Hotchkis & Wiley Large Cap Disciplined Value Fund’s Updates on F5 (FFIV)
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Disciplined Value Fund” second-quarter 2025 investor letter.
Insider Monkey Blog
Piper Sandler Lifts UBER Price Target, Keeps Overweight Rating
Uber Technologies, Inc. (NYSE:UBER) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025.
Jefferies Raises Netflix (NFLX) PT, Maintains Buy Rating
Netflix, Inc. (NASDAQ:NFLX) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025. On July 18, Jefferies increased its price target for Netflix, Inc.
Morgan Stanley Keeps Buy Rating on Mastercard (MA) After Information Session
Mastercard Incorporated (NYSE:MA) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025.
Mizuho Lifts Broadcom (AVGO) PT, Keeps Outperform Rating
Broadcom Inc. (NASDAQ:AVGO) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025. On July 15, Mizuho increased its price target for Broadcom Inc.
UBS Keeps Neutral on Apple (AAPL), Sees iPhone Demand Drop in June
Apple Inc. (NASDAQ:AAPL) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025. On July 22, UBS reiterated its “Neutral” rating on Apple Inc.
Visa (V) Declares Dividend, Buys Back 14 Million Shares in Q3 FY2025
Visa Inc. (NYSE:V) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025.
Barclays Lifts Price Target for TSMC, Keeps Overweight Rating
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025.
Mizuho Raises Nvidia (NVDA) Price Target, Keeps Outperform Rating
NVIDIA Corporation (NASDAQ:NVDA) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025.
Truist Raises Alphabet’s (GOOGL) Price Target, Keeps Buy Rating
Alphabet Inc. (NASDAQ:GOOGL) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025. On July 24, Truist Securities increased its price target for Alphabet Inc.
Citi Keeps Buy Rating on META, Sees Strong Growth Despite Ad Load Drop
Meta Platforms, Inc. (NASDAQ:META) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025. On July 15, Citi maintained its “Buy” rating on Meta Platforms, Inc.
Citi Raises Microsoft (MSFT) Price Target, Maintains Buy Rating
Microsoft Corporation (NASDAQ:MSFT) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025.
BMO Lifts Amazon (AMZN) Price Target, Keeps Outperform Rating
Amazon.com, Inc. (NASDAQ:AMZN) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025. On July 22, BMO Capital increased its price target for Amazon.com, Inc.
10 Best Tech Stocks to Buy Under $20
On July 29, Stuart Kaiser, Citi Head of Equity Trading Strategy, joined CNBC for an interview to discuss the risks and driving factors for the market.
8 Most Profitable Value Stocks to Buy According to Analysts
Earlier on June 27, John Stoltzfus, chief investment strategist at Oppenheimer, appeared on CNBC to state that he remains bullish on equities and favours growthier value.
Brown & Brown (BRO) Falls 10% to New Low on Dismal Q2 Earnings
At intra-day trading, Brown & Brown, Inc. (NYSE:BRO) dropped to its lowest 52-week price of $91.55 before slight buying pushed the company’s shares higher to end the day just...
Hotchkis & Wiley Large Cap Disciplined Value Fund’s Q2 2025 Investor Letter
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Disciplined Value Fund” second-quarter 2025 investor letter.
United Parcel (UPS) Drops 10.57% on Lower Income, Cautious Outlook
United Parcel Service extended its losing streak to a third consecutive day on Tuesday, shedding 10.57 percent to close at $90.84 apiece as investor sentiment was dampened by ...
Value Traps or Dirt Cheap Value Stocks? 8 Stocks That Look Extremely Cheap on Paper
The current market backdrop has created an unusual opening for stocks that look dirt cheap on paper, yet may be more than just busted names in decline. As of mid‑2025, U.S.
The London Company Mid Cap Portfolio Sold Skyworks Solutions (SWKS) in Q2. Here’s Why
The London Company, an investment management company, released “The London Company Mid Cap Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded...
Here’s Why Churchill Downs Incorporated (CHDN) Traded Down in Q2
The London Company, an investment management company, released “The London Company Mid Cap Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded...
Here’s Why Entegris (ENTG) Declined in Q2
The London Company, an investment management company, released “The London Company Mid Cap Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded...
Dollar Tree (DLTR) Rose Following the Divestiture
The London Company, an investment management company, released “The London Company Mid Cap Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded...
TMC the metals company (TMC) Sheds 11.3% on Investor Caution Over Deep-Sea Mining
TMC fell for a third day on Tuesday, losing 11.28 percent to end at $6.61 apiece, as investors turned even more cautious about its deep-sea mining intentions in the international...
American Tower Corporation (NYSE:AMT) Q2 2025 Earnings Call Transcript
American Tower Corporation (NYSE:AMT) Q2 2025 Earnings Call Transcript July 29, 2025American Tower Corporation misses on earnings expectations.
Armstrong World Industries, Inc. (NYSE:AWI) Q2 2025 Earnings Call Transcript
Armstrong World Industries, Inc. (NYSE:AWI) Q2 2025 Earnings Call Transcript July 29, 2025Armstrong World Industries, Inc. beats earnings expectations.
CECO Environmental Corp. (NASDAQ:CECO) Q2 2025 Earnings Call Transcript
CECO Environmental Corp. (NASDAQ:CECO) Q2 2025 Earnings Call Transcript July 29, 2025CECO Environmental Corp. beats earnings expectations.
