Cwm LLC boosted its holdings in shares of Newell Brands Inc. (NASDAQ:NWL – Free Report) by 78.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 342,663 shares of the company’s stock after buying an additional 150,660 shares during the period. Cwm LLC owned approximately 0.08% of Newell Brands worth $1,275,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. California State Teachers Retirement System boosted its holdings in Newell Brands by 0.6% in the second quarter. California State Teachers Retirement System now owns 384,848 shares of the company’s stock worth $2,078,000 after acquiring an additional 2,108 shares in the last quarter. Osaic Holdings Inc. raised its position in shares of Newell Brands by 19.6% in the 2nd quarter. Osaic Holdings Inc. now owns 14,104 shares of the company’s stock valued at $76,000 after purchasing an additional 2,308 shares during the last quarter. Illinois Municipal Retirement Fund grew its position in Newell Brands by 1.7% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 213,173 shares of the company’s stock worth $1,117,000 after purchasing an additional 3,501 shares during the last quarter. PFG Investments LLC raised its holdings in shares of Newell Brands by 15.8% in the fourth quarter. PFG Investments LLC now owns 26,596 shares of the company’s stock worth $99,000 after buying an additional 3,634 shares during the last quarter. Finally, State of Alaska Department of Revenue lifted its stake in shares of Newell Brands by 1.6% during the fourth quarter. State of Alaska Department of Revenue now owns 239,236 shares of the company’s stock worth $889,000 after buying an additional 3,667 shares during the period. 92.50% of the stock is currently owned by hedge funds and other institutional investors.
Newell Brands Stock Performance Shares of Newell Brands stock opened at $4.23 on Monday. The firm has a 50-day simple moving average of $4.06 and a two-hundred day simple moving average of $4.04. The company has a market cap of $1.80 billion, a P/E ratio of -6.22 and a beta of 0.97. Newell Brands Inc. has a fifty-two week low of $3.07 and a fifty-two week high of $6.64. The company has a debt-to-equity ratio of 1.90, a quick ratio of 0.57 and a current ratio of 1.07.
Newell Brands (NASDAQ:NWL – Get Free Report) last issued its quarterly earnings results on Friday, February 6th. The company reported $0.18 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.18. Newell Brands had a positive return on equity of 9.17% and a negative net margin of 3.96%.The company had revenue of $1.90 billion for the quarter, compared to the consensus estimate of $1.88 billion. During the same quarter in the prior year, the business posted $0.16 earnings per share. Newell Brands’s revenue for the quarter was down 2.7% on a year-over-year basis. Newell Brands has set its Q1 2026 guidance at -0.120–0.080 EPS. As a group, equities analysts predict that Newell Brands Inc. will post 0.56 earnings per share for the current fiscal year.
Newell Brands Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Friday, February 27th were paid a $0.07 dividend. The ex-dividend date of this dividend was Friday, February 27th. This represents a $0.28 dividend on an annualized basis and a yield of 6.6%. Newell Brands’s dividend payout ratio (DPR) is currently -41.18%.
Analysts Set New Price Targets A number of equities research analysts have recently weighed in on the stock. Royal Bank Of Canada set a $4.00 price objective on shares of Newell Brands in a report on Thursday, April 9th. Barclays lowered their price target on Newell Brands from $6.00 to $5.00 and set an “overweight” rating for the company in a research report on Tuesday, April 14th. Weiss Ratings reiterated a “sell (d)” rating on shares of Newell Brands in a research note on Monday, December 29th. Canaccord Genuity Group increased their price objective on Newell Brands from $8.00 to $9.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Finally, Morgan Stanley raised their price objective on Newell Brands from $4.25 to $4.50 and gave the stock an “equal weight” rating in a research note on Tuesday, February 10th. Three analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $4.92.
Get Our Latest Analysis on NWL
Newell Brands Company Profile (Free Report)
Newell Brands Inc, trading on NASDAQ under the ticker NWL, is a global consumer goods company known for its diverse portfolio of household, commercial, and specialty products. Formed through the merger of Newell Rubbermaid and Jarden Corporation in 2016, the company traces its roots back to Newell Manufacturing, which was founded in 1903. Headquartered in Atlanta, Georgia, Newell Brands has built a reputation for widely recognized brands spanning multiple consumer categories.
The company’s business activities are organized across several segments, including writing and creative expression, home solutions, commercial products, and outdoor recreation.
Further Reading Five stocks we like better than Newell Brands
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Key Takeaways Newell Brands expected to post Q1 revenues of $1.51B, down 3.7% YoY.NWL guides Q1 sales decline of 3-5% due to shipment timing and cautious retailer orders.Newell Brands sees margins at 2.5-3.5% as tariffs and brand investments pressure profits. Newell Brands Inc. (NWL - Free Report) is expected to register a year-over-year decline in the top and bottom lines when it reports first-quarter 2026 results on May 1, before the opening bell. The Zacks Consensus Estimate for quarterly revenues is pegged at $1.51 billion, indicating a decline of 3.7% from the figure reported in the year-ago quarter.
The consensus estimates calls for a loss of 9 cents per share, wider than the 1-cent loss reported in the year-ago quarter. The consensus mark has been unchanged in the past 30 days.
In the last reported quarter, the Atlanta, GA-based company delivered an earnings surprise of 0.0%. Its bottom line beat the consensus estimate by 20.04%, on average, in the trailing four quarters.
Factors Likely to Impact NWL’s Q1 ResultsNewell Brands is set to release first-quarter 2025 results amid a turbulent macroeconomic environment that has weighed on consumer sentiment and discretionary spending. Persistent inflationary pressures, coupled with geopolitical volatility and rapidly evolving retail dynamics, continue to challenge the company’s ability to drive consistent top-line growth.
Newell Brands’ first-quarter 2026 results are expected to reflect continued softness in top-line performance, driven by shipment timing headwinds and retailer-related dynamics. On its last earnings call, management has indicated that first-quarter net sales are likely to decline in the range of 3-5%, with core sales projected to fall 5-7%. These pressures are largely linked to the timing of shelf resets and innovation shipments, along with cautious retailer ordering patterns, which may weigh on early-year revenue visibility.
Margin performance in the first quarter is expected to remain under pressure, reflecting ongoing tariff-related headwinds and higher brand investment spending. Management anticipates normalized operating margins in the range of 2.5-3.5% for the period, with tariff impacts continuing to weigh on profitability despite mitigation efforts through productivity initiatives and selective pricing actions. Elevated advertising and promotional spending to support brand restaging initiatives, particularly in home fragrance, may also constrain margins in the near term.
On the operational front, productivity initiatives, restructuring actions and supply-chain efficiencies are expected to provide partial offsets to cost pressures. The company continues to focus on simplification strategies, procurement savings and improved distribution execution, which are anticipated to support gradual margin stabilization over time. Additionally, a robust innovation pipeline, including multiple new product launches planned for 2026, may help strengthen market positioning and support longer-term category performance.
Overall, earnings performance for the first quarter is expected to reflect transitional dynamics, with the company guiding toward a normalized loss in the range of 8-12 cents per share. While near-term headwinds tied to demand softness and operational resets are likely to weigh on results, ongoing strategic investments in innovation, distribution and brand support remain central to Newell Brands’ broader stabilization and recovery efforts through fiscal 2026.
What the Zacks Model Unveils for NWL StockOur proven model does predict an earnings beat for Newell Brands this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here.
Newell Brands currently has an Earnings ESP of +2.28% and a Zacks Rank #3. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Valuation PictureFrom a valuation perspective, Newell Brands offers an attractive opportunity, trading at a discount relative to historical and industry benchmarks. With a forward 12-month price-to-earnings ratio of 7.36X, which is significantly below the five-year high of 16.88X and the Consumer Products - Staples industry’s average of 17.68X, the stock offers compelling value for investors seeking exposure to the sector.
Image Source: Zacks Investment Research
The recent market movements show that NWL shares have gained 1.8% in the past three months compared with the industry's 2.7% growth.
Image Source: Zacks Investment Research
Other Stocks With the Favorable CombinationHere are some other companies that, according to our model, have the right combination of elements to beat on earnings this reporting cycle.
Altria Group, Inc. (MO - Free Report) currently has an Earnings ESP of +0.52% and a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Altria’s upcoming quarter’s earnings per share is pegged at $1.24, implying a 0.8% increase from the year-ago period. The consensus mark for Altria’s quarterly revenues is pegged at $4.56 billion, which indicates an increase of 0.9% from the prior-year quarter. MO delivered a trailing four-quarter earnings surprise of 2.5%, on average.
The Hershey Company (HSY - Free Report) currently has an Earnings ESP of +0.43% and a Zacks Rank of 3. The Zacks Consensus Estimate for Hershey’s upcoming quarter’s EPS is pegged at $2.05, which implies a 1.9% decrease year over year.
The consensus estimate for Hershey’s quarterly revenues is pinned at $3.02 billion, which calls for 7.9% growth from the figure reported in the prior-year quarter. HSY delivered a trailing four-quarter earnings surprise of nearly 17.2%, on average.
Celsius Holdings, Inc. (CELH - Free Report) currently has an Earnings ESP of +3.81% and a Zacks Rank of 3. The Zacks Consensus Estimate for Celsius Holdings’ upcoming quarter’s EPS is pegged at 29 cents, which implies a 61.1% increase year over year.
The consensus estimate for Celsius Holdings’ quarterly revenues is pegged at $755.2 million, which indicates a surge of 129.4% from the figure reported in the prior-year quarter. CELH delivered a trailing four-quarter earnings surprise of roughly 45.3%, on average.
The market expects Energizer Holdings (ENR - Free Report) to deliver a year-over-year decline 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 May 5, 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 management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis battery and personal care products company is expected to post quarterly earnings of $0.47 per share in its upcoming report, which represents a year-over-year change of -29.9%.
Revenues are expected to be $665.21 million, up 0.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.72% higher 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 an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
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. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
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 Energizer?For Energizer, 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 +1.41%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Energizer will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. 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 Energizer would post earnings of $0.26 per share when it actually produced earnings of $0.31, delivering a surprise of +19.23%.
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.
Energizer 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.
Expected Results of an Industry PlayerNewell Brands (NWL - Free Report) , another stock in the Zacks Consumer Products - Staples industry, is expected to report loss per share of $0.09 for the quarter ended March 2026. This estimate points to a year-over-year change of -800%. Revenues for the quarter are expected to be $1.51 billion, down 3.7% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Newell Brands has been revised 1.5% down to the current level. Nevertheless, the company now has an Earnings ESP of +2.28%, reflecting a higher Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that Newell Brands will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed EPS estimates just once.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
ATLANTA--(BUSINESS WIRE)--Newell Brands (NASDAQ: NWL) today announced its first quarter 2026 financial results. Chris Peterson, Newell Brands President and Chief Executive Officer, said, "First quarter results came in ahead of plan across all key metrics with all three segments delivering core sales above our expectations. Higher than expected consumer demand for our products, as evidenced by improving point of sale and share trends, was driven by continued investment in innovation, advertising.
Newell Brands reported lower first-quarter sales but raised its full-year sales outlook on expectations that its turnaround strategy will soon drive a return to topline growth.
Newell Brands (NWL - Free Report) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.09. This compares to a loss of $0.01 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +42.53%. A quarter ago, it was expected that this consumer products company would post earnings of $0.18 per share when it actually produced earnings of $0.18, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Newell Brands, which belongs to the Zacks Consumer Products - Staples industry, posted revenues of $1.55 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.75%. This compares to year-ago revenues of $1.57 billion. 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 earnings expectations will mostly depend on management's commentary on the earnings call.
Newell Brands shares have added about 9.7% since the beginning of the year versus the S&P 500's gain of 5.3%.
What's Next for Newell Brands?While Newell Brands has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Newell Brands 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 $0.26 on $1.97 billion in revenues for the coming quarter and $0.56 on $7.21 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, Consumer Products - Staples is currently in the bottom 21% 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, ARKO Corp. (ARKO - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 7.
This company is expected to post quarterly loss of $0.16 per share in its upcoming report, which represents a year-over-year change of -33.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
ARKO Corp.'s revenues are expected to be $1.65 billion, down 9.7% from the year-ago quarter.
