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Arvest Bank Trust Division increased its holdings in CVS Health Corporation (NYSE:CVS – Free Report) by 2,401.7% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 66,945 shares of the pharmacy operator’s stock after acquiring an additional 64,269 shares during the quarter. Arvest Bank Trust Division’s holdings in CVS Health were worth $4,808,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. increased its holdings in CVS Health by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 120,709,530 shares of the pharmacy operator’s stock valued at $9,579,508,000 after buying an additional 1,824,424 shares during the last quarter. State Street Corp increased its position in CVS Health by 2.1% in the fourth quarter. State Street Corp now owns 60,183,743 shares of the pharmacy operator’s stock worth $4,776,182,000 after buying an additional 1,245,457 shares during the period. Capital International Investors increased its position in CVS Health by 3.4% in the fourth quarter. Capital International Investors now owns 27,592,356 shares of the pharmacy operator’s stock worth $2,189,793,000 after buying an additional 900,153 shares during the period. Norges Bank bought a new stake in CVS Health in the fourth quarter valued at $1,666,265,000. Finally, Morgan Stanley increased its holdings in shares of CVS Health by 6.3% in the 4th quarter. Morgan Stanley now owns 20,373,774 shares of the pharmacy operator’s stock worth $1,616,863,000 after acquiring an additional 1,211,631 shares during the period. Institutional investors and hedge funds own 80.66% of the company’s stock.

CVS Health Stock Up 2.6% CVS Health stock opened at $110.40 on Wednesday. CVS Health Corporation has a twelve month low of $58.50 and a twelve month high of $110.62. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.66 and a current ratio of 0.87. The firm has a market cap of $140.87 billion, a PE ratio of 48.64, a P/E/G ratio of 1.05 and a beta of 0.61. The firm’s 50 day moving average price is $99.58 and its two-hundred day moving average price is $85.58.

CVS Health (NYSE:CVS – Get Free Report) last issued its earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.21 by $0.36. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The company had revenue of $100.43 billion during the quarter, compared to analyst estimates of $94.99 billion. During the same quarter last year, the business posted $2.25 EPS. The company’s revenue for the quarter was up 6.2% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. On average, research analysts predict that CVS Health Corporation will post 7.46 EPS for the current fiscal year.

CVS Health Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Thursday, July 23rd will be given a $0.665 dividend. This represents a $2.66 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Thursday, July 23rd. CVS Health’s dividend payout ratio is presently 117.18%.

Insider Activity In related news, Director Larry Robbins sold 1,983,538 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $94.45, for a total value of $187,345,164.10. Following the transaction, the director owned 6,213,261 shares in the company, valued at approximately $586,842,501.45. This represents a 24.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Tilak Mandadi sold 69,551 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $89.58, for a total transaction of $6,230,378.58. Following the transaction, the executive vice president directly owned 10,133 shares in the company, valued at approximately $907,714.14. The trade was a 87.28% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 3,441,551 shares of company stock worth $323,703,977. Insiders own 0.85% of the company’s stock.

Key Headlines Impacting CVS Health Here are the key news stories impacting CVS Health this week:

Positive Sentiment: CVS announced that common prescription medications for dogs and cats are now available at its roughly 9,000 CVS Pharmacy locations nationwide, expanding the chain’s role beyond human prescriptions and potentially adding a small but incremental revenue stream while increasing store traffic. Pet medications now available at CVS Pharmacy® Positive Sentiment: Market commentary highlighted that CVS has been outperforming the broader market, reflecting continued investor confidence in the company’s ongoing operational improvement and turnaround efforts. CVS Health (CVS) Surpasses Market Returns: Some Facts Worth Knowing Positive Sentiment: Another report echoed the same outperformance theme, noting CVS’s strong trading versus the market and suggesting that investors remain focused on the company’s improving fundamentals. CVS Health (CVS) Surpasses Market Returns: Some Facts Worth Knowing Neutral Sentiment: A longer-form analysis argued CVS is still in the middle of a meaningful turnaround, with improving margins, declining leverage, and strong cash flow, but it also noted the stock is no longer viewed as a deep bargain after its rally. CVS Health Update: The C- Student Now Pulling Down A B+ Analysts Set New Price Targets Several research analysts have recently issued reports on CVS shares. Wells Fargo & Company increased their price target on CVS Health from $103.00 to $123.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. TD Cowen raised their price objective on shares of CVS Health from $105.00 to $110.00 and gave the company a “buy” rating in a research note on Monday, May 11th. HSBC reissued a “hold” rating and issued a $103.00 price objective on shares of CVS Health in a research note on Monday, July 6th. JPMorgan Chase & Co. lifted their price target on shares of CVS Health from $101.00 to $111.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 12th. Finally, Cantor Fitzgerald upped their target price on CVS Health from $100.00 to $110.00 and gave the company an “overweight” rating in a report on Tuesday, July 7th. Twenty-one analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $105.38.

Get Our Latest Analysis on CVS Health

CVS Health Company Profile (Free Report)

CVS Health Corporation is a diversified healthcare company that operates a large network of retail pharmacies, pharmacy benefit management services and health care solutions. Headquartered in Woonsocket, Rhode Island, the company traces its roots to the early 1960s and has grown into an integrated provider of prescription drugs, over‑the‑counter products, clinical services and health insurance offerings. Its operating model combines retail pharmacy locations and in‑store clinics with broader pharmacy and health plan capabilities.

Key business activities include CVS Pharmacy retail operations, MinuteClinic walk‑in medical clinics and HealthHUB locations that offer expanded clinical services.

Recommended Stories Five stocks we like better than CVS Health Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding CVS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CVS Health Corporation (NYSE:CVS – Free Report).

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The company's community health investments are expanding access to housing, care and essential resources across the Commonwealth

, /PRNewswire/ -- CVS Health® (NYSE: CVS) today highlighted its continued investments in improving the health of communities across Massachusetts, spanning affordable housing, collaborations with local nonprofit organizations and free health services. Together, these efforts are helping expand access to care, resources and support for individuals and families throughout the state.

Health Starts at Home: Investing in Affordable Housing Across Massachusetts

CVS Health has invested more than $83 million in affordable housing across Massachusetts, helping create or preserve and renovate more than 3,517 affordable units throughout the Commonwealth. These investments support families, older adults and individuals across a range of communities, from Worcester to Boston's Jamaica Plain neighborhood to Salem, Attleboro and Foxborough, helping ensure more residents have access to safe, stable and affordable places to call home.

"When people have a safe and supportive place to live, everything else becomes possible," said Keli Savage, Vice President, Head of Real Estate & Impact Investments, CVS Health. "Through our ongoing investments in affordable housing we're helping build a healthier future for Massachusetts residents and the communities they call home."

Recent notable Massachusetts housing investments include:

Worcester Boys Club in Worchester, Massachusetts – CVS Health's $10 million investment in the property is supporting the historic adaptive reuse and new construction of the former Worcester Boys Club, providing 80 affordable units for older adults ages 55+, including five units set aside for households referred by the Massachusetts Department of Mental Health. Blessed Sacrament in Jamaica Plain, Boston – With nearly half of Boston renters reporting being cost-burdened, CVS Health is proud to have invested over $16 million towards the transformation of Blessed Sacrament in Jamaica Plain into 55 affordable homes for families across a range of incomes. The development will also include a community space operated by the Hyde Square Task Force, offering arts programs and youth services for residents and neighbors. Once complete, the revitalized 71,000-square-foot site—vacant since 2004—will serve as a vibrant cultural anchor for the Latin Quarter. Supporting Access to Nutritious, Medically Tailored Meals Through Community Servings

Since 2021, CVS Health has collaborated with Community Servings, a Boston-based nonprofit that prepares and delivers medically tailored meals to individuals and families managing serious illnesses across Massachusetts and Rhode Island. Community Servings' evidence-based model delivers scratch-cooked, medically appropriate meals, along with medical nutrition therapy, directly to the homes of those who are too ill to shop or cook for themselves.

With research consistently demonstrating that medically tailored meal programs are known to reduce healthcare costs and improve health outcomes, CVS Health's longstanding support has helped Community Servings expand its reach, deliver more meals and provide nutrition counseling to clients navigating conditions such as cancer, diabetes and heart disease. 

Expanding Access to Care Throughout Greater Boston

CVS Health and the CVS Health Foundation are helping expand access to preventive care and health services across Greater Boston through Project Health® and by supporting the Massachusetts General Hospital Mobile Health Unit.

