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BlackRock Inc. purchased a new stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 74,965,012 shares of the credit services provider’s stock, valued at approximately $3,236,989,000. BlackRock Inc. owned 8.76% of PayPal at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Bard Associates Inc. bought a new position in PayPal during the 4th quarter worth about $25,000. Allied Private Wealth LLC purchased a new position in PayPal in the second quarter valued at about $25,000. Robinswood Financial LLC bought a new position in PayPal in the first quarter worth about $26,000. Caitong International Asset Management Co. Ltd raised its holdings in PayPal by 15,233.3% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 460 shares of the credit services provider’s stock worth $27,000 after purchasing an additional 457 shares in the last quarter. Finally, Safe Harbor Fiduciary LLC purchased a new stake in shares of PayPal during the fourth quarter valued at about $28,000. 68.32% of the stock is currently owned by institutional investors.

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

Positive Sentiment: Takeover interest supports valuation. PayPal is reportedly in renewed sale discussions with a consortium involving Stripe and Advent International. The group previously submitted a bid of approximately $60.50 per share, while one analysis suggested a potential sale value of $70–$80 per share. PayPal reportedly in sale talks with consortium including Stripe and Advent PayPal Could Be Sold For $70-$80/Share Positive Sentiment: Analysts see potential beyond PayPal’s checkout business. Piper Sandler raised its price target by more than 40% to $59, citing value in PayPal’s broader platform, although it retained a Neutral rating. Piper Sandler sees value beyond checkout Positive Sentiment: Operating trends remain mixed but constructive. Recent coverage points to total payment volume and Venmo growth, while PayPal’s latest reported quarter exceeded consensus estimates for earnings and revenue. Should You Buy, Sell or Hold PayPal Stock Neutral Sentiment: BNPL weakness has not materially spread to PayPal. Klarna’s outlook reduction triggered a sharp selloff in its shares, but PayPal and Affirm were described as largely shrugging off the news, suggesting limited immediate read-through for PayPal. Klarna craters on guidance cut while Affirm and PayPal shrug it off Negative Sentiment: Core checkout growth and competition remain concerns. Analysts cautioned that weak checkout expansion and pressure from rivals could undermine the turnaround, tempering the bullish impact of takeover rumors. TikTok’s exploration of peer-to-peer payments also highlights growing competition for digital-payment activity. TikTok explores peer-to-peer payments via direct messages Insider Transactions at PayPal In related news, insider Suzan Kereere sold 3,379 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $42.79, for a total transaction of $144,587.41. Following the completion of the sale, the insider directly owned 30,983 shares in the company, valued at approximately $1,325,762.57. This trade represents a 9.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 4,612 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $42.54, for a total value of $196,194.48. Following the sale, the insider directly owned 41,567 shares of the company’s stock, valued at $1,768,260.18. The trade was a 9.99% 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 have sold a total of 10,612 shares of company stock worth $484,534 in the last quarter. Company insiders own 0.63% of the company’s stock. PayPal Stock Down 0.1% Shares of PYPL opened at $60.43 on Wednesday. The stock has a 50 day moving average price of $50.89 and a 200 day moving average price of $47.29. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.29 and a current ratio of 1.29. The stock has a market capitalization of $51.70 billion, a price-to-earnings ratio of 11.42, a PEG ratio of 1.51 and a beta of 1.29. PayPal Holdings, Inc. has a one year low of $38.46 and a one year high of $79.21.

PayPal (NASDAQ:PYPL – Get Free Report) last issued its earnings results on Tuesday, July 28th. The credit services provider reported $1.38 EPS for the quarter, beating analysts’ consensus estimates of $1.28 by $0.10. The business had revenue of $8.68 billion during the quarter, compared to analysts’ expectations of $8.47 billion. PayPal had a net margin of 14.36% and a return on equity of 24.39%. The company’s quarterly revenue was up 4.8% compared to the same quarter last year. During the same period in the prior year, the business earned $1.40 earnings per share. Equities research analysts forecast that PayPal Holdings, Inc. will post 5.37 earnings per share for the current fiscal year.

PayPal Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be issued a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, September 4th. PayPal’s payout ratio is currently 10.59%.

Analyst Upgrades and Downgrades A number of analysts have recently weighed in on PYPL shares. Weiss Ratings reissued a “hold (c-)” rating on shares of PayPal in a research report on Wednesday, August 5th. UBS Group set a $45.00 price target on PayPal in a research note on Wednesday, July 29th. Clear Str upgraded shares of PayPal to a “hold” rating in a research note on Thursday, July 16th. Truist Financial set a $59.00 target price on shares of PayPal in a report on Wednesday, August 5th. Finally, Susquehanna boosted their target price on shares of PayPal from $63.00 to $67.00 and gave the company a “positive” rating in a research report on Wednesday, July 29th. Nine analysts have rated the stock with a Buy rating, thirty-four have issued a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $56.19.

Read Our Latest Analysis on PYPL

PayPal Profile (Free Report)

PayPal Holdings, Inc operates a global digital payments platform that enables consumers and merchants to send and receive payments online, on mobile devices and at the point of sale. The company provides a broad set of payment solutions, including a digital wallet, merchant payment processing, checkout services, invoicing and fraud-management tools. PayPal’s platform is designed to support e-commerce, in-person retail and person-to-person transfers, targeting both individual consumers and businesses of varying sizes.

Key products and services in PayPal’s portfolio include the PayPal wallet and checkout ecosystem, the Venmo peer-to-peer mobile app, Braintree’s developer-focused payment gateway, Xoom for international money transfers, and PayPal Credit and buy-now-pay-later options.

Featured Articles Five stocks we like better than PayPal The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding PYPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report).

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Bridgewater Advisors Inc. bought a new stake in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 6,304 shares of the wireless technology company’s stock, valued at approximately $955,000.

A number of other hedge funds have also recently made changes to their positions in QCOM. Your Advocates Ltd. LLP purchased a new stake in shares of Qualcomm in the first quarter worth $26,000. Torren Management LLC bought a new position in Qualcomm in the 4th quarter worth about $29,000. Caitong International Asset Management Co. Ltd grew its position in Qualcomm by 17,000.0% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 171 shares of the wireless technology company’s stock valued at $29,000 after purchasing an additional 170 shares during the last quarter. Birchwood Financial Partners Inc. purchased a new stake in Qualcomm during the 4th quarter valued at about $31,000. Finally, Commonwealth Retirement Investments LLC bought a new stake in Qualcomm during the 4th quarter valued at about $32,000. 74.35% of the stock is owned by institutional investors.

Qualcomm Stock Down 1.2% QCOM opened at $160.19 on Wednesday. The stock has a market capitalization of $168.24 billion, a price-to-earnings ratio of 18.54, a PEG ratio of 15.25 and a beta of 1.65. The firm has a 50 day moving average price of $180.71 and a 200-day moving average price of $167.93. Qualcomm Incorporated has a twelve month low of $121.99 and a twelve month high of $259.92. The company has a quick ratio of 1.28, a current ratio of 2.02 and a debt-to-equity ratio of 0.46.

Qualcomm (NASDAQ:QCOM – Get Free Report) last issued its earnings results on Wednesday, July 29th. The wireless technology company reported $2.21 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.23 by ($0.02). Qualcomm had a return on equity of 38.36% and a net margin of 21.01%.The company had revenue of $9.95 billion during the quarter, compared to analysts’ expectations of $9.69 billion. During the same quarter in the prior year, the business posted $2.77 EPS. The company’s revenue for the quarter was down 4.0% compared to the same quarter last year. Qualcomm has set its Q4 2026 guidance at 2.050-2.250 EPS. Equities research analysts forecast that Qualcomm Incorporated will post 7.76 earnings per share for the current year. Qualcomm Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Thursday, September 3rd will be issued a $0.92 dividend. The ex-dividend date of this dividend is Thursday, September 3rd. This represents a $3.68 annualized dividend and a dividend yield of 2.3%. Qualcomm’s payout ratio is presently 42.59%.

Analyst Ratings Changes A number of equities research analysts have recently commented on QCOM shares. Argus set a $220.00 price target on shares of Qualcomm in a report on Friday, May 1st. Summit Insights raised Qualcomm from a “hold” rating to a “buy” rating in a research report on Thursday, April 30th. Raymond James Financial initiated coverage on Qualcomm in a research note on Thursday, June 25th. They set a “strong-buy” rating on the stock. Mizuho lifted their target price on Qualcomm from $170.00 to $210.00 and gave the stock a “neutral” rating in a report on Monday, June 29th. Finally, Oppenheimer set a $200.00 price target on Qualcomm in a research note on Monday, July 27th. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, twenty have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, Qualcomm currently has an average rating of “Hold” and an average price target of $203.63.

Get Our Latest Stock Analysis on QCOM

Insider Buying and Selling In related news, EVP Heather S. Ace sold 3,200 shares of the company’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $147.04, for a total transaction of $470,528.00. Following the completion of the sale, the executive vice president owned 36,535 shares in the company, valued at approximately $5,372,106.40. This represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Akash J. Palkhiwala sold 2,500 shares of the stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $163.26, for a total value of $408,150.00. Following the completion of the transaction, the executive vice president directly owned 20,684 shares in the company, valued at approximately $3,376,869.84. This represents a 10.78% 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. Insiders sold 11,529 shares of company stock valued at $1,991,345 over the last 90 days. Company insiders own 0.05% of the company’s stock.

About Qualcomm (Free Report)

Qualcomm Incorporated is a global semiconductor and telecommunications equipment company headquartered in San Diego, California. Founded in 1985, the company is known for its development of wireless technologies and for playing a central role in the evolution of digital cellular standards, including CDMA and subsequent generations of mobile standards. Qualcomm’s business combines the design and sale of semiconductor products with a patent licensing program for wireless technologies and related intellectual property.

The company’s product portfolio includes system-on-chip (SoC) platforms marketed under the Snapdragon brand, cellular modem and RF front-end components, connectivity solutions for Wi‑Fi and Bluetooth, and processors and platforms aimed at automotive, IoT, networking and edge-computing applications.

Recommended Stories Five stocks we like better than Qualcomm The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond

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Ecopipam (EBS-101) is a first-in-class selective D1 (dopamine) receptor antagonist with Orphan Drug designationNDA acceptance is supported by positive Phase 3 data, which were published in JAMA Neurology, and Phase 2b dataIf approved, ecopipam would be the first new treatment option indicated for pediatric patients with Tourette syndrome in more than 10 years and the first novel mechanism of action in more than 50 years1 PARSIPPANY, N.J. and TEL AVIV, Israel, Aug. 19, 2026 (GLOBE NEWSWIRE) -- Teva Pharmaceuticals, a U.S. affiliate of Teva Pharmaceutical Industries Ltd. (NYSE and TASE: TEVA), today announced that the U.S. Food and Drug Administration (FDA) accepted the New Drug Application (NDA) for ecopipam, with a targeted action (PDUFA) date late in the first quarter of 2027. Ecopipam is a first-in-class investigational therapy for the treatment of pediatric patients with Tourette syndrome. This milestone advances Teva’s Pivot to Growth strategy by utilizing the company’s expertise in neuroscience to support patients, particularly in areas where there is high unmet need.

Tourette syndrome is a debilitating neuro-developmental condition impacting approximately 100,000 children and adolescents nationwide.2 Only half of these patients are treated with prescription medication for this condition, and only 20-30 percent remain on therapy after one year. Despite the current treatment options available, many patients continue to experience inadequate control or treatment-limiting side effects.3 This patient experience underscores the urgent need for new prescription drug options and reinforces Teva’s commitment to expanding access to innovative neuroscience treatments for underserved patient populations.3

“Ecopipam’s NDA acceptance is an important milestone that advances Teva’s Pivot to Growth strategy and brings us closer to addressing the unmet needs of children and their families affected by Tourette syndrome,” said Eric Hughes, M.D., Ph.D., Executive Vice President, Global R&D and Chief Medical Officer of Teva. “If approved, ecopipam would be the first new therapy for Tourette syndrome in more than 10 years and the first novel mechanism of action in more than 50 years, offering patients and families a long-awaited new treatment option.”

The NDA acceptance for ecopipam is supported by positive Phase 2b and 3 data. In the Phase 2b study, patients receiving ecopipam experienced a reduction in tic severity, with statistically significant and clinically meaningful improvement in the Yale Global Tic Severity Scale-Total Tic Score (YGTSS-TTS) vs. placebo at Week 12 (P = 0.01).4 Durability of efficacy was shown in participants who subsequently enrolled in a Phase 2b open-label extension (OLE) study.5

The Phase 3 randomized withdrawal study, recently published in JAMA Neurology,6 further demonstrated maintenance of efficacy with ecopipam. For the primary endpoint, pediatric ecopipam responders compared to placebo had a 53% decreased risk of relapse over 12 weeks (p=0.008).6

Across the Phase 2b, Phase 2b OLE and Phase 3 clinical trials, no clinically meaningful changes were observed across the following areas with ecopipam use:4,5,6,7

Body weight and Body Mass Index (BMI) Z-ScoreVitals and laboratory measures, including metabolic parametersElectrocardiogram (ECG) measurementsDrug-induced movement disorders (DIMD) as measured by the Abnormal Involuntary Movement Scale (AIMS), Barnes Akathisia Rating Scale (BARS) or Extrapyramidal Symptom Rating Scale (ESRS)Measures of psychiatric comorbidities Ecopipam was generally well-tolerated and the most common adverse events in pediatric patients with Tourette syndrome were headache, insomnia, fatigue, somnolence, tics, anxiety, nausea and restlessness.4,5,6

Teva remains deeply committed to advancing this clinical program and, if approved, delivering a long-awaited new treatment option to pediatric patients with Tourette syndrome who have historically relied on treatment options primarily developed for other conditions.

