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Option Care Health shares lose more than 25% on April 30, 2026, after Q1 2026 revenue falls short of Wall Street expectations and the Company cuts full-year guidance.

, /PRNewswire/ -- Investors who held Option Care Health (NASDAQ: OPCH) shares saw the stock drop 25%-30% after the Company reported Q1 2026 revenue that missed consensus estimates and slashed its FY 2026 revenue outlook from $5.8 billion-$6.0 billion down to $5.675 billion-$5.775 billion. Shareholders who lost money on OPCH are encouraged to submit their information to discuss their legal rights. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

The Q1 2026 earnings report revealed a revenue shortfall against analyst expectations. The Company simultaneously reduced its FY 2026 revenue guidance by up to 3.75% -- a cut of as much as $225 million from the top end of its prior range. The revised outlook of $5.675 billion-$5.775 billion represented a sharp departure from the $5.8 billion-$6.0 billion range that CEO John Rademacher and CFO Meenal Sethna had reaffirmed just 65 days earlier on the Q4 2025 earnings call on February 24, 2026.

The Company cited increased headwinds from the Stelara biosimilar conversion as a contributing factor. On February 24, 2026, CFO Sethna had quantified this headwind at $25 million-$35 million for FY 2026. By April 30, the headwind had increased to $55 million, as "the number of Stelara patients converting to some other therapy" was below expectations, leading to a drop in census and revenue expectations. The projected "400 basis point revenue growth headwind" had quickly jumped to "600 basis points" of CID portfolio headwinds.

If you purchased Option Care Health shares and suffered a loss, click here to discuss your legal rights with Levi & Korsinsky.  You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

ABOUT THE FIRM -- For over two decades, Levi & Korsinsky has represented shareholders in securities investigations and actions. Ranked in ISS Top 50 for seven consecutive years.

Frequently Asked Questions About the OPCH Investigation

Q: How much did OPCH stock drop?  A: Shares fell over 25% on April 30, 2026, after the Company reported a Q1 revenue miss and cut FY 2026 revenue guidance by up to 3.75%. Investors who purchased shares at higher prices may be entitled to recovery.

Q: Which statements are being investigated as potentially misleading?  A: The investigation concerns whether Option Care Health made materially false or misleading statements regarding its FY 2026 revenue outlook and the adequacy of its disclosed headwinds. When actual results diverged sharply from prior guidance, the stock price declined significantly.

Q: Who is eligible to participate in the OPCH investigation?  A: Investors who purchased OPCH stock and suffered financial losses may be eligible. Eligibility is based on purchase history and documented losses -- not on whether you still hold the shares.

Q: What do OPCH investors need to do right now?  A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible to participate in the investigation.

Q: What if I already sold my OPCH shares -- can I still recover losses?  A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought OPCH and sold at a loss may still participate in the investigation.

Q: What does it cost me to participate?  A: Nothing. Securities investigations are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.

Q: Has Levi & Korsinsky handled similar cases before?  A: Yes, including securities investigations involving revenue guidance revisions, earnings misrepresentation, and executive misconduct across numerous industries.

CONTACT:\
Levi & Korsinsky, LLP\
Joseph E. Levi, Esq.\
Ed Korsinsky, Esq.\
33 Whitehall Street, 27th Floor\
New York, NY 10004\ 
[email protected] \
Tel: (212) 363-7500\
Fax: (212) 363-7171

SOURCE Levi & Korsinsky, LLP

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith continues its investigation on behalf of Option Care Health, Inc. (“Option Care Health” or the “Company”) (NASDAQ: OPCH) investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN OPTION CARE HEALTH, INC. (OPCH), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. Contact the Law Offices of Howard G. Smith to discuss.

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, continues its investigation on behalf of Option Care Health, Inc. (“Option Care Health” or the “Company”) (NASDAQ: OPCH) investors concerning the Company's possible violations of the federal securities laws.IF YOU ARE AN INVESTOR WHO LOST MONEY ON OPTION CARE HEALTH, INC. (OPCH), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.What Happened?On April 30.

On May 29, 2026, Option Care Health Inc OPCH shares fell 3.2%, closing at $20.88. The stock has seen considerable volatility over the past year, with a 52-week high of $36.80 and a low of $18.01.

GF Value™ verdict: Currently priced at $20.88, OPCH is estimated to be 47.9% undervalued compared to its GF Value™ of $40.10. GF Score™ of 81/100 indicates a strong overall ranking, suggesting solid potential for long-term returns. Notable insider activity, with insiders purchasing $1.9 million worth of shares in the last three months, indicating confidence in the company's future. Is OPCH Overvalued or Undervalued? With a GF Value™ of $40.10, Option Care Health Inc OPCH is significantly undervalued at its current price of $20.88. This represents a substantial margin of safety of 47.9%, indicating a potential opportunity for investors. The GF Valuation label suggests that the stock is not only undervalued but also presents a favorable entry point, assuming the company's fundamentals support future growth. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

Despite the attractive valuation, it is essential to consider the risks involved. The stock has experienced significant declines in recent months, with a year-to-date drop of 34.5%. This downward momentum may deter some investors; however, the underlying value indicated by GF Value™ suggests a divergence between market perception and intrinsic worth.

How Does OPCH's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 16.2x 26.6x Forward P/E 11.4x N/A The current P/E (TTM) of 16.2x is significantly below its 5-year median P/E of 26.6x, indicating that the stock is trading at a valuation that is 39% lower than its historical average. This P/E analysis aligns with the GF Value™ verdict, further reinforcing the notion that OPCH is undervalued compared to its historical trading patterns and future earnings potential.

What Does OPCH's GF Score™ Tell Us? Metric Rating GF Score™ 81/100 Financial Strength 6/10 Profitability 7/10 Growth 9/10 Valuation 4/10 Momentum 4/10 The GF Score™ of 81/100 indicates a robust overall assessment of Option Care Health Inc OPCH , with strong growth potential (9/10) being its standout feature. However, the valuation rank of 4/10 suggests some concerns regarding its current pricing relative to earnings. The financial strength of 6/10 and profitability rank of 7/10 indicate a stable financial position, but the lower momentum rank may reflect recent market performance challenges.

What Are Insiders Doing with OPCH Stock? In the past three months, insiders have demonstrated confidence in Option Care Health Inc by purchasing $1.9 million worth of shares, with no recorded sales. This pattern of insider buying can be a positive signal, suggesting that those with the most intimate knowledge of the company believe in its future prospects. Such actions often reflect a belief in the underlying value and potential for recovery or growth, despite the current market pressures.

What This Means for Investors Based on the GF Value™ assessment indicating that OPCH is 47.9% undervalued, the stock presents a potential opportunity for investors looking for value plays in the healthcare sector. However, the recent price performance and market volatility warrant a cautious approach, considering the risks inherent in the current market environment.

For the complete analysis, visit the Option Care Health Inc OPCH stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is OPCH's GF Score™?

OPCH's GF Score™ is 81/100, indicating a strong overall ranking that suggests solid potential for long-term returns based on key performance metrics.

Is OPCH overvalued or undervalued?

According to the GF Value™ assessment, OPCH is undervalued at its current price of $20.88, which is significantly below its estimated fair value of $40.10.

What is OPCH's P/E ratio?

OPCH has a P/E (TTM) of 16.2x, which is considerably lower than its 5-year median P/E of 26.6x, confirming that the stock is trading at a lower valuation than its historical averages.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

June 04, 2026 07:00 ET  | Source: Option Care Health, Inc.