Newell Brands (NWL - Free Report) reported $1.55 billion in revenue for the quarter ended March 2026, representing a year-over-year decline of 1.1%. EPS of -$0.05 for the same period compares to -$0.01 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.51 billion, representing a surprise of +2.75%. The company delivered an EPS surprise of +42.53%, with the consensus EPS estimate being -$0.09.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Newell Brands performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net sales- Learning and Development: $594 million compared to the $552.01 million average estimate based on four analysts. The reported number represents a change of +3.9% year over year.Net sales- Outdoor and Recreation: $175 million versus the four-analyst average estimate of $171.2 million. The reported number represents a year-over-year change of -3.9%.Net sales- Home and Commercial Solutions: $780 million versus $785.74 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -3.9% change.Normalized Operating Income (Loss)- Corporate: $-54 million versus the two-analyst average estimate of $-49.65 million.Normalized Operating Income (Loss)- Outdoor and Recreation: $-2 million compared to the $-0.86 million average estimate based on two analysts.Normalized Operating Income (Loss)- Learning & Development: $112 million versus the two-analyst average estimate of $97.45 million.Normalized Operating Income (Loss)- Home and Commercial Solutions: $18 million compared to the $14.16 million average estimate based on two analysts.View all Key Company Metrics for Newell Brands here>>>
Shares of Newell Brands have returned +20.4% over the past month versus the Zacks S&P 500 composite's +10.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Key Takeaways NWL posted a narrower Q1 loss and topped sales estimates, driven by pricing and improving demand trends.Newell saw gross margin rise 100 bps as pricing and productivity offset tariffs and volume softness.NWL raised 2026 sales and EPS outlook, expecting growth to return in Q2 as strategic actions gain traction. Newell Brands Inc. (NWL - Free Report) posted first-quarter 2026 reported normalized loss of 5 cents per share, narrower than the Zacks Consensus Estimate of a loss of 9 cents. The company recorded a loss per share of a penny in the year-ago quarter. Net sales of $1.55 billion dipped 1.1% year over year but topped the Zacks Consensus Estimate of $1.51 billion.
Results came in ahead of management’s expectations, aided by improving consumer demand and favorable pricing dynamics. Core sales fell 3.5% year over year, but surpassed management’s expectations on better-than-anticipated category performance and consumer demand, with a net pricing benefit from customer programs, better claims experience and deduction management.
Management noted improving point-of-sale and share trends as investment in innovation and advertising supported demand despite a challenging macro backdrop. The company said it expects to return to top-line growth in the second quarter, as its strategic actions are gaining traction.
Newell shares have gained around 9% in premarket trading after the company posted quarterly results and raised its outlook. In the past six months, the company’s shares have rallied 37.3% against the industry’s 2.2% decline.
Newell’s Margin AnalysisGross margin increased 100 basis points (bps) year over year to 33.1%, as pricing and gross productivity more than offset soft volumes, inflation and tariff costs. Normalized gross margin improved 70 bps to 33.2%, signaling better underlying profitability.
Operating income rose 61.9% to $34 million from $21 million, while normalized operating income jumped 4.2% to $74 million. Normalized operating margin expanded 30 bps to 4.8%, reflecting improved operating performance and disciplined cost management. Normalized EBITDA was $135 million, down 0.7% from $136 million seen in the year-ago period. Our model anticipated an decrease of 23.9% in adjusted EBITDA for the same quarter.
NWL’s Segmental DetailsNet sales in the Home & Commercial Solutions segment were $780 million, down 3.9% from the year-ago period. The decrease was due to a 6.9% decline in core sales, offset by favorable foreign exchange rates. We had expected sales of $778.7 million for the segment.
The Learning and Development segment recorded net sales of $554.3 million, up 3.8% from $572 million in the year-ago quarter. Core sales grew 2%, offset by favorable foreign exchange rates. We had expected net sales of $624 million for the segment.
The Outdoor and Recreation segment’s net sales were $175 million, down 3.8% in the year-ago quarter. Core sales fell 5.7%, offset by favorable foreign exchange. We had expected the segment's net sales to be $172 million.
Other Financial Details of NewellThis Zacks Rank #3 (Hold) company ended the quarter with cash and cash equivalents of $201 million, long-term debt of $4.5 billion, outstanding debt of $5 billion and shareholders’ equity of $2.3 billion.
NWL also used $233 million in cash for operating activities during first-quarter 2026.
Newell Lifts 2026 OutlookNewell updated its outlook for 2026, raising expectations for net sales, core sales and normalized earnings per share. The company now sees full-year net sales flat to up 2% and core sales down 1% to up 1%, while maintaining its normalized operating margin view of 8.6% to 9.2%. It raised its normalized earnings per share (EPS) outlook to 56-60 cents, versus 54-60 cents anticipated earlier. It had earlier guided net sales in the range of down 1% to up 1% and core sales to decline 2% to flat. NWL recorded net sales of $7.20 billion and EPS of 57 cents in 2025.
For the second quarter, management expects net sales to be flat to up 2% and core sales flat to up 2%, with a normalized operating margin of 9.6% to 10.2% and normalized EPS of 16-19 cents. NWL recorded net sales of $1.94 billion and EPS of 24 cents in the year-earlier quarter.
3 Stocks Looking GoodFreshpet, Inc. (FRPT - Free Report) , which is a pet food company, currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Freshpet’s current financial-year sales indicates growth of 9.3% from the prior-year level. FRPT delivered a trailing four-quarter earnings surprise of 50%, on average.
United Natural Foods (UNFI - Free Report) , which is the leading distributor of natural, organic and specialty food and non-food products, currently carries a Zacks Rank of 2.
The Zacks Consensus Estimate for United Natural Foods’ current financial-year earnings is expected to rise 254.9% from the year-ago reported figure. UNFI delivered a trailing four-quarter earnings surprise of 51.9%, on average.
B&G Foods (BGS - Free Report) , which has a diversified portfolio of brands, including B&G, B&M, Cream of Wheat, Las Palmas and more, currently carries a Zacks Rank of 2. BGS delivered a negative average earnings surprise of 19.5% in the trailing four quarters.
The Zacks Consensus Estimate for BGS’ current financial-year earnings indicates growth of 5.9% from the year-ago number.
Home products conglomerate Newell Brands (NWL +3.13%) posted its first quarter results on Friday, and investors reacted positively to the beat-and-raise performance. At close, Newell's share price was more than 11% higher.
Top-line slump and bottom-line improvement Newell, the company behind such familiar consumer discretionary brands as Rubbermaid, Sharpie, and Elmer's glue, unveiled those results before market open. For the period, it earned $1.55 billion in net sales, representing a 1% decline over the same quarter of 2025.
Image source: Getty Images.
On a brighter note, it managed to narrow its net loss under generally accepted accounting principles (GAAP). This came in at $33 million ($0.08), from the year-ago deficit of $37 million.
Both line items edged past the consensus analyst estimates. On average, pundits tracking Newell stock estimated the company would book $1.51 billion on the top line and post a GAAP net loss of $0.09 per share.
During the quarter, Newell had to cope with lower sales volumes; inflation was also a factor. These were mitigated somewhat by better productivity, the company said, and "pricing actions."
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Raises welcome Investors were more cheered by Newell's guidance than its beats on trailing results. Management raised several of its full-year forecasts, including net sales and "normalized" (i.e., non-GAAP, or adjusted) earnings per share.
The company now believes net sales will be flat to 2% higher this year compared to 2025; previously, it was guiding for a range of 1% decline to a 1% rise. As for normalized EPS, management raised the lower end of its previous range. Its new projection is $0.56 to $0.60 for the year, where formerly it anticipated $0.54 to $0.60.
Although it's usually encouraging when a company ups its guidance, Newell's improvements don't tip me into rating the stock a buy. While the company pays a high-yield dividend and its products are widely known and popular, I don't foresee significant growth coming from its product catalog.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
ATLANTA--(BUSINESS WIRE)--Newell Brands Inc. (NASDAQ: NWL) announced today the declaration of a quarterly cash dividend of $0.07 per share. The dividend is payable June 15, 2026 to common stockholders of record at the close of trading on May 29, 2026. About Newell Brands Newell Brands (NASDAQ: NWL) is a leading global consumer goods company with a strong portfolio of well-known brands, including Rubbermaid, Sharpie, Graco, Coleman, Rubbermaid Commercial Products, Yankee Candle, Paper Mate, Food.
Elmer’s Toy Story 5 Slime Kit, 10pc Infinity and Beyond
Sharpie (PRNewsfoto/Newell Brands) Collectible markers, glue sticks, and slime kits inspired by Disney and Pixar's "Toy Story 5" turn everyday writing and crafting into giftable and memorable moments for fans of all ages.
Key Summary Bullets
Sharpie® and Elmer's® team up with Disney and Pixar's "Toy Story 5" coming to theaters June 19, to launch a limited-edition collection that brings the film's iconic characters, colors, and playful spirit to life encouraging hands-on creativity for all ages. The lineup features fan-favorite products, including Sharpie Permanent Markers, Sharpie S-Note Creative Highlighters, Elmer's Glue Sticks, and Elmer's Slime Kits. Just in time for summer crafting and back-to-school shopping, and ahead of the film's June 19 theatrical release, the collection is hitting shelves nationwide at major retailers including Amazon, Walmart, and Target. A bespoke :30 spot featuring the collections in-use was created in support of Disney and Pixar's "Toy Story 5" theatrical marketing campaign. , /PRNewswire/ -- Ahead of this summer's highly anticipated release of Disney and Pixar's "Toy Story 5"in theaters June 19, Sharpie® and Elmer's®- part of the Newell Brands portfolio- are launching a limited-edition collection of creative tools inspired by the film's iconic colors and characters including Woody, Buzz Lightyear, and Jessie. Rolling out nationwide, the lineup spans Sharpie Permanent Markers, Sharpie S-Note Creative Highlighters, Elmer's Glue Sticks, and Elmer's Slime Kits – designed for both kids discovering Disney and Pixar's "Toy Story" for the first time and adults who grew up with it – bringing the playful spirit of the beloved franchise into everyday creative moments and inviting fans to bring their own imagination to life. As a result, the collection is as giftable as it is functional.
The collection includes one-of-a-kind themed sets designed to make creativity easy and approachable across everyday moments – from labeling school supplies and organizing notes, to hands-on crafting and play. With character-driven packaging and limited-edition designs, the collection also serves as a Disney keepsake for fans looking to bring a piece of "Toy Story 5" into their everyday routines.
Additionally, in support of the collection and the film's theatrical marketing campaign, Sharpie® and Elmer's® have collaborated with Disney and Pixar to develop a :30 spot featuring products from both brands that take creativity to infinity and beyond.
"Sharpie and Elmer's have long been part of how people create, learn and express themselves at every age," said Kris Malkoski, President of the Learning and Development Segment at Newell Brands. "With Toy Story 5 continuing the franchise's legacy, this collaboration allows us to connect with fans to celebrate creativity in a way that feels both nostalgic and fresh right as we head into summer crafting and back-to-school season encouraging fans to use these tools to help create their own stories"
The Sharpie Collection
Sharpie Disney and Pixar's Toy Story 5 Permanent Markers: The set features iconic "Toy Story 5" characters on the pack and a limited-edition barrel design with the official film logo printed along each marker, making it a collectible. With bold film-inspired colors like Buzz Lightyear's signature greens and purples, and permanent ink that marks on most surfaces, these markers are designed for everything from labeling school supplies to creating character-inspired artwork. Sharpie Disney and Pixar's Toy Story 5 S-Note Creative Highlighters: Designed with "Toy Story 5" artwork and vivid, high-contrast shades, these highlighters feature a versatile chisel tip that allows for both highlighting and creative expression – perfect for organizing notes or adding a creative pop of color to crafts. The Elmer's Collection
Elmer's Disney and Pixar's Toy Story 5 Glue Sticks: The disappearing purple glue sticks we know and love – trusted by teachers, safe for kids, and now featuring iconic "Toy Story 5" characters on each stick, uses a disappearing formula for mess-free, easy application. Elmer's Disney and Pixar's Toy Story 5 Slime Kits: Available in a range of count sizes, these "Toy Story 5"- inspired kits include themed glue colors and slime activators that create out-of-this-world textures and scents for DIY slime. Each kit comes with everything needed to mix, customize, and take slime creations to infinity and beyond. "Our all-new movie, "Toy Story 5," celebrates the enduring power of storytelling to connect and inspire," says Lylle Breier, EVP Partnerships Promotions and Special Events at Disney, "and we are thrilled to be collaborating with Sharpie and Elmer's to encourage fans to express their creativity and let their imagination take them to infinity and beyond."
