Comerica Bank trimmed its position in shares of Casella Waste Systems, Inc. (NASDAQ:CWST – Free Report) by 33.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 368,287 shares of the industrial products company’s stock after selling 182,270 shares during the quarter. Comerica Bank owned 0.58% of Casella Waste Systems worth $36,070,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also made changes to their positions in CWST. Smartleaf Asset Management LLC increased its stake in shares of Casella Waste Systems by 180.2% during the third quarter. Smartleaf Asset Management LLC now owns 297 shares of the industrial products company’s stock worth $27,000 after acquiring an additional 191 shares during the period. Geneos Wealth Management Inc. increased its stake in shares of Casella Waste Systems by 301.6% during the first quarter. Geneos Wealth Management Inc. now owns 245 shares of the industrial products company’s stock worth $27,000 after acquiring an additional 184 shares during the period. First Horizon Corp acquired a new position in shares of Casella Waste Systems during the third quarter worth about $31,000. EverSource Wealth Advisors LLC increased its stake in shares of Casella Waste Systems by 235.3% during the second quarter. EverSource Wealth Advisors LLC now owns 285 shares of the industrial products company’s stock worth $33,000 after acquiring an additional 200 shares during the period. Finally, Optiver Holding B.V. increased its stake in shares of Casella Waste Systems by 280.0% during the third quarter. Optiver Holding B.V. now owns 399 shares of the industrial products company’s stock worth $38,000 after acquiring an additional 294 shares during the period. 99.51% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In CWST has been the topic of several recent analyst reports. JPMorgan Chase & Co. lowered their target price on shares of Casella Waste Systems from $112.00 to $110.00 and set a “neutral” rating on the stock in a research report on Monday, February 23rd. Weiss Ratings lowered shares of Casella Waste Systems from a “hold (c-)” rating to a “sell (d)” rating in a research report on Monday, February 23rd. Zacks Research upgraded shares of Casella Waste Systems from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. Raymond James Financial restated a “strong-buy” rating and set a $115.00 target price on shares of Casella Waste Systems in a research report on Monday, February 23rd. Finally, Barclays upped their target price on shares of Casella Waste Systems from $95.00 to $101.00 and gave the stock an “equal weight” rating in a research report on Monday, February 23rd. Two investment analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $111.00.
Get Our Latest Report on Casella Waste Systems
Insider Buying and Selling at Casella Waste Systems In other news, CAO Kevin Drohan sold 675 shares of the stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $92.61, for a total value of $62,511.75. Following the sale, the chief accounting officer directly owned 7,462 shares in the company, valued at $691,055.82. This represents a 8.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Edmond Coletta sold 988 shares of the stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $87.81, for a total transaction of $86,756.28. Following the completion of the sale, the chief executive officer owned 152,618 shares in the company, valued at $13,401,386.58. This represents a 0.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 15,830 shares of company stock valued at $1,454,208 over the last three months. Company insiders own 3.81% of the company’s stock.
Casella Waste Systems Stock Performance Shares of CWST opened at $80.19 on Monday. The company has a current ratio of 1.26, a quick ratio of 1.26 and a debt-to-equity ratio of 0.72. The firm’s 50-day moving average is $87.10 and its two-hundred day moving average is $93.28. Casella Waste Systems, Inc. has a twelve month low of $74.05 and a twelve month high of $121.24. The firm has a market capitalization of $5.09 billion, a P/E ratio of 668.31 and a beta of 0.84.
Casella Waste Systems (NASDAQ:CWST – Get Free Report) last issued its earnings results on Thursday, February 19th. The industrial products company reported $0.30 earnings per share for the quarter, topping the consensus estimate of $0.22 by $0.08. Casella Waste Systems had a net margin of 0.43% and a return on equity of 5.17%. The company had revenue of $469.06 million for the quarter, compared to analyst estimates of $471.32 million. During the same period in the prior year, the business posted $0.41 earnings per share. The firm’s revenue for the quarter was up 9.7% compared to the same quarter last year. On average, research analysts predict that Casella Waste Systems, Inc. will post 1.15 earnings per share for the current fiscal year.
Casella Waste Systems Company Profile (Free Report)
Casella Waste Systems, Inc is a regional resource management company headquartered in Rutland, Vermont. Established in 1975, the company has grown from a single-truck operation into a multi-state provider of integrated waste management solutions. Casella offers a comprehensive range of services, including residential, commercial and industrial waste collection, transfer station operations, landfill disposal, recycling processing and organics management.
Through a network of solid waste transfer stations, recycling facilities and landfills, Casella serves communities primarily across the northeastern United States and parts of the mid-Atlantic region.
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The Conestoga SMid Cap Composite returned -10.24% net-of-fees in the first quarter, lagging the Russell 2500 Growth Index's return of -3.52%. RBC's performance was driven by continued strength in aerospace and defense, where demand remains robust and increasingly visible through a growing backlog. Despite a solid quarter, Repligen stock underperformed as investors focused on a more measured outlook and lingering concerns around end-market demand.
Strategic Acquisitions and Steady First Quarter Execution Set the Table for a Strong Year of Performance Strategic Acquisitions and Steady First Quarter Execution Set the Table for a Strong Year of Performance
Casella (CWST - Free Report) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.19 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +96.66%. A quarter ago, it was expected that this provider of garbage-disposal and recycling services would post earnings of $0.22 per share when it actually produced earnings of $0.3, delivering a surprise of +36.36%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Casella, which belongs to the Zacks Waste Removal Services industry, posted revenues of $457.33 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.06%. This compares to year-ago revenues of $417.1 million. The company has topped consensus revenue estimates three 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.
Casella shares have lost about 20.3% since the beginning of the year versus the S&P 500's gain of 4.2%.
What's Next for Casella?While Casella has underperformed 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 Casella 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 $0.32 on $531.83 million in revenues for the coming quarter and $1.15 on $2.07 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, Waste Removal Services is currently in the bottom 39% 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, Enviri (NVRI - Free Report) , is yet to report results for the quarter ended March 2026.
This industrial services company is expected to post quarterly loss of $0.26 per share in its upcoming report, which represents a year-over-year change of -44.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Enviri's revenues are expected to be $542 million, down 1.2% from the year-ago quarter.
Casella Waste Systems delivered strong Q1 FY2026 results, with revenue up 9.6% to $457.3 million and adjusted EPS beating expectations. Management raised FY2026 guidance: revenue is now $2.06–$2.08 billion and EBITDA is $473–$483 million, reflecting robust acquisition-driven growth. Acquisitions remain a key driver, with $150 million in annualized revenue added so far in 2026, including the significant Star Waste Systems purchase.
May 11, 2026 17:01 ET | Source: Casella Waste Systems, Inc.
RUTLAND, Vt., May 11, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (“Casella”) (NASDAQ:CWST), a regional solid waste, recycling and resource management services company, today announced that it has commenced the remarketing of $15.0 million aggregate principal amount of New York State Environmental Facilities Corporation (the “Issuer”) Solid Waste Disposal Revenue Bonds (Casella Waste Systems, Inc. Project) Series 2014R-2 (collectively, the “Bonds”). The Bonds were issued pursuant to an Indenture dated as of December 1, 2014 (the “Indenture”) and drawn down on June 2, 2016. The Bonds have a final maturity date of December 1, 2044.
Pursuant to the Indenture, the interest rate period currently applicable to the Bonds is expiring on May 31, 2026, and accordingly, Casella expects that the Bonds will be subject to mandatory tender and will be remarketed on June 1, 2026 at a new interest rate for a new interest rate period commencing on June 1, 2026. The Bonds have been guaranteed by all or substantially all of Casella’s subsidiaries (the “Guarantors”), as required pursuant to the terms of the loan agreement pursuant to which the Issuer loaned the proceeds of the Bonds to Casella. The Bonds are not a general obligation of the Issuer and do not constitute an indebtedness of or a charge against the general credit of the Issuer. The Bonds are not a debt of the State of New York and are payable solely from amounts received from Casella and the Guarantors under the terms of the Indenture. The remarketing is expected to become effective on June 1, 2026.
The Bonds are being offered only to qualified institutional buyers as defined in Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The interest rate period, interest rate, principal amount and timing of the remarketing of the Bonds will depend upon market conditions and other factors, and there can be no assurance that the remarketing will be completed. The Bonds have not been and will not be registered under the Securities Act and may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements of the Securities Act and other applicable securities laws. This press release shall not constitute an offer to sell or the solicitation of an offer to buy the Bonds, nor shall there be any sale of the Bonds in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of any such jurisdiction. This notice is being issued pursuant to and in accordance with Rule 135c under the Securities Act.
Safe Harbor Statement
Certain matters discussed in this press release, including, among others, the statements regarding the remarketing of the Bonds, are “forward-looking statements” intended to qualify for the safe harbors from liability established by the Private Securities Litigation Reform Act of 1995. These forward-looking statements can generally be identified as such by the context of the statements, including words such as “believe,” “expect,” “anticipate,” “plan,” “may,” “would,” “intend,” “estimate,” “projects,” “will,” “guidance” and other similar expressions, whether in the negative or affirmative. These forward-looking statements are based on current expectations, estimates, forecasts and projections about the industry and markets in which Casella operates and management’s beliefs and assumptions. Casella cannot guarantee that the remarketing of the Bonds will be completed, that the Bond proceeds will be available or applied as expected, or that it will achieve the plans, intentions, expectations or guidance disclosed in the forward-looking statements made. Such forward-looking statements involve a number of risks and uncertainties, any one or more of which could cause actual results to differ materially from those described in Casella’s forward-looking statements. Such risks and uncertainties include or relate to, among other things: market conditions and Casella’s ability to consummate the remarketing of the Bonds, the receipt of all necessary consents and the satisfaction of all other closing conditions with respect to the remarketing of the Bonds, as well as additional risks and uncertainties detailed in Item 1A, “Risk Factors” in Casella’s Form 10-K for the fiscal year ended December 31, 2025 and in other filings that Casella periodically makes with the Securities and Exchange Commission. There can be no assurance that Casella will be able to complete the remarketing of the Bonds on the anticipated terms, or at all. Casella undertakes no obligation to update publicly any forward-looking statements whether as a result of new information, future events or otherwise, except as required by law.
May 18, 2026 16:01 ET | Source: Casella Waste Systems, Inc.
RUTLAND, Vt., May 18, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling, and resource management services company, announced today that the company’s management will be participating at the following investor conferences:
William Blair 46th Annual Growth Stock Conference
Tuesday, June 2, 2026 Stifel 2026 Investor Summit
Wednesday, June 10, 2026 A copy of the presentation material will be available before the Company presents and may be accessed in the “Events & Presentations” section of the company’s investor website at http://ir.casella.com. Where applicable, a live webcast link will be posted on the company’s investor website.
For further information, contact Jason Mead, Senior Vice President of Finance and Treasurer at (802) 772-2293, or visit the company’s website at http://www.casella.com.
May 27, 2026 12:46 ET | Source: Casella Waste Systems, Inc.
RUTLAND, Vt., May 27, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (“Casella”) (NASDAQ:CWST), a regional solid waste, recycling and resource management services company, today announced that it has priced the previously announced remarketing of $15.0 million aggregate principal amount of New York State Environmental Facilities Corporation (the “Issuer”) Solid Waste Disposal Revenue Bonds (Casella Waste Systems, Inc. Project) Series 2014R-2 (collectively, the “Bonds”). The Bonds were issued pursuant to an Indenture dated December 1, 2014 (the “Indenture”) and drawn down on June 2, 2016. The Bonds have a final maturity date of December 1, 2044.
Pursuant to the Indenture, the interest rate period currently applicable to the Bonds expires on May 31, 2026, and accordingly, the Bonds are subject to mandatory tender on June 1, 2026. Casella expects that the Bonds will be remarketed on June 1, 2026 at a new interest rate of 4.300% per annum for a new interest rate period commencing on June 1, 2026 and ending on June 1, 2036. The remarketing is expected to become effective on June 1, 2026.
The Bonds are guaranteed pursuant to a Guaranty Agreement (the “Guaranty”) by all or substantially all of Casella’s subsidiaries (the “Guarantors”), as required pursuant to the terms of the loan agreement pursuant to which the Issuer loaned the proceeds of the Bonds to Casella. The Bonds are not a general obligation of the Issuer and do not constitute an indebtedness of or a charge against the general credit of the Issuer. The Bonds are not a debt of the State of New York, and are payable solely from amounts received from Casella under the terms of the Indenture and from the Guarantors under the Guaranty.
The Bonds are being offered only to qualified institutional buyers as defined in Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The Bonds have not been and will not be registered under the Securities Act and may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements of the Securities Act and other applicable securities laws. This press release shall not constitute an offer to sell or the solicitation of an offer to buy the Bonds, nor shall there be any sale of the Bonds in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of any such jurisdiction. This notice is being issued pursuant to and in accordance with Rule 135c under the Securities Act.