Through CVS Health Project Health®, free health screenings are offered at select CVS Pharmacy locations and community events across Greater Boston. Screenings include blood pressure, cholesterol, blood glucose and body mass index (BMI), giving participants a snapshot of key health indicators and connecting them with follow-up care when needed. Since launching, Project Health has provided thousands of free screenings across the Greater Boston area. The CVS Health Foundation awarded a grant to launch the Driving Equity and Maternal Health (DREAMH) program at Mass General Brigham, which includes funding for a Mobile Postpartum Care Unit. The mobile unit makes it possible for people who recently gave birth and are at high risk for complications during the postpartum period to receive convenient, no-cost monitoring and support. "The most meaningful impact happens when we listen and learn in our communities, and work alongside trusted local organizations to improve health outcomes," said Jenny McColloch, Chief Sustainability Officer and Vice President of Community Impact, CVS Health. "Across Massachusetts, we're proud to collaborate with community leaders and organizations to connect people to the resources, support and opportunities they need to create healthier communities."

CVS Health's investments across Massachusetts reflect a shared belief that healthier communities are built together. More information on the company's annual impact in Massachusetts can be found in CVS Health's Massachusetts Economic Impact Report. 

About CVS Health
CVS Health is a leading health solutions company simplifying health care one person, one family and one community at a time. As of March 31, 2026, the Company had approximately 9,000 retail pharmacy locations, more than 1,000 walk-in and primary care medical clinics and a leading pharmacy benefits manager with approximately 88 million plan members. The Company also serves an estimated more than 37 million people through a broad range of health insurance products and related services. The Company's integrated model uses personalized, technology driven services to connect people to simply better health, increasing access to quality care, delivering better outcomes, and lowering overall costs.

Media contact
Rebecca Ferrick
[email protected] 

SOURCE CVS Health

Posted by Defense World Staff on Jul 22nd, 2026

D.A. Davidson & CO. raised its holdings in Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) by 131.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 38,750 shares of the real estate investment trust’s stock after purchasing an additional 22,030 shares during the quarter. D.A. Davidson & CO.’s holdings in Omega Healthcare Investors were worth $1,698,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of OHI. Resources Management Corp CT ADV grew its holdings in shares of Omega Healthcare Investors by 300.0% during the fourth quarter. Resources Management Corp CT ADV now owns 600 shares of the real estate investment trust’s stock worth $27,000 after purchasing an additional 450 shares during the last quarter. Ascentis Independent Advisors bought a new position in shares of Omega Healthcare Investors in the first quarter valued at about $35,000. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in shares of Omega Healthcare Investors in the fourth quarter valued at about $37,000. Smartleaf Asset Management LLC lifted its position in Omega Healthcare Investors by 40.9% during the 2nd quarter. Smartleaf Asset Management LLC now owns 924 shares of the real estate investment trust’s stock worth $34,000 after buying an additional 268 shares in the last quarter. Finally, Rothschild Investment LLC lifted its position in Omega Healthcare Investors by 283.7% during the 4th quarter. Rothschild Investment LLC now owns 944 shares of the real estate investment trust’s stock worth $42,000 after buying an additional 698 shares in the last quarter. Institutional investors and hedge funds own 65.25% of the company’s stock.

Wall Street Analyst Weigh In Several research firms have weighed in on OHI. Barclays initiated coverage on shares of Omega Healthcare Investors in a research report on Tuesday, July 7th. They issued an “underweight” rating and a $51.00 price objective for the company. Citigroup reiterated a “market perform” rating on shares of Omega Healthcare Investors in a research report on Monday, June 15th. Raymond James Financial assumed coverage on shares of Omega Healthcare Investors in a research note on Tuesday, June 16th. They set an “outperform” rating and a $50.00 price target on the stock. Scotiabank lowered their price target on shares of Omega Healthcare Investors from $50.00 to $47.00 and set a “sector perform” rating for the company in a report on Thursday, June 18th. Finally, Truist Financial dropped their price objective on shares of Omega Healthcare Investors from $48.00 to $46.00 and set a “hold” rating for the company in a research report on Tuesday, June 9th. Five research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $48.50.

Check Out Our Latest Stock Analysis on Omega Healthcare Investors

Omega Healthcare Investors Price Performance Omega Healthcare Investors stock opened at $50.52 on Wednesday. The business’s 50-day simple moving average is $47.28 and its 200 day simple moving average is $46.31. The stock has a market cap of $15.04 billion, a price-to-earnings ratio of 24.40, a P/E/G ratio of 2.12 and a beta of 0.58. Omega Healthcare Investors, Inc. has a 12-month low of $38.02 and a 12-month high of $50.75. The company has a quick ratio of 5.32, a current ratio of 5.32 and a debt-to-equity ratio of 0.81.

Omega Healthcare Investors (NYSE:OHI – Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $0.47 earnings per share for the quarter, missing the consensus estimate of $0.49 by ($0.02). Omega Healthcare Investors had a return on equity of 11.86% and a net margin of 51.14%.The firm had revenue of $322.95 million for the quarter, compared to the consensus estimate of $264.07 million. During the same period in the prior year, the firm posted $0.75 earnings per share. The business’s revenue for the quarter was up 16.7% compared to the same quarter last year. Omega Healthcare Investors has set its FY 2026 guidance at 3.190-3.250 EPS. As a group, research analysts anticipate that Omega Healthcare Investors, Inc. will post 3.09 earnings per share for the current year.

Omega Healthcare Investors Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Monday, May 4th were given a dividend of $0.67 per share. The ex-dividend date was Monday, May 4th. This represents a $2.68 annualized dividend and a dividend yield of 5.3%. Omega Healthcare Investors’s payout ratio is currently 129.47%.

About Omega Healthcare Investors (Free Report)

Omega Healthcare Investors, Inc is a real estate investment trust (REIT) that specializes in the ownership and management of healthcare-related facilities. The company’s core business involves acquiring and leasing long-term care properties, including skilled nursing facilities and assisted living communities, under net lease agreements. Its portfolio is designed to provide stable, inflation-protected cash flows from operators responsible for day-to-day property management.

Founded in 1992 and headquartered in Hunt Valley, Maryland, Omega Healthcare Investors has grown its holdings to encompass hundreds of facilities across the United States, with a smaller presence in select international markets.

Featured Articles Five stocks we like better than Omega Healthcare Investors Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding OHI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report).

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Posted by Defense World Staff on Jul 22nd, 2026

Andra AP fonden lessened its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 11.9% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 92,040 shares of the network technology company’s stock after selling 12,400 shares during the quarter. Andra AP fonden’s holdings in Palo Alto Networks were worth $14,756,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC lifted its holdings in Palo Alto Networks by 147.7% in the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock worth $1,230,000 after buying an additional 4,031 shares during the period. Bison Wealth LLC grew its position in shares of Palo Alto Networks by 169.1% in the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock worth $948,000 after buying an additional 3,275 shares during the last quarter. Sivia Capital Partners LLC increased its stake in shares of Palo Alto Networks by 66.3% during the second quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock valued at $713,000 after buying an additional 1,389 shares during the period. Osterweis Capital Management Inc. raised its holdings in shares of Palo Alto Networks by 11,100.0% during the second quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock valued at $115,000 after acquiring an additional 555 shares in the last quarter. Finally, Main Street Financial Solutions LLC raised its holdings in shares of Palo Alto Networks by 6.0% during the second quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock valued at $900,000 after acquiring an additional 249 shares in the last quarter. 79.82% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In A number of analysts recently commented on the company. Morgan Stanley reaffirmed an “overweight” rating and issued a $387.00 price target (up from $320.00) on shares of Palo Alto Networks in a research note on Tuesday. Mizuho upped their price objective on shares of Palo Alto Networks from $265.00 to $305.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. Evercore reaffirmed an “outperform” rating and issued a $415.00 target price on shares of Palo Alto Networks in a research report on Wednesday, July 8th. FBN Securities reiterated an “outperform” rating on shares of Palo Alto Networks in a research report on Wednesday, July 1st. Finally, Stifel Nicolaus set a $340.00 price target on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $331.48.

