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Applied Materials (AMAT) Is Back In Focus, But What Is The Market Weighing?

https://simplywall.st/stocks/us/semiconductors/nasdaq-amat/applied-materials/news/applied-materials-amat-is-back-in-focus-but-what-is-the-mark
Applied Materials (AMAT) has declared a quarterly cash dividend of $0.53 per share, despite a recent share price pullback, yet maintains strong year-to-date and one-year returns. The market is currently weighing two narratives: one suggesting the stock is 27.3% undervalued based on strong growth and a rich future earnings multiple, and another from Simply Wall St's DCF model indicating it is overvalued at its current price compared to an estimated value of $280.03. This split sentiment suggests investors should carefully assess the data and key risks.

Lovesac Q2 EPS Beats Estimates but Sales Missed

https://intellectia.ai/news/stock/lovesac-q2-eps-beats-estimates-but-sales-missed
Lovesac reported Q2 EPS that surpassed market expectations, indicating strong profitability, despite sales falling short of projections. The company raised its FY27 EPS guidance while simultaneously cutting its revenue outlook, leading analysts to lower price targets. This performance suggests market volatility and potential challenges in consumer demand, even as the company shows confidence in future profitability through strategic adjustments and new product introductions.

Adobe's user growth is soaring, but its stock rating isn't

https://sg.finance.yahoo.com/news/adobes-user-growth-soaring-stock-214700533.html
Adobe Inc. (ADBE) reported its total user base surpassed one billion for the first time, along with record revenue and its fastest user growth in company history during its fiscal third quarter. Despite these milestones, Morgan Stanley maintained an "Underweight" rating and a $240 price target, citing concerns over unchanged full-year guidance for recurring revenue growth and operating margins, decelerating remaining performance obligations, and leadership changes. The market remains focused on Adobe's ability to convert its massive freemium user base into paying customers, a strategy that is yet to fully prove its monetization potential.

How Could Franklin Templeton (BEN) Korea Pick Shape Its Asia Pacific Growth?

https://simplywall.st/stocks/us/diversified-financials/nyse-ben/franklin-templeton/news/how-could-franklin-templeton-ben-korea-pick-shape-its-asia-p
Franklin Templeton has appointed Kim In-keun as President and CEO of Franklin Templeton Korea, a move designed to strengthen its presence in the Asia-Pacific region, particularly with large financial institutions. Kim In-keun's extensive experience with institutional and public-sector investors in Korea aligns with Franklin Templeton's strategy to expand into non-U.S. markets and institutional capital. Investors should monitor future announcements of new mandates in Korea or the wider Asia-Pacific region to assess the success of this strategic leadership change.

GE Healthcare in Talks To Acquire Sofie Biosciences, Maker of Cancer Scan Chemicals

https://www.benzinga.com/markets/equities/26/09/61755546/ge-healthcare-in-talks-to-acquire-sofie-biosciences-a-maker-of-cancer-scan-chemicals
GE Healthcare Technologies (NASDAQ: GEHC) is reportedly in talks to acquire Sofie Biosciences for $1 billion to bolster its pharmaceutical diagnostics division, which manufactures chemicals for cancer scans. This potential acquisition would be GE Healthcare's second-largest since its spin-off from General Electric, as the company has struggled with its stock performance despite analyst bullishness and a significant investment from Nelson Peltz's Trian Fund Management.
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Boston Scientific (BSX) Didn’t Miss on Demand or Devices. A Cyberattack Just Broke Its Guidance.

https://finance.yahoo.com/healthcare/articles/boston-scientific-bsx-didn-t-193111827.html
Boston Scientific (BSX) experienced a 2.3% drop in early trading following a cyberattack on August 25, 2026, which disrupted its manufacturing and shipping. The company now expects to miss its third-quarter and full-year 2026 guidance for net sales and adjusted earnings per share, despite operations having resumed. This incident exposes operational vulnerabilities and adds near-term complications, though the demand for its products like Farapulse remains strong.

