cap stocks have shown significant outperformance recently, reversing a long period of underperformance against large-caps. This rebound is attributed to improving fundamentals, including accelerated earnings growth driven by lower interest rates, reduced trade uncertainty, better regional banking conditions, broadening AI benefits, and fiscal stimulus. T. Rowe Price's Asset Allocation Committee believes this rally is durable and has increased its overweight position in U.S. small-cap stocks.
Why The AI Capex Cycle Is Built To Persist
The article argues that the artificial intelligence (AI) capital expenditure (capex) cycle is built to persist for the next two to three years, driven by competitive necessity rather than a discretionary boom. It highlights that hyperscalers face a "Nash equilibrium" where aggressive investment is the dominant strategy due to competitive dynamics, supply constraints, and the economic rationale of scaling laws. The author suggests that while monetization might lag investment, the underlying strategic rationale and market structure support continued investment, pushing investors to focus on identifying companies that can translate this spending into defensible economic advantages.
Baltimore public company lays off 54 employees
T. Rowe Price, a Baltimore-based public company, has laid off 54 employees at its headquarters. This action follows a nearly 5% reduction in the firm's global headcount last year, even as its revenue increased and profits remained stable.
PRICE T ROWE GROUP INC SEC 10-K Report
T. Rowe Price Group Inc. released its 2025 Form 10-K report, detailing a 3.1% increase in net revenues to $7,314.8 million but a 6.2% decrease in operating income due to restructuring charges. The company focused on aligning expense growth with revenue, expanding its global footprint, and enhancing client relationships. Key strategic initiatives included targeted role eliminations, technology outsourcing, increased dividends, and share repurchases, while addressing market, operational, regulatory, and human capital risks.
T. Rowe Price Group (NASDAQ:TROW) Is Increasing Its Dividend To $1.30
T. Rowe Price Group (NASDAQ:TROW) announced an increase in its dividend to $1.30 per share, resulting in an attractive dividend yield of 5.6%. The company's dividend payments have solid earnings coverage, and while historical EPS has been flat, future EPS growth is projected at 20.3%. Despite a strong track record of consistent dividend payments, the company's past fluctuating payout ratio and flat earnings growth suggest caution for future dividend sustainability.
Fund Update: New $28.5M $ARGX stock position opened by VICTORY CAPITAL MANAGEMENT INC
VICTORY CAPITAL MANAGEMENT INC has initiated a new $28.5 million position in argenx SE (ARGX) according to a recent SEC 13F filing for the 12-31-2025 report period. This move comes as 263 institutional investors have added ARGX shares to their portfolios, while 237 have decreased their positions in the most recent quarter. The company has received strong support from Wall Street analysts, with 13 buy ratings and a median price target of $1030.0 from 15 analysts over the last six months.
Are U.S. small-caps finally back?
U.S. small-cap stocks have recently outperformed large-cap stocks, reversing a long period of underperformance. This rally is supported by accelerating earnings growth in small-cap companies, driven by factors such as lower interest rates, reduced trade uncertainty, improved lending, fiscal stimulus, and the broadening benefits of artificial intelligence. T. Rowe Price's Asset Allocation Committee views this small-cap rally as durable and has increased its overweight position in U.S. small-cap stocks.
Uncovering Opportunities in Emerging Market Debt
Samy Muaddi, CFA, highlights emerging market debt (EMD) as a significant investment opportunity capable of driving economic development through infrastructure financing and job creation. He emphasizes that EMD investing is a team sport, requiring cognitive diversity and deep, on-the-ground research beyond mere headlines, to navigate the complexities and unknowns of developing countries. T. Rowe Price’s team comprises 60 professionals from 23 nationalities, conducting over 200 site visits annually to inform investment decisions across 70 countries.
The 5 Most Interesting Analyst Questions From Franklin Resources's Q4 Earnings Call
Franklin Resources (BEN) exceeded Q4 expectations with strong revenue and EPS, driven by net inflows and record assets under management. The article highlights key analyst questions from the earnings call, focusing on expense flexibility, M&A strategy, fee rates, long-term operating margin targets, and the shift to integrated solutions. Future catalysts include growth in private credit, AI-driven cost savings, and the impact of ETF platforms.
BRUKER ($BRKR) Releases Q4 2025 Earnings
Bruker ($BRKR) reported its Q4 2025 earnings, missing analyst estimates for both earnings per share and revenue. The company reported earnings of $0.59 per share against an estimated $0.66, and revenue of $977.2 million compared to an estimated $980.05 million. The article also provides details on insider trading activity, hedge fund movements, government contracts, and analyst ratings for BRKR.
Illinois Municipal Retirement Fund Acquires 24,567 Shares of T. Rowe Price Group, Inc. $TROW
The Illinois Municipal Retirement Fund significantly increased its stake in T. Rowe Price Group, purchasing an additional 24,567 shares, bringing its total to 100,907 shares valued at $10.36 million. T. Rowe Price also announced an increased quarterly dividend of $1.30 per share, representing an annualized yield of 5.6%. Despite these positive movements, analysts have maintained a cautious outlook with a "Reduce" consensus rating and an average price target of $102.50.
