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Convergence Financial LLC lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 89.9% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 21,503 shares of the financial services provider’s stock after acquiring an additional 10,180 shares during the period. Convergence Financial LLC’s holdings in JPMorgan Chase & Co. were worth $7,038,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in JPM. WealthSpring Partners LLC lifted its stake in JPMorgan Chase & Co. by 0.7% during the second quarter. WealthSpring Partners LLC now owns 4,730 shares of the financial services provider’s stock worth $1,548,000 after purchasing an additional 34 shares during the last quarter. Bridgewater Advisors Inc. raised its holdings in JPMorgan Chase & Co. by 12.3% during the second quarter. Bridgewater Advisors Inc. now owns 48,665 shares of the financial services provider’s stock worth $17,161,000 after purchasing an additional 5,324 shares in the last quarter. KBC Group NV raised its holdings in JPMorgan Chase & Co. by 4.3% during the second quarter. KBC Group NV now owns 2,384,147 shares of the financial services provider’s stock worth $780,402,000 after purchasing an additional 99,182 shares in the last quarter. GWN Securities Inc. lifted its position in shares of JPMorgan Chase & Co. by 3.5% during the 2nd quarter. GWN Securities Inc. now owns 7,361 shares of the financial services provider’s stock worth $2,410,000 after buying an additional 249 shares during the last quarter. Finally, Aspiring Ventures LLC boosted its holdings in shares of JPMorgan Chase & Co. by 5.0% in the 2nd quarter. Aspiring Ventures LLC now owns 1,057 shares of the financial services provider’s stock valued at $346,000 after buying an additional 50 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance Shares of JPM opened at $353.38 on Wednesday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.30. The stock’s 50 day moving average is $350.99 and its two-hundred day moving average is $321.24. JPMorgan Chase & Co. has a twelve month low of $279.10 and a twelve month high of $366.50. The firm has a market capitalization of $939.35 billion, a PE ratio of 15.14, a P/E/G ratio of 1.48 and a beta of 0.98.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last posted its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion for the quarter, compared to the consensus estimate of $50.72 billion. During the same period in the previous year, the business earned $4.96 earnings per share. The company’s revenue for the quarter was up 27.7% compared to the same quarter last year. Research analysts anticipate that JPMorgan Chase & Co. will post 24.28 earnings per share for the current year. Wall Street Analyst Weigh In JPM has been the topic of a number of recent analyst reports. Barclays increased their target price on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a research report on Wednesday, July 15th. Royal Bank Of Canada raised their price objective on JPMorgan Chase & Co. from $330.00 to $370.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Citigroup boosted their target price on JPMorgan Chase & Co. from $325.00 to $360.00 and gave the company a “neutral” rating in a report on Monday, July 20th. Wells Fargo & Company raised their price target on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the stock an “overweight” rating in a research note on Friday, August 14th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $418.00 price target on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, JPMorgan Chase & Co. has a consensus rating of “Moderate Buy” and an average target price of $359.96.

View Our Latest Stock Report on JPMorgan Chase & Co.

Insiders Place Their Bets In other JPMorgan Chase & Co. news, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the transaction, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. This represents a 11.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total transaction of $903,525.00. Following the sale, the insider owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. The trade was a 3.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company’s stock.

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

Positive Sentiment: JPMorgan expects approximately $138 billion of buyout debt to come to market, highlighting potential fee opportunities for its leveraged-finance and investment-banking businesses. Buyout Debt Is Surging to Levels Not Seen Since Before the Financial Crisis Positive Sentiment: The bank appointed its APAC and EMEA technology investment-banking chiefs as international co-heads, reinforcing its global technology franchise and succession depth. JPMorgan names APAC, EMEA tech investment banking chiefs as international co-heads Positive Sentiment: Heavy Treasury and corporate-bond issuance could support JPMorgan’s underwriting and trading businesses, although the benefit depends on sustained issuer and investor demand. Why Corporate Bonds Are Giving Treasuries a Tough Time Neutral Sentiment: JPMorgan was named broker for CSL’s on-market share buyback and ceased substantial-holder status in Peet Limited. These mandates and portfolio changes demonstrate client activity but are unlikely to materially affect JPM’s earnings. CSL Appoints J.P. Morgan as Broker for On-Market Share Buy-Back Neutral Sentiment: JPMorgan’s research points to a possible rebound in healthcare ETF flows, while its analysts remain constructive on selected sectors and stocks. This may generate research-related attention but has limited direct impact on JPM’s financial results. Healthcare ETFs Were Left Behind. JPMorgan Sees the Money Coming Back Negative Sentiment: Analysts warn that fading capital-markets momentum could produce uneven third-quarter results for JPMorgan and other large banks, particularly if deal activity and trading revenue soften. Capital Markets Momentum Fades: What it Means for Big Banks in Q3 Negative Sentiment: One valuation-focused analysis recommends holding JPM’s common shares rather than aggressively buying them at roughly 3.2 times book value, signaling limited upside after the stock’s strong run. JPMorgan: Start Accumulating The Preferred For Income, Hold The Common At 3.2x Book (Free Report)

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, lending, payments, investment banking, asset management and wealth management services to consumers, businesses, institutional clients and governments.

The company operates through four primary business areas: Consumer & Community Banking; Commercial & Investment Banking; Asset & Wealth Management; and Corporate. Its offerings include deposit accounts, credit cards, mortgages, auto loans, business banking, commercial lending, treasury services, investment banking, securities trading, investment management and private banking.

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

Further Reading Five stocks we like better than JPMorgan Chase & Co. Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).

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Toronto, Ontario--(Newsfile Corp. - September 9, 2026) - GT Resources Inc. (TSXV: GT) (OTCQB: CGTRF) (FSE: 7N1) the ("Company" or "GT") is pleased to announce initial results from the 2026 field program on the recently optioned CD Project in Yukon's Dawson Range Gold Belt, located near Carmacks (the "Property" or "CD") (Figure 1). CD hosts a gold - copper porphyry target, with valid drill permits until 2033 and co-incident soil and geophysical anomalies.

"GT's first work program at CD consisted of geological mapping, prospecting and soil sampling. The field program confirmed historic soil and bedrock gold-copper anomalies and significantly expanded our knowledge of the geology and alteration styles present on the property. This work has re-enforced our thesis that we have an untested porphyry system, and we also have indications of skarn type mineralization.

The work program also included a focused airborne MobileMT survey ("Mobile MagnetoTellurics") results of which are expected shortly. This technology was specifically chosen for its ability to map subsurface resistivity and conductivity to help identify disseminated sulphide mineralization, alteration, and geological contacts at depth. The data being obtained complements the existing ground-based IP ('Induced Polarization") and magnetics surveys thereby allowing GT to create a detailed 3D model of the Maloney Porphyry target which will help identify high-priority drill targets," commented Neil Pettigrew, Vice President of Exploration.

The CD Project exhibits significant geological parallels to Western Copper and Gold's Casino Porphyry deposit, situated 90 kilometers to the northwest. The Casino deposit hosts a Measured and Indicated Resource Estimate of 7.6 billion pounds of copper and 14.8 million ounces of gold (Roth et al. 2022 ).

Exploration Plan and Next Steps

2026

GT's inaugural work program has aided the definition of Maloney Porphyry targets and reduced the reliance on expensive higher risk broadly spaced or conceptual drill testing, thereby supporting a more efficient allocation of exploration risk capital.

Mineralogical studies to further refine porphyry style alteration halos and age dating of prospective porphyry intrusive rocks are planned prior to drill testing.

2027

GT's plans to conduct a 2,500 to 3,000 meter diamond drill program at the beginning of the exploration season. This campaign will be designed systematically to test the gold-rich copper porphyry potential and high-grade gold-silver vein targets.

Field Program Highlights

Maloney Target:

Multi-Intrusive Porphyry System:

Geological mapping revealed a series of feldspar porphyry dykes some of which possess disseminated copper mineralization and porphyry-style stockwork veining. Traditionally these dykes have been assigned to the older Whitehorse suite but remain un-dated and may simply represent a different phase of the prospective younger Casino / Prospector suite pointing toward a multi-intrusive porphyry centre at Maloney.

Porphyry Style Alteration and Brecciation:

Strong phyllic (sericite-quartz-pyrite) alteration is associated with quartz-feldspar porphyry brecciation of wall rock quartzite.

Localized potassic actinolite-magnetite-quartz+/-biotite alteration.

Widespread epidote-magnetite-pyrite alteration of wall rock especially felsic tuff proximal to feldspar porphyry dykes suggests potential for copper- gold skarn style mineralization.

Coincident Soil and Geophysical Anomalies with Alteration Halos

The central magnetic high is a result of strong magnetite alteration of feldspar porphyry dykes and wall rock.

The IP chargeability anomaly correlates well with a strong gold-in-soil anomaly which in turn correlates with a zone of strong brecciation and phyllic alteration surrounding the magnetic high.

Schist Target, an untested vein hosted gold-silver system

Prospecting returned up to 5.6 g/t gold in weathered breccia vein material confirming historic results (6.29 g/t gold in grabs and trench chip samples of 1.67 g/t gold over 6.5 meters)

Of the 41 prospecting samples collected over 10% returned greater than 1.0 g/t gold

Soil sampling returned up to 0.141 ppm gold confirming historic gold-in-soil anomalies

Recent work suggests the Schist Target is a structurally controlled vein breccia zone with a strong arsenic-antimony-mercury-lead pathfinder signature suggesting an epithermal gold system likely resenting a more distal porphyry-related hydrothermal system.

Geology of the CD Project

The CD Project lies within the Yukon-Tanana terrane (Figure 1), a continental arc that developed along the ancient Pacific margin of North America from the Late Devonian to Permian and is situated between the Tintina Fault to the northeast, and the Denali Fault to the southwest. In the CD Project vicinity, specifically the Maloney Target area, the terrane is dominated by the Devonian and older rocks of the Snowcap Assemblage, which is in turn dominated by fine clastic rocks, quartzite, psammite and conglomerate, including marble horizons metamorphosed to amphibolite grade. The Snowcap Assemblage has been intruded by numerous intermediate to felsic granitoid batholiths since the early Jurassic, notably in the Casino and CD areas by the voluminous mid-Cretaceous Whitehorse Suite. The Whitehorse Suite intrusive event (~100-111 million years) was followed by a more restricted late Cretaceous Casino / Prospector Mountain Suite (~79-72 million years) felsic intrusive event which is closely associated with mineralization at the Casino, Klaza and Mount Nansen deposits. (Figure 1).

Geological mapping and exploration in general at CD has historically been complicated by limited outcrop, surficial cover, loess and deep weathering, typical of parts of the unglaciated or partially glaciated Yukon Plateau. From available outcrop, the geology, structure and intrusive relationships at the CD Project have many analogs to the Casino deposit. At Casino a late Cretaceous porphyry (Patton Porphyry) has intruded and brecciated surrounding Whitehorse rocks. This strongly phyllic and potassic altered-breccias which hosts the gold-rich copper mineralization contains abundant disseminated pyrite and chalcopyrite and forms a discrete (~1,800 x 1,000 m) pipe shaped halo surrounding the relatively massive Patton Porphyry. At CD, mapping indicates similar relationships with both Snowcap rock intruded by late Casino / Prospector suite age (~75 million years) quartz-feldspar porphyritic rocks with widespread phyllic alteration (sericite-quartz-pyrite) and local intense brecciation. Geophysical data at CD displays a similar geometry to Casino with a magnetic core interpreted to represent a series of feldspar porphyry dykes and associated magnetite-rich alteration plunging to the southeast flanked by a phyllic altered and brecciated IP chargeability rim (Figure 3).

Another style of mineralization present at CD is the vein hosted gold-silver mineralization present at the Schist Target (Figure 4). Less is known about this style of mineralization, and no drilling has been conducted. The mineralization at Schist may be related to the nearby, younger Klaza-style vein hosted gold-silver-lead-zinc deposit (Figure 1) or a more distal epithermal phase of yet to be identified porphyry system. The Schist target comprises gold, silver bearing breccia veins with arsenic-antimony-mercury-lead pathfinder signatures in hydrothermally altered Snowcap assemblage rocks. Mineralization within the breccia veins consists of fine-grained disseminated pyrite and arsenopyrite with manganese oxide, limonite and strong silica-sericite alteration. The Schist target contains a widespread (2,000 x 500 m) gold and arsenic-in-soil anomaly and numerous placer mining claims have recently been staked in the area.

Structurally, CD, Casino and Klaza are all located near the intersection of large-scale northwest and smaller scale northeast structures which may provide dilation for late Cretaceous porphyry intrusions and/or hydrothermal vein formation.

Figure 1. (A) Location map of the CD project and nearby advanced projects (blue dots) and exploration projects (orange dots) within the Dawson Range Gold Belt. (B) Regional geology surrounding the CD project, including location of nearby deposits (blue) and exploration projects (orange), notably those of similar late Cretaceous age "Casino & Prospector Mountain Suite" including Casino, Klaza and Mount Nansen.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/6502/313486_e30111a8a4bb6b7c_001full.jpg

Figure 2. Re-interpreted geology and alteration halos of Maloney Porphyry target area resulting form the 2026 mapping program, including recently collected prospecting samples (diamonds) and soil samples (triangles) overlaid on historic Au-in-Soil samples (circles).

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/6502/313486_e30111a8a4bb6b7c_002full.jpg

Figure 3. 3D Isometric view looking northwest of CD's porphyry target showing a core defined by an inverted magnetic high (purple) flanked by an IP chargeability high rim (orange). This pattern is interpreted to be a magnetic porphyritic intrusive and alteration (epidote-pyrite-magnetic & actinote-magnetite-quartz+/-biotite) plunging to the southeast surrounded by strong phyllic (sericite-quartz-pyrite) alteration halo, brecciation and veining similar to the mineralized breccia zone which surrounds an unmineralized porphyry intrusive core at the Casino deposit.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/6502/313486_e30111a8a4bb6b7c_003full.jpg

Figure 4. Shist Gold - Silver Target, with historic gold-in-soil anomalies showing revised geology and recent prospecting and soil sample which correlate well with historic results. Field observation indicates mineralization is hosted withing intensely silicified and sericitized vein breccias with a strong east-west structural control. 

