Goldman Sachs Group Inc. reduced its holdings in Marathon Petroleum Corporation (NYSE:MPC) by 6.0% in the first quarter, selling 175,471 shares and now owning 2,769,884 shares, representing 0.89% of the company's stock valued at $403.5 million. Other institutional investors such as Westwood Holdings Group Inc., West Michigan Advisors LLC, iA Global Asset Management Inc., ABC Arbitrage SA, and Reaves W H & Co. Inc. also adjusted their positions. Marathon Petroleum reported Q1 earnings of $3.96 EPS and $34.10 billion in revenue, beating estimates, though revenue declined year-over-year by 11.1%. The company announced a quarterly dividend of $0.91 per share, with an annualized yield of 2.3%. Analysts have raised price targets, with UBS, Barclays, Wells Fargo, Citigroup, and Mizuho increasing their estimates, while the consensus rating remains 'Hold' at $185.29. Marathon Petroleum operates as an integrated downstream energy company in the U.S., with a market cap of $48.93 billion and key financial metrics including a P/E ratio of 23.88 and a debt-to-equity ratio of 1.15.

Mizuho Securities USA LLC reduced its stake in GE Vernova Inc. by 15.4% in the first quarter, selling 4,035 shares and holding 22,091 shares worth $6.744 million as of the latest 13F filing. GE Vernova reported strong quarterly earnings of $1.86 per share, exceeding estimates, with $9.11 billion in revenue, an 11.1% year-over-year increase. The company announced a $0.25 per share quarterly dividend, resulting in a 0.2% annual yield and a 24.10% payout ratio. The firm's market capitalization is $176.65 billion, with a P/E ratio of 156.37 and a PEG ratio of 4.49. Several institutional investors, including Navigoe LLC, EQ Wealth Advisors LLC, IMA Advisory Services Inc., Clarity Asset Management Inc., and Orion Capital Management LLC, have acquired new stakes in the company during the first or fourth quarters. Analysts have issued various ratings, with Morgan Stanley, Susquehanna, and Citigroup raising price targets, while one brokerage lowered its rating to 'hold'. The stock currently has a consensus rating of 'Moderate Buy' and an average target price of $560.21.

Mizuho Securities USA LLC reduced its holdings in American Tower Corporation (NYSE:AMT) by 15.5% in the first quarter, ending with 37,416 shares valued at $8.142 million. Other institutional investors such as Pandora Wealth Inc., Fiduciary Family Office LLC, True North Advisors LLC, and Koa Wealth Management LLC made new or increased positions in the company. CEO Juan Font sold 720 shares at $208.33 per share, reducing his stake by 2.98%. American Tower reported a quarterly EPS of $2.60, exceeding estimates, with revenue of $2.63 billion and a net margin of 12.60%. The company paid a $1.70 per share dividend, resulting in an annualized yield of 3.3% and a payout ratio of 247.27%. Analysts adjusted price targets, with Wells Fargo lowering its target to $230, while JMP Securities and UBS raised theirs to $260. The company maintains a large global portfolio of over 224,000 communications sites and is a leading multitenant communications real estate operator.

Royal Bank of Canada has raised its price target for Ball Corporation stock from $69.00 to $70.00, indicating a potential upside of 29.49% from the current price. Ball's stock closed at $54.06, up 2.0% during trading, with a market capitalization of $14.71 billion. Analysts have varied ratings and price targets, with a consensus rating of 'Moderate Buy' and an average target price of $65.27. Mizuho, Truist Financial, Citigroup, UBS Group, and Bank of America have also adjusted their price targets and ratings. The company reported quarterly earnings of $0.90 per share, exceeding estimates, with revenue of $3.34 billion and a 12.8% year-over-year increase. Institutional investors, including Rosenberg Matthew Hamilton, Cary Street Partners, Strengthening Families & Communities, SVB Wealth, and Whipplewood Advisors, have increased their positions in Ball shares. Ball Corporation supplies aluminum packaging for beverage, personal care, and household products in the United States, Brazil, and internationally.

HTF Market Intelligence has released a comprehensive Global Credit Intermediation Market Study covering the period 2025–2031. The market was valued at USD 22.3 billion in 2024 and is projected to reach USD 29.8 billion by 2031, growing at a CAGR of 4.23%. The report segments the market by service type (bank and non-bank intermediation), credit type (commercial and consumer), and asset class (loans, bonds, securitized assets). Key players include JPMorgan Chase, Bank of America, Citigroup, Barclays, HSBC, Goldman Sachs, BNP Paribas, Crédit Agricole, Deutsche Bank, UBS, Standard Chartered, Mizuho, Sumitomo Mitsui, DBS, and several fintechs. Market trends highlight algorithm-driven credit scoring, embedded lending, P2P platforms, AI-based underwriting, open banking, green lending, and digital onboarding. Growth drivers include financial inclusion, digital lending, SME credit demand, government-backed schemes, and embedded finance. Opportunities include micro-credit in rural areas, white-label SME platforms, embedded finance, green credit, and cross-border financing. Restraints include credit risk, regulatory uncertainty, cybersecurity, and low financial literacy. North America dominates the market, while Africa and South Asia are the fastest-growing regions. The report includes a five forces and PESTLE analysis to assess market dynamics.