Safe Harbor Statement
Certain matters discussed in this press release, including, among others, the statements regarding the remarketing of the Bonds, are “forward-looking statements” intended to qualify for the safe harbors from liability established by the Private Securities Litigation Reform Act of 1995. These forward-looking statements can generally be identified as such by the context of the statements, including words such as “believe,” “expect,” “anticipate,” “plan,” “may,” “would,” “intend,” “estimate,” “projects,” “will,” “guidance” and other similar expressions, whether in the negative or affirmative. These forward-looking statements are based on current expectations, estimates, forecasts and projections about the industry and markets in which Casella operates and management’s beliefs and assumptions. Casella cannot guarantee that the remarketing of the Bonds will be completed, that the remarketing proceeds will be available or applied as expected, or that it will achieve the plans, intentions, expectations or guidance disclosed in the forward-looking statements made. Such forward-looking statements involve a number of risks and uncertainties, any one or more of which could cause actual results to differ materially from those described in Casella’s forward-looking statements. Such risks and uncertainties include or relate to, among other things: market conditions and Casella’s ability to consummate the remarketing of the Bonds, the receipt of all necessary consents and the satisfaction of all other closing conditions with respect to the remarketing of the Bonds, as well as additional risks and uncertainties detailed in Item 1A, “Risk Factors” in Casella’s Form 10-K for the fiscal year ended December 31, 2025 and in other filings that Casella periodically makes with the Securities and Exchange Commission. There can be no assurance that Casella will be able to complete the remarketing of the Bonds on the anticipated terms, or at all. Casella undertakes no obligation to update publicly any forward-looking statements whether as a result of new information, future events or otherwise, except as required by law.
Contact
Investors:
Jason Mead
Senior Vice President of Finance & Treasurer
(802) 772-2293
Media:
Jeff Weld
Vice President of Communications
(802) 772-2234
http://www.casella.com
The Goldman Sachs Conviction List is a curated list of stocks that the firm’s research team believes are highly likely to outperform the market. It’s a tool for investors to identify stocks with strong growth potential, frequently updated to reflect changes in market conditions and company performance. The list aims to identify stocks where Goldman Sachs analysts have the “highest level of conviction” in their outperformance. The list has been known to focus on specific themes, such as artificial intelligence, consumer trends, and sustainability. The Conviction List offers investors a valuable perspective on the stock market, enabling them to identify potential investment opportunities.
Founded in 1869, Goldman Sachs is the world’s second-largest investment bank by revenue and ranks 32nd on the Fortune 500 list of the largest U.S. corporations by total revenue. The Wall Street giant offers financing, advisory services, risk distribution, and hedging for its institutional and corporate clients. We screen the firm’s Conviction List of top stock ideas each month, identifying new companies added to the list and those removed.
For June, the firm added four new stocks, one of which is an outstanding total-return idea for growth and income investors. All four new additions have double-digit upside potential to Goldman Sachs’ price targets.
Why we recommend Goldman Sachs stocks
Goldman Sachs is the acknowledged leader in the investment landscape on Wall Street and worldwide. The firm’s highly regarded research department continues to provide institutional and high-net-worth clients with the best ideas across the investment spectrum. It is likely to continue doing so for years.
Here are the four new stock additions to the Conviction List for June, along with the analyst’s comments from the research report.
Block Run by Silicon Valley legend Jack Dorsey, this exciting tech idea offers a solid entry point. Block (NYSE: XYZ | XYZ Price Prediction) builds technology to increase access to the global economy.
Goldman Sachs analyst Will Nance is looking for 64% / 36% EPS growth in 2026 and / 2027 and sits 4% ahead of consensus on the latter. He expects the neobank and payment platform to execute on its initiatives to drive more and stickier users to its platform and drive margin efficiencies.
The company operates through two segments. The Square segment includes managed payment services, software solutions, hardware, and financial services offered to sellers, excluding those that involve Cash App.
The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin, and stock investments. The Cash App also includes a Cash App Card linked to customers’ stored balances, which they can use to make purchases or withdraw funds from an ATM. And Cash App includes the BNPL platform. Its Afterpay business is transforming the way customers manage their spending over time.
Its TIDAL business is a music platform that empowers artists to thrive as entrepreneurs. The Bitkey business is a simple self-custody Bitcoin wallet, while the Proto Business is a suite of Bitcoin mining products and services.
The Goldman Sachs target price is $95, which represents a 25% gain from current levels.
Casella Waste Systems The name says it all, and this company has significant upside relative to the Goldman Sachs target price. Casella Waste Systems (NASDAQ: CWST) is a regional, vertically integrated solid waste services company that provides resource management and services to residential, commercial, municipal, institutional, and industrial customers, primarily in solid waste collection and disposal, transfer, recycling, and organics services. It also holds collection operations across eastern Pennsylvania and western New Jersey.
Goldman analyst Adam Bubes sees scope for a sustained, mid-single-digit percentage organic EBITDA CAGR at Casella Waste Systems, driven by its Solid Waste pricing algorithm, with additional upside from SG&A savings and M&A synergies.
The company manages its solid waste operations geographically through three regional operating segments, each providing a comprehensive range of non-hazardous solid waste services. The Eastern, Western, and Mid-Atlantic regions each provide a comprehensive range of non-hazardous solid waste services.
Casella Waste Systems manages its resource renewal operations through the Resource Solutions operating segment, which leverages its core competencies in materials processing, industrial recycling, organics, and resource management services to deliver comprehensive solutions to its commercial, municipal, institutional, and industrial customers.
The $120 Goldman Sachs target price represents a 46% gain.
TPG This asset management company has been hit hard by industry concerns, yet it pays a sensational 5.31% dividend. TPG (NASDAQ: TPG) is an alternative asset management company. The company invests in a diversified set of strategies, including private equity, impact, credit, real estate, and market solutions.
Goldman Sachs noted that TPG’s shares are down almost 40% YTD amid pressure on the broader alternative asset manager sector, amid concerns that the 15%+ annual growth it has seen over the last 3 years is unsustainable. But analyst Alex Blostein expects base management fee growth of ~20% yoy in both 2026E and 2027E as AUM grows in its flagship private equity (PE) funds, investments in its Credit funds lead to management fee realization, and Real Estate fundraising begins contributing to management fees and fee-related earnings (FRE). All of this should enable FRE margins to expand by 3% this year (and ~1% annually thereafter). His 2027 estimates sit 8% above consensus.
The company consists of six multi-strategy investment platforms:
The Capital platform focuses on control-oriented private equity investments, and its Capital platform products include TPG Capital, TPG Healthcare Partners, and TPG Asia. Its Growth platform products include TPG Growth, TPG Tech Adjacencies, TPG Life Sciences Innovation, TPG Emerging Companies Asia, and TPG Sports. The Impact platform products include Rise Funds, Rise Climate, Rise Climate Transition Infrastructure, Rise Climate Global South Initiative, and TPG NEXT. Its Credit platform products include TPG Credit Solutions, TPG Direct lending, TPG Asset-Based Finance, TPG CLOs, and TPG Multi-Asset Credit. The Goldman Sachs price target is $61, with 43% upside potential.
Tyson Foods With well-known products and a solid business model, this is a strong pick, offering a solid 3.55% dividend. Tyson Foods (NYSE: TSN) is a food company with a portfolio of products and brands that includes Tyson, Jimmy Dean, Hillshire Farm, Ball Park, Wright, State Fair, Aidells, and IBP.
Goldman analyst Leah Jordan is looking for above-consensus earnings growth at the US’s largest protein processor and marketer — driven by its diversified protein portfolio, as well as further margin expansion from ongoing operational improvements, strong demand trends, and generally better execution across the board. Jordan sits 2-3% higher than consensus EPS estimates for FY26/FY27.
Its segments include:
The Beef segment includes operations related to processing live-fed cattle and fabricating dressed beef carcasses into primal and sub-primal meat cuts and case-ready products. The Pork segment includes operations related to processing live market hogs and fabricating pork carcasses into primal and sub-primal cuts and case-ready products. The Chicken segment includes domestic operations for raising and processing live chickens, purchasing raw materials for fresh, frozen, and value-added chicken products, and selling specialty products. The Prepared Foods segment includes operations for manufacturing and marketing frozen and refrigerated food products, as well as logistics to move products through the supply chain. The Goldman Sachs target price is $81. That represents a strong 33% gain.
NEW YORK, March 13, 2026 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the first quarter of 2026.
This quarter, there are constituent changes within two of our indexes: KBW Nasdaq Bank Index (Index Ticker: BKX, ETF Ticker: KBWB), and KBW Nasdaq Regional Banking Index (Index Ticker: KRX)
These changes will be effective prior to the opening of business on Monday, March 23, 2026.
As part of this rebalancing, below are the component-level changes across impacted indices:
KBW Nasdaq Bank Index (Index Ticker: KBW, ETF Ticker: KBWB)
Add (1): Pinnacle Financial Partners, Inc. (NYSE: PNFP) KBW Nasdaq Regional Banking Index (Index Ticker: KRX)
Add (2): Nicolet Bankshares, Inc. (NYSE: NIC) Seacoast Banking Corporation of Florida (Nasdaq: SBCF) Drop (1): Pinnacle Financial Partners, Inc. (NYSE: PNFP) Several of the KBW Nasdaq indexes have tradable exchange‐traded funds licensed: KBW Nasdaq Bank Index (Index Ticker: BKXSM, ETF Ticker: KBWBSM); KBW Nasdaq Capital Markets Index (Index Ticker: KSXSM); KBW Nasdaq Insurance Index (Index Ticker: KIXSM); KBW Nasdaq Regional Banking Index (Index Ticker: KRXSM); KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDXSM, ETF Ticker: KBWDSM); KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYXSM, ETF Ticker: KBWYSM); KBW Nasdaq Property and Casualty Insurance Index (Index Ticker: KPXSM, ETF Ticker: KBWPSM); KBW Nasdaq Global Bank Index (Index Ticker: GBKXSM); KBW Nasdaq Financial Technology Index (Index Ticker: KFTXSM, ETF Ticker: FTEK.LNSM).
Not all of the listed securities may be suitable for retail investors; in addition, not all of the listed securities may be available to U.S. investors. European investors interested in FTEK LN can contact Invesco at https://etf.invesco.com/gb/private/en/product/invesco-kbw-nasdaq-fintech-ucits-etf-acc/trading-information. U.S. investors cannot buy or hold FTEK LN. An investor cannot invest directly in an index.
About KBW
KBW (Keefe, Bruyette & Woods, Inc., operating in the U.S., and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel company. Over the years, KBW has established itself as a leading independent authority in the banking, insurance, brokerage, asset management, mortgage banking and specialty finance sectors. Founded in 1962, the firm maintains industry‐leading positions in the areas of research, corporate finance, mergers and acquisitions as well as sales and trading in equities securities of financial services companies.
STUART, Fla.--(BUSINESS WIRE)--Seacoast Banking Corporation of Florida (“Seacoast”) (NASDAQ: SBCF) announced today that it has appointed Michael (“Mike”) E. Griffin, Kathleen (“Kathy”) B. Kay and Randolph (“Randy”) A. Moore, III, to the Board of Directors of both the company and its bank subsidiary, Seacoast National Bank (“Seacoast Bank”). “During the first quarter of 2026, we proactively refreshed our Board to align its capabilities with Seacoast's strategic priorities and to prepare for anti.
National Bankshares (NASDAQ:NKSH – Get Free Report) and Seacoast Banking Corporation of Florida (NASDAQ:SBCF – Get Free Report) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, risk, earnings, dividends, analyst recommendations, institutional ownership and valuation.
Valuation & Earnings This table compares National Bankshares and Seacoast Banking Corporation of Florida”s revenue, earnings per share (EPS) and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio National Bankshares $55.56 million 4.17 $15.83 million $2.48 14.68 Seacoast Banking Corporation of Florida $652.63 million 4.55 $144.88 million $1.60 18.93 Seacoast Banking Corporation of Florida has higher revenue and earnings than National Bankshares. National Bankshares is trading at a lower price-to-earnings ratio than Seacoast Banking Corporation of Florida, indicating that it is currently the more affordable of the two stocks.
Risk & Volatility National Bankshares has a beta of 0.7, indicating that its stock price is 30% less volatile than the S&P 500. Comparatively, Seacoast Banking Corporation of Florida has a beta of 0.92, indicating that its stock price is 8% less volatile than the S&P 500.
Dividends National Bankshares pays an annual dividend of $1.56 per share and has a dividend yield of 4.3%. Seacoast Banking Corporation of Florida pays an annual dividend of $0.76 per share and has a dividend yield of 2.5%. National Bankshares pays out 62.9% of its earnings in the form of a dividend. Seacoast Banking Corporation of Florida pays out 47.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Seacoast Banking Corporation of Florida has increased its dividend for 4 consecutive years.
Insider and Institutional Ownership 29.7% of National Bankshares shares are owned by institutional investors. Comparatively, 81.8% of Seacoast Banking Corporation of Florida shares are owned by institutional investors. 3.2% of National Bankshares shares are owned by insiders. Comparatively, 1.6% of Seacoast Banking Corporation of Florida shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.
