
DE Burlo Group Inc. increased its stake in Autodesk, Inc. (NASDAQ:ADSK) by 8.7% in the fourth quarter, bringing its total holding to 125,188 shares valued at $37.06 million, making Autodesk its fifth-largest holding. This news comes as Autodesk reported stronger-than-expected quarterly results, with EPS of $2.99 and revenue of $1.93 billion, despite a 3.5% drop in stock price to $198.43. Analysts generally maintain a "Moderate Buy" rating with an average target price of $327.21 for the software company.

Dymon Asia Capital Singapore PTE. LTD. has acquired a new stake of 17,263 shares in AMETEK, Inc. (NYSE:AME) during the fourth quarter, valued at approximately $3.54 million. This investment makes AMETEK the 27th biggest holding for Dymon Asia, representing 0.3% of its investment portfolio. Other institutional investors have also adjusted their holdings in AMETEK, and the company recently announced a quarterly dividend and strong earnings report.

Landscape Capital Management L.L.C. increased its stake in Howmet Aerospace Inc. (NYSE:HWM) by 28.4% during the fourth quarter, bringing their total holdings to $5.88 million. Other institutional investors also adjusted their positions in HWM, which has received a consensus "Moderate Buy" rating from analysts with an average target price of $285.53. The company recently reported strong quarterly earnings, topping estimates, and announced a quarterly dividend.

Dockside LLC recently acquired a new stake of 120,426 shares in APA Corporation, valued at approximately $2.95 million, according to its Q4 SEC filing. Other major institutional investors like Goldman Sachs, AQR Capital Management, Morgan Stanley, Dimensional Fund Advisors, and Northern Trust Corp also significantly increased their holdings in APA Corporation. Despite some insider selling by a director and a VP, the company holds an average analyst rating of "Hold" with an average price target of $41.04, and recently announced a quarterly dividend.

Landscape Capital Management L.L.C. significantly increased its stake in Keurig Dr Pepper (NASDAQ:KDP) by 1,399.8% in the fourth quarter, bringing its total holdings to 194,777 shares valued at $5.46 million. Other institutional investors also added to their positions, with 93.99% of KDP shares now held by hedge funds and institutions. The stock currently holds an average "Hold" rating from analysts with an average price target of $32.00, while the company recently reported Q1 EPS of $0.39, exceeding estimates.

DE Burlo Group Inc. significantly reduced its stake in Republic Services (NYSE: RSG) by 48.2% in Q4, holding 31,883 shares valued at $6.76 million. Despite this, Republic Services reported strong Q1 earnings, beating analyst estimates with $1.70 EPS and revenue up 2.6% to $4.11 billion. The company maintains a "Moderate Buy" consensus rating from analysts, with a target price of $243.26, and announced a quarterly dividend of $0.625 per share.

Clear Street Group Inc. significantly increased its holdings in SoFi Technologies, Inc. (NASDAQ:SOFI) by 279.3% in the fourth quarter, now owning over 1.3 million shares valued at $34.26 million. Several other institutional investors also adjusted their stakes in SoFi, highlighting diverse institutional interest. Despite a recent sell-off, analysts maintain a "Hold" rating on SOFI with an average price target of $22.56, while the company demonstrated strong Q4 2025 earnings and positive revenue growth projections.

Landscape Capital Management L.L.C. recently purchased 88,444 shares of Dollar General Corporation (NYSE:DG) totaling approximately $11.74 million, making DG its 13th largest holding. The article details other institutional investments, Dollar General's stock performance, recent financial results showing a beat on EPS, a declared quarterly dividend, and a summary of recent analyst sentiment and ratings.

LM Advisors LLC significantly reduced its stake in SoFi Technologies (NASDAQ:SOFI) by 97.5% in the fourth quarter, selling over 123,000 shares and retaining only 3,150 shares. Despite this large sale, other major institutional investors like Vanguard, State Street, Geode, and Morgan Stanley increased their positions in SoFi. The article also notes mixed analyst sentiment, recent insider selling, and the company's strong revenue growth, with its latest earnings beating revenue estimates.

DE Burlo Group Inc. significantly increased its stake in lululemon athletica inc. by 23% in the fourth quarter, now holding 73,925 shares valued at approximately $15.36 million. Despite insider buying activity from CEO Andre Maestrini and director Charles V. Bergh, analysts have grown more cautious, leading to a "Reduce" consensus rating and an average price target of $154.26, while the stock trades below its 200-day average. The company recently reported earnings that beat consensus estimates for revenue and EPS for the last quarter.
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