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Earnings
MarketBeat • Sep 5, 2026
Oakmont Investment Advisors Inc. Takes $1.22 Million Position in United Rentals, Inc. $URI

Oakmont Investment Advisors Inc. has acquired a new position of 1,075 shares, valued at $1.22 million, in United Rentals, Inc. during the second quarter. United Rentals exceeded quarterly expectations with strong EPS and revenue growth, and analysts maintain a "Moderate Buy" rating with a price target of $1,246.19. The company also offers a quarterly dividend of $1.97, yielding 0.8%.

Earnings
MarketBeat • Sep 5, 2026
Oakmont Investment Advisors Inc. Acquires Shares of 17,470 PepsiCo, Inc. $PEP

Oakmont Investment Advisors Inc. has acquired 17,470 shares of PepsiCo, Inc. (NASDAQ:PEP) valued at approximately $2.37 million, making it their 15th largest holding. Despite this, PepsiCo's EVP David Flavell recently sold 2,900 shares, and institutional investors collectively own 73.07% of the company. Analysts currently rate PepsiCo as a "Hold" with an average price target of $157.90, and the company has declared a quarterly dividend of $1.48 per share.

Earnings
MarketBeat • Sep 5, 2026
Oakmont Investment Advisors Inc. Makes New Investment in Emerson Electric Co. $EMR

Oakmont Investment Advisors Inc. has made a new investment in Emerson Electric Co. (NYSE:EMR), acquiring 15,863 shares valued at approximately $2.27 million, making it their 16th largest holding. Institutional investors collectively own 74.3% of the company, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $167.83. Emerson Electric recently exceeded earnings and revenue expectations, reporting $1.71 EPS and $4.87 billion in revenue, and declared a quarterly

Earnings
MarketBeat • Sep 5, 2026
NEOS Investment Management LLC Buys 175,826 Shares of Kraft Heinz Company $KHC

NEOS Investment Management LLC increased its stake in Kraft Heinz Company (NASDAQ:KHC) by 23.2% in the second quarter, acquiring an additional 175,826 shares to own a total of 934,768 shares valued at $22.079 million. Other institutional investors also bought and sold KHC shares, with hedge funds and institutional investors owning 78.17% of the stock. Kraft Heinz recently reported stronger-than-expected Q2 earnings but lowered its 2026 outlook, leading to mixed analyst sentiment and a consensus

Earnings
MarketBeat • Sep 5, 2026
NEOS Investment Management LLC Raises Holdings in CVS Health Corporation $CVS

NEOS Investment Management LLC increased its stake in CVS Health Corporation by 12.9% during the second quarter, bringing its total holdings to 206,750 shares worth $21.388 million. This move is part of a broader trend of institutional investors adjusting their positions in CVS Health, which recently reported strong earnings, exceeding analyst expectations with $2.58 EPS and $106.10 billion in revenue. The company also announced a quarterly dividend of $0.665 per share and received several "Buy"

Earnings
MarketBeat • Sep 5, 2026
American Express Company $AXP Stock Holdings Lifted by NEOS Investment Management LLC

NEOS Investment Management LLC increased its stake in American Express Company (NYSE:AXP) by 14.0% in the second quarter, bringing its total holdings to 87,576 shares valued at $29.62 million. Several other institutional investors also adjusted their positions in AXP. The article also provides details on American Express's recent trading performance, financial metrics, earnings results, and analyst ratings.

Earnings
MarketBeat • Sep 5, 2026
NEOS Investment Management LLC Raises Stake in Lowe's Companies, Inc. $LOW

NEOS Investment Management LLC increased its stake in Lowe's Companies, Inc. by 13.3% in the second quarter, now owning 91,243 shares valued at $20.12 million. Other institutional investors have also adjusted their holdings in the home improvement retailer. The article also provides a summary of recent news affecting Lowe's, including positive sentiments regarding store expansion and a skilled-trades training coalition, and negative sentiments concerning analyst estimate cuts and rising mortgage

Earnings
MarketBeat • Sep 5, 2026
Nykredit A S Acquires New Shares in Kimberly-Clark Corporation $KMB

Nykredit A S has acquired a new position in Kimberly-Clark Corporation, purchasing 124,546 shares valued at approximately $13.67 million. This move is part of broader institutional investment, as other large investors like BlackRock Inc. and Wellington Management Group LLP have also adjusted their holdings in the company. Kimberly-Clark recently announced a quarterly dividend of $1.28 per share, while its stock has experienced a slight downturn, opening at $104.96.

Earnings
MarketBeat • Sep 5, 2026
TD Waterhouse Canada Inc. Reduces Stock Position in Colgate-Palmolive Company $CL

TD Waterhouse Canada Inc. significantly reduced its stock position in Colgate-Palmolive Company ($CL) by 5.6% during the second quarter, selling 23,980 shares and now owning 403,235 shares valued at $37.42 million. Despite this reduction, other institutional investors have modified their holdings, with many increasing their stakes. The article also notes recent insider sales by Director John Cahill and CEO Noel Wallace, along with current analyst ratings and financial performance data for Colgat

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