Allworth Financial LP purchased a new stake in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 3,804 shares of the data storage provider’s stock, valued at approximately $8,649,000.
Other large investors have also recently made changes to their positions in the company. Greenspring Advisors LLC purchased a new position in shares of Sandisk during the second quarter valued at approximately $1,319,000. B. Metzler seel. Sohn & Co. AG purchased a new stake in Sandisk in the second quarter worth approximately $10,073,000. NFJ Investment Group LLC bought a new stake in Sandisk in the 2nd quarter worth approximately $20,179,000. Virtus Advisers LLC bought a new stake in Sandisk in the 2nd quarter worth approximately $164,000. Finally, Silvant Capital Management LLC bought a new stake in Sandisk in the 2nd quarter worth approximately $44,465,000.
Sandisk Stock Performance Shares of Sandisk stock opened at $1,600.62 on Friday. Sandisk Corporation has a one year low of $43.56 and a one year high of $2,354.39. The stock’s fifty day moving average is $1,663.24 and its 200 day moving average is $1,217.48. The stock has a market cap of $234.36 billion, a P/E ratio of 21.96, a P/E/G ratio of 0.16 and a beta of 5.20.
Sandisk (NASDAQ:SNDK – Get Free Report) last released its earnings results on Wednesday, August 5th. The data storage provider reported $39.25 earnings per share for the quarter, beating the consensus estimate of $33.28 by $5.97. Sandisk had a return on equity of 87.84% and a net margin of 56.47%.The company had revenue of $8.96 billion for the quarter. During the same quarter last year, the firm posted $0.29 earnings per share. Sandisk’s revenue for the quarter was up 371.6% on a year-over-year basis. Sandisk has set its Q1 2027 guidance at 44.000-46.000 EPS. Analysts predict that Sandisk Corporation will post 208.92 EPS for the current year. Sandisk declared that its board has authorized a share repurchase program on Wednesday, August 5th that allows the company to repurchase $14.00 billion in shares. This repurchase authorization allows the data storage provider to reacquire up to 6.6% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.
Insider Activity In other news, insider Bernard Shek sold 600 shares of Sandisk stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $1,162.16, for a total transaction of $697,296.00. Following the transaction, the insider directly owned 30,915 shares of the company’s stock, valued at $35,928,176.40. The trade was a 1.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alper Ilkbahar sold 2,000 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $1,756.58, for a total transaction of $3,513,160.00. Following the completion of the transaction, the executive vice president owned 52,677 shares of the company’s stock, valued at approximately $92,531,364.66. The trade was a 3.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 3,800 shares of company stock worth $6,504,856 in the last ninety days. Corporate insiders own 0.21% of the company’s stock.
Key Headlines Impacting Sandisk Here are the key news stories impacting Sandisk this week:
Positive Sentiment: Wall Street is increasingly focused on SanDisk’s long-term earnings potential. Rising AI-generated data is expected to drive demand for high-capacity NAND storage, while the company’s contract-based sales strategy could make results and margins more predictable than in past memory cycles. SanDisk’s long-term financial outlook is turning heads on Wall Street Positive Sentiment: Several analyses argue that AI infrastructure demand could support substantially higher earnings and potentially enable margins near 80%, challenging the view that SanDisk remains solely a commodity memory producer. From Commodity to Cash Machine? SanDisk Targets 80% Margins in AI Storage Boom Positive Sentiment: Market commentary remains bullish on SanDisk’s upside earnings potential despite weakness across memory stocks, with the broader thesis that every additional byte created by AI requires a storage destination. SanDisk Thesis: Every Byte AI Creates Needs A Home Neutral Sentiment: Technical traders are watching for a rebound toward the mid-$1,600s, with resistance near $1,696.50 and support around $1,485. This suggests elevated volatility rather than a clear change in fundamentals. What’s Going On With SanDisk Stock Thursday? Neutral Sentiment: Investor opinion is divided after the stock’s extraordinary 12-month advance; some hedge funds remain optimistic, while others are reducing exposure or taking profits. SanDisk Is Up 3,911% Over Twelve Months Negative Sentiment: Shares faced pressure alongside Micron and other memory companies as an Asian technology selloff highlighted continuing sector volatility. Why Are Micron and SanDisk Stocks Falling Today Negative Sentiment: Investors are questioning the durability of SanDisk’s record revenue because roughly two-thirds reportedly came from pricing, leaving results vulnerable if NAND prices weaken. SanDisk drops before OCP Korea Tech Day Negative Sentiment: Appaloosa, managed by David Tepper, exited its entire 281,250-share SanDisk position during the quarter in which the stock reached its recent high, adding profit-taking and valuation concerns. David Tepper Sold His Entire Sandisk Stake Analysts Set New Price Targets Several equities analysts have recently weighed in on the company. Susquehanna lowered their price target on Sandisk from $3,250.00 to $3,050.00 and set a “positive” rating on the stock in a report on Thursday, July 23rd. Bank of America lifted their price objective on Sandisk from $2,100.00 to $2,500.00 and gave the stock a “buy” rating in a report on Wednesday, July 1st. Mizuho set a $1,900.00 price objective on Sandisk in a research report on Friday, August 14th. New Street Research set a $3,000.00 target price on Sandisk in a report on Thursday, August 6th. Finally, Wells Fargo & Company raised their target price on Sandisk from $1,400.00 to $1,550.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 13th. Three research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Sandisk currently has a consensus rating of “Buy” and a consensus target price of $1,999.27.
Check Out Our Latest Stock Report on Sandisk
Sandisk Profile (Free Report)
SanDisk Corporation offers flash storage solutions. The Company designs, develops and manufactures data storage solutions in a range of form factors using flash memory, controller, firmware and software technologies. The Company operates through flash memory storage products segment. Its solutions include a range of solid state drives (SSD), embedded products, removable cards, universal serial bus (USB), drives, wireless media drives, digital media players, and wafers and components. It offers SSDs for client computing applications, which encompass desktop computers, notebook computers, tablets and other computing devices.
Recommended Stories Five stocks we like better than Sandisk 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Receive News & Ratings for Sandisk Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Sandisk and related companies with MarketBeat.com's FREE daily email newsletter.
Spot bitcoin exchange-traded funds (ETFs) in the United States attracted $606 million in new investments on August 20, up from $517 million just a day earlier, according to figures from analytics firm SoSoValue. Ether ETFs also saw strong demand, gathering $221 million on the same day, reflecting a surge of institutional interest following bitcoin’s recent price breakout.
Institutional inflows broaden across crypto fundsEvery major cryptocurrency-focused ETF listed registered net inflows, not just bitcoin and ether. Funds centered on XRP received $13 million, while Solana-focused ETFs picked up $15 million in new investments. The consecutive daily increase in flows suggests that institutional buyers are entering the market rather than simply responding to short-term trading dynamics.
These sizable inflows came on the heels of a sharp rally in bitcoin, which climbed from under $64,000 earlier in the week and surpassed the $72,000 level on Thursday. Observers speculated whether the rally was the result of new buying or driven mainly by the forced liquidation of short positions.
The pattern of accelerating daily inflows across all major crypto ETFs points to active institutional participation rather than just technical short pressure behind bitcoin’s price breakout.
Bitcoin price maintains strength after breakoutFollowing Thursday’s surge, bitcoin traded close to $75,500 on Friday, well above its earlier levels this week. The token posted one of its strongest multi-day rally stretches of the year, pushing above its previous resistance with momentum fueled by ETF demand.
However, rapid price rises can present near-term risks. Since the start of the week, bitcoin gained over $8,000, a pace that has historically led to pullbacks as the rally cools. Market analysts say watching ETF flows will be key to determining whether this breakout sustains or becomes a temporary spike.
If inflows into spot bitcoin ETFs remain strong in the coming week, market observers believe the cryptocurrency’s move above $72,000 could have a lasting foundation. However, a reduction in ETF demand may indicate the rally could lose steam and revert some of its recent gains.
AssetETF inflow (Aug. 20)Bitcoin$606 millionEther$221 millionXRP$13 millionSolana$15 millionSoSoValue, responsible for providing the ETF inflow data cited, is a digital asset analytics platform specializing in cryptocurrency fund movements. Their daily reports are widely used by analysts and institutional investors tracking the broader crypto investment landscape.
Mini dictionary: SoSoValue, a digital asset analytics provider that tracks and reports cryptocurrency ETF flows and other market metrics for institutional and retail investors.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Solana tento týden vzrostla o více než 19 % a testuje 200denní EMA na 89,28 USD. Spotové Solana ETF přilákaly ve čtvrtek čisté přílivy ve výši 14,60 milionu USD.
Solana extended its robust weekly rally this week, rising more than 19% as a combination of stronger liquidity expectations and heightened institutional demand continued to lift the broader cryptocurrency market.
Institutional inflows and Treasury buyback expansion support rallySOL reached an intraday high of $91.00 on Friday, trading near $90.90 and pushing toward a significant technical resistance zone that could shape the next direction of the rally.
The upward momentum in Solana’s price coincided with the US Treasury Department’s announcement to increase specific buyback operations. The department said it would boost the size of liquidity-support buybacks for longer-dated nominal coupon securities from $2 billion to at least $4 billion per operation, seeking to improve overall market liquidity.
This move appeared to ease liquidity concerns in traditional markets, encouraging investors to increase their risk exposure, including in major cryptocurrencies.
Solana gained over 10% on Wednesday, driven in part by a broader short squeeze across the crypto sector sparked by the Treasury decision.
The rally was sustained in subsequent sessions, with SOL briefly trading above $90 before confronting resistance at its 200-day exponential moving average (EMA).
Analysts note that institutional demand has continued to build during Solana’s recent advance. Data from CoinGlass showed that spot Solana ETFs attracted $14.60 million in net inflows on Thursday, the highest single-day total since late July. This marked the third consecutive day of positive flows into these products.
Sustained demand for Solana investment products may continue to underpin the token’s recovery, especially if institutional buyers expand their investments. Any slowdown in ETF inflows, however, could limit momentum.
Spot Solana ETFs saw $14.60 million in net inflows, their strongest daily performance since July, signaling steady institutional demand and contributing to the ongoing rally around $90.90.
While traditional markets often depend on multiple intermediaries, the trend toward tokenizing real-world assets is gathering pace. Investors are increasingly turning to platforms such as 1stepSwap, where they can hold shares of major US companies, gold, and silver directly within crypto wallets. By leveraging automated price discovery and removing middlemen, these solutions further impact market liquidity and access.
SOL tests major resistance, technical signals mixedOn Friday, Solana traded around $90.90, just above the 200-day EMA at $89.28, a level widely followed as a long-term trend indicator and now acting as crucial resistance.
A firm close above the 200-day EMA could encourage further upside momentum, bringing the next resistance area near $96.19 into focus. Achieving this target from $89.14 would represent an additional gain of roughly 7.9%.
SOL remains well above its shorter-term moving averages, with the 50-day EMA at $76.91 and the 100-day EMA at $78.63, emphasizing the current bullish setup. Nonetheless, traders remain cautious as buying interest must overcome resistance at the 200-day EMA to push the rally further.
Some technical indicators suggest the recent rally could be overextended. The relative strength index (RSI) was near 79, indicating overbought conditions and raising the risk of a short-term pullback or price consolidation.
At the same time, the moving average convergence divergence (MACD) remains firmly positive, suggesting that bullish momentum has not yet faded.
If SOL holds above $89.28, technical support lies at the 100-day EMA ($78.63), a horizontal support zone near $77.07, and the 50-day EMA ($76.91). A sharper decline might see prices test an older rising trendline close to $74.38.
For now, market participants are closely monitoring whether Solana can establish a lasting move above its 200-day EMA. Such a break could bring the $96.19 resistance into play and determine the next phase for SOL’s price trajectory.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Stellar podle zprávy SDF za 2. čtvrtletí 2026 roste v počtu vývojářů, zatímco Ethereum, Solana i Base ve stejném období klesly. Růst táhnou hlavně Nigérie, Indie, Turecko a Brazílie.
Stellar Hits All-Time High as Rivals ContractStellar is bucking a broad retreat in blockchain developer activity. According to the Stellar Development Foundation's Q2 2026 report,
The contrast with competing networks is stark. Ethereum fell 58%, Solana dropped 68%, and Base saw monthly active developers decline 64% over the same period. This comes against a backdrop of widespread industry weakness.
Where the Growth Is Coming FromThe Stellar Development Foundation attributes the surge to a deliberate push into emerging markets and payments infrastructure. Growth is concentrated in Nigeria, India, Turkey, and Brazil, supported by programs, hackathons, and Stellar Community Fund rounds 42 and 43, which directed $5.5 million toward 55 companies.
The developer momentum sits alongside broader network milestones.
On reliability,
The figures reinforce the case that developer headcount is a leading indicator for network health and long-term adoption. Whether $XLM's price performance follows the developer curve remains to be seen, but the gap between Stellar's trajectory and its largest rivals has rarely been this wide.
Sources:
Stellar Development Foundation: Q2 2026 Report
CoinDesk: Crypto Developer Activity Falls to Multi-Year Low
Trumpova výzva ke schválení zákona o digitálních aktivech poslala jeho memecoiny na Solaně nahoru: Official Trump za dva dny +28 % a Official Melania +24 %.
President Donald Trump's push for new cryptocurrency legislation sent his family's Solana-based memecoins sharply higher this week, as broader crypto markets rallied on renewed optimism around U.S. digital asset regulation.
Memecoins Jump as Trump Calls for Clarity Act The Official Trump token (solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN) jumped 28% over two days to reach a $441 million market cap, while the Official Melania token (solana:FUAfBo2jgks6gB4Z4LfZkqSZgzNucisEHqnNebaRxM1P) gained 24%, reaching an $86 million market cap. The moves followed remarks Trump made at a White House gathering of top crypto industry executives.
President Trump pressed Congress to pass digital asset market structure legislation, a top industry priority, as he hosted cryptocurrency executives at the White House. The president called for "a fair version" of the Digital Asset Market Clarity Act, a bill that has been stuck in the U.S. Senate.
Several top crypto executives, including Coinbase CEO Brian Armstrong, Robinhood CEO Vlad Tenev, and Kraken co-CEO Arjun Sethi, along with Intercontinental Exchange CEO Jeffrey Sprecher, spoke alongside Trump at the event.
The Clarity Act aims to define which tokens qualify as securities versus commodities, and which agencies have oversight of the sector. Investors had started to view the bill as effectively dead for 2026 after the Senate left for its August recess without a vote, with negotiations still hung up over an ethics provision and other differences between Republicans and Democrats.
Bitcoin and Broader Markets Rally Bitcoin led a rally in major cryptocurrencies, inching back above $71,000 late on Wednesday after Trump hosted top crypto industry executives and called on Congress to pass the stalled legislation. Bitcoin has since climbed further, crossing $76,000 according to the original report. The price of Ether, the second most valuable token, rose more than 18% compared to Tuesday.
The Trump family memecoins have a history of reacting sharply to political catalysts. Earlier in 2026, the Melania token surged 50%, driven by anticipation around a Melania Trump documentary, demonstrating that political event catalysts can still move the token even at depressed levels. Both tokens nonetheless remain a fraction of their peak values. The $TRUMP token was an instant success at launch, catapulting to a $15 billion market valuation, but has since lost around 97% of that value.
The legislative backdrop remains uncertain. Trump urged lawmakers to pass a "fair version of the Clarity Act," a bill that crypto companies say would put them on solid legal ground, but which has stalled in the Senate with little time left on the congressional calendar.
Sources:
Bloomberg: Trump Asks Congress to Pass Crypto Bill Alongside Executives
Forbes: Bitcoin Soars Above $70,000 After Trump Calls For Passage Of Crypto Bill
CoinDesk: Trump Pushes Congress to Move on Clarity Act During White House Crypto Event
Shinhan Asset Management spouští pilotní tokenizovaný fond denominovaný v korejských wonech (KRW) na blockchainu Solana a kopíruje strukturu BlackRockova BUIDL. Projekt je zaměřen na ultra-krátkodobé dluhopisy a je zatím v testu pro offshore institucionální investory.
Cover image via depositphotos.com Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
South Korean financial giant Shinhan Asset Management has announced the development of a pilot tokenized fund denominated in Korean won (KRW) on the Solana blockchain. The product, focused on ultra-short-term bonds for offshore institutional investors, fully replicates the structure of BlackRock's BUIDL fund — the largest player in the real-world asset (RWA) sector.
To launch the project, Shinhan signed a four-party agreement with the Solana Foundation, fintech platform Etherfuse and decentralized exchange Orca. As part of the proof of concept (PoC), the partners are testing the entire operational cycle, from customer verification (KYC) and anti-money laundering (AML) procedures to foreign exchange compliance.
You Might Also Like
HOT Stories
Orca's role in this chain will be to provide on-chain liquidity for asset conversions, fully replicating the institutional standards embedded in BlackRock's business model.
Solana was selected because of its current position in the tokenization market. The network ranks third globally by the value of distributed RWA assets, with $3.86 billion, and leads by the number of launched projects, with 2,678 compared with Ethereum's 2,268. Meanwhile, the market capitalization of stablecoins on the network exceeds $15.9 billion.
Top 10 blockchain networks ranked by Real World Asset distributed value, Source: RWA.xyzShinhan is deploying its product within an ecosystem where BlackRock's architecture has already proven effective in practice. The BlackRock USD Institutional Digital Liquidity Fund operates on Solana with $695 million in assets, making it the network's undisputed leader.
Other major players rely on the same proven blockchain infrastructure blueprint, including the Janus Henderson AAA CLO Fund with $201.7 million, Ondo U.S. Dollar Yield with $179.3 million and the State Street Galaxy OnChain Liquidity Sweep Fund with $161 million.
Why the Korean won is moving offshore on SolanaAccording to Shinhan CEO Lee Seok-won, the company aims to become a leading issuer of won-denominated digital products.
All fund operations are currently being conducted offshore and are limited to technical validation. This is due to the regulatory timeline: official rules for security token offerings (STOs) will not take effect in South Korea until February 2027.
You Might Also Like
While the market awaits regulatory changes, Shinhan is building a fully operational infrastructure ahead of the opening of domestic trading.
Against the backdrop of BCG's forecast that the global RWA market will grow from its current $36 billion to $30 trillion by 2030, the adoption of successful Western models makes Solana a leading contender for integration with Korean capital.
PUMP za 30 dní posílil o 98 % a jeho růst táhne pozitivní smyčka příjmů, zpětných odkupů a návratu uživatelů na Pump.fun. Platforma za posledních 30 dní vygenerovala tržby 29,19 milionu USD a 50 % příjmů používá na nákup a spalování PUMP.
PUMP has been rallying steadily since hitting a low of $0.001 at the end of June. It gained roughly 19% in the past 24 hours, approaching $0.004; 36% over seven days, 98% in 30 days, and around 116% over 90 days. The broader crypto market has warmed up in recent days, with Bitcoin briefly breaking above $79,000. Some meme coins like PEOPLE, NEIRO, and BOME topped Binance’s gainers list, aligning with the common pattern of “market recovery first, meme coins leading.” However, PUMP’s rally started significantly earlier than the current market upswing, launching roughly two months ahead of this cycle. The strong price movement is driven by its fundamentals: Pump.fun is forming a positive feedback loop of “revenue – buybacks – traffic.” On-chain data shows the platform’s fees totaled around $38.15 million over the past 30 days, with revenue of $29.19 million—second only to Tether, Circle, and Canton, and surpassing protocols like Hyperliquid, Polymarket, GMGN, and Tron. The window where the golden cross appeared coincided with a reacceleration in revenue, ongoing PUMP buybacks and burns, and a return of trading users to the platform. Pump.fun allocates 50% of its revenue to buy and burn PUMP tokens. Recent weekly fee revenue has exceeded $10 million—one of the strongest levels since January—translating to potential buyback pressure of around $5 million. The platform recently launched Callout Rewards, cut Solana trading fees to 0% and cross-chain fees to 0.1%, using its revenue advantage to subsidize traffic and compete for users with entry products like GMGN and Fomo. If weekly and daily active trading users continue to hit new highs, PUMP’s market narrative could shift from a pure “meme platform token” to more of a “trading entry with strong cash flow.” Overall, this rally is driven by both technical signals and fundamental positive feedback, with revenue scale and the buyback mechanism serving as core supporting factors.
JPMorgan zvýšil podíl v BlackRock iShares Bitcoin Trust na zhruba 355,7 milionu USD a nově přidal pozici v Bitwise Solana Staking ETF. Podíl v iShares Ethereum Trust vzrostl více než čtyřnásobně a banka se vrátila k XRP přes Bitwise XRP ETF, Grayscale XRP Trust ETF a podíl v Armada Acquisition Corp II.
JPMorgan Chase grew its position in BlackRock’s iShares Bitcoin Trust to roughly 10.4 million shares, worth about $355.7 million as of June 30, according to the bank’s second-quarter 13F filing with the SEC, filed Aug. 12. That is up from about 8.3 million shares, valued near $162 million, the prior quarter.
The crypto positions remain a small fraction of JPMorgan’s total reportable holdings, which the same filing pegs at $1.807 trillion across more than 34,000 positions, but the direction of travel points to deeper exposure to regulated crypto products.
Ether and altcoin exposure JPMorgan’s stake in BlackRock’s iShares Ethereum Trust rose more than fourfold to about 1.17 million shares, valued near $14.3 million, up 338% from the first quarter. The bank also established a new position in the Bitwise Solana Staking ETF of roughly 47,500 shares.
The filing showed a return to XRP after the bank had exited the asset entirely in Q1. The new exposure is small, spread across the Bitwise XRP ETF, the Grayscale XRP Trust ETF and a stake in Armada Acquisition Corp II, a blank-check company pursuing a deal tied to the Ripple ecosystem.
The bitcoin position still exceeds the ether stake by a wide margin, and the XRP holdings are nominal in dollar terms, but the return to the asset after a zero position is the more notable signal in the filing.
Context: institutions via ETFs 13F filings offer a quarterly snapshot of institutional holdings of U.S.-listed equities and ETFs, and banks’ crypto exposure through these vehicles reflects client-driven demand for regulated access rather than a direct endorsement of the underlying tokens. The holdings can shift between quarters as client flows and market conditions change.
What to watch next JPMorgan’s next 13F, due in mid-November, will show whether the bank continued adding to its bitcoin, ether, XRP and solana positions through the third quarter or pared back after Q2’s build-up. The filing arrives as spot bitcoin ETFs have seen volatile flows, making the bank’s positioning a useful signal of institutional sentiment. Morgan Stanley also increased its crypto ETF holdings in the same reporting period, underscoring a broader trend among large banks.
AUTHOR
Entrepreneur and freelance writer based in Nakuru, Kenya. I cover cryptocurrency, the Blockchain technology, and financial topics. It’s my joy to transform the simplest phrases in a way they reach a reader’s heart to help them discover how crypto is disrupting the world as we have known it. I believe in transforming the world, one word at a time.
Solana vzrostla o 5 % na 91,28 USD po nejsilnějších čistých přílivech do amerických spotových Solana ETF za tři týdny, které činily 14,59 milionu USD. SOL se tak dostal zpět nad 90 USD poprvé za více než 3 měsíce.
Solana price climbed 5% to $91.28 on Friday, extending its four-day advance to roughly 21% in active trading. SOL is back above $90 for the first time in over 3 months.
The gain came after the strongest net inflows into U.S. spot Solana ETFs in three weeks, of 14.59 million.
SOL was supported by ETF demand because enhancing market liquidity prompted investors to make more exposure to major cryptocurrencies. Crypto market sentiment enters greed territory as the Fear & Greed Index rises above 72, its highest level since July 2025.
CMC data Broader Crypto Rally Strengthens Solana Price Momentum The wider crypto market rose 6.8% to $2.6 trillion overall during the same period.
Bitcoin price increased by 8.49% to hit a high of $79,500, and Ethereum price retained its position of above $2,400 after its recent surge.
The mood changed when the U.S. Treasury doubled long-term bond buybacks, which would inject liquidity.
🚀 Bitcoin hit $79,500, up nearly 10% in 24h after the US Treasury doubled its long-term bond buybacks and Trump rallied crypto execs at the White House to push the CLARITY Act.
Notably, tokenized assets led trading volume growth even though traditional markets were quiet last… pic.twitter.com/4J5RZS9LBk
— CryptoRank.io (@CryptoRank_io) August 21, 2026
The resurgence in the CLARITY Act also intensified hopes of more transparent regulations on cryptocurrency in the United States.
Favorable trends within the ecosystem of Solana offered more fuel, and the token outperformed some huge competitors in the market.
Nevertheless, the future step of SOL can be conditional upon further demand of ETF and the ability of the wider market to maintain its progress.
US Spot Solana ETFs Post Largest Daily Inflow in Three Weeks U.S. spot Solana ETFs had their largest net inflows in three weeks, which was $14.59 million inflows yesterday.
🚨JUST IN: U.S. spot Solana ETFs recorded $14.59 million in net inflows yesterday, their largest single day inflow in three weeks.
Grayscale’s GSOL led the products with $7.14 million, while Bitwise’s BSOL attracted $6.57 million. The VSOL by VanEck contributed almost $877,630 and the other listed funds had no new inflows.
Sosovalue data The funds recorded a day trading value of $75.52 million, which is an indication of an increased activity in Solana investment products. The total net assets stood at $1.06 billion or 2.08% of the market capitalization of Solana. Total inflows since launch are now almost $1.18 billion of funds available in the United States.
Solana Price Outlook: How High Can SOL Go? The latest SOL Price surged to $90.98, extending its strong four-hour advance within a rising channel.
The Relative Strength Index reached 89.62, throwing SOL into the overbought region.
The Chaikin Money Flow was also positive at 0.28, which showed that there was a high inflow of capital. Further increase in demand might lead to another rise.
Source: SOL/USDT 4-hour chart: TradingView Solana price reached $93.39 during the session before retreating from its intraday peak.
Further action might drive the future Solana price outlook to reach the next significant resistance zone of $95. A breakout will then be confirmed, which can open the way to $100.
Solana just posted $2.3 million in single-day revenue, marking its second-highest daily figure since September 2025. The milestone lands in mid-August 2026, a period where on-chain activity across the broader crypto market has been picking up steam.
What’s driving the revenue spike Daily chain-level fees for Solana have typically hovered in the $50K to $100K range. That means the bulk of any multi-million-dollar day comes from app revenue, which can peak near $6 million during periods of heavy usage.
For context, Solana’s ecosystem generated an estimated $2.85 billion in total revenue from October 2024 through September 2025. That works out to roughly $240 million per month on average, with the best months pushing close to $616 million. A $2.3 million day is strong but not wildly out of line with what the network has shown it can produce during peak activity windows.
