New York, New York--(Newsfile Corp. - June 11, 2026) - Scott+Scott Attorneys at Law LLP has launched an urgent investigation into whether certain officers and directors of Universal Health Services, Inc. (NYSE: UHS) failed to manage Universal Health in an acceptable manner, breaching their fiduciary duties to Universal Health, and whether Universal Health and its shareholders have suffered damages as a result. Attorney Joseph A. Pettigrew is heading the investigation-what shareholders need to know:
On May 26, the Capitol Forum reported that South Carolina regulators flagged one of Universal Health's facilities multiple times, alleging the company failed to prevent sexual assaults of juvenile patients by other patients. Numerous other states have made similar moves.If you own Universal Health common stock, join our investigation on behalf of Universal Health and its shareholders by contacting us.If you own Universal Health common stock and you wish to discuss this investigation-at no cost for you-please contact attorney Joe Pettigrew toll-free at (844) 818-6982 or [email protected].
About this investigation-FAQ:
Q1: What is this ongoing investigation into Universal Health about?
A: According to our investigation, owners of Universal Health common stock have been impacted by regulatory action against one of its South Carolina facilities. Numerous other states have acted likewise. Scott+Scott has a decades-long track record in fighting for corporate governance and monetary recoveries on behalf of companies and their shareholders.
Q2: How does this Scott+Scott investigation work?
A: Joining our investigation is easy and at no cost for you. By contacting us, we will let you know your rights as a Universal Health shareholder, and how the process works and what you can expect. If you currently own Universal Health stock, we look forward to hearing from you.
To learn more about Scott+Scott, our attorneys, or complex case resolution, please visit www.scott-scott.com.
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Commercial Metals (CMC - Free Report) reported $2.13 billion in revenue for the quarter ended February 2026, representing a year-over-year increase of 21.5%. EPS of $1.16 for the same period compares to $0.26 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.98 billion, representing a surprise of +7.58%. The company delivered an EPS surprise of -9.14%, with the consensus EPS estimate being $1.28.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Commercial Metals performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
North America - Average selling price (per ton) - Raw materials: $985.00 versus $939.87 estimated by three analysts on average.Europe - Steel products metal margin per ton: $316.00 versus $290.50 estimated by three analysts on average.North America - Average selling price (per ton) - Downstream products: $1,242.00 versus the three-analyst average estimate of $1,243.79.North America - Average selling price (per ton) - Steel products: $974.00 versus the three-analyst average estimate of $926.49.North America - Average selling price (per ton) - Cost of ferrous scrap utilized per ton: $351.00 compared to the $330.65 average estimate based on three analysts.North America - Average selling price (per ton) - Steel products metal margin per ton: $623.00 versus $595.84 estimated by three analysts on average.Europe - Steel products (External tons shipped): 284 thousand compared to the 343.02 thousand average estimate based on three analysts.Europe - Steel products - Rebar: 69 thousand versus the three-analyst average estimate of 114.63 thousand.Europe - Steel products - Merchant and other: 215 thousand versus the three-analyst average estimate of 228.39 thousand.Net sales from external customers- Corporate and Other: $9.26 million versus the three-analyst average estimate of $10.78 million. The reported number represents a year-over-year change of -13%.Net sales from external customers- Europe: $200.01 million compared to the $234.14 million average estimate based on three analysts. The reported number represents a change of +1% year over year.Net sales from external customers- North America: $1.61 billion compared to the $1.5 billion average estimate based on three analysts. The reported number represents a change of +16% year over year.View all Key Company Metrics for Commercial Metals here>>>
Shares of Commercial Metals have returned -16.3% over the past month versus the Zacks S&P 500 composite's -5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Commercial Metals Company (NYSE: CMC | CMC Price Prediction) reported fiscal Q2 2026 earnings on March 26, 2026, and the numbers carry meaning well beyond one company’s quarterly scorecard. For investors tracking the U.S. steel industry, CMC’s results offer a ground-level read on construction demand, tariff dynamics, and where margins are headed.
The Quarter in Numbers Revenue came in at $2.132 billion, with net income of $93.03 million, more than tripling year-over-year. Adjusted EPS landed at $1.16 per diluted share. The standout was the North America Steel Group, where adjusted EBITDA rose 96.9% year-over-year to $269.67 million. This growth was driven by a $147 per ton improvement in steel product metal margin and a $160 per ton increase in average selling price. Weather disruptions shaved an estimated $5 million to $10 million off results, making the underlying performance more impressive.
CEO Peter Matt called it directly: “The CMC team delivered another strong quarter, driving a more than two-fold increase in core EBITDA compared to a year ago.”
What This Says About the Steel Industry The pricing recovery in CMC’s North American segment is a meaningful signal. After a prolonged period of margin compression across the industry, a nearly $150 per ton swing in metal margins suggests the trade environment is doing real work. The rebar trade case filed against Algeria, Bulgaria, Egypt, and Vietnam has produced preliminary duties of 50% to 200%, and 60% of Infrastructure Investment and Jobs Act funding remains unspent, keeping structural demand intact.
Peers confirm the direction. Nucor (NYSE: NUE) posted 34.2% quarterly earnings growth year-over-year in its most recent quarter, while Steel Dynamics (NASDAQ: STLD) reported record steel shipments of 13.7 million tons for full-year 2025. The structural tailwinds are real and building across the industry.
The Precast Bet and the TAG Program CMC’s $2.5 billion acquisition of CP&P and Foley Products, closed in December 2025, is the defining strategic move here. The Construction Solutions Group revenue surged 97.9% year-over-year to $314.4 million, with the precast platform contributing $33.6 million to segment EBITDA. Full-year precast EBITDA guidance sits at $165 to $175 million, with expected synergies of $30 to $40 million annualized by end of year three. The TAG program is targeting an exit run rate of $150 million in annualized EBITDA benefit by the end of FY2026.
The 11% dividend increase to $0.20 per share quarterly, the 246th consecutive quarterly payment, is management’s clearest confidence signal. CMC is signaling confidence in the margin recovery by raising its dividend.
U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling around 1% on Thursday.
The Dow traded down 0.43% to 46,228.52 while the NASDAQ fell 1.02% to 21,706.08. The S&P 500 also fell, dropping, 0.75% to 6,542.14.
Leading and Lagging Sectors
Energy shares climbed by 1.6% on Thursday.
In trading on Thursday, communication services stocks fell by 2.3%.
Top Headline
Commercial Metals Co. (NYSE:CMC) reported fiscal second-quarter results Thursday that missed adjusted EPS estimates but beat on revenue, sending shares lower.
CMC reported fiscal second-quarter adjusted earnings of $1.16 per diluted share, missing the $1.30 estimate, while sales of $2.132 billion beat the $2.091 billion estimate.
Net earnings were $93.0 million, or 83 cents per diluted share, on net sales of $2.1 billion. This compares with $25.5 million, or 22 cents per diluted share, on net sales of $1.8 billion a year earlier.
Equities Trading UP
Equities Trading DOWN
Commodities
In commodity news, oil traded up 4.1% to $94.00 while gold traded down 2.3% at $4,449.90.
Silver traded down 5% to $69.005 on Thursday, while copper fell 0.7% to $5.5225.
Euro zone
European shares were lower today. The eurozone's STOXX 600 fell 0.92%, while Spain's IBEX 35 Index fell 1.06%. London's FTSE 100 declined 1.24%, Germany's DAX dipped 1.23% and France's CAC 40 fell 0.50% during the session.
Asia Pacific Markets
Asian markets closed lower on Thursday, with Japan's Nikkei 225 falling 0.27%, Hong Kong's Hang Seng index declining 1.89% and China's Shanghai Composite dropping 1.09%.
Economics
U.S. initial jobless claims increased by 5,000 from the previous month to 210,000 during the third week of March, in-line with the median market estimates. U.S. natural-gas stocks fell by 54 billion cubic feet in the week ended March 20, compared to market estimates of a 44 bcf decline. Photo via Shutterstock
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Commercial Metals Company (NYSE: CMC - Get Free Report)'s share price gapped down prior to trading on Thursday following a dissappointing earnings announcement. The stock had previously closed at $62.41, but opened at $57.98. Commercial Metals shares last traded at $61.0560, with a volume of 146,565 shares changing hands. The basic materials company reported $1.16 EPS
CMC reported fiscal second-quarter adjusted earnings of $1.16 per diluted share, missing the $1.30 estimate, while sales of $2.132 billion beat the $2.091 billion estimate.
Net earnings were $93.0 million, or 83 cents per diluted share, on net sales of $2.1 billion. This compares with $25.5 million, or 22 cents per diluted share, on net sales of $1.8 billion a year earlier.
Peter Matt, President and Chief Executive Officer, said, "The CMC team delivered another strong quarter, driving a more than two-fold increase in core EBITDA compared to a year ago."
CMC expects third-quarter fiscal 2026 core EBITDA to increase meaningfully from second-quarter levels. Seasonal improvement and margin strength will drive growth.
The company anticipates continued growth in the second half of the year. Growth is expected to be supported by its TAG program and precast platform contributions. The precast platform is expected to generate $165 million to $175 million in full-year EBITDA.
Commercial Metals shares fell 1.5% to trade at $58.60 on Friday.
These analysts made changes to their price targets on Commercial Metals following earnings announcement.
Wells Fargo analyst Timna Tanners maintained Commercial Metals with an Overweight rating and lowered the price target from $80 to $77. JP Morgan analyst Bill Peterson maintained the stock with an Overweight rating and cut the price target from $85 to $83. Considering buying CMC stock? Here’s what analysts think:
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Key Takeaways Commercial Metals reported Q2 EPS of $1.16, missing estimates despite strong year-over-year growth.CMC posted $2.13B in sales, beating estimates, with gross profit and EBITDA surging sharply.North America's strength and seasonal gains are expected to drive higher EBITDA in Q3. Commercial Metals Company (CMC - Free Report) reported adjusted earnings per share (EPS) of $1.16 in second-quarter fiscal 2026 (ended Feb. 28, 2026), missing the Zacks Consensus Estimate of $1.28. Adjusted for one-time items, the company posted earnings of 31 cents per share in the prior-year quarter.
CMC’s Revenues & Margins Dip Y/Y in Q2Net sales in the reported quarter were $2.13 billion compared with $1.75 billion in the year-ago quarter. The reported figure beat the Zacks Consensus Estimate of $1.98 billion.
The cost of goods sold in the quarter was up 13.7% year over year to $1.74 billion. The gross profit surged 76.4% year over year to $388 million during this period. The core EBITDA was $297 million in the fiscal second quarter, marking a year-over-year surge of 113.8%.
Commercial Metals’ Q2 Segmental PerformanceThe North America Steel Group segment generated net sales of $1.61 billion in the fiscal second quarter compared with $1.38 billion in the year-ago quarter. We expected net sales of $1.44 billion in the quarter. The segment registered an adjusted EBITDA of around $269 million compared with $137 million in the year-ago quarter. Our model predicted an adjusted EBITDA of $248 million.
The Europe Steel Group segment’s revenues were $200 million, up 1% from the year-ago quarter. Our model predicted net sales of $247 million. The adjusted EBITDA was negative $1.4 million in the fiscal second quarter compared with $0.8 million in the year-ago quarter. We expected an adjusted EBITDA of $0.2 million for the quarter.
The Construction Solutions Group segment generated net sales of around $314 million in the fiscal second quarter compared with $158 million in the year-ago quarter. Our model predicted net sales of $189 million. The segment registered an adjusted EBITDA of $53 million compared with $23 million in the year-ago quarter. Our model predicted an adjusted EBITDA of $37 million.
CMC’s Q2 Cash Flow & Balance Sheet UpdatesCommercial Metals reported cash and cash equivalents of $0.49 billion at the end of second-quarter fiscal 2026 compared with $1 billion at the end of fiscal 2025. The company’s long-term debt was $3.3 billion at the end of the fiscal second quarter. Cash generated from operating activities for the six months ended Feb 28, 2026, was $371 million compared with $245 million in the year-ago period.
On March 25, the company declared a quarterly dividend of 20 cents per share, marking an 11% increase from the dividend paid in February 2026. The dividend will be paid on April 15 to shareholders of record as of April 6, 2026.
Commercial Metals’ Q3 OutlookCMC expects its fiscal third-quarter core EBITDA to increase sequentially due to normal seasonal improvement and strength across its North American market. North America Steel Group’s adjusted EBITDA is expected to increase modestly from the second quarter, driven by higher seasonal volumes. This will be partially offset by annual maintenance outages.
In the Construction Solutions Group segment, results are expected to nearly double compared with the second quarter of fiscal 2026. The company expects Europe Steel Group's adjusted EBITDA to rise substantially on higher seasonal volumes.
CMC Stock’s Price PerformanceThe company’s shares have gained 30.4% in the past year compared with the industry’s 42.8% growth.
Image Source: Zacks Investment Research
Commercial Metals’ Zacks RankCMC currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
A Steel - Specialty Stock Awaiting ResultsTernium S.A. (TX - Free Report) is expected to release first-quarter 2026 results soon.
The Zacks Consensus Estimate for Ternium’s EPS is pegged at $1.01 for the fiscal first quarter, suggesting a rise from 55 cents reported in the year-ago period. For total revenues, the Zacks Consensus Estimate is pinned at $4.23 billion, indicating a year-over-year increase of 7.4%.
Recent Peer PerformanceL.B. Foster Company (FSTR - Free Report) recorded adjusted earnings of 22 cents per share for fourth-quarter 2025. The bottom line missed the Zacks Consensus Estimate of 66 cents. The company posted a loss of 52 cents in the year ago quarter.
L.B. Foster’s revenues rose 25% year over year to $160 million in the quarter. The figure beat the consensus estimate of $158 million.
Carpenter Technology Corporation (CRS - Free Report) reported adjusted earnings of $2.33 per share for second-quarter fiscal 2026, beating the Zacks Consensus Estimate of $2.20. It had posted adjusted earnings of $1.66 in the year-ago quarter. The upside was driven by ongoing improvements in the product mix and expanding operating efficiencies.
Carpenter Technology’s net revenues increased 7.5% year over year to $728 million in the reported quarter. The figure missed the Zacks Consensus Estimate of $729 million.
Commercial Metals' NYSE: CMC stock price is down at the end of Q1 2026 amid macroeconomic concerns and potential disruption not reflected in its results. The move has the market overextended near a six-month low, poised to snap back and potentially with vigor. The technical setup suggests market dynamics have already shifted, and a sustainable rebound and uptrend are ready to form. CMC’s stock price could quickly reclaim its critical support targetand then continue advancing as the year progresses.
Commercial Metals Today
CMC
Commercial Metals
$78.11 +0.37 (+0.47%)
As of 01:22 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$47.06▼
$84.87Dividend Yield0.92%
P/E Ratio17.39
Price Target$77.10
The critical support target is $65. This level aligns with a long-term exponential moving average broken in early March as geopolitical tensions mounted.
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It reflects long-term, buy-and-hold market sentiment, including institutional holders, which are accumulating stock in 2026. MarketBeat’s data shows this group owns a solid 87% of the materials company and provides a strong support base, with 11 consecutive quarters of accumulation.
While institutional selling ramped in Q1 2026, a larger increase in buying offset it, resulting in a multiyear high. The takeaway is that institutions repositioned in Q1 but remain bullish on this stock. The likely outcome is that they continue to buy, given the low price point in late March and early April, which will underpin the stock price rally forecast for this year.
Short-sellers are also in the mix, having ramped their activity in 2025 and into Q1 2026, but present less of a hurdle and more of an opportunity. At nearly 4%, short interest is not prohibitively high and provides fuel for a rally driven by short-covering. The question is what might lead the shorts to cover their positions, and growth, wider margins, and higher capital returns may be the ticket.
Commercial Metals Grows, Widens Margins, Increases Capital Returns Commercial Metals Company had a virtually stainless fiscal Q2 2026 with revenue growing by 21.7% to nearly $2.15 billion. The top-line exceeded analyst consensus by 290 basis points, driven by volume and pricing. Steel shipment volumes were relatively flat in North America and Europe, with favorable pricing conditions leading to top-line growth and margin strength. The Construction Solutions Group (CSG) was the strongest, growing by 98%, driven by demand, pricing, and acquisitions. Acquisitions center on a precast concrete platform, a pillar of the company’s growth strategy.
The news was not entirely good; however, the 14-cent miss in adjusted earnings isn’t as bad as it appears, given the 31-cent year-over-year (YOY) increase and 114% increase in core EBITDA. EBITDA margin improved by 610 basis points on execution, momentum, favorable conditions, and acquisitions. Any weakness relative to the consensus can be attributed to acquisitions, which are ultimately one-time events that improve revenue and margins.
Guidance is among the reasons why CMC stock will likely rebound in its fiscal Q3. The company expects EBITDA to improve meaningfully over the second quarter, underpinned by strength in CSG. CSG EBITDA is expected to nearly double, and the forecast may be cautious. Early signs suggest a solid spring and summer construction season, with backlog growing and additional efficiencies expected.
Signs of managerial confidence in the outlook lie in the capital return. The company increased its dividend payments by more than 10% annually, while also compounding them through share buybacks. The dividend yield is approximately 1.2%, while buybacks have reduced the share count by 1.4% fiscal-year-to-date.
Current Price$77.95High Forecast$89.00Average Forecast$77.10Low Forecast$55.00Commercial Metals Stock Forecast Details
Initial responses by analysts to CMC’s update were not robust, but they reaffirmed the bullish trends in place. The few reaffirmed price targets carry a Moderate Buy rating and a 22.5% upside forecast. Assuming the company continues to execute well, the trends will likely continue and potentially strengthen as the year progresses. As it stands, the consensus $73 puts this market well above its critical support target, while the high end highlights an opportunity for fresh all-time highs.