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/6502/313486_e30111a8a4bb6b7c_004full.jpg

Figure 5. Alteration styles form the Maloney Porphyry Target area. A. Maloney Main showing chalcopyrite mineralized feldspar porphyry showing strong weather rind. B. Potassic magnetite - actinolite - quartz +/- biotite stockwork and brecciation in feldspar porphyry. C. Strong Epidote +/- magnetite +/- pyrite replacing felsic tuff wall rock. D. Intense phyllic (sericite - quartz +/- pyrite) altered quartz-feldspar porphyry brecciating quartzite and schist wall rock. E. Phyllic Stockwork (bleaching) alteration of mafic gneiss. F. Multiphase quartz stockwork veining in altered felsic tuff wall rock adjacent to the feldspar porphyry contact.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/6502/313486_e30111a8a4bb6b7c_005full.jpg

Table 1. Select 2026 prospecting and soil samples form the Maloney and Schist Target areas.

Sample 
No.UTM EastingUTM NorthingTargetRock Type / Soil Au 
ppmAg
 ppmCu
 ppmMo
 ppmAs
 ppmHg
 ppmSb
 ppmPb
 ppmZn
 ppmK1355043597756884343SchistBreccia5.64013.79420500.6849125746K1355053597726884342SchistQuartzite4.8602.915128200.6444234K1355063597766884334SchistBreccia1.95067130201.355622775K1355133600396884433SchistQuartzite1.2152.510141400.0962934K1355153600406884435SchistSchist1.8701.310165700.0895876K1355223601236884428SchistQuartz vein0.3831.19136500.05196604K1355413582536882992SchistGranodiorite0.01924.938202940.0331635285K1355463588046882916SchistQuartz vein0.1983.8819130.0278401818K1355473588036882919SchistFelsic Dyke0.124<0.565225000.0411771782K1355483484326878165MaloneyFeldspar Porphyry0.030<0.5161068<0.005<5617K1355493484346878167MaloneyFeldspar Porphyry0.055<0.5531210<0.005<5613K1355623483006878381MaloneyFeldspar Porphyry0.027<0.53714<5<0.005<5626K1355723474276878824MaloneyFelsic Tuff0.13113881110.005<51631K1355733473776878785MaloneyFelsic Tuff0.0260.63803110.006<52419K1355833494466878134MaloneyQuartzite0.1040.5546<1<5<0.005<51171K1356013599096884346SchistSoil0.1410.7314.40.9528700.4627.214.225K1356023599766884348SchistSoil0.0470.09110.452170.074.525.129K1356033600256884312SchistSoil0.0420.3613.20.452120.214.213.927K1356043597266884091SchistSoil0.0050.14112.53.2456.60.263.559.9122K1356053503016878324MaloneySoil0.0200.2658.80.7611.90.020.521044K1356063502996878350MaloneySoil0.0110.1349.70.67.70.020.48.444K1356073501956878259MaloneySoil0.0720.3496.21.8812.60.030.89.246K1356083503026878250MaloneySoil0.1270.253481.6318.60.010.7913.441K1356093474726878838MaloneySoil0.0310.7534911.122.60.012.6617.828K1356103470046878818MaloneySoil0.0040.0794.81.88.30.010.3610.553* Grab samples are selective by nature and may not be representative of average grades across the property.
* Select soil samples were collected to confirm historic Au and Cu-in-soil anomalies.

QA/QC

A total of 70 prospecting and 10 soil samples were submitted for analysis. Certified Reference Material consisting of standards and blanks were inserted every 10th sample into the sample stream by Company staff. All Standards passed within 3 standard deviations of the certified value. All blanks returned below the <0.005 gold detection limit. Samples were collected and deliver the ALS Geochemistry - Whitehorse by Company Employees. Samples were analysed for gold by fire assay with an atomic absorption finish and multi element with four-acid digestion followed by Inductively Coupled Plasma Atomic Emission Spectroscopy.

References

Paulter, J., 2018. Technical Report on the CD Project in the Dawson Range Copper - Gold belt, Yukon territory for Strategic Metals Ltd.

Roth, D., Hester, M., Marek, J.M., Tahija, L.M., Schulze, C., Friedman, D., Weston, S., 2022. Casino Project Form 43-101F1 Technical Report, Feasibility Study, Yukon, Canada.

Qualified Person
The technical information in this release has been reviewed and approved by Neil Pettigrew, M.Sc., P.Geo., Vice President of Exploration and a director of the Company and the Qualified Person as defined by National Instrument 43-101.

About GT Resources
GT Resources Inc. (TSXV: GT) (OTCQB: CGTRF) (FSE: 7N1) is a mineral exploration company focused on the discovery and de-risking of district-scale assets in top tier mining jurisdictions. The Company's strategy is driven by a disciplined, science-based methodology designed to create shareholder value by advancing high-potential properties toward production within robust regulatory frameworks.

In Finland, the Company is advancing its flagship Läntinen Koillismaa ("LK") Project, which hosts significant mineral resources including palladium, platinum, gold, copper, and nickel. In Canada, GT maintains a portfolio of earlier-stage, pre-resource projects targeting critical and precious metals. The quality and scale of the Company's project portfolio has attracted strategic investment from Glencore plc, one of the world's largest diversified natural resource companies.

Follow GT Resources on LinkedIn, Twitter, and at https://gtresourcesinc.com/.

ON BEHALF OF THE BOARD
"Derrick Weyrauch"
President & CEO, Director

For further information contact:
Derrick Weyrauch, President & CEO or Neil Pettigrew, Vice President Exploration
Email: [email protected]

Neither the TSX Venture Exchange nor its Market Regulator (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

This press release is not an offer or a solicitation of an offer of securities for sale in the United States of America. The common shares of GT Resources Inc. have not been and will not be registered under the U.S. Securities Act of 1933, as amended, and may not be offered or sold in the United States absent registration or an applicable exemption from registration.

Information set forth in this press release may contain forward-looking statements. Forward-looking statements are statements that relate to future, not past events. In this context, forward-looking statements often address a company's expected future business and financial performance, and often contain words such as "anticipate", "believe", "plan", "estimate", "expect", and "intend", statements that an action or event "may", "might", "could", "should", or "will" be taken or occur, or other similar expressions. By their nature, forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause our actual results, performance or achievements, or other future events, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Such factors include, among others, risks associated with project development; the need for additional financing; operational risks associated with mining and mineral processing; fluctuations in mineral and commodity prices; title matters; environmental liability claims and insurance; reliance on key personnel; the absence of dividends; competition; dilution; the volatility of our common share price and volume; and the impact of governmental entities. Forward-looking statements are made based on management's beliefs, estimates and opinions on the date that statements are made and the Company undertakes no obligation to update forward-looking statements if these beliefs, estimates and opinions or other circumstances should change. Investors are cautioned against attributing undue certainty to forward-looking statements.

Mineralization at Casino is not necessarily indicative of mineralization at the CD project.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/313486

Source: GT Resources Inc.

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Baird Financial Group Inc. lessened its position in ExxonMobil Corporation (NYSE:XOM – Free Report) by 2.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,323,923 shares of the oil and gas company’s stock after selling 32,100 shares during the quarter. Baird Financial Group Inc.’s holdings in ExxonMobil were worth $181,007,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in XOM. Aventus Investment Advisors Inc. bought a new position in shares of ExxonMobil during the 2nd quarter valued at about $27,000. Portus Wealth Advisors LLC purchased a new position in shares of ExxonMobil during the 1st quarter valued at about $36,000. Berbice Capital Management LLC bought a new stake in ExxonMobil in the 4th quarter worth approximately $26,000. E Fund Management Hong Kong Co. Ltd. lifted its position in ExxonMobil by 456.1% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 228 shares of the oil and gas company’s stock worth $27,000 after buying an additional 187 shares during the last quarter. Finally, Atlantic Private Wealth LLC boosted its stake in ExxonMobil by 776.9% in the first quarter. Atlantic Private Wealth LLC now owns 228 shares of the oil and gas company’s stock worth $39,000 after buying an additional 202 shares in the last quarter. Hedge funds and other institutional investors own 61.80% of the company’s stock.

Wall Street Analyst Weigh In Several research analysts have commented on XOM shares. TD Cowen lifted their price target on shares of ExxonMobil from $155.00 to $168.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Freedom Capital raised shares of ExxonMobil from a “strong sell” rating to a “hold” rating in a research note on Tuesday, August 4th. Piper Sandler increased their target price on shares of ExxonMobil from $158.00 to $185.00 and gave the company a “neutral” rating in a report on Thursday, September 3rd. Zacks Research cut shares of ExxonMobil from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 26th. Finally, Wall Street Zen raised shares of ExxonMobil to a “hold” rating in a research note on Saturday. Ten analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, ExxonMobil currently has a consensus rating of “Hold” and a consensus price target of $167.45.

Get Our Latest Stock Analysis on XOM ExxonMobil Stock Up 0.8% Shares of NYSE XOM opened at $160.76 on Wednesday. The company has a quick ratio of 0.85, a current ratio of 1.13 and a debt-to-equity ratio of 0.12. ExxonMobil Corporation has a 52 week low of $110.39 and a 52 week high of $176.41. The firm’s fifty day moving average is $153.93 and its 200 day moving average is $152.45. The company has a market cap of $666.36 billion, a price-to-earnings ratio of 20.69, a PEG ratio of 0.97 and a beta of 0.18.

ExxonMobil (NYSE:XOM – Get Free Report) last announced its quarterly earnings results on Friday, July 31st. The oil and gas company reported $3.52 earnings per share for the quarter, missing the consensus estimate of $3.56 by ($0.04). The firm had revenue of $114.53 billion for the quarter, compared to analysts’ expectations of $109.94 billion. ExxonMobil had a net margin of 8.88% and a return on equity of 13.14%. During the same period in the previous year, the company earned $1.64 EPS. On average, equities research analysts expect that ExxonMobil Corporation will post 11.98 earnings per share for the current year.

ExxonMobil Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 17th will be paid a dividend of $1.03 per share. This represents a $4.12 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Monday, August 17th. ExxonMobil’s dividend payout ratio is 53.02%.

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

Positive Sentiment: Debt tender offer signals active liability management: ExxonMobil’s wholly owned Pioneer Natural Resources subsidiary offered to purchase up to $2.1 billion of outstanding senior notes—$1.1 billion due in 2030 and $1 billion due in 2031. The move could reduce refinancing exposure and optimize debt costs, supporting investor confidence. The offers expire September 14. ExxonMobil cash tender offers Positive Sentiment: Analysts remain constructive: Piper Sandler sees ExxonMobil potentially reaching new highs after a roughly 30% 2026 rally, citing elevated oil prices and solid earnings. Other coverage points to higher oil prices, cost savings and lower debt as potential drivers of future profits. Piper Sandler ExxonMobil outlook Positive Sentiment: Papua LNG advances: ExxonMobil is set to become operator of the Papua LNG project after development costs were reduced to approximately $14 billion. Progress toward a final investment decision strengthens Exxon’s long-term production and LNG growth pipeline, though it will require substantial capital. Papua LNG cost reduction Neutral Sentiment: Dividend record supports the investment case: ExxonMobil has raised its dividend for 43 consecutive years, including during the 2020 downturn. The history reinforces its reputation for shareholder returns but does not represent a new payout increase. ExxonMobil dividend history Neutral Sentiment: Possible Venezuela opportunity remains speculative: Chevron’s expanded Venezuelan agreement could provide a model for ExxonMobil to re-enter the country, but management previously called the market “uninvestable.” Any benefit depends on sanctions, political stability and contract terms. ExxonMobil and Venezuela Negative Sentiment: Kashagan dispute is unresolved: Kazakhstan paused enforcement of a reported $5.06 billion environmental claim involving the Kashagan project, offering near-term relief. However, international arbitration continues, leaving a significant legal and financial overhang. ExxonMobil Kazakhstan dispute ExxonMobil Company Profile (Free Report)

Exxon Mobil Corporation, doing business as ExxonMobil, is an integrated energy company engaged in the exploration, development, production and marketing of crude oil and natural gas. Its upstream operations support oil and natural gas production in multiple regions worldwide, while its downstream businesses refine crude oil into fuels and other petroleum products for commercial, industrial and consumer markets.

Through its product solutions businesses, ExxonMobil manufactures and markets lubricants, specialty fluids, petroleum-derived products and chemical products, including commodity and performance chemicals used in packaging, automotive components, construction materials and other industrial applications.

Recommended Stories Five stocks we like better than ExxonMobil Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding XOM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for ExxonMobil Corporation (NYSE:XOM – Free Report).

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GE Aerospace (GE.N) has acted to contain shortages of precision jet engine parts while securing valuable technology by breaking ​into the inner circle of castings manufacturers with a $12 billion purchase of Consolidated Precision Products.

Buying CPP, the world's third-largest maker ‌of the metallic components needed for engine turbine blades, is the latest step in a years-long effort to strengthen aerospace supply chains.

GE Aerospace CEO Larry Culp, announcing his largest acquisition since turning round and splitting industrial giant General Electric, called the capacity "mission-critical".

The deal illustrates a shift from winning new orders to production strategy in the overstretched aerospace industry, whose biggest ​challenge is delivering on seven- to10-year order books.

CASTINGS CHOKEPOINT SINCE COVID TIMES
Castings — parts made from liquid metal that are difficult to mass-produce — and ​forgings, which are made from solid metal and just as hard to make, have been one of the industry's ⁠most intractable chokepoints since the COVID-19 pandemic.

GE's competitors are also seeking to address the issue. Pratt & Whitney (RTX.N) said last year it was adding an in-house ​casting foundry in North Carolina, while Rolls-Royce (RR.L) is expanding an existing plant in Britain.

Based on age-old techniques involving wax replicas — and relying on avant-garde technology ​to withstand temperatures above their melting point — turbine blades stand at the pinnacle of costly aerospace manufacturing, according to analysts.

They have also been at the centre of wider production snags, fuelling tensions between the engine industry and airlines.

Decades of investment and specialist knowledge have made the handful of players difficult to imitate and kept prices high.

