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Phase 1/2 clinical trial of EDIT-401 cleared to initiate dosing in patients who require additional LDL-C lowering 

Company remains on track to begin patient dosing this year and report initial safety and tolerability data in the first quarter of 2027

New EDIT-401 preclinical data demonstrating durability of LDL-C reduction to be presented in oral presentation at AHA Scientific Sessions 2026

CAMBRIDGE, Mass., Oct. 08, 2026 (GLOBE NEWSWIRE) -- Editas Medicine, Inc. (Nasdaq: EDIT), a pioneering gene editing company focused on developing transformative medicines for serious diseases, today announced it has received approval to initiate the Phase 1/2 Strive™ clinical trial of EDIT-401 in patients with Heterozygous Familial Hypercholesterolemia (HeFH) in Australia. The trial has received Human Research Ethics Committee (HREC) approval and completed the Clinical Trial Notification (CTN) process with Australia’s Therapeutic Goods Administration (TGA) and has also been submitted for review in New Zealand. If approved in New Zealand, patients in both countries will be eligible to enroll in the Strive trial. The Company also announced that new preclinical data, demonstrating durability of LDL-C reduction with EDIT-401, will be released via an oral presentation at the American Heart Association (AHA) Scientific Sessions 2026, taking place November 6-9, 2026, in Chicago, Illinois.

EDIT-401 is an experimental, potentially best-in-class in vivo gene editing medicine for the treatment of hyperlipidemia. Utilizing Editas’ differentiated upregulation approach, EDIT-401 is designed to directly edit the LDLR gene to increase LDLR protein expression and reduce LDL-cholesterol (LDL-C) levels. In preclinical studies, EDIT-401 demonstrated ~90 percent or greater mean reduction in multiple atherogenic lipoproteins, including LDL-C, Lp(a), and ApoB in non-human primates. New preclinical data to be presented at AHA also demonstrated an LDL-C reduction of ~90 percent was maintained over 10 months in an ongoing study in non-human primates.

“The receipt of regulatory and ethics approval for clinical trial initiation in Australia is a significant step in advancing the clinical development of EDIT-401, a potentially transformative in vivo gene editing medicine designed to upregulate LDLR expression and reduce LDL-C levels in patients living with hyperlipidemia. We look forward to initiating the Strive study and generating our first-in-human data as we advance EDIT-401 through key clinical milestones in 2027,” said Dan Ory, M.D., Chief Medical Officer, Editas Medicine. “We are also encouraged by the new EDIT-401 preclinical data to be presented at AHA, which further support its potential to provide durable, lifelong benefits to patients.”

The Strive trial is designed to evaluate the safety, tolerability, and efficacy of a single dose of EDIT-401. The trial is designed in two parts: Part 1 is a single ascending dose, dose-finding, open-label trial. Part 2 will be a single-dose randomized, placebo-controlled expansion study. Editas has selected five clinical trial sites across Australia and New Zealand.

Editas expects to report initial safety and tolerability data in the first quarter of 2027. The Company plans to complete enrollment in Part 1, the dose-finding portion of the Phase 1/2 trial of EDIT-401, with topline safety and efficacy data results available later in 2027.

American Heart Association (AHA) Scientific Sessions 2026 Oral Presentation
Editas will present new preclinical data demonstrating the durability of EDIT-401, supporting its potential as a transformative therapy for people living with hyperlipidemia, at the AHA Scientific Sessions on Sunday, November 8.

Presentation Details:
Title: EDIT-401: In Vivo Gene Editing to Enhance LDLR Function for Durable LDL-C Reduction
Session Date and Time: Sunday, November 8, 2026, 3:30 - 4:45 p.m. CT
Session Title: Translational Gene and Epigenome Therapies For Lipid Management: A New Frontier
Presenter: Dan Ory, M.D., Chief Medical Officer, Editas Medicine

The final presentation can be accessed on the AHA website. A copy of the presentation will also be posted to the “Posters & Presentations” section of the Company’s website during the conference.

About EDIT-401
EDIT-401 is an experimental, potentially best-in-class in vivo gene editing medicine, based on Editas’ differentiated upregulation approach. EDIT-401 is designed to treat hyperlipidemia by directly editing the LDLR gene to increase LDLR protein expression and reduce LDL-C levels. This targeted approach has demonstrated a favorable preclinical profile in both efficacy data and tolerability and supports the potential of EDIT-401 to deliver meaningful clinical outcomes for patients underserved by current lipid-lowering therapies.

About Heterozygous Familial Hypercholesterolemia (HeFH)
Heterozygous Familial Hypercholesterolemia (HeFH) is an inherited genetic disorder that leads to significantly elevated LDL-C levels from an early age. Individuals with HeFH are at high risk of heart disease, heart attack, or stroke if the condition is not identified and treated early. An estimated 1.2 million people in the United States are living with HeFH, though many remain undiagnosed. Elevated LDL-C, also known as hyperlipidemia, is a highly prevalent disease affecting over 70 million patients in the United States alone. Substantial unmet need exists across multiple at-risk segments of patients with hyperlipidemia, including the HeFH population.

About Editas Medicine 
As a pioneering gene editing company, Editas Medicine is focused on translating the power and potential of CRISPR genome editing systems into a robust pipeline of transformative in vivo medicines for people living with serious diseases around the world. Editas Medicine aims to discover, develop, manufacture, and commercialize durable, precision in vivo gene editing medicines for a broad class of diseases. Editas Medicine is the exclusive licensee of Broad Institute’s Cas12a patent estate and Broad Institute and Harvard University’s Cas9 patent estates for human medicines. For the latest information and scientific presentations, please visit www.editasmedicine.com.  

Forward-Looking Statements
This press release contains forward-looking statements and information within the meaning of The Private Securities Litigation Reform Act of 1995. The words ‘‘anticipate,’’ ‘‘believe,’’ ‘‘continue,’’ ‘‘could,’’ ‘‘estimate,’’ ‘‘expect,’’ ‘‘intend,’’ ‘‘may,’’ ‘‘plan,’’ ‘‘potential,’’ ‘‘predict,’’ ‘‘project,’’ ‘‘target,’’ ‘‘should,’’ ‘‘would,’’ and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Forward-looking statements in this press release include statements regarding the initiation, timing, progress and results of the Company’s planned clinical trials, including the Company’s expectation to begin patient dosing in 2026 and complete enrollment in Part 1, the dose-finding portion of the Phase 1/2 trial of EDIT-401, with topline safety and efficacy data results available later in 2027; the timing for the Company’s receipt and presentation of data from its preclinical and planned clinical studies, including reporting initial safety and tolerability data in the clinical trial of EDIT-401 in the first quarter of 2027; and the potential of, and expectations for, EDIT-401. The Company may not actually achieve the plans, intentions, or expectations disclosed in these forward-looking statements, and you should not place undue reliance on these forward-looking statements. Actual results or events could differ materially from the plans, intentions and expectations disclosed in these forward-looking statements as a result of various important factors, including: uncertainties inherent in the initiation, timing, progress, and results of preclinical studies and clinical trials; uncertainty regarding availability and timing of results from preclinical studies and clinical trials; uncertainties relating to planned regulatory submissions to initiate clinical trials, including that results of preclinical studies will warrant such submissions or that regulatory agencies may require additional preclinical studies, that regulatory submissions shall occur on the expected timelines and that regulatory authorities will provide clearance for trials to be initiated on the expected timelines or at all; and uncertainties as to whether the Company’s cash resources are sufficient to fund its foreseeable and unforeseeable operating expenses and capital expenditure requirements for the period anticipated. These and other risks are described in greater detail under the caption “Risk Factors” included in the Company’s most recent Annual Report on Form 10-K, which is on file with the Securities and Exchange Commission, as updated by the Company’s subsequent filings with the Securities and Exchange Commission, and in other filings that the Company may make with the Securities and Exchange Commission in the future. Any forward-looking statements contained in this press release represent the Company’s views only as of the date hereof and should not be relied upon as representing its views as of any subsequent date. Except as required by law, the Company explicitly disclaims any obligation to update any forward-looking statements.

Investor and Media Contacts: 

[email protected]
[email protected]

Multi-Year Engine Exchange Program Extends from V2500, Replacing Traditional Shop Visits with Serviceable Engines Delivered Ahead of Scheduled Removals  | Source: FTAI Aviation Ltd.

NEW YORK, Oct. 08, 2026 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (Nasdaq: FTAI; the “Company” or “FTAI”) today announced a multi-year Maintenance, Repair and Exchange (“MRE”) agreement with United Airlines (Nasdaq: UAL; “United”), one of the world’s largest CFM56-7B operators, under which FTAI is providing engine exchanges in lieu of traditional shop visits. The companies’ exchange relationship began with United’s V2500-powered fleet and has been extended to designated CFM56-7B engines with the program structured to grow over its term.

Under the MRE program, FTAI delivers a serviceable engine ahead of each of United’s scheduled removals and then purchases United's unserviceable engine in exchange, sparing the airline the cost and downtime of a traditional shop visit. FTAI adds each acquired engine to its inventory as feedstock for its MRO network. The program started with an initial group of engines in 2026 and will continue to expand over its term as additional engines come due for removal, with FTAI and United jointly planning deliveries against the airline's removal schedule.

“United is one of the most respected operators in our industry, and its decision to adopt FTAI’s engine exchange program is a meaningful endorsement,” said Joe Adams, Chairman and CEO of FTAI. “This agreement allows United to keep its aircraft flying and its maintenance costs predictable, while FTAI takes on the shop visit. We are honored to be selected by an operator of United’s caliber.”

“This is an important step forward in our maintenance program for our Boeing 737 NG aircraft,” said United Executive Vice President and Chief Financial Officer Mike Leskinen. “This growing relationship will help us improve utilization for this important part of our fleet as we fly more customers to more destinations.”

About FTAI

FTAI combines advanced turbine technology and asset ownership to power the world’s most essential markets. Additional information is available at https://www.ftaiaviation.com.

Cautionary Note Regarding Forward-Looking Statements

Certain statements in this press release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, the expected benefits of the agreement, FTAI’s ability to provide engine exchanges in lieu of shop visits for the covered engines, the phasing of the program and the addition of engines to the program over its term, the anticipated reduction in maintenance costs and downtime for the covered engines, and the expected contribution of exchanged engines to FTAI’s inventory. These statements are based on management’s current expectations and beliefs and are subject to a number of trends and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements, many of which are beyond the Company’s control. The Company can give no assurance that its expectations will be attained and such differences may be material. Accordingly, you should not place undue reliance on any forward-looking statements contained in this press release. For a discussion of some of the risks and important factors that could affect such forward-looking statements, see the sections entitled “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, which are available on the Company’s website (www.ftaiaviation.com). In addition, new risks and uncertainties emerge from time to time, and it is not possible for the Company to predict or assess the impact of every factor that may cause its actual results to differ from those contained in any forward-looking statements. Such forward-looking statements speak only as of the date of this press release. The Company expressly disclaims any obligation to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in the Company’s expectations with regard thereto or change in events, conditions, or circumstances on which any statement is based. This release shall not constitute an offer to sell or the solicitation of an offer to buy any securities. Nothing on the Company’s website is included or incorporated by reference herein.

For further information, please contact:

FTAI:
Charlie Arestia
Investor Relations
FTAI Aviation Ltd.
(646) 276-4418
[email protected]

Media:
Tim Lynch / Kelly Sullivan
Joele Frank, Wilkinson Brimmer Katcher
(212) 355-4449

Love him or hate him, Elon Musk is one of the most successful corporate executives in recent memory. And that's part of why his latest public company, Space Exploration Technologies (SPCX -2.51%), was able to hit the market at an eye-popping valuation of $1.77 trillion, based mostly on investor expectations for its future performance. But will the stock keep rising from here, or does it need more time to cool off?

Let's dig deeper into the pros and cons of SpaceX to see if it can live up to these lofty expectations and decide if it is a good buy in October.

Image source: Getty Images.

The company has several key moats Elon Musk is famously not a fan of "economic moats" -- a term popularized by Warren Buffett that refers to a company's advantages that make it difficult for rivals to compete. Instead, Musk prefers to focus on the pace of innovation, which he believes is a more sustainable way to fight off rivals. It remains to be seen which perspective will win in the long run, but SpaceX is lucky to enjoy a little bit of both.

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On the moat side, the company boasts substantial vertical integration. As a launch operator that also runs its own hugely profitable satellite business, SpaceX can speed up the deployment of its constellations while reducing launch costs. These advantages are magnified by the fact that the company manufactures much of its own hardware in-house.

SpaceX is also leading in its pace of innovation. Last month, the company launched its Starship rocket into orbit, an important milestone on its path to full commercial operation. Starship is the largest and most powerful rocket ever created, and despite engine issues, it deployed 26 Starlink satellites, demonstrating the economies of scale that SpaceX can unlock through the sheer size of its launch vehicles.

Is AI the next big thing for SpaceX? SpaceX is more than just a launch and satellite company. And over the long term, it aims to leverage its space business to tackle what could potentially be an even larger opportunity in artificial intelligence (AI) infrastructure. The goal is to bring data center computing capacity to space where it can benefit from virtually limitless energy, superior cooling, and laser connectivity.

While the idea initially looked like science fiction, SpaceX seems to be seriously trying to make it work. The company has recently begun launching Google's AI Tensor Processing Units (TPUs) into space. And it is scaling up its own "space chip" business through its "gigasat" factory in Bastrop, Texas, designed to produce 1 gigawatt (GW) of space-based AI compute capacity annually when it is completed in late 2027.

Over the long term, Musk believes he can scale orbital compute manufacturing to 100 GW per year. And if all this works as expected, it could give SpaceX an incredibly deep and complex moat in the AI infrastructure business.

On the surface, SpaceX looks like a fantastic company. And its extremely ambitious goals are already translating to meaningful operational results, with second-quarter revenue jumping 92% year over year to $7.8 billion. The company also has a clear path to profitability, after operating losses shrank from $1.94 billion to just $143 million.

On the other hand, the stock remains wildly expensive. And with a forward price-to-earnings (P/E) multiple of 200, there is plenty of room for downside if the AI hype cycle slows down or goes into reverse.

In October, taking a small experimental position in SpaceX probably won't hurt. But it might make sense to wait for more information before considering a large position in the stock -- especially if you see the current AI boom as unsustainable and primed for a slowdown.

