CompaniesMay 7 (Reuters) - New Fortress Energy (NFE.O), opens new tab said on Thursday it received a notice from the Nasdaq stock exchange that the liquefied natural gas developer no longer complies with the minimum bid price requirement for continued listing.
The company has been grappling with a severe liquidity crunch, as mounting debt and missed interest payments have overshadowed progress on its new projects and led it to repeatedly delay its quarterly filings.
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Shares of the company closed at 73 cents on Thursday. The stock has traded below the minimum $1 per share requirement since 19 March.
New Fortress said the notice has no immediate effect on its listing, adding that it has 180 days to regain compliance with the requirement.
The firm added it would evaluate all available options to regain compliance, including a reverse split of outstanding shares.
To regain compliance, the company's closing share price must be at least $1.00 per share for a minimum of 10 consecutive trading days prior to October 28, 2026.
If New Fortress fails to meet this requirement, it will be delisted from the stock exchange.
Earlier this year, New Fortress said it would separate its Brazilian operations into a standalone company as part of a broader restructuring deal with creditors aimed at cutting its debt.
Reporting by Vallari Srivastava in Bengaluru; Editing by Tasim Zahid
Our Standards: The Thomson Reuters Trust Principles., opens new tab
NEW YORK & RIO DE JANEIRO--(BUSINESS WIRE)--New Fortress Energy Inc. (NASDAQ: NFE) (“NFE”) today announced that its subsidiary NFE Brazil Financing Limited, a private limited company incorporated under the laws of England and Wales (“NFE Brazil”) has received commitments (the “Commitments”) for the proposed offering (the “Offering”) of $885 million aggregate principal amount of senior secured notes due 2029 (the “Notes”) to be issued by NFE Brazil. The Notes will bear interest at a rate of 12.0.
NEW YORK--(BUSINESS WIRE)--New Fortress Energy Inc. (NASDAQ: NFE) (“NFE” or the “Company”) is pleased to announce that it has achieved the next step in the implementation of a consensual UK Restructuring Plan (“UK RP”). On May 14, 2026, the High Court made an order granting the Plan Companies permission to convene meetings of their creditors for the purpose of reviewing and approving the UK RP (the “Convening Order”). NFE previously announced on March 17, 2026, that it entered into a Restructur.
New Fortress Energy Inc. (NASDAQ: NFE) (“NFE” or the “Company”) is pleased to announce that it has achieved the next step in the implementation of a consensual UK Restructuring Plan (“UK RP”). On May 14, 2026, the High Court made an order granting the Plan Companies permission to convene meetings of their creditors for the purpose of reviewing and approving the UK RP (the “Convening Order”).
NFE previously announced on March 17, 2026, that it entered into a Restructuring Support Agreement (“RSA”) with its creditors as part of the UK RP. On April 20, 2026, NFE announced that its subsidiaries, NFE Global Holdings Limited and NFE Brazil Newco Limited, acting as Plan Companies, executed and published a practice statement letter in connection with the UK RP.
Plan Meetings and Next Steps
In accordance with the Convening Order, the Plan Companies have made the Explanatory Statement available to Plan Creditors on the website maintained by Kroll: https://deals.is.kroll.com/nfe. Further details, including information on how Plan Creditors submit a vote, are set out in the Explanatory Statement.
The deadline for submitting a voting instruction for voting at the Plan Meeting is 10:00 p.m. (London) / 5:00 p.m. (New York) on June 9, 2026. The Plan Meetings will be held on June 15, 2026. The Plan Meetings will be held as hybrid physical and virtual meetings, with the physical meetings being held at the offices of Skadden, Arps, Slate, Meagher & Flom (UK) LLP at 22 Bishopsgate, London EC2N 4BQ, United Kingdom.
The UK RP is subject to the sanction of the court. The Sanction Hearing is scheduled for June 18, 2026. If sanctioned by the court, the UK RP is expected to be implemented by the third quarter of 2026, subject to customary conditions and regulatory approvals.
Creditors should contact the Information Agent at [email protected] with any questions on accessing the Plan Documentation – including to request provision of hard or electronic copies.
NFE Global Holdings Limited
Suite 1, 7th Floor
50 Broadway
London, SW1H 0BL
United Kingdom
NFE Brazil Newco Limited
Suite 1, 7th Floor
50 Broadway
London, SW1H 0DB
United Kingdom
About New Fortress Energy Inc.
New Fortress Energy Inc. (NASDAQ: NFE) is a global energy infrastructure company founded to address energy poverty and accelerate the world’s transition to reliable, affordable, and clean energy. The Company owns and operates natural gas and liquefied natural gas (LNG) infrastructure and an integrated fleet of ships and logistics assets to rapidly deliver turnkey energy solutions to global markets. Collectively, the Company’s assets and operations reinforce global energy security, enable economic growth, enhance environmental stewardship and transform local industries and communities around the world.
No Offer or Solicitation
The information set forth in this press release is not an offer to sell or exchange, or solicitation of an offer to subscribe for or buy or an invitation to purchase or subscribe for, any securities, or the solicitation of a proxy, consent, or authorization in any jurisdiction or any vote or approval in any jurisdiction in connection with the transaction, the stockholder approvals or otherwise, nor shall there be any sale, issuance or transfer of securities in any jurisdiction in contravention of applicable law. In particular, this communication is not an offer of securities for sale into the United States. No offer of securities shall be made in the United States absent registration under the Securities Act of 1933, as amended (the “Securities Act”), or pursuant to an exemption from, or in a transaction not subject to, such registration requirements.
Additional Information and Where to Find It
This communication may be deemed to be solicitation material in respect of the transaction and the stockholder approvals. In connection with the transaction and the stockholder approvals, the Company has filed a preliminary proxy statement on Schedule 14A with the U.S. Securities and Exchange Commission (the “SEC”) and intends to file a definitive proxy statement on Schedule 14A with the SEC (as amended or supplemented from time to time, the “proxy statement”). BEFORE MAKING ANY VOTING DECISION, THE COMPANY’S STOCKHOLDERS ARE URGED TO READ THE PROXY STATEMENT AND OTHER RELEVANT DOCUMENTS FILED OR TO BE FILED WITH THE SEC IN CONNECTION WITH THE TRANSACTION AND THE STOCKHOLDER APPROVALS OR INCORPORATED BY REFERENCE IN THE PROXY STATEMENT (IF ANY) CAREFULLY AND IN THEIR ENTIRETY WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT THE TRANSACTION AND THE STOCKHOLDER APPROVALS AND THE PARTIES TO THE TRANSACTION. Copies of the proxy statement and other relevant materials and any other documents filed by the Company with the SEC may be obtained free of charge at the SEC’s website, at www.sec.gov. In addition, stockholders and investors may obtain free copies of the proxy statement and other relevant materials by directing a request to: New Fortress Energy Inc., 111 W. 19th Street, 8th Floor, New York, New York 10011, Attention: Investor Relations.
Participants in Proxy Solicitation
The Company and certain of its directors and executive officers and other members of management and employees may be deemed to be participants in the solicitation of proxies from the Company’s stockholders in respect of the transaction and the stockholder approvals. Information about the directors and executive officers of the Company, including a description of their direct or indirect interests, by security holdings or otherwise, is set forth in the Company’s Annual Report on Form 10-K/A for the fiscal year ended December 31, 2025, filed with the SEC on April 30, 2026. To the extent holdings of NFE common stock by the directors and executive officers of NFE have changed from the amounts disclosed in such filing, such changes have been or will be reflected on Initial Statements of Beneficial Ownership of Securities on Form 3, Statements of Changes in Beneficial Ownership on Form 4 or Annual Statements of Changes in Beneficial Ownership of Securities on Form 5, in each case filed with the SEC. Other information regarding the persons who may be deemed participants in the proxy solicitations in connection with the transaction, and a description of any interests that they have in the transaction, by security holdings or otherwise will be contained in the proxy statement to be filed with the SEC regarding the transaction and the stockholder approvals when they become available. Stockholders, potential investors, and other interested persons should read the proxy statement carefully before making any voting or investment decisions. You may obtain free copies of these documents from the sources indicated above.
This press release includes “forward-looking statements,” within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act of 1934, as amended, including, in particular, any statements about our plans, strategies, objectives, initiatives, roadmap and prospects. We generally use the words “may,” “will,” “could,” “expect,” “anticipate,” “believe,” “estimate,” “plan,” “intend,” “aim” and similar expressions in this press release to identify forward-looking statements. We have based these forward-looking statements on our current views with respect to future events and financial performance. Actual results could differ materially from those projected in the forward-looking statements. These forward-looking statements, include, but are not limited to, statements related to the transaction described above, including the Company’s ability to complete the transaction on the terms contemplated by the RSA, on the timeline contemplated or at all, and the Company’s ability to realize the intended benefits of the transaction. The Company’s actual results may differ materially from those anticipated in these forward-looking statements as a result of certain risks and other factors. Additional risks that could cause future results to differ from those expressed by any forward-looking statement are described in the Company’s reports filed with the SEC, including in the section entitled “Risk Factors” in Part I, Item 1A of the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025 and the section entitled “Risk Factors” in Part II, Item 1A of the Company’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2026. You should not put undue reliance on any forward-looking statements. You should understand that many important factors, including those identified herein, could cause our results to differ materially from those expressed or suggested in any forward-looking statement. Except as required by law, we do not undertake any obligation to update or revise these forward-looking statements to reflect new information or events or circumstances that occur after the date of the filing of this press release or to reflect the occurrence of unanticipated events or otherwise.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260518776468/en/
RICHMOND, Va.--(BUSINESS WIRE)--Genworth Financial, Inc. (NYSE: GNW) today announced it will issue its earnings release containing first quarter results after the market closes on May 5, 2026. A conference call will be held on May 6, 2026, at 9:00 a.m. (ET) to discuss the quarter's results. Genworth's earnings release, summary presentation and financial supplement will be available through the company's website, http://investor.genworth.com, at the time of their release to the public. Genworth'.
