Track market-moving stories before they get noisy

Posted by Defense World Staff on Jul 19th, 2026

Bank of New York Mellon Corp grew its holdings in Texas Pacific Land Corporation (NYSE:TPL – Free Report) by 1.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 357,379 shares of the financial services provider’s stock after acquiring an additional 4,570 shares during the period. Bank of New York Mellon Corp owned about 0.52% of Texas Pacific Land worth $169,598,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in TPL. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in Texas Pacific Land by 39.1% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 1,940 shares of the financial services provider’s stock valued at $2,570,000 after purchasing an additional 545 shares during the period. NewEdge Advisors LLC boosted its position in shares of Texas Pacific Land by 74.1% in the first quarter. NewEdge Advisors LLC now owns 914 shares of the financial services provider’s stock worth $1,211,000 after buying an additional 389 shares during the period. Woodline Partners LP boosted its position in shares of Texas Pacific Land by 40.8% in the first quarter. Woodline Partners LP now owns 1,592 shares of the financial services provider’s stock worth $2,109,000 after buying an additional 461 shares during the period. EverSource Wealth Advisors LLC grew its stake in shares of Texas Pacific Land by 21.4% in the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the financial services provider’s stock valued at $72,000 after buying an additional 12 shares in the last quarter. Finally, Marshall Wace LLP raised its holdings in shares of Texas Pacific Land by 2,177.5% during the 2nd quarter. Marshall Wace LLP now owns 4,555 shares of the financial services provider’s stock valued at $4,812,000 after buying an additional 4,355 shares during the period. Institutional investors and hedge funds own 59.94% of the company’s stock.

Analyst Ratings Changes Several analysts have issued reports on TPL shares. Weiss Ratings raised shares of Texas Pacific Land from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, May 1st. Zacks Research cut shares of Texas Pacific Land from a “hold” rating to a “strong sell” rating in a research report on Tuesday, June 30th. One analyst has rated the stock with a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Reduce” and an average target price of $639.00.

Check Out Our Latest Analysis on TPL

Insider Buying and Selling at Texas Pacific Land In other Texas Pacific Land news, CFO Chris Steddum sold 3,170 shares of Texas Pacific Land stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $400.25, for a total value of $1,268,792.50. Following the transaction, the chief financial officer owned 12,870 shares in the company, valued at approximately $5,151,217.50. The trade was a 19.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 6.90% of the company’s stock.

Texas Pacific Land Stock Performance Shares of TPL stock opened at $415.88 on Friday. The company’s 50-day simple moving average is $392.52 and its 200-day simple moving average is $412.05. Texas Pacific Land Corporation has a one year low of $269.23 and a one year high of $547.20. The stock has a market capitalization of $28.68 billion, a price-to-earnings ratio of 56.97 and a beta of 0.58.

Texas Pacific Land (NYSE:TPL – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The financial services provider reported $2.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.03 by $0.04. Texas Pacific Land had a net margin of 60.03% and a return on equity of 35.52%. The company had revenue of $236.80 million for the quarter, compared to the consensus estimate of $233.00 million. As a group, research analysts forecast that Texas Pacific Land Corporation will post 8.88 EPS for the current year.

Texas Pacific Land Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Monday, June 1st were issued a $0.60 dividend. The ex-dividend date was Monday, June 1st. This represents a $2.40 annualized dividend and a dividend yield of 0.6%. Texas Pacific Land’s dividend payout ratio is 32.88%.

Texas Pacific Land Company Profile (Free Report)

Texas Pacific Land Corporation (NYSE: TPL) is a Texas-based land management company that derives revenue from the ownership and stewardship of large tracts of land and associated mineral rights in West Texas. The company’s origins trace to 19th century land grants associated with the Texas and Pacific Railway; over time those grant holdings have been retained and managed as a standalone corporate asset base. Texas Pacific Land is publicly listed and operates as a landowner and resource manager rather than as a traditional oil and gas producer.

The company’s primary activities include management of surface rights and leasing of land for energy and other commercial uses, administration of mineral royalty interests, and provision of water and related services to industrial customers.

Featured Articles Five stocks we like better than Texas Pacific Land Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Want to see what other hedge funds are holding TPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Texas Pacific Land Corporation (NYSE:TPL – Free Report).

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Posted by Defense World Staff on Jul 19th, 2026

Catalyst Capital Advisors LLC cut its holdings in shares of Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) by 85.7% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,808 shares of the company’s stock after selling 34,890 shares during the period. Catalyst Capital Advisors LLC’s holdings in Robinhood Markets were worth $402,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Truist Financial Corp raised its holdings in Robinhood Markets by 88.9% in the fourth quarter. Truist Financial Corp now owns 145,489 shares of the company’s stock valued at $16,455,000 after acquiring an additional 68,458 shares in the last quarter. PNC Financial Services Group Inc. grew its holdings in Robinhood Markets by 86.2% during the 4th quarter. PNC Financial Services Group Inc. now owns 100,849 shares of the company’s stock worth $11,406,000 after acquiring an additional 46,688 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in Robinhood Markets by 26.3% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 365,551 shares of the company’s stock worth $44,477,000 after acquiring an additional 76,075 shares in the last quarter. Nomura Asset Management Co. Ltd. increased its position in shares of Robinhood Markets by 196.3% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 722,857 shares of the company’s stock worth $81,755,000 after purchasing an additional 478,919 shares during the last quarter. Finally, Nordea Investment Management AB increased its position in shares of Robinhood Markets by 5.2% in the 4th quarter. Nordea Investment Management AB now owns 712,721 shares of the company’s stock worth $81,585,000 after purchasing an additional 35,471 shares during the last quarter. 93.27% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In Several brokerages have recently commented on HOOD. KeyCorp reaffirmed an “overweight” rating and set a $100.00 price target on shares of Robinhood Markets in a research report on Monday, June 1st. Argus lifted their price target on Robinhood Markets from $90.00 to $110.00 and gave the stock a “buy” rating in a research note on Wednesday, June 17th. Barclays boosted their price objective on Robinhood Markets from $82.00 to $122.00 and gave the company an “overweight” rating in a report on Thursday, July 9th. Truist Financial cut their price objective on Robinhood Markets from $120.00 to $100.00 and set a “buy” rating on the stock in a research note on Monday, April 13th. Finally, Citigroup reaffirmed a “market outperform” rating on shares of Robinhood Markets in a report on Thursday, May 28th. Twenty-one research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $118.70.

View Our Latest Report on Robinhood Markets

Robinhood Markets News Summary Here are the key news stories impacting Robinhood Markets this week:

Positive Sentiment: Goldman Sachs raised its price target on Robinhood to $137 from $121 and reiterated a Buy rating ahead of earnings, signaling confidence in the company’s growth potential and implying meaningful upside from current levels. Goldman Sachs raises price target on Robinhood ahead of earnings Neutral Sentiment: Robinhood is drawing heavy investor attention online, with Zacks noting that the stock has become a trending name; this reflects interest rather than a direct fundamental catalyst. Robinhood Markets, Inc. (HOOD) Is a Trending Stock: Facts to Know Before Betting on It Neutral Sentiment: Robinhood recently benefited from a broad market upswing and has continued to trade well above its 50-day and 200-day moving averages, but that momentum has been offset by a more volatile tape in recent sessions. Robinhood Markets, Inc. (HOOD) Beats Stock Market Upswing: What Investors Need to Know Negative Sentiment: Brokerage stocks, including Robinhood, were hit by a Nasdaq-100 selloff and a decline in crypto prices, both of which can reduce trading activity and weigh on revenue expectations. Robinhood Drops 4%, Webull Tumbles 6% as NASDAQ 100 Selloff and Crypto Dip Hit Retail-Brokerage Stocks Negative Sentiment: Reports that Robinhood is selling $400 million of credit-card asset-backed bonds added to investor caution, likely feeding concerns about financing activity and broader market stress. Why Is Robinhood Stock Falling on Friday? Insiders Place Their Bets In related news, CEO Vladimir Tenev sold 375,000 shares of the company’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $116.17, for a total transaction of $43,563,750.00. Following the completion of the transaction, the chief executive officer directly owned 375,000 shares in the company, valued at $43,563,750. This represents a 50.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Oluwadara Johnson Treseder sold 3,750 shares of the stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $117.50, for a total value of $440,625.00. Following the completion of the sale, the director directly owned 72,442 shares in the company, valued at $8,511,935. This represents a 4.92% 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. In the last quarter, insiders have purchased 680,000 shares of company stock worth $55,306,560 and have sold 587,875 shares worth $62,602,915. Company insiders own 13.48% of the company’s stock.

Robinhood Markets Stock Down 5.7% HOOD opened at $99.96 on Friday. The company’s 50-day moving average price is $94.26 and its 200 day moving average price is $89.09. Robinhood Markets, Inc. has a fifty-two week low of $63.51 and a fifty-two week high of $153.86. The firm has a market cap of $90.01 billion, a price-to-earnings ratio of 48.29, a price-to-earnings-growth ratio of 2.11 and a beta of 2.33.

Robinhood Markets (NASDAQ:HOOD – Get Free Report) last issued its earnings results on Tuesday, April 28th. The company reported $0.38 EPS for the quarter, missing analysts’ consensus estimates of $0.39 by ($0.01). The company had revenue of $1.07 billion during the quarter, compared to analyst estimates of $1.14 billion. Robinhood Markets had a net margin of 41.12% and a return on equity of 21.39%. The business’s revenue was up 15.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.37 earnings per share. Research analysts anticipate that Robinhood Markets, Inc. will post 1.86 earnings per share for the current year.

Robinhood Markets Company Profile (Free Report)

Robinhood Markets, Inc (NASDAQ: HOOD) is a U.S.-based financial services company best known for its mobile-first brokerage platform that aims to “democratize finance for all.” Founded in 2013 by Vladimir Tenev and Baiju Bhatt and headquartered in Menlo Park, California, the company built early traction by offering commission-free trading and a simplified user experience that attracted a large base of retail investors.

Robinhood’s core products and services include a mobile app and web platform for trading U.S.

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Posted by Defense World Staff on Jul 19th, 2026

DENTSPLY SIRONA Inc. (NASDAQ:XRAY – Get Free Report) has been given a consensus rating of “Hold” by the fifteen ratings firms that are currently covering the company, MarketBeat Ratings reports. Three investment analysts have rated the stock with a sell recommendation, nine have issued a hold recommendation and three have assigned a buy recommendation to the company. The average 12-month target price among brokers that have covered the stock in the last year is $13.4167.

A number of research firms have recently issued reports on XRAY. Mizuho dropped their price target on DENTSPLY SIRONA from $16.00 to $14.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 6th. Barclays reduced their price objective on DENTSPLY SIRONA from $12.00 to $9.00 and set an “underweight” rating for the company in a research report on Thursday, June 4th. Weiss Ratings cut DENTSPLY SIRONA from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Wednesday, May 6th. Citigroup initiated coverage on DENTSPLY SIRONA in a research note on Wednesday, April 15th. They set a “sell” rating and a $10.00 price target for the company. Finally, BMO Capital Markets started coverage on shares of DENTSPLY SIRONA in a research note on Wednesday, July 8th. They issued a “market perform” rating and a $12.00 price objective on the stock.

Check Out Our Latest Report on XRAY

Insider Activity at DENTSPLY SIRONA In other DENTSPLY SIRONA news, Director Michael J. Barber bought 15,175 shares of DENTSPLY SIRONA stock in a transaction on Thursday, June 11th. The stock was acquired at an average cost of $9.88 per share, with a total value of $149,929.00. Following the completion of the acquisition, the director owned 55,943 shares in the company, valued at approximately $552,716.84. This represents a 37.22% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Brian P. Mckeon purchased 10,000 shares of the firm’s stock in a transaction on Friday, June 12th. The stock was acquired at an average price of $10.12 per share, for a total transaction of $101,200.00. Following the completion of the transaction, the director directly owned 10,000 shares of the company’s stock, valued at approximately $101,200. This trade represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders acquired 35,160 shares of company stock worth $351,179. 0.46% of the stock is owned by company insiders.

Hedge Funds Weigh In On DENTSPLY SIRONA Institutional investors have recently bought and sold shares of the stock. First Eagle Investment Management LLC lifted its holdings in DENTSPLY SIRONA by 3.2% during the fourth quarter. First Eagle Investment Management LLC now owns 14,640,555 shares of the medical instruments supplier’s stock valued at $167,342,000 after purchasing an additional 458,744 shares in the last quarter. Sound Income Strategies LLC increased its stake in shares of DENTSPLY SIRONA by 32.3% in the fourth quarter. Sound Income Strategies LLC now owns 611,308 shares of the medical instruments supplier’s stock worth $7,464,000 after purchasing an additional 149,384 shares in the last quarter. Invenomic Capital Management LP increased its stake in shares of DENTSPLY SIRONA by 48.7% in the third quarter. Invenomic Capital Management LP now owns 4,351,199 shares of the medical instruments supplier’s stock worth $55,217,000 after purchasing an additional 1,425,637 shares in the last quarter. Crawford Investment Counsel Inc. bought a new stake in shares of DENTSPLY SIRONA during the 3rd quarter valued at $1,104,000. Finally, Great Hill Capital LLC bought a new stake in shares of DENTSPLY SIRONA during the 4th quarter valued at $8,267,000. 95.70% of the stock is owned by institutional investors.