BANNOCKBURN, Ill., June 04, 2026 (GLOBE NEWSWIRE) -- Option Care Health, Inc. (NASDAQ: OPCH), the nation’s largest independent provider of home and alternate site infusion services, announced the appointment of Robert Okunski as Vice President, Investor Relations effective May 26, 2026.

In this role, Okunski will lead the Company’s investor relations strategy and serve as the primary liaison between Option Care Health and the investment community. He will be responsible for communicating the Company’s business strategy, financial performance, capital allocation priorities and long-term growth opportunities to investors, analysts and other key stakeholders.

“Bob brings more than two decades of investor relations leadership experience across healthcare, technology and energy industries,” said Meenal Sethna, Chief Financial Officer of Option Care Health. “His proven track record of building best-in-class investor relations programs, strengthening investor engagement and enhancing transparency, elevating corporate visibility, will be invaluable as we continue to execute our growth strategy and create long-term shareholder value.”

Okunski joins Option Care Health from Enhabit Home Health & Hospice, where he served as Vice President of Investor Relations. During his tenure, he led the company’s investor relations strategy, enhanced engagement with institutional investors and analysts, and increased the company’s visibility within the investment community.

Prior to Enhabit, Okunski held senior investor relations leadership positions at Velo3D Inc., SunPower Corporation, Spansion Inc. and PeopleSoft.

Okunski holds a Master of Business Administration from Moravian University and a Bachelor of Arts from Colgate University.

About Option Care Health

Option Care Health is the nation’s largest independent provider of home and alternate site infusion services. With over 8,000 team members including more than 5,000 clinicians, we work compassionately to elevate standards of care for patients with acute and chronic conditions in all 50 states. Through our clinical leadership, expertise and national scale, Option Care Health is reimagining the infusion care experience for patients, customers and team members. To learn more, please visit our website at optioncarehealth.com.

For Investor Inquiries:

, /PRNewswire/ -- Erie Indemnity Company (NASDAQ: ERIE) will host a pre-recorded audio webcast with the financial community providing financial results for the first quarter 2026 on Friday, April 24th, at 10 a.m. Eastern Time. Erie Indemnity will issue a press release reporting its results after the close of the market on Thursday, April 23rd.

The pre-recorded audio will be available on the company's Investor Relations website at www.erieinsurance.com/investors

To access the pre-recorded audio via phone, please go to this link (registration link), and you will be provided details. To avoid delays, we encourage participants to dial into the conference call fifteen minutes ahead of the scheduled start time.

To automatically receive Erie Indemnity financial news by email, please visit www.erieinsurance.com and subscribe to email alerts.

About Erie Insurance

Erie Insurance Group, based in Erie, Pennsylvania, is the 11th largest homeowners insurer, 12th largest automobile insurer and 10th largest commercial lines insurer in the United States based on direct premiums written, according to AM Best Company. Founded in 1925, Erie Insurance is a Fortune 500 company and the 16th largest property/casualty insurer in the United States based on net premiums written. Rated A (Excellent) by AM Best, ERIE has nearly seven million policies in force and operates in 12 states and the District of Columbia. News releases and more information are available on ERIE's website at www.erieinsurance.com

SOURCE Erie Indemnity

Net Income was $150.5 million, Earnings per Diluted Share was $2.88

, /PRNewswire/ -- Erie Indemnity Company (NASDAQ: ERIE) today announced financial results for the quarter ending March 31, 2026.  Net income was $150.5 million, or $2.88 per diluted share, in the first quarter of 2026, compared to $138.4 million, or $2.65 per diluted share, in the first quarter of 2025. 

1Q 2026

(in thousands)

1Q'26

1Q'25

Operating income

$      166,787

$      151,376

Investment income

22,119

19,536

Other income

1,420

3,834

Income before income taxes

190,326

174,746

Income tax expense

39,852

36,329

Net income

$      150,474

$      138,417

1Q 2026 Highlights

Operating income before taxes increased $15.4 million, or 10.2 percent, in the first quarter of 2026 compared to the first quarter of 2025.

Management fee revenue - policy issuance and renewal services increased $31.4 million, or 4.2 percent, in the first quarter of 2026 compared to the first quarter of 2025. Management fee revenue - administrative services increased $1.8 million, or 10.4 percent, in the first quarter of 2026 compared to the first quarter of 2025. Cost of operations - policy issuance and renewal services Commissions increased $28.0 million in the first quarter of 2026, compared to the same period in 2025, primarily driven by an increase in agent incentive compensation and the growth in direct and affiliated assumed written premium. Non-commission expense decreased $10.7 million in the first quarter of 2026 compared to the first quarter of 2025.  Personnel costs increased $2.1 million, primarily driven by higher pension costs and increased compensation.  Sales and advertising decreased $2.0 million primarily due to a decrease in advertising costs and community development initiative costs.  Acquisition and underwriting support costs decreased $1.9 million primarily due to lower underwriting report costs.  Professional fees decreased $7.0 million primarily due to reduced use of third-party services related to technology initiatives.  Administrative and other costs decreased $1.6 million primarily due to lower charitable contributions related to the transition of charitable giving through the Erie Insurance Foundation, partially offset by an increase in credit card processing fees. Income from investments before taxes totaled $22.1 million in the first quarter of 2026 compared to $19.5 million in the first quarter of 2025.  Net investment income was $23.6 million in the first quarter of 2026 compared to $19.9 million in the first quarter of 2025.  Net realized and unrealized losses were $0.8 million in the first quarter of 2026 compared to gains of $0.5 million in the first quarter of 2025. 

Webcast Information

Indemnity has scheduled a pre-recorded audio broadcast on the Web for 10:00 AM ET on April 24, 2026.  Investors may access the pre-recorded audio broadcast by logging on to www.erieinsurance.com.

Erie Insurance Group

Erie Insurance Group, based in Erie, Pennsylvania, is the 11th largest homeowners insurer, 12th largest automobile insurer and 10th largest commercial lines insurer in the United States based on direct premiums written, according to AM Best Company.  Founded in 1925, Erie Insurance is a Fortune 500 company and the 16th largest property/casualty insurer in the United States based on net premiums written.  Rated A (Excellent) by AM Best, ERIE has nearly seven million policies in force and operates in 12 states and the District of Columbia. 

News releases and more information are available on ERIE's website at www.erieinsurance.com.

"Safe Harbor" Statement under the Private Securities Litigation Reform Act of 1995:

Statements contained herein that are not historical fact are forward-looking statements and, as such, are subject to risks and uncertainties that could cause actual events and results to differ, perhaps materially, from those discussed herein.  Forward-looking statements relate to future trends, events or results and include, without limitation, statements and assumptions on which such statements are based that are related to our plans, strategies, objectives, expectations, intentions, and adequacy of resources.  Examples of forward-looking statements are discussions relating to premium and investment income, expenses, operating results, and compliance with contractual and regulatory requirements.  Forward-looking statements are not guarantees of future performance and involve risks and uncertainties that are difficult to predict.  Therefore, actual outcomes and results may differ materially from what is expressed or forecasted in such forward-looking statements.  Among the risks and uncertainties, in addition to those set forth in our filings with the Securities and Exchange Commission, that could cause actual results and future events to differ from those set forth or contemplated in the forward-looking statements include the following:

dependence upon our relationship with the Erie Insurance Exchange ("Exchange") and the management fee under the agreement with the subscribers at the Exchange; dependence upon our relationship with the Exchange and the growth of the Exchange, including: general business and economic conditions; factors impacting the timing of premium rates charged for policies; factors affecting insurance industry competition, including technological innovations; dependence upon the independent agency system; and ability to maintain our brand, including our reputation for customer service; dependence upon our relationship with the Exchange and the financial condition of the Exchange, including: the Exchange's ability to maintain acceptable financial strength ratings; factors affecting the quality and liquidity of the Exchange's investment portfolio; changes in government regulation of the insurance industry; litigation and regulatory actions; emergence of significant unexpected events, including pandemics, economic or social inflation, and changes in tariff policies; emerging claims and coverage issues in the industry; and severe weather conditions or other catastrophic losses, including terrorism; costs of providing policy issuance and renewal services to the subscribers at the Exchange under the subscriber's agreement; ability to attract, develop, retain, and protect talented management and employees; ability to ensure system availability and effectively manage technology initiatives; difficulties with technology, data or network security breaches, including cyber attacks; ability to maintain uninterrupted business operations; compliance with complex and evolving laws and regulations and outcome of pending and potential litigation; factors affecting the quality and liquidity of our investment portfolio; and ability to meet liquidity needs and access capital. A forward-looking statement speaks only as of the date on which it is made and reflects our analysis only as of that date.  We undertake no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events, changes in assumptions or otherwise.