RICHMOND, Va.--(BUSINESS WIRE)--Genworth Financial, Inc. (NYSE: GNW) today reported results for the quarter ended March 31, 2026. “Genworth is off to a solid start in 2026, with first quarter results demonstrating disciplined execution across our businesses,” said Tom McInerney, President & CEO. “Enact's strong cash generation supported capital returns to shareholders, while we continued to build the CareScout platform and enhanced the self-sustainability of the Closed Block. We remain well.
Church & Dwight (NYSE:CHD) Director Robert Shearer Sells 8,600 SharesMarketBeat
Church & Dwight Co., Inc. (NYSE:CHD - Get Free Report) Director Robert Shearer sold 8,600 shares of the business's stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $97.97, for a total transaction of $842,542.00. Following the completion of the sale, the director directly owned 30,678 shares in the company, valued at $3,005,523.66. This trade represents a 21.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.
RICHMOND, Va.--(BUSINESS WIRE)--Genworth Financial, Inc. (NYSE: GNW) announced the election of all ten director nominees at its 2026 annual meeting of stockholders today. The board members re-elected were G. Kent Conrad, Karen E. Dyson, Jill R. Goodman, Melina E. Higgins, Thomas J. McInerney, Howard D. Mills, III, Robert P. Restrepo Jr., Elaine A. Sarsynski, Ramsey D. Smith, and Steven C. Van Wyk. At the annual meeting, stockholders also approved the advisory vote on named executive officer com.
Genworth Financial is maintained as a Buy, but with increased caution due to persistent challenges outside its Enact Holdings stake. GNW's valuation remains heavily discounted relative to its $4.7B ACT stake, while legacy long-term care and closed-block businesses continue to drag earnings. Shareholder value is driven by aggressive buybacks, with FY 2026 repurchases guided to $195–$225M and a potential $750M legal windfall pending appeal.
Algert Global LLC lifted its stake in Jackson Financial Inc. (NYSE: JXN) by 21.8% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 241,504 shares of the company's stock after buying an additional 43,239 shares during the period. Jackson Financial
The State Street SPDR S&P 600 Small Cap Value ETF (SLYV +1.81%) and the iShares Russell 2000 Value ETF (IWN +2.32%) both target U.S. small-cap value stocks, but IWN charges a higher fee, holds many more companies, and has outperformed on recent total return.
Both SLYV and IWN aim to capture the value segment of the U.S. small-cap market, but they differ in index construction and depth of coverage. This comparison examines their costs, risks, recent performance, sector tilts, and portfolio makeup to help investors decide which approach may better fit their goals.
Snapshot (cost & size)MetricSLYVIWNIssuerSPDRISharesExpense ratio0.15%0.24%1-yr return (as of 2026-03-11)19.4%25.9%Dividend yield1.9%1.6%Beta1.021.03AUM$4.1 billion$12.5 billionBeta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months.
SLYV looks more affordable in terms of fees, charging 0.15% compared to IWN’s 0.24%, while SLYV also offers a slightly higher dividend yield. The difference in expenses may add up over time for cost-conscious investors.
Performance & Risk ComparisonMetricSLYVIWNMax drawdown (5 y)-28.68%-26.71%Growth of $1,000 over 5 years$1,074$1,124What's InsideIWN tracks a broad small-cap value universe, holding 1,402 stocks and spanning 25.6 years of history. Its largest sector weights are financial services at 24%, followed by industrials and real estate, t 11%. Each Top holding, such as Echostar Corp Class A(SATS 8.20%), Hecla Mining(HL +6.69%), and Ttm Technologies Inc, accounts for less than 1.1% of assets, reflecting wide diversification. No notable structural quirks are present.
SLYV, by contrast, holds 460 companies focused on financial services, consumer cyclicals, and industrials, with more concentrated top positions like Eastman Chemical Co(EMN +2.77%), Lkq Corp(LKQ +2.00%), and Jackson Financial Inc A(JXN +2.33%), all at roughly one percent. This narrower approach may create subtle differences in sector risk and performance patterns.
For more guidance on ETF investing, check out the full guide at this link.
What this means for investorsBoth State Street SPDR S&P 600 Small Cap Value ETF (SLYV) and iShares Russell 2000 Value ETF (IWN) offer exposure to U.S. small-cap stocks. Yet, there are differences between these two ETFs.
IWN holds nearly three times as many stock positions (1,402 vs. 460) as SLYV, offering greater diversification. In addition, IWN has posted a higher return over the last year (25.9% vs. 19.4%). Finally, IWN offers greater liquidity with $12.5 billion in AUM versus $4.1 billion for SLYV.
Yet, SLYV tops IWN on some other key ETF metrics. SLYV, for example, has a lower expense ratio (0.15% vs. 0.24%). It also boasts a higher dividend yield of 1.9% compared to IWN’s 1.6%.
In summary, IWN’s diversification, higher recent returns, and larger assets under management may appeal to investors seeking scale.
On the other hand, SLYV’s lower expense ratio and slightly higher yield could attract those focused on cost efficiency.
SG Americas Securities LLC raised its stake in Jackson Financial Inc. (NYSE:JXN – Free Report) by 61.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 18,896 shares of the company’s stock after buying an additional 7,175 shares during the quarter. SG Americas Securities LLC’s holdings in Jackson Financial were worth $2,015,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Amundi grew its holdings in shares of Jackson Financial by 1,446.4% during the 3rd quarter. Amundi now owns 193,825 shares of the company’s stock valued at $19,696,000 after acquiring an additional 181,291 shares in the last quarter. Focus Partners Wealth acquired a new stake in Jackson Financial during the third quarter valued at $15,812,000. Kennedy Capital Management LLC acquired a new stake in Jackson Financial during the third quarter valued at $15,806,000. Invesco Ltd. grew its stake in Jackson Financial by 21.3% in the second quarter. Invesco Ltd. now owns 719,575 shares of the company’s stock valued at $63,891,000 after purchasing an additional 126,264 shares in the last quarter. Finally, Two Sigma Investments LP grew its stake in Jackson Financial by 97.7% in the third quarter. Two Sigma Investments LP now owns 232,624 shares of the company’s stock valued at $23,549,000 after purchasing an additional 114,954 shares in the last quarter. Hedge funds and other institutional investors own 89.96% of the company’s stock.
Jackson Financial Stock Performance JXN opened at $103.97 on Monday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.27 and a current ratio of 0.27. The company has a market cap of $7.35 billion, a PE ratio of -297.04 and a beta of 1.45. The stock has a 50-day moving average of $110.89 and a 200-day moving average of $105.31. Jackson Financial Inc. has a 52-week low of $64.70 and a 52-week high of $123.61.
Jackson Financial (NYSE:JXN – Get Free Report) last issued its quarterly earnings data on Wednesday, February 18th. The company reported $6.61 earnings per share for the quarter, beating analysts’ consensus estimates of $5.90 by $0.71. The company had revenue of $1.94 billion during the quarter, compared to the consensus estimate of $1.92 billion. During the same period in the previous year, the business posted $4.65 earnings per share. The firm’s revenue was down 2.8% on a year-over-year basis. As a group, equities research analysts forecast that Jackson Financial Inc. will post 20.55 earnings per share for the current fiscal year.
Jackson Financial Increases Dividend The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Monday, March 16th were given a $0.90 dividend. This is a positive change from Jackson Financial’s previous quarterly dividend of $0.80. This represents a $3.60 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date of this dividend was Monday, March 16th. Jackson Financial’s payout ratio is -1,028.57%.
Analysts Set New Price Targets A number of equities research analysts have recently weighed in on JXN shares. Evercore set a $118.00 price target on Jackson Financial and gave the stock an “in-line” rating in a research note on Tuesday, January 6th. Weiss Ratings reissued a “hold (c+)” rating on shares of Jackson Financial in a research note on Monday, December 29th. Keefe, Bruyette & Woods restated a “hold” rating and issued a $123.00 price objective on shares of Jackson Financial in a report on Thursday, March 26th. Wall Street Zen upgraded shares of Jackson Financial from a “hold” rating to a “buy” rating in a research note on Saturday, February 28th. Finally, Barclays reissued an “overweight” rating and issued a $137.00 target price on shares of Jackson Financial in a research report on Thursday, January 8th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $115.60.