The corporate Solana bet The Nasdaq-listed Solana Company, trading under the ticker HSDT, reported $2.526 million in Q2 2026 revenue, with $2.512 million of that coming directly from staking SOL holdings. The firm posted $6.1 million in total revenue for the first half of 2026, a significant jump from prior periods.
The Solana Company also completed its divestiture of legacy medical device operations during Q2, officially going all-in on blockchain infrastructure.
What to watch from here For SOL holders and Solana ecosystem participants, the revenue data provides a useful lens that cuts through price-chart noise. A chain generating nearly $3 billion annually in ecosystem revenue has fundamentally different prospects than one running on speculation alone.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Meta čelí soudu, který může nařídit odstranění „návykových“ prvků z Instagramu a Facebooku, včetně nekonečného scrollování a Stories. Verdikt by mohl zásadně změnit sociální sítě i reklamní model firmy.
This report is from this week's The Tech Download newsletter. Like what you see? You can subscribe here.
Meta says it faces a trillion-dollar penalty and damage to its advertising model. But the trial could go well beyond one company. It could make social media unrecognizable.
The states want the court to force Meta to remove "certain addictive design features" from its platforms, Instagram and Facebook. These include infinite scrolling, autoplaying videos, disappearing content such as Instagram Stories, beauty filters, and algorithm-dominated feeds.
During her opening statements on Tuesday, California's deputy attorney general, Megan O'Neill, said that Meta is choosing profit over safety, hiding the "reality" of under-13s on its platforms, and that its business model is to "hook the users, hold them for as long as they can, harvest their data, and then hide the truth from the public."
"This trial is potentially the end of social media as we know it," Kate Winick, a principal analyst at Forrester, said.
"Any verdict against Meta would set a massive precedent," Winick added. "These trials are often compared to the Big Tobacco lawsuits of the 90s, and the outcome will likely be analogous as well: the product is going to be harder for young people to access and the cultural message around social media is going to change."
And California Attorney General Rob Bonta said Meta is just the "first in line," as various U.S. state attorneys general take social-media companies to court over harms. There are pending lawsuits against YouTube and Snap too.
"Who goes first? Who goes last? Ideally, they all go at the same time," Bonta said. "That's not possible. In an ideal world, they would all commit to the same reforms and changes to all kids and keep them safe."
watch now
Meta and YouTube were already found negligent in a blockbuster social media addiction trial in Los Angeles in March, in which the plaintiff was a young woman who said she became addicted to their apps as a child. She said the platforms' design caused her severe body dysmorphia, depression and suicidal thoughts.
Winick predicted that other social media platforms like Snap, which has a younger user base, would likely make "preemptive changes" to align with any changes forced on Meta by the trial.
"It's unlikely that this will permanently kill the industry, but it will significantly reduce usage over the long term as young users fail to be introduced to the platforms," she added.
"The real existential threat to Meta and social media as an industry is if similar lawsuits follow from adults alleging the same problems and effects," Winick said.
News editOpenAI rolls out ChatGPT for Teens, a dedicated chatbot experience for users under 18 that has "stronger built-in safety protections."
Alibaba's AI spending spree drove a 75% drop in net income for the June quarter.
OpenAI's chief financial officer told employees that the company will go public by 2027 if not sooner.
Amazon plans to offer drone deliveries in nearly 500 U.S. cities and towns by the end of the year.
AI data center outrage is showing up everywhere from ads to elections, as the facilities have become a physical manifestation of the widespread antipathy for AI.
One more thingNvidia is playing matchmaker, trying to connect companies with its graphics processing units to data-center operators that have the capacity to deploy them in the Nordics, sources told CNBC's Kai Nicol-Schwarz.
It comes as the chip giant attempts to expand its influence over the AI ecosystem in the race to build out infrastructure.
Two sources familiar with the matter said Nvidia has offered to connect Nordic data center operators with companies using its GPUs that are seeking additional capacity.
Tesla v Číně svolá 2,98 milionu dovážených i místních Modelů 3, Y, S a X kvůli riziku, že nouzové mechanické kliky dveří půjde po nehodě obtížně najít. Oprava zahrnuje štítky a aktualizaci OTA.
Eleven carmakers, including Tesla (TSLA.O) and Xiaomi (1810.HK), launched software updates and vehicle recalls on Friday, the companies said, in China's largest-ever automotive recall campaign, as regulators tighten scrutiny of emergency door-release systems in EVs.
Most of the actions, classified as product recalls under Chinese regulations, address concerns that emergency mechanical door release handles may be difficult to locate or operate during emergencies.
Nine of the 11 automakers, including Tesla and Xiaomi, will install warning labels free of charge to identify the handles, while most will also deploy over-the-air (OTA) software updates.
The sweeping campaign comes as Beijing steps up oversight of the EV industry and introduces tougher safety requirements, as automakers roll out new technologies amid a fierce price war in the world's largest auto market.
Tesla would recall 2.98 million imported and China-made Model 3, Model Y, Model S and Model X vehicles from September 25, it told the State Administration for Market Regulation, according to the regulator's statement.
The U.S. automaker said mechanical emergency door-release handles may be difficult to identify following a severe collision and electrical system failure, potentially hindering occupants' escape or rescuers' access, the statement said.
Tesla's remedy includes warning labels and an OTA update that automatically lowers vehicle windows after a collision.
At least six car brands, including Tesla, Xiaomi, Leapmotor (9863.HK), Xpeng (9868.HK), Zeekr and Lynk & Co, announced their largest recalls on record on Friday, according to their filings to SAMR.
China is set to ban concealed or "hidden" door handles from 2027, becoming the first country to phase out a design popularised by Tesla and widely adopted by domestic EV makers.
The design, which allows doors to be opened using a key fob, smartphone or a press-operated mechanism, has attracted regulatory scrutiny in China and the United States over concerns that the handles may be difficult to access during emergencies.
Axxcess Wealth Management ve 2. čtvrtletí zvýšila podíl v CocaCola Company (The) o 7,2 % na 180 068 akcií. Coca-Cola zároveň oznámila zisk 0,97 USD na akcii a tržby 13,37 miliardy USD, obojí nad odhady.
Axxcess Wealth Management LLC lifted its position in CocaCola Company (The) (NYSE:KO – Free Report) by 7.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 180,068 shares of the company’s stock after acquiring an additional 12,068 shares during the period. Axxcess Wealth Management LLC’s holdings in CocaCola were worth $14,634,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in shares of CocaCola by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock worth $26,200,276,000 after purchasing an additional 5,886,352 shares during the period. State Street Corp boosted its position in CocaCola by 1.2% in the fourth quarter. State Street Corp now owns 167,850,330 shares of the company’s stock valued at $11,734,417,000 after buying an additional 1,992,327 shares during the last quarter. Geode Capital Management LLC increased its holdings in CocaCola by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock worth $6,273,037,000 after buying an additional 433,547 shares during the period. Norges Bank purchased a new position in CocaCola during the 4th quarter worth approximately $3,865,807,000. Finally, Bank of America Corp DE raised its position in CocaCola by 9.5% during the 1st quarter. Bank of America Corp DE now owns 44,018,963 shares of the company’s stock worth $3,347,642,000 after buying an additional 3,836,640 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.
Analyst Ratings Changes Several analysts have recently commented on KO shares. Bank of America upped their price objective on shares of CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a report on Friday, July 10th. UBS Group set a $104.00 target price on shares of CocaCola and gave the stock a “buy” rating in a report on Wednesday, July 29th. Sanford C. Bernstein restated a “market perform” rating and set a $93.00 target price on shares of CocaCola in a research report on Wednesday, July 29th. Seaport Research Partners set a $95.00 price target on shares of CocaCola in a report on Friday, August 14th. Finally, Piper Sandler upped their price target on shares of CocaCola from $88.00 to $95.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Fifteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $95.76.
Read Our Latest Stock Analysis on CocaCola CocaCola News Summary Here are the key news stories impacting CocaCola this week:
Positive Sentiment: Strong Q2 performance supports the stock. Coca-Cola reported adjusted earnings of $0.97 per share, exceeding the $0.93 analyst consensus, while revenue increased 6.2% year over year to $13.37 billion, ahead of expectations. The company maintained fiscal 2026 earnings guidance of $3.27-$3.30 per share. Reflecting on beverages, alcohol, and tobacco stocks’ Q2 earnings: Coca-Cola Positive Sentiment: Dividend reliability is attracting income-focused investors. Coverage highlights Coca-Cola’s status as a long-running “Dividend King,” with a decades-long record of annual dividend increases. Berkshire Hathaway, Warren Buffett’s investment company, receives approximately $848 million annually from its Coca-Cola holding, underscoring the scale and consistency of the payout. Does Coca-Cola pay dividends? Its yield and payout explained Dividend King pays Warren Buffett’s Berkshire $848 million each year Positive Sentiment: Momentum and defensive demand remain favorable. Coca-Cola recently moved above $90 and reached a new 52-week high, while reports say investors are seeking established blue-chip names. This supports the view that KO is benefiting from its defensive consumer-staples profile. Coca-Cola Stock Hits All-Time High as Investors Seek Out Blue-Chip Names Negative Sentiment: Valuation is a potential headwind. At roughly 28 times earnings and near its 52-week high, KO already reflects substantial optimism. Investors may require continued earnings growth and dividend support to justify additional gains. Coca-Cola Breaks $90 for the First Time CocaCola Stock Performance Shares of NYSE KO opened at $90.58 on Friday. The company’s fifty day moving average price is $84.11 and its 200 day moving average price is $80.30. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $91.87. The company has a market capitalization of $389.72 billion, a PE ratio of 27.20, a price-to-earnings-growth ratio of 3.15 and a beta of 0.33. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30.
CocaCola (NYSE:KO – Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The company had revenue of $13.37 billion during the quarter, compared to analysts’ expectations of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The firm’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, research analysts predict that CocaCola Company will post 3.29 earnings per share for the current year.
CocaCola Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be given a dividend of $0.53 per share. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.3%. CocaCola’s dividend payout ratio (DPR) is 63.66%.
Insider Transactions at CocaCola In related news, CFO John Murphy sold 152,483 shares of the company’s stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $87.31, for a total value of $13,313,290.73. Following the completion of the transaction, the chief financial officer owned 279,917 shares of the company’s stock, valued at approximately $24,439,553.27. This represents a 35.26% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 75,727 shares of the stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $89.65, for a total value of $6,788,925.55. Following the transaction, the insider owned 35,393 shares in the company, valued at $3,172,982.45. This represents a 68.15% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,433,535 shares of company stock worth $121,922,698 over the last quarter. Company insiders own 0.90% of the company’s stock.
About CocaCola (Free Report)
The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.
Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.
See Also Five stocks we like better than CocaCola 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KO – Free Report).
Receive News & Ratings for CocaCola Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for CocaCola and related companies with MarketBeat.com's FREE daily email newsletter.
Coca-Cola ve 2. čtvrtletí vykázala očištěný zisk 0,97 USD na akcii a tržby 13,37 miliardy USD, obojí nad odhady. Společnost zároveň potvrdila výhled zisku pro fiskální rok 2026.
Analyst IMS Investment Management Services Ltd. trimmed its holdings in CocaCola Company (The) (NYSE:KO – Free Report) by 64.0% in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 3,980 shares of the company’s stock after selling 7,073 shares during the quarter. Analyst IMS Investment Management Services Ltd.’s holdings in CocaCola were worth $323,000 at the end of the most recent reporting period.
Other hedge funds have also bought and sold shares of the company. Anfield Capital Management LLC raised its holdings in shares of CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after purchasing an additional 294 shares during the last quarter. Louisbourg Investments Inc. purchased a new stake in CocaCola during the 1st quarter valued at $25,000. Headlands Technologies LLC purchased a new stake in CocaCola during the 2nd quarter valued at $26,000. Evolution Wealth Management Inc. lifted its holdings in shares of CocaCola by 1,081.8% during the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after buying an additional 357 shares during the period. Finally, Bard Associates Inc. bought a new position in shares of CocaCola during the 4th quarter valued at $30,000. Hedge funds and other institutional investors own 70.26% of the company’s stock.
CocaCola News Roundup
Here are the key news stories impacting CocaCola this week:
Positive Sentiment: Strong Q2 performance supports the stock. Coca-Cola reported adjusted earnings of $0.97 per share, exceeding the $0.93 analyst consensus, while revenue increased 6.2% year over year to $13.37 billion, ahead of expectations. The company maintained fiscal 2026 earnings guidance of $3.27-$3.30 per share. Reflecting on beverages, alcohol, and tobacco stocks’ Q2 earnings: Coca-Cola
Positive Sentiment: Dividend reliability is attracting income-focused investors. Coverage highlights Coca-Cola’s status as a long-running “Dividend King,” with a decades-long record of annual dividend increases. Berkshire Hathaway, Warren Buffett’s investment company, receives approximately $848 million annually from its Coca-Cola holding, underscoring the scale and consistency of the payout. Does Coca-Cola pay dividends? Its yield and payout explained Dividend King pays Warren Buffett’s Berkshire $848 million each year
Positive Sentiment: Momentum and defensive demand remain favorable. Coca-Cola recently moved above $90 and reached a new 52-week high, while reports say investors are seeking established blue-chip names. This supports the view that KO is benefiting from its defensive consumer-staples profile. Coca-Cola Stock Hits All-Time High as Investors Seek Out Blue-Chip Names
Negative Sentiment: Valuation is a potential headwind. At roughly 28 times earnings and near its 52-week high, KO already reflects substantial optimism. Investors may require continued earnings growth and dividend support to justify additional gains. Coca-Cola Breaks $90 for the First Time
Wall Street Analyst Weigh In
Several analysts recently commented on the company. Piper Sandler lifted their price objective on CocaCola from $88.00 to $95.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Jefferies Financial Group raised their target price on CocaCola from $95.00 to $104.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Bank of America boosted their price target on CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a research note on Friday, July 10th. HSBC lowered shares of CocaCola from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 28th. Finally, Royal Bank Of Canada increased their price objective on shares of CocaCola from $87.00 to $96.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Fifteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, CocaCola has a consensus rating of “Moderate Buy” and an average target price of $95.76.
Get Our Latest Stock Analysis on KO
CocaCola Trading Up 0.3%
Shares of NYSE:KO opened at $90.58 on Friday. The stock has a 50 day moving average of $84.11 and a 200 day moving average of $80.30. The company has a market cap of $389.72 billion, a PE ratio of 27.20, a price-to-earnings-growth ratio of 3.15 and a beta of 0.33. CocaCola Company has a 12-month low of $65.35 and a 12-month high of $91.87. The company has a current ratio of 1.30, a quick ratio of 1.12 and a debt-to-equity ratio of 0.97.
CocaCola (NYSE:KO – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. The business had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The company’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. As a group, equities research analysts expect that CocaCola Company will post 3.29 EPS for the current year.
CocaCola Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be paid a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Tuesday, September 15th. CocaCola’s dividend payout ratio is presently 63.66%.
Insider Activity
In other news, CFO John Murphy sold 152,483 shares of the stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $87.31, for a total transaction of $13,313,290.73. Following the completion of the transaction, the chief financial officer directly owned 279,917 shares in the company, valued at approximately $24,439,553.27. This represents a 35.26% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 75,727 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $89.65, for a total value of $6,788,925.55. Following the completion of the sale, the insider directly owned 35,393 shares of the company’s stock, valued at $3,172,982.45. The trade was a 68.15% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 1,433,535 shares of company stock valued at $121,922,698 in the last three months. 0.90% of the stock is currently owned by insiders.
About CocaCola
(Free Report)
The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.
Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.
Recommended Stories
Five stocks we like better than CocaCola
3 Energy Stocks Raising Dividends as the Sector Surges
5 Reasons the S&P 500 Could Keep Rallying Through Year-End
Walmart’s Post-Earnings Drop Could Be a Buying Opportunity
The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KO – Free Report).
Receive News & Ratings for CocaCola Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for CocaCola and related companies with MarketBeat.com's FREE daily email newsletter.
Banco Santander S.A. increased its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 3.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,090,758 shares of the company’s stock after purchasing an additional 32,723 shares during the quarter. Banco Santander S.A.’s holdings in CocaCola were worth $88,646,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently bought and sold shares of KO. Harel Insurance Investments & Financial Services Ltd. lifted its position in CocaCola by 105.0% in the second quarter. Harel Insurance Investments & Financial Services Ltd. now owns 18,730 shares of the company’s stock valued at $1,519,000 after buying an additional 9,595 shares during the last quarter. Oregon Public Employees Retirement Fund increased its position in shares of CocaCola by 7.4% during the second quarter. Oregon Public Employees Retirement Fund now owns 476,094 shares of the company’s stock valued at $38,692,000 after acquiring an additional 32,800 shares during the last quarter. W.G. Shaheen & Associates DBA Whitney & Co raised its stake in shares of CocaCola by 0.6% in the 2nd quarter. W.G. Shaheen & Associates DBA Whitney & Co now owns 40,853 shares of the company’s stock valued at $3,320,000 after acquiring an additional 259 shares during the period. Axxcess Wealth Management LLC lifted its holdings in shares of CocaCola by 7.2% in the 2nd quarter. Axxcess Wealth Management LLC now owns 180,068 shares of the company’s stock worth $14,634,000 after acquiring an additional 12,068 shares during the last quarter. Finally, Paragon Private Wealth Management LLC lifted its holdings in shares of CocaCola by 1.4% in the 2nd quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company’s stock worth $709,000 after acquiring an additional 123 shares during the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades A number of equities research analysts have recently weighed in on KO shares. Barclays lifted their price objective on CocaCola from $91.00 to $93.00 and gave the company an “overweight” rating in a research note on Thursday, July 30th. The Goldman Sachs Group restated a “neutral” rating and set a $86.00 target price (up from $82.00) on shares of CocaCola in a report on Tuesday, July 28th. Morgan Stanley reaffirmed an “overweight” rating and issued a $100.00 target price (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. Bank of America boosted their price target on shares of CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Finally, Piper Sandler increased their price target on shares of CocaCola from $88.00 to $95.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Fifteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, CocaCola has an average rating of “Moderate Buy” and a consensus price target of $95.76.
View Our Latest Stock Analysis on CocaCola Key Headlines Impacting CocaCola Here are the key news stories impacting CocaCola this week:
Positive Sentiment: Strong Q2 performance supports the stock. Coca-Cola reported adjusted earnings of $0.97 per share, exceeding the $0.93 analyst consensus, while revenue increased 6.2% year over year to $13.37 billion, ahead of expectations. The company maintained fiscal 2026 earnings guidance of $3.27-$3.30 per share. Reflecting on beverages, alcohol, and tobacco stocks’ Q2 earnings: Coca-Cola Positive Sentiment: Dividend reliability is attracting income-focused investors. Coverage highlights Coca-Cola’s status as a long-running “Dividend King,” with a decades-long record of annual dividend increases. Berkshire Hathaway, Warren Buffett’s investment company, receives approximately $848 million annually from its Coca-Cola holding, underscoring the scale and consistency of the payout. Does Coca-Cola pay dividends? Its yield and payout explained Dividend King pays Warren Buffett’s Berkshire $848 million each year Positive Sentiment: Momentum and defensive demand remain favorable. Coca-Cola recently moved above $90 and reached a new 52-week high, while reports say investors are seeking established blue-chip names. This supports the view that KO is benefiting from its defensive consumer-staples profile. Coca-Cola Stock Hits All-Time High as Investors Seek Out Blue-Chip Names Negative Sentiment: Valuation is a potential headwind. At roughly 28 times earnings and near its 52-week high, KO already reflects substantial optimism. Investors may require continued earnings growth and dividend support to justify additional gains. Coca-Cola Breaks $90 for the First Time CocaCola Price Performance KO stock opened at $90.58 on Friday. The business’s 50-day moving average is $84.11 and its two-hundred day moving average is $80.30. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The firm has a market capitalization of $389.72 billion, a P/E ratio of 27.20, a P/E/G ratio of 3.15 and a beta of 0.33. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $91.87.
CocaCola (NYSE:KO – Get Free Report) last released its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The business’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Analysts anticipate that CocaCola Company will post 3.29 earnings per share for the current fiscal year.
CocaCola Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio is currently 63.66%.
Insider Buying and Selling at CocaCola In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of the company’s stock in a transaction on Monday, June 8th. The shares were sold at an average price of $79.46, for a total value of $7,946,000.00. Following the completion of the transaction, the executive vice president owned 181,384 shares in the company, valued at $14,412,772.64. This represents a 35.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 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. Also, insider Bruno Pietracci sold 75,727 shares of the company’s stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $89.65, for a total value of $6,788,925.55. Following the completion of the sale, the insider directly owned 35,393 shares of the company’s stock, valued at approximately $3,172,982.45. This trade represents a 68.15% 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. In the last quarter, insiders sold 1,433,535 shares of company stock worth $121,922,698. Corporate insiders own 0.90% of the company’s stock.
About CocaCola (Free Report)
The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.
Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.
Recommended Stories Five stocks we like better than CocaCola 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Receive News & Ratings for CocaCola Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for CocaCola and related companies with MarketBeat.com's FREE daily email newsletter.
Bell & Brown Wealth Advisors LLC bought a new position in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund bought 36,388 shares of the ride-sharing company’s stock, valued at approximately $2,626,000.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Measured Wealth Private Client Group LLC acquired a new stake in Uber Technologies during the 3rd quarter valued at approximately $25,000. Nalls Sherbakoff Group LLC bought a new stake in shares of Uber Technologies in the 4th quarter valued at $25,000. Osbon Capital Management LLC acquired a new stake in shares of Uber Technologies during the fourth quarter worth $25,000. Imprint Wealth LLC bought a new position in Uber Technologies during the third quarter worth $32,000. Finally, Lloyd Advisory Services LLC. acquired a new position in Uber Technologies in the fourth quarter valued at $27,000. Institutional investors and hedge funds own 80.24% of the company’s stock.
Uber Technologies Price Performance UBER stock opened at $78.61 on Friday. The company has a debt-to-equity ratio of 0.38, a current ratio of 0.84 and a quick ratio of 0.84. The company’s 50-day moving average is $72.86 and its 200-day moving average is $73.31. The stock has a market capitalization of $160.57 billion, a PE ratio of 17.28, a price-to-earnings-growth ratio of 6.29 and a beta of 1.13. Uber Technologies, Inc. has a 1 year low of $65.41 and a 1 year high of $101.99.
Uber Technologies (NYSE:UBER – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The ride-sharing company reported $0.81 earnings per share for the quarter, topping analysts’ consensus estimates of $0.80 by $0.01. The business had revenue of $14.19 billion for the quarter, compared to the consensus estimate of $14.24 billion. Uber Technologies had a return on equity of 43.36% and a net margin of 17.34%.The firm’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same period in the prior year, the business earned $0.60 EPS. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. Equities research analysts expect that Uber Technologies, Inc. will post 3.39 EPS for the current fiscal year. Key Stories Impacting Uber Technologies Here are the key news stories impacting Uber Technologies this week:
Positive Sentiment: Robotaxi expansion in Dubai: Uber launched Baidu’s fully driverless Apollo Go vehicles on its platform in Dubai, creating what the companies described as the first global multi-partner autonomous network. The initiative strengthens Uber’s role as the marketplace connecting riders, autonomous fleets and local operators, without requiring Uber to build the vehicles itself. Uber Launches Baidu’s Fully Driverless Apollo Go in Dubai Positive Sentiment: Autonomous rides reach Europe: Uber, Pony.ai and Verne began offering autonomous rides in Zagreb, Croatia—the first European city where riders can book a self-driving vehicle through Uber’s app. The launch expands Uber’s long-term opportunity to participate in AV economics while relying on partners for vehicle technology and operations. Uber launches autonomous rides in Zagreb Positive Sentiment: Analyst and media support: Commentary comparing Uber with Lyft highlighted Uber’s stronger bookings growth, diversification and AV partnerships. Jim Cramer also remained bullish on Uber as a long-term holding, adding to the favorable sentiment around the stock. UBER or LYFT: Which Player Is Better-Placed Post-Q2 Earnings Results? Neutral Sentiment: Portfolio rebalancing involving Aurora: Uber sold approximately $472 million of Aurora Innovation stock but continues to own more than 186 million shares. The sale provides liquidity and may realize gains, although it reduces Uber’s direct exposure to Aurora’s future upside. Uber Sells $472 Million of Aurora Stock Negative Sentiment: Long-term competitive risk: Tesla’s planned Cybercab rollout could pressure ride-hailing pricing and margins if autonomous vehicles reduce the cost of competing services. The risk is longer term, but it highlights potential disruption to Uber’s core marketplace economics. Tesla’s Cybercab Launch Could Reshape Margins for Uber and Lyft Wall Street Analyst Weigh In A number of brokerages have weighed in on UBER. Citizens Jmp reiterated a “market outperform” rating and set a $100.00 price target on shares of Uber Technologies in a report on Tuesday, April 28th. Mizuho set a $112.00 target price on Uber Technologies in a report on Thursday, August 6th. Sanford C. Bernstein dropped their price target on Uber Technologies from $110.00 to $95.00 and set an “outperform” rating on the stock in a research note on Thursday, August 6th. Citigroup restated a “market outperform” rating on shares of Uber Technologies in a report on Wednesday. Finally, Fox Advisors raised shares of Uber Technologies from a “hold” rating to an “outperform” rating in a research report on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, Uber Technologies has a consensus rating of “Moderate Buy” and a consensus price target of $104.25.
Check Out Our Latest Report on UBER
Uber Technologies Profile (Free Report)
Uber Technologies, Inc is a technology company that operates a global platform connecting riders, drivers, couriers, restaurants and shippers. Founded in 2009 by Garrett Camp and Travis Kalanick and headquartered in San Francisco, Uber developed one of the first large-scale ride-hailing marketplaces and has since expanded into a broader set of mobility and logistics services. The company completed its initial public offering in 2019 and continues to position its app-based network as a multi-modal transportation and delivery platform.
Uber’s principal businesses include mobility services (ride-hailing and shared rides), delivery through Uber Eats, and freight logistics via Uber Freight.
Featured Stories Five stocks we like better than Uber Technologies 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Receive News & Ratings for Uber Technologies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Uber Technologies and related companies with MarketBeat.com's FREE daily email newsletter.
Allworth Financial LP bought a new stake in shares of The Boeing Company (NYSE:BA – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 42,666 shares of the aircraft producer’s stock, valued at approximately $9,236,000.
Several other hedge funds have also made changes to their positions in BA. Measured Wealth Private Client Group LLC purchased a new stake in Boeing during the third quarter worth $25,000. Strive Financial Group LLC bought a new stake in Boeing during the 4th quarter valued at $25,000. Ares Financial Consulting LLC purchased a new position in shares of Boeing in the 4th quarter valued at $26,000. CrossGen Wealth LLC purchased a new position in shares of Boeing in the 4th quarter valued at $26,000. Finally, Strategic Wealth Advisors LLC bought a new position in shares of Boeing in the 4th quarter worth $27,000. 64.82% of the stock is currently owned by hedge funds and other institutional investors.