"It's the black art of ​manufacturing, which has always been a huge barrier," said AeroDynamic Advisory Managing Director Kevin Michaels.

"It is the hardest thing to do...You might have to ​throw away half or more of what you make."

CPP is one of four major global suppliers for such castings and supplies a quarter of GE's needs, according to Jefferies.

GE ‌has courted ⁠the Ohio-based firm for years as it sought an insurance policy against any disruption from larger suppliers Howmet (HWM.N) or Precision Castparts Corp, industry sources said. Neither company had any immediate comment.

DEAL WILL FACE ANTITRUST SCRUTINY
Expansion is not solely driven by bottlenecks.

GE plans to use its LEAN production system to improve efficiency and unlock greater rewards. Analysts say a tone was set by the turnaround and IPO of UK peer Doncasters (DPC.N).

Castings and forgings are also at the centre of ​a strategic contest between developers of ​the next generation of engines. China ⁠is also pursuing a place in the market, Michaels said.

"They (GE) are expecting a return that allows them to make this work financially, but it also allows them to own a piece of the supply chain that is critical ​to the future of engine performance," Jerrold Lundquist, managing director of advisory firm The Lundquist Group, said.

Broader competition ​for advanced metal parts ⁠was highlighted last week by Elon Musk who posted that plans by SpaceX to handle separate castings in-house would be a "profound game-changer".

Deals like GE's are not without risk. They include scaring away rivals who also buy from CPP, or losing favour with large suppliers such as Howmet with which GE also does business.

The ⁠deal will in ​addition face antitrust scrutiny. GE is expected to point to its existing ownership of Italian ​gear maker Avio Aero — a major supplier to Pratt & Whitney, which declined to comment.

"I would expect GE to be required to divest certain facilities, making the integration process and any related ​carve-outs quite complex," said Matteo Peraldo, aerospace and defence partner at U.S.-based AlixPartners.

Baird Financial Group Inc. increased its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 6.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,631,065 shares of the cell phone carrier’s stock after buying an additional 149,754 shares during the quarter. Baird Financial Group Inc. owned 0.06% of Verizon Communications worth $111,399,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the stock. Beacon Investment Advisory Services Inc. boosted its stake in shares of Verizon Communications by 13.7% in the 2nd quarter. Beacon Investment Advisory Services Inc. now owns 16,306 shares of the cell phone carrier’s stock valued at $690,000 after purchasing an additional 1,963 shares in the last quarter. Stableford Capital II LLC lifted its holdings in Verizon Communications by 491.8% during the 2nd quarter. Stableford Capital II LLC now owns 25,686 shares of the cell phone carrier’s stock valued at $1,088,000 after purchasing an additional 21,346 shares during the last quarter. XY Planning Network Inc. lifted its holdings in Verizon Communications by 13.1% during the 2nd quarter. XY Planning Network Inc. now owns 5,394 shares of the cell phone carrier’s stock valued at $228,000 after purchasing an additional 624 shares during the last quarter. BayBridge Capital Group LLC boosted its position in Verizon Communications by 2.0% in the second quarter. BayBridge Capital Group LLC now owns 34,771 shares of the cell phone carrier’s stock valued at $1,472,000 after buying an additional 696 shares in the last quarter. Finally, Arizona State Retirement System boosted its position in Verizon Communications by 0.4% in the second quarter. Arizona State Retirement System now owns 1,159,870 shares of the cell phone carrier’s stock valued at $49,109,000 after buying an additional 4,644 shares in the last quarter. 62.06% of the stock is currently owned by institutional investors.

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

Positive Sentiment: Verizon signed a multibillion-dollar supply agreement with Corning for high-density optical fiber running through 2032. The commitment is intended to expand broadband access and strengthen infrastructure for rising AI-related data traffic, providing greater long-term visibility for Verizon’s network buildout. Verizon signs optical fiber deal with Corning to expand broadband, support AI growth Positive Sentiment: The agreement reportedly covers approximately 80 million miles of fiber and could help Verizon meet growing demand for consumer broadband, business connectivity and converged services. Investors may view the deal as supporting customer growth and reinforcing Verizon’s competitive position in infrastructure tied to AI demand. Verizon Just Locked In 80 Million Miles of Fiber Through 2032 Neutral Sentiment: The deal’s strategic benefits are clear, but the articles do not disclose its precise financial terms. Verizon will likely need to commit substantial capital and operating resources, so the effect on margins, free cash flow and returns will depend on execution and broadband subscriber growth. Verizon, Corning Reach Multi-Billion Dollar Agreement for Broadband Expansion Negative Sentiment: Some market commentary points to investors rotating away from defensive, high-yield telecommunications stocks after Verizon’s strong run. Brokerages maintain a consensus “Hold” recommendation, suggesting much of the recent recovery may already be reflected in the share price. Shift Away from Defensive Plays Hits Verizon Communications Verizon Communications Price Performance VZ opened at $50.40 on Wednesday. The company has a debt-to-equity ratio of 1.36, a current ratio of 0.60 and a quick ratio of 0.57. The stock has a market capitalization of $209.40 billion, a P/E ratio of 13.12, a price-to-earnings-growth ratio of 1.70 and a beta of 0.26. The company’s 50 day simple moving average is $46.61 and its 200-day simple moving average is $47.50. Verizon Communications Inc. has a one year low of $38.39 and a one year high of $51.68. Verizon Communications (NYSE:VZ – Get Free Report) last posted its quarterly earnings data on Friday, July 24th. The cell phone carrier reported $1.30 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.03. Verizon Communications had a net margin of 11.64% and a return on equity of 19.48%. The firm had revenue of $34.25 billion during the quarter, compared to analysts’ expectations of $35.16 billion. During the same quarter in the previous year, the company posted $1.22 EPS. Verizon Communications’s revenue was down .7% on a year-over-year basis. Verizon Communications has set its FY 2026 guidance at 4.990-5.040 EPS. Sell-side analysts anticipate that Verizon Communications Inc. will post 5.03 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades VZ has been the subject of several recent analyst reports. Royal Bank Of Canada raised their price objective on shares of Verizon Communications from $46.00 to $47.00 and gave the stock a “sector perform” rating in a report on Monday, July 27th. Weiss Ratings reissued a “buy (b)” rating on shares of Verizon Communications in a report on Wednesday, August 26th. BNP Paribas Exane decreased their price target on Verizon Communications from $46.00 to $44.00 and set a “neutral” rating on the stock in a research report on Tuesday, July 14th. Scotiabank raised their price target on Verizon Communications from $51.50 to $52.50 and gave the company a “sector outperform” rating in a report on Monday, July 27th. Finally, Wells Fargo & Company lifted their price objective on Verizon Communications from $43.00 to $47.00 and gave the company an “equal weight” rating in a research report on Monday, July 27th. Eight investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $50.97.

Read Our Latest Stock Analysis on VZ

Insider Activity at Verizon Communications In other news, CEO Kyle Malady sold 1,100 shares of Verizon Communications stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $50.50, for a total value of $55,550.00. Following the completion of the sale, the chief executive officer directly owned 107,666 shares of the company’s stock, valued at approximately $5,437,133. This trade represents a 1.01% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 3,300 shares of company stock valued at $164,164. 0.03% of the stock is currently owned by company insiders.

(Free Report)

Verizon Communications Inc is a telecommunications company that provides wireless communications, broadband, and related technology services. Its offerings include mobile voice and data plans, 5G connectivity, fixed wireless access, fiber-optic internet through Verizon Fios, home services, and connected-device solutions.

Through Verizon Business, the company serves enterprises, government agencies, and other organizations with communications networks, managed connectivity, cybersecurity, cloud and edge-computing services, unified communications, and Internet of Things solutions.

Read More Five stocks we like better than Verizon Communications Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding VZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Verizon Communications Inc. (NYSE:VZ – Free Report).

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Baird Financial Group Inc. boosted its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 1.3% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,953,823 shares of the home improvement retailer’s stock after purchasing an additional 38,181 shares during the period. Home Depot accounts for about 1.4% of Baird Financial Group Inc.’s portfolio, making the stock its 14th biggest holding. Baird Financial Group Inc. owned about 0.30% of Home Depot worth $1,041,754,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Advocate Investing Services LLC bought a new stake in shares of Home Depot during the fourth quarter worth about $25,000. Zeit Capital LLC acquired a new stake in Home Depot during the 2nd quarter worth approximately $26,000. Parvin Asset Management LLC boosted its position in Home Depot by 110.0% during the 3rd quarter. Parvin Asset Management LLC now owns 63 shares of the home improvement retailer’s stock worth $26,000 after buying an additional 33 shares during the period. Cache Advisors LLC bought a new stake in Home Depot during the 1st quarter worth approximately $27,000. Finally, Merkkuri Wealth Advisors LLC bought a new stake in Home Depot during the 1st quarter worth approximately $28,000. 70.86% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Home Depot In related news, EVP Michael F. Rowe sold 710 shares of the company’s stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $336.76, for a total transaction of $239,099.60. Following the transaction, the executive vice president directly owned 6,838 shares of the company’s stock, valued at approximately $2,302,764.88. This represents a 9.41% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Teresa Roseborough sold 2,455 shares of the stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $328.77, for a total value of $807,130.35. Following the completion of the transaction, the executive vice president owned 14,061 shares in the company, valued at approximately $4,622,834.97. The trade was a 14.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 9,154 shares of company stock valued at $3,132,798. Corporate insiders own 0.08% of the company’s stock.

Home Depot Stock Performance HD stock opened at $313.58 on Wednesday. The firm has a market cap of $312.86 billion, a PE ratio of 21.94, a price-to-earnings-growth ratio of 3.53 and a beta of 0.95. The company has a current ratio of 1.08, a quick ratio of 0.31 and a debt-to-equity ratio of 2.64. The stock has a 50-day moving average price of $337.98 and a 200-day moving average price of $335.09. The Home Depot, Inc. has a 1-year low of $289.10 and a 1-year high of $426.75. Home Depot (NYSE:HD – Get Free Report) last issued its earnings results on Tuesday, August 18th. The home improvement retailer reported $4.92 earnings per share for the quarter, topping analysts’ consensus estimates of $4.73 by $0.19. The business had revenue of $47.86 billion during the quarter, compared to the consensus estimate of $47.24 billion. Home Depot had a return on equity of 106.42% and a net margin of 8.41%.The firm’s revenue for the quarter was up 5.7% on a year-over-year basis. During the same period in the previous year, the company posted $4.68 earnings per share. Home Depot has set its FY 2026 guidance at 14.690-15.278 EPS. As a group, equities research analysts expect that The Home Depot, Inc. will post 15 earnings per share for the current year.

Home Depot Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Thursday, September 3rd will be issued a $2.33 dividend. This represents a $9.32 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date is Thursday, September 3rd. Home Depot’s dividend payout ratio (DPR) is presently 65.22%.

Analyst Upgrades and Downgrades HD has been the subject of several recent research reports. Morgan Stanley decreased their price target on shares of Home Depot from $420.00 to $400.00 and set an “overweight” rating for the company in a research report on Wednesday, May 20th. DA Davidson restated a “buy” rating and issued a $377.00 price objective on shares of Home Depot in a report on Wednesday, August 19th. Mizuho raised their target price on Home Depot from $385.00 to $390.00 and gave the stock an “outperform” rating in a research report on Wednesday, August 19th. Oppenheimer reduced their price target on Home Depot from $405.00 to $310.00 and set a “market perform” rating on the stock in a research report on Monday, May 18th. Finally, JPMorgan Chase & Co. decreased their price target on Home Depot from $423.00 to $396.00 and set an “overweight” rating for the company in a research note on Wednesday, May 20th. Eighteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $375.54.

Get Our Latest Stock Analysis on HD

Home Depot Company Profile (Free Report)

The Home Depot, Inc is a home improvement retailer that sells building materials, appliances, decor, hardware, tools, paint, lawn and garden products, and related merchandise. The company serves do-it-yourself customers, professional contractors, homebuilders, and other commercial customers through its retail stores and digital platforms.

Home Depot also provides services such as equipment and tool rental, delivery, installation, and project support. Its professional-focused offerings include job-lot quantities, specialized products, credit services, and account support designed for contractors and other trade customers.

Founded in 1978 by Bernie Marcus, Arthur Blank, Ken Langone, and Pat Farrah, the company is headquartered in Atlanta, Georgia.

Read More Five stocks we like better than Home Depot Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For

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Baird Financial Group Inc. grew its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 2.9% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 110,233 shares of the investment management company’s stock after acquiring an additional 3,063 shares during the period. Baird Financial Group Inc.’s holdings in The Goldman Sachs Group were worth $111,487,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of GS. Audent Global Asset Management LLC boosted its holdings in shares of The Goldman Sachs Group by 10.1% in the fourth quarter. Audent Global Asset Management LLC now owns 5,238 shares of the investment management company’s stock valued at $4,604,000 after acquiring an additional 479 shares in the last quarter. Wealthfront Advisers LLC bought a new stake in The Goldman Sachs Group during the second quarter worth approximately $53,720,000. Oak Grove Capital LLC acquired a new stake in The Goldman Sachs Group in the fourth quarter worth approximately $1,890,000. Nomura Asset Management Co. Ltd. boosted its stake in The Goldman Sachs Group by 2.6% during the 4th quarter. Nomura Asset Management Co. Ltd. now owns 141,990 shares of the investment management company’s stock valued at $124,809,000 after purchasing an additional 3,653 shares in the last quarter. Finally, Global Retirement Partners LLC increased its position in shares of The Goldman Sachs Group by 35.0% during the 4th quarter. Global Retirement Partners LLC now owns 11,944 shares of the investment management company’s stock valued at $10,499,000 after purchasing an additional 3,098 shares during the period. 71.21% of the stock is owned by hedge funds and other institutional investors.

The Goldman Sachs Group Stock Performance Shares of GS stock opened at $1,034.99 on Wednesday. The Goldman Sachs Group, Inc. has a 1-year low of $738.54 and a 1-year high of $1,153.99. The company has a current ratio of 0.63, a quick ratio of 0.63 and a debt-to-equity ratio of 3.17. The company has a market capitalization of $301.36 billion, a price-to-earnings ratio of 15.97, a P/E/G ratio of 1.05 and a beta of 1.29. The stock’s fifty day simple moving average is $1,044.54 and its 200-day simple moving average is $973.81.