Read Our Latest Analysis on JXN
Jackson Financial Company Profile (Free Report)
Jackson Financial Inc is a U.S.-based financial services holding company headquartered in Lansing, Michigan. The company operates primarily through its principal subsidiary, Jackson National Life Insurance Company, and specializes in designing and distributing retirement products. Jackson Financial has been publicly traded on the New York Stock Exchange under the ticker JXN since its initial public offering in May 2022.
The company’s core offerings include a broad range of fixed, variable and indexed annuity products aimed at helping individuals preserve and grow retirement assets.
Featured Articles Five stocks we like better than Jackson Financial Want to see what other hedge funds are holding JXN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Jackson Financial Inc. (NYSE:JXN – Free Report).
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Shares of Jackson Financial Inc. (NYSE:JXN – Get Free Report) have been given an average recommendation of “Hold” by the seven ratings firms that are presently covering the stock, Marketbeat.com reports. Five analysts have rated the stock with a hold rating, one has issued a buy rating and one has given a strong buy rating to the company. The average twelve-month price objective among brokerages that have issued a report on the stock in the last year is $115.60.
A number of brokerages have recently commented on JXN. Weiss Ratings reissued a “hold (c+)” rating on shares of Jackson Financial in a research report on Monday, December 29th. Morgan Stanley set a $105.00 price objective on Jackson Financial in a research report on Monday, December 15th. Keefe, Bruyette & Woods reissued a “hold” rating and set a $123.00 price objective on shares of Jackson Financial in a research report on Thursday, March 26th. Wall Street Zen raised Jackson Financial from a “hold” rating to a “buy” rating in a research report on Saturday, February 28th. Finally, Evercore set a $118.00 price objective on Jackson Financial and gave the stock an “in-line” rating in a research report on Tuesday, January 6th.
Check Out Our Latest Report on Jackson Financial
Hedge Funds Weigh In On Jackson Financial Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Allworth Financial LP lifted its stake in Jackson Financial by 404.0% in the third quarter. Allworth Financial LP now owns 252 shares of the company’s stock valued at $26,000 after buying an additional 202 shares during the last quarter. Cullen Frost Bankers Inc. purchased a new stake in Jackson Financial in the third quarter valued at approximately $28,000. Twin Peaks Wealth Advisors LLC purchased a new stake in Jackson Financial in the second quarter valued at approximately $30,000. Optiver Holding B.V. lifted its stake in Jackson Financial by 469.2% in the third quarter. Optiver Holding B.V. now owns 296 shares of the company’s stock valued at $30,000 after buying an additional 244 shares during the last quarter. Finally, Bayforest Capital Ltd lifted its stake in Jackson Financial by 541.2% in the third quarter. Bayforest Capital Ltd now owns 327 shares of the company’s stock valued at $33,000 after buying an additional 276 shares during the last quarter. 89.96% of the stock is owned by institutional investors and hedge funds.
Jackson Financial Stock Up 2.1% NYSE JXN opened at $105.89 on Friday. Jackson Financial has a 52 week low of $64.70 and a 52 week high of $123.61. The company has a quick ratio of 0.27, a current ratio of 0.27 and a debt-to-equity ratio of 0.47. The business’s fifty day simple moving average is $110.72 and its 200-day simple moving average is $105.36. The firm has a market cap of $7.48 billion, a PE ratio of -302.53 and a beta of 1.45.
Jackson Financial (NYSE:JXN – Get Free Report) last issued its quarterly earnings data on Wednesday, February 18th. The company reported $6.61 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.90 by $0.71. The business had revenue of $1.94 billion for the quarter, compared to analyst estimates of $1.92 billion. The firm’s revenue for the quarter was down 2.8% compared to the same quarter last year. During the same period in the previous year, the business posted $4.65 earnings per share. As a group, equities analysts anticipate that Jackson Financial will post 20.55 earnings per share for the current year.
Jackson Financial Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were issued a $0.90 dividend. This represents a $3.60 dividend on an annualized basis and a yield of 3.4%. This is a positive change from Jackson Financial’s previous quarterly dividend of $0.80. The ex-dividend date of this dividend was Monday, March 16th. Jackson Financial’s dividend payout ratio is currently -1,028.57%.
Jackson Financial Company Profile (Get Free Report)
Jackson Financial Inc is a U.S.-based financial services holding company headquartered in Lansing, Michigan. The company operates primarily through its principal subsidiary, Jackson National Life Insurance Company, and specializes in designing and distributing retirement products. Jackson Financial has been publicly traded on the New York Stock Exchange under the ticker JXN since its initial public offering in May 2022.
The company’s core offerings include a broad range of fixed, variable and indexed annuity products aimed at helping individuals preserve and grow retirement assets.
See Also Five stocks we like better than Jackson Financial
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LANSING, Mich. & CHICAGO--(BUSINESS WIRE)--Jackson Financial Inc.i (NYSE: JXN) (Jackson®) and PPM America, Inc. (PPM), an indirect, wholly-owned subsidiary of Jackson, announced today that Chris Raub has been appointed President and Chief Executive Officer of PPM. In this role, Raub will provide oversight for PPM's executive leadership team with a continued focus on delivering world-class investment performance and service to all clients, including management of Jackson's general account assets.
Accordant Advisory Group Inc acquired a new position in shares of Jackson Financial Inc. (NYSE:JXN – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 15,731 shares of the company’s stock, valued at approximately $1,678,000. Jackson Financial comprises about 1.2% of Accordant Advisory Group Inc’s investment portfolio, making the stock its 20th largest holding.
Several other large investors have also made changes to their positions in the business. Wetzel Investment Advisors Inc. lifted its position in shares of Jackson Financial by 4.5% during the 4th quarter. Wetzel Investment Advisors Inc. now owns 2,300 shares of the company’s stock worth $245,000 after purchasing an additional 100 shares during the last quarter. Sound Income Strategies LLC lifted its position in shares of Jackson Financial by 25.5% during the 4th quarter. Sound Income Strategies LLC now owns 483 shares of the company’s stock worth $55,000 after purchasing an additional 98 shares during the last quarter. Rathbones Group PLC lifted its position in shares of Jackson Financial by 1.5% during the 4th quarter. Rathbones Group PLC now owns 27,453 shares of the company’s stock worth $2,928,000 after purchasing an additional 396 shares during the last quarter. Saxony Capital Management LLC acquired a new position in shares of Jackson Financial during the 4th quarter worth about $206,000. Finally, Allspring Global Investments Holdings LLC lifted its position in shares of Jackson Financial by 1.3% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 124,084 shares of the company’s stock worth $13,334,000 after purchasing an additional 1,600 shares during the last quarter. Institutional investors and hedge funds own 89.96% of the company’s stock.
Analyst Ratings Changes Several equities analysts have commented on the company. Barclays cut their price target on Jackson Financial from $138.00 to $136.00 and set an “overweight” rating for the company in a report on Wednesday. Morgan Stanley set a $105.00 price target on shares of Jackson Financial in a report on Monday, December 15th. Weiss Ratings reissued a “hold (c+)” rating on shares of Jackson Financial in a report on Monday, December 29th. Wall Street Zen raised shares of Jackson Financial from a “hold” rating to a “buy” rating in a report on Saturday, February 28th. Finally, Evercore set a $118.00 price target on shares of Jackson Financial and gave the company an “in-line” rating in a report on Tuesday, January 6th. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Jackson Financial has an average rating of “Hold” and a consensus price target of $115.40.
Check Out Our Latest Stock Analysis on JXN
Jackson Financial Trading Down 4.1% Shares of JXN opened at $103.31 on Friday. The stock has a 50 day simple moving average of $110.02 and a 200-day simple moving average of $105.38. Jackson Financial Inc. has a 1 year low of $68.74 and a 1 year high of $123.61. The stock has a market cap of $7.30 billion, a PE ratio of -295.17 and a beta of 1.45. The company has a current ratio of 0.27, a quick ratio of 0.27 and a debt-to-equity ratio of 0.47.
Jackson Financial (NYSE:JXN – Get Free Report) last released its quarterly earnings results on Wednesday, February 18th. The company reported $6.61 earnings per share for the quarter, beating analysts’ consensus estimates of $5.90 by $0.71. The business had revenue of $1.94 billion for the quarter, compared to analyst estimates of $1.92 billion. During the same period in the prior year, the business earned $4.65 earnings per share. The company’s revenue for the quarter was down 2.8% on a year-over-year basis. On average, sell-side analysts predict that Jackson Financial Inc. will post 20.55 EPS for the current fiscal year.
Jackson Financial Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were issued a dividend of $0.90 per share. The ex-dividend date of this dividend was Monday, March 16th. This represents a $3.60 dividend on an annualized basis and a yield of 3.5%. This is a positive change from Jackson Financial’s previous quarterly dividend of $0.80. Jackson Financial’s payout ratio is -1,028.57%.
About Jackson Financial (Free Report)
Jackson Financial Inc is a U.S.-based financial services holding company headquartered in Lansing, Michigan. The company operates primarily through its principal subsidiary, Jackson National Life Insurance Company, and specializes in designing and distributing retirement products. Jackson Financial has been publicly traded on the New York Stock Exchange under the ticker JXN since its initial public offering in May 2022.