Nvidia (NVDA) Looks Cheap on Piper’s Forecasts, but the Earnings Assumptions Are the Real Test

https://finance.yahoo.com/markets/stocks/articles/nvidia-nvda-looks-cheap-piper-191328167.html
Piper Sandler initiated coverage on Nvidia (NVDA) with an Overweight rating and a $300 price target, suggesting a 34% upside. The firm views Nvidia as an AI compute leader, controlling 80% of the market by value, and estimates it trades at just 14 times fiscal 2028 earnings. However, this bullish outlook heavily depends on Nvidia achieving Piper's aggressive growth forecasts of a 47% CAGR for revenue and earnings through FY30E.

HAM:CDW Dividend: 0.44% Yield, $0.63/Share — History & Dates

https://www.gurufocus.com/stock/HAM:CDW/dividend
CDW Corp (HAM:CDW) offers a 0.44% dividend yield, paying $0.63 per share annually, with a 5-year dividend growth rate of 11.2%. The company has been consistently paying dividends since 2026, and its payout ratio is 0, indicating potential for future growth. The article provides a complete history of dividend payments, ex-dividend dates, and yield charts.

Goldman Sachs Says AI Is Driving Half of S&P 500 Earnings Growth. That Number Cuts Both Ways.

https://finance.yahoo.com/markets/stocks/articles/goldman-sachs-says-ai-driving-180024217.html
Goldman Sachs reports that AI investment spending accounts for roughly half of the S&P 500's earnings growth, largely driven by a few hyperscale buyers like Microsoft and suppliers like NVIDIA and Broadcom. While this indicates strong performance, it also highlights a concentration risk: if these key players reduce their AI capital expenditures, overall index earnings growth could significantly slow. Despite a seemingly healthy market with compressed P/E multiples, the reliance on a single capital spending cycle for much of the growth suggests a balanced rather than overwhelmingly bullish outlook.

Lululemon Stock Crashes – Is It Finally a Buy?

https://www.stl.news/lululemon-stock-crashes-is-it-finally-a-buy/
Lululemon's stock has crashed by about 52% in 2026, reaching an eight-year low, but the company remains highly profitable and financially stable with a strong balance sheet. The article explores whether this downturn presents a buying opportunity or indicates a permanent decline in its brand advantage, particularly noting the impact of declining North American sales and increasing competition. Despite financial strength, the brand's long-term value hinges on its ability to reinvigorate product desirability and navigate unpredictable trade policies.
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Two Medical Device Dividend Giants, One Better Buy: Medtronic vs. Abbott

https://247wallst.com/investing/2026/09/13/two-medical-device-dividend-giants-one-better-buy-medtronic-vs-abbott/?tpid=1660259&tv=link&tc=in_content
This article compares two medical device dividend giants, Medtronic (MDT) and Abbott Laboratories (ABT), to determine which is the better buy for retirement investors. It analyzes their dividends, underlying businesses, and valuations, concluding that Medtronic offers a higher yield and lower earnings multiple, making it suitable for income investors. Abbott, with its longer dividend streak and diversified business, is presented as a better option for those in accumulation mode with a long investment horizon.

Community Trust Bancorp, Inc. (NASDAQ:CTBI) to Issue Quarterly Dividend of $0.65

https://www.marketbeat.com/instant-alerts/dividend-community-trust-bancorp-inc-nasdaq-ctbi-to-issue-quarterly-dividend-of-065-2026-09-13/
Community Trust Bancorp, Inc. (NASDAQ:CTBI) has declared a quarterly dividend of $0.65 per share, marking a 22.6% increase from its previous dividend. This dividend is payable on October 1st to shareholders of record on September 15th, representing a 3.3% yield and extending the company's 44-year streak of dividend increases. The company's earnings of $1.64 per share for the quarter surpassed analyst estimates, and analysts maintain a "Moderate Buy" rating with a target price of $81.50.

Public Storage (NYSE:PSA) Plans $3.00 Quarterly Dividend

https://www.marketbeat.com/instant-alerts/dividend-public-storage-nyse-psa-plans-300-quarterly-dividend-2026-09-13/
Public Storage (NYSE:PSA) has declared a $3.00-per-share quarterly dividend, payable on October 6th to shareholders of record on September 15th. While the current payout ratio is high at 113.1%, analysts expect future earnings to significantly lower this to 68.8%. The company recently reported adjusted earnings of $4.17 per share, exceeding estimates, and revenue of $1.23 billion.