About Tourette Syndrome
Tourette syndrome is a chronic neuro-developmental disorder characterized by involuntary motor and vocal tics beginning in childhood, often between 5 and 10 years of age.2 For people living with Tourette syndrome, symptoms can be frequent, visible, and disruptive, affecting everyday life.2

About Ecopipam and Its Clinical Program
Ecopipam is a first-in-class investigational therapy designed to block dopamine signaling at the D1 receptor. D1 receptor hypersensitivity may contribute to repetitive and compulsive behaviors associated with Tourette syndrome.

Ecopipam was granted Priority Review by the FDA with Orphan Drug designation for the treatment of pediatric patients with Tourette syndrome. Orphan Drug designation is reserved for patient populations of 200,000 or fewer.

The D1AMOND Phase 2b Trial was a 12-week randomized, double-blind, placebo-controlled trial that studied 153 pediatric participants across 68 sites in North America and Europe. The primary efficacy endpoint was the change in the YGTSS-TTS, i.e., sum of the motor and vocal tic scores, from baseline to end of therapy.4 The associated Phase 2b open-label extension enrolled 121 pediatric subjects from the Phase 2b trial and followed them for up to 12 months’ duration to evaluate the long-term safety and tolerability of ecopipam.5 The subsequent D1AMOND Phase 3 Trial was a double-blind, placebo-controlled, randomized withdrawal trial enrolling a total of 216 pediatric and adult participants into an open-label stabilization period and randomizing 104 participants (90 pediatric, 14 adult) across 77 sites in North America and Europe. The objective of this study was to evaluate the maintenance of efficacy of ecopipam in pediatric and adult responders utilizing the YGTSS-TTS change from randomization or increased Tourette-specific care to determine relapse.6 While this Phase 3 trial included adult participants, the accepted NDA and resulting indication sought by Teva are exclusively for pediatric patients.

About Teva
Teva Pharmaceutical Industries Ltd. (NYSE and TASE: TEVA) is transforming into a leading innovative biopharmaceutical company, enabled by a world-class generics business. For over 120 years, Teva’s commitment to bettering health has never wavered. From innovating in the fields of neuroscience and immunology to providing complex generic medicines, biosimilars and pharmacy brands worldwide, Teva is dedicated to addressing patients’ needs, now and in the future. At Teva, We Are All In For Better Health. To learn more about how, visit www.tevapharm.com.

Cautionary Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are based on management’s current beliefs and expectations and are subject to substantial risks and uncertainties, both known and unknown, that could cause Teva’s future results, performance or achievements to differ significantly from that expressed or implied by such forward-looking statements. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements. In some cases, you can identify these forward-looking statements by the use of words such as “should,” “expect,” “anticipate,” “developing,” “target,” “may,” “expand,” “intend,” “plan,” “believe” and other words and terms of similar meaning and expression in connection with any discussion of future performance. Important factors that could cause or contribute to such differences include risks and uncertainties relating to: our ability to successfully develop, obtain regulatory approval for and commercialize ecopipam; our ability to successfully compete in the marketplace including our ability to develop and commercialize ecopipam and additional pharmaceutical products; our ability to successfully execute our Pivot to Growth strategy, including to expand our innovative and biosimilar medicines pipeline and profitably commercialize the innovative medicines and biosimilar portfolio, whether organically or through business development, and to execute on our organizational transformation and to achieve expected cost savings; our significant indebtedness, which may limit our ability to incur additional indebtedness, engage in additional transactions or make new investments; and other factors discussed in this press release, in our Quarterly Report on Form 10-Q for the second quarter of 2026 and in our Annual Report on Form 10-K for the year ended December 31, 2025, including in the sections captioned “Risk Factors,” “Other Information” and “Cautionary Note Regarding Forward Looking Statements.” Forward-looking statements speak only as of the date on which they are made, and we assume no obligation to update or revise any forward-looking statements or other information contained herein, whether as a result of new information, future events or otherwise. You are cautioned not to put undue reliance on these forward-looking statements.

U.S. Food and Drug Administration (FDA) Approval Records: Haloperidol (1969), Pimozide (1984), Aripiprazole (2014); Pringsheim, T., et al. (2019). The pharmacological management of tic disorders: an updated practice guideline. Neurology.CDC | Tourette Syndrome | Data and Statistics on Tourette Syndrome, 2024; Mayo Clinic | Tourette Syndrome – Diagnosis and treatment, 2025.Tomczak KK et al. High Rates of Discontinuation of D2 Receptor Antagonists as Treatment of Tourette Syndrome in Children: A Retrospective Database Analysis American Academy of Neurology (AAN) Annual Meeting Poster, 2025.Gilbert DL, Dubow JS, Cunniff TM, et al. Ecopipam for Tourette Syndrome: A Randomized Trial. Pediatrics. 2023;151(2):e2022059574. doi:10.1542/peds.2022-059574Gilbert DL, Kim DJB, Miller MM, et al. Safety and Effect of 12-Month Ecopipam Treatment in Pediatric Patients with Tourette Syndrome. Mov Disord Clin Pract. 2025;12(8):1157-1166. doi:10.1002/mdc3.70091.Gilbert DL, Atkinson SD, Kim DJB, et al. Efficacy and Safety of Ecopipam for Tourette Syndrome: A Phase 3 Randomized Clinical Trial. JAMA Neurol. 2026;83(7):645–653. doi:10.1001/jamaneurol.2026.1431Data on file. Teva Media Inquiries
[email protected]

Teva Investor Relations Inquiries
[email protected]

Alpine Woods Capital Investors LLC bought a new position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The fund bought 51,966 shares of the network equipment provider’s stock, valued at approximately $6,104,000. Cisco Systems accounts for 1.3% of Alpine Woods Capital Investors LLC’s investment portfolio, making the stock its 22nd biggest position.

Other large investors have also recently modified their holdings of the company. Bridgewater Advisors Inc. acquired a new stake in Cisco Systems in the 2nd quarter worth approximately $6,442,000. World Investment Advisors grew its position in Cisco Systems by 15.4% during the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after purchasing an additional 26,455 shares during the last quarter. WCG Wealth Advisors LLC increased its stake in Cisco Systems by 101.8% during the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock valued at $8,266,000 after purchasing an additional 54,141 shares in the last quarter. Vise Technologies Inc. raised its holdings in shares of Cisco Systems by 47.1% in the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock worth $15,432,000 after buying an additional 64,144 shares during the last quarter. Finally, ABN AMRO Bank N.V. purchased a new position in shares of Cisco Systems in the second quarter worth $19,114,000. Institutional investors own 73.33% of the company’s stock.

Analysts Set New Price Targets A number of brokerages have recently weighed in on CSCO. Citigroup boosted their price objective on shares of Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Barclays raised their target price on Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 13th. Truist Financial boosted their price target on Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Morgan Stanley increased their price objective on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Finally, BNP Paribas Exane raised their price objective on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $129.43.

Check Out Our Latest Stock Report on CSCO Cisco Systems News Roundup Here are the key news stories impacting Cisco Systems this week:

Positive Sentiment: Cisco reported record fiscal fourth-quarter revenue of about $17.3 billion, up 18% year over year, and non-GAAP EPS of $1.22, exceeding the $1.17 consensus estimate. Management also forecast fiscal 2027 EPS of $5.05–$5.11 and expects $7.5 billion in AI-infrastructure revenue, reinforcing the company’s growth outlook. Cisco AI infrastructure and margin article Positive Sentiment: Strong AI-infrastructure orders—$4 billion in the latest quarter and $9.3 billion for fiscal 2026—are increasing investor confidence that Cisco is benefiting from data-center networking demand. Reports identifying Cisco among Fabrinet’s AI-related customers provide additional support for the broader AI supply-chain opportunity. Strong AI infrastructure orders article Positive Sentiment: Freedom Capital upgraded Cisco from “hold” to “strong buy.” Other analysts, including Wells Fargo, have raised price targets, and the broader analyst consensus remains “Moderate Buy.” Neutral Sentiment: The earnings-driven selloff has prompted some commentators to call the decline an overreaction, while others recommend diversified ETFs as a lower-risk way to gain exposure to Cisco’s AI growth. This reflects optimism about the business but caution about owning the individual stock. Cisco selloff analysis Negative Sentiment: Gross margin fell to 66.3% and is expected at roughly 65%–66% in the next quarter. Higher memory costs, pricing changes and a heavier hardware mix are supporting revenue but pressuring profitability, raising questions about how sustainable the AI boom will be. Cisco margin pressure article Negative Sentiment: HSBC cut Cisco to “hold,” adding to valuation concerns after the post-earnings decline. CEO Charles Robbins and three other insiders also sold a combined 38,045 shares, although the transactions were made under pre-arranged Rule 10b5-1 plans and the executives retained substantial positions. Cisco Systems Stock Performance NASDAQ CSCO opened at $111.61 on Wednesday. The firm has a market capitalization of $439.90 billion, a P/E ratio of 33.42, a PEG ratio of 2.38 and a beta of 1.02. The stock has a 50-day simple moving average of $116.63 and a two-hundred day simple moving average of $99.71. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. Cisco Systems, Inc. has a fifty-two week low of $66.13 and a fifty-two week high of $130.37.

Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, topping the consensus estimate of $1.17 by $0.05. The firm had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.Cisco Systems’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period last year, the company earned $0.99 earnings per share. Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. On average, equities analysts forecast that Cisco Systems, Inc. will post 4.09 earnings per share for the current year.

Cisco Systems Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be issued a $0.42 dividend. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. Cisco Systems’s payout ratio is presently 50.30%.

Insider Buying and Selling In related news, CEO Charles Robbins sold 21,628 shares of Cisco Systems stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.54, for a total value of $2,412,387.12. Following the completion of the transaction, the chief executive officer owned 602,710 shares in the company, valued at $67,226,273.40. The trade was a 3.46% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,170 shares of the company’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.57, for a total value of $799,956.90. Following the completion of the transaction, the insider directly owned 230,593 shares of the company’s stock, valued at $25,727,261.01. The trade was a 3.02% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 69,179 shares of company stock valued at $7,985,229 in the last ninety days. Company insiders own 0.01% of the company’s stock.

Cisco Systems Company Profile (Free Report)

Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.

In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.

Further Reading Five stocks we like better than Cisco Systems The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding CSCO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Cisco Systems, Inc. (NASDAQ:CSCO – Free Report).

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Fort Washington Investment Advisors Inc. OH boosted its holdings in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 12.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 330,199 shares of the technology company’s stock after acquiring an additional 36,120 shares during the quarter. Fort Washington Investment Advisors Inc. OH’s holdings in International Business Machines were worth $92,855,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in International Business Machines by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock valued at $28,796,390,000 after purchasing an additional 1,439,824 shares during the period. State Street Corp lifted its holdings in International Business Machines by 1.0% during the 4th quarter. State Street Corp now owns 54,996,293 shares of the technology company’s stock worth $16,290,452,000 after buying an additional 518,321 shares during the period. Geode Capital Management LLC lifted its holdings in International Business Machines by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 22,605,083 shares of the technology company’s stock worth $6,679,105,000 after buying an additional 336,069 shares during the period. Capital World Investors grew its position in shares of International Business Machines by 29.2% in the 4th quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock valued at $6,523,720,000 after buying an additional 4,976,756 shares during the last quarter. Finally, Bank of America Corp DE increased its stake in shares of International Business Machines by 7.0% in the first quarter. Bank of America Corp DE now owns 16,063,653 shares of the technology company’s stock valued at $3,893,669,000 after buying an additional 1,049,602 shares during the period. 58.96% of the stock is currently owned by institutional investors and hedge funds.

International Business Machines News Summary Here are the key news stories impacting International Business Machines this week:

Positive Sentiment: Maximo gains credibility with enterprise customers. New Verdantix research commissioned by Cohesive found that IBM Maximo users demonstrate higher maintenance maturity than industry peers, supporting demand for IBM’s asset-management and industrial software offerings. New Verdantix Research Finds IBM Maximo Users Demonstrate Higher Maintenance Maturity Than Industry Peers Positive Sentiment: Government and distribution expansion broaden IBM’s software opportunity. Maximo Government SaaS received FedRAMP Moderate authorization, potentially making it easier for U.S. agencies to adopt the platform. Separately, Arrow Electronics expanded its IBM distribution agreement to seven additional European countries. IBM Secures FedRAMP Moderate Authorization For Maximo Government SaaS Arrow Electronics adds seven countries to distribution coverage with IBM Positive Sentiment: AI remains a potential growth driver. Coverage highlights IBM’s positioning in the enterprise AI race, while industry research forecasts rapid expansion in agentic AI spending. IBM’s software and consulting exposure could benefit if companies increase spending on AI automation and workflow tools. IBM Makes Surprise Move in Nvidia AI Race Neutral Sentiment: Investor positioning is mixed. Quiver data showed more institutions added IBM shares than reduced positions in the latest quarter, and two company insiders made purchases. Analysts’ reported median price target of $310 is well above the recent trading range, although these signals are not guarantees of future performance. Negative Sentiment: Mainframe weakness is weighing on sentiment. Recent analysis points to a poor IBM Z/mainframe quarter, with investors concerned that product-cycle headwinds could offset software gains. The company’s latest reported revenue also came in below consensus despite earnings meeting expectations. IBM: Big Blue Sees Red Hat; Mainframe Headwinds, Software Tailwinds Negative Sentiment: A securities-fraud investigation adds risk. Bleichmar Fonti & Auld announced an investigation related to the IBM Z slowdown and the stock’s prior decline. The announcement is an allegation and does not establish wrongdoing, but it adds uncertainty and may pressure the shares. IBM Securities Fraud Investigation Initiated After IBM Z Product Slowdown and 25% Stock Drop International Business Machines Stock Performance NYSE:IBM opened at $232.74 on Wednesday. The company has a quick ratio of 0.74, a current ratio of 0.79 and a debt-to-equity ratio of 1.63. International Business Machines Corporation has a twelve month low of $199.19 and a twelve month high of $332.46. The company has a fifty day moving average of $249.44 and a 200-day moving average of $252.00. The firm has a market capitalization of $219.27 billion, a P/E ratio of 20.65, a P/E/G ratio of 2.30 and a beta of 0.70. International Business Machines (NYSE:IBM – Get Free Report) last issued its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, hitting the consensus estimate of $2.93. The business had revenue of $17.16 billion for the quarter, compared to analyst estimates of $17.46 billion. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. International Business Machines’s revenue was up 1.1% on a year-over-year basis. During the same period in the prior year, the firm earned $2.80 earnings per share. As a group, sell-side analysts anticipate that International Business Machines Corporation will post 12.33 EPS for the current year.

