Track market-moving stories before they get noisy

Key Takeaways FCX sees Q2 unit cash costs rising to $2.24 per pound amid energy and consumable cost and volume pressures.Freeport's Q1 copper sales fell 25% year over year after the Grasberg mine mud rush disruption.FCX expects Q2 copper sales of 690 million pounds, improving sequentially but down year over year. Freeport-McMoRan Inc. (FCX - Free Report) saw a decline in its average unit net cash cost per pound of copper in the first quarter of 2026 to $1.91 from $2.22 in the prior quarter. It also fell from $2.07 a year ago.

Freeport, however, is facing headwinds from higher costs in the second quarter. FCX’s outlook for the second quarter suggests higher costs on a sequential basis. It expects unit net cash costs to rise to $2.24 per pound, while projecting a full-year average of roughly $1.95 (compared with $1.65 in 2025).

The projected second-quarter unit cost reflects a roughly 98% year over year and 17% quarter over quarter increase. The uptick in costs reflects higher costs of energy and other consumables due to the Middle East conflict and persistent pressure on volumes. Higher costs are expected to weigh on the company's margins.

Freeport’s copper sales volumes tumbled approximately 25% year over year in the first quarter to 657 million pounds, and fell from 709 million pounds in the prior quarter. The downside primarily resulted from lower operating rates due to the temporary suspension of operations since the mud rush incident at the Grasberg Block Cave mine. While the company’s outlook for copper sales volumes for the second quarter of 690 million pounds indicates a sequential improvement, it still suggests a 32% year-over-year decline.

  Among FCX’s peers, Southern Copper Corporation (SCCO - Free Report) reported lower unit costs in the first quarter. Southern Copper’s operating cash cost per pound of copper, net of by-product revenue credits, fell by roughly 114% decline from the prior-year quarter. SCCO’s operating cash cost per pound of copper declined roughly 34% year over year in 2025.

BHP Group Limited (BHP - Free Report) lowered its unit cost guidance for the Escondida operation to the band of $1-$1.2 per pound for fiscal 2026, reflecting by-product credits and strong operational performance. BHP also projects Copper South Australia’s unit cost between $1 and $1.5 per pound. Unit costs at BHP’s Spence operation are expected to be between $2.1 and $2.4 per pound for fiscal 2026.

The Zacks Rundown for FCXShares of Freeport are up 69.5% in the past year against the Zacks Mining - Non Ferrous industry’s rise of 76.6%.

Image Source: Zacks Investment Research

From a valuation standpoint, FCX is currently trading at a forward 12-month earnings multiple of 24.07, a 1.9% discount to the industry average of 24.53X. It carries a Value Score of C.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for FCX’s 2026 and 2027 earnings implies a year-over-year rise of 44.6% and 34%, respectively. The EPS estimates for 2026 and 2027 have been trending higher over the past 30 days.

Image Source: Zacks Investment Research

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Dan Dreyfus, founder of Borneite Capital, made a striking case for copper on a recent appearance on the All-In Podcast. By his calculations, simply keeping up with ordinary GDP growth would require the world to extract 700 million tons of copper over the next 18 years, which is roughly the same amount humanity has mined over the last 10,000 years. That comparison sits at the center of his structural bull case.

The Demand Shock Dreyfus puts current copper consumption at 30 million tons per year, with electrification of the grid, EVs, and data centers driving demand higher. He emphasizes that the shortfall exists even before accounting for AI demand, and that the US grid faces shortfalls even from ordinary electrification. Independent forecasters echo the directional call: an S&P Global study cited in Freeport McMoRan’s filings projects copper demand reaching 42 million metric tons by 2040, and a separate S&P analysis warns the market could face a deficit of more than 10 million metric tons by 2040.

The Supply Shock The other blade of the scissors, leading to a massive copper shortfall, is supply. Dreyfus notes that only a handful of tier-1 copper mines are coming online before 2030 and that new mines take 7 to 12 years to build. Copper supply is structurally inelastic: even with prices at records, meaningful new tonnage is years away. That gap is what underpins his prediction that “the copper price is easily going to double from here.” Recent disruptions reinforce the point. Copper futures recently touched a record above $6.60 per pound, and Freeport’s own Grasberg mine, hit by a September 2025 mud rush, is not expected to be back at full capacity until late 2027.

China and the National Security Dimension Dreyfus ties critical minerals to US strategic vulnerability. As an example, China’s April export cutoffs of rare earth materials nearly shut down Ford Motor Company’s entire production line. The episode shows how concentrated control of critical inputs can stall US manufacturing. Copper itself was added to the USGS List of Critical Minerals, and a 50% US tariff on copper imports took effect in 2025, helping domestic producers.

The Macro Hedge and How to Play It Dreyfus layers a currency-debasement argument on top of the physical thesis, citing $40 trillion in federal debt growing at $2.5 trillion per year. He argues hard assets are the natural hedge, just as commodities were the best-performing asset class of the 1970s. M2 money supply data lends some empirical weight to the backdrop: the Federal Reserve’s latest reading puts M2 at $22.80 trillion as of April 1, 2026, sitting in the 90.9th percentile historically.

Dreyfus spoke at the commodity level rather than naming individual stocks. The available US-listed vehicles for this thesis include Freeport-McMoRan (NYSE:FCX | FCX Price Prediction), which CEO Kathleen Quirk has positioned as “America’s Copper Champion,” with a market cap near $91.9 billion and a forward earnings multiple of 23x. Freeport’s 53.53% one-year gain already reflects part of the move. For direct futures exposure, the United States Copper Index Fund (NYSEARCA:CPER) carries a 1.06% expense ratio on $456.4 million in net assets and is up 25.81% over the past year. Freeport’s Q1 2026 8-K details a realized copper price that has risen sharply year over year.

Key Takeaways on Copper Dreyfus’ copper thesis is ultimately a supply-and-demand story: the world will likely need far more copper than current mines can realistically deliver, and new supply is slow to come online. If global economic growth, electrification, and infrastructure spending continue as expected, copper prices could face sustained upward pressure for years. Investors should remember, however, that commodity markets are cyclical, demand forecasts can prove too optimistic, and new supply may emerge faster than expected. The long-term bull case is compelling, but the path is unlikely to be smooth.

On June 11, 2026, Freeport-McMoRan Inc FCX shares rose 6.9%, bringing the current price to $66.34. This move comes amidst a 52-week range of $35.15 to $72.09, reflecting a significant year-to-date increase of 31.2% and a remarkable one-year gain of 63.6%.

GF Value™ verdict: Current price is $66.34, which is 39.6% above the GF Value™ of $47.53, indicating overvaluation.GF Score™ of 89/100, suggesting a strong overall performance based on key financial metrics.No insider transactions reported in the last 3 months, indicating stability in insider sentiment. Is FCX Overvalued or Undervalued? The current share price of Freeport-McMoRan Inc FCX stands at $66.34, which is significantly above the GF Value™ of $47.53. This valuation gap indicates that the stock is 39.6% overvalued according to GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Such overvaluation presents a risk for potential investors, as there may be limited upside if market conditions shift or earnings do not meet expectations.

The GF Valuation label classifies FCX as "Significantly Overvalued," which aligns with the current price exceeding the calculated intrinsic value. This suggests that the stock may not provide a favorable risk-reward scenario at its current levels, implying that investors could face losses if the price corrects towards its intrinsic value.

