Apps

Photo: Pear285 / Wikimedia Commons (CC BY-SA 4.0)

Estee Lauder Target Raised to $80 by Barclays

Analysts largely reiterated upbeat price-target revisions for Estee Lauder Companies, with Barclays lifting its target to 80 and multiple firms maintaining a mix of Hold and Buy ratings, while EL’s latest quarterly results slightly beat estimates. Separately, TD Cowen boosted e.l.f. Beauty’s target to 85 as the company eyes stronger Q1 FY2027 growth and a valuation that supporters argue remains attractive amid broader cosmetic stock interest.

5 sources

Photo: ehnmark / Wikimedia Commons (CC BY 2.0)

Madison Asset Management Boosts JIRE Stake, Trims Others

Madison Asset Management LLC reshuffled several ETF positions in Q1, notably boosting its stake in JPMorgan International Research Enhanced Equity ETF by about 8% to 335,261 shares, while trimming holdings in iShares MSCI Emerging Markets Asia ETF, Madison Short Term Strategic Income ETF, and Madison Dividend Value ETF by roughly 6.3%, 11%, and 7.8% respectively. The moves were part of broader fund activity noted among multiple investors, including new positions and other percentage changes across the listed funds.

9 sources

Photo: BillCramer / Wikimedia Commons (CC BY-SA 4.0)

Stone Loft Wealth acquires Vanguard ETF stake

Stone Loft Wealth Management LLC disclosed new long positions across multiple ETFs in Q1: 24,757 shares of Vanguard S&P 500 ETF (VOO) valued at about $14.8 million as its 4th-largest holding, 13,338 shares of Schwab Government Money Market ETF (SGVT) around $1.34 million, 11,381 shares of Vanguard Dividend Appreciation ETF (VIG) about $2.45 million, and 21,630 shares of Vanguard Extended Market ETF (VXF) near $4.45 million, with each stake representing a notable portion of its portfolio. The moves accompany ongoing activity by other institutional investors in these funds, highlighting broad diversification into large-cap core, government money market, and diversified equity play ETFs.

25 sources

Rice Partnership Raises Eli Lilly Stake to 20,667 Shares, 2.6% of Portfolio

Rice Partnership LLC increased its Eli Lilly stake to 20,667 shares (~$19.0 million) and opened a new 7,783-share position in Cheniere Energy, while trimming its iShares MSCI Germany ETF holding to 618,221 shares (~$24.5 million) and adding a 31,967-share position in JPMorgan Municipal ETF (~$1.6 million) in the first quarter.

6 sources

Photo: User:klip game / Wikimedia Commons (Public domain)

Ridgepath Capital Expands ProShares ETF Positions Q1

Ridgepath Capital Management LLC expanded and diversified its ETF holdings in Q1, adding to ProShares Ultra S&P500 (SSO), ProShares UltraPro Short Russell 2000 (SRTY), JPMorgan Ultra-Short Income ETF (JPST), and ProShares UltraPro QQQ (TQQQ) while reducing its stake in ProShares UltraPro S&P 500 (UPRO). JPST emerged as Ridgepath’s largest position at about 23.6% of the portfolio, with notable increases across several funds and SSO and SRTY among meaningful but smaller additions.

8 sources

Photo: ajay_suresh / Wikimedia Commons (CC BY 2.0)

CVS Health Bond ETF Holdings Across Five Treasuries in Q1

CVS Health Corp disclosed new positions across five bond ETFs in Q1: IEI with 182,800 shares valued at about $21.68 million (roughly 10.2% of CVS’s portfolio), VCSH with 120,000 shares about $9.51 million (roughly 4.5%), TLT with 20,000 shares about $1.73 million (0.8%), VCIT with 60,000 shares about $4.97 million (2.3%), and IEF with 35,000 shares about $3.34 million (1.6%). These moves illustrate CVS’s diversification across short, intermediate, and long-duration Treasuries and corporate bond exposures.

18 sources

Photo: Dazzling4 / Wikimedia Commons (CC BY-SA 4.0)

Element Pointe Increases IHF Stake 9.6%

Element Pointe Advisors LLC boosted positions across multiple ETFs in the first quarter, including a 9.6% increase in iShares U.S. Healthcare Providers ETF (IHF), a 3.3% rise in iShares Core S&P 500 ETF (IVV) where it holds its largest stake, and a new 223,948-share investment in SPDR S&P Transportation ETF (XTN) valued around $20.8 million, while trimming its stake in iShares MSCI USA Quality Factor ETF (QUAL) by 7.3%. Other institutions also adjusted their holdings in these funds during the period.