International Business Machines Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be given a dividend of $1.69 per share. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s dividend payout ratio is 59.98%.

Wall Street Analyst Weigh In IBM has been the topic of a number of recent analyst reports. Wedbush set a $350.00 price objective on International Business Machines in a research note on Tuesday, June 2nd. KeyCorp lowered shares of International Business Machines to a “sector weight” rating in a report on Tuesday, June 23rd. Piper Sandler upgraded shares of International Business Machines to an “overweight” rating in a research report on Tuesday, June 23rd. Argus reduced their price objective on shares of International Business Machines from $360.00 to $280.00 and set a “buy” rating on the stock in a research note on Thursday, July 16th. Finally, Citigroup lowered their target price on shares of International Business Machines from $255.00 to $245.00 and set a “buy” rating for the company in a research note on Friday, July 24th. Fifteen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $265.40.

Read Our Latest Stock Analysis on IBM

International Business Machines Company Profile (Free Report)

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.

See Also Five stocks we like better than International Business Machines The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding IBM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for International Business Machines Corporation (NYSE:IBM – Free Report).

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Commonwealth of Pennsylvania Public School Empls Retrmt SYS cut its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 6.1% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 101,732 shares of the industrial products company’s stock after selling 6,653 shares during the period. Commonwealth of Pennsylvania Public School Empls Retrmt SYS’s holdings in Caterpillar were worth $108,334,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Axxcess Wealth Management LLC lifted its holdings in Caterpillar by 2.8% in the fourth quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock valued at $12,844,000 after acquiring an additional 604 shares during the period. Juno Financial Group LLC acquired a new stake in shares of Caterpillar during the 4th quarter worth approximately $877,000. DSG Capital Advisors LLC purchased a new position in shares of Caterpillar during the 1st quarter valued at approximately $1,226,000. Cornerstone Planning LLC acquired a new position in shares of Caterpillar in the 4th quarter valued at $4,517,000. Finally, Ticino Wealth acquired a new position in shares of Caterpillar in the 4th quarter valued at $2,488,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades CAT has been the topic of several analyst reports. Oppenheimer restated an “outperform” rating and set a $1,118.00 price target on shares of Caterpillar in a research report on Tuesday, August 4th. Morgan Stanley set a $915.00 target price on Caterpillar and gave the company an “equal weight” rating in a research report on Friday, May 1st. Royal Bank Of Canada upped their price target on Caterpillar from $877.00 to $897.00 and gave the stock a “sector perform” rating in a report on Wednesday, August 5th. HSBC raised their price objective on Caterpillar from $850.00 to $1,100.00 in a report on Tuesday, May 5th. Finally, Jefferies Financial Group upped their target price on Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat.com, Caterpillar presently has a consensus rating of “Moderate Buy” and an average target price of $995.52.

Get Our Latest Research Report on Caterpillar Caterpillar News Summary Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Analyst commentary highlighted accelerating, volume-driven growth across Caterpillar’s three operating segments and a sharp upgrade to its 2026 sales outlook, supporting the longer-term bullish case. Caterpillar’s Volume Gains Drive Growth: Can Its Uptrend Continue? Positive Sentiment: Caterpillar was included among high-efficiency stocks with key operating ratios above industry averages, reinforcing the view that its strong earnings performance is supported by business quality. 5 Top-Ranked High-Efficiency Stocks Poised for Stronger Returns Positive Sentiment: The company committed up to $3 million in Arkansas as part of its five-year, $100 million workforce initiative. The investment should expand manufacturing talent pipelines, although the near-term earnings impact is likely limited. Caterpillar Expands Workforce Initiative to Arkansas Caterpillar Trading Down 4.3% Shares of Caterpillar stock opened at $843.54 on Wednesday. The firm has a market capitalization of $387.76 billion, a PE ratio of 36.30, a P/E/G ratio of 1.53 and a beta of 1.60. Caterpillar Inc. has a twelve month low of $410.52 and a twelve month high of $1,073.46. The firm’s 50-day moving average price is $913.03 and its 200 day moving average price is $830.99. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65.

Caterpillar (NYSE:CAT – Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.22 by $1.95. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The company had revenue of $20.54 billion for the quarter, compared to analysts’ expectations of $19.34 billion. During the same period in the previous year, the firm posted $4.72 EPS. Caterpillar’s revenue was up 23.7% compared to the same quarter last year. On average, sell-side analysts predict that Caterpillar Inc. will post 26.56 EPS for the current fiscal year.

Caterpillar Increases Dividend The firm also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be given a $1.63 dividend. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.8%. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date is Monday, July 20th. Caterpillar’s dividend payout ratio (DPR) is currently 28.06%.

Caterpillar Company Profile (Free Report)

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company’s product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off‑highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.

In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.

Further Reading Five stocks we like better than Caterpillar The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding CAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Caterpillar Inc. (NYSE:CAT – Free Report).

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Act Two Investors LLC purchased a new stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 151,082 shares of the Wireless communications provider’s stock, valued at approximately $25,341,000. T-Mobile US comprises approximately 5.1% of Act Two Investors LLC’s holdings, making the stock its 6th biggest position.

Other hedge funds have also recently added to or reduced their stakes in the company. JDM Financial Group LLC raised its position in T-Mobile US by 114.0% during the fourth quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock valued at $25,000 after acquiring an additional 65 shares in the last quarter. Main Street Group LTD bought a new stake in T-Mobile US in the first quarter worth approximately $25,000. Paladin Partners LLC acquired a new position in shares of T-Mobile US during the 2nd quarter worth $25,000. Dunhill Financial LLC acquired a new position in shares of T-Mobile US during the 2nd quarter worth $27,000. Finally, Swiss RE Ltd. bought a new position in shares of T-Mobile US during the 4th quarter valued at $29,000. Institutional investors and hedge funds own 42.49% of the company’s stock.

Wall Street Analyst Weigh In Several research firms recently issued reports on TMUS. Bank of America raised shares of T-Mobile US from a “neutral” rating to a “buy” rating and set a $220.00 price objective for the company in a research note on Monday, July 6th. Benchmark cut their target price on T-Mobile US from $295.00 to $280.00 and set a “buy” rating on the stock in a report on Friday, July 24th. DZ Bank reissued a “buy” rating on shares of T-Mobile US in a report on Wednesday, May 6th. Barclays cut their price objective 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. Finally, Sanford C. Bernstein restated a “neutral” rating on shares of T-Mobile US in a report on Wednesday, April 22nd. 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 presently has a consensus rating of “Moderate Buy” and a consensus price target of $252.08.

Get Our Latest Report on T-Mobile US Insider Transactions at T-Mobile US In other news, COO Jon Freier sold 4,799 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $190.00, for a total transaction of $911,810.00. Following the completion of the transaction, the chief operating officer directly owned 217,168 shares in the company, valued at $41,261,920. The trade was a 2.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.32% of the stock is owned by company insiders.

T-Mobile US Stock Up 1.5% T-Mobile US stock opened at $182.75 on Wednesday. The company has a debt-to-equity ratio of 1.48, a current ratio of 0.92 and a quick ratio of 0.83. T-Mobile US, Inc. has a fifty-two week low of $165.66 and a fifty-two week high of $261.56. The firm has a fifty day moving average price of $181.70 and a two-hundred day moving average price of $194.22. The firm has a market cap of $196.03 billion, a price-to-earnings ratio of 19.14, a P/E/G 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 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.59 by $0.40. The company had revenue of $22.79 billion for the quarter, compared to the consensus estimate of $22.95 billion. T-Mobile US had a return on equity of 20.16% and a net margin of 11.45%.The firm’s revenue was up 7.9% compared to the same quarter last year. During the same period last year, the business posted $2.84 earnings per share. As a group, analysts forecast that T-Mobile US, Inc. will post 10.73 earnings per share for the current year.

T-Mobile US Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 28th will be paid a dividend of $1.02 per share. The ex-dividend date is Friday, August 28th. This represents a $4.08 annualized dividend and a yield of 2.2%. T-Mobile US’s dividend payout ratio is presently 42.72%.

T-Mobile US Company 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.

Further Reading Five stocks we like better than T-Mobile US The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond

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New AI capabilities help clinicians document faster, streamline professional fee coding, and surface relevant patient context

, /PRNewswire/ -- Oracle Health today announced new capabilities for Oracle Health Clinical AI Agent, now available in the U.S., that expand AI across clinical documentation, coding, and chart review workflows. The new capabilities automate professional fee coding for ambulatory workflows, enable physicians to dictate directly into clinical documentation, and assist with chart review by surfacing clinically relevant context across the patient record.

Oracle Health Clinical AI Agent's new coding, dictation, and chart review capabilities build on Oracle Health's growing portfolio of AI agents, including recently announced capabilities that automate order creation in clinical workflows. The AI agents work together as a system and use semantic reasoning to understand clinical meaning, share context across workflows, and collaborate in near real time to support intelligent automation while keeping clinicians in control. In nearly two years since its launch, Oracle Health Clinical AI Agent note generation has already saved physicians more than 400,000 hours across health organizations in the U.S.

"Care teams can't afford to spend hours on documentation and administrative tasks," said Seema Verma, executive vice president and general manager, Oracle Health and Life Sciences. "With our expanding portfolio of AI capabilities embedded directly into clinical and revenue cycle workflows, we're helping healthcare organizations operate more efficiently while enabling clinicians to stay focused on delivering high-quality care."

AI helps streamline coding and revenue cycle workflows

Health systems face growing pressure to improve documentation quality and accelerate revenue cycle performance without creating additional work for clinicians and staff. Oracle Health Clinical AI Agent now extends AI-assisted workflows to professional fee coding by analyzing conversations during patient visits and suggesting professional fee charge codes within the orders workflow. Clinicians review and confirm recommendations before submission, supporting faster charge capture while keeping coding decisions in the hands of qualified professionals. The new capability also helps reduce manual review, limits rework caused by inaccuracies or incomplete information, and improves coding consistency across organizations.

AI-powered chart review surfaces relevant patient context

Clinicians often spend valuable time navigating patient records to locate relevant patient information before and during patient encounters. Oracle Health Clinical AI Agent now extends AI-assisted workflows to chart review by surfacing relevant clinical context from across the EHR and summarizing patient information. By bringing together a patient's medical history, lab results, medications, and other key clinical information, the new capability helps care teams prepare more efficiently for patient visits, reduce time spent searching through records, and remain in control of decision-making and documentation.

Quick documentation with clinician-controlled dictation

Clinicians need efficient ways to document patient visits without taking time away from patient interactions. Oracle Health Clinical AI Agent now expands AI-assisted documentation with clinician-controlled dictation, allowing clinicians to dictate directly into any text field while the AI agent transcribes speech in real time for quick review, editing, and finalization. The new capability reduces manual work and enables care teams to efficiently capture clinical information between patient visits or after rounds while details are still fresh. Clinicians remain responsible for reviewing, editing, and signing all documentation.

To learn more about Oracle's full suite of clinical, life sciences, and business applications, join us at the Oracle Health and Life Sciences Summit in Orlando, September 22-24, 2026. Register now.

About Oracle
Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please visit us at www.oracle.com.

Trademarks
Oracle, Java, MySQL, and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing.

SOURCE Oracle

Elevated Private Wealth LLC purchased a new stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund purchased 1,070 shares of the retailer’s stock, valued at approximately $1,001,000.

Other large investors also recently made changes to their positions in the company. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in shares of Costco Wholesale in the fourth quarter valued at $27,000. Mcguire Capital Advisors Inc. acquired a new position in Costco Wholesale in the fourth quarter valued at $28,000. Lifetime Wealth Management P.C. purchased a new position in Costco Wholesale during the fourth quarter worth about $28,000. Manning & Napier Advisors LLC lifted its position in Costco Wholesale by 750.0% during the first quarter. Manning & Napier Advisors LLC now owns 34 shares of the retailer’s stock worth $34,000 after buying an additional 30 shares during the period. Finally, Entrust Financial LLC acquired a new stake in Costco Wholesale in the 4th quarter worth about $31,000. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Costco Wholesale Price Performance Shares of Costco Wholesale stock opened at $961.35 on Wednesday. The business’s fifty day moving average price is $949.20 and its 200 day moving average price is $981.20. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The company has a current ratio of 1.07, a quick ratio of 0.61 and a debt-to-equity ratio of 0.17. The stock has a market capitalization of $426.34 billion, a P/E ratio of 48.36, a PEG ratio of 4.57 and a beta of 0.87.

