Charles Schwab Investment Management Inc. increased its stake in Texas Pacific Land Corporation (NYSE: TPL) by 2.1% in the first quarter, holding 183,485 shares valued at $243.12 million, representing approximately 0.80% of the company. Texas Pacific Land reported earnings of $5.05 per share, below the consensus estimate of $5.48, with quarterly revenue of $187.54 million versus expectations of $198 million. The company declared a quarterly dividend of $1.60, resulting in an annualized yield of 0.7% and a payout ratio of 31.90%. Other major investors including Vanguard Group, GAMMA Investing LLC, Northern Trust Corp, Schwartz Investment Counsel Inc., and Price T Rowe Associates Inc. also adjusted their holdings. The stock traded at $857.47 on Tuesday, with a market capitalization of $19.71 billion, a P/E ratio of 42.73, and a beta of 1.14. The company operates in land and resource management, water services, and owns significant oil and gas royalty interests in western Texas. Analysts currently hold a 'Hold' rating on the stock, with no strong recommendations noted.

T. Rowe Price Group, Inc. announced a quarterly dividend of $1.27 per share, with a yield of 4.8%, to be paid on September 29th to shareholders of record on September 15th. The company reported earnings per share (EPS) of $2.24 for the quarter, exceeding estimates by $0.09, despite a 0.6% year-over-year revenue decline. The dividend payout ratio is 60.3%, with an expected future ratio of 52.8%. Analysts project EPS of $9.62 for next year, supporting the $5.08 annual dividend. The stock rose to $105.27 on Monday, with a trading volume of 1,123,661 shares. The company has a market cap of $23.13 billion, a P/E ratio of 11.76, and a beta of 1.47. A vice president sold 2,000 shares at $95.43, reducing insider ownership by 4.27%. Institutional investors, including Wealthspire Advisors, Vanguard Group, and Nomura, increased their holdings. T. Rowe Price is a global investment manager offering mutual funds and investment services to individuals, institutions, and retirement plans.

Cetera Investment Advisers increased its stake in Kimco Realty Corporation by 94.0%, acquiring 30,683 additional shares, bringing its total holdings to 63,327 shares valued at $1.34 million. The company recently announced a quarterly dividend of $0.25 per share, resulting in a 4.8% yield and a dividend payout ratio of 120.48%. Institutional investors including Resolution Capital Ltd, Northern Trust Corp, Dimensional Fund Advisors LP, Price T Rowe Associates Inc. MD, and Deutsche Bank AG also adjusted their positions. Kimco Realty reported strong quarterly earnings with $0.44 EPS, revenue of $525.18 million, and a net margin of 28.54%, while maintaining a market capitalization of $14.08 billion and a P/E ratio of 25.05. Analysts have a mixed outlook, with a consensus rating of 'Moderate Buy' and a target price of $24.57.

Invesco's IVZ reported a 1.2% increase in preliminary assets under management (AUM) for July 2025, reaching $2.02 trillion, driven by positive market conditions and long-term net inflows of $5.8 billion, partially offset by unfavorable foreign exchange movements that reduced AUM by $8.5 billion. The company's average total AUM for the quarter through July 31 was $2.03 trillion, with active AUM at $1.1 trillion. AUM in ETFs & Index Strategies rose 2.2% to $559 billion, Global Liquidity AUM increased 2.1% to $200.5 billion, and China JV & India AUM grew 2.9% to $123.7 billion. QQQ’s AUM reached $360.6 billion, up 2.2%. However, Fundamental Fixed Income AUM declined 1% to $298.5 billion, while Fundamental Equities and Private Markets AUMs decreased marginally. Over the past five years, IVZ's AUM grew at a CAGR of 8.5%. The company's 2019 acquisition of OppenheimerFunds significantly boosted its AUM. Invesco has capitalized on rising demand for passive products, which accounted for 45.7% of total AUM as of June 30, 2025. Peer companies Franklin Resources, Inc. (BEN) and T. Rowe Price (TROW) also reported steady AUM growth, with Franklin reporting a July AUM of $1.62 trillion and T. Rowe Price maintaining a CAGR of 2.3% over the past four years. Invesco's shares have rallied 17% in 2025, trading at a forward P/E of 9.89, below the industry average, with Zacks estimating 4.7% year-over-year earnings growth in 2025 and 25.5% in 2026.

Atria Wealth Solutions Inc. increased its stake in Monolithic Power Systems, Inc. (MPWR) by 26.2% in the first quarter, owning 2,269 shares valued at $1.318 million. Other major institutional investors also adjusted their positions, with GAMMA Investing LLC increasing holdings by 76,432.3%, Price T Rowe Associates Inc. MD by 16.3%, Siemens Fonds Invest GmbH by 18,567.3%, and Ensign Peak Advisors Inc. by 121.7%. Insiders, including the CFO and EVP, sold significant shares, reducing their ownership. Analysts raised price targets for MPWR, with KeyCorp, Stifel Nicolaus, Wells Fargo & Company, Oppenheimer, and TD Cowen updating their ratings and targets. The company reported strong quarterly earnings, exceeding expectations with $4.21 EPS, a 31% revenue increase, and a 73.17% net margin. It also announced a $1.56 quarterly dividend, yielding 0.8% and maintaining a market cap of $38.52 billion.