Erie Indemnity Company

Consolidated Statements of Operations

(dollars in thousands, except per share data)

Three months ended March 31,

2026

2025

(Unaudited)

Operating revenue

Management fee revenue - policy issuance and renewal services

$      786,399

$      755,049

Management fee revenue - administrative services

19,475

17,645

Administrative services reimbursement revenue

200,096

210,273

Service agreement revenue

5,941

6,432

Total operating revenue

1,011,911

989,399

Operating expenses

Cost of operations - policy issuance and renewal services

645,028

627,750

Cost of operations - administrative services

200,096

210,273

Total operating expenses

845,124

838,023

Operating income

166,787

151,376

Investment income

Net investment income

23,560

19,948

Net realized and unrealized investment (losses) gains

(765)

502

Net impairment losses recognized in earnings

(676)

(914)

Total investment income

22,119

19,536

Other income

1,420

3,834

Income before income taxes

190,326

174,746

Income tax expense

39,852

36,329

Net income

$      150,474

$      138,417

Net income per share

Class A common stock – basic

$          3.23

$          2.97

Class A common stock – diluted

$          2.88

$          2.65

Class B common stock – basic and diluted

$           485

$           446

Weighted average shares outstanding – Basic

Class A common stock

46,188,850

46,188,903

Class B common stock

2,542

2,542

Weighted average shares outstanding – Diluted

Class A common stock

52,300,180

52,304,384

Class B common stock

2,542

2,542

Dividends declared per share

Class A common stock

$       1.4625

$        1.365

Class B common stock

$      219.375

$       204.75

Erie Indemnity Company

Consolidated Statements of Financial Position

(in thousands)

March 31, 2026

December 31, 2025

(Unaudited)

Assets

Current assets:

Cash and cash equivalents (includes restricted cash of $39,549 and $30,189, respectively)

$      268,616

$      345,874

Available-for-sale securities

53,995

33,902

Available-for-sale securities lent

870

3,436

Receivables from Erie Insurance Exchange and affiliates, net

743,236

735,589

Prepaid expenses and other current assets, net

79,713

66,061

Accrued investment income

14,469

14,311

Total current assets

1,160,899

1,199,173

Available-for-sale securities, net

1,296,154

1,286,566

Equity securities

67,889

70,624

Available-for-sale and equity securities lent

54,417

61,063

Fixed assets, net

579,649

571,476

Agent loans, net

102,436

93,953

Defined benefit pension plan

66,617

24,137

Other assets, net

48,617

48,489

Total assets

$   3,376,678

$   3,355,481

Liabilities and shareholders' equity

Current liabilities:

Commissions payable

$      440,465

$      425,320

Agent incentive compensation

58,393

132,560

Accounts payable and accrued liabilities

229,421

200,701

Dividends payable

68,109

68,109

Contract liability

47,432

47,561

Deferred executive compensation

6,466

9,400

Securities lending payable

49,621

61,936

Total current liabilities

899,907

945,587

Defined benefit pension plan

34,023

33,410

Contract liability

22,936

23,274

Deferred executive compensation

24,023

22,050

Deferred income taxes, net

19,982

24,788

Other long-term liabilities

22,286

22,998

Total liabilities

1,023,157

1,072,107

Shareholders' equity

2,353,521

2,283,374

Total liabilities and shareholders' equity

$   3,376,678

$   3,355,481

SOURCE Erie Indemnity Company

Erie Indemnity Co (ERIE) Q1 2026 Earnings Call Highlights: Strong Financial Performance Amid Competitive Market Erie Indemnity Co (ERIE) reports improved underwriting performance and net income growth, despite challenges in premium growth and customer retention.

Release Date: April 24, 2026

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points Erie Indemnity Co ERIE experienced significantly lower catastrophe and weather-related losses in the first quarter of 2026, improving underwriting performance.The company's combined ratio improved to 99.4% in Q1 2026 from 108.1% in Q1 2025, driven by better rate adequacy and reduced catastrophe losses.Net income increased to nearly $151 million or $2.88 per diluted share in Q1 2026, compared to $138 million or $2.65 per diluted share in Q1 2025.Management fee revenue for policy issuance and renewal services grew by approximately 4.2%, aligning with the increase in direct written premiums.Erie Indemnity Co (ERIE) is actively expanding its product offerings, such as Erie Secure Auto and Business Auto 2.0, into new states, enhancing growth opportunities. Negative Points Direct written premium growth slowed to 3.6% in Q1 2026 compared to 13.9% in Q1 2025, reflecting a more competitive market environment.Policies in force decreased by 1.7% from the previous year, and retention declined to 88%, indicating challenges in maintaining customer base.Higher premiums are impacting customer behavior, making growth challenging despite improved pricing adequacy.Commission expenses increased by 6.4% due to higher agent incentive compensation and base commissions, impacting overall cost structure.Noncommission expenses decreased by 5.6%, but personnel costs rose due to higher pension costs and increased compensation, affecting expense management. Q & A Highlights Q: Can you provide an overview of the recent changes to the Board of Directors at Erie Indemnity Co?
A: Timothy Necastro, President and CEO, announced that Tom Hagen has stepped down as Chairman after over 20 years, with Jonathan Hirt Hagen elected as the new Chairman. William Edwards has joined the Board, and the company mourns the passing of long-time Board member George Lucore.

Q: How did Erie Indemnity Co perform financially in the first quarter of 2026 compared to the previous year?
A: Julie Pelkowski, CFO, reported that net income was nearly $151 million, up from $138 million in Q1 2025. Operating income increased by approximately 10%, and the combined ratio improved to 99.4% from 108.1% due to lower catastrophe losses and improved rate adequacy.

Q: What were the key drivers behind the improved combined ratio in Q1 2026?
A: Julie Pelkowski explained that the improvement was driven by a reduction in non-catastrophe losses and a significant decrease in catastrophe losses compared to the previous year, which included the costliest weather event in the company's history.

Q: What strategic initiatives is Erie Indemnity Co focusing on for future growth?
A: Timothy Necastro highlighted the rollout of Erie Secure Auto and Business Auto 2.0, as well as the introduction of a new online quote platform to enhance customer and agent experiences. The company is also modernizing technology platforms and integrating AI to improve operational efficiency.

Q: How is Erie Indemnity Co leveraging artificial intelligence within the organization?
A: Timothy Necastro stated that AI is being used to improve workflows, such as preparing subrogation cases and reducing backlogs. The focus is on enhancing employee performance rather than replacing jobs, with AI strengthening the human touch in operations.

