Itaú Unibanco reported strong second-quarter 2025 results, exceeding market expectations in revenue and earnings per share. The bank's credit portfolio grew 7.7% year-over-year to BRL 1.39 trillion ($253 million), driven by profitable credit lines and low-risk, high-income customers. Non-performing loans remained stable at 2.3% (over 90 days), with a 10 bps decline in 15-90 day NPLs to 2.1%, marking the lowest individual default rate in history. Net interest income rose 12.7% year-over-year to BRL 31.2 billion ($5.69 billion), supported by a 15.4% increase in credit margins. Expenses increased 9.4% year-over-year, with technology costs rising 22.8%, and the bank reduced 63 physical units to 2,114 agencies. Recurring net income grew 14.3% year-over-year to BRL 11.5 billion ($2.1 billion), with ROE reaching 23.3%, the best among Brazilian banks. The bank trades at 7.9x 2025 earnings, below its historical average of 10x, implying 26% upside. Despite challenges from high interest rates and service revenue stagnation, the company's resilience, technological investments, and strong credit quality support a buy recommendation.

Citigroup Inc. increased its holdings in The Hartford Insurance Group, Inc. (HIG) by 4.6%, now owning 325,722 shares valued at approximately $40.3 million, representing 0.11% of the company's total shares. The fund purchased an additional 14,367 shares during the first quarter. Other institutional investors and hedge funds also adjusted their positions, including Park Square Financial Group LLC, which raised its stake by 146.2% to 261 shares worth $32,000, and Spurstone Advisory Services LLC and Center for Financial Planning Inc., which each bought new positions worth $33,000. Itau Unibanco Holding S.A. acquired a position worth $35,000 in the fourth quarter, and Meeder Asset Management Inc. increased its stake by 123.8% to 291 shares worth $36,000. Overall, 93.42% of HIG's shares are held by hedge funds and institutional investors. Analysts have set a target price range of $136.42 with a consensus rating of 'Moderate Buy'. The company announced a quarterly dividend of $0.52 per share, with a payout ratio of 18.86% and an annualized yield of 1.6%, to be paid on October 2nd to shareholders of record on September 2nd. The stock opened at $128.41, with a market capitalization of $36.11 billion, a P/E ratio of 11.64, and a debt-to-equity ratio of 0.25. The company reported $3.41 EPS for the quarter, exceeding estimates of $2.83, with revenue of $6.99 billion, slightly below $7.02 billion, and a 7.7% year-over-year increase. The return on equity was 19.60%, and net margin was 11.83%. Analysts project 11.11 EPS for the current year. The Hartford Insurance Group offers insurance and financial services to individuals and businesses in the U.S., the U.K., and internationally, primarily through its Commercial Lines segment.

Motley Fool Wealth Management LLC reduced its holdings in Fastenal by 10.4%, selling 14,933 shares in the first quarter and now owns 128,931 shares valued at $9,999,000. Other institutional investors such as Horizon Financial Services LLC, Itau Unibanco Holding S.A., Zions Bancorporation National Association UT, TruNorth Capital Management LLC, and Golden State Wealth Management LLC have also adjusted their positions in Fastenal. Fastenal reported a quarterly revenue of $2.08 billion and earnings per share of $0.29, exceeding estimates, with a 8.6% year-over-year revenue increase and a 15.30% net margin. The company announced a quarterly dividend of $0.22, yielding 1.8% annually, with a payout ratio of 84.62%. Analysts have issued various ratings, including a 'strong-buy' from Baird R W and a 'hold' consensus from MarketBeat. Company insiders, including the CFO and EVP, have sold shares, with the CFO reducing ownership by 67.38% to 10,192 shares. Fastenal distributes industrial and construction supplies across the United States, Canada, Mexico, and internationally.

Maryland State Retirement & Pension System reduced its holdings in Monolithic Power Systems by 12.5% during the first quarter, selling 313 shares and now owning 2,195 shares valued at $1,273,000. Other institutional investors such as Itau Unibanco Holding S.A., Meeder Asset Management Inc., and Global Financial Private Client LLC also adjusted their positions, with some increasing holdings significantly. Insiders, including the EVP and CFO, sold shares, resulting in reduced ownership. The company reported strong quarterly earnings with $4.21 EPS, exceeding estimates, and a 31.0% revenue increase. Analysts have raised price targets and issued 'buy' ratings, with a consensus target price of $838.09 and a 'Moderate Buy' rating. Monolithic Power Systems has a market cap of $38.52 billion and declared a $1.56 quarterly dividend, yielding 0.8%.

Forsta AP Fonden increased its stake in Deckers Outdoor Corporation by 42.4%, now owning approximately 0.05% of the company valued at $9.31 million. Several other institutional investors, including Mpwm Advisory Solutions LLC, Vega Investment Solutions, Mountain Hill Investment Partners Corp., Fourth Dimension Wealth LLC, and Itau Unibanco Holding S.A., also adjusted their holdings in the company during the fourth and first quarters. Deckers reported strong earnings with an EPS of $0.93 and 16.9% year-over-year revenue growth, reaching $964.54 million. The company achieved a net margin of 19.42% and a return on equity of 40.49%. Analysts have mixed ratings, with a consensus 'Hold' and an average price target of $137.50. The company has a market cap of $15.07 billion and declared a $2.25 billion share buyback program, allowing it to buy back up to 11.7% of its shares. Insiders also made transactions, with one director purchasing 1,825 shares at $109.76 per share and another selling 6,244 shares at $103.89 per share.