Read Our Latest Research Report on PANW

Palo Alto Networks Stock Performance Palo Alto Networks stock opened at $342.15 on Wednesday. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $368.80. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. The company has a market capitalization of $278.85 billion, a P/E ratio of 280.45, a PEG ratio of 12.95 and a beta of 0.91. The stock’s 50 day moving average is $295.28 and its 200 day moving average is $214.74.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last announced its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The business had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. During the same quarter in the previous year, the business earned $0.37 earnings per share. The firm’s quarterly revenue was up 31.1% compared to the same quarter last year. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. On average, equities research analysts predict that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Trending Headlines about Palo Alto Networks Here are the key news stories impacting Palo Alto Networks this week:

Positive Sentiment: J.P. Morgan-style rotation into cybersecurity is showing up in the news flow, with multiple commentators arguing that AI-driven security demand should benefit PANW as enterprises spend more to protect themselves from increasingly powerful AI tools. Why Palo Alto Stock Can Be a Big Winner in Cybersecurity’s New AI Era Positive Sentiment: Morgan Stanley said sentiment on software stocks has become “too negative,” and named high-profile names like PANW as potential rebound candidates if investors rotate back into quality software leaders. Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative’ on Software Stocks. These Are Their Picks Positive Sentiment: Citi Wealth’s CIO highlighted cybersecurity as a favored theme, saying “infinite AI agents” could drive more enterprise spending on security, which reinforces the bull case for PANW. Citi Wealth CIO Warns “Infinite AI Agents” Will Accelerate Cybersecurity’s Share of Enterprise Spending Positive Sentiment: Palo Alto Networks announced it intends to acquire Embrace to expand its observability platform with digital experience monitoring, adding real-user monitoring and synthetics tools that could broaden its product offering and deepen customer value. Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring Neutral Sentiment: One market note said PANW had slipped recently alongside broader software weakness, suggesting investor caution may still be weighing on the shares. Palo Alto Networks (PANW) Sees a More Significant Dip Than Broader Market: Some Facts to Know Insider Activity In related news, EVP Lee Klarich sold 62,904 shares of the stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $258.65, for a total transaction of $16,270,119.60. Following the sale, the executive vice president directly owned 235,983 shares of the company’s stock, valued at approximately $61,037,002.95. This represents a 21.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Josh D. Paul sold 1,100 shares of Palo Alto Networks stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $285.08, for a total transaction of $313,588.00. Following the completion of the transaction, the chief accounting officer directly owned 81,636 shares of the company’s stock, valued at $23,272,790.88. This trade represents a 1.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 101,239 shares of company stock valued at $27,174,360. 1.40% of the stock is currently owned by insiders.

Palo Alto Networks Profile (Free Report)

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.

Read More Five stocks we like better than Palo Alto Networks Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding PANW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report).

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Posted by Defense World Staff on Jul 22nd, 2026

Balefire LLC bought a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 1,876 shares of the network technology company’s stock, valued at approximately $301,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in PANW. Boston Common Asset Management LLC raised its holdings in Palo Alto Networks by 10.8% in the 1st quarter. Boston Common Asset Management LLC now owns 47,194 shares of the network technology company’s stock worth $7,566,000 after purchasing an additional 4,618 shares in the last quarter. Nelson Capital Management LLC boosted its stake in shares of Palo Alto Networks by 14.7% during the 1st quarter. Nelson Capital Management LLC now owns 2,671 shares of the network technology company’s stock valued at $428,000 after purchasing an additional 343 shares in the last quarter. Greenwood Gearhart LLC increased its position in shares of Palo Alto Networks by 53.4% during the first quarter. Greenwood Gearhart LLC now owns 84,030 shares of the network technology company’s stock valued at $13,472,000 after buying an additional 29,245 shares during the period. S&CO Inc. increased its position in shares of Palo Alto Networks by 4.3% during the first quarter. S&CO Inc. now owns 86,925 shares of the network technology company’s stock valued at $13,935,000 after buying an additional 3,579 shares during the period. Finally, True North Advisors LLC raised its stake in Palo Alto Networks by 14.0% in the first quarter. True North Advisors LLC now owns 2,888 shares of the network technology company’s stock worth $463,000 after buying an additional 354 shares in the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Analysts Set New Price Targets Several analysts have commented on the stock. Jefferies Financial Group set a $335.00 price objective on shares of Palo Alto Networks and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Stifel Nicolaus set a $340.00 target price on Palo Alto Networks in a research report on Wednesday, June 3rd. Wells Fargo & Company raised their target price on Palo Alto Networks from $325.00 to $420.00 and gave the company an “overweight” rating in a research note on Wednesday, July 1st. Morgan Stanley restated an “overweight” rating and issued a $387.00 target price (up from $320.00) on shares of Palo Alto Networks in a research note on Tuesday. Finally, Citigroup restated a “buy” rating and set a $400.00 price target (up from $340.00) on shares of Palo Alto Networks in a research report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Palo Alto Networks currently has a consensus rating of “Moderate Buy” and an average target price of $331.48.

View Our Latest Stock Analysis on Palo Alto Networks

Palo Alto Networks Trading Down 1.9% NASDAQ:PANW opened at $342.15 on Wednesday. The firm has a market capitalization of $278.85 billion, a P/E ratio of 280.45, a PEG ratio of 12.95 and a beta of 0.91. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $368.80. The company’s 50-day simple moving average is $295.28 and its 200 day simple moving average is $214.74.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last announced its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The business had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. During the same quarter last year, the firm earned $0.37 earnings per share. The business’s revenue for the quarter was up 31.1% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. As a group, analysts forecast that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.

Insider Activity at Palo Alto Networks In other Palo Alto Networks news, EVP Lee Klarich sold 62,904 shares of Palo Alto Networks stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $258.65, for a total transaction of $16,270,119.60. Following the completion of the transaction, the executive vice president owned 235,983 shares in the company, valued at approximately $61,037,002.95. The trade was a 21.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Josh D. Paul sold 1,100 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $285.08, for a total value of $313,588.00. Following the completion of the sale, the chief accounting officer directly owned 81,636 shares in the company, valued at approximately $23,272,790.88. This represents a 1.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 101,239 shares of company stock worth $27,174,360 over the last quarter. 1.40% of the stock is currently owned by company insiders.

Key Palo Alto Networks News Here are the key news stories impacting Palo Alto Networks this week:

Positive Sentiment: J.P. Morgan-style rotation into cybersecurity is showing up in the news flow, with multiple commentators arguing that AI-driven security demand should benefit PANW as enterprises spend more to protect themselves from increasingly powerful AI tools. Why Palo Alto Stock Can Be a Big Winner in Cybersecurity’s New AI Era Positive Sentiment: Morgan Stanley said sentiment on software stocks has become “too negative,” and named high-profile names like PANW as potential rebound candidates if investors rotate back into quality software leaders. Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative’ on Software Stocks. These Are Their Picks Positive Sentiment: Citi Wealth’s CIO highlighted cybersecurity as a favored theme, saying “infinite AI agents” could drive more enterprise spending on security, which reinforces the bull case for PANW. Citi Wealth CIO Warns “Infinite AI Agents” Will Accelerate Cybersecurity’s Share of Enterprise Spending Positive Sentiment: Palo Alto Networks announced it intends to acquire Embrace to expand its observability platform with digital experience monitoring, adding real-user monitoring and synthetics tools that could broaden its product offering and deepen customer value. Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring Neutral Sentiment: One market note said PANW had slipped recently alongside broader software weakness, suggesting investor caution may still be weighing on the shares. Palo Alto Networks (PANW) Sees a More Significant Dip Than Broader Market: Some Facts to Know About Palo Alto Networks (Free Report)

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.

Read More Five stocks we like better than Palo Alto Networks Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding PANW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report).

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SAN DIEGO, July 22, 2026 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Roblox Corporation (NYSE: RBLX) common stock between October 30, 2025 and April 30, 2026, inclusive (the “Class Period”), have until Friday, August 7, 2026 to seek appointment as lead plaintiff of the Roblox class action lawsuit. Captioned Mukherjee v.

NEW YORK, July 22, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Roblox Corporation (“Roblox” or the “Company”) (NYSE: RBLX) investors of the  August 7, 2026 deadline involving a securities fraud class action lawsuit commenced against the Company. Should You Join The Roblox Corporation Class Action Lawsuit : Do you, or did you, own shares of Roblox Corporation (NYSE: RBLX)?