Camden National Corporation (NASDAQ:CAC) Q2 2025 Earnings Call Transcript
Camden National Corporation (NASDAQ:CAC) Q2 2025 Earnings Call Transcript July 29, 2025Camden National Corporation misses on earnings expectations.
PJT Partners Inc. (NYSE:PJT) Q2 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to today's PJT Partners Second Quarter 2025 Earnings Call. Today's conference is being recorded.
Herc Holdings Inc. (NYSE:HRI) Q2 2025 Earnings Call Transcript
Herc Holdings Inc. (NYSE:HRI) Q2 2025 Earnings Call Transcript July 29, 2025Herc Holdings Inc. misses on earnings expectations.
Stellantis N.V. (NYSE:STLA) Q2 2025 Earnings Call Transcript
Stellantis N.V. (NYSE:STLA) Q2 2025 Earnings Call Transcript July 29, 2025Stellantis N.V. misses on earnings expectations.
Incyte Corporation (NASDAQ:INCY) Q2 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Incyte Second Quarter 2025 Earnings Conference Call and Webcast.
TriMas Corporation (NASDAQ:TRS) Q2 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the TriMas Corporation Second Quarter 2025 Earnings Conference Call.
Asbury Automotive Group, Inc. (NYSE:ABG) Q2 2025 Earnings Call Transcript
Asbury Automotive Group, Inc. (NYSE:ABG) Q2 2025 Earnings Call Transcript July 29, 2025Asbury Automotive Group, Inc. beats earnings expectations.
Corning Incorporated (NYSE:GLW) Q2 2025 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for standing by. Welcome to the Corning Incorporated Second Quarter 2025 Earnings Call. [Operator Instructions].
NexPoint Residential Trust, Inc. (NYSE:NXRT) Q2 2025 Earnings Call Transcript
NexPoint Residential Trust, Inc. (NYSE:NXRT) Q2 2025 Earnings Call Transcript July 29, 2025NexPoint Residential Trust, Inc. misses on earnings expectations.
ImmunoPrecise Antibodies Ltd. (NASDAQ:IPA) Q4 2025 Earnings Call Transcript
ImmunoPrecise Antibodies Ltd. (NASDAQ:IPA) Q4 2025 Earnings Call Transcript July 29, 2025ImmunoPrecise Antibodies Ltd. misses on earnings expectations.
Polaris Inc. (NYSE:PII) Q2 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the Polaris Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.
Kiniksa Pharmaceuticals, Ltd. (NASDAQ:KNSA) Q2 2025 Earnings Call Transcript
Kiniksa Pharmaceuticals, Ltd. (NASDAQ:KNSA) Q2 2025 Earnings Call Transcript July 29, 2025Kiniksa Pharmaceuticals, Ltd. beats earnings expectations.
United Parcel Service, Inc. (NYSE:UPS) Q2 2025 Earnings Call Transcript
United Parcel Service, Inc. (NYSE:UPS) Q2 2025 Earnings Call Transcript July 29, 2025United Parcel Service, Inc. misses on earnings expectations.
Franklin Electric Co., Inc. (NASDAQ:FELE) Q2 2025 Earnings Call Transcript
Franklin Electric Co., Inc. (NASDAQ:FELE) Q2 2025 Earnings Call Transcript July 29, 2025Franklin Electric Co., Inc. misses on earnings expectations.
Bandwidth Inc. (NASDAQ:BAND) Q2 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Bandwidth Inc. Second Quarter 2020 Earnings Conference Call. All participants will be in listen-only mode.
Royal Caribbean Cruises Ltd. (NYSE:RCL) Q2 2025 Earnings Call Transcript
Royal Caribbean Cruises Ltd. (NYSE:RCL) Q2 2025 Earnings Call Transcript July 29, 2025Royal Caribbean Cruises Ltd. beats earnings expectations.
PayPal Holdings, Inc. (NASDAQ:PYPL) Q2 2025 Earnings Call Transcript
PayPal Holdings, Inc. (NASDAQ:PYPL) Q2 2025 Earnings Call Transcript July 29, 2025PayPal Holdings, Inc. beats earnings expectations.
Anywhere Real Estate Inc. (NYSE:HOUS) Q2 2025 Earnings Call Transcript
Anywhere Real Estate Inc. (NYSE:HOUS) Q2 2025 Earnings Call Transcript July 29, 2025Anywhere Real Estate Inc. misses on earnings expectations.
Alkermes plc (NASDAQ:ALKS) Q2 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Alkermes Second Quarter 2025 Financial Results Conference Call. My name is Rob, and I'll be your operator for today's call.
AudioCodes Ltd. (NASDAQ:AUDC) Q2 2025 Earnings Call Transcript
AudioCodes Ltd. (NASDAQ:AUDC) Q2 2025 Earnings Call Transcript July 29, 2025AudioCodes Ltd. misses on earnings expectations.
DTE Energy Company (NYSE:DTE) Q2 2025 Earnings Call Transcript
DTE Energy Company (NYSE:DTE) Q2 2025 Earnings Call Transcript July 29, 2025DTE Energy Company misses on earnings expectations.
Merck & Co., Inc. (NYSE:MRK) Q2 2025 Earnings Call Transcript
Operator: Thank you for standing by. Welcome to the Merck & Co., Inc., Rahway, N.J., USA Q2 Sales and Earnings Conference Call.
The Procter & Gamble Company (NYSE:PG) Q4 2025 Earnings Call Transcript
The Procter & Gamble Company (NYSE:PG) Q4 2025 Earnings Call Transcript July 29, 2025The Procter & Gamble Company beats earnings expectations.
Hedge Fund Resource Center