Commercial Metals has several catalysts in play that may help drive the action later this year. Not only are tariffs and pricing favorable to the business, but its Transform, Advance, Grow strategy aims to deliver $150 million in annualized cost savings by year-end.
Additionally, a new West Virginia mill is expected to drive revenue and margins through technological advancements, while the integration of the precast platform will also improve results. Risks include market volatility, geopolitical tensions, and execution.
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Historical data show that small-cap stocks tend to lead in the years following major market downturns. For example, after the 2008 financial crisis, the Russell 2000 significantly outperformed the S&P 500 from 2009 to 2011. However, small caps can underperform during recessions or high uncertainty due to their higher risk and lower liquidity. While our recent sell-off doesn’t qualify as a significant market meltdown, many of the higher-yielding stocks in the Russell 2000 are still offering intriguing entry points.
We screened the index for stocks and identified five that appear to be quality growth and passive income ideas now. Passive income is characterized by its ability to generate revenue without requiring the earner’s continuous active effort, making it a desirable financial strategy for those seeking to diversify their income streams or achieve financial independence.
Buckle This popular retailer offers good value for shareholders and a solid 2.60% dividend. Buckle (NYSE: BKE) is a retailer of casual apparel, footwear, and accessories that operates approximately 441 retail stores in 42 states. It markets a wide selection of casual apparel, including denim, other casual bottoms, tops, sportswear, outerwear, accessories, and footwear. It also provides customer services, such as free hemming, free gift packaging, easy layaways, the Buckle private-label credit card, and a guest loyalty program.
Buckle offers denims from brands such as:
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Commercial Metals Based in Texas, Commercial Metals (NYSE: CMC | CMC Price Prediction) has ongoing demand from the construction industry and pays a small 1.12% dividend. This company offers products and technologies to meet the critical reinforcement needs of the global construction sector. Its solutions support construction across a wide variety of applications, including:
Infrastructure Non-residential Residential Industrial and energy generation Transmission Its North America Steel Group segment provides a diverse range of products and solutions to support the construction sector. The Europe Steel Group segment comprises a vertically integrated network of recycling facilities, an EAF mini-mill, and fabrication operations located in Poland. And the Construction Solutions Group segment’s portfolio consists of its construction services products, Tensar products and solutions, impact metals, and performance reinforcing steel products. It is also a supplier of precast concrete and pipe products.
J.P. Morgan has an Overweight rating with an $83 target price.
Main Street Capital Main Street Capital (NASDAQ: MAIN) has helped over 200 private companies grow or transition by providing flexible private equity and debt capital solutions. This stock is a favorite across Wall Street and offers a substantial 5.59% monthly dividend. This business development company has a strong history of monthly dividends and relatively conservative lending practices. The firm holds a BBB− investment-grade credit rating and has much less debt than regulators allow, making it one of the few monthly dividend-paying stocks to earn a “Safe” Dividend Safety Score.
The firm also provides debt capital to middle-market companies for:
Acquisitions Management buyouts Growth financings Recapitalizations Refinancing The firm seeks to partner with entrepreneurs, business owners, and management teams and generally provides “one-stop” financing options within its lower-middle-market portfolio. Main Street Capital typically invests in lower-middle-market companies with annual revenues between $10 million and $150 million. The firm’s middle-market debt investments are in businesses that are generally larger than those of its lower middle-market portfolio companies. It also creates majority and minority equity.
Royal Bank of Canada has an Outperform rating with a $66 target price.
Starwood Property Trust Starwood Capital is a well-established global investor with international investments across more than 30 countries and an affiliate of Starwood Property Trust (NYSE: STWD), which boasts a 10.90% dividend yield, and it is led by real estate legend Barry Sternlicht. Starwood Property Trust operates as a REIT in the United States, Europe, and Australia. Since going public 15 years ago, it has kept its dividend intact, never once reducing it, and has held its current payout steady for more than 10 years.
The company’s loan portfolio spans commercial, residential, and infrastructure assets, and it operates with a conservative leverage ratio below 3x. Its four operating segments are:
Commercial and Residential Lending Infrastructure Lending Property Investing and Servicing The Commercial and Residential Lending segment:
Originates, acquires, finances, and manages commercial first mortgages Non-agency residential mortgages Subordinated mortgages Mezzanine loans Preferred Equity Commercial mortgage-backed securities (CMBS) Residential mortgage-backed securities The Infrastructure Lending segment originates, acquires, finances, and manages infrastructure debt investments, while the Property segment primarily develops and manages equity interests in stabilized commercial real estate properties, including multifamily and net-leased commercial properties, held for investment purposes.
The Investing and Servicing segment:
Manages and works out problem assets Acquires and contains unrated, investment-grade, and non-investment-grade rated CMBS comprising subordinated interests of securitization and re-securitization transactions Originates conduit loans to sell these loans into securitization transactions and acquire commercial real estate assets, including properties from CMBS trusts Keefe, Bruyette & Woods has an Outperform rating and a $22 price target.
UMB Financial This financial firm traces its lineage back to the Kemper Financial legacy in Missouri and pays a 1.36% dividend. UMB Financial (NASDAQ: UMBF) is a financial services company operating via these segments:
Commercial Banking Institutional Banking Personal Banking Commercial Banking includes:
Comprehensive deposit, lending, investment, and retirement plan services Personal banking, which includes comprehensive deposit, lending, wealth management, and financial planning services Institutional banking, which includes asset servicing, corporate trust solutions, investment banking, and healthcare services The segment serves the commercial banking and treasury management needs of its small to middle-market businesses through a variety of products and services.
Institutional Banking is a combination of banking services, fund services, asset management services, and healthcare services provided to institutional clients. And Personal Banking products include deposit accounts, retail credit cards, private banking, installment loans, home equity lines of credit, and residential mortgages.
BofA Securities has a Buy rating with a $148 price objective.
, /PRNewswire/ -- CMC (NYSE: CMC) ("CMC" or the "Company") today announced that it has named Michael "Mike" Dumais to the Company's Board of Directors (the "Board"), effective June 23, 2026.
Michael Dumais joins the Board of Directors of CMC on June 23, 2026. Mr. Dumais brings more than 30 years of leadership experience across industrial operations and corporate strategy. Most recently, he served as Executive Vice President and Chief Transformation Officer at Raytheon Technologies Corporation, where he led enterprise-wide transformation initiatives following the merger of United Technologies Corporation and Raytheon Company. Previously, Mr. Dumais held senior leadership roles at United Technologies Corporation, including Executive Vice President, Operations and Strategy, overseeing operations, supply chain, strategy, and mergers and acquisitions for the company's global portfolio. Mr. Dumais also serves on the board of directors at Baker Hughes Company..
"We are pleased to welcome Mike to our Board of Directors," said Robert S. Wetherbee, CMC's Chairman of the Board. "His experience supporting multifaceted industrial organizations both at a management and board level will add meaningful insight as we advance our strategic priorities and continue to deliver value for our stakeholders."
"Mike's experience aligns closely with CMC's strategic priorities, particularly our emphasis on operational and commercial excellence and transformative growth," said Peter Matt, President and Chief Executive Officer of CMC. "He brings valuable perspectives shaped by leading large industrial teams and managing complex operations, and we look forward to his contributions."
Mr. Dumais' appointment increases the number of directors serving on the Board from nine to ten, nine of whom are independent. He will serve on the Audit and Finance Committees of the Board.
Mr. Dumais earned a Bachelor of Science in Electrical Engineering from Virginia Tech, a Master of Science in Electrical Engineering from the University of Pennsylvania, and a Master of Business Administration from the Wharton School of the University of Pennsylvania.
About CMC
CMC is a Fortune 500 company headquartered in Irving, Texas, and a leading provider of early-stage construction solutions that support the foundational phases of modern infrastructure and building projects. Founded in 1915, CMC has grown from a single-site recycling operation to one of the largest U.S. manufacturers of steel reinforcing bar ("rebar"), a leading producer of subgrade soil stabilization and foundation enhancement solutions and a major supplier of concrete pipe and precast products.
Through an extensive manufacturing network primarily located in the United States and Central Europe, with strategic operations in the United Kingdom, Europe and Asia, CMC serves infrastructure, non-residential, residential, industrial and energy markets. While often unseen, CMC's products are essential to highways, bridges, airports, commercial buildings and other critical structures that support everyday life.
Investors in Commercial Metals Company (CMC - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Jun 18, 2026 $35 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for Commercial Metals shares, but what is the fundamental picture for the company? Currently, Commercial Metals is a Zacks Rank #3 (Hold) in the Steel – Producers industry that ranks in the Top 42% of our Zacks Industry Rank. Over the last 60 days, no analysts have increased their earnings estimates for the current quarter, while three analysts have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from $1.90 per share to $1.78 in that period.
Given the way analysts feel about Commercial Metals right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
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Following a Type B meeting with FDA, Senti Bio plans to proceed with a single-arm multi-center registrational trial for SENTI-202, building off the strong Phase 1 clinical results demonstrating deep and durable MRD-negative complete remissions
To further optimize SENTI-202 efficacy, the selection criteria for donors for all future manufacturing will include the “Donor X” phenotype
Phase 1 clinical trial patients receiving SENTI-202 from Donor X-derived NK cells achieved a 50% composite CR (cCR) rate
SOUTH SAN FRANCISCO, Calif., May 14, 2026 (GLOBE NEWSWIRE) -- Senti Biosciences Holdings, Inc. (Nasdaq: SNTI) (“Senti Bio” or the “Company”), a clinical-stage biotechnology company developing next-generation cell and gene therapies using its proprietary Gene Circuit platform, today announced the successful completion of a Type B Initial Comprehensive Multidisciplinary Regenerative Medicine Advanced Therapy (RMAT) meeting with the U.S. Food and Drug Administration (FDA) regarding SENTI-202, the Company’s first-in-class Logic Gated off-the-shelf CAR-NK cell therapy for relapsed/refractory acute myeloid leukemia (R/R AML) and updated Phase 1 clinical data.
Following the RMAT meeting, the Company has finalized its pivotal clinical and chemistry, manufacturing and controls (CMC) strategy for SENTI-202. The Company plans to implement a single-arm, multi-center pivotal trial intended to support potential SENTI-202 registration in patients with R/R AML. This study is expected to evaluate SENTI-202 administered following lymphodepletion (LD) chemotherapy in a patient population consistent with the Phase 1 trial population.
In addition to the positive RMAT meeting, after conducting exploratory efficacy covariate analysis of the Phase 1 trial results, Senti has identified a specific Donor X attribute that correlates with efficacy of SENTI-202, with 50% (7/14) of the patients achieving a cCR when they received any SENTI-202 doses manufactured from Donor X-characteristic-derived NK cells in Cycle 1 versus 12.5% (1/8) achieving a cCR when they received SENTI-202 manufactured from non-Donor X NK cells (see Table below). As a result of this discovery, all future SENTI-202 manufacturing, including for pivotal study use, will use Donor X material. The Donor X attribute is found in ~50% of adult donors, and published literature supports increased NK cell cytotoxicity in donors with this phenotype. The Donor X NK phenotype is independent of HLA or KIR matching, thus supporting SENTI-202’s allogeneic off-the-shelf usage. Retrospective analysis of preclinical MV4-11 NSG mouse model data confirmed increased activity and survival with Donor X product (see Figure below).
Senti Bio also announced that SENTI-202 continues to exhibit durable MRD-negative responses in the full 22 patient Phase 1 trial, which compares favorably with current FDA approved therapies for R/R AML. At RP2D, across all patients receiving a mix of Donor X and non-Donor X material, an ORR of 44% and cCR of 37.5% was observed with 100% of CRs being MRD negative. The complete remissions continue to be durable, with all the CR/CRh responders who were in remission as of the data-cut supporting the oral presentation at the 2025 ASH annual meeting continuing to maintain remission with an additional 7 months of follow up, the longest duration being 21+ months.
“This positive FDA RMAT meeting marks a transformational moment for Senti Bio and significantly advances our path toward potential registration of SENTI-202,” said Tim Lu, M.D., Ph.D., Chief Executive Officer and Co-Founder of Senti Bio. “This news, combined with the compelling clinical responses observed to date that led to refinements in our donor selection strategy, positions us to advance SENTI-202 toward a potential registrational study in relapsed/refractory AML. We believe this milestone further validates both our Gene Circuit platform and the differentiated therapeutic potential of Logic Gated cell therapies.”
FDA previously granted RMAT designation to SENTI-202. This program is intended to facilitate the expedited development and review of regenerative medicine therapies addressing serious or life-threatening diseases.
“The FDA feedback provides important clarity around our registrational development strategy and further supports our conviction in the SENTI-202 program,” said Kanya Rajangam, M.D., Ph.D., Chief Medical Officer of Senti Bio. “The excellent clinical activity observed thus far, including MRD-negative durable complete remissions alongside a favorable safety profile, gives us confidence as we transition toward later-stage development. We are focused on rapidly implementing the pivotal study while also exploring potential expansion opportunities in newly diagnosed AML and pediatric AML. Since the filing of our IND, Senti has focused on donor selection to minimize variability. We are in a strong position as we prepare for our clinical trials with the identification of a donor phenotype that correlates with increased activity and continues to support SENTI-202’s allogeneic manufacturing.”
Relapsed/refractory AML remains an aggressive hematologic malignancy with limited therapeutic options and poor long-term survival outcomes. Senti Bio believes SENTI-202’s differentiated mechanism, off-the-shelf availability, and encouraging early clinical profile position the program as a potentially important next-generation treatment option for AML patients.
Table: Phase 1 SENTI-202-101 Trial R/R AML Patient Efficacy Data Based on Donor
PhenotypeAll Patients
(N=22)Any Donor X in Cycle 1No Donor X in Cycle 1ORR (Overall Response Rate)8/14 (57%)2/8 (25%)cCR7/14 (50%)1/8 (12.5%)
VehicleNon-engineered
NK (NK3)SENTI-202 (NK3)Non-engineered
NK (NK4)SENTI-202 (NK4)Median Survival (d)56.064.086.0112.0Not ReachedFigure: Retrospective analysis of preclinical MV4-11 NSG mouse model data confirms increased activity and survival with SENTI-202
made from Donor X product. Donor X characteristic was confirmed post-hoc.
About SENTI-202
SENTI-202 is a first-in-class Logic Gated off-the-shelf CAR-NK cell therapy designed to selectively target and eliminate CD33 and/or FLT3 expressing hematologic malignancies, including AML and myelodysplastic syndrome (MDS), while sparing healthy bone marrow cells. SENTI-202 incorporates multiple engineered Gene Circuits, including OR GATE and NOT GATE logic systems and calibrated-release IL-15, to improve tumor specificity, persistence, and therapeutic activity.
SENTI-202 has received Regenerative Medicine Advanced Therapy (RMAT) designation and Orphan Drug Designation (ODD) from the U.S. Food and Drug Administration.
About the Phase 1 Study
The multinational, multicenter dose-finding study of SENTI-202 (NCT06325748) comprised an initial dose finding using a modified "3+3" study design to determine the maximum tolerated dose (MTD) and/or recommended phase two dose (RP2D) of SENTI-202 when administered after lymphodepleting chemotherapy (Part 1) followed by disease-specific expansion cohorts at the RP2D (Part 2).
The primary objectives were to evaluate safety, determine the MTD and RP2D, and assess efficacy in expansion cohorts using ELN 2022 consensus criteria for AML, with key secondary objectives including measurable residual disease assessment, pharmacokinetics, and pharmacodynamics using CyTOF on serial bone marrow samples. For more information visit clinicaltrials.gov.
About Senti Bio
Senti Bio is a clinical stage biotechnology company developing a new generation of cell and gene therapies for patients living with incurable diseases. To achieve this, Senti Bio is leveraging its synthetic biology platform to engineer Gene Circuits into new medicines with enhanced precision and control. These Gene Circuits are designed to precisely kill cancer cells, to spare healthy cells, to increase specificity to target tissues, and/or to be controllable even after administration. The Company’s wholly-owned pipeline comprises cell therapies engineered with Gene Circuits to target challenging liquid and solid tumor indications. Senti Bio’s Gene Circuits have been shown preclinically to work in both NK and T cells. Senti Bio has also preclinically demonstrated the potential breadth of Gene Circuits in other modalities and diseases outside of oncology, and continues to advance these capabilities through partnerships.
Forward-Looking Statements
This press release and document contain certain statements that are not historical facts and are considered forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements generally are identified by the words “believe,” “could,” “predict,” “continue,” “ongoing,” “project,” “expect,” “anticipate,” “estimate,” “intend,” “strategy,” “future,” “opportunity,” “plan,” “may,” “should,” “will,” “would,” “will be,” “will continue,” “will likely result,” “forecast,” “seek,” “target” and similar expressions that predict or indicate future events or trends or that are not statements of historical matters. Forward-looking statements are predictions, projections, and other statements about future events that are based on current expectations of Senti Bio’s management and assumptions, whether or not identified in this document, and, as a result, are subject to risks and uncertainties. Forward-looking statements include, but are not limited to, expectations regarding Senti Bio’s future results. These forward-looking statements are provided for illustrative purposes only and are not intended to serve as and must not be relied on by any investor as, a guarantee, an assurance, a prediction, or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions. Many actual events and circumstances are beyond the control of Senti Bio. Many factors could cause actual future results to differ materially from the forward-looking statements in this document, including but not limited to: (i) changes in domestic and foreign business, market, financial, political and legal conditions, (ii) changes in the competitive and highly regulated industries in which Senti Bio operates, variations in operating performance across competitors, changes in laws and regulations affecting Senti Bio’s business, (iii) the ability to implement business plans, forecasts and other expectations, (iv) the risk of downturns and a changing regulatory landscape in Senti Bio’s highly competitive industry, (v) risks relating to the uncertainty of any projected financial information with respect to Senti Bio, (vi) risks related to uncertainty in the timing or results of Senti Bio’s , clinical studies, patient enrollment, and GMP manufacturing startup activities, (vii) Senti Bio’s dependence on third parties in connection with clinical studies, and GMP manufacturing activities, (viii) risks related to delays and other impacts from macroeconomic and geopolitical events, increasing rates of inflation and rising interest rates on business operations, (ix) risks related to the timing and utilization of the grant from CIRM, and (x) the success of any future research and development efforts by Senti Bio. The foregoing list of factors is not exhaustive. You should carefully consider the foregoing factors and the other risks and uncertainties described in the “Risk Factors” section of Senti Bio’s most recent annual report filed with the U.S. Securities and Exchange Commission (“SEC”), and other documents filed by Senti Bio from time to time with the SEC. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements in this document. There may be additional risks that Senti Bio does not presently know, or that Senti Bio currently believes are immaterial that could also cause actual results to differ from those contained in the forward-looking statements in this document. Forward-looking statements speak only as of the date they are made. Senti Bio anticipates that subsequent events and developments may cause Senti Bio’s assessments to change. Except as required by law, Senti Bio assumes no obligation to update publicly any forward-looking statements, whether as a result of new information, future events, or otherwise.