Posted by Defense World Staff on Jul 22nd, 2026

Assetmark Inc. boosted its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 25.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 25,074 shares of the business services provider’s stock after buying an additional 5,057 shares during the quarter. Assetmark Inc.’s holdings in Automatic Data Processing were worth $5,095,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently bought and sold shares of ADP. Brighton Jones LLC increased its stake in shares of Automatic Data Processing by 92.1% during the 4th quarter. Brighton Jones LLC now owns 10,026 shares of the business services provider’s stock worth $2,935,000 after purchasing an additional 4,808 shares in the last quarter. Bison Wealth LLC lifted its position in shares of Automatic Data Processing by 22.8% in the fourth quarter. Bison Wealth LLC now owns 3,664 shares of the business services provider’s stock valued at $1,073,000 after acquiring an additional 681 shares in the last quarter. Schnieders Capital Management LLC. grew its holdings in shares of Automatic Data Processing by 21.8% during the second quarter. Schnieders Capital Management LLC. now owns 1,259 shares of the business services provider’s stock worth $388,000 after buying an additional 225 shares in the last quarter. Osterweis Capital Management Inc. purchased a new stake in Automatic Data Processing in the 2nd quarter worth approximately $108,000. Finally, Diversify Advisory Services LLC increased its stake in Automatic Data Processing by 17.5% in the second quarter. Diversify Advisory Services LLC now owns 5,477 shares of the business services provider’s stock valued at $1,641,000 after purchasing an additional 815 shares during the last quarter. 80.03% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades ADP has been the topic of a number of recent analyst reports. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Automatic Data Processing in a research note on Tuesday, July 7th. Robert W. Baird cut their price objective on Automatic Data Processing from $300.00 to $270.00 in a report on Thursday, April 30th. Morgan Stanley cut their price target on shares of Automatic Data Processing from $311.00 to $274.00 and set an “equal weight” rating on the stock in a report on Tuesday, April 28th. Citigroup lowered their target price on Automatic Data Processing from $265.00 to $230.00 and set a “neutral” rating for the company in a research note on Thursday, April 30th. Finally, Stifel Nicolaus lifted their target price on Automatic Data Processing from $240.00 to $260.00 and gave the stock a “hold” rating in a research report on Wednesday, July 8th. Three analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $248.64.

Check Out Our Latest Research Report on ADP

Automatic Data Processing Stock Performance Shares of ADP opened at $246.22 on Wednesday. Automatic Data Processing, Inc. has a 1 year low of $188.16 and a 1 year high of $315.98. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.04 and a current ratio of 1.04. The company has a market cap of $98.42 billion, a price-to-earnings ratio of 22.97 and a beta of 0.83. The firm has a fifty day moving average of $229.52 and a 200-day moving average of $224.51.

Automatic Data Processing (NASDAQ:ADP – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The business services provider reported $3.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.30 by $0.07. The company had revenue of $5.94 billion during the quarter, compared to analyst estimates of $5.85 billion. Automatic Data Processing had a return on equity of 68.82% and a net margin of 20.12%.The firm’s quarterly revenue was up 7.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.06 EPS. Automatic Data Processing has set its FY 2026 guidance at 11.010-11.110 EPS. As a group, equities analysts anticipate that Automatic Data Processing, Inc. will post 11.08 earnings per share for the current year.

About Automatic Data Processing (Free Report)

Automatic Data Processing, Inc (ADP) is a global provider of cloud-based human capital management (HCM) and payroll solutions. Founded in 1949 and headquartered in Roseland, New Jersey, ADP began as a payroll processing company and has evolved into a diversified provider of workforce management, HR, benefits administration, tax and compliance services, and analytics for employers of all sizes.

ADP’s product portfolio includes payroll processing and tax filing, time and attendance systems, benefits administration, talent management, and HR outsourcing.

Read More Five stocks we like better than Automatic Data Processing Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible

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SHENZHEN, China & SAN JOSE, Calif.--(BUSINESS WIRE)--BYD (H.K.) CO., Limited, the world's largest manufacturer of electric vehicles, and Xperi Inc. (NYSE: XPER), an entertainment technology company that invents, develops and delivers technologies that enable extraordinary entertainment experiences, today announced that BYD has adopted DTS AutoStage™ as its exclusive in‑car media platform, bringing advanced audio and video entertainment experiences to future BYD vehicles across BYD's major inter.

Posted by Defense World Staff on Jul 22nd, 2026

Assetmark Inc. raised its holdings in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 26.4% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 107,652 shares of the natural resource company’s stock after purchasing an additional 22,482 shares during the quarter. Assetmark Inc.’s holdings in Freeport-McMoRan were worth $6,328,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of FCX. KBC Group NV grew its position in shares of Freeport-McMoRan by 49.0% in the 4th quarter. KBC Group NV now owns 221,838 shares of the natural resource company’s stock valued at $11,267,000 after purchasing an additional 73,002 shares during the period. Fifth Third Bancorp grew its position in Freeport-McMoRan by 34.5% in the first quarter. Fifth Third Bancorp now owns 1,062,916 shares of the natural resource company’s stock valued at $62,478,000 after purchasing an additional 272,726 shares in the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new stake in shares of Freeport-McMoRan in the fourth quarter valued at about $8,857,000. Franklin Resources Inc. increased its position in shares of Freeport-McMoRan by 31.2% during the 4th quarter. Franklin Resources Inc. now owns 37,353,852 shares of the natural resource company’s stock worth $1,897,202,000 after purchasing an additional 8,891,743 shares during the last quarter. Finally, Powszechne Towarzystwo Emerytalne Allianz Polska S.A. increased its holdings in Freeport-McMoRan by 175.4% during the fourth quarter. Powszechne Towarzystwo Emerytalne Allianz Polska S.A. now owns 1,379,760 shares of the natural resource company’s stock worth $70,078,000 after buying an additional 878,760 shares during the last quarter. 80.77% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets FCX has been the topic of several research analyst reports. Wall Street Zen upgraded Freeport-McMoRan from a “hold” rating to a “buy” rating in a research note on Saturday, June 13th. Sanford C. Bernstein lifted their price objective on shares of Freeport-McMoRan from $53.50 to $58.50 and gave the stock a “market perform” rating in a research note on Wednesday, June 10th. Citigroup reiterated a “positive” rating on shares of Freeport-McMoRan in a research report on Wednesday, July 15th. CICC Research reduced their price target on shares of Freeport-McMoRan from $64.40 to $63.40 and set an “outperform” rating on the stock in a research report on Tuesday, April 28th. Finally, Jefferies Financial Group raised their price objective on Freeport-McMoRan from $75.00 to $85.00 and gave the company a “buy” rating in a research note on Monday, June 8th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $68.95.

Check Out Our Latest Research Report on FCX

Trending Headlines about Freeport-McMoRan Here are the key news stories impacting Freeport-McMoRan this week:

Positive Sentiment: Stifel Nicolaus raised its price target on Freeport-McMoRan from $76 to $80 and kept a buy rating, signaling confidence in further upside for FCX. Article Link Positive Sentiment: Analysts have increased their earnings forecast for FCX’s upcoming quarter to about $0.60 per share, suggesting stronger profitability even though revenue is expected to decline year over year due to cost discipline and operational efficiency. Article Link Positive Sentiment: Multiple earnings-preview and sector pieces highlighted FCX as a miner with potential to beat Q2 estimates, helped by stronger commodity prices. Article Link Positive Sentiment: Coverage around the global AI data center buildout continues to support the long-term copper demand story, with FCX positioned as a key beneficiary if AI infrastructure spending keeps accelerating. Article Link Neutral Sentiment: Recent articles also discussed FCX’s “copper turning point” and its attention in the copper market, but these were more thematic than immediately actionable for the stock. Article Link Freeport-McMoRan Price Performance Freeport-McMoRan stock opened at $62.57 on Wednesday. The stock’s 50 day moving average is $63.69 and its 200 day moving average is $62.15. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.39 and a quick ratio of 1.13. Freeport-McMoRan Inc. has a one year low of $35.15 and a one year high of $72.28. The firm has a market cap of $89.94 billion, a P/E ratio of 33.28, a P/E/G ratio of 0.59 and a beta of 1.37.

Freeport-McMoRan (NYSE:FCX – Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The natural resource company reported $0.57 earnings per share for the quarter, topping the consensus estimate of $0.47 by $0.10. Freeport-McMoRan had a net margin of 10.34% and a return on equity of 9.88%. The company had revenue of $6.23 billion during the quarter, compared to analysts’ expectations of $5.73 billion. During the same period in the prior year, the company posted $0.24 earnings per share. Freeport-McMoRan’s revenue for the quarter was up 8.8% compared to the same quarter last year. As a group, research analysts expect that Freeport-McMoRan Inc. will post 2.68 EPS for the current year.