The Goldman Sachs Group (NYSE:GS – Get Free Report) last announced its quarterly earnings data on Tuesday, July 14th. The investment management company reported $20.98 earnings per share (EPS) for the quarter, topping the consensus estimate of $14.47 by $6.51. The Goldman Sachs Group had a return on equity of 19.16% and a net margin of 15.53%.The firm had revenue of $20.34 billion during the quarter, compared to the consensus estimate of $16.22 billion. During the same period in the prior year, the business earned $10.91 EPS. The business’s revenue for the quarter was up 39.4% on a year-over-year basis. On average, sell-side analysts predict that The Goldman Sachs Group, Inc. will post 68.89 earnings per share for the current fiscal year. The Goldman Sachs Group Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 29th. Stockholders of record on Tuesday, September 1st will be given a $5.00 dividend. This represents a $20.00 dividend on an annualized basis and a dividend yield of 1.9%. This is a positive change from The Goldman Sachs Group’s previous quarterly dividend of $4.50. The ex-dividend date of this dividend is Tuesday, September 1st. The Goldman Sachs Group’s payout ratio is currently 30.87%.

Wall Street Analysts Forecast Growth Several equities analysts have recently weighed in on GS shares. UBS Group raised their price objective on shares of The Goldman Sachs Group from $1,120.00 to $1,150.00 and gave the company a “neutral” rating in a research report on Monday, August 3rd. Bank of America upped their price target on The Goldman Sachs Group from $1,150.00 to $1,300.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Morgan Stanley set a $1,145.00 price objective on The Goldman Sachs Group in a research note on Wednesday, July 15th. Citigroup boosted their target price on The Goldman Sachs Group from $1,100.00 to $1,200.00 and gave the stock a “neutral” rating in a research report on Thursday, July 16th. Finally, HSBC raised The Goldman Sachs Group from a “hold” rating to a “strong-buy” rating in a report on Wednesday, August 5th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, The Goldman Sachs Group has an average rating of “Moderate Buy” and an average price target of $1,062.86.

Get Our Latest Report on GS

More The Goldman Sachs Group News Here are the key news stories impacting The Goldman Sachs Group this week:

Positive Sentiment: Goldman agreed to pay approximately $2.25 billion for the firm behind a popular Bitcoin-income ETF. The deal would expand Goldman’s asset-management and digital-asset capabilities, although investors will assess whether the price paid can generate attractive returns. Goldman Is Paying $2.25 Billion for the Firm Behind This Bitcoin Income Fund Positive Sentiment: The bank opened a Bellevue, Washington, engineering office for more than 125 employees focused on artificial intelligence and cloud transformation. The investment could improve operating efficiency and support technology-led products over time. Goldman expands AI push with new engineering office in Bellevue Positive Sentiment: Goldman is expanding its Canadian asset-management business through a deal with IG Wealth Management and has recently added pension-related assets. The moves could increase recurring management fees and diversify revenue beyond investment banking. Goldman expands in Canada via asset management deal with IG Neutral Sentiment: Goldman’s warnings that Brent crude could reach $120 per barrel if Strait of Hormuz disruptions worsen are increasing its visibility in commodities markets. Higher volatility may benefit trading revenue, but prolonged supply shocks could also raise inflation and recession risks for the broader financial sector. Goldman Sachs flips on oil-price forecasts and says $120 Brent could be next Neutral Sentiment: Goldman participated in India’s ARCIL IPO anchor round and was reported among major holders of XRP ETFs. These items reinforce its capital-markets and digital-asset activity but appear too small to materially change near-term earnings. Negative Sentiment: Analysts warn that capital-markets momentum is fading in the third quarter, creating the risk of uneven results for major banks. That concern may be prompting investors to lock in gains after GS rose 38.6% over the past year. Capital Markets Momentum Fades: What it Means for Big Banks in Q3 (Free Report)

The Goldman Sachs Group, Inc (NYSE:GS) is a global financial services company that provides investment banking, securities, asset management and wealth management services to corporations, financial institutions, governments and individuals. The company is headquartered in New York City and serves clients across North America, Europe, Asia-Pacific and other international markets.

Through its Global Banking & Markets segment, Goldman Sachs advises clients on mergers and acquisitions, capital raising, restructuring and other strategic transactions.

Further Reading Five stocks we like better than The Goldman Sachs Group Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For

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Brian Niccol's first two years at the helm of Starbucks (SBUX.O) have been a qualified success as his focus ‌on store improvements and marketing has brought customers back to the world's largest coffeehouse chain.

The "Back to Starbucks" restructuring strategy, however, has raised costs and squeezed margins. For Niccol, who marks two years as CEO on Wednesday, it will be the next two years that could determine if he can translate that recovery into the sustainable profits investors are demanding.

Starbucks had posted three consecutive quarters of falling ​comparable sales when Niccol took the reins in September 2024, underscoring customer dissatisfaction with long wait times, promotions that missed the mark and a complicated ​menu.

The declines would continue for another three quarters before sales started to recover, rising to 7.9% in the fiscal third quarter ended ⁠June 28 and marking the fourth straight quarter of improvement.

Rather than prioritizing near-term margins, Niccol has emphasised customer satisfaction, a philosophy that has underpinned Starbucks' decision to spend ​hundreds of millions of dollars on additional staffing to reduce wait times, and store improvements aimed at restoring the coffeehouse atmosphere that had helped make Starbucks a global brand.

The strategy ​harks back to Niccol's playbook from his previous job as Chipotle Mexican Grill's (CMG.N) CEO. There, he acknowledged the chain's shortcomings and revived sales after its food-safety crisis, burnishing his reputation as a brand-centered executive.

Under him, Starbucks has also emphasized marketing efforts, such as the company's product placement recently in the movie "The Devil Wears Prada 2".

Shares popped 24% on the day Niccol's hiring was announced. They have ​risen 30% since, lagging the broader S&P 500 index's roughly 40% gain, but performing better than declines at peers like McDonald's (MCD.N) and Chipotle over the same period.

"You can ​look at all sorts of stock metrics, but if the customer's not happy, it's not relevant," said Jake Dollarhide, CEO of Longbow Asset Management, an investor in Starbucks. Dollarhide said he ‌was skeptical of ⁠the turnaround as recently as six months ago, but has been won over by improvements in service time.

Those gains, however, have come at a cost. Starbucks has spent at least $500 million on labor investments as part of the reorganization, contributing to a decline in operating margin after Niccol took over.

As of the fiscal third quarter, operating margin was 12.9%, down from 15.8% in the same quarter two years earlier, according to LSEG data. The decline was steeper in North America — its largest market — where margin dropped ​to 13.6% from 21% in those periods.

"We ​will have to see if those investments ⁠pay off," said Brian Jacobsen, chief economic strategist of Annex Wealth Management.

A Starbucks spokesperson said in a statement the turnaround's investments in employees are "supporting sustained business momentum."

JOB CUTS, STORE CLOSURES
Niccol has already started laying the groundwork for the next phase, offering executives stock ​awards tied to cost-cutting targets through fiscal 2027.

Starbucks has closed hundreds of stores, including its once-celebrated Seattle roastery, and cut jobs at ​its corporate offices. In ⁠China, Starbucks sold control of its operations this year to revive growth in a market where low-cost rivals, including Luckin (LC0Ay.D), have gained market share.

The China deal is an example of Starbucks' corporate restructuring under Niccol that makes the brand "well positioned to convert stronger organic sales growth to profit growth," said Jim Sanderson, analyst at Northcoast Research.

But significant challenges remain. Starbucks has ⁠yet to reach ​a first labor contract with its U.S. barista union, which called for a consumer boycott in August.

The ​company has also faced scrutiny over its labor relations and abandoned an AI inventory-management system meant to help address persistent product challenges, though that has not dissuaded Wall Street.

"I'm impressed with how he takes full responsibility for his ​mistakes and is not afraid to pivot," Dollarhide said.

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10.05

$56.03

It's been a tumultuous summer for PayPal Holdings Inc. NASDAQ: PYPL: shares surged in July on news that Stripe and a private equity partner, Advent International, offered to buy the payments services firm after months of speculation. A quick two weeks later, PayPal reported better-than-expected Q2 2026 earnings, throwing investors for a loop and causing some to question whether the deal might actually not go through. In mid-August, the price of PayPal shares climbed above the $60.50 price that Stripe and Advent had set in their deal; two weeks later, the deal fell through, and PayPal shares tumbled.

Ultimately, the collapse of the potential deal does not change PayPal's underlying business and appeal, with a massive number of active users, a growing stablecoin, and strong fundamentals in multiple categories. This could make the current moment a good one to consider entering a position in PayPal, regardless of whether the deal becomes a possibility again.

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Is PayPal's Price Decline a Buy Opportunity or a Sign of a Takeover Premium?Key to an investor's assessment of PayPal at this stage is the fact that the company's board rejected Stripe's offer, which totaled about $53 billion and valued the company at $60.50 per share. This would suggest that leaders assessed this price tag to be insufficient—but then shares of PYPL collapsed by about 13% immediately after the deal fell through. They have since risen marginally but are still not back up to the $60.50 benchmark.

83rd Percentile

Hold

5.4% Upside

Healthy

Moderate

0.50 Selling Shares

7.81%

See Full Analysis

The question then becomes whether the deal collapse is actually an opportunity to buy PayPal at a discount to the rejected price from Stripe's offer, or if the sell-off actually reveals that a takeover premium had been artificially boosting the firm's valuation more than the underlying business itself could justify.

PayPal's Q2 earnings suggest the former may be more likely. The company reported earnings per share (EPS) of $1.38, 10 cents ahead of analyst predictions, and also raised full-year EPS guidance to $5.38. This positions the stock as a profitable fintech that is actually being priced now on its standalone turnaround potential.Its price-to-earnings (P/E) ratio of 10.4 is modest for the industry. Revenue climbed by a decent 4.8% year over year (YOY).

It would appear that PayPal's sales growth—moderate for now, but improving—coupled with strong profitability and a fairly low earnings multiple, may compel investors to look more closely. Add in the fact that PayPal is one of the most recognizable brands in fintech and that it boasts a customer base of about 430 million active accounts, and the appeal may grow further.

PayPal's Stablecoin Could Be a Hidden Growth EnginePYUSD is a stablecoin that is fully integrated into PayPal's platform. Thanks to the GENIUS Act's regulatory framework, PayPal's stablecoin has achieved notable circulation. This could be a potential driver of future revenue growth for the company as it enjoys fee-based revenue from transaction settlements, although it is a scenario often overlooked by analysts and investors focused more on PayPal's traditional services business.

Ways the Deal Could Re-Emerge...Plus an AlternativeThere are multiple ways that the takeover bid for PayPal could re-emerge, potentially throwing investor calculations off once again.

First, Stripe and Advent are free to return with a higher offer. Given that this deal would likely exceed the previous $60.50 offer, it could represent fairly significant upside potential beyond what analysts already predict for shares. It's also possible that a different buyer emerges with an offer that exceeds Stripe's as well.

Affirm Today

$72.08 -0.27 (-0.37%)

As of 09/8/2026 04:00 PM Eastern

$42.10▼

$92.5613.06

$99.33

As PayPal initiates its latest round of layoffs in September 2026, perhaps investors will be inclined to look to alternatives like Affirm Holdings Inc. NASDAQ: AFRM.

Although it is in the same fintech space as PayPal, it has a different dynamic, including accelerating growth, expanding margins, and strong conviction from analysts.

This company also beat analyst EPS predictions for the latest quarter, and despite the fact that revenue fell a bit short, sales nonetheless climbed by an impressive 33% YOY. Further, Affirm's EPS win was fairly monumental, as the company reported EPS of $4.62 compared to analyst expectations of just 35 cents per share.

Affirm cannot rival PayPal's user base, but it does have a sizable addressable market, an aggressive diversification plan to expand its offerings, and improving margins that suggest it has been able to scale successfully and sustainably. Investors may want to ditch PayPal entirely and look to a stock that has 23 Buy or equivalent ratings from Wall Street analysts, as well as 37% in predicted upside potential.

Should You Invest $1,000 in PayPal Right Now?Before you consider PayPal, you'll want to hear this.

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FirstWave Capital Management LLC purchased a new position in shares of Intel Corporation (NASDAQ:INTC – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 12,950 shares of the chip maker’s stock, valued at approximately $1,808,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Financially Speaking Inc lifted its stake in shares of Intel by 69.2% in the 4th quarter. Financially Speaking Inc now owns 682 shares of the chip maker’s stock valued at $25,000 after purchasing an additional 279 shares during the last quarter. Financial Life Planners acquired a new position in Intel during the first quarter worth $25,000. Glynn Capital Management LLC acquired a new position in Intel during the second quarter worth $29,000. Knuff & Co LLC bought a new position in Intel during the second quarter valued at about $29,000. Finally, Swiss RE Ltd. bought a new position in Intel during the fourth quarter valued at about $29,000. Institutional investors own 64.53% of the company’s stock.