Availability of Other Information About Senti Biosciences Holdings, Inc.
For more information, please visit the Senti Bio website at www.sentibio.com or follow Senti Bio on X (@SentiBio) and LinkedIn (Senti Biosciences). Investors and others should note that we communicate with our investors and the public using our company website (www.sentibio.com), including, but not limited to, company disclosures, investor presentations and FAQs, Securities and Exchange Commission filings, press releases, public conference call transcripts and webcast transcripts, as well as on X and LinkedIn. The information that we post on our website or on X or LinkedIn could be deemed to be material information. As a result, we encourage investors, the media and others interested to review the information that we post there on a regular basis. The contents of our website or social media shall not be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Grace Therapeutics, Inc. - GRCE PR Newswire
NEW YORK, May 14, 2026
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Grace Therapeutics, Inc. ("Grace" or the "Company") (NASDAQ: GRCE). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Grace and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On April 23, 2026, Grace issued a press release "announc[ing] that the U.S. Food and Drug Administration (FDA) has issued a Complete Response Letter (CRL) for the Company's New Drug Application (NDA) for GTx-104 for the treatment of patients with aSAH." Per the press release, "the FDA referenced certain items in the Chemistry, Manufacturing, and Controls (CMC) and Non-Clinical sections of the application," which "are related to leachables data for product packaging, non-clinical product toxicology risk assessments, and product manufacturing deficiencies at our contract manufacturing organization."
On this news, Grace's stock price fell $1.96 per share, or 45.48%, to close at $2.35 per share on April 23, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
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, /PRNewswire/ -- CMC (NYSE: CMC), in conjunction with its third quarter earnings release for fiscal 2026, invites you to listen to its conference call that will be webcast live on Thursday, June 25, 2026, at 11:00 a.m. Eastern Time (10:00 a.m. Central) with Peter Matt, President and Chief Executive Officer, and Paul Lawrence, Senior Vice President and Chief Financial Officer.
The teleconference will also be available via webcast. To access the webcast (in listen-only mode), please visit CMC's website at www.cmc.com.
About CMC
CMC is a Fortune 500 company (NYSE: CMC) headquartered in Irving, Texas, and a leading provider of early-stage construction solutions that support the foundational phases of modern infrastructure and building projects. Founded in 1915, CMC has grown from a single-site recycling operation into one of the largest U.S. manufacturers of steel reinforcing bar (rebar), a leading producer of subgrade soil stabilization and foundation enhancement solutions, and a major supplier of concrete pipe and precast products.
Through an extensive manufacturing network primarily located in the United States and Central Europe, with strategic operations in the United Kingdom, Europe and Asia, CMC serves infrastructure, non-residential, residential, industrial and energy markets. While often unseen, CMC's products are essential to highways, bridges, airports, commercial buildings and other critical structures that support everyday life.
, /PRNewswire/ -- CMC (NYSE: CMC) today announced it will host its Investor Day on August 5, 2026.
Peter Matt, President and Chief Executive Officer, along with members of his executive leadership team will present an update on the Company's strategy, operations, and long-term growth outlook.
The event will be webcast live via the Investor Relations section of CMC's website at www.cmc.com. Investors and other interested parties are invited to join the virtual event by registering in advance at CMC Investor Day 2026. A replay of the webcast and accompanying materials will be available following the event.
About CMC
CMC is a Fortune 500 company (NYSE: CMC) headquartered in Irving, Texas, and a leading provider of early-stage construction solutions that support the foundational phases of modern infrastructure and building projects. Founded in 1915, CMC has grown from a single-site recycling operation into one of the largest U.S. manufacturers of steel reinforcing bar (rebar), a leading producer of subgrade soil stabilization and foundation enhancement solutions, and a major supplier of concrete pipe and precast products.
Through an extensive manufacturing network primarily located in the United States and Central Europe, with strategic operations in the United Kingdom, Europe and Asia, CMC serves infrastructure, non-residential, residential, industrial and energy markets. While often unseen, CMC's products are essential to highways, bridges, airports, commercial buildings and other critical structures that support everyday life.
On May 27, 2026, Commercial Metals Co CMC shares rose 3.9% to $76.57. The stock has shown robust price performance recently, with a 1-week gain of 7.7% and a year-to-date increase of 11.2%. Over the past year, CMC shares have surged by 58.6%, reaching a 52-week high of $84.87, while the lowest point during this period was $45.50.
GF Value™ verdict: CMC is currently priced at $76.57, which is 31.3% above its GF Value™ estimate of $58.31, indicating the stock is overvalued.GF Score™: CMC holds a score of 84/100, which suggests a strong overall evaluation based on various financial metrics.Most notable signal: CMC has not seen any insider transactions in the last 3 months, suggesting a lack of insider confidence or activity in the current stock price. Is CMC Overvalued or Undervalued? Based on the current price of $76.57 compared to the GF Value™ of $58.31, CMC appears to be significantly overvalued, with a margin of safety of negative 31.3%. This overvaluation raises potential risks for investors, as the stock price could decline to align more closely with its intrinsic value. The GF Valuation label confirms this assessment, indicating that CMC is significantly overvalued.
The GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Investors may want to approach CMC cautiously due to its overvaluation, as this could lead to downward price adjustments in the future.
How Does CMC's Valuation Compare to Its History? MetricCurrentHistorical P/E (TTM)17.1x9.6x Forward P/E10.9xN/A The current P/E ratio of 17.1x is significantly above its 5-year median P/E of 9.6x, indicating that the stock is trading at a premium compared to its historical valuation metrics. The forward P/E of 10.9x also suggests a higher valuation outlook. This analysis aligns with the GF Value™ verdict that CMC is overvalued, reinforcing the notion that the stock may not offer an attractive entry point for potential investors.
What Does CMC's GF Score™ Tell Us? The GF Score™ ranks stocks from 0 to 100 based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Stocks with higher GF Score™ values have been found to generate higher long-term returns (backtested 2006-2021).
MetricRating GF Score™84 Financial Strength6/10 Profitability8/10 Growth7/10 Valuation5/10 Momentum10/10 The overall GF Score™ of 84/100 indicates that CMC is positioned favorably in terms of profitability and momentum, with strong scores of 8/10 and 10/10, respectively. However, its financial strength and valuation scores of 6/10 and 5/10 suggest areas of concern, particularly in terms of valuation where it is currently overvalued according to GF Value™. This mixed performance indicates that while CMC has strong momentum and profitability, the valuation metrics could be a red flag for potential investors.
What Are Insiders Doing with CMC Stock? In the last three months, there have been no insider transactions involving Commercial Metals Co CMC . This lack of activity may suggest that insiders are not taking advantage of the current stock price, which could imply a level of caution regarding the company’s future performance or valuation. The absence of insider buying could reflect a lack of confidence in the current valuation or future prospects.
What This Means for Investors Based on the analysis of GF Value™, CMC is currently overvalued. With a significant gap between the current price and the intrinsic value estimated by GF Value™, potential risks are evident for those considering an investment at this time. Investors may need to wait for a more favorable price point or additional data before making decisions regarding CMC.
For the complete analysis, visit the Commercial Metals Co CMC stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is CMC's GF Score™?
CMC's GF Score™ is 84/100, indicating a strong overall evaluation based on five key financial metrics.
Is CMC overvalued or undervalued?
CMC is currently overvalued, with a GF Value™ estimate of $58.31 compared to its current price of $76.57.
What is CMC's P/E ratio?
CMC's P/E (TTM) is 17.1x, which is significantly higher than its 5-year median P/E of 9.6x, indicating the stock is trading at a premium valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Toronto, Ontario--(Newsfile Corp. - June 8, 2026) - Significant shareholders of Emerita Resources Corp. ("Emerita"), through legal counsel, announced today that PM Super Fund ("PMSF") has filed on June 5, 2026, an application before the Ontario Superior Court of Justice (Commercial List) for leave to commence a derivative action on behalf of and in the name of Emerita (the "Leave Application"). The Leave Application is filed under s. 246 of the Business Corporations Act, R.S.O. 1990, c. B.16.
Background: The OSC Application for Enforcement Proceeding
On April 9, 2026, the OSC filed an Application for Enforcement Proceeding (the "OSC Application") before the Capital Markets Tribunal, alleging that certain former directors and officers of Emerita — David Patrick Gower (former CEO and director), Michael Lawrence Guy (former Chairman and director), Sergio Damian Lopez (Corporate Secretary), and Gregory Francis Duras (CFO) (collectively, the "Director & Officer Respondents") — together with Hélio Botelho Diniz (Managing Director, Brazil of Lithium Ionic), the directing mind of Falcon Metais Ltda., fraudulently diverted the valuable Brazilian lithium asset, the Falcon Project (as defined below) away from Emerita for their own benefit. Those allegations have not been proven.
The OSC Application is publicly available at: https://www.capitalmarketstribunal.ca/sites/default/files/2026-04/aep_20260409_emerita-resources-corp.pdf
The OSC Application alleges, among other things, that: Emerita validly exercised an option to purchase the Falcon Litio MG Project in Brazil (the "Falcon Project") in September 2018; title was never transferred to Emerita in breach of the option agreement; from at least late 2020, the Director & Officer Respondents and Diniz covertly arranged to divert the Falcon Project to a new company in which they were majority shareholders; in May 2021, they caused Emerita to publish false and misleading "relinquishment" statements as cover for that diversion; and Gower and Diniz are alleged to have made further misleading statements to OSC investigators during the investigation.
The Falcon Project includes what Lithium Ionic Corp. ("Lithium Ionic") now calls its flagship Bandeira lithium property, situated adjacent to Brazil's two operating lithium mines — CBL and Sigma Lithium — in the Lithium Valley of Brazil.
The Formal Demand and the Board's Response
On May 14, 2026, PMSF's counsel delivered a formal demand letter to the Special Committee of Emerita's Board of Directors (the "Special Committee"), together with a complete draft Statement of Claim. The demand called on the Board to authorize Emerita to commence legal proceedings in Ontario and Brazil and to seek injunctive protection over the Falcon Project. The Special Committee was given until May 29, 2026 to respond.
On May 29, 2026, the Special Committee advised, through counsel, that its mandate had expanded to include the matters raised in the demand and that "additional work needs to be done before any recommendations can be made". The Special Committee did not commit to a timeline within which it intended to do so.
PMSF has accordingly proceeded to issue the Leave Application described in this release.
"The Special Committee's request for more time told us everything we needed to know," says Wayne Peters, the director of PMSF's trustee. "They have had the OSC's Application for Enforcement Proceeding since at least April 9, 2026, if not earlier. The Special Committee has had months to investigate this issue and had a complete draft Statement of Claim since May 14, 2026. Yet, the Special Committee still has not authorized nor publicly committed to authorizing Emerita to commence a claim to recover what may be the most valuable asset Emerita has ever held."
The Leave Application
The Leave Application seeks, among other things:
an Order granting PMSF leave to commence a derivative action in the name of Emerita against Gower, Guy, Lopez, Duras, Diniz, Lithium Ionic Corp., Falcon Metais Ltda., and MGLIT Empreendimentos Ltda.;an Order authorizing PMSF to control the conduct of the derivative action;an Order that Emerita reimburse PMSF's reasonable legal fees and disbursements incurred in prosecuting the derivative action.The Special Committee will have an opportunity to respond to the relief sought in the Leave Application.
The Derivative Action
The derivative action, if authorized, will seek, among other things:
a declaration that the Falcon Project is held on constructive trust for Emerita;an order transferring Lithium Ionic/MGLIT's interest in the Falcon Project to Emerita; disgorgement of all gains derived from the Falcon Project by all respondents including the 31.1 million Lithium Ionic shares issued at nominal consideration;damages for breach of fiduciary duty, breach of confidence, fraudulent misrepresentation, deceit, and inducing breach of contract;punitive damages of CAD $10,000,000; andan interim and interlocutory order once leave is approved, enjoining Lithium Ionic and MGLIT from selling, encumbering, or otherwise dealing with the Falcon Project, and restraining any transaction involving the Falcon Project exceeding CAD $25,000 without notice to Emerita and court approval.What Comes Next
The Leave Application is now before the Commercial List. No dates have been scheduled for the application. If leave is granted, PMSF (then sitting in the shoes of Emerita) intends to pursue all available rights and remedies aggressively and quickly against the would-be defendants and as it relates to the Falcon/Bandeira Project. The would-be defendants would have an opportunity to answer the allegations.
Why This Matters to Emerita Shareholders
The key Falcon Project property — now marketed by Lithium Ionic as the Bandeira lithium project — is situated immediately adjacent to Brazil's two operating lithium mines, CBL and Sigma Lithium in the Lithium Valley of Brazil. The northwestern boundary of the project is just 500 metres from these existing mines. The asset has been described by Lithium Ionic as its flagship property and whose shares were valued by the market on the day of the OSC notice at CAD $250 million. The base case economics of the project from the September 2025 feasibility study is post-tax NPV8 of US$1.45 billion and an IRR of 61%.
Emerita paid the consideration to acquire this asset. If the allegations in the OSC Application and the draft Statement of Claim are proven, this property belongs beneficially to Emerita — and, through it, to Emerita's shareholders. PMSF believes that recovering the Falcon Project would represent a transformative outcome for Emerita and its shareholders.
Forward-Looking Information and Legal Notice
This press release contains forward-looking information. All allegations described in this press release are derived from the OSC's Application for Enforcement Proceeding dated April 9, 2026, the formal demand letter delivered May 14, 2026, and the derivative action leave application filed June 5, 2026. All named individuals and entities are presumed innocent and entitled to defend the allegations made against them. None of the allegations have been proven before any court or regulatory tribunal and therefore remain allegations only.
The commencement, prosecution, and outcome of any legal proceedings described herein are subject to uncertainty. No assurance can be given that leave will be granted, that any proceedings will be commenced, or that any proceedings, if commenced, will be successful. This press release is issued for informational purposes to Emerita's shareholders and does not constitute legal or investment advice.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300517
Source: Significant Shareholders of Emerita Resources Corp.
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GRCE Investors Have Opportunity to Join Grace Therapeutics, Inc. Fraud Investigation with the Schall Law Firm PR Newswire
LOS ANGELES, June 8, 2026
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Grace Therapeutics, Inc. ("Grace" or "the Company") (NASDAQ: GRCE) for violations of the securities laws.
The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Grace announced on April 23, 2026, that "the U.S. Food and Drug Administration (FDA) has issued a Complete Response Letter (CRL) for the Company's New Drug Application (NDA) for GTx-104 for the treatment of patients with aSAH." According to the Company, "the FDA referenced certain items in the Chemistry, Manufacturing, and Controls (CMC) and Non-Clinical sections of the application," which "are related to leachables data for product packaging, non-clinical product toxicology risk assessments, and product manufacturing deficiencies at our contract manufacturing organization." Based on this news, shares of Grace fell by nearly 45.5% on the same day.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.
310-301-3335 [email protected]
www.schallfirm.com
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On June 09, 2026, Commercial Metals Co CMC shares rose 3.0% to a current price of $75.76. This price action sits within a 52-week range of $47.06 to $84.87, reflecting a strong annual performance of 51.4%. While there has been a notable increase today, the stock has seen a slight decline of 1.1% over the past week.
GF Value™ verdict: Current price is $75.76 vs GF Value™ of $58.73, indicating the stock is 29.0% overvalued.GF Score™ of 84/100 signifies a strong overall rating, suggesting favorable long-term performance potential.Most notable signal: No insider transactions in the last 3 months indicates stable insider confidence in the company. Is CMC Overvalued or Undervalued? Commercial Metals Co CMC is currently trading at a price significantly above its GF Value™ of $58.73, which suggests that the stock is 29.0% overvalued. The GF Valuation label describes the stock as "Modestly Overvalued," reflecting a potential risk for investors considering an entry point at this valuation. With the current price exceeding the intrinsic value estimated by GF Value™, investors may want to exercise caution as the margin of safety appears limited. If the stock price continues to rise without corresponding improvements in fundamentals, it could face downward pressure in the future.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
How Does CMC's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 16.9x 9.6x Forward P/E 11.1x N/A CMC's current P/E ratio of 16.9x is significantly above its 5-year median P/E of 9.6x, suggesting the stock is trading at a premium compared to its historical valuation. The forward P/E of 11.1x indicates some expectation of earnings growth, but overall, the P/E analysis aligns with the GF Value™ verdict that CMC is overvalued relative to its historical performance.