Costco Wholesale (NASDAQ:COST – Get Free Report) last announced its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 EPS for the quarter, missing the consensus estimate of $4.94 by ($0.01). The firm had revenue of $70.53 billion for the quarter, compared to analyst estimates of $70.12 billion. Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.During the same quarter in the prior year, the company earned $4.28 earnings per share. As a group, research analysts anticipate that Costco Wholesale Corporation will post 20.42 earnings per share for the current year. Costco Wholesale Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Friday, July 24th were issued a dividend of $1.47 per share. The ex-dividend date was Friday, July 24th. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s payout ratio is presently 29.58%.

Insider Transactions at Costco Wholesale In related news, Director Kenneth D. Denman sold 885 shares of the stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total transaction of $847,343.25. Following the completion of the sale, the director owned 4,779 shares of the company’s stock, valued at approximately $4,575,653.55. This represents a 15.62% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.10% of the company’s stock.

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

Positive Sentiment: Costco plans to offer co-branded Medicare Advantage plans with nonprofit insurer SCAN Group, initially in two states pending regulatory approval. The offerings may eventually include pharmacy, vision, hearing and over-the-counter benefits, potentially increasing member engagement and monetization. Costco launching Medicare Advantage plans with SCAN Group Positive Sentiment: Analysts and market commentary continue to highlight Costco’s Executive membership growth, digital sales conversion and rising fee income as evidence that the company is extracting more value from its membership base. Costco also retains broadly favorable analyst coverage, with a consensus view around “Moderate Buy.” Can Costco Stock Reach New Highs in Member Monetization? Neutral Sentiment: Costco brought back a popular Kirkland product discontinued two years ago. The move may support customer goodwill and traffic, but it is unlikely to materially affect earnings or valuation. Costco discontinued this Kirkland favorite 2 years ago. Now it’s back Negative Sentiment: Despite a 121% five-year total return, Costco’s valuation remains a concern. Its elevated earnings multiple leaves less room for disappointment, particularly after the latest quarterly EPS slightly missed estimates, even though revenue exceeded expectations. Costco Stock Looks Fully Priced Despite 121% Returns And Earnings Questions Analysts Set New Price Targets Several analysts have commented on COST shares. Roth Capital lifted their price target on Costco Wholesale from $769.00 to $781.00 and gave the company a “sell” rating in a report on Friday, May 29th. Royal Bank Of Canada assumed coverage on shares of Costco Wholesale in a report on Monday, July 13th. They set a “sector perform” rating and a $1,000.00 price objective on the stock. HC Wainwright reissued a “buy” rating on shares of Costco Wholesale in a research report on Monday, June 1st. Truist Financial boosted their target price on shares of Costco Wholesale from $977.00 to $1,011.00 and gave the company a “hold” rating in a report on Friday, May 29th. Finally, Bank of America boosted their target price on shares of Costco Wholesale from $1,185.00 to $1,200.00 and gave the company a “buy” rating in a report on Friday, May 29th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,059.53.

Get Our Latest Research Report on Costco Wholesale

(Free Report)

Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.

Featured Stories Five stocks we like better than Costco Wholesale The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COST – Free Report).

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Enbridge (ENB +0.17%) has been a very durable dividend stock over the years. The Canadian pipeline and utility company has paid a dividend for over 70 years and increased its payment for 31 consecutive years (in Canadian dollars).

That streak won't end anytime soon. Here's why income investors will want to invest in Enbridge.

Image source: The Motley Fool.

Built on a strong foundation Enbridge raised its dividend by 3% last December, extending its streak to 31 straight years. That's one of the longest streaks in the energy sector. It's a testament to the durability of the company's business model and the strength of its growth profile. At its current payment rate and stock price, Enbridge yields nearly 5.5%, well above the S&P 500's roughly 1% yield.

The pipeline and utility company has one of the lowest-risk business models in the energy sector. It has diversified, high-quality income streams, as more than 98% of its earnings come from regulated rate structures or take-or-pay contracts with investment-grade counterparties (over 95%). It has negligible exposure to commodity price volatility (less than 1%), and 80% of its earnings are inflation-protected. Enbridge's earnings are so stable and predictable that it has achieved its annual financial guidance for 20 straight years.

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Enbridge also has a conservative dividend payout ratio (60% to 70% of its stable cash flows) and a rock-solid investment-grade balance sheet. That provides it with over 10 billion Canadian dollars ($7.2 billion) of annual investment capacity.

Visible growth coming down the pipeline Enbridge expects to grow its cash flow per share by about 3.5% at the midpoint of its guidance range this year, driven by strong market conditions and recently completed expansion projects. It anticipates that its growth rate will accelerate to around 5% annually beyond 2026. That should support annual dividend growth of up to 5%.

The company supports that outlook with a robust backlog of expansion projects. Enbridge ended the second quarter with CA$41 billion ($29.5 billion) in secured projects that should enter commercial service through 2033. Its projects include oil pipeline expansions, a carbon dioxide hub, new gas pipelines, utility expansion projects, and several renewable energy projects. The company has approved CA$9 billion ($6.5 billion) in new capital projects this year, putting it on track to meet its target of securing CA$10 billion–CA$20 billion ($7.2 billion–$14.4 billion) of new projects in the 2026-2027 time frame. That seems easily achievable, as the company is progressing on more than CA$10 billion ($7.2 billion) in additional near-term opportunities in its gas transmission segment alone. Securing additional projects would further enhance its long-term growth profile.

An ideal income stock Enbridge's durable cash flows and conservative financial profile support its high-yielding dividend. Meanwhile, with a multi-year, multi-billion-dollar backlog, it has visible earnings growth ahead to support continued dividend increases, extending its more than seven decades of payments. These features make Enbridge a foundation income investment to anchor a portfolio.

BlackRock Inc. purchased a new stake in shares of eBay Inc. (NASDAQ:EBAY – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 39,435,323 shares of the e-commerce company’s stock, valued at approximately $4,406,897,000. BlackRock Inc. owned 8.88% of eBay as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in EBAY. Spire Wealth Management grew its holdings in eBay by 29.7% in the 2nd quarter. Spire Wealth Management now owns 489 shares of the e-commerce company’s stock valued at $55,000 after buying an additional 112 shares in the last quarter. B. Riley Wealth Advisors Inc. boosted its position in eBay by 4.6% in the 2nd quarter. B. Riley Wealth Advisors Inc. now owns 2,818 shares of the e-commerce company’s stock valued at $312,000 after buying an additional 125 shares during the period. Capital Asset Advisory Services LLC grew its stake in eBay by 3.3% during the 1st quarter. Capital Asset Advisory Services LLC now owns 4,035 shares of the e-commerce company’s stock worth $367,000 after purchasing an additional 129 shares in the last quarter. Harfst & Associates Inc. grew its position in shares of eBay by 0.6% during the fourth quarter. Harfst & Associates Inc. now owns 22,461 shares of the e-commerce company’s stock worth $1,956,000 after buying an additional 131 shares in the last quarter. Finally, Commerce Bank increased its position in shares of eBay by 0.5% in the 4th quarter. Commerce Bank now owns 28,313 shares of the e-commerce company’s stock valued at $2,466,000 after purchasing an additional 132 shares during the last quarter. Hedge funds and other institutional investors own 87.48% of the company’s stock.

Insider Activity at eBay In other eBay news, CEO Jamie Iannone sold 11,110 shares of eBay stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $109.59, for a total transaction of $1,217,544.90. Following the completion of the sale, the chief executive officer owned 280,204 shares of the company’s stock, valued at $30,707,556.36. This trade represents a 3.81% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Mazen Rawashdeh sold 50,000 shares of the stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $117.04, for a total value of $5,852,000.00. Following the completion of the transaction, the senior vice president owned 29,217 shares in the company, valued at $3,419,557.68. This represents a 63.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 86,112 shares of company stock valued at $9,837,076. Company insiders own 0.67% of the company’s stock.

Wall Street Analysts Forecast Growth Several analysts have recently weighed in on the company. Cantor Fitzgerald reduced their target price on eBay from $110.00 to $106.00 and set a “neutral” rating for the company in a report on Thursday, August 6th. Arete Research lowered their target price on shares of eBay from $113.00 to $111.00 and set a “neutral” rating on the stock in a report on Tuesday, May 26th. Wedbush reaffirmed an “outperform” rating and set a $135.00 price objective on shares of eBay in a report on Thursday, August 6th. UBS Group increased their target price on shares of eBay from $107.00 to $120.00 and gave the company a “neutral” rating in a report on Tuesday, August 11th. Finally, TD Cowen lifted their price target on eBay from $87.00 to $88.00 and gave the stock a “hold” rating in a research note on Friday, May 1st. Fourteen investment analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, eBay has a consensus rating of “Hold” and an average price target of $117.09. View Our Latest Research Report on eBay

eBay Stock Performance eBay stock opened at $102.27 on Wednesday. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.02 and a quick ratio of 1.02. eBay Inc. has a 12-month low of $78.03 and a 12-month high of $119.31. The firm’s fifty day moving average price is $110.39 and its 200 day moving average price is $102.15. The company has a market capitalization of $45.51 billion, a price-to-earnings ratio of 21.17, a price-to-earnings-growth ratio of 2.49 and a beta of 1.37.

eBay (NASDAQ:EBAY – Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share for the quarter, beating analysts’ consensus estimates of $1.50 by $0.10. The business had revenue of $3.13 billion during the quarter, compared to the consensus estimate of $3.01 billion. eBay had a return on equity of 47.88% and a net margin of 18.50%.The business’s quarterly revenue was up 14.8% on a year-over-year basis. During the same period in the previous year, the business earned $1.37 EPS. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. On average, research analysts forecast that eBay Inc. will post 4.87 EPS for the current fiscal year.

eBay Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 11th. Shareholders of record on Friday, August 28th will be given a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 1.2%. The ex-dividend date is Friday, August 28th. eBay’s payout ratio is presently 25.67%.

eBay Company Profile (Free Report)

eBay Inc is a global e-commerce company that operates an online marketplace connecting individual consumers and businesses for the sale and purchase of new, used and collectible goods. Founded in 1995 by Pierre Omidyar and headquartered in San Jose, California, eBay grew from its early auction-style site into a diversified platform offering both auction-format listings and fixed-price “Buy It Now” transactions. The company completed an initial public offering in the late 1990s and has since evolved its platform and services to support a broad range of product categories and buyer preferences.

The company’s core business centers on its marketplace platform, which provides listing, search and transaction capabilities for millions of items across consumer goods, electronics, fashion, collectibles and more.

Further Reading Five stocks we like better than eBay The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding EBAY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for eBay Inc. (NASDAQ:EBAY – Free Report).

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Aktis Oncology (NASDAQ:AKTS) closed at $25.00 on August 18, 2026, giving the clinical-stage radiopharmaceutical company a market cap of $1.4 billion. The stock has traded between $14.72 and $34.19 since its January 2026 initial public offering. Aktis holds $517.3 million in cash, with management guiding runway into 2029. It is pre-revenue except for a single collaboration agreement.

Why a Strategic Buyer Would Want It Aktis operates an isotope-agnostic miniprotein radioconjugate platform designed to deliver 225Ac, a highly potent alpha-emitting radioisotope. Lead candidate [225Ac]Ac-AKY-1189 targets Nectin-4, the same target as Padcev, with an IND cleared in May 2025 and preliminary Part-1 dose escalation data expected in the first quarter of 2027. Second program [225Ac]Ac-AKY-2519 targets B7-H3, expressed in approximately 90% of mCRPC, 80% of NSCLC, and 70% of small cell lung cancers.

What an Acquirer Would Actually Be Buying The rights structure is the differentiator. Aktis retains exclusive, worldwide development and commercialization rights to all current product candidates and discovery programs. The Lilly collaboration covers only targets beyond the scope of the unpartnered pipeline. There are no territorial carve-outs on core assets.

The Lilly Collaboration Agreement includes an upfront license fee of $60.0 million, up to $525.0 million in research, development, regulatory and commercial launch milestones, and up to $630.0 million in sales milestones. The filing inconsistently describes the royalty as “tiered royalties of up to 10%” in one section and “a tiered royalty of up to low-double digits” in another, creating ambiguity about the actual rate. Aktis runs research through initial human imaging studies; Lilly then owns regulatory, clinical development and commercialization. Lilly may terminate on a target-by-target or region-by-region basis upon 60 days’ prior written notice. Its license is limited to products that contain a radioactive isotope. Lilly also indicated interest in purchasing approximately $100.0 million in shares at IPO, making it both partner and shareholder. The S-1 does not spell out change-of-control mechanics, which a third-party bidder would need to diligence.

Ranking the Plausible Acquirers Novartis (NYSE:NVS | NVS Price Prediction) has a $294 billion market cap. It saw its radioligand therapy Pluvicto grow 43% in constant currencies during Q2 2026, as management explicitly stated its intention to progress “beyond Pluvicto and Lutathera, hopefully into additional cancer types.” AKY-2519 in mCRPC is directly adjacent. Eli Lilly (NYSE:LLY) trades at $1,225.73. Ricks said, “We expect to remain active in business development while maintaining discipline.” The existing partnership offers information advantage. Bristol Myers Squibb (NYSE:BMY) has a $132.0 billion market cap. Its Boerner stating BD remains “a top allocation priority.” No comparable radiopharmaceutical franchise exists in the portfolio. What About Private Equity or Alternative Capital? With no product revenue to lever, a traditional leveraged buyout (LBO) does not fit. Realistic non-strategic paths are royalty monetization on the Lilly stream, private investment in public equity (PIPE) structures, or crossover funds ahead of 2027 readouts.