The "Toy Story 5" inspired-limited edition collection will be rolling out across Amazon, Walmart and Target just in time for summer crafting, gifting, and back-to-school shopping. Each product is available in various pack sizes fit for all creative needs, both in and out of the classroom:
Sharpie Toy Story 5 Fine Permanent Markers: 5ct coming soon to Target.com; 12ct coming soon to Walmart; 24ct available now on Amazon (MSRP: $4.99-$19.99) Sharpie Toy Story 5 S-Note Highlighters: 12ct, 24ct (MSRP: $9.99-$19.99) Elmer's Toy Story 5 Glue Sticks: 4ct, 12ct (MSRP: $3.47-$7.49) Elmer's Toy Story 5 Slime Kit: 4pc (MSRP: $19.99-$29.99) Elmer's Toy Story 5 Slime Kit: 10pc (MSRP: $19.99-$29.99) To purchase and for more information about the Sharpie & Elmer's "Toy Story 5" collections, visit Amazon.com, Walmart.com, and Target.com.
About Disney and Pixar's Toy Story 5
The toys are back in Disney and Pixar's "Toy Story 5," and this time it's Toy meets Tech. Woody (voice of Tom Hanks), Buzz Lightyear (voice of Tim Allen), Jessie (voice of Joan Cusack) and the rest of the gang's jobs are challenged when they come face-to-face with Lilypad (voice of Greta Lee), a brand-new tablet device that arrives with her own disruptive ideas about what is best for their kid, Bonnie. Will playtime ever be the same? "Toy Story 5" is directed by Academy Award® winner Andrew Stanton, co-directed by Kenna Harris, produced by Lindsey Collins, p.g.a., and written by Stanton and Harris. The film features an original score by Oscar® winner Randy Newman, who returns to score his fifth "Toy Story" feature. "Toy Story 5" releases exclusively in theaters June 19, 2026.
About Sharpie®
In 1964, the iconic Sharpie Fine black marker became the first pen-style permanent marker, and today Sharpie offers a wide selection of permanent markers, pens, highlighters, and more for the classroom, the office, and at home. Having perfected the permanent marker, Sharpie has gone on to innovate across all types of writing tools. Made to write on, stand out on, and stay on practically any surface, it is the Permanent Marker born for courageous self-expression that never, ever fades from glory. All Sharpie products are designed for precision and performance to bring your vision to life, transforming the ordinary to bold and creative with intensely brilliant colors that elicit vibrant impressions. The ink dries quickly and resists water and fading, allowing creations to stand the test of time. Permanent Markers from Sharpie are made to write on various mediums including paper, plastic, metal, and most other surfaces.
About Elmer's®
Elmer's® Products, Inc., has been providing creative adhesive solutions that support success and turn ideas into reality. By continuing to develop innovative new products, Elmer's® has become the trusted brand when it comes to fueling creativity and providing outstanding product performance in the classroom, at home, in the workshop and at the craft table. Elmer's® inspires people to create, build and learn for life. For more information, visit www.elmers.com.
About Newell Brands
Newell Brands (NASDAQ: NWL) is a leading global consumer goods company with a strong portfolio of well-known brands, including Rubbermaid, Sharpie®, Graco®, Coleman®, Rubbermaid Commercial Products®, Yankee Candle®, Paper Mate®, FoodSaver®, Dymo®, EXPO®, Elmer's®, Oster®, NUK®, Spontex® and Campingaz®. Newell Brands is focused on delighting consumers by lighting up everyday moments.
This press release and additional information about Newell Brands are available on the company's website, www.newellbrands.com.
On May 4, 2026, Tracy L. Platt, Chief Human Resources Officer of Newell Brands (NWL +3.13%), reported the direct sale of 96,169 common shares in an open-market transaction, as disclosed in an SEC Form 4 filing.
Transaction summaryMetricValueShares sold (direct)96,169Transaction value$447,000Post-transaction shares (direct)0Post-transaction value (direct ownership)$0Transaction value based on SEC Form 4 weighted average purchase price ($4.65); post-transaction value after disposition is $0.00 based on May 4, 2026, holdings.
Key questionsHow does the volume of this sale compare to prior insider trading activity by Tracy L. Platt?
This is Platt's only direct open-market sale in the recent period, and the disposition fully exhausted her direct shareholding, with previous administrative transactions (such as awards or withholdings) involving no open-market activity of similar magnitude.What was the timing and pricing context for this transaction?
The shares were sold at a weighted average of around $4.65 per share, with the company's stock priced at $4.61 as of May 4, 2026, and a one-year total return of -12.2% as of the transaction date.Did the transaction affect any indirect holdings or involve any derivative securities?
All shares sold were held directly; there was no participation by trusts, family entities, or derivatives such as options, and post-transaction, Platt holds no direct or indirect equity interest in Newell Brands.Does the transaction reflect an ongoing pattern or a change in disposition cadence?
The trade size matched Platt's entire direct holding, indicating the transaction was driven by available capacity rather than a change in trading approach or an escalation in disposition cadence.Company overviewMetricValueRevenue (TTM)$7.2 billionNet income (TTM)($281 million)Dividend yield6.9%Price (as of market close May 4, 2026)$4.61Company snapshotOffers a diversified portfolio of consumer and commercial products across five segments, including commercial cleaning solutions, home appliances, storage and cookware, writing instruments, baby gear, and outdoor products.Generates revenue through the design, manufacture, sourcing, and distribution of branded goods, leveraging a multi-channel approach that includes retail, e-commerce, and specialty distribution.Serves a broad customer base comprising warehouse clubs, mass merchants, grocery and drug stores, office supply chains, specialty retailers, and online platforms worldwide.Newell Brands is a global consumer goods company with a diverse product lineup and a presence across key household and commercial categories. The company leverages its portfolio of well-known brands to drive sales through both traditional and digital retail channels.
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What this transaction means for investorsWhile it can be a helpful exercise to monitor the buying and selling activity of company insiders, investors should remember that people transact shares for all sorts of reasons, including retirement planning and liquidity needs, that may or may not have anything to do with their conviction in the company they serve.
That said, it does seem notable that Platt liquidated all of her holdings of Newell Brands, reducing her portfolio to zero. The conglomerate, which owns brands including Sharpie, Yankee Candle, Rubbermaid, and Crock-Pot, was down more than 12% year over year on the date of the transaction, though on a total return basis, which includes dividend reinvestment, the stock’s drop was only 6%. Still, that pales in comparison to the S&P 500, which was up nearly 30% over the same time frame.
Newell’s generous 6.9% dividend may appear attractive to income investors, but the high yield appears to be unsafe amid fundamental challenges and macro uncertainties. The company announced its financial results for the first quarter of 2026 on May 1. Net sales of $1.5 billion were 1.1% lower than the prior-year period and core sales declined 3.5%. While its gross and operating margins both expanded slightly, the company remains unprofitable, with a net loss of $33 million, an improvement over the $37 million loss in the prior year.
Sarah Sidlow has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Pre-Market Stock Futures: Futures are trading higher on the heels of the third straight day of stock declines, and there is growing apprehension that yields will go even higher and that inflation may as well. All of the major indices finished Tuesday lower, and with Q1 earnings all but over and the incoming economic data likely grim, we could be in for a cruel summer. When the final bell rang, the small-cap heavy Russell 2000 took the biggest hit on the day, closing down 1.01% at 2,747, while the tech-heavy Nasdaq finished at 25,870, down 0.82%. The S&P 500, which has a seven-week winning streak on the line, closed down 0.67% at 7,353, while the Dow Jones Industrial Average wrapped up the losers’ brigade on Tuesday, closing at 49,363, down 0.65%.
Treasury Bonds: Yields were higher across the yield curve on Tuesday for the same reasons we have pointed to for weeks now. Inflation, which remains the number one anxiety point for the bond market, followed by proliferating government spending, the ongoing war with Iran, and the mere fact that the next move on interest rates may very well be an increase. When the final bell rang, the 30-year-long bond closed the session at 5.18%, the highest since 2007, and the benchmark 10-year note closed at 4.67%.
Oil and Gas: On what was a rough day for investors overall, oil prices traded lower, and the good news is that while U.S. inventories have fallen, and fallen fast, they are still up for this year. When it was all said and done, Brent Crude closed Tuesday at $111.10, down 0.83%, and West Texas Intermediate was last seen at $104.10, down 0.24%. Natural gas, which may be the best energy bet in the future, continued its hot streak, closing up 2.98% at $3.11.
Gold: Precious metals marched in lockstep with bonds, stocks, and energy; both Gold and Silver finished the day lower. A stronger U.S. dollar and rising Treasury yields weighed on the sector, making non-yielding bullion less attractive to investors. The metals faced further pressure from easing geopolitical tensions, particularly growing hopes for U.S.-Iran negotiations, which eased inflation concerns and reduced safe-haven demand, stripping away some key support. Gold was last seen at $4,481, down 1.85%, while Silver, which has been on a roll, closed at $73.56, down 5.15%.
Crypto: The cryptocurrency market declined on Tuesday, pressured by rising U.S. Treasury yields, persistent expectations of further rate hikes, and heavy institutional selling. Bitcoin gave up earlier gains and traded near $77,000, while major altcoins and ETFs saw notable outflows. At 8 AM EDT, Bitcoin was trading at $77,260, while Ethereum was trading at $2,123.
24/7 Wall St. reviews dozens of analyst research reports daily to identify new investment ideas for both investors and traders. Some of these daily analyst calls cover stocks to buy. Other calls cover stocks to sell or avoid. Remember that no single analyst call should ever be used as a basis to buy or sell a stock.
Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Wednesday, May 20, 2026.
Upgrades: Centene (NYSE: CNC | CNC Price Prediction) was upgraded to Buy from Hold at Deutsche Bank, which has an $80 target price for the shares. ETSY (NYSE: ETSY) was upgraded to Buy from Neutral at Arete, with a $76 target price. Franco-Nevada (NYSE: FNV) was upgraded to Buy from Hold at TD Securities, with a $291 target price. Humana (NYSE: HUM) was raised to Buy from Hold at Deutsche Bank, with a $441 target price. Ovintiv (NYSE: OVV) was upgraded to Buy from Neutral at Citigroup, which has a $70 target price. Downgrades: Cigna Group (NYSE: CI) was cut to Hold from Buy at Deutsche Bank, with a $302 target price objective. Crown Castle (NYSE: CCI) was downgraded to Peer Perform from Outperform at Wolfe Research, without a price target. Newell Brands (NYSE: NWL) was cut to Underweight from Equal Weight at Morgan Stanley, which trimmed the target price to $3.50 from $4. Northern Oil and Gas (NYSE: NOG) was downgraded to Hold from Accumulate at Johnson Rice, which has a $36 target price for the stock. Phreesia (NYSE: PHR) was downgraded to Equal Weight from Overweight at Wells Fargo, which cut the target price for the company to $9 from $15. Initiations: BJ’s Wholesale Club Holdings (NYSE: BJ) was reinstated with a Neutral rating at Bank of America, with a $110 target price. Malibu Life (OTCPK: MLHLF) was started with a Buy rating at Jefferies, with a $25 target price. Pinnacle Financial Partners (NYSE: PNFP) was initiated with an Outperform rating at Baird, with a $115 target price. Quicklogic (NASDAQ: QUIK) was started with a Buy rating at Needham, with a $22 target price. X-Energy (NASDAQ: XE) was started with an Overweight rating at Cantor Fitzgerald, which has a $38 target for the stock.
ATLANTA--(BUSINESS WIRE)--Newell Brands Inc. (NASDAQ: NWL) announced today that President and Chief Executive Officer, Chris Peterson, and Chief Financial Officer, Mark Erceg, will participate in a fireside chat at the dbAccess Global Consumer Conference in Paris at 5:15 a.m. ET (11:15 a.m. CEST) on Wednesday, June 3, 2026. The fireside chat will be webcast and may be accessed by selecting Events & Presentations from the Investors tab of the Newell Brands website at www.newellbrands.com. Th.
Investment to support automation, digitization, sustainability, and workforce development across Newell’s French operations
PARIS--(BUSINESS WIRE)--Newell Brands (NASDAQ: NWL), a global consumer goods company behind brands including Parker®, Yankee Candle®, DYMO®, Paper Mate®, Waterman®, Spontex®, and Campingaz®, announced a €40 million investment in its French manufacturing and operations network over the next three years. The announcement was made at the Choose France Summit 2026, the annual international business summit organized by President Emmanuel Macron and the French government at the Palace of Versailles.
Newell Brands announces a planned €40 million investment in France to advance manufacturing, AI and workforce development.
Share "France is a strategically important market for Newell, and this announcement underscores our commitment to keeping our French business globally competitive," said Chris Peterson, President and Chief Executive Officer, Newell Brands. "We are planning to invest in automation, digitization, sustainability and workforce development to build a more agile, high-performing business for the long term. We are proud to make this announcement at the Choose France Summit alongside Business France and to continue deepening our partnerships in the country."