What Does CMC's GF Score™ Tell Us? Metric Rating GF Score™ 84/100 Financial Strength 6/10 Profitability 8/10 Growth 7/10 Valuation 5/10 Momentum 8/10 The GF Score™ of 84/100 indicates that CMC has strong potential for long-term returns, with particular strengths in profitability (8/10) and momentum (8/10). However, its financial strength score of 6/10 and valuation score of 5/10 suggest areas for improvement, particularly in maintaining a healthy balance sheet and ensuring the stock is reasonably priced.
What Are Insiders Doing with CMC Stock? There have been no insider transactions in the last 3 months for Commercial Metals Co CMC , which suggests a stable sentiment among insiders regarding the company's future prospects. The lack of insider buying or selling may indicate that insiders believe the current pricing reflects the company's value or that they are waiting for more favorable conditions to engage in transactions.
What This Means for Investors Based on the GF Value™ assessment, Commercial Metals Co CMC is currently overvalued at a price of $75.76 compared to its intrinsic value of $58.73. This overvaluation presents potential risks for those looking to invest at this level.
For the complete analysis, visit the Commercial Metals Co CMC stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is CMC's GF Score™?
CMC's GF Score™ is 84/100, indicating a strong overall rating that suggests favorable long-term performance potential.
Is CMC overvalued or undervalued?
CMC is currently overvalued, with a GF Value™ of $58.73 compared to its current price of $75.76, indicating a 29.0% overvaluation.
What is CMC's P/E ratio?
CMC's P/E (TTM) is 16.9x, which is significantly above its 5-year median P/E of 9.6x, suggesting the stock is trading at a premium compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.
While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric that measures the dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.
Headquartered in Santa Ana, First American Financial (FAF - Free Report) is a Finance stock that has seen a price change of 10.42% so far this year. Currently paying a dividend of $0.55 per share, the company has a dividend yield of 3.24%. In comparison, the Insurance - Property and Casualty industry's yield is 0.78%, while the S&P 500's yield is 1.42%.
Looking at dividend growth, the company's current annualized dividend of $2.20 is up 0.9% from last year. Over the last 5 years, First American Financial has increased its dividend 5 times on a year-over-year basis for an average annual increase of 3.78%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. First American Financial's current payout ratio is 34%, meaning it paid out 34% of its trailing 12-month EPS as dividend.
FAF is expecting earnings to expand this fiscal year as well. The Zacks Consensus Estimate for 2026 is $6.83 per share, representing a year-over-year earnings growth rate of 12.89%.
Investors like dividends for many reasons; they greatly improve stock investing profits, decrease overall portfolio risk, and carry tax advantages, among others. It's important to keep in mind that not all companies provide a quarterly payout.
Big, established firms that have more secure profits are often seen as the best dividend options, but it's fairly uncommon to see high-growth businesses or tech start-ups offer their stockholders a dividend. During periods of rising interest rates, income investors must be mindful that high-yielding stocks tend to struggle. That said, they can take comfort from the fact that FAF is not only an attractive dividend play, but is also a compelling investment opportunity with a Zacks Rank of #1 (Strong Buy).
Here are three stocks with buy rank and strong income characteristics for investors to consider today, May 27th:
First American Financial (FAF - Free Report) : This company, which serves homebuyers and sellers, real estate professionals, loan originators and servicers, commercial property professionals, homebuilders and others involved in residential and commercial property transactions with products and services specific to their needs, has witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.1% over the last 60 days.
This Zacks Rank #1 (Strong Buy) company has a dividend yield of 3.2%, compared with the industry average of 0.8%.
Alerus Financial (ALRS - Free Report) : This financial services company, which offers financial solutions to businesses and consumers, has witnessed the Zacks Consensus Estimate for its current year earnings increasing 13.9% over the last 60 days.
This Zacks Rank #1 company has a dividend yield of 2.9%, compared with the industry average of 0.0%.
Flexsteel Industries (FLXS - Free Report) : This company, which is engaged in the design, manufacture and sale of a broad line of quality upholstered furniture for residential, commercial, and recreational vehicle seating use, has witnessed the Zacks Consensus Estimate for its current year earnings increasing 16.9% over the last 60 days.
This Zacks Rank #1 company has a dividend yield of 1.4%, compared with the industry average of 0.0%.
See the full list of top ranked stocks here.
Find more top income stocks with some of our great premium screens
The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.
Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being undervalued by the market at large.
Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today.
One stock to keep an eye on is First American Financial (FAF - Free Report) . FAF is currently sporting a Zacks Rank #1 (Strong Buy), as well as an A grade for Value. The stock is trading with P/E ratio of 11.43 right now. For comparison, its industry sports an average P/E of 26.12. FAF's Forward P/E has been as high as 15.32 and as low as 9.75, with a median of 11.61, all within the past year.
Another valuation metric that we should highlight is FAF's P/B ratio of 1.31. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. This stock's P/B looks solid versus its industry's average P/B of 1.38. Within the past 52 weeks, FAF's P/B has been as high as 1.43 and as low as 1.08, with a median of 1.29.
Value investors also use the P/S ratio. The P/S ratio is calculated as price divided by sales. This is a popular metric because sales are harder to manipulate on an income statement, so they are often considered a better performance indicator. FAF has a P/S ratio of 0.9. This compares to its industry's average P/S of 1.2.
Value investors will likely look at more than just these metrics, but the above data helps show that First American Financial is likely undervalued currently. And when considering the strength of its earnings outlook, FAF sticks out as one of the market's strongest value stocks.
—Spring demand boosts prices nationally, though most major markets remain flat or below year-ago levels, says Chief Economist Mark Fleming—
SANTA ANA, Calif.--(BUSINESS WIRE)--First American Data & Analytics, a leading national provider of property-centric information, risk management and valuation solutions and a division of First American Financial Corporation (NYSE: FAF), today released its April 2026 Home Price Index (HPI) report. The report tracks home price changes less than four weeks behind real time at the national, state and metropolitan (Core-Based Statistical Area) levels and includes metropolitan price tiers that segment sale transactions into starter, mid and luxury tiers. The full report can be found here.
“Nationally, prices are now just shy of the peak reached last May, indicating the market has found a balance between affordability constraints, available inventory and buyer demand.”
Share April1 National House Price Index
Highlights
Annual house price appreciation remained below 1 percent for the eighth consecutive month in April. House price growth reported in last month’s HPI for February 2026 to March 2026 was revised up by +0.3 percentage point, from +0.3 percent to +0.6 percent. “While annual house price growth is essentially flat nationally, a slight uptick in monthly appreciation suggests the typical spring home-buying season lift is buoying the housing market, though modestly relative to historical norms,” said Mark Fleming, chief economist at First American. “Nationally, prices are now just shy of the peak reached last May, indicating the market has found a balance between affordability constraints, available inventory and buyer demand.”
April 2026 Local Market Price Tier Highlights
The First American Data & Analytics HPI segments home price changes at the metropolitan level into three price tiers based on local market sales data: starter tier, which represents home sales prices at the bottom third of the market price distribution; mid-tier, which represents home sales prices in the middle third of the market price distribution; and the luxury tier, which represents home sales prices in the top third of the market price distribution.
“Regional divergence remains the defining feature of today’s housing market,” said Fleming. “While Midwestern and Northeastern markets continue to post annual price gains, 21 of the top 30 markets we track are either flat or below year-ago price levels. The 9.6 percentage point spread between Chicago, the strongest-performing market, and Austin, Texas, the weakest, illustrates just how localized housing market conditions have become.”
April 2026 First American Data & Analytics Price Tier HPI Highlights
Core-Based Statistical Areas (CBSAs) Ranked by Greatest Year-Over-Year Increases in Starter Tier HPI
CBSA
Change in Starter Tier HPI
Change in Mid-Tier HPI
Change in Luxury Tier HPI
St. Louis
+8.0 percent
+3.7 percent
+3.0 percent
Cambridge, Mass.
+5.3 percent
-0.2 percent
+3.1 percent
Chicago
+3.1 percent
+3.7 percent
+5.5 percent
Pittsburgh
+2.6 percent
+2.4 percent
-0.5 percent
Anaheim, Calif.
+1.3 percent
+1.2 percent
+2.7 percent
Additional April 2026 First American Data & Analytics HPI Highlights
Core-Based Statistical Areas (CBSAs) with Greatest Year-Over-Year Increases in HPI
CBSA
Change in HPI
Chicago
+4.4 percent
Cambridge, Mass.
+3.8 percent
St. Louis
+2.9 percent
New Brunswick, N.J.
+2.1 percent
Pittsburgh
+1.7 percent
Core-Based Statistical Areas (CBSAs) with a Year-Over-Year Decrease in HPI
Austin, Texas
-5.2 percent
Houston
-4.8 percent
Oakland, Calif.
-4.1 percent
Tampa, Fla.
-3.2 percent
San Antonio
-2.9 percent
HPI data for all 50 states and the largest 30 CBSAs by population is available here.
Visit the First American Economic Center for more research on housing market dynamics.
Next Release
The next release of the First American Data & Analytics House Price Index will take place the week of June 22, 2026.
April 2026 First American Data & Analytics House Price Index: Frequently Asked Questions
Q: Are U.S. home prices rising or falling in the 2026 Spring Home-Buying Season?
A: Nationally, home prices are relatively stable as the spring home-buying season reaches its peak months. While some Midwest and Northeast markets continue to post gains, many large housing markets remain flat or below year-ago price levels.
Q: Why are home prices essentially flat year over year, but increasing month over month?
A: The housing market appears to have settled into a balance between affordability constraints, available inventory and buyer demand, while regional economic conditions continue to drive significant differences between local markets.
Q: Which regions saw the strongest house price growth in April?
A: Midwestern and Northeastern markets continue to lead in annual price growth. Cities like Chicago, Cambridge, Mass. and St. Louis are among the top performers, while many markets in the South and West are still experiencing year-over-year price declines.
Q: Which housing markets saw the largest house price declines in April?
A: Among major metropolitan areas, Austin, Texas, Houston, Oakland, Calif., Tampa, Fla., and San Antonio recorded the largest annual house price declines in April 2026.
Q: What is the First American Data & Analytics HPI?
A: The First American Data & Analytics HPI measures changes in single-family home prices across the United States using a repeat-sales methodology. It tracks price movements at the national, state, and metropolitan (Core-Based Statistical Area) levels and includes starter, mid-tier, and luxury price segments.
Q: How current is the First American Data & Analytics HPI data?
A: The HPI tracks home price changes less than four weeks behind real time, making it one of the timeliest measures of U.S. home price trends available.
Q: Who produces the First American Data & Analytics HPI?
A: The HPI is produced by First American Data & Analytics, a division of First American Financial Corporation (NYSE: FAF), using more than 46 million paired real estate transactions and the industry’s largest property and ownership dataset.
Q: When will the next HPI report be released?
A: The next First American Data & Analytics Home Price Index report is scheduled for release during the week of June 22, 2026.
First American Data & Analytics HPI Methodology
The First American Data & Analytics HPI report measures single-family home prices, including distressed sales, with indices updated monthly beginning in 1980 through the month of the current report. HPI data is provided at the national, state and CBSA levels and includes preliminary index estimates for the month prior to the report (i.e. the preliminary result of July transactions is reported in August). The most recent index results are subject to revision as data from more transactions become available.
The HPI uses a repeat-sales methodology, which measures price changes for the same property over time using more than 46 million paired transactions to generate the indices. In non-disclosure states, the HPI utilizes a combination of public sales records, MLS sold and active listings, and appraisal data to estimate house prices. This comprehensive approach is particularly effective in areas where there is limited availability of accurate sale prices, such as non-disclosure states. Property type, price and location data are used to create more refined market segment indices. Real Estate-Owned transactions are not included.
First American Data & Analytics, a division of First American Financial Corporation, is a national provider of property-centric information, risk management and valuation solutions. First American maintains and curates the industry’s largest public records property and ownership dataset that includes more than 8.6 billion document images. Its major platforms and products include: DataTree® property data, FraudGuard® risk solution, RegsData® compliance suite, Procision™ AVM, and TaxSource™ property tax reporting. Find out more about how First American Data & Analytics powers the real estate, mortgage and title settlement services industries with advanced risk intelligence solutions at www.FirstAmDNA.com.
About First American
First American Financial Corporation (NYSE: FAF) is a premier provider of title, settlement, and risk solutions for real estate transactions. With its combination of financial strength and stability built over more than 135 years, innovative proprietary technologies, and unmatched data assets, the company is leading the digital transformation of its industry. First American also provides data products to the title industry and other third parties; valuation products and services; mortgage subservicing; home warranty products; banking, trust and wealth management services; and other related products and services. With total revenue of $7.5 billion in 2025, the company offers its products and services directly and through its agents throughout the United States and abroad. In 2026, First American was named one of the 100 Best Companies to Work For by Great Place to Work® and Fortune Magazine for the eleventh consecutive year. More information about the company can be found at www.firstam.com.
1 The most recent index results are subject to revision as data from more transactions become available.
First American Data & Analytics, a leading national provider of property-centric information, risk management and valuation solutions and a division of First American Financial Corporation (NYSE: FAF), today released its April 2026 Home Price Index (HPI) report. The report tracks home price changes less than four weeks behind real time at the national, state and metropolitan (Core-Based Statistical Area) levels and includes metropolitan price tiers that segment sale transactions into starter, mid and luxury tiers. The full report can be found here.
April1 National House Price Index
First American Data & Analytics’ National Non-Seasonally Adjusted (NSA) HPI
Metric
Change in HPI
March 2026-April 2026 (month over month)
0.2 percent
April 2025-April 2026 (year over year)
0.0 percent
Highlights
Annual house price appreciation remained below 1 percent for the eighth consecutive month in April. House price growth reported in last month’s HPI for February 2026 to March 2026 was revised up by +0.3 percentage point, from +0.3 percent to +0.6 percent. “While annual house price growth is essentially flat nationally, a slight uptick in monthly appreciation suggests the typical spring home-buying season lift is buoying the housing market, though modestly relative to historical norms,” said Mark Fleming, chief economist at First American. “Nationally, prices are now just shy of the peak reached last May, indicating the market has found a balance between affordability constraints, available inventory and buyer demand.”
April 2026 Local Market Price Tier Highlights
The First American Data & Analytics HPI segments home price changes at the metropolitan level into three price tiers based on local market sales data: starter tier, which represents home sales prices at the bottom third of the market price distribution; mid-tier, which represents home sales prices in the middle third of the market price distribution; and the luxury tier, which represents home sales prices in the top third of the market price distribution.
“Regional divergence remains the defining feature of today’s housing market,” said Fleming. “While Midwestern and Northeastern markets continue to post annual price gains, 21 of the top 30 markets we track are either flat or below year-ago price levels. The 9.6 percentage point spread between Chicago, the strongest-performing market, and Austin, Texas, the weakest, illustrates just how localized housing market conditions have become.”
April 2026 First American Data & Analytics Price Tier HPI Highlights
Core-Based Statistical Areas (CBSAs) Ranked by Greatest Year-Over-Year Increases in Starter Tier HPI
CBSA
Change in Starter Tier HPI
Change in Mid-Tier HPI
Change in Luxury Tier HPI
St. Louis
+8.0 percent
+3.7 percent
+3.0 percent
Cambridge, Mass.
+5.3 percent
-0.2 percent
+3.1 percent
Chicago
+3.1 percent
+3.7 percent
+5.5 percent
Pittsburgh
+2.6 percent
+2.4 percent
-0.5 percent
Anaheim, Calif.
+1.3 percent
+1.2 percent
+2.7 percent
Additional April 2026 First American Data & Analytics HPI Highlights
Core-Based Statistical Areas (CBSAs) with Greatest Year-Over-Year Increases in HPI
CBSA
Change in HPI
Chicago
+4.4 percent
Cambridge, Mass.
+3.8 percent
St. Louis
+2.9 percent
New Brunswick, N.J.
+2.1 percent
Pittsburgh
+1.7 percent
Core-Based Statistical Areas (CBSAs) with a Year-Over-Year Decrease in HPI
Austin, Texas
-5.2 percent
Houston
-4.8 percent
Oakland, Calif.
-4.1 percent
Tampa, Fla.
-3.2 percent
San Antonio
-2.9 percent
HPI data for all 50 states and the largest 30 CBSAs by population is available here.
Visit the First American Economic Center for more research on housing market dynamics.
Next Release
The next release of the First American Data & Analytics House Price Index will take place the week of June 22, 2026.
April 2026 First American Data & Analytics House Price Index: Frequently Asked Questions
Q: Are U.S. home prices rising or falling in the 2026 Spring Home-Buying Season?
A: Nationally, home prices are relatively stable as the spring home-buying season reaches its peak months. While some Midwest and Northeast markets continue to post gains, many large housing markets remain flat or below year-ago price levels.
Q: Why are home prices essentially flat year over year, but increasing month over month?
A: The housing market appears to have settled into a balance between affordability constraints, available inventory and buyer demand, while regional economic conditions continue to drive significant differences between local markets.
Q: Which regions saw the strongest house price growth in April?
A: Midwestern and Northeastern markets continue to lead in annual price growth. Cities like Chicago, Cambridge, Mass. and St. Louis are among the top performers, while many markets in the South and West are still experiencing year-over-year price declines.
Q: Which housing markets saw the largest house price declines in April?
A: Among major metropolitan areas, Austin, Texas, Houston, Oakland, Calif., Tampa, Fla., and San Antonio recorded the largest annual house price declines in April 2026.
Q: What is the First American Data & Analytics HPI?
A: The First American Data & Analytics HPI measures changes in single-family home prices across the United States using a repeat-sales methodology. It tracks price movements at the national, state, and metropolitan (Core-Based Statistical Area) levels and includes starter, mid-tier, and luxury price segments.
Q: How current is the First American Data & Analytics HPI data?
A: The HPI tracks home price changes less than four weeks behind real time, making it one of the timeliest measures of U.S. home price trends available.
