Core Insights - Oppenheimer Asset Management Inc. increased its stake in McCormick & Company by 34.0% in Q2, owning 7,605 shares valued at $577,000 after acquiring an additional 1,930 shares [2] - Other institutional investors also raised their positions, with AG2R LA Mondiale Gestion D Actifs increasing by 14.2%, Curio Wealth LLC by 39,900.0%, Sumitomo Mitsui Trust Group Inc. by 2.9%, Asset Management One Co. Ltd. by 3.4%, and Forum Financial Management LP by 13.6% [3] - Institutional ownership of McCormick & Company stands at 79.74% [3] Financial Performance - McCormick reported Q3 earnings of $0.85 EPS, exceeding estimates of $0.82, with revenue of $1.72 billion, slightly above expectations of $1.71 billion [5] - The company experienced a year-over-year revenue increase of 2.7% [5] - McCormick's net margin is 11.46% and return on equity is 14.30% [5] Dividend Information - McCormick declared a quarterly dividend of $0.45 per share, with an annualized dividend of $1.80, yielding 2.8% [6] - The dividend payout ratio is currently 62.28% [6] Stock Performance - McCormick's stock opened at $64.15, with a 52-week low of $63.15 and a high of $86.24 [4] - The company has a market capitalization of $17.22 billion, a P/E ratio of 22.20, and a P/E growth ratio of 3.74 [4] - The stock has a beta of 0.63, indicating lower volatility compared to the market [4] Insider Activity - Major shareholder Lawrence Erik Kurzius sold 50,000 shares at an average price of $65.86, totaling approximately $3.29 million, resulting in a 16.85% decrease in his position [7] Analyst Ratings - Barclays lowered its price target for McCormick from $82.00 to $72.00, maintaining an "equal weight" rating [9] - Wall Street Zen upgraded the stock from "sell" to "hold" [9] - The average target price for McCormick is currently $78.22, with four analysts rating it as a Buy and seven as Hold [9]

Core Insights - Oppenheimer Asset Management Inc. increased its stake in Utz Brands by 23.7% during Q2, owning 36,797 shares valued at $462,000 [2] - Institutional investors and hedge funds collectively own 95.97% of Utz Brands' stock, indicating strong institutional interest [3] Institutional Activity - Janney Montgomery Scott LLC acquired a new position valued at approximately $196,000 in Q1 [3] - Vanguard Group Inc. raised its holdings by 7.2%, now owning 7,439,869 shares worth $104,753,000 after acquiring an additional 501,374 shares [3] - Ameriprise Financial Inc. increased its holdings by 38.0%, owning 5,671,757 shares valued at $79,858,000 after acquiring 1,560,884 shares [3] - GW&K Investment Management LLC raised its holdings by 19.7%, now owning 1,531,986 shares worth $21,570,000 [3] Analyst Ratings - UBS Group lowered its price target from $13.50 to $11.50, maintaining a "neutral" rating [4] - Barclays reiterated an "overweight" rating with a price target of $14.00 [4] - TD Cowen reduced its price target from $14.00 to $12.00, setting a "hold" rating [4] - The consensus rating for Utz Brands is "Moderate Buy" with a target price of $16.07 [4] Stock Performance - Utz Brands stock opened at $10.52, with a market cap of $1.49 billion [5] - The company has a PE ratio of 150.34 and a price-to-earnings-growth ratio of 1.41 [5] - The stock has a 12-month low of $10.19 and a high of $18.29 [5] Financial Results - For the latest quarter, Utz Brands reported an EPS of $0.23, meeting consensus estimates [6] - Revenue for the quarter was $377.80 million, up 3.4% year-over-year, exceeding the consensus estimate of $374.25 million [6] - The company has set FY 2025 EPS guidance at 0.824-0.847 [6] Dividend Information - Utz Brands announced a quarterly dividend of $0.061, representing an annualized yield of 2.3% [7] - The dividend payout ratio is currently 342.86% [7] Insider Transactions - Director Christina Choi sold 5,703 shares at an average price of $13.63, resulting in a 14.47% decrease in her position [8] - Insiders currently own 16.32% of the stock [8] Company Overview - Utz Brands, Inc. specializes in the manufacture, marketing, and distribution of snack foods, offering a variety of products including potato chips, pretzels, and popcorn under various brand names [9]