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

Positive Sentiment: Intel is reportedly preparing another price increase of roughly 10% for PC and enterprise CPUs, potentially beginning in October. Rising supply-chain costs are a stated reason, but the increase also suggests strong demand and limited customer willingness to switch suppliers. Intel’s stock is rising as the company looks primed to boost prices even more Positive Sentiment: Intel and ASML reported that Intel Foundry has processed more than one million wafers using High-NA EUV equipment. The technology is being applied to selected layers of Intel’s 18A process and upcoming Panther Lake chips, offering evidence that Intel’s substantial fabrication investments are moving toward production-scale execution. Intel Foundry and ASML Collaborate to Accelerate Industry Readiness for High NA EUV Positive Sentiment: Northland Securities upgraded Intel from Market Perform to Outperform, citing improved pricing power and the possibility that Elon Musk’s proposed Terafab could provide additional scale for Intel’s currently loss-making foundry business. Wall Street analyst upgrades Intel stock price target Neutral Sentiment: Intel’s AI-PC initiative, including an on-device AI agent developed with the University of South Australia, highlights potential product differentiation, although its near-term revenue impact remains uncertain. Can Intel’s AI PC Innovation With ASU Strengthen Its Market Position? Negative Sentiment: Mizuho reportedly reduced its price target to $92, pointing to dilution concerns after Intel’s sharp rally and capital needs. This remains a key risk because foundry expansion requires substantial investment and could limit per-share gains. 5-star analyst resets Intel stock price target Analyst Upgrades and Downgrades Several analysts have recently issued reports on the company. Weiss Ratings downgraded Intel from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, August 18th. Seaport Research Partners reissued a “buy” rating and issued a $125.00 price objective on shares of Intel in a research note on Friday, July 24th. Susquehanna boosted their target price on Intel from $80.00 to $115.00 and gave the stock a “neutral” rating in a report on Thursday, July 16th. New Street Research upped their target price on Intel from $100.00 to $122.00 in a research report on Friday, June 26th. Finally, Northland Securities upgraded Intel from a “market perform” rating to an “outperform” rating and set a $120.00 price target on the stock in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, twenty-eight have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $107.74. View Our Latest Stock Analysis on Intel

Intel Stock Up 9.1% INTC stock opened at $104.47 on Wednesday. The stock has a market capitalization of $526.95 billion, a price-to-earnings ratio of -49.51, a price-to-earnings-growth ratio of 10.58 and a beta of 2.22. The company has a 50-day moving average of $99.03 and a two-hundred day moving average of $88.96. Intel Corporation has a 52-week low of $24.05 and a 52-week high of $142.35. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.60 and a quick ratio of 1.25.

Intel (NASDAQ:INTC – Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The chip maker reported $0.42 EPS for the quarter, topping analysts’ consensus estimates of $0.21 by $0.21. Intel had a positive return on equity of 2.62% and a negative net margin of 19.79%.The business had revenue of $16.13 billion for the quarter, compared to analyst estimates of $14.43 billion. During the same period in the previous year, the company posted ($0.10) earnings per share. The firm’s revenue for the quarter was up 25.2% on a year-over-year basis. Intel has set its Q3 2026 guidance at 0.380-0.380 EPS. As a group, equities research analysts anticipate that Intel Corporation will post 1.01 EPS for the current year.

Insider Transactions at Intel In other Intel news, CEO Lip Bu Tan purchased 105,263 shares of the company’s stock in a transaction on Tuesday, August 11th. The shares were bought at an average cost of $95.00 per share, with a total value of $9,999,985.00. Following the transaction, the chief executive officer directly owned 1,314,669 shares in the company, valued at approximately $124,893,555. This represents a 8.70% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 0.05% of the stock is owned by company insiders.

Intel Profile (Free Report)

Intel Corporation (NASDAQ: INTC) is a global semiconductor company that designs and manufactures computing and communications products. Its portfolio includes Intel Core processors for personal computers, Xeon processors for data centers and enterprise systems, and products for edge computing, networking, and other specialized applications.

Intel also develops graphics processing units under its Intel Arc and Intel Data Center GPU brands, Gaudi artificial intelligence accelerators, Ethernet products, software, and related platform technologies.

See Also Five stocks we like better than Intel Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding INTC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Intel Corporation (NASDAQ:INTC – Free Report).

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Canada Pension Plan Investment Board bought a new stake in International Business Machines Corporation (NYSE:IBM – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor bought 1,713,804 shares of the technology company’s stock, valued at approximately $481,939,000. Canada Pension Plan Investment Board owned 0.18% of International Business Machines as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. BlackRock Inc. acquired a new stake in shares of International Business Machines in the second quarter valued at approximately $21,586,659,000. State Street Corp raised its stake in International Business Machines by 1.0% in the 4th quarter. State Street Corp now owns 54,996,293 shares of the technology company’s stock valued at $16,290,452,000 after acquiring an additional 518,321 shares during the period. Geode Capital Management LLC lifted its holdings in International Business Machines by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 22,605,083 shares of the technology company’s stock valued at $6,679,105,000 after purchasing an additional 336,069 shares during the last quarter. Capital World Investors boosted its position in International Business Machines by 29.2% during the fourth quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock worth $6,523,720,000 after purchasing an additional 4,976,756 shares during the period. Finally, Bank of America Corp DE boosted its position in International Business Machines by 7.0% during the first quarter. Bank of America Corp DE now owns 16,063,653 shares of the technology company’s stock worth $3,893,669,000 after purchasing an additional 1,049,602 shares during the period. Institutional investors own 58.96% of the company’s stock.

International Business Machines Stock Down 1.2% Shares of NYSE IBM opened at $232.02 on Wednesday. The company has a debt-to-equity ratio of 1.63, a current ratio of 0.79 and a quick ratio of 0.74. International Business Machines Corporation has a 1 year low of $199.19 and a 1 year high of $332.46. The company has a 50 day simple moving average of $239.81 and a 200 day simple moving average of $246.65. The firm has a market cap of $218.59 billion, a PE ratio of 20.59, a price-to-earnings-growth ratio of 2.24 and a beta of 0.71.

International Business Machines (NYSE:IBM – Get Free Report) last issued its quarterly earnings results on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, hitting analysts’ consensus estimates of $2.93. The company had revenue of $17.16 billion for the quarter, compared to analyst estimates of $17.46 billion. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. International Business Machines’s revenue was up 1.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.80 earnings per share. On average, research analysts forecast that International Business Machines Corporation will post 12.33 EPS for the current year. International Business Machines Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be given a dividend of $1.69 per share. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s dividend payout ratio is 59.98%.

International Business Machines News Summary Here are the key news stories impacting International Business Machines this week:

Positive Sentiment: IBM, Cleveland Clinic and Japan’s RIKEN advanced to the finals for the 2026 ACM Gordon Bell Prize after using quantum and classical computing to model a 12,635-atom protein. The achievement highlights IBM’s potential in quantum-centric supercomputing and life-sciences research. Cleveland Clinic, RIKEN and IBM Team Advance to Finals for 2026 ACM Gordon Bell Prize Positive Sentiment: An Evercore ISI analyst argued that IBM’s quantum-computing initiatives are effectively being valued at little or nothing in the current stock price, suggesting potential upside if the technology advances commercially. Is IBM’s selloff an opportunity? Here’s one case for the beaten-down stock. Neutral Sentiment: IBM shares were reported slightly higher ahead of the latest session, but the update offered no new fundamental catalyst. A separate comparison of IBM and Applied Digital focused on financial metrics rather than a specific IBM business development. IBM stock heads into the open after a 0.08 percent gain Negative Sentiment: The main pressure remains concern over a slowdown in IBM Z product activity. The resulting selloff prompted a securities-law investigation announcement, reinforcing investor worries about demand and execution in IBM’s core infrastructure business. IBM Shares Fall Following IBM Z Product Slowdown Negative Sentiment: Evercore warned that capital moving into anticipated AI initial public offerings could lead investors to sell existing holdings, placing IBM among stocks vulnerable to portfolio rotation. Evercore Warns AI IPOs Could Pressure IBM Analyst Ratings Changes Several equities analysts have recently weighed in on IBM shares. Robert W. Baird assumed coverage on shares of International Business Machines in a research report on Tuesday, July 21st. They issued a “neutral” rating and a $230.00 price objective on the stock. Wolfe Research lowered shares of International Business Machines to a “peer perform” rating in a research note on Tuesday, June 23rd. The Goldman Sachs Group set a $270.00 price objective on shares of International Business Machines in a research report on Thursday, July 23rd. Needham & Company LLC began coverage on International Business Machines in a report on Wednesday, June 3rd. They set a “buy” rating for the company. Finally, Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a research note on Thursday, July 16th. Sixteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $265.90.

Get Our Latest Analysis on International Business Machines

Insider Buying and Selling In other news, SVP Robert Thomas sold 25,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $230.32, for a total transaction of $5,758,000.00. Following the completion of the sale, the senior vice president owned 47,800 shares in the company, valued at $11,009,296. The trade was a 34.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Company insiders own 0.27% of the company’s stock.

(Free Report)

International Business Machines Corporation (IBM) is a global technology and consulting company that provides enterprise-focused hardware, software and services. Its offerings include hybrid cloud solutions, artificial intelligence, data and automation software, cybersecurity tools, IT infrastructure and technology consulting.

IBM develops and supports enterprise systems such as IBM Z mainframes, Power servers and storage products. Its software portfolio includes Red Hat hybrid cloud technologies, the watsonx platform for artificial intelligence and data management, application integration tools and cybersecurity solutions.

Featured Articles Five stocks we like better than International Business Machines Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For

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First Bancorp Inc ME bought a new stake in International Business Machines Corporation (NYSE:IBM – Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 4,473 shares of the technology company’s stock, valued at approximately $1,258,000.

Other institutional investors also recently made changes to their positions in the company. BlackRock Inc. acquired a new position in International Business Machines during the 2nd quarter valued at approximately $21,586,659,000. Bank of New York Mellon Corp acquired a new stake in International Business Machines in the second quarter worth $2,606,782,000. Norges Bank acquired a new stake in International Business Machines in the fourth quarter worth $2,446,429,000. Legal & General Group Plc bought a new stake in International Business Machines in the second quarter valued at $1,874,733,000. Finally, Capital World Investors boosted its holdings in shares of International Business Machines by 29.2% during the fourth quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock valued at $6,523,720,000 after acquiring an additional 4,976,756 shares during the period. 58.96% of the stock is owned by institutional investors.

Here are the key news stories impacting International Business Machines this week:

Positive Sentiment: IBM, Cleveland Clinic and Japan’s RIKEN advanced to the finals for the 2026 ACM Gordon Bell Prize after using quantum and classical computing to model a 12,635-atom protein. The achievement highlights IBM’s potential in quantum-centric supercomputing and life-sciences research. Cleveland Clinic, RIKEN and IBM Team Advance to Finals for 2026 ACM Gordon Bell Prize Positive Sentiment: An Evercore ISI analyst argued that IBM’s quantum-computing initiatives are effectively being valued at little or nothing in the current stock price, suggesting potential upside if the technology advances commercially. Is IBM’s selloff an opportunity? Here’s one case for the beaten-down stock. Neutral Sentiment: IBM shares were reported slightly higher ahead of the latest session, but the update offered no new fundamental catalyst. A separate comparison of IBM and Applied Digital focused on financial metrics rather than a specific IBM business development. IBM stock heads into the open after a 0.08 percent gain Negative Sentiment: The main pressure remains concern over a slowdown in IBM Z product activity. The resulting selloff prompted a securities-law investigation announcement, reinforcing investor worries about demand and execution in IBM’s core infrastructure business. IBM Shares Fall Following IBM Z Product Slowdown Negative Sentiment: Evercore warned that capital moving into anticipated AI initial public offerings could lead investors to sell existing holdings, placing IBM among stocks vulnerable to portfolio rotation. Evercore Warns AI IPOs Could Pressure IBM Analysts Set New Price Targets IBM has been the subject of several recent research reports. JPMorgan Chase & Co. lowered their price target on shares of International Business Machines from $291.00 to $250.00 and set an “overweight” rating for the company in a research report on Friday, July 17th. Piper Sandler raised shares of International Business Machines to an “overweight” rating in a research note on Tuesday, June 23rd. Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a research report on Thursday, July 16th. Wedbush set a $350.00 price target on International Business Machines in a report on Tuesday, June 2nd. Finally, Argus reduced their price objective on International Business Machines from $360.00 to $280.00 and set a “buy” rating for the company in a research report on Thursday, July 16th. Sixteen investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, International Business Machines has a consensus rating of “Moderate Buy” and a consensus target price of $265.90. Check Out Our Latest Analysis on International Business Machines

International Business Machines Stock Down 1.2% International Business Machines stock opened at $232.02 on Wednesday. International Business Machines Corporation has a 52 week low of $199.19 and a 52 week high of $332.46. The stock has a market cap of $218.59 billion, a price-to-earnings ratio of 20.59, a PEG ratio of 2.24 and a beta of 0.71. The company’s 50-day moving average price is $239.81 and its two-hundred day moving average price is $246.65. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63.

International Business Machines (NYSE:IBM – Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, meeting the consensus estimate of $2.93. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The business had revenue of $17.16 billion during the quarter, compared to analysts’ expectations of $17.46 billion. During the same period last year, the firm posted $2.80 earnings per share. The business’s revenue was up 1.1% on a year-over-year basis. On average, analysts expect that International Business Machines Corporation will post 12.33 EPS for the current fiscal year.

International Business Machines Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be issued a $1.69 dividend. The ex-dividend date is Monday, August 10th. This represents a $6.76 annualized dividend and a dividend yield of 2.9%. International Business Machines’s dividend payout ratio is 59.98%.

Insiders Place Their Bets In related news, SVP Robert Thomas sold 25,000 shares of International Business Machines stock in a transaction dated Wednesday, August 26th. The stock was sold at an average price of $230.32, for a total transaction of $5,758,000.00. Following the transaction, the senior vice president directly owned 47,800 shares of the company’s stock, valued at $11,009,296. The trade was a 34.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.27% of the stock is owned by corporate insiders.

International Business Machines Company Profile (Free Report)

International Business Machines Corporation (IBM) is a global technology and consulting company that provides enterprise-focused hardware, software and services. Its offerings include hybrid cloud solutions, artificial intelligence, data and automation software, cybersecurity tools, IT infrastructure and technology consulting.

IBM develops and supports enterprise systems such as IBM Z mainframes, Power servers and storage products. Its software portfolio includes Red Hat hybrid cloud technologies, the watsonx platform for artificial intelligence and data management, application integration tools and cybersecurity solutions.