What to Watch Analyst consensus is 100% bullish with a target of $34.42; the 24/7 Wall St. model base case is $42.16 at 0.5 confidence. Catalysts include Q1 2027 AKY-1189 data, 2027 AKY-2519 mCRPC readouts, and the H2 2026 GMP facility. Trial risk is binary; a failed readout removes the takeout premium entirely.

Contact [email protected] for any questions or corrections.

BlackRock Inc. raised its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 4.8% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 49,362,016 shares of the medical research company’s stock after buying an additional 2,261,544 shares during the period. BlackRock Inc. owned about 9.15% of Amgen worth $17,874,974,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently made changes to their positions in AMGN. Brighton Jones LLC grew its stake in shares of Amgen by 23.5% during the fourth quarter. Brighton Jones LLC now owns 27,468 shares of the medical research company’s stock worth $7,159,000 after purchasing an additional 5,226 shares during the period. Sivia Capital Partners LLC lifted its stake in Amgen by 10.6% in the second quarter. Sivia Capital Partners LLC now owns 1,186 shares of the medical research company’s stock valued at $331,000 after buying an additional 114 shares during the period. Schnieders Capital Management LLC. boosted its holdings in Amgen by 29.3% during the second quarter. Schnieders Capital Management LLC. now owns 25,859 shares of the medical research company’s stock worth $7,220,000 after buying an additional 5,853 shares during the last quarter. Main Street Financial Solutions LLC boosted its holdings in Amgen by 11.3% during the second quarter. Main Street Financial Solutions LLC now owns 4,086 shares of the medical research company’s stock worth $1,141,000 after buying an additional 416 shares during the last quarter. Finally, Ieq Capital LLC grew its position in shares of Amgen by 5.1% during the 2nd quarter. Ieq Capital LLC now owns 54,152 shares of the medical research company’s stock worth $15,120,000 after buying an additional 2,611 shares during the period. 76.50% of the stock is owned by institutional investors and hedge funds.

Amgen Price Performance Shares of NASDAQ AMGN opened at $425.28 on Wednesday. The firm has a market cap of $229.92 billion, a PE ratio of 26.43, a PEG ratio of 3.86 and a beta of 0.41. The company has a current ratio of 1.37, a quick ratio of 1.13 and a debt-to-equity ratio of 4.44. Amgen Inc. has a 1-year low of $269.77 and a 1-year high of $427.39. The company has a fifty day moving average price of $373.66 and a 200 day moving average price of $360.06.

Amgen (NASDAQ:AMGN – Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The medical research company reported $6.29 earnings per share for the quarter, topping the consensus estimate of $5.62 by $0.67. Amgen had a return on equity of 124.14% and a net margin of 22.95%.The company had revenue of $10.05 billion during the quarter, compared to analysts’ expectations of $9.43 billion. During the same period in the prior year, the firm earned $6.02 earnings per share. Amgen’s revenue for the quarter was up 9.5% compared to the same quarter last year. Amgen has set its FY 2026 guidance at 22.300-23.500 EPS. Research analysts predict that Amgen Inc. will post 22.78 earnings per share for the current fiscal year. Amgen Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Investors of record on Friday, August 21st will be issued a dividend of $2.52 per share. The ex-dividend date is Friday, August 21st. This represents a $10.08 annualized dividend and a yield of 2.4%. Amgen’s dividend payout ratio is presently 62.65%.

Wall Street Analyst Weigh In AMGN has been the subject of a number of analyst reports. Daiwa Securities Group decreased their price objective on shares of Amgen from $410.00 to $390.00 and set an “outperform” rating for the company in a report on Wednesday, May 13th. Weiss Ratings raised shares of Amgen from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, August 6th. Canaccord Genuity Group upped their price objective on shares of Amgen from $366.00 to $384.00 and gave the company a “hold” rating in a research report on Wednesday, August 5th. Wall Street Zen raised Amgen from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Finally, Barclays lifted their target price on Amgen from $360.00 to $380.00 and gave the stock an “equal weight” rating in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, fifteen have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $375.93.

Check Out Our Latest Report on Amgen

Insiders Place Their Bets In other news, SVP Nancy A. Grygiel sold 2,970 shares of the stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $402.16, for a total transaction of $1,194,415.20. Following the completion of the transaction, the senior vice president directly owned 7,340 shares in the company, valued at $2,951,854.40. This represents a 28.81% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Rachna Khosla sold 2,000 shares of the stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $412.57, for a total value of $825,140.00. Following the completion of the sale, the senior vice president directly owned 6,404 shares of the company’s stock, valued at approximately $2,642,098.28. The trade was a 23.80% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 6,222 shares of company stock valued at $2,540,926. 0.85% of the stock is owned by insiders.

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

Positive Sentiment: Amgen’s recent results reinforced its growth narrative: quarterly revenue rose 9.5% year over year to $10.05 billion, while adjusted earnings of $6.29 per share exceeded consensus by $0.67. Management’s fiscal 2026 EPS guidance of $22.30–$23.50 also supports the bullish outlook. Amgen Results Put Growth Back in Focus Positive Sentiment: A completed Phase 1 study comparing two evolocumab formulations provides continued support for Amgen’s cholesterol franchise. Evolocumab, marketed as Repatha, is an important commercial product, and formulation work could help support its future development and patient use. Amgen’s Evolocumab Formulation Study Positive Sentiment: Growth-focused analysis from Zacks highlights Amgen’s earnings profile and potential for continued performance, adding to the favorable investor narrative. Why Amgen Is a Strong Growth Stock Neutral Sentiment: Cantor Fitzgerald raised its Amgen price target to $400 but retained a Neutral rating. Mizuho also maintained Neutral while lifting its target to $352, indicating that analysts see some fundamental improvement but believe the recent rally has exceeded their valuation expectations. Negative Sentiment: Amgen exercised its right to terminate a partnership with TScan Therapeutics, removing a collaboration from TScan’s pipeline. While the direct financial effect on Amgen is unclear, the termination may raise questions about partnership prioritization or the development prospects of the related program. TScan Therapeutics Faces Loss of Key Amgen Partnership Amgen Profile (Free Report)

Amgen Inc (NASDAQ: AMGN) is a global biotechnology company founded in 1980 and headquartered in Thousand Oaks, California. The company focuses on discovering, developing, manufacturing and delivering human therapeutics that address serious illnesses. Amgen’s work centers on biologic medicines derived from cellular and molecular biology, with an emphasis on translating advances in human genetics and protein science into therapies for patients.

Amgen’s commercial portfolio has historically included biologics used in oncology, supportive care, nephrology, bone health and cardiovascular disease.

Featured Stories Five stocks we like better than Amgen The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding AMGN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amgen Inc. (NASDAQ:AMGN – Free Report).

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BlackRock Inc. bought a new position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 30,919,632 shares of the medical research company’s stock, valued at approximately $15,501,867,000. BlackRock Inc. owned approximately 8.36% of Thermo Fisher Scientific as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of TMO. Pallas Capital Advisors LLC acquired a new position in shares of Thermo Fisher Scientific in the 2nd quarter worth $5,197,000. Deutsche Bank AG purchased a new position in shares of Thermo Fisher Scientific in the second quarter worth approximately $609,053,000. Perigon Wealth Management LLC purchased a new stake in shares of Thermo Fisher Scientific in the 2nd quarter valued at approximately $13,385,000. Commerzbank Aktiengesellschaft FI purchased a new position in Thermo Fisher Scientific during the 2nd quarter worth approximately $32,967,000. Finally, Trust Co. of Vermont acquired a new stake in shares of Thermo Fisher Scientific in the second quarter worth $25,326,000. 89.23% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In A number of equities analysts have recently weighed in on the stock. Sanford C. Bernstein assumed coverage on shares of Thermo Fisher Scientific in a research note on Friday, June 26th. They issued a “market perform” rating and a $520.00 price target on the stock. Evercore set a $570.00 target price on shares of Thermo Fisher Scientific in a research note on Monday, July 6th. Weiss Ratings upgraded shares of Thermo Fisher Scientific from a “hold (c-)” rating to a “hold (c)” rating in a research note on Tuesday, July 14th. Piper Sandler increased their target price on shares of Thermo Fisher Scientific from $510.00 to $600.00 and gave the stock a “neutral” rating in a research report on Monday, July 27th. Finally, Wells Fargo & Company decreased their price target on Thermo Fisher Scientific from $675.00 to $615.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $619.41.

View Our Latest Research Report on TMO Thermo Fisher Scientific Trading Up 0.8% Shares of NYSE:TMO opened at $590.00 on Wednesday. Thermo Fisher Scientific Inc. has a 52-week low of $435.27 and a 52-week high of $643.99. The company has a debt-to-equity ratio of 0.74, a quick ratio of 1.18 and a current ratio of 1.55. The company has a market cap of $218.15 billion, a P/E ratio of 31.74, a P/E/G ratio of 2.39 and a beta of 0.84. The stock’s 50-day moving average is $533.64 and its 200-day moving average is $508.36.

Thermo Fisher Scientific (NYSE:TMO – Get Free Report) last released its earnings results on Thursday, July 23rd. The medical research company reported $6.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.71 by $0.32. Thermo Fisher Scientific had a return on equity of 17.09% and a net margin of 15.04%.The firm had revenue of $11.99 billion for the quarter, compared to analyst estimates of $11.71 billion. During the same quarter last year, the firm posted $4.28 EPS. The company’s revenue was up 10.5% on a year-over-year basis. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. Equities research analysts predict that Thermo Fisher Scientific Inc. will post 25.12 earnings per share for the current year.

Thermo Fisher Scientific Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Tuesday, September 15th will be issued a $0.47 dividend. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $1.88 dividend on an annualized basis and a yield of 0.3%. Thermo Fisher Scientific’s dividend payout ratio is 10.11%.

Insider Activity at Thermo Fisher Scientific In related news, CAO Joseph R. Holmes sold 420 shares of the business’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $584.81, for a total transaction of $245,620.20. Following the transaction, the chief accounting officer directly owned 2,966 shares in the company, valued at $1,734,546.46. The trade was a 12.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Lisa P. Britt sold 5,850 shares of the firm’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $580.00, for a total value of $3,393,000.00. Following the completion of the sale, the vice president owned 14,784 shares of the company’s stock, valued at $8,574,720. This represents a 28.35% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 52,053 shares of company stock worth $30,643,589. Insiders own 0.33% of the company’s stock.

(Free Report)

Thermo Fisher Scientific (NYSE: TMO) is a global provider of scientific instrumentation, reagents and consumables, software, and services that support research, clinical, and industrial laboratories. The company supplies analytical instruments and laboratory equipment, life sciences reagents and kits, specialty diagnostics, and a broad range of consumables used by researchers, clinicians, and manufacturers. Its offerings also include laboratory information management and data-analysis software, as well as service solutions such as instrument maintenance, validation, and logistics that help customers run complex workflows efficiently.

Thermo Fisher operates through multiple business areas that broadly cover life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services, including contract development and manufacturing for pharmaceutical and biotechnology companies.

Read More Five stocks we like better than Thermo Fisher Scientific The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding TMO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report).

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Fox Run Management L.L.C. lifted its stake in Medtronic PLC (NYSE:MDT – Free Report) by 364.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 23,397 shares of the medical technology company’s stock after acquiring an additional 18,364 shares during the period. Fox Run Management L.L.C.’s holdings in Medtronic were worth $1,830,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. Vanguard Group Inc. grew its stake in Medtronic by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 128,961,343 shares of the medical technology company’s stock valued at $12,388,027,000 after purchasing an additional 1,888,381 shares during the last quarter. State Street Corp lifted its position in shares of Medtronic by 2.0% during the fourth quarter. State Street Corp now owns 61,660,158 shares of the medical technology company’s stock valued at $5,966,780,000 after buying an additional 1,199,621 shares during the last quarter. JPMorgan Chase & Co. lifted its position in shares of Medtronic by 2.7% during the fourth quarter. JPMorgan Chase & Co. now owns 53,616,694 shares of the medical technology company’s stock valued at $5,150,420,000 after buying an additional 1,419,730 shares during the last quarter. Capital Research Global Investors boosted its holdings in shares of Medtronic by 12.6% in the 4th quarter. Capital Research Global Investors now owns 34,573,163 shares of the medical technology company’s stock valued at $3,321,101,000 after buying an additional 3,880,174 shares in the last quarter. Finally, Geode Capital Management LLC boosted its holdings in shares of Medtronic by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 27,879,481 shares of the medical technology company’s stock valued at $2,665,832,000 after buying an additional 231,919 shares in the last quarter. 82.06% of the stock is currently owned by hedge funds and other institutional investors.