Analyst Ratings This is a breakdown of recent ratings and target prices for National Bankshares and Seacoast Banking Corporation of Florida, as provided by MarketBeat.com.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score National Bankshares 0 1 0 0 2.00 Seacoast Banking Corporation of Florida 0 4 3 0 2.43 Seacoast Banking Corporation of Florida has a consensus price target of $31.90, suggesting a potential upside of 5.32%. Given Seacoast Banking Corporation of Florida’s stronger consensus rating and higher possible upside, analysts plainly believe Seacoast Banking Corporation of Florida is more favorable than National Bankshares.
Profitability This table compares National Bankshares and Seacoast Banking Corporation of Florida’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets National Bankshares 18.55% 9.59% 0.92% Seacoast Banking Corporation of Florida 15.47% 7.07% 0.98% Summary Seacoast Banking Corporation of Florida beats National Bankshares on 12 of the 17 factors compared between the two stocks.
About National Bankshares (Get Free Report)
National Bankshares, Inc. operates as the bank holding company for the National Bank of Blacksburg that provides retail and commercial banking products and services to individuals, businesses, non-profits, and local governments. The company accepts interest-bearing and non-interest-bearing demand deposit accounts, money market deposit accounts, savings accounts, certificates of deposit, health savings accounts, and individual retirement accounts. Its loan products include commercial and agricultural, commercial real estate, residential real estate, home equity, and various consumer loan products, as well as loans for the construction of commercial and residential properties. The company also provides business and consumer debit and credit cards; letters of credit, night depository services, safe deposit boxes, utility payment services, and automatic funds transfer; wealth management, trust, and estate services; non-deposit investment and insurance products; and telephone, mobile, and Internet banking services. The company was founded in 1891 and is headquartered in Blacksburg, Virginia.
About Seacoast Banking Corporation of Florida (Get Free Report)
Seacoast Banking Corp. of Florida is a financial holding company, which engages in the provision of integrated financial services. It provides banking and investment services to businesses and consumers, including personal and business deposit products, Internet and mobile banking, personal, commercial and mortgage loans, wealth management services, and treasury management solutions. The company was founded in 1983 and is headquartered in Stuart, FL.
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STUART, Fla.--(BUSINESS WIRE)--Seacoast Banking Corporation of Florida (NASDAQ: SBCF), a bank holding company whose operating entity is Seacoast Bank, today announced it will release first quarter 2026 results on April 28th, after the market closes. Upon release, investors may access a copy of Seacoast’s earnings results at the company’s website www.SeacoastBanking.com on the home page by selecting “Press Releases” under the heading “News/Events.”
Seacoast will host a conference call April 29th at 10:00 a.m. Eastern Time, to discuss the first quarter 2026 earnings results and business trends. Investors may call in (toll-free) by dialing (800) 715-9871 (Conference ID: 4307965). Charts will be used during the conference call and may be accessed at Seacoast’s website at www.SeacoastBanking.com by selecting “Presentations” under the heading “News/Events.” Additionally, a recording of the call will be made available to individuals shortly after the conference call and can be accessed via a link at www.SeacoastBanking.com under the heading “Corporate Information.” The recording will be available for one year.
About Seacoast Banking Corporation of Florida (NASDAQ: SBCF)
Seacoast Banking Corporation of Florida is one of the largest community banks headquartered in Florida with approximately $20.8 billion in assets and $16.3 billion in deposits as of December 31, 2025. Seacoast provides integrated financial services including commercial and consumer banking, wealth management, and mortgage and insurance services to customers at 104 full-service branches across Florida and Georgia, and through advanced mobile and online banking solutions. Seacoast National Bank is the wholly-owned subsidiary bank of Seacoast Banking Corporation of Florida. 19 branches recently acquired in The Villages® community and in North Central Florida will operate under the name Citizens First Bank until Seacoast’s system conversion takes place in the third quarter of 2026. For more information about Seacoast, visit www.SeacoastBanking.com.
More News From Seacoast Banking Corporation of Florida
Toth Financial Advisory Corp lifted its position in shares of Seacoast Banking Corporation of Florida (NASDAQ:SBCF – Free Report) by 326.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,750 shares of the financial services provider’s stock after buying an additional 21,250 shares during the period. Toth Financial Advisory Corp’s holdings in Seacoast Banking Corporation of Florida were worth $872,000 at the end of the most recent quarter.
A number of other large investors have also recently bought and sold shares of the company. Royal Bank of Canada raised its holdings in shares of Seacoast Banking Corporation of Florida by 41.5% in the first quarter. Royal Bank of Canada now owns 107,951 shares of the financial services provider’s stock valued at $2,777,000 after purchasing an additional 31,636 shares during the last quarter. AQR Capital Management LLC grew its position in Seacoast Banking Corporation of Florida by 123.4% in the first quarter. AQR Capital Management LLC now owns 82,889 shares of the financial services provider’s stock valued at $2,133,000 after purchasing an additional 45,792 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in Seacoast Banking Corporation of Florida by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 50,255 shares of the financial services provider’s stock valued at $1,293,000 after purchasing an additional 2,187 shares in the last quarter. Jane Street Group LLC acquired a new stake in Seacoast Banking Corporation of Florida in the 1st quarter valued at $4,817,000. Finally, Cetera Investment Advisers increased its stake in Seacoast Banking Corporation of Florida by 4.2% in the 2nd quarter. Cetera Investment Advisers now owns 12,724 shares of the financial services provider’s stock valued at $351,000 after buying an additional 513 shares during the last quarter. Institutional investors and hedge funds own 81.77% of the company’s stock.
Seacoast Banking Corporation of Florida Stock Performance Shares of Seacoast Banking Corporation of Florida stock opened at $30.47 on Friday. The company has a 50 day moving average of $31.91 and a 200-day moving average of $31.62. Seacoast Banking Corporation of Florida has a 1-year low of $21.36 and a 1-year high of $35.55. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 0.35. The company has a market cap of $2.98 billion, a PE ratio of 19.04 and a beta of 0.91.
Seacoast Banking Corporation of Florida (NASDAQ:SBCF – Get Free Report) last released its earnings results on Thursday, January 29th. The financial services provider reported $0.44 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.51 by ($0.07). The business had revenue of $204.80 million during the quarter, compared to the consensus estimate of $201.25 million. Seacoast Banking Corporation of Florida had a net margin of 15.47% and a return on equity of 7.07%. The business’s revenue was up 53.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.48 EPS. As a group, equities research analysts forecast that Seacoast Banking Corporation of Florida will post 1.71 earnings per share for the current fiscal year.
Seacoast Banking Corporation of Florida Announces Dividend The company also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th were issued a $0.19 dividend. This represents a $0.76 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Friday, March 13th. Seacoast Banking Corporation of Florida’s dividend payout ratio is presently 47.50%.
Insiders Place Their Bets In related news, Director Maryann Goebel sold 3,419 shares of Seacoast Banking Corporation of Florida stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $34.23, for a total transaction of $117,032.37. Following the sale, the director directly owned 6,000 shares in the company, valued at $205,380. This trade represents a 36.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Joseph M. Forlenza sold 12,635 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $32.90, for a total transaction of $415,691.50. Following the sale, the executive vice president directly owned 42,392 shares in the company, valued at $1,394,696.80. The trade was a 22.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 29,752 shares of company stock worth $976,846. Company insiders own 1.60% of the company’s stock.
Wall Street Analyst Weigh In Several research analysts have recently weighed in on the stock. Keefe, Bruyette & Woods boosted their price objective on shares of Seacoast Banking Corporation of Florida from $36.00 to $38.00 and gave the stock an “outperform” rating in a research note on Monday, February 2nd. Zacks Research downgraded Seacoast Banking Corporation of Florida from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 29th. Finally, Weiss Ratings upgraded Seacoast Banking Corporation of Florida from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 23rd. Three equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, Seacoast Banking Corporation of Florida has a consensus rating of “Hold” and an average price target of $31.90.
Read Our Latest Report on SBCF
About Seacoast Banking Corporation of Florida (Free Report)
Seacoast Banking Corporation of Florida operates as a bank holding company through its principal subsidiary, Seacoast National Bank. Headquartered in Stuart, Florida, Seacoast National Bank provides a full range of commercial and retail banking services across the coastal region of Florida. Its network of branches serves customers from Martin County through Miami-Dade County, offering deposit accounts, lending solutions, cash management and payment services to individuals, small businesses and middle-market companies.
In addition to traditional banking, Seacoast offers specialized mortgage lending and wealth management services.
Featured Stories Five stocks we like better than Seacoast Banking Corporation of Florida Want to see what other hedge funds are holding SBCF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Seacoast Banking Corporation of Florida (NASDAQ:SBCF – Free Report).
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Aberdeen Group plc lowered its position in Seacoast Banking Corporation of Florida (NASDAQ:SBCF – Free Report) by 5.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 758,283 shares of the financial services provider’s stock after selling 45,978 shares during the quarter. Aberdeen Group plc owned about 0.78% of Seacoast Banking Corporation of Florida worth $23,825,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds have also added to or reduced their stakes in SBCF. Dakota Wealth Management acquired a new stake in Seacoast Banking Corporation of Florida in the fourth quarter worth about $204,000. SG Americas Securities LLC lifted its stake in shares of Seacoast Banking Corporation of Florida by 57.3% in the 4th quarter. SG Americas Securities LLC now owns 25,206 shares of the financial services provider’s stock worth $792,000 after acquiring an additional 9,185 shares during the period. Diversified Trust Co. bought a new position in shares of Seacoast Banking Corporation of Florida in the fourth quarter valued at approximately $203,000. Keyes Stange & Wooten Wealth Management LLC bought a new position in shares of Seacoast Banking Corporation of Florida in the third quarter valued at approximately $202,000. Finally, CIBC Bancorp USA Inc. acquired a new position in shares of Seacoast Banking Corporation of Florida during the third quarter valued at approximately $276,000. 81.77% of the stock is owned by institutional investors.
Insider Transactions at Seacoast Banking Corporation of Florida In other Seacoast Banking Corporation of Florida news, EVP Joseph M. Forlenza sold 12,635 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $32.90, for a total value of $415,691.50. Following the completion of the sale, the executive vice president directly owned 42,392 shares of the company’s stock, valued at $1,394,696.80. The trade was a 22.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Maryann Goebel sold 3,419 shares of the stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $34.23, for a total transaction of $117,032.37. Following the transaction, the director directly owned 6,000 shares in the company, valued at $205,380. The trade was a 36.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 29,752 shares of company stock valued at $976,846. Insiders own 1.60% of the company’s stock.
Seacoast Banking Corporation of Florida Price Performance NASDAQ SBCF opened at $30.47 on Monday. The company has a debt-to-equity ratio of 0.35, a current ratio of 0.77 and a quick ratio of 0.77. The firm has a market capitalization of $2.98 billion, a price-to-earnings ratio of 19.04 and a beta of 0.91. The company has a 50 day simple moving average of $31.91 and a 200-day simple moving average of $31.63. Seacoast Banking Corporation of Florida has a 52-week low of $21.36 and a 52-week high of $35.55.
Seacoast Banking Corporation of Florida (NASDAQ:SBCF – Get Free Report) last announced its quarterly earnings data on Thursday, January 29th. The financial services provider reported $0.44 EPS for the quarter, missing analysts’ consensus estimates of $0.51 by ($0.07). The company had revenue of $204.80 million for the quarter, compared to analysts’ expectations of $201.25 million. Seacoast Banking Corporation of Florida had a net margin of 15.47% and a return on equity of 7.07%. The business’s revenue for the quarter was up 53.0% on a year-over-year basis. During the same period in the previous year, the firm posted $0.48 earnings per share. Equities research analysts predict that Seacoast Banking Corporation of Florida will post 1.71 earnings per share for the current fiscal year.
Seacoast Banking Corporation of Florida Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th were paid a $0.19 dividend. The ex-dividend date was Friday, March 13th. This represents a $0.76 dividend on an annualized basis and a yield of 2.5%. Seacoast Banking Corporation of Florida’s payout ratio is 47.50%.
Analyst Upgrades and Downgrades SBCF has been the subject of several research reports. Keefe, Bruyette & Woods raised their target price on Seacoast Banking Corporation of Florida from $36.00 to $38.00 and gave the company an “outperform” rating in a research note on Monday, February 2nd. Weiss Ratings upgraded shares of Seacoast Banking Corporation of Florida from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. Finally, Zacks Research downgraded shares of Seacoast Banking Corporation of Florida from a “strong-buy” rating to a “hold” rating in a report on Monday, December 29th. Three research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $31.90.
Read Our Latest Stock Analysis on SBCF
Seacoast Banking Corporation of Florida Company Profile (Free Report)
Seacoast Banking Corporation of Florida operates as a bank holding company through its principal subsidiary, Seacoast National Bank. Headquartered in Stuart, Florida, Seacoast National Bank provides a full range of commercial and retail banking services across the coastal region of Florida. Its network of branches serves customers from Martin County through Miami-Dade County, offering deposit accounts, lending solutions, cash management and payment services to individuals, small businesses and middle-market companies.