Schuylkill Financial LLC purchased a new position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 8,941 shares of the iPhone maker’s stock, valued at approximately $2,587,000. Apple comprises 2.4% of Schuylkill Financial LLC’s holdings, making the stock its 12th largest position.

Several other institutional investors and hedge funds have also made changes to their positions in AAPL. Berkshire Hathaway Inc purchased a new stake in Apple during the second quarter worth approximately $65,950,297,000. Bank of America Corp DE purchased a new position in Apple in the second quarter valued at approximately $36,986,090,000. Legal & General Group Plc purchased a new position in Apple in the second quarter valued at approximately $30,443,242,000. Deutsche Bank AG acquired a new stake in Apple during the second quarter worth approximately $13,658,359,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of Apple during the 2nd quarter worth approximately $10,588,946,000. 67.73% of the stock is owned by institutional investors and hedge funds.

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

Positive Sentiment: Apple is reportedly partnering with LG Electronics to develop a smart-home lineup including a doorbell, smart lock, thermostat and other accessories tied to a new Apple home hub. The initiative could expand the HomeKit ecosystem, create new hardware and services revenue, and intensify competition with Amazon’s Ring and Google’s Nest. Apple partners with LG on smart-home devices Positive Sentiment: Apple’s App Store revenue growth reportedly rebounded to 5% in September after a weaker August. Continued Services momentum supports the company’s recurring-revenue profile, though investors are watching whether the improvement proves durable. Apple App Store growth rebounds Neutral Sentiment: CEO John Ternus sold 25,412 shares worth about $8.5 million to cover tax withholding tied to equity vesting. Because the transaction was tax-related rather than described as discretionary selling, it is unlikely to materially change the investment case, though it may create short-term headline pressure. Apple CEO stock sale Negative Sentiment: Morgan Stanley lowered its Apple price target to $355 despite raising revenue forecasts, citing softer iPhone pricing and higher memory-chip costs that could compress gross margins. The target is only modestly above recent trading levels, limiting perceived upside. Morgan Stanley cuts Apple price target Negative Sentiment: Several valuation comparisons highlight that investors pay substantially more for each dollar of Apple’s earnings than for Nvidia’s, despite Nvidia’s stronger recent profitability. With AAPL trading at an elevated earnings multiple, the stock may require sustained iPhone, Services and AI growth to justify its premium. Nvidia versus Apple valuation comparison Insider Buying and Selling In related news, SVP Jennifer Newstead sold 2,399 shares of the business’s stock in a transaction dated Tuesday, September 29th. The stock was sold at an average price of $336.18, for a total value of $806,495.82. Following the transaction, the senior vice president owned 41,992 shares in the company, valued at $14,116,870.56. The trade was a 5.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, insider Timothy Cook sold 191,753 shares of the company’s stock in a transaction that occurred on Friday, October 2nd. The shares were sold at an average price of $332.96, for a total value of $63,846,078.88. Following the sale, the insider directly owned 3,264,168 shares of the company’s stock, valued at approximately $1,086,837,377.28. This represents a 5.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 276,984 shares of company stock worth $92,116,025. Insiders own 0.06% of the company’s stock. Apple Stock Up 0.9% Shares of NASDAQ:AAPL opened at $336.67 on Thursday. Apple Inc. has a 1-year low of $243.42 and a 1-year high of $345.34. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93. The stock has a market cap of $4.91 trillion, a P/E ratio of 38.61, a P/E/G ratio of 2.66 and a beta of 1.07. The firm has a fifty day moving average price of $321.92 and a 200 day moving average price of $302.11.

Apple (NASDAQ:AAPL – Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, beating analysts’ consensus estimates of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The company had revenue of $109.42 billion for the quarter, compared to analyst estimates of $109.04 billion. During the same period in the previous year, the business posted $1.57 earnings per share. Apple’s quarterly revenue was up 16.4% on a year-over-year basis. Sell-side analysts predict that Apple Inc. will post 8.75 EPS for the current year.

Apple Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Monday, August 10th were issued a dividend of $0.27 per share. The ex-dividend date of this dividend was Monday, August 10th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. Apple’s dividend payout ratio (DPR) is currently 12.39%.

Analyst Ratings Changes Several research analysts have recently issued reports on AAPL shares. Seaport Research Partners cut shares of Apple from a “buy” rating to a “neutral” rating in a report on Monday, August 17th. Robert W. Baird lifted their price target on shares of Apple from $310.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, July 24th. Wells Fargo & Company reissued an “overweight” rating and issued a $350.00 price target (up from $310.00) on shares of Apple in a research report on Friday, July 31st. Jefferies Financial Group restated an “underperform” rating on shares of Apple in a research note on Wednesday, September 9th. Finally, DZ Bank lowered Apple from a “buy” rating to a “hold” rating and set a $310.00 price objective on the stock. in a report on Tuesday, August 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $340.02.

Read Our Latest Analysis on Apple

Apple Company Profile (Free Report)

Apple Inc is a technology company that designs, develops and markets consumer electronics, software and digital services. Its best-known products include the iPhone smartphone, Mac personal computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and software platforms, including iOS, macOS, iPadOS, watchOS and visionOS.

Apple’s services business includes the App Store, Apple Music, Apple TV+, Apple Arcade, Apple News+, Apple Fitness+ and iCloud.

Recommended Stories Five stocks we like better than Apple Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up Want to see what other hedge funds are holding AAPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Apple Inc. (NASDAQ:AAPL – Free Report).

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Arizona State Retirement System grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 5.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,766,561 shares of the e-commerce giant’s stock after buying an additional 130,523 shares during the quarter. Amazon.com accounts for approximately 3.2% of Arizona State Retirement System’s holdings, making the stock its 4th biggest holding. Arizona State Retirement System’s holdings in Amazon.com were worth $644,737,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Bank of America Corp DE bought a new stake in shares of Amazon.com in the 2nd quarter valued at approximately $22,218,775,000. Bank of New York Mellon Corp purchased a new position in shares of Amazon.com during the 2nd quarter worth about $16,341,405,000. Amundi boosted its stake in shares of Amazon.com by 3.9% during the 2nd quarter. Amundi now owns 63,822,242 shares of the e-commerce giant’s stock worth $15,211,393,000 after purchasing an additional 2,421,739 shares during the period. Invesco Ltd. grew its holdings in Amazon.com by 3.3% during the 4th quarter. Invesco Ltd. now owns 59,604,857 shares of the e-commerce giant’s stock valued at $13,757,993,000 after purchasing an additional 1,879,630 shares during the last quarter. Finally, Legal & General Group Plc bought a new stake in Amazon.com in the second quarter worth about $12,831,376,000. Institutional investors own 72.20% of the company’s stock.

More Amazon.com News Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Analysts see AWS and Amazon’s AI services as major growth drivers. AWS sales reportedly rose 37% to $42.2 billion, while Amazon’s AI business surpassed a $25 billion annual revenue run rate. Analysts also view AI agents as potentially increasing commerce activity rather than undermining Amazon’s model. Amazon AI Boom Positive Sentiment: The FCC is preparing to vote on auctioning prime spectrum for satellite-to-smartphone services, a move that could benefit Amazon’s satellite ambitions and expand future connectivity opportunities. FCC Spectrum Auction Positive Sentiment: Prime Big Deal Days provides a near-term test of consumer demand and a potential boost to fourth-quarter retail sales. Amazon is also expanding Prime Video’s reach through a six-year global deal to stream the Emmy Awards free to viewers, supporting advertising and audience growth. Amazon Emmy Streaming Deal Positive Sentiment: ARK Invest reportedly purchased approximately $31 million of Amazon shares, adding a supportive institutional-investor signal. ARK Invest Buys Amazon Neutral Sentiment: A proposed structure involving roughly $8 billion of Nvidia chips could help Amazon finance AI infrastructure and preserve capital flexibility, but it also underscores the substantial cost and financing burden of the AWS expansion. Amazon Nvidia Chip Financing Negative Sentiment: Investors remain concerned that aggressive AI capital spending could pressure free cash flow before new data centers generate sufficient returns. Rising interest rates, power constraints and possible delays in infrastructure deployment add to the risk. Amazon Data Center Spending Risks Negative Sentiment: Prime Big Deal Days is occurring amid weak consumer confidence, creating uncertainty over the strength and profitability of promotional sales. Public attention to Amazon’s highly detailed customer profiles could also create privacy-related reputational risk. Amazon Customer Profiles Wall Street Analyst Weigh In A number of research analysts have recently commented on AMZN shares. Barclays reaffirmed an “overweight” rating and set a $365.00 target price (up from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Rosenblatt Securities upped their price target on shares of Amazon.com from $335.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, September 30th. Phillip Securities downgraded shares of Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. Evercore set a $355.00 price objective on Amazon.com and gave the stock an “outperform” rating in a research note on Friday, August 28th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Amazon.com in a report on Thursday, June 18th. Fifty-six investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $322.86. Read Our Latest Stock Report on AMZN

Amazon.com Stock Up 1.4% Amazon.com stock opened at $259.92 on Thursday. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $287.20. The business has a fifty day moving average price of $258.64 and a 200-day moving average price of $249.45. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The stock has a market capitalization of $2.80 trillion, a price-to-earnings ratio of 20.91, a PEG ratio of 1.98 and a beta of 1.45.

Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same period in the prior year, the company posted $1.68 EPS. The firm’s quarterly revenue was up 19.6% compared to the same quarter last year. Equities research analysts forecast that Amazon.com, Inc. will post 8.03 EPS for the current fiscal year.

Insider Transactions at Amazon.com In related news, CEO Matthew S. Garman sold 14,541 shares of Amazon.com stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.06, for a total value of $3,766,991.46. Following the completion of the sale, the chief executive officer directly owned 17,794 shares in the company, valued at $4,609,713.64. This trade represents a 44.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas Herrington sold 6,362 shares of the firm’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $1,647,821.62. Following the completion of the transaction, the chief executive officer directly owned 476,681 shares of the company’s stock, valued at approximately $123,465,145.81. This represents a 1.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 71,589 shares of company stock worth $18,580,515 over the last ninety days. 8.90% of the stock is currently owned by insiders.

About Amazon.com (Free Report)

Amazon.com, Inc is a global technology and commerce company that operates online marketplaces, physical stores, and a broad portfolio of digital and cloud-based services. The company offers consumer products across categories such as electronics, household goods, apparel, groceries, and entertainment, while also providing third-party sellers with tools for listing, selling, and fulfilling orders.

Amazon’s major businesses include Amazon Web Services (AWS), which provides cloud computing, storage, database, analytics, and artificial intelligence services; Prime, a membership program that includes shipping, streaming, and other benefits; and digital entertainment services such as Prime Video, Amazon Music, Kindle, and Audible.

Further Reading Five stocks we like better than Amazon.com Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

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Amazon (AMZN +1.42%) is one of the more recognizable stocks in the market, mainly because nearly everyone has used its services at one time or another. However, the market isn't in love with the stock right now, as it's down more than 10% from its all-time highs.

This is a bit suspect, as it reached a new all-time high the last time it reported quarterly earnings in late July. Nothing has changed between now and then, so it could be a case of the market taking profits and moving elsewhere. However, I think that's a huge mistake, as Amazon is right at the beginning of a new growth paradigm.

Image source: The Motley Fool.

Amazon's growth rate is only going to ramp up When you hear Amazon, the first thing you think of is its commerce and delivery platform. While that's the most consumer-facing portion of Amazon's business, it's far from the best reason to invest in it. Instead, I'd point to cloud computing and advertising as being the best reasons to pick the stock.

Cloud computing is a massive and growing portion of Amazon's business. During Q2, it accounted for about 21% of total sales but 60% of operating profits. AWS is a major beneficiary of the AI build-out, as AI firms and start-ups are looking for places to rent AI training and inference capacity, and Amazon has become a go-to vendor for many of these applications. It's the largest cloud computing provider and is investing $220 billion in capital expenditures this year to expand its footprint.

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259.92

However, that's not enough. AWS won't have enough demand to handle 2026 computing demands and likely won't again in 2027. As a result, demand for 2028 is already starting to pop up. That should show investors how in-demand cloud computing is, and with Amazon investing hundreds of billions in this segment, it will drive massive growth for the foreseeable future.

Another major segment that investors gloss over is Amazon's advertising segment. While it isn't as front-facing as AWS, as it's counted for in Amazon's commerce division, it is a major contributor. During Amazon's Q2, advertising grew at a 26% pace -- a rapid acceleration from previous quarters. Unfortunately, Amazon doesn't break out this segment's profitability, but looking at industry peers suggests it likely has a very healthy profit margin, which is why Amazon's commerce segment is as profitable as it is.

These two divisions are what really drive Amazon's future, and with each seeing its growth rate accelerate in the recent quarter, it's a positive sign for investors. However, the stock is down, which could be a great opportunity to scoop up some Amazon stock at a discount.

Amazon's stock isn't too expensive Amazon is a major investor in Anthropic, which has skewed its EPS metric, as it is required to report a gain on investment even if it doesn't sell its stake, making the price-to-earnings ratio misleading. So I'll go one line item up on the income statement and utilize its operating income to value the stock.

AMZN Operating PE Ratio data by YCharts

Amazon's price-to-operating-income ratio is among the lowest the stock has seen over the past two years, making it attractive. However, Amazon is about to enter one of its fastest-growing segments it has experienced over the past few years, so this price tag is actually far cheaper than it appears.

As a result, I think investors should take advantage of this sale price, as it may not last long once Amazon's Q3 results are out later this month.