Medtronic News Roundup Here are the key news stories impacting Medtronic this week:

Positive Sentiment: Medtronic outperformed the broader market in the latest session, closing higher as investors focused on the company’s defensive medical-device exposure. Medtronic Advances While Market Declines Positive Sentiment: Seventeen analysts have issued targets over the past six months, with a median target of $101, implying additional upside from recent levels. Targets range widely, however, from $83 to $119. Medtronic Analyst Targets and Trading Data Neutral Sentiment: Value-focused coverage is comparing MDT with Agilent Technologies, indicating that investors are evaluating Medtronic’s valuation against peers rather than responding to a major new company-specific catalyst. MDT Versus Agilent for Value Investors Neutral Sentiment: Institutional positioning was mixed in the latest reported quarter: 998 investors increased holdings while 1,327 reduced positions, including sizable additions by JPMorgan and reductions by Capital Research and UBS. Medtronic Institutional Activity Negative Sentiment: Quiver estimated CEO Geoff Martha’s 2026 compensation at $22.9 million, up 7.4% year over year. It also reported eight open-market insider sales and no purchases over the past six months, which may raise governance and confidence concerns. Medtronic CEO Compensation and Insider Sales Negative Sentiment: BTIG reaffirmed a “buy” rating but set a $91 price target, below recent trading levels, signaling limited near-term upside in that analyst’s view. BTIG Reaffirms Medtronic Buy Rating Medtronic Stock Up 1.8% MDT stock opened at $92.22 on Wednesday. The stock has a market capitalization of $118.04 billion, a PE ratio of 24.72, a price-to-earnings-growth ratio of 2.45 and a beta of 0.55. Medtronic PLC has a 52 week low of $73.31 and a 52 week high of $106.33. The company has a quick ratio of 1.62, a current ratio of 2.13 and a debt-to-equity ratio of 0.52. The firm has a 50 day moving average of $83.60 and a 200 day moving average of $86.13. Medtronic (NYSE:MDT – Get Free Report) last issued its quarterly earnings results on Wednesday, June 3rd. The medical technology company reported $1.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.54 by $0.01. The business had revenue of $9.81 billion for the quarter, compared to analyst estimates of $9.62 billion. Medtronic had a net margin of 13.20% and a return on equity of 14.51%. Medtronic’s revenue for the quarter was up 9.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.62 EPS. Medtronic has set its FY 2027 guidance at 5.900-6.000 EPS. Sell-side analysts forecast that Medtronic PLC will post 5.94 earnings per share for the current year.

Medtronic Increases Dividend The company also recently announced a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Friday, June 26th were given a $0.72 dividend. This represents a $2.88 annualized dividend and a dividend yield of 3.1%. The ex-dividend date of this dividend was Friday, June 26th. This is a positive change from Medtronic’s previous quarterly dividend of $0.71. Medtronic’s payout ratio is currently 77.21%.

Wall Street Analyst Weigh In Several research analysts recently commented on the stock. Royal Bank Of Canada reiterated an “outperform” rating and set a $118.00 price objective on shares of Medtronic in a research note on Thursday, June 4th. Rothschild & Co Redburn lowered their target price on shares of Medtronic from $111.00 to $106.00 and set a “buy” rating for the company in a research note on Friday, June 5th. Weiss Ratings lowered shares of Medtronic from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, May 21st. Mizuho reduced their price target on Medtronic from $120.00 to $100.00 and set an “outperform” rating on the stock in a research report on Wednesday, June 3rd. Finally, BTIG Research reiterated a “buy” rating and set a $91.00 price objective on shares of Medtronic in a report on Tuesday. Eighteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, Medtronic currently has a consensus rating of “Moderate Buy” and a consensus target price of $98.83.

Read Our Latest Stock Report on Medtronic

Insider Activity In related news, EVP Harry Skip Kiil sold 4,189 shares of the firm’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $80.44, for a total value of $336,963.16. Following the completion of the transaction, the executive vice president owned 37,227 shares in the company, valued at $2,994,539.88. This trade represents a 10.11% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.26% of the stock is currently owned by insiders.

Medtronic Company Profile (Free Report)

Medtronic plc is a global medical technology company that develops and manufactures a broad range of therapeutic devices and health care solutions. Headquartered legally in Ireland with principal operational offices in the United States, the company markets products to hospitals, physicians and health systems worldwide and has grown from its founding in 1949 into one of the largest medical-device manufacturers serving global health-care markets.

Medtronic’s offerings span several clinical areas, including cardiac rhythm and heart failure (pacemakers, implantable cardioverter‑defibrillators and related cardiac therapies), minimally invasive and surgical technologies (laparoscopic and advanced energy devices, visualization systems and surgical innovations), restorative therapies (spine and orthopedics, neuromodulation and neurovascular treatments) and diabetes management (insulin-delivery systems and glucose monitoring solutions).

Recommended Stories Five stocks we like better than Medtronic The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding MDT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Medtronic PLC (NYSE:MDT – Free Report).

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The Estee Lauder Companies Inc
EL +17.88% 74

released its 8-K filing for the fiscal year ending June 30, 2026, showcasing significant growth in net sales and improved profitability metrics compared to the previous fiscal year. This report indicates a net sales growth of 6% in the fourth quarter and 5% for the full year, driven by strong performance across all geographic regions.

As a leader in the global prestige beauty market, The Estee Lauder Companies Inc
EL +17.88% 74

retains a diversified portfolio that includes renowned brands such as Estée Lauder, Clinique, and M.A.C. The firm operates in over 150 countries, with a substantial revenue distribution: 31% from the Americas, 37% from Europe, the Middle East and Africa, and 32% from Asia-Pacific. The company's sales are facilitated through various channels, including department stores, e-commerce, and specialty beauty retailers.

Fiscal Performance and ChallengesThe Estee Lauder Companies Inc
EL +17.88% 74

marked significant milestones in FY2026. Reported net sales increased to $15.0 billion, up from $14.3 billion in FY2025. Organic net sales also grew by 3%, indicating a resurgence in consumer demand. These results highlight the firm’s successful navigation of the challenging retail environment exacerbated by macroeconomic pressures. However, the company noted that disruptions, particularly stemming from geopolitical tensions in the Middle East, negatively impacted certain operations. Addressing challenges effectively will be crucial for maintaining this momentum and ensuring sustainable growth.

“I am incredibly proud of our team for delivering fiscal 2026 results ahead of the expectations we had to start the year,” stated Stéphane de La Faverie, President and CEO. “We reignited growth with organic sales rising 3%, driven by the breadth of growth across brands, and achieved significant operating margin expansion.” This optimistic outlook emphasizes the importance of adaptability in a shifting market environment.

Financial Highlights and Industry RelevanceFor FY2026, The Estee Lauder Companies Inc
EL +17.88% 74

achieved various financial advancements essential for a leading player in the consumer packaged goods industry. Highlights include:

MetricFY2026FY2025ChangeNet Sales$15,049 million$14,326 million+5%Adjusted Diluted EPS$2.51$1.51+66%Operating Income$780 million$(785) million100+%Operating Margin11.2%8.0%+320 bpsThe robust performance metrics are paramount, especially against the backdrop of the volatile beauty market, as they signify improved operational efficiency and consumer engagement strategies. Noteworthy is the company’s strategic focus on consumer-facing investments, which fueled a 7% increase in spending in FY2026, with promising results anticipated in FY2027.

GuruFocus Valuation CheckAccording to GuruFocus's proprietary data, The Estee Lauder Companies Inc
EL +17.88% 74

holds a GF Score of 74/100, indicating an above-average score for investment potential. The current GF Value is $96.86, whereas the stock is trading at $84.27, suggesting that it is undervalued by approximately 13.0%. This presents a potential buying opportunity for value investors.

Additionally, the company exhibits a financial strength rating of 5/10, with a profitability rank of 7/10, indicating solid operational performance. However, with a growth rank of only 4/10 and a predictability rating of 1 star, cautious investors may want to monitor the company’s growth rate closely. The moat score of 8/10 signifies a strong competitive advantage within its sector.

Notably, insider activity reveals significant selling, with insiders offloading approximately $1,019.1 million in shares over the past year—this could serve as a cautious signal for investors looking for bullish indicators. For a deeper dive, visit the The Estee Lauder Companies Inc stock page on GuruFocus.

Explore the complete 8-K earnings release (here) from The Estee Lauder Companies Inc for further details.

GuruFocus context: GuruFocus’ GF Value™ estimates fair value near $96.86 (13.0% undervalued); its GF Score™ is 74/100; 9 gurus currently hold the stock, with 5 adding and 5 trimming positions in recent quarters — guru 13F data Simply Wall St and Morningstar don’t have. See the full The Estee Lauder Companies Inc
EL +17.88% 74

research.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Shares of Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) are up 13% to $243.66 in early Wednesday trading after the company disclosed a warrant issued to Alphabet‘s (NASDAQ:GOOGL) Google worth about $12.18 billion, tied to a broader deal to develop custom AI chips for Google. Marvell stock is rebounding off a sharp Tuesday slide and extending an already outsized 155% year to date (YTD) advance through Tuesday’s close.

Broadcom (NASDAQ:AVGO) shares are down 3% to $369.13 on the same headline. The move highlights the competitive stakes in Google’s custom AI chip roadmap, where Broadcom has been the incumbent supplier for multiple generations of tensor processing units.

The clean read for investors: Marvell is gaining share on a marquee hyperscaler program, and Broadcom appears to be giving some up. That’s why the reaction reads as a zero sum shift rather than an industry rising tide.

Google Warrant Reshapes the Custom Silicon Race Marvell stated Wednesday that it issued Google a warrant to buy a stake worth about $12.18 billion, part of a broader agreement to help develop custom chips for the hyperscaler. The warrant is a right to buy, not an equity position Google currently holds, and specific share count, strike, and vesting terms were not disclosed.

Under the deal, Marvell will develop AI inference accelerators, storage, networking and memory interface controllers, and near memory computing technologies for Google. Demand for custom silicon such as Google’s TPUs has surged as businesses seek alternatives to expensive general purpose graphics processors.

Broadcom signed a long term agreement with Google in April to develop and supply future generations of custom AI chips and other components for Google’s next generation AI racks through 2031. That existing relationship is why Broadcom stock is under pressure on Marvell’s announcement, even though the two vendors could, in theory, share different portions of the same TPU stack.

Peer Reaction Splits Along Custom Silicon Lines Alphabet shares are unchanged at $342.67, with the stock up 10% YTD through Tuesday’s close. The market is treating the warrant as a supplier reshuffle rather than a strategic pivot at Google, and the flat reaction lines up with a broadly neutral sentiment backdrop on the name.

Astera Labs (NASDAQ:ALAB) shares are up 1% to $307.42, recovering a portion of Tuesday’s 5% slide. Astera Labs stock remains up 82% YTD as AI data center connectivity names continue to draw capital tied to hyperscaler buildouts.

Credo Technology shares are up 3% to $252.85, extending a YTD gain of 71%. The Marvell versus Broadcom divergence is the sharpest signal of the morning, and connectivity plays like Credo and Astera Labs are typically read as adjacent beneficiaries of any custom silicon ramp.

Semiconductor ETF Reflects the Equal Weight Effect The SPDR S&P Semiconductor ETF is up 1% to $521.50 in early Wednesday trading. The fund uses an equal weighted methodology, so mid cap custom silicon and connectivity names like Marvell, Astera Labs, and Credo carry more weight than they would in a market cap weighted chip index.

That structure cuts both ways. It amplifies gains on days when the custom silicon narrative wins, and it concentrates sector risk if hyperscaler capital expenditure plans slow or if a single program shifts vendors. Sizing sector exposure through this ETF should weigh that concentration against the broader diversification of a market cap weighted alternative.

What to Watch Marvell’s next quarterly report is confirmed for Wednesday, August 27, after the market close. Traders may want to keep an eye on whether management contextualizes the Google warrant with specific customer bookings commentary, and whether Broadcom stock stabilizes ahead of its own September earnings report.

Shareholders can watch for clarifying disclosures on the warrant’s share count, strike, and vesting, none of which accompanied Wednesday’s announcement. The headline dollar figure alone is enough to redraw the map of who supplies Google’s next generation TPU stack, and today’s split reaction across Marvell, Broadcom, and Alphabet stock is likely just the opening move.

Contact [email protected] for any questions or corrections.

BlackRock Inc. purchased a new stake in shares of PPG Industries, Inc. (NYSE:PPG – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 23,550,100 shares of the specialty chemicals company’s stock, valued at approximately $2,856,392,000. BlackRock Inc. owned about 10.59% of PPG Industries as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently bought and sold shares of PPG. Resources Management Corp CT ADV boosted its holdings in shares of PPG Industries by 900.0% in the 4th quarter. Resources Management Corp CT ADV now owns 250 shares of the specialty chemicals company’s stock valued at $26,000 after buying an additional 225 shares during the last quarter. Quarry LP acquired a new position in PPG Industries during the third quarter worth $26,000. Aster Capital Management DIFC Ltd acquired a new position in PPG Industries during the fourth quarter worth $30,000. Essential Partners LLC raised its position in PPG Industries by 59.3% during the first quarter. Essential Partners LLC now owns 301 shares of the specialty chemicals company’s stock worth $32,000 after acquiring an additional 112 shares in the last quarter. Finally, DV Equities LLC bought a new stake in PPG Industries during the fourth quarter worth $32,000. 81.86% of the stock is currently owned by institutional investors.

PPG Industries Trading Down 0.5% Shares of PPG stock opened at $112.82 on Wednesday. The company has a current ratio of 1.58, a quick ratio of 1.15 and a debt-to-equity ratio of 0.72. The stock has a market cap of $25.08 billion, a P/E ratio of 16.16, a price-to-earnings-growth ratio of 1.66 and a beta of 1.07. The stock has a 50 day simple moving average of $117.53 and a 200 day simple moving average of $114.05. PPG Industries, Inc. has a 1 year low of $93.39 and a 1 year high of $133.43.