A €40 Million Investment Across Four Priority Areas
The investment will be deployed across Newell's sites in France, covering four areas:
Advanced manufacturing automation and new production line capabilities; A comprehensive digitization program leveraging artificial intelligence (AI) and modern manufacturing systems to improve safety, quality, and planning capabilities; Sustainability and infrastructure upgrades; A structured workforce development program focused on upskilling, engineering excellence, and leadership succession to support long-term careers within Newell’s French operations. Deepening a Long-Term Commitment to French Industry
France is one of Newell's top ten international markets and a meaningful part of a global portfolio in which the company’s overall international business represents 39% of total sales. The company has operated in France for over 100 years, with iconic brands including Parker, Waterman, Spontex, and Campingaz produced on French soil across generations. Newell subsidiaries currently operate sites across four major regions in France and employ nearly 1,000 people in the country. This depth of presence makes France a natural focus for Newell’s international strategy.
Reinvesting for Sustainable Growth
This investment is part of Newell's broader strategy to strengthen its competitiveness and drive long-term value creation by directing resources toward its highest-priority growth areas. The plan is enabled in part by the company's use of automation, digitization, and AI to simplify operations and accelerate decision-making. These investments are focused on modernizing facilities and building skills to support long-term employment and industrial resilience.
“France is a cornerstone of Newell's international business, and this planned investment demonstrates our dedication to its continued strength. We are grateful for the support of the French government and Business France, and we look forward to building on that partnership as we continue investing in our operations,” said Max Menozzi, President EMEA and APAC, Newell Brands
About Newell Brands. Newell Brands (NASDAQ: NWL) is a leading global consumer goods company with a strong portfolio of well-known brands, including Rubbermaid, Sharpie, Graco, Coleman, Rubbermaid Commercial Products, Yankee Candle, Paper Mate, FoodSaver, Dymo, EXPO, Elmer’s, Oster, NUK, Spontex, Campingaz, Parker, and Waterman. Newell Brands is focused on delighting consumers by lighting up everyday moments. Additional information about Newell Brands is available on the company’s website, www.newellbrands.com.
Caution Concerning Forward-Looking Statements
Some of the statements in this press release, particularly those relating to driving value or contributing to growth, are forward-looking statements within the meaning of the federal securities laws. Actual results may differ materially from those expressed or implied in the forward-looking statements. Important factors that could cause actual results to differ materially from those suggested by the forward-looking statements include the factors listed from time to time in our SEC filings, including but not limited to our Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and our other SEC filings. The company assumes no obligation to update any forward-looking statements as a result of new information, future events or developments.
Newell Brands (NASDAQ: NWL), a global consumer goods company behind brands including Parker®, Yankee Candle®, DYMO®, Paper Mate®, Waterman®, Spontex®, and Campingaz®, announced a €40 million investment in its French manufacturing and operations network over the next three years. The announcement was made at the Choose France Summit 2026, the annual international business summit organized by President Emmanuel Macron and the French government at the Palace of Versailles.
"France is a strategically important market for Newell, and this announcement underscores our commitment to keeping our French business globally competitive," said Chris Peterson, President and Chief Executive Officer, Newell Brands. "We are planning to invest in automation, digitization, sustainability and workforce development to build a more agile, high-performing business for the long term. We are proud to make this announcement at the Choose France Summit alongside Business France and to continue deepening our partnerships in the country."
A €40 Million Investment Across Four Priority Areas
The investment will be deployed across Newell's sites in France, covering four areas:
Advanced manufacturing automation and new production line capabilities; A comprehensive digitization program leveraging artificial intelligence (AI) and modern manufacturing systems to improve safety, quality, and planning capabilities; Sustainability and infrastructure upgrades; A structured workforce development program focused on upskilling, engineering excellence, and leadership succession to support long-term careers within Newell’s French operations. Deepening a Long-Term Commitment to French Industry
France is one of Newell's top ten international markets and a meaningful part of a global portfolio in which the company’s overall international business represents 39% of total sales. The company has operated in France for over 100 years, with iconic brands including Parker, Waterman, Spontex, and Campingaz produced on French soil across generations. Newell subsidiaries currently operate sites across four major regions in France and employ nearly 1,000 people in the country. This depth of presence makes France a natural focus for Newell’s international strategy.
Reinvesting for Sustainable Growth
This investment is part of Newell's broader strategy to strengthen its competitiveness and drive long-term value creation by directing resources toward its highest-priority growth areas. The plan is enabled in part by the company's use of automation, digitization, and AI to simplify operations and accelerate decision-making. These investments are focused on modernizing facilities and building skills to support long-term employment and industrial resilience.
“France is a cornerstone of Newell's international business, and this planned investment demonstrates our dedication to its continued strength. We are grateful for the support of the French government and Business France, and we look forward to building on that partnership as we continue investing in our operations,” said Max Menozzi, President EMEA and APAC, Newell Brands
About Newell Brands. Newell Brands (NASDAQ: NWL) is a leading global consumer goods company with a strong portfolio of well-known brands, including Rubbermaid, Sharpie, Graco, Coleman, Rubbermaid Commercial Products, Yankee Candle, Paper Mate, FoodSaver, Dymo, EXPO, Elmer’s, Oster, NUK, Spontex, Campingaz, Parker, and Waterman. Newell Brands is focused on delighting consumers by lighting up everyday moments. Additional information about Newell Brands is available on the company’s website, www.newellbrands.com.
Caution Concerning Forward-Looking Statements
Some of the statements in this press release, particularly those relating to driving value or contributing to growth, are forward-looking statements within the meaning of the federal securities laws. Actual results may differ materially from those expressed or implied in the forward-looking statements. Important factors that could cause actual results to differ materially from those suggested by the forward-looking statements include the factors listed from time to time in our SEC filings, including but not limited to our Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and our other SEC filings. The company assumes no obligation to update any forward-looking statements as a result of new information, future events or developments.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260601264156/en/
New York, New York--(Newsfile Corp. - May 11, 2026) - Levi & Korsinsky notifies investors that it has commenced an investigation into Option Care Health, Inc. (NASDAQ: OPCH) ("Option Care Health, Inc.") concerning potential violations of the federal securities laws.
The Q1 2026 earnings report revealed a revenue shortfall against analyst expectations. The Company simultaneously reduced its FY 2026 revenue guidance by up to 3.75% -- a cut of as much as $225 million from the top end of its prior range. The revised outlook of $5.675 billion-$5.775 billion represented a sharp departure from the $5.8 billion-$6.0 billion range that CEO John Rademacher and CFO Meenal Sethna had reaffirmed just 65 days earlier on the Q4 2025 earnings call on February 24, 2026.
The Company cited increased headwinds from the Stelara biosimilar conversion as a contributing factor. On February 24, 2026, CFO Sethna had quantified this headwind at $25 million-$35 million for FY 2026. By April 30, the headwind had increased to $55 million, as "the number of Stelara patients converting to some other therapy" was below expectations, leading to a drop in census and revenue expectations. The projected "400 basis point revenue growth headwind" had quickly jumped to "600 basis points" of CID portfolio headwinds.
If you suffered a loss on your Option Care Health, Inc. securities and would like to explore a potential recovery under the federal securities laws, Learn More About the Investigation or contact Joseph E. Levi, Esq. via email at [email protected] or call (212)363-7500 to speak to our team of experienced shareholder advocates.
WHY LEVI & KORSINSKY: Over the past 20 years, Levi & Korsinsky LLP has established itself as a nationally-recognized securities litigation firm that has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. The firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report as one of the top securities litigation firms in the United States. Attorney Advertising. Prior results do not guarantee similar outcomes.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004 [email protected]
Tel: (212)363-7500
Fax: (212)363-7171
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/296864
On May 7, 2026, Timothy P. Sullivan, Director at Option Care Health (OPCH 2.81%), reported an open-market purchase of 24,154 shares at a weighted-average price of $20.69 per share according to the SEC Form 4 filing.
Transaction summaryMetricValueShares traded24,154Transaction value~$500,000Post-transaction shares (direct)73,383Post-transaction value (direct ownership)~$1.52 millionTransaction value based on SEC Form 4 weighted average purchase price ($20.69); post-transaction value based on May 7, 2026 market close ($20.75).
Key questionsHow does this transaction affect Sullivan’s overall ownership?
This purchase increased Sullivan’s direct holdings by 49.06%, bringing his total direct position to 73,383 shares, with no indirect or derivative holdings reported post-transaction.What is the context of this buy compared to Sullivan’s recent trading activity?
Sullivan’s last reported trade was an open-market purchase of 20,000 shares in August 2025, and this latest acquisition marks the second consecutive period of accumulation after a large sale in August 2024.How does the transaction value compare to Sullivan’s remaining holdings?
The ~$500,000 purchase represents a substantial commitment, with the post-transaction direct holdings valued at approximately ~$1.52 million at the May 7, 2026 market close.What market context surrounded this purchase?
Option Care Health shares have declined 37.9% over the past year (as of May 7, 2026), meaning Sullivan’s increased exposure is occurring at a lower price point compared to prior periods.Company overviewMetricValueRevenue (TTM)$5.67 billionNet income (TTM)$206.19 millionPrice (as of market close 5/7/26)$20.751-year price changeN/A* 1-year price change calculated using May 7th, 2026 as the reference date.
Company snapshotProvides home and alternate site infusion therapies, including anti-infective, immunoglobulin, parenteral and enteral nutrition, and specialty treatments for chronic and acute conditions.Operates a service-based model, generating revenue through clinical care, pharmaceutical dispensing, and nursing services for patients requiring complex infusion therapy outside traditional hospital settings.Serves patients with chronic and acute illnesses, hospitals, physicians, and payers across the United States, focusing on individuals needing ongoing infusion and specialty care.Option Care Health provides home and alternate site infusion services in the United States, has a national footprint, and employs approximately 8,000 people. The company leverages clinical expertise and a broad therapy portfolio to deliver high-touch, cost-effective care for patients with complex medical needs. Its scale, service breadth, and integrated care approach position it as a key partner for healthcare providers and payers seeking quality outcomes in alternate site care delivery.
What this transaction means for investorsThe Form 4 checkbox for a 10b5-1 plan is blank, which matters here. Sullivan's purchase is discretionary — he decided to buy roughly $500,000 worth of OPCH shares on May 7 without a pre-scheduled plan behind it. That carries more signal than a routine plan execution, which is essentially just following prior instructions on a timer. The pattern adds context. Sullivan sold in August 2024, then bought in August 2025, and now again this month. He's rebuilt his stake and then some across two consecutive open-market purchases — and each one has been a deliberate decision, not an automatic one. OPCH has dropped about 38% over the past year, so Sullivan is adding at a meaningfully lower price than prior transactions. Directors don't have the same real-time operational visibility that executives do, but they do sit in the boardroom. Whether insider buying registers in your own process is a personal call — but before it does, the more important thing to watch is whether the company can re-accelerate revenue growth. The CEO flagged it as the central problem last quarter, and EBITDA is already compressing. The insider signal is cleaner than most; the underlying business story still needs to prove itself.
Seena Hassouna has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
NEW YORK--(BUSINESS WIRE)--The law firm of Kirby McInerney LLP is investigating potential claims against Option Care Health, Inc. (“Option Care Health” or the “Company”) (NASDAQ:OPCH). The investigation concerns whether the Company and/or members of its senior management may have violated federal securities laws or engaged in other unlawful business practices. [LEARN MORE ABOUT THE INVESTIGATION] What Happened? On February 24, 2026, Option Care Health announced fourth quarter 2025 earnings. On.
Option Care Health executives reaffirmed $5.8B-$6.0B revenue guidance on February 24, 2026, then slashed the range to $5.675B-$5.775B just 65 days later -- a reduction of up to 3.75%.
, /PRNewswire/ -- Shareholders who held Option Care Health (NASDAQ: OPCH) watched nearly 30% of their investment vanish after the company disclosed Q1 2026 results that missed revenue expectations and cut FY 2026 guidance by as much as $225 million from the top of the previously stated range. Those who lost money on OPCH are encouraged to submit their information to Levi & Korsinsky . You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.
On February 24, 2026, during the Q4 2025 earnings call, CFO Meenal Sethna told investors: "We are reaffirming the guidance we announced in January. We expect full-year 2026 revenue of $5.8 billion to $6 billion." CEO John Rademacher added: "We are confident in the guidance we are putting forth and look forward to continuing our track record of execution." On April 30, 2026 -- just 65 days later -- the company revised FY 2026 revenue guidance downward to $5.675 billion to $5.775 billion, a shortfall of up to $225 million from the prior ceiling.
