SpaceX (NASDAQ: SPCX) stock has undergone a sharp reversal just weeks after completing the largest IPO in history, raising questions about whether the pullback presents a buying opportunity or signals further downside.
After debuting at $135 per share in June 2026 and rallying to a post-IPO high of about $226, SpaceX stock has fallen to $124 as of press time.
The decline of roughly 45% from its peak has pushed shares below their IPO price and wiped nearly $1 trillion from the company’s market value, reducing its valuation from about $2.6 trillion to $1.6 trillion.
SPCX 30-day stock price chart. Source: Finbold Why SpaceX stock plunged post-IPO The sell-off reflects a common post-IPO pattern, with early enthusiasm giving way to profit-taking, insider selling, and valuation concerns.
Additional pressure has come from share unlocks, rising short interest, a recent Starship testing setback, and a broader pullback in speculative technology stocks. Even so, SpaceX remains among the world’s most valuable public companies.
The strongest case for buying SpaceX stock is Starlink, the company’s primary revenue and profit driver.
The satellite broadband service now serves more than 10 million users worldwide, generating recurring, high-margin revenue from consumer, enterprise, and government customers, including Starshield contracts.
Notably, SpaceX generated $18.7 billion in revenue in 2025, up 33% year-over-year, with revenue projected to reach between $22 billion and $30 billion in 2026 if subscriber growth and launch activity remain strong.
While Starlink powers current growth, the long-term investment case largely depends on the success of Starship.
The next-generation rocket could significantly reduce launch costs if development stays on track. A successful rollout would support faster satellite deployments, in-orbit refueling, lunar missions, and new opportunities such as orbital data centers.
However, Starship remains in testing and faces execution risks. Technical setbacks, regulatory challenges, or development delays could weigh on investor sentiment and future growth prospects.
As a result, upcoming Starship flight tests may be more important than short-term stock movements in shaping SpaceX’s long-term valuation.
Is SpaceX a buy? Whether SpaceX stock is a buy at current levels largely depends on an investor’s time horizon.
The 45% decline has reduced some of the valuation excess seen after the IPO, but SpaceX still trades at a premium to many established technology and industrial companies. Even after the sell-off, its valuation remains heavily tied to future growth rather than current profitability.
Although revenue continues to expand, SpaceX reported a net loss of about $4.9 billion in 2025 as it invested heavily in infrastructure, research and development, artificial intelligence initiatives, and Starship development.
Investors bullish on satellite communications, reusable space transportation, and the broader space economy may view the pullback as a more attractive entry point.
More cautious investors may prefer to wait for evidence of sustained profitability, successful Starship milestones, and the completion of major share unlock events.
Key near-term catalysts include earnings results, Starlink subscriber growth, and Starship test flights. Strong execution could improve sentiment, while operational setbacks or insider selling may keep the stock volatile.
Joining the Nasdaq-100 represents a big milestone, as it includes the biggest non-financial companies on the Nasdaq. The idea is, once a company joins, it may see its share price advance as managers of funds tracking this index buy shares -- since their funds must mimic the index's performance, they have to make these additions.
The Nasdaq-100 rebalances annually to remove certain members and add new ones, and it also may add members at other points in the year. And this brings me to the reason why the Nasdaq-100 has drawn attention in recent times. The index adjusted its admission rules to allow companies in sooner after their market launches than ever before -- and that resulted in Space Exploration Technologies (SPCX 5.41%) joining the Nasdaq-100 earlier this month.
So now, with SpaceX newly in the index, investors may be wondering: What happens to stocks after joining the benchmark? History has a clear answer.
Image source: Getty Images.
An Elon Musk-led company So, first, a note about SpaceX. The company, a giant in rocket launches, satellite-based connectivity, and artificial intelligence (AI), has drawn great attention from investors due to this dynamic mix of businesses. And some investors also like the idea of being involved in a business led by Elon Musk. Also at the helm of electric vehicle giant Tesla, he's known for his commitment to innovation.
SpaceX's IPO, the world's largest, was massively oversubscribed, and the stock rose right out of the gate, gaining 67% from the IPO price of $135 to a peak of $225 on June 16. And the company's trillion-dollar valuation helped it land a spot on the Nasdaq-100 on July 7, about 15 days after its launch as part of the index's new "fast track" rules. Prior to this, a company had to wait at least three months for inclusion.
So far, the Nasdaq-100 addition hasn't brought SpaceX lasting gains. The stock has declined from its peak, and as of the July 17 market close, SpaceX traded at $123.99, significantly below its IPO price.
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New additions to the Nasdaq-100 For some clues about what may happen next, let's turn to history. We'll consider some of the new additions to the index over the past three years and their performances in the two months following their entrance.
As we can see, six out of 10 stocks advanced during this time period. But in the case of Seagate Technology and Western Digital, we can't attribute the movement to entrance in the index: Both companies are involved in the booming AI memory and storage businesses, and stocks in the industry have soared this year.
So history offers us a clear answer: While a stock may see a bit of upward momentum around the time of its addition to the index, it's generally limited in size and duration. In some cases, it's hardly even noticeable.
SpaceX has echoed this, advancing slightly right after the addition. But then the stock plummeted in the days to follow.
SPCX data by YCharts
Look to earnings What does this mean for you as an investor? A stock's entry into a particular index isn't a reason to add that player to your portfolio. It's great that a company is acknowledged as a giant of the times, but this doesn't necessarily make it a fantastic investment. Instead, investors should look to the company's earnings track record, or if the company isn't yet profitable, consider its path to profitability: Does it have a clear roadmap and goals that are attainable? And it's important to consider your own investment style too.
For example, SpaceX isn't yet profitable, and some of its biggest goals rely on technology that hasn't yet been proven -- if the company reaches its goals, it may be a smashing success, but along the way, the stock carries a significant amount of risk. So, while SpaceX may be appropriate for a very aggressive investor, it's not the best choice for a cautious investor.
History offers us a clear message: Nasdaq-100 membership, while exciting, isn't the key to stock performance. All of this means it's a better idea to turn our attention to the company's -- whether it's SpaceX or another -- next earnings reports and progress toward goals.
There's little doubt that Elon Musk's Space Exploration Technologies (SPCX 5.41%) will remain the biggest and best-known name in the space business for at least the next five years. In terms of performance, though, bigger isn't always better. There's another much smaller space company that's likely to be more rewarding to its shareholders, not despite its size, but because of it.
That company is Rocket Lab (RKLB +0.59%).
Image source: Getty Images.
Rocket Lab in focus If you're not familiar with it, it's simple enough. Rocket Lab makes reusable orbital launch vehicles. In other words, rockets. Its flagship product/service right now is a relatively small rocket -- called Electron -- that's capable of putting up to 660 pounds worth of payload into low Earth orbit. And it's now been launched 91 times, deploying over 260 satellites.
The company's thinking bigger, though. While still in the testing stage, Rocket Lab's Neutron rocket, expected to begin its initial flights near the end of this year, can lift up to 14 tons worth of cargo, or even launch missions to Mars. With this sort of medium-lift potential, Rocket Lab will be competing with some of SpaceX's launch capabilities.
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In the meantime, the company also provides satellite components and can even help companies design and build this orbiting equipment.
Ready to outperform But can Rocket Lab actually beat massive SpaceX at its own game?
Probably not. However, that's not quite the question investors are asking. What most investors want to know is how the two stocks will perform compared to one another for the foreseeable future.
That's where recently IPO'd and richly valued SpaceX shares face a distinct disadvantage. Like most other initial public offerings, this one is likely to founder for at least a year (if not more) while the market digests the fact that the $1.6 trillion behemoth isn't likely to justify this market cap with actual earnings anytime soon.
For perspective, SpaceX generated just under $19 billion in revenue last year, with the bulk of that coming from artificial intelligence rather than space-launch services or satellite-based broadband service Starlink.
Granted, that's the market where Musk expects most of the growth opportunity to take shape. SpaceX's IPO prospectus suggests there's $26.5 trillion in AI business up for grabs in the foreseeable future.
The only problem? It's not clear where he's getting the number, nor is there a time frame attached to it.
There's also the not-so-small matter that the AI business is already a crowded one, with powerhouses like Alphabet and Microsoft capable of keeping SpaceX's artificial intelligence efforts in check. It would take a sizable chunk of this potential revenue to justify SpaceX's value, and there's no guarantee it will produce it.
One thing is for sure. There's not enough future revenue on the table for Starlink or space launches alone to justify SPCX stock's present price, never mind the company's complexity and subsequent lack of focus.
Meanwhile, shares of tightly focused companies have been more than halved since their May peak, mostly to make room for SpaceX's arrival to the publicly traded market. This only adds to the potential rebound stemming from this year's expected year-over-year revenue growth of 53%.
Since the 2022 bear market bottomed nearly four years ago, Wall Street's historic rally has been driven by two catalysts: the evolution of artificial intelligence (AI) and the leadership of the "Magnificent Seven."
The beauty of the Magnificent Seven is that they all possess one or more sustainable competitive advantages, providing them with ample cash flow to undertake intriguing growth initiatives. This includes social media maven Meta Platforms (META 2.79%), which is among the 13 publicly traded companies on U.S. exchanges to be valued at north of $1 trillion.
But sometimes high-growth initiatives require sacrifices. Mark Zuckerberg's Meta appears set to abandon a $174 billion investment that's had a decisively positive impact on its bottom line to further its AI ambitions.
Image source: Getty Images.
Meta Platforms may be on the verge of axing this $174 billion investment Make no mistake: Meta's billionaire boss has aggressively invested in several high-growth initiatives, including the metaverse and, more recently, artificial intelligence. But it's Meta's hearty share repurchase program that's done some heavy lifting over the last decade.
Although no share buybacks were undertaken in 2016, the company has been purchasing its own stock on a regular basis ever since:
Collectively, Meta Platforms has spent approximately $174 billion to retire nearly 12.7% of its outstanding shares. For companies with steady or growing net income, such as Meta, a steadily declining share count can result in higher earnings per share over time. In other words, share repurchases have made Meta's stock more attractive to value-seeking investors.
But with the company increasing its forecast for AI-related capital expenditures (capex), it hasn't repurchased shares since the third quarter of 2025. Furthermore, reports have suggested that Meta is weighing the option of issuing equity and undoing some of its share buybacks to fund its AI infrastructure build-out.
Image source: Getty Images.
History offers a tale of promise and peril for Meta Historically speaking, Meta's all-in approach with artificial intelligence isn't without risks. Every game-changing technology for more than three decades has endured an early stage bubble-bursting event. Meta shareholders are especially aware of this historical correlation, given the company's poor performance in 2022 after the metaverse bubble burst.
The puzzle pieces for an AI bubble are firmly in place. If history were to rhyme and the AI bubble bursts, Meta Platforms' stock would likely be weighed down, at least over the short term.
Big Tech CapEx has reached unprecedented levels:
The combined CapEx of Amazon, $AMZN, Google, $GOOG, Meta, $META, and Microsoft, $MSFT, is expected to surge +98% YoY, to a record $715 billion in 2026.
This is nearly 3 TIMES the amount spent in 2024 and more than 5 TIMES 2023... pic.twitter.com/L29Dx8JaAi
-- The Kobeissi Letter (@KobeissiLetter) May 2, 2026 At the same time, Meta is one of the few companies enjoying immediate benefits from the integration of AI solutions. Incorporating generative AI into its advertising platforms has enabled Meta's clients to tailor static and video messages to users. This can improve click-through rates and enhance Meta's already impressive ad pricing power.
Zuckerberg's company also recently unveiled plans to sell excess AI data center compute capacity. This should help ease the sting of Meta's otherworldly AI capex, especially given its sustainable competitive edge and robust cash flow tied to its social media assets.
Meta's AI investments should pay off in the long term, but the ride could be bumpy without share buybacks as an added catalyst.
SummaryCompaniesJury selection begins Monday in Nashville for a seven-week trialTennessee seeks penalties and an order requiring Instagram platform changesA New Mexico jury awarded that state $375 million in damages earlier this yearJuly 20 (Reuters) - Meta Platforms (META.O), opens new tab faces trial in Tennessee on Monday over the state's claims that Instagram's design is to blame for a youth mental-health crisis, one of several trials in the coming weeks testing allegations that the company's social media platforms were intentionally built to be addictive.
Tennessee accuses the company of violating the state's consumer protection law by knowingly designing a product that drives teens to compulsive use and misleading the public about its safety.
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The lawsuit, filed by Attorney General Jonathan Skrmetti's office, claims Meta failed to disclose extensive internal research showing Instagram could harm teens and continued offering features it knew were dangerous without warning users.
The state alleges founder and CEO Mark Zuckerberg was repeatedly warned by some Meta employees about research that found a negative impact on teens, but declined to fund efforts to minimize those harms and made misleading public statements about the amount of harmful content on the platforms.
Skrmetti is seeking financial penalties and a court order directing Instagram to modify aspects of the platform that the state says are harmful to teens' mental health. The case focuses on features like autoplay, Instagram's Reels videos, notifications and designs that cause content to disappear after a certain period.
A Meta spokesperson said in a statement on Friday that the company already has built-in controls to protect the hundreds of thousands of Tennessee teens who use social media every day.
"We want them to do that in a protected space, which is why we’ve spent a decade building safe, age-appropriate defaults for teens alongside simple tools for parents to set the right boundaries for their family," the spokesperson said.
The company has argued the state's claims of harm are based on the content posted on Instagram by its users, and that a federal law, Section 230 of the Communications Decency Act, shields the company from liability for third-party content.
OVERLAPPING TRIALSJury selection will begin in Nashville on Monday for the first phase of the trial. The jury will decide whether Meta violated Tennessee law. If the jury finds it did, the case will move to a second phase where the judge will weigh monetary penalties and potential changes to Instagram. Tennessee’s consumer protection law levies a fine of up to $1,000 per violation.
The trial, which is slated to last for seven weeks, is scheduled to overlap with at least two other trials against the company in courts in California as it faces thousands of lawsuits over similar claims in both state and federal court.
Nearly every state in the country has filed claims against Meta over its platforms’ alleged impact on children. A trial over claims against Meta brought by 29 states alleging the company violated federal law protecting data collected from children and additional state law claims from California, Colorado, Kentucky and New Jersey is scheduled to begin on August 18 in federal court in California.
Separately, Meta and other social media companies are facing thousands of lawsuits brought by individuals and school districts in both state and federal court.
A trial against Meta and Snapchat parent Snap Inc (SNAP.N), opens new tab over the claims brought by a 15-year-old boy from Florida known as R.K.C., who alleges that social media damaged his mental health, is scheduled to begin on July 27.
The companies have broadly denied the allegations in these lawsuits, arguing they have sought to protect children and should not be liable for claims they say are based on content posted by their users.
SECOND STATE TRIALTennessee’s trial is the second to test claims in a lawsuit brought by a state against Meta.
New Mexico’s lawsuit against the company went to trial earlier this year, and a jury found the company had misled consumers about the safety of its Facebook, Instagram and WhatsApp platforms. The jury awarded the state $375 million in damages.
The judge held a separate bench trial over New Mexico’s claim the company had created a public nuisance, and is currently weighing whether to order the company to make changes and direct it to pay additional damages to repair the harms.
Reporting by Diana Novak Jones in Chicago, Editing by Alexia Garamfalvi and Matthew Lewis
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Diana reports on product liability, litigation, mass torts and the plaintiffs' bar. She previously worked at Law360 and the Chicago Sun-Times.
Dimensional Fund Advisors LP boosted its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 5.6% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,145,660 shares of the electric vehicle producer’s stock after purchasing an additional 270,950 shares during the quarter. Tesla makes up approximately 0.4% of Dimensional Fund Advisors LP’s holdings, making the stock its 22nd biggest position. Dimensional Fund Advisors LP owned 0.14% of Tesla worth $1,912,621,000 as of its most recent SEC filing.
A number of other institutional investors have also added to or reduced their stakes in the stock. Networth Advisors LLC purchased a new position in shares of Tesla in the fourth quarter worth $26,000. Davidson Capital Management Inc. increased its holdings in Tesla by 79.4% in the 4th quarter. Davidson Capital Management Inc. now owns 61 shares of the electric vehicle producer’s stock valued at $27,000 after acquiring an additional 27 shares during the last quarter. Turning Point Benefit Group Inc. bought a new stake in Tesla in the 3rd quarter valued at $30,000. Prism Advisors Inc. purchased a new stake in Tesla in the 4th quarter worth $30,000. Finally, Texas Capital Bancshares Inc TX bought a new position in shares of Tesla during the 3rd quarter valued at about $31,000. 66.20% of the stock is owned by hedge funds and other institutional investors.
Insider Activity at Tesla In related news, Director Kathleen Wilson-Thompson sold 26,409 shares of the stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $378.11, for a total transaction of $9,985,506.99. Following the sale, the director owned 48,399 shares in the company, valued at approximately $18,300,145.89. This represents a 35.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 2,606 shares of the firm’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $402.20, for a total value of $1,048,133.20. Following the completion of the sale, the chief financial officer owned 22,039 shares of the company’s stock, valued at approximately $8,864,085.80. This represents a 10.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 32,015 shares of company stock valued at $12,383,640 over the last ninety days. Corporate insiders own 19.90% of the company’s stock.
Wall Street Analysts Forecast Growth A number of research analysts have recently weighed in on TSLA shares. DZ Bank upgraded Tesla from a “sell” rating to a “hold” rating and set a $385.00 price objective for the company in a research report on Friday, April 24th. Oppenheimer reiterated a “market perform” rating on shares of Tesla in a research report on Thursday, June 11th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Tesla in a research note on Tuesday, June 30th. Jefferies Financial Group set a $400.00 price objective on Tesla and gave the stock a “hold” rating in a research note on Monday, July 13th. Finally, The Goldman Sachs Group initiated coverage on Tesla in a report on Friday, June 5th. They set a “buy” rating on the stock. Twenty-one research analysts have rated the stock with a Buy rating, twenty-one have given a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $408.07.
Read Our Latest Stock Analysis on TSLA
Tesla Stock Down 0.0% Shares of NASDAQ TSLA opened at $380.79 on Monday. The firm’s 50-day moving average price is $409.41 and its 200-day moving average price is $405.63. The company has a current ratio of 2.04, a quick ratio of 1.62 and a debt-to-equity ratio of 0.09. The stock has a market capitalization of $1.43 trillion, a price-to-earnings ratio of 349.35, a P/E/G ratio of 13.08 and a beta of 1.80. Tesla, Inc. has a 12-month low of $297.82 and a 12-month high of $498.83.
Tesla (NASDAQ:TSLA – Get Free Report) last released its quarterly earnings results on Thursday, April 23rd. The electric vehicle producer reported $0.41 EPS for the quarter, topping the consensus estimate of $0.39 by $0.02. Tesla had a return on equity of 4.89% and a net margin of 3.95%.The company had revenue of $22.39 billion during the quarter, compared to analyst estimates of $22.96 billion. During the same quarter last year, the business posted $0.27 earnings per share. The firm’s revenue was up 15.8% on a year-over-year basis. On average, equities research analysts anticipate that Tesla, Inc. will post 1.34 EPS for the current fiscal year.
Key Stories Impacting Tesla Here are the key news stories impacting Tesla this week:
Positive Sentiment: Bank of America reiterated a Buy rating and a $460 price target, citing rapid robotaxi expansion, better-than-expected deliveries, and upcoming Optimus milestones. Positive Sentiment: Analysts and investors continue to focus on Tesla’s robotaxi, Cybercab, and Optimus programs, which remain major long-term growth catalysts. Positive Sentiment: Erste Group raised its FY2026 earnings estimate for Tesla, signaling at least some improving expectations heading into the report. Neutral Sentiment: Wall Street expects a sizable earnings-driven stock move, with options pricing implying elevated volatility around the report. Neutral Sentiment: Recent coverage highlights that Tesla’s quarterly delivery strength has not yet translated into a sustained stock rebound, suggesting investors want more than just beat-and-raise narratives. Negative Sentiment: Broader AI and high-growth tech weakness is weighing on Tesla, as investors worry about stretched valuations and cooling enthusiasm for expensive megacap names. Negative Sentiment: Several reports point to skepticism around Tesla’s valuation, with commentary noting the stock could be vulnerable if earnings, margins, or guidance disappoint. Negative Sentiment: Competitive and regulatory headwinds remain in focus, including tougher EV competition in Europe, a denied NHTSA petition over a headlight recall issue, and ongoing scrutiny of Tesla’s autonomy claims. Tesla Company Profile (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
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Ascent Wealth Partners LLC lessened its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 76.9% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 1,095 shares of the electric vehicle producer’s stock after selling 3,638 shares during the period. Ascent Wealth Partners LLC’s holdings in Tesla were worth $407,000 as of its most recent SEC filing.
Other large investors have also recently made changes to their positions in the company. Crestwood Advisors Group LLC boosted its stake in Tesla by 34.7% during the fourth quarter. Crestwood Advisors Group LLC now owns 19,567 shares of the electric vehicle producer’s stock worth $8,799,000 after buying an additional 5,039 shares during the period. Calamos Wealth Management LLC raised its stake in shares of Tesla by 5.9% in the fourth quarter. Calamos Wealth Management LLC now owns 41,907 shares of the electric vehicle producer’s stock valued at $18,846,000 after acquiring an additional 2,341 shares during the period. Private Capital Advisors Inc. lifted its holdings in shares of Tesla by 139.3% in the 4th quarter. Private Capital Advisors Inc. now owns 21,331 shares of the electric vehicle producer’s stock worth $9,593,000 after acquiring an additional 12,417 shares during the last quarter. Wealthquest Corp bought a new stake in shares of Tesla in the 4th quarter worth about $1,035,000. Finally, Knights of Columbus Asset Advisors LLC boosted its stake in shares of Tesla by 34.8% during the 4th quarter. Knights of Columbus Asset Advisors LLC now owns 64,481 shares of the electric vehicle producer’s stock worth $28,998,000 after purchasing an additional 16,652 shares during the period. 66.20% of the stock is owned by hedge funds and other institutional investors.
