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Earnings
MarketBeat • Sep 11, 2026
WINTON GROUP Ltd Acquires New Position in CenterPoint Energy, Inc. $CNP

WINTON GROUP Ltd has acquired a new position in CenterPoint Energy, Inc. (NYSE:CNP) during the second quarter, purchasing 78,786 shares valued at approximately $3.47 million. CenterPoint Energy reported strong quarterly results, beating EPS and revenue estimates, and reaffirmed its FY 2026 EPS guidance while also raising its quarterly dividend. Analysts currently rate the stock as a "Moderate Buy" with an average price target of $45.36.

Earnings
MarketBeat • Sep 11, 2026
The Manufacturers Life Insurance Company Has $522.75 Million Stock Holdings in Transdigm Group Incorporated $TDG

The Manufacturers Life Insurance Company significantly increased its holdings in TransDigm Group (NYSE:TDG) by 106.4% in Q2, acquiring an additional 202,300 shares, bringing their total to 392,447 shares valued at $522.75 million. This move coincides with institutional investors collectively owning 95.78% of TDG, while company insiders sold nearly $48 million worth of stock last quarter. TransDigm Group also reported strong quarterly earnings, beating analyst expectations with $10.87 EPS and $2.

Earnings
MarketBeat • Sep 11, 2026
The Manufacturers Life Insurance Company Cuts Stock Holdings in Philip Morris International Inc. $PM

The Manufacturers Life Insurance Company reduced its stake in Philip Morris International Inc. by 10.7% in Q2, selling 121,426 shares but still holding over 1 million shares valued at $183 million. Despite this, analysts maintain a "Moderate Buy" rating with an average price target of $205.89, following Philip Morris's recent earnings beat of $2.20 EPS and $11.19 billion in revenue, exceeding expectations. The company also provided Q3 2026 EPS guidance of $2.20-$2.25.

Earnings
MarketBeat • Sep 11, 2026
Tidal Investments LLC Purchases 12,436 Shares of Emerson Electric Co. $EMR

Tidal Investments LLC increased its stake in Emerson Electric Co. (NYSE:EMR) by 12.4% during the second quarter, acquiring an additional 12,436 shares to bring its total holdings to 112,536 shares valued at $16.1 million. Other institutional investors also adjusted their positions in EMR, which reported strong quarterly earnings and maintained its fiscal 2026 EPS guidance. The company also declared a quarterly dividend of $0.555, resulting in an annualized yield of 1.5%.

Earnings
MarketBeat • Sep 11, 2026
Tidal Investments LLC Purchases 8,673 Shares of Ross Stores, Inc. $ROST

Tidal Investments LLC increased its stake in Ross Stores (NASDAQ:ROST) by 14.2% during the second quarter, purchasing an additional 8,673 shares to bring its total holding to $14.8 million. Institutional investors now own 86.86% of the company, which recently reported strong quarterly earnings with EPS of $2.66 and revenue of $6.26 billion, alongside declaring a $0.445 quarterly dividend. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $263.76 for Ross Stores.

Earnings
MarketBeat • Sep 11, 2026
Tidal Investments LLC Purchases 43,207 Shares of Medtronic PLC $MDT

Tidal Investments LLC increased its stake in Medtronic PLC by 17.5% during the second quarter, acquiring an additional 43,207 shares to bring its total holdings to 290,007 shares valued at $22.7 million. Medtronic reported strong quarterly results, exceeding expectations with adjusted EPS of $1.45 and revenue of $9.76 billion, a 13.7% year-over-year increase. Analysts currently hold a "Moderate Buy" consensus rating for MDT with an average price target of $103.92, while the company also declared

Earnings
MarketBeat • Sep 11, 2026
CVS Health Corporation $CVS Shares Bought by Tidal Investments LLC

Tidal Investments LLC increased its stake in CVS Health Corporation by 14.6% in the second quarter, bringing its total holdings to 235,491 shares valued at approximately $24.4 million. This comes as CVS Health reported strong quarterly earnings, exceeding consensus estimates with $2.58 EPS and $106.1 billion in revenue. Despite positive analyst sentiment and an attractive valuation, the company faces risks from elevated medical costs and concerns regarding Aetna's margins.

Earnings
Investing.com • Sep 11, 2026
Wells Fargo initiates Bread Financial stock with $115 target

Wells Fargo has initiated coverage on Bread Financial Holdings (NYSE:BFH) with an Equal Weight rating and a price target of $115. The firm notes that Bread Financial has significantly outperformed its card-issuing peers, driven by improvements in its balance sheet and credit metrics. The company's loan growth, new partnerships, and declining net charge-off rates are key factors contributing to its positive momentum.

Earnings
MarketBeat • Sep 11, 2026
United Rentals, Inc. $URI Stake Reduced by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company reduced its stake in United Rentals (URI) by 6.0% in Q2 2026, selling 40,058 shares and retaining 632,126 shares valued at $716.1 million. Despite this reduction, institutional investors collectively own 96.26% of the company. United Rentals exceeded quarterly expectations with EPS of $12.76 and revenue of $4.41 billion, and analysts maintain a "Moderate Buy" rating with an average price target of $1,230.88.

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