Core Insights - Oppenheimer Asset Management Inc. increased its stake in ZoomInfo Technologies Inc. by 34.9% in Q2, owning 65,034 shares valued at $658,000 after acquiring an additional 16,835 shares [2] - Other institutional investors also significantly raised their positions in ZoomInfo, with Parallel Advisors LLC increasing its stake by 143.6%, Brooklyn Investment Group by 180.5%, and several others showing substantial increases [3] - Institutional investors and hedge funds collectively own 95.47% of ZoomInfo's stock, indicating strong institutional interest in the company [3] Financial Performance - ZoomInfo Technologies' stock price increased by 2.9%, opening at $11.22, with a market capitalization of $3.84 billion [4] - The company has a price-to-earnings ratio of 374.12 and a PEG ratio of 13.05, suggesting high growth expectations relative to earnings [4] - The stock has a 1-year low of $7.01 and a 1-year high of $13.39, reflecting volatility in its market performance [4] Company Overview - ZoomInfo Technologies provides a go-to-market intelligence and engagement platform for sales and marketing teams, offering cloud-based solutions to identify target customers and decision-makers [5] - The platform includes features for predictive lead scoring, monitoring buying signals, and automating sales processes, enhancing user engagement and tracking through the deal cycle [5]

Core Insights - Oppenheimer Asset Management Inc. acquired 5,260 shares of Itron, Inc. valued at approximately $692,000 in Q2 [1] - Several large investors have increased their stakes in Itron, with institutional ownership at 96.19% [2] - Analyst ratings for Itron show a mix of "buy," "neutral," and "hold" ratings, with an average price target of $139.00 [3] Investment Activity - Wayfinding Financial LLC acquired a new position worth about $45,000 in Q1 [2] - REAP Financial Group LLC raised its position by 168.4% in Q2, now owning 424 shares valued at $56,000 [2] - Quarry LP increased its stake by 155.6% in Q1, now holding 910 shares valued at $95,000 [2] - Farther Finance Advisors LLC grew its stake by 52.5% in Q2, owning 1,240 shares worth $163,000 [2] - ST Germain D J Co. Inc. acquired a new stake worth $170,000 in Q2 [2] Analyst Ratings - Roth Capital raised its price target from $130.00 to $150.00 with a "buy" rating [3] - Robert W. Baird maintained a "neutral" rating with a reduced price target of $118.00 [3] - Stephens set a price objective of $130.00 with an "equal weight" rating [3] - Weiss Ratings restated a "buy (b)" rating [3] - Oppenheimer set a price objective of $145.00 with an "outperform" rating [3] Stock Performance - Itron's stock opened at $100.33, with a market cap of $4.59 billion [4] - The company has a P/E ratio of 17.15 and a price-to-earnings-growth ratio of 0.76 [4] - Itron's 52-week low is $90.11 and the high is $142.00 [4] Financial Results - Itron reported $1.54 EPS for the quarter, beating estimates of $1.48 by $0.06 [5] - Revenue for the quarter was $581.63 million, slightly above estimates of $578.49 million, but down 5.5% year-over-year [5] - The company has set FY 2025 guidance at 6.840-6.940 EPS and Q4 2025 guidance at 2.150-2.250 EPS [5] Insider Activity - SVP Justin K. Patrick sold 388 shares at an average price of $125.31, totaling $48,620.28 [6] - SVP John F. Marcolini sold 565 shares at the same average price, totaling $70,800.15 [6] - Insiders sold a total of 3,037 shares valued at $380,566 in the last 90 days [6]