Key Headlines Impacting Tesla Here are the key news stories impacting Tesla this week:
Positive Sentiment: Bank of America reiterated a Buy rating and a $460 price target, citing rapid robotaxi expansion, better-than-expected deliveries, and upcoming Optimus milestones. Positive Sentiment: Analysts and investors continue to focus on Tesla’s robotaxi, Cybercab, and Optimus programs, which remain major long-term growth catalysts. Positive Sentiment: Erste Group raised its FY2026 earnings estimate for Tesla, signaling at least some improving expectations heading into the report. Neutral Sentiment: Wall Street expects a sizable earnings-driven stock move, with options pricing implying elevated volatility around the report. Neutral Sentiment: Recent coverage highlights that Tesla’s quarterly delivery strength has not yet translated into a sustained stock rebound, suggesting investors want more than just beat-and-raise narratives. Negative Sentiment: Broader AI and high-growth tech weakness is weighing on Tesla, as investors worry about stretched valuations and cooling enthusiasm for expensive megacap names. Negative Sentiment: Several reports point to skepticism around Tesla’s valuation, with commentary noting the stock could be vulnerable if earnings, margins, or guidance disappoint. Negative Sentiment: Competitive and regulatory headwinds remain in focus, including tougher EV competition in Europe, a denied NHTSA petition over a headlight recall issue, and ongoing scrutiny of Tesla’s autonomy claims. Wall Street Analyst Weigh In A number of research firms recently weighed in on TSLA. Robert W. Baird reduced their price objective on shares of Tesla from $538.00 to $522.00 and set an “outperform” rating on the stock in a research report on Friday, April 24th. Citizens Jmp assumed coverage on Tesla in a research note on Thursday, July 9th. They set a “market perform” rating on the stock. Evercore upgraded Tesla from a “hold” rating to an “outperform” rating in a report on Friday, June 5th. UBS Group raised their price target on Tesla from $364.00 to $442.00 and gave the stock a “neutral” rating in a research note on Thursday, July 9th. Finally, BTIG Research downgraded Tesla to a “neutral” rating in a research report on Friday, June 5th. Twenty-one equities research analysts have rated the stock with a Buy rating, twenty-one have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat, Tesla currently has an average rating of “Hold” and an average price target of $408.07.
Get Our Latest Stock Report on Tesla
Tesla Trading Down 0.0% TSLA opened at $380.79 on Monday. The company has a quick ratio of 1.62, a current ratio of 2.04 and a debt-to-equity ratio of 0.09. The stock’s fifty day moving average is $409.41 and its two-hundred day moving average is $405.63. The company has a market capitalization of $1.43 trillion, a P/E ratio of 349.35, a PEG ratio of 13.08 and a beta of 1.80. Tesla, Inc. has a 52 week low of $297.82 and a 52 week high of $498.83.
Tesla (NASDAQ:TSLA – Get Free Report) last posted its quarterly earnings results on Thursday, April 23rd. The electric vehicle producer reported $0.41 EPS for the quarter, beating the consensus estimate of $0.39 by $0.02. The business had revenue of $22.39 billion during the quarter, compared to analyst estimates of $22.96 billion. Tesla had a net margin of 3.95% and a return on equity of 4.89%. The company’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.27 EPS. Analysts forecast that Tesla, Inc. will post 1.34 earnings per share for the current year.
Insider Activity In other news, Director Kathleen Wilson-Thompson sold 26,409 shares of the stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $378.11, for a total transaction of $9,985,506.99. Following the completion of the sale, the director owned 48,399 shares in the company, valued at approximately $18,300,145.89. This represents a 35.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 2,606 shares of the firm’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $402.20, for a total value of $1,048,133.20. Following the completion of the sale, the chief financial officer directly owned 22,039 shares of the company’s stock, valued at $8,864,085.80. The trade was a 10.57% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 32,015 shares of company stock valued at $12,383,640. Insiders own 19.90% of the company’s stock.
Tesla Company Profile (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
Featured Articles Five stocks we like better than Tesla Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding TSLA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tesla, Inc. (NASDAQ:TSLA – Free Report).
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Tesla (NASDAQ: TSLA) has moved within approximately $200 billion of overtaking SpaceX (NASDAQ: SPCX) in market value, marking a notable shift just weeks after Elon Musk’s space company completed one of the largest initial public offerings in history.
As of press time, SpaceX holds a market capitalization of about $1.633 trillion, while Tesla is valued at roughly $1.430 trillion.
The difference of around $203 billion leaves Tesla about 12.4% behind its sibling company, significantly narrowing the gap that emerged following SpaceX’s public debut.
SPCX stock price chart. Source: Finbold SpaceX briefly surpassed a $2 trillion valuation after its June IPO, fueled by investor enthusiasm for its Starlink satellite business, reusable launch systems, and ambitions in space infrastructure and artificial intelligence computing.
However, the stock has since retreated sharply, with shares recently trading near $124 after reaching highs of around $226 shortly after listing.
The decline has reduced SpaceX’s market capitalization by hundreds of billions of dollars and allowed Tesla to regain ground in the race to become Musk’s most valuable company.
Investors are closely watching upcoming Starship test flights and Starlink subscriber growth as potential catalysts for a recovery.
At the same time, concerns over share unlocks and broader market caution have weighed on the stock in recent weeks.
The case for Tesla Tesla, meanwhile, has benefited from stronger operating performance and a more established profitability profile.
The electric vehicle maker continues to lead the global EV market while expanding its energy storage business, one of the company’s fastest-growing segments.
Shares of Tesla are currently trading at $380, supported by optimism surrounding several long-term growth initiatives.
TSLA stock price chart. Source: Finbold Investor focus remains on the expansion of its Robotaxi platform, continued development of Full Self-Driving technology, the rollout of Optimus humanoid robots, and broader AI applications across its products and manufacturing operations.
Unlike SpaceX, which continues to invest heavily in large-scale projects and infrastructure, Tesla generates substantial free cash flow and operates a global manufacturing network with proven commercial scale.
This has helped support investor confidence despite increasing competition in the EV sector.
The narrowing gap reflects differing investor preferences. SpaceX is viewed as a high-growth play on space and satellite infrastructure, while Tesla combines established revenue streams with growth opportunities in autonomy, robotics, and AI.
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Dimensional Fund Advisors LP boosted its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 1.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,822,295 shares of the company’s stock after buying an additional 235,785 shares during the period. Dimensional Fund Advisors LP owned 0.44% of CocaCola worth $1,431,495,000 at the end of the most recent quarter.
A number of other hedge funds have also made changes to their positions in the company. Anfield Capital Management LLC boosted its stake in shares of CocaCola by 438.8% in the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after acquiring an additional 294 shares during the last quarter. Louisbourg Investments Inc. acquired a new position in CocaCola in the 1st quarter valued at $25,000. Headlands Technologies LLC acquired a new position in CocaCola in the 2nd quarter valued at $26,000. Evolution Wealth Management Inc. lifted its holdings in CocaCola by 1,081.8% in the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after purchasing an additional 357 shares in the last quarter. Finally, Daytona Street Capital LLC purchased a new position in CocaCola in the 4th quarter valued at $29,000. Institutional investors and hedge funds own 70.26% of the company’s stock.
Analyst Ratings Changes KO has been the subject of a number of research reports. UBS Group upped their target price on shares of CocaCola from $92.00 to $98.00 and gave the stock a “buy” rating in a report on Thursday. Sanford C. Bernstein set a $83.00 price objective on shares of CocaCola in a research note on Thursday, July 9th. Truist Financial set a $88.00 price objective on shares of CocaCola in a report on Friday, June 26th. JPMorgan Chase & Co. raised their target price on shares of CocaCola from $85.00 to $90.00 and gave the stock an “overweight” rating in a research note on Friday, July 10th. Finally, Barclays boosted their target price on CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a report on Thursday, May 21st. Fifteen equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $88.81.
Get Our Latest Stock Report on KO
Insider Activity at CocaCola In other CocaCola news, EVP Nancy Quan sold 31,625 shares of CocaCola stock in a transaction on Friday, May 15th. The stock was sold at an average price of $80.93, for a total value of $2,559,411.25. Following the sale, the executive vice president owned 223,330 shares in the company, valued at $18,074,096.90. The trade was a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 436,296 shares of the company’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the transaction, the chairman directly owned 122,833 shares in the company, valued at approximately $9,842,608.29. This trade represents a 78.03% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 899,905 shares of company stock worth $71,832,315. Insiders own 0.90% of the company’s stock.
Trending Headlines about CocaCola Here are the key news stories impacting CocaCola this week:
Positive Sentiment: Heavy call-option activity suggests traders are positioning for a rebound or expecting volatility around the stock. Traders bought 75,333 call options, well above the recent average. Quiver Quant article on Coca-Cola options activity and cyberattack Neutral Sentiment: Some coverage noted KO benefiting from its defensive profile as investors look for more stable dividend names ahead of earnings, which may be helping support interest in the stock despite the cybersecurity issue. Benzinga article on Coca-Cola stock movement Neutral Sentiment: Coca-Cola also announced a quarterly dividend, reinforcing its appeal as a high-quality income stock, though this is unlikely to be the main driver of today’s trading. Negative Sentiment: The fairlife cyberattack is the key negative catalyst, since it hit a growth brand and temporarily suspended U.S. production, raising fears of lost revenue and added recovery costs. Reuters article on fairlife production halt CocaCola Stock Down 0.1% NYSE KO opened at $81.50 on Monday. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $85.68. The company has a quick ratio of 1.15, a current ratio of 1.36 and a debt-to-equity ratio of 1.09. The business’s fifty day simple moving average is $81.25 and its 200-day simple moving average is $77.68. The firm has a market cap of $350.65 billion, a PE ratio of 25.63, a P/E/G ratio of 3.26 and a beta of 0.34.
CocaCola (NYSE:KO – Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.81 by $0.05. The firm had revenue of $12.47 billion during the quarter, compared to analyst estimates of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. CocaCola’s quarterly revenue was up 11.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, equities analysts anticipate that CocaCola Company will post 3.26 earnings per share for the current year.
CocaCola Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s payout ratio is presently 66.67%.
About CocaCola (Free Report)
The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.
Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.
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Stellar (XLM) has attracted renewed analyst attention following the emergence of a long-term bullish chart pattern, sparking fresh comparisons with XRP as traders weigh the potential for a breakout toward $2.50.
Analyst highlights major technical setup for XLMCrypto analyst Celal Kucuker published a monthly price chart of XLM on X, pointing to a robust ascending triangle that he regards as one of the strongest technical formations in the market today. This formation has developed over several years, supporting the case for an upside move if resistance can be cleared.
The monthly chart shows Stellar with by far the strongest setup. The price pattern suggests it could aim for $2.50, potentially following momentum previously seen in XRP and climbing to much higher levels.
The ascending triangle pattern is defined by a series of higher lows converging against horizontal resistance, which currently sits in the $0.90 to $1.00 price range. Over the past years, Stellar has repeatedly tested this zone, but each breakout attempt has been rejected at the ceiling.
A potential breakout above this resistance would activate a bullish projection, which analysts estimate as high as $2.50 based on Fibonacci extension levels. However, XLM remains below that threshold, and the breakout scenario is contingent on a sustained close above the historical resistance area.
Stellar is a blockchain-based network designed to facilitate fast, low-cost cross-border payments and asset transfers. Its native token, XLM, is used for transaction fees and as a bridge currency within the network.
Mini dictionary: Ascending triangle, a bullish chart pattern marked by a flat resistance line and upward-sloping support, suggesting a potential breakout when price breaches resistance.
AssetResistance levelProjected targetCurrent price*XLM (Stellar)$0.90 – $1.00$2.50Below $1.00XRP$1.10 (support)N/AAbout $1.10*Actual price may vary; see market data for latest updates.
XRP maintains market attention amid ecosystem growthThe XLM analysis arrives as XRP remains a point of focus in the crypto market. Recently, XRP traded at approximately $1.10, while daily trading volumes rose and its market capitalization held above $68 billion, according to CoinMarketCap.
Technical analysts are closely monitoring the $1.10 region, which aligns with important moving averages that traditionally indicate trend direction. Additional support for XRP has come from ecosystem developments, such as the introduction of Ripple‘s RLUSD stablecoin and increasing institutional engagement within the XRP Ledger.
The frequent comparisons between XLM and XRP are rooted in their shared development history as blockchain networks supporting cross-border payments. Yet, each asset now faces distinct market pressures and developments.
Mini dictionary: XRP Ledger, an open-source blockchain launched by Ripple to enable fast and inexpensive cross-border transactions, also supporting tokenized assets and decentralized applications.
Investors track technical levels for confirmationKucuker’s chart outlines a possible bullish scenario for XLM, but confirmation requires price to close above long-standing resistance. Until this happens, traders remain cautious, aware that multi-year patterns can yield large moves only after confirmed breakouts.
Some market participants continue to associate the XLM move with XRP’s recent recovery. However, this parallel is seen more as market sentiment than as an indicator of a direct relationship, as trading conditions for each asset differ.
Both Stellar and XRP remain under close observation as developments in their respective networks and broader crypto market sentiment continue to shift. Analysts and traders are set to watch whether Stellar can decisively break out and test higher levels while XRP’s support at $1.10 is closely monitored for further trend signals.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Frank Rimerman Advisors LLC cut its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 4.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 132,431 shares of the e-commerce giant’s stock after selling 6,102 shares during the quarter. Amazon.com comprises about 1.8% of Frank Rimerman Advisors LLC’s investment portfolio, making the stock its 11th biggest holding. Frank Rimerman Advisors LLC’s holdings in Amazon.com were worth $27,581,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently bought and sold shares of AMZN. Red Crane Wealth Management LLC lifted its stake in Amazon.com by 2.3% during the first quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant’s stock valued at $346,000 after purchasing an additional 38 shares during the last quarter. Lifelong Wealth Advisors Inc. increased its holdings in shares of Amazon.com by 2.4% in the fourth quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant’s stock valued at $402,000 after buying an additional 41 shares in the last quarter. Financial Connections Group Inc. increased its holdings in shares of Amazon.com by 2.6% in the fourth quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant’s stock valued at $376,000 after buying an additional 42 shares in the last quarter. Marquette Asset Management LLC lifted its position in shares of Amazon.com by 5.1% during the 4th quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant’s stock valued at $205,000 after acquiring an additional 43 shares during the last quarter. Finally, Wernau Asset Management Inc. boosted its stake in shares of Amazon.com by 0.4% during the 1st quarter. Wernau Asset Management Inc. now owns 10,231 shares of the e-commerce giant’s stock worth $2,131,000 after acquiring an additional 43 shares in the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.
Amazon.com Trading Up 0.0% Shares of NASDAQ AMZN opened at $247.27 on Monday. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $278.56. The business has a 50-day moving average price of $250.83 and a two-hundred day moving average price of $235.96. The firm has a market capitalization of $2.66 trillion, a PE ratio of 29.58, a PEG ratio of 1.84 and a beta of 1.46.
Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, beating analysts’ consensus estimates of $1.63 by $1.15. The company had revenue of $181.52 billion for the quarter, compared to the consensus estimate of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The firm’s quarterly revenue was up 16.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.59 EPS. As a group, analysts predict that Amazon.com, Inc. will post 7.75 earnings per share for the current fiscal year.
Insider Activity In other Amazon.com news, CEO Matthew S. Garman sold 15,467 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the transaction, the chief executive officer owned 14,159 shares in the company, valued at approximately $3,729,480.60. This represents a 52.21% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 31,352 shares of the stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $275.00, for a total transaction of $8,621,800.00. Following the completion of the sale, the chief executive officer owned 2,175,766 shares of the company’s stock, valued at approximately $598,335,650. The trade was a 1.42% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 144,274 shares of company stock valued at $38,716,204 in the last three months. 8.90% of the stock is currently owned by insiders.
Trending Headlines about Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon’s AWS and AI spend remain a major growth story, with reports of a roughly $200 billion 2026 AI investment plan and large future commitments for Trainium chips supporting the bullish thesis. Andy Jassy Says Amazon’s Chip Business Already Has $225 Billion in Commitments Positive Sentiment: Analysts remained upbeat on Amazon, with fresh coverage and higher targets pointing to continued confidence in AWS re-acceleration and AI-driven earnings growth. KeyBanc Raises Amazon Stock’s Price Target Ahead of Earnings: Here’s What to Watch Positive Sentiment: June retail sales and online spending were strong, which is a helpful signal for Amazon’s e-commerce business heading into back-to-school season. 5 Solid Stocks to Boost Your Portfolio as Retail Sales Continue to Surge Neutral Sentiment: Amazon is still being compared favorably in the “Magnificent Seven” and AI hyperscaler debates, which keeps the stock in focus but is more commentary than a direct catalyst. The Race to Beat Nvidia: Does Google or Amazon Have the Better In-House Silicon Negative Sentiment: Zoox recalled 105 robotaxis after a software issue involving heavy smoke detection, adding a near-term headline risk to Amazon’s autonomous vehicle unit. Zoox recalls self-driving cars because they may not detect smoke Negative Sentiment: An AWS billing bug briefly generated wildly inflated invoices for some customers, which could dent sentiment around cloud reliability even though Amazon says it is fixing the issue. Amazon fixing bug that billed some AWS customers billions of dollars Analyst Ratings Changes A number of equities analysts recently issued reports on AMZN shares. Benchmark lifted their target price on Amazon.com from $275.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Phillip Securities upgraded Amazon.com from a “moderate buy” rating to a “buy” rating and set a $280.00 price target for the company in a research report on Wednesday, May 13th. Wells Fargo & Company reissued an “overweight” rating and issued a $313.00 price target (up from $312.00) on shares of Amazon.com in a research note on Thursday, July 2nd. Susquehanna restated a “positive” rating and set a $325.00 price objective (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. Finally, Guggenheim reaffirmed a “buy” rating and set a $320.00 price objective (up from $300.00) on shares of Amazon.com in a research note on Thursday, April 30th. Fifty-seven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $312.76.
View Our Latest Stock Report on Amazon.com
Amazon.com Company Profile (Free Report)
Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.
Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.
Featured Articles Five stocks we like better than Amazon.com Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).
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Childress Capital Advisors LLC lessened its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 9.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,936 shares of the e-commerce giant’s stock after selling 4,046 shares during the quarter. Amazon.com comprises 1.4% of Childress Capital Advisors LLC’s portfolio, making the stock its 14th biggest holding. Childress Capital Advisors LLC’s holdings in Amazon.com were worth $7,693,000 at the end of the most recent reporting period.
Other large investors have also added to or reduced their stakes in the company. MilWealth Group LLC raised its position in shares of Amazon.com by 79.0% during the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after buying an additional 79 shares in the last quarter. Lifetime Wealth Management P.C. purchased a new stake in Amazon.com during the fourth quarter valued at approximately $45,000. Elkhorn Partners Limited Partnership raised its position in Amazon.com by 900.0% during the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock valued at $46,000 after purchasing an additional 180 shares during the period. Fairway Wealth LLC lifted its stake in shares of Amazon.com by 95.6% in the 4th quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock valued at $51,000 after purchasing an additional 108 shares during the last quarter. Finally, Prudent Man Investment Management Inc. boosted its holdings in shares of Amazon.com by 87.7% in the 4th quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock worth $53,000 after purchasing an additional 107 shares during the period. Institutional investors own 72.20% of the company’s stock.
Wall Street Analyst Weigh In AMZN has been the topic of several analyst reports. UBS Group set a $315.00 target price on Amazon.com in a research report on Monday, June 1st. Truist Financial lifted their price objective on shares of Amazon.com from $310.00 to $320.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Morgan Stanley boosted their price objective on shares of Amazon.com from $300.00 to $330.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Maxim Group increased their target price on shares of Amazon.com from $290.00 to $315.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, Guggenheim restated a “buy” rating and issued a $320.00 target price (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. Fifty-seven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Amazon.com presently has a consensus rating of “Moderate Buy” and a consensus price target of $312.76.
View Our Latest Stock Analysis on AMZN
Amazon.com Price Performance Shares of AMZN stock opened at $247.27 on Monday. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $278.56. The company has a current ratio of 1.18, a quick ratio of 1.01 and a debt-to-equity ratio of 0.27. The stock has a fifty day simple moving average of $250.83 and a two-hundred day simple moving average of $235.96. The stock has a market capitalization of $2.66 trillion, a price-to-earnings ratio of 29.58, a P/E/G ratio of 1.84 and a beta of 1.46.
Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, beating the consensus estimate of $1.63 by $1.15. The firm had revenue of $181.52 billion during the quarter, compared to the consensus estimate of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The firm’s quarterly revenue was up 16.6% on a year-over-year basis. During the same period in the previous year, the company posted $1.59 earnings per share. On average, analysts predict that Amazon.com, Inc. will post 7.75 EPS for the current fiscal year.
Insider Transactions at Amazon.com In other news, CEO Matthew S. Garman sold 15,467 shares of the stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total transaction of $4,074,007.80. Following the transaction, the chief executive officer directly owned 14,159 shares in the company, valued at approximately $3,729,480.60. This trade represents a 52.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,363 shares of Amazon.com stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $262.38, for a total transaction of $620,003.94. Following the transaction, the vice president directly owned 119,780 shares in the company, valued at approximately $31,427,876.40. The trade was a 1.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 144,274 shares of company stock worth $38,716,204. Insiders own 8.90% of the company’s stock.
Trending Headlines about Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Amazon’s AWS and AI spend remain a major growth story, with reports of a roughly $200 billion 2026 AI investment plan and large future commitments for Trainium chips supporting the bullish thesis. Andy Jassy Says Amazon’s Chip Business Already Has $225 Billion in Commitments Positive Sentiment: Analysts remained upbeat on Amazon, with fresh coverage and higher targets pointing to continued confidence in AWS re-acceleration and AI-driven earnings growth. KeyBanc Raises Amazon Stock’s Price Target Ahead of Earnings: Here’s What to Watch Positive Sentiment: June retail sales and online spending were strong, which is a helpful signal for Amazon’s e-commerce business heading into back-to-school season. 5 Solid Stocks to Boost Your Portfolio as Retail Sales Continue to Surge Neutral Sentiment: Amazon is still being compared favorably in the “Magnificent Seven” and AI hyperscaler debates, which keeps the stock in focus but is more commentary than a direct catalyst. The Race to Beat Nvidia: Does Google or Amazon Have the Better In-House Silicon Negative Sentiment: Zoox recalled 105 robotaxis after a software issue involving heavy smoke detection, adding a near-term headline risk to Amazon’s autonomous vehicle unit. Zoox recalls self-driving cars because they may not detect smoke Negative Sentiment: An AWS billing bug briefly generated wildly inflated invoices for some customers, which could dent sentiment around cloud reliability even though Amazon says it is fixing the issue. Amazon fixing bug that billed some AWS customers billions of dollars Amazon.com Profile (Free Report)
Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.
Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.
Recommended Stories Five stocks we like better than Amazon.com Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).
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The market's perception that Microsoft (MSFT 1.67%) has fallen behind in artificial intelligence (AI) continues to weigh on the stock. The criticism isn't unwarranted.
Microsoft Copilot simply hasn't become a top AI app for enterprises. That's certainly disappointing, and the company's soaring AI spending hasn't helped matters.
Microsoft's slide has brought the stock down to 23.5 times trailing 12-month earnings, a level investors seldom get the chance to buy at. Cheap isn't always a buying opportunity. But in Microsoft's case, it's hard to ignore the stock here.
Growth supports the stock's valuation Just because Copilot hasn't kept up with ChatGPT or Claude doesn't undo the deeply entrenched relationships Microsoft enjoys across the enterprise world.
Microsoft still rakes in high-margin sales hand over fist on its various software products, including Windows, Microsoft 365, Dynamics, and more. Its cloud services arm, Azure, is also thriving. Cloud revenue grew 29% in the third quarter of its fiscal year 2026, and Azure's commercial RPOs (remaining performance obligations) surged 99% to $627 billion.
Image source: The Motley Fool.
In other words, Copilot's failure thus far isn't dragging the ship down. Analysts estimate that Microsoft will grow its earnings by an average of 17% annually over the next three to five years. That growth rate would make any stock a table-pounding buy at 23 times earnings, let alone the tech empire and world-class company that is Microsoft.
Just how bad is the hyperscaler cash flow problem? As a top AI hyperscaler, Microsoft is pouring billions of dollars into data centers and other AI infrastructure. Microsoft is a financial juggernaut that generates more cash from its operations almost every year, including a staggering $170 billion over the past 12 months. But even the deepest pockets have limits. Microsoft might soon find itself with little or no free cash flow, considering its plans to spend $190 billion this calendar year.
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It's not an existential crisis by any means, as Microsoft has a fortress-like balance sheet it can tap if it chooses to continue on this path. It does make Microsoft a capital-intensive company for the time being. That reality is a major reason why the stock has struggled. So, should all this AI spending dissuade investors from buying Microsoft stock?
Here's how I look at it. If AI is the real deal and Microsoft and other hyperscalers can successfully monetize all of this infrastructure, it will likely drive robust earnings growth for the foreseeable future. These companies are laying the groundwork for a world where AI is a core economic engine. If it's the opposite, say AI is some temporary blip, then Microsoft can still turn off the spigot, and all the cash flow its existing businesses generate will suddenly gush back to the financials as free cash flow.
Either way, I like Microsoft's chances of continuing to earn higher profits years into the future.
Microsoft (NASDAQ: MSFT | MSFT Price Prediction) and Amazon (NASDAQ: AMZN) both reported on April 29, 2026, revealing two different clocks running on AI cloud ROI. Microsoft is already cashing checks on Copilot and Azure. Amazon is pouring concrete, buying chips, and stringing power. The gap between them is the gap between a software business and an infrastructure project.
Copilot Is Paying Today. Trainium Is Paying Tomorrow. Microsoft’s Intelligent Cloud segment hit $34.68B, and Satya Nadella framed the payoff plainly: “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.” Paid Copilot seats reached over 20 million, with Accenture alone taking 740,000. That is SaaS revenue landing the same quarter the GPUs light up.
Amazon’s picture is heavier. AWS grew 28% to $37.59B, its fastest pace in 15 quarters, and the Trainium chip business crossed a $20 billion run rate. But Q1 capex ran $44.2 billion against just $26.0 billion in operating cash flow, producing negative free cash flow of $18.2 billion. Andy Jassy did not flinch: “We have high confidence this will be monetized well, as we already have customer commitments for a substantial portion of it.”
Business Driver Microsoft Amazon AI Run Rate $37B $15B+ AI, $20B chips 2026 Capex Plan ~$190B ~$200B Backlog / RPO $627B $364B Operating Margin 45.6% 11.2% Software Velocity vs. Silicon Ownership Microsoft converts capex into revenue almost immediately because Copilot rides on existing seats. Gross margin sits at 68.8%, and the RPO backlog of $627B gives Amy Hood visibility other CFOs would trade a kidney for. Amazon’s payoff is structural. Jassy told investors “Trainium will save us tens of billions of dollars of CapEx each year and provide several hundred basis points of operating margin advantage” at scale. With over $225 billion in Trainium commitments from Anthropic, OpenAI, and others, AWS is pre-selling the capacity it is building.
Why 2027 Is the Crossover Jassy laid out the math: “The free cash flow and ROIC for these investments are cumulatively quite attractive a couple of years after being in service.” Chips and servers depreciate over five to six years, data centers over 30-plus. The 2025 to 2026 capex wave, $131.8B in FY25 alone, starts generating full revenue as those assets enter service in mid-to-late 2027. That is when Amazon’s owned silicon compounds against Microsoft’s ongoing NVIDIA and OpenAI cost obligations.
Why I Own the Wait on Amazon If I want stability and clean cash generation right now, Microsoft is the cleaner pick. Free cash flow yield of 2.4%, dividends intact, and Copilot economics already proven. Down 16.69% YTD, the market has punished the capex line without fully crediting the monetization.
But I lean Amazon for 2027. You are paying today’s price for tomorrow’s margin curve, and Jassy’s chip stack looks like the most underappreciated ROI lever in the group. I would change my view if Trainium3 slips or memory costs stay stuck. Absent that, the crossover looks real.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
NEW YORK, July 20, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ:MSFT) and certain of the Company’s senior executives for securities fraud after its significant stock drop resulting from potential violations of the federal securities laws.
If you invested in Microsoft, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/microsoft-class-action-lawsuit.
Key Details of the Microsoft ($MSFT) Class Action:
Lead Plaintiff Deadline: August 11, 2026Alleged Misconduct: Securities fraud alleging that Microsoft misled investors regarding its Azure cloud computing platform and AI chatbot CopilotStock Drop: January 28, 2026 – 10% Stock DropCourt: U.S. District Court for the Western District of WashingtonAction: Contact BFA Law to discuss your rights
Investors have until August 11, 2026 to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Microsoft common stock. The class action is pending in the U.S. District Court for the Western District of Washington. It is captioned City of St. Clair Shores Police and Fire Retirement System, et al., No. 26-cv-02071.
Why is Microsoft Being Sued for Securities Fraud?
Microsoft is a multinational technology company that develops software, cloud services, and devices. In recent years, Microsoft’s cloud computing platform named Azure has been Microsoft’s main growth driver. A key reason for Azure’s recent growth is Microsoft’s multi-billion-dollar investment into AI, including the development of its own generative AI chatbot named Copilot.
According to the complaint, during the relevant period, Microsoft consistently touted Copilot’s best-in-class capabilities, which purportedly drove widespread and growing user adoption. Copilot’s apparent success allowed Microsoft to report surging Azure-related revenue.
As alleged, in truth, Copilot suffered from severe functionality issues that caused user adoption to decline and put Microsoft’s Azure revenue at risk.
Why did Microsoft’s Stock Drop?
On January 28, 2026, Microsoft announced disappointing 2Q 2026 financial results and that Azure growth had slowed suddenly. Microsoft also allegedly revealed for the first time that the number of Microsoft 365 Copilot premium customers totaled only 15 million, materially below analyst estimates.
This news caused the price of Microsoft common stock to decline $48.13 per share, or 10%, from $481.63 per share on January 28, 2026, to $433.50 per share on January 29, 2026.
Additionally, on February 3, 2026, The Wall Street Journal reported in an article titled “Microsoft’s Pivotal AI Product Is Running Into Big Problems” that severe challenges and functionality issues had plagued Copilot, causing the application to lose market share. Specifically, The Wall Street Journal reported that “[c]onfusing brand positioning and interoperability problems have frustrated users.”
Click here for more information: https://www.bfalaw.com/cases/microsoft-class-action-lawsuit.
What Can You Do?
If you invested in Microsoft, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters.
Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff’s securities litigation law firm, with clients noting: “[t]here is no better service provider in the practice area,” “[t]he interest of the client is always front and center,” and “[t]here isn’t a better firm in this space.” One testimonial described the firm as “nimble and entrepreneurial,” with a “relentless focus on adding value for clients.”
Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
Nasdaq futures gained 0.74%, while S&P 500 futures advanced 0.31%, with investors also turning their attention to AMD’s AI-focused event later this week.
The chipmaker’s Advancing AI 2026 event, scheduled for July 22-23, is expected to showcase its next-generation AI roadmap, including new CPUs and GPUs, as AMD looks to strengthen its position in the fast-growing AI infrastructure market.
UBS Expects Technology Roadmap To Take Center StageUBS said the event is likely to focus on technology updates rather than major customer wins or financial announcements, according to a Moomoo report published Monday.
The firm expects AMD to provide updates on its data center CPU roadmap, including Venice and Verano, alongside its GPU lineup featuring MI450x and MI500.
AI Momentum Remains A Key Growth DriverUBS expects AMD to share additional details on the MI450x Helios platform, the MI500 series and possibly early information on MI600. The firm also anticipates updates on AMD’s distributed inference strategy and a more constructive outlook for the server CPU market.
The stock has a consensus Buy rating with an average analyst price forecast of $521.47. Recent analyst actions include:
Bank of America: Buy, raised price forecast to $620 on July 14 KeyBanc: Overweight, raised price forecast to $725 on July 14 TD Cowen: Buy, raised price forecast to $675 on July 13 AMD Top ETF ExposureSignificance: Because AMD carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.
AMD Price ActionAMD Stock Price Activity: Advanced Micro Devices shares were up 2.87% at $510.00 during premarket trading on Monday, according to Benzinga Pro data.
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The logo of AliExpress is pictured at AliExpress store, in Granada, Spain, July 22, 2024. REUTERS/Jon Nazca/File Photo Purchase Licensing Rights, opens new tab
SummaryCompaniesCommission says AliExpress left counterfeit goods, unsafe toys and dangerous cosmetics online for weeksAliExpress faces October 20 deadline for remediesFurther penalty possible if remedies not sufficientAliExpress had 193 million European users last yearBRUSSELS, July 20 (Reuters) - Alibaba's (9988.HK), opens new tab AliExpress was hit with a record €550 million ($629 million) fine from the European Union on Monday for failing to tackle sales of illegal, unsafe and counterfeit products on its platform.
The fine was the third issued by the European Commission under the EU's landmark Digital Services Act, which requires very large online platforms to do more to counter illegal and harmful content.
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The Commission charged AliExpress in June last year with failing to comply with a DSA requirement to assess and mitigate the risks of dissemination of illegal products.
It set an October 20 deadline for AliExpress to propose remedial measures, and the company could face further penalties if the regulator decides in December that they do not comply with the DSA.
"This is very dangerous for consumers, unfair for companies which are complying with all our rules," EU tech chief Henna Virkkunen told reporters.
She pointed to AliExpress's 193 million users in Europe last year versus Shein's 156 million and Temu's 130 million. Temu has also been fined under the DSA and Shein is facing an ongoing investigation.
"One in five Europeans say they shop once a month from Shein, Temu and AliExpress," Virkkunen said.
AliExpress criticised the EU fine, saying it was excessive.
"We disagree with today's decision and the disproportionate fine, which does not adequately reflect our established framework and the significant, proactive enhancements we have made," AliExpress said in an email.
"We are carefully reviewing the decision and considering all available options."
ALIEXPRESS PENALTY HIGHER THAN FINES FOR MUSK'S X AND TEMUThe Commission said that AliExpress had not properly evaluated whether it had enough people to review the risks and had overestimated the effectiveness of its system in detecting and removing illegal products.
The regulator criticised the company's recommender and advertising systems for exacerbating the spread of illegal products and its reliance on one quantitative indicator to measure its moderation system to prevent the risk of illegal products appearing or reappearing in similar forms.
It said the failure of AliExpress to detect illegal products meant that illegal products ranging from counterfeit products to unsafe toys and dangerous cosmetics remained online for many weeks.
The Commission also took issue with the company's ineffective penalty policy, which resulted in penalised businesses continuing to sell illegal products on its platform.
It said that the mandatory AliExpress "brand authorisation" system – intended to prevent counterfeit sales – was ineffective and understaffed and was easily circumvented by traders selling fake products.
The regulator said the novelty of the DSA was a mitigating factor in calculating the fine, which could have been higher.
The penalty is significantly higher than the €120 million handed out to Elon Musk's social media platform X in December last year and the €200 million Temu was fined last May, both for DSA violations.
AliExpress dodged a fine, which could be as much as 6% of its global annual turnover, in June last year after agreeing to measures to tackle the dissemination of potentially illegal and pornographic materials on its platform.
($1 = 0.8743 euros)
Reporting by Foo Yun Chee Editing by Joe Bavier and David Goodman
Our Standards: The Thomson Reuters Trust Principles., opens new tab
An agenda-setting and market-moving journalist, Foo Yun Chee is a 21-year veteran at Reuters. Her stories on high profile mergers have pushed up the European telecoms index, lifted companies' shares and helped investors decide on their next move. Her knowledge and experience of European antitrust laws and developments helped her break stories on Microsoft, Google, Amazon, Meta and Apple, numerous market-moving mergers and antitrust investigations. She has previously reported on Greek politics and companies, when Greece's entry into the eurozone meant it punched above its weight on the international stage, as well as on Dutch corporate giants and the quirks of Dutch society and culture that never fail to charm readers.
AIA Group Ltd trimmed its position in shares of The Boeing Company (NYSE:BA – Free Report) by 22.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 15,631 shares of the aircraft producer’s stock after selling 4,603 shares during the period. AIA Group Ltd’s holdings in Boeing were worth $3,111,000 at the end of the most recent reporting period.
Other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in Boeing by 5.1% in the fourth quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer’s stock valued at $15,413,227,000 after buying an additional 3,460,021 shares in the last quarter. Alyeska Investment Group L.P. boosted its position in shares of Boeing by 245.7% during the 4th quarter. Alyeska Investment Group L.P. now owns 2,252,450 shares of the aircraft producer’s stock worth $489,052,000 after acquiring an additional 1,600,909 shares in the last quarter. Janus Henderson Group PLC boosted its position in shares of Boeing by 43.1% during the 4th quarter. Janus Henderson Group PLC now owns 3,907,876 shares of the aircraft producer’s stock worth $840,204,000 after acquiring an additional 1,176,074 shares in the last quarter. Viking Global Investors LP increased its holdings in shares of Boeing by 31.3% in the 4th quarter. Viking Global Investors LP now owns 3,953,087 shares of the aircraft producer’s stock valued at $858,294,000 after acquiring an additional 942,536 shares during the last quarter. Finally, Diamant Asset Management Inc. increased its holdings in shares of Boeing by 19,623.0% in the 1st quarter. Diamant Asset Management Inc. now owns 872,348 shares of the aircraft producer’s stock valued at $173,623,000 after acquiring an additional 867,925 shares during the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.
Analyst Ratings Changes BA has been the subject of several recent analyst reports. Citigroup boosted their target price on Boeing from $256.00 to $260.00 and gave the stock a “buy” rating in a research note on Monday, May 18th. Weiss Ratings lowered shares of Boeing from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, April 24th. Btg Pactual set a $260.00 price objective on shares of Boeing in a report on Tuesday, July 14th. Morgan Stanley boosted their price objective on shares of Boeing from $245.00 to $250.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 23rd. Finally, Wells Fargo & Company initiated coverage on shares of Boeing in a report on Wednesday, April 1st. They issued an “overweight” rating and a $250.00 target price for the company. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Boeing has a consensus rating of “Moderate Buy” and a consensus price target of $261.53.
Read Our Latest Analysis on BA
Boeing News Roundup Here are the key news stories impacting Boeing this week:
Positive Sentiment: The FAA said Boeing can again self-certify airworthiness for its 737 MAX and 787 jets, restoring a key authority Boeing lost after the MAX crashes and signaling improving oversight trust. FAA returning ticketing authority to Boeing for 737 MAX, 787 planes Positive Sentiment: Reports also say Boeing is nearing certification milestones for the 737 MAX 7 and MAX 10, which could help unlock delayed deliveries and improve cash flow. Boeing nears key certification milestone for 737 Max 7 and Max 10 Positive Sentiment: Boeing delivered 64 jets in June and posted its strongest first half of deliveries since 2018, reinforcing the case that production and cash generation are improving. Boeing Delivered 64 Jets in June. Here’s What That Means for Its July 28 Earnings. Positive Sentiment: Boeing is also targeting a potential 100-jet SMBC deal, while broader airline demand headlines and upcoming air shows could support new order activity. Boeing Targets 100-Jet SMBC Deal as Airbus Battles for Major Order Neutral Sentiment: Analysts continue to rate Boeing as a “moderate buy,” but that view reflects ongoing execution progress rather than a near-term breakout catalyst. The Boeing Company (NYSE:BA) Given Average Recommendation of “Moderate Buy” by Brokerages Negative Sentiment: Competition remains a concern, as Airbus won major orders from Chinese airlines, highlighting Boeing’s continued weakness in a key international market. Airbus Wins Major Order from Air China to Firm Regional Hold Boeing Stock Up 0.2% Shares of NYSE BA opened at $214.38 on Monday. The stock has a market cap of $169.00 billion, a PE ratio of 104.07 and a beta of 1.21. The company has a quick ratio of 0.35, a current ratio of 1.18 and a debt-to-equity ratio of 7.42. The Boeing Company has a 52-week low of $176.77 and a 52-week high of $254.35. The business has a 50-day moving average price of $221.83 and a 200 day moving average price of $224.79.
Boeing (NYSE:BA – Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.68) by $0.48. The firm had revenue of $22.22 billion for the quarter, compared to analysts’ expectations of $22.15 billion. During the same quarter in the prior year, the business earned ($0.49) EPS. The company’s quarterly revenue was up 14.0% compared to the same quarter last year. Equities research analysts forecast that The Boeing Company will post -0.27 earnings per share for the current year.
Insider Activity In other Boeing news, Director Bradley D. Tilden bought 1,370 shares of the stock in a transaction dated Wednesday, May 20th. The shares were acquired at an average cost of $218.50 per share, for a total transaction of $299,345.00. Following the completion of the transaction, the director owned 1,370 shares in the company, valued at approximately $299,345. The trade was a ∞ increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.10% of the company’s stock.
Boeing Profile (Free Report)
Boeing Company (NYSE: BA) is an American multinational corporation that designs, manufactures and services commercial airplanes, defense systems, and space and security technologies. Founded in 1916 by William E. Boeing in Seattle, the company today operates as an integrated aerospace and defense contractor with a global customer base. Boeing relocated its corporate headquarters to Arlington, Virginia in 2022 and maintains extensive engineering, manufacturing and service operations across the United States and around the world.
Boeing’s principal lines of business include Commercial Airplanes, which produces and supports a range of jetliners used by airlines globally; Defense, Space & Security, which develops military aircraft, rotorcraft, surveillance and reconnaissance systems, satellites, and launch and missile systems; and Boeing Global Services, which provides aftermarket maintenance, training, spare parts, digital analytics and logistics support.
Further Reading Five stocks we like better than Boeing Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks
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A Riyadh Air Boeing 787-9 Dreamliner is seen before the opening of the 55th International Paris Airshow at Le Bourget Airport near Paris, France, June 13, 2025. REUTERS/Benoit Tessier/File Photo Purchase Licensing Rights, opens new tab
FARNBOROUGH, England, July 20 (Reuters) - Saudi Arabia's Riyadh Air placed orders for 34 widebody aircraft with both Boeing (BA.N), opens new tab and Airbus (AIR.PA), opens new tab on Monday, as it accelerates its plans to reach more than 100 destinations by 2030.
The airline said it would exercise options for 28 Boeing 787 Dreamliners from an order placed in 2023 and convert 20 of those options into the larger 787-10 variant.
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Separately, the carrier confirmed the purchase of six Airbus A350-1000 aircraft, firming up previously held purchase rights and bringing its total confirmed A350-1000 orders to 31 aircraft.
The aircraft orders, the first announced at this year's Farnborough Airshow, come as Riyadh Air ramps up operations following the launch of several new routes since June, seeking to establish Riyadh as a major hub to compete with larger Middle Eastern rivals.
The carrier has already taken delivery of six 787-9 aircraft and currently serves six cities.
Backed by Saudi Arabia's sovereign wealth fund, Riyadh Air is central to the kingdom's strategy to diversify its economy beyond oil and boost tourism and connectivity under its Vision 2030 plan.
The carrier has said it aims to connect the Saudi capital to more than 100 destinations worldwide by the end of the decade.
Reporting by Shivansh Tiwary in Farnborough, England; Editing by Sharon Singleton
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A Boeing 737 MAX airplane lands after a test flight at Boeing Field in Seattle, Washington, U.S. June 29, 2020. REUTERS/Karen Ducey/File Photo Purchase Licensing Rights, opens new tab
SummaryCompaniesBoeing has already built about 30 MAX 7s awaiting delivery, according to CiriumThe MAX 10 accounts for at least 28% of outstanding MAX ordersFAA expects Boeing's 777X certification to follow the two MAX variantsFARNBOROUGH, England, July 20 (Reuters) - A senior Federal Aviation Administration official said on Monday that the agency expects to certify the Boeing (BA.N), opens new tab 737 MAX 7 and larger 10 soon, after an intensive review of the variants of the best-selling plane.
"Closer than ever before," Deputy FAA Administrator Chris Rocheleau told Reuters in an interview on the sidelines of the Farnborough Air Show. "I think the -7 is literally around the corner, and -10 right behind it."
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He also said he expects the Boeing 777X to be certified after the two MAX planes.
"Whether it's this year or earlier next year... we're kind of letting Boeing drive that when they bring us the right information and we work through it together."
Boeing said last week it is in the final stages of getting regulatory certification for an engine anti-ice system fix for its 737 MAX jetliner.
