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Earnings
MarketBeat • Sep 17, 2026
Corient Private Wealth LP Raises Holdings in Devon Energy Corporation $DVN

Corient Private Wealth LP significantly increased its stake in Devon Energy Corporation (DVN) by 62.1% in the second quarter, now owning 214,019 shares valued at $8.84 million. Other major institutional investors like BlackRock Inc. and Wellington Management Group LLP also substantially boosted their holdings in DVN. The article highlights positive factors such as strong quarterly results, a proposed Permian pipeline, and a consistent dividend, despite risks from oil-price volatility.

Earnings
MarketBeat • Sep 17, 2026
Corient Private Wealth LP Has $9.96 Million Position in Expedia Group, Inc. $EXPE

Corient Private Wealth LP decreased its stake in Expedia Group, Inc. by 32.9% in the second quarter, now holding 38,929 shares valued at $9.96 million. Institutional investors collectively own 90.76% of EXPE, while analysts maintain a "Hold" rating with an average price target of $316.79. Expedia reported strong quarterly earnings and revenue, beating estimates, and declared a quarterly dividend of $0.48 per share.

Earnings
MarketBeat • Sep 17, 2026
DuPont de Nemours, Inc. $DD Shares Sold by Corient Private Wealth LP

Corient Private Wealth LP significantly reduced its stake in DuPont de Nemours (NYSE:DD) by 66.8% in the second quarter of 2026, selling 151,831 shares and retaining 75,599 shares valued at approximately $10.25 million. Despite this, DuPont de Nemours reported strong quarterly earnings of $1.88 EPS, surpassing expectations, and analysts maintain a "Moderate Buy" rating with an average price target of $166.60. The company also announced a quarterly dividend of $0.60 per share.

Earnings
MarketBeat • Sep 17, 2026
Synchrony Financial $SYF Shares Sold by Corient Private Wealth LP

Corient Private Wealth LP reduced its stake in Synchrony Financial (NYSE:SYF) by 14.7% in the second quarter, selling 26,753 shares. Despite this sale, Synchrony Financial holds a "Moderate Buy" rating from analysts with an average price target of $88.24. The company recently reported strong quarterly earnings, beating estimates, and increased its quarterly dividend.

Earnings
MarketBeat • Sep 17, 2026
Apollo Global Management Inc. $APO Shares Sold by Waverly Advisors LLC

Waverly Advisors LLC significantly reduced its stake in Apollo Global Management Inc. by 78.9% in the second quarter, selling 14,088 shares, though institutional investors still collectively own 77.06% of the company. Despite CFO Martin Kelly also selling a portion of his shares, insiders retain an 8.30% ownership. The company reported quarterly EPS below analyst consensus and revenue that missed estimates, yet analysts maintain a "Moderate Buy" rating with an average price target of $152.15.

Markets
MarketBeat • Sep 17, 2026
Burr Financial Services LLC Takes Position in Amazon.com, Inc. $AMZN

Burr Financial Services LLC has acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN), purchasing 13,948 shares valued at approximately $3.3 million during the second quarter. This investment makes Amazon the ninth-largest holding in Burr Financial Services' portfolio, representing 2.1% of its total investments. The article highlights significant institutional ownership of Amazon, a "Moderate Buy" consensus rating from analysts, and discusses both positive and negative news impacting the com

Earnings
MarketBeat • Sep 17, 2026
E Fund Management Co. Ltd. Takes Position in Amazon.com, Inc. $AMZN

E Fund Management Co. Ltd. has acquired a new position in Amazon.com, Inc. stock, purchasing 277,655 shares valued at approximately $66.2 million, making Amazon 1.5% of its portfolio. This investment comes as institutional investors collectively own 72.2% of Amazon's stock, and analysts maintain a "Moderate Buy" rating with an average price target of $323.26. Despite recent insider stock sales, Amazon's latest earnings exceeded expectations, though the company faces challenges like increased ope

Earnings
MarketBeat • Sep 17, 2026
NewEdge Advisors LLC Raises Stake in Dollar Tree, Inc. $DLTR

NewEdge Advisors LLC significantly increased its stake in Dollar Tree, Inc. by 468.9% in the second quarter, bringing its total holdings to 26,509 shares valued at $3.2 million. The increase in institutional ownership, with investors collectively owning 97.4% of the company, follows strong quarterly results where Dollar Tree beat earnings and revenue estimates and authorized a $2.5 billion share-repurchase program. Despite a mixed analyst sentiment with an average "Hold" rating and a target pric

Earnings
MarketBeat • Sep 17, 2026
Corient Private Wealth LP Has $9.51 Million Stake in Truist Financial Corporation $TFC

Corient Private Wealth LP reduced its stake in Truist Financial Corporation (NYSE:TFC) by 17.4% in the second quarter, now holding 190,797 shares valued at $9.51 million. Despite this, institutional investors collectively own 71.28% of the company. Truist Financial reported strong quarterly earnings, exceeding analyst expectations with EPS of $1.23 and revenue of $5.31 billion, and also declared a quarterly dividend of $0.52 per share.

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