Pursue Wealth Partners LLC lessened its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 29.2% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 16,837 shares of the software giant’s stock after selling 6,928 shares during the period. Microsoft accounts for 3.5% of Pursue Wealth Partners LLC’s portfolio, making the stock its 9th biggest holding. Pursue Wealth Partners LLC’s holdings in Microsoft were worth $6,280,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of the stock. Phillips Wealth Planners LLC lifted its position in Microsoft by 4.9% in the second quarter. Phillips Wealth Planners LLC now owns 9,063 shares of the software giant’s stock worth $3,524,000 after purchasing an additional 423 shares during the period. Trust Co. of Vermont acquired a new position in shares of Microsoft during the 2nd quarter valued at $94,867,000. Principle Wealth Partners LLC raised its stake in shares of Microsoft by 1.8% in the 2nd quarter. Principle Wealth Partners LLC now owns 116,758 shares of the software giant’s stock worth $43,553,000 after buying an additional 2,104 shares in the last quarter. Capital Financial Group Inc. Co. ADV raised its stake in shares of Microsoft by 3.2% in the 2nd quarter. Capital Financial Group Inc. Co. ADV now owns 1,544 shares of the software giant’s stock worth $576,000 after buying an additional 48 shares in the last quarter. Finally, Focused Wealth Management Inc lifted its holdings in shares of Microsoft by 9.4% in the second quarter. Focused Wealth Management Inc now owns 22,779 shares of the software giant’s stock valued at $8,497,000 after buying an additional 1,954 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Up 0.1% NASDAQ:MSFT opened at $529.76 on Thursday. The business’s fifty day moving average price is $498.31 and its 200 day moving average price is $433.03. The firm has a market capitalization of $3.93 trillion, a price-to-earnings ratio of 29.50, a PEG ratio of 1.70 and a beta of 1.10. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period last year, the company posted $3.65 EPS. The business’s quarterly revenue was up 17.7% compared to the same quarter last year. On average, sell-side analysts forecast that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year. Microsoft Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This is an increase from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 19th. Microsoft’s dividend payout ratio is 20.27%.

Insider Activity at Microsoft In other Microsoft news, CEO Satya Nadella sold 86,525 shares of the stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the sale, the chief executive officer owned 486,763 shares in the company, valued at $244,092,173.98. This represents a 15.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the sale, the chief executive officer directly owned 100,447 shares of the company’s stock, valued at $49,007,086.83. This trade represents a 9.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 143,009 shares of company stock valued at $71,420,699. Company insiders own 0.03% of the company’s stock.

Trending Headlines about Microsoft Here are the key news stories impacting Microsoft this week:

Positive Sentiment: New AI hardware and Windows strategy: Microsoft unveiled the $2,599 Surface Laptop Ultra, powered by Nvidia’s RTX chip, allowing users to run AI models and agents locally rather than through the cloud. The launch could strengthen Windows’ position in AI PCs, support device demand and create new opportunities for Microsoft’s software ecosystem. Microsoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip Positive Sentiment: AI monetization remains the core bull case: Analysts and investors continue to point to Azure growth, Copilot revenue potential and Microsoft’s perceived strength in AI security and enterprise trust. Evercore ISI reiterated a Buy rating and raised its target to $635, while Melius Research upgraded the stock to Buy with a $665 target. Microsoft: AI-Driven Azure Upside Spurs Buy Rating and Target Price Hike to $635 Positive Sentiment: Strong fundamentals provide support: Microsoft’s latest reported quarter exceeded expectations, with revenue up 17.7% year over year and earnings above consensus. Optimism ahead of the next earnings report is also supported by reported Azure momentum and a history of earnings beats. Neutral Sentiment: Upcoming earnings date: Microsoft will release fiscal 2027 first-quarter results after the market close on October 28. The date gives investors a near-term catalyst, but it may also keep attention focused on Azure growth, Copilot usage, capital spending and free cash flow. Microsoft announces quarterly earnings release date Negative Sentiment: Debt-funded AI expansion raises risk: Microsoft is issuing additional debt to finance data centers and AI hardware. While this supports capacity growth, investors are increasingly concerned about leverage, declining free cash flow and the possibility that AI infrastructure spending becomes excessive or bubble-like. Negative Sentiment: Copilot utilization concerns: Usage-tracking commentary suggests many employees at companies with Microsoft Copilot licenses use the service minimally. If low engagement leads to weaker renewals or slower seat expansion, it could challenge assumptions that Copilot will quickly become a major source of recurring AI revenue. Bad News for Microsoft: Basically Zero AI Use for Most Employees on Copilot Wall Street Analysts Forecast Growth Several research analysts recently weighed in on MSFT shares. BMO Capital Markets assumed coverage on Microsoft in a research note on Monday. They set an “outperform” rating for the company. Argus cut their price target on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a report on Friday, July 10th. TD Cowen restated a “buy” rating and set a $540.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. Wolfe Research lowered shares of Microsoft from an “outperform” rating to a “hold” rating in a research report on Wednesday, September 23rd. Finally, William Blair began coverage on shares of Microsoft in a research note on Monday. They issued an “outperform” rating on the stock. Forty-one analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and a consensus target price of $578.73.

Get Our Latest Analysis on Microsoft

Microsoft Profile (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

Recommended Stories Five stocks we like better than Microsoft Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.

Principle Wealth Partners LLC increased its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 116,758 shares of the software giant’s stock after buying an additional 2,104 shares during the quarter. Microsoft accounts for 2.2% of Principle Wealth Partners LLC’s portfolio, making the stock its 10th largest position. Principle Wealth Partners LLC’s holdings in Microsoft were worth $43,553,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of MSFT. Auto Owners Insurance Co boosted its stake in shares of Microsoft by 56,160.8% in the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock valued at $29,073,486,000 after purchasing an additional 60,009,531 shares in the last quarter. Amundi raised its position in Microsoft by 30.8% in the 1st quarter. Amundi now owns 41,675,076 shares of the software giant’s stock worth $15,426,862,000 after purchasing an additional 9,814,598 shares during the period. Dimensional Fund Advisors LP raised its position in Microsoft by 10.5% in the 1st quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant’s stock worth $10,852,884,000 after purchasing an additional 2,784,809 shares during the period. Hsbc Holdings PLC lifted its stake in Microsoft by 7.8% in the fourth quarter. Hsbc Holdings PLC now owns 22,138,798 shares of the software giant’s stock worth $10,715,379,000 after purchasing an additional 1,599,412 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its position in Microsoft by 64.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant’s stock valued at $8,982,083,000 after buying an additional 9,493,778 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insiders Place Their Bets In related news, EVP Takeshi Numoto sold 4,810 shares of the firm’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the sale, the executive vice president owned 42,677 shares of the company’s stock, valued at $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Amy Hood sold 41,674 shares of Microsoft stock in a transaction on Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the completion of the sale, the executive vice president owned 533,624 shares in the company, valued at approximately $265,888,830.48. This trade represents a 7.24% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 143,009 shares of company stock worth $71,420,699 in the last ninety days. Insiders own 0.03% of the company’s stock.

Microsoft Stock Up 0.1% NASDAQ MSFT opened at $529.76 on Thursday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The stock has a market capitalization of $3.93 trillion, a PE ratio of 29.50, a PEG ratio of 1.70 and a beta of 1.10. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The business’s 50-day moving average is $498.31 and its 200 day moving average is $433.03. Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same quarter in the prior year, the company posted $3.65 EPS. Microsoft’s quarterly revenue was up 17.7% compared to the same quarter last year. Sell-side analysts forecast that Microsoft Corporation will post 19.65 earnings per share for the current year.

Microsoft Increases Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a dividend of $0.98 per share. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft’s payout ratio is presently 20.27%.

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

Positive Sentiment: New AI hardware and Windows strategy: Microsoft unveiled the $2,599 Surface Laptop Ultra, powered by Nvidia’s RTX chip, allowing users to run AI models and agents locally rather than through the cloud. The launch could strengthen Windows’ position in AI PCs, support device demand and create new opportunities for Microsoft’s software ecosystem. Microsoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip Positive Sentiment: AI monetization remains the core bull case: Analysts and investors continue to point to Azure growth, Copilot revenue potential and Microsoft’s perceived strength in AI security and enterprise trust. Evercore ISI reiterated a Buy rating and raised its target to $635, while Melius Research upgraded the stock to Buy with a $665 target. Microsoft: AI-Driven Azure Upside Spurs Buy Rating and Target Price Hike to $635 Positive Sentiment: Strong fundamentals provide support: Microsoft’s latest reported quarter exceeded expectations, with revenue up 17.7% year over year and earnings above consensus. Optimism ahead of the next earnings report is also supported by reported Azure momentum and a history of earnings beats. Neutral Sentiment: Upcoming earnings date: Microsoft will release fiscal 2027 first-quarter results after the market close on October 28. The date gives investors a near-term catalyst, but it may also keep attention focused on Azure growth, Copilot usage, capital spending and free cash flow. Microsoft announces quarterly earnings release date Negative Sentiment: Debt-funded AI expansion raises risk: Microsoft is issuing additional debt to finance data centers and AI hardware. While this supports capacity growth, investors are increasingly concerned about leverage, declining free cash flow and the possibility that AI infrastructure spending becomes excessive or bubble-like. Negative Sentiment: Copilot utilization concerns: Usage-tracking commentary suggests many employees at companies with Microsoft Copilot licenses use the service minimally. If low engagement leads to weaker renewals or slower seat expansion, it could challenge assumptions that Copilot will quickly become a major source of recurring AI revenue. Bad News for Microsoft: Basically Zero AI Use for Most Employees on Copilot Analyst Ratings Changes A number of brokerages have recently issued reports on MSFT. Citizens Jmp reaffirmed a “market outperform” rating and set a $550.00 price objective on shares of Microsoft in a research note on Tuesday, September 15th. Royal Bank Of Canada restated an “outperform” rating on shares of Microsoft in a report on Thursday, September 10th. Evercore upgraded Microsoft from an “underperform” rating to an “outperform” rating in a research report on Monday. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of Microsoft in a research note on Monday, September 28th. Finally, CLSA reiterated an “outperform” rating on shares of Microsoft in a research report on Thursday, July 30th. Forty-one analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus price target of $578.73.

Read Our Latest Analysis on MSFT

Microsoft Profile (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

Further Reading Five stocks we like better than Microsoft Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.

Pallas Capital Advisors LLC boosted its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 160,335 shares of the software giant’s stock after acquiring an additional 2,511 shares during the period. Microsoft accounts for approximately 1.8% of Pallas Capital Advisors LLC’s holdings, making the stock its 10th biggest holding. Pallas Capital Advisors LLC’s holdings in Microsoft were worth $59,808,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Auto Owners Insurance Co increased its position in shares of Microsoft by 56,160.8% during the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock valued at $29,073,486,000 after buying an additional 60,009,531 shares during the period. Corient Private Wealth LLC raised its stake in Microsoft by 234.5% in the fourth quarter. Corient Private Wealth LLC now owns 17,822,280 shares of the software giant’s stock worth $8,619,211,000 after buying an additional 12,493,786 shares in the last quarter. Amundi lifted its holdings in Microsoft by 30.8% in the first quarter. Amundi now owns 41,675,076 shares of the software giant’s stock worth $15,426,862,000 after buying an additional 9,814,598 shares during the period. Arrowstreet Capital Limited Partnership lifted its holdings in Microsoft by 64.3% in the first quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant’s stock worth $8,982,083,000 after buying an additional 9,493,778 shares during the period. Finally, Diamant Asset Management Inc. boosted its position in Microsoft by 38,442.1% during the 1st quarter. Diamant Asset Management Inc. now owns 6,810,388 shares of the software giant’s stock valued at $2,521,001,000 after acquiring an additional 6,792,718 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Key Microsoft News Here are the key news stories impacting Microsoft this week:

Positive Sentiment: New AI hardware and Windows strategy: Microsoft unveiled the $2,599 Surface Laptop Ultra, powered by Nvidia’s RTX chip, allowing users to run AI models and agents locally rather than through the cloud. The launch could strengthen Windows’ position in AI PCs, support device demand and create new opportunities for Microsoft’s software ecosystem. Microsoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip Positive Sentiment: AI monetization remains the core bull case: Analysts and investors continue to point to Azure growth, Copilot revenue potential and Microsoft’s perceived strength in AI security and enterprise trust. Evercore ISI reiterated a Buy rating and raised its target to $635, while Melius Research upgraded the stock to Buy with a $665 target. Microsoft: AI-Driven Azure Upside Spurs Buy Rating and Target Price Hike to $635 Positive Sentiment: Strong fundamentals provide support: Microsoft’s latest reported quarter exceeded expectations, with revenue up 17.7% year over year and earnings above consensus. Optimism ahead of the next earnings report is also supported by reported Azure momentum and a history of earnings beats. Neutral Sentiment: Upcoming earnings date: Microsoft will release fiscal 2027 first-quarter results after the market close on October 28. The date gives investors a near-term catalyst, but it may also keep attention focused on Azure growth, Copilot usage, capital spending and free cash flow. Microsoft announces quarterly earnings release date Negative Sentiment: Debt-funded AI expansion raises risk: Microsoft is issuing additional debt to finance data centers and AI hardware. While this supports capacity growth, investors are increasingly concerned about leverage, declining free cash flow and the possibility that AI infrastructure spending becomes excessive or bubble-like. Negative Sentiment: Copilot utilization concerns: Usage-tracking commentary suggests many employees at companies with Microsoft Copilot licenses use the service minimally. If low engagement leads to weaker renewals or slower seat expansion, it could challenge assumptions that Copilot will quickly become a major source of recurring AI revenue. Bad News for Microsoft: Basically Zero AI Use for Most Employees on Copilot Wall Street Analysts Forecast Growth Several research analysts have recently issued reports on the company. Weiss Ratings raised Microsoft from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, August 27th. CLSA restated an “outperform” rating on shares of Microsoft in a research report on Thursday, July 30th. Needham & Company LLC assumed coverage on Microsoft in a research note on Wednesday, September 23rd. They issued a “buy” rating on the stock. Morgan Stanley downgraded Microsoft from an “overweight” rating to a “negative” rating in a report on Monday. Finally, Melius Research set a $665.00 price objective on Microsoft and gave the company a “buy” rating in a research report on Monday. Forty-one analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and a consensus price target of $578.73. Read Our Latest Stock Analysis on MSFT

Insider Buying and Selling In related news, EVP Takeshi Numoto sold 4,810 shares of the company’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the sale, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 143,009 shares of company stock valued at $71,420,699 over the last ninety days. Insiders own 0.03% of the company’s stock.

Microsoft Stock Performance Shares of MSFT opened at $529.76 on Thursday. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The stock has a market cap of $3.93 trillion, a P/E ratio of 29.50, a P/E/G ratio of 1.70 and a beta of 1.10. The business’s 50 day moving average price is $498.31 and its 200-day moving average price is $433.03. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. The company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm’s revenue for the quarter was up 17.7% on a year-over-year basis. During the same quarter last year, the company earned $3.65 EPS. Equities research analysts anticipate that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a $0.98 dividend. This is an increase from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft’s payout ratio is currently 20.27%.