DENTSPLY SIRONA Stock Up 1.5% Shares of DENTSPLY SIRONA stock opened at $14.06 on Tuesday. The company has a market cap of $2.82 billion, a price-to-earnings ratio of -4.46, a price-to-earnings-growth ratio of 1.67 and a beta of 0.89. The company’s 50 day moving average is $10.81 and its 200 day moving average is $11.74. DENTSPLY SIRONA has a twelve month low of $9.40 and a twelve month high of $17.09. The company has a quick ratio of 0.98, a current ratio of 1.53 and a debt-to-equity ratio of 1.52.

DENTSPLY SIRONA (NASDAQ:XRAY – Get Free Report) last posted its earnings results on Tuesday, May 5th. The medical instruments supplier reported $0.27 EPS for the quarter, missing analysts’ consensus estimates of $0.28 by ($0.01). The company had revenue of $880.00 million during the quarter, compared to the consensus estimate of $841.80 million. DENTSPLY SIRONA had a positive return on equity of 18.83% and a negative net margin of 17.06%.The company’s revenue for the quarter was up .1% on a year-over-year basis. During the same period last year, the firm posted $0.43 EPS. DENTSPLY SIRONA has set its FY 2026 guidance at 1.400-1.500 EPS. Research analysts anticipate that DENTSPLY SIRONA will post 1.42 EPS for the current year.

About DENTSPLY SIRONA (Get Free Report)

Dentsply Sirona Inc (NASDAQ: XRAY) is a leading global manufacturer of professional dental products and technologies. The company, formed through the merger of Dentsply International and Sirona Dental Systems in February 2016, brings together a long heritage of innovation in dental care. Headquartered in Charlotte, North Carolina, Dentsply Sirona develops and markets a comprehensive range of dental consumables, laboratory products, and advanced imaging and CAD/CAM systems.

The company’s product portfolio spans preventive, restorative, orthodontic, endodontic and surgical care.

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Last year, Berkshire Hathaway (BRKA 0.34%) (BRKB 0.42%) made a big investment that seemed out of place to many investors who follow the company and its chairman, Warren Buffett, closely. The company bought about $4 billion worth of Alphabet (GOOG 2.06%) (GOOGL 2.05%).

The size of the investment suggested Buffett, who historically avoids technology stocks, was behind the purchase. Since Greg Abel took over as CEO at the start of the year, he has made Alphabet one of Berkshire's largest investments, putting another $23 billion (or more) into the stock. So, it was reasonable to think Abel had used his influence to initiate the position last year.

But Buffett put any speculating to rest. "I initiated it," he disclosed in a recent interview with CNBC. And while he dodged further questions on his investment thesis on Alphabet, he provided an indication of what he's looking for in an investment. Here's what he likes about Alphabet.

Former Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

What is a good business, according to Warren Buffett? Warren Buffett's investment strategy boils down to buying wonderful businesses at a fair price. There are two key components to that: 1. identifying a wonderful business, and 2. determining a fair price.

Buffett shared exactly what he thinks makes a good business. "The trick is ... to find businesses that are going to earn high returns on capital for an extended period of time."

Buffett calls out several of Berkshire's longtime holdings as examples. American Express earns a much higher return on equity (which is often what Buffett's referring to when he says "return on capital") than other banks. Buffett points out that Amex achieves its 34% ROE without taking on additional risk relative to other banks that generate returns in the low teens on average.

Why Alphabet fits that definition now For a long time, Buffett and his longtime vice chairman, Charlie Munger, said they wouldn't buy Google, as the company was known before it changed its name to Alphabet. The two explained at Berkshire's 2012 shareholder meeting that they just didn't understand the business well enough to invest in it.

"I made a mistake," Buffett said with a wry smile when asked why he didn't like the company back then. "But Charlie ... he just pounded the idea that it wasn't a good business just because it was doing sexy things or whatever it might be but it wasn't earning real cash or be expected to do it in a very short period of time."

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But Alphabet has blossomed into a massive cash-generating machine. Even after accounting for the large amounts of stock-based compensation, Alphabet is generating substantial cash from its operating activities: about $150 billion over the last 12 months. Alphabet had been using significant amounts of cash to offset stock-based compensation and return excess cash to shareholders through share repurchases, but a major change in the business over the last few years makes it even more appealing to Buffett.

A company generating high cash returns is great, but what's even better is if "it could redeploy it as a business," Buffett said. "It was even better than one that had the ability to earn high returns, but you couldn't deploy the excess capital of those returns."

Today, Alphabet has the opportunity to deploy hundreds of billions of capital into AI data centers. And Buffett believes it's better positioned than any of its competitors to achieve high returns on that investment.

Why Alphabet is set to achieve above-market returns Alphabet could spend more cash than it generates this year for the first time in a long time. Management expects full-year capital expenditures to be between $180 billion and $190 billion, driven by unprecedented demand for AI compute.

What might give Buffett the confidence that Alphabet can generate strong returns on that investment? Alphabet's full-stack approach to its cloud business.

Alphabet isn't just providing infrastructure for AI developers to run their models. It offers a whole platform with a software layer that makes it easy to create, manage, and deploy new AI-based software. That provides a significant level of differentiation, especially considering its Gemini family of models is among the best in the industry.

What's more, Alphabet designs its own chips, TPUs, which have gained significant traction over the last year or so. It signed a deal with Anthropic to use its chips and plans to sell them directly to select third-party customers in the near future. Using TPUs instead of more traditional GPUs gives Alphabet greater control over its supply chain and one of its highest costs, enabling it to scale faster and achieve better margins.

On top of all that, Alphabet has a massive and fast-growing backlog of contracted revenue. As of the end of the first quarter, Alphabet's remaining performance obligations totaled $462 billion, nearly doubling from the previous quarter. Management expects to realize over 50% of that backlog within the next 24 months, which will push the scale of its Google Cloud business beyond $100 billion in annual revenue.

Alphabet looks poised to produce very strong returns on its invested capital within short order. The opportunity for it to deploy all of its excess capital (and then some) in such an opportunity makes it very attractive to an investor like Buffett.

Posted by Defense World Staff on Jul 19th, 2026

PPL Corporation (NYSE:PPL – Get Free Report) Director Kristen Robinson sold 37,107 shares of PPL stock in a transaction that occurred on Wednesday, July 15th. The stock was sold at an average price of $25.05, for a total transaction of $929,530.35. Following the completion of the transaction, the director owned 222,897 shares in the company, valued at approximately $5,583,569.85. This trade represents a 14.27% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.

PPL Price Performance Shares of NYSE:PPL opened at $35.83 on Friday. PPL Corporation has a one year low of $33.17 and a one year high of $40.10. The stock has a fifty day moving average of $35.87 and a 200-day moving average of $36.79. The company has a market capitalization of $26.96 billion, a PE ratio of 21.85, a price-to-earnings-growth ratio of 2.45 and a beta of 0.57. The company has a debt-to-equity ratio of 1.27, a quick ratio of 0.88 and a current ratio of 1.00.

PPL (NYSE:PPL – Get Free Report) last released its quarterly earnings data on Friday, May 8th. The utilities provider reported $0.63 earnings per share for the quarter, topping the consensus estimate of $0.61 by $0.02. The business had revenue of $2.77 billion during the quarter, compared to analyst estimates of $2.51 billion. PPL had a return on equity of 9.41% and a net margin of 13.09%.The company’s revenue was up 10.8% compared to the same quarter last year. During the same period last year, the company posted $0.60 EPS. As a group, equities analysts anticipate that PPL Corporation will post 1.95 EPS for the current fiscal year.

PPL Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Wednesday, July 1st. Investors of record on Wednesday, June 10th were paid a $0.285 dividend. The ex-dividend date of this dividend was Wednesday, June 10th. This represents a $1.14 dividend on an annualized basis and a yield of 3.2%. PPL’s dividend payout ratio (DPR) is currently 69.51%.

Hedge Funds Weigh In On PPL Several institutional investors and hedge funds have recently bought and sold shares of the business. Reaves W H & Co. Inc. lifted its position in shares of PPL by 2.0% in the fourth quarter. Reaves W H & Co. Inc. now owns 4,424,814 shares of the utilities provider’s stock worth $154,957,000 after purchasing an additional 88,531 shares in the last quarter. SG Americas Securities LLC grew its position in PPL by 905.7% during the fourth quarter. SG Americas Securities LLC now owns 523,756 shares of the utilities provider’s stock valued at $18,342,000 after purchasing an additional 471,679 shares in the last quarter. Roffman Miller Associates Inc. PA grew its position in PPL by 7.8% during the fourth quarter. Roffman Miller Associates Inc. PA now owns 348,335 shares of the utilities provider’s stock valued at $12,199,000 after purchasing an additional 25,172 shares in the last quarter. Miller Howard Investments Inc. NY increased its stake in PPL by 5.8% in the 4th quarter. Miller Howard Investments Inc. NY now owns 344,670 shares of the utilities provider’s stock valued at $12,070,000 after buying an additional 18,840 shares during the period. Finally, State of Tennessee Department of Treasury increased its stake in PPL by 3.8% in the 2nd quarter. State of Tennessee Department of Treasury now owns 249,204 shares of the utilities provider’s stock valued at $8,446,000 after buying an additional 9,118 shares during the period. Hedge funds and other institutional investors own 76.99% of the company’s stock.

Analyst Upgrades and Downgrades Several research analysts have commented on the stock. JPMorgan Chase & Co. raised their target price on shares of PPL from $42.00 to $45.00 and gave the stock an “overweight” rating in a report on Thursday. BMO Capital Markets cut their price target on shares of PPL from $40.00 to $39.00 and set an “outperform” rating on the stock in a report on Friday, June 5th. Jefferies Financial Group boosted their price target on shares of PPL from $40.00 to $48.00 and gave the company a “buy” rating in a report on Monday, April 13th. Mizuho upgraded shares of PPL to a “hold” rating in a research report on Friday, July 3rd. Finally, Wells Fargo & Company reaffirmed an “overweight” rating on shares of PPL in a research note on Tuesday, April 21st. Ten equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, PPL currently has an average rating of “Moderate Buy” and a consensus price target of $41.92.

View Our Latest Stock Report on PPL

About PPL (Get Free Report)

PPL Corporation is an energy company that owns and operates electric transmission and distribution infrastructure and provides related customer services. The company’s core business centers on delivering electricity to residential, commercial and industrial customers through regulated utility operations, maintaining grid reliability, responding to outages and managing customer billing and account services.

PPL’s activities include construction and maintenance of distribution and transmission lines, meter and grid management, and programs to support energy efficiency and the interconnection of distributed resources.

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Posted by Defense World Staff on Jul 19th, 2026

Bank of New York Mellon Corp increased its stake in shares of Entegris, Inc. (NASDAQ:ENTG – Free Report) by 8.0% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 1,428,627 shares of the semiconductor company’s stock after buying an additional 105,235 shares during the period. Bank of New York Mellon Corp owned 0.94% of Entegris worth $167,492,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Steph & Co. acquired a new stake in Entegris during the fourth quarter worth approximately $25,000. Migdal Insurance & Financial Holdings Ltd. acquired a new position in shares of Entegris in the fourth quarter valued at approximately $29,000. Millstone Evans Group LLC grew its position in shares of Entegris by 191.3% in the first quarter. Millstone Evans Group LLC now owns 268 shares of the semiconductor company’s stock valued at $31,000 after purchasing an additional 176 shares during the last quarter. Johnson Financial Group Inc. grew its position in shares of Entegris by 147.5% in the fourth quarter. Johnson Financial Group Inc. now owns 396 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 236 shares during the last quarter. Finally, First Horizon Corp lifted its holdings in Entegris by 147.1% during the 1st quarter. First Horizon Corp now owns 299 shares of the semiconductor company’s stock worth $35,000 after purchasing an additional 178 shares during the last quarter.

Insider Buying and Selling In related news, SVP Olivier Blachier sold 2,000 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $140.04, for a total transaction of $280,080.00. Following the completion of the sale, the senior vice president owned 34,897 shares of the company’s stock, valued at $4,886,975.88. This represents a 5.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director James P. Lederer sold 3,569 shares of the stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $143.59, for a total transaction of $512,472.71. Following the sale, the director owned 18,277 shares in the company, valued at $2,624,394.43. The trade was a 16.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 44,466 shares of company stock valued at $6,186,624 in the last ninety days. Insiders own 0.53% of the company’s stock.