Cenovus Energy Inc. (TSE:CVE) to Issue Quarterly Dividend of $0.22

https://www.marketbeat.com/instant-alerts/dividend-cenovus-energy-inc-tse-cve-to-issue-quarterly-dividend-of-022-2026-09-13/
Cenovus Energy Inc. (TSE:CVE) has declared a quarterly dividend of C$0.22 per share, payable on September 29th to shareholders of record on the same day, resulting in an indicated dividend yield of approximately 1.9%. The company's shares are trading near their 52-week high, with a market capitalization of C$84.63 billion, and it recently reported strong quarterly earnings and revenue. Insider transactions show significant share sales by Director Alex Pourbaix and insider John F. Soini over the past three months.

Geron Sees RYTELO Revenue Near High End of 2026 Guidance as Community Use Expands

https://finance.yahoo.com/healthcare/articles/geron-sees-rytelo-revenue-near-140156883.html
Geron anticipates RYTELO's 2026 revenue to be at the higher end of its $230 million–$240 million guidance, driven by consistent growth, a 24% increase in first-half revenue, and reduced operating expenses. The company is strategically expanding RYTELO's use in community settings and focusing on earlier-line treatment for lower-risk MDS patients, while also exploring partnership options for European markets. Geron maintains strong financial flexibility with over $320 million in cash and is engaged in regulatory discussions regarding its myelofibrosis study.
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3 Super-Regional Banks Still Crushing Dividend Payouts Even After the Rate Whiplash

https://247wallst.com/investing/2026/09/13/3-super-regional-banks-still-crushing-dividend-payouts-even-after-the-rate-whiplash/
Despite recent financial stress tests on regional banks, a select group of super-regional banks have maintained strong dividend payouts, with some even increasing them. This article highlights three such banks—U.S. Bancorp, PNC Financial Services, and Truist Financial—detailing their financial health, dividend policies, and the factors contributing to their resilience. It emphasizes their robust capital cushions and revenue models that have allowed them to navigate interest rate fluctuations.

GLXG: Galaxy Payroll Group Ltd Latest Stock Price, Analysis, News and Trading Ideas

https://stocktwits.com/symbol/GLXG
This article provides a brief overview of Galaxy Payroll Group Ltd (GLXG), including its current stock price of $1.10, an increase of 14.39%, and key financial metrics like market capitalization ($3.25M) and PE Ratio (-6.88). It also highlights a recent news item regarding a securities class action investigation involving the company.

PayPal Stock Is Down But Is the Company Broken?

https://www.stl.news/paypal-stock-is-down-but-is-the-company-broken/
PayPal's stock has experienced a significant decline from its pandemic-era highs, leading investors to question its future growth and competitive position amidst new threats like AI and increased competition from other tech giants. Despite the stock's poor performance, the company remains profitable, generates billions in free cash flow, and is actively returning capital to shareholders through buybacks and dividends. The article explores whether PayPal's current valuation represents a potential turnaround opportunity or if its strategic and competitive challenges will lead to further decline.

Seagate Sees Storage Demand Outpacing Supply as AI and Cloud Drive HDD Growth

https://finance.yahoo.com/technology/articles/seagate-sees-storage-demand-outpacing-130159369.html
Seagate Technology expects demand for hard disk drives (HDDs) to continue outstripping supply through fiscal 2027, driven by public-cloud spending, enterprise data centers, and AI applications. The company is focusing on increasing storage capacity through HAMR technology, aiming for 25% annual exabyte growth. Seagate also plans to boost shareholder returns through share repurchases and dividends, supported by strong cash flow and favorable pricing.