About Microsoft (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

Recommended Stories Five stocks we like better than Microsoft Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.

Trust Co. of Vermont purchased a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 254,322 shares of the software giant’s stock, valued at approximately $94,867,000. Microsoft comprises approximately 3.5% of Trust Co. of Vermont’s investment portfolio, making the stock its 3rd biggest position.

A number of other large investors have also made changes to their positions in the business. Principle Wealth Partners LLC grew its holdings in shares of Microsoft by 1.8% during the second quarter. Principle Wealth Partners LLC now owns 116,758 shares of the software giant’s stock valued at $43,553,000 after buying an additional 2,104 shares during the last quarter. Capital Financial Group Inc. Co. ADV raised its stake in Microsoft by 3.2% in the 2nd quarter. Capital Financial Group Inc. Co. ADV now owns 1,544 shares of the software giant’s stock worth $576,000 after acquiring an additional 48 shares during the last quarter. Focused Wealth Management Inc raised its stake in Microsoft by 9.4% in the 2nd quarter. Focused Wealth Management Inc now owns 22,779 shares of the software giant’s stock worth $8,497,000 after acquiring an additional 1,954 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in Microsoft by 5.2% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 20,161,916 shares of the software giant’s stock worth $7,520,881,000 after acquiring an additional 1,003,560 shares during the period. Finally, Persistent Asset Partners Ltd purchased a new stake in Microsoft during the 2nd quarter valued at about $60,000. 71.13% of the stock is owned by institutional investors and hedge funds.

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

Positive Sentiment: New AI hardware and Windows strategy: Microsoft unveiled the $2,599 Surface Laptop Ultra, powered by Nvidia’s RTX chip, allowing users to run AI models and agents locally rather than through the cloud. The launch could strengthen Windows’ position in AI PCs, support device demand and create new opportunities for Microsoft’s software ecosystem. Microsoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip Positive Sentiment: AI monetization remains the core bull case: Analysts and investors continue to point to Azure growth, Copilot revenue potential and Microsoft’s perceived strength in AI security and enterprise trust. Evercore ISI reiterated a Buy rating and raised its target to $635, while Melius Research upgraded the stock to Buy with a $665 target. Microsoft: AI-Driven Azure Upside Spurs Buy Rating and Target Price Hike to $635 Positive Sentiment: Strong fundamentals provide support: Microsoft’s latest reported quarter exceeded expectations, with revenue up 17.7% year over year and earnings above consensus. Optimism ahead of the next earnings report is also supported by reported Azure momentum and a history of earnings beats. Neutral Sentiment: Upcoming earnings date: Microsoft will release fiscal 2027 first-quarter results after the market close on October 28. The date gives investors a near-term catalyst, but it may also keep attention focused on Azure growth, Copilot usage, capital spending and free cash flow. Microsoft announces quarterly earnings release date Negative Sentiment: Debt-funded AI expansion raises risk: Microsoft is issuing additional debt to finance data centers and AI hardware. While this supports capacity growth, investors are increasingly concerned about leverage, declining free cash flow and the possibility that AI infrastructure spending becomes excessive or bubble-like. Negative Sentiment: Copilot utilization concerns: Usage-tracking commentary suggests many employees at companies with Microsoft Copilot licenses use the service minimally. If low engagement leads to weaker renewals or slower seat expansion, it could challenge assumptions that Copilot will quickly become a major source of recurring AI revenue. Bad News for Microsoft: Basically Zero AI Use for Most Employees on Copilot Wall Street Analysts Forecast Growth A number of brokerages have recently weighed in on MSFT. JPMorgan Chase & Co. reissued a “buy” rating on shares of Microsoft in a report on Monday, September 28th. Wells Fargo & Company lifted their target price on Microsoft from $700.00 to $725.00 and gave the stock an “overweight” rating in a report on Thursday, October 1st. Citizens Jmp reiterated a “market outperform” rating and issued a $550.00 target price on shares of Microsoft in a research report on Tuesday, September 15th. Wolfe Research downgraded shares of Microsoft from an “outperform” rating to a “hold” rating in a report on Wednesday, September 23rd. Finally, Melius Research set a $665.00 price target on shares of Microsoft and gave the stock a “buy” rating in a research report on Monday. Forty-one equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $578.73. Check Out Our Latest Report on MSFT

Insider Activity In related news, EVP Amy Hood sold 41,674 shares of the stock in a transaction on Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the sale, the executive vice president directly owned 533,624 shares of the company’s stock, valued at approximately $265,888,830.48. This represents a 7.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the firm’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the sale, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 143,009 shares of company stock worth $71,420,699 over the last 90 days. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Performance Shares of MSFT stock opened at $529.76 on Thursday. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $553.72. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The stock has a market cap of $3.93 trillion, a PE ratio of 29.50, a price-to-earnings-growth ratio of 1.70 and a beta of 1.10. The business has a 50-day simple moving average of $498.31 and a 200-day simple moving average of $433.03.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.Microsoft’s revenue for the quarter was up 17.7% compared to the same quarter last year. During the same period last year, the company earned $3.65 earnings per share. On average, equities analysts expect that Microsoft Corporation will post 19.65 EPS for the current year.

Microsoft Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a dividend of $0.98 per share. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s dividend payout ratio is 20.27%.

About Microsoft (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

Further Reading Five stocks we like better than Microsoft Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

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Evolve Private Wealth LLC trimmed its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 12.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 246,013 shares of the computer hardware maker’s stock after selling 36,220 shares during the quarter. NVIDIA comprises about 3.0% of Evolve Private Wealth LLC’s holdings, making the stock its 4th largest position. Evolve Private Wealth LLC’s holdings in NVIDIA were worth $49,226,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. W1M Asset Management Ltd boosted its position in shares of NVIDIA by 14.9% during the 2nd quarter. W1M Asset Management Ltd now owns 32,118 shares of the computer hardware maker’s stock valued at $6,416,000 after acquiring an additional 4,176 shares during the last quarter. Madison Wealth Partners Inc increased its position in shares of NVIDIA by 14.9% in the second quarter. Madison Wealth Partners Inc now owns 30,492 shares of the computer hardware maker’s stock worth $6,101,000 after purchasing an additional 3,960 shares during the last quarter. Krane Financial Solutions LLC raised its stake in NVIDIA by 9.0% in the second quarter. Krane Financial Solutions LLC now owns 1,869 shares of the computer hardware maker’s stock valued at $374,000 after purchasing an additional 154 shares in the last quarter. Varma Mutual Pension Insurance Co raised its stake in NVIDIA by 0.3% in the second quarter. Varma Mutual Pension Insurance Co now owns 3,920,566 shares of the computer hardware maker’s stock valued at $784,466,000 after purchasing an additional 12,300 shares in the last quarter. Finally, George Kaiser Family Foundation lifted its position in NVIDIA by 246.0% during the second quarter. George Kaiser Family Foundation now owns 12,204 shares of the computer hardware maker’s stock valued at $2,442,000 after purchasing an additional 8,677 shares during the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Wall Street Analyst Weigh In A number of equities analysts have commented on the stock. Sanford C. Bernstein reissued a “buy” rating on shares of NVIDIA in a research note on Monday, September 21st. Needham & Company LLC reiterated a “buy” rating and issued a $300.00 target price on shares of NVIDIA in a research report on Friday, September 4th. The Goldman Sachs Group reissued a “buy” rating on shares of NVIDIA in a research note on Thursday, September 10th. Royal Bank Of Canada raised their price target on NVIDIA from $300.00 to $330.00 and gave the company an “outperform” rating in a research report on Thursday, August 27th. Finally, Evercore set a $465.00 price target on NVIDIA and gave the stock an “outperform” rating in a research note on Thursday, August 27th. Four analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, NVIDIA has an average rating of “Buy” and a consensus price target of $321.89.

Check Out Our Latest Analysis on NVIDIA NVIDIA Price Performance Shares of NASDAQ:NVDA opened at $237.36 on Thursday. The stock has a market cap of $5.72 trillion, a PE ratio of 30.01, a PEG ratio of 1.85 and a beta of 2.22. The company’s fifty day moving average is $221.38 and its 200 day moving average is $208.88. NVIDIA Corporation has a 52 week low of $164.27 and a 52 week high of $243.37. The company has a quick ratio of 3.85, a current ratio of 4.59 and a debt-to-equity ratio of 0.14.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.13. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The business had revenue of $96.22 billion during the quarter, compared to analyst estimates of $92.27 billion. During the same period in the prior year, the business posted $1.05 earnings per share. The company’s revenue was up 105.9% on a year-over-year basis. Research analysts anticipate that NVIDIA Corporation will post 9.25 earnings per share for the current year.

NVIDIA Announces Dividend The business also recently announced a quarterly dividend, which was paid on Thursday, October 1st. Investors of record on Thursday, September 10th were issued a dividend of $0.25 per share. The ex-dividend date was Thursday, September 10th. This represents a $1.00 annualized dividend and a yield of 0.4%. NVIDIA’s dividend payout ratio is currently 12.64%.

NVIDIA announced that its Board of Directors has authorized a stock buyback plan on Monday, September 28th that permits the company to buyback $150.00 billion in shares. This buyback authorization permits the computer hardware maker to buy up to 2.8% of its shares through open market purchases. Shares buyback plans are generally a sign that the company’s leadership believes its stock is undervalued.

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

Positive Sentiment: SpaceX may become a major new customer. SpaceX is reportedly seeking approximately $40 billion in debt financing—potentially including bank loans and investment-grade bonds—to purchase NVIDIA GPUs for its AI infrastructure. The proposed transaction would reinforce demand for NVIDIA’s chips, although the debt-funded nature of the purchase raises questions about customer financing risk. Apollo, banks in talks to finance SpaceX’s $40 billion Nvidia GPU purchase Positive Sentiment: NVIDIA is expanding beyond data centers into PCs and edge AI. Microsoft unveiled the $2,599 Surface Laptop Ultra with an NVIDIA AI chip, while ASUS and other manufacturers began offering RTX Spark-powered systems for local AI workloads. This could broaden NVIDIA’s addressable market and create a new consumer and enterprise revenue stream. Microsoft to sell Surface Laptop Ultra containing Nvidia AI chip Positive Sentiment: AI infrastructure adoption remains widespread. NVIDIA-backed Lambda is reportedly targeting up to $4 billion in additional funding ahead of a planned IPO, while robotics, sovereign-AI and cloud-computing companies continue announcing deployments using NVIDIA platforms. These developments support the company’s ecosystem and long-term demand outlook. Nvidia-backed Lambda targets $4 billion raise Positive Sentiment: Analyst sentiment remains bullish. Morgan Stanley raised its price target, and consensus estimates cited by analysts imply additional upside. NVIDIA’s prior quarterly earnings beat and more-than-doubling revenue growth continue to support the bullish case. Neutral Sentiment: Market conditions are mixed. Rising oil prices tied to renewed Strait of Hormuz tensions pressured broader equities, while investors also remained focused on interest rates and Federal Reserve minutes. Negative Sentiment: Valuation and concentration risks are becoming more prominent. NVIDIA is approaching a $6 trillion market capitalization after a powerful rally, increasing the potential for profit-taking. Michael Burry has reportedly shifted to longer-dated put options on NVIDIA, citing the risk of an eventual AI downturn. Negative Sentiment: Trade and execution risks could weigh on the shares. Fresh tariff threats and concerns about margin compression, inventory levels and the sustainability of debt-financed AI spending are tempering enthusiasm. Investors may also be reluctant to chase the stock near record highs without evidence that earnings growth can continue to exceed elevated expectations. Insider Activity at NVIDIA In related news, EVP Timothy Teter sold 30,460 shares of the firm’s stock in a transaction that occurred on Monday, September 21st. The stock was sold at an average price of $222.80, for a total transaction of $6,786,488.00. Following the transaction, the executive vice president directly owned 2,687,660 shares in the company, valued at $598,810,648. This trade represents a 1.12% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark Stevens sold 622,239 shares of NVIDIA stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $231.62, for a total value of $144,122,997.18. Following the completion of the transaction, the director directly owned 2,336,531 shares in the company, valued at $541,187,310.22. This trade represents a 21.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,766,118 shares of company stock worth $399,450,353 in the last ninety days. 3.94% of the stock is owned by company insiders.

NVIDIA Company Profile (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company’s products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.

Further Reading Five stocks we like better than NVIDIA Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).

Receive News & Ratings for NVIDIA Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for NVIDIA and related companies with MarketBeat.com's FREE daily email newsletter.

Foyston Gordon & Payne Inc purchased a new position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 47,475 shares of the computer hardware maker’s stock, valued at approximately $9,581,000. NVIDIA makes up 2.0% of Foyston Gordon & Payne Inc’s investment portfolio, making the stock its 19th biggest position.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. LightSquare Wealth Management LLC raised its stake in NVIDIA by 0.3% during the 2nd quarter. LightSquare Wealth Management LLC now owns 18,695 shares of the computer hardware maker’s stock valued at $3,741,000 after purchasing an additional 49 shares during the period. Defender Capital LLC. lifted its holdings in shares of NVIDIA by 0.7% in the second quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker’s stock valued at $1,507,000 after purchasing an additional 50 shares in the last quarter. Kooman & Associates boosted its position in shares of NVIDIA by 0.6% in the second quarter. Kooman & Associates now owns 8,464 shares of the computer hardware maker’s stock worth $1,694,000 after buying an additional 50 shares during the period. Roof Eidam Maycock Peralta LLC boosted its position in shares of NVIDIA by 0.3% in the second quarter. Roof Eidam Maycock Peralta LLC now owns 18,827 shares of the computer hardware maker’s stock worth $3,767,000 after buying an additional 50 shares during the period. Finally, Persium Advisors LLC grew its holdings in shares of NVIDIA by 3.5% during the second quarter. Persium Advisors LLC now owns 1,466 shares of the computer hardware maker’s stock valued at $293,000 after buying an additional 50 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

Wall Street Analyst Weigh In NVDA has been the subject of several research analyst reports. Melius Research set a $420.00 price objective on NVIDIA in a research note on Thursday, August 27th. KGI Securities lifted their target price on NVIDIA from $335.00 to $345.00 in a research note on Thursday, August 27th. Daiwa Securities Group dropped their target price on NVIDIA from $255.00 to $245.00 and set an “outperform” rating on the stock in a report on Thursday, September 17th. Weiss Ratings reissued a “buy (b)” rating on shares of NVIDIA in a research report on Friday, October 2nd. Finally, Oppenheimer set a $315.00 price target on shares of NVIDIA and gave the stock an “outperform” rating in a report on Thursday, August 27th. Four equities research analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $321.89.