Entegris Trading Up 3.1% Shares of ENTG stock opened at $138.74 on Friday. The stock has a market cap of $21.16 billion, a P/E ratio of 80.20, a price-to-earnings-growth ratio of 1.62 and a beta of 1.31. Entegris, Inc. has a 1 year low of $67.97 and a 1 year high of $186.94. The company has a current ratio of 3.21, a quick ratio of 2.05 and a debt-to-equity ratio of 0.91. The stock has a 50 day simple moving average of $146.53 and a 200 day simple moving average of $131.11.

Entegris (NASDAQ:ENTG – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The semiconductor company reported $0.86 EPS for the quarter, topping analysts’ consensus estimates of $0.75 by $0.11. The firm had revenue of $811.90 million for the quarter, compared to analyst estimates of $808.72 million. Entegris had a return on equity of 11.45% and a net margin of 8.18%.The company’s revenue was up 5.0% on a year-over-year basis. During the same quarter last year, the company earned $0.67 EPS. Entegris has set its Q2 2026 guidance at 0.760-0.840 EPS. On average, research analysts predict that Entegris, Inc. will post 3.65 earnings per share for the current fiscal year.

Entegris Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Wednesday, July 29th will be given a $0.10 dividend. The ex-dividend date is Wednesday, July 29th. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.3%. Entegris’s dividend payout ratio (DPR) is presently 23.12%.

Analysts Set New Price Targets ENTG has been the subject of several recent research reports. Zacks Research downgraded Entegris from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 23rd. Oppenheimer reiterated an “outperform” rating and set a $160.00 price objective on shares of Entegris in a research report on Friday, May 1st. Needham & Company LLC lifted their target price on Entegris from $150.00 to $165.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Citigroup reissued a “buy” rating on shares of Entegris in a research report on Thursday, April 30th. Finally, UBS Group upped their price target on shares of Entegris from $185.00 to $205.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Seven investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $164.22.

View Our Latest Stock Report on ENTG

About Entegris (Free Report)

Entegris, Inc is a leading provider of advanced materials and process control solutions for the semiconductor and other high-technology industries. The company develops and supplies a broad portfolio of products designed to ensure purity and reliability throughout the manufacturing process, helping customers address critical contamination and yield challenges.

Entegris’s product offerings include high-purity chemicals and specialty materials, liquid and gas filtration and purification systems, and sophisticated wafer and chip handling solutions.

Read More Five stocks we like better than Entegris Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Want to see what other hedge funds are holding ENTG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Entegris, Inc. (NASDAQ:ENTG – Free Report).

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Posted by Defense World Staff on Jul 19th, 2026

Chicago Partners Investment Group LLC acquired a new stake in AptarGroup, Inc. (NYSE:ATR – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 4,051 shares of the industrial products company’s stock, valued at approximately $505,000.

A number of other large investors have also added to or reduced their stakes in ATR. Nordea Investment Management AB acquired a new stake in AptarGroup in the fourth quarter valued at $7,314,000. Northwestern Mutual Wealth Management Co. lifted its holdings in AptarGroup by 30,035.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 136,211 shares of the industrial products company’s stock worth $15,220,000 after buying an additional 135,759 shares during the period. Intech Investment Management LLC grew its position in shares of AptarGroup by 696.8% in the 4th quarter. Intech Investment Management LLC now owns 100,020 shares of the industrial products company’s stock valued at $12,198,000 after buying an additional 87,467 shares during the last quarter. Aurora Investment Counsel bought a new stake in shares of AptarGroup in the 4th quarter valued at about $1,310,000. Finally, Victory Capital Management Inc. increased its stake in shares of AptarGroup by 4.0% in the fourth quarter. Victory Capital Management Inc. now owns 2,291,454 shares of the industrial products company’s stock valued at $279,466,000 after buying an additional 88,717 shares during the period. Institutional investors own 88.52% of the company’s stock.

Insider Buying and Selling In related news, insider Shiela Vinczeller sold 3,555 shares of AptarGroup stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $112.61, for a total transaction of $400,328.55. Following the transaction, the insider owned 27,078 shares of the company’s stock, valued at $3,049,253.58. The trade was a 11.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Irene Elizabeth Hudson sold 1,264 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $123.43, for a total transaction of $156,015.52. Following the completion of the sale, the executive vice president owned 1,480 shares of the company’s stock, valued at approximately $182,676.40. The trade was a 46.06% decrease in their position. The SEC filing for this sale provides additional information. 0.73% of the stock is owned by company insiders.

AptarGroup Price Performance AptarGroup stock opened at $132.29 on Friday. The stock has a market capitalization of $8.44 billion, a price-to-earnings ratio of 22.65, a PEG ratio of 3.31 and a beta of 0.39. AptarGroup, Inc. has a 52-week low of $103.23 and a 52-week high of $164.28. The stock’s 50 day moving average price is $120.21 and its two-hundred day moving average price is $125.96. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.14 and a current ratio of 1.66.

AptarGroup (NYSE:ATR – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The industrial products company reported $1.19 EPS for the quarter, topping the consensus estimate of $1.15 by $0.04. The company had revenue of $982.87 million during the quarter, compared to the consensus estimate of $955.95 million. AptarGroup had a net margin of 9.98% and a return on equity of 13.98%. The company’s quarterly revenue was up 10.8% on a year-over-year basis. During the same quarter last year, the firm posted $1.20 EPS. AptarGroup has set its Q2 2026 guidance at 1.320-1.400 EPS. On average, equities analysts predict that AptarGroup, Inc. will post 5.41 earnings per share for the current year.

AptarGroup Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Thursday, July 30th will be paid a dividend of $0.48 per share. This represents a $1.92 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Thursday, July 30th. AptarGroup’s payout ratio is 32.88%.

Analysts Set New Price Targets A number of equities analysts have recently issued reports on ATR shares. Bank of America upgraded AptarGroup from a “neutral” rating to a “buy” rating and set a $173.00 price objective for the company in a research report on Tuesday, July 14th. Raymond James Financial reissued an “outperform” rating and set a $160.00 target price on shares of AptarGroup in a research report on Wednesday. Wells Fargo & Company raised their price target on shares of AptarGroup from $144.00 to $145.00 and gave the stock an “overweight” rating in a report on Monday, May 4th. Weiss Ratings restated a “hold (c)” rating on shares of AptarGroup in a research report on Wednesday, June 24th. Finally, Zacks Research raised shares of AptarGroup from a “strong sell” rating to a “hold” rating in a research note on Monday, May 4th. Five investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, AptarGroup presently has an average rating of “Moderate Buy” and a consensus price target of $170.80.

Check Out Our Latest Report on ATR

AptarGroup Profile (Free Report)

AptarGroup, Inc is a global provider of advanced dispensing, sealing and protection solutions for consumer and pharmaceutical markets. The company designs and manufactures a broad portfolio of products that enable the controlled delivery of liquids, gels, powders and aerosols. Its customer base spans beauty and personal care, home care, food and beverage, and pharmaceutical sectors, where innovation in packaging and drug‐delivery devices drives brand differentiation and regulatory compliance.

In the consumer markets, AptarGroup offers pumps, actuators, valves, closures and specialized bottles engineered for precision, convenience and sustainability.

Read More Five stocks we like better than AptarGroup Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors

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Posted by Defense World Staff on Jul 19th, 2026

Bank of New York Mellon Corp cut its position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 29.2% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,380,367 shares of the company’s stock after selling 568,154 shares during the quarter. Bank of New York Mellon Corp owned about 0.49% of Bloom Energy worth $187,026,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in BE. Geode Capital Management LLC grew its holdings in Bloom Energy by 5.4% in the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after purchasing an additional 269,662 shares during the period. Brooklands Fund Management Ltd bought a new position in Bloom Energy during the 4th quarter valued at approximately $347,560,000. Amundi increased its position in Bloom Energy by 390.7% during the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after buying an additional 2,511,426 shares in the last quarter. Norges Bank purchased a new position in Bloom Energy during the fourth quarter valued at $239,683,000. Finally, Goldman Sachs Group Inc. raised its stake in Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after buying an additional 836,810 shares during the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.

Insider Activity In other news, Director Mary K. Bush sold 25,000 shares of the stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the transaction, the director directly owned 108,524 shares of the company’s stock, valued at $28,971,567.04. This represents a 18.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Shawn Marie Soderberg sold 35,000 shares of the firm’s stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $279.00, for a total value of $9,765,000.00. Following the completion of the transaction, the insider owned 341,731 shares in the company, valued at approximately $95,342,949. This trade represents a 9.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 153,617 shares of company stock valued at $44,003,909 over the last three months. Corporate insiders own 3.00% of the company’s stock.

Trending Headlines about Bloom Energy Here are the key news stories impacting Bloom Energy this week:

Positive Sentiment: IDF and Oaktree announced a $1.7 billion investment to deploy Bloom Energy fuel cells for Nebius’ AI infrastructure, supporting growth in Bloom’s core power technology and strengthening its AI-related revenue opportunity. Reuters article Positive Sentiment: Additional coverage and commentary have highlighted Bloom Energy’s strong stock performance and momentum, with analysts describing it as a stock benefiting from solid quarterly results and long-term gains. Yahoo Finance article Neutral Sentiment: Bloom Energy has also appeared on momentum screens and in analyst-style market commentary, which may support trading interest but does not change the company’s fundamentals. Zacks article Negative Sentiment: Two law firms announced securities-fraud investigations into Bloom Energy following a short report, creating headline risk and raising concerns about potential disclosures or litigation. Business Wire article Negative Sentiment: Short-seller commentary and related reports have argued Bloom may face supply-chain risks and valuation concerns, which could pressure sentiment despite the AI deal news. Barchart article Bloom Energy Stock Up 3.5% Bloom Energy stock opened at $213.88 on Friday. The firm has a market cap of $60.84 billion, a price-to-earnings ratio of -4,276.78 and a beta of 3.73. The stock has a fifty day simple moving average of $278.38 and a two-hundred day simple moving average of $202.41. Bloom Energy Corporation has a 12 month low of $24.04 and a 12 month high of $351.28. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90.

Bloom Energy (NYSE:BE – Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.12 by $0.32. The firm had revenue of $751.05 million during the quarter, compared to analysts’ expectations of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company’s revenue was up 130.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Equities analysts predict that Bloom Energy Corporation will post 1.43 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth A number of research firms have recently commented on BE. Roth Capital increased their target price on Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 1st. Morgan Stanley reaffirmed an “overweight” rating and issued a $310.00 price target on shares of Bloom Energy in a research report on Wednesday, April 29th. BTIG Research upped their price target on shares of Bloom Energy to $295.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. JPMorgan Chase & Co. increased their price objective on shares of Bloom Energy to $267.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Finally, Barclays raised their price objective on shares of Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 23rd. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $250.41.

Read Our Latest Report on BE

Bloom Energy Profile (Free Report)

Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.

Founded in 2001 by Dr.

Further Reading Five stocks we like better than Bloom Energy Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Want to see what other hedge funds are holding BE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Bloom Energy Corporation (NYSE:BE – Free Report).

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Posted by Defense World Staff on Jul 19th, 2026

Allspring Global Investments Holdings LLC boosted its holdings in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 98.1% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 297,897 shares of the financial services provider’s stock after acquiring an additional 147,521 shares during the quarter. Allspring Global Investments Holdings LLC owned 0.07% of The PNC Financial Services Group worth $62,332,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Monetary Solutions Ltd bought a new position in shares of The PNC Financial Services Group during the 4th quarter valued at $25,000. Quarry LP bought a new position in shares of The PNC Financial Services Group during the third quarter valued at about $25,000. Modus Advisors LLC purchased a new position in shares of The PNC Financial Services Group in the fourth quarter worth about $29,000. Financial Life Planners purchased a new position in shares of The PNC Financial Services Group in the first quarter worth about $31,000. Finally, Kemnay Advisory Services Inc. bought a new stake in shares of The PNC Financial Services Group in the 4th quarter valued at about $32,000. Hedge funds and other institutional investors own 83.53% of the company’s stock.

Insider Activity at The PNC Financial Services Group In other The PNC Financial Services Group news, Director Andrew T. Feldstein sold 45,000 shares of the company’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $220.57, for a total value of $9,925,650.00. Following the completion of the sale, the director directly owned 10,749 shares in the company, valued at approximately $2,370,906.93. This represents a 80.72% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Stephanie Novosel sold 1,800 shares of the stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $228.73, for a total transaction of $411,714.00. Following the sale, the executive vice president directly owned 3,107 shares of the company’s stock, valued at approximately $710,664.11. The trade was a 36.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 48,300 shares of company stock valued at $10,694,574. Insiders own 0.38% of the company’s stock.