Q: Who produces the First American Data & Analytics HPI?
A: The HPI is produced by First American Data & Analytics, a division of First American Financial Corporation (NYSE: FAF), using more than 46 million paired real estate transactions and the industry’s largest property and ownership dataset.
Q: When will the next HPI report be released?
A: The next First American Data & Analytics Home Price Index report is scheduled for release during the week of June 22, 2026.
First American Data & Analytics HPI Methodology
The First American Data & Analytics HPI report measures single-family home prices, including distressed sales, with indices updated monthly beginning in 1980 through the month of the current report. HPI data is provided at the national, state and CBSA levels and includes preliminary index estimates for the month prior to the report (i.e. the preliminary result of July transactions is reported in August). The most recent index results are subject to revision as data from more transactions become available.
The HPI uses a repeat-sales methodology, which measures price changes for the same property over time using more than 46 million paired transactions to generate the indices. In non-disclosure states, the HPI utilizes a combination of public sales records, MLS sold and active listings, and appraisal data to estimate house prices. This comprehensive approach is particularly effective in areas where there is limited availability of accurate sale prices, such as non-disclosure states. Property type, price and location data are used to create more refined market segment indices. Real Estate-Owned transactions are not included.
First American Data & Analytics, a division of First American Financial Corporation, is a national provider of property-centric information, risk management and valuation solutions. First American maintains and curates the industry’s largest public records property and ownership dataset that includes more than 8.6 billion document images. Its major platforms and products include: DataTree® property data, FraudGuard® risk solution, RegsData® compliance suite, Procision™ AVM, and TaxSource™ property tax reporting. Find out more about how First American Data & Analytics powers the real estate, mortgage and title settlement services industries with advanced risk intelligence solutions at www.FirstAmDNA.com.
About First American
First American Financial Corporation (NYSE: FAF) is a premier provider of title, settlement, and risk solutions for real estate transactions. With its combination of financial strength and stability built over more than 135 years, innovative proprietary technologies, and unmatched data assets, the company is leading the digital transformation of its industry. First American also provides data products to the title industry and other third parties; valuation products and services; mortgage subservicing; home warranty products; banking, trust and wealth management services; and other related products and services. With total revenue of $7.5 billion in 2025, the company offers its products and services directly and through its agents throughout the United States and abroad. In 2026, First American was named one of the 100 Best Companies to Work For by Great Place to Work® and Fortune Magazine for the eleventh consecutive year. More information about the company can be found at www.firstam.com.
1 The most recent index results are subject to revision as data from more transactions become available.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260528639437/en/
SANTA ANA, Calif.--(BUSINESS WIRE)--First American Financial Corporation (NYSE: FAF), a premier provider of title, settlement and risk solutions for real estate transactions and the leader in the digital transformation of its industry, today announced that Chief Marketing Officer Chelsea Sumrow was named by HousingWire as a 2026 Marketing Leaders winner, the second consecutive year she has earned the honor. HousingWire’s selection committee selected the 2026 Marketing Leaders award winners, recognizing the most dynamic and influential marketing professionals in the housing industry for their efforts to build high-performing marketing teams, drive forward-thinking initiatives, and make a lasting impression on both customers and the market.
“Chelsea continues to elevate how we leverage data and innovation to enhance the experience of our customers across every interaction with our services, while measuring impact every step of the way.”
Share “Chelsea continues to elevate how we leverage data and innovation to enhance the experience of our customers across every interaction with our services, while measuring impact every step of the way,” said Matt Wajner, chief financial officer at First American Financial Corporation. “This recognition is a well-deserved reflection of her leadership and the efforts of her team to help deepen our connection with customers, strengthen our brand, and support the growth of our business.”
Sumrow has built marketing into a strategic driver of the business at First American, leading a high-performing team focused on customer engagement, brand clarity, and measurable growth. Her leadership has shaped a more consistent and compelling customer experience across all touchpoints, from modernizing the company’s brand identity to aligning teams around a shared organizational purpose, delivering lasting value for customers and the business alike.
“HousingWire’s Marketing Leaders represent the professionals shaping how housing companies connect, compete and grow in a constantly evolving market,” said Clayton Collins, CEO of HousingWire. “As market conditions, client expectations and business priorities continue to shift, this year’s honorees are helping their organizations adapt, innovate and grow.”
About First American
First American Financial Corporation (NYSE: FAF) is a premier provider of title, settlement and risk solutions for real estate transactions. With its combination of financial strength and stability built over more than 135 years, innovative proprietary technologies, and unmatched data assets, the company is leading the digital transformation of its industry. First American also provides data products to the title industry and other third parties; valuation products and services; mortgage subservicing; home warranty products; banking, trust and wealth management services; and other related products and services. With total revenue of $7.5 billion in 2025, the company offers its products and services directly and through its agents throughout the United States and abroad. In 2026, First American was named one of the 100 Best Companies to Work For by Great Place to Work® and Fortune Magazine for the eleventh consecutive year. More information about the company can be found at www.firstam.com.
More News From First American Financial Corporation
Key Takeaways EV-to-EBITDA offers a fuller view of valuation by accounting for debt, unlike traditional P/E ratios.FAF, CAL, CVE, UGP and OTEX are screened as bargain stocks with low EV-to-EBITDA ratios.Each stock meets strict criteria, including valuation, trading volume, price, growth, and Value Score. Investors often focus on the price-to-earnings (P/E) ratio, while looking for attractively priced stocks. Easy to compute and widely recognized, it remains one of the most commonly used valuation metrics for estimating a stock’s fair market value. However, despite its widespread use, the P/E ratio comes with certain drawbacks.
Although P/E is the most popular valuation metric, a more complicated multiple called EV-to-EBITDA is often considered a more effective alternative. It provides a clearer picture of a company’s valuation and earnings potential by taking a more comprehensive approach. Although P/E considers a firm’s equity portion, EV-to-EBITDA captures its total value.
First American Financial Corporation (FAF - Free Report) , Caleres, Inc. (CAL - Free Report) , Cenovus Energy Inc. (CVE - Free Report) , Ultrapar Participacoes S.A. (UGP - Free Report) and Open Text Corporation (OTEX - Free Report) are some stocks with attractive EV-to-EBITDA ratios.
What Makes EV-to-EBITDA a Better Option?Also referred to as enterprise multiple, EV-to-EBITDA is the enterprise value (EV) of a stock divided by its earnings before interest, taxes, depreciation and amortization (EBITDA). EV is the sum of a company’s market capitalization, its debt and preferred stock minus cash and cash equivalents. In essence, it is the entire value of a company. EBITDA, the other element, gives a clearer picture of a company’s profitability by removing the impact of non-cash expenses like depreciation and amortization that dampen net earnings. It is also often used as a proxy for cash flows.
Typically, the lower the EV-to-EBITDA ratio, the more enticing it is. A low EV-to-EBITDA ratio could indicate that a stock is undervalued. Unlike the P/E ratio, EV-to-EBITDA takes debt on a company’s balance sheet into account. For this reason, it is typically used to value acquisition targets. The ratio shows the amount of debt that the acquirer has to bear. Stocks flaunting a low EV-to-EBITDA multiple could be seen as attractive takeover candidates.
P/E can’t be used to value a loss-making firm. A firm’s earnings are also subject to accounting estimates and management manipulation. In contrast, EV-to-EBITDA is harder to manipulate and can be used to value companies that have negative net earnings but are positive on the EBITDA front. EV-to-EBITDA is also a useful tool in measuring the value of firms that are highly leveraged and have a high degree of depreciation. It can also be used to compare companies with different levels of debt.
EV-to-EBITDA is not devoid of limitations and alone cannot conclusively determine a stock’s inherent potential and future performance. The multiple varies across industries and is usually not appropriate when comparing stocks in different industries, given their diverse capital expenditure requirements.
Thus, instead of just relying on EV-to-EBITDA, you can club it with the other major ratios, such as price-to-book (P/B), P/E and price-to-sales (P/S) to achieve the desired results.
Screening CriteriaHere are the parameters to screen for bargain stocks:
EV-to-EBITDA 12 Months-Most Recent less than X-Industry Median: A lower EV-to-EBITDA ratio represents a cheaper valuation.
P/E using (F1) less than X-Industry Median: This metric screens stocks that are trading at a discount to their peers.
P/B less than X-Industry Median: A lower P/B compared with the industry average implies that the stock is undervalued.
P/S less than X-Industry Median: The lower the P/S ratio, the more attractive the stock is, as investors will have to pay a smaller price for the same amount of sales generated by the company.
Estimated One-Year EPS Growth F(1)/F(0) greater than or equal to X-Industry Median: This parameter will help in screening stocks that have growth rates higher than the industry median.
Average 20-day Volume greater than or equal to 100,000: The addition of this metric ensures that shares can be traded easily.
Current Price greater than or equal to $5: This parameter will help in screening stocks that are trading at a minimum price of $5 or higher.
Zacks Rank less than or equal to 2: It is a fundamental truth that stocks with a Zacks Rank #1 (Strong Buy) or 2 (Buy) have always managed to beat adversities and outperform the market.
Value Score of less than or equal to B: Our research shows that stocks with a Value Score of A or B, when combined with a Zacks Rank #1 or 2, offer the best upside potential.
Here are our five picks out of the 18 stocks that passed the screen:
First American Financial serves homebuyers and sellers, real estate professionals, loan originators and servicers, commercial property professionals, homebuilders and others involved in residential and commercial property transactions with products and services specific to their needs. This Zacks Rank #1 stock has a Value Score of A.
First American Financial has an expected earnings growth rate of 12.6% for 2026. The Zacks Consensus Estimate for FAF’s 2026 earnings has been revised 6.7% upward over the past 60 days.
Caleres designs, develops, sources, manufactures and distributes footwear in the United States, Canada, East Asia and internationally. This Zacks Rank #1 stock has a Value Score of A. You can see the complete list of today’s Zacks #1 Rank stocks here.
Caleres has an expected year-over-year earnings growth rate of 31.9% for the current fiscal year. The consensus estimate for CAL’s current fiscal-year earnings has moved up 4.7% over the past 60 days.
Cenovus Energy is a leading integrated energy firm with operations comprising marketing the produced oil, natural gas and natural gas liquids. This Zacks Rank #1 stock has a Value Score of B.
Cenovus Energy has an expected year-over-year earnings growth rate of 104.6% for 2026. The Zacks Consensus Estimate for CVE’s 2026 earnings has moved up 83.1% over the past 60 days.
Ultrapar Participacoes is one of the largest distributors of liquefied petroleum gas in Brazil and a leading producer of petrochemicals and chemicals. This Zacks Rank #2 company has a Value Score of A.
Ultrapar Participacoes has an expected year-over-year earnings growth rate of 100% for 2026. The Zacks Consensus Estimate for UGP's 2026 earnings has been revised 45% upward over the past 60 days.
OpenText is a leading information management company that provides software and services that empower digital businesses of all sizes. This Zacks Rank #2 company has a Value Score of A.
OpenText has an expected year-over-year earnings growth rate of 12% for the current fiscal year. The Zacks Consensus Estimate for OTEX’s current fiscal-year earnings has moved up 1.7% over the past 60 days.
Key Takeaways Screen flags CAL, NUS, APLE, EVER and FAF as low price-to-sales stocks with upside potential.P/S highlights value when earnings are minimal or volatile by showing what investors pay per $1 of revenues.Screen requires cheap P/E, P/B and debt-to-equity, and a share price of $5 or more with a strong value score. Investing in stocks based on valuation metrics is a proven strategy for identifying opportunities with strong upside potential. While the price-to-earnings (P/E) ratio is a popular tool for gauging value, it has its limitations, especially when evaluating companies that are unprofitable or still in their early growth phases.
In such cases, the price-to-sales (P/S) ratio becomes particularly valuable. By comparing a company’s market capitalization to its revenues, the P/S ratio offers a clearer picture of value when earnings are minimal or volatile.
If you are looking for growth at a discount, low P/S stocks can offer compelling opportunities. These stocks often trade below their intrinsic value, making them attractive to investors seeking upside potential without paying a premium. While the P/S ratio alone does not guarantee success, when combined with strong fundamentals and positive business momentum, it can signal a stock poised for a breakout.
Caleres Inc. (CAL - Free Report) , Nu Skin Enterprises, Inc. (NUS - Free Report) , Apple Hospitality REIT, Inc. (APLE - Free Report) , EverQuote, Inc. (EVER - Free Report) and First American Financial Corporation (FAF - Free Report) are some companies with low price-to-sales ratios and the potential to offer higher returns.
What Is the Price-to-Sales Ratio?While a loss-making company with a negative price-to-earnings ratio falls out of investor favor, its price-to-sales can indicate the hidden strength of the business. This underrated ratio is also used to identify a recovery situation or ensure a company's growth is not overvalued.
A stock’s price-to-sales ratio reflects how much investors pay for each dollar of revenue generated by a company.
If the price-to-sales ratio is 1, investors are paying $1 for every $1 of revenues generated by the company. A stock with a price-to-sales ratio below 1 is a good bargain, as investors need to pay less than a dollar for a dollar’s worth.
Thus, a stock with a lower price-to-sales ratio is a more suitable investment than a stock with a high price-to-sales ratio.
The price-to-sales ratio is often preferred over price-to-earnings, as companies can manipulate their earnings using various accounting measures. However, sales are harder to manipulate and are relatively reliable.
However, one should keep in mind that a company with high debt and a low price-to-sales ratio is not an ideal choice. The high debt level will have to be paid off at some point, leading to further share issuance, a rise in market cap and a higher price-to-sales ratio.
In any case, the price-to-sales ratio used in isolation cannot do the trick. One should analyze other ratios like Price/Earnings, Price/Book and Debt/Equity before arriving at any investment decision.
Screening ParametersPrice-to-Sales less than the Median Price-to-Sales for its Industry: The lower the price-to-sales ratio, the better.
Price-to-Earnings using F(1) estimate less than the Median Price-to-Earnings for its Industry: The lower, the better.
Price-to-Book (Common Equity) less than the Median Price-to-Book for its Industry: This is another parameter to ensure the value feature of a stock.
Debt-to-Equity (Most Recent) less than the Median Debt-to-Equity for its Industry: A company with less debt should have a stable price-to-sales ratio.
Current Price greater than or equal to $5: The stocks must be trading at a minimum of $5 or higher.
Zacks Rank less than or equal to #2 (Buy): Zacks Rank #1 (Strong Buy) or #2 stocks are known to outperform, irrespective of the market environment.
Value Score less than or equal to B: Our research shows that stocks with a Value Score of A or B, when combined with a Zacks Rank 1 or 2, offer the best opportunities in the value investing space.
Here are five of the 21 stocks that qualified the screening:
Caleres designs, develops, sources, manufactures and distributes footwear in the United States, Canada, East Asia and internationally. The company presents a compelling investment case, backed by strengthening brand momentum, strategic portfolio expansion and disciplined execution. The company’s leading brands continue to gain market share and deliver solid growth, while the acquisition of Stuart Weitzman enhances its presence in the premium footwear market and offers meaningful long-term synergy opportunities. Encouraging trends at Famous Footwear, coupled with robust e-commerce growth, point to improving consumer demand and healthier sales trends.
At the same time, Caleres remains focused on cost control, inventory optimization and operational efficiencies. These initiatives are expected to support margin expansion, enhance profitability and strengthen the company’s long-term earnings and cash-flow profile. CAL presently sports a Zacks Rank #1 and has a Value Score of A. You can see the complete list of today’s Zacks #1 Rank stocks here.
Provo, UT-based Nu Skin develops and distributes a wide range of premium cosmetics, beauty, personal care and wellness products. Nu Skin’s fundamentals remain under pressure, with softer revenues, customer activity and salesforce productivity. However, the business retains healthy margins, positive adjusted earnings and disciplined capital allocation.
Management is focused on improving execution through Prysm iO, wellness subscriptions and emerging market expansion. The investment case depends on stabilization in core selling metrics and successful conversion of innovation into sustainable growth. NUS currently has a Value Score of A and a Zacks Rank of 2.
Apple Hospitality is a publicly traded real estate investment trust that owns the largest and most diverse portfolio of upscale, room-focused hotels in the United States. The company offers a fundamentally sound lodging REIT story built on portfolio quality, brand alignment and disciplined execution. It owns a geographically diversified collection of room-focused hotels affiliated with leading brands, giving it broad exposure to leisure, corporate and group demand.
Management has demonstrated prudent capital allocation through selective acquisitions, timely dispositions and consistent reinvestment to keep properties competitive. A flexible balance sheet and ample liquidity provide resilience across cycles. While recent demand softness weighed on its performance, leisure trends remain supportive and operational agility positions the portfolio to benefit as business travel normalizes, supporting long-term cash flow stability and shareholder returns. APLE has a Value Score of B and a Zacks Rank of 2 at present.
Cambridge, MA-based EverQuote is an online insurance marketplace. Through its Internet websites, the company operates an online marketplace for consumers shopping for auto, home and renters, and life insurance. EverQuote remains supported by its proprietary data asset and AI-driven marketplace, the long-term shift of P&C customer acquisition to online channels, and a carrier environment focused on growing policies in force.
EverQuote is expanding “agentic AI” usage across functions, including an AI cockpit for sales and service teams, and an AI layer on its site management platform to improve experimentation. The company continues to witness impressive inorganic growth. The PolicyFuel buyout widened the range of products EverQuote offers and supports its P&C carrier partners. EVER currently has a Zacks Rank #2 and a Value Score of A.
First American Financial presents a solid investment case, supported by its leadership in the U.S. title insurance market and strong pricing power in a concentrated industry. The company is focused on expanding its core title insurance and settlement services business, while strengthening distribution relationships and broadening its international footprint. Strategic acquisitions and investments in technology, data and AI are enhancing efficiency and expanding its title plant coverage, positioning the company well for the next real estate cycle.