Check Out Our Latest Stock Analysis on NVIDIA NVIDIA Trading Down 0.8% NASDAQ:NVDA opened at $237.36 on Thursday. The company has a market capitalization of $5.72 trillion, a P/E ratio of 30.01, a P/E/G ratio of 1.85 and a beta of 2.22. The stock’s 50 day moving average price is $221.38 and its 200 day moving average price is $208.88. The company has a debt-to-equity ratio of 0.14, a quick ratio of 3.85 and a current ratio of 4.59. NVIDIA Corporation has a 52 week low of $164.27 and a 52 week high of $243.37.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, topping the consensus estimate of $2.09 by $0.13. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The company had revenue of $96.22 billion during the quarter, compared to the consensus estimate of $92.27 billion. During the same period in the previous year, the firm posted $1.05 earnings per share. The company’s revenue for the quarter was up 105.9% compared to the same quarter last year. On average, research analysts forecast that NVIDIA Corporation will post 9.25 EPS for the current fiscal year.

NVIDIA Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Thursday, October 1st. Investors of record on Thursday, September 10th were issued a $0.25 dividend. The ex-dividend date was Thursday, September 10th. This represents a $1.00 dividend on an annualized basis and a yield of 0.4%. NVIDIA’s dividend payout ratio is currently 12.64%.

NVIDIA announced that its Board of Directors has initiated a share repurchase program on Monday, September 28th that authorizes the company to buyback $150.00 billion in shares. This buyback authorization authorizes the computer hardware maker to reacquire up to 2.8% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s leadership believes its shares are undervalued.

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

Positive Sentiment: SpaceX may become a major new customer. SpaceX is reportedly seeking approximately $40 billion in debt financing—potentially including bank loans and investment-grade bonds—to purchase NVIDIA GPUs for its AI infrastructure. The proposed transaction would reinforce demand for NVIDIA’s chips, although the debt-funded nature of the purchase raises questions about customer financing risk. Apollo, banks in talks to finance SpaceX’s $40 billion Nvidia GPU purchase Positive Sentiment: NVIDIA is expanding beyond data centers into PCs and edge AI. Microsoft unveiled the $2,599 Surface Laptop Ultra with an NVIDIA AI chip, while ASUS and other manufacturers began offering RTX Spark-powered systems for local AI workloads. This could broaden NVIDIA’s addressable market and create a new consumer and enterprise revenue stream. Microsoft to sell Surface Laptop Ultra containing Nvidia AI chip Positive Sentiment: AI infrastructure adoption remains widespread. NVIDIA-backed Lambda is reportedly targeting up to $4 billion in additional funding ahead of a planned IPO, while robotics, sovereign-AI and cloud-computing companies continue announcing deployments using NVIDIA platforms. These developments support the company’s ecosystem and long-term demand outlook. Nvidia-backed Lambda targets $4 billion raise Positive Sentiment: Analyst sentiment remains bullish. Morgan Stanley raised its price target, and consensus estimates cited by analysts imply additional upside. NVIDIA’s prior quarterly earnings beat and more-than-doubling revenue growth continue to support the bullish case. Neutral Sentiment: Market conditions are mixed. Rising oil prices tied to renewed Strait of Hormuz tensions pressured broader equities, while investors also remained focused on interest rates and Federal Reserve minutes. Negative Sentiment: Valuation and concentration risks are becoming more prominent. NVIDIA is approaching a $6 trillion market capitalization after a powerful rally, increasing the potential for profit-taking. Michael Burry has reportedly shifted to longer-dated put options on NVIDIA, citing the risk of an eventual AI downturn. Negative Sentiment: Trade and execution risks could weigh on the shares. Fresh tariff threats and concerns about margin compression, inventory levels and the sustainability of debt-financed AI spending are tempering enthusiasm. Investors may also be reluctant to chase the stock near record highs without evidence that earnings growth can continue to exceed elevated expectations. Insiders Place Their Bets In other NVIDIA news, Director Mark A. Stevens sold 622,239 shares of the business’s stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $231.62, for a total value of $144,122,997.18. Following the completion of the sale, the director owned 2,336,531 shares of the company’s stock, valued at $541,187,310.22. The trade was a 21.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Colette Kress sold 34,918 shares of the stock in a transaction dated Thursday, September 17th. The shares were sold at an average price of $219.05, for a total value of $7,648,787.90. Following the transaction, the chief financial officer directly owned 765,103 shares in the company, valued at approximately $167,595,812.15. This represents a 4.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,766,118 shares of company stock valued at $399,450,353 over the last three months. 3.94% of the stock is currently owned by insiders.

About NVIDIA (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company’s products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.

Read More Five stocks we like better than NVIDIA Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

Receive News & Ratings for NVIDIA Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for NVIDIA and related companies with MarketBeat.com's FREE daily email newsletter.

Venture Visionary Partners LLC boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 259,653 shares of the financial services provider’s stock after buying an additional 2,922 shares during the period. JPMorgan Chase & Co. makes up 2.1% of Venture Visionary Partners LLC’s investment portfolio, making the stock its 7th biggest holding. Venture Visionary Partners LLC’s holdings in JPMorgan Chase & Co. were worth $85,901,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in JPM. Concorde Asset Management LLC grew its position in shares of JPMorgan Chase & Co. by 1.1% in the second quarter. Concorde Asset Management LLC now owns 2,660 shares of the financial services provider’s stock valued at $871,000 after purchasing an additional 29 shares in the last quarter. Elevation Wealth Management LLC lifted its holdings in JPMorgan Chase & Co. by 1.0% during the 2nd quarter. Elevation Wealth Management LLC now owns 3,074 shares of the financial services provider’s stock worth $1,006,000 after purchasing an additional 29 shares in the last quarter. Henrickson Nauta Wealth Advisors Inc. lifted its holdings in JPMorgan Chase & Co. by 0.8% during the 2nd quarter. Henrickson Nauta Wealth Advisors Inc. now owns 3,531 shares of the financial services provider’s stock worth $1,156,000 after purchasing an additional 29 shares in the last quarter. Arkansas Financial Group Inc. boosted its stake in JPMorgan Chase & Co. by 1.1% in the 2nd quarter. Arkansas Financial Group Inc. now owns 2,667 shares of the financial services provider’s stock worth $873,000 after purchasing an additional 30 shares during the period. Finally, Flynn Zito Capital Management LLC boosted its stake in JPMorgan Chase & Co. by 1.1% in the 2nd quarter. Flynn Zito Capital Management LLC now owns 2,830 shares of the financial services provider’s stock worth $926,000 after purchasing an additional 30 shares during the period. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. News Summary Here are the key news stories impacting JPMorgan Chase & Co. this week:

Positive Sentiment: JPMorgan raised its dividend by 10%, a move that signals confidence in earnings and capital strength while leaving room for further shareholder returns. JPMorgan Just Raised Its Dividend 10% Positive Sentiment: Analysts remain optimistic ahead of the third-quarter earnings report, citing strong banking momentum, an 86% prior-quarter increase in equities activity and the potential for an earnings beat. JPMorgan Q3 Earnings Preview Positive Sentiment: Chase is expanding into payroll services for business clients, potentially increasing payment relationships, fee revenue and customer retention. JPMorgan also ranked first in the 2026 Evident AI Index, although returns from its large technology budget remain a longer-term opportunity. Chase Adds Payroll to Business Banking Neutral Sentiment: JPMorgan provided institutional-settlement expertise to Solana’s new delivery-versus-payment system and hired veteran dealmaker Rob Sweeney to support investment banking expansion. These developments may strengthen long-term capabilities, but their immediate financial impact is unclear. JPMorgan Hires Veteran Dealmaker Negative Sentiment: Dimon warned that inflation could remain persistent, bond-market selling could intensify and competition for capital could squeeze corporate borrowers. Those risks could pressure credit quality, deal activity and market valuations. Dimon Warns of Corporate Credit Squeeze Negative Sentiment: Dimon also said AI-related cybersecurity threats have risen sharply and that automation will eliminate some jobs. The warnings reinforce concerns about potentially costly cyber incidents, regulatory scrutiny and social disruption even as JPMorgan finances and invests in AI. JPMorgan CEO Warns AI Risks Jumped Tenfold Analysts Set New Price Targets Several brokerages have recently weighed in on JPM. HSBC upped their price target on JPMorgan Chase & Co. from $369.00 to $377.00 and gave the company a “hold” rating in a research report on Monday, September 28th. The Goldman Sachs Group restated a “buy” rating and issued a $418.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Wells Fargo & Company boosted their price objective on shares of JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a research note on Friday, August 14th. Weiss Ratings raised shares of JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a report on Wednesday, September 2nd. Finally, UBS Group lowered their target price on shares of JPMorgan Chase & Co. from $400.00 to $395.00 and set a “buy” rating on the stock in a research note on Monday. Sixteen analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $363.08. Check Out Our Latest Research Report on JPMorgan Chase & Co.

Insiders Place Their Bets In related news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $352.81, for a total value of $882,025.00. Following the sale, the insider directly owned 71,047 shares of the company’s stock, valued at $25,066,092.07. This trade represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by corporate insiders.

JPMorgan Chase & Co. Price Performance JPMorgan Chase & Co. stock opened at $329.50 on Thursday. The stock has a market cap of $875.88 billion, a price-to-earnings ratio of 14.12, a PEG ratio of 1.36 and a beta of 1.02. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. The business has a 50-day simple moving average of $351.12 and a 200 day simple moving average of $328.32. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating the consensus estimate of $5.59 by $0.55. The firm had revenue of $58.02 billion for the quarter, compared to analysts’ expectations of $50.72 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The company’s revenue was up 27.7% compared to the same quarter last year. During the same quarter last year, the firm posted $4.96 EPS. On average, research analysts forecast that JPMorgan Chase & Co. will post 24.16 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend The business also recently disclosed a quarterly dividend, which will be paid on Saturday, October 31st. Investors of record on Tuesday, October 6th will be given a $1.65 dividend. This represents a $6.60 annualized dividend and a dividend yield of 2.0%. This is a positive change from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. The ex-dividend date is Tuesday, October 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 28.28%.

JPMorgan Chase & Co. Company Profile (Free Report)

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, investment banking, asset management, private banking, commercial banking, consumer lending and payment services to individuals, businesses, institutions and governments.

The company operates through major business areas that include Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. Its products and services include deposit accounts, credit cards, mortgages, auto loans, business financing, investment and advisory services, securities trading and custody, payment processing, and wealth-management solutions.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across international markets.

Further Reading Five stocks we like better than JPMorgan Chase & Co. Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).

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Wealth Enhancement Trust Services Inc. cut its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 67.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,201 shares of the enterprise software provider’s stock after selling 4,486 shares during the period. Wealth Enhancement Trust Services Inc.’s holdings in Oracle were worth $302,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the stock. Sherman Asset Management Inc. raised its stake in Oracle by 5.5% in the first quarter. Sherman Asset Management Inc. now owns 1,054 shares of the enterprise software provider’s stock valued at $155,000 after purchasing an additional 55 shares in the last quarter. Southern Capital Advisors LLC grew its stake in Oracle by 1.3% during the first quarter. Southern Capital Advisors LLC now owns 4,446 shares of the enterprise software provider’s stock worth $654,000 after buying an additional 57 shares in the last quarter. Global Financial Private Client LLC grew its stake in Oracle by 0.8% during the first quarter. Global Financial Private Client LLC now owns 7,836 shares of the enterprise software provider’s stock worth $1,153,000 after buying an additional 59 shares in the last quarter. Key Financial Inc increased its holdings in Oracle by 0.4% in the 1st quarter. Key Financial Inc now owns 14,203 shares of the enterprise software provider’s stock valued at $2,089,000 after buying an additional 62 shares during the period. Finally, Gould Asset Management LLC CA increased its holdings in Oracle by 2.0% in the 1st quarter. Gould Asset Management LLC CA now owns 3,172 shares of the enterprise software provider’s stock valued at $467,000 after buying an additional 62 shares during the period. 42.44% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In A number of analysts have recently weighed in on the stock. Citigroup reaffirmed a “market outperform” rating on shares of Oracle in a report on Friday, October 2nd. Moffett Nathanson set a $325.00 price target on shares of Oracle in a research report on Thursday, June 11th. JPMorgan Chase & Co. reissued a “buy” rating on shares of Oracle in a research note on Thursday, September 10th. Weiss Ratings downgraded shares of Oracle from a “hold (c+)” rating to a “hold (c)” rating in a research report on Monday, July 20th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $300.00 target price (down from $375.00) on shares of Oracle in a research note on Wednesday, June 10th. One investment analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Oracle has a consensus rating of “Moderate Buy” and an average target price of $251.72.

View Our Latest Stock Analysis on ORCL Oracle Trading Down 0.7% ORCL opened at $143.78 on Thursday. The company’s 50 day moving average is $145.96 and its 200-day moving average is $159.25. Oracle Corporation has a 1-year low of $114.50 and a 1-year high of $322.54. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89. The company has a market cap of $434.77 billion, a P/E ratio of 22.54, a PEG ratio of 1.03 and a beta of 1.78.

Oracle (NYSE:ORCL – Get Free Report) last released its quarterly earnings data on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.74 by $0.18. The business had revenue of $19.34 billion during the quarter, compared to analysts’ expectations of $19.13 billion. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The firm’s quarterly revenue was up 29.6% compared to the same quarter last year. During the same period in the prior year, the company earned $1.47 EPS. Oracle has set its Q2 2027 guidance at 1.850-1.930 EPS and its FY 2027 guidance at 8.100-8.100 EPS. Equities research analysts predict that Oracle Corporation will post 6.69 earnings per share for the current fiscal year.

Oracle Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Friday, October 23rd. Stockholders of record on Friday, October 9th will be issued a dividend of $0.50 per share. The ex-dividend date is Friday, October 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.4%. Oracle’s dividend payout ratio is 31.35%.