Core Insights - Oppenheimer Asset Management Inc. reduced its stake in Builders FirstSource by 25.9%, holding 5,608 shares valued at $654,000 after selling 1,958 shares in Q2 [2] - Several institutional investors have modified their positions in Builders FirstSource, with notable increases from Mather Group LLC (19.7%), Smartleaf Asset Management LLC (21.0%), and New Age Alpha Advisors LLC (22.8%) [3] - Builders FirstSource's stock price increased by 4.1%, with a current market capitalization of $12.85 billion and a price-to-earnings ratio of 17.64 [4] Financial Performance - Builders FirstSource reported earnings per share (EPS) of $1.88, exceeding the consensus estimate of $1.69, with quarterly revenue of $3.94 billion, surpassing the expected $3.86 billion [5] - The company's revenue decreased by 6.9% year-over-year, with a previous EPS of $3.07 during the same quarter last year [5] - Analysts expect Builders FirstSource to post an EPS of 11.59 for the current fiscal year [5] Analyst Ratings and Price Targets - Goldman Sachs lowered its target price for Builders FirstSource from $147.00 to $146.00, while Royal Bank of Canada reduced its target from $132.00 to $129.00 [6] - Stifel Nicolaus increased its price target from $118.00 to $128.00, maintaining a "hold" rating [6] - The average rating for Builders FirstSource is "Hold" with a consensus target price of $139.25 [6] Company Overview - Builders FirstSource, Inc. manufactures and supplies building materials and construction services to professional homebuilders, sub-contractors, and remodelers in the U.S. [7] - The company offers a range of products including lumber, manufactured components, and custom products under the Synboard brand [8]

Core Insights - Oppenheimer Asset Management Inc. increased its stake in Sensient Technologies by 75.4% in Q2, owning 5,282 shares valued at $520,000 [2] - Other institutional investors also increased their holdings, with GAMMA Investing LLC raising its stake by 132.6% in Q1, and Russell Investments Group Ltd. increasing its stake by 52.5% [3] - Sensient Technologies reported Q3 earnings of $0.96 per share, exceeding the consensus estimate of $0.90, with revenue of $412.11 million, up 5.0% year-over-year [5] Institutional Investment - Oppenheimer Asset Management Inc. purchased an additional 2,271 shares in Q2 [2] - Private Trust Co. NA and Gables Capital Management Inc. made new investments worth approximately $29,000 and $59,000 respectively in Q2 [3] - 90.86% of Sensient Technologies' stock is owned by hedge funds and institutional investors [3] Financial Performance - Sensient Technologies has a market capitalization of $4.01 billion, with a price-to-earnings ratio of 29.77 [4] - The company has a 52-week low of $66.14 and a high of $121.54, indicating significant price volatility [4] - The company’s net margin stands at 8.56% and return on equity at 12.56% [5] Dividend Information - Sensient Technologies announced a quarterly dividend of $0.41, with an annualized yield of 1.7% [6] - The payout ratio is currently at 51.74% [6] Analyst Ratings - Weiss Ratings reissued a "buy (b-)" rating for Sensient Technologies, with an average rating of "Moderate Buy" and a target price of $110.00 [7] Company Overview - Sensient Technologies develops and markets colors, flavors, and specialty ingredients across various regions including North America, Europe, and Asia [8] - The company serves industries such as food, beverage, and personal care with a range of products including essential oils and dehydrated vegetables [8]

Core Insights - Oppenheimer Asset Management Inc. significantly reduced its holdings in Dycom Industries by 58.8% in Q2, now owning 2,978 shares valued at $728,000 [2] - Several large investors increased their positions in Dycom Industries, with OVERSEA CHINESE BANKING Corp Ltd raising its stake by 851.6% in Q1, now holding 475,637 shares worth $72.46 million [3] - Analysts have raised price targets for Dycom Industries, with JPMorgan increasing it from $250 to $275 and UBS from $296 to $336, indicating a positive outlook [4] Investment Activity - Oppenheimer Asset Management Inc. sold 4,246 shares in Q2, leading to a total of 2,978 shares remaining [2] - OVERSEA CHINESE BANKING Corp Ltd acquired an additional 425,652 shares in Q1, bringing its total to 475,637 shares valued at $72.46 million [3] - Voya Investment Management LLC increased its position by 1,432.2% in Q1, now owning 144,883 shares valued at $22.07 million [3] Analyst Ratings and Price Targets - JPMorgan Chase & Co. raised the target price to $275 and assigned an "overweight" rating [4] - UBS Group increased its target price to $336 with a "buy" rating [4] - Zacks Research upgraded Dycom Industries to a "strong-buy" rating [4] Financial Performance - Dycom Industries reported Q2 earnings of $3.33 per share, exceeding estimates by $0.41, with a revenue of $1.38 billion, up 14.5% year-over-year [6] - The company has set FY 2026 guidance for EPS between 3.030 and 3.36 [6] - The stock has a market cap of $8.33 billion, a P/E ratio of 32.31, and a debt-to-equity ratio of 0.74 [5] Company Overview - Dycom Industries provides specialty contracting services to the telecommunications and utility industries in the U.S., including engineering services for fiber optic and wireless networks [7]