The company’s core offerings include a broad range of fixed, variable and indexed annuity products aimed at helping individuals preserve and grow retirement assets.
Featured Articles Five stocks we like better than Jackson Financial
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Jackson Financial remains a 'strong buy' after a recent pullback, with over 30% upside potential and robust capital returns. JXN's conservative portfolio limits private credit risk, with less than 2% below investment grade and defensive CLO exposure, positioning it favorably versus peers. The TPG partnership enhances capital efficiency and growth, providing $650 million for reinsurance and methodically increasing private credit exposure at an opportune time.
LANSING, Mich.--(BUSINESS WIRE)--Jackson Financial Inc.1 (NYSE: JXN) (Jackson®) today announced that it will release first quarter 2026 financial results after market close on Tuesday, May 5, 2026. Jackson's press release and supplemental financial materials will be available at investors.jackson.com. Jackson will host a conference call and webcast to discuss the results at 9 a.m. ET on Wednesday, May 6, 2026. The live webcast is open to the public and can be accessed at investors.jackson.com.
LANSING, Mich.--(BUSINESS WIRE)--Jackson Financial Inc.1 (Jackson®) announced its Board of Directors has declared a cash dividend of $0.90 per share of common stock (NYSE: JXN) for the second quarter of 2026. The dividend on the common stock will be payable on June 25, 2026, to shareholders of record at the close of business on June 11, 2026. The Company also announced the declaration of a cash dividend of $0.50 per depositary share (NYSE: JXN PR A), each representing a 1/1,000th interest in a.
LANSING, Mich.--(BUSINESS WIRE)--Jackson Financial Inc. (NYSE: JXN) (Jackson®) today announced its financial results for the first quarter ended March 31, 2026. First Quarter 2026 Key Highlights Retail annuity sales1 of $5.3 billion in the first quarter of 2026, up 31% from the first quarter of 2025, reflecting continued strong demand across our product suite Variable annuity sales1 of $2.5 billion were down 6% from the first quarter of 2025, primarily reflecting lower sales of products with li.
Church & Dwight (NYSE:CHD) Director Robert Shearer Sells 8,600 SharesMarketBeat
Church & Dwight Co., Inc. (NYSE:CHD - Get Free Report) Director Robert Shearer sold 8,600 shares of the business's stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $97.97, for a total transaction of $842,542.00. Following the completion of the sale, the director directly owned 30,678 shares in the company, valued at $3,005,523.66. This trade represents a 21.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.
Jackson Financial is a cheap, capital-generative annuity business with conservative management and strong shareholder returns. Its sticky asset base allows the company to earn recurring fees, spreads, and guarantee income over long periods. GAAP earnings are not representative, but statutory capital generation and adjusted earnings show the underlying strength of the business.
LANSING, Mich.--(BUSINESS WIRE)--Jackson National Life Insurance Company® (Jackson®), the main operating subsidiary of Jackson Financial Inc.1 (NYSE: JXN), today launched Jackson Market Link Pro® 4 (JMLP4) and Jackson Market Link Pro Advisory® 4 (JMLPA4), further strengthening Jackson's suite of registered index-linked annuities (RILAs). JMLP4 (commission-based) and JMLPA4 (fee-based) provide clients the potential to grow assets before and during retirement while offering different degrees of p.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.93% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Computer and Technology stock. ST has a Momentum Style Score of A, and shares are up 22.6% over the past four weeks.
Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.05 to $3.65 per share. ST also boasts an average earnings surprise of +4.7%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ST should be on investors' short list.
Wall Street expects a year-over-year increase in earnings on higher revenues when Sensata (ST - Free Report) reports results for the quarter ended March 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 28. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis maker of sensing, electrical protection, control and power management products is expected to post quarterly earnings of $0.84 per share in its upcoming report, which represents a year-over-year change of +7.7%.
Revenues are expected to be $928 million, up 1.8% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Sensata?For Sensata, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.60%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Sensata will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Sensata would post earnings of $0.86 per share when it actually produced earnings of $0.88, delivering a surprise of +2.33%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Sensata appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.93% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. ST has a Growth Style Score of B, forecasting year-over-year earnings growth of 6.7% for the current fiscal year.
For fiscal 2026, one analyst revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.02 to $3.65 per share. ST boasts an average earnings surprise of +4.7%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ST should be on investors' short list.
Sensata (ST - Free Report) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.78 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.99%. A quarter ago, it was expected that this maker of sensing, electrical protection, control and power management products would post earnings of $0.86 per share when it actually produced earnings of $0.88, delivering a surprise of +2.33%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Sensata, which belongs to the Zacks Instruments - Control industry, posted revenues of $934.8 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.73%. This compares to year-ago revenues of $911.26 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Sensata shares have added about 26.9% since the beginning of the year versus the S&P 500's gain of 4.8%.
What's Next for Sensata?While Sensata has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Sensata was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.92 on $969 million in revenues for the coming quarter and $3.65 on $3.81 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Instruments - Control is currently in the bottom 12% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Transcat, Inc. (TRNS - Free Report) , is yet to report results for the quarter ended March 2026.
This company is expected to post quarterly earnings of $0.51 per share in its upcoming report, which represents a year-over-year change of -20.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Transcat, Inc.'s revenues are expected to be $90.83 million, up 17.8% from the year-ago quarter.
Sensata (ST - Free Report) reported $934.8 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 2.6%. EPS of $0.86 for the same period compares to $0.78 a year ago.
The reported revenue represents a surprise of +0.73% over the Zacks Consensus Estimate of $928 million. With the consensus EPS estimate being $0.84, the EPS surprise was +2.99%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Sensata performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net revenue- Automotive: $524.8 million versus $528.9 million estimated by two analysts on average.Net revenue- Aerospace, Defense, and Commercial Equipment: $225.8 million versus the two-analyst average estimate of $203.79 million.Net revenue- Industrials: $184.2 million versus the two-analyst average estimate of $194.76 million.Operating income- Automotive: $123.2 million versus $120.99 million estimated by two analysts on average.Operating income- Aerospace, Defense, and Commercial Equipment: $63.5 million versus $54.61 million estimated by two analysts on average.Operating income- Industrials: $50 million compared to the $55.21 million average estimate based on two analysts.View all Key Company Metrics for Sensata here>>>
Shares of Sensata have returned +26.5% over the past month versus the Zacks S&P 500 composite's +12.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Key Takeaways ST reported Q1 EPS of 86 cents and revenue of $934.8M, both beating the consensus estimate.Sensata's Aerospace, Defense and Commercial Equipment segment rose 14.8%, driving top-line growth.ST expects Q2 revenue of $950M-$980M and EPS of 89-95 cents, indicating continued growth. Sensata Technologies Holding plc (ST - Free Report) reported first-quarter 2026 adjusted earnings per share (EPS) of 86 cents, up from 78 cents a year ago. The bottom line beat the Zacks Consensus Estimate by 2.4%.
Revenues for the quarter reached $934.8 million, up 2.6% from a year ago. The figure came near to the upper end of management’s expectations ($917-$937 million) and beat the consensus estimate by 0.7%. Strength Aerospace, Defense and Commercial Equipment segments drove the top-line performance.
Following the announcement, shares of ST lost around 3% in the after-market trading session yesterday. In the past year, shares have gained 97% compared with the Instruments-Control industry’s growth of 12.7%.
Image Source: Zacks Investment Research
Management stated that the company’s first-quarter performance met or surpassed expectations across all key metrics, reinforcing the strong momentum it is building. Management also highlighted that disciplined execution across the organization, along with an effective productivity engine, is driving results. Additionally, the company’s strategic initiatives are gaining pace, while its growth opportunities remain solid and promising.
Segmental Results of SensataSensata has realigned its structure into three operating segments — Automotive, Industrials, and Aerospace, Defense and Commercial Equipment, which are now reflected as its new reporting segments.
Automotive revenues (56.1% of total revenues) decreased 0.8% (up 0.7% on an organic basis) year over year to $524.8 million. The Automotive segment outperformed overall market production by roughly 4%.
Segmental adjusted operating income was $123.2 million compared with $120.3 million in the prior-year quarter.
Industrials revenues (19.7% of total revenues) were $184.2 million, down 0.8% (up 0.7% on an organic basis) year over year. The Industrials segment delivered organic growth despite softness in its end markets.
Segmental adjusted operating income was $50 million compared with $48.5 million in the prior-year quarter.
Aerospace, Defense and Commercial Equipment revenues (24.2% of total revenues) were $225.8 million, up 14.8% (up 16.7% on an organic basis) year over year. The Aerospace, Defense and Commercial Equipment segment showed broad-based year-over-year strength, with both Aerospace & Defense and Commercial Equipment delivering double-digit growth.
Segmental adjusted operating income was $63.5 million compared with $50.1 million in the prior-year quarter.
Other Details of Sensata's Q1Adjusted operating income was $174 million, up 4.5% year over year from $166.5 million. Adjusted operating margin expanded 30 basis points to 18.6%.
Adjusted EBITDA totaled $206.5 million in the quarter, up from $200.2 million in the previous-year quarter.
Total operating expenses were $793.2 million, up 0.5% year over year.