Key Stories Impacting Oracle Here are the key news stories impacting Oracle this week:

Positive Sentiment: Oracle’s cloud and AI opportunity remains the key bullish catalyst. Analysts highlight accelerating earnings, a reported $664 billion cloud backlog, and infrastructure growth that is outpacing Amazon Web Services. A separate report points to a potential 100,000-chip deal with Tencent, underscoring demand for Oracle’s AI capacity. Cloud 2027: Can Oracle’s Fastest-Growing Engine Bridge the AWS Gap? 100,000 Reasons to Buy Oracle Stock Positive Sentiment: Oracle signed a virtual power purchase agreement with Scout Clean Energy covering most of the output from a 300-megawatt Texas wind farm. The agreement supports Oracle’s broader investment in more than 1.7 gigawatts of Texas renewable projects and may help secure power for energy-intensive data centers. Scout Clean Energy Announces PPA with Oracle for Texas Wind Energy Farm Positive Sentiment: A director purchased nearly $3.5 million of Oracle stock, providing a signal of insider confidence after the shares’ substantial retreat from their peak. Monster Insider Trading Alert for Oracle Stock Neutral Sentiment: Investment commentary remains divided: some analysts view the pullback as a buying opportunity, while others question whether Oracle can close the revenue gap with AWS despite faster percentage growth. Oracle’s recent earnings beat and 29.6% year-over-year revenue growth provide support, but the market is focused on converting its backlog into profitable capacity. Negative Sentiment: Oracle is reportedly seeking a debt financing package worth tens of billions of dollars to purchase AI chips, alongside Broadcom and SpaceX. Additional borrowing could accelerate data-center expansion, but it also raises interest expense and leverage concerns; Oracle already has a debt-to-equity ratio of 1.89. Oracle, Broadcom and SpaceX Seek Blockbuster Debt Deals To Pay for AI Chips Negative Sentiment: A Texas attorney general’s disclosure said a 2025 breach involving Oracle’s healthcare business affected nearly 20 million people and exposed sensitive personal and medical information. Potential regulatory, legal, remediation, and reputational costs add an overhang. Oracle 2025 Health Breach Compromised Data of 20 Million People Negative Sentiment: Reports of possible December layoffs indicate Oracle may be seeking to offset the costs of its aggressive AI infrastructure buildout. Investors may interpret workforce reductions as a margin-protection measure, but also as evidence of rising cost pressure. Oracle Layoffs Returning In December? Insider Transactions at Oracle In related news, CEO Michael D. Sicilia sold 22,562 shares of the business’s stock in a transaction on Tuesday, September 22nd. The stock was sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the sale, the chief executive officer owned 182,929 shares in the company, valued at $27,730,207.11. The trade was a 10.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Maria Smith sold 2,631 shares of the company’s stock in a transaction dated Tuesday, September 22nd. The stock was sold at an average price of $151.70, for a total value of $399,122.70. Following the completion of the transaction, the executive vice president directly owned 64,357 shares of the company’s stock, valued at approximately $9,762,956.90. The trade was a 3.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 36,075 shares of company stock worth $5,342,123. Corporate insiders own 38.40% of the company’s stock.

Oracle Profile (Free Report)

Oracle Corporation (NYSE: ORCL) is a global technology company that develops enterprise software, cloud services and related hardware. Its offerings help businesses manage databases, applications, data, infrastructure and other core information-technology operations.

The company is best known for its Oracle Database, along with cloud-based infrastructure and platform services. Oracle also provides enterprise applications for functions such as finance, human resources, supply-chain management, customer experience and industry-specific operations.

Featured Stories Five stocks we like better than Oracle Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

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10-year Treasury rates are at 5.28% at the time of this writing -- the highest level since 2002. In September, the Federal Reserve increased rates for the first time since 2023. And investors are concerned that further interest rate hikes could be on the horizon to curb inflation.

Meanwhile, Realty Income (O -1.66%) is down 11.6% over the last month, pushing its dividend yield to 6% -- its highest level in nearly three years. Here's what's driving the sell-off in Realty Income and other real estate investment trusts (REITs) and why Realty Income stands out as a top dividend stock to buy now.

Image source: Getty Images.

Realty Income has a 98.8% occupancy rate Realty Income operates a portfolio of over 15,500 commercial properties under long-term lease agreements in North America and Europe. It has a 98.8% occupancy rate, meaning existing tenants and properties are relatively insulated from rising rates.

Realty Income's bread and butter is single-unit commercial properties -- especially in the retail industry, which makes up 78.3% of annualized contractual rent. Grocery stores, convenience stores, dollar stores, and drugstores make up a combined 30.6% of annualized contractual rent.

Realty Income partners with customers across multiple properties. Dollar General is the largest client, followed by 7-Eleven, Walgreens, Family Dollar, and Life Time Group (formerly known as Life Time Fitness). But no individual client accounts for more than 3.3% of annual contractual rent.

Rising rates increase borrowing costs, making new deals less attractive as the spread between interest rates and property yields narrows. Higher rates also make it more expensive to refinance older debt -- especially because much of that debt was taken on at rates far lower than today.

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Moneyball Superscore

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Realty Income is down 11.6% in 1 month Realty Income isn't the only REIT under pressure. Many of its peers have also sold off in lockstep with rapidly rising interest rates.

10 Year Treasury Rate data by YCharts

Unlike companies that use excess free cash flow to pay down debt, Realty Income tends to gradually grow its book of business while keeping debt on the balance sheet. The strategy works as its property count and contractual rent grow, but it does make Realty Income more sensitive to rising rates.

O Net Total Long Term Debt (Quarterly) data by YCharts

Given its heightened exposure to commercial real estate, it makes sense that Realty Income is undergoing a steeper sell-off than REITs with a balanced exposure to industrial and residential customers.

136 dividend increases since 1994 Historically, Realty Income sells off when rates are higher because it's a more challenging operating environment for its business model and because higher Treasury rates are an opportunity cost for dividend stocks. 10-year Treasury notes are typically viewed as risk-free because they are backed by the U.S. government. So 10-year rates at 5.3% compared to Realty Income's 6% yield is a very different setup than if Realty Income were yielding, say, double the risk-free rate.

However, Treasury notes offer a fixed return, whereas the real estate dividend stock offers yield and share price appreciation. It also tends to gradually increase its adjusted funds from operations (AFFO) over time. AFFO measures recurring cash flow that supports dividend payments.

On Sept. 8, Realty Income announced its 136th common stock monthly dividend increase since it was listed on the New York Stock Exchange in 1994. Realty Income pays a monthly dividend, providing a higher-frequency passive-income stream than most stocks that pay quarterly dividends or 10-year Treasury notes, which tend to feature semi-annual interest payments.

To add further security to Realty Income's dividend reliability, the company received an 'A' credit rating from Fitch Ratings in August, making it the fourth U.S. REIT to have at least one 'A' or equivalent rating from either Fitch, Moody's, or S&P Global. The high credit rating is a testament to Realty Income's ability to manage its debt, even though its debt balance has increased substantially in recent years.

A reliable high-yield stock for income investors Realty Income is a great buy for long-term investors willing to look beyond the present high interest rates. The company has a diversified and high-quality portfolio. Its elite occupancy rate and contract structures create a long runway for steady returns. Realty Income also has an impressive track record of growing its monthly dividend, which is particularly appealing to investors looking to supplement retirement income.

That said, I'd expect the Realty Income sell-off to worsen if interest rates continue rising, so investors should only consider the stock if they're investing with at least a five-year time horizon.

Daniel Foelber has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Dollar General, Equinix, Life Time Group, Mid-America Apartment Communities, Moody's, Prologis, Realty Income, S&P Global, and Simon Property Group. The Motley Fool recommends Digital Realty Trust. The Motley Fool has a disclosure policy.

Worth Asset Management LLC acquired a new stake in ConocoPhillips (NYSE:COP – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 4,583 shares of the energy producer’s stock, valued at approximately $574,000.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. B. Metzler seel. Sohn & Co. AG bought a new position in ConocoPhillips in the 2nd quarter valued at approximately $6,896,000. Cetera Trust Company N.A bought a new stake in ConocoPhillips during the 2nd quarter worth approximately $870,000. Qsemble Capital Management LP bought a new stake in ConocoPhillips during the 2nd quarter worth approximately $3,645,000. Nicholas Investment Partners LP acquired a new position in ConocoPhillips in the 2nd quarter valued at approximately $6,498,000. Finally, Osmosis Investment Management UK Ltd acquired a new position in ConocoPhillips in the 2nd quarter valued at approximately $1,475,000. Institutional investors and hedge funds own 82.36% of the company’s stock.

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

Positive Sentiment: ConocoPhillips signed a 20-year agreement to purchase 1 million tons of LNG annually from Venture Global beginning in 2030. The deal expands COP’s long-term natural-gas exposure and could strengthen future cash-flow visibility, although the benefits are several years away. ConocoPhillips Could Be 11% Undervalued Following New 20 Year LNG Deal Positive Sentiment: COP is reportedly reviewing the sale of its Norway business and the UK Teesside asset for approximately $7 billion. A transaction could improve capital flexibility, simplify the portfolio and potentially support shareholder returns. ConocoPhillips Reviews Norway Business and UK Teesside Asset Divestment Positive Sentiment: Mizuho reiterated a Buy rating and set a $146 NAV-based price target, citing near-term earnings strength and longer-term LNG-driven cash-flow potential. The target implies meaningful upside from the stock’s recent level. Mizuho Reiterates Buy on ConocoPhillips With $146 Price Target Positive Sentiment: ConocoPhillips’ chairman said the oil-price floor could rise toward $70 per barrel, a constructive view for upstream producers such as COP if sustained. Oil Price Floor Likely Rising to $70 per Barrel Neutral Sentiment: Research reports comparing COP with Cactus and Calumet focus on relative valuation and sector performance rather than announcing a new fundamental development. COP’s strong year-to-date performance may limit the immediate impact of these reports. Neutral Sentiment: Management said greater political stability and fair fiscal terms would be needed to attract investors back to Venezuela and Russia, highlighting potential longer-term opportunities but no immediate earnings catalyst. Stability and Fair Fiscal Terms Needed for Investors to Return Insider Buying and Selling In other ConocoPhillips news, SVP Andrew Lundquist sold 9,487 shares of the company’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $135.15, for a total transaction of $1,282,168.05. Following the sale, the senior vice president owned 9,593 shares of the company’s stock, valued at approximately $1,296,493.95. This represents a 49.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.09% of the company’s stock. ConocoPhillips Stock Up 0.4% ConocoPhillips stock opened at $129.85 on Thursday. The firm has a market cap of $156.00 billion, a price-to-earnings ratio of 17.18, a PEG ratio of 1.35 and a beta of 0.24. ConocoPhillips has a 52-week low of $85.57 and a 52-week high of $141.62. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.39 and a current ratio of 1.54. The firm has a 50 day moving average price of $129.08 and a two-hundred day moving average price of $121.91.

ConocoPhillips (NYSE:COP – Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The energy producer reported $3.24 EPS for the quarter, beating analysts’ consensus estimates of $2.90 by $0.34. ConocoPhillips had a net margin of 14.22% and a return on equity of 14.72%. The company had revenue of $19.52 billion for the quarter, compared to analyst estimates of $18.79 billion. During the same period in the prior year, the firm posted $1.42 EPS. The company’s quarterly revenue was up 32.4% on a year-over-year basis. Equities analysts predict that ConocoPhillips will post 10.62 EPS for the current year.

ConocoPhillips Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Monday, August 17th were issued a $0.84 dividend. The ex-dividend date was Monday, August 17th. This represents a $3.36 annualized dividend and a yield of 2.6%. ConocoPhillips’s payout ratio is presently 44.44%.

Wall Street Analysts Forecast Growth Several equities analysts have recently issued reports on COP shares. Wall Street Zen raised shares of ConocoPhillips from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Royal Bank Of Canada set a $130.00 price objective on ConocoPhillips in a report on Monday, June 22nd. Weiss Ratings upgraded ConocoPhillips from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, September 29th. Stifel Nicolaus started coverage on ConocoPhillips in a research report on Thursday, September 10th. They set a “hold” rating and a $148.00 target price for the company. Finally, Truist Financial lifted their target price on ConocoPhillips from $130.00 to $136.00 and gave the stock a “hold” rating in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, ConocoPhillips currently has a consensus rating of “Moderate Buy” and an average target price of $143.29.

Get Our Latest Stock Analysis on ConocoPhillips

About ConocoPhillips (Free Report)

ConocoPhillips (NYSE:COP) is an independent exploration and production company engaged in finding, developing and producing crude oil, natural gas, natural gas liquids and liquefied natural gas. Unlike integrated energy companies, ConocoPhillips focuses primarily on upstream activities rather than refining and retail fuel operations.

The company has a diversified portfolio of assets in major producing regions, including the United States, Canada, Australia, Norway and Qatar. Its U.S. operations include oil and gas developments in Alaska and the Lower 48 states, while its international portfolio includes conventional and offshore projects.

Featured Articles Five stocks we like better than ConocoPhillips Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

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CVR Energy Inc. (NYSE:CVI – Get Free Report) shares hit a new 52-week high on Thursday. The stock traded as high as $58.92 and last traded at $57.3380, with a volume of 623318 shares. The stock had previously closed at $57.42.

Analyst Ratings Changes Several brokerages recently issued reports on CVI. Wall Street Zen upgraded CVR Energy from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. UBS Group increased their price objective on CVR Energy from $35.00 to $53.00 and gave the stock a “neutral” rating in a research report on Friday, October 2nd. Weiss Ratings upgraded CVR Energy from a “sell (d-)” rating to a “hold (c)” rating in a research note on Tuesday, September 22nd. Zacks Research raised CVR Energy from a “strong sell” rating to a “hold” rating in a report on Tuesday, August 4th. Finally, Mizuho upped their price target on CVR Energy from $28.00 to $29.00 and gave the stock an “underperform” rating in a research note on Tuesday, August 4th. Four equities research analysts have rated the stock with a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Reduce” and a consensus target price of $35.00.