Freeport-McMoRan Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Wednesday, July 15th will be issued a dividend of $0.075 per share. This represents a $0.30 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Wednesday, July 15th. Freeport-McMoRan’s dividend payout ratio is presently 15.96%.

Freeport-McMoRan Profile (Free Report)

Freeport-McMoRan Inc is a U.S.-based natural resources company primarily engaged in the exploration, mining and processing of copper, gold and molybdenum. Its operations encompass large-scale open-pit and underground mining as well as associated concentrator and milling facilities. The company produces copper in the form of concentrates and cathodes, and also recovers gold and molybdenum as co-products; its business model includes exploration, development, mining, beneficiation and the sale of bulk commodities to smelters and industrial customers.

Freeport-McMoRan conducts operations and development activities across multiple geographies, with substantial assets in the Americas and Indonesia.

Read More Five stocks we like better than Freeport-McMoRan Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible

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Posted by Defense World Staff on Jul 22nd, 2026

Dimensional Fund Advisors LP lifted its holdings in shares of Aon plc (NYSE:AON – Free Report) by 20.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,253,769 shares of the financial services provider’s stock after acquiring an additional 213,051 shares during the quarter. Dimensional Fund Advisors LP owned 0.59% of AON worth $404,709,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of AON. Balefire LLC grew its stake in AON by 11.2% in the 1st quarter. Balefire LLC now owns 765 shares of the financial services provider’s stock valued at $247,000 after purchasing an additional 77 shares during the period. Parallel Advisors LLC increased its position in shares of AON by 6.0% during the 1st quarter. Parallel Advisors LLC now owns 2,081 shares of the financial services provider’s stock valued at $672,000 after purchasing an additional 117 shares during the last quarter. True North Advisors LLC raised its stake in shares of AON by 21.2% during the 1st quarter. True North Advisors LLC now owns 1,315 shares of the financial services provider’s stock worth $424,000 after purchasing an additional 230 shares during the period. SEB Asset Management AB purchased a new position in shares of AON in the 1st quarter worth about $21,594,000. Finally, Swiss National Bank grew its position in AON by 6.8% during the first quarter. Swiss National Bank now owns 599,260 shares of the financial services provider’s stock valued at $193,429,000 after buying an additional 37,920 shares during the period. Hedge funds and other institutional investors own 86.14% of the company’s stock.

AON Stock Performance Shares of AON stock opened at $358.82 on Wednesday. The stock has a market capitalization of $76.64 billion, a P/E ratio of 19.69, a PEG ratio of 1.90 and a beta of 0.71. The company has a current ratio of 1.95, a quick ratio of 1.95 and a debt-to-equity ratio of 1.36. The firm’s 50 day moving average is $334.06 and its 200 day moving average is $331.10. Aon plc has a 12 month low of $304.59 and a 12 month high of $381.00.

AON (NYSE:AON – Get Free Report) last released its quarterly earnings data on Saturday, May 2nd. The financial services provider reported $6.48 earnings per share for the quarter, beating analysts’ consensus estimates of $6.37 by $0.11. AON had a net margin of 22.54% and a return on equity of 43.50%. The business had revenue of $5.03 billion during the quarter, compared to analyst estimates of $4.97 billion. During the same period in the previous year, the business earned $5.67 EPS. AON’s revenue was up 6.4% compared to the same quarter last year. On average, sell-side analysts anticipate that Aon plc will post 19.09 earnings per share for the current year.

AON Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Monday, August 3rd will be issued a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, August 3rd. AON’s dividend payout ratio (DPR) is presently 18.00%.

Wall Street Analyst Weigh In Several analysts have commented on the stock. JPMorgan Chase & Co. lifted their price objective on shares of AON from $396.00 to $412.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Mizuho lifted their price target on shares of AON from $389.00 to $426.00 and gave the stock an “outperform” rating in a report on Thursday, July 9th. Morgan Stanley upped their price objective on AON from $370.00 to $380.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Keefe, Bruyette & Woods reduced their price objective on AON from $404.00 to $400.00 and set an “outperform” rating for the company in a report on Wednesday, July 8th. Finally, Barclays raised their target price on AON from $372.00 to $382.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 7th. Twelve investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $404.56.

Read Our Latest Research Report on AON

Insider Buying and Selling at AON In related news, General Counsel Darren Zeidel sold 600 shares of the business’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $360.00, for a total transaction of $216,000.00. Following the sale, the general counsel directly owned 15,354 shares in the company, valued at approximately $5,527,440. The trade was a 3.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 1.00% of the company’s stock.

About AON (Free Report)

Aon plc is a global professional services firm that provides a broad suite of risk, retirement and health solutions to corporations, institutions and individuals. The company operates primarily as an insurance broker and risk adviser, helping clients identify, quantify and transfer risk across property, casualty, cyber and other areas. Aon also offers reinsurance brokerage and capital market solutions that connect insurers, reinsurers and corporate buyers.

In addition to traditional brokerage activities, Aon delivers consulting and outsourcing services in areas such as human capital, benefits, and retirement plan design and administration.

Featured Articles Five stocks we like better than AON Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible

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« PREVIOUS HEADLINECalifornia Public Employees Retirement System Trims Stock Position in Genuine Parts Company $GPC

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Posted by Defense World Staff on Jul 22nd, 2026

California Public Employees Retirement System cut its position in HP Inc. (NYSE:HPQ – Free Report) by 1.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,677,428 shares of the computer maker’s stock after selling 20,477 shares during the period. California Public Employees Retirement System owned 0.18% of HP worth $32,223,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. DNB Asset Management AS lifted its holdings in HP by 242.2% during the 4th quarter. DNB Asset Management AS now owns 10,594,630 shares of the computer maker’s stock worth $236,048,000 after buying an additional 7,498,202 shares during the last quarter. Norges Bank acquired a new stake in shares of HP during the 4th quarter worth about $149,309,000. Arrowstreet Capital Limited Partnership raised its position in shares of HP by 186.1% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 8,378,723 shares of the computer maker’s stock worth $228,153,000 after acquiring an additional 5,449,691 shares in the last quarter. AQR Capital Management LLC lifted its stake in HP by 143.4% during the third quarter. AQR Capital Management LLC now owns 9,039,803 shares of the computer maker’s stock worth $244,527,000 after purchasing an additional 5,325,260 shares during the last quarter. Finally, Renaissance Technologies LLC lifted its stake in HP by 626.6% during the fourth quarter. Renaissance Technologies LLC now owns 4,948,700 shares of the computer maker’s stock worth $110,257,000 after purchasing an additional 4,267,600 shares during the last quarter. 77.53% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets In related news, insider David P. Mcquarrie sold 10,524 shares of the stock in a transaction on Friday, June 12th. The shares were sold at an average price of $24.68, for a total transaction of $259,732.32. Following the completion of the sale, the insider owned 92,200 shares in the company, valued at $2,275,496. This represents a 10.24% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.18% of the stock is currently owned by corporate insiders.

HP Stock Up 2.3% NYSE:HPQ opened at $24.79 on Wednesday. The company has a market capitalization of $22.67 billion, a PE ratio of 9.15, a P/E/G ratio of 4.09 and a beta of 1.19. HP Inc. has a 52-week low of $17.56 and a 52-week high of $29.65. The stock’s 50 day moving average price is $23.88 and its 200 day moving average price is $21.13.

HP (NYSE:HPQ – Get Free Report) last issued its quarterly earnings data on Wednesday, May 27th. The computer maker reported $0.86 earnings per share for the quarter, beating analysts’ consensus estimates of $0.72 by $0.14. The company had revenue of $14.41 billion during the quarter, compared to analysts’ expectations of $13.99 billion. HP had a negative return on equity of 581.36% and a net margin of 4.45%.The firm’s revenue for the quarter was up 9.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.71 earnings per share. HP has set its FY 2026 guidance at 2.900-3.100 EPS and its Q3 2026 guidance at 0.610-0.710 EPS. As a group, sell-side analysts anticipate that HP Inc. will post 2.98 EPS for the current fiscal year.

HP Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 7th. Investors of record on Wednesday, September 9th will be given a $0.30 dividend. The ex-dividend date is Wednesday, September 9th. This represents a $1.20 annualized dividend and a yield of 4.8%. HP’s dividend payout ratio is 44.28%.