In addition to traditional banking, Seacoast offers specialized mortgage lending and wealth management services.
Featured Articles Five stocks we like better than Seacoast Banking Corporation of Florida Want to see what other hedge funds are holding SBCF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Seacoast Banking Corporation of Florida (NASDAQ:SBCF – Free Report).
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Third Coast Bancshares (NASDAQ:TCBX – Get Free Report) and Seacoast Banking Corporation of Florida (NASDAQ:SBCF – Get Free Report) are both finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their risk, dividends, profitability, valuation, analyst recommendations, institutional ownership and earnings.
Analyst Ratings This is a summary of recent recommendations and price targets for Third Coast Bancshares and Seacoast Banking Corporation of Florida, as provided by MarketBeat.com.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Third Coast Bancshares 0 2 3 0 2.60 Seacoast Banking Corporation of Florida 0 4 3 0 2.43 Third Coast Bancshares presently has a consensus target price of $45.33, suggesting a potential upside of 8.63%. Seacoast Banking Corporation of Florida has a consensus target price of $31.90, suggesting a potential downside of 2.36%. Given Third Coast Bancshares’ stronger consensus rating and higher probable upside, equities research analysts plainly believe Third Coast Bancshares is more favorable than Seacoast Banking Corporation of Florida.
Profitability This table compares Third Coast Bancshares and Seacoast Banking Corporation of Florida’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Third Coast Bancshares 16.30% 12.05% 1.17% Seacoast Banking Corporation of Florida 15.47% 7.07% 0.98% Valuation & Earnings This table compares Third Coast Bancshares and Seacoast Banking Corporation of Florida”s top-line revenue, earnings per share (EPS) and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Third Coast Bancshares $207.74 million 3.31 $47.67 million $3.79 11.01 Seacoast Banking Corporation of Florida $935.52 million 3.41 $144.88 million $1.60 20.42 Seacoast Banking Corporation of Florida has higher revenue and earnings than Third Coast Bancshares. Third Coast Bancshares is trading at a lower price-to-earnings ratio than Seacoast Banking Corporation of Florida, indicating that it is currently the more affordable of the two stocks.
Dividends Third Coast Bancshares pays an annual dividend of $16.87 per share and has a dividend yield of 40.4%. Seacoast Banking Corporation of Florida pays an annual dividend of $0.76 per share and has a dividend yield of 2.3%. Third Coast Bancshares pays out 445.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Seacoast Banking Corporation of Florida pays out 47.5% of its earnings in the form of a dividend. Seacoast Banking Corporation of Florida has increased its dividend for 4 consecutive years.
Insider and Institutional Ownership 36.9% of Third Coast Bancshares shares are held by institutional investors. Comparatively, 81.8% of Seacoast Banking Corporation of Florida shares are held by institutional investors. 10.3% of Third Coast Bancshares shares are held by company insiders. Comparatively, 1.5% of Seacoast Banking Corporation of Florida shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.
Volatility & Risk Third Coast Bancshares has a beta of 0.42, suggesting that its stock price is 58% less volatile than the S&P 500. Comparatively, Seacoast Banking Corporation of Florida has a beta of 0.91, suggesting that its stock price is 9% less volatile than the S&P 500.
About Third Coast Bancshares (Get Free Report)
Third Coast Bancshares, Inc. operates as a bank holding company for Third Coast Bank, SSB that provides various commercial banking solutions to small and medium-sized businesses, and professionals. The company's deposit products include checking, savings, individual retirement, and money market accounts, as well as certificates of deposit. It also offers commercial and industrial loans, equipment loans, working capital lines of credit, guaranteed loans, auto finance, letters of credit, commercial and residential real estate, and construction, development, and other loans. In addition, the company provides retail and commercial online banking platforms, mobile banking apps, mortgage, treasury management solutions, merchant card services, and customer digital solutions, as well as debit and credit cards. Third Coast Bancshares, Inc. was founded in 2008 and is headquartered in Humble, Texas.
About Seacoast Banking Corporation of Florida (Get Free Report)
Seacoast Banking Corp. of Florida is a financial holding company, which engages in the provision of integrated financial services. It provides banking and investment services to businesses and consumers, including personal and business deposit products, Internet and mobile banking, personal, commercial and mortgage loans, wealth management services, and treasury management solutions. The company was founded in 1983 and is headquartered in Stuart, FL.
Receive News & Ratings for Third Coast Bancshares Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Third Coast Bancshares and related companies with MarketBeat.com's FREE daily email newsletter.
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The market expects Seacoast Banking (SBCF - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on April 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis holding company for Seacoast National Bank is expected to post quarterly earnings of $0.58 per share in its upcoming report, which represents a year-over-year change of +52.6%.
Revenues are expected to be $206.4 million, up 46.7% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.54% lower over the last 30 days to the current level. 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 Seacoast Banking?For Seacoast Banking, 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 +1.14%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Seacoast Banking 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 Seacoast Banking would post earnings of $0.51 per share when it actually produced earnings of $0.44, delivering a surprise of -13.73%.
Over the last four quarters, the company has beaten consensus EPS estimates two 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.
Seacoast Banking 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.
An Industry Player's Expected ResultsAmong the stocks in the Zacks Banks - Southeast industry, HomeTrust Bancshares (HTB - Free Report) , is soon expected to post earnings of $0.82 per share for the quarter ended March 2026. This estimate indicates a year-over-year change of -2.4%. This quarter's revenue is expected to be $52.13 million, up 2.4% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for HomeTrust Bancshares has been revised 1.8% down to the current level. Nevertheless, the company now has an Earnings ESP of +3.07%, reflecting a higher Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #4 (Sell), makes it difficult to conclusively predict that HomeTrust Bancshares will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
STUART, Fla.--(BUSINESS WIRE)--Seacoast Banking Corporation of Florida (“Seacoast”) (NASDAQ: SBCF) announced that on April 23, 2026, its Board of Directors declared a quarterly cash dividend of $0.19 per common share, and a quarterly cash dividend of $0.19 per 1/1000th share of Seacoast's Series A Non-Voting Preferred Stock. The common stock and preferred stock dividends are payable on June 30, 2026 to common shareholders of record at the close of business on June 15, 2026. About Seacoast Banki.
Seacoast Banking Corporation of Florida (NASDAQ:SBCF – Get Free Report) has been given a consensus rating of “Hold” by the seven research firms that are currently covering the stock, MarketBeat reports. Four research analysts have rated the stock with a hold recommendation and three have issued a buy recommendation on the company. The average twelve-month target price among analysts that have covered the stock in the last year is $31.90.
A number of equities analysts have recently weighed in on the company. Keefe, Bruyette & Woods increased their target price on Seacoast Banking Corporation of Florida from $36.00 to $38.00 and gave the stock an “outperform” rating in a research note on Monday, February 2nd. Zacks Research lowered Seacoast Banking Corporation of Florida from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. Finally, Weiss Ratings upgraded Seacoast Banking Corporation of Florida from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 23rd.
Check Out Our Latest Analysis on SBCF
Insider Buying and Selling at Seacoast Banking Corporation of Florida In related news, Director Dennis S. Hudson III sold 8,000 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $31.34, for a total transaction of $250,720.00. Following the sale, the director owned 236,854 shares of the company’s stock, valued at $7,423,004.36. This represents a 3.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Joseph M. Forlenza sold 12,635 shares of the firm’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $32.90, for a total value of $415,691.50. Following the completion of the sale, the executive vice president directly owned 42,392 shares in the company, valued at approximately $1,394,696.80. This represents a 22.96% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 29,752 shares of company stock valued at $976,846 over the last ninety days. 1.50% of the stock is owned by corporate insiders.
Institutional Inflows and Outflows A number of large investors have recently modified their holdings of SBCF. Wellington Management Group LLP lifted its stake in shares of Seacoast Banking Corporation of Florida by 58.6% in the 3rd quarter. Wellington Management Group LLP now owns 5,482,250 shares of the financial services provider’s stock valued at $166,825,000 after acquiring an additional 2,025,988 shares during the last quarter. North Reef Capital Management LP lifted its stake in shares of Seacoast Banking Corporation of Florida by 16.8% in the 4th quarter. North Reef Capital Management LP now owns 5,832,075 shares of the financial services provider’s stock valued at $183,244,000 after acquiring an additional 837,075 shares during the last quarter. Tributary Capital Management LLC lifted its stake in shares of Seacoast Banking Corporation of Florida by 99.4% in the 3rd quarter. Tributary Capital Management LLC now owns 1,459,462 shares of the financial services provider’s stock valued at $44,411,000 after acquiring an additional 727,428 shares during the last quarter. Vanguard Group Inc. lifted its stake in shares of Seacoast Banking Corporation of Florida by 11.1% in the 4th quarter. Vanguard Group Inc. now owns 7,088,869 shares of the financial services provider’s stock valued at $222,732,000 after acquiring an additional 705,554 shares during the last quarter. Finally, Verition Fund Management LLC bought a new position in shares of Seacoast Banking Corporation of Florida in the 3rd quarter valued at $14,865,000. 81.77% of the stock is currently owned by institutional investors.
Seacoast Banking Corporation of Florida Stock Down 0.1% SBCF stock opened at $32.02 on Friday. Seacoast Banking Corporation of Florida has a fifty-two week low of $22.22 and a fifty-two week high of $35.55. The stock has a market capitalization of $3.13 billion, a P/E ratio of 20.01 and a beta of 0.91. The company has a debt-to-equity ratio of 0.35, a current ratio of 0.77 and a quick ratio of 0.77. The business has a 50-day moving average of $31.38 and a 200-day moving average of $31.76.
Seacoast Banking Corporation of Florida (NASDAQ:SBCF – Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The financial services provider reported $0.44 EPS for the quarter, missing the consensus estimate of $0.51 by ($0.07). The company had revenue of $204.80 million for the quarter, compared to analyst estimates of $201.25 million. Seacoast Banking Corporation of Florida had a net margin of 15.47% and a return on equity of 7.07%. The business’s revenue for the quarter was up 53.0% on a year-over-year basis. During the same period last year, the company posted $0.48 earnings per share. On average, sell-side analysts anticipate that Seacoast Banking Corporation of Florida will post 2.53 earnings per share for the current fiscal year.
About Seacoast Banking Corporation of Florida (Get Free Report)
Seacoast Banking Corporation of Florida operates as a bank holding company through its principal subsidiary, Seacoast National Bank. Headquartered in Stuart, Florida, Seacoast National Bank provides a full range of commercial and retail banking services across the coastal region of Florida. Its network of branches serves customers from Martin County through Miami-Dade County, offering deposit accounts, lending solutions, cash management and payment services to individuals, small businesses and middle-market companies.
In addition to traditional banking, Seacoast offers specialized mortgage lending and wealth management services.
See Also Five stocks we like better than Seacoast Banking Corporation of Florida
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STUART, Fla.--(BUSINESS WIRE)--Seacoast Banking Corporation of Florida ("Seacoast" or the "Company") (NASDAQ: SBCF) today reported unaudited results of operations and other financial information for the first quarter of 2026. First Quarter 2026 Highlights Net income of $31.9 million included a $39.5 million loss from a strategic repositioning of available-for-sale securities executed in January 2026. This action involved selling approximately $277.0 million in low-yielding securities and reinve.
Seacoast Banking (SBCF - Free Report) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +6.44%. A quarter ago, it was expected that this holding company for Seacoast National Bank would post earnings of $0.51 per share when it actually produced earnings of $0.44, delivering a surprise of -13.73%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Seacoast Banking, which belongs to the Zacks Banks - Southeast industry, posted revenues of $205.07 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.8%. This compares to year-ago revenues of $140.7 million. The company has topped consensus revenue estimates three 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.
Seacoast Banking shares have added about 0.7% since the beginning of the year versus the S&P 500's gain of 4.8%.
What's Next for Seacoast Banking?While Seacoast Banking has underperformed 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 Seacoast Banking 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 $0.62 on $211.5 million in revenues for the coming quarter and $2.53 on $854.44 million 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, Banks - Southeast is currently in the top 25% 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.
Another stock from the broader Zacks Finance sector, PennyMac Financial (PFSI - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 5.
This mortgage banking and investment management company is expected to post quarterly earnings of $2.05 per share in its upcoming report, which represents a year-over-year change of +44.4%. The consensus EPS estimate for the quarter has been revised 3.2% lower over the last 30 days to the current level.
PennyMac Financial's revenues are expected to be $556.67 million, up 29.2% from the year-ago quarter.
For the quarter ended March 2026, Seacoast Banking (SBCF - Free Report) reported revenue of $205.07 million, up 45.8% over the same period last year. EPS came in at $0.62, compared to $0.38 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $206.72 million, representing a surprise of -0.8%. The company delivered an EPS surprise of +6.44%, with the consensus EPS estimate being $0.58.