Check Out Our Latest Report on CVR Energy

CVR Energy Price Performance The company has a debt-to-equity ratio of 2.38, a quick ratio of 0.92 and a current ratio of 1.42. The company has a market cap of $5.76 billion, a price-to-earnings ratio of 84.32 and a beta of 0.90. The company has a 50-day simple moving average of $43.92 and a 200-day simple moving average of $36.18. CVR Energy (NYSE:CVI – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The oil and gas company reported $0.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.26 by $0.08. CVR Energy had a negative return on equity of 15.21% and a net margin of 0.81%.The firm had revenue of $2.74 billion during the quarter, compared to analysts’ expectations of $2.22 billion. During the same quarter in the prior year, the business posted ($0.23) earnings per share. CVR Energy’s revenue was up 55.5% compared to the same quarter last year. As a group, research analysts predict that CVR Energy Inc. will post 1.56 earnings per share for the current year.

CVR Energy Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Monday, August 17th. Stockholders of record on Monday, August 10th were issued a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Monday, August 10th. CVR Energy’s dividend payout ratio (DPR) is currently 58.82%.

Institutional Trading of CVR Energy A number of institutional investors have recently added to or reduced their stakes in the stock. Congress Asset Management Co. increased its holdings in CVR Energy by 20.7% in the third quarter. Congress Asset Management Co. now owns 110,723 shares of the oil and gas company’s stock valued at $5,646,000 after buying an additional 18,966 shares in the last quarter. CX Institutional boosted its stake in shares of CVR Energy by 5,362.5% during the 3rd quarter. CX Institutional now owns 1,311 shares of the oil and gas company’s stock worth $67,000 after acquiring an additional 1,287 shares in the last quarter. State Street Corp boosted its stake in shares of CVR Energy by 11.0% during the 2nd quarter. State Street Corp now owns 2,153,498 shares of the oil and gas company’s stock worth $59,315,000 after acquiring an additional 213,829 shares in the last quarter. WINTON GROUP Ltd grew its holdings in shares of CVR Energy by 357.8% in the 2nd quarter. WINTON GROUP Ltd now owns 164,204 shares of the oil and gas company’s stock worth $4,522,000 after acquiring an additional 128,339 shares during the period. Finally, Engineers Gate Manager LP acquired a new stake in shares of CVR Energy in the 2nd quarter worth approximately $903,000. Hedge funds and other institutional investors own 98.88% of the company’s stock.

CVR Energy Company Profile (Get Free Report)

CVR Energy, Inc is a diversified energy company engaged primarily in petroleum refining and nitrogen fertilizer production. Headquartered in Sugar Land, Texas, the company operates through subsidiaries that serve customers in the United States, with activities concentrated in the Midcontinent region.

Through its refining operations, CVR Energy processes crude oil into transportation fuels and other refined products, including gasoline, diesel fuel, jet fuel and asphalt. Its refineries are located in Coffeyville, Kansas, and Wynnewood, Oklahoma, and are supported by related logistics, storage and transportation assets.

CVR Energy also owns and operates nitrogen fertilizer facilities through CVR Partners, LP.

See Also Five stocks we like better than CVR Energy Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up Receive News & Ratings for CVR Energy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for CVR Energy and related companies with MarketBeat.com's FREE daily email newsletter.

Venture Visionary Partners LLC decreased its position in Vistra Corp. (NYSE:VST – Free Report) by 54.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,938 shares of the company’s stock after selling 15,558 shares during the quarter. Venture Visionary Partners LLC’s holdings in Vistra were worth $1,790,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the company. Premier Financial Group bought a new stake in Vistra in the 2nd quarter valued at $34,000. Brown Lisle Cummings Inc. grew its holdings in Vistra by 141.2% in the 1st quarter. Brown Lisle Cummings Inc. now owns 246 shares of the company’s stock valued at $37,000 after buying an additional 144 shares in the last quarter. Stonehage Fleming Financial Services Holdings Ltd bought a new position in Vistra during the 2nd quarter worth $37,000. Silicon Valley Capital Partners bought a new position in Vistra during the 2nd quarter worth $39,000. Finally, Physician Wealth Advisors Inc. boosted its position in shares of Vistra by 46.6% in the first quarter. Physician Wealth Advisors Inc. now owns 302 shares of the company’s stock valued at $45,000 after acquiring an additional 96 shares during the period. Institutional investors own 90.88% of the company’s stock.

Analyst Upgrades and Downgrades VST has been the subject of several analyst reports. Weiss Ratings cut Vistra from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, August 13th. Sanford C. Bernstein restated an “outperform” rating and issued a $181.00 price target on shares of Vistra in a research report on Thursday, October 1st. Wells Fargo & Company reiterated an “overweight” rating and set a $212.00 price objective on shares of Vistra in a research note on Monday, August 10th. BNP Paribas Exane set a $255.00 price target on shares of Vistra in a report on Wednesday, August 19th. Finally, Mizuho assumed coverage on shares of Vistra in a research report on Monday, August 24th. They set an “outperform” rating and a $169.00 price target on the stock. Fifteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $217.61.

Get Our Latest Analysis on VST Vistra Stock Up 3.9% Shares of VST opened at $166.77 on Thursday. The stock has a market capitalization of $55.97 billion, a price-to-earnings ratio of 28.17 and a beta of 1.38. Vistra Corp. has a 52 week low of $132.66 and a 52 week high of $217.10. The company has a debt-to-equity ratio of 5.87, a quick ratio of 0.87 and a current ratio of 0.97. The stock has a fifty day moving average of $143.51 and a 200-day moving average of $151.04.

Vistra (NYSE:VST – Get Free Report) last posted its earnings results on Friday, August 7th. The company reported $0.76 EPS for the quarter, missing the consensus estimate of $1.61 by ($0.85). Vistra had a net margin of 11.55% and a return on equity of 108.68%. The firm had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $5.46 billion. As a group, sell-side analysts anticipate that Vistra Corp. will post 9.04 earnings per share for the current fiscal year.

Vistra Increases Dividend The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Monday, September 21st were issued a $0.23 dividend. This is a boost from Vistra’s previous quarterly dividend of $0.2290. The ex-dividend date was Monday, September 21st. This represents a $0.92 dividend on an annualized basis and a yield of 0.6%. Vistra’s dividend payout ratio (DPR) is 15.54%.

Insider Buying and Selling In other Vistra news, CEO James Burke purchased 4,465 shares of the firm’s stock in a transaction on Tuesday, September 1st. The stock was purchased at an average cost of $135.25 per share, for a total transaction of $603,891.25. Following the transaction, the chief executive officer owned 1,146,352 shares in the company, valued at $155,044,108. The trade was a 0.39% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Scott A. Hudson sold 44,444 shares of the firm’s stock in a transaction on Tuesday, September 8th. The shares were sold at an average price of $151.82, for a total transaction of $6,747,488.08. Following the transaction, the executive vice president directly owned 331,137 shares of the company’s stock, valued at $50,273,219.34. The trade was a 11.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.92% of the stock is owned by company insiders.

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

Positive Sentiment: The U.S. Department of Energy announced a conditional loan commitment of up to $4.2 billion to help Vistra expand capacity and extend the operating lives of nuclear plants in Pennsylvania and Ohio. The funding could reduce project-financing needs, support additional generation and improve the long-term value of Vistra’s nuclear fleet. DoE confirms up to $4.2B loan to Vistra Positive Sentiment: The announcement reinforced the market’s view that reliable, around-the-clock nuclear electricity will become increasingly valuable as AI data centers expand. Vistra’s long-term power agreements with large customers, including Meta and New Era Energy, provide additional visibility into future demand and revenue. Vistra Stock Gains as Federal Funds Fuel Nuclear Power Expansion Positive Sentiment: Vistra rallied alongside Constellation Energy and Talen Energy after a separate announcement involving a long-term Google commitment to nuclear power. Investors interpreted the deal as evidence that hyperscalers may sign multiyear contracts for firm nuclear generation, potentially supporting higher power prices and cash flows across the sector. Constellation Energy, Vistra and Talen move on AI nuclear deals Neutral Sentiment: Analysts and investors continue comparing Vistra with Talen as potential AI-power beneficiaries. The key issue is how much of the opportunity becomes shareholder cash flow after capital spending, financing costs and debt service. Vistra vs. Talen: Which AI Power Stock Has the Stronger Cash-Flow Case? Negative Sentiment: Vistra is challenging a PJM market proposal at the Federal Energy Regulatory Commission, arguing it is discriminatory and legally flawed. Although the filing seeks to protect future investment incentives, regulatory uncertainty could affect market revenues and investment planning in the region. Vistra’s high leverage remains an additional risk for investors. About Vistra (Free Report)

Vistra Corp. (NYSE:VST) is an integrated energy company headquartered in Irving, Texas. The company operates electricity generation facilities and provides electricity and related energy services to residential, commercial, and industrial customers. Its portfolio includes natural gas, nuclear, coal, solar, and battery energy storage assets.

Vistra also operates a retail electricity business that offers power plans, renewable energy options, and energy-management services. Its retail brands include TXU Energy, Homefield Energy, Dynegy, and Ambit Energy, serving customers in competitive electricity markets across the United States.

See Also Five stocks we like better than Vistra Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up

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Ondo Finance is pushing further into Europe, giving eligible investors on the continent access to tokenized U.S. stocks and ETFs directly onchain. The expansion marks a notable step in the broader effort to bring traditional Wall Street assets onto public blockchain infrastructure.

Assetera Handles the Regulatory Layer The distribution is being handled by Assetera, By managing the entire issuance, distribution, and settlement process, the platform removes the regulatory burden for partners looking to offer tokenized securities in Europe.

The full product range is projected to cover hundreds of U.S. stocks and ETFs by Q4 2026.

How the Tokens Work Each token issued through the platform represents an underlying security. That structure means investors hold an onchain instrument with a direct claim on the real-world asset, rather than a synthetic or derivative product, distributed across 30 EU and EEA markets.

The partnership builds on Ondo Finance's broader European push.

Ondo Finance's tokenized equities platform has also reached a significant milestone globally.

The move reflects growing momentum in the real-world asset sector, where tokenization platforms are racing to bring regulated, onchain exposure to conventional financial markets to investors outside the United States.

Sources:
Assetera Opens Tokenized Securities Market to Crypto Exchanges With MiFID-Compliant API (CoinDesk)
Ondo Finance Secures EU Regulatory Approval to Offer Tokenized Stocks and ETFs (Blockhead)
Ondo Global Markets Tops $1B TVL As Tokenized Stocks Gain Ground (CCN)

 | Source: The Brink’s Company

Divestiture of NoteMachine/TestLink UK to avoid a CMA Phase 2 referral

Acquisition of NCR Atleos remains on track to close early in the first quarter of 2027

RICHMOND, Va., Oct. 08, 2026 (GLOBE NEWSWIRE) -- The Brink's Company (NYSE: BCO) (“Brink’s” or “the Company”) announced today that the United Kingdom's Competition and Markets Authority ("CMA") has accepted in principle Brink’s proposed remedy for its planned acquisition of NCR Atleos Corporation (NYSE: NATL) (“NCR Atleos”).

Brink's has been working constructively with the CMA to establish that the divestiture of NoteMachine/TestLink UK is an acceptable remedy (or "undertaking in lieu" of a referral for a Phase 2 investigation) to address the UK-specific concerns that the CMA shared with Brink’s early in the review process. Brink’s is committed to selecting a suitable buyer and concluding the divestiture process in a timely manner in order to avoid the CMA referring the acquisition to a Phase 2 investigation. As previously announced on September 30, 2026, the sale process is progressing, and Brink’s remains engaged with a number of prospective buyers.

"We are pleased with the CMA’s acceptance in principle of the proposed remedy, as this represents a significant step forward, and we appreciate the CMA's constructive and timely engagement throughout the process," said Mark Eubanks, President and Chief Executive Officer of Brink's. "The potential sale of NoteMachine/TestLink UK was a remedy that was contemplated in the financial metrics that Brink’s has previously disclosed and does not impact the $200 million in annual run-rate cost synergies that we continue to expect to achieve within three years of closing the transaction. We continue to make progress towards the successful completion of our pending acquisition of NCR Atleos and look forward to positioning the combined business to deliver enhanced customer solutions and accelerate our value creation strategy."

Brink's acquisition of NCR Atleos remains on track to close early in the first quarter of 2027.

About The Brink’s Company 
The Brink’s Company (NYSE: BCO) is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers and other commercial operations. Our network of operations in 51 countries serves customers in more than 100 countries. For more information, please visit our website at www.brinks.com. 

Forward-Looking Statements 
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “anticipate,” “assume,” “can,” “could,” “estimate,” “expect,” “target,” “possible,” “project,” “predict,” “intend,” “plan,” “believe,” “potential,” “may,” “should”, “will” and similar expressions are based on current expectations and assumptions and are subject to risks, uncertainties and contingencies, many of which are beyond our control and difficult to predict or quantify, and which could cause actual results to differ materially from those that are anticipated.

Factors that could cause actual results to differ include, but are not limited to: Brink’s ability to consummate the acquisition of NCR Atleos (the “Transaction”); the occurrence of any event, change or other circumstance that could give rise to the termination of the definitive agreement with respect to the Transaction; Brink’s ability to finance the Transaction; Brink’s indebtedness, including the substantial indebtedness Brink’s will incur in connection with the Transaction and the need to generate sufficient cash flows to service and repay such indebtedness; failure to consummate any anticipated repayment of the combined company’s indebtedness or make any returns to shareholders in the expected timeframe or at all; failure to obtain applicable regulatory approvals in a timely manner or otherwise; failure to satisfy any other conditions to closing of the Transaction; failure to realize the anticipated benefits and synergies of the Transaction in the expected timeframe or at all, including as a result of a delay in consummating the Transaction; the success of integration plans and the time required to successfully integrate NCR Atleos’ operations with those of Brink’s; the focus of management’s time and attention on the Transaction and other potential disruptions arising from the Transaction; the effects of the announcement of the Transaction on Brink’s or NCR Atleos’ businesses; that operating costs, customer loss and business disruption (including, without limitation, difficulties in maintaining relationships with banks, employees, customers or suppliers) may be greater than expected following the public announcement of the Transaction; Brink’s or NCR Atleos’ ability to retain certain key employees following the public announcement of the Transaction; litigation related to the Transaction; Brink’s or NCR Atleos’ ability to obtain certain third party or governmental regulatory consents, approvals or clearances; potential undisclosed liabilities of NCR Atleos not identified during the due diligence process; the impact of the Transaction on the market price of Brink’s or NCR Atleos’ common stock and/or operating results; and general economic conditions that are less favorable than expected.