How Does FCX's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 35.3x 28.0x Forward P/E 25.9x N/A Freeport-McMoRan's current P/E ratio of 35.3x is significantly above its 5-year median P/E of 28.0x, reflecting a 26% premium. The forward P/E of 25.9x offers a slightly more favorable valuation perspective but still indicates that the stock trades at a premium compared to its historical averages. This analysis supports the GF Value™ verdict of overvaluation, as the high P/E ratios suggest that investors are currently paying more for earnings than they have historically.

What Does FCX's GF Score™ Tell Us? Metric Rating GF Score™ 89/100 Financial Strength 6/10 Profitability 8/10 Growth 9/10 Valuation 5/10 Momentum 9/10 The GF Score™ of 89/100 indicates a strong performance across various metrics. Freeport-McMoRan excels in Growth (9/10) and Momentum (9/10), reflecting its capacity for future earnings expansion and positive price performance. However, the Financial Strength score of 6/10 and Valuation score of 5/10 suggest areas of concern regarding the overall financial health and current pricing levels. This profile highlights that while the company has strong growth potential, its current valuation may not be justified given the financial metrics.

What Are Insiders Doing with FCX Stock? There have been no insider transactions reported for Freeport-McMoRan in the last three months. This lack of activity suggests a period of stability in insider sentiment, with no signs of confidence or concern being expressed through buying or selling of shares. Investors might interpret this as insiders having no immediate plans to alter their positions, which can signify a steady outlook from those closest to the company's operations.

What This Means for Investors Based on the GF Value™ assessment, Freeport-McMoRan Inc FCX is currently overvalued at a price of $66.34 compared to the intrinsic value of $47.53. Investors should be cautious, as the significant premium over fair value presents considerable risk should market conditions change or earnings fail to meet elevated expectations.

For the complete analysis, visit the Freeport-McMoRan Inc FCX stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

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

FCX's GF Score™ is 89/100, indicating a strong overall performance compared to other stocks based on key financial metrics.

Is FCX overvalued or undervalued?

FCX is considered overvalued, with a current price of $66.34 being 39.6% above the GF Value™ of $47.53.

What is FCX's P/E ratio?

FCX's P/E ratio is 35.3x, which is significantly above its 5-year median of 28.0x, indicating a premium valuation compared to its historical performance.

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

In the latest trading session, Southern Copper (SCCO - Free Report) closed at $190.76, marking a -1.83% move from the previous day. The stock fell short of the S&P 500, which registered a loss of 0.24% for the day. Meanwhile, the Dow experienced a drop of 0.01%, and the technology-dominated Nasdaq saw a decrease of 0.26%.

Shares of the miner witnessed a gain of 27.25% over the previous month, beating the performance of the Basic Materials sector with its gain of 6.38%, and the S&P 500's gain of 6.42%.

Investors will be eagerly watching for the performance of Southern Copper in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of $1.77, marking a 48.74% rise compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $4.26 billion, up 36.33% from the prior-year quarter.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $6.79 per share and revenue of $15.51 billion, indicating changes of +29.58% and +15.6%, respectively, compared to the previous year.

Investors should also take note of any recent adjustments to analyst estimates for Southern Copper. Recent revisions tend to reflect the latest near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 3.31% higher. Southern Copper currently has a Zacks Rank of #3 (Hold).

In terms of valuation, Southern Copper is presently being traded at a Forward P/E ratio of 28.63. This expresses a premium compared to the average Forward P/E of 28.07 of its industry.

Investors should also note that SCCO has a PEG ratio of 1.96 right now. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. SCCO's industry had an average PEG ratio of 1.51 as of yesterday's close.

The Mining - Non Ferrous industry is part of the Basic Materials sector. At present, this industry carries a Zacks Industry Rank of 156, placing it within the bottom 37% of over 250 industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.

Posted by Defense World Staff on Apr 26th, 2026

Abacus FCF Advisors LLC purchased a new position in shares of Southern Copper Corporation (NYSE:SCCO – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 52,280 shares of the basic materials company’s stock, valued at approximately $7,501,000.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Vanguard Group Inc. grew its position in shares of Southern Copper by 3.6% in the 4th quarter. Vanguard Group Inc. now owns 983,822 shares of the basic materials company’s stock valued at $141,149,000 after buying an additional 33,804 shares during the last quarter. Sava Infond d.o.o. lifted its position in Southern Copper by 8.9% in the fourth quarter. Sava Infond d.o.o. now owns 24,383 shares of the basic materials company’s stock valued at $3,498,000 after acquiring an additional 1,988 shares during the last quarter. Dunhill Financial LLC grew its holdings in shares of Southern Copper by 26.0% during the fourth quarter. Dunhill Financial LLC now owns 2,174 shares of the basic materials company’s stock worth $312,000 after purchasing an additional 449 shares during the last quarter. Concurrent Investment Advisors LLC purchased a new position in shares of Southern Copper during the fourth quarter worth about $219,000. Finally, Cherokee Insurance Co increased its position in shares of Southern Copper by 0.8% during the fourth quarter. Cherokee Insurance Co now owns 11,968 shares of the basic materials company’s stock worth $1,717,000 after purchasing an additional 100 shares in the last quarter. 7.94% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Southern Copper In other Southern Copper news, Director Bonilla Luis Miguel Palomino sold 193 shares of the firm’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $174.60, for a total value of $33,697.80. Following the completion of the sale, the director owned 1,707 shares of the company’s stock, valued at approximately $298,042.20. This trade represents a 10.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Lerdo De Tejada Leon Contreras sold 9,326 shares of the business’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $209.56, for a total transaction of $1,954,344.91. Following the sale, the director owned 605 shares in the company, valued at $126,783.04. The trade was a 93.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 9,526 shares of company stock valued at $1,989,373 in the last quarter. 0.07% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In Several analysts have recently weighed in on the company. The Goldman Sachs Group raised Southern Copper from a “sell” rating to a “neutral” rating and set a $178.00 target price for the company in a report on Friday, April 10th. UBS Group lowered their target price on shares of Southern Copper from $150.00 to $140.00 and set a “sell” rating on the stock in a research report on Friday, March 27th. JPMorgan Chase & Co. lifted their target price on shares of Southern Copper from $117.50 to $127.00 and gave the company an “underweight” rating in a report on Friday, April 10th. Wall Street Zen upgraded shares of Southern Copper from a “hold” rating to a “buy” rating in a research report on Saturday, March 21st. Finally, Morgan Stanley increased their price target on shares of Southern Copper from $155.00 to $160.00 and gave the stock an “underweight” rating in a research note on Thursday, April 9th. Two investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and seven have given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Reduce” and an average target price of $145.61.