Wall Street Analyst Weigh In Several equities analysts have commented on HPQ shares. Barclays increased their price target on shares of HP from $16.00 to $19.00 and gave the company an “underweight” rating in a research note on Thursday, May 28th. Wells Fargo & Company boosted their price objective on shares of HP from $18.00 to $20.00 and gave the stock an “underweight” rating in a research report on Thursday, May 28th. Morgan Stanley upped their target price on shares of HP from $17.00 to $19.00 and gave the company an “underweight” rating in a report on Thursday, May 28th. JPMorgan Chase & Co. increased their target price on shares of HP from $22.00 to $26.00 and gave the company a “neutral” rating in a research report on Thursday, May 28th. Finally, Wall Street Zen cut shares of HP from a “buy” rating to a “hold” rating in a research report on Saturday. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Reduce” and an average price target of $23.33.

Get Our Latest Stock Analysis on HP

About HP (Free Report)

HP Inc is an American multinational information technology company that designs, manufactures and sells personal computing devices, printers and related supplies and services. Its product portfolio spans consumer and commercial notebooks and desktops, workstations, displays and accessories, as well as an extensive line of printing hardware that includes home, office and production printers. HP also provides consumables such as ink and toner, managed print services, device deployment and lifecycle support, and software for device and print management.

Founded from the original Hewlett‑Packard Company, HP Inc became a separately traded public company in 2015 following a corporate split that created Hewlett Packard Enterprise to focus on enterprise hardware and services.

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President Donald Trump's proposed tariffs on imported generic medicines have raised fresh questions about whether low-cost drugmakers can shift production to the U.S. before duties of as much as 200% take effect.

Trump said Tuesday that imported generic medicines would face no tariffs for two years before duties rise to 100% for one year and then 200%, giving manufacturers time to invest in U.S. production.

The proposal targets a growing global industry, currently worth nearly $500 billion.

While the administration says tariffs will help bring pharmaceutical manufacturing back to the U.S., the generic drug industry argues that longstanding structural challenges, not just trade policy, limit domestic production.

"We need to understand more the specifics of the policy, but the generics industry is committed to pursuing policies that support and stabilize both the industry and the access necessary to ensure patients have reliable options for affordable medicines," John Murphy III, president and CEO of the Association for Accessible Medicines, said in a statement to CNBC.

Murphy said the industry has expanded its U.S. footprint across the supply chain over the past two years, but argued that problems with purchasing and reimbursement for many generic medicines continue to discourage further domestic manufacturing.

Here's what to know.

Why are generic drugs different from branded drugs?Makers of patented medicines and generic drug manufacturers have very different business models, which means they are likely to see varying impacts from potential tariffs.

Brand-name drugmakers typically spend years developing costly, new medicines and, once approved, benefit from exclusivity that allows them to sell those drugs without direct competition for a limited period of time. Those companies generally have higher margins and greater flexibility to absorb higher manufacturing costs.

A 100-200% tariff on a product with single-digit margins is a market-exit notice.

Salil Kallianpur

Independent pharmaceutical consultant

By contrast, generic manufacturers enter the market after patents expire and often compete against other companies selling identical versions of the same medicine, competing on price, manufacturing efficiency, and scale.

That means even relatively small increases in manufacturing costs can have an outsized impact on profitability.

Generic medicines account for about 90% of prescriptions in the U.S., but a relatively small share of overall drug spending due to their lower prices.

Can generic drugmakers absorb the tariffs?Industry representatives say many manufacturers have limited room to absorb tariffs as high as 100% or 200%.

Manufacturers facing higher costs would have limited options: absorb the tariffs, pass them on to customers, invest in shifting production to the U.S. over time or stop selling products that become uneconomic.

Building a domestic generic drug manufacturing ecosystem takes a minimum of four to five years, according to Namit Joshi, chairman of India's Pharmaceuticals Export Promotion Council (Pharmexcil), suggesting Trump's two-year implementation period may not be enough to meaningfully onshore production.

Indian manufacturers also operate on thin margins, he said. "We can only transfer that tariff. Or we can withdraw from the market," Joshi told Indian news agency ANI.

Independent pharmaceutical consultant Salil Kallianpur said the economics are particularly challenging for commodity generic manufacturers that export to the U.S.

If manufacturing costs rise sharply, companies may have to absorb part of the increase, pass it on to customers, invest in moving production over time or stop selling products that are no longer commercially viable.

"A 100-200% tariff on a product with single-digit margins is a market-exit notice," Kallianpur told CNBC over email. 

If this holds as written, the effect is a likely split where companies with existing U.S. manufacturing footprint or complex, specialty portfolios can adapt, while pure-volume commodity exporters with no U.S. presence don't have an obvious answer, he said.

Will medicine prices rise?It remains unclear whether the proposed tariffs would ultimately increase medicine prices because much depends on how the policy is implemented and how manufacturers respond.

The administration argues the tariffs will encourage companies to manufacture more medicines in the U.S., strengthening domestic supply chains over the longer term.

Industry representatives, meanwhile, say tariffs could place additional pressure on an industry where prices are already driven down by intense competition.

Read more pharma newsNovo Nordisk's head start on GLP-1 pills forces investors to rethink Eli Lilly's dominancePrices, pipelines and patent cliffs: Inside pharma's big resetUK's biggest drugmakers see surprise profit bump, even as pharma grapples with U.S. policiesPharma bets a little-known form of cholesterol will underpin its next blockbuster heart drugsMany generic medicines sold in the U.S. are manufactured in India, while China supplies many of the active pharmaceutical ingredients used to make finished drugs. Those supply chains have developed over decades around lower production costs.

Murphy said the generic industry supports expanding U.S. manufacturing but believes broader policy changes are also needed.

"Our industry has several legislative and regulatory solutions to address the market deficiencies and we look forward to dialogue with the Administration and with Congress to pursue solutions that restore the generics industry to growth and to prioritize its place as a critical national security asset here in the U.S.," he said.

Which drugmakers could be most affected?The impact is also likely to vary significantly by company.

Analysts at Jefferies and Citi say manufacturers with substantial U.S. production, such as Amphastar Pharmaceuticals, ANI Pharmaceuticals, Hikma, and Fresenius Kabi, appear better positioned if the tariffs are implemented largely as proposed.

Companies including Teva, Viatris and Apotex have a greater exposure as they manufacture a larger share of products sold in the U.S. overseas, although analysts caution that much depends on the final policy.

One key unanswered question is whether the tariffs would apply only to imported finished medicines or also to drugs manufactured in the U.S. using imported active pharmaceutical ingredients.

Sandoz, one of the world's largest generic drugmakers, told CNBC it was too early to assess the proposal because "further details on the implementation and scope of the measure are still required."

The Swiss company declined to comment on whether the announcement could affect its manufacturing footprint or future investment plans.

What happens next?For now, Kallianpur said investors appear to be treating the two-year implementation period as breathing room rather than an immediate disruption.

Generic drugmakers had broadly expected the Trump administration to extend its pharmaceutical tariff strategy to generics after months of similar proposals targeting branded medicines, he added.

"What's new here isn't the direction, it's the specificity," he said, pointing to the timeline of two tariff-free years followed by duties of 100% and then 200%.

Much now depends on how the administration defines domestic manufacturing and implements the policy.

If the generic tariff follows the framework previously outlined for branded medicines, Kallianpur said, companies may only need to demonstrate that U.S. manufacturing projects are underway rather than fully operational before the deadline.

That distinction could shape how manufacturers respond over the next two years, and whether Trump's proposal leads to a significant expansion of U.S. drug production or simply a wave of announcements for new factories before the tariffs take effect.

New community space empowers South Fulton families to connect through sport as soccer excitement builds nationwide

Key takeaways:

Allstate, in partnership with the U.S. Soccer Foundation and U.S. Men's National Team midfielder Tyler Adams, unveiled a new mini-pitch at Sandtown Park in South Fulton, Georgia. The mini-pitch creates a permanent, accessible space for local youth and families to play, build skills and connect through soccer. The Atlanta-area installation is the third activation in Allstate and Adams' effort to bring mini-pitches to communities across the country. The investment is part of Allstate's broader commitment to youth empowerment and helping young people lead on and off the pitch. , /PRNewswire/ -- Allstate, alongside the U.S. Soccer Foundation and U.S. Men's National Team midfielder Tyler Adams, announced the opening of a new mini-pitch at Sandtown Park in South Fulton, Georgia. Designed as a hard-court space for pickup games and organized play, the mini-pitch is part of a multi-year collaboration to expand access to soccer and create safe, engaging spaces for communities to come together.