Boeing Stock Down 3.1% Boeing stock opened at $215.22 on Friday. The company has a debt-to-equity ratio of 6.77, a current ratio of 1.14 and a quick ratio of 0.33. The stock has a market capitalization of $170.10 billion, a price-to-earnings ratio of 93.17 and a beta of 1.21. The Boeing Company has a 1-year low of $176.77 and a 1-year high of $254.35. The business has a fifty day moving average price of $222.21 and a 200-day moving average price of $222.31.
Boeing (NYSE:BA – Get Free Report) last announced its earnings results on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share for the quarter, missing the consensus estimate of ($0.34) by ($0.42). Boeing had a negative return on equity of 346.82% and a net margin of 2.41%.The business had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.26 billion. During the same quarter last year, the firm earned ($1.24) earnings per share. The firm’s quarterly revenue was up 8.0% compared to the same quarter last year. Equities research analysts forecast that The Boeing Company will post -0.87 EPS for the current fiscal year. Analyst Ratings Changes A number of equities research analysts recently weighed in on the company. UBS Group initiated coverage on Boeing in a research note on Tuesday, August 11th. They set a “buy” rating for the company. Morgan Stanley boosted their target price on shares of Boeing from $245.00 to $250.00 and gave the stock an “equal weight” rating in a report on Thursday, April 23rd. Royal Bank Of Canada decreased their price target on shares of Boeing from $275.00 to $265.00 and set an “outperform” rating for the company in a research report on Wednesday, July 29th. Weiss Ratings restated a “sell (d+)” rating on shares of Boeing in a report on Tuesday, July 21st. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Boeing from $270.00 to $290.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $272.58.
Read Our Latest Stock Report on BA
Key Boeing News Here are the key news stories impacting Boeing this week:
Positive Sentiment: The U.S. State Department approved a potential $4.5 billion sale of KC-46A aerial refueling tankers to Qatar. The deal would support Boeing’s defense backlog and international sales, although it remains subject to final agreements and congressional review. US approves potential $4.5B sale of Boeing KC-46A tankers to Qatar Positive Sentiment: Boeing is progressing repairs and interior work on the next Air Force One aircraft, and it recently received a contract worth roughly $75 million for Air Force One parts. These developments provide defense and government-services revenue, though schedule pressure remains. Boeing advances Air Force One repairs Neutral Sentiment: Boeing’s partnership with Archer Aviation involves transferring Boeing-owned businesses—including Wisk Aero, Insitu and SkyGrid—in exchange for a strategic equity stake in Archer. The transaction could monetize noncore assets and preserve exposure to future aviation technology, but its near-term financial effect on BA is unclear. Archer Aviation bets big on becoming more than an air taxi company Negative Sentiment: The largest near-term overhang is uncertainty surrounding a contract vote by approximately 17,000 SPEEA engineers and technical workers. Rejection could lead to strike authorization after contracts expire on October 6, potentially disrupting Boeing’s recovery, certification work and production ramp. Boeing slides as labor vote uncertainty appears to outweigh recent operational progress Negative Sentiment: Air Force One repair work faces potential schedule threats related to windows and interior installation, reinforcing investor concerns about Boeing’s ability to execute complex programs on time and control costs. Negative Sentiment: Boeing’s $1.5 billion private bond financing for United Launch Alliance highlights continued capital needs and leverage concerns. With elevated debt and historically weak profitability, additional borrowing may weigh on sentiment despite supporting liquidity. A $1.5 Billion Deal: Why Boeing and Lockheed Stocks Are in Focus About Boeing (Free Report)
Boeing Company (NYSE: BA) is an American multinational corporation that designs, manufactures and services commercial airplanes, defense systems, and space and security technologies. Founded in 1916 by William E. Boeing in Seattle, the company today operates as an integrated aerospace and defense contractor with a global customer base. Boeing relocated its corporate headquarters to Arlington, Virginia in 2022 and maintains extensive engineering, manufacturing and service operations across the United States and around the world.
Boeing’s principal lines of business include Commercial Airplanes, which produces and supports a range of jetliners used by airlines globally; Defense, Space & Security, which develops military aircraft, rotorcraft, surveillance and reconnaissance systems, satellites, and launch and missile systems; and Boeing Global Services, which provides aftermarket maintenance, training, spare parts, digital analytics and logistics support.
Recommended Stories Five stocks we like better than Boeing 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Receive News & Ratings for Boeing Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Boeing and related companies with MarketBeat.com's FREE daily email newsletter.
Advisors Capital Management ve 2. čtvrtletí snížila svůj podíl v Citigroup o 26,5 % a prodala 306 616 akcií. Po prodeji držela 852 020 akcií v hodnotě 119,249 milionu USD.
Advisors Capital Management LLC trimmed its position in Citigroup Inc. (NYSE:C – Free Report) by 26.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 852,020 shares of the company’s stock after selling 306,616 shares during the period. Citigroup comprises about 1.3% of Advisors Capital Management LLC’s investment portfolio, making the stock its 18th largest position. Advisors Capital Management LLC’s holdings in Citigroup were worth $119,249,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also modified their holdings of C. Vanguard Group Inc. lifted its stake in shares of Citigroup by 3.1% during the fourth quarter. Vanguard Group Inc. now owns 163,239,926 shares of the company’s stock worth $19,048,467,000 after purchasing an additional 4,938,923 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Citigroup by 0.4% in the fourth quarter. Geode Capital Management LLC now owns 43,252,372 shares of the company’s stock valued at $5,036,712,000 after buying an additional 189,548 shares in the last quarter. Franklin Resources Inc. grew its stake in shares of Citigroup by 4.0% in the fourth quarter. Franklin Resources Inc. now owns 34,196,783 shares of the company’s stock valued at $3,990,422,000 after buying an additional 1,326,224 shares in the last quarter. Fisher Asset Management LLC raised its holdings in shares of Citigroup by 2.6% during the 4th quarter. Fisher Asset Management LLC now owns 33,887,285 shares of the company’s stock valued at $3,954,307,000 after buying an additional 846,772 shares during the period. Finally, Bank of America Corp DE lifted its position in Citigroup by 2.8% during the 1st quarter. Bank of America Corp DE now owns 26,869,012 shares of the company’s stock worth $3,047,215,000 after acquiring an additional 728,043 shares in the last quarter. 71.72% of the stock is currently owned by hedge funds and other institutional investors.
Citigroup Stock Performance Shares of C opened at $129.92 on Friday. The firm has a market cap of $221.59 billion, a price-to-earnings ratio of 14.03, a PEG ratio of 0.60 and a beta of 1.12. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 1.71. The business’s 50 day moving average is $137.37 and its two-hundred day moving average is $126.25. Citigroup Inc. has a 52-week low of $91.46 and a 52-week high of $147.96.
Citigroup (NYSE:C – Get Free Report) last issued its quarterly earnings results on Tuesday, July 14th. The company reported $3.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.74 by $0.41. The business had revenue of $24.77 billion during the quarter, compared to analyst estimates of $23.74 billion. Citigroup had a net margin of 10.23% and a return on equity of 10.15%. The business’s revenue was up 14.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.96 earnings per share. Analysts forecast that Citigroup Inc. will post 11.2 EPS for the current fiscal year. Citigroup declared that its Board of Directors has approved a stock repurchase program on Thursday, May 7th that authorizes the company to buyback $30.00 billion in outstanding shares. This buyback authorization authorizes the company to reacquire up to 13.7% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its stock is undervalued.
Citigroup Increases Dividend The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Monday, August 3rd will be issued a dividend of $0.67 per share. The ex-dividend date of this dividend is Monday, August 3rd. This represents a $2.68 annualized dividend and a yield of 2.1%. This is an increase from Citigroup’s previous quarterly dividend of $0.60. Citigroup’s dividend payout ratio (DPR) is 28.94%.
Citigroup News Summary Here are the key news stories impacting Citigroup this week:
Positive Sentiment: Potential lead-bank role in Anthropic IPO: Citigroup is reportedly set to join the top-tier banks working on Anthropic’s anticipated mega-listing. If the IPO proceeds, Citi could benefit from underwriting fees, advisory revenue and increased visibility in the fast-growing artificial-intelligence sector. The timing and final banking syndicate remain subject to change. Anthropic Set to Add Citigroup to Top IPO Banks on Mega-Listing Positive Sentiment: Digital-asset custody expansion: Recent coverage highlights Citi’s new custody platform, which is designed to connect traditional asset custody with digital assets, tokenized payments and institutional services. The initiative could create new transaction and custody revenue streams as institutional adoption grows, although the financial impact is still unproven. Can C Capitalize on Digital Asset Growth With New Custody Platform? Neutral Sentiment: Dividend-growth appeal: A market commentary is presenting Citigroup as a possible high-growth dividend stock, potentially supporting income-oriented investor interest. However, the article does not announce a new dividend increase or provide a material change to Citi’s capital-return plans. Are You Looking for a High-Growth Dividend Stock? Negative Sentiment: Card delinquencies edged higher: Citi’s July card delinquency rate increased modestly, renewing concerns about consumer credit quality and potential future provisions. Lower charge-offs provided some reassurance, but investors remain focused on whether weakening household finances could pressure earnings. C’s July Card Delinquencies Tick Up: Will This Impact Asset Quality? Negative Sentiment: Recent selling momentum persists: Citigroup recently declined even as the broader market advanced, indicating company-specific or sector-related selling rather than simply market weakness. The stock is trading below its 50-day moving average, which may reinforce short-term technical pressure. This follows a strong earnings report in July, when Citi exceeded consensus EPS and revenue estimates, suggesting the current weakness is more tied to sentiment and credit concerns than to the latest reported quarter. Analyst Upgrades and Downgrades C has been the subject of a number of analyst reports. Wall Street Zen cut Citigroup from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Morgan Stanley lifted their price objective on shares of Citigroup from $154.00 to $164.00 and gave the company an “overweight” rating in a research note on Monday, June 29th. UBS Group reduced their target price on shares of Citigroup from $150.00 to $142.00 and set a “neutral” rating on the stock in a research report on Monday, August 3rd. Keefe, Bruyette & Woods upped their target price on shares of Citigroup from $140.00 to $153.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Finally, Wells Fargo & Company raised their price target on shares of Citigroup from $162.00 to $165.00 and gave the company an “overweight” rating in a report on Thursday, June 18th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $145.22.
Check Out Our Latest Stock Report on C
Citigroup Company Profile (Free Report)
Citigroup Inc is a global financial services company headquartered in New York City with roots tracing back to the City Bank of New York, founded in 1812. The modern Citigroup was created through the 1998 merger of Citicorp and Travelers Group and has since operated as a diversified bank holding company that provides a broad range of banking and financial products and services to consumers, corporations, governments and institutions worldwide.
Citi’s principal businesses include retail and commercial banking, credit card and consumer lending products, wealth management and private banking, and a full suite of institutional services.
Recommended Stories Five stocks we like better than Citigroup 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding C? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Citigroup Inc. (NYSE:C – Free Report).
Receive News & Ratings for Citigroup Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Citigroup and related companies with MarketBeat.com's FREE daily email newsletter.
Alliance Private Wealth LLC ve 2. čtvrtletí snížila svůj podíl v NVIDIA o 27,1 % a prodala 8 829 akcií. Po prodeji držela 23 734 akcií v hodnotě 4,749 milionu USD.
Alliance Private Wealth LLC reduced its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 27.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,734 shares of the computer hardware maker’s stock after selling 8,829 shares during the period. NVIDIA makes up about 1.6% of Alliance Private Wealth LLC’s holdings, making the stock its 18th largest holding. Alliance Private Wealth LLC’s holdings in NVIDIA were worth $4,749,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after purchasing an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG increased its position in shares of NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after buying an additional 22,929 shares during the period. Highview Capital Management LLC DE increased its position in shares of NVIDIA by 6.7% during the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after buying an additional 3,653 shares during the period. Hudson Value Partners LLC lifted its holdings in shares of NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after buying an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. boosted its position in shares of NVIDIA by 15.7% in the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after acquiring an additional 896 shares during the period. 65.27% of the stock is currently owned by hedge funds and other institutional investors.
NVIDIA Stock Performance NASDAQ NVDA opened at $216.85 on Friday. NVIDIA Corporation has a 52-week low of $164.07 and a 52-week high of $236.54. The company has a fifty day moving average of $207.28 and a 200-day moving average of $199.41. The company has a market capitalization of $5.25 trillion, a P/E ratio of 33.21, a P/E/G ratio of 0.43 and a beta of 2.23. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44.
NVIDIA (NASDAQ:NVDA – Get Free Report) last released its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating analysts’ consensus estimates of $1.76 by $0.11. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business had revenue of $81.61 billion for the quarter, compared to analysts’ expectations of $78.42 billion. During the same quarter in the prior year, the firm earned $0.81 earnings per share. The firm’s revenue was up 85.2% on a year-over-year basis. As a group, equities research analysts predict that NVIDIA Corporation will post 8.6 EPS for the current fiscal year. NVIDIA announced that its board has authorized a stock repurchase program on Wednesday, May 20th that allows the company to repurchase $80.00 billion in shares. This repurchase authorization allows the computer hardware maker to repurchase up to 1.5% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s leadership believes its stock is undervalued.
Analysts Set New Price Targets Several brokerages recently commented on NVDA. Craig Hallum boosted their price objective on shares of NVIDIA from $245.00 to $275.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Susquehanna reiterated a “positive” rating and issued a $275.00 target price (up from $250.00) on shares of NVIDIA in a research note on Tuesday, May 12th. Wells Fargo & Company reissued an “overweight” rating and issued a $315.00 price target on shares of NVIDIA in a report on Tuesday, August 11th. Robert W. Baird set a $500.00 price target on shares of NVIDIA and gave the company an “outperform” rating in a research report on Thursday, May 21st. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $255.00 price target (up from $220.00) on shares of NVIDIA in a report on Thursday, May 21st. Three research analysts have rated the stock with a Strong Buy rating, forty-nine have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, NVIDIA has an average rating of “Buy” and a consensus target price of $307.28.
Read Our Latest Stock Analysis on NVDA
Trending Headlines about NVIDIA Here are the key news stories impacting NVIDIA this week:
Positive Sentiment: China shipments could reopen a portion of NVIDIA’s market. NVIDIA reportedly plans to begin small-batch shipments of a China-specific AI chip by year-end, while limited H200 shipments have already reached Chinese customers. Although the near-term revenue contribution may be modest, the developments could reduce the impact of export restrictions and preserve relationships with major customers such as Alibaba, ByteDance, and Tencent. Nvidia to ship AI chip for China by year-end Positive Sentiment: Analysts remain optimistic ahead of the August 26 earnings release. Jefferies expects fiscal second-quarter revenue to exceed consensus by roughly $3 billion, while RBC reaffirmed its Outperform rating with a $300 price target. Stifel also maintained a Buy rating, citing supply-chain evidence from Foxconn and Super Micro and continued strength in the GPU cycle. RBC rating and price target Foxconn and Super Micro supply-chain analysis Positive Sentiment: Enterprise and infrastructure demand continues to expand. IBM signed a multiyear $240 million agreement with Together AI to deploy NVIDIA HGX B300 systems on IBM Cloud, using NVIDIA’s Spectrum-X networking. CoreWeave also signed a multibillion-dollar deal giving Hudson River Trading access to NVIDIA’s newest systems, supporting the company’s data-center demand outlook. IBM and Together AI agreement Neutral Sentiment: Investors are focused on whether NVIDIA can clear elevated expectations. The company’s earnings report is the major near-term catalyst, with attention on revenue guidance, demand for the Rubin platform, gross margins amid higher memory costs, and visibility into future spending by hyperscalers and AI developers. Negative Sentiment: China’s opportunity remains constrained. Analysts estimate that returning H200 products to China may provide only limited near-term revenue, while Beijing may restrict domestic use and U.S. regulators are examining loopholes that allow Chinese firms to access NVIDIA computing capacity through overseas data centers. China AI access and export-control loopholes Negative Sentiment: Valuation and competitive risks are limiting enthusiasm. Commentary highlights concentrated AI spending, potential competition from custom chips and rivals, and the possibility that exceptionally strong results are already reflected in the share price. NVIDIA has also underperformed the broader semiconductor index this year, increasing investor sensitivity to any earnings or guidance shortfall. Insiders Place Their Bets In other NVIDIA news, Director John Dabiri sold 625 shares of NVIDIA stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total transaction of $133,750.00. Following the transaction, the director directly owned 14,163 shares of the company’s stock, valued at approximately $3,030,882. This trade represents a 4.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen C. Neal sold 15,500 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the sale, the director owned 116,135 shares of the company’s stock, valued at approximately $25,053,803.55. The trade was a 11.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,901,125 shares of company stock valued at $410,583,015 over the last 90 days. Insiders own 3.94% of the company’s stock.
About NVIDIA (Free Report)
NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.
The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.
Featured Stories Five stocks we like better than NVIDIA 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).
Receive News & Ratings for NVIDIA Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for NVIDIA and related companies with MarketBeat.com's FREE daily email newsletter.
Nvidia oznámí výsledky za fiskální 2. čtvrtletí 26. srpna; analytici čekají výnosy téměř 92 miliard USD a zisk na akcii 2,08 USD. Bank of America uvádí backlog 2,3 bilionu USD u čtyř největších cloudových firem v USA.
Nvidia (NVDA -0.33%) is all set to release its fiscal 2027 second-quarter results (for the three months ended July 26) after the market closes on Aug. 26.
The market will be eagerly awaiting the artificial intelligence (AI) bellwether's numbers and outlook, as they will provide clarity about the state of the AI market. It is worth noting that Nvidia stock has underperformed the broader semiconductor sector this year. The PHLX Semiconductor Sector index's 63% gains in 2026 are way ahead of the 21% jump in Nvidia's stock price this year.
However, a closer look at the earnings reports of the major U.S. hyperscalers suggests that this semiconductor stock could get a huge shot in the arm when it releases its quarterly report on Aug. 26.
Image source: Nvidia.
A $2.3 trillion revenue backlog points toward greater demand for Nvidia's chipsThere is incredible demand for AI services, and that's evident from the massive revenue backlogs that major hyperscalers in the U.S. are sitting on. Bank of America notes that the top four cloud service providers in the U.S. ended the second quarter with an enormous backlog of $2.3 trillion. Analyst Vivek Arya points out that companies such as Microsoft, Oracle, Amazon, and Alphabet's Google need to invest aggressively in cloud computing capacity to meet their backlogs.
Today's Change
(
-0.33
%) $
-0.71
Current Price
$
216.85
Oracle, for instance, estimates that it can convert only 12% of its backlog into revenue over the next year, while Microsoft expects to recognize 30% of the backlog as revenue over the same period. As a result, Arya expects that hyperscalers will continue investing more money in computing capacity. Moreover, neocloud companies, such as CoreWeave and Nebius, along with pure-play AI service providers, are on track to significantly expand their capacities.
Not surprisingly, Nvidia's peer, Advanced Micro Devices, noted on its recent earnings call that the total addressable market (TAM) for AI compute is poised to grow at a 40% compound annual growth rate (CAGR) over the long run, generating nearly $2 trillion in revenue by 2030. What's more, AMD now expects to clock faster growth than its earlier long-term revenue growth estimate of 35%.
Given that Nvidia is a much bigger player than AMD, with an estimated 80% to 90% share of the AI accelerator market, it is poised to win big from the lucrative opportunity over here. The increased backlogs of hyperscalers should ideally boost the demand for Nvidia's AI chips, paving the way for the company to deliver stronger-than-expected numbers and guidance.
Also, AMD noted on the earnings call that it now expects the server CPU market to grow by more than 50% annually through 2030, generating $220 billion in annual revenue.
That's well above the $60 billion estimate for the server CPU market that AMD delivered in November 2025. Nvidia has already set its sights on this massive market, noting that it can sell $20 billion worth of stand-alone server CPUs this year. Nvidia previously sold its server CPUs as part of rack-scale systems, and its decision to sell these chips on a stand-alone basis has unlocked a solid growth opportunity.
Nvidia will reportedly start selling its Vera server CPUs this month. This product could play a central role in helping the company deliver better-than-expected results and guidance, as server CPUs are now finding traction in AI data centers to support agentic AI and inference workloads.
Stronger-than-expected results and guidance should give the stock a big boostAnalysts are expecting a 97% year-over-year increase in Nvidia's revenue in fiscal Q2 to almost $92 billion, along with a similar increase in earnings per share to $2.08. The top-line estimate is slightly higher than the midpoint of Nvidia's guidance of $91 billion. It is also worth noting that Nvidia anticipates its non-GAAP gross margin to increase to 75% for fiscal Q2 from 72.7% in the year-ago period.
The margin increase that Nvidia has guided for suggests that its bottom-line growth could exceed Wall Street's expectations. Also, analysts are expecting Nvidia to guide for $2.35 in earnings per share for the current quarter, which would be an 80% increase from the year-ago quarter. There is a solid probability that Nvidia will call for a stronger earnings increase, as it is poised to start shipping its Vera Rubin processors in the second half of 2026.
The company has already noted that it has an order book worth a whopping $1 trillion for 2026 and 2027. For comparison, the company has generated $253 billion in revenue for the trailing twelve months. So, there is a chance that analysts could be underestimating Nvidia's growth potential, which is why a positive earnings surprise on Aug. 26 could send the stock soaring.
Moreover, Nvidia is trading at an attractive 25 times forward earnings, which is slightly lower than the tech-laden Nasdaq-100 index's forward earnings multiple of 26. So, investors are getting a solid deal on this AI stock right now when its outstanding earnings growth is considered. That's why it seems like a good idea to buy shares of Nvidia before its upcoming earnings report, as solid results and guidance could send the stock on a parabolic run.
Jefferies čeká, že Nvidia příští týden oznámí rekordní překvapení ve výnosech: 95 miliard USD proti konsenzu 92,07 miliardy USD. Pro fiskální třetí čtvrtletí odhaduje výnosy 108 miliard USD.
could be heading toward a record quarterly revenue surprise, with Jefferies forecasting a wider-than-expected beat when the chipmaker reports fiscal second-quarter 2027 results next week.
Jefferies estimates Nvidia will post $95 billion in revenue, compared with the $92.07 billion consensus forecast. The firm also sees fiscal third-quarter revenue reaching $108 billion, about $4.3 billion above expectations.
The outlook comes as Nvidia prepares to increase production of its next-generation Vera Rubin platform. Jefferies expects Rubin-related products to become a larger portion of GPU revenue later this year, with the platform potentially overtaking Blackwell as Nvidia's main revenue contributor in fiscal 2028.
The firm also expects Rubin deployments to scale rapidly, forecasting more than 13,000 racks by the end of 2026 and over 120,000 during 2027. Nvidia's participation in an OpenAI-related AI infrastructure project with SB Energy could further support demand, although Jefferies cautioned that the investment may raise questions about customer financing.
For NVDA stock, the projections point to another strong growth phase, but financing concerns could remain a factor for investors.
Nvidia se obchoduje za méně než 33,3násobek zisku za posledních 12 měsíců, tedy blízko pětiletého minima. Výsledky za fiskální 2027 druhé čtvrtletí oznámí 26. srpna.
Nvidia (NVDA -0.33%) has become one of the most important companies in the world, driving artificial intelligence (AI) development and creating loads of shareholder wealth in the process. However, there are signs the stock may be slowing down. It's beating the market this year, up 16.8% vs. 12.2% for the S&P 500, but that's nowhere near the gains it's delivered in the past.
At the current price, it trades at under 33.3 times trailing 12-month earnings, just off a 5-year low. Nvidia reports fiscal 2027 second-quarter (ended July 27) earnings on Wednesday, Aug. 26. Is now the time to buy?
Image source: Nvidia.
Why Nvidia is still on top The results speak for themselves. Nvidia continues to dominate AI chips and infrastructure, and its growing revenue at a pace more akin to a young upstart. Revenue rose 85% year over year in the first quarter, topping guidance and expectations. The company is highly profitable, and it tends to beat on earnings.
Nvidia sits at the center of AI development, which is growing by leaps and bounds, and it's one of the main beneficiaries of AI spending from hyperscalers like Amazon, Alphabet, and Microsoft. These companies are expected to invest about $1 trillion globally in 2026 alone, according to Goldman Sachs.
Nvidia has done a fantastic job of constructing a long-term moat for its products, keeping the heavy hitters in its ecosystem. It's a lot more than chips these days, with complete AI development systems, including its CUDA programming platform and AI supercomputers that bundle chips into powerful compute units. This creates high barriers to entry for competitors.
It's constantly upping its game, launching ever-more powerful chips and platforms, such as the new Vera Rubin architecture, which is starting to ship. Most recently, Nvidia announced a deal with several financiers, including Goldman Sachs and Blackstone, to build fully functional data factories to rent out to clients, and it's providing funding for OpenAI to lease a data center in Ohio for 20 years.
Why is Nvidia stock cheap? While a P/E ratio of 33.3 isn't objectively cheap, it's cheap comparatively for Nvidia stock, and it's cheap for a company reporting such high growth. However, on a price-to-sales basis, it's fairly expensive, trading at 21 times trailing 12-month sales.
Today's Change
(
-0.33
%) $
-0.71
Current Price
$
216.85
The stakes for Nvidia are also higher right now, which is what the market is concerned about. AI is growing rapidly, but it's also changing rapidly. While AI spend is expected to grow, dozens of disruptors are rolling out new and improved platforms that may be cheaper to run. What seems like a sure bet right now could look different a year from now.
Nvidia has been able to anticipate trends and pivot thus far, and it's still a great stock to own. However, it may not jump after earnings, and investors should only buy with an eye on the long term. I also wouldn't take a huge position at this point.
Jennifer Saibil has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Blackstone, Goldman Sachs Group, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
NVIDIA čeká na výsledky hospodaření po uzavření trhu 26. srpna s konzervativním výhledem na výnosy 91 miliard USD plus minus 2 % a silnou poptávkou po AI čipech. Firma zároveň oznámila zpětný odkup za dalších 80 miliard USD a zvýšila čtvrtletní dividendu z 1 centu na 25 centů.
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) heads into its Aug. 26 FY Q2 2027 report with fundamentals, capital return and a demand backdrop that make it one of the cleanest large-cap AI setups in the market. This is a compounder with a catalyst.
Three Reasons The Setup Is Clean 1. Guidance is conservative, and the beat streak is intact: Management guided Q2 revenue to $91 billion plus or minus 2% with non-GAAP gross margin of 75%, and that guide excludes any Data Center compute revenue from China. NVIDIA has beaten EPS estimates by 5.42%, 6.58%, 4.84%, and 3.96% across the last four quarters. Polymarket implies a 0.953 probability of another beat on Aug. 26.