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

On May 18, 2026, Erie Indemnity Co ERIE shares saw a positive movement, rising 4.0% to a current price of $221.51. This performance comes after a challenging period, with a 52-week range spanning from a low of $210.07 to a high of $380.67.

GF Value™ verdict: The current price is $221.51, which is 38.5% below the GF Value™ estimate of $360.45.GF Score™: 64/100, indicating an above-average potential for long-term returns.Most notable signal: Financial Strength is rated 9/10, suggesting a robust balance sheet. Is ERIE Overvalued or Undervalued? Based on the current price of $221.51, Erie Indemnity Co appears significantly undervalued when compared to the GF Value™ of $360.45. This provides a margin of safety of 38.5%, indicating that the stock could be a favorable opportunity for those looking for undervalued assets in the insurance sector. The GF Valuation label classifies ERIE as "Significantly Undervalued," which suggests that the market may not be fully reflecting the company's intrinsic value at this time.

Despite the company's financial strength and growth prospects, investors should consider the risks associated with potential volatility and the stock's recent performance, which has seen a year-to-date decline of 21.9% and a one-year decrease of 39.6%. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

How Does ERIE's Valuation Compare to Its History? MetricCurrentHistorical P/E (TTM)20.3x35.7x (5-Year Median) Forward P/E17.8x Currently, ERIE's P/E (TTM) of 20.3x is significantly below its 5-year median P/E of 35.7x and also lower than its forward P/E of 17.8x. This analysis aligns with the GF Value™ verdict, indicating that the stock is trading at a valuation that is well below its historical averages, further supporting the notion that ERIE is undervalued at its current price.

What Does ERIE's GF Score™ Tell Us? MetricRating GF Score™64 Financial Strength9/10 Profitability7/10 Growth4/10 Valuation4/10 Momentum1/10 The GF Score™ of 64/100 suggests that Erie Indemnity Co is positioned above average in terms of long-term return potential. The strongest area is Financial Strength, rated 9/10, indicating a solid balance sheet and low debt levels. However, the weakest aspect is Momentum, rated at 1/10, which shows that the stock has not performed well in the near term, reflecting recent negative trends in price performance.

What Are Insiders Doing with ERIE Stock? In the last three months, insiders have sold $0.1 million worth of ERIE stock, with no reported buying activity. This pattern may suggest a level of caution among insiders, potentially reflecting their sentiment about the company's short-term prospects or market conditions. However, the lack of significant insider buying may also indicate a wait-and-see approach rather than a strong bearish outlook.

What This Means for Investors Based on the GF Value™ assessment, Erie Indemnity Co ERIE appears significantly undervalued. While the company's financial strength and low relative P/E ratios present a compelling case for potential growth, the current market sentiment and recent stock performance may warrant careful consideration.

For the complete analysis, visit the Erie Indemnity Co ERIE stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is ERIE's GF Score™?

ERIE's GF Score™ is 64/100, indicating an above-average potential for long-term returns based on various financial metrics.

Is ERIE overvalued or undervalued?

ERIE is currently undervalued, with a GF Value™ of $360.45 compared to its current price of $221.51, representing a 38.5% margin of safety.

What is ERIE's P/E ratio?

ERIE's P/E ratio is 20.3x, which is 43% below its 5-year median of 35.7x, indicating that the stock is trading at a lower valuation compared to its historical performance.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

FactSet Research Systems is a leading financial data provider with 95%+ retention and a 26-year dividend growth streak. FDS's Q2 2026 revenue rose 7.1% YoY to $611 million, beating consensus, and adjusted EPS grew 4.2% to $4.46, prompting raised FY 2026 guidance. AI-driven product launches and workflow integrations are driving user growth, while $300 million in share repurchases and a 2% yield support shareholder returns.

New Whole Portfolio Distribution on Fusion by J.P. Morgan delivers a unified and transparent view across asset types for institutional investors April 29, 2026 08:00 ET  | Source: FactSet Research Systems Inc.

NORWALK, Conn., April 29, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, and J.P. Morgan today unveiled a transformative expansion of their collaboration with the launch of the industry’s first Whole Portfolio Distribution solution, available via FactSet and powered by Fusion by J.P. Morgan. This comprehensive, fully managed analytics and reporting solution delivers institutional investors a unified, timely, and highly transparent view across their entire portfolio, minimizing time-consuming manual processes and empowering smarter, faster decision-making.

For the first time, institutional investors can access comprehensive analytics and reporting across their entire portfolio, spanning multiple asset classes, geographies, and sources. Historically, operations teams have been hindered by fragmented data, labor-intensive consolidation, and costly reporting delays. These workflows slowed time-to-insight and complicated collaboration between front and middle offices, making it difficult to deliver timely, actionable insights and respond quickly to market opportunities.

Whole Portfolio Distribution fundamentally changes this equation by automating data normalization, analytics generation, and transparent distribution to ensure consistent inputs and outputs across the client ecosystem. With a streamlined workflow, where investment data from J.P. Morgan Fund Accounting services is transformed and normalized via Fusion and delivered securely into FactSet, clients benefit from faster time-to-report, automated portfolio analytics, and the ability to respond rapidly to opportunities while reducing operational burden and risk.

“The launch of Whole Portfolio Distribution through FactSet can be a game changer, delivering unified analytics across public and private assets and eliminating the need for manual reconciliations,” said Rob Robie, Executive Vice President and Head of Institutional Buy Side at FactSet. “This expanded collaboration with J.P. Morgan is a significant milestone for FactSet in the Institutional Buy Side space and reinforces our commitment to deliver innovative, workflow-streamlining solutions for institutional investors globally.”

The FactSet and J.P. Morgan collaboration already supports $105 billion in Assets under Analysis (AUA) on the Fusion platform, and the launch of Whole Portfolio Distribution demonstrates the successful evolution from foundational integration to delivering industry-leading, multi-asset class insights for clients.

Jason Mirsky, Global Head of Securities Services Data Solutions at J.P. Morgan, said “Whole Portfolio Distribution brings the power of J.P. Morgan’s service model together with FactSet’s advanced analytics, delivering normalized, modeled, and enriched data from Fusion directly into clients’ workflows, so they can move from data wrangling to decision-making with confidence.”

Learn more at https://www.factset.com/solutions/portfolio-analytics/.

About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 241,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.

Investor Relations:
Kevin Toomey
+1.212.209.5259
[email protected]

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Investors interested in stocks from the Business - Information Services sector have probably already heard of FactSet Research (FDS - Free Report) and Verisk Analytics (VRSK - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.

The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.

Right now, FactSet Research is sporting a Zacks Rank of #2 (Buy), while Verisk Analytics has a Zacks Rank of #3 (Hold). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that FDS is likely seeing its earnings outlook improve to a greater extent. However, value investors will care about much more than just this.

Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.

Our Value category 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.

FDS currently has a forward P/E ratio of 13.01, while VRSK has a forward P/E of 23.16. We also note that FDS has a PEG ratio of 1.99. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. VRSK currently has a PEG ratio of 2.13.

Another notable valuation metric for FDS is its P/B ratio of 3.93. 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, VRSK has a P/B of 79.48.

These metrics, and several others, help FDS earn a Value grade of B, while VRSK has been given a Value grade of C.

FDS is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that FDS is likely the superior value option right now.

April 30, 2026 16:00 ET  | Source: FactSet Research Systems Inc.

NORWALK, Conn., April 30, 2026 (GLOBE NEWSWIRE) -- FactSet, a global financial digital platform and enterprise solutions provider, today announced a series of recent industry recognitions highlighting the impact of the firm’s continued investment in artificial intelligence and its application across financial data, analytics, and workflow solutions.