Allstate and U.S. Men’s National Team midfielder Tyler Adams unveil mini-pitch in Atlanta

The mini-pitch creates a permanent, accessible space for local youth and families to play

Adams greeted dozens of children participating in a youth clinic at the mini-pitch's grand opening

Adams greeted dozens of children participating in a youth clinic at the mini-pitch's grand opening

Investing in community play spaces like the mini-pitch in South Fulton is part of Allstate's broader commitment to help young people build skills and lead in their communities.

Elizabeth Brady, Allstate chief marketing, innovation, customer and communications officer:
"Allstate invests in sports because they open doors for young people and strengthen the communities around them. This mini-pitch gives South Fulton families a welcoming place to build connections to the game and each other. From local fields to championship stages, we're proud to help create opportunities for young people to grow and lead."

Tyler Adams, U.S. Men's National Team midfielder:
"After competing on the global stage this summer, I'm reminded how much soccer has shaped who I am. With more attention on soccer after the world tournament, having a safe, local place to play can make all the difference for a kid. I'm proud to work with Allstate to help create a space where young people in South Fulton can stay active, connected and build confidence."

What is a mini-pitch and how does it support youth development?
A mini-pitch is a small, hard-court soccer field designed for communities that may not have access to full-size fields. These spaces make it easier for young people to stay active, build skills and develop confidence through play.

As part of the mini-pitch's official opening on July 21, Adams greeted dozens of children participating in a youth clinic led by grassroots partners For Soccer and Champions Soccer Academy, who coached and inspired youth from Atlanta-area organizations through a variety of soccer drills. For Soccer is a national community platform focused on accelerating the growth of soccer in the U.S. and expanding access and inclusivity for marginalized communities.

Champions Soccer Academy, a nonprofit serving South Fulton, works to help young athletes build soccer skills while fostering teamwork and sportsmanship. In addition to the unveiling and youth clinic, the event featured a community celebration with local food vendors, a DJ and inflatable soccer games, making it an engaging and interactive day to help build stronger, more connected communities.

Heath Pearce, President at For Soccer:
"The most powerful part of a mini-pitch is what happens after the unveiling. Kids come back, play with friends and feel like the game belongs to them, too. That's why partnerships like this matter. They create lasting spaces where young people can play, connect and see themselves in the future of soccer."

How is Allstate expanding access to soccer across the country?
The Atlanta-area installation is the third in a multi-year partnership between Allstate and Adams, donating a mini-pitch annually to communities across the country. Previous mini-pitches, also opened in partnership with the U.S. Soccer Foundation, were unveiled in 2025 at Bell Avenue Elementary School in Philadelphia and in 2024 at Fisher Academy in Detroit.

The investment comes as Atlanta builds on its role as a host city for major international soccer events this summer, which brought increased attention to the sport across the region. The city is also emerging as a national hub for soccer development, with continued investment in facilities, programming and community access.

Ed Foster-Simeon, president and CEO of the U.S. Soccer Foundation:
"Mini-pitches are more than just places to play. When young people have a safe space to show up, try new things and feel part of a community, it expands what they believe is possible for themselves. From Detroit to Philadelphia and now South Fulton, we're grateful to continue our partnership with Allstate and Tyler Adams to bring another safe, permanent play space to local youth and families in a rapidly growing U.S. soccer hub."

These mini-pitches are among more than 900 the U.S. Soccer Foundation has opened nationwide, including two in Poughkeepsie, New York, where Adams grew up and first played the game. By the end of the year, the Foundation plans to reach 1,000 mini-pitch installations.

How does Allstate support youth soccer and player development?
For more than two decades, Allstate has invested in soccer and collegiate sports as part of its longstanding commitment to empowering young people to lead in their communities. Through partnerships with U.S. Soccer, Major League Soccer (MLS), MLS NEXT and community programs such as Allstate Sueño Alianza, Allstate supports thousands of young athletes each year with pathways to grow as competitors and leaders. Community investments such as mini-pitches expand access locally, giving families safe places to play, build skills and stay connected to the game.

About Allstate
The Allstate Corporation (NYSE: ALL) protects people from life's uncertainties with affordable, simple and connected protection for autos, homes, electronic devices, and identities. Products are available through a broad distribution network including Allstate agents, independent agents, major retailers, online, and at the workplace. Allstate has more than 212 million policies in force and is widely known for the slogan "You're in Good Hands with Allstate." For more information, visit www.allstate.com.

About For Soccer
For Soccer is the preeminent soccer marketing, media, and experiences company in North America, formed through the merger of For Soccer Ventures and Gilt Edge Soccer Marketing in 2023. The company's specialized services include strategic consultancy, experiential marketing, multicultural marketing, creative and content production, and media distribution. For Soccer's owned-and-operated property portfolio includes participatory events, podcasts, OTT programming, and grassroots playing programs such as Alianza, the leading national soccer platform for Hispanic communities. For more information, visit forsoccer.com.

About The U.S. Soccer Foundation
As the national leader for sports-based youth development in under-resourced areas, the U.S. Soccer Foundation is on a mission to let soccer do what it does: change absolutely everything. Founded as a legacy of the 1994 FIFA World Cup, the Foundation provides underserved communities with access to innovative play spaces and evidence-based soccer programs that instill hope, foster well-being, and help youth achieve their fullest potential. Headquartered in Washington, D.C., the U.S. Soccer Foundation is a 501(c)(3) organization. For more information, visit www.ussoccerfoundation.org or follow us on LinkedIn and Instagram.

SOURCE Allstate Insurance Company

JD.COM logo is seen in this illustration taken, February 11, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab

CompaniesBRUSSELS, July 22 (Reuters) - The European Commission on ​Wednesday outlined its objections ‌to Chinese e-commerce giant JD.com (9618.HK), opens new tab over ​its acquisition of ​German electronics retailer Ceconomy (CECG.DE), opens new tab ⁠as it stepped ​up its investigation ​into the deal.

"The issuing of a statement of ​grounds is a ​formal step in an investigation ‌under ⁠the Foreign Subsidies Regulation where the Commission informs the ​companies ​concerned ⁠in writing of the objections ​raised against ​them," ⁠the EU executive said.

Get a look at the day ahead in U.S. and global markets with the Morning Bid U.S. newsletter. Sign up here.

The EU charge sheet ⁠confirmed ​a Reuters ​story earlier on Wednesday.

Reporting ​by Foo Yun Chee

Our Standards: The Thomson Reuters Trust Principles., opens new tab

© Quality Stock Arts / Shutterstock.com

Investors chasing artificial intelligence exposure in July have piled into the usual suspects: chipmakers, hyperscalers, and the mega-cap software giants. The more interesting setups are one layer deeper, where the picks and shovels of the AI buildout live.

Below are three names benefiting from the same secular tailwind, each with a distinct business model and a distinct risk profile. Two are genuinely off the mainstream radar. The third is a household name that has quietly become a contrarian setup after a rough first half.

Palantir Technologies (PLTR) Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) is a mega-cap at a $310 billion market cap, yet the setup has become genuinely underappreciated after a punishing first half. Shares are down nearly 20% year to date even as the underlying business accelerated. Q1 fiscal 2026 revenue landed at $1.63 billion, up 84.7% year over year, with U.S. commercial revenue up 133% to $595 million and adjusted EPS of $0.33 beating the $0.28 consensus. Management raised fiscal 2026 revenue guidance to $7.65 billion to $7.66 billion.

CEO Alex Karp framed the quarter bluntly: “Palantir’s Rule of 40 score has soared to 145%… we grew 85% last quarter, our highest-ever year-over-year growth rate.” A recent sovereign AI partnership with NVIDIA announced July 6 and a DA Davidson upgrade to Buy with a $175 price target have started to reset sentiment. Analyst consensus target sits at $183.12, with 63% bullish sentiment.

The bull case: Fundamentals are accelerating while the stock has cooled. The caveat: at a forward P/E near 89, Palantir still trades at a premium that leaves no room for a single quarterly stumble, and stock-based compensation of $201.6 million in Q1 remains a dilution headwind.