Featured Stories Five stocks we like better than International Business Machines Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For

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

Castlekeep Investment Advisors LLC bought a new position in International Business Machines Corporation (NYSE:IBM – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The fund bought 4,472 shares of the technology company’s stock, valued at approximately $1,258,000. International Business Machines accounts for about 0.6% of Castlekeep Investment Advisors LLC’s investment portfolio, making the stock its 24th largest position.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Basepoint Wealth LLC bought a new stake in shares of International Business Machines during the 4th quarter valued at about $25,000. Cornerstone Financial Management LLC purchased a new stake in International Business Machines during the fourth quarter valued at approximately $28,000. Harborfront Financial Group LLC bought a new stake in shares of International Business Machines during the 2nd quarter valued at $27,000. Hara Capital LLC purchased a new position in International Business Machines during the second quarter valued at $28,000. Finally, SWAN Capital LLC bought a new position in shares of International Business Machines during the 3rd quarter valued at approximately $28,000. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about International Business Machines Here are the key news stories impacting International Business Machines this week:

Positive Sentiment: IBM, Cleveland Clinic and Japan’s RIKEN advanced to the finals for the 2026 ACM Gordon Bell Prize after using quantum and classical computing to model a 12,635-atom protein. The achievement highlights IBM’s potential in quantum-centric supercomputing and life-sciences research. Cleveland Clinic, RIKEN and IBM Team Advance to Finals for 2026 ACM Gordon Bell Prize Positive Sentiment: An Evercore ISI analyst argued that IBM’s quantum-computing initiatives are effectively being valued at little or nothing in the current stock price, suggesting potential upside if the technology advances commercially. Is IBM’s selloff an opportunity? Here’s one case for the beaten-down stock. Neutral Sentiment: IBM shares were reported slightly higher ahead of the latest session, but the update offered no new fundamental catalyst. A separate comparison of IBM and Applied Digital focused on financial metrics rather than a specific IBM business development. IBM stock heads into the open after a 0.08 percent gain Negative Sentiment: The main pressure remains concern over a slowdown in IBM Z product activity. The resulting selloff prompted a securities-law investigation announcement, reinforcing investor worries about demand and execution in IBM’s core infrastructure business. IBM Shares Fall Following IBM Z Product Slowdown Negative Sentiment: Evercore warned that capital moving into anticipated AI initial public offerings could lead investors to sell existing holdings, placing IBM among stocks vulnerable to portfolio rotation. Evercore Warns AI IPOs Could Pressure IBM Insider Transactions at International Business Machines In related news, SVP Robert Thomas sold 25,000 shares of the stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total transaction of $5,758,000.00. Following the sale, the senior vice president directly owned 47,800 shares of the company’s stock, valued at approximately $11,009,296. This represents a 34.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Company insiders own 0.27% of the company’s stock. Analysts Set New Price Targets IBM has been the subject of several recent analyst reports. Jefferies Financial Group dropped their price target on International Business Machines from $320.00 to $260.00 and set a “buy” rating for the company in a research note on Tuesday, July 21st. Craig Hallum assumed coverage on International Business Machines in a research report on Wednesday, August 19th. They issued a “buy” rating on the stock. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a research note on Thursday, July 16th. Bank of America raised their target price on shares of International Business Machines from $315.00 to $330.00 and gave the company a “buy” rating in a report on Monday, July 6th. Finally, Wall Street Zen upgraded shares of International Business Machines from a “sell” rating to a “hold” rating in a research report on Saturday, August 29th. Sixteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, International Business Machines currently has a consensus rating of “Moderate Buy” and a consensus target price of $265.90.

Read Our Latest Stock Report on IBM

International Business Machines Stock Down 1.2% NYSE:IBM opened at $232.02 on Wednesday. The company’s 50-day simple moving average is $239.81 and its 200-day simple moving average is $246.65. International Business Machines Corporation has a fifty-two week low of $199.19 and a fifty-two week high of $332.46. The stock has a market capitalization of $218.59 billion, a P/E ratio of 20.59, a P/E/G ratio of 2.24 and a beta of 0.71. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79.

International Business Machines (NYSE:IBM – Get Free Report) last released its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share for the quarter, hitting the consensus estimate of $2.93. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The company had revenue of $17.16 billion for the quarter, compared to the consensus estimate of $17.46 billion. During the same quarter in the previous year, the firm earned $2.80 EPS. International Business Machines’s revenue was up 1.1% compared to the same quarter last year. On average, equities analysts anticipate that International Business Machines Corporation will post 12.33 earnings per share for the current fiscal year.

International Business Machines Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be issued a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s payout ratio is 59.98%.

(Free Report)

International Business Machines Corporation (IBM) is a global technology and consulting company that provides enterprise-focused hardware, software and services. Its offerings include hybrid cloud solutions, artificial intelligence, data and automation software, cybersecurity tools, IT infrastructure and technology consulting.

IBM develops and supports enterprise systems such as IBM Z mainframes, Power servers and storage products. Its software portfolio includes Red Hat hybrid cloud technologies, the watsonx platform for artificial intelligence and data management, application integration tools and cybersecurity solutions.

Further Reading Five stocks we like better than International Business Machines Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding IBM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for International Business Machines Corporation (NYSE:IBM – Free Report).

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Jones Financial Companies Lllp bought a new stake in shares of International Business Machines Corporation (NYSE:IBM – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 15,898 shares of the technology company’s stock, valued at approximately $4,471,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Basepoint Wealth LLC bought a new stake in shares of International Business Machines in the 4th quarter worth approximately $25,000. Portus Wealth Advisors LLC bought a new stake in International Business Machines during the first quarter worth approximately $26,000. Harborfront Financial Group LLC acquired a new position in International Business Machines in the second quarter worth approximately $27,000. Cornerstone Financial Management LLC bought a new position in shares of International Business Machines in the fourth quarter valued at $28,000. Finally, Hara Capital LLC bought a new stake in shares of International Business Machines during the 2nd quarter worth $28,000. Institutional investors own 58.96% of the company’s stock.

Insider Transactions at International Business Machines In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total value of $5,758,000.00. Following the completion of the sale, the senior vice president directly owned 47,800 shares of the company’s stock, valued at $11,009,296. This represents a 34.34% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Company insiders own 0.27% of the company’s stock.

Analysts Set New Price Targets A number of equities analysts recently weighed in on the company. Royal Bank Of Canada reiterated an “outperform” rating and issued a $270.00 price target on shares of International Business Machines in a research report on Tuesday, July 21st. Craig Hallum started coverage on shares of International Business Machines in a report on Wednesday, August 19th. They issued a “buy” rating for the company. The Goldman Sachs Group set a $270.00 price target on shares of International Business Machines in a report on Thursday, July 23rd. Morgan Stanley decreased their price objective on shares of International Business Machines from $293.00 to $190.00 and set an “equal weight” rating for the company in a research note on Thursday, July 23rd. Finally, Bank of America boosted their target price on shares of International Business Machines from $315.00 to $330.00 and gave the company a “buy” rating in a research note on Monday, July 6th. Sixteen research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $265.90. View Our Latest Research Report on IBM

Key Stories Impacting International Business Machines Here are the key news stories impacting International Business Machines this week:

Positive Sentiment: IBM, Cleveland Clinic and Japan’s RIKEN advanced to the finals for the 2026 ACM Gordon Bell Prize after using quantum and classical computing to model a 12,635-atom protein. The achievement highlights IBM’s potential in quantum-centric supercomputing and life-sciences research. Cleveland Clinic, RIKEN and IBM Team Advance to Finals for 2026 ACM Gordon Bell Prize Positive Sentiment: An Evercore ISI analyst argued that IBM’s quantum-computing initiatives are effectively being valued at little or nothing in the current stock price, suggesting potential upside if the technology advances commercially. Is IBM’s selloff an opportunity? Here’s one case for the beaten-down stock. Neutral Sentiment: IBM shares were reported slightly higher ahead of the latest session, but the update offered no new fundamental catalyst. A separate comparison of IBM and Applied Digital focused on financial metrics rather than a specific IBM business development. IBM stock heads into the open after a 0.08 percent gain Negative Sentiment: The main pressure remains concern over a slowdown in IBM Z product activity. The resulting selloff prompted a securities-law investigation announcement, reinforcing investor worries about demand and execution in IBM’s core infrastructure business. IBM Shares Fall Following IBM Z Product Slowdown Negative Sentiment: Evercore warned that capital moving into anticipated AI initial public offerings could lead investors to sell existing holdings, placing IBM among stocks vulnerable to portfolio rotation. Evercore Warns AI IPOs Could Pressure IBM International Business Machines Trading Down 1.2% Shares of NYSE:IBM opened at $232.02 on Wednesday. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79. The stock’s 50-day moving average is $239.81 and its 200-day moving average is $246.65. The company has a market cap of $218.59 billion, a P/E ratio of 20.59, a P/E/G ratio of 2.24 and a beta of 0.71. International Business Machines Corporation has a 52-week low of $199.19 and a 52-week high of $332.46.

International Business Machines (NYSE:IBM – Get Free Report) last announced its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share for the quarter, meeting the consensus estimate of $2.93. The firm had revenue of $17.16 billion during the quarter, compared to the consensus estimate of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The firm’s revenue for the quarter was up 1.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.80 EPS. Equities research analysts predict that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 10th will be given a dividend of $1.69 per share. The ex-dividend date of this dividend is Monday, August 10th. This represents a $6.76 dividend on an annualized basis and a yield of 2.9%. International Business Machines’s payout ratio is 59.98%.

International Business Machines Company Profile (Free Report)

International Business Machines Corporation (IBM) is a global technology and consulting company that provides enterprise-focused hardware, software and services. Its offerings include hybrid cloud solutions, artificial intelligence, data and automation software, cybersecurity tools, IT infrastructure and technology consulting.

IBM develops and supports enterprise systems such as IBM Z mainframes, Power servers and storage products. Its software portfolio includes Red Hat hybrid cloud technologies, the watsonx platform for artificial intelligence and data management, application integration tools and cybersecurity solutions.

Further Reading Five stocks we like better than International Business Machines Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding IBM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for International Business Machines Corporation (NYSE:IBM – Free Report).

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NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that it is investigating Barry Diller’s bid to buy MGM Resorts International (NYSE:MGM). MGM is incorporated in Delaware.

Barry Diller is a member of MGM’s board of directors. People, Inc. (“People,” f/k/a/ IAC, Inc.), a company that Diller founded and controls, is MGM’s largest single stockholder. On June 1, 2026, People made an unsolicited bid to buy the remaining MGM stock for $48.30 per share.

If you are a current shareholder of MGM, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/mgm-resorts-investigation.

Key Details of the MGM ($MGM) Investigation:

Investigation Overview: Breaches of Fiduciary Duty in connection with Barry Diller’s offer to acquire the remaining stock of MGM for $48.30 per shareAction: Contact BFA Law to discuss your rights Why is the MGM Transaction being Investigated?

As a director, Diller owes fiduciary duties to MGM and its stockholders. People also recently entered a governance agreement with MGM that gave People the right to designate two MGM directors going forward.   Because Diller “stands on both sides” of the proposed deal, and because other MGM fiduciaries could potentially receive benefits that other stockholders do not receive, these facts create a create conflicts of interest under Delaware law. If MGM and Diller reach an agreement, they must comply with Delaware’s strict requirements for “cleansing” these conflicts and ensuring the deal is fair to MGM’s stockholders.

In a news release on June 1, MGM stated that the board of directors “will carefully review and consider the proposal to determine the course of action that it believes is in the best interests of the Company and all of its shareholders.”  

BFA is investigating whether the potential agreement complies with Delaware law.

Click here for more information:

https://www.bfalaw.com/cases/mgm-resorts-investigation

What Can You Do?

If you are a current holder of MGM stock, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/mgm-resorts-investigation

Or contact:

Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters.

Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff’s securities litigation law firm, with clients noting: “[t]here is no better service provider in the practice area,” “[t]he interest of the client is always front and center,” and “[t]here isn’t a better firm in this space.” One testimonial described the firm as “nimble and entrepreneurial,” with a “relentless focus on adding value for clients.”

Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

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Attorney advertising. Past results do not guarantee future outcomes.

49 Wealth Management LLC acquired a new stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 1,545 shares of the industrial products company’s stock, valued at approximately $1,646,000.

Other institutional investors also recently bought and sold shares of the company. Lam Group Inc. purchased a new stake in Caterpillar in the first quarter valued at approximately $26,000. Frazier Financial Advisors LLC lifted its stake in Caterpillar by 220.0% during the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 33 shares during the period. Decker Retirement Planning Inc. boosted its holdings in shares of Caterpillar by 440.0% in the 2nd quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock valued at $29,000 after acquiring an additional 22 shares during the last quarter. Cornerstone Financial Management LLC acquired a new stake in shares of Caterpillar in the fourth quarter worth $32,000. Finally, Matrix Trust Co raised its holdings in shares of Caterpillar by 93.8% during the second quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock worth $33,000 after purchasing an additional 15 shares during the last quarter. 70.98% of the stock is owned by hedge funds and other institutional investors.

Insider Activity In other news, CEO Joseph E. Creed sold 32,401 shares of the business’s stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $808.98, for a total transaction of $26,211,760.98. Following the completion of the sale, the chief executive officer owned 34,555 shares of the company’s stock, valued at $27,954,303.90. The trade was a 48.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.33% of the stock is currently owned by company insiders.

Key Caterpillar News Here are the key news stories impacting Caterpillar this week: Positive Sentiment: Caterpillar’s power-generation backlog reportedly reached $72 billion, reinforcing the view that demand from data centers and AI-related infrastructure could make the company less dependent on the traditional construction cycle. Caterpillar’s Power Generation Backlog Just Hit $72 Billion Positive Sentiment: Recent coverage points to Caterpillar’s record backlog, strong earnings and raised 2026 outlook as key reasons for its roughly 95% one-year gain. The company’s latest reported quarter also exceeded EPS and revenue expectations, supporting investor confidence in its operating momentum. Caterpillar Gains 95% in a Year: Time to Buy, Sell or Hold the Stock? Positive Sentiment: Chief Digital Officer Ogi Redzic described how AI is changing construction work, highlighting Caterpillar’s efforts to use digital tools and automation to improve equipment productivity and customer operations. This could strengthen the company’s longer-term technology and services opportunity. Caterpillar’s Digital Chief Ogi Redzic on How A.I. Is Redefining Construction Work Neutral Sentiment: Industry coverage continues to identify Caterpillar as a leading construction-equipment company, supported by its global dealer network and cash-generation capabilities. However, the equipment showcase itself does not provide a new financial catalyst. Caterpillar vs. Corning: Which Stock Is a Better Buy in 2026? Negative Sentiment: At approximately 34 times earnings, Caterpillar trades at a demanding valuation after its major rally. Analysts note that the premium leaves the stock vulnerable to profit-taking or disappointment if backlog conversion, margins or the 2026 outlook weaken. Caterpillar Gains 95% in a Year: Time to Buy, Sell or Hold the Stock? Caterpillar Trading Up 0.9% CAT stock opened at $821.25 on Wednesday. Caterpillar Inc. has a 52-week low of $416.44 and a 52-week high of $1,073.46. The company has a quick ratio of 0.85, a current ratio of 1.37 and a debt-to-equity ratio of 1.65. The firm has a market cap of $377.50 billion, a P/E ratio of 35.34, a PEG ratio of 1.41 and a beta of 1.60. The company’s 50-day simple moving average is $863.27 and its 200-day simple moving average is $839.74.

