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Earnings
MarketBeat • Sep 13, 2026
National Pension Service Boosts Position in Ingersoll Rand Inc. $IR

National Pension Service increased its stake in Ingersoll Rand Inc. by 10.8% in Q2, acquiring an additional 62,411 shares and bringing its total to 639,205 shares valued at $52.4 million. Other institutional investors also adjusted their positions, with overall institutional ownership at 95.27%. Ingersoll Rand recently reported strong Q2 earnings, beating analyst estimates, and announced a quarterly dividend.

Earnings
Yahoo Finance • Sep 12, 2026
Jim Cramer Notes lululemon (LULU) is “Executing Really Poorly”

Jim Cramer commented that Lululemon (LULU) is "executing really poorly" due to abysmal performance, declining revenue, and a cut in its fiscal 2026 forecast. The athleisure company faces challenges with comparable sales, product reception, and a shrinking market share, leading Cramer to suggest a potential downside to $85. Hedge fund ownership also decreased in Q2, indicating market caution.

Earnings
MarketBeat • Sep 12, 2026
Dollar Tree (NASDAQ:DLTR) Stock Unloaded Rep. Gilbert Ray Cisneros, Jr.

Rep. Gilbert Ray Cisneros Jr. sold between $15,001 and $50,000 of Dollar Tree stock on August 19, 2026, according to a congressional disclosure. This sale occurred while Dollar Tree reported strong quarterly results, with EPS of $2.70 against a $1.15 consensus and a 7% revenue increase year-over-year. The company also authorized a $2.5 billion share-repurchase program, and institutional investors own 97.4% of its shares.

Earnings
MarketBeat • Sep 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al Buys Shares of 2,160 Cummins Inc. $CMI

Virginia Retirement Systems initiated a new position in Cummins Inc. (NYSE:CMI) by purchasing 2,160 shares valued at approximately $1.54 million. This move is part of broader institutional investment, with 83.46% of Cummins stock owned by hedge funds and other institutional investors. Despite a recent earnings per share miss, the company increased its quarterly dividend to $2.20 per share, and analysts maintain a "Moderate Buy" consensus with an average price target of $764.54.

Earnings
MarketBeat • Sep 12, 2026
Sequoia Financial Advisors LLC Has $4.92 Million Position in Huntington Ingalls Industries, Inc. $HII

Sequoia Financial Advisors LLC significantly increased its stake in Huntington Ingalls Industries (HII) by 37% in Q2, bringing its total holdings to 17,592 shares valued at $4.92 million. This move is part of a broader trend of institutional investors holding 90.46% of HII's stock. Despite a recent stock dip and insider selling, analysts maintain a "Moderate Buy" rating for HII, with the company demonstrating strong quarterly earnings and revenue growth.

Earnings
MarketBeat • Sep 12, 2026
Tidal Investments LLC Cuts Position in Expand Energy Corporation $EXE

Tidal Investments LLC reduced its stake in Expand Energy Corporation (NASDAQ:EXE) by 40% in the second quarter, selling 96,000 shares but still retaining a significant holding valued at $13.2 million. Despite this reduction, institutional investors collectively own a substantial 97.93% of EXE. Analysts generally maintain a "Moderate Buy" rating for the stock, with an average price target of $127.16, even as the company reported mixed Q2 results with an EPS beat but a revenue miss.

Earnings
MarketBeat • Sep 12, 2026
The Manufacturers Life Insurance Company Trims Stake in Verizon Communications Inc. $VZ

The Manufacturers Life Insurance Company decreased its stake in Verizon Communications Inc. by 5% in the second quarter, selling 186,001 shares but still holding 3.50 million shares worth $148.1 million. Despite this, institutional investors collectively own 62.06% of Verizon. The company reported strong Q2 earnings, beating EPS estimates, and maintains a quarterly dividend of $0.7075 per share, offering a 5.6% yield, while analysts generally hold a "Hold" rating with a target price of $50.97.

Earnings
MarketBeat • Sep 12, 2026
WINTON GROUP Ltd Has $2.20 Million Stake in XPO, Inc. $XPO

WINTON GROUP Ltd significantly increased its stake in XPO, Inc. (NYSE:XPO) by 311.5% in the second quarter, now holding 10,700 shares valued at approximately $2.20 million. This move is part of broader institutional investor activity, with hedge funds and institutional investors collectively owning 97.73% of XPO. The company reported strong quarterly earnings, beating analyst estimates, and analysts maintain a "Moderate Buy" consensus rating for the stock.

Earnings
MarketBeat • Sep 12, 2026
The Manufacturers Life Insurance Company Buys 276,221 Shares of Cincinnati Financial Corporation $CINF

The Manufacturers Life Insurance Company significantly increased its stake in Cincinnati Financial Corporation (NASDAQ:CINF) by 336.1% in the second quarter, acquiring an additional 276,221 shares. This brings their total holdings to 358,395 shares, valued at approximately $66.4 million. Despite the company missing its quarterly EPS estimates, analysts maintain a "Moderate Buy" consensus rating for Cincinnati Financial, with an average price target of $195.40, and the company recently announced

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