Analysts Turn More Bullish on Nordson (NDSN) After Strong Q4 Results
A few days earlier, on December 12, DA Davidson raised its price target on Nordson to $290 from $285 and kept a Buy rating after the company delivered a Q4 earnings beat.
Hedge Fund Investor Letters Q4 2025
We will be sharing Q4 2025 hedge fund investor letters in this article.
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Lowe’s Builds on Stable Demand and Shareholder Returns
Lowe’s Companies, Inc. (NYSE:LOW) stands out as a reliable dividend payer. The company maintains a payout ratio of roughly 40% of earnings and an even smaller share of free cash flow.
TD Cowen Lifts Aflac (AFL) Target, Holds Neutral View
On December 22, TD Cowen raised its price target on Aflac Incorporated (NYSE:AFL) to $102 from $100 and kept a Hold rating on the shares.
Citi Raises Cintas (CTAS) Target but Keeps Sell Rating
That same day, the Wall Street Journal reported that Cintas Corporation (NASDAQ:CTAS) had submitted a renewed takeover bid for UniFirst Corp., valuing the deal at roughly $3.96 billion in equity.
BMO Sees Competitive Pressures Weighing on Brown & Brown (BRO) Shares
On December 23, BMO Capital downgraded Brown & Brown, Inc. (NYSE:BRO) to Market Perform from Outperform and trimmed its price target to $88 from $90.
Wolfe Expects More Spending at Target (TGT) as Activist Pressure Builds
On December 30, Wolfe Research analyst Spencer Hanus reiterated an Underperform rating on Target Corporation (NYSE:TGT) with an $81 price target after the Financial Times reported that activist investor...
Morgan Stanley Rebalances Utilities View, Cuts Atmos Energy (ATO) to Equal Weight
On December 16, Morgan Stanley downgraded Atmos Energy Corporation (NYSE:ATO) to Equal Weight from Overweight and lowered its price target to $172 from $182 as part of its 2026 utilities outlook.
Valuation Limits Upside for Illinois Tool Works (ITW), Goldman Says
On December 16, Goldman Sachs downgraded Illinois Tool Works Inc. (NYSE:ITW) to Sell from Neutral and cut its price target to $230 from $258.
Wells Fargo Sees Pricing Recovery and Market Share Gains for Nucor (NUE)
On December 18, Wells Fargo analyst Timna Tanners lowered the price target on Nucor Corporation (NYSE:NUE) to $176 from $178 and kept an Overweight rating on the shares.
UBS Trims Eversource (ES) Target but Sees Constructive Regulatory Progress
On December 17, UBS lowered its price target on Eversource Energy (NYSE:ES) to $73 from $78 and kept a Neutral rating on the shares.
KeyBanc Sees Injectable GLP-1s Driving Ongoing Demand for WST
KeyBanc sees limited risk to oral weight loss drugs through 2030, even with the potential approval of an oral version of Wegovy.
Wells Fargo Sees Opportunity at Walmart (WMT) Despite Uneven Sector Backdrop
On December 19, Wells Fargo raised its price target on Walmart Inc. (NASDAQ:WMT) to $130 from $120 and kept an Overweight rating on the shares.
Barclays Raises Johnson & Johnson (JNJ) Target on Strength in Key Drugs
On December 30, Barclays raised its price target on Johnson & Johnson (NYSE:JNJ) to $217 from $197 and kept an Equal Weight rating on the shares.
BofA Turns More Bullish on C.H. Robinson (CHRW) with Target Increase
On December 24, BofA raised its price target on C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) to $182 from $167 and kept a Buy rating on the shares.
9 Best Performing Micro Cap Stocks in 2025
A Bloomberg report published on January 2, 2026, argues that 2025 was an everything rally.
Jim Cramer Shared His Takes on These 14 Stocks
“The beginning of the year, a wildly emotional time. What do you got? You got the ride ‘em cowboy crowd that likes to stick with the stocks with the best momentum from the previous year.
Hedge Fund and Insider Trading News: Boaz Weinstein, Chris Hohn, Michael Platt, Eisler Capital, Enko Capital Management, United Natural Foods Inc (UNFI), Texas Pacific Land Corp (TPL), and More
You may be concerned about the recent declines in AI stocks such as NVDA.
Jim Cramer Offered Insights on These 16 Stocks
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On January 6, Brad Gerstner, the founder and CEO of Altimeter Capital, appeared on a CNBC Television interview to talk about how he is positioning his portfolio for 2026.
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Fertilizer prices climbed to record highs in 2022 due to tight global supplies, energy shocks, and trade disruptions.
Here’s Why Ave Maria Value Fund Picked WaterBridge Infrastructure (WBI) in Q3
Investment management company Ave Maria recently released its “Ave Maria Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Ave Maria Value Fund’s Q3 2025 Investor Letter
Investment management company Ave Maria recently released its “Ave Maria Value Fund” third-quarter 2025 investor letter.
Do You Believe in the Earnings Potential of TIC Solutions (TIC)?
Investment management company Ave Maria recently released its “Ave Maria Growth Focused Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Ave Maria Growth Focused Fund’s Q3 2025 Investor Letter
Investment management company Ave Maria recently released its “Ave Maria Growth Focused Fund” third-quarter 2025 investor letter.
Is AptarGroup (ATR) an Undervalued Stock?
Investment management company Ave Maria recently released its “Ave Maria Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Ave Maria Rising Dividend Fund’s Q3 2025 Investor Letter
Investment management company Ave Maria recently released its “Ave Maria Growth Fund” third-quarter 2025 investor letter.
Is Tower Semiconductor (TSEM) Well-Positioned to Benefit from Growth in Silicon Photonic Content Production?
Investment management company Ave Maria recently released its “Ave Maria Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Shift4 Payments (FOUR) an Investment Bet?
Investment management company Ave Maria recently released its “Ave Maria Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here's Why Drove Growth in Entegris’ (ENTG) Products
Investment management company Ave Maria recently released its “Ave Maria Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Ave Maria Growth Fund’s Q3 2025 Investor Letter
Investment management company Ave Maria recently released its “Ave Maria Growth Fund” third-quarter 2025 investor letter.
Why These Energy Stocks are Gaining This Week
The energy sector started off 2026 on a high, with the S&P Energy index jumping by as much as 2.7% on January 5.
Broadcom (AVGO) Rose on Record Earnings and Higher Demand
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Intel (INTC) Rallied Following the Partnership Announcement with NVIDIA
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here's why Alphabet (GOOG) is on the Detractors’ list of Impax US Sustainable Economy Fund
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Impax US Sustainable Economy Fund’s Q3 2025 Investor Letter
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025 investor letter.
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