PPG Industries (NYSE:PPG – Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The specialty chemicals company reported $2.23 EPS for the quarter, missing analysts’ consensus estimates of $2.25 by ($0.02). The company had revenue of $4.50 billion during the quarter, compared to analyst estimates of $4.37 billion. PPG Industries had a net margin of 9.57% and a return on equity of 21.07%. The firm’s revenue for the quarter was up 7.2% compared to the same quarter last year. During the same period last year, the firm earned $2.22 EPS. PPG Industries has set its FY 2026 guidance at 7.700-8.100 EPS. On average, research analysts predict that PPG Industries, Inc. will post 7.89 earnings per share for the current fiscal year. PPG Industries Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Friday, September 11th. Stockholders of record on Monday, August 10th will be issued a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 2.6%. This is a boost from PPG Industries’s previous quarterly dividend of $0.71. The ex-dividend date is Monday, August 10th. PPG Industries’s dividend payout ratio (DPR) is currently 42.41%.

Analyst Ratings Changes PPG has been the subject of several recent analyst reports. Wall Street Zen cut PPG Industries from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. The Goldman Sachs Group dropped their price objective on PPG Industries from $134.00 to $130.00 in a research note on Friday, May 1st. Mizuho raised their price objective on PPG Industries from $125.00 to $135.00 and gave the company an “outperform” rating in a research report on Wednesday, July 1st. Royal Bank Of Canada reduced their target price on PPG Industries from $129.00 to $122.00 and set a “sector perform” rating for the company in a research note on Thursday, July 30th. Finally, BMO Capital Markets decreased their target price on PPG Industries from $140.00 to $138.00 and set an “outperform” rating on the stock in a report on Monday, July 6th. Seven investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $126.00.

View Our Latest Stock Report on PPG

PPG Industries Profile (Free Report)

PPG Industries is a global supplier of paints, coatings and specialty materials that serves industrial, transportation, consumer and construction markets. Founded in 1883 as the Pittsburgh Plate Glass Company, PPG has evolved from its origins in glass manufacturing into a diversified coatings and materials company headquartered in Pittsburgh, Pennsylvania. The company develops and manufactures a broad array of products used to protect and enhance surfaces, from consumer paints to highly engineered coatings for demanding industrial applications.

PPG’s product portfolio includes architectural and decorative paints, automotive original equipment and refinish coatings, industrial coatings for machinery and equipment, protective and marine coatings, aerospace and defense coatings, and packaging coatings and materials.

Featured Articles Five stocks we like better than PPG Industries The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond

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Bonfire Financial purchased a new stake in The Kroger Co. (NYSE:KR – Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 21,040 shares of the company’s stock, valued at approximately $1,168,000. Kroger comprises approximately 0.8% of Bonfire Financial’s portfolio, making the stock its 16th biggest position.

Several other hedge funds also recently made changes to their positions in KR. Brighton Jones LLC lifted its stake in Kroger by 27.3% during the fourth quarter. Brighton Jones LLC now owns 15,733 shares of the company’s stock valued at $962,000 after purchasing an additional 3,373 shares during the last quarter. Woodline Partners LP grew its position in Kroger by 40.7% in the first quarter. Woodline Partners LP now owns 56,243 shares of the company’s stock worth $3,807,000 after buying an additional 16,270 shares during the last quarter. Sivia Capital Partners LLC bought a new position in shares of Kroger in the second quarter valued at $201,000. NewEdge Advisors LLC increased its holdings in shares of Kroger by 11.5% in the second quarter. NewEdge Advisors LLC now owns 97,288 shares of the company’s stock valued at $6,978,000 after buying an additional 10,051 shares in the last quarter. Finally, Nebula Research & Development LLC acquired a new stake in shares of Kroger during the 2nd quarter valued at $1,840,000. Institutional investors and hedge funds own 80.93% of the company’s stock.

Kroger Stock Up 0.6% Shares of Kroger stock opened at $56.39 on Wednesday. The Kroger Co. has a 1 year low of $54.15 and a 1 year high of $76.58. The company has a market cap of $34.55 billion, a P/E ratio of 33.17, a P/E/G ratio of 1.52 and a beta of 0.43. The company has a current ratio of 0.79, a quick ratio of 0.39 and a debt-to-equity ratio of 2.43. The stock has a 50-day moving average price of $58.34 and a 200 day moving average price of $64.84.

Kroger (NYSE:KR – Get Free Report) last released its earnings results on Thursday, June 18th. The company reported $1.58 earnings per share for the quarter, missing the consensus estimate of $1.59 by ($0.01). The business had revenue of $46.12 billion for the quarter, compared to analysts’ expectations of $45.59 billion. Kroger had a net margin of 0.71% and a return on equity of 44.33%. The company’s revenue was up 2.2% compared to the same quarter last year. During the same period last year, the firm earned $1.49 EPS. Kroger has set its FY 2026 guidance at 5.100-5.30 EPS. As a group, analysts expect that The Kroger Co. will post 5.21 EPS for the current fiscal year. Kroger Increases Dividend The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Saturday, August 15th will be given a $0.39 dividend. This represents a $1.56 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Friday, August 14th. This is a positive change from Kroger’s previous quarterly dividend of $0.35. Kroger’s payout ratio is currently 91.76%.

Analysts Set New Price Targets Several equities research analysts have recently weighed in on KR shares. Morgan Stanley reduced their price objective on Kroger from $73.00 to $67.00 and set an “equal weight” rating for the company in a research note on Monday, June 22nd. Barclays set a $61.00 price target on Kroger and gave the company an “equal weight” rating in a research report on Monday, June 22nd. Royal Bank Of Canada reissued an “outperform” rating on shares of Kroger in a research note on Monday, June 1st. UBS Group set a $63.00 price objective on Kroger and gave the stock a “neutral” rating in a report on Monday, June 22nd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $82.00 price objective on shares of Kroger in a research note on Friday, June 19th. Ten investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $72.00.

View Our Latest Stock Analysis on Kroger

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

Positive Sentiment: Kroger is opening new Marketplace locations in metro Atlanta, expanding its larger-format grocery, general merchandise and prepared-food offering. A new store is also planned for Lenoir City, Tennessee, supporting the company’s long-term growth and local market presence. Kroger opens new Marketplace locations in metro Atlanta New Kroger grocery store coming to Lenoir City Neutral Sentiment: Rebel Creamery, whose ice cream products are sold at Kroger and other major retailers, filed for bankruptcy while appealing a multimillion-dollar judgment. The development could affect product availability, but appears unlikely to have a material direct impact on Kroger’s finances. Ice cream brand sold at Kroger files for bankruptcy Negative Sentiment: Kroger reportedly plans to close 60 U.S. stores in 2026, including locations tied to its Fry’s banner. The closures may improve efficiency and profitability, but they also signal weak store economics and could reduce sales and customer reach. Kroger to Close 60 Stores Negative Sentiment: Reports and social-media reactions highlight declining Kroger store traffic, raising concerns about competitive pressure, consumer behavior and the company’s ability to sustain sales growth. Kroger’s declining traffic Negative Sentiment: A jalapeño-related salmonella recall involving products sold at Kroger and other grocers creates potential reputational, compliance and customer-trust risks, although the financial impact is not yet clear. Products recalled over jalapeño salmonella outbreak Negative Sentiment: Kroger’s co-branded credit card with U.S. Bank is reportedly being discontinued, including changes to gas-discount benefits. Ending the program may frustrate shoppers and weaken loyalty incentives. Kroger’s credit card is going away Kroger Company Profile (Free Report)

The Kroger Co (NYSE: KR) is one of the largest supermarket operators in the United States, offering a wide range of retail grocery and related services. Founded in Cincinnati in 1883 by Bernard Kroger, the company operates a portfolio of supermarket and multi-department store banners and provides customers with fresh foods, packaged groceries, deli and bakery items, meat and seafood, produce, and prepared foods. Kroger’s stores commonly include pharmacy services and fuel centers, positioning the company as a broad-based neighborhood retail destination for everyday needs.

In addition to traditional in-store retailing, Kroger manufactures and distributes a variety of private-label brands and operates its own food production and supply-chain facilities.

Further Reading Five stocks we like better than Kroger The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding KR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Kroger Co. (NYSE:KR – Free Report).

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Aljian Capital Management LLC purchased a new position in The Sherwin-Williams Company (NYSE:SHW – Free Report) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 2,284 shares of the specialty chemicals company’s stock, valued at approximately $787,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of SHW. Brighton Jones LLC grew its position in Sherwin-Williams by 73.6% in the fourth quarter. Brighton Jones LLC now owns 1,545 shares of the specialty chemicals company’s stock worth $525,000 after buying an additional 655 shares during the last quarter. Empowered Funds LLC boosted its position in shares of Sherwin-Williams by 11.2% in the 1st quarter. Empowered Funds LLC now owns 6,236 shares of the specialty chemicals company’s stock valued at $2,178,000 after purchasing an additional 626 shares during the period. Jump Financial LLC purchased a new position in Sherwin-Williams in the 2nd quarter worth about $1,210,000. Sei Investments Co. boosted its holdings in shares of Sherwin-Williams by 43.6% in the second quarter. Sei Investments Co. now owns 196,915 shares of the specialty chemicals company’s stock worth $67,612,000 after buying an additional 59,831 shares during the period. Finally, Glenview Trust co increased its position in shares of Sherwin-Williams by 4.8% in the second quarter. Glenview Trust co now owns 3,249 shares of the specialty chemicals company’s stock worth $1,116,000 after acquiring an additional 148 shares in the last quarter. 77.67% of the stock is owned by institutional investors and hedge funds.

Sherwin-Williams Stock Down 1.2% Shares of Sherwin-Williams stock opened at $345.62 on Wednesday. The firm has a market cap of $83.90 billion, a price-to-earnings ratio of 31.85, a P/E/G ratio of 2.68 and a beta of 1.10. The stock has a 50-day simple moving average of $337.99 and a 200-day simple moving average of $332.78. The Sherwin-Williams Company has a 52-week low of $289.86 and a 52-week high of $379.65. The company has a debt-to-equity ratio of 2.16, a current ratio of 0.73 and a quick ratio of 0.46.

Sherwin-Williams (NYSE:SHW – Get Free Report) last posted its earnings results on Tuesday, July 28th. The specialty chemicals company reported $3.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.52 by $0.18. Sherwin-Williams had a net margin of 11.01% and a return on equity of 67.97%. The firm had revenue of $6.79 billion during the quarter, compared to analysts’ expectations of $6.60 billion. During the same period in the previous year, the company earned $3.38 earnings per share. The company’s revenue was up 7.5% compared to the same quarter last year. Sherwin-Williams has set its FY 2026 guidance at 11.800-12.200 EPS. On average, equities research analysts expect that The Sherwin-Williams Company will post 12.08 earnings per share for the current fiscal year. Sherwin-Williams Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Shareholders of record on Friday, August 21st will be given a dividend of $0.80 per share. The ex-dividend date of this dividend is Friday, August 21st. This represents a $3.20 dividend on an annualized basis and a yield of 0.9%. Sherwin-Williams’s payout ratio is currently 29.49%.

Analyst Ratings Changes Several equities analysts have weighed in on SHW shares. BMO Capital Markets reiterated an “outperform” rating and set a $405.00 price objective (up from $400.00) on shares of Sherwin-Williams in a research report on Wednesday, July 29th. Bank of America lowered their price target on Sherwin-Williams from $370.00 to $365.00 and set a “neutral” rating on the stock in a report on Tuesday, April 21st. Berenberg Bank set a $380.00 target price on Sherwin-Williams in a research note on Monday, June 8th. JPMorgan Chase & Co. increased their price target on shares of Sherwin-Williams from $365.00 to $380.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $395.00 price objective (up from $385.00) on shares of Sherwin-Williams in a research note on Wednesday, July 29th. Nine analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $385.44.

View Our Latest Stock Report on SHW

Insider Activity at Sherwin-Williams In related news, insider Karl J. Jorgenrud sold 7,886 shares of the business’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $368.30, for a total transaction of $2,904,413.80. Following the completion of the transaction, the insider owned 11,944 shares of the company’s stock, valued at approximately $4,398,975.20. The trade was a 39.77% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.23% of the company’s stock.

(Free Report)

Sherwin-Williams (NYSE: SHW) is a global manufacturer and distributor of paints, coatings and related products. Founded in 1866 and headquartered in Cleveland, Ohio, the company supplies a broad range of coatings for residential, commercial and industrial applications. Its product offering includes architectural paints and stains, industrial and protective coatings, automotive finishes, and a variety of sundry products such as primers, sealants and specialty treatments used by professionals and consumers.

The company sells through multiple channels, including a large network of company-operated retail paint stores that serve professional contractors and do-it-yourself consumers, as well as through distributors and mass retailers.

See Also Five stocks we like better than Sherwin-Williams The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond

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BlackRock Inc. acquired a new stake in shares of Cintas Corporation (NASDAQ:CTAS – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 26,578,230 shares of the business services provider’s stock, valued at approximately $4,520,425,000. BlackRock Inc. owned approximately 6.64% of Cintas as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the stock. Nemes Rush Group LLC purchased a new stake in Cintas during the 4th quarter valued at about $25,000. First United Bank & Trust purchased a new position in Cintas in the 1st quarter worth approximately $25,000. Whipplewood Advisors LLC boosted its holdings in shares of Cintas by 1,712.5% during the 1st quarter. Whipplewood Advisors LLC now owns 145 shares of the business services provider’s stock worth $25,000 after purchasing an additional 137 shares during the last quarter. Swiss RE Ltd. acquired a new position in shares of Cintas during the 4th quarter worth approximately $25,000. Finally, Camelot Portfolios LLC purchased a new stake in shares of Cintas in the fourth quarter valued at approximately $26,000. Hedge funds and other institutional investors own 63.46% of the company’s stock.