Boeing has already built about 30 MAX 7s and nine MAX 10s, which are awaiting delivery, according to aviation analytics firm Cirium. The MAX 10 accounts for at least 28% of outstanding MAX orders.
Certification of the MAX 7 and 10 is years behind schedule.
Boeing has faced a more stringent certification process following two fatal MAX 8 crashes in 2018 and 2019, as well as scrutiny of the company's production and quality systems after a January 2024 mid-air cabin panel blowout on a nearly new Alaska Airlines MAX 9.
FAA Administrator Bryan Bedford told Reuters last week the FAA and Boeing have improved work on certifying new planes.
"A lot of our difficulties timely responding to Boeing wasn't a resource challenge on the FAA. It was the fact that Boeing kept changing its priorities," he said.
Bedford said the FAA's workflows on Boeing certification have risen 35% to 40%.
"Boeing has a much more clear line of sight on how we can respond to their certification needs," Bedford said.
Reporting by David Shepardson; Editing by Kirsten Donovan and Sharon Singleton
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Agreement includes SMBC Aviation Capital's first-ever 737-10 order 737-10 order is single largest by a lessor , /PRNewswire/ -- Boeing [NYSE: BA] and SMBC Aviation Capital today announced that the global aviation finance platform and lessor has ordered 100 737 MAX airplanes, including 60 737-10 and 40 737-8 jets.
The 737-10 order represents SMBC Aviation Capital's first purchase for the 737 MAX family's highest capacity variant. With this order, SMBC Aviation Capital increases its owned, managed and committed to portfolio for the 737 MAX family to 450 jets.
Boeing and SMBC Aviation Capital today announced that the global aviation finance platform and lessor has ordered 100 737 MAX airplanes, including 60 737-10 and 40 737-8 jets. "This transaction represents a significant milestone for SMBC Aviation Capital and will ensure our airline customers have access to a long-term pipeline of new technology aircraft," said Peter Barrett, CEO of SMBC Aviation Capital. "Our partnership with Boeing spans over two decades and this order reflects market dynamics as our airline and investor customers look to upgauge to the 737-10. This order will support their growth ambitions well into the next decade and reflects our strong confidence in the Boeing 737 MAX and sustained demand for fuel-efficient, technologically advanced narrowbody aircraft."
The 737-10 has the best per-seat economics of any single-aisle airplane, seating up to 230 passengers with a range of 3,100 nautical miles (5,740 km). By selecting the 737-10, SMBC Aviation Capital will be able to meet strong market demand for larger single-aisle jets, diversify its asset mix and capture a new customer base.
"We are honored that the new and expanded team at SMBC continues to place its trust in Boeing and the 737 MAX family," said Stephanie Pope, president and CEO of Boeing Commercial Airplanes. "This commitment, including SMBC's first 737-10 order, reflects the strong demand we are seeing for the 737 MAX family's efficiency, reliability and versatility."
As global passenger traffic is forecast to grow 4% annually over the next two decades, lessors are increasingly looking to grow and diversify their single-aisle portfolios to provide airlines with more fuel-efficient jets capable of operating across a variety of route networks. Lessors have ordered more than 1,450 737 MAX jets, representing 20% of the 737 MAX backlog.
About SMBC
SMBC Aviation Capital is the leading global aviation finance platform, servicing a fleet of 1700 aircraft with more than 170 airlines globally. Benefiting from the strong support of its shareholders Sumitomo Mitsui Financial Group and Sumitomo Corporation, SMBC Aviation Capital has a high-quality global airline customer base with an owned portfolio comprising 80% new technology aircraft (by net book value). SMBC Aviation Capital has a strong capital position and holds an A- and BBB+ rating with S&P and Fitch respectively, reflecting the long-term strength of its business. For more information, please visit: https://www.smbc.aero/
About Boeing
A leading global aerospace company and top U.S. exporter, Boeing develops, manufactures and services commercial airplanes, defense products and space systems for customers in more than 150 countries. Our U.S. and global workforce and supplier base drive innovation, economic opportunity, sustainability and community impact. Boeing is committed to fostering a culture based on our core values of safety, quality and integrity.
Boeing CEO Kelly Ortberg tells CNBC's Phil LeBeau that the next-generation Air Force One jets will be among the most complex aircraft it has ever built. Ortberg also discusses the certification process for Boeing's new 737 Max variants, saying he believes their approval will help rebuild trust with regulators and bring the planes to market quickly.
Philippines flag carrier will grow its regional network with the 787-10 Airline to place its largest ever widebody order to support fleet modernization , /PRNewswire/ -- Boeing [NYSE: BA] and Philippine Airlines today announced the flag carrier has committed to order up to 20 787 Dreamliner jets. Once finalized, the agreement for 15 787-10 airplanes, with opportunity to purchase five more, will support Philippine Airlines' fleet modernization and expansion plans.
Boeing and Philippine Airlines today announced at the Farnborough Airshow the flag carrier has committed to order up to 20 787 Dreamliner jets. "This investment manifests our confidence in the future of Philippine Airlines and the continued growth of air travel. The Boeing 787-10 will strengthen our medium and long-haul fleet, allowing us to provide an even better travel experience for our customers while improving operational efficiency and supporting our long-term sustainability goals," said Lucio C. Tan III, president and chief operating officer of PAL Holdings, Inc. "As Asia's first and longest serving airline, we proudly celebrated our 85th anniversary earlier this year. An equally meaningful milestone that we celebrate this year is 80 years of partnership between Philippine Airlines and Boeing."
The 787-10 will complement PAL's fleet of 10 777 jets by expanding operational flexibility across the airline's medium- and long-haul route network. Delivering unmatched fuel efficiency with the lowest operating cost per seat of any widebody jet, the 787's composite design yields 25% less fuel use than the airplanes it typically replaces.
"Philippine Airlines' selection of the 787 Dreamliner marks an important step forward in our partnership, one that spans 80 years," said Stephanie Pope, president and CEO of Boeing Commercial Airplanes. "We're grateful for PAL's trust in Boeing, and our team looks forward to delivering advanced-technology airplanes that deepen connections across the Philippines, Asia and beyond."
As the largest variant of the 787 family, the 787-10 can fly 300-375 passengers up to 13,890 km (7,500 nautical miles), enabling PAL to meet rising travel demand. Passengers travel in enhanced comfort with the 787's design features, including the largest dimmable windows of any commercial jet, higher cabin humidity for less-dry air and technology that helps reduce turbulence for a smoother journey.
About Philippine Airlines
Philippine Airlines (PAL) is the Philippines' flag carrier and the country's only full-service network airline. Founded in 1941, PAL is Asia's first commercial airline and has played a vital role in connecting the Philippines to the world for over 85 years. PAL operates scheduled nonstop flights from its hubs in Manila and Cebu to 29 destinations across the Philippines and 40 destinations in Asia, North America, Australia, and the Middle East. PAL is an APEX Four Star™ airline and was recognized by Cirium for achieving the highest on-time performance among Asia-Pacific carriers in 2025. In 2026, Philippine Airlines was officially invited to join the oneworld® Alliance.
About Boeing
A leading global aerospace company and top U.S. exporter, Boeing develops, manufactures and services commercial airplanes, defense products and space systems for customers in more than 150 countries. Our U.S. and global workforce and supplier base drive innovation, economic opportunity, sustainability and community impact. Boeing is committed to fostering a culture based on our core values of safety, quality and integrity. Boeing maintains an 80-year presence with the Philippines, learn more here.
HomeMarketsJust as FAANG is no longer discussed, so too should be the Apple- and Microsoft-led grouping, say Citi strategistsUpdated July 20, 2026, 6:02 a.m. ET
It's time to usher the phrase "Magnificent Seven" into retirement, argue Citi strategists. Photo: Getty ImagesMagnificent Seven as a group is underperforming the broader market this year, but strategists at Citi argue it no longer makes sense to even think about them as a grouping.
“In our view, the Mag 7 is dead as a construct for assessing large-cap growth dynamics, and it has been for some time,” say strategists at Citi, led by Scott Chronert. The grouping comprised Apple AAPL, Microsoft MSFT, Alphabet GOOGL, Amazon.com AMZN, Meta Platforms META, Nvidia NVDA and Tesla TSLA.
Beam Wealth Advisors Inc. lessened its position in shares of NVIDIA Corporation (NASDAQ: NVDA) by 21.5% in the first quarter, according to its most recent filing with the SEC. The firm owned 49,363 shares of the computer hardware maker's stock after selling 13,534 shares during the quarter. NVIDIA makes up approximately 2.1% of
Jeff Bezos has invested in CuspAI, a British startup which on Monday unveiled a partnership with Nvidia and a number of other industry leaders as it hunts for breakthroughs in semiconductors, clean energy and advanced manufacturing.
The $450 million fundraise, which values CuspAI at $2.6 billion, was led by Kleiner Perkins and NEA, with significant participation from Jeff Bezos' Bezos Expeditions. Additional new investors include Glade Brook Capital Partners, Lux Capital, AMD Ventures, and Britain's Sovereign AI Venture Fund.
CuspAI uses artificial intelligence to simulate the performance of novel materials, narrowing the huge number of possibilities for laboratory testing.
"Most big leaps in technology come down to a material, and the next set, from cheaper carbon capture to semiconductors and cleaner water, is stuck waiting on materials nobody has discovered yet," Josh Coyne, partner at Kleiner Perkins, said in a statement. "CuspAI built a search engine that changes that."
Building AI's physical futureCuspAI is one of a new wave of AI companies looking to apply the technology to the physical world.
Bezos' own company Prometheus, which was founded in 2025 and has raised $12 billion at a $41 billion valuation, is creating AI for invention and physical engineering.
The Britain-based CuspAI is opening a new office in Singapore and growing teams in the U.K., the Netherlands, Germany, Japan and the U.S.
The startup has also launched what it's calling an "AI Materials Foundry," a network of data, labs, compute and scientific expertise running on CuspAI's AI platform.
Nvidia is among the 45 organizations that will provide the compute infrastructure. Meta's Fundamental AI Research Team is also joining the initiative.
"As AI transforms the physical world, new materials will open up new frontiers across semiconductors, energy and advanced manufacturing," Chad Edwards, CEO and cofounder, CuspAI, said.
"The AI Materials Foundry brings NVIDIA accelerated computing infrastructure together with world-class chemistry and materials expertise to help power the next generation of materials discovery."
After being the most valuable company in the world for years, Apple (AAPL +0.26%) was kicked down to second place and even third place by Nvidia and Microsoft over the past two years.
But after languishing in market underperformance last year, it's suddenly become a hot stock again. Investor sentiment has taken a positive turn as iPhone sales soar and Apple makes moves to stay dominant in its space, and it's just a hairsbreadth away from reclaiming the title of most valuable company in the world. In fact, it could reach it as you read this.
Image source: Apple.
As of this writing, Apple has a market cap of $4.89 trillion vs. Nvidia's $4.91 trillion, a difference that normally wouldn't even show up with rounding. The gap has been narrowing, with Apple stock up 12% over the past month, while Nvidia stock is down 4%. To get back up on top, Apple stock needs to gain less than 1%. If current market sentiment persists, it's going to happen quickly.
Why Apple is up -- and why Nvidia is down The market is prizing Apple's safety and model right now. The artificial intelligence (AI) landscape is changing by the minute, and the market has been worried about gargantuan hyperscaler AI spend. Apple has largely stayed out of it, focusing on its hardware and making deals with AI companies to bring Apple Intelligence to life.
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At the same time, the market is worried about how Nvidia is going to fare as AI continues to change, especially because a lot of growth has already been built into its stock price.
What happens next? Market sentiment is fickle, but Apple has proved itself many times over the decades, and it's proving itself once again.
Jennifer Saibil has positions in Apple. The Motley Fool has positions in and recommends Apple, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
Bessemer Group Inc. grew its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 71.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 217,768 shares of the technology company’s stock after purchasing an additional 90,417 shares during the quarter. Bessemer Group Inc.’s holdings in AT&T were worth $6,314,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently modified their holdings of T. Brighton Jones LLC raised its stake in shares of AT&T by 26.5% during the fourth quarter. Brighton Jones LLC now owns 48,579 shares of the technology company’s stock valued at $1,106,000 after purchasing an additional 10,188 shares during the period. Osterweis Capital Management Inc. boosted its stake in shares of AT&T by 4,352.9% in the second quarter. Osterweis Capital Management Inc. now owns 6,234 shares of the technology company’s stock valued at $180,000 after purchasing an additional 6,094 shares during the period. Main Street Financial Solutions LLC boosted its stake in shares of AT&T by 4.0% in the second quarter. Main Street Financial Solutions LLC now owns 26,796 shares of the technology company’s stock valued at $775,000 after purchasing an additional 1,022 shares during the period. HUB Investment Partners LLC grew its holdings in AT&T by 19.6% during the 2nd quarter. HUB Investment Partners LLC now owns 55,730 shares of the technology company’s stock valued at $1,613,000 after purchasing an additional 9,115 shares in the last quarter. Finally, Peapack Gladstone Financial Corp grew its holdings in AT&T by 1.8% during the 2nd quarter. Peapack Gladstone Financial Corp now owns 207,063 shares of the technology company’s stock valued at $5,992,000 after purchasing an additional 3,677 shares in the last quarter. Institutional investors and hedge funds own 57.10% of the company’s stock.
Wall Street Analysts Forecast Growth A number of equities analysts have commented on the stock. Scotiabank cut their price objective on shares of AT&T from $31.00 to $29.25 and set a “sector perform” rating on the stock in a report on Wednesday, July 15th. Oppenheimer cut shares of AT&T from an “outperform” rating to a “market perform” rating in a research report on Wednesday, June 3rd. BNP Paribas Exane lowered their target price on AT&T from $28.00 to $26.00 and set a “neutral” rating for the company in a research note on Thursday, April 23rd. Wells Fargo & Company initiated coverage on AT&T in a research report on Wednesday, July 8th. They set an “underweight” rating and a $18.00 target price on the stock. Finally, Morgan Stanley cut their price target on AT&T from $30.00 to $25.00 and set an “overweight” rating on the stock in a research note on Tuesday, July 7th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, AT&T has an average rating of “Moderate Buy” and an average target price of $29.34.
Read Our Latest Stock Analysis on T
Key Headlines Impacting AT&T Here are the key news stories impacting AT&T this week:
Positive Sentiment: Analysts have recently raised earnings estimates for AT&T, and several firms maintain price targets well above the current share price, including a new $29.25 target from Scotiabank and a median target around $25.50. This suggests Wall Street still sees upside if execution stays on track. Analysts Set AT&T Inc. (NYSE:T) Target Price at $29.68 Positive Sentiment: Erste Group Bank lifted its FY2026 and FY2027 EPS estimates for AT&T, reinforcing expectations that earnings remain stable and could support valuation ahead of the report. Positive Sentiment: AT&T said its AI-based network outage prevention system cut customer downtime by more than 12 million hours, highlighting improving network reliability and a potential operational advantage. AT&T built an AI system to prevent network outages. It reduced customer downtime by more than 12 million hours Positive Sentiment: Recent commentary ahead of earnings points to continued expansion in fiber, enterprise connectivity, and connected-car offerings, which could help offset slower growth in wireless. Neutral Sentiment: Investor and hedge-fund activity appears mixed: some large funds have added to AT&T, while others reduced exposure, suggesting the name remains widely watched but not universally favored. Neutral Sentiment: AT&T also disclosed modest lobbying activity tied to telecom regulation, broadband support, and spectrum issues. That is important for the business, but it is not a near-term earnings catalyst. Negative Sentiment: Competition in telecom remains intense, and several recent articles emphasize that AT&T still has questions to answer on growth and execution heading into earnings. That uncertainty is likely weighing on shares. Negative Sentiment: Some analyst targets remain below the current trading range, including recent calls from Wells Fargo and Scotiabank in the high teens to low $20s, showing that not all analysts believe the rally is fully justified. AT&T Stock Down 0.1% T stock opened at $21.79 on Monday. The company has a current ratio of 0.92, a quick ratio of 0.87 and a debt-to-equity ratio of 1.05. The firm has a 50 day simple moving average of $22.98 and a 200-day simple moving average of $25.30. The company has a market capitalization of $151.38 billion, a P/E ratio of 7.31, a PEG ratio of 0.86 and a beta of 0.24. AT&T Inc. has a twelve month low of $19.89 and a twelve month high of $29.79.
AT&T (NYSE:T – Get Free Report) last posted its quarterly earnings data on Wednesday, April 22nd. The technology company reported $0.57 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.02. The firm had revenue of $31.51 billion for the quarter, compared to the consensus estimate of $31.29 billion. AT&T had a net margin of 16.94% and a return on equity of 12.49%. The firm’s revenue was up 2.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.51 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. On average, equities research analysts predict that AT&T Inc. will post 2.32 earnings per share for the current fiscal year.
AT&T Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Stockholders of record on Friday, July 10th will be paid a $0.2775 dividend. This represents a $1.11 dividend on an annualized basis and a dividend yield of 5.1%. The ex-dividend date is Friday, July 10th. AT&T’s dividend payout ratio is 37.25%.
AT&T Profile (Free Report)
AT&T Inc is a global telecommunications company that provides a broad range of communications and digital entertainment services. Its core activities include consumer and business wireless services, broadband and fiber internet, and network infrastructure. The company operates branded wireless services through AT&T Mobility and deploys fixed-line and fiber networks to deliver high-speed internet and related home services.
AT&T’s product and service portfolio spans mobile voice and data plans, smartphones and device sales, home internet (including fiber-to-the-home where available), and managed connectivity solutions for enterprise customers.
Recommended Stories Five stocks we like better than AT&T Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding T? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for AT&T Inc. (NYSE:T – Free Report).
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Dimensional Fund Advisors LP grew its position in shares of AT&T Inc. (NYSE:T – Free Report) by 0.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 50,056,268 shares of the technology company’s stock after purchasing an additional 54,362 shares during the quarter. Dimensional Fund Advisors LP owned approximately 0.72% of AT&T worth $1,451,033,000 as of its most recent SEC filing.
Several other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. lifted its position in AT&T by 0.5% in the 4th quarter. Vanguard Group Inc. now owns 664,055,700 shares of the technology company’s stock worth $16,495,144,000 after buying an additional 3,585,661 shares during the last quarter. State Street Corp grew its position in AT&T by 2.6% during the fourth quarter. State Street Corp now owns 332,089,723 shares of the technology company’s stock valued at $8,249,109,000 after acquiring an additional 8,314,678 shares during the last quarter. Bank of America Corp DE grew its position in AT&T by 3.5% during the fourth quarter. Bank of America Corp DE now owns 119,742,478 shares of the technology company’s stock valued at $2,974,403,000 after acquiring an additional 4,079,062 shares during the last quarter. Norges Bank purchased a new position in shares of AT&T during the fourth quarter worth approximately $2,181,977,000. Finally, Bank of New York Mellon Corp raised its stake in shares of AT&T by 12.7% during the first quarter. Bank of New York Mellon Corp now owns 72,764,509 shares of the technology company’s stock worth $2,109,443,000 after acquiring an additional 8,197,935 shares in the last quarter. 57.10% of the stock is currently owned by institutional investors.
AT&T Stock Down 0.1% Shares of AT&T stock opened at $21.79 on Monday. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.87 and a current ratio of 0.92. AT&T Inc. has a 52-week low of $19.89 and a 52-week high of $29.79. The company’s 50 day moving average price is $22.98 and its 200-day moving average price is $25.30. The stock has a market capitalization of $151.38 billion, a price-to-earnings ratio of 7.31, a P/E/G ratio of 0.86 and a beta of 0.24.
AT&T (NYSE:T – Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The technology company reported $0.57 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.02. The company had revenue of $31.51 billion during the quarter, compared to analyst estimates of $31.29 billion. AT&T had a net margin of 16.94% and a return on equity of 12.49%. The firm’s revenue was up 2.9% compared to the same quarter last year. During the same period in the prior year, the business posted $0.51 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. Equities research analysts forecast that AT&T Inc. will post 2.32 EPS for the current year.
AT&T Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Friday, July 10th will be given a $0.2775 dividend. The ex-dividend date is Friday, July 10th. This represents a $1.11 dividend on an annualized basis and a dividend yield of 5.1%. AT&T’s payout ratio is presently 37.25%.
Analysts Set New Price Targets Several research firms recently commented on T. BNP Paribas Exane reduced their target price on shares of AT&T from $28.00 to $26.00 and set a “neutral” rating on the stock in a report on Thursday, April 23rd. Wells Fargo & Company initiated coverage on shares of AT&T in a research note on Wednesday, July 8th. They issued an “underweight” rating and a $18.00 price target for the company. Morgan Stanley cut their price target on shares of AT&T from $30.00 to $25.00 and set an “overweight” rating for the company in a research report on Tuesday, July 7th. Citigroup raised their price objective on AT&T from $29.00 to $31.50 and gave the company a “buy” rating in a research note on Monday, March 23rd. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $31.00 price objective on shares of AT&T in a report on Wednesday, May 20th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $29.34.
Get Our Latest Report on T
AT&T News Summary Here are the key news stories impacting AT&T this week:
Positive Sentiment: Analysts have recently raised earnings estimates for AT&T, and several firms maintain price targets well above the current share price, including a new $29.25 target from Scotiabank and a median target around $25.50. This suggests Wall Street still sees upside if execution stays on track. Analysts Set AT&T Inc. (NYSE:T) Target Price at $29.68 Positive Sentiment: Erste Group Bank lifted its FY2026 and FY2027 EPS estimates for AT&T, reinforcing expectations that earnings remain stable and could support valuation ahead of the report. Positive Sentiment: AT&T said its AI-based network outage prevention system cut customer downtime by more than 12 million hours, highlighting improving network reliability and a potential operational advantage. AT&T built an AI system to prevent network outages. It reduced customer downtime by more than 12 million hours Positive Sentiment: Recent commentary ahead of earnings points to continued expansion in fiber, enterprise connectivity, and connected-car offerings, which could help offset slower growth in wireless. Neutral Sentiment: Investor and hedge-fund activity appears mixed: some large funds have added to AT&T, while others reduced exposure, suggesting the name remains widely watched but not universally favored. Neutral Sentiment: AT&T also disclosed modest lobbying activity tied to telecom regulation, broadband support, and spectrum issues. That is important for the business, but it is not a near-term earnings catalyst. Negative Sentiment: Competition in telecom remains intense, and several recent articles emphasize that AT&T still has questions to answer on growth and execution heading into earnings. That uncertainty is likely weighing on shares. Negative Sentiment: Some analyst targets remain below the current trading range, including recent calls from Wells Fargo and Scotiabank in the high teens to low $20s, showing that not all analysts believe the rally is fully justified. AT&T Profile (Free Report)
AT&T Inc is a global telecommunications company that provides a broad range of communications and digital entertainment services. Its core activities include consumer and business wireless services, broadband and fiber internet, and network infrastructure. The company operates branded wireless services through AT&T Mobility and deploys fixed-line and fiber networks to deliver high-speed internet and related home services.