Read Our Latest Research Report on SCCO

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

Positive Sentiment: Quarterly dividend announced — SCCO declared a $1.00 quarterly dividend (annualized yield ~2.2%). Record date is May 13 and payment date is May 29; that steady cash return is a supportive factor for income-minded investors. Neutral Sentiment: News about a different, similarly named company (Great Southern Copper PLC) raising funds via warrants — not the same issuer as SCCO, so unlikely to materially affect Southern Copper’s fundamentals. Great Southern Copper Raises Funds via Warrant Exercise and Increases Share Capital Negative Sentiment: Leadership uncertainty after the sudden death of the CEO — multiple outlets flag management transition risk and investor concern that the firm faces an earnings/operational test during the change, a direct driver of today’s downside pressure. Why Southern Copper (SCCO) Is Down 5.1% After Sudden CEO Death And Leadership Uncertainty Southern Copper faces earnings test amid leadership transition Negative Sentiment: Unusually large put-option buying — investors purchased ~10,968 put contracts (≈68% above typical put volume), signaling elevated bearish positioning or hedging activity that can amplify downward price moves. Negative Sentiment: Analyst sentiment is weak: SCCO’s consensus is around a “Reduce”/average reduce rating and Scotiabank’s recent note raised its price target to $133 but maintained a “sector underperform” rating (target still well below the current share price), reinforcing downside expectations. Southern Copper Corporation (NYSE:SCCO) Given Average Rating of “Reduce” by Analysts Scotiabank raises price target to $133 (Benzinga) Negative Sentiment: Critical equity research and commentary highlight valuation risk — recent pieces argue SCCO is an expensive copper exposure that cannot afford operational missteps, increasing sensitivity to the current leadership and earnings risk. Southern Copper: An Expensive Copper Story That Cannot Afford A Misstep Southern Copper Stock Down 0.7% Shares of NYSE:SCCO opened at $180.96 on Friday. Southern Copper Corporation has a fifty-two week low of $86.59 and a fifty-two week high of $223.88. The company has a quick ratio of 3.40, a current ratio of 3.89 and a debt-to-equity ratio of 0.61. The firm’s 50-day simple moving average is $185.81 and its 200-day simple moving average is $163.46. The company has a market cap of $148.22 billion, a price-to-earnings ratio of 34.01, a PEG ratio of 1.83 and a beta of 1.16.

Southern Copper shares are going to split on the morning of Wednesday, May 13th. The 1.01-1 split was recently announced. The newly minted shares will be issued to shareholders after the closing bell on Tuesday, May 12th.

Southern Copper (NYSE:SCCO – Get Free Report) last posted its quarterly earnings results on Wednesday, January 28th. The basic materials company reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.54 by $0.01. Southern Copper had a net margin of 32.30% and a return on equity of 41.97%. The firm had revenue of $3.87 billion during the quarter, compared to analysts’ expectations of $3.73 billion. During the same period in the prior year, the company posted $0.98 earnings per share. As a group, equities research analysts predict that Southern Copper Corporation will post 6.79 earnings per share for the current year.

Southern Copper Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Wednesday, May 13th will be issued a dividend of $1.00 per share. This represents a $4.00 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Wednesday, May 13th. Southern Copper’s dividend payout ratio is currently 75.19%.

About Southern Copper (Free Report)

Southern Copper Corporation (NYSE: SCCO) is a large, integrated copper producer whose operations span the full value chain from exploration and mining to smelting, refining and the sale of copper and other metal products. The company produces a range of copper products including copper concentrate and refined cathodes, and recovers valuable byproducts such as molybdenum, silver and zinc. Southern Copper concentrates on high-volume, long-life assets designed to support steady production and processing capabilities.

Southern Copper’s operations are concentrated in Peru and Mexico, where it owns and operates multiple large-scale mining and processing facilities.

Further Reading Five stocks we like better than Southern Copper

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Southern Copper (SCCO - Free Report) came out with quarterly earnings of $1.92 per share, beating the Zacks Consensus Estimate of $1.77 per share. This compares to earnings of $1.19 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +8.48%. A quarter ago, it was expected that this miner would post earnings of $1.46 per share when it actually produced earnings of $1.56, delivering a surprise of +6.85%.

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

Southern Copper, which belongs to the Zacks Mining - Non Ferrous industry, posted revenues of $4.25 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.11%. This compares to year-ago revenues of $3.12 billion. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Southern Copper shares have added about 18.8% since the beginning of the year versus the S&P 500's gain of 4.3%.

What's Next for Southern Copper?While Southern Copper has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

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

Ahead of this earnings release, the estimate revisions trend for Southern Copper was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.60 on $3.89 billion in revenues for the coming quarter and $6.77 on $15.51 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Mining - Non Ferrous is currently in the top 30% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Energy Fuels (UUUU - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 6.

This uranium and vanadium miner and developer is expected to post quarterly loss of $0.03 per share in its upcoming report, which represents a year-over-year change of +76.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Energy Fuels' revenues are expected to be $33.25 million, up 96.8% from the year-ago quarter.

Southern Copper (SCCO - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Over the past month, shares of this miner have returned -4.5%, compared to the Zacks S&P 500 composite's +11% change. During this period, the Zacks Mining - Non Ferrous industry, which Southern Copper falls in, has gained 1.6%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, Southern Copper is expected to post earnings of $1.86 per share, indicating a change of +52.5% from the year-ago quarter. The Zacks Consensus Estimate has changed +19.7% over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $6.99 points to a change of +33.4% from the prior year. Over the last 30 days, this estimate has changed +6.4%.

For the next fiscal year, the consensus earnings estimate of $6.59 indicates a change of -5.7% from what Southern Copper is expected to report a year ago. Over the past month, the estimate has changed +5.6%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Southern Copper.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

For Southern Copper, the consensus sales estimate for the current quarter of $3.89 billion indicates a year-over-year change of +27.4%. For the current and next fiscal years, $16.54 billion and $14.78 billion estimates indicate +23.2% and -10.6% changes, respectively.

Last Reported Results and Surprise HistorySouthern Copper reported revenues of $4.25 billion in the last reported quarter, representing a year-over-year change of +36.2%. EPS of $1.92 for the same period compares with $1.19 a year ago.

Compared to the Zacks Consensus Estimate of $4.26 billion, the reported revenues represent a surprise of -0.11%. The EPS surprise was +8.47%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Southern Copper is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Southern Copper. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

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What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

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

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

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

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

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

For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.

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

Stock to Watch: Southern Copper (SCCO - Free Report) Phoenix, AZ-based Southern Copper Corporation engages in mining, exploring, smelting, and refining copper and other minerals. The company conducts exploration activities in Argentina, Chile, Ecuador, Mexico and Peru.

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

Momentum investors should take note of this Basic Materials stock. SCCO has a Momentum Style Score of A, and shares are up 1.4% over the past four weeks.

Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.42 to $6.99 per share. SCCO also boasts an average earnings surprise of +9.1%.

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

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

It also includes access to the Zacks Style Scores.

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

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

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

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

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.

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

Stock to Watch: Southern Copper (SCCO - Free Report) Phoenix, AZ-based Southern Copper Corporation engages in mining, exploring, smelting, and refining copper and other minerals. The company conducts exploration activities in Argentina, Chile, Ecuador, Mexico and Peru.

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

Additionally, the company could be a top pick for growth investors. SCCO has a Growth Style Score of A, forecasting year-over-year earnings growth of 33% for the current fiscal year.

For fiscal 2026, two analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.40 to $6.97 per share. SCCO boasts an average earnings surprise of +9.1%.

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

Key Takeaways FCX's expansion projects aim to boost copper output, backed by a strong financial health.SCCO plans $20.5B in investments to lift output to 1.6M tons, but faces near-term declines.Both companies balance dividends, cash flow and investments amid market volatility. Freeport-McMoRan Inc. (FCX - Free Report) and Southern Copper Corporation (SCCO - Free Report) are two heavyweights in the copper mining industry. Both operate on a global scale, extracting and processing copper and other metals. Also, both are navigating fluctuating copper prices and global economic uncertainties.

Copper prices started 2026 on a strong note, underpinned by robust demand from China and the United States. Structural tailwinds, including electric vehicles (EVs), renewable energy projects, data center growth and grid modernization, continue to boost copper consumption. Worries about tightening supply amid rising EV and infrastructure demand also supported the red metal. These factors led to prices surging to roughly $6.4 per pound in late January. Prices of the red metal were mostly volatile during February, largely trading near $6 per pound.