CPI Aerostructures Inc (FRA:WCP) Stock Price, Trades & News

https://www.gurufocus.com/stock/FRA:WCP/summary?mobile
This article provides a detailed overview of CPI Aerostructures Inc (FRA:WCP), including its current stock price, key financial metrics, business description, and various financial strength and profitability ranks. It highlights the company's involvement in manufacturing structural aircraft parts for both commercial and defense markets and offers insights into its valuation and warning signs detected by GuruFocus.
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Sundar Pichai Says Alphabet's Cloud Backlog Hit $514 Billion After 82% Revenue Growth Last Quarter. Is Google Cloud Becoming a Bigger Growth Driver Than Search?

https://www.fool.com/investing/2026/09/13/sundar-pichai-alphabets-backlog-514-billion/
Alphabet's Google Cloud reported an 82% year-over-year revenue growth in Q2 2026, with its backlog reaching $514 billion, exceeding the company's trailing 12-month revenue. While Search currently remains Alphabet's primary revenue and profit driver, the substantial growth and backlog in Google Cloud suggest it is poised to become the largest long-term growth engine, as only a small percentage of overall enterprise workloads have shifted to the cloud. CEO Sundar Pichai emphasizes the significant growth potential in both Search, through AI integrations, and Cloud, indicating a long runway for both segments.

If I put £9,999.86 into Lloyds shares, how much passive income could I earn over the next 5 years?

https://uk.finance.yahoo.com/news/put-9-999-86-lloyds-073000841.html
This article analyzes the potential passive income from investing £9,999.86 in Lloyds Banking Group (LSE:LLOY) shares over the next five years, based on analyst dividend forecasts. While Lloyds has historically been a strong dividend payer, its recent share price rally has reduced its yield relative to the FTSE 100 average. The author calculates a potential total income of £2,612.04 by September 2030 but also discusses risks like economic slowdowns and potential windfall taxes, ultimately suggesting there might be better income opportunities elsewhere for new investors.

Salesforce Spent a Record $27.1 Billion on Buybacks in One Quarter. Here Is Why That Signal Matters.

https://www.fool.com/investing/2026/09/13/salesforce-spent-a-record-271-billion-on-buybacks/
Salesforce has aggressively bought back its stock, spending a record $27.1 billion in Q1 and continuing repurchases in Q2. This strategy has been validated by a significant 40% rise in the stock price following a strong Q2 report. The buybacks have boosted earnings per share and demonstrated effective capital management, reassuring investors about the company's market position despite AI concerns.

Engineers Gate Manager LP Buys Shares of 204,843 Capri Holdings Limited $CPRI

https://www.marketbeat.com/instant-alerts/filing-engineers-gate-manager-lp-buys-shares-of-204843-capri-holdings-limited-cpri-2026-09-13/
Engineers Gate Manager LP recently acquired 204,843 shares of Capri Holdings Limited, valued at approximately $3.8 million, making up 0.18% of the company's stock. Capri Holdings reported better-than-expected quarterly EPS of $0.67 on revenue of $769 million, though revenue was down 3.5% year-over-year. Analyst sentiment for CPRI is currently mixed, with an average "Hold" rating and a consensus price target of $21.93.

National Pension Service Acquires 65,383 Shares of Casey's General Stores, Inc. $CASY

https://www.marketbeat.com/instant-alerts/filing-national-pension-service-acquires-65383-shares-of-caseys-general-stores-inc-casy-2026-09-13/
National Pension Service significantly increased its stake in Casey's General Stores by 3,138.9%, acquiring an additional 65,383 shares, bringing its total to 67,466 shares valued at approximately $53.6 million. This increase comes despite a recent stock drop following strong fiscal first-quarter earnings that beat estimates, as analysts cut price targets and insiders sold shares. Casey's General Stores reported EPS of $7.37 and revenue of $5.68 billion, exceeding expectations and maintaining its fiscal 2027 outlook.
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VIRGINIA RETIREMENT SYSTEMS ET Al Invests $1.16 Million in National Beverage Corp. $FIZZ

https://www.marketbeat.com/instant-alerts/filing-virginia-retirement-systems-et-al-invests-116-million-in-national-beverage-corp-fizz-2026-09-13/
Virginia Retirement Systems purchased 37,193 shares of National Beverage Corp. (FIZZ) during the second quarter, valued at approximately $1.16 million, increasing institutional ownership to 23.95%. The company recently reported Q2 EPS of $0.50 and revenue of $330.66 million, missing analyst expectations, and paid a special dividend of $3.25 per share. Analysts maintain a "Sell" rating for FIZZ with an average target price of $32.00.