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 Seacoast Banking performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Efficiency Ratio: 59.5% compared to the 55.5% average estimate based on four analysts.Net Interest Margin: 3.8% versus 3.8% estimated by four analysts on average.Average Balance - Total Earning Assets: $18.86 billion versus $19.14 billion estimated by three analysts on average.Net charge-offs to average loans: 0.1% versus 0.2% estimated by three analysts on average.Total Nonperforming Assets: $99.28 million versus $77.69 million estimated by three analysts on average.Nonperforming loans: $95.03 million versus $73.5 million estimated by two analysts on average.Net interest income - FTE: $178.15 million versus the four-analyst average estimate of $178.14 million.Total noninterest income: $26.91 million versus the three-analyst average estimate of $28.41 million.Net interest income: $176.47 million compared to the $177.27 million average estimate based on two analysts.View all Key Company Metrics for Seacoast Banking here>>>
Shares of Seacoast Banking have returned +7.4% 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.
WYOMISSING, Pa., April 01, 2026 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) announced today that the Company will release its 2026 first quarter financial results after the market close on Thursday, April 23, 2026. The Company will host a conference call at 10:00 a.m. ET on Friday, April 24, 2026.
During the conference call, Peter M. Carlino, Chairman and Chief Executive Officer, and senior management, will review the quarter’s results and performance, discuss recent events and conduct a question-and-answer period.
Webcast:
The conference call will be available in the Investor Relations section of the Company’s website at www.glpropinc.com. To listen to a live broadcast, go to the site at least 15 minutes prior to the scheduled start time in order to register, download and install any necessary audio software. A replay of the call will also be available for 90 days on the Company’s website.
To Participate in the Telephone Conference Call:
Dial in at least five minutes prior to start time.
Domestic: 1-877/407-0784
International: 1-201/689-8560
Conference Call Playback:
Domestic: 1-844/512-2921
International: 1-412/317-6671
Passcode: 13759777
The playback can be accessed through Friday, May 1, 2026.
About Gaming and Leisure Properties
GLPI is engaged in the business of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements, pursuant to which the tenant is responsible for all facility maintenance, insurance required in connection with the leased properties and the business conducted on the leased properties, taxes levied on or with respect to the leased properties and all utilities and other services necessary or appropriate for the leased properties and the business conducted on the leased properties.
Contact:
Gaming and Leisure Properties, Inc.
Carlo Santarelli, SVP - Corporate Strategy & Investor Relations
610-378-8232 [email protected]
Investor Relations
Joseph Jaffoni, Christin Armacost at JCIR
212-835-8500 [email protected]
Aspire Private Capital LLC lessened its stake in Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Free Report) by 72.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,809 shares of the real estate investment trust’s stock after selling 15,218 shares during the period. Aspire Private Capital LLC’s holdings in Gaming and Leisure Properties were worth $260,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Spire Wealth Management increased its position in shares of Gaming and Leisure Properties by 62.3% during the third quarter. Spire Wealth Management now owns 620 shares of the real estate investment trust’s stock worth $29,000 after acquiring an additional 238 shares during the period. MassMutual Private Wealth & Trust FSB grew its stake in Gaming and Leisure Properties by 89.3% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 655 shares of the real estate investment trust’s stock worth $31,000 after purchasing an additional 309 shares in the last quarter. Quent Capital LLC bought a new position in Gaming and Leisure Properties in the third quarter worth approximately $31,000. Bayforest Capital Ltd increased its holdings in Gaming and Leisure Properties by 412.1% during the 3rd quarter. Bayforest Capital Ltd now owns 676 shares of the real estate investment trust’s stock worth $32,000 after purchasing an additional 544 shares during the period. Finally, Elevation Point Wealth Partners LLC purchased a new position in Gaming and Leisure Properties during the 2nd quarter worth $39,000. Institutional investors own 91.14% of the company’s stock.
Insider Activity In other news, CFO Desiree A. Burke sold 9,804 shares of the company’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $49.02, for a total transaction of $480,592.08. Following the transaction, the chief financial officer directly owned 128,352 shares of the company’s stock, valued at approximately $6,291,815.04. This represents a 7.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Steven Ladany sold 13,409 shares of the stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $45.04, for a total value of $603,941.36. Following the sale, the senior vice president owned 57,886 shares of the company’s stock, valued at approximately $2,607,185.44. This represents a 18.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 48,412 shares of company stock valued at $2,282,027 in the last ninety days. 4.26% of the stock is currently owned by insiders.
Analyst Upgrades and Downgrades GLPI has been the subject of several research reports. Stifel Nicolaus set a $48.50 target price on Gaming and Leisure Properties in a report on Thursday, February 12th. Barclays cut their price target on Gaming and Leisure Properties from $53.00 to $52.00 and set an “overweight” rating on the stock in a research note on Friday, March 13th. Royal Bank Of Canada upped their price objective on shares of Gaming and Leisure Properties from $53.00 to $54.00 and gave the stock an “outperform” rating in a research note on Monday, February 23rd. UBS Group reiterated a “buy” rating on shares of Gaming and Leisure Properties in a report on Thursday, January 8th. Finally, Scotiabank raised their target price on shares of Gaming and Leisure Properties from $48.00 to $50.00 and gave the company a “sector perform” rating in a research report on Tuesday, March 10th. Six equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $52.32.
Get Our Latest Report on GLPI
Gaming and Leisure Properties Trading Up 0.2% Shares of NASDAQ:GLPI opened at $44.42 on Friday. Gaming and Leisure Properties, Inc. has a 12-month low of $41.17 and a 12-month high of $50.89. The business’s fifty day simple moving average is $46.63 and its 200-day simple moving average is $45.42. The company has a market capitalization of $12.58 billion, a PE ratio of 15.26, a P/E/G ratio of 1.97 and a beta of 0.68. The company has a current ratio of 3.84, a quick ratio of 3.84 and a debt-to-equity ratio of 1.45.
Gaming and Leisure Properties (NASDAQ:GLPI – Get Free Report) last released its quarterly earnings results on Thursday, February 19th. The real estate investment trust reported $0.99 EPS for the quarter, topping the consensus estimate of $0.98 by $0.01. Gaming and Leisure Properties had a return on equity of 17.10% and a net margin of 52.24%.The firm had revenue of $407.03 million during the quarter, compared to analyst estimates of $406.02 million. During the same period in the previous year, the company posted $0.95 EPS. The business’s revenue for the quarter was up 4.5% compared to the same quarter last year. Gaming and Leisure Properties has set its FY 2026 guidance at 4.060-4.110 EPS. As a group, equities research analysts predict that Gaming and Leisure Properties, Inc. will post 3.81 earnings per share for the current fiscal year.
Gaming and Leisure Properties Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Friday, March 13th were given a dividend of $0.78 per share. The ex-dividend date of this dividend was Friday, March 13th. This represents a $3.12 dividend on an annualized basis and a yield of 7.0%. Gaming and Leisure Properties’s dividend payout ratio is presently 107.22%.
Gaming and Leisure Properties Profile (Free Report)
Gaming and Leisure Properties, Inc (NASDAQ: GLPI) is a real estate investment trust (REIT) specializing in the ownership and management of gaming and entertainment properties. Established in 2013 as a spin-off from Penn National Gaming, the company was designed to acquire and hold real estate assets associated with casinos, racetracks and other gaming facilities, while leasing those assets back to operating partners under long-term, triple-net lease agreements.
The company’s core activities involve identifying attractive gaming real estate, structuring lease agreements that align tenant incentives with property performance, and actively managing its portfolio to enhance asset value.
See Also Five stocks we like better than Gaming and Leisure Properties Want to see what other hedge funds are holding GLPI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Free Report).
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This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.26%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.
These are companies saying that they are going to make more money in the year ahead in the face of everything that is happening around the globe.
Let’s review six upcoming dividend raises—stocks paying up to 7.2% today!—dished by companies with the audacity to continue collecting cash regardless of what the world has in store for them.
“Frontrunning” these announcements, by the way, can be an excellent way to generate returns. As these dividends pop they will act like “magnets” pulling these associated stock prices higher. Post-raise we’ll often see that the current yields are unchanged. Why? Because the stock already rallied in tandem with the payout hike.
6 Dividend Raises To Watch For In The Next Few WeeksNasdaq (NDAQ)
Dividend Yield: 1.3%
2025 Increase: 12.5%
Projected Q2 Distribution Announcement: Late April
Nasdaq (NDAQ) is the eponymous company behind the Nasdaq Stock Market exchange and the Nasdaq Composite index—and quite a bit more that most investors might not know. It also operates the Philadelphia and Boston stock exchanges, as well as seven European stock exchanges. And it’s the name behind Verafin (financial crime management solutions), AxiomSL (risk data management and regulatory reporting), and Calypso (capital markets and treasury solutions).
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Despite being all of the above and more, NDAQ’s performance over the very long term has looked mighty similar to its tech-heavy market index—which is, to say, outstanding. That success finally translated into a dividend starting in 2012.
NDAQ Dividend Magnet
Ycharts
That dividend growth has largely been brisk, and included a 12.5% boost a year ago, to 27 cents per share quarterly. That amounts to less than 30% of Nasdaq’s projected profits for this year—plenty of runway to keep the pedal down should it raise again, which based on past announcements would happen sometime in late April.
The 1.3% yield isn’t much to look at, but that’s largely because of the aforementioned stock success. But it’s relatively elevated currently thanks to a double-digit decline in 2026, courtesy of the AI-linked clobbering of software stocks this year. NDAQ might have been thrown out with the bathwater. The Nasdaq is working on launching 23/5 stock trading, tokenizing markets, adding daily expirations for single-stock options, and more—and is looking to incorporate artificial intelligence into its own solutions. All of this led the company to raise its medium-term Solutions guidance from 8%-11% average annual growth to 9%-12% growth while keeping its expense forecast level.
Synchrony Financial (SYF)
Dividend Yield: 1.8%
2025 Increase: 20.0%
Projected Q2 Distribution Announcement: Late April
Synchrony Financial (SYF) is a credit company that’s happy to work in the limelight. Once a subsidiary of General Electric (GE)’s GE Capital until its 2014 spinoff and initial public offering (IPO), Synchrony provides credit cards, commercial credit products and consumer installment loans.
It does virtually all of this under other brands: Perhaps most notable is the CareCredit health and wellness credit cards, but it also provides payments and financing solutions for companies including Walgreens (WBA), American Eagle (AEO), Dick’s Sporting Goods (DKS), Polaris (PII), and more.
Synchrony’s dividend has more than doubled over the past decade, but SYF is hardly a habitual dividend raiser. In fact, it failed to increase its distribution as recently as 2024; when it did in 2023, it did so in July. But its 2025 hike came in late April, so that’s where I’ll be looking for another potential hike.
SYF’s dividend history doesn’t really turn up any patterns, but there’s still reason to believe that any raise could be substantial.
SYF Dividend Magnet
Ycharts
For one, Synchrony is paying out just 13% of estimated 2026 earnings as cash distributions. SYF’s profits can be highly variable, so management is likely to keep a conservative payout ratio—but even then, the company has plenty more room to expand that dividend.
Also, most of Synchrony’s largest hikes have occurred in and around its most profitable years, and SYF is coming off a strong 2025 that admittedly saw modest growth but still produced elevated top and bottom lines near the top of its long-term range.
Victory Capital Holdings (VCTR)
Dividend Yield: 3.0%
2025 Increase: 4.2%
Projected Q2 Distribution Announcement: Early May
Victory Capital Holdings (VCTR) is an investment manager that provides specialized investment strategies to institutions, retirement platforms and individual investors.
Specifically, it offers mutual funds, ETFs, separately managed accounts, alternative investments, private funds, brokerage services and more. And it does so through a variety of brands it has picked up through its acquisitive history, including Integrity Asset Management (acquired through the purchase of Munder Capital Management) and WestEnd Advisors, among others. Perhaps most notable, though, is Victory Income Investors—the rebrand of USAA Asset Management Company, which it acquired in 2019.
VCTR was on the precipice of another blockbuster this year, making an $8.6 billion bid to acquire Janus Henderson in February, then sweetening the deal in March. But it ultimately withdrew, ceding Janus to a bid from Trian Fund Management and General Catalyst.
That’s not to say Victory is going to take all the cash earmarked for that acquisition and push it into the dividend—VCTR is a habitual buyer. But it is due.
I last looked at Victory Capital a year ago, and at the time, it was still in the midst of a yearslong streak of consecutive quarterly dividend hikes. It kept on that schedule for one more quarter … but the dividend has remained flat since then. That said, we’re nearing the one-year mark, and VCTR has never gone longer than a year without raising the payout.
The time to keep our eyes peeled is early May.
Paychex (PAYX)
Dividend Yield: 4.7%
2025 Increase: 10.2%
Projected Q2 Distribution Announcement: Early May
Paychex (PAYX) is one of the world’s largest payroll companies, operating not just in the U.S., but also Europe and India.
It’s best known for providing payroll processing, employee payment and payroll tax administration services, but it also offers employee benefit administration services, human resources (HR) support, insurance services, and more.
Paychex has a longstanding dividend dating back to 1988, with a long history of “good behavior” from a Dividend Magnet perspective.