The awards reflect FactSet’s broader strategy to embed AI directly into the workflows of investment professionals, helping clients more efficiently access, analyze, and act on complex financial data.

“FactSet’s AI strategy is anchored in building open, flexible, and secure solutions that empower our clients to unlock actionable insights from trusted data—wherever they work,” said Kate Stepp, Chief AI Officer at FactSet. “We’re focused on accelerating the development and deployment of advanced AI capabilities, including autonomous agents, across our entire platform, collaborating closely with industry partners and clients to drive innovation and transform financial workflows for the future.”

Recent recognitions include:

AI-Powered Financial Data Automation Tool of the Year 2026 (Financial Services Review)AI Excellence Business Intelligence Awards (Business Intelligence Group)Top AI-Powered Financial Data and Analytics Solutions 2025 (Financial Services Review)Technology Leader of the Year, Women in Technology Awards (WatersTechnology), awarded to Kate Stepp, Chief AI Officer FactSet remains at the forefront of AI innovation in the financial industry by fostering an open environment and collaborating with leading AI and data providers. Recent milestones include:

First to deliver real-time bond pricing data directly into the FactSet Workstation, delivering exclusive fixed income insights within client workflows.Industry-first Model Context Protocol (MCP) server to enable direct, secure, AI-ready access to trusted FactSet market data for enterprise and agentic applications, eliminating the need for intermediaries or custom integrations.Introduction of FactSet AI for Banking, developed with Finster AI, a unified, secure workflow automation ecosystem for investment banking teams, which offers intelligent agent-driven task automation and broad coverage of proprietary and external data sets.Building on leading generative AI solutions (Anthropic, Google, OpenAI) to enable direct natural language access to FactSet data and regulated workflows.Implementation of AI-driven financial crime risk tools for corporate bankers.Streamlining Document Workflows with the Beta Launch of AI-Enabled Document Search Functionality to Transform Financial Productivity to 85K+ users and the addition of AI document ingestion features for private capital managers utilizing Cobalt FactSet will highlight select AI-driven solutions and agentic innovations at its upcoming buy-side and wealth FOCUS user conference in Austin, TX, this May.

For more information on FactSet’s AI strategy and solutions, visit: https://www.factset.com/ai

About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, a presence in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 241,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.

FactSet
Investor Relations:
Kevin Toomey
+1.212.209.5259
[email protected]

Media Relations:
Vested
[email protected]

All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.

Cash flow can come from bond interest, interest from other types of investments, and, of course, 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.

FactSet Research (FDS - Free Report) is headquartered in Norwalk, and is in the Business Services sector. The stock has seen a price change of -24.39% since the start of the year. The financial data firm is paying out a dividend of $1.10 per share at the moment, with a dividend yield of 2.01% compared to the Business - Information Services industry's yield of 0.9% and the S&P 500's yield of 1.43%.

Looking at dividend growth, the company's current annualized dividend of $4.40 is up 2.8% from last year. Over the last 5 years, FactSet Research has increased its dividend 5 times on a year-over-year basis for an average annual increase of 8.04%. 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. FactSet's current payout ratio is 25%, meaning it paid out 25% of its trailing 12-month EPS as dividend.

Earnings growth looks solid for FDS for this fiscal year. The Zacks Consensus Estimate for 2026 is $17.65 per share, with earnings expected to increase 3.95% from the year ago period.

Investors like dividends for a variety of different reasons, from tax advantages and decreasing overall portfolio risk to considerably improving stock investing profits. It's important to keep in mind that not all companies provide 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 must be conscious of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, FDS presents a compelling investment opportunity; it's not only an attractive dividend play, but the stock also boasts a strong Zacks Rank of #2 (Buy).

Key Takeaways SYM posted fiscal Q2 revenues of $676.5M, up 23.1% year over year and above estimates. Symbotic launched 14 new system deployments in Q2, bringing total active deployments to 70. SYM expects fiscal Q3 revenues of $700M-$720M and adjusted EBITDA of $80M-$85M. Symbotic, Inc. (SYM - Free Report) reported impressive fiscal second-quarter 2026 results, wherein both earnings and revenues beat the Zacks Consensus Estimate.

The better-than-expected results failed to impress the market, as the stock has declined 15.5% since the earnings release on May 6.

Quarterly adjusted EPS came in at 44 cents, beating the Zacks Consensus Estimate by more than 100% and increasing tremendously on a year over year basis. Meanwhile, total revenues of $676.5 million beat the consensus mark by 2.4% and increased 23.1% year over year. 

Symbotic shares have gained 93.6% over the past year, outperforming the 6.8% rise in the industry it belongs to and the 30.7% increase in the Zacks S&P 500 composite.

Image Source: Zacks Investment Research

SYM’s Segmental PerformanceSystem revenues, accounting for 93.8% of the total revenues, increased 23.6% year over year to $634.5 million, driven by the company’s proactive initiatives. It started 14 new system deployments in the second quarter of fiscal 2026, bringing the total number of systems in deployment to 70 at the end of the quarter.

Software maintenance and support revenues increased 93.3% year over year to $12.9 million. Operations services revenues totaled $29 million, down 1.8% year over year due to a tough comparable in training revenues.

SYM’s Margins ExpandAdjusted EBITDA came in at $78 million, increased more than 100% on a year-over-year basis. The adjusted EBITDA margin improved 521 basis points year over year to 11.5%.

The adjusted gross profit came in at $165.8 million in the March-end quarter of fiscal 2026 and increased 36.1% year over year. The adjusted gross profit margin improved 230 basis points year over year to 24.5%.

SYM reported a backlog of $22.7 million, which improved 1.8% on a year-over-year basis.

SYM’s Balance Sheet and Cash Flow FiguresSymbotic exited the quarter with a cash and cash equivalent of $2 billion compared with $1.25 billion at the end of fiscal 2025. SYM generated $261.3 million of cash from operating activities in the quarter and free cash flow of $217.9 million.

SYM’s GuidanceFor the third quarter of fiscal 2026, the company expects the revenues to be in the band of $700-$720 million. The midpoint of the guided range ($710 million) is just below the Zacks Consensus Estimate of $713.8 million.

Adjusted EBITDA is expected to be between $80 million and $85 million.

The company expects capital expenditures to be in the range of $20-$25 million per quarter.

SYM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Earnings SnapshotAptiv PLC (APTV - Free Report) reported impressive first-quarter 2026 results. Adjusted earnings of $1.71 per share beat the Zacks Consensus Estimate of $1.62 and increased 1.2% year over year. Revenues of $5.1 billion topped the Zacks Consensus Estimate of $5 billion and rose 5.4% year over year.

FactSet (FDS - Free Report) has reported impressive results for the second-quarter fiscal 2026, wherein both earnings and revenues surpassed the Zacks Consensus Estimate.

FDS’ earnings per share of $4.46 beat the consensus mark by 2.1% and increased 4.2% from the year-ago quarter. Revenues of $611 million beat the Zacks Consensus Estimate by a slight margin and rose 7.1% from the year-ago quarter.

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.

Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits.

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 company value investors might notice is FactSet Research Systems (FDS - Free Report) . FDS is currently holding a Zacks Rank #2 (Buy) and a Value grade of A. The stock has a Forward P/E ratio of 15.56. This compares to its industry's average Forward P/E of 17.72. Over the last 12 months, FDS's Forward P/E has been as high as 28.30 and as low as 15.56, with a median of 25.38.

Finally, we should also recognize that FDS has a P/CF ratio of 14.04. This figure highlights a company's operating cash flow and can be used to find firms that are undervalued when considering their impressive cash outlook. This stock's P/CF looks attractive against its industry's average P/CF of 19.47. Over the past 52 weeks, FDS's P/CF has been as high as 27.56 and as low as 14.04, with a median of 24.72.