2. Demand visibility is unprecedented: Jensen Huang said “demand has gone parabolic” and NVIDIA reiterated “full confidence in the $1 trillion in Blackwell and Rubin revenue we foresee from 2025 through calendar 2027.” Supply-related commitments now sit at $119 billion. That is booked backlog.
3. Capital return has become material: The board authorized an additional $80 billion buyback on top of $38.5 billion remaining, and NVIDIA raised the quarterly dividend from 1 cent to 25 cents. Q1 free cash flow was $48.5 billion. Retirement accounts want that combination.
Head-To-Head Beat The obvious alternatives are Advanced Micro Devices (NASDAQ:AMD) and Broadcom (NASDAQ:AVGO). NVIDIA’s Data Center segment alone printed $75.2 billion in a single quarter, up 92% year over year, with Data Center Networking up 199%. AMD’s data center franchise is a fraction of that scale. Broadcom is a real AI ASIC winner, but it trades at a higher earnings multiple than NVIDIA’s P/E of 44 while growing slower than NVIDIA’s 85.2% Q1 revenue growth. You are paying up for less growth.
One Risk, Dismissed China. NVIDIA shipped zero H20 units to China in Q1, still beat, and still guided to $91 billion for Q2 with China excluded. If export restrictions were a thesis breaker, the numbers would already show it. They do not. Still, the setup into the Aug. 26 after-close report favors continued execution against a conservative guide.
Contact [email protected] for any questions or corrections.
Bowie Capital Management ve 2. čtvrtletí snížila podíl ve společnosti Visa o 50,1 % a prodala 199 546 akcií. Po prodeji držela 198 480 akcií v hodnotě 68,1 milionu USD.
Bowie Capital Management LLC decreased its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 50.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 198,480 shares of the credit-card processor’s stock after selling 199,546 shares during the period. Visa accounts for about 2.9% of Bowie Capital Management LLC’s holdings, making the stock its 15th largest holding. Bowie Capital Management LLC’s holdings in Visa were worth $68,097,000 at the end of the most recent quarter.
Other large investors have also recently modified their holdings of the company. Cresta Advisors Ltd. bought a new stake in Visa during the 4th quarter valued at approximately $26,000. Parvin Asset Management LLC raised its position in shares of Visa by 200.0% in the 3rd quarter. Parvin Asset Management LLC now owns 75 shares of the credit-card processor’s stock worth $26,000 after purchasing an additional 50 shares during the last quarter. Virtus Advisers LLC bought a new position in shares of Visa in the second quarter worth approximately $33,000. RHL Group LLC bought a new position in Visa in the 4th quarter valued at approximately $34,000. Finally, Timmons Wealth Management LLC purchased a new stake in shares of Visa during the fourth quarter valued at $34,000. Institutional investors own 82.15% of the company’s stock.
Wall Street Analysts Forecast Growth
Several equities research analysts recently issued reports on the stock. BMO Capital Markets raised their target price on shares of Visa from $387.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. UBS Group reaffirmed a “buy” rating and set a $420.00 price target (up from $410.00) on shares of Visa in a report on Wednesday, July 29th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $432.00 price objective (up from $412.00) on shares of Visa in a research note on Thursday, July 30th. Evercore set a $350.00 target price on shares of Visa in a report on Wednesday, April 29th. Finally, Wolfe Research restated an “outperform” rating and set a $435.00 target price (up from $430.00) on shares of Visa in a research report on Wednesday, July 29th. Seven equities research analysts have rated the stock with a Strong Buy rating and twenty-four have given a Buy rating to the stock. Based on data from MarketBeat.com, Visa has a consensus rating of “Buy” and an average target price of $413.58.
Read Our Latest Stock Analysis on V
Insiders Place Their Bets
In other news, insider Tullier Kelly Mahon sold 57,272 shares of the business’s stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $364.97, for a total value of $20,902,561.84. Following the sale, the insider directly owned 49,662 shares in the company, valued at $18,125,140.14. The trade was a 53.56% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the company’s stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the sale, the general counsel owned 18,404 shares in the company, valued at approximately $6,625,440. This trade represents a 9.92% decrease in their ownership of the stock. 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. Insiders sold 90,759 shares of company stock valued at $32,375,779 in the last three months. Corporate insiders own 0.12% of the company’s stock.
Visa Stock Up 0.2%
Shares of V opened at $366.31 on Friday. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99. The stock has a market capitalization of $653.65 billion, a price-to-earnings ratio of 31.15, a price-to-earnings-growth ratio of 1.96 and a beta of 0.74. Visa Inc. has a 1 year low of $293.89 and a 1 year high of $373.97. The business’s 50 day simple moving average is $352.75 and its 200-day simple moving average is $329.35.
Visa (NYSE:V – Get Free Report) last posted its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, beating analysts’ consensus estimates of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The firm had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. During the same period last year, the firm posted $2.98 earnings per share. Visa’s revenue for the quarter was up 14.4% compared to the same quarter last year. As a group, equities analysts expect that Visa Inc. will post 13.16 earnings per share for the current fiscal year.
Visa Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th will be paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 11th. Visa’s dividend payout ratio (DPR) is presently 22.79%.
Visa announced that its Board of Directors has initiated a share buyback plan on Tuesday, April 28th that authorizes the company to buyback $20.00 billion in shares. This buyback authorization authorizes the credit-card processor to purchase up to 3.6% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its shares are undervalued.
Visa Profile
(Free Report)
Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.
Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.
Featured Articles
Five stocks we like better than Visa
3 Energy Stocks Raising Dividends as the Sector Surges
5 Reasons the S&P 500 Could Keep Rallying Through Year-End
Walmart’s Post-Earnings Drop Could Be a Buying Opportunity
The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V – Free Report).
Receive News & Ratings for Visa Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Visa and related companies with MarketBeat.com's FREE daily email newsletter.
Algebris UK Ltd. bought a new stake in shares of Visa Inc. (NYSE:V – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 23,906 shares of the credit-card processor’s stock, valued at approximately $8,176,000.
A number of other hedge funds and other institutional investors have also added to or reduced their stakes in V. Vanguard Group Inc. grew its stake in shares of Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock valued at $56,455,834,000 after acquiring an additional 1,054,343 shares during the period. State Street Corp boosted its position in shares of Visa by 0.8% in the fourth quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock worth $29,038,140,000 after purchasing an additional 626,821 shares during the period. Geode Capital Management LLC boosted its position in shares of Visa by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock worth $15,411,395,000 after purchasing an additional 388,996 shares during the period. Price T Rowe Associates Inc. MD increased its stake in shares of Visa by 1.8% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 41,092,294 shares of the credit-card processor’s stock worth $14,411,480,000 after purchasing an additional 716,218 shares in the last quarter. Finally, Bank of America Corp DE increased its stake in shares of Visa by 1.7% in the fourth quarter. Bank of America Corp DE now owns 23,835,336 shares of the credit-card processor’s stock worth $8,359,291,000 after purchasing an additional 398,459 shares in the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.
Analysts Set New Price Targets A number of research firms recently weighed in on V. Robert W. Baird lifted their target price on shares of Visa from $412.00 to $420.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $412.00 price target (up from $395.00) on shares of Visa in a research note on Wednesday, July 29th. Piper Sandler reissued an “overweight” rating and set a $430.00 price target (up from $394.00) on shares of Visa in a report on Wednesday, July 29th. Clear Str upgraded Visa to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, BNP Paribas Exane raised Visa to a “strong-buy” rating in a research note on Tuesday, July 21st. Seven research analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the stock. According to MarketBeat, the stock has an average rating of “Buy” and an average target price of $413.58.
Check Out Our Latest Stock Analysis on V Visa Price Performance V stock opened at $366.31 on Friday. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. The company’s fifty day moving average price is $352.75 and its 200-day moving average price is $329.35. Visa Inc. has a one year low of $293.89 and a one year high of $373.97. The company has a market capitalization of $653.65 billion, a PE ratio of 31.15, a price-to-earnings-growth ratio of 1.96 and a beta of 0.74.
Visa (NYSE:V – Get Free Report) last posted its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, beating the consensus estimate of $3.23 by $0.09. The company had revenue of $11.63 billion during the quarter, compared to analysts’ expectations of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. Visa’s quarterly revenue was up 14.4% on a year-over-year basis. During the same period last year, the company posted $2.98 earnings per share. On average, equities analysts anticipate that Visa Inc. will post 13.16 EPS for the current fiscal year.
Visa Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th will be issued a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 11th. Visa’s dividend payout ratio is 22.79%.
Visa announced that its board has initiated a share buyback plan on Tuesday, April 28th that allows the company to buyback $20.00 billion in outstanding shares. This buyback authorization allows the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.
Insider Activity In related news, CEO Ryan Mcinerney sold 20,970 shares of the business’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $340.25, for a total value of $7,135,042.50. Following the sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,162,953.50. The trade was a 58.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the transaction, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. The trade was a 9.92% 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. Insiders sold a total of 90,759 shares of company stock worth $32,375,779 over the last 90 days. Corporate insiders own 0.12% of the company’s stock.
Visa Company Profile (Free Report)
Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.
Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.
Featured Articles Five stocks we like better than Visa 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Receive News & Ratings for Visa Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Visa and related companies with MarketBeat.com's FREE daily email newsletter.
Procter & Gamble zvýšila dividendu 70 let po sobě a nabízí výnos 3 %. Ve fiskálním roce 2026 vyplatila na dividendách 10,2 miliardy USD z provozního cash flow ve výši 19,6 miliardy USD.
Procter & Gamble Co.'s (PG -0.98%) annual dividend growth rate of 4% to 6% over the last two decades, coupled with its 3% dividend yield, gives income-seeking investors an unusually solid combination of current income and long-term growth, in my view, for 2027 and beyond. Home to globally well-known household brands, the consumer-defensive giant has increased dividends for 70 consecutive years, backed by its ever-growing recurring cash flows.
A growing dividend supported by a business that generates billions of dollars in cash every year is extremely important to income-seeking investors. For context, in fiscal 2026, which ended June 30, P&G paid out $10.2 billion in dividends on operating cash flow of $19.6 billion and net income of $16 billion.
P&G's in-built inflation-fighting mechanism What I see in P&G, one of the best income-generating stocks to own today, is its built-in inflation-defense mechanism. In a more volatile stock market, expected absolute stock returns decline. And as global bond yields rise, markets will be choppier in the foreseeable future.
Over the past decade, Procter & Gamble's annual dividend growth has consistently kept up (and sometimes even outpaced) the U.S. inflation rate, which has risen considerably since COVID-19. For income-seeking investors, this means there is no erosion of purchasing power, and, I think, that makes P&G the best dividend stock to own over the next few years.
PG Dividend Growth (Annual) data by YCharts.
Rising yields pressure valuations The U.S economy remains strong, but that's not necessarily great for future stock returns. As the above chart shows, inflation has been sticky. Additionally, tech stocks -- the best performers over the last few years -- saw a broader sell-off in July, led by semiconductor stocks. The bigger problem may be that stocks that have generated above-average returns in the recent past may be running too hot and could be overvalued. Investors may not get higher returns without a valuation pullback, and rising bond yields are evidence of that.
The mathematics behind this is simple: As bond yields go up, investors usually demand higher earnings yields from stocks as well. Breaking it down further, the earnings yield of a stock is just the inverse of its price-to-earnings (P/E) ratio. So as the earnings yield goes up, the P/E ratio falls, pushing down the share price.
Today's Change
(
-0.98
%) $
-1.41
Current Price
$
142.97
The uncertain environment does not make P&G's business less attractive P&G may not have been the stock market's darling over the past few years, but its globally recognized brands give it scale and pricing power -- the most important qualities of a business with growing recurring cash flows. It sells necessities and household products, things that people need irrespective of an economic downturn or a stock market drawdown. Brands such as Tide, Dawn, Pampers, Gillette, Crest, and Oral-B, among others, don't simply lose pricing power or see demand fall.
Management still expects fiscal 2027 organic sales growth to clock between 1% to 3%, and net earnings per share (EPS) growth in the range of 1% to 5%. This growth is despite expectations of an additional $1 billion in cost pressures due to higher raw material, transportation, and energy prices.
Additionally, the company expects adjusted free cash flow (FCF) productivity (calculated as the ratio of adjusted FCF to core net earnings) to remain above 85%. In layperson's terms, this means management expects at least 85% of its core net income to be converted to free cash flow. In short, P&G's revenue and cash flow growth are persistent, leading to a persistent increase in capital returned to shareholders.
Shouldn't buying Treasury bonds suffice then? Investors looking for safety could, in theory, buy Treasury bonds as their yields rise. But holding bonds has a disadvantage: there's no income growth. That's where I'd argue that P&G stock is better suited to tackle an inflationary environment and ensure income growth through rising dividends.
What about owning higher-yielding stocks? Again, a great idea, but future income growth is usually unreliable when dividend yields are high.
Image source: Getty Images.
A 3% dividend yield may not seem much. However, it is the starting point for a dividend that has historically outpaced inflation, thus preserving purchasing power over a five- or 10-year period. If P&G's dividend grows annually by 5% on average over a 10-year period, the dividend would have grown by nearly 63%. If you bought the stock today, your yield on the original investment would be substantially higher a decade later, at nearly 4.9%.
The stock isn't overvalued Defensive stocks, such as Procter & Gamble, don't get much credit in a bull market. But slow growers shine in volatile markets, or simply when investors don't want to take on too much risk. At 21.6 times trailing earnings and four times trailing sales, the stock isn't overvalued. At the same time, these numbers don't suggest the market has been ignoring the stock. I think that's the sweet spot -- a stock that is poised to perform well in the future without any fears of overvaluation.
If you are worried about uncertainty in the U.S. stock market as valuations stretch to historic highs and long-term interest rates remain elevated, P&G's dividend appeal lies in stable income generation and the ability to grow your purchasing power over longer time horizons.
Bank of New York Mellon Corp ve 2. čtvrtletí koupila novou pozici v Target za zhruba 831,47 milionu USD. Target zároveň oznámil tržby 26,54 miliardy USD a zvýšil výhled na fiskální rok 2026.
Bank of New York Mellon Corp bought a new position in shares of Target Corporation (NYSE:TGT – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 6,366,019 shares of the retailer’s stock, valued at approximately $831,466,000. Bank of New York Mellon Corp owned approximately 1.40% of Target as of its most recent SEC filing.
Other hedge funds have also recently modified their holdings of the company. WFA of San Diego LLC acquired a new stake in Target in the 2nd quarter worth about $25,000. Jessup Wealth Management Inc acquired a new position in shares of Target during the fourth quarter valued at approximately $25,000. Altshuler Shaham Ltd acquired a new position in shares of Target during the fourth quarter valued at approximately $26,000. MidFirst Bank purchased a new position in shares of Target in the fourth quarter valued at approximately $31,000. Finally, Capital Advisors Ltd. LLC lifted its position in shares of Target by 245.6% in the first quarter. Capital Advisors Ltd. LLC now owns 273 shares of the retailer’s stock valued at $33,000 after acquiring an additional 194 shares in the last quarter. Institutional investors and hedge funds own 79.73% of the company’s stock.
Key Target News Here are the key news stories impacting Target this week:
Positive Sentiment: Target reported second-quarter sales of $26.54 billion, up 5.3% year over year and ahead of estimates. Comparable sales rose 3.8%, supported by a 3.6% increase in traffic, while earnings significantly exceeded Wall Street expectations. Target Corporation Reports Second Quarter Earnings Positive Sentiment: Management raised its fiscal 2026 outlook, calling for approximately 5% sales growth and EPS of $9.90 to $10.90. Improving traffic, digital sales, merchandising and execution suggest that Target’s turnaround is gaining traction. Target lifts annual forecasts again Positive Sentiment: Several analysts raised their price targets following the earnings report. RBC increased its target to $178 and maintained an “outperform” rating, implying meaningful upside, while Citigroup and TD Cowen raised targets to $160. Analyst price-target updates Neutral Sentiment: Target’s dividend remains attractive to income investors, with a quarterly payout of $1.16 per share after a recent increase. However, the stock’s roughly 15% one-month rally leaves less room for additional gains if operating momentum slows. Target versus Walmart dividend comparison Negative Sentiment: Second-quarter profitability benefited from an approximately $994 million tariff refund. Investors may therefore view part of the earnings beat and upgraded outlook as nonrecurring, raising concerns about the quality and sustainability of underlying profits. Target raises guidance as tariff refunds boost profitability Negative Sentiment: Valuation and execution risks are limiting enthusiasm. KeyCorp reaffirmed a “sector weight” rating, while Citi and TD Cowen remain effectively neutral or hold-rated, suggesting analysts believe much of the recovery is already reflected in TGT’s share price. Target valuation analysis Target Stock Down 0.6% NYSE TGT opened at $158.04 on Friday. The business’s fifty day simple moving average is $140.21 and its 200-day simple moving average is $127.75. The company has a quick ratio of 0.30, a current ratio of 0.99 and a debt-to-equity ratio of 0.80. The firm has a market cap of $71.78 billion, a PE ratio of 16.41, a P/E/G ratio of 2.09 and a beta of 0.97. Target Corporation has a 52 week low of $83.44 and a 52 week high of $161.98. Target (NYSE:TGT – Get Free Report) last released its quarterly earnings data on Wednesday, August 19th. The retailer reported $4.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.35 by $1.76. Target had a net margin of 4.08% and a return on equity of 23.23%. The firm had revenue of $26.54 billion during the quarter, compared to analysts’ expectations of $26.13 billion. During the same period last year, the business earned $2.05 earnings per share. Target’s revenue was up 5.3% compared to the same quarter last year. Target has set its FY 2026 guidance at 9.900-10.900 EPS. As a group, equities analysts anticipate that Target Corporation will post 10.4 earnings per share for the current year.
Target Increases Dividend The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Wednesday, August 12th will be paid a $1.16 dividend. This is a positive change from Target’s previous quarterly dividend of $1.14. The ex-dividend date of this dividend is Wednesday, August 12th. This represents a $4.64 annualized dividend and a dividend yield of 2.9%. Target’s dividend payout ratio is currently 61.29%.
Wall Street Analysts Forecast Growth TGT has been the subject of several recent research reports. Mizuho set a $150.00 price objective on Target in a research note on Thursday. Telsey Advisory Group lifted their target price on shares of Target from $170.00 to $182.00 and gave the stock an “outperform” rating in a research note on Thursday. The Goldman Sachs Group upped their target price on shares of Target from $127.00 to $161.00 and gave the stock a “neutral” rating in a report on Thursday. Evercore set a $170.00 target price on shares of Target in a research report on Thursday. Finally, Argus set a $150.00 price target on shares of Target in a research note on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, seventeen have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $159.52.
Get Our Latest Stock Report on TGT
Insider Activity In other news, insider Cara A. Sylvester sold 10,000 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $125.89, for a total transaction of $1,258,900.00. Following the completion of the sale, the insider owned 45,930 shares in the company, valued at $5,782,127.70. This trade represents a 17.88% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.13% of the stock is owned by corporate insiders.
Target Profile (Free Report)
Target Corporation (NYSE: TGT) is a U.S.-based general merchandise retailer headquartered in Minneapolis, Minnesota. The company operates a network of full-line and small-format stores across the United States alongside a national e-commerce platform and mobile app. Target’s retail assortment spans apparel, home goods, electronics, groceries and household essentials, plus beauty, baby and pet categories. The firm complements national brands with a portfolio of owned and exclusive labels and partnerships that help differentiate its merchandise assortment.
Target traces its roots to the Dayton Company, founded by George Dayton in 1902; the Target discount chain was launched in 1962 and the parent company later adopted the Target Corporation name.
Recommended Stories Five stocks we like better than Target 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Receive News & Ratings for Target Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Target and related companies with MarketBeat.com's FREE daily email newsletter.
Allworth Financial LP ve 2. čtvrtletí snížila svůj podíl ve Ford Motor o 9,0 % a prodala 52 226 akcií. Po transakci držela 529 468 akcií v hodnotě 7,36 milionu USD.
Allworth Financial LP reduced its stake in Ford Motor Company (NYSE:F – Free Report) by 9.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 529,468 shares of the auto manufacturer’s stock after selling 52,226 shares during the period. Allworth Financial LP’s holdings in Ford Motor were worth $7,360,000 at the end of the most recent quarter.
Several other large investors also recently modified their holdings of the stock. Caxton Associates LLP acquired a new stake in shares of Ford Motor during the first quarter worth $304,000. Empowered Funds LLC grew its stake in shares of Ford Motor by 41.6% in the first quarter. Empowered Funds LLC now owns 147,760 shares of the auto manufacturer’s stock valued at $1,482,000 after acquiring an additional 43,385 shares in the last quarter. Jump Financial LLC acquired a new position in shares of Ford Motor in the second quarter valued at about $172,000. NewEdge Advisors LLC increased its position in Ford Motor by 26.3% during the second quarter. NewEdge Advisors LLC now owns 267,895 shares of the auto manufacturer’s stock worth $2,907,000 after acquiring an additional 55,741 shares during the period. Finally, Treasurer of the State of North Carolina increased its position in Ford Motor by 1.5% during the second quarter. Treasurer of the State of North Carolina now owns 1,823,614 shares of the auto manufacturer’s stock worth $19,786,000 after acquiring an additional 26,526 shares during the period. 58.74% of the stock is owned by institutional investors.
Ford Motor Price Performance Shares of NYSE:F opened at $13.97 on Friday. The firm has a 50 day moving average of $14.13 and a 200-day moving average of $13.50. Ford Motor Company has a 12 month low of $11.11 and a 12 month high of $17.78. The company has a current ratio of 1.09, a quick ratio of 0.93 and a debt-to-equity ratio of 3.07. The stock has a market capitalization of $55.71 billion, a PE ratio of -7.47, a PEG ratio of 0.30 and a beta of 1.82.
Ford Motor (NYSE:F – Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The auto manufacturer reported $0.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.33 by $0.09. Ford Motor had a negative net margin of 3.93% and a positive return on equity of 17.23%. The business had revenue of $48.30 billion for the quarter, compared to analyst estimates of $47.24 billion. During the same quarter last year, the business posted $0.37 EPS. The firm’s revenue for the quarter was down 3.8% on a year-over-year basis. On average, equities research analysts predict that Ford Motor Company will post 1.86 EPS for the current fiscal year. Ford Motor Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th will be issued a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 4.3%. The ex-dividend date of this dividend is Tuesday, August 11th. Ford Motor’s dividend payout ratio (DPR) is currently -32.09%.
Analysts Set New Price Targets Several analysts have weighed in on the stock. Barclays lifted their price objective on shares of Ford Motor from $13.00 to $14.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 9th. JPMorgan Chase & Co. raised their target price on shares of Ford Motor from $16.00 to $17.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. The Goldman Sachs Group lifted their price target on shares of Ford Motor from $13.00 to $16.00 and gave the company a “neutral” rating in a research report on Thursday, June 11th. UBS Group lifted their price target on shares of Ford Motor from $14.00 to $17.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Finally, Jefferies Financial Group upgraded Ford Motor from a “hold” rating to a “buy” rating and boosted their price target for the company from $14.50 to $17.50 in a research note on Monday, July 27th. Eight equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $15.68.
Check Out Our Latest Research Report on F
About Ford Motor (Free Report)
Ford Motor Company (NYSE: F) is an American multinational automaker headquartered in Dearborn, Michigan. Founded by Henry Ford in 1903, the company became an early pioneer of mass-production techniques with the Model T and the adoption of the moving assembly line. Today, Ford designs, manufactures, markets and services a broad range of vehicles and mobility solutions under the Ford and Lincoln brands, spanning passenger cars, SUVs, pickup trucks and commercial vehicles.
Ford’s business activities extend beyond vehicle production to include parts and aftermarket services, fleet and commercial sales, and automotive financing through Ford Motor Credit Company.
Featured Articles Five stocks we like better than Ford Motor 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding F? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Ford Motor Company (NYSE:F – Free Report).
Receive News & Ratings for Ford Motor Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Ford Motor and related companies with MarketBeat.com's FREE daily email newsletter.
NHTSA zahájila vyšetřování 997 743 pickupů a SUV společnosti General Motors kvůli riziku selhání motoru. Týká se to mimo jiné modelů Cadillac Escalade, Chevrolet Silverado 1500 a GMC Yukon.
A 2026 Cadillac Escalade is displayed during media day of the Detroit Auto Show in Detroit, Michigan, U.S., January 14, 2026. REUTERS/Rebecca Cook Purchase Licensing Rights, opens new tab
CompaniesAug 21 (Reuters) - The U.S. National Highway Traffic Safety Administration said on Friday it has opened a probe into 997,743 General Motors (GM.N), opens new tab pickup trucks and SUVs over concerns related to engine failure.
The vehicles include the Cadillac Escalade, Chevrolet Silverado 1500 and GMC Yukon, among others, from model years 2021-2026 equipped with GM's L87 engines.
Sign up here.
The auto safety regulator said it received 499 complaints alleging engine failures despite the vehicles having undergone an earlier recall remedy.
GM issued a recall last year to address concerns related to engine failure in the impacted L87 unit. The Detroit automaker attributed the issue to a supplier.
The NHTSA said its new engineering analysis would continue its investigation into post-recall engine failures and assess the effectiveness of GM's fixes.
Reporting by Nathan Gomes in Bengaluru; Editing by Shilpi Majumdar
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Bank of New York Mellon Corp ve 2. čtvrtletí získala nový podíl v Goldman Sachs za zhruba 2,56 miliardy USD a drží asi 0,86 % akcií. Goldman Sachs zároveň oznámila akvizice NEOS Investments až za 2,25 miliardy USD a LCN Capital Partners až za 410 milionů USD.
Bank of New York Mellon Corp acquired a new stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 2,531,247 shares of the investment management company’s stock, valued at approximately $2,560,028,000. Bank of New York Mellon Corp owned about 0.86% of The Goldman Sachs Group as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently made changes to their positions in GS. Norges Bank acquired a new stake in shares of The Goldman Sachs Group during the 4th quarter worth about $2,515,830,000. Corient Private Wealth LLC boosted its holdings in shares of The Goldman Sachs Group by 1,657.7% during the 4th quarter. Corient Private Wealth LLC now owns 2,596,487 shares of the investment management company’s stock worth $2,282,312,000 after buying an additional 2,448,767 shares during the period. International Assets Investment Management LLC acquired a new position in The Goldman Sachs Group in the 1st quarter valued at about $2,024,921,000. Bank of America Corp DE grew its stake in The Goldman Sachs Group by 8.0% in the 1st quarter. Bank of America Corp DE now owns 6,455,011 shares of the investment management company’s stock valued at $5,460,875,000 after buying an additional 476,977 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. raised its holdings in The Goldman Sachs Group by 428.4% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 556,254 shares of the investment management company’s stock valued at $488,947,000 after acquiring an additional 450,984 shares during the period. 71.21% of the stock is currently owned by institutional investors.