Copper prices came under pressure in March amid concerns about the impact of surging oil prices on the global economy due to the war in the Middle East, dragging down prices to a three-month low of around $5.3 per pound in late March. Prices rebounded in April on hopes of a de-escalation in the Iran war. Prices shot up to a record high of around $6.6 per pound last week amid robust demand in China and supply worries linked to the Middle East conflict. Prices have pulled back from that level amid war-related uncertainties and are currently hovering near $6.3 per pound.

 Let’s dive deep and closely compare the fundamentals of these two copper mining companies to determine which one is a better investment now.

The Case for FreeportFreeport continues to leverage its portfolio of high-quality copper assets, emphasizing disciplined execution and organic growth initiatives to strengthen its production profile. It has completed the evaluation of a large-scale expansion at El Abra in Chile to define a large sulfide resource that could potentially support a major mill project similar to the large-scale concentrator at Cerro Verde, with an estimated resource of approximately 20 billion recoverable pounds of copper.

In Arizona, FCX is progressing with pre-feasibility studies at its Safford/Lone Star operations, with completion targeted for 2026, to assess a sizable sulfide expansion opportunity. It has expansion opportunities at Bagdad in Arizona that can more than double the concentrator capacity of the operation. Technical and economic studies have revealed the potential to build concentrating facilities to boost copper production by 200-250 million pounds annually.

PT Freeport Indonesia (PT-FI) is developing the Kucing Liar ore body within the Grasberg district with a targeted ramp-up to commence in 2030. FCX completed studies in 2025 that showed an opportunity to increase Kucing Liar’s design capacity to 130,000 metric tons of ore per day and reserves by roughly 20% at low costs.

FCX has a strong liquidity profile and generates substantial cash flows, providing ample flexibility to fund expansion projects, reduce debt and enhance shareholder returns. It generated solid operating cash flows of $5.6 billion in 2025. Cash flows provided by operations surged 36% year over year to around $1.5 billion in the first quarter of 2026. Freeport ended the first quarter with strong liquidity, including $3.7 billion in cash and cash equivalents, $3 billion in availability under the FCX revolving credit facility, and $1.5 billion in availability under the PT-FI credit facility.

At the end of the first quarter, Freeport had a net debt of $2.4 billion, excluding PTFI’s new downstream processing facilities. Its net debt is below its targeted range of $3-$4 billion. Freeport has a policy of distributing 50% of the available cash to its shareholders and the balance to either reduce debt or invest in growth projects. FCX has no significant debt maturities until 2027.

FCX offers a dividend yield of roughly 0.5% at the current stock price. Its payout ratio is 14% (a ratio below 60% is a good indicator that the dividend will be sustainable). Backed by strong financial health, the company's dividend is perceived to be safe and reliable.

Despite these positives, Freeport faces headwinds from higher costs. Its outlook for the second quarter of 2026 suggests higher costs on a sequential basis. It expects unit net cash costs to rise to $2.24 per pound, while projecting a full-year average of roughly $1.95 (compared with $1.65 in 2025). The projected second-quarter unit cost reflects a roughly 98% year over year and 17% increase from the prior quarter. The uptick in costs reflects higher costs of energy and other consumables due to the Middle East conflict and persistent pressure on volumes. Higher costs are expected to weigh on the company's margins.

 Freeport’s copper sales volumes tumbled approximately 25% year over year in the first quarter to 657 million pounds, and fell from 709 million pounds in the prior quarter. The downside primarily resulted from lower operating rates due to the temporary suspension of operations since the mud rush incident at the Grasberg Block Cave mine in Indonesia in September 2025.

While the company’s outlook for copper sales volumes for the second quarter of 2026 of 690 million pounds indicates a sequential improvement, it still suggests a 32% year-over-year decline.  For full-year 2026, consolidated sales volume projections were revised lower to around 3.1 billion pounds of copper from the prior view of 3.4 billion pounds due to an expected delay in achieving full ramp-up of the Grasberg Block Cave mine. Lower sales volumes are expected to weigh on its top line.

The Case for Southern CopperSouthern Copper has a strong pipeline of world-class copper greenfield projects and other promising opportunities. It operates high-quality assets in investment-grade countries such as Mexico and Peru. Backed by its constant commitment to increasing low-cost production and growth investments, the company is well poised to continue delivering enhanced performance.

SCCO holds the largest copper reserves among listed peers. Its low-cost, integrated operations and deep pipeline of world-class greenfield projects further strengthen its competitive positioning. The company is well-positioned to capitalize on the expected surge in copper demand in the year to come, backed by the energy transition trend.

The company continues to build its presence in Peru as the country is the second-largest producer of copper. Peru holds about 9% of the world’s copper reserves. Despite the near-term production headwinds, SCCO expects to produce 915,000 tons of copper in 2026. Southern Copper expected to take this up to roughly 1.6 million tons by the middle of the next decade, implying a compound annual growth rate (CAGR) of approximately 5.3% from 2025 levels. To support this growth plan, the company intends to invest more than $20.5 billion over this decade, with the bulk of the capital allocated to projects in Peru.

The company’s key growth catalysts include the Tía María, Los Chancas and Michiquillay projects in Peru, along with El Pilar and El Arco in Mexico, all of which underpin SCCO’s long-term expansion pipeline.

The Tia Maria project, located in Arequipa, Peru, with an annual capacity of 120,000 tons of SX- EW copper cathodes, is expected to start in 2027. Peru’s Los Chancas project is slated to add 130,000 tons of copper starting in 2031. This will be followed by Michiquillay in 2032, adding an expected 225,000 tons of copper. It is projected to become one of Peru's largest copper mines with an expected mine life of more than 25 years.

In Mexico, the El Pilar project will contribute around 36,000 tons of copper cathodes annually. This project will use highly cost-efficient and environmentally friendly SX-EW technology. El Arco in Baja California is a world-class copper deposit. The project includes an open-pit mine with a combined 120,000 tons per day concentrator and 28,000 tons per year SX-EW operations.

SCCO generated net cash from operating activities of $4.75 billion in 2025, up roughly 7.5% from $4.42 billion in 2024, attributable to higher net income. Net cash from operating activities was around $1.69 billion in the first quarter of 2026, up 135% from $721.4 million in the prior-year quarter, driven by strong cash generation in its operations. SCCO offers a dividend yield of 2.4% at the current stock price. Its payout ratio is 66%, with a five-year annualized dividend growth rate of roughly -2.3%.

However, SCCO faces headwinds from near-term production declines. For 2025, copper production decreased 1.8% to 956,270 tons, which came in 1% lower than the company’s expected 965,000 tons. Lower output at Buenavista and the Peruvian mines, partially offset by a rise in production at IMMSA and La Caridad mines, led to lower output.  Its first-quarter output also fell 4% year over year, impacted by lower production at its Peruvian operations (down 10%) due to lower ore grades. While grades are expected to improve later this year, the company's copper production guidance for 2026 implies a decrease of 4.3% from 2025. Lower production is expected to weigh on its performance.

Price Performance and Valuation of FCX & SCCOFCX stock has gained 61.4% over a year, while SCCO stock has rallied 92.5% compared with the Zacks Mining - Non Ferrous industry’s rise of 59.9%.

Image Source: Zacks Investment Research

FCX is currently trading at a forward 12-month earnings multiple of 20.98, modestly higher than its five-year median. This represents a roughly 1.1% premium when stacked up with the industry average of 20.75X.