Consistent shareholder returns through dividends and share repurchases, supported by a high-quality investment portfolio and improving profitability, make the stock attractive for long-term investors seeking stability and income. FAF has a Value Score of A and presently flaunts a Zacks Rank #1.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: First American Financial (FAF - Free Report) Headquartered in Santa Ana, CA., First American Financial serves homebuyers and sellers, real estate professionals, loan originators and servicers, commercial property professionals, homebuilders and others involved in residential and commercial property transactions with products and services specific to their needs. The company was founded in the state of Delaware in January 2008. On Jun 1, 2010, the company’s common stock was listed on the New York Stock Exchange.
FAF is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 9.57; value investors should take notice.
For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.43 to $6.81 per share. FAF boasts an average earnings surprise of +22%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, FAF should be on investors' short list.
Here are three stocks with buy rank and strong income characteristics for investors to consider today, June 4:
First American Financial Corporation (FAF - Free Report) : This financial services company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 6.7% over the last 60 days.
This Zacks Rank #1 company has a dividend yield of 3.4%, compared with the industry average of 0.8%.
Warner Music Group Corp. (WMG - Free Report) : This music entertainment company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 8.6% over the last 60 days.
This Zacks Rank #1 company has a dividend yield of 2.5%, compared with the industry average of 0.7%.
Fomento Economico Mexicano (FMX - Free Report) : This bottler of Coca-Cola trademark beverages has witnessed the Zacks Consensus Estimate for its current year earnings increasing 26.5% over the last 60 days.
This Zacks Rank #1 company has a dividend yield of nearly 2%, compared with the industry average of 0.0%.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Find more top income stocks with some of our great premium screens.
Investors with an interest in Insurance - Property and Casualty stocks have likely encountered both First American Financial (FAF - Free Report) and American Coastal Insurance (ACIC - Free Report) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.
There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.
First American Financial and American Coastal Insurance are sporting Zacks Ranks of #1 (Strong Buy) and #5 (Strong Sell), respectively, right now. This means that FAF's earnings estimate revision activity has been more impressive, so investors should feel comfortable with its improving analyst outlook. However, value investors will care about much more than just this.
Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.
Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.
FAF currently has a forward P/E ratio of 9.68, while ACIC has a forward P/E of 10.56. We also note that FAF has a PEG ratio of 0.63. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. ACIC currently has a PEG ratio of 3.52.
Another notable valuation metric for FAF is its P/B ratio of 1.22. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, ACIC has a P/B of 1.48.
Based on these metrics and many more, FAF holds a Value grade of A, while ACIC has a Value grade of C.
FAF stands above ACIC thanks to its solid earnings outlook, and based on these valuation figures, we also feel that FAF is the superior value option right now.
ACI Sky™ Workbench Verified by Fannie Mae and Freddie Mac to Support UAD 3.6 Specifications First American Mortgage Solutions, LLC, a part of the First American (NYSE: FAF) family of companies, today announced that its ACI Sky™ Workbench platform has been verified by Fannie Mae and Freddie Mac to support the Uniform Appraisal Dataset (UAD) 3.6 specifications. UAD 3.6 appraisal reports will be required by the government-sponsored enterprises (GSEs) for new appraisal reports submitted to the Uniform Collateral Data Portal® (UCDP®) on and after Nov. 2, 2026.
“UAD 3.6 changes how appraisal data is captured, structured, and delivered,” said Todd McGowan, president of First American’s Lender Division. “ACI Sky Workbench was built with input from hundreds of appraisers to help navigate that shift in one connected environment, from inspection through submission. Verification from Fannie Mae and Freddie Mac gives appraisers confidence they can adopt Workbench now and move forward with a platform built for the next generation of appraisal reports, while also complying with the UAD 3.6 specifications.”
With this verification, ACI Sky Workbench is now listed on Fannie Mae’s Integrated Vendor List and Freddie Mac’s Software Providers List, giving appraisers a verified solution for completing UAD 3.6 assignments ahead of the November GSE mandate. UAD 3.6 introduces a more structured, data-first reporting framework designed to improve consistency, accuracy, and usability across the mortgage ecosystem. ACI Sky Workbench was built to support that transition with a modern workflow, delivering:
A cloud-based experience that unifies inspection, data entry, and report completion in one workflow Integrated tools that support the full assignment lifecycle from property inspection through report submission Ongoing enhancements shaped by appraiser feedback to improve flexibility, efficiency, and useability. For more information about ACI Sky Workbench, visit www.aciweb.com.
About First American Mortgage Solutions
First American Mortgage Solutions, a part of the First American family of companies, provides integrated, end-to-end solutions across the full mortgage lifecycle for residential lenders and servicers. Together with First American's broader capabilities, First American Mortgage Solutions serves as a single source for origination, post-closing, and servicing, including title, settlement, home equity, valuation and collateral risk, and integrated document generation services. More information about First American Mortgage Solutions can be found at www.firstam.com/mortgagesolutions.
About First American
First American Financial Corporation (NYSE: FAF) is a premier provider of title, settlement, and risk solutions for real estate transactions. With its combination of financial strength and stability built over more than 135 years, innovative proprietary technologies, and unmatched data assets, the company is leading the digital transformation of its industry. First American also provides data products to the title industry and other third parties; valuation products and services; mortgage subservicing; home warranty products; banking, trust and wealth management services; and other related products and services. With total revenue of $7.5 billion in 2025, the company offers its products and services directly and through its agents throughout the United States and abroad. In 2026, First American was named one of the 100 Best Companies to Work For by Great Place to Work® and Fortune Magazine for the eleventh consecutive year. More information about the company can be found at www.firstam.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260608503744/en/
Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.
While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends make up large portions of long-term returns, and in many cases, dividend contributions surpass one-third of total returns.
Headquartered in Santa Ana, First American Financial (FAF - Free Report) is a Finance stock that has seen a price change of 9.08% so far this year. Currently paying a dividend of $0.55 per share, the company has a dividend yield of 3.28%. In comparison, the Insurance - Property and Casualty industry's yield is 0.78%, while the S&P 500's yield is 1.45%.
Looking at dividend growth, the company's current annualized dividend of $2.20 is up 0.9% from last year. Over the last 5 years, First American Financial has increased its dividend 5 times on a year-over-year basis for an average annual increase of 3.78%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. First American Financial's current payout ratio is 34%, meaning it paid out 34% of its trailing 12-month EPS as dividend.
Earnings growth looks solid for FAF for this fiscal year. The Zacks Consensus Estimate for 2026 is $6.81 per share, with earnings expected to increase 12.56% from the year ago period.
Investors like dividends for many reasons; they greatly improve stock investing profits, decrease overall portfolio risk, and carry tax advantages, among others. But, not every company offers a quarterly payout.
High-growth firms or tech start-ups, for example, rarely provide their shareholders a dividend, while larger, more established companies that have more secure profits are often seen as the best dividend options. Income investors have to be mindful of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. That said, they can take comfort from the fact that FAF is not only an attractive dividend play, but is also a compelling investment opportunity with a Zacks Rank of #1 (Strong Buy).
Key Takeaways FAF expects housing demand, improving labor markets and home price appreciation to support growth. Growth in direct premiums, escrow fees and title agent premiums is expected to aid revenue expansion. Investments in technology, title data and distribution relationships enhance efficiency and market position. Shares of First American Financial Corporation (FAF - Free Report) closed at $66.42 on Tuesday, near its 52-week high of $71.47. This proximity underscores investor confidence. It has the ingredients for further price appreciation. The stock is trading above the 50-day and 200-day simple moving averages (SMA) of $66.06 and $64.45, respectively, indicating solid upward momentum. SMA is a widely used technical analysis tool to predict future price trends by analyzing historical price data.
First American has a solid surprise history. The insurer has a solid track record of beating earnings estimates in each of the last four quarters, with an average being 22.01%.
Image Source: Zacks Investment Research
FAF Is an OutperformerShares of First American have risen 16.5% in the past year, outperforming the industry’s decline of 2.3% and the Finance sector’s growth of 11.5%.
Image Source: Zacks Investment Research
With a market capitalization of $6.76 billion, the average volume of shares traded in the last three months was 0.9 million.
FAF Shares are AffordableFirst American shares are trading at a discount to the industry. Its forward price-to-book value of 1.23X is lower than the industry average of 1.37X, the Finance sector’s 4.39X and the Zacks S&P 500 Composite’s 8.03X. The insurer has a Value Score of A.
Image Source: Zacks Investment Research
Shares of RenaissanceRe Holdings Ltd. (RNR - Free Report) , NMI Holdings Inc. (NMIH - Free Report) and Axis Capital Holdings Limited (AXS - Free Report) are also trading at a discount to the industry average.
FAF’s Growth Projection EncouragesThe Zacks Consensus Estimate for First American’s 2026 earnings per share indicates a year-over-year increase of 12.5%. The consensus estimate for revenues is pegged at $8.03 billion, implying a year-over-year improvement of 7.7%.
The consensus estimate for 2027 earnings per share and revenues indicates an increase of 5.5% and 5.4%, respectively, from the corresponding 2026 estimates.
The expected long-term earnings growth rate is 15.2%, outperforming the industry average of 7.2%.
Optimist Analyst Sentiment on FAFOne of the four analysts covering the stock has raised estimates for 2026 and 2027 over the past 30 days. Thus, the Zacks Consensus Estimate for 2026 and 2027 earnings has moved up 1.3% and 0.7%, respectively, in the past 30 days.
Average Target Price for FAF Suggests UpsideBased on short-term price targets offered by five analysts, the Zacks average price target is $86.20 per share. The average suggests a potential 32.2% upside from the last closing price.
Image Source: Zacks Investment Research
FAF’s Favorable Return on CapitalFirst American’s return on equity of 12.5% for the trailing 12 months compared favorably with the industry’s 7.4%, reflecting the company’s efficiency in utilizing shareholders’ funds.
Key Drivers of FAF StockFirst American stands to gain from increased demand for first-time home purchases among millennials. It expects housing demand, improving economy and labor markets to drive home price appreciation. Growing leadership in title data, courtesy of proprietary data extraction, sturdy distribution relationships, prudent underwriting and continued investments in technology positions FAF well for long-term growth.
FAF is witnessing early stabilization in the purchase market and thus expects housing demand, improving economy and labor markets to continue to drive home price appreciation.
Growing direct premiums, escrow fees and title agent premiums should continue to drive the top line.
The title insurer stays focused on strengthening its product offerings, enhancing its core business and expanding valuation and data businesses. Also, the expansion of title plant assets and the upgrade of technology solutions drive increased efficiency.
First American distributes wealth to shareholders via dividend hikes and share buybacks. Its dividend yield as well as payout ratio is better than the industry average, making it an attractive pick for yield-seeking investors.
ConclusionIncreased demand among millennials for first-time home purchases, improved rate environment and strength in commercial business should favor FAF’s results. The solid dividend yield is another positive.
FAF also has a VGM Score of A. Stocks with a favorable VGM Score are those with the most attractive value, best growth and most promising momentum compared with peers. Coupled with the impressive dividend history, solid growth projections and higher return on equity, as well as the affordability of shares, the time appears right for potential investors to bet on this Zacks Rank #1 (Strong Buy) insurer. You can see the complete list of today’s Zacks #1 Rank stocks here.
Key Takeaways RDN, CINF, AFG and FAF stand out for consistent dividend payments and strong financial positions. Insurers benefit from investment income, technology adoption and continued underwriting discipline. Industry growth is supported by demand for coverage, AI adoption and ongoing merger activity. The U.S. insurance market experienced slowing premium growth after past highs, continued strong demand for catastrophe coverage, increasing tech adoption (AI), as well as significant M&A activity, along with navigating economic uncertainty and potential climate impacts. Despite lower pricing, underwriting discipline remains strong. The U.S. market continued to witness increasing casualty rates.
The Fed kept the fed funds rate unchanged at the 3.5-3.75% target range for a third consecutive meeting in April. Following a period of rate cuts in late 2025, the Fed has held rates steady as inflation and resilient economic data have complicated policymaking. Policymakers have held rates steady across consecutive meetings in early 2026, shifting the market consensus to expect fewer cuts or even potential rate hikes later in the year.
Thus, investors always look for a haven that ensures a steady return. Insurers like First American Financial Corporation (FAF - Free Report) , Radian Group Inc. (RDN - Free Report) , American Financial Group, Inc. (AFG - Free Report) and Cincinnati Financial Corporation (CINF - Free Report) have been investors’ favorites, driven by their solid fundamentals that ensure consistent dividend payments. Industry players that boast an impressive dividend history have always attracted yield-seeking investors.
Price PerformanceThe insurance industry has declined 4.1% in the past year against the Zacks S&P 500 composite’s appreciation of 25.9% and the Finance sector’s growth of 12.2%.
Image Source: Zacks Investment Research
Dividend Stocks to the RescueInvestors consider dividend-paying companies useful as the income they provide can help them meet liquidity needs, and dividend-focused investing has historically demonstrated the ability to help lower volatility. Dividends are a major factor in reducing overall portfolio risk. A stable dividend acts as a cushion during market downturns, reducing overall portfolio swings. Companies that have consistently increased their dividends tend to be more financially stable, higher-quality businesses, and are more likely to have the ability to pay dividends consistently.
While dividend stocks are primarily known for providing income, they also offer the potential for capital appreciation. Companies that consistently pay and increase dividends over time are often in strong financial health, which can lead to steady growth in their stock prices. Investors may benefit from share price growth while also receiving periodic dividend income, which together form the total return on investment.
Investment income is an important contributor to insurers’ performance. They invest a portion of their premiums. Thus, insurers are direct beneficiaries of a rising rate environment. With a lower rate of return, investment income will suffer. However, a broader invested base will limit the downside.
Insurers should continue to invest heavily in technology to improve scale and efficiencies, while M&A is likely to be on the rise as more insurers seek growth through expansion.
Key Picks for Dividend InvestingTo choose some of the best dividend stocks from the aforementioned industry, we have run the Zacks Stock Screener to identify stocks with a dividend yield in excess of 2% and a sustainable dividend payout ratio of less than 60%, reflecting enough room for future dividend increases. These stocks also have a five-year historical dividend growth rate of more than 2% and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). You can see the complete list of today’s Zacks #1 Rank stocks here.
Let us dig deep into four such stocks.
First American Financial, with a market capitalization of $6.73 billion, provides closing and/or escrow services, home warranty products, and issues title insurance policies on residential and commercial property. FAF sports a Zacks Rank #1 at present.
Banking on strong operational performance, the company distributes wealth to its shareholders via dividends and share buybacks. In the first quarter of 2026, First American repurchased shares for a total of $33 million. The insurer raised its dividend by 2% in September 2025. These make the stock an attractive pick for yield-seeking investors. Its current dividend yields 3.33%, better than the industry average of 0.2%. The insurer’s payout ratio is 34, with a five-year dividend growth rate of 2.42%. (Check FAF’s dividend history here).
Rising home prices and steady refinancing activity should benefit First American as it stays focused on strengthening its core title business. It has been actively pursuing acquisitions, strengthening distribution relationships, and widening its international presence. Continued investment in long-term strategic initiatives, including the expansion of title plant assets and the upgrade of technology solutions to increase efficiency, bodes well.
Radian, with a market capitalization of $4.61 billion, is a niche player in the P&C markets, with a focus on specialized commercial products for businesses. RDN carries a Zacks Rank #2.
Riding on continued financial strength and flexibility, Radian declared a 4.1% increase in quarterly dividend in the first quarter of 2025. This marks the sixth consecutive year that the company has raised its quarterly dividend, which has more than doubled over the past five years. Its current dividend yield of 2.9% betters the industry average of 2.5%. The insurer’s payout ratio is 22, with a five-year dividend growth rate of 12.9%. (Check RDN’s dividend history here).
Radian remains focused on improving its mortgage insurance portfolio to drive long-term earnings growth. Its superior mortgage insurance portfolio is expected to create a strong foundation for future earnings. Business restructuring intensifies its focus on core business and services with higher growth potential, ensuring a predictable and recurring fee-based revenue stream. Radian Group maintains a solid balance sheet with sufficient liquidity and strong cash flows that help Radian Group to deploy capital via share repurchases and dividend hikes that enhance shareholders’ value.
American Financial Group, with a market capitalization of $11 billion, is a niche player in the P&C markets, with a focus on specialized commercial products for businesses. AFG carries a Zacks Rank #2 at present.
AFG has a long history of returning capital through regular and special dividends and share repurchases, and it has increased its dividend in each of the last 20 years. The insurer raised the dividend 10% beginning in October 2025 and paid a special dividend in the first quarter of 2026. Its current dividend yields 2.6%, better than the industry average of 0.2%. The insurer also pays special dividends. The insurer’s payout ratio is 32, with a five-year dividend growth rate of 12.5%. (Check AFG’s dividend history here).
AFG’s robust operating profitability at the P&C segment, a stellar investment performance and effective capital management support effective shareholders’ return. It expects operations to continue to generate significant excess capital, which provides ample opportunity for additional share repurchases or special dividends over the next year.
Cincinnati Financial, with a market capitalization of $25.74 billion, markets property and casualty insurance. It carries a Zacks Rank #3.
Through 2024, the company had increased the annual cash dividend rate for 65 consecutive years, a record that is believed to be matched by only seven other U.S. publicly traded companies. In January 2026, the board increased the regular quarterly dividend by 8%, setting the stage for the 66th consecutive year of increasing cash dividends. Its current dividend yields 2.3%, better than the industry average of 0.2%. The insurer’s payout ratio is 37, with a five-year dividend growth rate of 8.35%. The dividend increases reflected strong operating performance and signaled management's and the board's positive outlook and confidence in outstanding capital, liquidity and financial flexibility (Check CINF’s dividend history here).
