Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
VIRGINIA RETIREMENT SYSTEMS ET Al Acquires 20,300 Shares of United Rentals, Inc. $URI
Virginia Retirement Systems increased its stake in United Rentals (NYSE:URI) by 68.1% in Q3, purchasing an additional 20,300 shares to own a total of 50,100 shares valued at approximately $47.8 million. United Rentals' stock has a market cap of about $52 billion, a P/E of ~21.0, and an annualized dividend of $7.16. Despite missing Q3 EPS expectations, the company exceeded revenue forecasts and maintains a "Moderate Buy" consensus rating from analysts.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
VIRGINIA RETIREMENT SYSTEMS ET Al Sells 390,300 Shares of Wells Fargo & Company $WFC
VIRGINIA RETIREMENT SYSTEMS ET Al significantly reduced its stake in Wells Fargo & Company, selling 390,300 shares in the third quarter, which accounts for a 54% decrease. Despite this sale, the firm retains 333,100 shares valued at approximately $27.92 million. Wells Fargo currently holds a "Moderate Buy" consensus rating from analysts, with a price target of $92.04, and recently surpassed quarterly earnings and revenue estimates.
Dec 31, 2025 • The Globe and Mail
BULLISH
The Zacks Analyst Blog Highlights Bank of America, Wells Fargo and U.S. Bancorp
Amid rising U.S. consumer credit stress, Zacks Investment Research highlights Bank of America (BAC), Wells Fargo (WFC), and U.S. Bancorp (USB) as stable investment options. These banks are considered relatively safer due to strong capitalization, diversified revenue streams, and solid liquidity, positioning them to withstand potential loan defaults and delinquencies. The article provides financial details, strategic initiatives, and analyst projections for each bank, emphasizing their resilience in a challenging economic environment.
Dec 31, 2025 • The Globe and Mail
SOMEWHAT-BULLISH
The Zacks Analyst Blog Highlights Bank of America, Wells Fargo and U.S. Bancorp
This Zacks Analyst Blog highlights how rising U.S. consumer credit stress, driven by high debt and inflation, is impacting the banking sector. It identifies Bank of America, Wells Fargo, and U.S. Bancorp as stable investment options due to strong capitalization, diversified revenue streams, and solid liquidity, and provides a detailed fundamental analysis of each bank.
Dec 31, 2025 • MarketBeat
BULLISH
Moody Lynn & Lieberson LLC Raises Holdings in Wells Fargo & Company $WFC
Moody Lynn & Lieberson LLC significantly increased its stake in Wells Fargo & Company ($WFC) by 38.7% during the third quarter, bringing its total holdings to 205,839 shares valued at over $17.25 million. This move aligns with other major institutions like Norges Bank and Massachusetts Financial Services, which also increased their exposure, resulting in hedge funds and institutional investors holding approximately 75.9% of WFC's stock. Analysts generally rate WFC as a "Moderate Buy" with a consensus target price of $92.04, supported by the company's recent strong Q3 earnings, a quarterly dividend of $0.45, and a P/E ratio around 15.5.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Smith Salley Wealth Management Purchases 1,771 Shares of Thermo Fisher Scientific Inc. $TMO
Smith Salley Wealth Management increased its holdings in Thermo Fisher Scientific Inc. by 3.1% in the third quarter, acquiring an additional 1,771 shares. This brings their total stake to 58,846 shares valued at $28.541 million, making TMO their 18th-largest position. Despite significant insider selling over the past 90 days, institutional ownership of Thermo Fisher Scientific remains high at 89.23%.