Image Source: Zacks Investment Research

SCCO is currently trading at a forward 12-month earnings multiple of 25.54, higher than its five-year median and above the industry.

Image Source: Zacks Investment Research

How Does Zacks Consensus Estimate Compare for FCX & SCCO?The Zacks Consensus Estimate for FCX’s 2026 sales and EPS implies a 5.1% and 44.6% increase year over year, respectively. The EPS estimates for 2026 have been trending higher over the past 60 days.

Image Source: Zacks Investment Research

The consensus estimate for SCCO’s 2026 sales and EPS implies year-over-year growth of 23.2% and 33%, respectively. The EPS estimates for 2026 have been going up over the past 60 days.

Image Source: Zacks Investment Research

FCX or SCCO: Which Stock Should You Bet on?Both FCX and SCCO currently have a Zacks Rank #3 (Hold), so picking one stock is not easy. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Both Freeport and Southern Copper are making progress with their growth projects amid a volatile yet favorable copper pricing environment. FCX is poised to gain from progress in its expansion activities that will boost production capacity. However, a weaker sales volume outlook and higher expected unit costs weigh on its prospects. On the other hand, SCCO’s case is backed by its constant commitment to increasing low-cost production and growth investments amid challenges from weaker expected near-term production. FCX’s more attractive valuation and higher earnings growth projections suggest that it may offer better investment prospects in the current market environment.

On June 02, 2026, we delve into the DCF analysis for Southern Copper Corp SCCO , a company that has shown impressive price performance recently. Over the past year, SCCO's stock has surged by 127.8%, and year-to-date, it has gained 39.6%. As investors evaluate the stock's current valuation, it is essential to consider the following:

DCF Earnings-based intrinsic value of $192.37 compared to the current price of $194.62 (margin of safety: -5.3%) DCF FCF-based intrinsic value of $69.45, indicating a second opinion on valuation GF Score™ of 89/100, suggesting high reliability of the DCF inputs What Is SCCO Worth? DCF Earnings-Based Model The DCF earnings-based model for Southern Copper Corp SCCO utilizes a two-stage approach to estimate the intrinsic value of the stock. The first stage accounts for a high growth rate over the next ten years, while the second stage reflects a more stable growth rate in the terminal phase. Below are the key assumptions used in this model:

Parameter Value Current EPS (TTM, excl. non-recurring) $5.91 10-Year Growth Rate 20.6% 10-Year Treasury Rate 4.43% Discount Rate (ceil(Treasury) + 6%) 11% Terminal Growth Rate 4% In the first stage, we project the EPS to grow at 20.6% per year for the next ten years, discounted at a rate of 11%. This results in a Growth Stage Value of $95.98 per share. In the second stage, after year ten, we assume a terminal growth rate of 4% for another ten years, also discounted at 11%, leading to a Terminal Stage Value of $96.39 per share. The summary of the calculations is as follows:

Stage Description Value Growth Stage (Years 1-10) EPS growing at 20.6%, discounted at 11% $95.98 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 11% $96.39 Intrinsic Value Growth + Terminal $192.37 Comparing the current price of $194.62 with the intrinsic value of $192.37 indicates that the stock is fairly valued, with a margin of safety of -5.3%. It is important to note that GuruFocus uses EPS excluding non-recurring items, as research shows stock prices correlate more closely with earnings than with free cash flow. For further analysis, you can visit the SCCO DCF Calculator.

What Does the Free Cash Flow DCF Say? The alternative DCF model based on Free Cash Flow (FCF) yields an intrinsic value of $69.45. This starkly contrasts with the earnings-based intrinsic value of $192.37, indicating a significant discrepancy between the two valuation methods. The FCF-based model suggests that SCCO is significantly overvalued, with a margin of safety of -180.2%.

How Does GF Value™ Compare to the DCF Models? In addition to the DCF models, the GF Value™ for Southern Copper Corp is calculated at $121.28. This proprietary measure takes into account historical trading multiples, past business growth, and future performance estimates. When considering all three valuation perspectives, we observe that the DCF earnings-based model suggests fair valuation, while the FCF model indicates significant overvaluation, and the GF Value™ suggests that the stock is overvalued as well. For more details, visit the GF Value™ page.

What Does SCCO's GF Score™ Tell Us? The GF Score™ ranks stocks from 0 to 100 based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Stocks with higher GF Score™ values have been found to generate higher long-term returns (backtested 2006-2021). Below is a summary of SCCO's GF Score™ metrics:

Metric Rating GF Score™ 89/100 Financial Strength 7/10 Profitability 10/10 Growth 9/10 Valuation 3/10 Momentum 6/10 With a predictability rank of 2 out of 5 stars, it suggests that the DCF model may be less reliable for this stock. For more information, visit the SCCO stock page.

Key Assumptions and Limitations It is important to note that DCF models are highly sensitive to growth rate and discount rate assumptions. Stocks with low predictability ratings, such as SCCO, produce less reliable DCF estimates. Additionally, the terminal growth rate of 4% is a simplifying assumption that may not reflect future realities.

What This Means for Investors Considering the three valuation models—DCF earnings, DCF FCF, and GF Value™—the consensus indicates that Southern Copper Corp is currently overvalued. The DCF earnings model suggests fair valuation, while the FCF model and GF Value™ both indicate significant overvaluation.

For the full DCF analysis, visit the SCCO DCF Calculator. You can also explore the GF Value™ page, or use the GuruFocus Stock Screener to find undervalued predictable companies.

Frequently Asked Questions What is SCCO's intrinsic value based on DCF?

[Answer: earnings-based $184.78, FCF-based $69.45]

Is SCCO overvalued or undervalued?

[Answer using DCF + GF Value™ consensus]

How reliable is the DCF model for SCCO?

[Answer using predictability rank 2/5]

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

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

It also includes access to the Zacks Style Scores.

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

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

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

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

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

Stock to Watch: Southern Copper (SCCO - Free Report) Phoenix, AZ-based Southern Copper Corporation engages in mining, exploring, smelting, and refining copper and other minerals. The company conducts exploration activities in Argentina, Chile, Ecuador, Mexico and Peru.

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

Additionally, the company could be a top pick for growth investors. SCCO has a Growth Style Score of A, forecasting year-over-year earnings growth of 38.4% for the current fiscal year.

For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.68 to $7.25 per share. SCCO boasts an average earnings surprise of +9.1%.

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

Shoppers are feeling the pinch at the pump. Grocers hope to offer some relief in the produce aisle.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

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CNBC consumer reporter Brandon Gomez delivered the bad news to anyone hosting a backyard cookout this weekend: “Ground beef for burgers at record highs, up more than 14%. Steak also surging as well over 16%, hot dogs up nearly 11%.” He went further, noting that “even the extras are more expensive cakes, cookies, nonalcoholic beverages all rising about 5% year over year.”

If you budgeted $150 for a Memorial Day cookout that worked last year, you are short. Short by enough to either downsize the menu, eat the difference on your credit card, or skip dessert. This is targeted price pain on the exact basket families buy three or four times a summer, far worse than headline inflation suggests.

Headline CPI Is Lying to Your Grocery Budget Gomez is completely right, and the standard talking point that “inflation has cooled” is dead wrong for anyone buying meat. The April 2026 Consumer Price Index landed at exactly 333.020, up from 320.795 back in April 2025. While that overall headline shift feels like a low single-digit move on paper, things change at the grocery store. Beef at 14%, steak at 16%, and hot dogs at 11% are running wild multiples of that official baseline.