Cincinnati Financial continues to grow through a disciplined expansion of Cincinnati Re, which is making a nice contribution to its overall earnings, better pricing, strong renewal, solid retention and exposure growth. A higher volume of written policies with a focus on earning new business through an agent-focused business model should drive long-term growth. It is building an agent network to sell its policies. This is because an agent-driven business is proving to be a more effective driver of growth and, therefore, holds promise for the long term.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks.
Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.
One stock to keep an eye on is First American Financial (FAF - Free Report) . FAF is currently sporting a Zacks Rank #1 (Strong Buy) and an A for Value. The stock has a Forward P/E ratio of 11.43. This compares to its industry's average Forward P/E of 26.04. FAF's Forward P/E has been as high as 15.32 and as low as 9.75, with a median of 11.61, all within the past year.
Another notable valuation metric for FAF is its P/B ratio of 1.31. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. This stock's P/B looks solid versus its industry's average P/B of 1.38. FAF's P/B has been as high as 1.43 and as low as 1.08, with a median of 1.29, over the past year.
Value investors also love the P/S ratio, which is calculated by simply dividing a stock's price with the company's sales. This is a popular metric because sales are harder to manipulate on an income statement, so they are often considered a better performance indicator. FAF has a P/S ratio of 0.86. This compares to its industry's average P/S of 1.2.
These are only a few of the key metrics included in First American Financial's strong Value grade, but they help show that the stock is likely undervalued right now. When factoring in the strength of its earnings outlook, FAF looks like an impressive value stock at the moment.
Investors looking for stocks in the Technology Services sector might want to consider either JBT Marel (JBTM) or Enpro (NPO). But which of these two stocks offers value investors a better bang for their buck right now?
The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Enpro (NPO - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.
Enpro is one of 238 companies in the Business Services group. The Business Services group currently sits at #13 within the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.
The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. Enpro is currently sporting a Zacks Rank of #2 (Buy).
Within the past quarter, the Zacks Consensus Estimate for NPO's full-year earnings has moved 0.6% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.
Based on the latest available data, NPO has gained about 15.5% so far this year. In comparison, Business Services companies have returned an average of -10.3%. This means that Enpro is outperforming the sector as a whole this year.
Another stock in the Business Services sector, Remitly Global, Inc. (RELY - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 10.5%.
The consensus estimate for Remitly Global, Inc.'s current year EPS has increased 45.6% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).
Looking more specifically, Enpro belongs to the Technology Services industry, which includes 109 individual stocks and currently sits at #188 in the Zacks Industry Rank. Stocks in this group have lost about 11.4% so far this year, so NPO is performing better this group in terms of year-to-date returns.
On the other hand, Remitly Global, Inc. belongs to the Financial Transaction Services industry. This 37-stock industry is currently ranked #148. The industry has moved -12.1% year to date.
Investors interested in the Business Services sector may want to keep a close eye on Enpro and Remitly Global, Inc. as they attempt to continue their solid performance.
Congress Asset Management Co. lifted its position in shares of Enpro Inc. (NYSE: NPO) by 7.3% in the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 376,272 shares of the industrial products company's stock after acquiring an additional 25,715 shares during the period. Congress Asset Management Co.
Investors with an interest in Technology Services stocks have likely encountered both JBT Marel (JBTM) and Enpro (NPO). But which of these two companies is the best option for those looking for undervalued stocks?
Aberdeen Group plc lessened its position in Enpro Inc. (NYSE:NPO – Free Report) by 21.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 95,771 shares of the industrial products company’s stock after selling 26,146 shares during the period. Aberdeen Group plc owned approximately 0.45% of Enpro worth $20,507,000 at the end of the most recent reporting period.
Other large investors have also bought and sold shares of the company. Westfuller Advisors LLC bought a new stake in Enpro in the third quarter worth about $25,000. Trust Co. of Vermont bought a new stake in Enpro during the fourth quarter worth approximately $32,000. Private Trust Co. NA boosted its holdings in Enpro by 98.6% during the third quarter. Private Trust Co. NA now owns 147 shares of the industrial products company’s stock worth $33,000 after buying an additional 73 shares in the last quarter. Jones Financial Companies Lllp grew its position in Enpro by 236.4% in the third quarter. Jones Financial Companies Lllp now owns 148 shares of the industrial products company’s stock worth $33,000 after buying an additional 104 shares during the last quarter. Finally, EverSource Wealth Advisors LLC grew its holdings in shares of Enpro by 36.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 192 shares of the industrial products company’s stock worth $37,000 after acquiring an additional 51 shares during the last quarter. Institutional investors own 98.31% of the company’s stock.
Wall Street Analyst Weigh In A number of equities research analysts have recently issued reports on the company. Wall Street Zen lowered Enpro from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. KeyCorp lifted their target price on shares of Enpro from $260.00 to $310.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. Oppenheimer boosted their price target on shares of Enpro from $240.00 to $285.00 and gave the company an “outperform” rating in a report on Thursday, February 19th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Enpro in a research report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $297.50.
Check Out Our Latest Stock Analysis on Enpro
Insider Buying and Selling In other news, EVP Robert Savage Mclean sold 2,000 shares of the stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $277.50, for a total transaction of $555,000.00. Following the transaction, the executive vice president owned 29,909 shares of the company’s stock, valued at approximately $8,299,747.50. This represents a 6.27% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director John Humphrey sold 1,300 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $268.69, for a total value of $349,297.00. Following the completion of the transaction, the director directly owned 3,200 shares in the company, valued at $859,808. The trade was a 28.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 9,660 shares of company stock worth $2,653,220. Insiders own 1.60% of the company’s stock.
Enpro Trading Down 0.3% NYSE:NPO opened at $251.52 on Monday. The company has a market capitalization of $5.31 billion, a P/E ratio of 133.08, a P/E/G ratio of 1.91 and a beta of 1.54. The stock’s 50 day moving average price is $256.27 and its 200 day moving average price is $234.98. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.50 and a current ratio of 2.32. Enpro Inc. has a 52 week low of $133.50 and a 52 week high of $286.35.
Enpro (NYSE:NPO – Get Free Report) last posted its earnings results on Wednesday, February 18th. The industrial products company reported $1.99 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.91 by $0.08. Enpro had a net margin of 3.54% and a return on equity of 11.16%. The firm had revenue of $295.40 million during the quarter, compared to analysts’ expectations of $280.50 million. During the same period in the previous year, the company earned $1.57 earnings per share. The company’s revenue was up 14.3% compared to the same quarter last year. Enpro has set its FY 2026 guidance at 8.500-9.200 EPS. On average, research analysts forecast that Enpro Inc. will post 7.38 EPS for the current fiscal year.
Enpro Increases Dividend The business also recently declared a quarterly dividend, which was paid on Wednesday, March 18th. Stockholders of record on Wednesday, March 4th were paid a dividend of $0.32 per share. This is a boost from Enpro’s previous quarterly dividend of $0.31. The ex-dividend date was Wednesday, March 4th. This represents a $1.28 annualized dividend and a dividend yield of 0.5%. Enpro’s dividend payout ratio is currently 67.72%.
About Enpro (Free Report)
Enpro Group, Inc (NYSE: NPO) is a global industrial technology company specializing in engineered products designed to perform in critical and harsh environments. The company’s product portfolio spans proprietary bearing materials and surface enhancement technologies, high-performance sealing solutions, and fluid handling components. Enpro’s offerings are tailored for markets such as semiconductor manufacturing, aerospace, energy, chemical processing, life sciences and general industrial applications.
Formed in December 2002 as a spin-off from the aerospace and defense supplier Goodrich Corporation, Enpro has grown through a combination of targeted acquisitions and focused organic investment in research and development.
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Investors with an interest in Technology Services stocks have likely encountered both JBT Marel (JBTM - Free Report) and Enpro (NPO - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.
There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.
JBT Marel has a Zacks Rank of #2 (Buy), while Enpro has a Zacks Rank of #3 (Hold) right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that JBTM has an improving earnings outlook. But this is just one piece of the puzzle for value investors.
Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.
Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.
JBTM currently has a forward P/E ratio of 15.69, while NPO has a forward P/E of 30.60. We also note that JBTM has a PEG ratio of 1.36. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. NPO currently has a PEG ratio of 2.04.
Another notable valuation metric for JBTM is its P/B ratio of 1.5. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, NPO has a P/B of 3.71.
These are just a few of the metrics contributing to JBTM's Value grade of B and NPO's Value grade of C.
JBTM sticks out from NPO in both our Zacks Rank and Style Scores models, so value investors will likely feel that JBTM is the better option right now.
CHARLOTTE, N.C.--(BUSINESS WIRE)--Enpro Inc. (NYSE: NPO) will release financial results for the first quarter of 2026 on Tuesday, May 5, at 6:30 a.m. Eastern Time. Eric Vaillancourt, President and Chief Executive Officer, and Joe Bruderek, Executive Vice President and Chief Financial Officer, will host a conference call to review the company’s performance at 8:30 a.m. Eastern Time.
The conference call will be webcast live at https://www.enpro.com, and may also be accessed via telephone at 1-877-407-0832, using the code 13750602. The webcast and telephone line will open approximately 10 minutes before the call. First quarter 2026 financial results and an accompanying slide presentation will be available on the company’s website.
About Enpro
Enpro is a leading industrial technology company focused on critical applications across many end-markets, including semiconductor, industrial process, commercial vehicle, sustainable power generation, aerospace, food and biopharma, photonics and life sciences. Headquartered in Charlotte, North Carolina, Enpro is listed on the New York Stock Exchange under the symbol “NPO”. For more information, visit the company’s website at https://www.enpro.com.
CHARLOTTE, N.C.--(BUSINESS WIRE)--Enpro Inc. (NYSE: NPO) today declared a quarterly dividend of $0.32 per share. The dividend is payable on June 17, 2026, to shareholders of record as of the close of business on June 3, 2026.
About Enpro
Enpro is a leading industrial technology company focused on critical applications across many end-markets, including semiconductor, industrial process, commercial vehicle, sustainable power generation, aerospace, food and biopharma, photonics and life sciences. Headquartered in Charlotte, North Carolina, Enpro is listed on the New York Stock Exchange under the symbol “NPO”. For more information about Enpro, visit the company’s website at https://www.enpro.com.
CHARLOTTE, N.C.--(BUSINESS WIRE)--Enpro Inc. (NYSE: NPO) will participate in the Oppenheimer 21st Annual Industrial Growth Conference on Thursday, May 7, 2026. Joe Bruderek, Executive Vice President and Chief Financial Officer, will present virtually at 11:15 a.m. Eastern Time. The webcast presentation will be available on the company’s website, https://www.enpro.com.
About Enpro Inc.
Enpro is a leading industrial technology company focused on critical applications across many end-markets, including semiconductor, industrial process, commercial vehicle, sustainable power generation, aerospace, food and biopharma, photonics and life sciences. Headquartered in Charlotte, North Carolina, Enpro is listed on the New York Stock Exchange under the symbol “NPO”. For more information, visit the company’s website at https://www.enpro.com.
CHARLOTTE, N.C.--(BUSINESS WIRE)--Enpro Inc. (NYSE: NPO) today announced its financial results for the first quarter ended March 31, 2026.
“Stronger semiconductor industry demand, steady performance in Sealing Technologies, and the contribution from recent acquisitions drove 11% revenue growth during the quarter," said Eric Vaillancourt, President and Chief Executive Officer. "Our position on the leading-edge as semiconductor capital equipment demand accelerates has bolstered the outlook for our AST segment, and we continue to expect solid performance in Sealing Technologies despite ongoing softness in commercial vehicle demand and international industrial markets. In light of this positive momentum, our solid first quarter performance and improving order trends that we believe will sustain through the year, we are raising our 2026 guidance ranges."
"Growth investments continue throughout the organization, and our colleagues are motivated to execute on our strategic roadmap in the second year of Enpro 3.0.," Mr. Vaillancourt continued. "Our teams are focused on delivering our leading-edge suite of products and solutions for our customers while remaining focused on our multi-year strategy to drive significant enterprise value creation for all stakeholders."
Financial Highlights
(Dollars in millions except per share data)
Three Months Ended
March 31,
2026
2025
Change
Net sales
$
303.0
$
273.2
10.9
%
Net income
$
27.4
$
24.5
11.8
%
Diluted earnings per share
$
1.29
$
1.15
12.2
%
Adjusted net income*
$
45.6
$
40.3
13.2
%
Adjusted diluted earnings per share*
$
2.14
$
1.90
12.6
%
Adjusted EBITDA*
$
76.4
$
67.8
12.7
%
Adjusted EBITDA margin*
25.2
%
24.8
%
*Non-GAAP measure. See the attached tables for adjustments and reconciliations of historical non-GAAP measures to comparable GAAP measures. Because of the forward-looking nature of non-GAAP guidance measures, reconciliations of such measures are not presented. Such non-GAAP guidance measures are calculated in a manner consistent with the historical presentation of these measures in the attached tables.
First Quarter 2026 Consolidated Results
Sales of $303.0 million increased 10.9% compared to last year. Excluding foreign exchange translation and contributions from the AlpHa Measurement Solutions and Overlook Industries acquisitions completed in the fourth quarter of 2025, sales increased 3.6%. Improved demand for semiconductor products and solutions, strength in nuclear and compositional analysis applications, as well as strategic pricing initiatives and firm general industrial markets domestically, more than offset slow commercial vehicle demand in North America and tepid general industrial sales internationally.
Corporate expense of $13.7 million in the first quarter of 2026 increased from $11.3 million last year primarily due to higher incentive compensation accruals and $1.2 million in restructuring costs.
Net income was $27.4 million, compared to $24.5 million last year. Diluted earnings per share were $1.29, compared to $1.15 in the prior year. Operating leverage from revenue growth was partially offset by increased expenses supporting growth initiatives.
Adjusted net income* of $45.6 million increased 13.2% compared to the first quarter of 2025 and adjusted diluted earnings per share* increased 12.6% to $2.14, versus $1.90 last year.
Adjusted EBITDA* of $76.4 million, or 25.2% of total sales, increased 12.7% year-over-year. Higher sales drove the increase, offset in part by increased operating expenses supporting growth initiatives.
First Quarter 2026 Segment Highlights
Sealing Technologies - Safeguarding environments with critical applications in diverse end markets — Garlock, STEMCO, and Technetics Group
Three Months Ended
March 31,
(Dollars in millions)
2026
2025
Change
Sales
$199.0
$179.6
10.8%
Adjusted segment EBITDA
$64.6
$58.7
10.1%
Adjusted segment EBITDA margin
32.5%
32.7%
Sales increased 10.8% over last year. Excluding foreign exchange translation and contributions from the acquisitions of AlpHa Measurement Solutions and Overlook Industries completed in the fourth quarter of 2025, sales decreased 0.4%. Strength in nuclear solutions, space, and compositional analysis applications, as well as strategic pricing initiatives, were offset by reduced demand in commercial vehicle markets and slow general industrial sales internationally. Food and biopharma and domestic general industrial demand remained firm. Adjusted segment EBITDA of $64.6 million was up 10.1% year-over-year, with adjusted segment EBITDA margin remaining strong at 32.5%. Excluding foreign exchange translation and contributions from recently completed acquisitions, adjusted segment EBITDA increased 1.2%. Advanced Surface Technologies - Leading edge precision manufacturing, coatings, cleaning and refurbishment solutions and innovative optical coatings — NxEdge, Technetics Semi, LeanTeq, and Alluxa
Three Months Ended
March 31,
(Dollars in millions)
2026
2025
Change
Sales
$104.2
$93.8
11.1%
Adjusted segment EBITDA
$24.3
$20.5
18.5%
Adjusted segment EBITDA margin
23.3%
21.9%
Sales increased 11.1% organically. Strong performance in leading-edge precision cleaning solutions and improved demand for semiconductor capital equipment were the primary growth drivers. Adjusted segment EBITDA increased 18.5%. Strong sales growth, as well as investment in inventory ahead of the expected acceleration of demand drove improved AST operating leverage during the quarter. Balance Sheet, Cash Flow and Capital Allocation
During the three months ended March 31, 2026, the company generated $39.6 million of cash flow from operating activities and $26.5 million of free cash flow, net of $13.1 million in capital expenditures. This compares to $21.0 million of cash flow from operating activities, or $11.6 million of free cash flow, net of $9.4 million in capital expenditures, in the prior-year period. Higher net income, efficient working capital management, and lower cash taxes were the primary drivers of the strong increase in free cash flow.
During the first quarter, the company paid a regular quarterly dividend of $0.32 per share, with dividend payments totaling $6.9 million for the three months ended March 31, 2026.
Enpro ended the first quarter with total debt of $605.4 million and cash and cash equivalents of $79.2 million and reduced outstanding revolving debt by $50 million during the first quarter, resulting in a net leverage ratio of 1.9x to trailing twelve month adjusted EBITDA.
Quarterly Dividend
Enpro declared a regular quarterly dividend of $0.32 per share on April 29, 2026. The dividend is payable on June 17, 2026, to shareholders of record as of the close of business on June 3, 2026.
2026 Guidance Increase
Enpro is raising guidance for full-year 2026 and now expects revenue growth in the range of 10%-14%, adjusted EBITDA* in the range of $315 million to $330 million and adjusted diluted earnings per share* in the range of $8.85 to $9.50.
This compares to the prior guidance of revenue growth of 8%-12%, adjusted EBITDA* in the range of $305 million to $320 million and adjusted diluted earnings per share* in the range of $8.50 to $9.20 per share.
Conference Call, Webcast Information, and Presentations
Enpro will hold a conference call today, May 5, at 8:30 a.m. Eastern Time to discuss first quarter 2026 financial results. Investors who wish to participate in the call should dial 1-877-407-0832 approximately 10 minutes before the call begins and provide conference access code 13750602. A live audio webcast of the call and accompanying slide presentation will be accessible from the company’s website, https://www.enpro.com. To access the earnings presentation, log on to the webcast by clicking the link on the company’s home page.