The February reaffirmation came with a disclosed Stelara biosimilar gross-profit headwind of $25 million to $35 million, with a 400-basis-point revenue growth headwind. The April revision instead attributed "a negative 600 basis point revenue growth headwind … due to the lower CID patient retention and therapy mix." Levi & Korsinsky is investigating whether Option Care Health's prior guidance statements adequately reflected information available to management at the time they were made.
OPCH investors who suffered losses are encouraged to contact Levi & Korsinsky to discuss their legal rights . You may also reach Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.
WHY LEVI & KORSINSKY -- Ranked in ISS Securities Class Action Services' Top 50 Report for seven consecutive years, Levi & Korsinsky, LLP is a nationally recognized leader in shareholder rights litigation. With a team of over 70 professionals, the firm has recovered hundreds of millions of dollars for investors.
Frequently Asked Questions About the OPCH Investigation
Q: Who is conducting the OPCH investigation? A: Levi & Korsinsky, LLP is investigating potential securities law violations on behalf of investors who purchased OPCH securities and suffered financial losses. The firm is nationally recognized, ranked in the ISS Top 50 for seven consecutive years, and has recovered hundreds of millions of dollars for aggrieved investors.
Q: Which statements are being investigated as potentially misleading? A: The investigation concerns whether Option Care Health made materially false or misleading statements regarding its FY 2026 revenue guidance. On February 24, 2026, management reaffirmed a $5.8 billion to $6.0 billion revenue range. On April 30, 2026, the company reduced that range to $5.675 billion to $5.775 billion -- a reduction of up to 3.75%.
Q: How much did OPCH stock drop? A: Shares fell approximately 26.4% by market open on April 30, 2026, after the company reported a Q1 revenue miss and slashed FY 2026 guidance. Investors who purchased shares at higher prices may have sustained significant losses.
Q: What do OPCH investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible to participate in the investigation.
Q: What does it cost me to participate? A: Nothing. Securities investigations are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: What if I already sold my OPCH shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought OPCH and sold at a loss may still participate in the investigation.
Q: Do I need to go to court or give testimony? A: No. Participating in the investigation does not require court appearances or depositions.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
Option Care Health stock drops nearly 30% on April 30, 2026, after the company reports a Q1 revenue miss and slashes FY 2026 guidance by up to 3.75% May 14, 2026 09:00 ET | Source: Levi & Korsinsky, LLP
NEW YORK, May 14, 2026 (GLOBE NEWSWIRE) -- Option Care Health (NASDAQ: OPCH) shares fell approximately 26.4% by market open and achieved losses of more than 30% at midday following the Company’s Q1 2026 report which disclosed a significant revenue miss below Wall Street expectations and a significant cut to the company’s full-year 2026 revenue guidance from $5.8 billion-$6.0 billion down to $5.675 billion-$5.775 billion. Shareholders who lost money on their OPCH investment are encouraged to submit their information here. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.
Levi & Korsinsky, LLP has initiated an investigation into whether Option Care Health made materially false or misleading statements to investors. On the company's Q4 2025 earnings call on February 24, 2026, CFO Meenal Sethna stated: "We are reaffirming the guidance we announced in January. We expect full-year 2026 revenue of $5.8 billion to $6 billion." CEO John Rademacher added: "We are confident in the guidance we are putting forth and look forward to continuing our track record of execution." Two months later, the company disclosed that FY 2026 revenue would instead fall in the range of $5.675 billion to $5.775 billion -- a reduction of approximately $125 million to $225 million from the previously reaffirmed range.
The investigation is examining the period during which these statements were made and whether investors were adequately informed of the factors -- including a significant increased headwind from the change in patient census, “where [management] had assumed the number of Stelara patients converting to some other therapy … and that didn’t happen.”
If you purchased Option Care Health shares and suffered a loss, click here to discuss your legal rights. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.
ABOUT LEVI & KORSINSKY, LLP -- Over the past 20 years, Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders. The firm has extensive expertise in complex securities litigation and a team of over 70 employees. For seven consecutive years, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report.
Frequently Asked Questions About the OPCH Investigation
Q: What is the OPCH securities fraud investigation about? A: A securities fraud investigation has been initiated concerning Option Care Health (NASDAQ: OPCH) regarding potentially materially false and misleading statements about the company's financial outlook. Shares fell more than 25% after the company disclosed a Q1 2026 revenue miss and a substantial downward revision to FY 2026 guidance, causing significant losses for shareholders.
Q: Who is conducting the OPCH investigation? A: Levi & Korsinsky, LLP is investigating potential securities fraud on behalf of investors who purchased OPCH securities. The firm is nationally recognized, ranked in the ISS Top 50 for seven consecutive years, and has recovered hundreds of millions of dollars for aggrieved investors.
Q: Who is eligible to participate in the OPCH investigation? A: Investors who purchased OPCH stock or securities and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses -- not on whether you still hold the shares.
Q: What do OPCH investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible to participate in the investigation.
Q: What if I already sold my OPCH shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought OPCH and sold at a loss may still participate in the investigation.
Q: What does it cost me to participate? A: Nothing. Securities investigations and any resulting actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: Why should investors choose Levi & Korsinsky? A: Ranked among top securities litigation firms by ISS for seven consecutive years. Recovered hundreds of millions for shareholders with extensive federal court experience.
NEW YORK, May 14, 2026 (GLOBE NEWSWIRE) -- The law firm of Kirby McInerney LLP reminds investors of its investigation on behalf of Option Care Health, Inc. (“Option Care Health” or the “Company”) (NASDAQ:OPCH) investors concerning the Company’s and/or members of its senior management’s possible violation of the federal securities laws or other unlawful business practices.
[LEARN MORE ABOUT THE INVESTIGATION]
What Happened?
On February 24, 2026, Option Care Health announced fourth quarter 2025 earnings. On the earnings call, the Company’s guidance included a disclosed Stelara biosimilar gross-profit headwind of $25 million to $35 million for FY 2026. The Company also gave full year 2026 revenue guidance of $5.8B-$6.0B. CEO John Rademacher stated: “We are confident in the guidance we are putting forth and look forward to continuing our track record of execution.”
On April 30, 2026, Option Care Health released its first quarter 2026 financial results, including revenue of only $1.35 billion (a 1.3% increase year over year) missing consensus estimates, as well as net income of $45.3 million, down 3.0% year over year, and an adjusted EBITDA of $104.8 million, down 6.3% year over year. The Company also lowered its full year 2026 guidance for revenue from $5.8B-$6.0B to $5.675B - $5.775B. The Company blamed its reduced guidance on “lower CID patient retention and therapy mix.” On this news, the price of Option Care Health shares declined by $6.54 per share, or approximately 24%, from $26.87 per share on April 29, 2026 to close at $20.33 on April 30, 2026.
What Should I Do?
At this stage, no lawsuit has been filed. The investigation is ongoing to determine whether claims may be brought under federal securities laws.
If you purchased or otherwise acquired Option Care Health securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.
[LEARN MORE ABOUT SECURITES CLASS ACTIONS]
Kirby McInerney LLP is a New York-based plaintiffs’ law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm’s efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found at Kirby McInerney LLP’s website.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
NEW YORK--(BUSINESS WIRE)--Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Option Care Health, Inc. (NASDAQ: OPCH) resulting from allegations that Option Care Health, Inc. may have issued materially misleading business information to the investing public. So What: If you purchased Option Care Health, Inc. securities you may be entitled to compensation without payment of any out of pocket fees or costs.
Boston, Massachusetts--(Newsfile Corp. - May 18, 2026) - Block & Leviton is investigating Option Care Health, Inc. (NASDAQ: OPCH) for potential securities law violations. Investors who have lost money in their Option Care Health, Inc. investment should contact the firm to learn more about how they might recover those losses. For more details, visit https://blockleviton.com/cases/opch.
What is this all about?
Option Care Health, Inc.'s stock fell over 30% on April 30, 2026, after the company reported first quarter results and cut its full year revenue guidance. The company attributed the weaker revenue outlook to a larger than expected patient census reset in its chronic inflammatory disease portfolio, including Stelara biosimilar conversions. Earlier in 2026, Option Care Health maintained its full year revenue guidance and said its related patient census assumptions were aligned with expectations.
Who is eligible?
Anyone who purchased Option Care Health, Inc. common stock and has seen their shares fall may be eligible, whether or not they have sold their investment. Investors should contact Block & Leviton to learn more.
What is Block & Leviton doing?
Block & Leviton is investigating whether the Company committed securities law violations and may file an action to attempt to recover losses on behalf of investors who have lost money.
What should you do next?
If you've lost money on your investment, you should contact Block & Leviton to learn more via our case website, by email at [email protected], or by phone at (888) 256-2510.
Whistleblower?
If you have non-public information about Option Care Health, Inc., you should consider assisting in our investigation or working with our attorneys to file a report with the Securities Exchange Commission under their whistleblower program. Whistleblowers who provide original information to the SEC may receive rewards of up to 30% of any successful recovery. For more information, contact Block & Leviton at [email protected] or by phone at (888) 256-2510.
Why should you contact Block & Leviton?
Block & Leviton is widely regarded as one of the leading securities class action firms in the country. Our attorneys have recovered billions of dollars for defrauded investors and are dedicated to obtaining significant recoveries on behalf of our clients through active litigation in the federal courts across the country. Many of the nation's top institutional investors hire us to represent their interests. You can learn more about us at our website www.blockleviton.com, call (888) 256-2510 or email [email protected] with any questions.
This notice may constitute attorney advertising.
CONTACT:
BLOCK & LEVITON LLP
260 Franklin St., Suite 1860
Boston, MA 02110
Phone: (888) 256-2510
Email: [email protected]
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/297823
Source: Block & Leviton LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
NEW YORK--(BUSINESS WIRE)--The law firm of Kirby McInerney LLP continues its investigation on behalf of Option Care Health, Inc. (“Option Care Health” or the “Company”) (NASDAQ:OPCH) investors concerning the Company's and/or members of its senior management's possible violation of the federal securities laws and other unlawful business practices. [LEARN MORE ABOUT THE INVESTIGATION] What Happened? On February 24, 2026, Option Care Health announced fourth quarter 2025 earnings. On the earnings c.
Option Care Health shares lose more than 25% on April 30, 2026, after Q1 2026 revenue falls short of Wall Street expectations and the Company cuts full-year guidance.
, /PRNewswire/ -- Investors who held Option Care Health (NASDAQ: OPCH) shares saw the stock drop 25%-30% after the Company reported Q1 2026 revenue that missed consensus estimates and slashed its FY 2026 revenue outlook from $5.8 billion-$6.0 billion down to $5.675 billion-$5.775 billion. Shareholders who lost money on OPCH are encouraged to submit their information to discuss their legal rights. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.
The Q1 2026 earnings report revealed a revenue shortfall against analyst expectations. The Company simultaneously reduced its FY 2026 revenue guidance by up to 3.75% -- a cut of as much as $225 million from the top end of its prior range. The revised outlook of $5.675 billion-$5.775 billion represented a sharp departure from the $5.8 billion-$6.0 billion range that CEO John Rademacher and CFO Meenal Sethna had reaffirmed just 65 days earlier on the Q4 2025 earnings call on February 24, 2026.
The Company cited increased headwinds from the Stelara biosimilar conversion as a contributing factor. On February 24, 2026, CFO Sethna had quantified this headwind at $25 million-$35 million for FY 2026. By April 30, the headwind had increased to $55 million, as "the number of Stelara patients converting to some other therapy" was below expectations, leading to a drop in census and revenue expectations. The projected "400 basis point revenue growth headwind" had quickly jumped to "600 basis points" of CID portfolio headwinds.
If you purchased Option Care Health shares and suffered a loss, click here to discuss your legal rights with Levi & Korsinsky. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.
ABOUT THE FIRM -- For over two decades, Levi & Korsinsky has represented shareholders in securities investigations and actions. Ranked in ISS Top 50 for seven consecutive years.
Frequently Asked Questions About the OPCH Investigation
Q: How much did OPCH stock drop? A: Shares fell over 25% on April 30, 2026, after the Company reported a Q1 revenue miss and cut FY 2026 revenue guidance by up to 3.75%. Investors who purchased shares at higher prices may be entitled to recovery.
Q: Which statements are being investigated as potentially misleading? A: The investigation concerns whether Option Care Health made materially false or misleading statements regarding its FY 2026 revenue outlook and the adequacy of its disclosed headwinds. When actual results diverged sharply from prior guidance, the stock price declined significantly.