Take a standard summer cookout for eight people: 3 pounds of ground beef, 2 pounds of steak, a pack of hot dogs, buns, a sheet cake, chips, and a 12-pack of soda. If that exact bundle cost you $90 last Memorial Day, the meat alone, roughly $55 of the total, now runs closer to $63. The secondary sides and sweets cost from $35 to about $37. That means the same spread now costs roughly $100. Multiply that by three summer holidays, and you have easily added $30 to a tight discretionary food budget.

This matters way more than the percentages suggest because of crumbling consumer sentiment. The University of Michigan index dropped to 49.8 in April, setting up May’s brutal drop to an all-time low of 44.8. Both readings sit far below the 60 threshold that historically signals a looming recession. Gomez’s framing fits the data perfectly: “The cost of hosting is continuing to climb at a time when Americans are feeling financially stretched, and that is pressuring grocers.”

Why Retailers Are Fighting Over Your Cart The grocers know it. Walmart (NYSE:WMT | WMT Price Prediction) reported U.S. comp sales up 4% ex-fuel in Q1 FY27 and called out share gains “particularly pronounced among upper-income households.” Wealthier shoppers are trading down to Walmart because beef at 16% above last year stings even six-figure earners. CEO Doug McMillon was blunt on the call: “Food inflation is very much on our mind… our customers have felt that, and they don’t want any more food inflation.”

Kroger (NYSE:KR) is responding under new CEO Greg Foran, the former Walmart U.S. chief brought in to fix pricing. Foran told CNBC: “We’re actually right in the middle of doing that at the moment, so we’re concerned about the cost of living. It makes a big difference when you get your pricing right.” Kroger is planning to close roughly 60 underperforming stores over 18 months to fund price investment. Walmart shares closed Friday near $120 after dropping about 7% over the past month on cautious guidance. Kroger trades around $67, and has dropped around 2% in the past 30 days.

The Variable That Decides Whether You Feel This The single biggest factor that changes the math is meat as a share of your food budget. A household that builds its meals around chicken, beans, and pasta sees roughly headline CPI in its cart. A household that buys ground beef weekly and grills steak twice a month absorbs double-digit increases on its biggest line item. Gomez totally nailed the demographic split: “The gap is widening between high income and lower income shoppers.” Lower-income households spend a much larger share on food, so a 14% beef increase hits their total budget infinitely harder.

What To Do Before Monday So, where should you start?

Reprice your week’s food menu by category, which likely means pulling last year’s receipt or estimate. Tag each item with this year’s cost: meat up 11% to 16%, baked goods and beverages up roughly 5%, produce closer to headline CPI. Substitute within the protein category. Chicken thighs and pork shoulder have not seen the same surge as beef. Swapping one tray of burgers for marinated chicken cuts your meat spend without cutting the guest count. Compare loyalty app prices the morning of. Walmart and Kroger are both running active price cuts to defend share. The same hot dog brand can swing by a dollar between stores in the same week. Track price per ounce, not package price. Shrinkflation is very real this cycle; smaller bag, same sticker. The good news is that your cookout can still happen, it’s just going to cost about 10% more this year, which means your budget has to grow by that amount or your menu has to shrink.

Kroger announces retirement of Tim Massa, Executive Vice President and Chief Associate Experience Officer PR Newswire

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

Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits.

Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today.

One company to watch right now is The Kroger Co. (KR - Free Report) . KR is currently sporting a Zacks Rank #2 (Buy) and an A for Value. The stock is trading with a P/E ratio of 12.9, which compares to its industry's average of 35.87. Over the last 12 months, KR's Forward P/E has been as high as 15.11 and as low as 11.97, with a median of 13.54.

We also note that KR holds a PEG ratio of 1.80. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. KR's industry has an average PEG of 3.93 right now. Within the past year, KR's PEG has been as high as 3.07 and as low as 0.83, with a median of 2.03.

Investors should also recognize that KR has a P/B ratio of 4.67. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. This stock's P/B looks attractive against its industry's average P/B of 8.52. Over the past 12 months, KR's P/B has been as high as 5.82 and as low as 3.13, with a median of 4.96.

Value investors also frequently use the P/S ratio. This metric is found by dividing a stock's price with the company's revenue. Some people prefer this metric because sales are harder to manipulate on an income statement. This means it could be a truer performance indicator. KR has a P/S ratio of 0.26. This compares to its industry's average P/S of 0.32.

These figures are just a handful of the metrics value investors tend to look at, but they help show that The Kroger Co. is likely being undervalued right now. Considering this, as well as the strength of its earnings outlook, KR feels like a great value stock at the moment.

Kroger Earns Bell Seal for Workplace Mental Health for Fifth Consecutive Year PR Newswire

CINCINNATI, May 29, 2026

Retailer receives gold distinction for commitment to mental health

, /PRNewswire/ -- The Kroger Co. (NYSE: KR), America's grocer, today announced it has been awarded a 2026 Gold Bell Seal for Workplace Mental Health, the nation's top recognition for U.S. employers committed to creating mentally healthy workplaces. The Bell Seal is issued by Mental Health America, the nation's leading nonprofit dedicated to promoting mental health and well-being of all people living in the U.S.

"We want Kroger to be a place where people feel supported and can take care of themselves, not just at work, but in their everyday lives," said Tim Massa, Kroger's executive vice president and chief experience officer. "This recognition is important because it reflects the real steps we're taking to support mental health, offer strong benefits and create a culture where people feel cared for and respected."

Kroger was recognized in several categories for its offerings, programs and benefits to support associates' mental health and promote a positive workplace culture. Offerings were evaluated in addition to the mental health services included in the retailer's health benefits, wellness initiatives, paid time off and professional development.

Founded in 1909, MHA is the nation's leading national nonprofit dedicated to the promotion of mental health, well-being and prevention. MHA has spent decades researching mental health in the workplace, and in 2019, MHA introduced the Bell Seal for Workplace Mental Health to recognize companies and organizations that understand the value of addressing mental health at work and implement policies and practices that support employee wellbeing.

Visit krogerfamilycareers.com to learn more about pursuing a career at Kroger.

About Kroger
At The Kroger Co. (NYSE: KR), we are dedicated to our Purpose: To Feed the Human Spirit™. We are, across our family of companies more than 400,000 associates who serve over 11 million customers daily through an eCommerce experience and retail food stores under a variety of banner names, serving America through food inspiration and uplift, and creating #ZeroHungerZeroWaste communities. To learn more about us, visit our newsroom and investor relations site.

View original content to download multimedia:https://www.prnewswire.com/news-releases/kroger-earns-bell-seal-for-workplace-mental-health-for-fifth-consecutive-year-302785808.html

SOURCE The Kroger Co.

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

Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric that measures the dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.

Kroger (KR - Free Report) is headquartered in Cincinnati, and is in the Retail-Wholesale sector. The stock has seen a price change of 1.89% since the start of the year. The supermarket chain is paying out a dividend of $0.35 per share at the moment, with a dividend yield of 2.2% compared to the Retail - Supermarkets industry's yield of 2.08% and the S&P 500's yield of 1.44%.

Looking at dividend growth, the company's current annualized dividend of $1.40 is up 4.5% from last year. Over the last 5 years, Kroger has increased its dividend 5 times on a year-over-year basis for an average annual increase of 16.19%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Kroger's current payout ratio is 29%, meaning it paid out 29% of its trailing 12-month EPS as dividend.