Novartis (NVS) Just Handed Monte Rosa (GLUE) A $50M Milestone

https://finance.yahoo.com/healthcare/articles/novartis-nvs-just-handed-monte-092912734.html
Novartis has paid Monte Rosa Therapeutics a $50 million milestone payment after dosing the first patient in a Phase 2 trial for MRT-6160, a VAV1-targeted drug for Sjögren's disease. This is part of a larger deal potentially worth up to $2.1 billion. While Monte Rosa is advancing other pipeline candidates and has sufficient cash into 2029, the company faces growing losses and mixed investor sentiment regarding its future trajectory.

WINTON GROUP Ltd Takes Position in Loar Holdings Inc. $LOAR

https://www.marketbeat.com/instant-alerts/filing-winton-group-ltd-takes-position-in-loar-holdings-inc-loar-2026-09-13/
WINTON GROUP Ltd has acquired a new stake in Loar Holdings Inc., purchasing 18,600 shares valued at approximately $1.5 million. This move aligns with increased institutional investor interest in Loar, an aerospace and defense manufacturer that recently reported stronger-than-expected quarterly earnings and revenue. Analysts maintain a "Moderate Buy" rating for Loar, with a consensus price target of $88.00.

VIRGINIA RETIREMENT SYSTEMS ET Al Invests $1.27 Million in Affiliated Managers Group, Inc. $AMG

https://www.marketbeat.com/instant-alerts/filing-virginia-retirement-systems-et-al-invests-127-million-in-affiliated-managers-group-inc-amg-2026-09-13/
Virginia Retirement Systems Et Al recently invested $1.27 million in Affiliated Managers Group (NYSE:AMG) by purchasing 3,760 shares. The company has seen significant institutional investment, with 95.30% of its shares owned by such investors, and positive analyst sentiment, including a "Strong Buy" rating from Zacks Research. AMG also reported strong quarterly earnings, surpassing revenue and EPS estimates.

14,300 Shares in Nabors Industries Ltd. $NBR Purchased by VIRGINIA RETIREMENT SYSTEMS ET Al

https://www.marketbeat.com/instant-alerts/filing-14300-shares-in-nabors-industries-ltd-nbr-purchased-by-virginia-retirement-systems-et-al-2026-09-13/
Virginia Retirement Systems recently acquired 14,300 shares of Nabors Industries Ltd. (NYSE:NBR), valued at approximately $1.2 million, giving it a 0.09% stake in the company. Institutional investors collectively own 81.92% of Nabors Industries, while analysts maintain a "Hold" rating with an average price target of $102.57. The company reported a quarterly loss of $2.04 per share on $814.79 million in revenue, and director David Tudor sold 3,200 shares for $295,360.
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Tidal Investments LLC Buys 38,104 Shares of Diageo plc $DEO

https://www.marketbeat.com/instant-alerts/filing-tidal-investments-llc-buys-38104-shares-of-diageo-plc-deo-2026-09-13/
Tidal Investments LLC increased its stake in Diageo plc (NYSE:DEO) by 53.2% in the second quarter, acquiring an additional 38,104 shares, bringing its total holdings to 109,743 shares valued at approximately $8.8 million. Other institutional investors also modified their holdings in the company. Diageo's stock opened at $86.67, and the company recently announced a $1.20-per-share dividend, while analysts maintain a consensus "Hold" rating with an average price target of $106.25.