ST’s Cash Flow & LiquidityIn the quarter under discussion, Sensata generated $122.5 million of net cash from operating activities compared with $119.2 million in the prior-year quarter.
Free cash flow was $104.6 million compared with $86.6 million a year ago.
As of March 31, 2026, the company had $635.1 million in cash and cash equivalents and $2,829.4 million of net long-term debt compared with $573 million and $2,828.6 million, respectively, as of Dec. 31, 2025.
In the first quarter of 2026, Sensata returned approximately $42.6 million to shareholders, including $17.5 million in quarterly dividends and $25.1 million through share repurchases.
Sensata’s Q2 OutlookFor the second quarter of 2026, Sensata expects revenue in the range of $950 million to $980 million, representing year-over-year growth of 1% to 4% compared with $943 million in the prior-year quarter. At the midpoint of this guidance, revenue includes approximately $8 million related to expected tariff recovery from customers.
Adjusted operating income is projected between $182 million and $190 million, reflecting an increase of 2% to 6% from $179 million a year ago. Adjusted operating margin is anticipated to improve to 19.2–19.4% from 19% in the second quarter of 2025, indicating an expansion of 20 to 40 basis points.
Adjusted net income is expected to be in the range of $131 million to $139 million, marking a 3% to 9% increase from $127 million in the prior-year period.
Adjusted earnings per share are forecast between 89 and 95 cents, suggesting growth of 2% to 9% compared with 87 cents reported a year earlier.
ST’s Zacks RankSensata currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Performances of Other FirmsBadger Meter, Inc. (BMI - Free Report) reported EPS of 93 cents for first-quarter 2026, which missed the Zacks Consensus Estimate by 22.5%. The bottom line compared unfavorably with the year-ago quarter’s EPS of $1.30.
Quarterly net sales were $202.3 million, down 9% from $222.2 million in the year-ago quarter due to delayed project deployments and weaker-than-expected short-cycle order activity. The Zacks Consensus Estimate was pegged at $230.1 million.
SAP SE (SAP - Free Report) reported first-quarter 2026 non-IFRS EPS of €1.72 ($2.01), which increased 20% from the year-ago quarter. The Zacks Consensus Estimate was pegged at $1.92.
Driven by momentum in the cloud business, SAP reported total revenues on a non-IFRS basis of €9.56 billion ($11.2 billion), which increased 6% year over year (up 12% at constant currency or cc). The Zacks Consensus Estimate was pegged at $11.3 billion.
BlackBerry Limited (BB - Free Report) reported fourth-quarter fiscal 2026 non-GAAP EPS of 6 cents. The figure beat the company’s estimate of 3-5 cents. In the year-ago quarter, it reported a non-GAAP EPS of 3 cents. The Zacks Consensus Estimate was pegged at 5 cents per share.
BlackBerry reported quarterly revenue of $156 million, surpassing the top end of its guidance ($138-$148 million), driven by stronger-than-expected sales across both its QNX and Secure Communications divisions. Revenue also increased 10% year over year.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.93% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 11.19; value investors should take notice.
For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.07 to $3.72 per share. ST boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, ST should be on investors' short list.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Computer and Technology stock. ST has a Momentum Style Score of A, and shares are up 14.6% over the past four weeks.
Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.07 to $3.72 per share. ST boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ST should be on investors' short list.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. ST has a Growth Style Score of B, forecasting year-over-year earnings growth of 8.8% for the current fiscal year.
Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.07 to $3.72 per share. ST also boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ST should be on investors' short list.
SWINDON, United Kingdom--(BUSINESS WIRE)---- $ST #DayOfService--Sensata Technologies held its U.S. Day of Service on May 7, when nearly 400 employees volunteered with 23 nonprofit partners across the country.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 12.74; value investors should take notice.
Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.08 to $3.73 per share. ST boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, ST should be on investors' short list.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Computer and Technology stock. ST has a Momentum Style Score of B, and shares are up 21.3% over the past four weeks.
Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.08 to $3.73 per share. ST boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ST should be on investors' short list.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions as well as electrical protection components and systems.
ST is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. ST has a Growth Style Score of B, forecasting year-over-year earnings growth of 9.1% for the current fiscal year.
For fiscal 2026, four analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.08 to $3.73 per share. ST boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ST should be on investors' short list.
It has been about a month since the last earnings report for Sensata (ST - Free Report) . Shares have added about 27.7% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Sensata due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.
Sensata Q1 Earnings Beat Estimates
Sensata reported first-quarter 2026 adjusted earnings per share (EPS) of 86 cents, up from 78 cents a year ago. The bottom line beat the Zacks Consensus Estimate by 2.4%.
Revenues for the quarter reached $934.8 million, up 2.6% from a year ago. The figure came near to the upper end of management’s expectations ($917-$937 million) and beat the consensus estimate by 0.7%. Strength Aerospace, Defense and Commercial Equipment segments drove the top-line performance.
Management stated that the company’s first-quarter performance met or surpassed expectations across all key metrics, reinforcing the strong momentum it is building. Management also highlighted that disciplined execution across the organization, along with an effective productivity engine, is driving results. Additionally, the company’s strategic initiatives are gaining pace, while its growth opportunities remain solid and promising.
Segmental Results
Sensata has realigned its structure into three operating segments — Automotive, Industrials, and Aerospace, Defense and Commercial Equipment, which are now reflected as its new reporting segments.
Automotive revenues (56.1% of total revenues) decreased 0.8% (up 0.7% on an organic basis) year over year to $524.8 million. The Automotive segment outperformed overall market production by roughly 4%.
Segmental adjusted operating income was $123.2 million compared with $120.3 million in the prior-year quarter.
Industrials revenues (19.7% of total revenues) were $184.2 million, down 0.8% (up 0.7% on an organic basis) year over year. The Industrials segment delivered organic growth despite softness in its end markets.
Segmental adjusted operating income was $50 million compared with $48.5 million in the prior-year quarter.
Aerospace, Defense and Commercial Equipment revenues (24.2% of total revenues) were $225.8 million, up 14.8% (up 16.7% on an organic basis) year over year. The Aerospace, Defense and Commercial Equipment segment showed broad-based year-over-year strength, with both Aerospace & Defense and Commercial Equipment delivering double-digit growth.
Segmental adjusted operating income was $63.5 million compared with $50.1 million in the prior-year quarter.
Other Details
Adjusted operating income was $174 million, up 4.5% year over year from $166.5 million. Adjusted operating margin expanded 30 basis points to 18.6%.
Adjusted EBITDA totaled $206.5 million in the quarter, up from $200.2 million in the previous-year quarter.
Total operating expenses were $793.2 million, up 0.5% year over year.
Cash Flow & Liquidity
In the quarter under discussion, Sensata generated $122.5 million of net cash from operating activities compared with $119.2 million in the prior-year quarter.
Free cash flow was $104.6 million compared with $86.6 million a year ago.
As of March 31, 2026, the company had $635.1 million in cash and cash equivalents and $2,829.4 million of net long-term debt compared with $573 million and $2,828.6 million, respectively, as of Dec. 31, 2025.
In the first quarter of 2026, Sensata returned approximately $42.6 million to shareholders, including $17.5 million in quarterly dividends and $25.1 million through share repurchases.
Q2 Outlook
For the second quarter of 2026, Sensata expects revenue in the range of $950 million to $980 million, representing year-over-year growth of 1% to 4% compared with $943 million in the prior-year quarter. At the midpoint of this guidance, revenue includes approximately $8 million related to expected tariff recovery from customers.
Adjusted operating income is projected between $182 million and $190 million, reflecting an increase of 2% to 6% from $179 million a year ago. Adjusted operating margin is anticipated to improve to 19.2–19.4% from 19% in the second quarter of 2025, indicating an expansion of 20 to 40 basis points.
Adjusted net income is expected to be in the range of $131 million to $139 million, marking a 3% to 9% increase from $127 million in the prior-year period.
Adjusted earnings per share are forecast between 89 and 95 cents, suggesting growth of 2% to 9% compared with 87 cents reported a year earlier.
How Have Estimates Been Moving Since Then?Analysts were quiet during the last two month period as none of them issued any earnings estimate revisions.
VGM ScoresAt this time, Sensata has a nice Growth Score of B, a grade with the same score on the momentum front. Following the exact same course, the stock has a score of B on the value side, putting it in the top 40% for value investors.
Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook Sensata has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerSensata belongs to the Zacks Instruments - Control industry. Another stock from the same industry, Badger Meter (BMI - Free Report) , has gained 6.5% over the past month. More than a month has passed since the company reported results for the quarter ended March 2026.
Badger Meter reported revenues of $202.28 million in the last reported quarter, representing a year-over-year change of -9%. EPS of $0.93 for the same period compares with $1.30 a year ago.
For the current quarter, Badger Meter is expected to post earnings of $1.01 per share, indicating a change of -13.7% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.3% over the last 30 days.
Badger Meter has a Zacks Rank #4 (Sell) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of D.
SWINDON, United Kingdom--(BUSINESS WIRE)--Sensata Technologies Holding plc and Certain Subsidiaries Announce Early Tender Results and Amendment of Cash Tender Offers.