Earnings growth looks solid for KR for this fiscal year. The Zacks Consensus Estimate for 2026 is $5.24 per share, with earnings expected to increase 8.04% from the year ago period.

Investors like dividends for a variety of different reasons, from tax advantages and decreasing overall portfolio risk to considerably improving stock investing profits. However, not all companies offer a quarterly payout.

Big, established firms that have more secure profits are often seen as the best dividend options, but it's fairly uncommon to see high-growth businesses or tech start-ups offer their stockholders a dividend. Income investors must be conscious of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, KR presents a compelling investment opportunity; it's not only an attractive dividend play, but the stock also boasts a strong Zacks Rank of #2 (Buy).

As chronic disease, GLP-1 adoption, and food for health reshape American healthcare, Kroger Health gathers leaders to explore the grocery store's emerging role as America's most scaled health infrastructure

, /PRNewswire/ -- Kroger Health, the healthcare division of The Kroger Co. (NYSE: KR), and founder of the Nourishing Change movement, is bringing together more than 1,200 leaders across science, retail, health systems, policy, technology and community to turn ideas into action and accelerate solutions that improve how people eat, access care and live healthier lives. Now in its third year, this convening is hosted in partnership with Hy-Vee and marks the first time another retailer has joined Kroger Health as a co-host, reflecting growing momentum behind cross-industry collaboration to improve health outcomes at scale. 

This year's event takes place amid important developments shaping the future of health in America. From the rising prevalence of chronic disease to the rapid adoption of GLP-1 therapies, organizations across healthcare, retail, food, pharmacy, and policy are confronting challenges and opportunities that extend far beyond any one industry. As conversations around prevention, nutrition, and healthcare access continue to evolve, Nourishing Change serves as a forum for leaders to align around practical solutions and collective action.

Reflecting the breadth of those conversations, Nourishing Change gathers leaders from across the organizations shaping health every day. Speakers include Scott Honken of WeightWatchers and Sherry Frey of NielsenIQ, alongside more than 120 experts participating in 50+ sessions spanning retail health, clinical innovation, nutrition science, payer and employer strategy, and public policy. Together, attendees will explore the ideas, partnerships, and approaches needed to help people live healthier lives.

"Improving health outcomes for all Americans takes all of us," said Colleen Lindholz, President of Kroger Health. "The greatest opportunities to improve health come when organizations work together toward a common goal. Kroger Health founded Nourishing Change to bring together the leaders willing to think beyond traditional industry boundaries. When organizations unite around a common purpose, they can help millions of people."

This year's program focuses on three important developments influencing how health is experienced and delivered across the country: the central role of grocery and pharmacy as two of America's most accessible health touchpoints, the growing connection between retail and clinical care, and the impact of GLP-1 medications across food, pharmacy, and healthcare. 

"Retail health has an opportunity to make nutrition, pharmacy and care more accessible and meaningful for the communities we serve," said Jim Kirby, Chief Commercial Officer of Kroger Health. "With thousands of pharmacies and healthcare practitioners serving communities nationwide, we see firsthand the difference that can be made when food, pharmacy and clinical care work together."

Nourishing Change is produced in collaboration with Advantage Solutions and a Steering Committee of cross-sector organizations committed to shared progress on health outcomes at scale. To learn more about the Nourishing Change Conference, please visit nourishingchange.com.

About Kroger Health
Kroger Health, the healthcare division of The Kroger Co., is one of America's leading retail healthcare organizations. Kroger Health and the Kroger Family of Pharmacies and clinics operate more than 2,200 pharmacies in 35 states and 220 clinics in nine states, serving more than 17 million customers annually. Our team of 24,000 healthcare practitioners, including pharmacists, nurse practitioners, dietitians and technicians, believe in practicing at the top of our licenses, enabling "food for health" to help prevent disease before it starts, and helping people live healthier lives. For more information, visit www.kroger.com/health.

About Hy-Vee
Hy-Vee, Inc. is an employee-owned corporation operating more than 560 business units across nine Midwestern states with sales of more than $14 billion annually. The supermarket chain is synonymous with quality, variety, convenience, healthy lifestyles, culinary expertise and superior customer service. Hy-Vee was recently named one of the top grocery stores in America by USA TODAY. The company's more than 70,000 employees provide "A Helpful Smile in Every Aisle" to customers every day. For additional information, visit www.hy-vee.com.

SOURCE The Kroger Co.

Customers can earn 4X Fuel Points** every Friday from June 12 through July 24 and July 1–4

, /PRNewswire/ -- The Kroger Co. (NYSE: KR), America's grocer, today announced a summer-long series of 4X Fuel Points events to help customers stretch their budgets and save more on everyday purchases. Using Fuel Points, customers can save up to $35 on their next fill-up from rewards earned on the items they need this sunny season.

Whether customers are shopping for everyday essentials, stocking up for summer cookouts or preparing for holiday celebrations, Kroger is making it easier to save both in the grocery aisle and at the pump.

Kroger Helps Customers Save Up to $35 on Their Next Fill-Up This Summer "At Kroger, we're focused on helping customers maximize value every time they shop," said Mary Ellen Adcock, executive vice president and chief merchant and marketing officer. "With Fuel Points, customers can earn rewards on the groceries they already buy and save up to $35 on their next fill-up, helping them make their budgets go further all summer long."

Customers can earn 4X Fuel Points on every dollar spent every Friday from June 12 through July 24, as well as July 1–4, when they clip the digital coupon in the Kroger app or on Kroger.com and shop in-store, through pickup or via delivery.

Kroger's Fuel Points program helps customers earn rewards on everyday purchases and redeem those rewards for savings on fuel. Customers earn one Fuel Point for every $1 spent on groceries, with special promotions like 4X Fuel Points helping customers accumulate rewards faster and unlock even greater savings.

More Ways to Save This Summer

Customers can take advantage of multiple ways to save this summer:

4X Fuel Points Fridays: Earn 4X Fuel Points on every dollar spent every Friday from June 12 through July 24. July 1–4 Fuel Points Event: Earn 4X Fuel Points on every dollar spent throughout the Independence Day holiday period. Everyday Fuel Points: Earn 1 Fuel Point for every $1 spent on groceries. Prescription Rewards: Earn 25 Fuel Points for every qualifying prescription filled and 75 Fuel Points for every qualifying 90-day refill. Boost by Kroger Plus: Members earn 2X Fuel Points every day, any way they shop. Gift Card Offers: Earn additional Fuel Points on select gift card purchases. No matter how you shop, Kroger makes it easy. Customers can get these deals and more in store or Kroger.com, offering the same fresh items at the same low prices for pickup at a convenient store location or delivery in as little as 30 minutes. For even more convenience, Kroger's full product assortment is available on demand at DoorDash and Uber Eats marketplaces, shopped from your local store and delivered directly to your door.

*Exclusions apply. See site for details. Savings per gallon based on points earned. Max 35 gallons or less where prohibited by policy or local regulation.
**Offer may vary by location.

Media assets are available for download here.

About Kroger
At The Kroger Co. (NYSE: KR), we are dedicated to our Purpose: To Feed the Human Spirit™. We are, across our family of companies more than 400,000 associates who serve over 11 million customers daily through an e-Commerce experience and retail food stores under a variety of banner names, serving America through food inspiration and uplift, and creating #ZeroHungerZeroWaste communities. To learn more about us, visit our newsroom and investor relations site.

SOURCE The Kroger Co.