Caterpillar (NYSE:CAT – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. The company had revenue of $20.54 billion during the quarter, compared to analysts’ expectations of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.Caterpillar’s quarterly revenue was up 23.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.72 EPS. As a group, equities analysts forecast that Caterpillar Inc. will post 27.34 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth CAT has been the subject of a number of recent research reports. Barclays lifted their price objective on Caterpillar from $800.00 to $900.00 and gave the company an “equal weight” rating in a research note on Thursday, August 6th. JPMorgan Chase & Co. upped their target price on Caterpillar from $1,125.00 to $1,165.00 and gave the stock an “overweight” rating in a research note on Wednesday, June 17th. Rothschild & Co Redburn raised their target price on Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Weiss Ratings raised Caterpillar from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, August 19th. Finally, Wells Fargo & Company upped their price objective on Caterpillar from $1,050.00 to $1,155.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 23rd. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $995.52.

View Our Latest Stock Analysis on CAT

Caterpillar Company Profile (Free Report)

Caterpillar Inc is a global manufacturer of construction, mining, and industrial equipment. The company’s products include excavators, dozers, wheel loaders, motor graders, articulated trucks, and off-highway trucks, as well as related attachments and work tools. Caterpillar also supplies replacement parts, equipment services, technology solutions, and rental support through its dealer network.

The company serves customers in construction, mining, quarrying, energy, transportation, forestry, agriculture, and government-related industries.

Featured Stories Five stocks we like better than Caterpillar Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding CAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Caterpillar Inc. (NYSE:CAT – Free Report).

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

Braun Stacey Associates Inc. increased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 3.1% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 40,049 shares of the industrial products company’s stock after buying an additional 1,220 shares during the quarter. Caterpillar accounts for about 1.2% of Braun Stacey Associates Inc.’s portfolio, making the stock its 23rd biggest holding. Braun Stacey Associates Inc.’s holdings in Caterpillar were worth $42,648,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Diversify Advisory Services LLC bought a new position in shares of Caterpillar in the 2nd quarter valued at about $5,372,000. D.B. Root & Company LLC bought a new stake in Caterpillar during the second quarter worth about $850,000. Dearborn Partners LLC acquired a new position in Caterpillar during the second quarter valued at approximately $20,293,000. Axxcess Wealth Management LLC boosted its position in Caterpillar by 2.8% during the fourth quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock valued at $12,844,000 after purchasing an additional 604 shares during the last quarter. Finally, DSG Capital Advisors LLC bought a new position in Caterpillar in the first quarter valued at approximately $1,226,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insider Buying and Selling at Caterpillar In other news, CEO Joseph E. Creed sold 32,401 shares of the stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $808.98, for a total transaction of $26,211,760.98. Following the transaction, the chief executive officer owned 34,555 shares in the company, valued at approximately $27,954,303.90. This trade represents a 48.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.33% of the company’s stock.

Caterpillar Stock Up 0.9% CAT stock opened at $821.25 on Wednesday. Caterpillar Inc. has a 1-year low of $416.44 and a 1-year high of $1,073.46. The business’s 50 day simple moving average is $863.27 and its 200 day simple moving average is $839.74. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. The firm has a market capitalization of $377.50 billion, a PE ratio of 35.34, a PEG ratio of 1.41 and a beta of 1.60. Caterpillar (NYSE:CAT – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. The firm had revenue of $20.54 billion during the quarter, compared to analysts’ expectations of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The company’s revenue for the quarter was up 23.7% compared to the same quarter last year. During the same period in the previous year, the business posted $4.72 earnings per share. As a group, research analysts anticipate that Caterpillar Inc. will post 27.34 EPS for the current year.

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

Positive Sentiment: Caterpillar’s power-generation backlog reportedly reached $72 billion, reinforcing the view that demand from data centers and AI-related infrastructure could make the company less dependent on the traditional construction cycle. Caterpillar’s Power Generation Backlog Just Hit $72 Billion Positive Sentiment: Recent coverage points to Caterpillar’s record backlog, strong earnings and raised 2026 outlook as key reasons for its roughly 95% one-year gain. The company’s latest reported quarter also exceeded EPS and revenue expectations, supporting investor confidence in its operating momentum. Caterpillar Gains 95% in a Year: Time to Buy, Sell or Hold the Stock? Positive Sentiment: Chief Digital Officer Ogi Redzic described how AI is changing construction work, highlighting Caterpillar’s efforts to use digital tools and automation to improve equipment productivity and customer operations. This could strengthen the company’s longer-term technology and services opportunity. Caterpillar’s Digital Chief Ogi Redzic on How A.I. Is Redefining Construction Work Neutral Sentiment: Industry coverage continues to identify Caterpillar as a leading construction-equipment company, supported by its global dealer network and cash-generation capabilities. However, the equipment showcase itself does not provide a new financial catalyst. Caterpillar vs. Corning: Which Stock Is a Better Buy in 2026? Negative Sentiment: At approximately 34 times earnings, Caterpillar trades at a demanding valuation after its major rally. Analysts note that the premium leaves the stock vulnerable to profit-taking or disappointment if backlog conversion, margins or the 2026 outlook weaken. Caterpillar Gains 95% in a Year: Time to Buy, Sell or Hold the Stock? Analysts Set New Price Targets A number of equities research analysts have recently issued reports on CAT shares. Sanford C. Bernstein reiterated a “market perform” rating and set a $1,002.00 price objective on shares of Caterpillar in a research note on Wednesday, August 5th. Robert W. Baird set a $970.00 target price on shares of Caterpillar in a research note on Wednesday, August 5th. Erste Group Bank downgraded shares of Caterpillar from a “buy” rating to a “hold” rating in a report on Monday, July 27th. UBS Group increased their price target on shares of Caterpillar from $900.00 to $925.00 and gave the company a “neutral” rating in a research note on Wednesday, August 5th. Finally, Barclays lifted their price objective on shares of Caterpillar from $800.00 to $900.00 and gave the company an “equal weight” rating in a research report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $995.52.

Get Our Latest Stock Report on CAT

About Caterpillar (Free Report)

Caterpillar Inc is a global manufacturer of construction, mining, and industrial equipment. The company’s products include excavators, dozers, wheel loaders, motor graders, articulated trucks, and off-highway trucks, as well as related attachments and work tools. Caterpillar also supplies replacement parts, equipment services, technology solutions, and rental support through its dealer network.

The company serves customers in construction, mining, quarrying, energy, transportation, forestry, agriculture, and government-related industries.

Featured Stories Five stocks we like better than Caterpillar Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For

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

Q2 remained solid, but operating margin declined 60 basis points despite stronger pricing and volumes. The $8.1 billion backlog supports earnings visibility, although electronics growth is increasingly a sector-wide tailwind rather than a Linde-specific catalyst. Higher CAPEX and delayed project contributions temper the outlook, while APD and Air Liquide currently offer stronger margin-improvement stories.

Allworth Financial LP grew its holdings in Parker-Hannifin Corporation (NYSE:PH – Free Report) by 11.8% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 15,111 shares of the industrial products company’s stock after buying an additional 1,598 shares during the quarter. Allworth Financial LP’s holdings in Parker-Hannifin were worth $14,780,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Texas Capital Bancshares Inc TX bought a new stake in shares of Parker-Hannifin in the 3rd quarter worth about $25,000. Archer Investment Corp acquired a new position in Parker-Hannifin in the second quarter valued at about $28,000. HFM Investment Advisors LLC increased its holdings in shares of Parker-Hannifin by 1,000.0% during the fourth quarter. HFM Investment Advisors LLC now owns 33 shares of the industrial products company’s stock worth $29,000 after buying an additional 30 shares in the last quarter. Lloyd Advisory Services LLC. bought a new position in shares of Parker-Hannifin in the fourth quarter valued at approximately $31,000. Finally, NFSG Corp boosted its holdings in shares of Parker-Hannifin by 94.4% in the 1st quarter. NFSG Corp now owns 35 shares of the industrial products company’s stock worth $31,000 after acquiring an additional 17 shares in the last quarter. Institutional investors own 82.44% of the company’s stock.

Insider Activity In other news, VP Berend Bracht sold 602 shares of the firm’s stock in a transaction dated Wednesday, August 26th. The shares were sold at an average price of $1,040.47, for a total value of $626,362.94. Following the transaction, the vice president owned 4,399 shares of the company’s stock, valued at approximately $4,577,027.53. This trade represents a 12.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.32% of the company’s stock.

Wall Street Analyst Weigh In A number of equities research analysts recently commented on the company. Wall Street Zen lowered Parker-Hannifin from a “buy” rating to a “hold” rating in a research report on Saturday, August 22nd. BNP Paribas Exane reiterated an “outperform” rating and issued a $1,220.00 price objective (up from $1,090.00) on shares of Parker-Hannifin in a research report on Friday, August 7th. UBS Group boosted their price objective on Parker-Hannifin from $1,092.00 to $1,250.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Truist Financial increased their target price on Parker-Hannifin from $1,269.00 to $1,358.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Finally, KeyCorp raised their target price on Parker-Hannifin from $1,100.00 to $1,210.00 and gave the company an “overweight” rating in a research note on Friday, August 7th. Seventeen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,114.55. View Our Latest Research Report on PH

Parker-Hannifin Stock Down 0.7% NYSE PH opened at $956.22 on Wednesday. The stock has a fifty day moving average of $990.75 and a 200-day moving average of $948.51. The stock has a market capitalization of $120.53 billion, a P/E ratio of 33.56, a price-to-earnings-growth ratio of 2.62 and a beta of 1.13. Parker-Hannifin Corporation has a 52 week low of $715.37 and a 52 week high of $1,099.94. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.74 and a current ratio of 1.26.

Parker-Hannifin (NYSE:PH – Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The industrial products company reported $9.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $8.31 by $0.96. The business had revenue of $5.75 billion for the quarter, compared to analyst estimates of $5.57 billion. Parker-Hannifin had a return on equity of 28.48% and a net margin of 16.97%.The firm’s revenue for the quarter was up 9.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $7.69 earnings per share. Parker-Hannifin has set its FY 2027 guidance at 34.250-35.250 EPS. On average, equities research analysts forecast that Parker-Hannifin Corporation will post 35 EPS for the current year.

Parker-Hannifin Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Shareholders of record on Monday, August 31st will be given a dividend of $2.00 per share. The ex-dividend date is Monday, August 31st. This represents a $8.00 dividend on an annualized basis and a yield of 0.8%. Parker-Hannifin’s dividend payout ratio is presently 28.08%.

Parker-Hannifin Profile (Free Report)

Parker-Hannifin Corporation (NYSE:PH) is a diversified manufacturer of motion and control technologies. The company develops and produces systems and components that manage the movement and flow of liquids, gases and other materials for industrial, mobile and aerospace applications.

Its products include hydraulic and pneumatic systems, fluid connectors, filtration and process-control equipment, electromechanical technologies, seals, thermal-management solutions and aerospace systems. Parker-Hannifin serves manufacturers and operators in markets such as factory automation, transportation, energy, construction, life sciences and aviation.

Founded in 1917, Parker-Hannifin is headquartered in Cleveland, Ohio, and serves customers through manufacturing, distribution and sales operations across North America, Europe, Asia and other international markets.

Further Reading Five stocks we like better than Parker-Hannifin Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding PH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Parker-Hannifin Corporation (NYSE:PH – Free Report).

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Oracle has shed a third of its value while booking a backlog that no software company has ever matched, and the reason that gap exists is exactly what divides Wall Street right now.

At $162.52, Oracle (NYSE:ORCL | ORCL Price Prediction) is a Buy. The stock has become the year’s most polarizing cloud name after shedding roughly a third of its value while its backlog exploded to levels no software company has ever printed.

Oracle sells databases, enterprise applications, and cloud infrastructure, and it now competes directly with AWS, Azure, and Google Cloud while also renting its database into all three via Oracle Multicloud. What changed the story is AI. Training and inference customers signed $67 billion in infrastructure contracts in a single quarter, pushing remaining performance obligations to $638B, up 363% YoY.

The market’s problem is what feeding that demand costs. FY26 capex hit $55.66B against operating cash flow of $31.98B, producing free cash flow of roughly -$23.69B. That is the wildcard.

Why the Backlog Reframes the Multiple Bulls point to a business that just guided FY27 revenue to $90B with non-GAAP EPS of $8.05, a jump investors rarely see at this scale. Cloud infrastructure revenue grew 93% YoY in Q4, and the Multicloud database business was up 404%.

Valuation looks reasonable against that trajectory. Shares trade at a forward P/E of 19 with a PEG of 0.871, and analysts have quietly raised FY28 EPS estimates to $10.9676. CFO Hilary Maxson reiterated a long-term revenue CAGR of plus 31% through FY30, anchored by RPO that management said provides “exceptional visibility.”

Why the Capex Bill Terrifies the Bears The bear case is arithmetic. Oracle plans to raise around $40 billion in FY27 through debt and equity, including a $20B at-the-market equity issuance. Non-current debt already climbed to $124.7B, and interest expense reached $4,598,000,000 in FY26.

Concentration risk is real. A small number of hyperscale AI customers underwrite the RPO, GPU sourcing depends on NVIDIA (NASDAQ:NVDA), and gross margins are expected to step down in FY27 as new data centers ramp (the same buildout, power, cooling, and networking, that we profiled in a free report on seven AI infrastructure names beyond the chipmakers: here). Q2 FY26 showed how quickly sentiment flips: shares fell roughly 13% on a revenue miss despite an EPS beat.