Sensata Technologies Holding plc (NYSE: ST) (“Sensata”) and its indirect, wholly owned subsidiaries Sensata Technologies B.V. (“STBV”) and Sensata Technologies, Inc. (“STI”) (each subsidiary, an “Offeror” and collectively, the “Offerors”) announced today the early tender results of the Offerors’ previously announced tender offers (each, individually with respect to the relevant series of senior notes, a “Tender Offer” with respect to such series, and collectively, the “Tender Offers”) to purchase up to $350,000,000 in total cash consideration payable, excluding the applicable accrued and unpaid interest (the “Maximum Tender Offer Amount”), for certain senior notes issued by the respective Offerors (collectively, the “Notes”).
Sensata and the Offerors also announced that the Offerors have amended the Tender Offers to increase the Maximum Tender Offer Amount from $350,000,000 to $400,000,000 (the “Tender Offer Increase”; the Maximum Tender Offer Amount, as so increased, the “Increased Maximum Tender Offer Amount”).
The terms and conditions of the Tender Offers are set forth in the Offerors’ Offer to Purchase dated May 15, 2026 (as amended by the Tender Offer Increase, the “Offer to Purchase”). Other than the Tender Offer Increase, all of the terms of the previously announced Tender Offers remain unchanged. Capitalized terms used but not defined in this press release have the meanings given to them in the Offer to Purchase.
The aggregate principal amount of the 4.000% Senior Notes due 2029 (Rule 144A CUSIP 81725W AK9 / Reg S CUSIP N78840 AM2) issued by STBV (the “STBV 2029 Notes”) that was validly tendered and not validly withdrawn at or prior to 5:00 p.m., New York City time, on May 29, 2026 (the “Early Tender Deadline”) was $553,580,000. Accordingly, tenders of STBV 2029 Notes, considered alone, exceeded the Increased Maximum Tender Offer Amount for the Tender Offers. STBV expects to accept for purchase STBV 2029 Notes having an aggregate purchase price approximately equal to the Increased Maximum Tender Offer Amount of $400,000,000, which STBV 2029 Notes, at the purchase price of $985 per $1,000 of principal amount, have an aggregate principal amount of approximately $406,091,000.
The amount of STBV 2029 Notes expected to be accepted for purchase was determined in accordance with the terms and conditions of the Offer to Purchase. Under the terms of the Offer to Purchase, the STBV 2029 Notes had Acceptance Level Priority 1 (as defined in the Offer to Purchase).
STBV expects to elect to exercise its right to make payment on June 2, 2026 (the “Early Settlement Date”) for the STBV 2029 Notes that were validly tendered and not validly withdrawn prior to or at the Early Tender Deadline and that are accepted for purchase.
Because the total cash consideration payable, excluding the applicable accrued and unpaid interest, for the STBV 2029 Notes validly tendered and not validly withdrawn at or prior to the Early Tender Deadline exceeds the Increased Maximum Tender Offer Amount, the applicable Offerors do not expect to accept for purchase all Notes that have been validly tendered and not validly withdrawn prior to or at the applicable Early Tender Deadline. Rather, in accordance with the Acceptance Priority Levels described in the Offer to Purchase, (a) STBV expects that the purchase of the STBV 2029 Notes will be prorated in accordance with the terms of the applicable Tender Offer at a rate of approximately 69.1448%, after excluding notes not subject to proration in order to satisfy minimum denomination requirements, (b) STI does not expect to accept for purchase any of the 4.375% Senior Notes due 2030 issued by it, and (c) STBV does not expect to accept for purchase any of the 5.875% Senior Notes due 2030 issued by it. As described in the Offer to Purchase, Notes tendered and not accepted for purchase will be promptly credited to the tendering holder’s account.
The consideration to be paid for the STBV 2029 Notes validly tendered and not validly withdrawn prior to or at the applicable Early Tender Deadline per $1,000 principal amount of such Notes accepted for purchase pursuant to the applicable Tender Offer is the “Total Consideration” for the STBV 2029 Notes, as described in the Offer to Purchase. The Total Consideration includes an early tender premium of $50 per $1,000 principal amount of STBV 2029 Notes accepted for purchase. All holders of STBV 2029 Notes accepted for purchase will also receive, with respect to their STBV 2029 Notes, the applicable accrued and unpaid interest from the last interest payment date with respect to such STBV 2029 Notes to, but not including, the Early Settlement Date, if and when such STBV 2029 Notes are accepted for payment.
The Tender Offers commenced on May 15, 2026 and are scheduled to expire at 5:00 p.m., New York City time, on June 15, 2026, unless extended by the applicable Offeror or earlier terminated with respect to any Tender Offer. However, because the aggregate principal amount of the Notes validly tendered and not validly withdrawn as of the Early Tender Deadline exceeds the Increased Maximum Tender Offer Amount, no tenders of Notes submitted after the Early Tender Deadline are expected to be accepted for purchase in the Tender Offers.
The withdrawal deadline for the Tender Offers was 5:00 p.m., New York City time, on May 29, 2026 and has not been extended. Accordingly, previously tendered Notes may not be withdrawn, subject to applicable law.
The applicable Offeror’s obligation to accept for payment and to pay for any of the Notes validly tendered in the applicable Tender Offer is subject to the satisfaction or waiver of the conditions described in the Offer to Purchase. The applicable Offeror(s) reserve the right, subject to applicable law, to: (i) waive any and all conditions to the applicable Tender Offer; (ii) extend or terminate the applicable Tender Offer; (iii) increase or decrease the Maximum Tender Offer Amount (as increased by the Tender Offer Increase) without extending or reinstating withdrawal rights; or (iv) otherwise amend the applicable Tender Offer in any respect.
The Offerors have retained Goldman Sachs & Co. LLC and Barclays Capital Inc. to act as Dealer Managers (the “Dealer Managers”) in connection with the Tender Offers. Questions and requests for assistance regarding the terms of the Tender Offers should be directed to Goldman Sachs & Co. LLC at (800) 828-3182 or by email at [email protected], or to Barclays Capital Inc. at (800) 438-3242 or by email at [email protected]. Copies of the Offer to Purchase and any amendments or supplements to the foregoing may be obtained from D.F. King & Co., Inc., the tender and information agent for the Tender Offers (the “Tender and Information Agent”), by calling (646) 970-2125 (for banks and brokers only) or (866) 796-3441 (for all others), or via email at [email protected].
None of the Offerors, Sensata, the Dealer Managers, the Tender and Information Agent, the trustees under the indentures governing the Notes, or the guarantors party to the indentures governing the Notes, nor any of their respective affiliates, is making any recommendation as to whether holders should tender or refrain from tendering all or any portion of their Notes in response to the Tender Offers, and no one has been authorized by any of them to make such a recommendation. Holders must make their own decision as to whether to tender their Notes and, if so, the principal amount of Notes to tender. Holders should consult their tax, accounting, financial and legal advisers regarding the tax, accounting, financial and legal consequences of participating or declining to participate in the Tender Offers.
The Tender Offers are only being made pursuant to the Offer to Purchase. This press release is neither an offer to purchase or sell nor a solicitation of an offer to purchase or sell any Notes in the Tender Offers or any other securities of the Offerors. The Tender Offers are not being made to holders of Notes in any jurisdiction or in any circumstances in which the making or acceptance thereof would not be in compliance with the securities, blue sky or other laws of such jurisdiction. In any jurisdiction in which the Tender Offers are required to be made by a licensed broker or dealer, the Tender Offers will be deemed to be made on behalf of the Offerors by the Dealer Managers, or one or more registered brokers or dealers that are licensed under the laws of such jurisdiction.
Forward-Looking Disclosure Statement
The statements contained in this press release that are not purely historical are forward-looking statements, including statements regarding the terms and timing for completion of the Tender Offers; the satisfaction or waiver of conditions to the Tender Offers; and the timing of payment.
These statements are subject to risks, uncertainties, and other important factors relating to Sensata’s operations and business environment that could cause actual results to differ materially from the results contemplated by any forward-looking statement, and Sensata can give no assurances that these forward-looking statements will prove to be correct. In addition, other known or unknown risks and factors may affect the accuracy of the forward-looking information. Factors that may cause actual results to vary include, but are not limited to, conditions in financial markets, investor responses to the Tender Offers, and other risk factors detailed from time to time in Sensata’s reports filed with the U.S. Securities and Exchange Commission.
The forward-looking statements speak only as of the date they are made, and, except as otherwise required by applicable securities laws, Sensata undertakes no obligation to publicly update any of its forward-looking statements.
About Sensata Technologies
Sensata Technologies is a global industrial technology company striving to create a safer, cleaner, more efficient and electrified world. Through its broad portfolio of mission-critical sensors, electrical protection components and sensor-rich solutions, Sensata helps its customers address increasingly complex engineering and operating performance requirements. With more than 16,000 employees and global operations in 13 countries, Sensata serves customers in the automotive, industrial, and aerospace, defense and commercial equipment markets.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260601315218/en/
On June 02, 2026, Sensata Technologies Holding PLC ST shares rose 7.8% to a current price of $53.13. The stock has seen a significant increase in price performance, with a 52-week range of $25.63 to $53.84.