The PNC Financial Services Group News Roundup Here are the key news stories impacting The PNC Financial Services Group this week:

Positive Sentiment: PNC reported strong second-quarter results, topping forecasts on earnings and revenue as capital markets strength helped drive growth. The company also highlighted a record dividend and improving business momentum. PNC Financial tops second-quarter forecasts as capital markets business drives growth Positive Sentiment: Management raised its 2026 outlook, forecasting about 12.5% loan growth, net interest income growth of 15% to 15.5%, and a net interest margin above 3% by year-end, which suggests improving fundamentals ahead. PNC forecasts 2026 loan growth of ~12.5% and net interest income up 15%-15.5% Positive Sentiment: Multiple analysts lifted price targets on PNC after the earnings release, including Truist, Argus, RBC, Oppenheimer, Wells Fargo, Barclays, Stephens, and Baird, with several firms also maintaining bullish ratings such as outperform and overweight. Analyst price target updates Neutral Sentiment: Truist raised its target to $264 but kept a hold rating, implying the stock may be fairly valued after the recent run-up. PNC price target raised to $264 at Truist Financial Neutral Sentiment: One recent commentary piece argued that PNC looks “fairly valued,” which may temper enthusiasm even after the earnings beat and analyst upgrades. PNC Financial: Likely Fairly Valued Negative Sentiment: PNC also noted that costs are expected to rise alongside revenue, which could pressure margins if expense growth outpaces top-line gains. PNC is latest bank to say costs will rise alongside revenue The PNC Financial Services Group Stock Performance PNC stock opened at $252.88 on Friday. The stock’s 50 day simple moving average is $233.18 and its 200 day simple moving average is $223.46. The company has a current ratio of 0.85, a quick ratio of 0.82 and a debt-to-equity ratio of 1.29. The PNC Financial Services Group, Inc has a 12-month low of $176.88 and a 12-month high of $256.49. The stock has a market capitalization of $101.55 billion, a PE ratio of 13.92, a price-to-earnings-growth ratio of 1.02 and a beta of 0.91.

The PNC Financial Services Group (NYSE:PNC – Get Free Report) last announced its earnings results on Wednesday, July 15th. The financial services provider reported $4.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.46 by $0.39. The company had revenue of $6.66 billion during the quarter, compared to analyst estimates of $6.51 billion. The PNC Financial Services Group had a net margin of 21.41% and a return on equity of 12.48%. The firm’s quarterly revenue was up 21.4% compared to the same quarter last year. During the same period in the previous year, the business posted $3.85 earnings per share. As a group, research analysts forecast that The PNC Financial Services Group, Inc will post 19.14 earnings per share for the current fiscal year.

The PNC Financial Services Group Increases Dividend The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 5th. Investors of record on Monday, July 20th will be paid a dividend of $2.00 per share. The ex-dividend date of this dividend is Monday, July 20th. This is a positive change from The PNC Financial Services Group’s previous quarterly dividend of $1.70. This represents a $8.00 dividend on an annualized basis and a yield of 3.2%. The PNC Financial Services Group’s payout ratio is currently 37.42%.

Wall Street Analyst Weigh In PNC has been the topic of a number of recent analyst reports. Jefferies Financial Group assumed coverage on shares of The PNC Financial Services Group in a report on Thursday, March 26th. They issued a “buy” rating and a $250.00 price target on the stock. Barclays increased their target price on shares of The PNC Financial Services Group from $277.00 to $284.00 and gave the stock an “overweight” rating in a report on Thursday. Truist Financial raised their target price on The PNC Financial Services Group from $257.00 to $264.00 and gave the stock a “hold” rating in a research note on Thursday. Keefe, Bruyette & Woods boosted their price target on The PNC Financial Services Group from $247.00 to $253.00 and gave the company a “market perform” rating in a report on Thursday, April 16th. Finally, UBS Group upped their price target on The PNC Financial Services Group from $263.00 to $288.00 and gave the company a “buy” rating in a research report on Tuesday, July 7th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, The PNC Financial Services Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $264.97.

Check Out Our Latest Research Report on The PNC Financial Services Group

The PNC Financial Services Group Profile (Free Report)

The PNC Financial Services Group, Inc is a diversified financial services company headquartered in Pittsburgh, Pennsylvania, offering a broad range of banking, lending, investment and wealth management services. PNC operates a national banking franchise with a significant retail branch network and dedicated capabilities for commercial, institutional and government clients. Its services are designed to serve individuals, small businesses, corporations and public sector entities across the United States.

PNC’s core business activities include consumer and business banking, residential mortgage lending, corporate and institutional banking, asset management and wealth advisory services.

Featured Articles Five stocks we like better than The PNC Financial Services Group Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors

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Copeland Capital Management LLC decreased its holdings in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 55.5% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 467 shares of the construction company’s stock after selling 582 shares during the quarter. Copeland Capital Management LLC’s holdings in Comfort Systems USA were worth $644,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of FIX. NewEdge Advisors LLC grew its position in Comfort Systems USA by 41.1% in the 1st quarter. NewEdge Advisors LLC now owns 3,412 shares of the construction company’s stock valued at $1,100,000 after buying an additional 993 shares in the last quarter. Focus Partners Wealth raised its position in shares of Comfort Systems USA by 110.6% during the 1st quarter. Focus Partners Wealth now owns 2,300 shares of the construction company’s stock worth $741,000 after buying an additional 1,208 shares in the last quarter. Sivia Capital Partners LLC raised its position in shares of Comfort Systems USA by 40.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,079 shares of the construction company’s stock worth $579,000 after buying an additional 313 shares in the last quarter. WINTON GROUP Ltd acquired a new stake in shares of Comfort Systems USA in the 2nd quarter worth approximately $567,000. Finally, Sei Investments Co. lifted its stake in shares of Comfort Systems USA by 69.2% in the 2nd quarter. Sei Investments Co. now owns 43,631 shares of the construction company’s stock worth $23,395,000 after acquiring an additional 17,839 shares during the period. 96.51% of the stock is owned by institutional investors and hedge funds.

Comfort Systems USA Trading Down 0.8% Shares of NYSE:FIX opened at $1,667.28 on Friday. The stock has a market capitalization of $58.69 billion, a price-to-earnings ratio of 48.10 and a beta of 1.66. Comfort Systems USA, Inc. has a 1-year low of $513.99 and a 1-year high of $2,073.99. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.21 and a current ratio of 1.24. The company has a 50 day moving average price of $1,861.34 and a 200 day moving average price of $1,540.19.

Comfort Systems USA (NYSE:FIX – Get Free Report) last posted its quarterly earnings results on Thursday, April 23rd. The construction company reported $10.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.81 by $3.70. Comfort Systems USA had a return on equity of 51.69% and a net margin of 12.07%.The company had revenue of $2.87 billion for the quarter, compared to analysts’ expectations of $2.39 billion. During the same quarter in the prior year, the company earned $4.75 earnings per share. The firm’s revenue was up 56.5% on a year-over-year basis. On average, research analysts anticipate that Comfort Systems USA, Inc. will post 43.39 EPS for the current fiscal year.

Comfort Systems USA Increases Dividend The business also recently announced a quarterly dividend, which was paid on Tuesday, May 26th. Investors of record on Friday, May 15th were issued a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date was Friday, May 15th. This is a positive change from Comfort Systems USA’s previous quarterly dividend of $0.70. Comfort Systems USA’s payout ratio is presently 9.23%.

Insiders Place Their Bets In other news, Director William J. Sandbrook sold 1,500 shares of the company’s stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $1,732.67, for a total transaction of $2,599,005.00. Following the completion of the sale, the director directly owned 7,666 shares of the company’s stock, valued at $13,282,648.22. This represents a 16.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Franklin Myers sold 6,700 shares of the stock in a transaction on Wednesday, June 24th. The shares were sold at an average price of $1,954.47, for a total value of $13,094,949.00. Following the completion of the transaction, the director owned 62,115 shares of the company’s stock, valued at $121,401,904.05. This trade represents a 9.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 30,778 shares of company stock worth $59,746,124. Corporate insiders own 1.24% of the company’s stock.

Wall Street Analyst Weigh In Several research analysts have recently issued reports on FIX shares. Stifel Nicolaus increased their price objective on shares of Comfort Systems USA from $1,611.00 to $1,819.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Wall Street Zen cut Comfort Systems USA from a “strong-buy” rating to a “buy” rating in a report on Sunday, May 10th. The Goldman Sachs Group assumed coverage on Comfort Systems USA in a research note on Thursday, July 9th. They set a “buy” rating and a $2,159.00 price target for the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Comfort Systems USA in a research report on Monday, April 20th. Finally, Glj Research began coverage on Comfort Systems USA in a research note on Monday, April 20th. They issued a “buy” rating and a $2,001.00 price objective on the stock. Nine analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $2,015.43.

Read Our Latest Analysis on Comfort Systems USA

Comfort Systems USA Profile (Free Report)

Comfort Systems USA, Inc is a U.S.-based mechanical contracting company that provides a range of heating, ventilation and air conditioning (HVAC) services to commercial, industrial and institutional customers. The company focuses on the design, installation, maintenance and repair of HVAC systems, and it supports projects from initial engineering and system selection through long-term service agreements and upgrades.

Its service offerings include new construction and retrofit installations, preventive and corrective maintenance, emergency repair, energy management and building automation systems.

Featured Articles Five stocks we like better than Comfort Systems USA Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Want to see what other hedge funds are holding FIX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Comfort Systems USA, Inc. (NYSE:FIX – Free Report).

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Posted by Defense World Staff on Jul 19th, 2026

Fifth Third Bancorp boosted its holdings in shares of Alcoa (NYSE:AA – Free Report) by 3,061.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 63,098 shares of the industrial products company’s stock after purchasing an additional 61,102 shares during the quarter. Fifth Third Bancorp’s holdings in Alcoa were worth $4,185,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Bank of New York Mellon Corp grew its stake in Alcoa by 211.7% during the fourth quarter. Bank of New York Mellon Corp now owns 6,254,017 shares of the industrial products company’s stock valued at $332,338,000 after acquiring an additional 4,247,559 shares in the last quarter. Castle Hook Partners LP bought a new stake in Alcoa in the 4th quarter valued at $210,874,000. Maple Rock Capital Partners Inc. purchased a new stake in Alcoa in the 4th quarter worth $173,412,000. AQR Capital Management LLC lifted its stake in Alcoa by 153.4% in the 4th quarter. AQR Capital Management LLC now owns 4,134,425 shares of the industrial products company’s stock worth $219,703,000 after purchasing an additional 2,503,132 shares in the last quarter. Finally, Invesco Ltd. boosted its holdings in shares of Alcoa by 247.9% during the 4th quarter. Invesco Ltd. now owns 2,415,697 shares of the industrial products company’s stock valued at $128,370,000 after purchasing an additional 1,721,280 shares during the last quarter.

Alcoa News Summary Here are the key news stories impacting Alcoa this week:

Positive Sentiment: Alcoa reported record quarterly revenue and highlighted strong operational performance, including progress on smelter restarts and improved aluminum EBITDA. Article Title Positive Sentiment: Management outlined about $900 million in net present value synergies tied to the South32 asset deal, supporting its longer-term growth strategy. Article Title Positive Sentiment: Unusually heavy call-option buying suggests some traders are positioning for a rebound after the post-earnings selloff. Article Title Neutral Sentiment: Several analysts trimmed price targets, but JPMorgan and Wells Fargo both kept ratings that were not outright bearish, signaling a wait-and-see stance rather than a major downgrade cycle. Negative Sentiment: Alcoa missed Q2 earnings estimates, reporting $2.12 per share versus the $2.25 consensus, which disappointed investors despite better year-over-year results. Article Title Negative Sentiment: The company lowered 2026 alumina production guidance by 200,000 to 300,000 metric tons due to Pinjarra refinery issues, raising concerns about near-term earnings pressure. Article Title Wall Street Analysts Forecast Growth A number of research analysts have recently weighed in on the company. Wells Fargo & Company cut their price objective on Alcoa from $72.00 to $71.00 and set an “overweight” rating for the company in a research report on Friday. Wall Street Zen lowered Alcoa from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. JPMorgan Chase & Co. cut their price target on Alcoa from $55.00 to $52.00 and set a “neutral” rating for the company in a report on Friday. B. Riley Financial reduced their price objective on Alcoa from $92.00 to $80.00 and set a “buy” rating on the stock in a research note on Tuesday, July 7th. Finally, UBS Group decreased their price objective on Alcoa from $80.00 to $68.00 and set a “buy” rating on the stock in a report on Tuesday, June 30th. Five research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $62.73.