AT&T’s product and service portfolio spans mobile voice and data plans, smartphones and device sales, home internet (including fiber-to-the-home where available), and managed connectivity solutions for enterprise customers.
Read More Five stocks we like better than AT&T Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding T? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for AT&T Inc. (NYSE:T – Free Report).
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Dimensional Fund Advisors LP lowered its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 5.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,142,522 shares of the Internet television network’s stock after selling 871,107 shares during the quarter. Dimensional Fund Advisors LP owned 0.36% of Netflix worth $1,455,603,000 at the end of the most recent quarter.
Several other hedge funds have also recently added to or reduced their stakes in NFLX. Checchi Capital Advisers LLC increased its stake in shares of Netflix by 875.7% in the fourth quarter. Checchi Capital Advisers LLC now owns 31,143 shares of the Internet television network’s stock valued at $2,920,000 after buying an additional 27,951 shares in the last quarter. Contravisory Investment Management Inc. lifted its position in Netflix by 837.2% during the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock worth $10,443,000 after buying an additional 99,496 shares in the last quarter. BNC Wealth Management LLC grew its holdings in Netflix by 991.3% during the 4th quarter. BNC Wealth Management LLC now owns 41,229 shares of the Internet television network’s stock worth $3,866,000 after acquiring an additional 37,451 shares during the last quarter. Crew Capital Management Ltd grew its holdings in Netflix by 1,021.9% during the 4th quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock worth $847,000 after acquiring an additional 8,226 shares during the last quarter. Finally, Family Capital Trust Co increased its position in Netflix by 20,869.5% in the 4th quarter. Family Capital Trust Co now owns 27,470 shares of the Internet television network’s stock valued at $2,576,000 after acquiring an additional 27,339 shares in the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.
Insider Activity In other news, insider David A. Hyman sold 5,722 shares of the stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total value of $503,993.76. Following the transaction, the insider owned 316,100 shares of the company’s stock, valued at $27,842,088. This represents a 1.78% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Spencer Adam Neumann sold 9,253 shares of the firm’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $88.95, for a total value of $823,054.35. Following the completion of the transaction, the chief financial officer owned 73,787 shares in the company, valued at $6,563,353.65. This represents a 11.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 899,839 shares of company stock worth $80,141,661. Corporate insiders own 1.24% of the company’s stock.
Netflix News Summary Here are the key news stories impacting Netflix this week:
Positive Sentiment: Some analysts remain bullish, arguing Netflix still has strong long-term upside from margin expansion, advertising growth, and new engagement-driven content formats. Mark Mahaney Reiterates Buy on Netflix Positive Sentiment: Supportive commentary highlighted Netflix’s AI, ads, short-form video, and gaming strategy as potential growth catalysts for monetization and engagement. Ad Engagement & Content Opportunities Offer Bullish Edge for NFLX Neutral Sentiment: Several analysts cut price targets but mostly kept buy/overweight or hold ratings, signaling lower near-term expectations rather than a full thesis break. Laura Martin Maintains Buy on Netflix Negative Sentiment: Netflix’s weaker Q3 outlook and reduced engagement disclosure sparked concern that growth is slowing and management is becoming less transparent with investors. Netflix third-quarter earnings forecast falls shy of Wall Street expectations Negative Sentiment: Coverage across the market emphasized the post-earnings selloff, citing a revenue miss, soft guidance, and investor worries about future growth and competition. U.S. Chip Stocks Extend Slide; Netflix Tumbles on Growth Warning Netflix Price Performance Shares of NASDAQ NFLX opened at $68.95 on Monday. The firm has a market capitalization of $290.33 billion, a PE ratio of 21.70, a price-to-earnings-growth ratio of 0.88 and a beta of 1.52. The company has a current ratio of 1.14, a quick ratio of 1.41 and a debt-to-equity ratio of 0.39. Netflix, Inc. has a 1 year low of $65.08 and a 1 year high of $126.71. The firm’s 50-day moving average is $80.15 and its 200-day moving average is $86.85.
Netflix (NASDAQ:NFLX – Get Free Report) last issued its quarterly earnings results on Thursday, July 16th. The Internet television network reported $0.80 EPS for the quarter, topping the consensus estimate of $0.79 by $0.01. The company had revenue of $12.56 billion during the quarter, compared to analysts’ expectations of $12.58 billion. Netflix had a net margin of 28.22% and a return on equity of 40.02%. Netflix’s revenue was up 13.4% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.72 EPS. Equities analysts expect that Netflix, Inc. will post 3.6 EPS for the current year.
Analyst Ratings Changes A number of equities analysts have weighed in on NFLX shares. Needham & Company LLC reaffirmed a “buy” rating on shares of Netflix in a research note on Friday, April 17th. Erste Group Bank cut shares of Netflix from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Rosenblatt Securities set a $75.00 price target on shares of Netflix and gave the company a “neutral” rating in a report on Friday. Wolfe Research restated an “outperform” rating and issued a $107.00 price objective on shares of Netflix in a research report on Friday, April 17th. Finally, Moffett Nathanson reduced their price objective on Netflix from $120.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, June 17th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and sixteen have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $103.97.
Get Our Latest Stock Analysis on NFLX
Netflix Company Profile (Free Report)
Netflix, Inc (NASDAQ: NFLX) is a global entertainment company that provides subscription-based streaming of films, television series, documentaries and other video content. Founded in 1997 by Reed Hastings and Marc Randolph and headquartered in Los Gatos, California, the company began as a DVD-by-mail rental service and introduced streaming video in 2007. Netflix later expanded into producing and distributing original programming, beginning notable original hits in the 2010s, and now operates a content production and distribution ecosystem alongside its licensing activity.
The company’s primary product is its on-demand streaming service, which can be accessed on a wide range of internet-connected devices and delivered through a suite of apps and web platforms.
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SummaryNetflix is evolving into a global consumer-tech platform with software-like economics, pricing power, and low direct AI disruption risk.NFLX demonstrates rare low-teens revenue growth and 30%+ operating margins at scale, supported by pricing, ads, and international expansion.Advertising and pricing power are expanding NFLX’s monetization ceiling, enabling growth beyond subscriber additions and enhancing free cash flow prospects.At the current valuation, NFLX offers a quality compounder profile with credible mid-teens to high-20s upside, though risks include growth deceleration, YouTube competition, and ad execution. Wachiwit/iStock Editorial via Getty Images
Netflix, Inc. (NFLX) stock is a very interesting setup here because the stock has started to trade as if it belongs in the disrupted-media basket, while the P&L still looks like one of the
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Dimensional Fund Advisors LP increased its position in Mastercard Incorporated (NYSE:MA – Free Report) by 1.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,225,359 shares of the credit services provider’s stock after buying an additional 42,871 shares during the quarter. Mastercard accounts for approximately 0.4% of Dimensional Fund Advisors LP’s holdings, making the stock its 19th biggest holding. Dimensional Fund Advisors LP owned about 0.47% of Mastercard worth $2,111,216,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. J. Stern & Co. LLP increased its position in shares of Mastercard by 53,535.0% in the fourth quarter. J. Stern & Co. LLP now owns 72,597,097 shares of the credit services provider’s stock valued at $41,444,231,000 after acquiring an additional 72,461,743 shares during the period. Norges Bank purchased a new stake in shares of Mastercard during the fourth quarter worth about $6,705,708,000. Cardano Risk Management B.V. grew its stake in shares of Mastercard by 861.6% in the fourth quarter. Cardano Risk Management B.V. now owns 4,072,210 shares of the credit services provider’s stock worth $2,324,743,000 after purchasing an additional 3,648,748 shares during the last quarter. State Street Corp grew its stake in shares of Mastercard by 2.8% in the third quarter. State Street Corp now owns 36,580,374 shares of the credit services provider’s stock worth $20,807,283,000 after purchasing an additional 997,536 shares during the last quarter. Finally, Cibc World Markets Corp bought a new stake in shares of Mastercard in the fourth quarter worth about $497,311,000. 97.28% of the stock is currently owned by institutional investors.
Mastercard Stock Performance Shares of MA stock opened at $543.55 on Monday. Mastercard Incorporated has a 12 month low of $464.52 and a 12 month high of $601.77. The stock has a market cap of $480.27 billion, a PE ratio of 31.46, a price-to-earnings-growth ratio of 1.70 and a beta of 0.73. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56. The company’s fifty day moving average price is $503.99 and its 200-day moving average price is $515.80.
Mastercard (NYSE:MA – Get Free Report) last released its earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share for the quarter, topping analysts’ consensus estimates of $4.41 by $0.19. The firm had revenue of $8.40 billion for the quarter, compared to the consensus estimate of $8.26 billion. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The company’s revenue was up 15.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.73 EPS. On average, equities analysts expect that Mastercard Incorporated will post 19.62 EPS for the current fiscal year.
Mastercard Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Thursday, July 9th will be paid a dividend of $0.87 per share. The ex-dividend date of this dividend is Thursday, July 9th. This represents a $3.48 annualized dividend and a yield of 0.6%. Mastercard’s payout ratio is presently 20.14%.
Insider Transactions at Mastercard In other news, insider Sandra A. Arkell sold 200 shares of the business’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $540.00, for a total value of $108,000.00. Following the sale, the insider directly owned 3,322 shares of the company’s stock, valued at $1,793,880. The trade was a 5.68% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Raj Seshadri sold 1,977 shares of the company’s stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $529.73, for a total value of $1,047,276.21. Following the completion of the sale, the insider owned 16,429 shares in the company, valued at $8,702,934.17. The trade was a 10.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 7,005 shares of company stock worth $3,689,976. Corporate insiders own 0.09% of the company’s stock.
Wall Street Analysts Forecast Growth A number of research analysts have commented on MA shares. Piper Sandler began coverage on Mastercard in a research report on Monday, June 29th. They set an “overweight” rating and a $597.00 price target for the company. Truist Financial cut their price objective on Mastercard from $590.00 to $561.00 and set a “buy” rating on the stock in a research report on Tuesday, May 12th. Wall Street Zen cut Mastercard from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Royal Bank Of Canada decreased their target price on Mastercard from $656.00 to $629.00 and set an “outperform” rating for the company in a report on Friday, May 1st. Finally, Robert W. Baird lifted their target price on shares of Mastercard from $660.00 to $680.00 and gave the company an “outperform” rating in a research note on Tuesday, July 7th. Eight analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $653.92.
Read Our Latest Stock Analysis on MA
About Mastercard (Free Report)
Mastercard Incorporated is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses in more than 200 countries and territories. The company facilitates electronic payments and transaction processing for credit, debit and prepaid card products carrying the Mastercard brand, while also providing a range of payment-related services to issuers, acquirers and merchants. Its technology and network enable authorization, clearing and settlement of payments and support a broad set of use cases including point-of-sale, e-commerce and mobile payments.
Beyond core transaction processing, Mastercard offers a suite of value-added services such as fraud and risk management, identity and authentication tools, tokenization and digital wallet support, cross-border and commercial payment solutions, and data analytics and consulting services for merchants and financial partners.
Featured Articles Five stocks we like better than Mastercard Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding MA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Mastercard Incorporated (NYSE:MA – Free Report).
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Boston Common Asset Management LLC lessened its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 3.3% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 95,289 shares of the credit-card processor’s stock after selling 3,212 shares during the quarter. Visa accounts for 1.9% of Boston Common Asset Management LLC’s portfolio, making the stock its 9th largest position. Boston Common Asset Management LLC’s holdings in Visa were worth $28,800,000 as of its most recent SEC filing.
A number of other hedge funds have also recently bought and sold shares of V. Invariant Investment Management bought a new position in Visa during the fourth quarter worth $969,000. Nixon Peabody Trust Co. increased its stake in Visa by 58.1% during the first quarter. Nixon Peabody Trust Co. now owns 4,201 shares of the credit-card processor’s stock valued at $1,270,000 after purchasing an additional 1,543 shares during the last quarter. Vanguard Group Inc. increased its stake in Visa by 0.7% during the fourth quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock valued at $56,455,834,000 after purchasing an additional 1,054,343 shares during the last quarter. Savvy Advisors Inc. raised its holdings in shares of Visa by 30.1% during the fourth quarter. Savvy Advisors Inc. now owns 28,922 shares of the credit-card processor’s stock worth $10,143,000 after purchasing an additional 6,688 shares during the period. Finally, Wealth Enhancement Trust Services Inc. acquired a new stake in shares of Visa during the fourth quarter worth $15,966,000. Institutional investors and hedge funds own 82.15% of the company’s stock.
Insider Activity at Visa In other Visa news, General Counsel Julie B. Rottenberg sold 2,027 shares of the company’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the completion of the transaction, the general counsel owned 18,404 shares in the company, valued at approximately $6,625,440. This represents a 9.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the completion of the sale, the chief financial officer owned 9,872 shares in the company, valued at $3,206,524.32. The trade was a 51.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 75,581 shares of company stock worth $25,627,975 in the last ninety days. 0.12% of the stock is owned by insiders.
Analysts Set New Price Targets A number of research firms have recently issued reports on V. Raymond James Financial restated an “outperform” rating and issued a $389.00 price target on shares of Visa in a research report on Wednesday, April 29th. Barclays initiated coverage on shares of Visa in a research note on Tuesday, July 7th. They set an “overweight” rating and a $420.00 price objective on the stock. Clear Str raised shares of Visa to a “strong-buy” rating in a report on Thursday. Loop Capital began coverage on Visa in a research note on Tuesday, March 31st. They issued a “buy” rating and a $387.00 target price for the company. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $450.00 target price on shares of Visa in a research note on Tuesday, June 2nd. Seven research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $398.36.
View Our Latest Analysis on Visa
Key Visa News Here are the key news stories impacting Visa this week:
Positive Sentiment: Visa launched its Stablecoin Platform, an enterprise tool for banks, fintechs, and crypto-native firms to mint, move, store, and redeem stablecoins in one Visa-managed environment. Investors may view this as a meaningful new growth avenue that could expand Visa’s role in blockchain-based payments. Visa Introduces Platform for Stablecoin Minting, Movement and Management Positive Sentiment: Reports say Visa joined Google and Stripe in the x402 Foundation, which is building an open standard for machine-to-machine and AI agent payments. That supports Visa’s long-term relevance in emerging micro-payment and autonomous commerce use cases. Google and Visa join the online micro-payments revolution Positive Sentiment: Visa and Artemis highlighted that stablecoins could become key infrastructure for AI agent micropayments, reinforcing the idea that Visa is positioning itself early in a potentially large new payment category. Stablecoins Emerge as Key Infrastructure for AI Agent Micropayments, Visa and Artemis Report Positive Sentiment: Hong Leong Bank launched Malaysia’s first Visa Infinite Privilege card, showing continued strength in Visa’s premium product lineup and international card issuance. Hong Leong Bank Debuts Malaysia’s First Visa Infinite Privilege Card Positive Sentiment: Visa was also upgraded to “strong-buy” by an analyst source, adding to bullish sentiment around the stock. Visa upgraded by Clear Str Llc to strong-buy Neutral Sentiment: Several articles discuss Visa’s new AI assistants, agentic payments pilots, and refreshed Visa Infinite offerings in Asia-Pacific. These developments are constructive, but they are mostly early-stage or product refreshes rather than immediate financial catalysts. What Visa (V)’s New AI Assistants and Agentic Payments Mean For Shareholders Visa Price Performance Shares of NYSE V opened at $358.51 on Monday. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.09 and a quick ratio of 1.09. The firm has a market capitalization of $643.08 billion, a PE ratio of 31.23, a P/E/G ratio of 1.91 and a beta of 0.75. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $365.14. The business’s fifty day moving average price is $334.41 and its two-hundred day moving average price is $324.99.
Visa (NYSE:V – Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.10 by $0.21. The company had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company’s revenue for the quarter was up 17.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.76 earnings per share. On average, research analysts expect that Visa Inc. will post 13.11 EPS for the current year.
Visa declared that its Board of Directors has initiated a stock buyback program on Tuesday, April 28th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its stock is undervalued.
Visa Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 12th were given a $0.67 dividend. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 annualized dividend and a yield of 0.7%. Visa’s dividend payout ratio (DPR) is currently 23.34%.
Visa Company Profile (Free Report)
Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.
Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.
Further Reading Five stocks we like better than Visa Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V – Free Report).
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Cantillon Capital Management LLC lowered its position in shares of Visa Inc. (NYSE:V – Free Report) by 11.9% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,718,158 shares of the credit-card processor’s stock after selling 231,330 shares during the period. Visa comprises about 3.5% of Cantillon Capital Management LLC’s investment portfolio, making the stock its 9th biggest holding. Cantillon Capital Management LLC owned approximately 0.09% of Visa worth $519,296,000 at the end of the most recent reporting period.
Other institutional investors have also added to or reduced their stakes in the company. Clayton Financial Group LLC raised its stake in shares of Visa by 446.2% during the fourth quarter. Clayton Financial Group LLC now owns 71 shares of the credit-card processor’s stock valued at $25,000 after acquiring an additional 58 shares during the last quarter. PayPay Securities Corp boosted its holdings in shares of Visa by 102.7% during the fourth quarter. PayPay Securities Corp now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 38 shares during the period. Cresta Advisors Ltd. bought a new stake in shares of Visa in the fourth quarter worth about $26,000. Parvin Asset Management LLC grew its stake in shares of Visa by 200.0% in the third quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares during the last quarter. Finally, Dorato Capital Management bought a new stake in shares of Visa in the fourth quarter worth about $30,000. Hedge funds and other institutional investors own 82.15% of the company’s stock.
Insider Transactions at Visa In other news, CEO Ryan Mcinerney sold 31,455 shares of the stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total value of $10,699,103.70. Following the completion of the transaction, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the firm’s stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the completion of the transaction, the general counsel owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. The trade was a 9.92% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 75,581 shares of company stock valued at $25,627,975. Corporate insiders own 0.12% of the company’s stock.
Analysts Set New Price Targets A number of research analysts have commented on the company. Truist Financial set a $371.00 price target on Visa and gave the company a “buy” rating in a research report on Tuesday, May 12th. BMO Capital Markets reiterated an “outperform” rating and issued a $387.00 price objective (up from $375.00) on shares of Visa in a research report on Wednesday. Oppenheimer reiterated an “outperform” rating and issued a $403.00 price objective (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. Piper Sandler initiated coverage on Visa in a research note on Monday, June 29th. They set an “overweight” rating and a $394.00 target price on the stock. Finally, Raymond James Financial restated an “outperform” rating and set a $389.00 target price on shares of Visa in a report on Wednesday, April 29th. Seven investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Buy” and an average target price of $398.36.
View Our Latest Analysis on V
Visa Trading Down 0.0% Shares of V opened at $358.51 on Monday. Visa Inc. has a 1-year low of $293.89 and a 1-year high of $365.14. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. The firm’s 50-day moving average price is $334.41 and its 200-day moving average price is $324.99. The firm has a market capitalization of $643.08 billion, a price-to-earnings ratio of 31.23, a PEG ratio of 1.91 and a beta of 0.75.
Visa (NYSE:V – Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.10 by $0.21. Visa had a net margin of 51.68% and a return on equity of 65.00%. The company had revenue of $11.23 billion during the quarter, compared to the consensus estimate of $10.75 billion. During the same period in the prior year, the firm earned $2.76 earnings per share. Visa’s revenue was up 17.1% on a year-over-year basis. Sell-side analysts anticipate that Visa Inc. will post 13.11 EPS for the current year.
Visa declared that its Board of Directors has approved a stock repurchase plan on Tuesday, April 28th that permits the company to buyback $20.00 billion in shares. This buyback authorization permits the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s management believes its stock is undervalued.
Visa Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th were issued a dividend of $0.67 per share. The ex-dividend date was Tuesday, May 12th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. Visa’s dividend payout ratio is 23.34%.
Key Headlines Impacting Visa Here are the key news stories impacting Visa this week:
Positive Sentiment: Visa launched its Stablecoin Platform, an enterprise tool for banks, fintechs, and crypto-native firms to mint, move, store, and redeem stablecoins in one Visa-managed environment. Investors may view this as a meaningful new growth avenue that could expand Visa’s role in blockchain-based payments. Visa Introduces Platform for Stablecoin Minting, Movement and Management Positive Sentiment: Reports say Visa joined Google and Stripe in the x402 Foundation, which is building an open standard for machine-to-machine and AI agent payments. That supports Visa’s long-term relevance in emerging micro-payment and autonomous commerce use cases. Google and Visa join the online micro-payments revolution Positive Sentiment: Visa and Artemis highlighted that stablecoins could become key infrastructure for AI agent micropayments, reinforcing the idea that Visa is positioning itself early in a potentially large new payment category. Stablecoins Emerge as Key Infrastructure for AI Agent Micropayments, Visa and Artemis Report Positive Sentiment: Hong Leong Bank launched Malaysia’s first Visa Infinite Privilege card, showing continued strength in Visa’s premium product lineup and international card issuance. Hong Leong Bank Debuts Malaysia’s First Visa Infinite Privilege Card Positive Sentiment: Visa was also upgraded to “strong-buy” by an analyst source, adding to bullish sentiment around the stock. Visa upgraded by Clear Str Llc to strong-buy Neutral Sentiment: Several articles discuss Visa’s new AI assistants, agentic payments pilots, and refreshed Visa Infinite offerings in Asia-Pacific. These developments are constructive, but they are mostly early-stage or product refreshes rather than immediate financial catalysts. What Visa (V)’s New AI Assistants and Agentic Payments Mean For Shareholders Visa Company Profile (Free Report)
Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.
Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.
Further Reading Five stocks we like better than Visa Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V – Free Report).
Receive News & Ratings for Visa Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Visa and related companies with MarketBeat.com's FREE daily email newsletter.
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Dimensional Fund Advisors LP raised its holdings in Visa Inc. (NYSE:V – Free Report) by 3.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 8,842,842 shares of the credit-card processor’s stock after buying an additional 316,559 shares during the period. Visa accounts for about 0.6% of Dimensional Fund Advisors LP’s portfolio, making the stock its 15th largest holding. Dimensional Fund Advisors LP owned about 0.49% of Visa worth $2,672,655,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in V. Ransom Advisory Ltd increased its position in shares of Visa by 0.3% in the fourth quarter. Ransom Advisory Ltd now owns 9,447 shares of the credit-card processor’s stock valued at $3,313,000 after acquiring an additional 30 shares during the last quarter. FOCUS Wealth Advisors LLC boosted its position in Visa by 0.4% during the fourth quarter. FOCUS Wealth Advisors LLC now owns 7,710 shares of the credit-card processor’s stock valued at $2,704,000 after purchasing an additional 31 shares during the last quarter. Planned Solutions Inc. boosted its position in Visa by 2.0% during the fourth quarter. Planned Solutions Inc. now owns 1,598 shares of the credit-card processor’s stock valued at $560,000 after purchasing an additional 31 shares during the last quarter. Frederick Financial Consultants LLC grew its stake in Visa by 2.0% in the fourth quarter. Frederick Financial Consultants LLC now owns 1,598 shares of the credit-card processor’s stock valued at $560,000 after purchasing an additional 31 shares in the last quarter. Finally, Spinnaker Investment Group LLC grew its stake in Visa by 3.0% in the fourth quarter. Spinnaker Investment Group LLC now owns 1,088 shares of the credit-card processor’s stock valued at $382,000 after purchasing an additional 32 shares in the last quarter. 82.15% of the stock is owned by institutional investors.
Insider Activity In other news, General Counsel Julie B. Rottenberg sold 2,027 shares of the stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the transaction, the general counsel directly owned 18,404 shares of the company’s stock, valued at $6,625,440. This represents a 9.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ryan Mcinerney sold 31,455 shares of the firm’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $340.14, for a total transaction of $10,699,103.70. Following the sale, the chief executive officer owned 15,174 shares of the company’s stock, valued at approximately $5,161,284.36. This represents a 67.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 75,581 shares of company stock valued at $25,627,975 over the last ninety days. 0.12% of the stock is currently owned by company insiders.
Analysts Set New Price Targets Several research firms have weighed in on V. UBS Group boosted their price target on Visa from $390.00 to $410.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Truist Financial set a $371.00 price objective on Visa and gave the company a “buy” rating in a report on Tuesday, May 12th. Piper Sandler assumed coverage on shares of Visa in a research note on Monday, June 29th. They issued an “overweight” rating and a $394.00 target price for the company. Loop Capital assumed coverage on shares of Visa in a report on Tuesday, March 31st. They set a “buy” rating and a $387.00 target price on the stock. Finally, Oppenheimer reaffirmed an “outperform” rating and set a $403.00 price target (up from $391.00) on shares of Visa in a research report on Wednesday, April 29th. Seven investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $398.36.
Get Our Latest Research Report on V
Visa News Summary Here are the key news stories impacting Visa this week:
Positive Sentiment: Visa launched its Stablecoin Platform, an enterprise tool for banks, fintechs, and crypto-native firms to mint, move, store, and redeem stablecoins in one Visa-managed environment. Investors may view this as a meaningful new growth avenue that could expand Visa’s role in blockchain-based payments. Visa Introduces Platform for Stablecoin Minting, Movement and Management Positive Sentiment: Reports say Visa joined Google and Stripe in the x402 Foundation, which is building an open standard for machine-to-machine and AI agent payments. That supports Visa’s long-term relevance in emerging micro-payment and autonomous commerce use cases. Google and Visa join the online micro-payments revolution Positive Sentiment: Visa and Artemis highlighted that stablecoins could become key infrastructure for AI agent micropayments, reinforcing the idea that Visa is positioning itself early in a potentially large new payment category. Stablecoins Emerge as Key Infrastructure for AI Agent Micropayments, Visa and Artemis Report Positive Sentiment: Hong Leong Bank launched Malaysia’s first Visa Infinite Privilege card, showing continued strength in Visa’s premium product lineup and international card issuance. Hong Leong Bank Debuts Malaysia’s First Visa Infinite Privilege Card Positive Sentiment: Visa was also upgraded to “strong-buy” by an analyst source, adding to bullish sentiment around the stock. Visa upgraded by Clear Str Llc to strong-buy Neutral Sentiment: Several articles discuss Visa’s new AI assistants, agentic payments pilots, and refreshed Visa Infinite offerings in Asia-Pacific. These developments are constructive, but they are mostly early-stage or product refreshes rather than immediate financial catalysts. What Visa (V)’s New AI Assistants and Agentic Payments Mean For Shareholders Visa Stock Performance Shares of NYSE V opened at $358.51 on Monday. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. The company has a market capitalization of $643.08 billion, a P/E ratio of 31.23, a P/E/G ratio of 1.91 and a beta of 0.75. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $365.14. The stock has a 50 day moving average of $334.41 and a 200-day moving average of $324.99.
Visa (NYSE:V – Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share for the quarter, beating analysts’ consensus estimates of $3.10 by $0.21. Visa had a return on equity of 65.00% and a net margin of 51.68%.The business had revenue of $11.23 billion for the quarter, compared to analysts’ expectations of $10.75 billion. During the same quarter in the prior year, the business earned $2.76 EPS. The firm’s revenue for the quarter was up 17.1% on a year-over-year basis. As a group, equities research analysts predict that Visa Inc. will post 13.11 EPS for the current year.
Visa announced that its Board of Directors has initiated a share repurchase program on Tuesday, April 28th that permits the company to buyback $20.00 billion in shares. This buyback authorization permits the credit-card processor to buy up to 3.6% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its stock is undervalued.
Visa Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th were issued a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Tuesday, May 12th. Visa’s payout ratio is currently 23.34%.
About Visa (Free Report)
Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.
Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.
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Boston Common Asset Management LLC reduced its holdings in Bank of America Corporation (NYSE:BAC – Free Report) by 4.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 240,092 shares of the financial services provider’s stock after selling 11,299 shares during the period. Boston Common Asset Management LLC’s holdings in Bank of America were worth $11,704,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Brighton Jones LLC boosted its stake in shares of Bank of America by 30.0% in the fourth quarter. Brighton Jones LLC now owns 108,872 shares of the financial services provider’s stock worth $4,785,000 after buying an additional 25,143 shares during the last quarter. Sivia Capital Partners LLC raised its position in Bank of America by 40.5% during the second quarter. Sivia Capital Partners LLC now owns 21,401 shares of the financial services provider’s stock valued at $1,013,000 after acquiring an additional 6,174 shares in the last quarter. Jump Financial LLC raised its position in Bank of America by 38.4% during the second quarter. Jump Financial LLC now owns 65,677 shares of the financial services provider’s stock valued at $3,108,000 after acquiring an additional 18,227 shares in the last quarter. Nebula Research & Development LLC acquired a new position in Bank of America in the second quarter valued at approximately $1,396,000. Finally, Vivaldi Capital Management LP boosted its position in Bank of America by 4.2% in the 2nd quarter. Vivaldi Capital Management LP now owns 8,819 shares of the financial services provider’s stock worth $417,000 after purchasing an additional 355 shares in the last quarter. Institutional investors and hedge funds own 70.71% of the company’s stock.
Wall Street Analysts Forecast Growth BAC has been the topic of a number of analyst reports. Daiwa Securities Group raised their price objective on shares of Bank of America from $58.00 to $61.00 and gave the stock an “overweight” rating in a research note on Tuesday, April 28th. Citigroup raised their price target on shares of Bank of America from $62.00 to $66.00 and gave the company a “buy” rating in a research report on Tuesday, June 23rd. The Goldman Sachs Group lifted their price objective on shares of Bank of America from $58.00 to $63.00 and gave the company a “buy” rating in a report on Thursday, April 16th. HSBC upped their price objective on shares of Bank of America from $55.00 to $60.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Finally, Oppenheimer lowered shares of Bank of America from an “outperform” rating to a “market perform” rating in a research note on Tuesday, June 30th. Twenty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $63.77.
Get Our Latest Analysis on BAC
Insider Activity In other news, insider Geoffrey S. Greener sold 126,756 shares of Bank of America stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $53.01, for a total value of $6,719,335.56. Following the sale, the insider owned 1,373,397 shares in the company, valued at $72,803,774.97. This trade represents a 8.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.27% of the stock is currently owned by company insiders.
More Bank of America News Here are the key news stories impacting Bank of America this week:
Positive Sentiment: Bank of America declared regular cash dividends on multiple preferred stock series, reinforcing its continued capital return to shareholders. Bank of America Declares Preferred Stock Dividends Payable in August and September 2026 Positive Sentiment: Multiple firms lifted their outlooks on BAC, including higher earnings estimates for FY2026 and FY2027, suggesting improving expectations for profitability. Bank of America stock page Positive Sentiment: Bank of America’s recent Q2 results were broadly strong, with the company topping estimates and benefiting from robust trading and deal activity, which has helped support investor confidence in the stock. BofA rides market whiplash to trading records, deal activity shines Neutral Sentiment: Bank of America also announced internal AI leadership appointments to accelerate AI adoption in its global markets business, a strategic move that could improve efficiency over time but is not an immediate earnings driver. BofA names senior executives to drive AI adoption in global markets-memo Bank of America Trading Down 0.2% Shares of BAC stock opened at $61.18 on Monday. Bank of America Corporation has a 1-year low of $44.75 and a 1-year high of $62.12. The company has a market cap of $434.16 billion, a price-to-earnings ratio of 14.03, a PEG ratio of 0.98 and a beta of 1.17. The company has a debt-to-equity ratio of 1.23, a current ratio of 0.83 and a quick ratio of 0.82. The stock has a 50 day simple moving average of $55.30 and a 200-day simple moving average of $53.13.
Bank of America (NYSE:BAC – Get Free Report) last released its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $1.21 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.13 by $0.08. The firm had revenue of $8.08 billion for the quarter, compared to analysts’ expectations of $30.78 billion. Bank of America had a net margin of 17.56% and a return on equity of 12.20%. The firm’s revenue for the quarter was up 19.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.89 EPS. On average, equities research analysts expect that Bank of America Corporation will post 4.64 EPS for the current fiscal year.
Bank of America Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Friday, June 5th were issued a dividend of $0.28 per share. This represents a $1.12 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend was Friday, June 5th. Bank of America’s dividend payout ratio (DPR) is presently 25.69%.
Bank of America Company Profile (Free Report)
Bank of America Corporation is a multinational financial services company headquartered in Charlotte, North Carolina. It provides a broad array of banking, investment, asset management and related financial and risk management products and services to individual consumers, small- and middle-market businesses, large corporations, governments and institutional investors. The firm operates through consumer banking, global wealth and investment management, global banking and markets businesses, offering capabilities across lending, deposits, payments, advisory and capital markets.
Its consumer-facing offerings include checking and savings accounts, mortgages, home equity lending, auto loans, credit cards and small business banking, supported by a nationwide branch network and digital channels.
Featured Articles Five stocks we like better than Bank of America Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks
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Broderick Brian C boosted its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 148.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 10,934 shares of the retailer’s stock after buying an additional 6,534 shares during the period. Broderick Brian C’s holdings in Walmart were worth $1,359,000 as of its most recent SEC filing.
Several other institutional investors have also added to or reduced their stakes in the company. Decker Wealth Management LLC bought a new stake in Walmart in the 1st quarter worth approximately $8,946,000. Eaton Cambridge Inc. bought a new position in shares of Walmart during the 1st quarter valued at approximately $302,000. Marshall & Sterling Wealth Advisors Inc. boosted its position in shares of Walmart by 25.3% during the 1st quarter. Marshall & Sterling Wealth Advisors Inc. now owns 1,839 shares of the retailer’s stock valued at $229,000 after acquiring an additional 371 shares during the last quarter. True North Advisors LLC grew its holdings in shares of Walmart by 5.7% in the first quarter. True North Advisors LLC now owns 10,385 shares of the retailer’s stock valued at $1,291,000 after purchasing an additional 560 shares in the last quarter. Finally, SEB Asset Management AB purchased a new position in shares of Walmart in the first quarter valued at $179,537,000. Hedge funds and other institutional investors own 26.76% of the company’s stock.
Analyst Upgrades and Downgrades WMT has been the topic of a number of recent research reports. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Walmart in a research note on Monday, June 8th. Piper Sandler reiterated an “overweight” rating on shares of Walmart in a research report on Monday, June 8th. TD Cowen reissued a “buy” rating and issued a $150.00 price objective (up from $145.00) on shares of Walmart in a research note on Thursday, May 7th. Erste Group Bank downgraded shares of Walmart from a “buy” rating to a “hold” rating in a report on Friday, June 5th. Finally, Morgan Stanley upped their target price on shares of Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $138.85.
Check Out Our Latest Analysis on Walmart
Walmart News Summary Here are the key news stories impacting Walmart this week:
Positive Sentiment: June U.S. retail sales held up, suggesting consumers are still spending as Walmart heads into the back-to-school season; that could support traffic and sales volumes if the company remains aggressive on pricing. Retail Sales Hold Up as Walmart and Amazon Go Back to School Neutral Sentiment: Walmart is also being discussed in multiple market and analyst roundups, with commentary focusing on its strong digital growth and role as a defensive stock, but these pieces do not appear to include a major new business update. Walmart Commands a 36.74X Forward P/E: Is the Stock Worth Buying? Neutral Sentiment: An article about AI and retail highlighted that Walmart is investing in automation while still emphasizing workers, which reinforces its long-term strategy but is unlikely to move the stock on its own. Walmart’s people chief says these 10 jobs are still hot in the age of AI Negative Sentiment: Some analysts argue Walmart’s premium valuation leaves limited room for disappointment, with one note saying momentum alone may not justify the stock’s high forward P/E. Walmart’s Momentum Cannot Justify The Premium Negative Sentiment: Walmart has also been the subject of bearish commentary saying the recent sell-off may not be over, adding to investor caution around the shares. Walmart: The Sell-Off Isn’t Over Yet (Rating Upgrade) Insider Activity In related news, EVP Daniel J. Bartlett sold 3,775 shares of Walmart stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $109.64, for a total transaction of $413,891.00. Following the completion of the sale, the executive vice president owned 630,009 shares in the company, valued at $69,074,186.76. This trade represents a 0.60% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.97, for a total transaction of $1,308,670.00. Following the completion of the sale, the executive vice president directly owned 120,203 shares of the company’s stock, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 87,145 shares of company stock valued at $10,691,920. Insiders own 0.09% of the company’s stock.
Walmart Price Performance WMT opened at $114.24 on Monday. The business has a fifty day moving average of $118.82 and a 200 day moving average of $122.11. Walmart Inc. has a 52-week low of $94.43 and a 52-week high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The stock has a market cap of $909.13 billion, a P/E ratio of 40.08, a PEG ratio of 4.26 and a beta of 0.60.
Walmart (NASDAQ:WMT – Get Free Report) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter in the prior year, the company posted $0.61 EPS. Walmart’s quarterly revenue was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. As a group, sell-side analysts anticipate that Walmart Inc. will post 2.89 EPS for the current year.
Walmart Company Profile (Free Report)
Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.
The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.
See Also Five stocks we like better than Walmart Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding WMT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Walmart Inc. (NASDAQ:WMT – Free Report).
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Dimensional Fund Advisors LP increased its holdings in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 3.3% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 16,122,394 shares of the retailer’s stock after acquiring an additional 520,035 shares during the quarter. Walmart comprises about 0.4% of Dimensional Fund Advisors LP’s investment portfolio, making the stock its 20th largest holding. Dimensional Fund Advisors LP owned approximately 0.20% of Walmart worth $2,003,601,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also bought and sold shares of WMT. MFA Wealth Services increased its holdings in shares of Walmart by 0.7% during the first quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock worth $1,356,000 after purchasing an additional 80 shares during the period. Realta Investment Advisors boosted its stake in shares of Walmart by 2.0% in the first quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock valued at $508,000 after buying an additional 81 shares during the period. Compton Financial Group LLC grew its position in Walmart by 4.1% during the first quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock worth $259,000 after buying an additional 82 shares in the last quarter. Renaissance Group LLC increased its stake in Walmart by 0.9% during the 4th quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock worth $1,074,000 after acquiring an additional 83 shares during the period. Finally, Calton & Associates Inc. increased its stake in Walmart by 0.3% during the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock worth $3,033,000 after acquiring an additional 84 shares during the period. Institutional investors and hedge funds own 26.76% of the company’s stock.
Insider Transactions at Walmart In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total transaction of $413,891.00. Following the completion of the transaction, the executive vice president owned 630,009 shares of the company’s stock, valued at approximately $69,074,186.76. The trade was a 0.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $132.21, for a total transaction of $2,566,989.36. Following the completion of the transaction, the director directly owned 4,193,995 shares of the company’s stock, valued at $554,488,078.95. This trade represents a 0.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 87,145 shares of company stock valued at $10,691,920. Company insiders own 0.09% of the company’s stock.
Analyst Upgrades and Downgrades Several equities analysts have weighed in on WMT shares. TD Cowen reaffirmed a “buy” rating and issued a $150.00 price objective (up from $145.00) on shares of Walmart in a report on Thursday, May 7th. Freedom Capital upgraded Walmart from a “strong sell” rating to a “hold” rating in a research report on Thursday, May 21st. UBS Group set a $141.00 price target on Walmart and gave the company a “buy” rating in a research note on Friday, May 22nd. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Walmart in a research report on Monday, June 8th. Finally, Evercore reiterated an “outperform” rating on shares of Walmart in a research note on Monday, May 18th. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, Walmart currently has a consensus rating of “Moderate Buy” and a consensus price target of $138.85.
Check Out Our Latest Research Report on WMT
Walmart Stock Performance Shares of WMT opened at $114.24 on Monday. Walmart Inc. has a 52-week low of $94.43 and a 52-week high of $135.15. The business’s fifty day moving average is $118.82 and its 200-day moving average is $122.11. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The firm has a market cap of $909.13 billion, a price-to-earnings ratio of 40.08, a PEG ratio of 4.26 and a beta of 0.60.
Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, hitting analysts’ consensus estimates of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company had revenue of $177.75 billion during the quarter, compared to analysts’ expectations of $174.84 billion. During the same quarter in the previous year, the firm earned $0.61 EPS. Walmart’s revenue was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Equities analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.
Key Headlines Impacting Walmart Here are the key news stories impacting Walmart this week:
Positive Sentiment: June U.S. retail sales held up, suggesting consumers are still spending as Walmart heads into the back-to-school season; that could support traffic and sales volumes if the company remains aggressive on pricing. Retail Sales Hold Up as Walmart and Amazon Go Back to School Neutral Sentiment: Walmart is also being discussed in multiple market and analyst roundups, with commentary focusing on its strong digital growth and role as a defensive stock, but these pieces do not appear to include a major new business update. Walmart Commands a 36.74X Forward P/E: Is the Stock Worth Buying? Neutral Sentiment: An article about AI and retail highlighted that Walmart is investing in automation while still emphasizing workers, which reinforces its long-term strategy but is unlikely to move the stock on its own. Walmart’s people chief says these 10 jobs are still hot in the age of AI Negative Sentiment: Some analysts argue Walmart’s premium valuation leaves limited room for disappointment, with one note saying momentum alone may not justify the stock’s high forward P/E. Walmart’s Momentum Cannot Justify The Premium Negative Sentiment: Walmart has also been the subject of bearish commentary saying the recent sell-off may not be over, adding to investor caution around the shares. Walmart: The Sell-Off Isn’t Over Yet (Rating Upgrade) Walmart Profile (Free Report)
Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.
The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.
Featured Articles Five stocks we like better than Walmart Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks
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Geneos Wealth Management Inc. increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 73,064 shares of the financial services provider’s stock after acquiring an additional 1,730 shares during the quarter. Geneos Wealth Management Inc.’s holdings in JPMorgan Chase & Co. were worth $21,492,000 as of its most recent SEC filing.
A number of other institutional investors have also recently bought and sold shares of JPM. Collective Family Office LLC boosted its position in shares of JPMorgan Chase & Co. by 1.0% during the fourth quarter. Collective Family Office LLC now owns 3,339 shares of the financial services provider’s stock worth $1,076,000 after purchasing an additional 32 shares in the last quarter. Essential Planning LLC. grew its holdings in shares of JPMorgan Chase & Co. by 2.4% in the 4th quarter. Essential Planning LLC. now owns 1,399 shares of the financial services provider’s stock valued at $451,000 after buying an additional 33 shares during the period. Sterling Group Wealth Management LLC increased its position in shares of JPMorgan Chase & Co. by 0.8% in the 1st quarter. Sterling Group Wealth Management LLC now owns 4,020 shares of the financial services provider’s stock valued at $1,183,000 after buying an additional 33 shares in the last quarter. Spinnaker Investment Group LLC increased its position in shares of JPMorgan Chase & Co. by 0.7% in the 4th quarter. Spinnaker Investment Group LLC now owns 5,183 shares of the financial services provider’s stock valued at $1,670,000 after buying an additional 34 shares in the last quarter. Finally, Vestia Personal Wealth Advisors raised its stake in JPMorgan Chase & Co. by 2.7% during the 4th quarter. Vestia Personal Wealth Advisors now owns 1,294 shares of the financial services provider’s stock worth $391,000 after buying an additional 34 shares during the period. Institutional investors and hedge funds own 71.55% of the company’s stock.
Wall Street Analysts Forecast Growth Several research analysts have weighed in on JPM shares. Robert W. Baird lifted their target price on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the stock a “neutral” rating in a report on Wednesday. Wells Fargo & Company increased their price target on JPMorgan Chase & Co. from $360.00 to $375.00 and gave the stock an “overweight” rating in a report on Wednesday. Autonomous Res dropped their price target on JPMorgan Chase & Co. from $360.00 to $324.00 and set a “neutral” rating on the stock in a research report on Monday, April 6th. Piper Sandler lifted their price objective on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Finally, Royal Bank Of Canada boosted their price objective on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the company an “outperform” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. has an average rating of “Moderate Buy” and a consensus price target of $354.92.