Segment Operating Performance Measure
The segment profitability metric used by management to allocate resources and assess segment performance is adjusted segment EBITDA, which is segment revenue reduced by operating expenses and other costs identifiable with the segment, excluding acquisition and divestiture expenses, restructuring costs, impairment charges, non-controlling interest compensation, amortization of the fair value adjustment to acquisition date inventory, and depreciation and amortization. Segment non-operating expenses and income, corporate expenses, net interest expense, and income taxes are not included in the computation of adjusted segment EBITDA. Under U.S. generally accepted accounting principles (“GAAP”), the segment profitability metric used by management to allocate resources and assess segment performance is required to be disclosed in financial statement footnotes, and accordingly such metric as presented for each segment is not deemed to be a non-GAAP measure under applicable regulations of the Securities and Exchange Commission.
Non-GAAP Financial Information
This press release contains financial measures that have not been prepared in conformity with GAAP. They include adjusted net income, adjusted diluted earnings per share, adjusted EBITDA, adjusted EBITDA margin, total adjusted segment EBITDA, and free cash flow. Tables showing the reconciliation of these historical non-GAAP financial measures to the comparable GAAP measures are attached to the release. Adjusted EBITDA and adjusted diluted earnings per share anticipated for full-year 2026 are calculated in a manner consistent with the historical presentation of these measures in the attached tables. Because of the forward-looking nature of these estimates, it is impractical to present quantitative reconciliations of such measures to comparable GAAP measures, and accordingly no such GAAP measures are being presented.
Management believes these non-GAAP metrics are commonly used financial measures for investors to evaluate the company’s operating performance and, when read in conjunction with the company’s consolidated financial statements, present a useful tool to evaluate the company’s ongoing operations and performance from period to period. In addition, these are some of the factors the company uses in internal evaluations of the overall performance of its businesses. Management acknowledges that there are many items that impact a company’s reported results and the adjustments reflected in these non-GAAP measures are not intended to present all items that may have impacted these results. In addition, these non-GAAP measures are not necessarily comparable to similarly titled measures used by other companies.
Forward-Looking Statements and Guidance
Statements in this press release that express a belief, expectation, or intention, including increased 2026 guidance and other statements that are not historical fact, are forward-looking statements under the Private Securities Litigation Reform Act of 1995. They involve a number of risks and uncertainties that may cause actual events and results to differ materially from such forward-looking statements. These risks and uncertainties include, but are not limited to: economic conditions in the markets served by the company’s businesses and the businesses of its customers, some of which are cyclical and experience periodic downturns and may be affected by the imposition or threat of imposition of tariffs; the impact of geopolitical activity on those markets and the global economy, including instabilities associated with the armed conflicts in the Middle East region, and impacts on shipping in that region, and in Ukraine and any conflict or threat of conflict that may affect Taiwan; uncertainties with respect to the imposition, or threat of imposition, of government tariffs, embargoes and other trade protection measures, such as “anti-dumping” duties applicable to classes of products, and import or export licensing requirements, as well as the imposition of trade sanctions against a class of products imported from or sold and exported to, or the loss of “normal trade relations” status with, countries in which the company conducts business, could significantly increase the company’s cost of products or otherwise reduce its sales and harm its business; uncertainties with respect to prices and availability of raw materials, including as a result of instabilities from geopolitical conflicts and the imposition of tariffs; uncertainties with respect to the company’s ability to achieve anticipated growth within the semiconductor, life sciences, and other technology-enabled markets, including uncertainties with respect to the timing of completion of the Arizona facility; the impact of fluctuations in relevant foreign currency exchange rates or unanticipated increases in applicable interest rates; unanticipated delays or problems in introducing new products; the impact from any pending or potential labor disputes; announcements by competitors of new products, services or technological innovations; changes in the company’s pricing policies or the pricing policies of its competitors; risks related to the reliance of the Advanced Surface Technologies segment on a small number of significant customers and the geographic concentration of those customers; uncertainties with respect to the company’s ability to identify and complete business acquisitions consistent with its strategy and to successfully integrate any businesses that it acquires; and uncertainties with respect to the amount of any payments required to satisfy contingent liabilities, including those related to discontinued operations, other divested businesses and discontinued operations of the company’s predecessors, including liabilities for certain products, environmental matters, employee benefit and statutory severance obligations and other matters. Enpro’s filings with the Securities and Exchange Commission, including its most recent Form 10-K report, describe these and other risks and uncertainties in more detail. Enpro does not undertake to update any forward-looking statements made in this press release to reflect any change in management's expectations or any change in the assumptions or circumstances on which such statements are based.
Full-year guidance is subject to the risks and uncertainties discussed above and specifically excludes changes in the number of shares outstanding, impacts from future acquisitions, dispositions and related transaction costs, restructuring costs and the impact of changes in foreign exchange rates, in each case subsequent to March 31, 2026, and any incremental impact on demands and costs arising from tariffs announced, or trade tensions arising, subsequent to May 4, 2026.
About Enpro Inc.
Enpro is a leading industrial technology company focused on critical applications across many end-markets, including semiconductor, industrial process, commercial vehicle, sustainable power generation, aerospace, food and biopharma, photonics, and life sciences. Headquartered in Charlotte, North Carolina, Enpro is listed on the New York Stock Exchange under the symbol “NPO”. For more information, visit the company’s website at https://www.enpro.com.
APPENDICES
Consolidated Financial Information and Reconciliations
Enpro Inc.
Consolidated Statements of Operations (Unaudited)
For the Three Months Ended March 31, 2026 and 2025
(In Millions, Except Per Share Data)
2026
2025
Net sales
$
303.0
$
273.2
Cost of sales
173.0
155.0
Gross profit
130.0
118.2
Operating expenses:
Selling, general and administrative
85.3
75.8
Other
1.2
0.6
Total operating expenses
86.5
76.4
Operating income
43.5
41.8
Interest expense
(9.4
)
(9.2
)
Interest income
0.6
1.2
Other expense
(0.8
)
(1.5
)
Income before income taxes
33.9
32.3
Income tax expense
(6.5
)
(7.8
)
Net income
$
27.4
$
24.5
Basic earnings per share
$
1.30
$
1.16
Average common shares outstanding
21.1
21.0
Diluted earnings per share
$
1.29
$
1.15
Average common shares outstanding
21.3
21.2
Enpro Inc.
Consolidated Statements of Cash Flows (Unaudited)
For the Three Months Ended March 31, 2026 and 2025
(In Millions)
2026
2025
Operating activities
Net income
$
27.4
$
24.5
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation
6.7
6.0
Amortization
20.8
19.2
Deferred income taxes
(0.6
)
(0.6
)
Stock-based compensation
4.1
3.3
Other non-cash adjustments
2.3
2.4
Change in assets and liabilities, net of effects of acquisition:
Accounts receivable, net
(30.0
)
(27.1
)
Inventories
(5.5
)
3.3
Accounts payable
13.7
(3.3
)
Other current assets and liabilities
1.2
(11.7
)
Other non-current assets and liabilities
(0.5
)
5.0
Net cash provided by operating activities
39.6
21.0
Investing activities
Purchases of property, plant and equipment
(12.2
)
(8.0
)
Payments for capitalized internal-use software
(0.9
)
(1.4
)
Redemption of short-term investments
3.4
—
Proceeds from sale of property, plant, and equipment
0.1
—
Other
1.0
—
Net cash used in investing activities
(8.6
)
(9.4
)
Financing activities
Repayments of debt
(50.1
)
(4.0
)
Dividends paid
(6.9
)
(6.6
)
Incentive plan activity
(9.2
)
(2.7
)
Net cash used in financing activities
(66.2
)
(13.3
)
Effect of exchange rate changes on cash and cash equivalents
(0.3
)
5.7
Net increase (decrease) in cash and cash equivalents
(35.5
)
4.0
Cash and cash equivalents at beginning of period
114.7
236.3
Cash and cash equivalents at end of period
$
79.2
$
240.3
Supplemental disclosures of cash flow information:
Cash paid during the period for:
Interest
$
2.9
$
4.3
Income taxes, net of refunds
$
0.9
$
6.6
Enpro Inc.
Consolidated Balance Sheets (Unaudited)
As of March 31, 2026 and December 31, 2025
(In Millions)
March 31,
December 31,
2026
2025
Current assets
Cash and cash equivalents
$
79.2
$
114.7
Accounts receivable, net
163.8
134.1
Inventories
158.7
153.8
Prepaid expenses and other current assets
31.5
35.1
Total current assets
433.2
437.7
Property, plant and equipment, net
221.3
221.5
Goodwill
1,066.9
1,064.8
Other intangible assets, net
803.2
823.5
Other assets
110.9
115.5
Total assets
$
2,635.5
$
2,663.0
Current liabilities
Current maturities of long-term debt
$
0.2
$
0.2
Accounts payable
80.2
71.6
Accrued expenses
116.1
116.9
Total current liabilities
196.5
188.7
Long-term debt
605.2
655.1
Deferred taxes
144.2
143.4
Other liabilities
126.9
131.9
Total liabilities
1,072.8
1,119.1
Shareholders’ equity
Common stock
0.2
0.2
Additional paid-in capital
329.2
333.3
Retained earnings
1,210.3
1,189.7
Accumulated other comprehensive income
24.2
21.9
Common stock held in treasury, at cost
(1.2
)
(1.2
)
Total shareholders’ equity
1,562.7
1,543.9
Total liabilities and equity
$
2,635.5
$
2,663.0
Enpro Inc.
Segment Information (Unaudited)
For the Three Months Ended March 31, 2026 and 2025
(Dollars In Millions)
Sales
2026
2025
Sealing Technologies
$
199.0
$
179.6
Advanced Surface Technologies
104.2
93.8
303.2
273.4
Less: intersegment sales
(0.2
)
(0.2
)
$
303.0
$
273.2
Net income
$
27.4
$
24.5
Earnings before interest, income taxes, depreciation,
amortization and other selected items (Adjusted Segment EBITDA)
2026
2025
Sealing Technologies
$
64.6
$
58.7
Advanced Surface Technologies
24.3
20.5
$
88.9
$
79.2
Adjusted Segment EBITDA Margin
2026
2025
Sealing Technologies
32.5
%
32.7
%
Advanced Surface Technologies
23.3
%
21.9
%
29.3
%
29.0
%
Reconciliation of Income, Net of Tax to Adjusted Segment EBITDA
2026
2025
Net income
$
27.4
$
24.5
Income tax expense
(6.5
)
(7.8
)
Income before income taxes
33.9
32.3
Acquisition expenses
1.0
0.2
Amortization of the fair value adjustment to acquisition date inventory
3.2
—
Restructuring expense
—
0.7
Depreciation and amortization expense
27.5
25.2
Corporate expenses
13.7
11.3
Interest expense, net
8.8
8.0
Other expense, net
0.8
1.5
Adjusted segment EBITDA
$
88.9
$
79.2
Adjusted segment EBITDA is total segment revenue reduced by operating expenses and other costs identifiable with the segment, excluding acquisition expenses, restructuring expense, net, amortization of the fair value adjustment to acquisition date inventory, and depreciation and amortization.
Corporate expenses include general corporate administrative costs. Corporate expenses also include $1.2 million of restructuring expense for the three months ended March 31, 2026. Non-operating expenses not directly attributable to the segments, corporate expenses, net interest expense, and income taxes are not included in the computation of adjusted segment EBITDA. The accounting policies of the reportable segments are the same as those for the Company.
Enpro Inc.
Adjusted Segment EBITDA Reconciling Items by Segment (Unaudited)
For the Three Months Ended March 31, 2026 and 2025
(In Millions)
2026
Sealing
Technologies
Advanced
Surface
Technologies
Total
Segments
Acquisition expense
$
1.0
$
—
$
1.0
Amortization of the fair value adjustment to acquisition inventory
$
3.2
$
—
$
3.2
Depreciation and amortization expense
$
11.2
$
16.3
$
27.5
2025
Sealing
Technologies
Advanced
Surface
Technologies
Total
Segments
Acquisition expenses
$
0.2
$
—
$
0.2
Restructuring expense
$
—
$
0.7
$
0.7
Depreciation and amortization expense
$
8.2
$
17.0
$
25.2
Enpro Inc.
Reconciliation of Net Income to Adjusted Net Income and Adjusted Diluted Earnings Per Share (Unaudited)
For the Three Months Ended March 31, 2026 and 2025
(In Millions, Except Per Share Data)
2026
2025
$
Average
common
shares outstanding,
diluted
Per
Share
$
Average
common
shares
outstanding,
diluted
Per
Share
Net income
$
27.4
21.3
$
1.29
$
24.5
21.2
$
1.15
Income tax expense
6.5
7.8
Income before income taxes
33.9
32.3
Adjustments from selling, general, and administrative:
Acquisition expenses
1.0
0.2
Amortization of acquisition-related intangible assets
20.6
19.1
Adjustments from other operating expense and cost of sales:
Restructuring expense
1.2
0.6
Amortization of the fair value adjustment to acquisition date inventory
3.2
—
Adjustments from other non-operating expense:
Costs associated with previously disposed businesses
0.6
0.3
Pension expense - non-service cost
0.1
0.8
Other adjustments:
Other
0.2
0.4
Adjusted income before income taxes
60.8
53.7
Adjusted income tax expense
(15.2
)
(13.4
)
Adjusted net income
$
45.6
21.3
$
2.14
1
$
40.3
21.2
$
1.90
1
Management of the Company believes that it would be helpful to the readers of the financial statements to understand the impact of certain selected items on the Company's reported income and diluted earnings per share, including items that may recur from time to time. The items adjusted for in this schedule are those that are excluded by management in budgeting or projecting for performance in future periods, as they typically relate to events specific to the period in which they occur. This presentation enables readers to better compare Enpro Inc. to other diversified industrial technology companies that do not incur the sporadic impact of restructuring activities, costs associated with previously disposed of businesses, acquisitions, or other selected items.
Management acknowledges that there are many items that impact a company's reported results and this list is not intended to present all items that may have impacted these results.
The adjusted income tax expense presented above is calculated using a normalized company-wide effective tax rate excluding discrete items of 25.0%. Per share amounts were calculated by dividing by the weighted-average shares of diluted common stock outstanding during the periods.
1Adjusted diluted earnings per share, which amounts were calculated by dividing by the weighted-average shares of diluted common stock outstanding during the periods.
Enpro Inc.
Reconciliation of Net Income to Adjusted EBITDA (Unaudited)
For the Three Months Ended March 31, 2026 and 2025
(In Millions)
2026
2025
Net income
$
27.4
$
24.5
Adjustments to arrive at earnings before interest, income taxes, depreciation, amortization, and other selected items (Adjusted EBITDA):
Interest expense, net
8.8
8.0
Income tax expense
6.5
7.8
Depreciation and amortization expense
27.5
25.2
Restructuring expense
1.2
0.6
Costs associated with previously disposed businesses
0.6
0.3
Acquisition expenses
1.0
0.2
Pension expense - non-service cost
0.1
0.8
Amortization of the fair value adjustment to acquisition date inventory
3.2
—
Other
0.1
0.4
Adjusted EBITDA
$
76.4
$
67.8
Enpro Inc.
Reconciliation of Free Cash Flow (Unaudited)
(In Millions)
Free Cash Flow - Three Months Ended March 31, 2026
Net cash provided by operating activities
$
39.6
Purchases of property, plant, and equipment
(12.2
)
Payments for capitalized internal-use software
(0.9
)
Free cash flow
$
26.5
Free Cash Flow - Three Months Ended March 31, 2025
Enpro (NPO - Free Report) came out with quarterly earnings of $2.14 per share, beating the Zacks Consensus Estimate of $2.08 per share. This compares to earnings of $1.9 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.89%. A quarter ago, it was expected that this industrial products maker would post earnings of $1.91 per share when it actually produced earnings of $1.99, delivering a surprise of +4.19%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Enpro, which belongs to the Zacks Technology Services industry, posted revenues of $303 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.3%. This compares to year-ago revenues of $273.2 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Enpro shares have added about 35.2% since the beginning of the year versus the S&P 500's gain of 5.2%.
What's Next for Enpro?While Enpro has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Enpro was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.31 on $319.75 million in revenues for the coming quarter and $8.88 on $1.26 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the bottom 30% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Full Truck Alliance Co. Ltd. Sponsored ADR (YMM - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 21.
This company is expected to post quarterly earnings of $0.13 per share in its upcoming report, which represents a year-over-year change of -27.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Full Truck Alliance Co. Ltd. Sponsored ADR's revenues are expected to be $403.53 million, up 8.5% from the year-ago quarter.
Investors with an interest in Technology Services stocks have likely encountered both Full Truck Alliance Co. Ltd. Sponsored ADR (YMM - Free Report) and Enpro (NPO - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.
Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.
Right now, both Full Truck Alliance Co. Ltd. Sponsored ADR and Enpro are sporting a Zacks Rank of #2 (Buy). Investors should feel comfortable knowing that both of these stocks have an improving earnings outlook since the Zacks Rank favors companies that have witnessed positive analyst estimate revisions. However, value investors will care about much more than just this.
Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.
Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.
YMM currently has a forward P/E ratio of 13.25, while NPO has a forward P/E of 33.79. We also note that YMM has a PEG ratio of 0.80. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. NPO currently has a PEG ratio of 2.25.
Another notable valuation metric for YMM is its P/B ratio of 1.6. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, NPO has a P/B of 4.06.
These are just a few of the metrics contributing to YMM's Value grade of A and NPO's Value grade of D.
Both YMM and NPO are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that YMM is the superior value option right now.