Check Out Our Latest Report on AA

Alcoa Stock Performance Alcoa stock opened at $43.84 on Friday. The company’s 50-day moving average price is $61.70 and its 200-day moving average price is $62.46. Alcoa has a twelve month low of $28.11 and a twelve month high of $84.38. The company has a quick ratio of 0.88, a current ratio of 1.48 and a debt-to-equity ratio of 0.36. The company has a market cap of $11.57 billion, a PE ratio of 9.02, a price-to-earnings-growth ratio of 0.47 and a beta of 1.63.

Alcoa (NYSE:AA – Get Free Report) last released its quarterly earnings results on Thursday, July 16th. The industrial products company reported $2.12 EPS for the quarter, missing the consensus estimate of $2.25 by ($0.13). Alcoa had a return on equity of 19.57% and a net margin of 9.48%.The company had revenue of $3.97 billion during the quarter, compared to analysts’ expectations of $3.99 billion. During the same quarter in the prior year, the business posted $0.39 EPS. On average, equities research analysts forecast that Alcoa will post 6.79 EPS for the current fiscal year.

Alcoa Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Tuesday, May 19th were paid a $0.10 dividend. This represents a $0.40 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend was Tuesday, May 19th. Alcoa’s dividend payout ratio (DPR) is presently 10.13%.

Alcoa Profile (Free Report)

Alcoa Corporation is a global industry leader in the production and management of aluminum, offering an integrated value chain that spans bauxite mining, alumina refining, primary aluminum smelting and the fabrication of value-added products. The company’s operations are organized into segments that include raw material extraction, chemical processing and the manufacture of metal mill products and engineered solutions.

Alcoa’s product portfolio serves diverse end markets such as aerospace, automotive, packaging, construction, electrical and industrial applications.

See Also Five stocks we like better than Alcoa Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Want to see what other hedge funds are holding AA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Alcoa (NYSE:AA – Free Report).

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« PREVIOUS HEADLINEFifth Third Bancorp Has $4.11 Million Position in Canadian Pacific Kansas City Limited $CP

Bessemer Group Inc. lifted its position in shares of Cactus, Inc. (NYSE:WHD – Free Report) by 17.4% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 559,901 shares of the company’s stock after buying an additional 83,080 shares during the period. Bessemer Group Inc. owned 0.70% of Cactus worth $26,523,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Wellington Management Group LLP raised its holdings in Cactus by 20.0% in the 4th quarter. Wellington Management Group LLP now owns 3,963,961 shares of the company’s stock valued at $181,074,000 after acquiring an additional 659,366 shares during the last quarter. State Street Corp boosted its holdings in shares of Cactus by 3.0% during the fourth quarter. State Street Corp now owns 2,844,994 shares of the company’s stock worth $129,959,000 after purchasing an additional 83,190 shares during the last quarter. Capital International Investors boosted its holdings in shares of Cactus by 27.0% during the fourth quarter. Capital International Investors now owns 2,343,731 shares of the company’s stock worth $107,062,000 after purchasing an additional 498,210 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Cactus by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 1,964,059 shares of the company’s stock worth $89,729,000 after purchasing an additional 28,415 shares during the last quarter. Finally, First Trust Advisors LP grew its position in shares of Cactus by 17.4% in the fourth quarter. First Trust Advisors LP now owns 1,839,336 shares of the company’s stock valued at $84,021,000 after purchasing an additional 272,452 shares during the period. Institutional investors and hedge funds own 85.11% of the company’s stock.

Cactus Trading Up 1.6% Shares of WHD opened at $54.64 on Friday. The stock’s 50-day moving average is $56.13 and its two-hundred day moving average is $53.76. The stock has a market cap of $4.38 billion, a PE ratio of 51.55, a P/E/G ratio of 2.07 and a beta of 1.38. Cactus, Inc. has a 12 month low of $33.20 and a 12 month high of $64.30. The company has a debt-to-equity ratio of 0.01, a current ratio of 2.61 and a quick ratio of 1.71.

Cactus (NYSE:WHD – Get Free Report) last posted its earnings results on Thursday, May 7th. The company reported $0.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.65 by $0.05. The business had revenue of $388.35 million during the quarter, compared to analyst estimates of $380.42 million. Cactus had a return on equity of 15.43% and a net margin of 6.17%.The company’s revenue for the quarter was up 38.5% compared to the same quarter last year. During the same quarter last year, the firm earned $0.73 earnings per share. Equities analysts forecast that Cactus, Inc. will post 2.92 earnings per share for the current fiscal year.

Cactus Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Monday, June 1st were given a $0.14 dividend. The ex-dividend date of this dividend was Monday, June 1st. This represents a $0.56 annualized dividend and a yield of 1.0%. Cactus’s dividend payout ratio (DPR) is 52.83%.

More Cactus News Here are the key news stories impacting Cactus this week:

Positive Sentiment: Zacks Research raised its earnings forecasts for Cactus across multiple future periods, including FY2027 to $3.55 per share and FY2028 to $3.99 per share, implying improved outlook and potentially supporting the stock. Positive Sentiment: Analysts also increased near- and medium-term quarterly EPS estimates, including Q4 2026, Q2 2027, Q3 2027, Q4 2027, Q1 2028, and Q2 2028, reinforcing expectations for steady earnings growth. Neutral Sentiment: Cactus announced it will release second-quarter 2026 earnings after market close on July 29 and host a conference call on July 30, setting up a near-term event that could move the shares depending on results. Article Title Analyst Ratings Changes Several research firms recently commented on WHD. Stifel Nicolaus reiterated a “buy” rating and issued a $68.00 target price (up from $66.00) on shares of Cactus in a research note on Tuesday, June 16th. Wall Street Zen lowered shares of Cactus from a “buy” rating to a “hold” rating in a report on Saturday, March 21st. Piper Sandler upped their price target on Cactus from $72.00 to $73.00 and gave the stock an “overweight” rating in a research note on Tuesday. Weiss Ratings upgraded Cactus from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, June 11th. Finally, Barclays boosted their target price on Cactus from $62.00 to $70.00 and gave the stock an “overweight” rating in a report on Monday, May 11th. Four equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $63.60.

Get Our Latest Research Report on WHD

Insider Buying and Selling In other news, Director Michael Y. Mcgovern sold 12,000 shares of Cactus stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $56.57, for a total transaction of $678,840.00. Following the sale, the director owned 15,990 shares in the company, valued at $904,554.30. This trade represents a 42.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Alan Semple sold 10,206 shares of the business’s stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $56.62, for a total transaction of $577,863.72. Following the transaction, the director directly owned 29,444 shares in the company, valued at approximately $1,667,119.28. The trade was a 25.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 12.91% of the company’s stock.

Cactus Company Profile (Free Report)

Cactus, Inc, together with its subsidiaries, designs, manufactures, sells, and leases pressure control and spoolable pipes in the United States, Australia, Canada, the Middle East, and internationally. It operates through two segments, Pressure Control and Spoolable Technologies. The Pressure Control segment designs, manufactures, sells, and rents a range of wellhead and pressure control equipment under the Cactus Wellhead brand name through service centers. Its products are sold and rented primarily for onshore unconventional oil and gas wells for drilling, completion, and production phases of the wells.

Featured Articles Five stocks we like better than Cactus Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Want to see what other hedge funds are holding WHD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Cactus, Inc. (NYSE:WHD – Free Report).

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Artificial intelligence has been defined by a relentless race for more computing power. Nvidia‘s (NASDAQ:NVDA | NVDA Price Prediction) GPUs became the stars of that story because they delivered the horsepower needed to train ever-larger AI models. But every technology boom eventually runs into a new constraint. 

According to a recent Morgan Stanley report, that next hurdle isn’t computing power — it’s memory. As AI models grow larger and inference workloads become more demanding, data centers need far more memory bandwidth and capacity to keep expensive accelerators fed with data. That shift could reshape where hundreds of billions of dollars in AI infrastructure spending flows over the rest of the decade.

The Memory Wall Is Becoming AI’s Biggest Challenge Morgan Stanley argues memory is becoming the new bottleneck for AI systems, a phenomenon long known in computing as the “memory wall.” GPUs continue getting faster, but they spend more time waiting for data to arrive from memory rather than performing calculations.

The numbers help explain why this matters. Morgan Stanley estimates memory will account for roughly 40% of cloud and data center capital spending by 2030, up from only about 12% today. That increase reflects growing demand across several categories:

Memory Segment Primary AI Role Leading Companies High-Bandwidth Memory (HBM) Feeds AI accelerators with massive data throughput SK Hynix (NASDAQ:SKHY), Micron Technology (NASDAQ:MU), Samsung Server DRAM (DDR5+) Expands memory capacity for inference and larger AI models SK Hynix, Micron, Samsung CXL Memory Expansion Pools and expands memory across AI servers Marvell Technology (NASDAQ:MRVL), SK Hynix, Micron NAND Flash Storage Stores AI datasets and checkpoints SK Hynix, Micron, Samsung Let’s put that into perspective. Every dollar hyperscalers spend on AI servers increasingly requires another dollar supporting the memory ecosystem. That broadens the investment opportunity well beyond GPU manufacturers.

Morgan Stanley identifies several categories where pressure will build most, and three publicly traded companies appear positioned to benefit across multiple segments.

Nvidia's speed isn't enough. As the 'Memory Wall' looms, a 233% spending shift is creating a massive new opportunity in AI infrastructure. © 24/7 Wall St. SK Hynix (SKHY) SK Hynix remains the purest memory play. The company holds 58% of the advanced HBM market, giving it the leading position in one of AI’s fastest-growing and highest-margin categories. Beyond HBM, it also maintains major positions in DRAM and NAND, allowing it to benefit regardless of which part of the AI memory hierarchy grows fastest.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.

Micron Technology (MU) Micron is quickly closing the gap. The company has secured long-term HBM supply agreements with hyperscale customers while expanding production of AI-optimized DRAM. Unlike previous memory cycles driven by smartphones or PCs, AI demand is creating longer product cycles and richer pricing. That could support stronger margins than investors have historically expected from memory manufacturers.

Marvell Technology (MRVL) Marvell Technology offers a different way to invest in the trend. Rather than manufacturing memory chips, Marvell develops CXL controllers, switches, and memory expansion technology that lets AI servers share and pool memory more efficiently. According to Morgan Stanley, the CXL memory controller (MXC) chip market is expected to more than double in size to $2.1 billion. Marvell’s Structera product line hit all three CXL categories that are expected to surge, and 75% of its total revenue is tied to data centers, cloud, and custom silicon. With a $165 billion market cap amid a seeming sea of trillion-dollar peers, it may see the most explosive growth.

Key Takeaway In short, AI’s next growth phase may depend less on adding more GPUs than on ensuring those processors never sit idle waiting for data. Morgan Stanley’s projection that memory spending could climb from 12% to 40% of cloud infrastructure investment by 2030 suggests one of the largest shifts in AI spending is only beginning.

Granted, memory has always been a cyclical business, and supply expansions can pressure pricing. That said, AI is creating structural demand for higher-value products like HBM and CXL-enabled memory systems that simply didn’t exist during previous cycles. 

Ultimately, investors looking beyond Nvidia should pay close attention to SK Hynix, Micron, and Marvell. As the AI memory wall grows taller, these companies may become some of the most important builders helping the industry climb over it.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Posted by Defense World Staff on Jul 19th, 2026

Allspring Global Investments Holdings LLC increased its stake in shares of Copart, Inc. (NASDAQ:CPRT – Free Report) by 4,135.0% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 1,809,924 shares of the business services provider’s stock after purchasing an additional 1,767,187 shares during the period. Allspring Global Investments Holdings LLC owned approximately 0.19% of Copart worth $59,764,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Lodestone Wealth Management LLC acquired a new stake in shares of Copart in the fourth quarter valued at $25,000. Cache Advisors LLC acquired a new position in Copart during the 1st quarter worth about $31,000. Aventura Private Wealth LLC purchased a new position in Copart during the 4th quarter valued at about $33,000. Reflection Asset Management purchased a new position in Copart during the 4th quarter valued at about $34,000. Finally, Board of the Pension Protection Fund acquired a new position in Copart in the 4th quarter valued at about $35,000. Hedge funds and other institutional investors own 85.78% of the company’s stock.

Copart Stock Performance CPRT opened at $27.61 on Friday. Copart, Inc. has a one year low of $27.23 and a one year high of $50.11. The company has a market cap of $25.56 billion, a P/E ratio of 17.15 and a beta of 1.02. The business’s 50-day simple moving average is $30.72 and its 200-day simple moving average is $34.48.