Additional information concerning other risk factors is also contained in Part I, Item 1A “Risk Factors” of (i) Brink’s Annual Report on Form 10-K for the year ended December 31, 2025, filed with the SEC on February 26, 2026, and (ii) NCR Atleos’ Annual Report on Form 10-K for the year ended December 31, 2025, filed with the SEC on February 27, 2026 and, in each case, in subsequent filings with the SEC.

The forward-looking information included in this press release is representative only as of the date of the communications included in this press release and Brink’s and NCR Atleos undertake no obligation to update, revise or clarify any information contained in this press release or forward-looking statements that may be made from time to time on either of their behalf, whether as a result of new information, future events or otherwise, except as required by law.

Contacts 
Investor Inquiries 
Jesse Jenkins 
[email protected] 

Media Inquiries 
Kelly McNeff 
(469) 549-6555 
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OR 

FGS Global 
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8h05 ▪ 4 min read ▪ by Ghiles A.

Summarize this article with:

Bitcoin trades around 84,000 dollars as institutional demand shows signs of slowing. Between September 28 and October 2, US spot ETFs recorded only 241.1 million dollars in net inflows. Meanwhile, the futures market is reducing its leverage. These movements now place ETF flows and several price levels at the center of upcoming market developments, as investors closely watch the next price moves.

In brief US Bitcoin spot ETFs attracted only 241.1 million dollars in one week. Inflows dropped about 90% compared to the previous 2.39 billion dollars. Open interest on futures declines to about 625,000 BTC. Bitfinex monitors thresholds of $86,000, $82,600, and $81,300 in particular. Bitcoin faces decline in flows to ETFs The bitcoin price traded around 84,000 dollars after another failure below its annual opening of 87,700 dollars. On October 2, its price had reached 87,200 dollars before falling below that level. Bitfinex considers this rejection as the third breakthrough failure in ten days.

Between September 28 and October 2, US bitcoin spot ETFs attracted 241.1 million dollars. One week earlier, these products had recorded 2.39 billion dollars in net inflows. The drop thus reaches about 90%, according to data presented by Bitfinex. This decrease occurs while the price remains near several thresholds followed by US ETF holders as well.

The nine consecutive days streak of inflows also ended on September 30. On that day, ETFs recorded a net outflow of 148.7 million dollars. In detail, BlackRock’s IBIT received 450.2 million dollars. Conversely, Fidelity’s FBTC suffered 168 million dollars in outflows, showing a mixed evolution among the main products.

Leverage reduces on futures contracts The futures market is also experiencing a slowdown. Before the release of the September employment report, open interest had increased by 2.1 billion dollars. Afterwards, traders reduced their positions, causing a decrease of 1.5 billion dollars.

Cumulative open interest on futures now reaches about 625,000 bitcoins. Bitfinex indicates this is its lowest level since January 1. This decline accompanies weakness in spot demand observed in ETFs. According to the presented analysis, the next bitcoin evolution would therefore depend more on a return of spot buying.

The price level of ETF holders also provides an important benchmark. Bitfinex places their average cost around 84,320 dollars. Inflows reach about 65 million dollars when the price remains less than 2% below this level. They rise to about 136 million dollars when the market moves more than 10% above.

Price levels to watch now Bitfinex considers 86,000 dollars as an important level for bitcoin. Conversely, a drop below 82,600 dollars could cause further losses for ETF holders. The zone between 84,000 and 84,500 dollars concentrates about 867,000 BTC. It thus represents the largest group of average cost identified in this analysis.

Nearly 75% of Bitcoin supply is currently in profit. Bitfinex forecasts consolidation between 84,000 dollars and the annual opening price. The evolution of ETF flows will therefore remain a central factor in determining if the market can regain firmer momentum.

Data related to employment, inflation, spending, and Treasury yields also influence expectations. Weak employment growth strengthens expectations for a status quo in October, despite the high levels of these other indicators. For Bitfinex, larger ETF inflows could accompany a rise toward 90,000 dollars.

If trades remain below 81,300 dollars, the levels of 77,000 dollars and the True Market Mean, near 77,200 dollars, could then come into play. Bitcoin is thus between weakened ETF demand and several clearly identified thresholds. The next move will mainly depend on spot flow strength recovering.

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Ghiles A.

Journaliste et rédacteur web passionné par l’univers des cryptomonnaies et des technologies Web3. J’y traite les dernières tendances et actualités afin de proposer un contenu de haute qualité à un large public du secteur.

DISCLAIMER

The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.

Table of contents

BitMine Immersion Technologies, the Nasdaq-listed treasury firm that became the world’s largest corporate ether holder, plans to stop buying the token once its stack reaches 5% of ETH’s circulating supply. Chairman Tom Lee said Wednesday at TOKEN2049 in Singapore that the company is roughly 100,000 ETH from that ceiling and will halt purchases when it gets there, CoinDesk reported.

The announcement caps a weekly accumulation streak that began in June 2025 and raises a sharper question than it first appears: if more than a year of steady buying did not stop ETH from falling, how much does losing that predictable buyer actually matter?

How Close BitMine Is to Its 5% Ceiling BitMine held 6,016,414 ETH as of its Monday update, worth about $15.5 billion and equal to roughly 4.9% of the 122.1 million tokens in circulation. The firm bought another $41 million in ether last week, and at that pace the final 100,000 ETH would take six to seven weeks to accumulate.

Lee framed the timeline as faster than expected. “We thought this would take five years,” he said on stage. “It took us a little over a year.” The company also holds $643 million in cash and marketable securities, more than twice what it would need to finish the run at current prices.

A Year of Weekly Buying That Failed to Hold Up Ether The end of the buying matters less as a flow event than as a signal. BitMine has bought ETH every week since launching its treasury strategy in June 2025, yet the token is down sharply over that stretch and the position is sitting on roughly $4.5 billion in unrealized losses, according to data compiled by DropsTab and cited by CoinDesk. Much of that buying happened during last year’s bull market at higher prices, which is why the position is deeply underwater despite the steady dollar-cost averaging.

That record cuts against the idea that a single corporate buyer can anchor the price. CoinDesk itself framed the purchases cautiously, noting they “may or may not have helped support ETH.” On Wednesday the token fell about 5% over 24 hours to its weakest level since September 20, dropping nearly twice as much as bitcoin. BitMine’s ascent past 6 million ETH also came while the broader market was still sliding.

What to Watch After the Buying Stops At roughly $41 million a week, BitMine’s purchases are a small share of ETH’s daily volume, so the direct flow impact of stopping is limited. The larger question is whether the firm’s exit removes a predictable, disclosed bid that traders had come to expect, and what it signals about the end of the treasury strategy.

Watch the 5% threshold over the next six to seven weeks, any word on how BitMine redeploys its $643 million cash reserve, and whether ether can stabilize after slipping below $2,600 as ETF outflows stretched into a sixth consecutive day.

AUTHOR

Tokoni Uti is a Lagos-based writer with several years of experience. Her work has appeared in the Huffington Post, the Los Angeles Free Press and the San Diego Free press among others. She is a graduate of Bowen University.

In a recent update, Binance’s October Proof of Reserves (PoR) data shows that users were more inclined towards Bitcoin [BTC] on the exchange.

Meanwhile, their holdings of Ethereum [ETH], Tether [USDT], and Binance [BNB] declined between the 1st of September and the 1st of October.

Source: Binance Changes in Binance’s October PoR As per Binance’s report, user BTC holdings rose 0.91% to about 688,600 BTC, meaning users collectively added roughly 6,217 BTC to their Binance balances. In contrast, ETH holdings fell 4.61% to around 3.799 million ETH, a decline of approximately 183,600 ETH.

At the same time, USDT holdings also declined 0.87% to roughly 32.03 billion USDT, meaning users held about 280 million fewer USDT than a month earlier. Meanwhile, BNB holdings decreased 0.77% to approximately 43.04 million BNB, down around 334,200 BNB.

All in all, the data shows a shift in the composition of assets held by Binance users, with Bitcoin becoming more prominent while ETH, USDT, and BNB balances decreased. However, PoR is essentially a snapshot of assets held for users at a particular point, not a direct measure of buying or selling pressure.

Price action and more This comes as Bitcoin traded at $83,448.55 at press time after a drop of 3.2% in the past 24 hours. Whereas Ethereum was trading at $2,573.66 after a drop of 5.0%, while BNB was down 2.4% over the same period.

All of this coincided with Binance’s MiCA licensing setback in the EU, which was reportedly influenced by ECB President Christine Lagarde.

According to AMBCrypto’s recent report, Lagarde allegedly intervened to stop Greece’s regulator from approving the exchange’s application amid concerns that USD-based stablecoins could undermine the Digital Euro.

Final Summary Binance’s October Proof of Reserves (PoR) shows a rise in Bitcoin holdings. Meanwhile, there was a drop in ETH, BNB, and USDT holdings. 

Charles Hoskinson helped popularize smart contracts on Cardano. At TOKEN2049 in Singapore, he spent time criticizing them.

The Cardano founder used the stage to promote what he calls the Night Frame, a framework that pairs zero-knowledge proofs, multi-party computation and trusted execution on Midnight, the privacy-focused partner chain built by Input Output Global (IOG).

What Hoskinson brought to Singapore TOKEN2049 ran on October 7-8, 2026. Hoskinson used the event to push Midnight to the front of the Cardano conversation, even where the rest of the ecosystem seemed not to.

He took aim at the community-funded Cardano booth, which did not feature Midnight. Hoskinson called the project the ecosystem’s “Where’s Waldo?”

Zero-knowledge proofs let someone prove a statement is true without revealing the data behind it. Think of showing a bouncer you are over 21 without handing over your birthday, address and middle name.

Multi-party computation lets several parties jointly calculate a result while each keeps its inputs private. Picture coworkers figuring out their average salary without anyone revealing what they earn.

Trusted execution environments are sealed-off areas of hardware where code runs out of view of the rest of the machine.

The Midnight product slate Midnight also ran its own keynote at TOKEN2049, separate from the Cardano booth it was left out of. The team showed several products, including Night Mode, Midnight Passport, the Collateral Warehouse and Offer Files.

Night Mode uses the same trio of zero-knowledge proofs, trusted execution environments and multi-party computation. It is designed to support programmable smart contracts with selective disclosure, written in Midnight’s Compact programming language.

The network runs on two tokens. NIGHT handles governance and utility and has a fixed supply of 24 billion. DUST is a shielded token that serves as a renewable resource for paying transaction fees.

Midnight has also been rolling out upgrades to support permissionless smart contracts on mainnet, with that capability going live in early October 2026.

The project is also reaching beyond Cardano. An integration with Solana wallets for private swaps has been announced as part of a broader cross-chain push.

How Midnight got here Midnight’s genesis block launched on March 17, 2026, marking its public debut. Hoskinson personally put around $200 million into the project’s development.

The booth episode also points to a wider strain. The event exposed governance tensions inside the Cardano ecosystem, particularly between IOG and the Cardano Foundation.

What this means for Cardano, Midnight and NIGHT holders For investors, the most direct exposure is NIGHT. The token has traded with notable volatility as Midnight updates have rolled out.

The Solana wallet integration may be the more consequential detail long term. A privacy layer that only serves one ecosystem has a ceiling. One that plugs into other major chains could draw transaction volume from users who never touch Cardano at all.

The risks are real, though. Combining three complex privacy technologies raises the engineering bar, and trusted execution environments add reliance on hardware rather than pure cryptography. Developers also have to learn Compact, which is a cost for any new language competing for attention.

What to watch next: developer activity now that permissionless contracts are live on mainnet, real usage of the Solana private swap integration, and whether the next Cardano booth finds room for Waldo.

Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.

In brief Tether signed a memorandum of understanding with the National Bank of Kazakhstan and the Alatau City Authority to prepare a pilot proposal for a tenge-pegged stablecoin and an asset tokenization framework. Kazakhstan's central bank earmarked up to $350 million for crypto-linked investments in March, and officials said in September that the national crypto reserve has reached $700 million. The deal lands days after a Senate subcommittee report on Iran-linked USDT use and a lawsuit over a $2.76 million Tether freeze. Tether, the company behind the world's largest stablecoin, signed a memorandum of understanding with the National Bank of Kazakhstan and the Alatau City Authority, the company announced Wednesday.

The memorandum’s first goal is a stablecoin pegged to the tenge, Kazakhstan's currency. The three parties will study how other countries issue them and then prepare a concept and pilot proposal, though the announcement does not say who would issue the token.

Myriad: Where does Ethereum go next? Click to make your prediction.On tokenization—recording ownership of something real, like a building or a bond, as a digital token on a blockchain—the parties will pick priority asset categories, design a model and launch a pilot inside Alatau, possibly on Hadron, the tokenization platform Tether launched in November 2024. The memorandum sets no date for either pilot.

A memorandum is a written statement of what the parties plan to explore together, so think handshake, not contract. The deal also includes workshops to train central bank staff on issuing tokens, managing reserves and tokenizing assets.

Alatau is a planned smart city in the Almaty region, built from scratch with its own legal regime and pitched as a fintech hub for Central Asia. The $7.2 billion project aims to grow from 52,000 residents to two million, with President Kassym-Jomart Tokayev wanting people there to pay for goods and services in cryptocurrency.

In March, the central bank earmarked up to $350 million for crypto-related investments out of nearly $70 billion in gold and foreign exchange reserves, though the money may go into shares of crypto-linked companies and index funds rather than coins.

Officials said in September that the national crypto reserve has reached $700 million, with about $200 million invested so far, mostly through hedge funds, which are private pools that trade on behalf of large investors.

Kazakhstan already runs a tenge stablecoin pilot called Evo, launched in September 2025 inside the central bank's regulatory sandbox—a supervised testing ground for new financial products—and was issued by the exchange Intebix and Eurasian Bank with help from Solana and Mastercard. The central bank writes the rules of the test but does not issue the token.

The National Bank has a separate plan to tokenize two Alatau properties, worth up to $50 million and $10 million, due by the end of 2026 on the Kazakhstan Stock Exchange's infrastructure.

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