Q: Who is eligible to participate in the OPCH investigation? A: Investors who purchased OPCH stock and suffered financial losses may be eligible. Eligibility is based on purchase history and documented losses -- not on whether you still hold the shares.
Q: What do OPCH investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible to participate in the investigation.
Q: What if I already sold my OPCH shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought OPCH and sold at a loss may still participate in the investigation.
Q: What does it cost me to participate? A: Nothing. Securities investigations are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: Has Levi & Korsinsky handled similar cases before? A: Yes, including securities investigations involving revenue guidance revisions, earnings misrepresentation, and executive misconduct across numerous industries.
CONTACT:\
Levi & Korsinsky, LLP\
Joseph E. Levi, Esq.\
Ed Korsinsky, Esq.\
33 Whitehall Street, 27th Floor\
New York, NY 10004\
[email protected] \
Tel: (212) 363-7500\
Fax: (212) 363-7171
LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz continues its investigation of Option Care Health, Inc. (“Option Care Health” or the “Company”) (NASDAQ: OPCH) on behalf of investors concerning the Company's possible violations of federal securities laws.IF YOU ARE AN INVESTOR WHO LOST MONEY ON OPTION CARE HEALTH, INC. (OPCH), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS.What Is The Investigation About?On April 30, 2026, Option Care Health released.
BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith continues its investigation on behalf of Option Care Health, Inc. (“Option Care Health” or the “Company”) (NASDAQ: OPCH) investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN OPTION CARE HEALTH, INC. (OPCH), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. Contact the Law Offices of Howard G. Smith to discuss.
Law Offices of Howard G. Smith continues its investigation on behalf of Option Care Health, Inc. (“Option Care Health” or the “Company”) (NASDAQ: OPCH) investors concerning the Company’s possible violations of federal securities laws.
IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN OPTION CARE HEALTH, INC. (OPCH), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.
Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.
What Happened?
On April 30, 2026, Option Care Health released its first quarter 2026 financial results, including revenue of only $1.35 billion (a 1.3% increase year over year) missing consensus estimates, as well as net income of $45.3 million, down 3.0% year over year, and an adjusted EBITDA of $104.8 million, down 6.3% year over year. The Company also lowered its full year 2026 guidance for revenue by approximately $200 million at the mid-point.
On this news, Option Care Health’s stock price fell $6.54, or 24.3%, to close at $20.33 per share on April 30, 2026, thereby injuring investors.
Contact Us To Participate or Learn More:
If you purchased Option Care Health securities, have information or would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020,
Telephone: (215) 638-4847
Email: [email protected],
Visit our website at: www.howardsmithlaw.com.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260520900817/en/
LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, continues its investigation on behalf of Option Care Health, Inc. (“Option Care Health” or the “Company”) (NASDAQ: OPCH) investors concerning the Company's possible violations of the federal securities laws.IF YOU ARE AN INVESTOR WHO LOST MONEY ON OPTION CARE HEALTH, INC. (OPCH), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.What Happened?On April 30.
NEW YORK, May 21, 2026 (GLOBE NEWSWIRE) -- The law firm of Kirby McInerney LLP continues its investigation on behalf of Option Care Health, Inc. (“Option Care Health” or the “Company”) (NASDAQ:OPCH) investors concerning the Company’s and/or members of its senior management’s possible violation of the federal securities laws and other unlawful business practices.
[LEARN MORE ABOUT THE INVESTIGATION]
What Happened?
On February 24, 2026, Option Care Health announced fourth quarter 2025 earnings. On the earnings call, the Company’s guidance included a disclosed Stelara biosimilar gross-profit headwind of $25 million to $35 million for FY 2026. The Company also gave full year 2026 revenue guidance of $5.8B-$6.0B. CEO John Rademacher stated: “We are confident in the guidance we are putting forth and look forward to continuing our track record of execution.”
On April 30, 2026, Option Care Health released its first quarter 2026 financial results, including revenue of only $1.35 billion (a 1.3% increase year over year) missing consensus estimates, as well as net income of $45.3 million, down 3.0% year over year, and an adjusted EBITDA of $104.8 million, down 6.3% year over year. The Company also lowered its full year 2026 guidance for revenue from $5.8B-$6.0B to $5.675B - $5.775B. The Company blamed its reduced guidance on “lower CID patient retention and therapy mix.” On this news, the price of Option Care Health shares declined by $6.54 per share, or approximately 24%, from $26.87 per share on April 29, 2026 to close at $20.33 on April 30, 2026.
What Should I Do?
At this stage, no lawsuit has been filed. The investigation is ongoing to determine whether claims may be brought under federal securities laws.
If you purchased or otherwise acquired Option Care Health securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.
[LEARN MORE ABOUT SECURITIES CLASS ACTIONS]
Kirby McInerney LLP is a New York-based plaintiffs’ law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm’s efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found at Kirby McInerney LLP’s website.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
On May 29, 2026, Option Care Health Inc OPCH shares fell 3.2%, closing at $20.88. The stock has seen considerable volatility over the past year, with a 52-week high of $36.80 and a low of $18.01.
GF Value™ verdict: Currently priced at $20.88, OPCH is estimated to be 47.9% undervalued compared to its GF Value™ of $40.10. GF Score™ of 81/100 indicates a strong overall ranking, suggesting solid potential for long-term returns. Notable insider activity, with insiders purchasing $1.9 million worth of shares in the last three months, indicating confidence in the company's future. Is OPCH Overvalued or Undervalued? With a GF Value™ of $40.10, Option Care Health Inc OPCH is significantly undervalued at its current price of $20.88. This represents a substantial margin of safety of 47.9%, indicating a potential opportunity for investors. The GF Valuation label suggests that the stock is not only undervalued but also presents a favorable entry point, assuming the company's fundamentals support future growth. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
Despite the attractive valuation, it is essential to consider the risks involved. The stock has experienced significant declines in recent months, with a year-to-date drop of 34.5%. This downward momentum may deter some investors; however, the underlying value indicated by GF Value™ suggests a divergence between market perception and intrinsic worth.
How Does OPCH's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 16.2x 26.6x Forward P/E 11.4x N/A The current P/E (TTM) of 16.2x is significantly below its 5-year median P/E of 26.6x, indicating that the stock is trading at a valuation that is 39% lower than its historical average. This P/E analysis aligns with the GF Value™ verdict, further reinforcing the notion that OPCH is undervalued compared to its historical trading patterns and future earnings potential.
What Does OPCH's GF Score™ Tell Us? Metric Rating GF Score™ 81/100 Financial Strength 6/10 Profitability 7/10 Growth 9/10 Valuation 4/10 Momentum 4/10 The GF Score™ of 81/100 indicates a robust overall assessment of Option Care Health Inc OPCH , with strong growth potential (9/10) being its standout feature. However, the valuation rank of 4/10 suggests some concerns regarding its current pricing relative to earnings. The financial strength of 6/10 and profitability rank of 7/10 indicate a stable financial position, but the lower momentum rank may reflect recent market performance challenges.
What Are Insiders Doing with OPCH Stock? In the past three months, insiders have demonstrated confidence in Option Care Health Inc by purchasing $1.9 million worth of shares, with no recorded sales. This pattern of insider buying can be a positive signal, suggesting that those with the most intimate knowledge of the company believe in its future prospects. Such actions often reflect a belief in the underlying value and potential for recovery or growth, despite the current market pressures.
What This Means for Investors Based on the GF Value™ assessment indicating that OPCH is 47.9% undervalued, the stock presents a potential opportunity for investors looking for value plays in the healthcare sector. However, the recent price performance and market volatility warrant a cautious approach, considering the risks inherent in the current market environment.
For the complete analysis, visit the Option Care Health Inc OPCH 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 OPCH's GF Score™?
OPCH's GF Score™ is 81/100, indicating a strong overall ranking that suggests solid potential for long-term returns based on key performance metrics.
Is OPCH overvalued or undervalued?
According to the GF Value™ assessment, OPCH is undervalued at its current price of $20.88, which is significantly below its estimated fair value of $40.10.
What is OPCH's P/E ratio?
OPCH has a P/E (TTM) of 16.2x, which is considerably lower than its 5-year median P/E of 26.6x, confirming that the stock is trading at a lower valuation than its historical averages.
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].
June 01, 2026 07:00 ET | Source: Option Care Health, Inc.
BANNOCKBURN, Ill., June 01, 2026 (GLOBE NEWSWIRE) -- Option Care Health is proud to announce it has been ranked No. 15 on the World’s Most Impactful Companies 2026 list, a global recognition of organizations delivering measurable positive impact across society, the environment, and the economy. This recognition is presented by TIME and Statista, global leaders in data analysis and industry benchmarking, and it can now be viewed on time.com.
Being named to the World’s Most Impactful Companies 2026 list signifies that Option Care Health stands among a select group of organizations driving meaningful change through their core business activities. Unlike perception-based assessments or self-reported sustainability claims, this ranking is grounded in a rigorous, science-based methodology. The Upright Project’s Net Impact Model evaluates companies based on the net-positive contributions of their products and services across four key dimensions: Society, Knowledge, Health, and Environment.
Inclusion in this ranking represents an independent, third-party endorsement of Option Care Health’s measurable impact, reinforcing its commitment to responsible business practices and strengthening trust among customers, team members, partners, and the broader public. It highlights the company’s ability to create value not only for shareholders, but for society at large.
John C. Rademacher, President and CEO of Option Care Health, shared, “Our purpose is to provide extraordinary care that changes lives. That commitment drives everything we do from supporting our patients to shaping the future of healthcare. We’re incredibly proud to be recognized as #15 on TIME's World’s Most Impactful Companies list. This recognition reflects the meaningful impact our team members make every day. We never lose sight of the fact that behind every dose dispensed and every nursing visit is a loved one and we’re honored to make a difference when it matters most.”
About Option Care Health
Option Care Health is the nation’s largest independent provider of home and alternate site infusion services. With over 8,000 team members including more than 5,000 clinicians, we work compassionately to elevate standards of care for patients with acute and chronic conditions in all 50 states. Through our clinical leadership, expertise and national scale, Option Care Health is reimagining the infusion care experience for patients, customers and team members. To learn more, please visit our website at optioncarehealth.com.
June 04, 2026 07:00 ET | Source: Option Care Health, Inc.
BANNOCKBURN, Ill., June 04, 2026 (GLOBE NEWSWIRE) -- Option Care Health, Inc. (NASDAQ: OPCH), the nation’s largest independent provider of home and alternate site infusion services, announced the appointment of Robert Okunski as Vice President, Investor Relations effective May 26, 2026.
In this role, Okunski will lead the Company’s investor relations strategy and serve as the primary liaison between Option Care Health and the investment community. He will be responsible for communicating the Company’s business strategy, financial performance, capital allocation priorities and long-term growth opportunities to investors, analysts and other key stakeholders.
“Bob brings more than two decades of investor relations leadership experience across healthcare, technology and energy industries,” said Meenal Sethna, Chief Financial Officer of Option Care Health. “His proven track record of building best-in-class investor relations programs, strengthening investor engagement and enhancing transparency, elevating corporate visibility, will be invaluable as we continue to execute our growth strategy and create long-term shareholder value.”
Okunski joins Option Care Health from Enhabit Home Health & Hospice, where he served as Vice President of Investor Relations. During his tenure, he led the company’s investor relations strategy, enhanced engagement with institutional investors and analysts, and increased the company’s visibility within the investment community.
Prior to Enhabit, Okunski held senior investor relations leadership positions at Velo3D Inc., SunPower Corporation, Spansion Inc. and PeopleSoft.
Okunski holds a Master of Business Administration from Moravian University and a Bachelor of Arts from Colgate University.
About Option Care Health
Option Care Health is the nation’s largest independent provider of home and alternate site infusion services. With over 8,000 team members including more than 5,000 clinicians, we work compassionately to elevate standards of care for patients with acute and chronic conditions in all 50 states. Through our clinical leadership, expertise and national scale, Option Care Health is reimagining the infusion care experience for patients, customers and team members. To learn more, please visit our website at optioncarehealth.com.
Dividend Aristocrats, tracked via NOBL, outperformed SPY YTD despite a sharp March pullback, with 44 Aristocrats beating SPY and 17 posting double-digit gains. Momentum, valuation (via dividend yield theory), and projected long-term total return now guide Aristocrat selection, with 39 currently screening as undervalued and offering ≥10% expected annualized returns. Recent dividend increases from CL, GD, LIN, and O bring the 2026 average Aristocrat dividend growth rate to 3.40%, with Realty Income expected to announce further hikes throughout the year.