PAYX Dividend Magnet
Ycharts
The drivers of this drop should be no surprise. As the job market goes, so goes Paychex, so investor fears of a “white-collar” recession have hammered PAYX shares.
Bottom-line growth did stall out in 2025, and in fact, earnings actually tapered off for the full year. But the top line continued to grow, and the company has still managed to exceed estimates over the past few quarters. Meanwhile, Wall Street is forecasting high-single-digit to low-double-digit earnings expansion for this year and next, so it’s possible the bear market in PAYX is more vibes than substance.
What’s more curious—and why I’ll be watching Paychex in early May, when it tends to announce its dividend increases—is its payout aggression. Last year, it hiked the dividend by a little over 10% … when doing so put its payout ratio above 85% based on 2025 estimates. It’s a little under 80% of 2026 targets, so a slowdown in payout growth would be a safe assumption anyways. But PAYX’s next dividend announcement could still tell us much about management’s confidence in the current employment environment.
Gaming and Leisure Properties (GLPI)
Dividend Yield: 7.0%
2025 Increase: 2.6%
Projected Q2 Distribution Announcement: Mid-May
Subscribers to my Hidden Yields service might be familiar with Gaming and Leisure Properties (GLPI)—a casino and gaming REIT with 71 assets under brands such as Caesars Entertainment (CZR), PENN Entertainment (PENN), Boyd Gaming (BYD), and more.
Gaming and Leisure Properties stands out from other gaming names in that it has extremely little exposure to the hub of American casinos, Las Vegas. Its only Vegas chip was the Tropicana—which Bally’s knocked down last year. (However, GLPI still owns the land, which now is the site of an under-construction stadium for Major League Baseball’s Athletics). Instead, its land is spread across 21 states, from New Mexico to Ohio to Rhode Island.
We held GLPI for a little more than a year between 2023 and 2024 before collecting a tidy profit. And despite selling just as the Fed started cutting its target rate (generally good for REITs), the stock—even including its sizable dividend—has been just under breakeven since then.
GLPI Dividend Magnet
Ycharts
GLPI’s portfolio is well-diversified in the gaming space, and the company added to it in February with the $700 million purchase of Bally’s Lincoln (Rhode Island), which could offer additional growth. The dividend, meanwhile, is easily covered at 76% of adjusted funds from operations (AFFO) estimates.
We’ll likely see whether the REIT’s short five-year dividend-growth streak continues later this quarter, as its next dividend announcement should come in mid-May.
Global Partners LP (GLP)
Dividend Yield: 7.2%
2025 Increase: 5.0% (across four hikes)
Projected Q2 Distribution Announcement: Mid-April
If we drop the “I,” we get our final potential dividend raiser: Global Partners LP (GLP).
Global Partners LP is a smaller, niche energy midstream and downstream name that works in liquid energy terminals, fueling locations and “retail experiences.” It operates across five divisions: Commercial, which provides fuel to commercial and government customers; Wholesale, which delivers fuels to resale customers; Retail, which includes more than 300 convenience markets under the Alltown, Alltown Fresh, JiffyMart, and other brands; Terminals, which involves 55 owned and operated terminals; and Real Estate Ventures, which develops properties.
GLP is a brand that’s sure to feel at least some pinch—that is, rising fuel retail prices could hamper its Gasoline Distribution and Station Operations (GSDO), which likely were looking at a weak Q1 anyways given a worse-than-usual winter.
I’m curious to see whether a more difficult environment further slows an already decelerating dividend. Global Partners is a quarterly raiser, but the rate of growth has dwindled from 2 cents per quarter in 2023, to 1 cent in 2024, to half-cent hikes across 2025.
Also, any improvement upon what is already a 7%-plus yield is certainly a welcome one.
Brett Owens is Chief Investment Strategist for Contrarian Outlook. For more great income ideas, get your free copy his latest special report: How to Live off Huge Monthly Dividends (up to 8.2%) — Practically Forever.
Aberdeen Group plc grew its holdings in shares of Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Free Report) by 14.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 513,080 shares of the real estate investment trust’s stock after purchasing an additional 63,812 shares during the period. Aberdeen Group plc owned about 0.18% of Gaming and Leisure Properties worth $22,930,000 as of its most recent SEC filing.
Other hedge funds have also made changes to their positions in the company. Spire Wealth Management increased its position in shares of Gaming and Leisure Properties by 62.3% during the third quarter. Spire Wealth Management now owns 620 shares of the real estate investment trust’s stock worth $29,000 after acquiring an additional 238 shares during the period. MassMutual Private Wealth & Trust FSB lifted its stake in Gaming and Leisure Properties by 89.3% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 655 shares of the real estate investment trust’s stock worth $31,000 after acquiring an additional 309 shares during the last quarter. Quent Capital LLC purchased a new position in Gaming and Leisure Properties in the third quarter worth approximately $31,000. Bayforest Capital Ltd grew its holdings in Gaming and Leisure Properties by 412.1% during the 3rd quarter. Bayforest Capital Ltd now owns 676 shares of the real estate investment trust’s stock worth $32,000 after acquiring an additional 544 shares in the last quarter. Finally, True Wealth Design LLC raised its stake in Gaming and Leisure Properties by 238.3% in the fourth quarter. True Wealth Design LLC now owns 866 shares of the real estate investment trust’s stock valued at $39,000 after buying an additional 610 shares in the last quarter. Institutional investors and hedge funds own 91.14% of the company’s stock.
Wall Street Analyst Weigh In Several equities research analysts recently weighed in on the company. JPMorgan Chase & Co. upgraded Gaming and Leisure Properties from a “neutral” rating to an “overweight” rating and boosted their target price for the stock from $52.00 to $53.00 in a research note on Friday, December 12th. Weiss Ratings reiterated a “hold (c)” rating on shares of Gaming and Leisure Properties in a research note on Thursday, January 22nd. Stifel Nicolaus set a $48.50 price objective on shares of Gaming and Leisure Properties in a report on Thursday, February 12th. Royal Bank Of Canada boosted their price objective on shares of Gaming and Leisure Properties from $53.00 to $54.00 and gave the stock an “outperform” rating in a research report on Monday, February 23rd. Finally, Mizuho boosted their price target on shares of Gaming and Leisure Properties from $50.00 to $53.00 and gave the company an “outperform” rating in a research report on Wednesday, March 11th. Six equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $52.32.
Check Out Our Latest Stock Analysis on GLPI
Insiders Place Their Bets In related news, COO Brandon John Moore sold 16,884 shares of Gaming and Leisure Properties stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $48.05, for a total value of $811,276.20. Following the sale, the chief operating officer directly owned 257,874 shares in the company, valued at $12,390,845.70. The trade was a 6.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director E Scott Urdang sold 4,000 shares of the firm’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $47.37, for a total value of $189,480.00. Following the completion of the sale, the director directly owned 130,429 shares of the company’s stock, valued at approximately $6,178,421.73. This trade represents a 2.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 45,587 shares of company stock valued at $2,156,880 over the last 90 days. 4.26% of the stock is owned by corporate insiders.
Gaming and Leisure Properties Stock Performance Shares of Gaming and Leisure Properties stock opened at $44.42 on Monday. The firm’s fifty day simple moving average is $46.61 and its 200-day simple moving average is $45.37. The stock has a market capitalization of $12.58 billion, a price-to-earnings ratio of 15.26, a PEG ratio of 1.98 and a beta of 0.68. Gaming and Leisure Properties, Inc. has a 12 month low of $41.17 and a 12 month high of $50.89. The company has a debt-to-equity ratio of 1.45, a current ratio of 3.84 and a quick ratio of 3.84.
Gaming and Leisure Properties (NASDAQ:GLPI – Get Free Report) last released its quarterly earnings results on Thursday, February 19th. The real estate investment trust reported $0.99 EPS for the quarter, beating the consensus estimate of $0.98 by $0.01. Gaming and Leisure Properties had a net margin of 52.24% and a return on equity of 17.10%. The firm had revenue of $407.03 million during the quarter, compared to the consensus estimate of $406.02 million. During the same quarter in the prior year, the firm earned $0.95 EPS. Gaming and Leisure Properties’s revenue for the quarter was up 4.5% on a year-over-year basis. Gaming and Leisure Properties has set its FY 2026 guidance at 4.060-4.110 EPS. As a group, equities analysts forecast that Gaming and Leisure Properties, Inc. will post 3.81 earnings per share for the current year.
Gaming and Leisure Properties Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Friday, March 13th were issued a $0.78 dividend. This represents a $3.12 annualized dividend and a dividend yield of 7.0%. The ex-dividend date of this dividend was Friday, March 13th. Gaming and Leisure Properties’s dividend payout ratio (DPR) is currently 107.22%.
Gaming and Leisure Properties Company Profile (Free Report)
Gaming and Leisure Properties, Inc (NASDAQ: GLPI) is a real estate investment trust (REIT) specializing in the ownership and management of gaming and entertainment properties. Established in 2013 as a spin-off from Penn National Gaming, the company was designed to acquire and hold real estate assets associated with casinos, racetracks and other gaming facilities, while leasing those assets back to operating partners under long-term, triple-net lease agreements.
The company’s core activities involve identifying attractive gaming real estate, structuring lease agreements that align tenant incentives with property performance, and actively managing its portfolio to enhance asset value.
Featured Stories Five stocks we like better than Gaming and Leisure Properties Want to see what other hedge funds are holding GLPI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Free Report).
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Key Takeaways Intuit shows earnings acceleration, with projected EPS growth of 14.9% for the current year.ANI Pharmaceuticals posts 13.9% expected EPS growth, driven by its branded and generic drug portfolio.Gaming and Leisure Properties projects 4.6% EPS growth from its gaming real estate model. As April began, astute investors started looking for companies demonstrating steady earnings growth as a sign of solid profitability. However, even more impactful is earnings acceleration, which often serves as a stronger catalyst for driving stock prices higher. Studies indicate that the top-performing stocks typically exhibit earnings acceleration before their share prices begin to rise.
To that end, Intuit Inc. (INTU - Free Report) , ANI Pharmaceuticals, Inc. (ANIP - Free Report) and Gaming and Leisure Properties, Inc. (GLPI - Free Report) are showing strong earnings acceleration this month.
Understanding Earnings Acceleration Earnings acceleration is the incremental growth in a company’s earnings per share (EPS). In other words, if a company’s quarter-over-quarter earnings growth rate increases within a stipulated time frame, it can be called earnings acceleration.
In the case of earnings growth, you pay for something that is already reflected in the stock price. However, earnings acceleration helps identify stocks that haven’t yet caught investors' attention and, once secured, will invariably lead to a rally in share price. This is because earnings acceleration considers both the direction and magnitude of growth rates.
An increasing percentage of earnings growth means that the company is fundamentally sound and has been on the right track for a considerable period. Meanwhile, a sideways percentage of earnings growth indicates a period of consolidation or slowdown, while a decelerating percentage of earnings growth may drag prices down.
Screening Parameters Using Research Wizard:Look at stocks for which the last two quarter-over-quarter percentage EPS growth rates exceed the previous periods’ growth rates. The projected EPS growth rates for the upcoming quarter are expected to exceed those of prior periods.
EPS % Projected Growth (Q1)/(Q0) greater than EPS % Growth (Q0)/(Q-1): The projected growth rate for the current quarter (Q1) over the completed quarter (Q0) has to be greater than the growth rate from the completed quarter (Q0) over one quarter ago (Q-1).
EPS % Growth (Q0)/(Q-1) greater than EPS % Growth (Q-1)/(Q-2): The growth rate for the completed quarter (Q0) over one quarter ago (Q-1) has to be greater than the growth rate from one quarter ago (Q-1) over two quarters ago (Q-2).
EPS % Growth (Q-1)/(Q-2) greater than EPS % Growth (Q-2)/(Q-3): The growth rate from one quarter ago (Q-1) over two quarters ago (Q-2) has to be greater than the growth rate from two quarters ago (Q-2) over three quarters ago (Q-3).
In addition to this, we have added the following parameters:
Current Price greater than or equal to $5: This screens out low-priced stocks.
Average 20-day volume greater than or equal to 50,000: High trading volume implies that the stocks have adequate liquidity.
The above criteria narrowed the universe of around 7,735 stocks to only three. Here are the stocks:
IntuitIntuit offers financial management, payments, capital, compliance and marketing services in the United States. INTU’s expected earnings growth rate for the current year is 14.9%. Currently, the company has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
ANI Pharmaceuticals ANI Pharmaceuticals is a biopharmaceutical company that develops, manufactures, and markets branded and generic drugs in the U.S. and globally. ANIP’s expected earnings growth rate for the current year is 13.9%. Presently, the company has a Zacks Rank #2.
Gaming and Leisure Properties Gaming and Leisure Properties acquires, finances and owns real estate leased to gaming operators. GLPI’s expected earnings growth rate for the current year is 4.6%. Currently, the company has a Zacks Rank #2.
Realty Income and VICI Properties are highlighted as top net lease REITs with wide moats and attractive valuations. Net lease REITs benefit from long-term, predictable cash flows and cost-of-capital advantages, especially those with access to European debt markets. O trades at 15.1x P/AFFO (below its historical 17.7x), offers a 5.0% yield, and is forecasted for a 15% 12-month total return.