Copart (NASDAQ:CPRT – Get Free Report) last posted its earnings results on Thursday, May 21st. The business services provider reported $0.43 earnings per share for the quarter, topping the consensus estimate of $0.41 by $0.02. The firm had revenue of $1.24 billion during the quarter, compared to analysts’ expectations of $1.19 billion. Copart had a return on equity of 16.63% and a net margin of 33.48%.The firm’s revenue was up 2.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.42 earnings per share. As a group, analysts predict that Copart, Inc. will post 1.58 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades Several analysts have recently issued reports on the stock. Weiss Ratings cut shares of Copart from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, May 1st. Jefferies Financial Group set a $45.00 target price on shares of Copart in a research note on Friday, May 22nd. Freedom Capital upgraded shares of Copart to a “strong-buy” rating in a report on Friday, June 26th. Finally, Zacks Research raised shares of Copart from a “strong sell” rating to a “hold” rating in a research report on Monday, April 27th. Three equities research analysts have rated the stock with a Strong Buy rating, one has given a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $44.50.

Get Our Latest Stock Analysis on CPRT

Copart Profile (Free Report)

Copart (NASDAQ: CPRT) is a global provider of online vehicle auction and remarketing services, focused primarily on the sale of salvage and clean-title vehicles. The company operates a technology-driven auction platform that connects sellers — including insurance companies, vehicle finance firms, rental car companies, dealerships and fleet owners — with a broad buyer base consisting of vehicle dismantlers, recyclers, rebuilders and retail buyers. Copart’s business model centers on efficient vehicle disposition using digital bidding and logistics services to maximize recovery value for its clients.

Core services include hosting live and timed online auctions, vehicle listing and inspection support, title processing, and transportation and storage solutions.

Featured Articles Five stocks we like better than Copart Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Want to see what other hedge funds are holding CPRT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Copart, Inc. (NASDAQ:CPRT – Free Report).

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« PREVIOUS HEADLINEDr. Reddy’s Laboratories Ltd $RDY Holdings Lifted by Bessemer Group Inc.

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Bank of New York Mellon Corp trimmed its holdings in PulteGroup, Inc. (NYSE:PHM – Free Report) by 6.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,469,176 shares of the construction company’s stock after selling 100,963 shares during the quarter. Bank of New York Mellon Corp owned 0.77% of PulteGroup worth $172,790,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of PHM. Focus Partners Wealth lifted its holdings in shares of PulteGroup by 20.5% during the 1st quarter. Focus Partners Wealth now owns 12,517 shares of the construction company’s stock worth $1,287,000 after acquiring an additional 2,128 shares during the period. EverSource Wealth Advisors LLC raised its position in PulteGroup by 197.1% in the second quarter. EverSource Wealth Advisors LLC now owns 1,212 shares of the construction company’s stock worth $128,000 after purchasing an additional 804 shares in the last quarter. Guggenheim Capital LLC raised its position in PulteGroup by 12.9% in the second quarter. Guggenheim Capital LLC now owns 8,519 shares of the construction company’s stock worth $898,000 after purchasing an additional 975 shares in the last quarter. Baird Financial Group Inc. lifted its stake in PulteGroup by 8.0% during the second quarter. Baird Financial Group Inc. now owns 29,060 shares of the construction company’s stock worth $3,065,000 after purchasing an additional 2,164 shares during the period. Finally, Cerity Partners LLC lifted its stake in PulteGroup by 17.6% during the second quarter. Cerity Partners LLC now owns 41,677 shares of the construction company’s stock worth $4,395,000 after purchasing an additional 6,240 shares during the period. Institutional investors and hedge funds own 89.90% of the company’s stock.

PulteGroup Stock Down 2.4% Shares of NYSE PHM opened at $125.92 on Friday. PulteGroup, Inc. has a 12-month low of $107.91 and a 12-month high of $144.49. The firm’s 50-day simple moving average is $122.92 and its 200 day simple moving average is $124.99. The company has a quick ratio of 0.94, a current ratio of 0.94 and a debt-to-equity ratio of 0.14. The company has a market cap of $23.99 billion, a price-to-earnings ratio of 12.18, a price-to-earnings-growth ratio of 1.61 and a beta of 1.18.

PulteGroup (NYSE:PHM – Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The construction company reported $1.79 earnings per share for the quarter, missing the consensus estimate of $1.80 by ($0.01). PulteGroup had a net margin of 12.14% and a return on equity of 16.41%. The company had revenue of $3.41 billion during the quarter, compared to analyst estimates of $3.40 billion. During the same quarter in the previous year, the business posted $2.57 EPS. The company’s revenue was down 12.4% compared to the same quarter last year. On average, research analysts expect that PulteGroup, Inc. will post 9.95 earnings per share for the current fiscal year.

PulteGroup Announces Dividend The business also recently declared a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Tuesday, June 16th were issued a $0.26 dividend. The ex-dividend date of this dividend was Tuesday, June 16th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.8%. PulteGroup’s dividend payout ratio (DPR) is currently 10.06%.

PulteGroup declared that its board has initiated a stock repurchase plan on Thursday, April 23rd that permits the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization permits the construction company to reacquire up to 6.1% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Wall Street Analyst Weigh In Several equities research analysts have recently weighed in on the company. UBS Group upped their price objective on PulteGroup from $159.00 to $162.00 and gave the company a “buy” rating in a research note on Friday, April 24th. Barclays raised their price objective on shares of PulteGroup from $112.00 to $123.00 and gave the stock an “equal weight” rating in a report on Tuesday. Evercore boosted their target price on PulteGroup from $146.00 to $151.00 and gave the stock an “outperform” rating in a report on Friday, April 24th. Oppenheimer reissued an “outperform” rating on shares of PulteGroup in a report on Tuesday, May 26th. Finally, Weiss Ratings lowered PulteGroup from a “buy (b-)” rating to a “hold (c)” rating in a research report on Monday, April 27th. Ten research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $142.21.

Get Our Latest Report on PulteGroup

Insider Buying and Selling In related news, Director Lila Snyder sold 3,339 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $117.18, for a total value of $391,264.02. Following the completion of the transaction, the director owned 3,540 shares in the company, valued at $414,817.20. The trade was a 48.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, COO Matthew William Koart sold 7,457 shares of the company’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $120.00, for a total value of $894,840.00. Following the transaction, the chief operating officer directly owned 28,100 shares in the company, valued at approximately $3,372,000. This represents a 20.97% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.75% of the company’s stock.

About PulteGroup (Free Report)

PulteGroup, Inc (NYSE: PHM) is a U.S.-based residential homebuilder that designs, constructs and sells single-family homes and develops master-planned communities. The company operates multiple national and regional brands that target different buyer segments, including first-time buyers, move-up buyers and active-adult customers. Its operations encompass land acquisition and development, home design and construction, community amenities and ongoing customer service and warranty programs.

PulteGroup markets homes under several well-known brands, such as Pulte Homes, Centex and Del Webb, among others, offering a range of product types from entry-level detached homes to larger, higher-end residences and age-restricted active-adult communities.

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Posted by Defense World Staff on Jul 19th, 2026

D.A. Davidson & CO. increased its holdings in shares of Labcorp Holdings Inc. (NYSE:LH – Free Report) by 17.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,575 shares of the medical research company’s stock after acquiring an additional 2,824 shares during the quarter. D.A. Davidson & CO.’s holdings in Labcorp were worth $4,956,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Thurston Springer Miller Herd & Titak Inc. bought a new position in shares of Labcorp during the fourth quarter valued at approximately $26,000. Hilton Head Capital Partners LLC bought a new stake in shares of Labcorp in the 4th quarter worth approximately $27,000. JPL Wealth Management LLC bought a new stake in shares of Labcorp in the 3rd quarter worth approximately $28,000. Eagle Bay Advisors LLC acquired a new position in Labcorp during the 4th quarter valued at approximately $29,000. Finally, DV Equities LLC acquired a new position in Labcorp during the 4th quarter valued at approximately $29,000. Institutional investors own 95.94% of the company’s stock.

Labcorp Stock Performance Shares of NYSE LH opened at $283.63 on Friday. Labcorp Holdings Inc. has a 12-month low of $241.81 and a 12-month high of $293.72. The company has a market cap of $23.26 billion, a PE ratio of 25.12, a P/E/G ratio of 1.88 and a beta of 0.89. The stock has a 50 day simple moving average of $266.22 and a 200-day simple moving average of $267.91. The company has a current ratio of 1.73, a quick ratio of 1.54 and a debt-to-equity ratio of 0.68.

Labcorp (NYSE:LH – Get Free Report) last posted its earnings results on Thursday, April 30th. The medical research company reported $4.25 EPS for the quarter, beating the consensus estimate of $4.09 by $0.16. The firm had revenue of $3.54 billion for the quarter, compared to analysts’ expectations of $3.51 billion. Labcorp had a return on equity of 16.29% and a net margin of 6.66%.The firm’s revenue was up 5.8% compared to the same quarter last year. During the same period last year, the firm earned $3.84 EPS. Labcorp has set its FY 2026 guidance at 17.700-18.350 EPS. On average, equities research analysts forecast that Labcorp Holdings Inc. will post 18 EPS for the current year.

Labcorp Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Friday, September 11th. Stockholders of record on Friday, August 28th will be issued a dividend of $0.72 per share. This represents a $2.88 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, August 28th. Labcorp’s dividend payout ratio (DPR) is 25.51%.

Wall Street Analysts Forecast Growth A number of brokerages recently commented on LH. Robert W. Baird upped their price objective on Labcorp from $335.00 to $338.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Evercore reissued an “outperform” rating and set a $300.00 price target on shares of Labcorp in a report on Wednesday, April 8th. Bank of America upped their price target on shares of Labcorp from $300.00 to $320.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. Wall Street Zen upgraded shares of Labcorp from a “hold” rating to a “buy” rating in a research report on Sunday, July 12th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Labcorp in a report on Friday, May 8th. Nine research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $314.40.

Check Out Our Latest Research Report on LH

Insider Activity In related news, EVP Kathryn W. Kyle sold 762 shares of Labcorp stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $263.89, for a total transaction of $201,084.18. Following the sale, the executive vice president directly owned 3,813 shares in the company, valued at $1,006,212.57. The trade was a 16.66% decrease in their ownership of the stock. The sale was disclosed in a document filed 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 Adam H. Schechter sold 5,903 shares of the company’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $254.50, for a total transaction of $1,502,313.50. Following the completion of the sale, the chief executive officer directly owned 107,234 shares of the company’s stock, valued at $27,291,053. The trade was a 5.22% 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. Over the last ninety days, insiders have sold 6,991 shares of company stock valued at $1,796,696. Company insiders own 0.84% of the company’s stock.

Labcorp Company Profile (Free Report)

Laboratory Corporation of America Holdings, commonly known as Labcorp (NYSE: LH), is a global life sciences company that provides comprehensive clinical laboratory and drug development services. The company operates a broad network of laboratories, patient service centers and specialty testing sites to deliver diagnostic information and testing solutions that support patient care, clinical decision-making and population health initiatives.

Labcorp’s core businesses encompass clinical laboratory testing and pharmaceutical development services.

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New York, New York--(Newsfile Corp. - July 19, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of AeroVironment, Inc. (NASDAQ: AVAV) between June 25, 2025 and March 10, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.

SO WHAT: If you purchased AeroVironment securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the AeroVironment class action, go to https://rosenlegal.com/cases/aerovironment-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the U.S. Space Force's Satellite Communication Augmentation Resources ("SCAR") program and the U.S. Space Force's ongoing efforts to modernize the Satellite Control Network ("SCN"); (2) accordingly, defendants overstated AeroVironment's business and financial prospects; and (3) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the AeroVironment class action, go to https://rosenlegal.com/cases/aerovironment-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

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Posted by Defense World Staff on Jul 19th, 2026

Arjuna Capital grew its stake in shares of Donaldson Company, Inc. (NYSE:DCI – Free Report) by 38.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 41,600 shares of the industrial products company’s stock after purchasing an additional 11,655 shares during the quarter. Donaldson makes up 0.9% of Arjuna Capital’s portfolio, making the stock its 28th largest holding. Arjuna Capital’s holdings in Donaldson were worth $3,531,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. California Public Employees Retirement System grew its stake in Donaldson by 15.3% during the 1st quarter. California Public Employees Retirement System now owns 261,558 shares of the industrial products company’s stock worth $22,198,000 after buying an additional 34,757 shares during the last quarter. Gallacher Capital Management LLC bought a new stake in Donaldson in the first quarter valued at $218,000. Bessemer Group Inc. boosted its holdings in shares of Donaldson by 8.9% during the first quarter. Bessemer Group Inc. now owns 1,707 shares of the industrial products company’s stock valued at $145,000 after acquiring an additional 139 shares during the period. Bank of New York Mellon Corp boosted its holdings in shares of Donaldson by 0.8% during the first quarter. Bank of New York Mellon Corp now owns 1,222,704 shares of the industrial products company’s stock valued at $103,771,000 after acquiring an additional 9,451 shares during the period. Finally, Illinois Municipal Retirement Fund grew its position in shares of Donaldson by 32.8% during the first quarter. Illinois Municipal Retirement Fund now owns 52,415 shares of the industrial products company’s stock worth $4,448,000 after acquiring an additional 12,942 shares during the last quarter. 82.81% of the stock is currently owned by institutional investors and hedge funds.