View Our Latest Stock Report on JPMorgan Chase & Co.
Key Stories Impacting JPMorgan Chase & Co. Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan’s blowout Q2 earnings are driving bullish sentiment, with the bank reporting record profits, 41% higher net income, strong trading and investment banking activity, and higher full-year net interest income guidance. JPMorgan Just Reported $21.2 Billion in Q2 Net Income — Up 41% — and CEO Jamie Dimon Said the Economy Is “Close to as Good as It Gets.” Positive Sentiment: Analysts have been raising expectations after the results, including multiple higher price targets and upgraded earnings forecasts, signaling confidence that JPMorgan can continue to outperform. JPMorgan Price Target Raised to $380 on Strong Q2 Results, Upgraded Outlook and Capital Strength Positive Sentiment: The stock is also benefiting from expectations that JPMorgan may raise its quarterly dividend by 10% after passing the Federal Reserve stress test, reinforcing the bank’s capital strength and shareholder-return story. JPM Stock Just Staged a Record Bull Run. 1 Analyst Thinks It Can Still Soar to $420. Neutral Sentiment: JPMorgan was added to several “Strong Buy” and momentum/income stock lists, which adds to positive sentiment but is less directly impactful than earnings or guidance. New Strong Buy Stocks for July 17th Neutral Sentiment: JPMorgan also drew attention for major financing activity and a $24 million Philadelphia shipbuilding investment, highlighting ongoing business expansion and capital deployment. JPMorgan Chase (JPM) Puts $24 Million Into Philadelphia Shipbuilding And Defense Negative Sentiment: Late-day sector weakness in financial stocks may be limiting JPMorgan’s upside even as company-specific fundamentals remain strong. Sector Update: Financial Stocks Decline Friday Afternoon JPMorgan Chase & Co. Trading Up 0.1% NYSE JPM opened at $341.60 on Monday. The stock has a market capitalization of $915.33 billion, a price-to-earnings ratio of 14.64, a PEG ratio of 1.52 and a beta of 0.99. The stock’s 50 day moving average price is $319.11 and its two-hundred day moving average price is $310.21. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.85. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $351.24.
JPMorgan Chase & Co. Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be issued a $1.50 dividend. The ex-dividend date is Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is 25.71%.
Insider Transactions at JPMorgan Chase & Co. In related news, COO Jennifer Piepszak sold 4,919 shares of the firm’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total value of $1,522,036.98. Following the completion of the transaction, the chief operating officer owned 85,082 shares of the company’s stock, valued at approximately $26,326,072.44. This trade represents a 5.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Barnum sold 3,022 shares of JPMorgan Chase & Co. stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total transaction of $935,037.02. Following the completion of the sale, the chief financial officer owned 32,438 shares in the company, valued at $10,036,641.58. The trade was a 8.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 18,876 shares of company stock valued at $5,907,051 over the last 90 days. 0.41% of the stock is owned by corporate insiders.
About JPMorgan Chase & Co. (Free Report)
JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.
The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.
Featured Articles Five stocks we like better than JPMorgan Chase & Co. Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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The U.S. national debt has crossed a line unseen since World War II, and Elon Musk says there is exactly one way out.
Gross federal debt crossed $39 trillion in March 2026, and according to a Brookings Institution chart book by economist Jessica Riedl, federal debt held by the public is on track to surpass its wartime record. That WWII record, 106% of GDP, was set in 1946 as the nation paid off global war costs. Under current policy, Brookings projects debt will reach roughly 137% of GDP within a decade. Peacetime America is about to owe more, relative to the size of its economy, than it did after defeating the Axis powers.
The speed is alarming. Gross debt crossed $38 trillion and then $39 trillion in under five months, an accumulation the Peter G. Peterson Foundation called “staggering,” with few precedents outside wartime.
The Math That Makes Cuts Alone Impossible Interest payments run about $1 trillion a year, already exceeding the entire U.S. military budget, a milestone first hit in 2024 and now structurally permanent. Net interest is projected to become the single largest line item in the federal budget by 2040, larger than defense or any single program.
Markets are pricing the strain in real time. The 10-year Treasury yield sits at 4.57%, near the top of its 12-month range, while the 30-year yield holds above 5%. Every basis point ratchets the interest bill higher.
Spending cuts cannot close the gap alone. According to Brookings, balancing the 2036 budget purely by cutting programs outside Social Security, Medicare, defense, and veterans’ benefits would require slashing them by 117%. Even zeroing those programs entirely would still leave a shortfall. The arithmetic has outrun the tools most politicians reach for.
Enter Elon Musk That impossible math is the backdrop for Musk’s blunt prediction. On the Dwarkesh Patel podcast in February 2026, the Tesla (NASDAQ:TSLA | TSLA Price Prediction) and SpaceX CEO argued that only technology can save the country from insolvency.
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“It’s the only thing that could solve the national debt,” Musk said of AI and robotics. “We are 1000% going to go bankrupt as a country and fail as a country.” “Without AI and robots, nothing else will solve the national debt.”
His reasoning tracks the fiscal picture. “In the absence of AI and robotics, we’re actually totally screwed, because the national debt is piling up like crazy,” Musk said, noting that “the interest payments to national debt exceed the military budget, which is a trillion dollars.” His thesis rests on growth: AI and robotics can scale economic output fast enough to outgrow the debt in a way that tax hikes and spending cuts cannot.
Musk flagged a risk in his own solution. A wave of AI and robotics could be deflationary, making the real burden of existing debt heavier before growth catches up.
Not Everyone Is Convinced Musk’s claim remains a stated view open to debate. JPMorgan (NYSE:JPM) CEO Jamie Dimon has warned of a coming “bond crisis,” a scenario in which markets, not policymakers, force the reckoning. Federal Reserve Chair Jerome Powell has said the debt path “will not end well if we don’t do something fairly soon.” Neither is betting the country can invent its way out.
The data is undisputed: the debt has breached a historic wartime benchmark, the interest bill already tops the Pentagon’s, and cuts alone cannot close the gap. What is in dispute is the fix. Musk offers a technologist’s answer: exponential growth from AI and robots is the only force large enough to matter. His critics counter that hoping for a productivity miracle amounts to a wish, not a plan they can score.
Whether Musk is right may be the most consequential economic question of the decade. The clock and compounding interest are still running.
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Boston Common Asset Management LLC grew its holdings in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 21.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 80,800 shares of the company’s stock after acquiring an additional 14,203 shares during the period. Boston Common Asset Management LLC’s holdings in Procter & Gamble were worth $11,671,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also made changes to their positions in PG. Gradient Investments LLC grew its holdings in Procter & Gamble by 12.8% during the 4th quarter. Gradient Investments LLC now owns 253,089 shares of the company’s stock valued at $36,270,000 after purchasing an additional 28,777 shares in the last quarter. Cibc World Market Inc. increased its stake in Procter & Gamble by 40.6% during the 4th quarter. Cibc World Market Inc. now owns 511,833 shares of the company’s stock worth $73,351,000 after buying an additional 147,701 shares during the period. World Investment Advisors lifted its holdings in Procter & Gamble by 15.9% in the 4th quarter. World Investment Advisors now owns 105,915 shares of the company’s stock worth $15,179,000 after buying an additional 14,492 shares in the last quarter. Resources Management Corp CT ADV boosted its position in Procter & Gamble by 41.8% in the 4th quarter. Resources Management Corp CT ADV now owns 81,511 shares of the company’s stock valued at $11,681,000 after buying an additional 24,010 shares during the last quarter. Finally, Indivisible Partners purchased a new position in Procter & Gamble in the 4th quarter valued at about $2,120,000. Institutional investors and hedge funds own 65.77% of the company’s stock.
Procter & Gamble Price Performance Shares of PG stock opened at $149.84 on Monday. The firm has a fifty day moving average of $146.80 and a two-hundred day moving average of $148.56. The firm has a market cap of $348.92 billion, a P/E ratio of 21.91, a P/E/G ratio of 7.46 and a beta of 0.39. Procter & Gamble Company has a 1-year low of $137.62 and a 1-year high of $167.25. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.73 and a quick ratio of 0.53.
Procter & Gamble (NYSE:PG – Get Free Report) last issued its earnings results on Friday, April 24th. The company reported $1.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.56 by $0.03. Procter & Gamble had a net margin of 19.16% and a return on equity of 32.00%. The business had revenue of $21.23 billion for the quarter, compared to analyst estimates of $21.52 billion. During the same quarter in the prior year, the business posted $1.54 EPS. The company’s revenue for the quarter was up 7.4% on a year-over-year basis. Procter & Gamble has set its FY 2026 guidance at 6.830-7.090 EPS. As a group, research analysts anticipate that Procter & Gamble Company will post 6.88 earnings per share for the current fiscal year.
Procter & Gamble Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 17th. Shareholders of record on Friday, July 24th will be paid a dividend of $1.0885 per share. The ex-dividend date is Friday, July 24th. This represents a $4.35 annualized dividend and a yield of 2.9%. Procter & Gamble’s dividend payout ratio is presently 63.60%.
Wall Street Analyst Weigh In A number of brokerages have recently issued reports on PG. Erste Group Bank lowered Procter & Gamble from a “buy” rating to a “hold” rating in a research report on Tuesday, March 24th. Rothschild & Co Redburn reduced their price target on Procter & Gamble from $157.00 to $155.00 and set a “neutral” rating for the company in a report on Monday, April 27th. Royal Bank Of Canada lowered their price objective on Procter & Gamble from $172.00 to $167.00 and set an “outperform” rating for the company in a research note on Thursday, April 9th. Jefferies Financial Group lifted their price objective on Procter & Gamble from $177.00 to $179.00 and gave the stock a “buy” rating in a report on Friday, June 26th. Finally, Wells Fargo & Company upped their target price on Procter & Gamble from $158.00 to $164.00 and gave the company an “overweight” rating in a research report on Monday, April 27th. Twelve research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $161.42.
Get Our Latest Stock Analysis on Procter & Gamble
More Procter & Gamble News Here are the key news stories impacting Procter & Gamble this week:
Positive Sentiment: Procter & Gamble’s long dividend track record remains a key support for the stock, with the company having raised its payout for 70 consecutive years, reinforcing its status as a dependable income name. Article title Positive Sentiment: JPMorgan kept an overweight rating on PG while only trimming its price target to $162 from $164, signaling continued upside expectations from current levels. Article title Positive Sentiment: Some commentary says PG still screens as undervalued and could benefit from planned cuts to as many as 7,000 non-manufacturing roles, which may improve margins over time. Article title Neutral Sentiment: Erste Group slightly lowered its FY2026 and FY2027 earnings estimates, but the changes were minimal and its full-year FY2026 forecast still matches consensus. Article title Neutral Sentiment: UBS said consumer-staple companies likely had another “tricky” quarter, which suggests a challenging operating backdrop for PG and peers rather than a company-specific setback. Article title Negative Sentiment: The stock is also being pressured by a broader risk-off move and weakness in equities, including a selloff in growth/AI-related names that has pushed some investors back toward defensive stocks like PG. Article title Procter & Gamble Company Profile (Free Report)
Procter & Gamble (NYSE: PG) is a multinational consumer goods company headquartered in Cincinnati, Ohio. Founded in 1837 by William Procter and James Gamble, P&G has grown into one of the world’s largest producers of branded consumer packaged goods. The company focuses on developing, manufacturing and marketing a broad portfolio of household and personal care products sold to consumers and retailers worldwide.
P&G’s product offering spans several core business categories, including Beauty, Grooming, Health Care, Fabric & Home Care, and Baby, Feminine & Family Care.
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California Public Employees Retirement System lowered its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 19.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,994,988 shares of the company’s stock after selling 1,444,253 shares during the period. Johnson & Johnson makes up 0.9% of California Public Employees Retirement System’s portfolio, making the stock its 15th biggest position. California Public Employees Retirement System owned approximately 0.25% of Johnson & Johnson worth $1,465,415,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds have also modified their holdings of the business. Quadrant Private Wealth Management LLC boosted its position in shares of Johnson & Johnson by 0.5% during the first quarter. Quadrant Private Wealth Management LLC now owns 22,377 shares of the company’s stock worth $5,470,000 after buying an additional 109 shares during the period. Ranch Capital Advisors Inc. grew its position in shares of Johnson & Johnson by 3.7% in the 1st quarter. Ranch Capital Advisors Inc. now owns 15,940 shares of the company’s stock valued at $3,896,000 after acquiring an additional 570 shares during the period. Heartland Bank & Trust Co raised its stake in Johnson & Johnson by 70.9% in the first quarter. Heartland Bank & Trust Co now owns 15,382 shares of the company’s stock valued at $3,760,000 after buying an additional 6,381 shares during the period. Zhang Financial LLC lifted its stake in shares of Johnson & Johnson by 35.3% during the 1st quarter. Zhang Financial LLC now owns 18,324 shares of the company’s stock worth $4,479,000 after buying an additional 4,783 shares during the last quarter. Finally, Simon Quick Advisors LLC grew its position in shares of Johnson & Johnson by 1.6% in the first quarter. Simon Quick Advisors LLC now owns 14,067 shares of the company’s stock valued at $3,439,000 after purchasing an additional 219 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling at Johnson & Johnson In other news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the transaction, the executive vice president owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Company insiders own 0.16% of the company’s stock.
Johnson & Johnson Stock Performance NYSE JNJ opened at $252.93 on Monday. The firm’s fifty day moving average price is $239.82 and its two-hundred day moving average price is $234.82. The stock has a market cap of $608.86 billion, a PE ratio of 29.31, a PEG ratio of 2.39 and a beta of 0.24. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a fifty-two week low of $162.78 and a fifty-two week high of $269.43.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The company had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the prior year, the company earned $2.77 EPS. Johnson & Johnson’s revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities analysts expect that Johnson & Johnson will post 11.68 EPS for the current fiscal year.
Johnson & Johnson Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s payout ratio is 62.11%.
Analyst Upgrades and Downgrades A number of equities research analysts have recently weighed in on the company. Daiwa Securities Group lifted their target price on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. JPMorgan Chase & Co. boosted their price objective on shares of Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Scotiabank reaffirmed an “outperform” rating and set a $305.00 target price on shares of Johnson & Johnson in a report on Thursday. Citigroup increased their price target on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Finally, Freedom Capital upgraded Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $265.30.
Read Our Latest Research Report on JNJ
Key Johnson & Johnson News Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why About Johnson & Johnson (Free Report)
Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.
The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.
Read More Five stocks we like better than Johnson & Johnson Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
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Clifford Swan Investment Counsel LLC cut its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 1.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 211,196 shares of the company’s stock after selling 3,553 shares during the period. Johnson & Johnson comprises approximately 1.8% of Clifford Swan Investment Counsel LLC’s holdings, making the stock its 10th largest position. Clifford Swan Investment Counsel LLC’s holdings in Johnson & Johnson were worth $51,625,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently modified their holdings of JNJ. Blueline Advisors LLC purchased a new stake in Johnson & Johnson during the fourth quarter valued at $25,000. Cresta Advisors Ltd. bought a new stake in shares of Johnson & Johnson during the 4th quarter valued at about $26,000. DecisionPoint Financial LLC increased its position in shares of Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after purchasing an additional 75 shares during the last quarter. Family CFO Inc purchased a new stake in shares of Johnson & Johnson during the 4th quarter valued at about $31,000. Finally, Bay Harbor Wealth Management LLC lifted its stake in shares of Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after purchasing an additional 49 shares during the period. 69.55% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades Several analysts recently issued reports on the stock. Bank of America boosted their target price on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research report on Friday, July 10th. Citigroup raised their target price on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. The Goldman Sachs Group restated a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research report on Thursday. Daiwa Securities Group increased their price objective on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. Finally, Weiss Ratings cut shares of Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, June 15th. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $265.30.
View Our Latest Analysis on JNJ
Insider Buying and Selling at Johnson & Johnson In related news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the transaction, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.16% of the company’s stock.
Johnson & Johnson Trading Down 0.0% Shares of JNJ stock opened at $252.93 on Monday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The stock has a market capitalization of $608.86 billion, a price-to-earnings ratio of 29.31, a price-to-earnings-growth ratio of 2.39 and a beta of 0.24. Johnson & Johnson has a 12-month low of $162.78 and a 12-month high of $269.43. The stock’s 50-day moving average price is $239.82 and its 200-day moving average price is $234.82.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The business had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. During the same quarter last year, the business earned $2.77 earnings per share. Johnson & Johnson’s quarterly revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts predict that Johnson & Johnson will post 11.68 EPS for the current fiscal year.
Johnson & Johnson Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio is currently 62.11%.
Key Johnson & Johnson News Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why Johnson & Johnson Company Profile (Free Report)
Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.
The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.
Read More Five stocks we like better than Johnson & Johnson Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks
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Dorsey Wright & Associates boosted its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 48.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 27,443 shares of the company’s stock after purchasing an additional 8,953 shares during the period. Dorsey Wright & Associates’ holdings in Johnson & Johnson were worth $6,708,000 at the end of the most recent quarter.
A number of other hedge funds have also added to or reduced their stakes in the stock. Auto Owners Insurance Co boosted its stake in shares of Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after buying an additional 69,108,368 shares during the last quarter. Norges Bank purchased a new stake in Johnson & Johnson during the fourth quarter valued at $6,924,523,000. Capital World Investors bought a new position in Johnson & Johnson in the fourth quarter valued at about $2,005,942,000. Diamant Asset Management Inc. boosted its position in Johnson & Johnson by 24,436.5% in the first quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after purchasing an additional 4,454,778 shares during the last quarter. Finally, Vanguard Group Inc. grew its stake in shares of Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares during the period. 69.55% of the stock is currently owned by hedge funds and other institutional investors.
Johnson & Johnson News Summary Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why Wall Street Analyst Weigh In Several equities research analysts have recently commented on JNJ shares. Guggenheim reaffirmed a “buy” rating and set a $270.00 price target on shares of Johnson & Johnson in a research report on Friday. The Goldman Sachs Group restated a “buy” rating and set a $282.00 target price on shares of Johnson & Johnson in a research report on Thursday. Barclays upped their target price on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Sanford C. Bernstein increased their price target on shares of Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a research report on Wednesday, April 15th. Finally, Stifel Nicolaus set a $260.00 price target on shares of Johnson & Johnson in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus price target of $265.30.
Check Out Our Latest Analysis on Johnson & Johnson
Insider Buying and Selling In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.16% of the stock is currently owned by corporate insiders.
Johnson & Johnson Price Performance Shares of NYSE:JNJ opened at $252.93 on Monday. The company has a market capitalization of $608.86 billion, a P/E ratio of 29.31, a P/E/G ratio of 2.39 and a beta of 0.24. Johnson & Johnson has a 1-year low of $162.78 and a 1-year high of $269.43. The firm’s 50 day simple moving average is $239.82 and its two-hundred day simple moving average is $234.82. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The company’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same period in the prior year, the company posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Research analysts expect that Johnson & Johnson will post 11.68 EPS for the current fiscal year.
Johnson & Johnson Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is presently 62.11%.
Johnson & Johnson Company Profile (Free Report)
Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.
The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.
Further Reading Five stocks we like better than Johnson & Johnson Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
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Bartlett & CO. Wealth Management LLC lessened its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 4.6% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 231,580 shares of the company’s stock after selling 11,088 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in Johnson & Johnson were worth $51,920,000 at the end of the most recent reporting period.
Several other institutional investors have also added to or reduced their stakes in JNJ. Blueline Advisors LLC bought a new position in Johnson & Johnson during the 4th quarter worth about $25,000. Cresta Advisors Ltd. acquired a new position in shares of Johnson & Johnson during the fourth quarter worth about $26,000. DecisionPoint Financial LLC grew its holdings in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares in the last quarter. Family CFO Inc acquired a new stake in Johnson & Johnson in the 4th quarter valued at approximately $31,000. Finally, Bay Harbor Wealth Management LLC lifted its stake in Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after acquiring an additional 49 shares in the last quarter. 69.55% of the stock is owned by institutional investors.
Insider Buying and Selling In other news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the transaction, the executive vice president owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.16% of the stock is currently owned by corporate insiders.
Johnson & Johnson Stock Down 0.0% NYSE:JNJ opened at $252.93 on Monday. The firm has a market capitalization of $608.86 billion, a price-to-earnings ratio of 29.31, a price-to-earnings-growth ratio of 2.39 and a beta of 0.24. Johnson & Johnson has a twelve month low of $162.78 and a twelve month high of $269.43. The stock’s 50 day moving average price is $239.82 and its two-hundred day moving average price is $234.82. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The company had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the prior year, the business posted $2.77 EPS. The business’s revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts expect that Johnson & Johnson will post 11.68 earnings per share for the current fiscal year.
Johnson & Johnson Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.
Wall Street Analyst Weigh In JNJ has been the subject of several research reports. JPMorgan Chase & Co. raised their price target on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Wells Fargo & Company boosted their price objective on shares of Johnson & Johnson from $263.00 to $272.00 and gave the stock an “overweight” rating in a research report on Thursday. Royal Bank Of Canada increased their target price on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. Wall Street Zen raised shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, Citigroup lifted their price target on shares of Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus target price of $265.30.
Get Our Latest Stock Report on JNJ
Key Headlines Impacting Johnson & Johnson Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why Johnson & Johnson Profile (Free Report)
Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.
The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.
Recommended Stories Five stocks we like better than Johnson & Johnson Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks
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Designed with busy families in mind, the 60-item assortment of style-forward apparel, accessories, mealtime essentials and keepsakes is the retailer's largest Baby collaboration to date
, /PRNewswire/ -- Target Corporation (NYSE: TGT) knows that busy families are craving special items at affordable prices to mark important milestones. With that in mind, the retailer today announced the launch of Picolette, an exclusive baby collection created by entrepreneur, model and new mom Olivia Culpo. The Target-exclusive 60-item collection of baby apparel, accessories, mealtime essentials, keepsakes and gifts combines elevated design, thoughtful functionality and affordable prices. Picolette launches July 26 in approximately 1,400 stores across the country and on Target.com, with additional limited-time drops debuting throughout the next year, reflecting special family moments and seasonal occasions.