GF Value™ verdict: Current price is $53.13 vs GF Value™ of $33.94, indicating the stock is 56.5% overvalued.GF Score™ of 73/100 suggests the company is above average compared to peers.Notable signal: Insider activity shows that insiders sold $0.4M in the last 3 months with no buying activity. Is ST Overvalued or Undervalued? According to the GF Value™, Sensata Technologies Holding PLC ST is currently significantly overvalued. With a current price of $53.13, which is substantially higher than the GF Value™ estimate of $33.94, there is a 56.5% margin of overvaluation. This suggests that the stock may be trading at a premium relative to its intrinsic value, indicating a potential risk for investors. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
The overvaluation raises questions about the sustainability of the current price, especially given the lack of recent insider buying and the relatively low predictability rating of 1 star. Investors may want to exercise caution when considering the stock at this inflated price level.
How Does ST's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 171.4x 25.2x Forward P/E 14.3x N/A The current P/E (TTM) of 171.4x is significantly above its 5-year median P/E of 25.2x, indicating that the stock is trading at a much higher valuation compared to its historical averages. The forward P/E of 14.3x suggests a more favorable valuation outlook, but it is still essential to note that the current P/E is 580% above its 5-year median. This P/E analysis aligns with the GF Value™ verdict, reinforcing the conclusion that ST is overvalued.
What Does ST's GF Score™ Tell Us? Metric Rating GF Score™ 73/100 Financial Strength 5/10 Profitability 7/10 Growth 5/10 Valuation 3/10 Momentum 9/10 The GF Score™ of 73/100 indicates that Sensata Technologies is performing above average compared to its peers. The strongest aspect of the score is the momentum rank of 9/10, suggesting strong recent price performance. However, the weakest area is the valuation rank of 3/10, which is consistent with the overvaluation indicated by the GF Value™. The financial strength and profitability ranks are moderate, reflecting a balanced but cautious outlook on the company's financial health.
What Are Insiders Doing with ST Stock? In the last three months, insider activity has shown that insiders sold $0.4M worth of shares, with no buying activity reported. This trend could suggest a lack of confidence among insiders in the stock's current valuation or future prospects. Typically, insider selling may indicate that those closest to the company do not see enough value at current price levels, which could further reinforce the notion that the stock is overvalued.
What This Means for Investors Based on the GF Value™ assessment, Sensata Technologies Holding PLC ST is currently overvalued. The significant disparity between the current price and the GF Value™ suggests that investors may need to be cautious when considering an entry point into this stock.
For the complete analysis, visit the Sensata Technologies Holding PLC ST stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is ST's GF Score™?
ST's GF Score™ is 73/100, indicating above-average performance compared to its peers based on key financial metrics.
Is ST overvalued or undervalued?
ST is overvalued, with a current price of $53.13 compared to a GF Value™ of $33.94, reflecting a 56.5% overvaluation.
What is ST's P/E ratio?
ST's P/E (TTM) is 171.4x, which is significantly above its 5-year median P/E of 25.2x, indicating a high current valuation relative to its historical performance.
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].
Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework
, /PRNewswire/ -- iCapital1, the global fintech company shaping the future of investing, and Envestnet, the leading Adaptive WealthTech company, today announced an expanded strategic partnership that further enables access to iCapital's alternative investments capabilities within Envestnet's Unified Managed Account (UMA) platform.
Advisors can now access iCapital's technology platform through Envestnet and utilize UMAs to incorporate alternatives and structured investments alongside traditional public market holdings within a single account structure. Through workflows connecting iCapital's technology into Envestnet's advisor-traded sleeves, advisors gain access to a seamless experience across portfolio construction, implementation, and ongoing oversight as alternatives play an increasingly central role in diversified portfolios.
"As alternatives increasingly become a core component of portfolios, advisors need a practical way to implement them alongside traditional assets," said Gary Gallagher, President of iCapital. "Embedding iCapital into Envestnet's UMA platform allows advisors to incorporate alternatives and structured investments within a single account structure, supporting diversification, scale, consistency, and day-to-day execution across client portfolios."
Through this expanded capability, advisors can leverage single sign-on (SSO) functionality to access iCapital's platform experience, helping reduce friction across key stages of the investment process. Advisors will be able to access alternative investments and structured investments through iCapital's platform experience within Envestnet, while maintaining consistency with broader portfolio management and reporting workflows.
"We're focused on giving advisors the ability to bring the full spectrum of investment opportunities into a unified portfolio experience," said Dana D'Auria, CFA, Co-Chief Investment Officer and Group President, Envestnet Solutions. "Expanding our work with iCapital is about extending that vision, making it easier for advisors to deliver more sophisticated portfolios within a single, cohesive framework."
This expansion builds on the broader iCapital–Envestnet partnership, which continues to evolve as advisors adopt more complex portfolio strategies. Recent developments include Envestnet onboarding two products managed by iCapital–iDPC, a private credit fund, and ODS (Outcome Defined Strategy), a structured investments SMA, making both available within portfolios and models on the Envestnet platform.
About iCapital
iCapital is a global leader, shaping the future of global investing for financial advisors, wealth managers, asset managers, insurance carriers, and other industry participants. iCapital offers a diverse and complete range of non-traditional investment products on iCapital Marketplace, Enterprise Solutions, and both Technology and Data Services, designed to help drive better outcomes2 for all participants in the ecosystem.
With strategic investment from leading alternative asset managers, wealth managers, and service providers globally, iCapital provides broad access, data connectivity, education, and research programs to advisors and their clients. Leveraging AI and machine learning for digital identity (KYC/AML), iCapital supports compliant and secure investment lifecycle processes.
iCapital's end-to-end platform manages the lifecycle of non-traditional investment products, making it easier to learn about, buy, manage, and integrate alternative assets, structured investments, and annuities into portfolios, driving growth, scale, and efficiency. Our solution(s) can be customized and offers specific modules as needed.
iCapital has more than $1.14 trillion3 of assets serviced globally on its platform, including $300.6 billion in alternative platform assets, $251.4 billion in structured investments and annuities outstanding, and $589.4 billion in client assets reported on, and serves over 3,300 wealth management firms and 123,000 active financial professionals.
Headquartered in New York and Greenwich, CT, iCapital operates globally with 18 offices, including major hubs in Zurich, London, Hong Kong, Singapore, Tokyo, Sydney, Abu Dhabi, and Toronto, and an industry-leading R&D center in Lisbon. iCapital is recognized for its innovation and leadership, with accolades from Euromoney (World's Best Technology Provider for Wealth Management), CNBC (World's Top Fintech Companies), and Forbes Fintech 50.
For more information, visit https://icapital.com | X (Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc
About Envestnet
Envestnet is the leading Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs.
For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (Envestnet_).
Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc.
iCapital and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm.
IMPORTANT INFORMATION: This material has been provided to you for informational purposes only by iCapital, Inc. and/or one of its affiliates including Institutional Capital Network, Inc. (collectively, "iCapital"). This material is the property of iCapital. This is not intended as and may not be relied on in any manner as, legal, tax or investment advice, a recommendation to employ a specific investment strategy, or as an offer to sell, a solicitation of an offer to purchase, or a recommendation of any interest in any fund or security. Securities products and services are offered through iCapital Markets LLC, a registered broker/dealer, FINRA and SIPC. Financial products made available by iCapital Markets LLC may be complex and/or speculative and are not suitable for all investors. iCapital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and acts as an adviser to certain privately offered investment funds. "iCapital" and "iCapital Network" are registered trademarks of Institutional Capital Network, Inc.
1 iCapital, Inc. together with its affiliates, "iCapital"
2 iCapital delivers better outcomes by streamlining financial operations, enhancing technology infrastructure, and empowering smarter decision-making through reporting and analytics.
3 As of January 31, 2026
A handful of OpenAI executives are transitioning into new roles, according to a report from Bloomberg. An OpenAI spokesperson confirmed the personnel changes to TechCrunch.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.93% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: The Cooper Companies (COO - Free Report) The Cooper Companies is a global medical device company operating through two main segments: CooperVision (CVI) and CooperSurgical (CSI). CVI focuses on contact lenses, with a strong presence in daily silicone hydrogel lenses, torics, multifocals, and myopia management. Its flagship MyDay franchise, including MyDay Energys and toric/multifocal expansions, continues to capture premium share, while MiSight addresses the growing myopia epidemic. CSI provides products and services in fertility and women’s health, offering in-vitro fertilization (IVF) solutions, contraceptives such as Paragard, and office/surgical devices.
COO is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. COO has a Growth Style Score of B, forecasting year-over-year earnings growth of 12.1% for the current fiscal year.
For fiscal 2026, six analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.12 to $4.62 per share. COO boasts an average earnings surprise of +4.1%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, COO should be on investors' short list.