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Alpine Income (PINE - Free Report) or Gaming and Leisure Properties (GLPI - Free Report) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.
Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.
Both Alpine Income and Gaming and Leisure Properties have a Zacks Rank of #2 (Buy) right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that both of these companies have improving earnings outlooks. But this is just one factor that value investors are interested in.
Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.
Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.
PINE currently has a forward P/E ratio of 9.52, while GLPI has a forward P/E of 11.73. We also note that PINE has a PEG ratio of 1.36. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. GLPI currently has a PEG ratio of 2.08.
Another notable valuation metric for PINE is its P/B ratio of 1. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, GLPI has a P/B of 2.69.
These metrics, and several others, help PINE earn a Value grade of B, while GLPI has been given a Value grade of C.
Both PINE and GLPI are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that PINE is the superior value option right now.
Cwm LLC raised its holdings in Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Free Report) by 195.8% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 85,690 shares of the real estate investment trust’s stock after buying an additional 56,723 shares during the period. Cwm LLC’s holdings in Gaming and Leisure Properties were worth $3,829,000 at the end of the most recent quarter.
A number of other hedge funds also recently made changes to their positions in GLPI. Farther Finance Advisors LLC boosted its stake in shares of Gaming and Leisure Properties by 29.7% during the 4th quarter. Farther Finance Advisors LLC now owns 2,875 shares of the real estate investment trust’s stock worth $128,000 after acquiring an additional 658 shares during the period. Assetmark Inc. raised its stake in Gaming and Leisure Properties by 4.1% in the 4th quarter. Assetmark Inc. now owns 28,120 shares of the real estate investment trust’s stock valued at $1,257,000 after acquiring an additional 1,114 shares during the period. Smith Moore & CO. acquired a new stake in Gaming and Leisure Properties during the 4th quarter valued at $249,000. Bayhunt Capital LLC acquired a new stake in Gaming and Leisure Properties during the 4th quarter valued at $14,811,000. Finally, Sumitomo Mitsui Trust Group Inc. boosted its position in Gaming and Leisure Properties by 2.3% during the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,044,598 shares of the real estate investment trust’s stock worth $91,373,000 after purchasing an additional 46,024 shares during the period. 91.14% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes Several brokerages have recently weighed in on GLPI. UBS Group reissued a “buy” rating on shares of Gaming and Leisure Properties in a research report on Thursday, January 8th. Morgan Stanley lifted their target price on shares of Gaming and Leisure Properties from $52.00 to $53.00 and gave the stock an “equal weight” rating in a report on Wednesday, December 24th. Weiss Ratings reiterated a “hold (c)” rating on shares of Gaming and Leisure Properties in a research note on Thursday, January 22nd. Stifel Nicolaus set a $48.50 price target on shares of Gaming and Leisure Properties in a report on Thursday, February 12th. Finally, Mizuho raised their price objective on shares of Gaming and Leisure Properties from $50.00 to $53.00 and gave the stock an “outperform” rating in a research report on Wednesday, March 11th. Six equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, Gaming and Leisure Properties currently has a consensus rating of “Moderate Buy” and an average price target of $52.41.
Get Our Latest Report on Gaming and Leisure Properties
Insiders Place Their Bets In other Gaming and Leisure Properties news, CFO Desiree A. Burke sold 9,804 shares of the business’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $49.02, for a total value of $480,592.08. Following the completion of the sale, the chief financial officer owned 128,352 shares of the company’s stock, valued at $6,291,815.04. The trade was a 7.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, COO Brandon John Moore sold 16,884 shares of the stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $48.05, for a total transaction of $811,276.20. Following the transaction, the chief operating officer owned 257,874 shares in the company, valued at approximately $12,390,845.70. The trade was a 6.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 32,178 shares of company stock worth $1,552,938 in the last quarter. 4.26% of the stock is currently owned by corporate insiders.
Gaming and Leisure Properties Stock Performance Shares of NASDAQ GLPI opened at $46.12 on Thursday. The company has a debt-to-equity ratio of 1.45, a current ratio of 3.84 and a quick ratio of 3.84. The stock’s fifty day moving average price is $46.95 and its two-hundred day moving average price is $45.39. Gaming and Leisure Properties, Inc. has a one year low of $41.17 and a one year high of $50.31. The firm has a market cap of $13.06 billion, a price-to-earnings ratio of 15.85, a P/E/G ratio of 2.09 and a beta of 0.68.
Gaming and Leisure Properties (NASDAQ:GLPI – Get Free Report) last posted its earnings results on Thursday, February 19th. The real estate investment trust reported $0.99 earnings per share for the quarter, topping analysts’ consensus estimates of $0.98 by $0.01. The company had revenue of $407.03 million during the quarter, compared to the consensus estimate of $406.02 million. Gaming and Leisure Properties had a return on equity of 17.10% and a net margin of 52.24%.The company’s revenue was up 4.5% on a year-over-year basis. During the same quarter last year, the firm earned $0.95 earnings per share. Gaming and Leisure Properties has set its FY 2026 guidance at 4.060-4.110 EPS. On average, equities analysts forecast that Gaming and Leisure Properties, Inc. will post 3.98 EPS for the current year.
Gaming and Leisure Properties Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Friday, March 13th were paid a $0.78 dividend. The ex-dividend date was Friday, March 13th. This represents a $3.12 annualized dividend and a yield of 6.8%. Gaming and Leisure Properties’s payout ratio is 107.22%.
About Gaming and Leisure Properties (Free Report)
Gaming and Leisure Properties, Inc (NASDAQ: GLPI) is a real estate investment trust (REIT) specializing in the ownership and management of gaming and entertainment properties. Established in 2013 as a spin-off from Penn National Gaming, the company was designed to acquire and hold real estate assets associated with casinos, racetracks and other gaming facilities, while leasing those assets back to operating partners under long-term, triple-net lease agreements.
The company’s core activities involve identifying attractive gaming real estate, structuring lease agreements that align tenant incentives with property performance, and actively managing its portfolio to enhance asset value.
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Gaming and Leisure Properties (GLPI - Free Report) came out with quarterly funds from operations (FFO) of $1.02 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to FFO of $0.96 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an FFO surprise of +1.32%. A quarter ago, it was expected that this real estate investment trust would post FFO of $0.98 per share when it actually produced FFO of $0.99, delivering a surprise of +1.02%.
Over the last four quarters, the company has surpassed consensus FFO estimates three times.
Gaming and Leisure Properties, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $419.99 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.75%. This compares to year-ago revenues of $395.23 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.
Gaming and Leisure Properties shares have added about 3.2% since the beginning of the year versus the S&P 500's gain of 4.3%.
What's Next for Gaming and Leisure Properties?While Gaming and Leisure Properties has underperformed 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 FFO outlook. Not only does this include current consensus FFO 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 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 estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Gaming and Leisure Properties was favorable. 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 #2 (Buy) for the stock. So, the shares are expected to outperform 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 FFO estimate is $1.02 on $421.56 million in revenues for the coming quarter and $4.07 on $1.69 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, REIT and Equity Trust - Other is currently in the top 23% 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.
Sunstone Hotel Investors (SHO - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 5.
This hotel real estate investment trust is expected to post quarterly earnings of $0.22 per share in its upcoming report, which represents a year-over-year change of +4.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Sunstone Hotel Investors' revenues are expected to be $242.74 million, up 3.7% from the year-ago quarter.
Gaming and Leisure Properties is reiterated as a Buy, supported by robust Q1 results and an attractive, sustainable 6.6% dividend yield. GLPI raised 2026 AFFO guidance to $1.212–$1.223 billion, reflecting strong rent hikes, acquisitions, and further supporting their $1.8 billion growth pipeline through 2027. Balance sheet remains solid with $274.5 million in cash, no debt maturities until 2028 following the recent debt issuance, and leverage at 4.96x, maintaining flexibility for expansion and dividend hikes.
In the search for equity income, many investors turn to real estate dividend stocks. Just look at the Vanguard Real Estate Index Fund ETF. The largest exchange-traded fund (ETF) in the category yields 3.66%, or more than triple the yield on the S&P 500.
With some homework, investors can boost their real estate equity income propositions. Gaming and Leisure Properties (GLPI 1.11%) confirms as much. This REIT, which yields an impressive 6.59%, isn't a casino stock in the traditional sense, but it counts some of the most recognizable gaming operators among its tenants.
For dividend investors, there's a lot to like about this casino landlord. Image source: Getty Images.
Experienced REIT investors may be familiar with Vici Properties, Gaming and Leisure's more prominent rival. They're sort of like the Coca-Cola and PepsiCo of casino REITs, but their operating models differ, and those differences could spell opportunity for GLPI.
A safer casino bet Importantly, investors don't have to stretch too far into the past to find sources of allure with this gaming REIT. The company reported first-quarter results last week, and not only did its adjusted funds from operations (AFFO) slightly beat Wall Street estimates, but the REIT also raised its 2026 guidance.
Yes, AFFO is among the laundry list of investing acronyms market participants need to know. Still, in simple terms, it's a vital gauge of a REIT's financial health, including its ability to sustain and grow dividends. One way of looking at Gaming and Leisure's increased AFFO guidance is that the aforementioned 6.59% dividend yield isn't a yield trap, and the payout increase streak that currently spans five years has the potential to grow.
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Regarding dividend safety, this gaming REIT concluded the first quarter with liquidity of $2.4 billion, including $275 million in cash, and with spending unlikely to exceed $850 million this year, the property owner probably won't be heading to capital markets to take on more debt.
Second, Penn Entertainment (PENN 1.12%), the company from which Gaming and Leisure was spun out nearly 13 years ago and the REIT's largest tenant, posted its own set of strong first-quarter results. In fact, it was Penn's brick-and-mortar casinos in the Midwest, South, and West, the property assets of which are owned by GLPI, that were the primary sources of strength. Translation: The REIT's biggest tenant can cover its rent obligations.
GLPI doesn't need Las Vegas Investors new to real estate investing should consider the differences between REITs that appear similar on the surface. As noted earlier, there are differences between Gaming and Leisure and its primary competitor, Vici. Namely, Vici is the largest owner of Las Vegas Strip real estate, while GLPI isn't going out of its way to add Sin City exposure.
Gaming and Leisure owns the land on which a pro baseball stadium is being built, as well as the site formerly occupied by the Tropicana, so the U.S. casino hub will be a contributor to the REIT's growth story, but a modest one at that.
That's by design. Management has long preferred the relative dependability of regional markets, believing those are safer places to allocate capital than Las Vegas. So it can be said that Gaming and Leisure is a good steward of investor capital, and with safety being the name of the dividend-investing game, that point shouldn't be overlooked.
We are changing our recommendation of Gaming and Leisure Properties, Inc. (GLPI) to a Hold, reflecting a fair valuation relative to invested capital. GLPI currently generates a healthy 163 bps investment spread, but its 160.72% enterprise value to invested capital signals slight overvaluation. GLPI's stable rent collection and low beta (0.67 since 2022) offer defensive attributes, but tenant concentration and non-investment grade exposure pose difficult to quantify risks.
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.74%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.
Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both Cousins Properties (CUZ - Free Report) and Gaming and Leisure Properties (GLPI - Free Report) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.
The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.
Currently, Cousins Properties has a Zacks Rank of #2 (Buy), while Gaming and Leisure Properties has a Zacks Rank of #3 (Hold). Investors should feel comfortable knowing that CUZ likely has seen a stronger improvement to its earnings outlook than GLPI has recently. However, value investors will care about much more than just this.
Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.
The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.
CUZ currently has a forward P/E ratio of 8.81, while GLPI has a forward P/E of 11.38. We also note that CUZ has a PEG ratio of 1.91. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. GLPI currently has a PEG ratio of 1.97.
Another notable valuation metric for CUZ is its P/B ratio of 0.94. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, GLPI has a P/B of 2.61.
Based on these metrics and many more, CUZ holds a Value grade of B, while GLPI has a Value grade of C.
CUZ is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that CUZ is likely the superior value option right now.
WYOMISSING, Pa., May 20, 2026 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) (“GLPI” or the “Company”), announced today that the Company’s Board of Directors has declared the second quarter 2026 cash dividend of $0.82 per share of its common stock, marking an increase of $.04 per share per quarter from the prior level. The dividend is payable on June 26, 2026 to shareholders of record on June 12, 2026. Based on GLPI’s closing share price of $47.22 on May 20, the current dividend, on an annualized basis, reflects a yield of 6.95%. The second quarter 2025 cash dividend was $0.78 per share of the Company’s common stock.
While the Company intends to pay regular quarterly cash dividends for the foreseeable future, all subsequent dividends will be reviewed quarterly and declared by the Board of Directors at its discretion.
About Gaming and Leisure Properties
GLPI is engaged in the business of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements, pursuant to which the tenant is responsible for all facility maintenance, insurance required in connection with the leased properties and the business conducted on the leased properties, taxes levied on or with respect to the leased properties and all utilities and other services necessary or appropriate for the leased properties and the business conducted on the leased properties.
