DODGE & COX has opened a new $1.9B position in $BN, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $BN.
$BN Hedge Fund Activity
We have seen 352 institutional investors add shares of $BN stock to their portfolio, and 530 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DODGE & COX added 41,280,320 shares (+inf%) to their portfolio in Q4 2025, for an estimated $1,894,353,884
- ROYAL BANK OF CANADA removed 39,940,933 shares (-33.1%) from their portfolio in Q3 2025, for an estimated $1,826,099,456
- 1832 ASSET MANAGEMENT L.P. added 21,088,460 shares (+86.2%) to their portfolio in Q4 2025, for an estimated $967,749,429
- PERSHING SQUARE CAPITAL MANAGEMENT, L.P. removed 20,720,365 shares (-33.6%) from their portfolio in Q3 2025, for an estimated $947,335,087
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 18,431,459 shares (+5823.3%) to their portfolio in Q4 2025, for an estimated $845,819,653
- PRINCIPAL FINANCIAL GROUP INC removed 11,224,248 shares (-14.7%) from their portfolio in Q4 2025, for an estimated $515,080,740
- SOROBAN CAPITAL PARTNERS LP removed 7,471,449 shares (-66.1%) from their portfolio in Q3 2025, for an estimated $341,594,648
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$BN Analyst Ratings
Wall Street analysts have issued reports on $BN in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Securities issued a "Buy" rating on 11/14/2025
- CIBC issued a "Outperformer" rating on 11/14/2025
- RBC Capital issued a "Outperform" rating on 10/16/2025
- JP Morgan issued a "Overweight" rating on 10/03/2025
- Goldman Sachs issued a "Buy" rating on 09/02/2025
To track analyst ratings and price targets for $BN, check out Quiver Quantitative's $BN forecast page.
$BN Price Targets
Multiple analysts have issued price targets for $BN recently. We have seen 5 analysts offer price targets for $BN in the last 6 months, with a median target of $59.0.
Here are some recent targets:
- Cherilyn Radbourne from TD Securities set a target price of $59.0 on 11/14/2025
- Dean Wilkinson from CIBC set a target price of $52.0 on 11/14/2025
- Bart Dziarski from RBC Capital set a target price of $57.0 on 10/16/2025
- Kenneth Worthington from JP Morgan set a target price of $83.0 on 10/03/2025
- Alexander Blostein from Goldman Sachs set a target price of $78.0 on 09/02/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $BN ticker page for more data.