Why Some Investors Would Rather Wait a Quarter The hold argument is timing. FY27 gross margin compression is baked into guidance, and management expects results to accelerate in the second half as megawatts come online. Waiting one or two quarters lets investors watch renewal rates on the 49% of Q4 GPU customers who renewed and confirm that Abilene, Shackleford, and Saline sites hit their delivery dates before committing.

What the Stock and the Street Actually Show Oracle currently trades at $162.52 against a mean analyst target of $242.05, implying meaningful upside if the target holds. Targets remain one data point among many. Of 44 analysts, the breakdown is 8 Strong Buy, 28 Buy, 7 Hold, and 1 Sell.

Performance tells the pain story. ORCL is down 15.81% year to date and 31.07% over one year, while SPY is up 12.32% YTD and 18.05% over one year. The one-week bounce of 15% coincides with renewed interest in the OpenAI ecosystem.

Why $162 Is the Right Entry for the Cloud Wildcard At $162.52, Oracle is a Buy. Here is why.

The path to appreciation is specific. Oracle has already booked the revenue. RPO of $638B against FY27 guided revenue of $90B means the remaining question is execution and delivery. Every megawatt that comes online at Abilene and Shackleford converts backlog into recognized revenue, and management targets an OCI 30% to 40% margin profile with steady-state ROIC in the high 20s.

Entry point matters. A forward P/E of 19 on a business growing cloud revenue at triple digits sits well below where stretched AI infrastructure names trade. The 50-day moving average of $139.84 sits well below the 200-day of $168.78, meaning the stock is climbing out of a deep hole rather than defending a high.

Invalidation is equally clear. If FY27 free cash flow stays deeply negative into FY28, if renewal rates slip below the 49% Q4 mark, or if a hyperscale customer defers a contract, the thesis breaks. Watch the November-ending quarter for an earnings report near the $1.8880 EPS consensus and Q1 cloud growth in the 58%-64% guided range.

Oracle at $162 gives investors a booked-backlog AI infrastructure story at a growth-adjusted multiple the hyperscalers stopped offering three years ago.

Contact [email protected] for any questions or corrections.

MINNEAPOLIS--(BUSINESS WIRE)--U.S. Bank today announced the successful execution of a live pilot transaction utilizing USBDC, the bank's proprietary U.S. dollar-backed stablecoin.

Denali Advisors LLC lowered its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 6.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,050 shares of the retailer’s stock after selling 569 shares during the quarter. Denali Advisors LLC’s holdings in Costco Wholesale were worth $7,531,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. NewEdge Wealth LLC bought a new position in shares of Costco Wholesale during the 2nd quarter valued at about $33,134,000. Patrick Mauro Investment Advisor INC. acquired a new position in Costco Wholesale in the second quarter worth approximately $2,631,000. Smith Partners Wealth Management LLC bought a new position in shares of Costco Wholesale in the second quarter valued at $249,000. TPG Financial Advisors LLC bought a new position in shares of Costco Wholesale in the second quarter valued at $307,000. Finally, Empirical Asset Management LLC acquired a new stake in shares of Costco Wholesale during the 2nd quarter valued at $758,000. 68.48% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth COST has been the subject of several research reports. DA Davidson reissued a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research note on Thursday, September 3rd. TD Cowen reissued a “buy” rating and issued a $1,175.00 price target on shares of Costco Wholesale in a research note on Wednesday, June 3rd. Roth Capital upped their price objective on shares of Costco Wholesale from $769.00 to $781.00 and gave the company a “sell” rating in a research note on Friday, May 29th. UBS Group raised their target price on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the stock a “buy” rating in a report on Wednesday, May 20th. Finally, Bank of America lifted their target price on shares of Costco Wholesale from $1,185.00 to $1,200.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Twenty-two research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,056.03.

Get Our Latest Analysis on Costco Wholesale Key Headlines Impacting Costco Wholesale Here are the key news stories impacting Costco Wholesale this week:

Positive Sentiment: Strong fourth-quarter sales: Costco reported fourth-quarter net sales of $93.9 billion, up 11.3% year over year. Digitally enabled comparable sales increased 19.5%, suggesting e-commerce and omnichannel initiatives remain important growth drivers. Costco’s Q4 Sales Rise 11.3% as Digital Momentum Remains Strong Positive Sentiment: Analyst upgrade: Freedom Broker raised Costco from “hold” to “buy” and established a $1,030 price target, implying meaningful potential upside from recent trading levels. However, the upgrade has not yet overcome broader selling pressure. Costco Stock Falls Despite Freedom Broker Upgrade to Buy Neutral Sentiment: Returns and liquidation operations: Reports that Costco resells some returned merchandise through liquidation and B-stock auctions provide additional context on its inventory practices. The activity appears operational rather than a major new earnings catalyst, although it may help recover value from returned goods. How Costco Resells Items Returned Under Its Satisfaction Guarantee Policy Negative Sentiment: Premium valuation and competitive concerns: Costco’s recent underperformance has renewed debate over whether its high valuation is justified. Jim Cramer argued that the retailer may have lost some of its edge, while other commentary points to competition from discount stores. With a price-to-earnings ratio above 45, investors may be particularly sensitive to any slowdown in growth or membership appeal. Cramer Warns Costco May Have Lost Its Edge Negative Sentiment: Supplier bankruptcy headline: The loss of a Costco distribution deal contributed to a beverage brand’s Chapter 11 filing. This is not a direct financial threat to Costco, but it highlights vendor and product-selection risks within its merchandise ecosystem. Loss of Costco Deal Helps Push Beverage Brand Into Chapter 11 Insider Activity In related news, Director Kenneth Denman sold 885 shares of Costco Wholesale stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $957.45, for a total transaction of $847,343.25. Following the completion of the sale, the director owned 4,779 shares of the company’s stock, valued at approximately $4,575,653.55. This trade represents a 15.62% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Down 0.6% Costco Wholesale stock opened at $910.18 on Wednesday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07. The firm has a market cap of $403.65 billion, a PE ratio of 45.78, a P/E/G ratio of 3.80 and a beta of 0.86. The firm’s 50 day moving average price is $942.45 and its two-hundred day moving average price is $976.18.

Costco Wholesale Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Friday, July 24th were paid a $1.47 dividend. The ex-dividend date of this dividend was Friday, July 24th. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio is 29.58%.

Costco Wholesale Company Profile (Free Report)

Costco Wholesale Corporation operates membership-based warehouse clubs that offer a broad selection of merchandise at generally competitive prices. Its product range includes groceries, fresh foods, apparel, appliances, electronics, furniture, jewelry, hardware, and seasonal goods, along with private-label products sold under the Kirkland Signature brand.

The company also provides a variety of ancillary services, including gasoline stations, pharmacies, optical centers, hearing-aid centers, food courts, tire centers, and travel services.

Featured Stories Five stocks we like better than Costco Wholesale Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COST – Free Report).

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MILPITAS, Calif. & MUNICH--(BUSINESS WIRE)--SolarEdge and Infineon extend collaboration into solid-state circuit breaker technology for HVDC distribution in AI and hyperscale data centers.

California State Teachers Retirement System lifted its stake in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 13,162.3% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 91,253,439 shares of the company’s stock after buying an additional 90,565,372 shares during the quarter. California State Teachers Retirement System owned 15.24% of Airbnb worth $13,058,367,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Harris Associates L P grew its position in Airbnb by 21.0% in the fourth quarter. Harris Associates L P now owns 18,694,408 shares of the company’s stock valued at $2,537,205,000 after acquiring an additional 3,240,477 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Airbnb by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 10,076,465 shares of the company’s stock valued at $1,368,338,000 after purchasing an additional 47,966 shares during the period. AQR Capital Management LLC grew its holdings in Airbnb by 58.4% during the 4th quarter. AQR Capital Management LLC now owns 6,762,784 shares of the company’s stock valued at $917,845,000 after purchasing an additional 2,492,847 shares in the last quarter. Clearbridge Investments LLC increased its stake in Airbnb by 3.7% during the 4th quarter. Clearbridge Investments LLC now owns 6,073,947 shares of the company’s stock worth $824,356,000 after buying an additional 216,455 shares during the period. Finally, Wellington Management Group LLP increased its stake in Airbnb by 80.6% during the 2nd quarter. Wellington Management Group LLP now owns 5,785,665 shares of the company’s stock worth $827,929,000 after buying an additional 2,581,539 shares during the period. 80.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Airbnb In other Airbnb news, insider Nathan Blecharczyk sold 13,615 shares of the company’s stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $187.27, for a total transaction of $2,549,681.05. Following the sale, the insider owned 20,567 shares in the company, valued at $3,851,582.09. This represents a 39.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CAO David Bernstein sold 5,224 shares of the stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $182.49, for a total value of $953,327.76. Following the transaction, the chief accounting officer directly owned 48,513 shares in the company, valued at approximately $8,853,137.37. This represents a 9.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 2,288,689 shares of company stock valued at $374,988,733 over the last three months. 27.21% of the stock is owned by insiders.

Analyst Ratings Changes A number of equities analysts have weighed in on the stock. Royal Bank Of Canada set a $165.00 price objective on shares of Airbnb in a research report on Monday, August 10th. Phillip Securities lowered Airbnb from a “hold” rating to a “moderate sell” rating in a research report on Tuesday, August 11th. Weiss Ratings raised Airbnb from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, August 21st. Susquehanna raised their price objective on Airbnb from $170.00 to $200.00 and gave the company a “positive” rating in a research note on Friday, August 7th. Finally, Truist Financial lifted their price objective on Airbnb from $129.00 to $134.00 and gave the stock a “hold” rating in a report on Friday, June 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $179.10. Get Our Latest Stock Analysis on Airbnb

Airbnb Price Performance Shares of ABNB stock opened at $174.54 on Wednesday. The firm has a market cap of $104.51 billion, a P/E ratio of 39.67, a P/E/G ratio of 2.11 and a beta of 1.16. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.41 and a quick ratio of 1.41. Airbnb, Inc. has a 1-year low of $110.81 and a 1-year high of $193.45. The firm has a fifty day moving average of $164.35 and a two-hundred day moving average of $144.88.

Airbnb (NASDAQ:ABNB – Get Free Report) last issued its earnings results on Thursday, August 6th. The company reported $1.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.26 by $0.11. Airbnb had a net margin of 20.45% and a return on equity of 33.38%. The business had revenue of $3.61 billion for the quarter, compared to analyst estimates of $3.58 billion. During the same quarter in the prior year, the business posted $1.03 EPS. The company’s revenue for the quarter was up 16.3% on a year-over-year basis. As a group, research analysts anticipate that Airbnb, Inc. will post 5.23 earnings per share for the current fiscal year.

Airbnb Company Profile (Free Report)

Airbnb, Inc operates a global online marketplace that connects guests seeking accommodations and travel activities with hosts and other service providers. Through its platform and mobile applications, users can search for, book and review a broad range of lodging options, including private homes, apartments, rooms and other distinctive properties.

The company also offers Airbnb Experiences, which enables guests to discover and book activities hosted by local experts. In addition, Airbnb has expanded into related travel services, including services designed to support hosts and help them manage listings, reservations and guest relationships.

Founded in 2008 by Brian Chesky, Joe Gebbia and Nathan Blecharczyk, Airbnb serves travelers and hosts across a broad international market, with listings and activities available in destinations around the world.

See Also Five stocks we like better than Airbnb Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For

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Shares of big data software pioneer Palantir (PLTR -2.31%) rallied 51.5% in August, according to data from S&P Global Market Intelligence.

Palantir became a darling of the AI era over the past couple of years, and hit a very high valuation at its peak last November. Since then, the "SaaS-pocalypse" has taken a toll on the entire software sector, including Palantir, as fears of disruption from leading AI labs cut its stock price nearly in half, from its November 2025 highs to its June 2026 lows.

The downturn set Palantir up for a bounce higher if it posted continued strong financial results. Its second-quarter August report provided that, in spades.

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Palantir delivers eye-popping growth... again In the second quarter, Palantir delivered 93% revenue growth to $1.94 billion, while adjusted (non-GAAP) earnings per share grew 156% to $0.41. Both figures handily beat analyst expectations. This amazing growth marked a stunning acceleration from the 48% revenue growth in the year-ago quarter and the 85% growth in the first quarter of 2026. Another impressive metric was profitability, as adjusted free cash flow margins expanded to a massive 63% -- among the highest in the industry.

So much for the "SaaS-pocalypse," at least as it applies to Palantir's business.

In the press release, earnings call, and in recent media appearances, CEO Alex Karp made the case for Palantir to manage a company's artificial intelligence problem-solving, rather than going directly to one of the big AI labs such as OpenAI or Anthropic, saying:

Palantir is the only company that has demonstrated it can transform tokens into actual economic value. Our customers trust us to provide them with maximum control over their operations, data, and decisions. Their competitive advantage should never be used as training data for future models.

This quote is quite illuminating as to how Palantir is positioning itself in the age of AI and fending off the powerful frontier model labs. Karp claims that enterprises that use leading-edge frontier models directly risk their company's data and AI use cases being 'learned" by the AI models, which the models could theoretically use to improve and then spread that knowledge to competitors. An even worse scenario would involve the model-makers building their own products to compete with customers themselves.

The pitch appears to be working, especially with U.S. commercial customers, which grew 149% year over year. That's a pretty amazing figure, especially since overall sales and marketing expenses grew less than 40% over the past year, even including stock-based compensation. It's pretty clear that Palantir's platform is translating AI into real business value; otherwise, it wouldn't be growing this fast with so little incremental expense growth.

Image source: Getty Images.

How high is too high a price? Palantir continues to accelerate its growth and expand margins, despite the company's larger size and already sky-high profitability. That goes a long way toward justifying the company's 78 times forward P/E ratio, based on 2026 earnings estimates.

It's hard to imagine Palantir continuing to accelerate its growth rate off an ever-higher base, but then again, that's what many might have thought last year, and yet, Alex Karp and company managed to do so.

While the stock is far too expensive for value investors, younger growth-oriented investors should have a look at Palantir shares, even after its big August bounce.