Forward-Looking Statements
This press release includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including our expectations regarding the payment of future cash dividends. Forward-looking statements can be identified by the use of forward-looking terminology such as “expects,” “believes,” “estimates,” “intends,” “may,” “will,” “should” or “anticipates” or the negative or other variation of these or similar words, or by discussions of future events, strategies or risks and uncertainties. Such forward-looking statements are inherently subject to risks, uncertainties and assumptions about GLPI and its subsidiaries, including risks related to the following: the potential negative impact of inflation on our tenants' operations; the availability of and the ability to identify suitable and attractive acquisition and development opportunities and the ability to acquire and lease those properties on favorable terms; the ability to receive, or delays in obtaining, the regulatory approvals required to own and/or operate its properties, or other delays or impediments to completing acquisitions or projects; the effect of pandemics, such as COVID-19, on GLPI as a result of the impact such pandemics may have on the business operations of GLPI’s tenants and their continued ability to pay rent in a timely manner or at all; GLPI's ability to maintain its status as a REIT; our ability to access capital through debt and equity markets in amounts and at rates and costs acceptable to GLPI; the impact of our substantial indebtedness on our future operations; changes in the U.S. tax law and other state, federal or local laws, whether or not specific to REITs or to the gaming or lodging industries; and other factors described in GLPI’s Annual Report on Form 10-K for the year ended December 31, 2025, Quarterly Reports on Form 10-Q and current Reports on Form 8-K, each as filed with the Securities and Exchange Commission. All subsequent written and oral forward-looking statements attributable to GLPI or persons acting on GLPI’s behalf are expressly qualified in their entirety by the cautionary statements included in this press release. GLPI undertakes no obligation to publicly update or revise any forward-looking statements contained or incorporated by reference herein, whether as a result of new information, future events or otherwise, except as required by law. In light of these risks, uncertainties and assumptions, the forward-looking events discussed in this press release may not occur as presented or at all.
On April 10, 2026, Korn Ferry KFY shares fell 5.3%, bringing the current price to $60.53. This decline comes amid a 52-week trading range of $58.95 to $78.50, reflecting a challenging market environment for the company.
GF Value™ verdict: KFY is currently priced at $60.53, which represents a 10.2% undervaluation compared to a GF Value™ of $67.43.GF Score™ of 93/100 indicates a strong overall performance, suggesting the stock has the potential for higher long-term returns.Most notable signal: The company has not seen any insider transactions in the last three months, indicating a stable insider sentiment. Is KFY Overvalued or Undervalued? Korn Ferry's current GF Value™ of $67.43 indicates that the stock is undervalued by approximately 10.2% at its current price of $60.53. This undervaluation presents an opportunity for potential investors, as the stock is trading below its estimated intrinsic value. The GF Valuation label of "Modestly Undervalued" further suggests a favorable margin of safety for long-term investors. However, it is essential to exercise caution, as market conditions can change rapidly, and the current valuation may not account for all potential risks.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. This means that while KFY appears attractive at its current price point, investors should remain vigilant about market dynamics that could affect the stock's performance going forward.
How Does KFY's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 12.0x 14.5x Forward P/E 10.6x N/A KFY's current P/E ratio of 12.0x is significantly below its 5-year median P/E of 14.5x, indicating that the stock is trading at a discount relative to its historical valuation. The forward P/E of 10.6x further emphasizes a favorable valuation situation. This P/E analysis aligns with the GF Value™ verdict, reinforcing the notion that KFY is undervalued at its current trading levels.
What Does KFY's GF Score™ Tell Us? Metric Rating GF Score™ 93 Financial Strength 8/10 Profitability 9/10 Growth 9/10 Valuation 9/10 Momentum 5/10 KFY's GF Score™ of 93/100 indicates a strong overall performance across its evaluated dimensions. The company excels in Profitability (9/10) and Growth (9/10), showcasing its ability to generate returns and expand efficiently. Financial Strength is rated at 8/10, reflecting a solid balance sheet. However, the Momentum Rank of 5/10 suggests that the stock has not shown significant upward price movement recently, which may be a point of concern for some investors looking for growth trends.
What Are Insiders Doing with KFY Stock? In the last three months, there have been no insider transactions reported for Korn Ferry. This lack of activity might suggest that insiders are confident in the company's current position and future prospects, as they are not taking advantage of the recent price fluctuations to buy or sell shares. A stable insider sentiment can indicate a level of trust in the company's direction and strategic plans.
What This Means for Investors Based on the analysis of the GF Value™, Korn Ferry KFY is currently undervalued at a price of $60.53 compared to a GF Value™ of $67.43. This presents an opportunity for potential investors, though they should remain aware of market conditions and the company's momentum which may impact future performance.
For the complete analysis, visit the Korn Ferry KFY 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 KFY's GF Score™?
KFY has a GF Score™ of 93/100, indicating a strong overall performance and potential for higher long-term returns based on historical data.
Is KFY overvalued or undervalued?
KFY is currently undervalued, with a GF Value™ of $67.43 compared to its market price of $60.53, representing a 10.2% margin of safety.
What is KFY's P/E ratio?
KFY's current P/E ratio is 12.0x, which is 18% below its 5-year median P/E of 14.5x, indicating a favorable valuation compared to its historical levels.
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].
Olstein Capital Management, L.P. increased its stake in Korn Ferry (KFY 0.06%) by 43,050 shares during the first quarter, an estimated $2.78 million trade based on quarterly average pricing, according to an April 21, 2026, SEC filing.
Olstein Capital Management, L.P. bought 43,050 Korn Ferry shares; estimated trade value is $2.78 million (based on quarterly average pricing)Quarter-end position value rose by $2.47 million, reflecting both share additions and stock price changesTransaction value represented a 0.61% change in the fund’s 13F reportable assets under managementFund held 120,000 Korn Ferry shares valued at $7.55 million after the tradeThe position represents 1.65% of fund AUM, which places it outside the fund's top five holdingsWhat happenedAccording to a Securities and Exchange Commission (SEC) filing dated April 21, 2026, Olstein Capital Management, L.P. increased its holdings in Korn Ferry by 43,050 shares during the first quarter. The estimated transaction value was $2.78 million based on the average closing price for the quarter. At quarter end, the value of the Korn Ferry position rose by $2.47 million, a figure that includes both trading and stock price movements.
What else to knowOlstein Capital Management, L.P. added to its Korn Ferry stake, which now represents 1.65% of reportable assets under managementTop holdings after the filing:NYSE:DIS: $10.02 million (2.2% of AUM)NYSE:ST: $9.80 million (2.1% of AUM)NYSE:AVTR: $9.49 million (2.1% of AUM)NASDAQ:LKQ: $9.24 million (2.0% of AUM)NYSE:OMC: $8.89 million (1.9% of AUM)As of April 20, 2026, Korn Ferry shares were priced at $66.63, up 15.3% over the past year but underperforming the S&P 500 by 21.64 percentage pointsCompany OverviewMetricValueRevenue (TTM)$2.89 billionNet Income (TTM)$268.54 millionDividend Yield2.94%Price (as of market close 04-20-2026)$66.63Company SnapshotKorn Ferry provides organizational consulting, executive search, digital solutions, and recruitment process outsourcing services globally.The company generates revenue through consulting fees, executive and professional search placements, and tech-enabled talent management solutions.Its primary customers include public and private corporations, middle market and emerging growth companies, as well as government and non-profit organizations.Korn Ferry is a global leader in organizational consulting, leveraging a diversified business model across consulting, executive search, digital, and RPO segments. The company combines human capital expertise with technology-driven solutions to address complex talent and organizational challenges for clients worldwide.
What this transaction means for investorsOlstein Capital Management runs a concentrated portfolio of individual stocks with no ETFs in sight — about 95 positions, each selected on classic value criteria. That context matters when reading any add. This isn't a momentum fund chasing a hot name; it's a manager that buys companies it believes are mispriced relative to their fundamentals and waits for the market to catch up.
Korn Ferry fits that profile. It's a cyclical human capital business — executive search, organizational consulting, talent management — whose fortunes track corporate hiring activity and discretionary spending. When companies pull back on headcount and consulting budgets, Korn Ferry feels it. When corporate confidence returns, so does demand for its services. A value manager adding here is implicitly making a call that the market is underpricing the recovery potential.
For investors watching Korn Ferry, the things worth tracking are corporate hiring sentiment, CEO confidence surveys, and any commentary on consulting pipeline in upcoming earnings. If corporate spending picks up, Korn Ferry is operationally leveraged to that recovery in a way that isn't always obvious from the stock price alone.
Olstein's add is modest at 1.65% of AUM — consistent with how they size positions across a diversified book. It's a signal worth noting, not a blueprint to follow.
Seena Hassouna has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Walt Disney. The Motley Fool recommends LKQ. The Motley Fool has a disclosure policy.
I rank a selection of dividend growth stocks and present the top 10 stocks for consideration. Dividend growth stocks have dividend increase streaks of at least 5 years. To rank stocks, I do a quality assessment and sort candidates by quality scores. My new quality scoring system rates dividend stocks on a 10-point scale across 9 weighted factors. Each factor blends qualitative signals and quantitative metrics.
MENLO PARK, Calif., April 28, 2026 (GLOBE NEWSWIRE) --
WHO:Jennifer Smith, Global Leader of Staffing & RPO at Joveo, the global leader in AI-led, high-performance recruitment marketing WHAT:
Will join Quincy Valencia, VP of Talent Transformation at Korn Ferry, to facilitate the HRO Today webinar, “The AI-Ready TA Leader in 2026.” WHEN:
Monday, May 4, 2026, at 11:00 a.m. ET WHERE:More information, including how to register, is available here.
DETAILS:
For many organizations, hiring remains broken, and layering on AI won’t fix a flawed foundation. Even so, talent acquisition leaders are under pressure to adopt these tools quickly, which leads to greater complexity rather than better outcomes.
During this HRO Today webinar, Jennifer Smith, Global Leader of Staffing & RPO at Joveo and Quincy Valencia, VP of Talent Transformation at Korn Ferry, will explain why retrofitting broken processes fails and provide clear guidance on how to rethink hiring from the ground up. With today’s TA leaders in mind, Smith and Valencia will provide a principled roadmap for designing AI-first hiring workflows that preserve the human judgment that candidates and stakeholders expect, while still delivering measurable results. That will include the six behaviors that distinguish an AI-ready TA leader, as outlined by Korn Ferry’s research-based framework.
Attendees will walk away understanding what ethical, transparent, and explainable AI hiring looks like in practice and how to develop the TA leadership skills they need to succeed in 2026 and beyond. Registration information for this session is available here.
About Joveo
As the global leader in AI-powered, high-performance recruitment marketing, Joveo is transforming talent attraction and recruitment media buying for the world’s largest employers, staffing firms, RPOs, and media agencies. The Joveo platform enables businesses to attract, source, engage, and hire the best candidates on time and within budget.
Powering millions of jobs every day, Joveo’s AI-led recruitment marketing platform uses advanced data science and machine learning to dynamically manage and optimize talent sourcing and applications across all online channels, while providing real-time insights at every step of the job seeker journey, from click to hire.
For more information about Joveo’s award-winning platform and solutions, visit www.joveo.com.
LOS ANGELES--(BUSINESS WIRE)--Korn Ferry (NYSE: KFY) has once again been recognized by Forbes Magazine as America's Best Executive Recruiter, marking the ninth time in the past 10 years the firm has earned the top spot since Forbes and market research firm Statista began publishing the annual rankings. In addition, Korn Ferry was recognized as one of the top professional search firms in America, elevating its position from the previous year. “We are pleased to be recognized once again by Forbes.
Alan Guarino, Korn Ferry vice chairman, joins 'Squawk Box' to discuss the state of the labor market, impact of AI on productivity, jobs numbers vs. return on people (ROP), and more.
Meta Platforms announced it would lay off approximately 10% of its workforce, 8,000 employees, with CEO Mark Zuckerberg citing "success isn't given." Tech layoffs in 2026 appear to be structural, not cyclical, as companies slash human headcount to self-fund massive AI infrastructure. As companies rush to flatten hierarchies and redesign modern workflows, this restructuring demand fuels growth opportunities for companies that can capitalize.
Korn Ferry remains rated 'Hold' as I await evidence of stronger growth and resilience to AI disruption. Management consistently guides conservatively, with KFY regularly beating top- and bottom-line estimates, but headline growth remains muted. Executive search and Digital segments show double-digit and high-single-digit growth, offsetting weakness in entry-level job placements.
LOS ANGELES--(BUSINESS WIRE)--Korn Ferry (NYSE: KFY) today announced it is participating in the Baird 2026 Global Consumer, Technology & Services Conference on Tuesday, June 2, 2026 and the William Blair 46th Annual Growth Stock Conference on Wednesday, June 3, 2026. Korn Ferry EVP, Chief Financial Officer and Chief Corporate Officer Robert Rozek will participate in a presentation at both events. The information for each conference is as follows: Baird 2026 Global Consumer, Technology &.