The Goldman Sachs Group News Roundup Here are the key news stories impacting The Goldman Sachs Group this week:
Positive Sentiment: Goldman Sachs agreed to acquire NEOS Investments, the issuer of income-focused ETFs including the NEOS Nasdaq-100 High Income ETF, for up to $2.25 billion. The transaction would expand Goldman’s ETF and wealth-management capabilities and could add recurring fee revenue, although the premium price raises execution and integration expectations. Goldman Sachs Just Paid $2.25 Billion for the Family Behind Your 14% Income Fund Positive Sentiment: Goldman is also buying LCN Capital Partners for up to $410 million. LCN oversees roughly $3 billion, and the deal broadens Goldman’s private real-estate and net-lease platform while supporting more durable, capital-light asset-management revenue. Goldman Sachs to buy LCN Capital Partners in up to $410 million deal Positive Sentiment: Goldman forecasts U.S. ETF inflows could exceed $2 trillion in 2026, driven by active, AI, thematic and leveraged products. That outlook supports the strategic rationale for the NEOS acquisition and Goldman’s broader asset-management push. Goldman Sachs’ $2 Trillion ETF Forecast Signals a New Era for AI, Active and Thematic Funds Neutral Sentiment: Goldman’s research projecting a $1.8 trillion global space economy by 2035 and its positive views on AI-related opportunities reinforce the firm’s market influence, but these forecasts have limited immediate impact on GS earnings. Elon Musk responds to Goldman Sachs’ bold space economy prediction Negative Sentiment: Reports indicate GS underperformed while the broader market advanced, suggesting investors may be taking profits or remaining cautious about valuation, acquisition costs and financial-sector exposure. Rising oil prices and escalating U.S.-Iran tensions could further pressure markets and increase volatility. Goldman Sachs Stock Sinks As Market Gains Wall Street Analyst Weigh In A number of equities research analysts have recently issued reports on GS shares. Daiwa Securities Group boosted their price objective on The Goldman Sachs Group from $891.00 to $930.00 and gave the stock a “neutral” rating in a report on Tuesday, May 5th. BMO Capital Markets increased their target price on The Goldman Sachs Group from $1,070.00 to $1,190.00 and gave the stock a “market perform” rating in a research note on Wednesday, July 15th. Evercore reissued an “outperform” rating on shares of The Goldman Sachs Group in a report on Monday, July 6th. HSBC upgraded The Goldman Sachs Group from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, August 5th. Finally, Rothschild & Co Redburn upped their price objective on The Goldman Sachs Group from $870.00 to $920.00 and gave the company a “neutral” rating in a report on Thursday, June 25th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, The Goldman Sachs Group has an average rating of “Moderate Buy” and an average price target of $1,062.86. View Our Latest Stock Report on GS
The Goldman Sachs Group Trading Down 1.9% Shares of GS stock opened at $1,002.64 on Friday. The stock has a market cap of $291.94 billion, a P/E ratio of 15.48, a price-to-earnings-growth ratio of 1.04 and a beta of 1.30. The Goldman Sachs Group, Inc. has a 1 year low of $712.97 and a 1 year high of $1,153.99. The company has a current ratio of 0.63, a quick ratio of 0.63 and a debt-to-equity ratio of 3.17. The stock has a 50 day simple moving average of $1,054.38 and a 200 day simple moving average of $963.86.
The Goldman Sachs Group (NYSE:GS – Get Free Report) last posted its quarterly earnings data on Tuesday, July 14th. The investment management company reported $20.98 EPS for the quarter, topping analysts’ consensus estimates of $14.47 by $6.51. The firm had revenue of $20.34 billion for the quarter, compared to analyst estimates of $16.22 billion. The Goldman Sachs Group had a return on equity of 19.16% and a net margin of 15.53%.The company’s revenue was up 39.4% on a year-over-year basis. During the same quarter last year, the company earned $10.91 EPS. On average, research analysts predict that The Goldman Sachs Group, Inc. will post 68.89 earnings per share for the current fiscal year.
The Goldman Sachs Group Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 29th. Shareholders of record on Tuesday, September 1st will be paid a dividend of $5.00 per share. The ex-dividend date is Tuesday, September 1st. This is a positive change from The Goldman Sachs Group’s previous quarterly dividend of $4.50. This represents a $20.00 dividend on an annualized basis and a yield of 2.0%. The Goldman Sachs Group’s dividend payout ratio is currently 27.78%.
(Free Report)
The Goldman Sachs Group, Inc is a global investment banking and financial services firm headquartered in New York City. Founded in 1869 as a commercial paper business, the company has grown into a diversified financial institution that provides a broad range of services to corporations, financial institutions, governments and individuals. The firm is led by Chief Executive Officer David M. Solomon and operates across major financial centers worldwide.
Goldman Sachs’ core businesses include investment banking, global markets, asset and wealth management, and consumer banking.
Featured Articles Five stocks we like better than The Goldman Sachs Group 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding GS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Goldman Sachs Group, Inc. (NYSE:GS – Free Report).
Receive News & Ratings for The Goldman Sachs Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for The Goldman Sachs Group and related companies with MarketBeat.com's FREE daily email newsletter.
BlackRock Inc. bought a new stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 23,900,376 shares of the investment management company’s stock, valued at approximately $24,172,123,000. BlackRock Inc. owned 8.21% of The Goldman Sachs Group at the end of the most recent reporting period.
Other hedge funds have also recently modified their holdings of the company. Turim 21 Investimentos Ltda. purchased a new stake in The Goldman Sachs Group in the first quarter worth $25,000. Garton & Associates Financial Advisors LLC purchased a new stake in shares of The Goldman Sachs Group during the fourth quarter valued at $26,000. Manning & Napier Advisors LLC boosted its stake in shares of The Goldman Sachs Group by 287.5% during the fourth quarter. Manning & Napier Advisors LLC now owns 31 shares of the investment management company’s stock valued at $27,000 after purchasing an additional 23 shares during the period. Steph & Co. bought a new position in shares of The Goldman Sachs Group in the first quarter worth about $27,000. Finally, Lifetime Wealth Management P.C. purchased a new position in The Goldman Sachs Group in the 4th quarter worth about $29,000. Institutional investors own 71.21% of the company’s stock.
Analyst Upgrades and Downgrades GS has been the topic of a number of research analyst reports. Wall Street Zen downgraded shares of The Goldman Sachs Group from a “buy” rating to a “hold” rating in a research note on Saturday, August 15th. Zacks Research upgraded The Goldman Sachs Group from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Dbs Bank increased their price objective on The Goldman Sachs Group from $890.00 to $1,050.00 in a research note on Thursday, May 7th. Morgan Stanley set a $1,145.00 price objective on The Goldman Sachs Group in a report on Wednesday, July 15th. Finally, Daiwa Securities Group lifted their target price on The Goldman Sachs Group from $891.00 to $930.00 and gave the company a “neutral” rating in a research report on Tuesday, May 5th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, The Goldman Sachs Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,062.86.
View Our Latest Stock Analysis on GS Key Headlines Impacting The Goldman Sachs Group Here are the key news stories impacting The Goldman Sachs Group this week:
Positive Sentiment: Goldman Sachs agreed to acquire NEOS Investments, the issuer of income-focused ETFs including the NEOS Nasdaq-100 High Income ETF, for up to $2.25 billion. The transaction would expand Goldman’s ETF and wealth-management capabilities and could add recurring fee revenue, although the premium price raises execution and integration expectations. Goldman Sachs Just Paid $2.25 Billion for the Family Behind Your 14% Income Fund Positive Sentiment: Goldman is also buying LCN Capital Partners for up to $410 million. LCN oversees roughly $3 billion, and the deal broadens Goldman’s private real-estate and net-lease platform while supporting more durable, capital-light asset-management revenue. Goldman Sachs to buy LCN Capital Partners in up to $410 million deal Positive Sentiment: Goldman forecasts U.S. ETF inflows could exceed $2 trillion in 2026, driven by active, AI, thematic and leveraged products. That outlook supports the strategic rationale for the NEOS acquisition and Goldman’s broader asset-management push. Goldman Sachs’ $2 Trillion ETF Forecast Signals a New Era for AI, Active and Thematic Funds Neutral Sentiment: Goldman’s research projecting a $1.8 trillion global space economy by 2035 and its positive views on AI-related opportunities reinforce the firm’s market influence, but these forecasts have limited immediate impact on GS earnings. Elon Musk responds to Goldman Sachs’ bold space economy prediction Negative Sentiment: Reports indicate GS underperformed while the broader market advanced, suggesting investors may be taking profits or remaining cautious about valuation, acquisition costs and financial-sector exposure. Rising oil prices and escalating U.S.-Iran tensions could further pressure markets and increase volatility. Goldman Sachs Stock Sinks As Market Gains The Goldman Sachs Group Price Performance Shares of GS opened at $1,002.64 on Friday. The company has a debt-to-equity ratio of 3.17, a quick ratio of 0.63 and a current ratio of 0.63. The company has a 50 day moving average price of $1,054.38 and a 200-day moving average price of $963.86. The Goldman Sachs Group, Inc. has a fifty-two week low of $712.97 and a fifty-two week high of $1,153.99. The stock has a market capitalization of $291.94 billion, a PE ratio of 15.48, a PEG ratio of 1.04 and a beta of 1.30.
The Goldman Sachs Group (NYSE:GS – Get Free Report) last issued its quarterly earnings data on Tuesday, July 14th. The investment management company reported $20.98 earnings per share (EPS) for the quarter, beating the consensus estimate of $14.47 by $6.51. The company had revenue of $20.34 billion for the quarter, compared to analyst estimates of $16.22 billion. The Goldman Sachs Group had a net margin of 15.53% and a return on equity of 19.16%. The Goldman Sachs Group’s revenue was up 39.4% compared to the same quarter last year. During the same period last year, the company posted $10.91 earnings per share. Equities analysts predict that The Goldman Sachs Group, Inc. will post 68.89 earnings per share for the current fiscal year.
The Goldman Sachs Group Increases Dividend The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 29th. Shareholders of record on Tuesday, September 1st will be given a dividend of $5.00 per share. This is a boost from The Goldman Sachs Group’s previous quarterly dividend of $4.50. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $20.00 annualized dividend and a yield of 2.0%. The Goldman Sachs Group’s payout ratio is 27.78%.
The Goldman Sachs Group Company Profile (Free Report)
The Goldman Sachs Group, Inc is a global investment banking and financial services firm headquartered in New York City. Founded in 1869 as a commercial paper business, the company has grown into a diversified financial institution that provides a broad range of services to corporations, financial institutions, governments and individuals. The firm is led by Chief Executive Officer David M. Solomon and operates across major financial centers worldwide.
Goldman Sachs’ core businesses include investment banking, global markets, asset and wealth management, and consumer banking.
Featured Articles Five stocks we like better than The Goldman Sachs Group 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Receive News & Ratings for The Goldman Sachs Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for The Goldman Sachs Group and related companies with MarketBeat.com's FREE daily email newsletter.
Bank of New York Mellon Corp ve 2. čtvrtletí koupila nový podíl ve společnosti BlackRock za zhruba 796,9 mil. USD a držela 0,53 % firmy. BlackRock zároveň vykázala za čtvrtletí zisk na akcii (EPS) 13,91 USD a výnosy 7,08 mld. USD, obojí nad odhady.
Bank of New York Mellon Corp acquired a new stake in shares of BlackRock (NYSE:BLK – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 828,779 shares of the asset manager’s stock, valued at approximately $796,921,000. Bank of New York Mellon Corp owned 0.53% of BlackRock at the end of the most recent quarter.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. RMG Wealth Management LLC bought a new position in shares of BlackRock in the first quarter worth approximately $25,000. Evolution Wealth Management Inc. bought a new stake in shares of BlackRock during the 4th quarter valued at $26,000. Birchbrook Inc. bought a new stake in shares of BlackRock during the 4th quarter valued at $31,000. LFA Lugano Financial Advisors SA purchased a new position in shares of BlackRock during the 4th quarter valued at $32,000. Finally, Basepoint Wealth LLC purchased a new position in shares of BlackRock during the 4th quarter valued at $32,000. Institutional investors own 80.69% of the company’s stock.
BlackRock News Roundup Here are the key news stories impacting BlackRock this week:
Positive Sentiment: BlackRock’s iShares Bitcoin Trust led a surge in U.S. spot Bitcoin ETF demand, attracting $588.5 million over three days and $284.7 million on Wednesday alone. Sustained inflows could increase BlackRock’s fee-generating assets and support growth in its digital-assets franchise. Bitcoin ETFs Heat Up After Three Days of Heavy Buying Positive Sentiment: BlackRock’s updated research continued to support Bitcoin as a potential portfolio diversifier, citing a possible 1%–2% allocation. A favorable long-term stance may help preserve demand for the iShares Bitcoin Trust despite recent cryptocurrency volatility. BlackRock updates its Bitcoin outlook after historic selloff Positive Sentiment: BlackRock and Oaktree Capital reportedly seized debt-laden movie-servicer MBS through their credit investments. The transaction highlights the scale and potential deployment opportunities of BlackRock’s private-credit platform, although distressed assets carry execution risk. BlackRock, Oaktree Seize Debt-Laden Movie Servicer MBS Neutral Sentiment: BlackRock Canada announced August cash distributions for numerous iShares ETFs, with payments scheduled for August 31 to eligible unitholders. The announcement is routine but reinforces the breadth of BlackRock’s ETF platform and recurring investor engagement. BlackRock Canada Announces August Cash Distributions Neutral Sentiment: BlackRock executives warned that bond-market volatility is spilling into equities, particularly large artificial-intelligence stocks, while highlighting the value of active management. The comments provide market context but do not materially change BLK’s earnings outlook. BlackRock: Markets calm on top line, but volatility under the hood Negative Sentiment: Rosen Law Firm said it is investigating potential securities claims involving BlackRock mutual funds, alleging materially misleading business information. The announcement does not establish wrongdoing, but it adds headline and potential litigation risk for investors. BlackRock Investor News: Rosen Law Firm Investigation Negative Sentiment: BLK underperformed the broader market during the latest session, reflecting investor caution amid market volatility and the legal-investigation headlines. Why BlackRock Dipped More Than the Broader Market Wall Street Analysts Forecast Growth A number of brokerages have issued reports on BLK. Keefe, Bruyette & Woods lowered BlackRock from a “moderate buy” rating to a “hold” rating in a research note on Friday, August 7th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $1,389.00 price objective on shares of BlackRock in a research note on Thursday, July 16th. Evercore reiterated an “outperform” rating and set a $1,260.00 target price on shares of BlackRock in a research report on Monday, August 10th. BMO Capital Markets lifted their target price on BlackRock from $1,250.00 to $1,300.00 and gave the company an “outperform” rating in a research note on Friday, July 17th. Finally, UBS Group boosted their price target on BlackRock from $1,270.00 to $1,320.00 and gave the stock a “buy” rating in a report on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $1,311.06. View Our Latest Research Report on BlackRock
BlackRock Trading Down 1.6% Shares of BLK stock opened at $1,139.89 on Friday. The company has a market cap of $176.53 billion, a PE ratio of 27.24, a price-to-earnings-growth ratio of 1.31 and a beta of 1.42. The company has a debt-to-equity ratio of 0.33, a current ratio of 3.59 and a quick ratio of 3.59. The stock’s 50 day simple moving average is $1,065.22 and its two-hundred day simple moving average is $1,043.44. BlackRock has a 1 year low of $917.39 and a 1 year high of $1,219.94.
BlackRock (NYSE:BLK – Get Free Report) last released its earnings results on Wednesday, July 15th. The asset manager reported $13.91 earnings per share for the quarter, beating the consensus estimate of $12.69 by $1.22. BlackRock had a return on equity of 14.90% and a net margin of 24.09%.The firm had revenue of $7.08 billion for the quarter, compared to the consensus estimate of $6.73 billion. During the same quarter in the previous year, the company posted $12.05 EPS. The company’s revenue for the quarter was up 30.6% compared to the same quarter last year. Research analysts predict that BlackRock will post 55.63 earnings per share for the current year.
BlackRock Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Tuesday, September 8th will be paid a dividend of $5.73 per share. This represents a $22.92 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, September 8th. BlackRock’s payout ratio is presently 54.78%.
BlackRock Company Profile (Free Report)
BlackRock, Inc is a global investment management firm that provides a broad range of products and services to institutional, intermediary and individual investors. Its core activities include portfolio management across active and index strategies, exchange-traded funds (ETFs) under the iShares brand, fixed income, equity and multi-asset solutions, as well as alternatives such as private equity, real estate and infrastructure. The firm also offers cash management and liquidity solutions and retirement-focused products designed for defined contribution and defined benefit investors.
In addition to traditional investment management, BlackRock is known for its technology and risk management capabilities, most prominently its Aladdin platform, which combines portfolio management, trading and risk analytics and is used both internally and licensed to external clients.
Featured Articles Five stocks we like better than BlackRock 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding BLK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for BlackRock (NYSE:BLK – Free Report).
Receive News & Ratings for BlackRock Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for BlackRock and related companies with MarketBeat.com's FREE daily email newsletter.
Bridgewater Advisors Inc. purchased a new stake in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 5,815 shares of the coffee company’s stock, valued at approximately $599,000.
Several other institutional investors also recently modified their holdings of the business. Norges Bank bought a new position in Starbucks during the 4th quarter worth $1,232,650,000. T. Rowe Price Investment Management Inc. grew its position in shares of Starbucks by 65.9% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 19,447,854 shares of the coffee company’s stock valued at $1,637,704,000 after buying an additional 7,725,547 shares during the last quarter. Capital World Investors grew its position in shares of Starbucks by 9.0% in the 4th quarter. Capital World Investors now owns 84,727,405 shares of the coffee company’s stock valued at $7,135,228,000 after buying an additional 7,007,268 shares during the last quarter. Corient Private Wealth LLC increased its stake in shares of Starbucks by 146.6% in the second quarter. Corient Private Wealth LLC now owns 6,049,192 shares of the coffee company’s stock valued at $553,201,000 after buying an additional 3,596,014 shares during the period. Finally, Assenagon Asset Management S.A. raised its position in shares of Starbucks by 483.8% during the second quarter. Assenagon Asset Management S.A. now owns 3,182,890 shares of the coffee company’s stock worth $325,260,000 after acquiring an additional 2,637,715 shares during the last quarter. Institutional investors own 72.29% of the company’s stock.
Insider Buying and Selling In other news, CEO Brady Brewer sold 2,229 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $105.99, for a total transaction of $236,251.71. Following the completion of the sale, the chief executive officer owned 75,135 shares in the company, valued at $7,963,558.65. The trade was a 2.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 6,687 shares of company stock valued at $681,663 over the last ninety days. Company insiders own 0.03% of the company’s stock.
Wall Street Analyst Weigh In SBUX has been the topic of several analyst reports. Sanford C. Bernstein cut Starbucks from an “outperform” rating to a “market perform” rating in a report on Monday, August 3rd. BMO Capital Markets restated an “outperform” rating and issued a $130.00 price target on shares of Starbucks in a research report on Thursday, July 30th. Citigroup upped their price objective on shares of Starbucks from $108.00 to $112.00 and gave the company a “neutral” rating in a research note on Thursday, July 30th. Stephens began coverage on shares of Starbucks in a report on Thursday, May 14th. They issued an “overweight” rating on the stock. Finally, Melius Research set a $110.00 price target on shares of Starbucks in a research report on Monday, August 3rd. Nineteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Starbucks currently has an average rating of “Hold” and an average price target of $110.30. View Our Latest Research Report on Starbucks
More Starbucks News Here are the key news stories impacting Starbucks this week:
Positive Sentiment: Starbucks reported strong recent operating momentum: global comparable sales increased 7.9% in fiscal third-quarter 2026, while revenue reached approximately $9.3 billion. The trends could support the company’s fiscal 2026 earnings outlook and reflect progress from investments in its coffeehouses. Can Starbucks’ Solid Comps Growth Support Stronger FY26 Earnings? Positive Sentiment: A promotional return of the Unicorn Frappuccino helped produce a record sales weekend, suggesting that limited-time products and brand engagement can continue to drive customer traffic. Starbucks Just Landed the Biggest Weekend in the Company’s History Neutral Sentiment: Investor comparisons with McDonald’s and Chipotle show that restaurant-stock performance in 2026 has favored companies undergoing structural change. Starbucks’ valuation remains elevated, making sustained sales and earnings improvement important for further upside. Which Restaurant Stock Has Dominated in 2026: McDonald’s, Chipotle, or Starbucks? Negative Sentiment: Starbucks is eliminating more than 200 corporate positions as part of its restructuring and approximately $2 billion cost-reduction effort. The cuts include technology, store design and construction, and coffeehouse development roles; 120 Seattle-based employees reportedly face separation after declining relocation to the new Nashville office. The company said the reductions do not involve cafe closures, but the announcement is raising concerns about disruption and turnaround execution. Starbucks Laying Off More Than 200 Workers in Streamlining Drive Starbucks Trading Down 0.9% SBUX opened at $103.99 on Friday. The company has a fifty day moving average price of $104.37 and a two-hundred day moving average price of $100.32. Starbucks Corporation has a 1-year low of $77.99 and a 1-year high of $110.51. The company has a market cap of $118.55 billion, a P/E ratio of 59.76, a price-to-earnings-growth ratio of 1.81 and a beta of 0.97.
Starbucks (NASDAQ:SBUX – Get Free Report) last issued its earnings results on Wednesday, July 29th. The coffee company reported $0.85 EPS for the quarter, beating the consensus estimate of $0.66 by $0.19. Starbucks had a negative return on equity of 34.10% and a net margin of 5.17%.The company had revenue of $9.32 billion during the quarter, compared to the consensus estimate of $9.17 billion. During the same period last year, the business posted $0.50 EPS. The firm’s revenue for the quarter was down 1.4% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.550-2.650 EPS. On average, research analysts forecast that Starbucks Corporation will post 2.64 EPS for the current fiscal year.
Starbucks Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be issued a $0.62 dividend. The ex-dividend date is Friday, August 14th. This represents a $2.48 annualized dividend and a yield of 2.4%. Starbucks’s dividend payout ratio is presently 142.53%.
Starbucks Profile (Free Report)
Starbucks Corporation is a global coffeehouse chain and roaster that operates, licenses and franchises coffee shops and related retail businesses. Founded in Seattle, Washington in 1971 by Jerry Baldwin, Zev Siegl and Gordon Bowker, the company grew from a single store focused on whole-bean coffee and equipment into a broad consumer-facing brand. Howard Schultz, who joined the company later and served in senior leadership roles, is widely credited with transforming Starbucks into a mass-market specialty coffee retailer and expanding its footprint internationally.
Starbucks’ core activities center on the retail sale of hot and cold specialty beverages, whole-bean and packaged coffees, teas and ready-to-drink products, along with complementary food items and merchandise such as mugs and brewing equipment.
Featured Stories Five stocks we like better than Starbucks 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Receive News & Ratings for Starbucks Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Starbucks and related companies with MarketBeat.com's FREE daily email newsletter.
Moderna oznámila výsledky pozdní studie experimentální vakcíny proti melanomu, která v kombinaci s lékem Mercku snížila riziko návratu rakoviny. Akcie za jeden den vyskočily o 177 %.
It's not every day that a company already worth billions sees its shares nearly triple in a single trading session. Welcome to the world of biotech, because that's exactly what happened to Moderna Inc. NASDAQ: MRNA on Wednesday of this week, after the Massachusetts-based company stunned the market with a breakthrough that sent its stock rocketing to a multi-year high.
Moderna Today
$133.32 -41.06 (-23.55%)
As of 08/20/2026 04:00 PM Eastern
$22.28▼
$176.66$66.25
The catalyst was a set of results from a closely watched trial of an experimental skin cancer vaccine, and the numbers were dramatic enough to reprice the company instantly. Shares closed up a remarkable 177% in a single day, adding to a rally that has seen the stock climb some 465% so far this year.
Get Moderna alerts:
For a company whose fortunes had faded badly since its pandemic-era heyday, this is a stunning turn of events. So what exactly did Moderna announce, why has it electrified investors, and crucially, how much further might the shares have to run?
The Breakthrough Behind the SurgeAt the heart of the excitement is a personalized cancer vaccine, developed by Moderna in partnership with the pharmaceutical giant Merck & Co. Inc. NYSE: MRK. The treatment is designed to combat melanoma, a serious form of skin cancer, and it uses the same messenger RNA (mRNA) technology that underpinned Moderna's COVID-19 vaccine.
The results themselves were seriously impressive. In a large late-stage trial of more than 1,100 high-risk patients, the vaccine, used in combination with Merck's blockbuster immunotherapy drug, meaningfully outperformed the latter’s drug used on its own. It reduced the risk of cancer returning and slowed its spread, marking the first time any late-stage trial has improved the established treatment in this setting.
That last point is what makes the news so significant. The existing drug is already a hugely successful therapy, so beating it is no small feat. For the many patients who undergo surgery for melanoma only to live in fear of a recurrence, a treatment that measurably lowers that risk represents a meaningful advance.
Why the Stock Reacted as It DidThe sheer scale of the share price move suggests the market saw this as far more than a single promising drug. The most important reason is that the result strongly validates Moderna's entire approach to fighting cancer with mRNA technology.
Moderna, Inc. (MRNA) Price Chart for Friday, August, 21, 2026
This is the crux of the bull case. The company has a whole pipeline of similar vaccines in development, targeting cancers of the lung, kidney, and bladder, among others. A convincing win in melanoma raises hopes that the same underlying technology could succeed across other programs, opening up a vast potential market far beyond this one disease.
The Short Squeeze That Poured Fuel on the FirePowerful as the science is, it also doesn't fully explain the scale of the single-session move. For that, you have to understand who was standing on the other side of the trade. Moderna had become a favorite target of short sellers, investors who borrow and sell a stock in the hope of buying it back cheaper later, profiting if the price falls.
In recent weeks, as much as 12% of Moderna’s entire float was being held by shorts, so when the trial news broke, and the stock erupted, all of those bearish positions were suddenly deep underwater. The only way to stop the losses mounting was to buy the shares back, and fast.
That stampede to exit their short positions, or to “cover,” is what turned yesterday’s big rally into an explosive one. As short sellers scrambled to buy, their purchases pushed the price higher still, forcing yet more of them to capitulate in a self-reinforcing spiral known as a short squeeze. By the end of the session, those betting against the company were reportedly sitting on paper losses approaching $5 billion, a brutal reminder of how quickly a crowded short can unravel.