Kroger (KR - Free Report) closed the most recent trading day at $64.46, moving +2.33% from the previous trading session. The stock's performance was ahead of the S&P 500's daily loss of 1.62%. Elsewhere, the Dow lost 1.87%, while the tech-heavy Nasdaq lost 1.98%.

The supermarket chain's shares have seen a decrease of 2.52% over the last month, surpassing the Retail-Wholesale sector's loss of 6.71% and falling behind the S&P 500's loss of 0.03%.

Analysts and investors alike will be keeping a close eye on the performance of Kroger in its upcoming earnings disclosure. The company's earnings report is set to go public on June 18, 2026. On that day, Kroger is projected to report earnings of $1.58 per share, which would represent year-over-year growth of 6.04%. At the same time, our most recent consensus estimate is projecting a revenue of $45.4 billion, reflecting a 0.62% rise from the equivalent quarter last year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $5.24 per share and a revenue of $149.82 billion, indicating changes of +8.04% and +1.47%, respectively, from the former year.

Investors should also take note of any recent adjustments to analyst estimates for Kroger. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. Currently, Kroger is carrying a Zacks Rank of #3 (Hold).

Valuation is also important, so investors should note that Kroger has a Forward P/E ratio of 12.01 right now. This denotes a discount relative to the industry average Forward P/E of 14.11.

Meanwhile, KR's PEG ratio is currently 1.78. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. As the market closed yesterday, the Retail - Supermarkets industry was having an average PEG ratio of 1.88.

The Retail - Supermarkets industry is part of the Retail-Wholesale sector. Currently, this industry holds a Zacks Industry Rank of 200, positioning it in the bottom 19% of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

LOS ANGELES, CA AND SEOUL, KR / ACCESS Newswire / June 11, 2026 / Lunar Records Fund #1, LLC (the "Fund"), a joint venture founded by Melody Trust, LLC, a subsidiary of HWAL, Inc., the SI Blue Foundation ("Space Blue") , and Lunarbits Equity Fund today announced they have entered into a definitive joint venture agreement with AGINT Co., Ltd., a prominent South Korean entertainment company, to establish Lunar Records Korea.

Ascent Group LLC cut its position in Marsh and McLennan Companies, Inc. (NYSE: MRSH) by 21.4% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,661 shares of the financial services provider's stock after selling 3,985 shares during

Posted by Defense World Staff on Apr 6th, 2026

Princeton Global Asset Management LLC trimmed its holdings in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 96.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 331 shares of the financial services provider’s stock after selling 7,899 shares during the period. Princeton Global Asset Management LLC’s holdings in Marsh & McLennan Companies were worth $61,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC increased its position in Marsh & McLennan Companies by 51.2% during the fourth quarter. Brighton Jones LLC now owns 8,738 shares of the financial services provider’s stock worth $1,856,000 after buying an additional 2,960 shares during the last quarter. Bison Wealth LLC boosted its stake in shares of Marsh & McLennan Companies by 39.6% during the 4th quarter. Bison Wealth LLC now owns 3,064 shares of the financial services provider’s stock worth $651,000 after acquiring an additional 869 shares in the last quarter. CW Advisors LLC increased its holdings in shares of Marsh & McLennan Companies by 4.4% during the 2nd quarter. CW Advisors LLC now owns 12,918 shares of the financial services provider’s stock valued at $2,824,000 after acquiring an additional 548 shares during the last quarter. Cresset Asset Management LLC raised its stake in shares of Marsh & McLennan Companies by 1.4% in the 2nd quarter. Cresset Asset Management LLC now owns 17,392 shares of the financial services provider’s stock valued at $3,803,000 after acquiring an additional 248 shares in the last quarter. Finally, StoneX Group Inc. lifted its holdings in Marsh & McLennan Companies by 10.4% in the 2nd quarter. StoneX Group Inc. now owns 1,368 shares of the financial services provider’s stock worth $299,000 after purchasing an additional 129 shares during the last quarter. Institutional investors and hedge funds own 87.99% of the company’s stock.

Analyst Upgrades and Downgrades Several equities analysts have commented on MRSH shares. Royal Bank Of Canada reiterated a “sector perform” rating and set a $200.00 price target on shares of Marsh & McLennan Companies in a report on Friday, January 30th. Mizuho reaffirmed a “neutral” rating and set a $199.00 price objective (down from $213.00) on shares of Marsh & McLennan Companies in a report on Friday, February 27th. Evercore dropped their target price on shares of Marsh & McLennan Companies from $237.00 to $236.00 and set an “outperform” rating on the stock in a report on Wednesday, January 7th. JPMorgan Chase & Co. decreased their price target on shares of Marsh & McLennan Companies from $242.00 to $226.00 and set an “overweight” rating for the company in a report on Wednesday, January 7th. Finally, Barclays lowered their price target on Marsh & McLennan Companies from $210.00 to $209.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 11th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $212.06.

View Our Latest Research Report on MRSH

Insider Transactions at Marsh & McLennan Companies In other Marsh & McLennan Companies news, CEO John Q. Doyle sold 16,655 shares of the company’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $183.30, for a total value of $3,052,861.50. Following the completion of the transaction, the chief executive officer owned 116,811 shares of the company’s stock, valued at $21,411,456.30. This represents a 12.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.35% of the stock is owned by corporate insiders.

Marsh & McLennan Companies Trading Down 0.1% Shares of Marsh & McLennan Companies stock opened at $174.49 on Monday. The firm has a market capitalization of $84.47 billion, a P/E ratio of 20.70, a price-to-earnings-growth ratio of 2.38 and a beta of 0.75. Marsh & McLennan Companies, Inc. has a 1 year low of $164.89 and a 1 year high of $248.00. The business has a fifty day moving average of $175.70. The company has a debt-to-equity ratio of 1.20, a quick ratio of 1.10 and a current ratio of 1.10.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The financial services provider reported $2.12 earnings per share for the quarter, beating analysts’ consensus estimates of $1.97 by $0.15. Marsh & McLennan Companies had a net margin of 15.42% and a return on equity of 31.60%. The firm had revenue of $6.60 billion during the quarter, compared to the consensus estimate of $6.52 billion. During the same period in the prior year, the firm earned $1.87 EPS. The business’s revenue was up 8.7% on a year-over-year basis. As a group, research analysts forecast that Marsh & McLennan Companies, Inc. will post 9.61 earnings per share for the current fiscal year.

Marsh & McLennan Companies Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 9th will be given a dividend of $0.90 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.60 dividend on an annualized basis and a yield of 2.1%. Marsh & McLennan Companies’s dividend payout ratio (DPR) is 42.70%.

About Marsh & McLennan Companies (Free Report)

Marsh & McLennan Companies (NYSE: MMC) is a global professional services firm headquartered in New York City that provides advice and solutions in the areas of risk, strategy and people. Founded in 1905, the company has grown into a diversified group of businesses focused on insurance brokerage and risk management, reinsurance, human capital and investment consulting, and management consulting. Its long history and scale position it as a prominent adviser to corporations, governments and other institutions seeking to manage risk and optimize human and financial capital.

The firm operates through several well-known subsidiaries and business units that specialize in distinct services.

Recommended Stories Five stocks we like better than Marsh & McLennan Companies Want to see what other hedge funds are holding MRSH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report).

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CCLA Investment Management reduced its position in Marsh and McLennan Companies, Inc. (NYSE: MRSH) by 1.3% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 647,823 shares of the financial services provider's stock after selling 8,811 shares during