, /PRNewswire/ -- Erie Indemnity Company (NASDAQ: ERIE) will host a pre-recorded audio webcast with the financial community providing financial results for the first quarter 2026 on Friday, April 24th, at 10 a.m. Eastern Time. Erie Indemnity will issue a press release reporting its results after the close of the market on Thursday, April 23rd.
The pre-recorded audio will be available on the company's Investor Relations website at www.erieinsurance.com/investors
To access the pre-recorded audio via phone, please go to this link (registration link), and you will be provided details. To avoid delays, we encourage participants to dial into the conference call fifteen minutes ahead of the scheduled start time.
To automatically receive Erie Indemnity financial news by email, please visit www.erieinsurance.com and subscribe to email alerts.
About Erie Insurance
Erie Insurance Group, based in Erie, Pennsylvania, is the 11th largest homeowners insurer, 12th largest automobile insurer and 10th largest commercial lines insurer in the United States based on direct premiums written, according to AM Best Company. Founded in 1925, Erie Insurance is a Fortune 500 company and the 16th largest property/casualty insurer in the United States based on net premiums written. Rated A (Excellent) by AM Best, ERIE has nearly seven million policies in force and operates in 12 states and the District of Columbia. News releases and more information are available on ERIE's website at www.erieinsurance.com
On April 14, 2026, Erie Indemnity Co ERIE shares fell 4.5% today, bringing the current price to $249.43. Over the past 52 weeks, the stock has traded between $233.82 and $434.00, reflecting significant volatility in its pricing.
GF Value™ verdict: 35.3% undervalued, with a fair value estimated at $385.37.GF Score™ of 72/100 indicates the stock is rated as above average in terms of its investment potential.Financial Strength rating of 9/10 highlights the company's solid financial foundation. Is ERIE Overvalued or Undervalued? Currently, Erie Indemnity Co's stock price of $249.43 is significantly below the GF Value™ estimate of $385.37, suggesting that the stock is undervalued by approximately 35.3%. This margin of safety presents a compelling opportunity for investors who seek value stocks. According to the GF Valuation label, Erie Indemnity Co is categorized as significantly undervalued, indicating that the current market price does not reflect the intrinsic value of the company based on its fundamentals.
However, it is important to approach this opportunity with caution. While undervaluation may signal a potential for price appreciation, investors should consider the company's recent performance, including a year-to-date decline of 12% and a substantial 40% drop over the past year. These results could be reflective of broader market conditions or company-specific challenges that warrant further investigation.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
How Does ERIE's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 23.3x 35.9x Forward P/E 18.5x - Erie Indemnity Co's current P/E ratio of 23.3x is significantly below its 5-year median P/E of 35.9x, indicating that the stock is trading at a lower valuation than its historical average. The forward P/E of 18.5x further suggests that the market anticipates improved earnings in the future. This P/E analysis aligns with the GF Value™ verdict of undervaluation, reinforcing the notion that the stock may have room for growth compared to its historical pricing metrics.
What Does ERIE's GF Score™ Tell Us? Metric Rating GF Score™ 72/100 Financial Strength 9/10 Profitability 8/10 Growth 4/10 Valuation 4/10 Momentum 2/10 The GF Score™ provides a comprehensive view of Erie Indemnity Co's overall investment quality. With a score of 72/100, the company ranks above average, particularly in Financial Strength (9/10) and Profitability (8/10), indicating a robust financial position and effective operations. However, the Growth (4/10) and Momentum (2/10) scores suggest that the company may face challenges in expanding its earnings and maintaining upward price momentum, which could be a concern for growth-oriented investors.
What Are Insiders Doing with ERIE Stock? Over the last three months, there have been no insider transactions reported for Erie Indemnity Co. This lack of activity may suggest that insiders do not perceive an immediate need to buy or sell shares, potentially indicating confidence in the company's long-term outlook. However, the absence of insider buying may also raise questions about the company's recent performance and future prospects from those closest to its operations.
What This Means for Investors Based on the analysis of GF Value™, Erie Indemnity Co appears to be undervalued at its current price of $249.43, with a significant margin of safety of 35.3%. While this presents an opportunity for potential appreciation, investors should also consider the recent performance trends and the company's growth prospects before making decisions.
For the complete analysis, visit the Erie Indemnity Co ERIE 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 ERIE's GF Score™?
ERIE's GF Score™ is 72/100, indicating that the stock ranks above average in terms of its investment potential based on key financial metrics.
Is ERIE overvalued or undervalued?
ERIE is currently undervalued, with a GF Value™ estimate of $385.37 compared to its current price of $249.43, representing a 35.3% margin of safety.
What is ERIE's P/E ratio?
ERIE's P/E ratio is 23.3x, which is significantly below its 5-year median P/E of 35.9x, indicating that the stock is trading at a lower valuation than its historical average.
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].
Net Income was $150.5 million, Earnings per Diluted Share was $2.88
, /PRNewswire/ -- Erie Indemnity Company (NASDAQ: ERIE) today announced financial results for the quarter ending March 31, 2026. Net income was $150.5 million, or $2.88 per diluted share, in the first quarter of 2026, compared to $138.4 million, or $2.65 per diluted share, in the first quarter of 2025.
1Q 2026
(in thousands)
1Q'26
1Q'25
Operating income
$ 166,787
$ 151,376
Investment income
22,119
19,536
Other income
1,420
3,834
Income before income taxes
190,326
174,746
Income tax expense
39,852
36,329
Net income
$ 150,474
$ 138,417
1Q 2026 Highlights
Operating income before taxes increased $15.4 million, or 10.2 percent, in the first quarter of 2026 compared to the first quarter of 2025.
Management fee revenue - policy issuance and renewal services increased $31.4 million, or 4.2 percent, in the first quarter of 2026 compared to the first quarter of 2025. Management fee revenue - administrative services increased $1.8 million, or 10.4 percent, in the first quarter of 2026 compared to the first quarter of 2025. Cost of operations - policy issuance and renewal services Commissions increased $28.0 million in the first quarter of 2026, compared to the same period in 2025, primarily driven by an increase in agent incentive compensation and the growth in direct and affiliated assumed written premium. Non-commission expense decreased $10.7 million in the first quarter of 2026 compared to the first quarter of 2025. Personnel costs increased $2.1 million, primarily driven by higher pension costs and increased compensation. Sales and advertising decreased $2.0 million primarily due to a decrease in advertising costs and community development initiative costs. Acquisition and underwriting support costs decreased $1.9 million primarily due to lower underwriting report costs. Professional fees decreased $7.0 million primarily due to reduced use of third-party services related to technology initiatives. Administrative and other costs decreased $1.6 million primarily due to lower charitable contributions related to the transition of charitable giving through the Erie Insurance Foundation, partially offset by an increase in credit card processing fees. Income from investments before taxes totaled $22.1 million in the first quarter of 2026 compared to $19.5 million in the first quarter of 2025. Net investment income was $23.6 million in the first quarter of 2026 compared to $19.9 million in the first quarter of 2025. Net realized and unrealized losses were $0.8 million in the first quarter of 2026 compared to gains of $0.5 million in the first quarter of 2025.
Webcast Information
Indemnity has scheduled a pre-recorded audio broadcast on the Web for 10:00 AM ET on April 24, 2026. Investors may access the pre-recorded audio broadcast by logging on to www.erieinsurance.com.
Erie Insurance Group
Erie Insurance Group, based in Erie, Pennsylvania, is the 11th largest homeowners insurer, 12th largest automobile insurer and 10th largest commercial lines insurer in the United States based on direct premiums written, according to AM Best Company. Founded in 1925, Erie Insurance is a Fortune 500 company and the 16th largest property/casualty insurer in the United States based on net premiums written. Rated A (Excellent) by AM Best, ERIE has nearly seven million policies in force and operates in 12 states and the District of Columbia.
News releases and more information are available on ERIE's website at www.erieinsurance.com.
"Safe Harbor" Statement under the Private Securities Litigation Reform Act of 1995:
Statements contained herein that are not historical fact are forward-looking statements and, as such, are subject to risks and uncertainties that could cause actual events and results to differ, perhaps materially, from those discussed herein. Forward-looking statements relate to future trends, events or results and include, without limitation, statements and assumptions on which such statements are based that are related to our plans, strategies, objectives, expectations, intentions, and adequacy of resources. Examples of forward-looking statements are discussions relating to premium and investment income, expenses, operating results, and compliance with contractual and regulatory requirements. Forward-looking statements are not guarantees of future performance and involve risks and uncertainties that are difficult to predict. Therefore, actual outcomes and results may differ materially from what is expressed or forecasted in such forward-looking statements. Among the risks and uncertainties, in addition to those set forth in our filings with the Securities and Exchange Commission, that could cause actual results and future events to differ from those set forth or contemplated in the forward-looking statements include the following:
dependence upon our relationship with the Erie Insurance Exchange ("Exchange") and the management fee under the agreement with the subscribers at the Exchange; dependence upon our relationship with the Exchange and the growth of the Exchange, including: general business and economic conditions; factors impacting the timing of premium rates charged for policies; factors affecting insurance industry competition, including technological innovations; dependence upon the independent agency system; and ability to maintain our brand, including our reputation for customer service; dependence upon our relationship with the Exchange and the financial condition of the Exchange, including: the Exchange's ability to maintain acceptable financial strength ratings; factors affecting the quality and liquidity of the Exchange's investment portfolio; changes in government regulation of the insurance industry; litigation and regulatory actions; emergence of significant unexpected events, including pandemics, economic or social inflation, and changes in tariff policies; emerging claims and coverage issues in the industry; and severe weather conditions or other catastrophic losses, including terrorism; costs of providing policy issuance and renewal services to the subscribers at the Exchange under the subscriber's agreement; ability to attract, develop, retain, and protect talented management and employees; ability to ensure system availability and effectively manage technology initiatives; difficulties with technology, data or network security breaches, including cyber attacks; ability to maintain uninterrupted business operations; compliance with complex and evolving laws and regulations and outcome of pending and potential litigation; factors affecting the quality and liquidity of our investment portfolio; and ability to meet liquidity needs and access capital. A forward-looking statement speaks only as of the date on which it is made and reflects our analysis only as of that date. We undertake no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events, changes in assumptions or otherwise.
Erie Indemnity Company
Consolidated Statements of Operations
(dollars in thousands, except per share data)
Three months ended March 31,
2026
2025
(Unaudited)
Operating revenue
Management fee revenue - policy issuance and renewal services
$ 786,399
$ 755,049
Management fee revenue - administrative services
19,475
17,645
Administrative services reimbursement revenue
200,096
210,273
Service agreement revenue
5,941
6,432
Total operating revenue
1,011,911
989,399
Operating expenses
Cost of operations - policy issuance and renewal services
645,028
627,750
Cost of operations - administrative services
200,096
210,273
Total operating expenses
845,124
838,023
Operating income
166,787
151,376
Investment income
Net investment income
23,560
19,948
Net realized and unrealized investment (losses) gains
(765)
502
Net impairment losses recognized in earnings
(676)
(914)
Total investment income
22,119
19,536
Other income
1,420
3,834
Income before income taxes
190,326
174,746
Income tax expense
39,852
36,329
Net income
$ 150,474
$ 138,417
Net income per share
Class A common stock – basic
$ 3.23
$ 2.97
Class A common stock – diluted
$ 2.88
$ 2.65
Class B common stock – basic and diluted
$ 485
$ 446
Weighted average shares outstanding – Basic
Class A common stock
46,188,850
46,188,903
Class B common stock
2,542
2,542
Weighted average shares outstanding – Diluted
Class A common stock
52,300,180
52,304,384
Class B common stock
2,542
2,542
Dividends declared per share
Class A common stock
$ 1.4625
$ 1.365
Class B common stock
$ 219.375
$ 204.75
Erie Indemnity Company
Consolidated Statements of Financial Position
(in thousands)
March 31, 2026
December 31, 2025
(Unaudited)
Assets
Current assets:
Cash and cash equivalents (includes restricted cash of $39,549 and $30,189, respectively)
$ 268,616
$ 345,874
Available-for-sale securities
53,995
33,902
Available-for-sale securities lent
870
3,436
Receivables from Erie Insurance Exchange and affiliates, net
Erie Indemnity Co (ERIE) Q1 2026 Earnings Call Highlights: Strong Financial Performance Amid Competitive Market Erie Indemnity Co (ERIE) reports improved underwriting performance and net income growth, despite challenges in premium growth and customer retention.