Value investors will likely look at more than just these metrics, but the above data helps show that FactSet Research Systems is likely undervalued currently. And when considering the strength of its earnings outlook, FDS sticks out as one of the market's strongest value stocks.

On June 01, 2026, FactSet Research Systems Inc FDS shares rose 10.3% today, closing at $270.85. The stock has experienced a 52-week range between $185.00 and $457.20, reflecting significant volatility over the past year.

GF Value™ verdict: Current price is $270.85 vs GF Value™ of $504.87, indicating a 46.4% upside.GF Score™ of 77/100, which signifies an above-average potential for long-term returns.Most notable signal: No insider transactions in the last 3 months. Is FDS Overvalued or Undervalued? FactSet Research Systems Inc's current price of $270.85 is significantly below the GF Value™ estimate of $504.87, suggesting that the stock is undervalued by approximately 46.4%. This margin of safety presents a potential opportunity for investors looking for attractive valuations. The GF Valuation label categorizes FDS as significantly undervalued, indicating that the market may not fully recognize the company's intrinsic value at this time.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given the significant gap between the current market price and the calculated intrinsic value, investors may find an opportunity, although it is essential to consider the inherent risks associated with market volatility and the company's performance outlook.

How Does FDS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 17.4x 34.4x (5-Year Median) Forward P/E 14.0x N/A The current P/E ratio of 17.4x is significantly below its 5-year median of 34.4x, indicating that the stock is trading at a much lower valuation compared to its historical levels. This P/E analysis aligns with the GF Value™ verdict, reinforcing the notion that FDS is undervalued at present.

What Does FDS's GF Score™ Tell Us? Metric Rating GF Score™ 77/100 Financial Strength 6/10 Profitability 10/10 Growth 10/10 Valuation 2/10 Momentum 1/10 The GF Score™ of 77/100 indicates that FactSet Research Systems Inc has strong potential for long-term returns based on its financial metrics. The strongest aspects of the company are its profitability and growth, both rated at 10/10. However, the valuation rank of 2/10 suggests that the stock's current market price does not reflect its underlying financial strength or growth potential, presenting an area of concern for investors focused on valuation metrics.

What Are Insiders Doing with FDS Stock? In the last three months, there have been no insider transactions for FactSet Research Systems Inc. This lack of insider activity may suggest that executives are currently not making significant moves in the stock, which could indicate a level of confidence in the company's performance and outlook. However, it may also reflect a cautious approach amidst current market conditions.

What This Means for Investors Based on the GF Value™ assessment, FactSet Research Systems Inc appears to be undervalued at its current price of $270.85 compared to the estimated fair value of $504.87. This suggests that there may be a potential opportunity for investors looking for stocks that are trading below their intrinsic value.

For the complete analysis, visit the FactSet Research Systems Inc FDS 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 FDS's GF Score™?

FDS's GF Score™ is 77/100, indicating above-average potential for long-term returns based on financial metrics.

Is FDS overvalued or undervalued?

FDS is currently undervalued, with a GF Value™ of $504.87 compared to its market price of $270.85.

What is FDS's P/E ratio?

FDS's P/E ratio (TTM) is 17.4x, which is significantly below its 5-year median of 34.4x, indicating a lower valuation compared to historical levels.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

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 includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank, 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.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content, and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources that include company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.

FDS is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 14.44; value investors should take notice.

Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.02 to $17.66 per share. FDS also boasts an average earnings surprise of +0.4%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, FDS should be on investors' short list.

Cinctive Capital Management LP lifted its holdings in Sabra Healthcare REIT, Inc. (NASDAQ: SBRA) by 31.1% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 184,001 shares of the real estate investment trust's stock after purchasing an additional 43,669

Reit's concept is shown by businessman.

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Oil is up, and everything else is down. Stocks. Bonds. Even gold, the traditional safe haven!

Real estate stocks are on sale as well. Which means we contrarians need to go shopping. Today we’ll look at four real estate investment trusts (REITs) yielding between 6% and 15%.

Right before the conflict started, I mentioned that we were looking at an attractive setup for price appreciation in REITworld.

As the Fed cuts rates, the dividends that REITs pay become increasingly attractive to income investors. Money markets don’t pay 5% any longer. Neither do many bond funds. But REITs pay … And rates are likely to continue lower due to the rollout of AI across the economy. Automation is capping wage growth. Customer support, for example, is well on its way to being automated. Next up we’ll see bookkeeping, compliance and even legal work increasingly handled by machines. Softer inflation gives the Fed room to cut more than Wall Street expects.The longer-term outlook has not changed. (A big hint for anyone with a mature, big picture mindset!) But in the short term, the Federal Reserve has pushed “pause” on its rate-cutting trend.

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Earlier this year, we could chalk it up to economic data. Now? The central bank is clearly in wait-and-see mode because of the Middle East.

“The thing I really want to emphasize is that nobody knows,” Fed Chair Jerome Powell recently said. “The economic effect [of the Iran war and oil disruptions] could be bigger, they could be smaller, they could be much smaller or much bigger. We just don’t know.”

As a result, the market has all but given up on any additional near-term relief in interest rates. FedWatch, which uses 30-day Federal funds futures prices to determine the probability of changes to the Fed’s target rate, shows an 88% likelihood that the Fed will stay put at its late-April meeting.

Rate Cut Odds

CME FedWatch

That’s misery for REITs, which thrive when borrowing costs fall and their dividends look good in comparison to shrinking bond yields—but struggle when rising rates produce the opposite effect.

REITs Fall

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Again: The longer-term drivers of lower interest rates are still intact for now, which means this could be an ideal time to look for REIT deals. On my radar for a closer examination are these four landlords, which currently dole out between 6.1% and 14.6%.

Watch List REITs: Sabra Health Care REIT (SBRA)Sabra Health Care REIT is a senior-focused healthcare play with roughly 360 property investments across the U.S. and Canada.

A little less than half of the portfolio, as measured by annualized cash net operating income (NOI), comes from skilled nursing and transitional care real estate. Another quarter or so is managed senior housing, with the remainder split among behavioral health properties, leased senior housing and specialty hospitals, among others.

The COVID crisis delivered a major shock to this type of real estate, but the long-term trends have remained in its favor—and that continues today. Supply is low. Pricing power is high. And Sabra is looking at expanding its senior housing operating portfolio (SHOP) via acquisitions.

As a result, shares have simultaneously been less volatile than the market but also plenty productive. In fact, the stock has steadily been making its way toward pre-COVID highs.

SBRA Total Returns

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Sabra’s distribution hasn’t budged since slashing it by a third during the depths of the COVID doldrums.

It’s not for lack of room. SBRA pays 30 cents per share quarterly, so $1.20 across the year. Estimates for this year’s adjusted funds from operations (AFFO) are $1.60 per share. That’s a 75% AFFO payout ratio, which leaves room for at least some growth. But even though many other REITs have returned to dividend growth post-COVID, it’s not exactly surprising that Sabra has been hesitant.

The latest dip gives us a decent yield of around 6%, and SBRA trades at a decent 12 times AFFO estimates. It’s OK, but it’s hardly bargain territory yet.

Watch List REITs: Millrose Properties (MRP)I highlighted several new dividend payers last July, including Millrose Properties (MRP), one of the more unusual REITs to ever hit the market.

Millrose was spun off by homebuilder Lennar (LEN) in 2025. The company exists to buy and develop residential land, then sell finished homesites back to Lennar and other homebuilders through option contracts with predetermined costs. Lennar, for instance, will pay Millrose an 8.5% annual option fee.