Waverly Advisors LLC Reduces Stock Position in Diageo plc $DEO

https://www.marketbeat.com/instant-alerts/filing-waverly-advisors-llc-reduces-stock-position-in-diageo-plc-deo-2026-09-13/
Waverly Advisors LLC significantly reduced its stake in Diageo plc by 36.9% in the second quarter, selling 14,328 shares and retaining 24,457 shares valued at approximately $1.97 million. Despite this reduction, other institutional investors have recently increased their holdings in Diageo. The company also declared a dividend of $1.20 per share, payable on December 3rd.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Buys Shares of 147,080 Endeavour Silver Corporation $EXK

https://www.marketbeat.com/instant-alerts/filing-ubs-am-a-distinct-business-unit-of-ubs-asset-management-americas-llc-buys-shares-of-147080-endeavour-silver-corporation-exk-2026-09-13/
UBS Asset Management, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, acquired 147,080 shares of Endeavour Silver Corporation (NYSE:EXK) during the second quarter, valued at approximately $1.218 million. Institutional investors and hedge funds now collectively own 20.06% of the company. Endeavour Silver holds a "Moderate Buy" consensus rating from analysts with an average price target of $14.50, and recently reported quarterly earnings of $0.15 per share, matching expectations, with revenue slightly exceeding estimates.

236,400 Shares in The Goodyear Tire & Rubber Company $GT Purchased by WINTON GROUP Ltd

https://www.marketbeat.com/instant-alerts/filing-236400-shares-in-the-goodyear-tire-rubber-company-gt-purchased-by-winton-group-ltd-2026-09-13/
WINTON GROUP Ltd acquired 236,400 shares of The Goodyear Tire & Rubber Company (NASDAQ:GT) worth approximately $1.56 million during the second quarter, bringing institutional ownership in the company to 84.19%. Goodyear recently reported a quarterly loss of $0.61 per share on $4.25 billion in revenue, with analysts maintaining a consensus "Hold" rating and an average price target of $8.26. The stock opened at $5.37, near its 52-week low.

Community Financial System, Inc. (NYSE:CBU) Given Consensus Recommendation of "Moderate Buy" by Brokerages

https://www.marketbeat.com/instant-alerts/consensus-community-financial-system-inc-nyse-cbu-given-consensus-recommendation-of-moderate-buy-by-brokerages-2026-09-13/
Community Financial System, Inc. (NYSE:CBU) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month price target of $71.50, significantly above its current share price of $62.55. Despite slightly missing recent quarterly EPS and revenue estimates, the company reported a 12% year-over-year revenue increase and raised its quarterly dividend to $0.49 per share, offering a 3.1% yield. Insider transactions include a director's sale of shares and another director's purchase, while institutional investors have also adjusted their holdings.
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VIRGINIA RETIREMENT SYSTEMS ET Al Takes Position in Cars.com Inc. $CARS

https://www.marketbeat.com/instant-alerts/filing-virginia-retirement-systems-et-al-takes-position-in-carscom-inc-cars-2026-09-13/
Virginia Retirement Systems recently acquired 102,200 shares of Cars.com Inc. (NYSE:CARS) valued at approximately $1.12 million, reflecting continued institutional investment in the company. Cars.com reported earnings per share of $0.51, meeting analyst estimates, with revenue slightly up year-over-year. Despite recent insider selling, analysts maintain a "Hold" rating on the stock with an average target price of $14.83.

VIRGINIA RETIREMENT SYSTEMS ET Al Makes New Investment in Jefferies Financial Group Inc. $JEF

https://www.marketbeat.com/instant-alerts/filing-virginia-retirement-systems-et-al-makes-new-investment-in-jefferies-financial-group-inc-jef-2026-09-13/
Virginia Retirement Systems acquired a new stake of 26,000 shares, valued at approximately $1.3 million, in Jefferies Financial Group (NYSE:JEF) during the second quarter. Other institutional investors also increased their holdings. Despite these investments, analyst sentiment for JEF remains cautious, with an average "Hold" rating and several price target reductions following Jefferies missing analyst estimates for both earnings and revenue in its latest quarterly report.

VIRGINIA RETIREMENT SYSTEMS ET Al Invests $1.20 Million in Griffon Corporation $GFF

https://www.marketbeat.com/instant-alerts/filing-virginia-retirement-systems-et-al-invests-120-million-in-griffon-corporation-gff-2026-09-13/
Virginia Retirement Systems acquired 12,300 shares of Griffon Corporation (NYSE:GFF) worth $1.2 million in the second quarter, making it one of several institutional investors increasing their stake. Despite a 21.5% year-over-year revenue decline, Griffon's latest quarterly earnings exceeded expectations at $1.51 per share. The company maintains a "Buy" consensus rating with an average price target of $122.50, though insiders have sold a significant number of shares recently.