How Much Further Could It GoAfter a move of this magnitude, the natural question is whether the shares have further to climb, and here some caution is warranted. The full trial data have yet to be presented, and the treatment must still clear the lengthy path to regulatory approval, something management hopes could happen as early as 2027. A great deal of optimism looks to be baked into the price now, too.
Indeed, Moderna shares were trading lower in Thursday's pre-market session, surely a sign that some investors are starting to take profits. For those on the sidelines, the sensible course may be to watch how this plays out in the coming weeks and perhaps wait for the stock to consolidate before jumping in. Whatever way you play it, investors must remember all the while that biotech stocks can be brutally binary—capable of soaring on a single trial result like this one, but just as capable of slumping on the next.
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Should You Invest $1,000 in Moderna Right Now?Before you consider Moderna, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Moderna wasn't on the list.
While Moderna currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.
Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.
Bank of New York Mellon Corp ve 2. čtvrtletí koupila nový podíl ve společnosti Adobe za zhruba 954,47 mil. USD a držela 1,17 % společnosti. Adobe zároveň oznámila čtvrtletní tržby ve výši 6,62 mld. USD, což je meziročně o 12,7 % více.
Bank of New York Mellon Corp bought a new stake in Adobe Inc. (NASDAQ:ADBE – Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 4,655,489 shares of the software company’s stock, valued at approximately $954,468,000. Bank of New York Mellon Corp owned 1.17% of Adobe as of its most recent SEC filing.
A number of other hedge funds have also recently added to or reduced their stakes in ADBE. SWAN Capital LLC raised its position in Adobe by 43.1% in the 3rd quarter. SWAN Capital LLC now owns 103 shares of the software company’s stock valued at $36,000 after purchasing an additional 31 shares during the last quarter. Logan Capital Management Inc. raised its holdings in shares of Adobe by 0.3% in the third quarter. Logan Capital Management Inc. now owns 9,789 shares of the software company’s stock valued at $3,453,000 after buying an additional 32 shares during the last quarter. Vista Capital Partners Inc. boosted its stake in shares of Adobe by 5.8% during the second quarter. Vista Capital Partners Inc. now owns 624 shares of the software company’s stock worth $241,000 after buying an additional 34 shares during the period. Klingman & Associates LLC grew its holdings in shares of Adobe by 3.5% during the fourth quarter. Klingman & Associates LLC now owns 1,104 shares of the software company’s stock worth $386,000 after buying an additional 37 shares during the last quarter. Finally, WPG Advisers LLC increased its position in Adobe by 45.9% in the 4th quarter. WPG Advisers LLC now owns 124 shares of the software company’s stock valued at $43,000 after acquiring an additional 39 shares during the period. Hedge funds and other institutional investors own 81.79% of the company’s stock.
More Adobe News Here are the key news stories impacting Adobe this week:
Positive Sentiment: Expanded Firefly AI capabilities: Adobe made Firefly’s AI-generated music, voiceovers, speech and sound-effects tools generally available. The production-oriented features could strengthen Adobe’s position in creative software, increase user engagement and create additional monetization opportunities. Adobe Firefly adds AI music, voiceovers and sound effects Positive Sentiment: Improving AI investor sentiment: Bank of America raised its price target for Adobe, citing the company’s potential to monetize artificial intelligence. This reflects growing optimism that Adobe’s broad creative and document ecosystem can benefit from AI demand. ServiceNow, Adobe, Workday stocks get BofA PT boost Positive Sentiment: Recovery thesis remains intact: Recent commentary highlights Adobe’s relatively low valuation, strong free-cash-flow generation and potential for a sustained recovery as its AI strategy develops. Another analysis describes the shares as undervalued despite the recent rally. Adobe: Strong Recovery Is Just Beginning Neutral Sentiment: AI strategy is still being evaluated: Adobe is broadening access to AI tools through a freemium approach and has paused price increases to expand its user base. The strategy may support double-digit recurring-revenue growth, but investors need proof that wider adoption will translate into durable paid revenue. Is Adobe Below Fair Value On Its Freemium AI Push? Negative Sentiment: Conflicting Bank of America signal: Although BofA increased its target from $190 to $220, it retained an “underperform” rating. The target remains below the prevailing share price, signaling concern that Adobe’s AI progress may not yet justify the stock’s recovery. Benzinga analyst update Analyst Ratings Changes ADBE has been the subject of a number of recent research reports. Oppenheimer reaffirmed a “market perform” rating on shares of Adobe in a research report on Friday, June 12th. Citigroup restated a “market perform” rating on shares of Adobe in a research note on Friday, June 12th. UBS Group downgraded Adobe from a “buy” rating to an “equal weight” rating in a report on Tuesday, July 21st. Evercore set a $225.00 price objective on shares of Adobe and gave the company an “in-line” rating in a research report on Friday, June 12th. Finally, CLSA started coverage on shares of Adobe in a research report on Monday, July 20th. They set an “outperform” rating and a $300.00 price objective for the company. Seven research analysts have rated the stock with a Buy rating, twenty-one have given a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $270.96. Read Our Latest Stock Analysis on ADBE
Insider Transactions at Adobe In related news, Director David A. Ricks bought 10,000 shares of the company’s stock in a transaction on Thursday, June 25th. The stock was bought at an average cost of $194.51 per share, with a total value of $1,945,100.00. Following the completion of the acquisition, the director owned 17,655 shares in the company, valued at approximately $3,434,074.05. This represents a 130.63% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CAO Jillian Forusz sold 416 shares of Adobe stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $264.33, for a total transaction of $109,961.28. Following the sale, the chief accounting officer owned 3,824 shares of the company’s stock, valued at approximately $1,010,797.92. The trade was a 9.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.20% of the company’s stock.
Adobe Stock Down 0.1% ADBE opened at $272.22 on Friday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.75 and a quick ratio of 0.75. Adobe Inc. has a 12 month low of $190.12 and a 12 month high of $370.86. The stock has a market capitalization of $108.21 billion, a P/E ratio of 15.57, a P/E/G ratio of 0.92 and a beta of 1.40. The business has a 50 day simple moving average of $231.18 and a 200-day simple moving average of $244.78.
Adobe (NASDAQ:ADBE – Get Free Report) last released its quarterly earnings data on Thursday, June 11th. The software company reported $5.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.82 by $0.14. Adobe had a return on equity of 65.11% and a net margin of 28.69%.The firm had revenue of $6.62 billion during the quarter, compared to analysts’ expectations of $6.45 billion. During the same quarter in the prior year, the business posted $5.06 earnings per share. Adobe’s revenue was up 12.7% compared to the same quarter last year. Adobe has set its FY 2026 guidance at 24.350-24.450 EPS and its Q3 2026 guidance at 6.050-6.100 EPS. On average, equities analysts anticipate that Adobe Inc. will post 19.81 earnings per share for the current fiscal year.
Adobe Profile (Free Report)
Adobe Inc, founded in 1982 by John Warnock and Charles Geschke and headquartered in San Jose, California, is a global software company that develops tools and services for creative professionals, marketers and enterprises. Under the leadership of CEO Shantanu Narayen, who has led the company since 2007, Adobe has evolved from a provider of desktop publishing tools into a cloud-centric provider of digital media and digital experience solutions.
The company’s core offerings are organized around digital media and digital experience.
Featured Stories Five stocks we like better than Adobe 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding ADBE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Adobe Inc. (NASDAQ:ADBE – Free Report).
Receive News & Ratings for Adobe Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Adobe and related companies with MarketBeat.com's FREE daily email newsletter.
AlpenGlobal Capital LLC acquired a new position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 10,377 shares of the software company’s stock, valued at approximately $2,127,000. Adobe accounts for about 1.4% of AlpenGlobal Capital LLC’s investment portfolio, making the stock its 24th biggest holding.
Other large investors have also made changes to their positions in the company. BlackRock Inc. acquired a new position in shares of Adobe in the second quarter valued at $8,437,821,000. Norges Bank acquired a new stake in Adobe during the fourth quarter worth $2,275,165,000. Bank of New York Mellon Corp acquired a new stake in Adobe during the second quarter worth $954,468,000. Deutsche Bank AG bought a new stake in Adobe in the 2nd quarter valued at $750,203,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Adobe in the 2nd quarter valued at $211,248,000. Institutional investors and hedge funds own 81.79% of the company’s stock.
Analyst Upgrades and Downgrades A number of equities analysts have recently commented on ADBE shares. Oppenheimer reaffirmed a “market perform” rating on shares of Adobe in a report on Friday, June 12th. Sanford C. Bernstein lowered their target price on shares of Adobe from $447.00 to $379.00 and set an “outperform” rating on the stock in a research note on Friday, June 12th. Mizuho dropped their price target on shares of Adobe from $270.00 to $245.00 and set a “neutral” rating for the company in a research report on Friday, June 12th. HSBC upgraded shares of Adobe from a “hold” rating to a “buy” rating and raised their price target for the stock from $282.00 to $308.00 in a research note on Thursday, July 2nd. Finally, Wall Street Zen downgraded Adobe from a “buy” rating to a “hold” rating in a report on Saturday, July 4th. Seven research analysts have rated the stock with a Buy rating, twenty-one have assigned a Hold rating and five have given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $270.96.
Check Out Our Latest Report on Adobe Adobe Price Performance Adobe stock opened at $272.22 on Friday. The business’s fifty day moving average is $231.18 and its two-hundred day moving average is $244.78. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.75 and a current ratio of 0.75. The firm has a market cap of $108.21 billion, a P/E ratio of 15.57, a P/E/G ratio of 0.92 and a beta of 1.40. Adobe Inc. has a 52 week low of $190.12 and a 52 week high of $370.86.
Adobe (NASDAQ:ADBE – Get Free Report) last announced its earnings results on Thursday, June 11th. The software company reported $5.96 earnings per share for the quarter, beating analysts’ consensus estimates of $5.82 by $0.14. Adobe had a return on equity of 65.11% and a net margin of 28.69%.The company had revenue of $6.62 billion during the quarter, compared to analyst estimates of $6.45 billion. During the same period last year, the company posted $5.06 earnings per share. The firm’s quarterly revenue was up 12.7% compared to the same quarter last year. Adobe has set its FY 2026 guidance at 24.350-24.450 EPS and its Q3 2026 guidance at 6.050-6.100 EPS. Equities research analysts forecast that Adobe Inc. will post 19.81 earnings per share for the current fiscal year.
Adobe News Roundup Here are the key news stories impacting Adobe this week:
Positive Sentiment: Expanded Firefly AI capabilities: Adobe made Firefly’s AI-generated music, voiceovers, speech and sound-effects tools generally available. The production-oriented features could strengthen Adobe’s position in creative software, increase user engagement and create additional monetization opportunities. Adobe Firefly adds AI music, voiceovers and sound effects Positive Sentiment: Improving AI investor sentiment: Bank of America raised its price target for Adobe, citing the company’s potential to monetize artificial intelligence. This reflects growing optimism that Adobe’s broad creative and document ecosystem can benefit from AI demand. ServiceNow, Adobe, Workday stocks get BofA PT boost Positive Sentiment: Recovery thesis remains intact: Recent commentary highlights Adobe’s relatively low valuation, strong free-cash-flow generation and potential for a sustained recovery as its AI strategy develops. Another analysis describes the shares as undervalued despite the recent rally. Adobe: Strong Recovery Is Just Beginning Neutral Sentiment: AI strategy is still being evaluated: Adobe is broadening access to AI tools through a freemium approach and has paused price increases to expand its user base. The strategy may support double-digit recurring-revenue growth, but investors need proof that wider adoption will translate into durable paid revenue. Is Adobe Below Fair Value On Its Freemium AI Push? Negative Sentiment: Conflicting Bank of America signal: Although BofA increased its target from $190 to $220, it retained an “underperform” rating. The target remains below the prevailing share price, signaling concern that Adobe’s AI progress may not yet justify the stock’s recovery. Benzinga analyst update Insider Activity In related news, Director David A. Ricks acquired 10,000 shares of the stock in a transaction on Thursday, June 25th. The stock was purchased at an average price of $194.51 per share, for a total transaction of $1,945,100.00. Following the transaction, the director owned 17,655 shares of the company’s stock, valued at $3,434,074.05. The trade was a 130.63% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Jillian Forusz sold 416 shares of the business’s stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $264.33, for a total transaction of $109,961.28. Following the completion of the transaction, the chief accounting officer directly owned 3,824 shares of the company’s stock, valued at approximately $1,010,797.92. This represents a 9.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.20% of the company’s stock.
About Adobe (Free Report)
Adobe Inc, founded in 1982 by John Warnock and Charles Geschke and headquartered in San Jose, California, is a global software company that develops tools and services for creative professionals, marketers and enterprises. Under the leadership of CEO Shantanu Narayen, who has led the company since 2007, Adobe has evolved from a provider of desktop publishing tools into a cloud-centric provider of digital media and digital experience solutions.
The company’s core offerings are organized around digital media and digital experience.
Recommended Stories Five stocks we like better than Adobe 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Receive News & Ratings for Adobe Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Adobe and related companies with MarketBeat.com's FREE daily email newsletter.
Allworth Financial LP purchased a new position in shares of American Express Company (NYSE:AXP) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 142,143 shares of the payment services company’s stock, valued at approximately $48,080,000.
Several other institutional investors and hedge funds also recently modified their holdings of AXP. Greenspring Advisors LLC acquired a new position in shares of American Express during the second quarter valued at approximately $506,000. B. Metzler seel. Sohn & Co. AG acquired a new stake in American Express in the second quarter worth approximately $25,040,000. TrinityBridge Ltd bought a new position in American Express during the 2nd quarter valued at $271,000. AlpenGlobal Capital LLC bought a new position in American Express during the 2nd quarter valued at $7,479,000. Finally, Silvant Capital Management LLC acquired a new position in shares of American Express during the 2nd quarter valued at $9,491,000. Institutional investors own 84.33% of the company’s stock.
American Express News Roundup Here are the key news stories impacting American Express this week:
Positive Sentiment: American Express expanded its virtual-card capabilities for U.S. commercial customers through its @ Work platform and Conferma. The initiative could strengthen AXP’s position in corporate payments by improving security, spending controls, and integration with business and travel workflows. Is American Express’ Expanded Virtual Cards Strategy Deepening Its Corporate Moat in Premium Payments? Positive Sentiment: AXP became the official payments partner of St Andrews Links, expanding its premium sports and lifestyle partnership portfolio. The agreement may support international brand awareness, card-member engagement, and premium-card acquisition, although the near-term financial impact is likely limited. American Express and St Andrews Links Trust Announce Partnership Positive Sentiment: A recent profile highlighted CEO Steve Squeri’s strategy of attracting younger customers with premium products such as the Platinum Card. The company’s success with millennials and Gen Z supports the long-term value of its premium-card model. The American Express CEO Defied Haters Neutral Sentiment: Analyst opinions on American Express are mixed, indicating limited consensus on the stock’s valuation and outlook. Management is scheduled to participate in the Barclays Global Financial Services Conference on September 16, which could provide additional commentary on spending trends, credit quality, and guidance. Analysts’ Opinions Are Mixed on American Express American Express to Participate in Barclays Global Financial Services Conference Negative Sentiment: A 2026 Long Angle survey of more than 9,000 high-net-worth individuals found that Amex and Chase lagged other providers in loyalty, while Fidelity and Schwab ranked better in banking-related categories. The findings raise concerns about customer retention and competitive pressure in an important premium segment. Long Angle High-Net-Worth Study Wall Street Analysts Forecast Growth Several analysts have recently weighed in on the company. JPMorgan Chase & Co. upgraded American Express from a “neutral” rating to an “overweight” rating and upped their price objective for the company from $328.00 to $400.00 in a report on Monday, July 13th. Loop Capital initiated coverage on American Express in a report on Thursday, May 21st. They set a “buy” rating and a $389.00 target price on the stock. Guggenheim assumed coverage on shares of American Express in a research report on Monday, July 13th. They issued a “buy” rating on the stock. Freedom Capital raised shares of American Express from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 14th. Finally, Jefferies Financial Group upgraded shares of American Express from a “hold” rating to a “buy” rating in a research report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $373.32. View Our Latest Analysis on AXP
American Express Stock Performance AXP opened at $331.99 on Friday. The firm has a market cap of $224.20 billion, a PE ratio of 20.15, a P/E/G ratio of 1.37 and a beta of 1.04. The company has a quick ratio of 1.54, a current ratio of 1.55 and a debt-to-equity ratio of 1.66. The business has a fifty day simple moving average of $342.98 and a 200-day simple moving average of $326.77. American Express Company has a fifty-two week low of $290.97 and a fifty-two week high of $387.49.
American Express (NYSE:AXP – Get Free Report) last issued its quarterly earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share for the quarter, topping analysts’ consensus estimates of $4.41 by $0.12. American Express had a return on equity of 34.12% and a net margin of 15.07%.The firm had revenue of $19.64 billion for the quarter, compared to analysts’ expectations of $19.70 billion. During the same quarter last year, the business posted $4.08 EPS. American Express’s revenue was up 10.0% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities analysts predict that American Express Company will post 17.67 EPS for the current fiscal year.
American Express Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Monday, August 10th. Investors of record on Thursday, July 2nd were paid a $0.95 dividend. The ex-dividend date of this dividend was Thursday, July 2nd. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. American Express’s dividend payout ratio (DPR) is currently 23.06%.
(Free Report)
American Express is a global financial services company primarily known for its payment card products, travel services and merchant network. Founded in 1850 as an express mail business, the company evolved through the 20th century into a payments and travel-focused organization. Its core activities include issuing consumer and commercial charge and credit cards, operating a global card acceptance and processing network, and providing travel-related services and customer loyalty programs.
American Express issues a range of products for individuals, small businesses and large corporations, including personal cards, business and corporate cards, and co‑brand partnerships with airlines, hotels and retailers.
See Also Five stocks we like better than American Express 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding AXP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for American Express Company (NYSE:AXP – Free Report).
Receive News & Ratings for American Express Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for American Express and related companies with MarketBeat.com's FREE daily email newsletter.
Bank of New York Mellon ve 2. čtvrtletí zvýšila svůj podíl v Lowe’s o 1,4 % na 4 104 782 akcií. Lowe’s zároveň oznámila zisk na akcii (EPS) 4,40 USD, nad odhadem 4,22 USD, a tržby 25,96 miliardy USD.
Bank of New York Mellon Corp increased its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 1.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,104,782 shares of the home improvement retailer’s stock after acquiring an additional 57,167 shares during the quarter. Bank of New York Mellon Corp owned about 0.73% of Lowe’s Companies worth $905,063,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC increased its holdings in shares of Lowe’s Companies by 119.7% during the fourth quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock valued at $7,889,000 after acquiring an additional 17,413 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Lowe’s Companies by 31.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock worth $266,000 after purchasing an additional 259 shares in the last quarter. Sivia Capital Partners LLC grew its position in Lowe’s Companies by 22.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock worth $340,000 after purchasing an additional 280 shares during the last quarter. United Bank grew its position in Lowe’s Companies by 1.3% during the 2nd quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock worth $2,690,000 after purchasing an additional 155 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in Lowe’s Companies by 13.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock valued at $528,000 after purchasing an additional 275 shares in the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.
Lowe’s Companies Price Performance
Shares of LOW stock opened at $217.72 on Friday. Lowe’s Companies, Inc. has a 1-year low of $199.40 and a 1-year high of $293.06. The company has a market cap of $122.08 billion, a price-to-earnings ratio of 18.40, a PEG ratio of 2.85 and a beta of 0.86. The stock has a 50 day simple moving average of $216.13 and a 200-day simple moving average of $233.11.
Lowe’s Companies (NYSE:LOW – Get Free Report) last announced its earnings results on Wednesday, August 19th. The home improvement retailer reported $4.40 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.22 by $0.18. The business had revenue of $25.96 billion for the quarter, compared to analyst estimates of $26.13 billion. Lowe’s Companies had a net margin of 7.34% and a negative return on equity of 75.67%. The company’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same quarter last year, the business earned $4.33 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.250 EPS. Analysts anticipate that Lowe’s Companies, Inc. will post 12.26 earnings per share for the current fiscal year.
Lowe’s Companies Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Investors of record on Wednesday, July 22nd were issued a $1.25 dividend. This represents a $5.00 annualized dividend and a yield of 2.3%. The ex-dividend date was Wednesday, July 22nd. This is a positive change from Lowe’s Companies’s previous quarterly dividend of $1.20. Lowe’s Companies’s payout ratio is presently 42.27%.
Wall Street Analysts Forecast Growth
A number of brokerages recently issued reports on LOW. HSBC reduced their target price on Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating for the company in a research note on Thursday, May 21st. DA Davidson reissued a “neutral” rating and issued a $245.00 price objective on shares of Lowe’s Companies in a report on Wednesday. Weiss Ratings cut Lowe’s Companies from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday. Citigroup decreased their target price on Lowe’s Companies from $267.00 to $260.00 and set a “buy” rating for the company in a report on Thursday. Finally, Stifel Nicolaus decreased their target price on Lowe’s Companies from $270.00 to $220.00 and set a “hold” rating for the company in a report on Monday, May 18th. Twenty-three analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $259.37.
Get Our Latest Analysis on LOW
Trending Headlines about Lowe’s Companies
Here are the key news stories impacting Lowe’s Companies this week:
Positive Sentiment: Lowe’s reported adjusted EPS of $4.40, ahead of the $4.22 analyst consensus, while revenue increased 8.3% year over year to $25.96 billion. Comparable sales rose 0.2%, broadly matching expectations, and digital and Pro-customer growth provided support. Lowe’s Reports Second Quarter 2026 Sales and Earnings Results
Positive Sentiment: Several analysts remain bullish despite trimming their targets. Telsey Advisory reduced its target to $260 but maintained an “outperform” rating, while Truist, UBS, and KeyCorp retained “buy” or bullish ratings. Analysts cited potential acceleration in comparable sales during the second half and continued strategic progress. Analysts Revise Forecasts on Lowe’s After Q2 Earnings
Neutral Sentiment: Lowe’s received an approximately $80 million tariff refund, improving current-period results, but management said the benefit will not be used for price reductions. Because the refund is a one-time item, investors may place limited value on it for forecasting recurring earnings. Lowe’s Received an $80 Million Tariff Refund
Negative Sentiment: The company reset fiscal 2026 guidance to the low end of its prior range, calling for approximately $92 billion in revenue and $12.25 adjusted EPS, below consensus expectations of roughly $93.3 billion and $12.88 EPS. Management cited persistent weakness in discretionary do-it-yourself spending, elevated mortgage rates, and a soft housing market. Lowe’s Gives Muted Outlook
Negative Sentiment: UBS, Mizuho, and Telsey lowered their price targets following the results, reflecting reduced near-term earnings expectations. Lowe’s also continues to trail Home Depot on comparable-sales momentum, increasing concerns about market-share and product-mix disadvantages. Lowe’s Widens the Gap With Home Depot
Insiders Place Their Bets
In other Lowe’s Companies news, EVP Margrethe R. Vagell sold 2,500 shares of the business’s stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $223.83, for a total transaction of $559,575.00. Following the completion of the sale, the executive vice president directly owned 20,220 shares in the company, valued at approximately $4,525,842.60. The trade was a 11.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Janice Dupre sold 14,150 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $221.90, for a total value of $3,139,885.00. Following the transaction, the executive vice president directly owned 39,785 shares of the company’s stock, valued at $8,828,291.50. The trade was a 26.24% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 25,980 shares of company stock worth $5,796,937. Corporate insiders own 0.29% of the company’s stock.
Lowe’s Companies Profile
(Free Report)
Lowe’s Companies, Inc is a leading home improvement retailer that operates large-format stores and digital channels serving both do-it-yourself homeowners and professional contractors. The company offers a broad assortment of products including building materials, lumber, appliances, tools and hardware, plumbing and electrical supplies, paint, flooring, kitchen and bath fixtures, outdoor and garden products, and home decor. Lowe’s also provides a range of services such as installation, home improvement financing, tool and equipment rental, and contractor-focused sales programs.
Operations are centered on a nationwide brick-and-mortar store network supported by distribution centers and an e-commerce platform that enables online ordering, delivery and in-store pickup.
Further Reading
Five stocks we like better than Lowe’s Companies
3 Energy Stocks Raising Dividends as the Sector Surges
5 Reasons the S&P 500 Could Keep Rallying Through Year-End
Walmart’s Post-Earnings Drop Could Be a Buying Opportunity
The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Want to see what other hedge funds are holding LOW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Lowe’s Companies, Inc. (NYSE:LOW – Free Report).
Receive News & Ratings for Lowe's Companies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Lowe's Companies and related companies with MarketBeat.com's FREE daily email newsletter.
B. Metzler seel. Sohn & Co. AG ve 2. čtvrtletí koupila novou pozici ve Phillips 66, konkrétně 75 146 akcií za zhruba 12,7 mil. USD. Akcie zároveň podpořili i další institucionální investoři.
B. Metzler seel. Sohn & Co. AG purchased a new position in shares of Phillips 66 (NYSE:PSX – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 75,146 shares of the oil and gas company’s stock, valued at approximately $12,703,000.
Other institutional investors have also recently made changes to their positions in the company. Key Client Fiduciary Advisors LLC lifted its holdings in shares of Phillips 66 by 3.5% in the 2nd quarter. Key Client Fiduciary Advisors LLC now owns 1,624 shares of the oil and gas company’s stock worth $275,000 after acquiring an additional 55 shares during the last quarter. Threadgill Financial LLC increased its holdings in Phillips 66 by 3.5% in the 2nd quarter. Threadgill Financial LLC now owns 1,693 shares of the oil and gas company’s stock valued at $286,000 after purchasing an additional 58 shares during the last quarter. Calamos Wealth Management LLC raised its position in Phillips 66 by 2.0% in the second quarter. Calamos Wealth Management LLC now owns 3,084 shares of the oil and gas company’s stock valued at $521,000 after purchasing an additional 60 shares during the period. Somerset Trust Co raised its position in Phillips 66 by 0.3% in the second quarter. Somerset Trust Co now owns 21,301 shares of the oil and gas company’s stock valued at $3,601,000 after purchasing an additional 63 shares during the period. Finally, Clifford Group LLC lifted its stake in Phillips 66 by 2.0% during the fourth quarter. Clifford Group LLC now owns 3,315 shares of the oil and gas company’s stock worth $428,000 after purchasing an additional 64 shares in the last quarter. Hedge funds and other institutional investors own 76.93% of the company’s stock.