Donaldson Price Performance Shares of NYSE:DCI opened at $90.27 on Friday. Donaldson Company, Inc. has a 12 month low of $69.58 and a 12 month high of $112.84. The stock has a market cap of $10.46 billion, a price-to-earnings ratio of 24.27, a PEG ratio of 2.28 and a beta of 0.93. The stock’s 50 day moving average price is $86.03 and its 200 day moving average price is $91.18. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.35 and a quick ratio of 1.55.

Donaldson (NYSE:DCI – Get Free Report) last issued its quarterly earnings results on Tuesday, June 2nd. The industrial products company reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.05 by $0.01. Donaldson had a return on equity of 29.17% and a net margin of 11.52%.The firm had revenue of $995.10 million during the quarter, compared to analyst estimates of $973.65 million. During the same period last year, the company posted $0.99 EPS. The firm’s quarterly revenue was up 5.9% on a year-over-year basis. Donaldson has set its FY 2026 guidance at 3.940-4.010 EPS. Equities research analysts anticipate that Donaldson Company, Inc. will post 3.96 earnings per share for the current fiscal year.

Donaldson Increases Dividend The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Monday, June 15th were issued a dividend of $0.32 per share. The ex-dividend date of this dividend was Monday, June 15th. This is an increase from Donaldson’s previous quarterly dividend of $0.30. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. Donaldson’s dividend payout ratio is presently 34.41%.

Wall Street Analysts Forecast Growth DCI has been the topic of several recent research reports. Wells Fargo & Company set a $91.00 price objective on shares of Donaldson in a research report on Thursday, June 4th. Weiss Ratings upgraded shares of Donaldson from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, June 3rd. Stifel Nicolaus dropped their price target on shares of Donaldson from $96.00 to $91.00 and set a “hold” rating on the stock in a research note on Thursday, June 4th. Robert W. Baird reduced their price objective on Donaldson from $104.00 to $95.00 and set an “outperform” rating for the company in a research report on Monday, March 30th. Finally, Wall Street Zen raised Donaldson from a “hold” rating to a “buy” rating in a report on Sunday, July 12th. Three analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $97.83.

View Our Latest Research Report on Donaldson

Donaldson Company Profile (Free Report)

Donaldson Company, Inc (NYSE: DCI) is a global provider of filtration systems and replacement parts for a wide range of industries. The company develops and manufactures air, liquid and gas filtration solutions for engine and industrial applications, helping customers improve performance, lower emissions and extend equipment life. Donaldson’s product portfolio includes engine air intake filters, fuel filters, hydraulic filters, compressor filters, dust collection systems and gas turbine air intake systems.

Serving markets such as agriculture, construction, mining, power generation, aerospace and original equipment manufacturing, Donaldson operates through two primary business segments: Engine Products and Industrial Products.

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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Posted by Defense World Staff on Jul 19th, 2026

Bessemer Group Inc. reduced its stake in PJT Partners Inc. (NYSE:PJT – Free Report) by 12.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 100,908 shares of the financial services provider’s stock after selling 14,092 shares during the quarter. Bessemer Group Inc. owned 0.42% of PJT Partners worth $14,100,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of PJT. Allworth Financial LP lifted its holdings in shares of PJT Partners by 85.8% during the fourth quarter. Allworth Financial LP now owns 288 shares of the financial services provider’s stock worth $48,000 after purchasing an additional 133 shares during the period. State of Wyoming purchased a new position in PJT Partners in the 2nd quarter valued at $63,000. Kestra Advisory Services LLC acquired a new position in PJT Partners in the 4th quarter valued at $65,000. Exchange Traded Concepts LLC acquired a new stake in shares of PJT Partners in the 4th quarter worth $86,000. Finally, Caitong International Asset Management Co. Ltd lifted its stake in shares of PJT Partners by 2,338.1% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 512 shares of the financial services provider’s stock worth $86,000 after acquiring an additional 491 shares during the period. Institutional investors and hedge funds own 89.23% of the company’s stock.

PJT Partners Stock Down 0.5% NYSE:PJT opened at $166.33 on Friday. PJT Partners Inc. has a 52-week low of $127.73 and a 52-week high of $195.62. The stock has a fifty day simple moving average of $157.24 and a 200-day simple moving average of $156.94. The company has a market capitalization of $4.30 billion, a PE ratio of 24.25 and a beta of 0.85.

PJT Partners (NYSE:PJT – Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The financial services provider reported $1.54 EPS for the quarter, beating analysts’ consensus estimates of $1.51 by $0.03. PJT Partners had a net margin of 10.32% and a return on equity of 32.00%. The firm had revenue of $418.20 million for the quarter, compared to analysts’ expectations of $409.38 million. During the same period in the prior year, the company earned $1.05 EPS. The firm’s revenue was up 28.9% on a year-over-year basis. As a group, equities analysts anticipate that PJT Partners Inc. will post 7.5 earnings per share for the current year.

PJT Partners Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Wednesday, June 17th. Stockholders of record on Wednesday, June 3rd were given a $0.25 dividend. The ex-dividend date was Wednesday, June 3rd. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. PJT Partners’s dividend payout ratio is currently 14.58%.

Analyst Upgrades and Downgrades A number of equities research analysts have weighed in on PJT shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of PJT Partners in a report on Friday, May 29th. Keefe, Bruyette & Woods boosted their target price on shares of PJT Partners from $175.00 to $185.00 and gave the stock an “outperform” rating in a research report on Friday, July 10th. The Goldman Sachs Group raised shares of PJT Partners from a “neutral” rating to a “buy” rating and set a $170.00 price target on the stock in a research note on Wednesday, April 1st. UBS Group increased their price target on shares of PJT Partners from $160.00 to $162.00 and gave the company a “neutral” rating in a report on Wednesday, July 8th. Finally, Zacks Research upgraded shares of PJT Partners from a “strong sell” rating to a “hold” rating in a research note on Monday, June 29th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $175.33.

Get Our Latest Research Report on PJT

Insider Activity at PJT Partners In other news, General Counsel David Adam Travin sold 3,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $152.43, for a total transaction of $457,290.00. Following the completion of the transaction, the general counsel directly owned 2,052 shares of the company’s stock, valued at $312,786.36. This trade represents a 59.38% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Helen T. Meates sold 8,000 shares of PJT Partners stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $153.19, for a total value of $1,225,520.00. Following the transaction, the chief financial officer owned 58,466 shares of the company’s stock, valued at $8,956,406.54. This represents a 12.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 10.98% of the stock is owned by corporate insiders.

About PJT Partners (Free Report)

PJT Partners is a global advisory-focused investment bank that delivers strategic advisory, restructuring and special situations, and capital solutions to corporations, partnerships, and governments. The firm operates through three primary business segments: Strategic Advisory, which covers mergers and acquisitions, shareholder advisory, and capital markets advisory; Restructuring and Special Situations, which provides advice on debt and liability management, distressed mergers and acquisitions, and financial restructurings; and Park Hill, the firm’s dedicated capital-raising and secondary advisory business for private equity, real estate, hedge funds, and infrastructure.

The Strategic Advisory practice at PJT Partners assists clients with complex transactions such as cross-border mergers, spin-offs, divestitures, and takeover defenses, drawing on deep industry expertise and global reach.

See Also Five stocks we like better than PJT Partners Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Want to see what other hedge funds are holding PJT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for PJT Partners Inc. (NYSE:PJT – Free Report).

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Posted by Defense World Staff on Jul 19th, 2026

Bessemer Group Inc. raised its stake in Simpson Manufacturing Company, Inc. (NYSE:SSD – Free Report) by 2.1% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 181,480 shares of the construction company’s stock after buying an additional 3,666 shares during the period. Bessemer Group Inc. owned about 0.44% of Simpson Manufacturing worth $31,147,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in the stock. Smartleaf Asset Management LLC raised its stake in shares of Simpson Manufacturing by 33.7% during the fourth quarter. Smartleaf Asset Management LLC now owns 226 shares of the construction company’s stock valued at $37,000 after acquiring an additional 57 shares in the last quarter. Apollon Wealth Management LLC grew its stake in Simpson Manufacturing by 1.3% in the fourth quarter. Apollon Wealth Management LLC now owns 4,927 shares of the construction company’s stock worth $796,000 after purchasing an additional 62 shares in the last quarter. SkyView Investment Advisors LLC increased its holdings in Simpson Manufacturing by 0.6% during the 4th quarter. SkyView Investment Advisors LLC now owns 12,268 shares of the construction company’s stock worth $1,981,000 after purchasing an additional 77 shares during the period. Public Employees Retirement System of Ohio increased its holdings in Simpson Manufacturing by 0.4% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 25,293 shares of the construction company’s stock worth $4,236,000 after purchasing an additional 89 shares during the period. Finally, EverSource Wealth Advisors LLC increased its holdings in Simpson Manufacturing by 135.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 160 shares of the construction company’s stock worth $25,000 after purchasing an additional 92 shares during the period. 93.68% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth SSD has been the subject of several research reports. DA Davidson upped their target price on Simpson Manufacturing from $200.00 to $212.00 and gave the stock a “neutral” rating in a report on Tuesday, April 28th. Wall Street Zen lowered Simpson Manufacturing from a “buy” rating to a “hold” rating in a research note on Sunday, May 17th. Robert W. Baird lifted their price objective on Simpson Manufacturing from $216.00 to $220.00 and gave the company an “outperform” rating in a report on Tuesday, April 28th. Stifel Nicolaus upped their price objective on shares of Simpson Manufacturing from $205.00 to $217.00 and gave the stock a “buy” rating in a research note on Tuesday, April 28th. Finally, Weiss Ratings cut shares of Simpson Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, July 9th. Two investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $214.75.

Read Our Latest Analysis on Simpson Manufacturing

Simpson Manufacturing Stock Down 2.5% Simpson Manufacturing stock opened at $188.98 on Friday. Simpson Manufacturing Company, Inc. has a fifty-two week low of $156.32 and a fifty-two week high of $213.49. The company has a market cap of $7.77 billion, a PE ratio of 22.15 and a beta of 1.30. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.02 and a current ratio of 3.40. The business’s 50-day simple moving average is $191.90 and its two-hundred day simple moving average is $185.83.

Simpson Manufacturing (NYSE:SSD – Get Free Report) last issued its earnings results on Monday, April 27th. The construction company reported $2.13 EPS for the quarter, beating analysts’ consensus estimates of $1.84 by $0.29. Simpson Manufacturing had a return on equity of 17.72% and a net margin of 14.92%.The firm had revenue of $587.96 million for the quarter, compared to analyst estimates of $550.08 million. During the same quarter in the prior year, the firm earned $1.85 earnings per share. Simpson Manufacturing’s revenue for the quarter was up 9.1% on a year-over-year basis. Equities analysts anticipate that Simpson Manufacturing Company, Inc. will post 9.17 EPS for the current year.

Simpson Manufacturing Increases Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 23rd. Shareholders of record on Thursday, July 2nd will be paid a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a yield of 0.6%. The ex-dividend date is Thursday, July 2nd. This is a positive change from Simpson Manufacturing’s previous quarterly dividend of $0.29. Simpson Manufacturing’s dividend payout ratio (DPR) is presently 14.07%.

Simpson Manufacturing Profile (Free Report)

Simpson Manufacturing Co, Inc, through its Simpson Strong-Tie® brand, is a leading global supplier of structural building products. The company specializes in the design, testing, manufacture and supply of connectors, anchors, fasteners and lateral systems that enhance the safety and performance of wood, concrete and masonry structures. Its product portfolio also includes repair and strengthening systems, concrete reinforcement and high-performance adhesives used in residential, commercial and industrial construction projects.

Founded in 1956 by Barclay Simpson in Oakland, California, Simpson Manufacturing has grown from a single product business into a diversified manufacturer with worldwide operations.

Featured Articles Five stocks we like better than Simpson Manufacturing Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Want to see what other hedge funds are holding SSD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Simpson Manufacturing Company, Inc. (NYSE:SSD – Free Report).

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Posted by Defense World Staff on Jul 19th, 2026

Lattice Semiconductor Corporation (NASDAQ:LSCC – Get Free Report) has been assigned an average rating of “Moderate Buy” from the fifteen ratings firms that are currently covering the stock, Marketbeat reports. Two analysts have rated the stock with a hold rating and thirteen have issued a buy rating on the company. The average 12 month target price among analysts that have issued a report on the stock in the last year is $132.2857.