Group 1: Institutional Holdings - GAMMA Investing LLC increased its stake in Progyny by 233.9% in Q1, now owning 5,379 shares valued at $120,000 after purchasing an additional 3,768 shares [1] - Wealth Enhancement Advisory Services LLC acquired a new position worth $354,000 in Progyny during Q1 [1] - New York State Teachers Retirement System raised its stake by 0.7%, now holding 73,200 shares valued at $1,635,000 after buying 500 additional shares [1] - Principal Financial Group Inc. increased its position by 2.9%, owning 471,826 shares worth $10,541,000 after purchasing 13,246 shares [1] - Cerity Partners LLC grew its holdings by 116.9%, now owning 28,881 shares valued at $645,000 after buying 15,563 shares [1] - Hedge funds and institutional investors collectively own 94.93% of Progyny's stock [1] Group 2: Insider Transactions - Director Kevin K. Gordon sold 2,500 shares at an average price of $22.04, totaling $55,100, resulting in a 16.67% decrease in his position [2] - EVP Allison Swartz sold 2,398 shares at an average price of $22.96, totaling $55,058, leading to a 2.92% decrease in her ownership [2] - Insiders sold a total of 7,895 shares worth $179,311 over the last quarter, with insiders owning 9.40% of the company's stock [2] Group 3: Financial Performance - Progyny reported $0.19 earnings per share for the quarter, missing analysts' estimates of $0.42 by $0.23 [4] - The company had revenue of $332.87 million for the quarter, exceeding analyst estimates of $315.70 million, representing a 9.5% year-over-year increase [4] - Progyny's return on equity was 10.69% with a net margin of 4.28% [4] - The company has set Q3 2025 guidance at EPS and FY 2025 guidance at 1.700-1.780 EPS [4] Group 4: Stock Performance and Analyst Ratings - PGNY stock opened at $18.71, with a market cap of $1.61 billion, a P/E ratio of 31.71, and a P/E/G ratio of 1.59 [3] - The stock has a 12-month low of $13.39 and a high of $26.76, with 50-day and 200-day simple moving averages at $21.30 and $21.93, respectively [3] - Canaccord Genuity raised its target price from $21.00 to $23.00, maintaining a "hold" rating [5] - Truist Financial increased its price target from $24.00 to $27.00, also giving a "hold" rating [5] - Wall Street Zen upgraded Progyny from "hold" to "buy" [5] - The consensus rating for Progyny is "Moderate Buy" with a target price of $25.44 [5]