Analysts Set New Price Targets Several equities research analysts recently issued reports on the company. The Goldman Sachs Group boosted their price objective on Phillips 66 from $207.00 to $235.00 and gave the company a “neutral” rating in a report on Wednesday, July 22nd. Citigroup reaffirmed a “neutral” rating on shares of Phillips 66 in a research report on Thursday, August 6th. Jefferies Financial Group boosted their price target on shares of Phillips 66 from $191.00 to $207.00 and gave the stock a “hold” rating in a research note on Thursday, July 9th. Barclays increased their price target on shares of Phillips 66 from $183.00 to $216.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 6th. Finally, UBS Group raised their price objective on shares of Phillips 66 from $212.00 to $235.00 and gave the company a “buy” rating in a research note on Monday, July 27th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $206.56.
Check Out Our Latest Report on PSX Insider Activity In related news, EVP Vanessa Allen Sutherland sold 3,523 shares of the business’s stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $211.05, for a total transaction of $743,529.15. Following the completion of the transaction, the executive vice president owned 27,537 shares in the company, valued at approximately $5,811,683.85. The trade was a 11.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Richard G. Harbison sold 52,100 shares of the firm’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $223.76, for a total value of $11,657,896.00. Following the completion of the sale, the executive vice president owned 39,094 shares in the company, valued at approximately $8,747,673.44. This represents a 57.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 100,507 shares of company stock valued at $21,770,810 over the last quarter. Company insiders own 0.40% of the company’s stock.
Phillips 66 Stock Performance Shares of Phillips 66 stock opened at $239.46 on Friday. Phillips 66 has a one year low of $122.25 and a one year high of $246.95. The company has a market cap of $95.55 billion, a PE ratio of 13.64, a P/E/G ratio of 0.18 and a beta of 0.68. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.00 and a current ratio of 1.32. The business has a 50-day simple moving average of $197.59 and a 200-day simple moving average of $178.99.
Phillips 66 (NYSE:PSX – Get Free Report) last issued its earnings results on Wednesday, August 5th. The oil and gas company reported $9.41 earnings per share for the quarter, beating the consensus estimate of $7.50 by $1.91. Phillips 66 had a net margin of 4.54% and a return on equity of 19.93%. The firm had revenue of $52.04 billion for the quarter, compared to analysts’ expectations of $43.60 billion. During the same quarter last year, the company earned $2.38 earnings per share. On average, equities research analysts forecast that Phillips 66 will post 23.86 EPS for the current fiscal year.
Phillips 66 Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 18th will be given a $1.27 dividend. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $5.08 dividend on an annualized basis and a dividend yield of 2.1%. Phillips 66’s dividend payout ratio is currently 28.95%.
Phillips 66 declared that its Board of Directors has approved a stock buyback plan on Friday, July 31st that authorizes the company to repurchase $10.00 billion in outstanding shares. This repurchase authorization authorizes the oil and gas company to repurchase up to 11.8% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its stock is undervalued.
Phillips 66 Profile (Free Report)
Phillips 66 (NYSE: PSX) is an independent energy manufacturing and logistics company engaged primarily in refining, midstream transportation, marketing and chemicals. The company processes crude oil into transportation fuels, lubricants and other petroleum products, operates pipeline and storage infrastructure, and participates in petrochemical production through strategic investments. Phillips 66 serves commercial, industrial and retail customers and positions its operations across the value chain of the downstream energy sector.
The company’s principal activities include refining crude oil into gasoline, diesel, jet fuel and feedstocks for petrochemical production; operating midstream assets such as pipelines, terminals and fractionators that move and store crude oil and natural gas liquids; and marketing and distributing fuels and lubricants through wholesale and retail channels.
Featured Articles Five stocks we like better than Phillips 66 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding PSX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Phillips 66 (NYSE:PSX – Free Report).
Receive News & Ratings for Phillips 66 Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Phillips 66 and related companies with MarketBeat.com's FREE daily email newsletter.
Advisors Capital Management ve 2. čtvrtletí koupila nový podíl ve společnosti Phillips 66 za zhruba 13,794 milionu USD. Firma zároveň oznámila zpětný odkup akcií v hodnotě 10 miliard USD.
Advisors Capital Management LLC acquired a new stake in shares of Phillips 66 (NYSE:PSX – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 81,597 shares of the oil and gas company’s stock, valued at approximately $13,794,000.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in PSX. MUFG Securities EMEA plc grew its position in Phillips 66 by 113.5% in the fourth quarter. MUFG Securities EMEA plc now owns 16,518 shares of the oil and gas company’s stock worth $2,131,000 after acquiring an additional 8,783 shares in the last quarter. Horizon Investments LLC raised its position in Phillips 66 by 478.4% during the fourth quarter. Horizon Investments LLC now owns 63,290 shares of the oil and gas company’s stock valued at $8,167,000 after purchasing an additional 52,348 shares in the last quarter. Truist Financial Corp lifted its stake in Phillips 66 by 1.6% during the fourth quarter. Truist Financial Corp now owns 675,084 shares of the oil and gas company’s stock worth $87,113,000 after purchasing an additional 10,585 shares during the last quarter. Fifth Third Bancorp lifted its stake in Phillips 66 by 543.7% during the first quarter. Fifth Third Bancorp now owns 128,156 shares of the oil and gas company’s stock worth $23,348,000 after purchasing an additional 108,248 shares during the last quarter. Finally, National Pension Service boosted its holdings in shares of Phillips 66 by 2.0% in the 4th quarter. National Pension Service now owns 614,059 shares of the oil and gas company’s stock worth $79,238,000 after purchasing an additional 11,960 shares in the last quarter. 76.93% of the stock is currently owned by hedge funds and other institutional investors.
Phillips 66 Trading Down 1.2% NYSE PSX opened at $239.46 on Friday. The firm has a market cap of $95.55 billion, a PE ratio of 13.64, a price-to-earnings-growth ratio of 0.18 and a beta of 0.68. Phillips 66 has a 1-year low of $122.25 and a 1-year high of $246.95. The stock has a 50-day moving average of $197.59 and a 200-day moving average of $178.99. The company has a current ratio of 1.32, a quick ratio of 1.00 and a debt-to-equity ratio of 0.57.
Phillips 66 (NYSE:PSX – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The oil and gas company reported $9.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.50 by $1.91. The business had revenue of $52.04 billion for the quarter, compared to analyst estimates of $43.60 billion. Phillips 66 had a return on equity of 19.93% and a net margin of 4.54%.During the same period last year, the company earned $2.38 EPS. As a group, sell-side analysts forecast that Phillips 66 will post 23.86 EPS for the current year. Phillips 66 Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 18th will be paid a dividend of $1.27 per share. This represents a $5.08 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 18th. Phillips 66’s dividend payout ratio is 28.95%.
Phillips 66 announced that its board has initiated a stock buyback program on Friday, July 31st that allows the company to repurchase $10.00 billion in outstanding shares. This repurchase authorization allows the oil and gas company to purchase up to 11.8% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board of directors believes its shares are undervalued.
Analyst Upgrades and Downgrades PSX has been the topic of several recent research reports. Raymond James Financial increased their price objective on Phillips 66 from $218.00 to $235.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. Wells Fargo & Company upped their target price on Phillips 66 from $201.00 to $239.00 and gave the stock an “overweight” rating in a research note on Thursday, August 6th. Zacks Research cut shares of Phillips 66 from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 6th. Tudor Pickering raised shares of Phillips 66 from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 30th. Finally, Barclays upped their price objective on shares of Phillips 66 from $183.00 to $216.00 and gave the company an “equal weight” rating in a research note on Thursday, August 6th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $206.56.
View Our Latest Research Report on PSX
Insider Activity In other Phillips 66 news, EVP Vanessa Allen Sutherland sold 3,523 shares of the stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $211.05, for a total transaction of $743,529.15. Following the completion of the sale, the executive vice president owned 27,537 shares of the company’s stock, valued at $5,811,683.85. This represents a 11.34% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Brian Mandell sold 30,000 shares of the firm’s stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $215.00, for a total transaction of $6,450,000.00. Following the completion of the sale, the executive vice president directly owned 61,595 shares in the company, valued at approximately $13,242,925. This trade represents a 32.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 100,507 shares of company stock worth $21,770,810 over the last ninety days. Company insiders own 0.40% of the company’s stock.
Phillips 66 Profile (Free Report)
Phillips 66 (NYSE: PSX) is an independent energy manufacturing and logistics company engaged primarily in refining, midstream transportation, marketing and chemicals. The company processes crude oil into transportation fuels, lubricants and other petroleum products, operates pipeline and storage infrastructure, and participates in petrochemical production through strategic investments. Phillips 66 serves commercial, industrial and retail customers and positions its operations across the value chain of the downstream energy sector.
The company’s principal activities include refining crude oil into gasoline, diesel, jet fuel and feedstocks for petrochemical production; operating midstream assets such as pipelines, terminals and fractionators that move and store crude oil and natural gas liquids; and marketing and distributing fuels and lubricants through wholesale and retail channels.
Featured Articles Five stocks we like better than Phillips 66 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Receive News & Ratings for Phillips 66 Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Phillips 66 and related companies with MarketBeat.com's FREE daily email newsletter.
Allworth Financial LP ve 2. čtvrtletí koupila novou pozici v Synopsys za zhruba 4,286 milionu USD, když nabyla 9 608 akcií. Firma zároveň oznámila čtvrtletní EPS 3,35 USD a tržby 2,28 miliardy USD.
Allworth Financial LP bought a new position in Synopsys, Inc. (NASDAQ:SNPS – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 9,608 shares of the semiconductor company’s stock, valued at approximately $4,286,000.
Other institutional investors have also recently made changes to their positions in the company. Sankala Group LLC bought a new stake in shares of Synopsys in the fourth quarter worth $25,000. Elevation Wealth Partners LLC boosted its position in Synopsys by 96.4% in the second quarter. Elevation Wealth Partners LLC now owns 55 shares of the semiconductor company’s stock worth $25,000 after purchasing an additional 27 shares during the last quarter. IMG Wealth Management Inc. purchased a new position in Synopsys in the second quarter worth about $28,000. Caitong International Asset Management Co. Ltd bought a new stake in shares of Synopsys during the 4th quarter valued at about $28,000. Finally, Atlas Capital Advisors Inc. bought a new stake in shares of Synopsys during the 4th quarter valued at about $32,000. Hedge funds and other institutional investors own 85.47% of the company’s stock.
Synopsys Stock Performance SNPS opened at $397.92 on Friday. The stock has a market capitalization of $76.19 billion, a price-to-earnings ratio of 92.11, a PEG ratio of 2.36 and a beta of 1.23. The company has a fifty day moving average of $420.85 and a 200 day moving average of $440.51. Synopsys, Inc. has a fifty-two week low of $366.00 and a fifty-two week high of $615.79. The company has a debt-to-equity ratio of 0.33, a quick ratio of 1.32 and a current ratio of 1.43.
Synopsys (NASDAQ:SNPS – Get Free Report) last announced its quarterly earnings results on Wednesday, May 27th. The semiconductor company reported $3.35 EPS for the quarter, beating analysts’ consensus estimates of $3.15 by $0.20. Synopsys had a return on equity of 5.83% and a net margin of 8.91%.The company had revenue of $2.28 billion during the quarter, compared to analyst estimates of $2.25 billion. During the same period in the prior year, the company earned $3.67 earnings per share. The firm’s revenue was up 41.9% on a year-over-year basis. Synopsys has set its FY 2026 guidance at 14.720-14.800 EPS and its Q3 2026 guidance at 3.630-3.690 EPS. As a group, sell-side analysts forecast that Synopsys, Inc. will post 10.65 earnings per share for the current fiscal year. Insiders Place Their Bets In related news, CFO Shelagh Glaser sold 3,394 shares of the company’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $450.02, for a total transaction of $1,527,367.88. Following the transaction, the chief financial officer directly owned 14,358 shares in the company, valued at approximately $6,461,387.16. This represents a 19.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sassine Ghazi sold 14,603 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $458.96, for a total value of $6,702,192.88. Following the completion of the sale, the chief executive officer owned 75,020 shares in the company, valued at approximately $34,431,179.20. The trade was a 16.29% decrease in their ownership of the stock. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders own 0.56% of the company’s stock.
Analyst Ratings Changes A number of brokerages have commented on SNPS. Benchmark reaffirmed a “buy” rating on shares of Synopsys in a report on Wednesday. Morgan Stanley dropped their price target on shares of Synopsys from $525.00 to $500.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Berenberg Bank set a $633.00 price objective on shares of Synopsys in a research report on Wednesday, May 27th. BNP Paribas Exane upped their price objective on Synopsys from $425.00 to $450.00 and gave the stock an “underperform” rating in a research note on Thursday, May 28th. Finally, Citigroup raised their target price on Synopsys from $600.00 to $610.00 and gave the stock a “buy” rating in a report on Thursday, May 28th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $563.59.
Check Out Our Latest Stock Report on Synopsys
Synopsys Company Profile (Free Report)
Synopsys, Inc is a leading provider of electronic design automation (EDA) software and semiconductor intellectual property (IP) used to design, verify and manufacture integrated circuits and complex systems-on-chip (SoCs). Its product portfolio spans tools and technologies for front‑end design and synthesis, simulation and verification, physical implementation and signoff, and design-for-manufacturability, enabling chip designers to move from architecture through tape‑out.
In addition to core EDA offerings, Synopsys supplies a broad set of semiconductor IP building blocks — such as interface, memory and analog/mixed-signal cores — that customers integrate into SoCs to accelerate development.
See Also Five stocks we like better than Synopsys 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding SNPS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Synopsys, Inc. (NASDAQ:SNPS – Free Report).
Receive News & Ratings for Synopsys Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Synopsys and related companies with MarketBeat.com's FREE daily email newsletter.
Advisors Capital Management ve 2. čtvrtletí zaujala novou pozici ve společnosti Emerson Electric: 89 983 akcií za zhruba 12,881 milionu USD. CEO Surendralal Lanca Karsanbhai zároveň prodal 9 650 akcií.
Advisors Capital Management LLC bought a new stake in Emerson Electric Co. (NYSE:EMR – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 89,983 shares of the industrial products company’s stock, valued at approximately $12,881,000.
Several other hedge funds also recently modified their holdings of EMR. Vanguard Group Inc. grew its stake in Emerson Electric by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 54,909,180 shares of the industrial products company’s stock worth $7,287,546,000 after acquiring an additional 578,242 shares during the period. BlackRock Inc. purchased a new position in shares of Emerson Electric during the 2nd quarter worth $6,193,425,000. State Street Corp boosted its holdings in shares of Emerson Electric by 2.0% during the fourth quarter. State Street Corp now owns 27,483,440 shares of the industrial products company’s stock worth $3,647,602,000 after purchasing an additional 541,887 shares during the last quarter. Bank of America Corp DE grew its position in shares of Emerson Electric by 13.1% in the first quarter. Bank of America Corp DE now owns 19,941,844 shares of the industrial products company’s stock valued at $2,612,780,000 after purchasing an additional 2,302,055 shares during the period. Finally, Geode Capital Management LLC increased its stake in Emerson Electric by 0.6% in the fourth quarter. Geode Capital Management LLC now owns 12,328,324 shares of the industrial products company’s stock valued at $1,628,638,000 after purchasing an additional 76,488 shares during the last quarter. 74.30% of the stock is owned by institutional investors and hedge funds.
Insiders Place Their Bets In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 9,650 shares of the stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $161.91, for a total value of $1,562,431.50. Following the completion of the sale, the chief executive officer owned 271,743 shares of the company’s stock, valued at $43,997,909.13. This trade represents a 3.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.23% of the stock is currently owned by corporate insiders.
Wall Street Analyst Weigh In EMR has been the subject of several recent analyst reports. BNP Paribas Exane lifted their price target on Emerson Electric from $180.00 to $185.00 in a report on Thursday, August 6th. BMO Capital Markets increased their price objective on shares of Emerson Electric from $157.00 to $175.00 in a report on Thursday, August 6th. Rothschild & Co Redburn boosted their target price on shares of Emerson Electric from $165.00 to $180.00 in a report on Thursday, August 6th. Sanford C. Bernstein upped their price target on shares of Emerson Electric from $169.00 to $186.00 and gave the stock an “outperform” rating in a research report on Friday, August 14th. Finally, Daiwa Securities Group decreased their price target on shares of Emerson Electric from $177.00 to $156.00 and set an “outperform” rating on the stock in a report on Friday, May 15th. Thirteen equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Emerson Electric currently has a consensus rating of “Moderate Buy” and an average price target of $166.96. Get Our Latest Research Report on Emerson Electric
Emerson Electric Trading Down 1.7% Shares of EMR stock opened at $154.93 on Friday. The company has a quick ratio of 0.66, a current ratio of 0.90 and a debt-to-equity ratio of 0.37. Emerson Electric Co. has a fifty-two week low of $122.64 and a fifty-two week high of $166.35. The firm’s 50 day moving average price is $147.76 and its two-hundred day moving average price is $143.36. The stock has a market cap of $86.78 billion, a price-to-earnings ratio of 33.90, a price-to-earnings-growth ratio of 2.34 and a beta of 1.24.
Emerson Electric (NYSE:EMR – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.71 earnings per share for the quarter, topping analysts’ consensus estimates of $1.68 by $0.03. Emerson Electric had a net margin of 13.83% and a return on equity of 17.58%. The firm had revenue of $4.87 billion during the quarter, compared to analysts’ expectations of $4.80 billion. During the same period in the prior year, the company earned $1.52 EPS. The firm’s revenue was up .0% on a year-over-year basis. Emerson Electric has set its FY 2026 guidance at 6.550-6.550 EPS and its Q4 2026 guidance at 1.850-1.850 EPS. On average, analysts anticipate that Emerson Electric Co. will post 6.55 EPS for the current year.
Emerson Electric Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be given a dividend of $0.555 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $2.22 annualized dividend and a yield of 1.4%. Emerson Electric’s payout ratio is 48.58%.
(Free Report)
Emerson Electric Co is a global technology and engineering company that designs and manufactures products and provides services for industrial, commercial and consumer markets. Founded in 1890, the company is headquartered in St. Louis, Missouri, and has built a long-standing presence in automation, control and climate-related technologies. Emerson’s offerings are aimed at improving productivity, energy efficiency and reliability for a wide range of end markets.
Emerson operates through two principal platforms—Automation Solutions and Commercial & Residential Solutions—providing process automation systems, measurement and analytical instrumentation, valves and actuators, control software, and related aftermarket services, alongside products for heating, ventilation and refrigeration, residential and commercial climate controls, tools and storage solutions.
Featured Articles Five stocks we like better than Emerson Electric 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Receive News & Ratings for Emerson Electric Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Emerson Electric and related companies with MarketBeat.com's FREE daily email newsletter.
Bank of New York Mellon Corp ve 2. čtvrtletí získala nový podíl ve společnosti Parker-Hannifin za zhruba 712,222 mil. USD a držela podíl ve výši 0,58 % firmy. Parker-Hannifin zároveň vykázala čtvrtletní EPS 9,27 USD a tržby 5,75 mld. USD.
Bank of New York Mellon Corp bought a new stake in Parker-Hannifin Corporation (NYSE:PH – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 728,153 shares of the industrial products company’s stock, valued at approximately $712,222,000. Bank of New York Mellon Corp owned 0.58% of Parker-Hannifin at the end of the most recent quarter.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. HFM Investment Advisors LLC increased its stake in shares of Parker-Hannifin by 1,000.0% in the 4th quarter. HFM Investment Advisors LLC now owns 33 shares of the industrial products company’s stock valued at $29,000 after acquiring an additional 30 shares during the last quarter. Texas Capital Bancshares Inc TX bought a new position in Parker-Hannifin during the 3rd quarter worth approximately $25,000. Lloyd Advisory Services LLC. bought a new position in Parker-Hannifin during the 4th quarter worth approximately $31,000. NFSG Corp grew its holdings in Parker-Hannifin by 94.4% during the first quarter. NFSG Corp now owns 35 shares of the industrial products company’s stock valued at $31,000 after purchasing an additional 17 shares during the period. Finally, Mowery & Schoenfeld Wealth Management LLC increased its stake in Parker-Hannifin by 80.0% in the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 36 shares of the industrial products company’s stock valued at $32,000 after purchasing an additional 16 shares in the last quarter. Institutional investors own 82.44% of the company’s stock.
Parker-Hannifin Stock Performance Shares of Parker-Hannifin stock opened at $1,001.54 on Friday. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.26 and a quick ratio of 0.74. The firm has a market cap of $126.28 billion, a price-to-earnings ratio of 35.15, a price-to-earnings-growth ratio of 2.66 and a beta of 1.12. The stock’s 50-day moving average is $982.40 and its 200-day moving average is $948.37. Parker-Hannifin Corporation has a one year low of $715.37 and a one year high of $1,099.94.
Parker-Hannifin (NYSE:PH – Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The industrial products company reported $9.27 earnings per share for the quarter, topping the consensus estimate of $8.31 by $0.96. Parker-Hannifin had a net margin of 16.97% and a return on equity of 28.48%. The company had revenue of $5.75 billion during the quarter, compared to analysts’ expectations of $5.57 billion. During the same period last year, the business earned $7.69 EPS. The business’s quarterly revenue was up 9.8% on a year-over-year basis. Parker-Hannifin has set its FY 2027 guidance at 34.250-35.250 EPS. Equities analysts predict that Parker-Hannifin Corporation will post 34.93 earnings per share for the current fiscal year. Analyst Upgrades and Downgrades Several equities research analysts have weighed in on the stock. UBS Group increased their target price on shares of Parker-Hannifin from $1,092.00 to $1,250.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Mizuho set a $1,050.00 price objective on shares of Parker-Hannifin in a research report on Friday, May 1st. Sanford C. Bernstein raised their price objective on Parker-Hannifin from $1,037.00 to $1,218.00 and gave the stock an “outperform” rating in a research note on Friday, August 14th. Wall Street Zen upgraded Parker-Hannifin from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Finally, Evercore set a $1,064.00 target price on Parker-Hannifin in a research note on Monday, May 11th. Seventeen analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Parker-Hannifin presently has an average rating of “Moderate Buy” and an average price target of $1,100.00.
Read Our Latest Stock Report on PH
(Free Report)
Parker-Hannifin Corporation (NYSE: PH) is a global manufacturer and provider of motion and control technologies and systems. The company designs, manufactures and services a broad range of engineered components and systems used to control the movement and flow of liquids, gases and hydraulic power. Its product portfolio is applied across demanding environments and includes solutions for industrial manufacturing, aerospace, mobile equipment and other engineered applications.
Parker-Hannifin’s product and service offerings span hydraulic and pneumatic components, fittings and fluid connectors, valves, pumps and motors, electromechanical actuators and motion-control systems, filtration and separation products, and seals and sealing systems.
See Also Five stocks we like better than Parker-Hannifin 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding PH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Parker-Hannifin Corporation (NYSE:PH – Free Report).
Receive News & Ratings for Parker-Hannifin Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Parker-Hannifin and related companies with MarketBeat.com's FREE daily email newsletter.
Bank of New York Mellon ve 2. čtvrtletí získala nový podíl v T-Mobile US za zhruba 839,2 mil. USD a drží 0,47 % firmy. Koupila 5 003 243 akcií. T-Mobile US zároveň oznámila čtvrtletní EPS 2,99 USD, nad odhadem 2,59 USD.
Bank of New York Mellon Corp bought a new stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,003,243 shares of the Wireless communications provider’s stock, valued at approximately $839,194,000. Bank of New York Mellon Corp owned 0.47% of T-Mobile US as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also recently made changes to their positions in the stock. Sandro Wealth Management LLC bought a new stake in shares of T-Mobile US in the second quarter worth approximately $1,872,000. Focus Partners Advisor Solutions LLC bought a new stake in T-Mobile US in the 2nd quarter worth approximately $1,788,000. State of Wyoming bought a new stake in T-Mobile US in the 2nd quarter worth approximately $124,000. ABN AMRO Bank N.V. purchased a new stake in T-Mobile US during the 2nd quarter valued at $909,000. Finally, Summit Asset Management LLC purchased a new stake in T-Mobile US during the 2nd quarter valued at $205,000. Hedge funds and other institutional investors own 42.49% of the company’s stock.
T-Mobile US Price Performance NASDAQ TMUS opened at $181.22 on Friday. The business’s fifty day moving average is $181.54 and its 200 day moving average is $194.06. T-Mobile US, Inc. has a fifty-two week low of $165.66 and a fifty-two week high of $261.25. The company has a debt-to-equity ratio of 1.48, a quick ratio of 0.83 and a current ratio of 0.92. The company has a market capitalization of $194.39 billion, a PE ratio of 18.98, a price-to-earnings-growth ratio of 1.03 and a beta of 0.33.
T-Mobile US (NASDAQ:TMUS – Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The Wireless communications provider reported $2.99 EPS for the quarter, topping analysts’ consensus estimates of $2.59 by $0.40. T-Mobile US had a return on equity of 20.16% and a net margin of 11.45%.The business had revenue of $22.79 billion during the quarter, compared to analysts’ expectations of $22.95 billion. During the same quarter in the prior year, the business posted $2.84 earnings per share. The business’s quarterly revenue was up 7.9% on a year-over-year basis. Sell-side analysts predict that T-Mobile US, Inc. will post 10.73 earnings per share for the current year. T-Mobile US Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 28th will be issued a $1.02 dividend. This represents a $4.08 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Friday, August 28th. T-Mobile US’s dividend payout ratio is currently 42.72%.
Analysts Set New Price Targets A number of equities analysts have recently issued reports on the company. Barclays dropped their price target on T-Mobile US from $230.00 to $215.00 and set an “overweight” rating on the stock in a research note on Friday, July 24th. Deutsche Bank Aktiengesellschaft reduced their price objective on T-Mobile US from $300.00 to $285.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Scotiabank dropped their target price on T-Mobile US from $263.00 to $243.00 and set a “sector outperform” rating on the stock in a research report on Wednesday, July 15th. UBS Group reduced their price target on shares of T-Mobile US from $255.00 to $235.00 and set a “buy” rating for the company in a research report on Friday, July 24th. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of T-Mobile US in a research note on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, T-Mobile US currently has an average rating of “Moderate Buy” and a consensus target price of $252.08.
Check Out Our Latest Report on T-Mobile US
T-Mobile US Profile (Free Report)
T-Mobile US is a national wireless carrier that provides mobile voice, messaging and data services to consumers, businesses and wholesale customers across the United States, Puerto Rico and the U.S. Virgin Islands. The company operates a nationwide mobile network and offers device sales, equipment financing and support services through retail stores, online channels and distribution partners. T-Mobile positions its products around bundled service plans, device offerings and value-added features for both individual and enterprise customers.
Product offerings include postpaid and prepaid wireless plans under the T-Mobile and Metro by T-Mobile brands, as well as connectivity solutions for small and large businesses.