It’s truly a unique structure, so I wanted to revisit it after we had more data to look at.

So far, no complaint on the bottom line—Millrose delivered higher AFFO across every quarter of 2025, and estimates are for MRP to maintain or modestly grow AFFO every quarter across the next couple of years. And the REIT has been happy to push almost all of that back to investors, raising the distribution every quarter of its existence so far.

MRP Dividend Coverage

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Rate uncertainty has clearly been weighing on shares of late. But what’s more interesting to me is that the administration’s executive orders to spark increased homebuilding haven’t done more to liven up shares.

I’ll also point out that MRP, at a 26% debt-to-capitalization ratio, is still plenty below its 33% max leverage target. Getting closer could spur more growth.

Meanwhile, shares trade at roughly 9 times AFFO estimates for this year. That’s definitely nice in a bubble, though MRP doesn’t have nearly enough trading history for us to know whether that valuation will be more norm or exception.

Watch List REITs: Innovative Industrial Properties (IIPR)Innovative Industrial Properties (IIPR) acts as the first landlord and primary lender of choice for cannabis operators. In fact, this REIT is a capital lifeline for the industry.

IIPR buys dispensary facilities from the operators who are often short on cash and can’t finance their buildings because of the many roadblocks set up between cannabis businesses and banks. In the transaction, IIPR hands them a chunk of cash they badly need. Then it leases the facility back to the operator for 15 to 20 years.

Because traditional banks won’t touch the space, Innovative Industrial Properties negotiates incredibly favorable leases. They have long durations, built-in rent escalators and guarantees from the large corporate multi-state operator-lessees.

IIPR is essentially a “Godfather landlord” in a restricted industry. Cannabis peddlers need cash and have nobody else to turn to. So, they take the deal.

The REIT industry might have taken a hit in 2026, but we wouldn’t know it by looking at IIPR, which is one of the best-behaving stocks in the space this year.

IIPR Total Returns

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It’s a promising sign of relative strength from a stock that lost its luster years ago. IIPR’s price has cratered by 80% over the past five years—a bubble that simply popped.

Still, the slow but persistent march of cannabis legalization remains a long-term tailwind. IIPR is paying investors a high 14% dividend, though coverage has tightened up of late (2025 dividends of $7.60 actually outstripped AFFO of $7.24 per share). And we’re not paying much—after commanding crazy valuations of 30 to 40 times AFFO years ago, IIPR trades at less than 8 times AFFO estimates.

Watch List REITs: MFA Financial (MFA)We can’t talk about high-yield REITs without discussing mortgage REITs (mREITs) like MFA Financial (MFA), which are the crème de la crème when it comes to eye-popping real estate payouts.

A reminder: Mortgage REITs borrow money at short-term rates to purchase mortgages (and other assets) that pay income tied to long-term rates, then profit off the difference. Their hope, then, is that short-term rates will be lower than long-term rates (which they usually are), and that short-term rates decline while long-term rates hold steady or move lower. The mREITs’ existing mortgages, which were issued when rates were higher, will yield more than newly issued ones, and thus be worth more.

Understandably, worries that the Fed might put off (or simply avoid altogether) any rate cuts in 2026, based on how the war with Iran resolves, has spooked mREITs right alongside traditional equity REITs.

MFA Total Returns

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The company delivered an encouraging fourth-quarter report that provided some much-needed relief in a critical area: “distributable earnings per share” (DE), a non-GAAP measure of profitability that MFA favors.

I wrote in September that MFA was staring down the barrel of a significant dividend coverage problem—a potentially painful situation, but one that was expected to improve in 2026. And in fact, MFA finished 2025 with just $1.00 in DE versus $1.44 in dividends paid.

But its fourth quarter was much better than expected. Distributable EPS was better than expected. Economic book value per share inched higher in Q4, but management said it was up 3% so far in the current quarter. The investment portfolio improved by nearly 10%.

There’s still risk—MFA still needs to execute to get out of the woods, and a stalled Fed could hamper that—but this mREIT likely is still in a better position than it was half a year ago.

Brett Owens is Chief Investment Strategist for Contrarian Outlook. For more great income ideas, get your free copy his latest special report: How to Live off Huge Monthly Dividends (up to 8.2%) — Practically Forever.

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TUSTIN, Calif.--(BUSINESS WIRE)--Sabra Health Care REIT, Inc. (Nasdaq: SBRA) announced today that it will issue its 2026 first quarter earnings release on April 29, 2026, after the close of trading.

A conference call with a simultaneous webcast to discuss the 2026 first quarter results will be held on Thursday, April 30th at 10:00 a.m. Pacific Time.

Share A conference call with a simultaneous webcast to discuss the 2026 first quarter results will be held on Thursday, April 30th at 10:00 a.m. Pacific Time. The dial-in number for U.S. participants is 888-880-4448. For participants outside the U.S., the dial-in number is 646-960-0572. The conference ID number is 1382596.

The webcast URL is https://events.q4inc.com/attendee/961345479. A digital replay of the call will be available on our website at www.sabrahealth.com.

About Sabra

Sabra Health Care REIT, Inc., a Maryland corporation, operates as a self-administered, self-managed real estate investment trust (a "REIT") that, through its subsidiaries, owns and invests in real estate serving the healthcare industry throughout the United States and Canada.

More News From Sabra Health Care REIT, Inc.

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Posted by Defense World Staff on Apr 26th, 2026

Advisors Capital Management LLC raised its holdings in shares of Sabra Healthcare REIT, Inc. (NASDAQ:SBRA – Free Report) by 3.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,382,935 shares of the real estate investment trust’s stock after purchasing an additional 73,281 shares during the period. Advisors Capital Management LLC owned 0.96% of Sabra Healthcare REIT worth $45,133,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in SBRA. Founders Capital Management bought a new position in shares of Sabra Healthcare REIT during the third quarter valued at approximately $28,000. Danske Bank A S bought a new position in shares of Sabra Healthcare REIT during the third quarter valued at approximately $30,000. Larson Financial Group LLC increased its position in shares of Sabra Healthcare REIT by 42.3% during the third quarter. Larson Financial Group LLC now owns 1,860 shares of the real estate investment trust’s stock valued at $35,000 after acquiring an additional 553 shares in the last quarter. First Horizon Corp bought a new stake in shares of Sabra Healthcare REIT during the fourth quarter valued at approximately $44,000. Finally, Covestor Ltd increased its position in shares of Sabra Healthcare REIT by 23,720.0% during the third quarter. Covestor Ltd now owns 2,382 shares of the real estate investment trust’s stock valued at $45,000 after acquiring an additional 2,372 shares in the last quarter. Institutional investors own 99.40% of the company’s stock.

Sabra Healthcare REIT Price Performance Shares of SBRA opened at $20.09 on Friday. Sabra Healthcare REIT, Inc. has a twelve month low of $17.04 and a twelve month high of $21.07. The company has a quick ratio of 4.29, a current ratio of 4.29 and a debt-to-equity ratio of 0.90. The firm has a 50 day moving average of $20.21 and a 200 day moving average of $19.27. The company has a market capitalization of $5.07 billion, a P/E ratio of 31.39, a price-to-earnings-growth ratio of 1.59 and a beta of 0.67.