Core Insights - Kite Realty Group Trust has seen significant institutional investment, with 90.81% of its stock owned by institutional investors and hedge funds [1] - CEO John A. Kite sold 50,000 shares at an average price of $22.70, resulting in a 48.02% decrease in his position [2] - Analysts have mixed ratings on Kite Realty Group Trust, with a consensus rating of "Hold" and a price target of $26.70 [4] Institutional Holdings - Centersquare Investment Management LLC increased its stake by 133.6%, owning 5,960,072 shares valued at $133.33 million after purchasing an additional 3,408,442 shares [1] - Other notable acquisitions include Nuveen LLC ($70.07 million), Long Pond Capital LP ($60.62 million), and Alyeska Investment Group L.P. ($24.73 million) [1] - Oppenheimer Asset Management Inc. also bought 22,692 shares valued at approximately $514,000 during the second quarter [8] Insider Transactions - CEO John A. Kite sold 50,000 shares for a total of $1.135 million, leaving him with 54,121 shares valued at $1.23 million [2] - Insiders currently own 2.50% of the stock [2] Analyst Ratings - Weiss Ratings maintained a "hold (c+)" rating, while Wall Street Zen downgraded the stock from "hold" to "sell" [4] - LADENBURG THALM/SH SH initiated coverage with a "buy" rating and a target price of $30.00 [4] - Citigroup and Piper Sandler both reissued "neutral" ratings with reduced price targets of $24.00 [4] Financial Performance - Kite Realty Group Trust reported $0.52 earnings per share, exceeding analysts' estimates of $0.51 [6] - The company had a revenue of $205.06 million, slightly below the consensus estimate of $208.82 million [6] - FY 2025 guidance is set at 2.090-2.110 EPS, with analysts predicting an average of 2.05 EPS for the current fiscal year [6] Dividend Information - The company announced a quarterly dividend of $0.29, up from the previous $0.27, representing an annualized dividend of $1.16 and a yield of 5.2% [9] - The payout ratio is currently at 181.25% [9] Company Overview - Kite Realty Group Trust is a real estate investment trust headquartered in Indianapolis, IN, focusing on open-air shopping centers and mixed-use assets [10]

Core Insights - STMicroelectronics has seen significant increases in institutional ownership, with several asset management firms boosting their positions substantially in recent quarters [1][6] - The company's recent quarterly earnings report showed an EPS of $0.29, exceeding analyst expectations, and revenue of $3.19 billion, slightly above estimates [3] - Analysts have varied opinions on STMicroelectronics, with some upgrading their ratings while others have lowered price targets [4] Institutional Ownership - Smartleaf Asset Management LLC increased its stake by 63.1%, now holding 2,167 shares valued at $48,000 after acquiring 838 additional shares [1] - IFP Advisors Inc raised its position by 85.4%, owning 2,269 shares valued at $69,000 after acquiring 1,045 shares [1] - Caitong International Asset Management Co. Ltd saw a 396.4% increase, now holding 3,197 shares valued at $70,000 after acquiring 2,553 shares [1] - SBI Securities Co. Ltd increased its stake by 57.2%, now owning 3,322 shares valued at $73,000 after acquiring 1,209 shares [1] - CWM LLC grew its position by 27.5%, now holding 2,680 shares valued at $82,000 after acquiring 578 shares [1] - Hedge funds and institutional investors currently own 5.05% of the stock [1] Price Performance - STMicroelectronics shares opened at $24.48, with a market capitalization of $21.98 billion [2] - The company has a price-to-earnings ratio of 42.20 and a price-to-earnings-growth ratio of 4.59 [2] - The stock has a one-year low of $17.25 and a high of $33.47, with a 50-day moving average of $27.45 and a 200-day moving average of $27.11 [2] Earnings Results - The company reported an EPS of $0.29 for the last quarter, beating the consensus estimate of $0.22 by $0.07 [3] - Revenue for the quarter was $3.19 billion, slightly above the analyst estimate of $3.18 billion [3] - STMicroelectronics has set its FY 2025 guidance at an EPS of 0.85 for the current year [3] Analyst Ratings - TD Cowen lowered its price target from $27.00 to $25.00, maintaining a "hold" rating [4] - Baird R W upgraded STMicroelectronics from "hold" to "strong-buy" [4] - Goldman Sachs set a price target of $26.50 with a "neutral" rating [4] - Deutsche Bank restated a "buy" rating, while BNP Paribas upgraded from "hold" to "outperform" [4] - The average rating for the stock is "Hold" with an average target price of $31.19 [4] Company Overview - STMicroelectronics designs, develops, manufactures, and sells semiconductor products across various regions including Europe, the Middle East, Africa, the Americas, and Asia Pacific [5]