Recommended Stories Five stocks we like better than T-Mobile US 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding TMUS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for T-Mobile US, Inc. (NASDAQ:TMUS – Free Report).
Receive News & Ratings for T-Mobile US Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for T-Mobile US and related companies with MarketBeat.com's FREE daily email newsletter.
Oracle se obchoduje za 142,07 USD, hluboko pod konsenzuálním cílem Wall Street 246,43 USD. Trh dál řeší vysoké kapitálové výdaje, záporný volný cash flow a koncentraci zákazníků, i když cloud tvoří 52 % čtvrtletních tržeb.
Oracle (NYSE:ORCL | ORCL Price Prediction) currently trades at $142.07, while the Wall Street consensus target is $246.43. That is a wide dislocation for a company with a market cap north of $409 billion, and it did not happen by accident.
Oracle has spent two years converting itself from a legacy database vendor into a hyperscale AI infrastructure operator. Cloud now accounts for 52% of quarterly sales, and cloud infrastructure alone grew 93% in the most recent quarter. Wall Street still likes the pivot. The market is less sure.
Cash Burn and a Customer Rumor Blew a Hole in the Stock Oracle is down 39.6% over the trailing year and 27.1% year to date, crossing the 30% threshold that typically separates a correction from a repricing.
Two forces did the damage. Free cash flow was −$23.686 billion for FY2026, driven by $55.663 billion of capital expenditures. Oracle plans to raise approximately $40 billion in FY2027, including through a $20 billion at-the-market equity program. The AI capex debate has intensified, and Oracle occupies the extreme end of the curve.
Customer concentration is the second worry. A large share of the backlog belongs to a small set of hyperscale AI customers, and recent reporting has questioned whether one of the largest commitments holds at its original scale. The market has priced in some probability that Oracle’s biggest AI contracts get renegotiated or stretched.
Analysts See a Backlog Nobody Else Has The bull case rests on remaining performance obligations of $638 billion, up 363% year over year. Management called it an “unprecedented level of RPO,” providing multi-year visibility, with 12% converting in the next twelve months and 34% across the following two years.
Analyst sentiment is bullish. FY2027 guidance calls for revenue of $90 billion and non-GAAP EPS of $8.05, with a reconfirmed 31% revenue CAGR through fiscal 2030. Recent revisions have skewed toward reiterations.
Analysts are watching four checkpoints:
RPO conversion pace OCI margins (management guides 30% to 40% with steady-state ROIC in the “high 20s”) Gigawatt delivery from Abilene and the newer Texas, New Mexico, Michigan, and Wisconsin sites The next earnings report, expected around September 14 after the close and not yet confirmed by the company The path from here to $246 depends on those catalysts materializing in sequence.
Oracle Fell Alone Among Hyperscalers The peer group did not reprice with Oracle. Microsoft, Amazon, and Alphabet have held up materially better over the same window, and their capital plans do not rely on Oracle’s debt-funded financing profile. Enterprise software peers such as Salesforce and IBM lag far behind Oracle’s growth curve and trade closer to their own consensus targets. Across that competitive set, the largest analyst-implied upside belongs to Oracle. The market has punished a specific balance sheet while leaving the broader AI cloud thesis intact.
Two Targets, One Stock As mentioned, Oracle shares are down 27.1% year to date. The stock rallied 17.1% over the past month, despite giving back 9.1% over the past week. The share price remains well below the $246.43 consensus target.
Our valuation model carries a base case of $207.58 at high confidence, a bear case of $176.22, and a bull case of $349.21. The model runs meaningfully below Wall Street consensus, as analysts weigh the backlog more heavily than a P/E-blended framework does.
Retail sentiment tilts bullish on the week at a score of 72, while the trailing month reads neutral at 41.3.
The Verdict The bull thesis holds if RPO converts on schedule, OCI margins settle inside the guided band, and no headline AI customer walks back its commitment before revenue gets recognized. The path back to a $200 handle runs through the next earnings call. Watch the RPO figure, the cloud infrastructure growth rate relative to the 58% to 64% Q1 FY27 cloud revenue guidance range, and management commentary on customer concentration.
The bear case strengthens if free cash flow does not inflect in FY2027, if the $40 billion capital raise gets absorbed at unfavorable terms, or if reporting on Oracle’s largest AI cloud commitments continues to erode. Total liabilities of $218.703 billion and rising interest expense leave no room for a soft landing on the AI capex bet.
Investors can be cautiously positive. The backlog is documented, and the demand is verifiable. Balance sheets are where value traps hide, though, and Oracle is building the biggest AI-financed one in enterprise software. The next earnings call is the checkpoint that will validate or invalidate the thesis.
Contact [email protected] for any questions or corrections.
BIP Wealth LLC ve druhém čtvrtletí koupila novou pozici ve Wells Fargo o 11 054 akciích za zhruba 914 000 USD. Wells Fargo zároveň oznámila vyšší čtvrtletní dividendu na 0,50 USD na akcii z 0,45 USD.
BIP Wealth LLC purchased a new position in shares of Wells Fargo & Company (NYSE:WFC – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 11,054 shares of the financial services provider’s stock, valued at approximately $914,000.
Other institutional investors also recently made changes to their positions in the company. Swiss Life Asset Management Ltd boosted its position in Wells Fargo & Company by 4.2% during the 4th quarter. Swiss Life Asset Management Ltd now owns 350,567 shares of the financial services provider’s stock worth $32,673,000 after acquiring an additional 14,168 shares during the last quarter. Vanguard Personalized Indexing Management LLC raised its holdings in shares of Wells Fargo & Company by 4.4% in the fourth quarter. Vanguard Personalized Indexing Management LLC now owns 412,511 shares of the financial services provider’s stock valued at $38,446,000 after purchasing an additional 17,302 shares during the last quarter. Norges Bank acquired a new stake in shares of Wells Fargo & Company in the fourth quarter valued at approximately $4,512,563,000. Winning Points Advisors LLC bought a new stake in shares of Wells Fargo & Company in the fourth quarter worth $3,384,000. Finally, Xponance LLC lifted its position in shares of Wells Fargo & Company by 4.4% in the fourth quarter. Xponance LLC now owns 502,070 shares of the financial services provider’s stock worth $46,793,000 after purchasing an additional 20,967 shares in the last quarter. 75.90% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In WFC has been the topic of several recent analyst reports. Wall Street Zen raised Wells Fargo & Company from a “sell” rating to a “hold” rating in a research report on Sunday, June 14th. Morgan Stanley raised their target price on shares of Wells Fargo & Company from $97.00 to $102.00 and gave the company an “equal weight” rating in a research note on Monday, June 29th. UBS Group lowered their target price on shares of Wells Fargo & Company from $105.00 to $104.00 and set a “buy” rating on the stock in a report on Tuesday, July 7th. Robert W. Baird upped their price target on shares of Wells Fargo & Company from $85.00 to $92.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 15th. Finally, Raymond James Financial reissued a “market perform” rating on shares of Wells Fargo & Company in a research report on Tuesday, July 14th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $98.61.
Check Out Our Latest Analysis on WFC Wells Fargo & Company News Roundup Here are the key news stories impacting Wells Fargo & Company this week:
Positive Sentiment: Wells Fargo established a new Series HH preferred stock, expanding its capital-raising options. A related analysis highlights the preferred shares’ roughly 6.6% yield, which may appeal to income-focused investors and support interest in Wells Fargo’s securities. Skip The CDs For Wells Fargo’s 6.6% Yielding Preferred Share Wells Fargo Establishes New Series HH Preferred Stock Positive Sentiment: Valuation commentary says WFC still appears discounted to an intrinsic-value estimate after generating a 126.5% total return over three years. That suggests potential long-term upside, although the size of the discount may be narrowing. Wells Fargo Stock Looks Cheap On Fair Value But Full On Earnings Neutral Sentiment: Recent fundamental performance remains solid: Wells Fargo’s latest reported quarter exceeded earnings and revenue estimates, with year-over-year revenue growth. However, investors may be weighing those results against the stock’s already substantial gains. Negative Sentiment: Wells Fargo has lagged some major-bank peers in 2026, particularly BNY Mellon, highlighting concerns that its business mix may be less favorable in the current market environment. Which Big Bank Stock Has Dominated in 2026 Negative Sentiment: Commentary noting that WFC looks attractive on fair value but “full” on earnings suggests investors may be taking profits or demanding stronger catalysts before pushing the stock higher. Separate market coverage also recorded a recent decline while the broader market improved, indicating relative selling pressure. Wells Fargo Stock Declines While Market Improves Wells Fargo & Company Price Performance WFC stock opened at $83.69 on Friday. The company has a market capitalization of $253.08 billion, a P/E ratio of 12.16, a PEG ratio of 0.93 and a beta of 0.92. The company has a fifty day moving average price of $86.08 and a 200-day moving average price of $82.97. The company has a debt-to-equity ratio of 1.09, a quick ratio of 0.90 and a current ratio of 0.90. Wells Fargo & Company has a 52-week low of $72.78 and a 52-week high of $97.76.
Wells Fargo & Company (NYSE:WFC – Get Free Report) last issued its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $1.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.73 by $0.23. Wells Fargo & Company had a net margin of 17.55% and a return on equity of 13.85%. The firm had revenue of $22.62 billion for the quarter, compared to the consensus estimate of $21.86 billion. During the same quarter in the previous year, the company earned $1.60 EPS. The company’s revenue for the quarter was up 8.6% on a year-over-year basis. As a group, equities analysts expect that Wells Fargo & Company will post 7.26 EPS for the current year.
Wells Fargo & Company Increases Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Friday, August 7th will be issued a dividend of $0.50 per share. The ex-dividend date is Friday, August 7th. This is a positive change from Wells Fargo & Company’s previous quarterly dividend of $0.45. This represents a $2.00 annualized dividend and a yield of 2.4%. Wells Fargo & Company’s dividend payout ratio is currently 29.07%.
(Free Report)
Wells Fargo & Company is a diversified, U.S.-based financial services company headquartered in San Francisco, California. Founded in 1852 by Henry Wells and William G. Fargo, the firm has evolved from its origins in express delivery and pioneer-era banking into one of the largest full-service banks in the United States. The company provides a broad range of financial products and services to individual, small business, commercial, and institutional clients. Charles W. Scharf serves as chief executive officer.
Wells Fargo operates across several core business segments, including consumer banking and lending, commercial banking, corporate and investment banking, and wealth and investment management.
See Also Five stocks we like better than Wells Fargo & Company 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Receive News & Ratings for Wells Fargo & Company Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Wells Fargo & Company and related companies with MarketBeat.com's FREE daily email newsletter.
Bridgewater Advisors Inc. ve 2. čtvrtletí koupila nový podíl ve Wells Fargo o 7 865 akciích za zhruba 685 000 USD. Institucionální investoři nyní drží 75,90 % akcií.
Bridgewater Advisors Inc. purchased a new stake in shares of Wells Fargo & Company (NYSE:WFC) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 7,865 shares of the financial services provider’s stock, valued at approximately $685,000.
Several other institutional investors and hedge funds have also recently bought and sold shares of WFC. Norges Bank bought a new stake in Wells Fargo & Company in the fourth quarter valued at about $4,512,563,000. Amundi boosted its stake in Wells Fargo & Company by 73.0% in the first quarter. Amundi now owns 16,463,550 shares of the financial services provider’s stock worth $1,310,663,000 after purchasing an additional 6,944,316 shares in the last quarter. Mawer Investment Management Ltd. lifted its position in Wells Fargo & Company by 177.7% during the 4th quarter. Mawer Investment Management Ltd. now owns 4,876,127 shares of the financial services provider’s stock worth $454,455,000 after buying an additional 3,120,399 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of Wells Fargo & Company by 13.0% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 20,625,070 shares of the financial services provider’s stock valued at $1,922,257,000 after purchasing an additional 2,369,260 shares during the last quarter. Finally, PFA Pension Forsikringsaktieselskab bought a new position in Wells Fargo & Company in the 4th quarter valued at $173,651,000. Institutional investors own 75.90% of the company’s stock.
Wall Street Analysts Forecast Growth WFC has been the subject of several analyst reports. Bank of America lifted their price target on shares of Wells Fargo & Company from $95.00 to $102.00 and gave the stock a “buy” rating in a research report on Tuesday, July 7th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Wells Fargo & Company in a research report on Friday, July 17th. Phillip Securities raised shares of Wells Fargo & Company from a “moderate buy” rating to a “strong-buy” rating in a research report on Thursday, May 7th. Raymond James Financial reaffirmed a “market perform” rating on shares of Wells Fargo & Company in a research report on Tuesday, July 14th. Finally, Truist Financial raised their price objective on Wells Fargo & Company from $90.00 to $94.00 and gave the company a “buy” rating in a report on Friday, June 26th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $98.61.
Read Our Latest Report on Wells Fargo & Company Key Wells Fargo & Company News Here are the key news stories impacting Wells Fargo & Company this week:
Positive Sentiment: Wells Fargo established a new Series HH preferred stock, expanding its capital-raising options. A related analysis highlights the preferred shares’ roughly 6.6% yield, which may appeal to income-focused investors and support interest in Wells Fargo’s securities. Skip The CDs For Wells Fargo’s 6.6% Yielding Preferred Share Wells Fargo Establishes New Series HH Preferred Stock Positive Sentiment: Valuation commentary says WFC still appears discounted to an intrinsic-value estimate after generating a 126.5% total return over three years. That suggests potential long-term upside, although the size of the discount may be narrowing. Wells Fargo Stock Looks Cheap On Fair Value But Full On Earnings Neutral Sentiment: Recent fundamental performance remains solid: Wells Fargo’s latest reported quarter exceeded earnings and revenue estimates, with year-over-year revenue growth. However, investors may be weighing those results against the stock’s already substantial gains. Negative Sentiment: Wells Fargo has lagged some major-bank peers in 2026, particularly BNY Mellon, highlighting concerns that its business mix may be less favorable in the current market environment. Which Big Bank Stock Has Dominated in 2026 Negative Sentiment: Commentary noting that WFC looks attractive on fair value but “full” on earnings suggests investors may be taking profits or demanding stronger catalysts before pushing the stock higher. Separate market coverage also recorded a recent decline while the broader market improved, indicating relative selling pressure. Wells Fargo Stock Declines While Market Improves Wells Fargo & Company Price Performance NYSE:WFC opened at $83.69 on Friday. The company has a quick ratio of 0.90, a current ratio of 0.90 and a debt-to-equity ratio of 1.09. The stock’s 50 day moving average price is $86.08 and its two-hundred day moving average price is $82.97. The firm has a market capitalization of $253.08 billion, a price-to-earnings ratio of 12.16, a P/E/G ratio of 0.93 and a beta of 0.92. Wells Fargo & Company has a 12-month low of $72.78 and a 12-month high of $97.76.
Wells Fargo & Company (NYSE:WFC – Get Free Report) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $1.96 EPS for the quarter, topping the consensus estimate of $1.73 by $0.23. The company had revenue of $22.62 billion during the quarter, compared to the consensus estimate of $21.86 billion. Wells Fargo & Company had a return on equity of 13.85% and a net margin of 17.55%.The firm’s revenue for the quarter was up 8.6% compared to the same quarter last year. During the same period in the previous year, the company posted $1.60 EPS. On average, analysts anticipate that Wells Fargo & Company will post 7.26 earnings per share for the current year.
Wells Fargo & Company Increases Dividend The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Friday, August 7th will be given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 2.4%. This is a positive change from Wells Fargo & Company’s previous quarterly dividend of $0.45. The ex-dividend date of this dividend is Friday, August 7th. Wells Fargo & Company’s dividend payout ratio (DPR) is presently 29.07%.
(Free Report)
Wells Fargo & Company is a diversified, U.S.-based financial services company headquartered in San Francisco, California. Founded in 1852 by Henry Wells and William G. Fargo, the firm has evolved from its origins in express delivery and pioneer-era banking into one of the largest full-service banks in the United States. The company provides a broad range of financial products and services to individual, small business, commercial, and institutional clients. Charles W. Scharf serves as chief executive officer.
Wells Fargo operates across several core business segments, including consumer banking and lending, commercial banking, corporate and investment banking, and wealth and investment management.
Featured Stories Five stocks we like better than Wells Fargo & Company 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding WFC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Wells Fargo & Company (NYSE:WFC – Free Report).
Receive News & Ratings for Wells Fargo & Company Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Wells Fargo & Company and related companies with MarketBeat.com's FREE daily email newsletter.
Advisors Capital Management koupila ve 2. čtvrtletí nový podíl v Kimberly-Clark: 247 826 akcií za zhruba 27,2 milionu USD. Akcie KMB v pátek otevřely o 1,1 % níže.
Advisors Capital Management LLC bought a new stake in shares of Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 247,826 shares of the company’s stock, valued at approximately $27,204,000. Advisors Capital Management LLC owned 0.07% of Kimberly-Clark as of its most recent SEC filing.
Several other large investors also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in Kimberly-Clark by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 40,846,734 shares of the company’s stock worth $4,121,027,000 after purchasing an additional 315,981 shares during the period. BlackRock Inc. acquired a new position in shares of Kimberly-Clark during the 2nd quarter valued at $3,547,915,000. State Street Corp raised its stake in shares of Kimberly-Clark by 1.4% in the 4th quarter. State Street Corp now owns 21,125,118 shares of the company’s stock worth $2,157,746,000 after buying an additional 294,228 shares in the last quarter. Charles Schwab Investment Management Inc. raised its stake in shares of Kimberly-Clark by 2.6% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 11,917,154 shares of the company’s stock worth $1,202,322,000 after buying an additional 299,382 shares in the last quarter. Finally, Geode Capital Management LLC lifted its holdings in shares of Kimberly-Clark by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 8,322,198 shares of the company’s stock valued at $836,216,000 after buying an additional 65,619 shares during the period. Institutional investors and hedge funds own 76.29% of the company’s stock.
Analysts Set New Price Targets KMB has been the topic of several research reports. Barclays boosted their price target on shares of Kimberly-Clark from $101.00 to $115.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 21st. Weiss Ratings upgraded shares of Kimberly-Clark from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday, July 28th. TD Cowen lifted their price objective on shares of Kimberly-Clark from $96.00 to $104.00 and gave the stock a “hold” rating in a research note on Wednesday, August 5th. Piper Sandler reiterated an “overweight” rating on shares of Kimberly-Clark in a report on Wednesday. Finally, UBS Group raised their target price on shares of Kimberly-Clark from $115.00 to $116.00 and gave the stock a “neutral” rating in a report on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $117.93.
View Our Latest Analysis on KMB Kimberly-Clark Stock Down 1.1% KMB stock opened at $108.69 on Friday. The company has a debt-to-equity ratio of 3.45, a current ratio of 0.91 and a quick ratio of 0.69. The firm has a market capitalization of $36.15 billion, a P/E ratio of 18.48, a P/E/G ratio of 5.23 and a beta of 0.26. Kimberly-Clark Corporation has a 52-week low of $92.42 and a 52-week high of $134.38. The company’s 50 day simple moving average is $108.75 and its 200-day simple moving average is $103.39.
Kimberly-Clark (NASDAQ:KMB – Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The company reported $1.80 EPS for the quarter, missing analysts’ consensus estimates of $2.01 by ($0.21). Kimberly-Clark had a return on equity of 143.92% and a net margin of 11.79%.The firm had revenue of $4.19 billion during the quarter, compared to analyst estimates of $4.22 billion. During the same period in the prior year, the business posted $1.92 EPS. The company’s revenue for the quarter was up .6% on a year-over-year basis. As a group, equities research analysts anticipate that Kimberly-Clark Corporation will post 7.43 EPS for the current year.
Kimberly-Clark Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Friday, October 2nd. Stockholders of record on Friday, September 4th will be given a $1.28 dividend. This represents a $5.12 annualized dividend and a dividend yield of 4.7%. The ex-dividend date of this dividend is Friday, September 4th. Kimberly-Clark’s dividend payout ratio (DPR) is 87.07%.
Kimberly-Clark Profile (Free Report)
Kimberly-Clark Corporation is a U.S.-based multinational manufacturer of personal care and consumer tissue products. The company develops, produces and markets a range of consumer brands and professional products, including facial and bathroom tissues, disposable diapers and training pants, feminine care, incontinence products and workplace hygiene solutions. Known for consumer-facing names such as Kleenex, Huggies, Kotex, Cottonelle and Scott, as well as professional offerings under Kimberly-Clark Professional and KleenGuard, the company supplies goods to retail, healthcare and institutional customers.
Founded in 1872 in Neenah, Wisconsin, Kimberly-Clark has expanded from its 19th-century paper-making roots into a global household and workplace products company.
See Also Five stocks we like better than Kimberly-Clark 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding KMB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Kimberly-Clark Corporation (NASDAQ:KMB – Free Report).
Receive News & Ratings for Kimberly-Clark Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Kimberly-Clark and related companies with MarketBeat.com's FREE daily email newsletter.
Zlato vystřelilo o více než 4 % na více než 4 500 USD za trojskou unci, protože obavy o americký dluh a slabší dolar zvýšily poptávku po bezpečných aktivech.
Commerzbank’s Carsten Fritsch notes Gold has surged, breaking above USD 4,500 per troy ounce as safe‑haven demand rises on US debt concerns and a weaker Dollar. The US Treasury’s bond buyback announcement triggered the sharpest daily Gold rally in six and a half months, with strong ETF inflows, though upside momentum may slow if US inflation data stays elevated.
Debt concerns boost safe haven"The gold price jumped by more than 4% or around USD 180 on Wednesday, marking its sharpest daily rise in six and a half months. The price also surpassed the USD 4,500 per troy ounce mark for the first time since early June."
"This was triggered by the US Treasury’s announcement that it intended to more than double the volume of buybacks of long-term US government bonds with maturities of 10 to 30 years. This move comes against the backdrop of a sharp rise in bond yields in the preceding days."
"This measure calmed the bond market and led to a decline in yields. At the same time, the US dollar depreciated significantly. Confidence in the US dollar as a safe haven appears to be eroding, as investors are demanding higher yields for US government bonds and the Treasury is having to step in."
"The main beneficiary of this is gold, as evidenced by strong inflows into gold ETFs. Holdings in the gold ETFs tracked by Bloomberg recorded their strongest daily increase since September 2025 yesterday, at 18 tons."
"On the gold market, the US Treasury’s announcement was seen as a sign of stress. The sharp rise in US bond yields in the preceding days was not, in fact, due to a change in Fed interest rate expectations, but rather to long-term inflation risks and growing concerns about debt levels."
"This is consistent with the news that public debt in the US broke through the USD 40 trillion (USD 40,000,000,000,000) barrier for the first time this week. It is barely four and a half years since the debt level exceeded the USD 30 trillion mark. Interest payments are expected to amount to USD 1.1 trillion this fiscal year, which represents a threefold increase within five years."
(This article was created with the help of an Artificial Intelligence tool and reviewed by an editor. Know more.)
Altman Advisors ve 2. čtvrtletí nově nakoupila 31 185 akcií Realty Income za zhruba 1,932 mil. USD. Realty Income zároveň oznámila za čtvrtletí EPS 1,09 USD a výnosy 1,55 mld. USD, nad odhady.
Altman Advisors Inc. acquired a new position in shares of Realty Income Corporation (NYSE:O – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 31,185 shares of the real estate investment trust’s stock, valued at approximately $1,932,000.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. EFG International AG bought a new stake in shares of Realty Income in the 4th quarter worth about $26,000. Dunhill Financial LLC acquired a new stake in shares of Realty Income during the 2nd quarter worth about $27,000. Evolution Wealth Management Inc. lifted its holdings in Realty Income by 257.1% during the 4th quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock valued at $28,000 after purchasing an additional 360 shares during the last quarter. Quattro Advisors LLC bought a new position in Realty Income during the 4th quarter valued at about $29,000. Finally, Sankala Group LLC acquired a new position in Realty Income in the fourth quarter valued at about $32,000. 70.81% of the stock is owned by institutional investors.
Analysts Set New Price Targets Several analysts have weighed in on O shares. Wells Fargo & Company upped their price objective on shares of Realty Income from $64.00 to $65.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 15th. Robert W. Baird boosted their target price on Realty Income from $64.00 to $65.00 and gave the stock a “neutral” rating in a report on Monday, July 6th. Scotiabank decreased their price target on Realty Income from $72.00 to $67.00 and set a “sector outperform” rating on the stock in a research report on Thursday, June 18th. UBS Group set a $67.00 price target on Realty Income in a report on Thursday, June 18th. Finally, Evercore set a $68.00 price objective on Realty Income in a research report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $67.42.
View Our Latest Research Report on Realty Income Realty Income Trading Up 0.5% O opened at $63.27 on Friday. Realty Income Corporation has a 1-year low of $55.86 and a 1-year high of $67.93. The stock has a market capitalization of $59.87 billion, a PE ratio of 46.18, a PEG ratio of 4.47 and a beta of 0.71. The company has a current ratio of 5.88, a quick ratio of 5.88 and a debt-to-equity ratio of 0.73. The firm has a 50-day moving average price of $63.18 and a two-hundred day moving average price of $63.16.
Realty Income (NYSE:O – Get Free Report) last announced its earnings results on Wednesday, August 5th. The real estate investment trust reported $1.09 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $1.09. Realty Income had a net margin of 20.93% and a return on equity of 3.12%. The company had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.40 billion. During the same period in the prior year, the business earned $1.05 earnings per share. Realty Income’s quarterly revenue was up 9.7% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. As a group, equities analysts anticipate that Realty Income Corporation will post 4.43 earnings per share for the current fiscal year.
Realty Income Dividend Announcement The company also recently disclosed a monthly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be issued a dividend of $0.271 per share. The ex-dividend date of this dividend is Monday, August 31st. This represents a c) annualized dividend and a yield of 5.1%. Realty Income’s dividend payout ratio is currently 237.23%.
Realty Income Profile (Free Report)
Realty Income Corporation (NYSE: O) is a real estate investment trust (REIT) that acquires, owns and manages commercial properties subject primarily to long-term net lease agreements. The company’s business model focuses on generating predictable, contractual rental income by leasing properties to tenants under agreements that typically place responsibility for taxes, insurance and maintenance on the tenant. Realty Income is publicly traded on the New York Stock Exchange and markets itself as a reliable income-oriented REIT.
Realty Income’s portfolio is concentrated in single-tenant, retail and service-oriented properties such as drugstores, convenience stores, dollar and discount retailers, restaurants, and other essential-service businesses.
Further Reading Five stocks we like better than Realty Income 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding O? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Realty Income Corporation (NYSE:O – Free Report).
Receive News & Ratings for Realty Income Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Realty Income and related companies with MarketBeat.com's FREE daily email newsletter.