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Earnings
MarketBeat • Sep 2, 2026
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Increases Holdings in Leidos Holdings, Inc. $LDOS

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, significantly increased its stake in Leidos Holdings, Inc. by 16.8% in the second quarter, now owning 1,004,347 shares valued at over $103 million. Other institutional investors like BlackRock Inc. and State Street Corp also made substantial moves in Leidos stock. The article details Leidos's financial performance, stock buyback program, recent dividend announcement, insider trading activity, and analyst ratings.

Earnings
MarketBeat • Sep 2, 2026
American Express Company $AXP Shares Purchased by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. increased its stake in American Express Company (AXP) by 3% in Q2, acquiring an additional 6,952 shares for a total of 237,297 shares valued at $80.3 million. American Express reported strong Q2 earnings, beating analyst estimates with $4.53 EPS and a 10% revenue increase to $19.64 billion, while maintaining a quarterly dividend of $0.95 per share. Analysts generally have a "Moderate Buy" rating for AXP, with an average price target of $373.32.

Earnings
MarketBeat • Sep 2, 2026
Royal London Asset Management Ltd. Lowers Holdings in Advanced Micro Devices, Inc. $AMD

Royal London Asset Management Ltd. reduced its stake in Advanced Micro Devices (NASDAQ:AMD) by 1.2% in the second quarter, selling 12,084 shares and now holding 1,020,521 shares valued at $592.83 million. Despite this reduction, other institutional investors have increased their holdings in AMD. The article also provides recent stock performance, earnings details, market sentiment, and analyst ratings for Advanced Micro Devices.

Markets
MarketBeat • Sep 2, 2026
Van ECK Associates Corp Raises Holdings in Devon Energy Corporation $DVN

Van ECK Associates Corp increased its stake in Devon Energy Corporation (NYSE:DVN) by 23.0% in the second quarter, bringing its total holdings to 188,254 shares valued at $7.779 million. Other institutional investors also adjusted their positions in the company. Analysts currently rate Devon Energy as a "Moderate Buy" with a consensus price target of $59.23.

Earnings
MarketBeat • Sep 2, 2026
Northwestern Mutual Wealth Management Co. Boosts Stock Position in Hilton Worldwide Holdings Inc. $HLT

Northwestern Mutual Wealth Management Co. increased its stake in Hilton Worldwide Holdings Inc. (NYSE:HLT) by 2.4% in the second quarter, bringing its total to 200,598 shares valued at approximately $66.3 million. Institutional investors now own 95.9% of Hilton's outstanding stock. Hilton recently reported quarterly EPS of $2.29, beating estimates, with revenue up 6.5% year-over-year, and analysts maintain a "Moderate Buy" rating with an average price target of $353.82.

Earnings
MarketBeat • Sep 2, 2026
Public Employees Retirement System of Ohio Buys New Stake in Expand Energy Corporation $EXE

The Public Employees Retirement System of Ohio has acquired a new stake in Expand Energy Corporation (NASDAQ:EXE), purchasing 77,635 shares valued at approximately $7.08 million during the second quarter. This move is part of broader institutional interest, with several other large investors also establishing new positions in the company. Expand Energy recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend, while insider activity showed CEO Mic

Markets
CNBC • Sep 2, 2026
Meta settlement could clear the way for new AI product launches, Morgan Stanley says

Meta's recent $18 billion settlement in a lawsuit concerning its platforms' design features for younger users is seen by some analysts, including Morgan Stanley, as a potential catalyst for the accelerated launch of new AI products. While Morgan Stanley believes that such substantial legal resolutions often precede innovation waves from tech giants, Needham maintains a "hold" rating on Meta stock, citing concerns about the company's "strategy diffusion" across too many different initiatives. The

Earnings
MarketBeat • Sep 2, 2026
Northwestern Mutual Wealth Management Co. Reduces Stock Position in Citigroup Inc. $C

Northwestern Mutual Wealth Management Co. decreased its stake in Citigroup Inc. by 14.8% during the second quarter, selling 110,514 shares and retaining 637,555 shares valued at $89.23 million. Meanwhile, other institutional investors like Geode Capital Management LLC, Franklin Resources Inc., Fisher Asset Management LLC, Bank of America Corp DE, and Norges Bank increased their holdings in Citigroup, indicating mixed institutional sentiment. Citigroup recently reported strong earnings, topping a

Earnings
MarketBeat • Sep 2, 2026
Public Employees Retirement System of Ohio Purchases New Position in International Flavors & Fragrances Inc. $IFF

The Public Employees Retirement System of Ohio has acquired a new stake in International Flavors & Fragrances Inc. (IFF) during the second quarter, purchasing 79,004 shares valued at approximately $6.26 million. This move is part of broader institutional investment, as other firms have also adjusted their IFF holdings, bringing institutional ownership to 96.02%. The article also highlights IFF's recent financial performance, including an EPS and revenue miss, a new $2.5 billion share repurchase

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