Engineers Gate Manager LP Makes New $3.67 Million Investment in Cinemark Holdings Inc $CNK

https://www.marketbeat.com/instant-alerts/filing-engineers-gate-manager-lp-makes-new-367-million-investment-in-cinemark-holdings-inc-cnk-2026-09-13/
Engineers Gate Manager LP has made a new $3.67 million investment in Cinemark Holdings Inc (NYSE:CNK), acquiring 115,680 shares. This comes as other major institutional investors, including BlackRock Inc. and California State Teachers Retirement System, have also increased or initiated significant holdings in the company. Cinemark recently reported stronger-than-expected quarterly results, with EPS of $1.19 and revenue of $1.09 billion, exceeding analyst estimates.

225,718 Shares in The Gap, Inc. $GAP Bought by Engineers Gate Manager LP

https://www.marketbeat.com/instant-alerts/filing-225718-shares-in-the-gap-inc-gap-bought-by-engineers-gate-manager-lp-2026-09-13/
Engineers Gate Manager LP acquired a new stake of 225,718 shares in The Gap, Inc. (NYSE:GAP) during the second quarter, valued at approximately $4.2 million, bringing their total ownership to 0.06%. This purchase comes as institutional investors collectively hold 58.81% of Gap's stock. Gap recently surpassed quarterly EPS expectations, reporting $0.52 against an estimated $0.48, despite a 2% year-over-year revenue decline.
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Engineers Gate Manager LP Has $3.68 Million Stock Position in Delek US Holdings, Inc. $DK

https://www.marketbeat.com/instant-alerts/filing-engineers-gate-manager-lp-has-368-million-stock-position-in-delek-us-holdings-inc-dk-2026-09-13/
Engineers Gate Manager LP significantly reduced its stake in Delek US Holdings, Inc. by 76.4% in the second quarter, selling 235,065 shares but still retaining 72,415 shares valued at approximately $3.68 million. Despite this reduction, institutional investors collectively own 97.01% of the stock. Delek US (NYSE:DK) reported strong quarterly earnings, exceeding analyst estimates, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $59.09.

Honda Motor Co., Ltd. (NYSE:HMC) Receives Average Recommendation of "Hold" from Analysts

https://www.marketbeat.com/instant-alerts/consensus-honda-motor-co-ltd-nyse-hmc-receives-average-recommendation-of-hold-from-analysts-2026-09-13/
Honda Motor Co., Ltd. (NYSE:HMC) has received an average "Hold" rating from analysts, with a 12-month price target of $25.00. Institutional investors have increased their holdings, collectively owning 5.32% of the stock. The company recently reported quarterly revenue of $37.27 billion and earnings of $2.14 per share, despite having negative profitability metrics.

Caesars Entertainment, Inc. $CZR Position Increased by Tidal Investments LLC

https://www.marketbeat.com/instant-alerts/filing-caesars-entertainment-inc-czr-position-increased-by-tidal-investments-llc-2026-09-13/
Tidal Investments LLC significantly increased its stake in Caesars Entertainment (NASDAQ:CZR) by 198.6% in the second quarter, now holding 292,248 shares worth approximately $8.82 million. Despite this, insider sales were substantial, with CFO Bret Yunker and CMO Josh Jones selling over 300,000 shares. Analysts maintain a consensus "Hold" rating with a $30.71 price target, following the company's recent miss on quarterly EPS estimates.

National Pension Service Reduces Position in Dollar Tree, Inc. $DLTR

https://www.marketbeat.com/instant-alerts/filing-national-pension-service-reduces-position-in-dollar-tree-inc-dltr-2026-09-13/
National Pension Service has significantly reduced its stake in Dollar Tree, Inc. by 49.5%, selling over 296,000 shares, though institutional investors still collectively own a substantial portion of the company. Despite this, Dollar Tree reported strong quarterly earnings, surpassing analyst expectations, and authorized a $2.5 billion share-buyback program. Analyst ratings remain mixed, with a consensus "Hold" but several recent price target increases.