Several brokerages recently issued reports on LSCC. Deutsche Bank Aktiengesellschaft increased their price objective on Lattice Semiconductor from $150.00 to $175.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. Royal Bank Of Canada upped their target price on Lattice Semiconductor from $118.00 to $140.00 and gave the company an “outperform” rating in a report on Tuesday, May 5th. Wall Street Zen raised shares of Lattice Semiconductor from a “buy” rating to a “strong-buy” rating in a research report on Sunday, July 12th. Needham & Company LLC raised their price target on shares of Lattice Semiconductor from $110.00 to $140.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Finally, TD Cowen raised their price target on shares of Lattice Semiconductor from $145.00 to $165.00 and gave the stock a “buy” rating in a report on Monday, July 13th.

Get Our Latest Analysis on Lattice Semiconductor

Lattice Semiconductor Stock Up 0.6% Shares of NASDAQ:LSCC opened at $125.23 on Tuesday. The company’s fifty day moving average is $139.56 and its two-hundred day moving average is $110.74. The company has a market cap of $17.16 billion, a P/E ratio of 894.56, a price-to-earnings-growth ratio of 3.09 and a beta of 1.78. Lattice Semiconductor has a 12-month low of $46.43 and a 12-month high of $157.01.

Lattice Semiconductor (NASDAQ:LSCC – Get Free Report) last issued its earnings results on Monday, May 4th. The semiconductor company reported $0.41 EPS for the quarter, topping the consensus estimate of $0.36 by $0.05. Lattice Semiconductor had a return on equity of 8.48% and a net margin of 3.46%.The business had revenue of $170.90 million during the quarter, compared to analysts’ expectations of $164.93 million. During the same quarter last year, the firm posted $0.22 earnings per share. Lattice Semiconductor’s revenue was up 42.2% compared to the same quarter last year. Lattice Semiconductor has set its Q2 2026 guidance at 0.420-0.460 EPS. Equities research analysts anticipate that Lattice Semiconductor will post 1.02 earnings per share for the current year.

Insider Activity at Lattice Semiconductor In other news, SVP Tracy Ann Feanny sold 2,740 shares of the business’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $151.84, for a total transaction of $416,041.60. Following the transaction, the senior vice president directly owned 63,084 shares in the company, valued at $9,578,674.56. The trade was a 4.16% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Pravin Desale sold 2,039 shares of the company’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $142.89, for a total transaction of $291,352.71. Following the completion of the transaction, the senior vice president directly owned 73,519 shares in the company, valued at $10,505,129.91. This trade represents a 2.70% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 14,080 shares of company stock worth $2,045,078 in the last quarter. 0.62% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows A number of institutional investors and hedge funds have recently bought and sold shares of the company. Invesco Ltd. grew its position in Lattice Semiconductor by 177.3% in the third quarter. Invesco Ltd. now owns 6,076,616 shares of the semiconductor company’s stock worth $445,538,000 after acquiring an additional 3,885,482 shares in the last quarter. Bank of America Corp DE raised its holdings in shares of Lattice Semiconductor by 77.4% during the 2nd quarter. Bank of America Corp DE now owns 3,186,024 shares of the semiconductor company’s stock valued at $156,083,000 after purchasing an additional 1,390,109 shares in the last quarter. M&T Bank Corp bought a new position in shares of Lattice Semiconductor during the 4th quarter valued at $85,714,000. Norges Bank acquired a new stake in shares of Lattice Semiconductor in the 4th quarter valued at $73,826,000. Finally, William Blair Investment Management LLC lifted its stake in shares of Lattice Semiconductor by 52.5% in the 4th quarter. William Blair Investment Management LLC now owns 2,125,260 shares of the semiconductor company’s stock valued at $156,377,000 after purchasing an additional 731,568 shares during the last quarter. Hedge funds and other institutional investors own 98.08% of the company’s stock.

Lattice Semiconductor Company Profile (Get Free Report)

Lattice Semiconductor Corporation is a U.S.-based semiconductor company specializing in low-power, small-footprint programmable logic devices. The company’s product portfolio centers on field-programmable gate arrays (FPGAs), programmable logic devices (PLDs) and related intellectual property cores that enable customers to implement custom digital functions in applications where energy efficiency and compact size are critical. Lattice’s solutions are widely used to accelerate edge computing, support video and sensor interfaces, and provide flexible I/O connectivity across a variety of end markets.

The company offers a range of FPGA families, including the iCE40 series for ultra-low power mobile and consumer applications, the MachXO series for embedded control and security, and the ECP5 series for midrange performance in communications, industrial automation and automotive domains.

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Posted by Defense World Staff on Jul 19th, 2026

Copeland Capital Management LLC acquired a new stake in Ares Management Corporation (NYSE:ARES – Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 87,149 shares of the asset manager’s stock, valued at approximately $9,508,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in Ares Management by 20.2% in the fourth quarter. Vanguard Group Inc. now owns 26,050,425 shares of the asset manager’s stock valued at $4,210,530,000 after acquiring an additional 4,373,955 shares during the period. Norges Bank bought a new position in Ares Management during the fourth quarter worth about $396,165,000. Geode Capital Management LLC lifted its stake in Ares Management by 55.7% during the fourth quarter. Geode Capital Management LLC now owns 5,489,004 shares of the asset manager’s stock worth $883,716,000 after purchasing an additional 1,963,460 shares during the period. Massachusetts Financial Services Co. MA boosted its holdings in Ares Management by 26.3% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 5,705,599 shares of the asset manager’s stock valued at $922,196,000 after purchasing an additional 1,187,174 shares in the last quarter. Finally, River Road Asset Management LLC boosted its holdings in Ares Management by 40,652.1% during the fourth quarter. River Road Asset Management LLC now owns 807,300 shares of the asset manager’s stock valued at $130,484,000 after purchasing an additional 805,319 shares in the last quarter. 50.03% of the stock is owned by institutional investors.

Ares Management Stock Up 0.0% NYSE ARES opened at $125.44 on Friday. The stock has a market capitalization of $41.38 billion, a P/E ratio of 58.34, a price-to-earnings-growth ratio of 1.11 and a beta of 1.51. Ares Management Corporation has a 52 week low of $95.80 and a 52 week high of $195.26. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.23 and a current ratio of 0.23. The stock has a fifty day moving average of $123.76 and a 200-day moving average of $127.11.

Ares Management (NYSE:ARES – Get Free Report) last issued its quarterly earnings results on Friday, May 1st. The asset manager reported $1.24 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.32 by ($0.08). The firm had revenue of $1.40 billion for the quarter, compared to analyst estimates of $1.28 billion. Ares Management had a net margin of 10.54% and a return on equity of 22.14%. During the same period last year, the company earned $1.09 EPS. On average, equities research analysts forecast that Ares Management Corporation will post 5.99 EPS for the current year.

Ares Management Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Tuesday, June 16th were issued a dividend of $1.35 per share. This represents a $5.40 annualized dividend and a yield of 4.3%. The ex-dividend date of this dividend was Tuesday, June 16th. Ares Management’s payout ratio is currently 251.16%.

Analyst Upgrades and Downgrades A number of equities analysts have recently issued reports on ARES shares. Weiss Ratings reissued a “hold (c)” rating on shares of Ares Management in a report on Tuesday, May 26th. Morgan Stanley lowered their target price on shares of Ares Management from $178.00 to $163.00 and set an “equal weight” rating on the stock in a report on Tuesday, April 21st. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Ares Management in a report on Wednesday, April 29th. BMO Capital Markets raised their price objective on shares of Ares Management from $125.00 to $128.00 and gave the company a “market perform” rating in a research report on Monday, July 13th. Finally, Barclays dropped their target price on shares of Ares Management from $140.00 to $139.00 and set an “overweight” rating for the company in a research note on Thursday, July 9th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $159.13.

View Our Latest Research Report on ARES

Ares Management Profile (Free Report)

Ares Management Corporation (NYSE: ARES) is a global alternative asset manager that provides investment solutions across credit, private equity and real estate. The firm originates and manages capital across a range of strategies including direct lending, syndicated and special situations credit, private equity buyouts and growth investments, and real estate equity and debt. Ares serves institutional investors, insurance companies, pension funds, sovereign wealth funds, and high‑net‑worth clients through both commingled funds and bespoke managed account structures.

Within credit, Ares offers strategies spanning leveraged loans, structured credit, opportunistic and distressed debt, and specialty finance, with an emphasis on underwriting, portfolio construction and active asset management.

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Posted by Defense World Staff on Jul 19th, 2026

Construction Partners, Inc. (NASDAQ:ROAD – Get Free Report)’s stock price gapped up before the market opened on Friday . The stock had previously closed at $102.41, but opened at $105.76. Construction Partners shares last traded at $107.2560, with a volume of 577,150 shares changing hands.

Analyst Upgrades and Downgrades ROAD has been the topic of a number of recent analyst reports. Raymond James Financial decreased their target price on shares of Construction Partners from $161.00 to $150.00 and set a “strong-buy” rating on the stock in a research note on Wednesday. Zacks Research cut Construction Partners from a “strong-buy” rating to a “hold” rating in a report on Thursday. Robert W. Baird reduced their price target on shares of Construction Partners from $169.00 to $145.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 1st. Truist Financial assumed coverage on Construction Partners in a research note on Wednesday, June 3rd. They issued a “hold” rating and a $130.00 price objective for the company. Finally, B. Riley Financial raised shares of Construction Partners from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $117.00 to $135.00 in a research note on Thursday, April 2nd. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Construction Partners presently has a consensus rating of “Moderate Buy” and an average target price of $134.17.

Check Out Our Latest Report on Construction Partners

Construction Partners Price Performance The company has a market cap of $5.91 billion, a PE ratio of 45.82, a price-to-earnings-growth ratio of 0.88 and a beta of 0.88. The company has a quick ratio of 1.21, a current ratio of 1.53 and a debt-to-equity ratio of 1.75. The firm has a 50 day simple moving average of $113.53 and a 200-day simple moving average of $117.32.

Construction Partners (NASDAQ:ROAD – Get Free Report) last released its quarterly earnings results on Friday, May 8th. The company reported $0.18 EPS for the quarter, beating the consensus estimate of ($0.05) by $0.23. Construction Partners had a net margin of 3.90% and a return on equity of 15.22%. The business had revenue of $769.20 million during the quarter, compared to analyst estimates of $678.46 million. During the same period in the prior year, the firm posted $0.08 earnings per share. The company’s quarterly revenue was up 34.6% on a year-over-year basis. As a group, research analysts predict that Construction Partners, Inc. will post 2.91 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Construction Partners Large investors have recently made changes to their positions in the business. Wasatch Advisors LP boosted its position in shares of Construction Partners by 20.6% in the 2nd quarter. Wasatch Advisors LP now owns 1,008,474 shares of the company’s stock worth $119,776,000 after purchasing an additional 172,034 shares in the last quarter. Handelsbanken Fonder AB boosted its holdings in Construction Partners by 9.5% in the second quarter. Handelsbanken Fonder AB now owns 16,100 shares of the company’s stock worth $1,912,000 after acquiring an additional 1,400 shares in the last quarter. Revolve Wealth Partners LLC acquired a new position in shares of Construction Partners during the second quarter valued at about $302,000. Thurston Springer Miller Herd & Titak Inc. raised its position in shares of Construction Partners by 30.7% in the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 3,391 shares of the company’s stock valued at $403,000 after purchasing an additional 797 shares during the last quarter. Finally, GAMMA Investing LLC boosted its stake in Construction Partners by 29.5% in the 2nd quarter. GAMMA Investing LLC now owns 3,824 shares of the company’s stock worth $454,000 after purchasing an additional 872 shares in the last quarter. 94.83% of the stock is owned by institutional investors and hedge funds.

About Construction Partners (Get Free Report)

Construction Partners, Inc (NASDAQ: ROAD) is a specialty contractor and infrastructure solutions provider focused on road building, paving, site development and aggregate production. The company delivers a comprehensive suite of civil construction services, including roadway paving and milling, site grading and preparation, stormwater and utility installation, and full-scale asphalt plant operations. By integrating materials production with contracting capabilities, the firm aims to streamline project delivery and maintain quality control across its contracting and materials businesses.

At the heart of Construction Partners’ operations are its network of asphalt plants, quarries and aggregate production facilities.

See Also Five stocks we like better than Construction Partners Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs? The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story Why Intuitive Surgical’s Strong Quarter Still Spooked Investors Receive News & Ratings for Construction Partners Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Construction Partners and related companies with MarketBeat.com's FREE daily email newsletter.

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