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Everyday Economic News
Landscape Capital Management L.L.C. Raises Stock Position in Expedia Group, Inc. $EXPE
Landscape Capital Management L.L.C. increased its stake in Expedia Group, Inc. (NASDAQ:EXPE) by 44.6% during the fourth quarter, bringing their total holdings to 28,226 shares valued at $7,997,000. Other institutional investors also adjusted their positions in Expedia Group, which currently has a "Hold" rating from analysts with an average target price of $284.42. The company recently announced a quarterly dividend of $0.48 per share.
DE Burlo Group Inc. Raises Position in Netflix, Inc. $NFLX
DE Burlo Group Inc. significantly increased its stake in Netflix, Inc. (NASDAQ:NFLX) by 507.2% during the fourth quarter, now owning 138,360 shares valued at $12.97 million and making it 1.6% of their portfolio. Despite this increased institutional interest, Netflix faces mixed sentiment due to insider selling and a recent stock drop, along with analysts issuing a "moderate buy" consensus with an average price target of $114.39. The company reported strong Q1 2026 earnings of $1.23 per share, beating estimates, and revenue growth of 16.2%, though some analysts noted a lack of near-term catalysts.
Knollwood Investment Advisory LLC Has $10.62 Million Position in Netflix, Inc. $NFLX
Knollwood Investment Advisory LLC significantly increased its stake in Netflix, Inc. by 623.5% in the fourth quarter, now holding 113,260 shares valued at $10.62 million. Institutional investors collectively own 80.93% of Netflix stock, with major firms like Vanguard and State Street also boosting their positions. Despite some recent stock weakness, Netflix reported strong quarterly results, beating analyst estimates, and maintains a "Moderate Buy" consensus rating with an average price target of $114.39.
Epoch Investment Partners Inc. Has $86.39 Million Stock Position in Philip Morris International Inc. $PM
Epoch Investment Partners Inc. reduced its stake in Philip Morris International Inc. by 6.2% in the fourth quarter, now holding shares valued at $86.39 million. Other large institutional investors, including Capital International Investors and Capital Research Global Investors, significantly increased their holdings in the tobacco company. Analysts have assigned Philip Morris International an average "Moderate Buy" rating with an average target price of $192.88.
Knollwood Investment Advisory LLC Has $3.40 Million Stake in Fortinet, Inc. $FTNT
Knollwood Investment Advisory LLC reduced its stake in Fortinet (NASDAQ:FTNT) by 30.3% in the fourth quarter, selling 18,556 shares and retaining 42,771 shares valued at $3.4 million. Despite recent insider selling, Fortinet reported stronger-than-expected quarterly results, with EPS of $0.82 on $1.85 billion revenue, and raised its fiscal 2026 guidance. Analysts, however, hold a cautious "Hold" consensus rating with an average price target of $107.77.
Landscape Capital Management L.L.C. Grows Holdings in Caesars Entertainment, Inc. $CZR
Landscape Capital Management L.L.C. significantly increased its stake in Caesars Entertainment (NASDAQ: CZR) by 123.5% in the fourth quarter, now owning 415,632 shares worth approximately $9.7 million. This increase occurred despite notable insider selling from company directors and executives, totaling about $8.6 million in the last three months. Caesars Entertainment maintains a "Hold" consensus rating from analysts, and its stock faces a legal overhang due to investigations into a proposed sale to Fertitta Entertainment.
LM Advisors LLC Has $166,000 Stock Holdings in Palo Alto Networks, Inc. $PANW
LM Advisors LLC significantly reduced its stake in Palo Alto Networks Inc. by 80.5% in the fourth quarter, selling over 3,700 shares and ending with $166,000 worth of stock. Despite this reduction by one firm, other institutional investors increased their holdings, maintaining a broad professional interest with institutions owning 79.82% of the company. Wall Street analysts continue to hold a "Moderate Buy" rating, with an average target price of $306.59, following strong fiscal Q3 earnings and raised guidance.
Conagra Brands $CAG is Landscape Capital Management L.L.C.'s 6th Largest Position
Landscape Capital Management L.L.C. significantly increased its stake in Conagra Brands (CAG) by 534.6% in the fourth quarter, making it their sixth-largest holding with 1,003,849 shares valued at $17.4 million. This move comes amidst cautious analyst ratings, with a consensus "Reduce" and an average price target of $14.33, following the company's recent earnings miss but slight revenue beat. Additionally, two Conagra directors purchased shares in mid-April, signaling insider confidence despite the overall analyst sentiment.
LM Advisors LLC Sells 4,981 Shares of Essex Property Trust, Inc. $ESS
LM Advisors LLC significantly reduced its stake in Essex Property Trust by 75.5% in Q4, selling 4,981 shares and retaining 1,619 shares valued at $424,000. Insider selling also occurred, with Director Mary Kasaris disposing of 600 shares, decreasing her holdings by 20%. Despite mixed Wall Street sentiment with a consensus Hold rating and a target price of $288.44, Essex Property Trust announced a quarterly dividend of $2.59 per share, even after missing earnings estimates.
Clear Street Group Inc. Grows Stake in Enphase Energy, Inc. $ENPH
Clear Street Group Inc. significantly increased its stake in Enphase Energy, Inc. by 660% in the fourth quarter, holding 237,511 shares valued at approximately $7.6 million. This increase comes as other institutional investors have also adjusted their holdings in the semiconductor company. Enphase Energy recently reported better-than-expected quarterly earnings but saw a year-over-year revenue decrease, with a mix of insider buying and selling activity and an overall "Hold" rating from analysts.