New sustainability platform reflects company's commitment to responsible sourcing, more
efficient manufacturing, and offsetting a portion of plastic footprint*†1
, /PRNewswire/ -- CooperVision announced today the launch of its MADE BETTER™ Promise—a new global sustainability platform focused on smarter, more sustainable choices.*†1 Built on years of CooperVision innovation in sustainability, MADE BETTER™ Promise is woven throughout the life of participating products, beginning with the MyDay® daily disposable family of contact lenses.*†1
As part of the MADE BETTER™ Promise, CooperVision's MADE BETTER™ Innovation with MyDay® is introducing mindful packaging material choices and manufacturing improvements that lowers the carbon impact.*†1 The company also continues to offset a portion of MyDay® plastic footprint through its plastic neutrality program.†‡2
Key elements of CooperVision's MADE BETTER™ Innovation include:
Use of ISCC PLUS-certified materials in the packaging of participating products, making CooperVision the first and only contact lens manufacturer to do so.*†§♦1,3 The plastic within MyDay® blisters is 100% ISCC PLUS-certified bio-attributed material sourced and allocated via the ISCC mass balance approach.¶3,4 Manufacturing processes intentionally designed to reduce carbon footprint through next-generation technologies and improved resource efficiency. *†**††‡‡1,5 Use of lower-carbon energy where possible across production operations.§§6 Manufacturing sites that recycle more than 90% of waste, helping conserve natural resources.♦♦7 MADE BETTER™ Innovation also encompasses CooperVision's plastic neutrality program with Plastic Bank, which supports the removal of plastic waste from coastal communities while creating positive socioeconomic impact.†‡2 To date, the program has enabled the collection and recycling of more than 659 million plastic bottles from coastal areas where plastic pollution is prevalent.¶¶8
"CooperVision's sustainability progress begins with innovation—in materials, manufacturing, and the way we think about the full life cycle of our products.*†1 MADE BETTER™ Promise reflects how we are turning those innovations into real–world impact through thoughtful choices that benefit both People + Planet,*♦♦♦1,9 said Aldo Zucaro, Senior Director of Corporate Responsibility, CooperCompanies. "We're off to a strong start, delivering practitioners and their patients the same MyDay®—just made with less carbon." ****††††6
CooperVision's MADE BETTER™ Promise is an ongoing global commitment, with continued advancements in materials, technologies, and processes intended to further reduce environmental impact over time.*1
*CooperVision's MADE BETTER Innovation program has introduced lower-carbon inputs with traceable sourcing - including ISCC PLUS-certified, lower-carbon plastic and lower-carbon aluminum - into the primary packaging of the MyDay® range of products. It also refers to process improvements that have reduced waste, improved energy efficiency, and lowered greenhouse gas emissions during production of the MyDay® range of products. Methods and verification information are available at [coopervision.com/sustainability/methods].
†Through its partnership with Plastic Bank, CooperVision offsets a portion of its plastic footprint by funding the collection and recycling of plastic waste, equivalent in weight to the plastic used in participating soft contact lens products sold in participating countries, gathered within 30 miles of oceans or waterways in countries where Plastic Bank operates. Plastic weight is based on the total weight of plastic in the lens, blister, and secondary packaging, including laminates, adhesives, and auxiliary inputs (e.g. ink). This does not include plastic used during the manufacturing process.
‡Plastic used in participating CooperVision soft contact lens products is determined by the weight of plastic in the blister, the lens, and the secondary package, including laminates, adhesives, and auxiliary inputs (e.g. ink). The determination does not include plastic used during the manufacturing process for both these products and their packaging.
§'Packaging' refers to the blister pack that directly encloses each contact lens - the plastic tray sealed with an aluminum foil lid.
♦Determination is based on a review of the ISCC PLUS-certified public license database and publicly available information. ISCC PLUS-certified licenses are issued at supplier/site level and may not identify downstream brands. As of November 6, 2025, no other contact lens manufacturers were identified as using ISCC PLUS-certified plastic. ISCC License number ISCC-L-228, valid beginning April 6, 2026, along with CooperVision's internal documentation shows that 100% of the polypropylene used within the MyDay® blisters is ISCC PLUS-certified bio-attributed material sourced and allocated via the mass balance approach; certification does not imply physical segregation.
¶Foil lidding atop of the MyDay® blisters and the contact lenses themselves are not ISCC PLUS-certified.
**Refers to continuous manufacturing improvement processes undertaken by CooperVision to increase efficiency
††Carbon footprint is limited to Scope 1 and 2 emissions, defined as: Scope 1 emissions are direct emissions from owned or controlled sources. Scope 2 emissions are indirect emissions from the generation of purchased energy.
‡‡CooperVision's 2021 and 2022 Environmental, Social, and Governance Reports.
§§The MyDay® range of products are manufactured at two facilities that use lower-carbon energy sources. At CooperVision's Juana Díaz, Puerto Rico site, combined heat and power (CHP) technology generates electricity and thermal energy more efficiently than conventional grid-supplied electricity and separate heating systems. Based on CooperVision's scope 1 and scope 2 emissions data, total greenhouse gas emissions per manufactured lens at this facility in 2024 were approximately 30% lower than in 2021, prior to CHP startup. At its manufacturing facilities in the UK, CooperVision purchases 100% renewable energy.
♦♦SCS Global Services Certificate No. SCS-ZW-0018 verifies a recycling rate of 94.7% for the Juana Díaz, PR facility. SCS Global Services is an international leader in third-party certification, validation, and verification for environmental sustainability. CooperVision's internal records demonstrate an average recycling rate of over 90% for its MyDay® manufacturing facilities in the UK.
¶¶CooperVision, through its collaboration with Plastic Bank, has collected and recycled approximately 12.4M kg of plastic waste gathered within 30 miles of oceans or waterways in countries where Plastic Bank operates as of February 2026. Using Plastic Bank's metric of 1kg of plastic equaling 50 standard 202mm bottles, that will be the equivalent of approximately 659M plastic bottles.
♦♦♦As of October 3, 2025, more than 7,000 Plastic Bank collection members across 500+ communities in Indonesia, Egypt, and the Philippines have exchanged collected plastic waste for income and life-improving benefits (such as insurance, digital connectivity, grocery vouchers, and school supplies) through CooperVision's plastic neutrality program with Plastic Bank, cumulative since January 2021.
****Results compare 2024 with a 2021 baseline. Full life cycle assessment has been conducted in accordance with ISO 14067 and verified through independent critical review from a cradle-to-grave basis, which covers all product stages from raw material extraction to end-of-life. Details on methodology and verification are available at [coopervision.com/sustainability/methods].
††††Carbon reduction' and/or 'lower carbon' refer to a reduction in total greenhouse gas emissions, expressed as carbon dioxide equivalent (CO2e). No carbon offsets are used.
References:
CVI data on file, 2023-2025 CVI data on file, 2024. CVI data on file, 2025. International Sustainability & Carbon Certification, 2025, https://iscc-system.org/about/who-we-are.] CVI data on file, 2023. CVI data on file, 2021-2025. CVI data on file, 2024-2025. CVI data on file as of 03/2026. Plastic Bank, CVI data on file, 2025 SA17810/APP163993
About CooperVision
CooperVision, a division of CooperCompanies (Nasdaq:COO), is one of the world's leading manufacturers of contact lenses. The company produces a full array of daily disposable, two-week and monthly soft contact lenses that feature advanced materials and optics, and premium rigid gas permeable lenses for orthokeratology and scleral designs. CooperVision has a strong heritage of addressing the toughest vision challenges such as astigmatism, presbyopia, childhood myopia, and highly irregular corneas; and offers the most complete portfolio of spherical, toric, and multifocal products available. Through a combination of innovative products and focused practitioner support, the company brings a refreshing perspective to the marketplace, creating real advantages for customers and wearers. For more information, visit www.coopervision.com.
About CooperCompanies
CooperCompanies (Nasdaq: COO) is a leading global medical device company focused on helping people experience life's beautiful moments through its two business units, CooperVision and CooperSurgical. CooperVision is a trusted leader in the contact lens industry, helping to improve the way people see each day. CooperSurgical is a leading fertility and women's healthcare company dedicated to putting time on the side of women, babies, and families at the healthcare moments that matter most. Headquartered in San Ramon, Calif., CooperCompanies has a workforce of more than 15,000, sells products in over 130 countries, and positively impacts over fifty million lives each year. For more information, please visit www.coopercos.com.
Media Contact
Heather Kowalczyk, APR
McDougall Communications for CooperVision
[email protected] or +1.585.434.2148
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.93% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: The Cooper Companies (COO - Free Report) The Cooper Companies is a global medical device company operating through two main segments: CooperVision (CVI) and CooperSurgical (CSI). CVI focuses on contact lenses, with a strong presence in daily silicone hydrogel lenses, torics, multifocals, and myopia management. Its flagship MyDay franchise, including MyDay Energys and toric/multifocal expansions, continues to capture premium share, while MiSight addresses the growing myopia epidemic. CSI provides products and services in fertility and women’s health, offering in-vitro fertilization (IVF) solutions, contraceptives such as Paragard, and office/surgical devices.
COO is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 15.22; value investors should take notice.
Six analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.12 to $4.62 per share. COO also boasts an average earnings surprise of +4.1%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, COO should be on investors' short list.
Investors interested in Medical - Dental Supplies stocks are likely familiar with The Cooper Companies (COO) and Straumann Holding AG (SAUHY). But which of these two stocks presents investors with the better value opportunity right now?
