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Earnings
MarketBeat • 12h ago
Oliver Luxxe Assets LLC Trims Position in GE Vernova Inc. $GEV

Oliver Luxxe Assets LLC reduced its stake in GE Vernova Inc. by 18.5% in the second quarter, selling 2,901 shares but still holding 12,804 shares valued at $15 million, making it their largest holding. Despite this, GE Vernova reported strong quarterly revenue of $11.10 billion, up 21.9% year-over-year, although its earnings per share missed analyst estimates. Analysts largely maintain a "Moderate Buy" rating with an average price target of $1,133.15, and the company also declared a $0.50 quarte

Earnings
MarketBeat • 12h ago
Oliver Luxxe Assets LLC Sells 11,704 Shares of Timken Company (The) $TKR

Oliver Luxxe Assets LLC reduced its stake in The Timken Company by 38.0% in the second quarter, selling 11,704 shares and retaining 19,129 shares valued at $2.78 million. Despite this, institutional investors collectively own 89.08% of Timken's stock. The company recently reported stronger-than-expected quarterly results, issued positive fiscal 2026 EPS guidance, and declared a quarterly dividend of $0.36 per share, maintaining a "Moderate Buy" rating from analysts.

Earnings
MarketBeat • 12h ago
Oliver Luxxe Assets LLC Has $8.71 Million Stock Position in Freeport-McMoRan Inc. $FCX

Oliver Luxxe Assets LLC reduced its stake in Freeport-McMoRan Inc. by 19% in the second quarter, holding 138,481 shares valued at approximately $8.71 million. Despite this reduction and some insider selling, analysts maintain a "Moderate Buy" rating for FCX with an average price target of $70.27, and the company recently beat earnings and revenue expectations while declaring a dividend.

Earnings
MarketBeat • 12h ago
Oliver Luxxe Assets LLC Takes Position in Deere & Company $DE

Oliver Luxxe Assets LLC recently acquired 6,348 shares of Deere & Company, valued at $4.0 million, according to its latest SEC filing. Institutional investors now collectively own 68.58% of Deere's stock. Despite some lowered price targets from analysts, the company maintains a "Moderate Buy" consensus rating, with recent quarterly earnings and revenue exceeding expectations, and a declared quarterly dividend of $1.62 per share.

Markets
MarketBeat • 12h ago
Hennion & Walsh Asset Management Inc. Increases Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Hennion & Walsh Asset Management Inc. significantly increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 29.2% in the second quarter, bringing its total to 20,865 shares valued at approximately $9.96 million. This increase reflects positive sentiment driven by accelerating AI-chip demand, a substantial capital-spending program, and expectations of limited advanced-chip capacity. Analysts maintain a "Buy" rating for TSM with an average price target of $496.25, furthe

Markets
MarketBeat • 12h ago
Lowe's Companies, Inc. $LOW Shares Sold by Maj Invest Holding A S

Maj Invest Holding A S reduced its stake in Lowe's Companies (NYSE:LOW) by 11.7% in the second quarter, selling 61,461 shares. Despite this, Lowe's remains a significant part of their portfolio, accounting for 4.7% of their investments. Other institutional investors adjusted their positions, while company insiders also sold shares, totaling over $5.7 million in sales during the last ninety days.

Earnings
MarketBeat • 12h ago
Hennion & Walsh Asset Management Inc. Sells 4,758 Shares of Broadcom Inc. $AVGO

Hennion & Walsh Asset Management Inc. reduced its stake in Broadcom Inc. by 7.5% in the second quarter, selling 4,758 shares but still retaining 58,483 shares valued at approximately $22.1 million. Broadcom reported strong financial results with $22.19 billion in quarterly revenue, driven by significant demand in AI semiconductors, and maintains a "Moderate Buy" consensus from analysts with an average price target of $493.24. Despite the positive outlook and a quarterly dividend, the company's h

Earnings
MarketBeat • 12h ago
Hennion & Walsh Asset Management Inc. Grows Stock Holdings in Howmet Aerospace Inc. $HWM

Hennion & Walsh Asset Management Inc. increased its stake in Howmet Aerospace Inc. (NYSE:HWM) by 13.5% in the second quarter, bringing its total holdings to 42,505 shares valued at $11.4 million. The company recently reported strong second-quarter results with revenue up 24.1% year over year and raised its 2026 EPS outlook, driven by increasing aerospace production and aftermarket demand. Despite positive analyst ratings and a consensus "Moderate Buy," the stock's valuation is considered elevate

Earnings
MarketBeat • 12h ago
Hennion & Walsh Asset Management Inc. Has $21.49 Million Stake in Analog Devices, Inc. $ADI

Hennion & Walsh Asset Management Inc. has reduced its stake in Analog Devices (NASDAQ:ADI) by 5.1% in the second quarter, now holding 54,099 shares valued at $21.49 million. Despite this, institutional investors collectively own 86.81% of the semiconductor company. Analog Devices exceeded Q2 expectations with $3.09 EPS and $3.62 billion in revenue, offering Q3 2026 EPS guidance of $3.15 to $3.45 and a $1.10 quarterly dividend, while analysts maintain a "Moderate Buy" rating with an average price

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