Sabra Healthcare REIT (NASDAQ:SBRA – Get Free Report) last issued its earnings results on Thursday, February 12th. The real estate investment trust reported $0.11 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.37 by ($0.26). Sabra Healthcare REIT had a return on equity of 5.63% and a net margin of 20.09%.The company had revenue of $201.35 million during the quarter, compared to analysts’ expectations of $201.97 million. During the same quarter in the prior year, the business posted $0.36 EPS. The company’s revenue for the quarter was up 16.2% compared to the same quarter last year. Sabra Healthcare REIT has set its FY 2026 guidance at 1.550-1.590 EPS. As a group, equities research analysts anticipate that Sabra Healthcare REIT, Inc. will post 1.51 earnings per share for the current fiscal year.

Sabra Healthcare REIT Announces Dividend The business also recently announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were issued a $0.30 dividend. The ex-dividend date was Friday, February 13th. This represents a $1.20 annualized dividend and a yield of 6.0%. Sabra Healthcare REIT’s dividend payout ratio (DPR) is currently 187.50%.

Analysts Set New Price Targets Several brokerages recently weighed in on SBRA. Truist Financial raised their price target on shares of Sabra Healthcare REIT from $21.00 to $22.00 and gave the company a “hold” rating in a research report on Friday, March 13th. UBS Group raised their price target on shares of Sabra Healthcare REIT from $20.00 to $21.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Wall Street Zen downgraded shares of Sabra Healthcare REIT from a “hold” rating to a “sell” rating in a research report on Friday, January 23rd. Cantor Fitzgerald raised their price target on shares of Sabra Healthcare REIT from $20.00 to $21.00 and gave the company a “neutral” rating in a research report on Tuesday, February 17th. Finally, Citizens Jmp raised their price target on shares of Sabra Healthcare REIT from $22.00 to $23.00 and gave the company a “market outperform” rating in a research report on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, Sabra Healthcare REIT has an average rating of “Moderate Buy” and an average price target of $22.00.

View Our Latest Report on SBRA

About Sabra Healthcare REIT (Free Report)

Sabra Healthcare REIT, Inc (NASDAQ: SBRA) is a real estate investment trust that acquires, owns and operates net‐lease healthcare properties. Its diversified portfolio spans senior housing communities, skilled nursing and rehabilitation centers, outpatient medical facilities, medical office buildings, hospitals and life science properties. Sabra structures long‐term, triple‐net lease agreements with healthcare operators, providing stable rental income streams while allowing tenants to focus on patient care and operational excellence.

Serving a broad spectrum of care segments, Sabra’s tenants include both regional and national providers of assisted living, independent living, memory care, post‐acute rehabilitation and research and development laboratories.

Featured Stories Five stocks we like better than Sabra Healthcare REIT Want to see what other hedge funds are holding SBRA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Sabra Healthcare REIT, Inc. (NASDAQ:SBRA – Free Report).

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Sabra Healthcare (SBRA - Free Report) came out with quarterly funds from operations (FFO) of $0.39 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to FFO of $0.37 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an FFO surprise of +2.63%. A quarter ago, it was expected that this health care real estate investment trust would post FFO of $0.38 per share when it actually produced FFO of $0.38, delivering no surprise.

Over the last four quarters, the company has surpassed consensus FFO estimates two times.

Sabra, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $221.75 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 8.02%. This compares to year-ago revenues of $183.54 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 FFO expectations will mostly depend on management's commentary on the earnings call.

Sabra shares have added about 8.3% since the beginning of the year versus the S&P 500's gain of 4.3%.

What's Next for Sabra?While Sabra 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 FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Sabra 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 FFO estimate is $0.39 on $208.26 million in revenues for the coming quarter and $1.54 on $838.65 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Other is currently in the top 23% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Host Hotels (HST - 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 6.

This lodging real estate investment trust is expected to post quarterly earnings of $0.62 per share in its upcoming report, which represents a year-over-year change of -3.1%. The consensus EPS estimate for the quarter has been revised 5.9% lower over the last 30 days to the current level.

Host Hotels' revenues are expected to be $1.63 billion, up 2% from the year-ago quarter.

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Global X SuperDividend REIT ETF (NYSEARCA:SRET) holds roughly 30 of the highest-yielding REITs worldwide, equally weighted, with monthly distributions. SRET investors own this fund primarily for the income stream, which raises a fair question: Can SRET keep paying as global real estate shifts under higher-for-longer rates, weakening consumer sentiment, and operator stress in healthcare and mortgage REITs? Looking through the actual cash flows of its holdings, the answer is more reassuring than the fund’s reputation for NAV erosion suggests.

How SRET Generates Its Income SRET tracks the Solactive Global SuperDividend REIT Index, screening worldwide for the fattest payers and rebalancing to keep weights roughly equal. That methodology pushes the fund toward mortgage REITs, healthcare REITs, and specialty net-lease names, since plain-vanilla equity REITs rarely yield enough to qualify. The trade-off is clear: higher headline yield, but more sensitivity to interest rates, operator credit, and global exposure. With the 10-year Treasury near 4.4% and the Fed funds upper bound near 3.75% after cuts over the past year, the macro backdrop for these names is finally easing rather than tightening.

Reading The Top US Holdings Four US REITs commonly found in this kind of high-yield basket give a useful read on portfolio safety. Omega Healthcare Investors (NYSE:OHI | OHI Price Prediction) is the strongest. Q1 AFFO came in at $0.82 per share against a $0.48 consensus, the fourth straight beat, and management raised 2026 AFFO guidance to a $3.22 midpoint. Operator EBITDAR coverage sits at 1.58x, providing real cushion behind the $0.67 quarterly payout has held since 2019.

Sabra Health Care REIT (NASDAQ:SBRA) tells a similar story. The $0.30 quarterly dividend has not budged since 2020, and 2026 normalized AFFO guidance of $1.55 to $1.59 covers the annual dividend at roughly 1.3x. Skilled-nursing EBITDARM coverage of 2.38x and managed senior housing occupancy of 84.8% mean tenants can comfortably make rent. LTC Properties (NYSE:LTC) has held its dividend for a decade, with 2026 core FFO guidance sitting well above the run rate even as roughly half the portfolio shifts toward operated senior housing.

The retail leg is solid. Getty Realty (NYSE:GTY) raised its quarterly dividend to $0.485 and reaffirmed 2026 AFFO guidance, supported by 7.9% initial cash yields on new convenience and auto-retail acquisitions. The weak link among high-yield mortgage REITs in this kind of basket is names that already cut its quarterly dividend from $0.35 to $0.25 in mid-2024 and just sold its entire commercial real estate loan portfolio in April 2026. Tempting yields look attractive, but coverage is genuinely uncertain until management redeploys the cash. This is the type of holding that drags SRET’s reputation.

Total Return, Not Just Yield NAV erosion is the usual knock on SRET, and it is fair over very long windows. Five-year price appreciation is only about 11%, which is weak for an equity fund. The recent picture is better: SRET is up roughly 19% over the past year and 6% year-to-date, and that comes on top of the monthly distribution. Falling rates and improving healthcare-operator coverage are doing real work.

The Verdict SRET’s distribution looks durable in 2026. Three of the four holdings examined have AFFO comfortably covering payouts, one has a decade of unbroken dividends, and only the mortgage REIT sleeve carries genuine cut risk. Investors who want lower yield with cleaner total return can use broader REIT funds, but on its own terms SRET is delivering the income it promises, and the underlying cash flows back it up.

Sabra Health Care REIT is rated a buy, reflecting portfolio growth, reasonable valuation, and robust geographic diversification. SBRA demonstrates strong revenue and NOI growth but faces declining EBITDA margins and flat long-term dividend growth, tempering its income appeal. The REIT maintains an investment-grade balance sheet, modest debt-to-equity, low operator concentration, and adequate AFFO dividend coverage with a 5.6% yield.