Target Introduces Exclusive Baby Collection Picolette by Olivia Culpo, Offering Elevated Essentials and Gifts at Affordable Prices
Target Introduces Exclusive Baby Collection Picolette by Olivia Culpo, Offering Elevated Essentials and Gifts at Affordable Prices Inspired by Culpo's first year of motherhood and named after her daughter Colette, Picolette brings together soft, nostalgic details and practical solutions to meet the needs of busy families. Developed with her licensing partner Bloomin' Baby, the children's division of G Mason Group, the collection brings Culpo's vision to life through beautifully designed products that feel both personal and practical, including:
Elevated apparel and accessories: The collection features timeless silhouettes; soft, comfortable fabrics; patterns including toile and gingham; and beautifully considered details for boys and girls. Highlights include a floral heirloom-quality bubble romper, a football print boys' overall set and sweater, plus coordinating, giftable loveys, plush animals, books and more. First birthday milestone collection: Celebrate baby's first birthday with a girls' tutu, bodysuit and "one" sweater; a boys' "one" overall set and sweater; a birthday crown with removable 1, 2 and 3 numerals to use through the first three birthdays; fabric highchair banners, birthday keepsake books and more. Functional design at affordable prices: The collection is thoughtfully designed, inspired by Culpo's real-life parenting experiences, with features like: simplified fasteners for easy dressing and diaper changes silent closures that won't startle or wake baby feeding products including long-sleeve bibs and silicone sippy cups diaper bag complete with an attached fold-out changing pad and removable strap prices start at $4.99, with most of the collection $18 and under "We know that parents are looking for trusted solutions that combine style, quality, functionality and value. As we continue strengthening our position as a leading destination for Baby, we're focused on bringing families the products, brands and experiences they need most at every stage of their journey," said Amanda Nusz, senior vice president, merchandising, Target. "Picolette is a beautiful example of how we're combining elevated design, meaningful storytelling and real-life solutions in one affordable assortment to make it easy for families to celebrate some of life's early milestones."
"When designing Picolette, I knew I wanted to celebrate the little moments you'll never forget with your children," said Olivia Culpo, founder of Picolette. "My first year of motherhood completely changed the way I looked at baby products. Every little outfit becomes part of a memory: coming home from the hospital, first photos, birthdays, everyday moments you'll always remember. I wanted to create pieces that felt beautiful and timeless, but also practical enough to be lived in every day. My hope is that years from now, families will pull these tiny outfits back out of a keepsake box and instantly be transported back to that season of life. Partnering with Target allows us to bring that vision to more families in a way that feels incredibly meaningful."
More newness in Baby
Picolette is the latest example of Target's merchandising authority in Baby. In addition to the introduction of Picolette, Target is making significant investments to better serve new and expecting parents with nearly 2,000 new baby items, more premium brands and inspiring in-store experiences through Baby Boutiques and personalized Baby Concierge services. These investments are complemented by new gifting destinations, industry-leading registry benefits, sustainable programs like Car Seat Trade-In and added convenience through Target Circle 360, including same-day delivery and extended returns.
About Target
Target Corporation (NYSE: TGT) brings together style, design and value to offer a distinct assortment and elevated shopping experience across more than 2,000 U.S. stores and online. Powered by more than 400,000 team members, Target serves millions of families each week and invests in the communities where they live and work to support growth and opportunity for all.
About Picolette
Picolette by Olivia Culpo is a thoughtfully designed baby lifestyle brand inspired by the fleeting beauty of baby's earliest days. The collection features timeless apparel, accessories, keepsakes, and everyday essentials that blend beautiful design with practical functionality. Created to be worn, loved, and one day tucked away in a keepsake box, every piece is designed to become part of a family's story. The product line is being developed and manufactured in partnership with Bloomin' Baby, a leading children's apparel company with decades of industry experience and a diverse portfolio of licensed brands.
Following 2 years of detailed target development, the El Segundo area is primed for Phase 1 drilling in 2026
El Segundo is underpinned by robust Carlin-suite surface geochemistry, strong sub-surface alteration zones identified via geophysical surveys, and favourable surface alteration and structural settings recognized through mapping
The El Segundo area has seen no historical drilling and will be tested with both RC and core across 8 planned sites totaling approximately 6,000 metres
Vancouver, British Columbia, July 20, 2026 – TheNewswire - Westward Gold Inc. (CSE: WG, OTCQB: WGLIF, FSE: IM50) (“Westward” or the “Company”) is pleased to provide additional details surrounding its planned Phase I drilling campaign at the El Segundo Target (“El Segundo”), one of three target areas slated for testing with reverse circulation (“RC”) and core drilling in 2026 at the Company’s Toiyabe Hills Property in Lander County, NV (“Toiyabe Hills”, or the “Property”). This target has been developed over several field seasons through the application of Westward’s systematic, multi-disciplinary approach to greenfield gold exploration, and is now primed for its initial drill test. El Segundo is located approximately 4 km south-southeast of the SSD Target (“SSD”) and 3 km south of the Campfire Target; it sits in the footwall of the district-scale north-striking Hilltop Structural Corridor, and favourable lower-plate carbonate host rocks of the Wenban Formation are exposed at surface across most of the target area. Multiple robust datasets support this year’s decision to allocate a portion of the Company’s drilling budget to further advance and define El Segundo, including the following (see Figures 1 through 3 for visual representations of the various datasets):
Surface Geochemistry: A large plume of elevated Carlin-suite elements (notably arsenic) lies over and outboard of the target area – as indicated by a gridded soil survey – coincident with anomalous gold in rock-chip samples (up to 1.6 g Au/t) and the strongest antimony on the Property in rock-chip samples (up to 589 ppm Sb).
Geophysical Surveys: Robust geophysical datasets have been acquired through a gravity survey (2024), an airborne magnetic survey (2025), and a controlled-source audio-frequency magnetotelluric (“CSAMT”) survey (2026) – and point to gravity-interpreted alteration (decalcification) in lower-plate carbonate rocks, and strong silicification (and argillic alteration) interpreted from CSAMT data.
Anaconda-Style Mapping: 1:5000-scale mapping has identified surface alteration (both decalcification and silicification), northeast-striking dike-filled fault corridors, and syncline-anticline pairs indicative of compression – a favourable structural setting for Carlin-style gold exploration.
Robert Edie, Vice President of Exploration, noted: “As we’ve continued to expand our land position and associated Property-wide baseline exploration datasets, we fully anticipated that new targets would emerge along the footwall of the district-scale Hilltop Corridor, with Westward now controlling 13 km of its strike length. This setting is reminiscent of other major Nevada gold camps – notably the north area of the Carlin Trend where the Post-Gen Fault is a major control on mineralization at multiple gold mines. Phase I drilling at El Segundo will be the next step in the advancement of this target area following 2 years of data acquisition and interpretation by our team. One of the advantages of drilling in this area is that most of the drill holes will collar in lower-plate carbonate rocks, allowing for a more efficient test of regional host strata. We will also have the opportunity to drill the first-ever hole through and across the Hilltop Corridor – and we’re all very excited to get a better look at this major structural feature.”
Figure 1: El Segundo Target Plan View – Geochemistry, Interpreted Structures, Residual Gravity
Click Image To View Full Size
Drilling Plan
Eight drill pads have been permitted, and construction on the last remaining eastern pads at El Segundo is nearing completion (see Figure 2 below). This target will be tested with a combination of RC and core holes for a total of approximately 6,000 metres, the latter being used primarily to cross-cut major structural zones and obtain the best possible geology.
Drill hole depths have been designed with the goal of testing significant vertical extents of both the Wenban Formation and underlying Roberts Mountains Formation, the two most important host strata in the Cortez District. Real-time analysis of RC chips and drill core at site will determine the ultimate total depth of each hole. Both classic Carlin-style laterally-disseminated gold (along favourable sub-units of the Wenban Formation, for example), and higher-grade gold within dike margins and fault corridors are being targeted in this campaign. Drill hole azimuths and dips have also been modified as necessary to better intersect sub-surface zones of silica alteration (argillic alteration and jasperoids as interpreted by the recently-completed CSAMT survey), and potential zones of decalcification as interpreted by residual gravity anomalies.
Figure 2: El Segundo Target – Planned Drill Pads & Hole Traces (over Residual Gravity & Gold-in-Rocks)
Click Image To View Full Size
Figure 3: El Segundo Conceptual Cross-Section w/ Associated Datasets
Click Image To View Full Size
Note: Drill holes plotted on the east-west cross-section above have up to ~1 km in north-south displacement (refer to Figure 2) and are shown on the same profile for illustrative purposes.
2026 CSAMT Survey
In May of 2026, the Company contracted Zonge Geosciences, Inc. of Reno, NV to conduct a 10 line-kilometre CSAMT survey across 2 east-west lines spaced 500 metres apart. Following data acquisition, results were interpreted by Mr. Jim Wright of J.L. Wright Geophysics in Spring Creek, NV – a renowned geophysicist with over 40 years of expertise within the Carlin and Cortez Districts of northern Nevada – in coordination with Westward’s team of technical experts. The primary objective of the program was to more accurately delineate structures, lithologies, and alteration related to potential mineralization at El Segundo, in order to refine discrete drill targets within the broad alteration cell of distinctive Carlin-type geochemistry.
The survey was successful in focusing Phase I drilling by resolving zones of alteration and new structural targets. High-angle structures and lithological contacts were identified with greater accuracy, along with multiple zones of alteration (see Figures 4 and 5 below). These zones are interpreted as areas of silica alteration – potentially argillic alteration and / or jasperoid – and characterized by either high resistivity (shown in hatched red in the figures below) or extremely high resistivity (greater than 1,000 ohm-m, shown in solid red). Jasperoids and silicification have been identified in surface mapping across some of the target area, however drilling and additional ground-truthing will provide greater detail regarding the specific nature of these alteration zones. Where possible, drill holes will be positioned to more effectively test these alteration zones, along with previously-identified alteration in lower-plate carbonate rocks per the 2024 gravity survey. Of particular interest is a zone of vertically-extensive alteration – identified in the northern CSAMT line – bounded by major offsetting structures (potentially an altered carbonate horst); this target will be tested from site ES26-A (see Figure 5 below). Site locations shown in Figure 5 are plotted on the CSAMT line to which they are most proximal.
In addition to the CSAMT-mapped alteration zones, several other previously-understood features are being targeted. These include: i) structural zones / dike-filled faults; ii) gravity-interpreted alteration zones; and iii) geochemical anomalies – specifically near large surface plumes of elevated antimony and arsenic (key Carlin pathfinder elements). Drill holes are planned with easterly or westerly dips, with the exception of ES26-B (dipping due north) and ES26-D (dipping to the southwest). Those two holes were specifically designed to test gravity anomalies and interpreted alteration (decalcification) in lower-plate carbonate rocks. Final hole depths will be determined based on real-time feedback in the field, and depths shown in the figures herein are illustrative.
Drilling: Core drilling continues while the Company awaits delivery of a second rig (RC), expected in a matter of weeks per the latest contractor estimate. The core rig was recently relocated to El Segundo from SSD following the completion of holes T2601 and T2602, two shallower tests designed to fill in gaps in the 3D model, improve vectoring tools (association between structure type and potential mineralization in the target area), and acclimate the crew and rig before advancing to more challenging – and deeper – holes. ES2601 (collared on pad ES26-B) is currently drilling at a depth of 145 metres, targeting a gravity-interpreted zone of alteration in lower-plate carbonate rocks. It is designed to reach a final depth of 600+ metres, pending ongoing core analysis.
Trenching: All 3 trenches at SSD have now been mapped, with assays for trenches 1 and 3 pending from the lab and sample collection from trench 2 nearing completion. Significant learnings from the mapping and assays (structure attributes) will influence final hole design from certain pads at SSD.
Mapping: 1:5000-scale Anaconda-style mapping across the Property is ongoing, with ~15 square kilometres completed to date – already qualifying as the most extensive annual campaign in the Company’s history.
Surface Geochemistry: Collection and analysis of surface samples will continue throughout the field season, currently 476 of 744 soil samples have been collected within the three designed grids, and collection of up to 1,000 rock-chips samples (including from road / pad cuts) remains ongoing with over 100 submitted for assays to date.
Geophysical Surveys: The last remaining geophysical survey (step-out gravity over the recent northern land acquisition) is due to be completed this month.
Digital Marketing Services Agreements
The Company has engaged Emerging Markets Consulting, LLC ("EMC") to provide investor relations services (the "Services") for a period of 90 days, and Westward has paid EMC a fee of US$150,000 for this engagement period. The Services include increasing awareness of the Company's activities through EMC’s social media channels and facilitating outreach and engagement with the financial community, current shareholders, prospective investors and other key stakeholders. The material disseminated will be generated using publicly-available information. EMC and its affiliates currently hold no shares in Westward Gold Inc. EMC may, however, purchase or sell Company securities in the open market or through other means based on market conditions and other factors. EMC is at arm's length to Westward, has no other relationship with the Company and neither EMC nor its principal, James Painter, has any interest, directly or indirectly, in the Company or its securities, or any right or intent to acquire such an interest, other than as disclosed herein. EMC is located at 390 North Orange Ave. Suite 2300, Orlando, FL 32801 and can be contacted at (407) 340-0226 or at [email protected].
Additionally, the Company has engaged Hillside Consulting and Media Inc. (“Hillside”), a British-Columbia-based firm, to assist in ongoing marketing and investor relations efforts, for a period of one week. Westward has paid Hillside a fee of C$45,000 plus applicable taxes for this engagement period. Hillside will provide digital marketing services, including SEO (search engine optimization), e-mail and social media outreach, and content creation including video, in order to increase corporate awareness. The media disseminated will be generated using publicly-available information. Hillside and its affiliates currently hold no shares in Westward Gold Inc. Hillside may, however, purchase or sell Company securities in the open market or through other means based on market conditions and other factors. Hillside is at arm's length to Westward, has no other relationship with the Company and neither Hillside nor its CEO, Stephen Giberson, has any interest, directly or indirectly, in the Company or its securities, or any right or intent to acquire such an interest, other than as disclosed herein. Hillside is located at 474 Main St., Penticton, BC V2A 5C5 and can be contacted at (250) 485-3615 or at [email protected].
Qualified Person
The technical information contained in this news release was reviewed and approved by Robert Edie, Vice President Exploration of the Company, who is a Qualified Person under National Instrument 43-101 – Standards of Disclosure for Mineral Projects. Mr. Edie is a Certified Professional Geologist (CPG) through the American Institute of Professional Geologists (AIPG).
About Westward Gold
Westward Gold is a mineral exploration company focused on developing the Toiyabe Hills Project located in the Cortez Trend area of Lander County, Nevada, and the Coyote and Rossi Projects located along the Carlin Trend in Elko County, Nevada. From time to time, the Company may also evaluate the acquisition of other mineral exploration assets and opportunities.
For further information contact:
Andrew Nelson
Chief Financial Officer
Westward Gold Inc.
+1 (604) 828-7027
The Canadian Securities Exchange has neither approved nor disapproved the contents of this news release. The Canadian Securities Exchange does not accept responsibility for the adequacy or accuracy of this news release.
This news release contains or incorporates by reference “forward-looking statements” and “forward-looking information” as defined under applicable Canadian securities legislation. All statements, other than statements of historical fact, which address events, results, outcomes, or developments that the Company expects to occur are, or may be deemed, to be, forward-looking statements. Forward-looking statements are generally, but not always, identified by the use of forward-looking terminology such as "expect", "believe", "anticipate", "intend", "estimate”, “potential”, “on track”, “forecast", "budget", “target”, “outlook”, “continue”, “plan” or variations of such words and phrases and similar expressions or statements that certain actions, events or results “may”, “could”, “would”, “might” or “will” be taken, occur or be achieved or the negative connotation of such terms.
Such statements include, but may not be limited to, information as to strategy, plans or future financial or operating performance, such as the Company’s expansion plans, project timelines, expected drilling targets, and other statements that express management’s expectations or estimates of future plans and performance.
Forward-looking statements or information are subject to a variety of known and unknown risks, uncertainties and other factors that could cause actual events or results to differ from those reflected in the forward-looking statements or information, including, without limitation, the need for additional capital by the Company through financings, and the risk that such funds may not be raised; the speculative nature of exploration and the stages of the Company’s properties; the effect of changes in commodity prices; regulatory risks that development of the Company’s material properties will not be acceptable for social, environmental or other reasons, availability of equipment (including drills) and personnel to carry out work programs, that each stage of work will be completed within expected time frames, that current geological models and interpretations prove correct, the results of ongoing work programs may lead to a change of exploration priorities, and the efforts and abilities of the senior management team. This list is not exhaustive of the factors that may affect any of the Company’s forward-looking statements or information. These and other factors may cause the Company to change its exploration and work programs, not proceed with work programs, or change the timing or order of planned work programs. Additional risk factors and details with respect to risk factors that may affect the Company’s ability to achieve the expectations set forth in the forward-looking statements contained in this news release are set out in the Company’s latest management discussion and analysis under “Risks and Uncertainties”, which is available under the Company’s SEDAR+ profile at www.sedarplus.ca. Although the Company has attempted to identify important factors that could cause actual results to differ materially, there may be other factors that cause results not to be as anticipated, estimated, described or intended. Accordingly, readers should not place undue reliance on forward-looking statements or information. The Company’s forward-looking statements and information are based on the assumptions, beliefs, expectations, and opinions of management as of the date of this press release, and other than as required by applicable securities laws, the Company does not assume any obligation to update forward-looking statements and information if circumstances or management’s assumptions, beliefs, expectations or opinions should change, or changes in any other events affecting such statements or information.
Dimensional Fund Advisors LP lifted its holdings in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 0.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,225,518 shares of the auto manufacturer’s stock after buying an additional 77,100 shares during the period. Dimensional Fund Advisors LP owned approximately 1.58% of General Motors worth $1,059,668,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently made changes to their positions in GM. Laurel Wealth Advisors LLC bought a new position in General Motors in the 4th quarter worth $25,000. Evergreen Advisors LLC purchased a new position in General Motors during the first quarter valued at approximately $26,000. Elevation Wealth Partners LLC boosted its position in shares of General Motors by 500.0% in the fourth quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock worth $27,000 after purchasing an additional 275 shares during the period. SouthState Bank Corp increased its stake in shares of General Motors by 101.7% in the fourth quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock worth $29,000 after purchasing an additional 177 shares in the last quarter. Finally, Kelleher Financial Advisors purchased a new stake in shares of General Motors in the third quarter worth $29,000. Hedge funds and other institutional investors own 92.67% of the company’s stock.
Analysts Set New Price Targets Several equities analysts have recently commented on the stock. Evercore reissued an “outperform” rating and issued a $100.00 target price on shares of General Motors in a report on Monday, May 4th. TD Cowen increased their price objective on shares of General Motors from $122.00 to $126.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Piper Sandler reissued an “overweight” rating and issued a $102.00 target price on shares of General Motors in a report on Wednesday, April 29th. Wolfe Research raised shares of General Motors from a “peer perform” rating to an “outperform” rating and set a $96.00 price target on the stock in a research note on Wednesday, March 25th. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of General Motors from a “hold” rating to a “buy” rating and increased their price objective for the company from $83.00 to $90.00 in a research report on Tuesday, April 14th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $97.27.
Get Our Latest Report on General Motors
General Motors Stock Up 0.0% NYSE GM opened at $76.08 on Monday. General Motors Company has a 52 week low of $48.87 and a 52 week high of $87.62. The firm has a market capitalization of $68.60 billion, a price-to-earnings ratio of 30.68, a PEG ratio of 0.38 and a beta of 1.31. The company has a quick ratio of 0.99, a current ratio of 1.15 and a debt-to-equity ratio of 1.41. The company has a fifty day moving average of $78.83 and a two-hundred day moving average of $78.89.
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last released its earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.61 by $1.09. The firm had revenue of $43.62 billion during the quarter, compared to analyst estimates of $43.51 billion. General Motors had a net margin of 1.38% and a return on equity of 16.68%. The business’s revenue was down .9% on a year-over-year basis. During the same quarter last year, the business earned $2.78 EPS. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. On average, analysts predict that General Motors Company will post 12.88 earnings per share for the current year.
General Motors Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Friday, June 5th were given a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Friday, June 5th. General Motors’s payout ratio is 29.03%.
Insider Transactions at General Motors In other news, CAO Christopher Hatto sold 6,895 shares of the stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $85.00, for a total value of $586,075.00. Following the sale, the chief accounting officer directly owned 25,794 shares in the company, valued at approximately $2,192,490. This represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 9,124 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $84.97, for a total value of $775,266.28. Following the transaction, the executive vice president owned 37,395 shares of the company’s stock, valued at approximately $3,177,453.15. The trade was a 19.61% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 697,388 shares of company stock worth $57,752,596. 0.54% of the stock is currently owned by company insiders.
Trending Headlines about General Motors Here are the key news stories impacting General Motors this week:
Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS estimates for GM, signaling improving profit expectations ahead of earnings. Positive Sentiment: Multiple earnings-preview articles say GM has a strong chance to beat estimates again, helped by its recent track record of earnings surprises and favorable setup for the quarter. Positive Sentiment: GM may benefit from China restructuring efforts and growing digital revenue, which could help support margins and earnings growth. Neutral Sentiment: Market commentary and options-market coverage suggest traders are positioning for a potential move in GM, but no clear direction was confirmed. Negative Sentiment: Investor concern remains around GM’s China exposure, which continues to be described as a key problem for the stock. Negative Sentiment: Broader EV-sector headlines show a tough environment for automakers, with valuation pressure and industry uncertainty still hanging over the space. About General Motors (Free Report)
General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.
GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.
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General Motors Company (NYSE:GM) will release its second quarter earnings report before the opening bell on Tuesday, July 21.
Analysts expect the Detroit, Michigan-based company to report quarterly earnings of $3.18 per share, up from $2.53 per share in the year-ago period. The consensus estimate for GM’s quarterly revenue is $47.10 billion. It reported $47.12 billion last year, according to Benzinga Pro.
On July 1, General Motors said it sales reached 714,896 vehicles in the second quarter.
General Motors shares fell 2.1% to close at $76.07 on Friday.
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