Cintas Stock Performance NASDAQ:CTAS opened at $199.45 on Wednesday. The company has a current ratio of 1.43, a quick ratio of 1.27 and a debt-to-equity ratio of 0.28. The company has a market capitalization of $79.81 billion, a P/E ratio of 53.33, a price-to-earnings-growth ratio of 3.22 and a beta of 0.91. The firm has a 50-day moving average price of $189.72 and a two-hundred day moving average price of $184.77. Cintas Corporation has a twelve month low of $161.16 and a twelve month high of $219.87.

Cintas (NASDAQ:CTAS – Get Free Report) last posted its quarterly earnings results on Wednesday, July 15th. The business services provider reported $1.29 EPS for the quarter, beating the consensus estimate of $1.24 by $0.05. Cintas had a return on equity of 42.05% and a net margin of 17.75%.The company had revenue of $2.91 billion during the quarter, compared to analysts’ expectations of $2.87 billion. During the same quarter in the previous year, the business earned $1.09 EPS. The firm’s revenue was up 8.9% on a year-over-year basis. Cintas has set its FY 2027 guidance at 5.360-5.500 EPS. As a group, research analysts expect that Cintas Corporation will post 5.49 earnings per share for the current fiscal year. Cintas Increases Dividend The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 14th will be paid a $0.52 dividend. The ex-dividend date is Friday, August 14th. This is a positive change from Cintas’s previous quarterly dividend of $0.45. This represents a $2.08 dividend on an annualized basis and a dividend yield of 1.0%. Cintas’s dividend payout ratio is currently 55.61%.

Wall Street Analysts Forecast Growth Several brokerages have recently commented on CTAS. Robert W. Baird upped their price target on Cintas from $200.00 to $214.00 and gave the company an “outperform” rating in a research note on Thursday, July 16th. Argus upgraded shares of Cintas to a “strong-buy” rating in a research report on Friday, July 17th. UBS Group reissued a “buy” rating and issued a $230.00 price target (up from $228.00) on shares of Cintas in a research note on Thursday, July 16th. Wells Fargo & Company reissued an “overweight” rating and issued a $250.00 target price (up from $245.00) on shares of Cintas in a research report on Thursday, July 16th. Finally, Truist Financial decreased their price target on Cintas from $255.00 to $225.00 and set a “buy” rating on the stock in a research note on Monday, June 15th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $212.31.

Check Out Our Latest Stock Analysis on Cintas

Cintas Profile (Free Report)

Cintas Corporation (NASDAQ: CTAS) is a provider of business services and products focused on workplace appearance, safety and facility maintenance. The company is best known for its uniform rental and corporate apparel programs, which include rental, leasing and direct-purchase options, laundering and garment repair. Cintas markets its services to a wide range of end-users, including manufacturing, food service, healthcare, hospitality, retail and government customers.

Beyond uniforms, Cintas offers a suite of facility services and products designed to help organizations maintain clean, safe and compliant workplaces.

Read More Five stocks we like better than Cintas The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond

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A TJX logo appears in this illustration taken August 18, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab

SummaryCompaniesMarmaxx same-store sales slowed sharply from prior quarterQ3 profit forecast below analysts' estimatesTariff refunds may trim merchandise costs, partly offset by higher bonus expensesAug 19 (Reuters) - TJX (TJX.N), opens new tab forecast third-quarter profit below Wall Street estimates as slowing ‌growth at its key Marmaxx division fueled concerns of a pullback in consumer spending, sending its shares down about 5% on Wednesday.

The Framingham, Massachusetts-based retailer also raised its annual profit forecast and ​maintained its comparable store sales target for growth between 3% and 4%.

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TJX ​faces mounting competition from value retailers Ross Stores (ROST.O), opens new tab and Burlington Stores (BURL.N), opens new tab ⁠as consumers grow more selective with discretionary purchases amid economic uncertainty and a ​softer labor market.

Excluding an expected net benefit of six cents from tariff refunds, ​TJX sees third-quarter adjusted earnings per share to be in the range of $1.30 to $1.32, compared with analyst expectations of $1.35, according to LSEG data.

Marmaxx, TJX's largest division and home to the TJ ​Maxx and Marshalls chains, posted comparable sales growth of 1% in the ​second quarter, slowing from 6% growth in the previous quarter.

"Our fear is that it relates to ‌lower ⁠ticket (less purchases per shopping trip) given wider signs of consumer weakness and price increases over the last year and a half," William Blair analyst Dylan Carden said.

TJX, which offers merchandise priced from under $10 to designer goods costing several thousands of ​dollars, has boosted ​marketing efforts to ⁠attract shoppers with new launches and celebrity-led campaigns.

The company expects additional tariff refunds in the third quarter that could lower ​merchandise costs, although part of the benefit is expected to ​be offset ⁠by higher incentive compensation and bonus expenses.

The TJ Maxx parent expects earnings per share for fiscal 2027 to be between $5.31 and $5.36, compared with its previous forecast of $5.08 ⁠to $5.15.

Net sales ​rose 5.4% to $15.18 billion in the quarter ended ​August 1, narrowly beating estimates of $15.16 billion.

The company reported quarterly adjusted earnings per share rose 11% ​to $1.22, slightly above expectations of $1.19.

Reporting by Sanskriti Shekhar in Bengaluru; Editing by Devika Syamnath

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New orchestration capability lets builders use any coding agent to build, run, and govern complete business processes—no rewrite required to ship

NEW YORK--(BUSINESS WIRE)--UiPath, Inc. (NYSE: PATH), a global leader in business orchestration and automation, today announced UiPath Maestro™ Flow, a developer-first orchestration canvas combining the speed of modern, AI-native development with enterprise-grade durability and governance. Using Maestro Flow, builders can use supported coding agents to design, run, observe, and govern an end-to-end process as a single artifact, from prototype to production.

With the popularity of coding agents, enterprise builders can build AI agents quickly, but struggle to implement and run them as real business processes across systems. Without a critical layer of orchestration, process logic becomes fragmented, difficult to govern, and costly to maintain—prototypes cannot ship, work stalls while waiting on review, automations are not tracked, and the cost of experimentation itself becomes a brake on progress.

Maestro Flow closes that gap. Builders can use the coding agents they already rely on—including Claude Code, Cursor, GitHub Copilot, and Codex—to design, run, observe, and govern complete business processes as a single artifact, all from their native development environment, such as VS Code or UiPath Studio. It is a fast, code-first build experience directly on an enterprise-grade orchestration engine, so the version prototyped is the version that ships into production, without rebuilding or re-platforming.

Maestro Flow enables teams to build at prototype speed and run with production durability. Teams keep the code-first workflow they already use, while enterprises gain the execution, observability, and governance needed for production. Coordinating AI agents, robots, APIs, documents, and people within one flow, Maestro Flow runs on the same Maestro orchestration engine enterprises already trust.

“Enterprises don't have an agent problem; they have an orchestration problem,” said Raghu Malpani, Chief Product and Technology Officer, UiPath. “With coding agents, it’s never been easier to build an agent. But running a real business process, spanning agents, robots, systems, and people—and being able to prove what happened at every step—needs an orchestration layer that ties these together in a real business environment. Maestro Flow is that missing layer, and it runs on the durable, governed orchestration foundation in the UiPath Platform that our customers already trust.”

Developers can get started today with UiPath Maestro Flow by clicking the “Try Now” button at www.uipath.com/product/maestro/flow. For those developers interested in trying out UiPath Maestro, UiPath is offering UiPath Maestro Lite, a lightweight option for processes that do not require extensive management, matching operational depth with the cost and criticality of the work.

About UiPath

UiPath (NYSE: PATH) is a leader in business orchestration and automation, trusted by organizations worldwide to transform enterprise complexity into intelligent, secure operations where AI agents reason, robots act, and people lead. Built for the modern enterprise and the world's most regulated industries, UiPath integrates automation, orchestration, AI, and testing into governed, scalable workflows—unlocking innovation at the speed of business while delivering the controls and compliance enterprise leaders demand. Visit www.uipath.com for more information.

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Key Takeaways Cenovus' upstream production increased 27% to 970.4 thousand Boe/d in Q2 2026.Downstream operating margin rebounded to C$953 million as U.S. Refining posted strong gains.Rising 2026 earnings estimates support the rally, but valuation near its five-year sales peak raises the bar. Cenovus Energy Inc. (CVE - Free Report) has gained 13.7% in the past month, extending a sharp 2026 advance. The rally now puts more weight on whether operating momentum can keep supporting the shares.

Production growth, a refining rebound and positive earnings estimate revisions strengthen the case. Valuation is less forgiving, however, with the stock trading near the top of its five-year sales-multiple range.

CVE's Oil Sands Growth Adds Fundamental SupportSecond-quarter upstream production reached 970.4 thousand barrels of oil equivalent per day, up 27% year over year. Oil Sands production rose to 786.4 thousand barrels of oil equivalent per day from 579.8 thousand a year earlier, helped by additional MEG volumes, Christina Lake redevelopment, Narrows Lake and Foster Creek gains.

The growth runway remains visible. Cenovus raised the midpoint of its 2026 upstream production guidance to a range of 970 thousand barrels of oil equivalent per day to 1.01 million barrels of oil equivalent per day and continues to target nearly 1.1 million barrels of oil equivalent per day by the end of 2028. Sunrise and West White Rose provide additional project support.

CVE's Refining Rebound Broadens Earnings StrengthDownstream operating margin improved to C$953 million from a C$71 million loss a year earlier. U.S. Refining generated C$771 million of operating margin against a C$178 million loss, while downstream crude utilization reached 95%.

That recovery shows the value of Cenovus' integrated model when refining conditions are favorable. Suncor Energy Inc. (SU - Free Report) , another large Canadian integrated producer, reported second-quarter 2026 refinery throughput of 470.6 thousand barrels per day and 92% utilization. Imperial Oil Limited (IMO - Free Report) also spans upstream and downstream operations, though planned turnaround activity held its second-quarter refinery utilization to 76%.

CVE's Estimate Revisions Add Another Positive SignalThe Zacks Consensus Estimate for 2026 earnings has increased 6% over the past four weeks and 6.3% over the past 12 weeks. Rising estimates are supportive because earnings revisions are central to Zacks' short-term rating methodology.

The earnings path is not uniformly higher. The consensus estimate calls for earnings of $3.20 per share in 2026 and $2.76 in 2027, indicating moderation after this year's expected increase. That makes continued operating execution important if the stock is to extend its recent run.

Image Source: Zacks Investment Research

Cenovus Valuation Leaves Less Room for ErrorCenovus trades at 1.6X forward 12-month sales, matching the high end of its five-year range and standing well above the five-year median of 0.8X. The multiple is below the Zacks sub-industry's 1.8X but above the broader energy sector's 1.4X.

Image Source: Zacks Investment Research

That valuation does not eliminate upside, but it raises the bar. Commodity-price sensitivity, heavy-oil differentials and downstream margin volatility remain relevant, while net debt of C$5.4 billion at June 30 was still above the company's C$4.0 billion long-term target.

CVE's Ratings Favor Quality Over a ChaseCenovus has several operating supports behind the rally, but the stock's fuller valuation and expected 2027 earnings moderation argue against treating recent momentum as a one-way signal. The setup looks balanced rather than decisively bullish.

CVE currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.

It also has a Value Score of A, Growth Score of A, Momentum Score of B and VGM Score of A. Those Style Scores point to favorable value, growth and momentum characteristics, but they are designed to complement the Zacks Rank rather than override it. For now, the combination favors a measured stance while investors watch whether execution keeps pace with the higher valuation.

Uniswap has racked up $638.5 million in stock token trading volume on Robinhood Chain over the past 90 days, effectively becoming the backbone of tokenized equity trading on the newly launched network. The decentralized exchange controls roughly 99% of all Stock Tokens liquidity on the chain.

Robinhood Chain, which went live on July 1, 2026, was built using Arbitrum technology and designed to bring traditional equities like NVIDIA, Apple, and GameStop into the world of decentralized finance.

From zero to $638.5 million in three months The chain’s growth trajectory has been steep. By late July 2026, stock token volume had already hit $250 million, meaning the platform roughly doubled its throughput in the weeks that followed. Individual tokens frequently surpass $500,000 in daily volume, with some recording millions on particularly active days.

Uniswap v4 has emerged as the dominant protocol version on the chain, accounting for approximately 73% of the Stock Tokens liquidity. The remaining share is split across other Uniswap versions.

Total value locked on Robinhood Chain is approaching the $1 billion mark. Uniswap’s total volume on the chain has already crossed multi-billion-dollar figures when factoring in all trading pairs, not just stock tokens. The $638.5 million figure represents specifically the tokenized equity segment.

Why tokenized stocks on a DEX matters Traditional US stock markets operate roughly 6.5 hours per day, five days a week. Tokenized versions eliminate that constraint entirely, enabling 24/7 trading globally.

The chain uses Chainlink for oracle services and cross-chain capabilities, providing the price feeds necessary to keep tokenized assets tethered to their real-world counterparts.

Beyond simple trading, Robinhood Chain is positioning itself as a platform where stock tokens can participate in broader DeFi activities. Lending protocols could accept tokenized NVIDIA shares as collateral, and yield strategies could be built around stock token liquidity provision.

UNI token burns and protocol economics Protocol fees generated on the chain contribute to UNI token burns, creating a direct economic link between Robinhood Chain’s trading activity and Uniswap’s native token. As volume scales, the burn mechanism could meaningfully reduce UNI’s circulating supply over time.

The 99% liquidity dominance means tighter spreads and more efficient execution for traders on the chain.

Regulatory scrutiny around tokenized securities remains intense, and the SEC’s stance on whether these instruments constitute securities under existing frameworks could reshape the entire model. Robinhood’s history with regulators includes a $70 million FINRA settlement in 2021.

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