Sequoia Financial Advisors LLC Purchases 19,665 Shares of Dollar Tree, Inc. $DLTR

https://www.marketbeat.com/instant-alerts/filing-sequoia-financial-advisors-llc-purchases-19665-shares-of-dollar-tree-inc-dltr-2026-09-13/
Sequoia Financial Advisors LLC significantly increased its stake in Dollar Tree, Inc. by 155.7% in the second quarter, acquiring an additional 19,665 shares. This brings their total holdings to 32,295 shares, valued at approximately $3.9 million. The company recently reported strong quarterly earnings, surpassing analyst estimates, and authorized a $2.5 billion share repurchase program.
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Engineers Gate Manager LP Grows Position in BorgWarner Inc. $BWA

https://www.marketbeat.com/instant-alerts/filing-engineers-gate-manager-lp-grows-position-in-borgwarner-inc-bwa-2026-09-13/
Engineers Gate Manager LP significantly increased its stake in BorgWarner Inc. (NYSE:BWA) by 85.5% in the second quarter, bringing its total holdings to 64,351 shares valued at $4.27 million. Institutional investors collectively own 95.67% of the company, and analysts maintain a "Moderate Buy" rating with an average price target of $78.86. BorgWarner recently exceeded earnings and revenue estimates, declared a quarterly dividend of $0.17, and authorized a $1 billion share repurchase program.

National Pension Service Has $54.85 Million Stock Position in ResMed Inc. $RMD

https://www.marketbeat.com/instant-alerts/filing-national-pension-service-has-5485-million-stock-position-in-resmed-inc-rmd-2026-09-13/
The National Pension Service increased its stake in ResMed Inc. by 15.5% in Q2, bringing its total holding to 281,465 shares valued at $54.85 million. ResMed reported strong quarterly earnings, beating expectations with $2.95 EPS and $1.46 billion in revenue, and subsequently raised its quarterly dividend to $0.66 per share. Despite significant insider selling totaling $5.26 million, analysts maintain a consensus "Hold" rating with an average price target of $240.31.

Ambev S.A. $ABEV Shares Sold by Tidal Investments LLC

https://www.marketbeat.com/instant-alerts/filing-ambev-sa-abev-shares-sold-by-tidal-investments-llc-2026-09-13/
Tidal Investments LLC has reduced its stake in Ambev S.A. by 15.9% in the second quarter, selling 488,057 shares but still retaining 2.58 million shares valued at $8.09 million. Ambev reported quarterly earnings of $0.04 per share, meeting estimates, with revenue of $3.89 billion falling short of the $4.05 billion consensus. Analyst sentiment is cautious, with a consensus "Reduce" rating and a target price of $3.08.

Labcorp Holdings Inc. $LH Shares Purchased by Tidal Investments LLC

https://www.marketbeat.com/instant-alerts/filing-labcorp-holdings-inc-lh-shares-purchased-by-tidal-investments-llc-2026-09-13/
Tidal Investments LLC increased its stake in Labcorp Holdings Inc. by 12.4% during the second quarter, bringing its total holdings to 30,559 shares valued at approximately $8.6 million. This comes as Labcorp exceeded earnings expectations, reaffirmed its 2026 adjusted EPS guidance, and several other institutional investors also increased their positions. Despite a recent stock decline, analysts maintain a "Moderate Buy" consensus for Labcorp.

Mettler-Toledo International, Inc. $MTD Shares Purchased by National Pension Service

https://www.marketbeat.com/instant-alerts/filing-mettler-toledo-international-inc-mtd-shares-purchased-by-national-pension-service-2026-09-13/
National Pension Service increased its stake in Mettler-Toledo International, Inc. by 7.9% in Q2, acquiring 2,916 shares to bring its total holding to $50.7 million. The company reported strong Q2 earnings of $11.46 per share, surpassing estimates, with revenue rising 4.5% to $1.03 billion. Despite mixed analyst ratings and recent insider stock sales, institutional investors collectively own 95.07% of the company.
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