Release Date: April 24, 2026
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points Erie Indemnity Co ERIE experienced significantly lower catastrophe and weather-related losses in the first quarter of 2026, improving underwriting performance.The company's combined ratio improved to 99.4% in Q1 2026 from 108.1% in Q1 2025, driven by better rate adequacy and reduced catastrophe losses.Net income increased to nearly $151 million or $2.88 per diluted share in Q1 2026, compared to $138 million or $2.65 per diluted share in Q1 2025.Management fee revenue for policy issuance and renewal services grew by approximately 4.2%, aligning with the increase in direct written premiums.Erie Indemnity Co (ERIE) is actively expanding its product offerings, such as Erie Secure Auto and Business Auto 2.0, into new states, enhancing growth opportunities. Negative Points Direct written premium growth slowed to 3.6% in Q1 2026 compared to 13.9% in Q1 2025, reflecting a more competitive market environment.Policies in force decreased by 1.7% from the previous year, and retention declined to 88%, indicating challenges in maintaining customer base.Higher premiums are impacting customer behavior, making growth challenging despite improved pricing adequacy.Commission expenses increased by 6.4% due to higher agent incentive compensation and base commissions, impacting overall cost structure.Noncommission expenses decreased by 5.6%, but personnel costs rose due to higher pension costs and increased compensation, affecting expense management. Q & A Highlights Q: Can you provide an overview of the recent changes to the Board of Directors at Erie Indemnity Co?
A: Timothy Necastro, President and CEO, announced that Tom Hagen has stepped down as Chairman after over 20 years, with Jonathan Hirt Hagen elected as the new Chairman. William Edwards has joined the Board, and the company mourns the passing of long-time Board member George Lucore.
Q: How did Erie Indemnity Co perform financially in the first quarter of 2026 compared to the previous year?
A: Julie Pelkowski, CFO, reported that net income was nearly $151 million, up from $138 million in Q1 2025. Operating income increased by approximately 10%, and the combined ratio improved to 99.4% from 108.1% due to lower catastrophe losses and improved rate adequacy.
Q: What were the key drivers behind the improved combined ratio in Q1 2026?
A: Julie Pelkowski explained that the improvement was driven by a reduction in non-catastrophe losses and a significant decrease in catastrophe losses compared to the previous year, which included the costliest weather event in the company's history.
Q: What strategic initiatives is Erie Indemnity Co focusing on for future growth?
A: Timothy Necastro highlighted the rollout of Erie Secure Auto and Business Auto 2.0, as well as the introduction of a new online quote platform to enhance customer and agent experiences. The company is also modernizing technology platforms and integrating AI to improve operational efficiency.
Q: How is Erie Indemnity Co leveraging artificial intelligence within the organization?
A: Timothy Necastro stated that AI is being used to improve workflows, such as preparing subrogation cases and reducing backlogs. The focus is on enhancing employee performance rather than replacing jobs, with AI strengthening the human touch in operations.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
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].
Erie Indemnity Company faces slowing premium growth, with Q1 2026 direct written premiums up only 3.6% and policy count down 1.7%. Aggressive price hikes have pressured customer retention (down to 88%) and led to a shrinking client base, challenging ERIE's commission-driven model. Shares trade at a 21.5x P/E, well above sector averages but 30% below ERIE's five-year historical premium, reflecting market doubts on future growth.
On May 18, 2026, Erie Indemnity Co ERIE shares saw a positive movement, rising 4.0% to a current price of $221.51. This performance comes after a challenging period, with a 52-week range spanning from a low of $210.07 to a high of $380.67.
GF Value™ verdict: The current price is $221.51, which is 38.5% below the GF Value™ estimate of $360.45.GF Score™: 64/100, indicating an above-average potential for long-term returns.Most notable signal: Financial Strength is rated 9/10, suggesting a robust balance sheet. Is ERIE Overvalued or Undervalued? Based on the current price of $221.51, Erie Indemnity Co appears significantly undervalued when compared to the GF Value™ of $360.45. This provides a margin of safety of 38.5%, indicating that the stock could be a favorable opportunity for those looking for undervalued assets in the insurance sector. The GF Valuation label classifies ERIE as "Significantly Undervalued," which suggests that the market may not be fully reflecting the company's intrinsic value at this time.
Despite the company's financial strength and growth prospects, investors should consider the risks associated with potential volatility and the stock's recent performance, which has seen a year-to-date decline of 21.9% and a one-year decrease of 39.6%. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
How Does ERIE's Valuation Compare to Its History? MetricCurrentHistorical P/E (TTM)20.3x35.7x (5-Year Median) Forward P/E17.8x Currently, ERIE's P/E (TTM) of 20.3x is significantly below its 5-year median P/E of 35.7x and also lower than its forward P/E of 17.8x. This analysis aligns with the GF Value™ verdict, indicating that the stock is trading at a valuation that is well below its historical averages, further supporting the notion that ERIE is undervalued at its current price.
What Does ERIE's GF Score™ Tell Us? MetricRating GF Score™64 Financial Strength9/10 Profitability7/10 Growth4/10 Valuation4/10 Momentum1/10 The GF Score™ of 64/100 suggests that Erie Indemnity Co is positioned above average in terms of long-term return potential. The strongest area is Financial Strength, rated 9/10, indicating a solid balance sheet and low debt levels. However, the weakest aspect is Momentum, rated at 1/10, which shows that the stock has not performed well in the near term, reflecting recent negative trends in price performance.
What Are Insiders Doing with ERIE Stock? In the last three months, insiders have sold $0.1 million worth of ERIE stock, with no reported buying activity. This pattern may suggest a level of caution among insiders, potentially reflecting their sentiment about the company's short-term prospects or market conditions. However, the lack of significant insider buying may also indicate a wait-and-see approach rather than a strong bearish outlook.
What This Means for Investors Based on the GF Value™ assessment, Erie Indemnity Co ERIE appears significantly undervalued. While the company's financial strength and low relative P/E ratios present a compelling case for potential growth, the current market sentiment and recent stock performance may warrant careful consideration.
For the complete analysis, visit the Erie Indemnity Co ERIE 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 ERIE's GF Score™?
ERIE's GF Score™ is 64/100, indicating an above-average potential for long-term returns based on various financial metrics.
Is ERIE overvalued or undervalued?
ERIE is currently undervalued, with a GF Value™ of $360.45 compared to its current price of $221.51, representing a 38.5% margin of safety.
What is ERIE's P/E ratio?
ERIE's P/E ratio is 20.3x, which is 43% below its 5-year median of 35.7x, indicating that the stock is trading at a lower valuation compared to its historical performance.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.00% per year. These returns cover a period from January 1, 1988 through May 4, 2026. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
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FactSet Research Systems is a leading financial data provider with 95%+ retention and a 26-year dividend growth streak. FDS's Q2 2026 revenue rose 7.1% YoY to $611 million, beating consensus, and adjusted EPS grew 4.2% to $4.46, prompting raised FY 2026 guidance. AI-driven product launches and workflow integrations are driving user growth, while $300 million in share repurchases and a 2% yield support shareholder returns.
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What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
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Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content, and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources which includes company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.
FDS is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 12.77; value investors should take notice.
For fiscal 2026, eight analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.26 to $17.65 per share. FDS boasts an average earnings surprise of +0.4%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, FDS should be on investors' short list.
New Whole Portfolio Distribution on Fusion by J.P. Morgan delivers a unified and transparent view across asset types for institutional investors April 29, 2026 08:00 ET | Source: FactSet Research Systems Inc.
NORWALK, Conn., April 29, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, and J.P. Morgan today unveiled a transformative expansion of their collaboration with the launch of the industry’s first Whole Portfolio Distribution solution, available via FactSet and powered by Fusion by J.P. Morgan. This comprehensive, fully managed analytics and reporting solution delivers institutional investors a unified, timely, and highly transparent view across their entire portfolio, minimizing time-consuming manual processes and empowering smarter, faster decision-making.
For the first time, institutional investors can access comprehensive analytics and reporting across their entire portfolio, spanning multiple asset classes, geographies, and sources. Historically, operations teams have been hindered by fragmented data, labor-intensive consolidation, and costly reporting delays. These workflows slowed time-to-insight and complicated collaboration between front and middle offices, making it difficult to deliver timely, actionable insights and respond quickly to market opportunities.
Whole Portfolio Distribution fundamentally changes this equation by automating data normalization, analytics generation, and transparent distribution to ensure consistent inputs and outputs across the client ecosystem. With a streamlined workflow, where investment data from J.P. Morgan Fund Accounting services is transformed and normalized via Fusion and delivered securely into FactSet, clients benefit from faster time-to-report, automated portfolio analytics, and the ability to respond rapidly to opportunities while reducing operational burden and risk.
“The launch of Whole Portfolio Distribution through FactSet can be a game changer, delivering unified analytics across public and private assets and eliminating the need for manual reconciliations,” said Rob Robie, Executive Vice President and Head of Institutional Buy Side at FactSet. “This expanded collaboration with J.P. Morgan is a significant milestone for FactSet in the Institutional Buy Side space and reinforces our commitment to deliver innovative, workflow-streamlining solutions for institutional investors globally.”
The FactSet and J.P. Morgan collaboration already supports $105 billion in Assets under Analysis (AUA) on the Fusion platform, and the launch of Whole Portfolio Distribution demonstrates the successful evolution from foundational integration to delivering industry-leading, multi-asset class insights for clients.
Jason Mirsky, Global Head of Securities Services Data Solutions at J.P. Morgan, said “Whole Portfolio Distribution brings the power of J.P. Morgan’s service model together with FactSet’s advanced analytics, delivering normalized, modeled, and enriched data from Fusion directly into clients’ workflows, so they can move from data wrangling to decision-making with confidence.”
Learn more at https://www.factset.com/solutions/portfolio-analytics/.
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 241,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.
Key Takeaways WM's Q1 adjusted EPS rose y/y to $1.81 from $1.67; revenues grew 3.5% to $6.23B.WM said pricing and cost optimization lifted adjusted EBITDA 5.9% and expanded the margin by 70 bps.WM volumes fell 1.5% on harsh winter and lower-margin exits; operating cash flow jumped 24% to $1.5B. Waste Management, Inc. (WM - Free Report) reported first-quarter 2026 results, wherein earnings surpassed the Zacks Consensus Estimate but revenues fell short.
The company posted adjusted earnings of $1.81 per share, which beat the Zacks Consensus Estimate of $1.75 by 3.4%. The bottom line improved from the year-ago quarter’s adjusted figure of $1.67.
Revenues of $6.23 billion missed the Zacks Consensus Estimate of $6.29 billion by 1.1%. However, the top line increased 3.5% year over year.
WM’s Q1 HighlightsWaste Management delivered solid profitability in the quarter, backed by disciplined pricing, cost optimization and contributions from sustainability-driven growth initiatives.
Adjusted operating EBITDA rose 5.9% year over year, while the margin expanded 70 basis points, reflecting strong execution across the business.
The Collection and Disposal segment remained a key growth driver, benefiting from favorable price-to-cost spreads and operational efficiencies. Meanwhile, Recycling and Renewable Energy businesses gained from higher volumes and automation-led improvements.
Segmental PerformanceRevenue growth was primarily driven by core pricing gains of 6.3% and solid yield in collection and disposal operations. However, overall volumes declined 1.5% due to harsh winter weather, strategic shedding of lower-margin residential business and difficult year-over-year comparisons related to prior wildfire cleanup activity.
The Healthcare Solutions business delivered strong EBITDA growth during the quarter, supported by effective cost management and synergy realization.
Financial PositionWM generated robust cash flows during the quarter. The operating cash flow totaled $1.5 billion, reflecting a 24% year-over-year increase. The free cash flow came in at $920 million, significantly higher than $475 million in the prior-year quarter.
The company also maintained a strong capital allocation strategy, returning approximately $729 million to shareholders through dividends and share repurchases during the quarter.
OutlookManagement expressed confidence in the company’s momentum and reaffirmed its 2026 outlook. Continued investments in recycling, renewable energy, healthcare solutions and automation are expected to support growth and margin expansion.
ConclusionWM delivered a solid earnings beat in the first quarter of 2026, reflecting strong operational execution and margin expansion. While revenues slightly missed expectations, the company’s pricing strength, cost discipline and growing sustainability businesses position it well for the remainder of the year.
WM carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
FDS’s earnings per share of $4.46 beat the consensus mark by 2.1% and increased 4.2% from the year-ago quarter. Revenues of $611 million beat the Zacks Consensus Estimate by a slight margin and rose 7.1% from the year-ago quarter.
EFX posted $1.86 in earnings per share, beating the Zacks Consensus Estimate by 10%. This marked a 21.6% jump from the first quarter of 2025. The company recorded $1.7 billion in its top line, surpassing the consensus estimate by 2.3%. Revenues increased 14.6% from the year-ago quarter.