Astera Labs (ALAB) Astera Labs (NASDAQ:ALAB) is the cleanest under-the-radar name here, a fabless semiconductor company that sells the connectivity fabric linking accelerators inside AI racks. At a $393 share price and $74.2 billion market cap, it is still a fraction the size of the mega-cap AI plays, yet it delivered Q1 fiscal 2026 revenue of $308.4 million, up 93.4% year over year, with non-GAAP EPS of 61 cents beating the estimate of 54 cents. Operating income jumped 448% year over year to $61.8 million.

Two catalysts converged in June and July: inclusion in the Nasdaq-100 index effective June 22, and the launch of the Scorpio X-Series 320-lane Smart Fabric Switch targeting a $20 billion merchant scale-up market by 2030. Bank of America raised its price target to $450 from $240, and Stifel Nicolaus raised its target to $460 from $260. CEO Jitendra Mohan attributed the quarter to “robust demand for our PCIe 6 portfolio.” Shares are up nearly 154% over the past year.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palantir didn't make the cut. Grab the names FREE today.

The bull case: Pure-play exposure to AI rack-scale connectivity, a product cycle inflection and index-flow tailwinds. The caveat: valuation is stretched at a trailing P/E of 296 with a beta of 3.67, and Q2 guidance implies gross margin compression to roughly 73%. Insiders sold approximately $460.1 million in stock over the trailing three months, though most transactions were under pre-arranged 10b5-1 plans.

Cloudflare (NET) Cloudflare (NYSE:NET) is quietly repositioning as the network layer for agentic AI. Q1 fiscal 2026 revenue reached $639.8 million, up 33.5% year over year, with non-GAAP EPS of 25 cents topping the estimate of 23 cents. Current remaining performance obligations grew 34% year over year, and free cash flow expanded to $84.1 million at a 13% margin. Management guided fiscal 2026 revenue to $2.805 billion to $2.813 billion.

CEO Matthew Prince laid out the thesis directly: “If agents are the new users of the web, Cloudflare is the platform they run on and the network they pass through.” Shares are up nearly 39% year to date and 37.75% over the past year. Analyst consensus is a Moderate Buy with a target of $243.65, and 65% of analysts hold bullish ratings. For readers building broader exposure to the buildout beyond GPUs, our free report on AI infrastructure names outside the chipmakers pairs well with this thesis.

The bull case: Cloudflare Workers and expanding remaining performance obligations support a durable multi-year growth curve as enterprises route AI agent traffic through its edge network. The caveat: the company remains GAAP unprofitable at a -9.69% operating margin, and the announced 1,100-headcount reduction will drive $140 million to $150 million in restructuring charges concentrated in Q2 2026. CEO Matthew Prince also sold roughly $73 million across June and July under a pre-arranged 10b5-1 plan.

What to Watch Next All three names report Q2 fiscal 2026 results within the next several weeks, and each carries a specific milestone worth watching. For Palantir, the trajectory of U.S. commercial revenue relative to the raised guide. For Astera Labs, the timing of Scorpio X volume shipments and whether gross margin holds above the guided 73% floor. For Cloudflare, whether restructuring charges land within the guided range and whether current RPO growth continues to accelerate. The AI infrastructure trade has evolved past the chipmakers. These three sit one layer deeper and remain less crowded than the headline names.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palantir didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

PHILADELPHIA, July 22, 2026 (GLOBE NEWSWIRE) -- National plaintiffs’ law firm Berger Montague PC announces it is investigating potential claims on behalf of investors in Pentair plc (NYSE: PNR) (“Pentair” or the “Company”). The investigation concerns potential violations of the federal securities laws or other potential unlawful conduct on the part of Pentair and certain officers or directors.

Headquartered in London, Pentair provides sustainable water solutions globally. It is a leading provider of residential and commercial pool equipment.

On July 14, 2026, Pentair issued a press release announcing its preliminary financial results for Q2 2026, revising full-year 2026 guidance. Pentair reported that sales were expected to be approx. $930 million, a decline of 17% from prior guidance, due primarily to the “adverse impact of Pool channel inventory.” Further, EPS was expected to be approx. $0.80, versus previous guidance of $1.39 to $1.42. 

Pentair also lowered its full-year 2026 guidance, advising that “[s]ales are expected to be down approximately 4 percent to 7 percent versus previous guide of up 2 percent to 4 percent mostly attributable to destocking of inventory in the Pool channel and right sizing of channel inventory in preparation for the 2027 pool season.” 

The Company also announced the departure of Chief Financial Officer Nicholas Brazis, “to pursue another opportunity at a private company.” 

On this news, Pentair’s stock price fell $11.35 per share, or 15%, from a close of $75.68 per share on July 14, 2026 to a close of $64.33 per share on July 15, 2026.

If you are a PENTAIR investor and would like to learn more about this investigation, CLICK HERE or please contact Berger Montague: Andrew Abramowitz at [email protected] or (215) 875-3015, or Caitlin Adorni at [email protected] or (267) 764-4865.

About Berger Montague

Berger Montague is one of the nation’s preeminent law firms focusing on complex civil litigation, class actions, and mass torts in federal and state courts throughout the United States. With more than $2.4 billion in 2025 post-trial judgments alone, the Firm is a leader in the fields of complex litigation, antitrust, consumer protection, defective products, environmental law, employment law, securities, and whistleblower cases, among many other practice areas. For over 55 years, Berger Montague has played leading roles in precedent-setting cases and has recovered over $50 billion for its clients and the classes they have represented. Berger Montague is headquartered in Philadelphia and has offices in Chicago; Malvern, PA; Minneapolis; San Diego; San Francisco; Toronto, Canada; Washington, D.C., and Wilmington, DE.

For more information or to discuss your rights, please contact:

Andrew Abramowitz
Berger Montague
(215) 875-3015
[email protected]

Caitlin Adorni
Berger Montague
(267) 764-4865
[email protected]

Posted by Defense World Staff on Jul 22nd, 2026

Assetmark Inc. boosted its position in SLB Limited (NYSE:SLB – Free Report) by 21.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 98,006 shares of the oil and gas company’s stock after buying an additional 17,434 shares during the period. Assetmark Inc.’s holdings in SLB were worth $5,037,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC grew its holdings in SLB by 21.4% during the fourth quarter. Brighton Jones LLC now owns 6,611 shares of the oil and gas company’s stock worth $253,000 after acquiring an additional 1,166 shares during the period. Bison Wealth LLC purchased a new stake in SLB in the 4th quarter worth approximately $238,000. Marshall Wace LLP acquired a new stake in shares of SLB during the 2nd quarter worth approximately $8,628,000. Nebula Research & Development LLC grew its stake in shares of SLB by 76.0% during the 2nd quarter. Nebula Research & Development LLC now owns 24,373 shares of the oil and gas company’s stock worth $824,000 after purchasing an additional 10,522 shares during the period. Finally, Diversify Advisory Services LLC increased its holdings in shares of SLB by 7.6% during the 2nd quarter. Diversify Advisory Services LLC now owns 11,326 shares of the oil and gas company’s stock valued at $373,000 after purchasing an additional 799 shares in the last quarter. 81.99% of the stock is owned by hedge funds and other institutional investors.

SLB Stock Up 0.5% SLB stock opened at $46.62 on Wednesday. The stock has a market capitalization of $69.70 billion, a P/E ratio of 20.36, a P/E/G ratio of 1.87 and a beta of 0.72. The firm has a 50-day simple moving average of $51.54 and a 200-day simple moving average of $50.42. The company has a quick ratio of 0.98, a current ratio of 1.34 and a debt-to-equity ratio of 0.35. SLB Limited has a 52 week low of $31.64 and a 52 week high of $58.82.

SLB (NYSE:SLB – Get Free Report) last issued its quarterly earnings results on Saturday, April 25th. The oil and gas company reported $0.52 earnings per share for the quarter, beating analysts’ consensus estimates of $0.51 by $0.01. SLB had a net margin of 9.26% and a return on equity of 15.54%. The firm had revenue of $8.72 billion for the quarter, compared to analyst estimates of $8.76 billion. During the same period last year, the company posted $0.72 EPS. SLB’s quarterly revenue was up 2.7% compared to the same quarter last year. Equities analysts forecast that SLB Limited will post 2.53 earnings per share for the current fiscal year.

SLB Announces Dividend The company also recently declared a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Wednesday, June 3rd were paid a $0.295 dividend. The ex-dividend date of this dividend was Wednesday, June 3rd. This represents a $1.18 dividend on an annualized basis and a dividend yield of 2.5%. SLB’s payout ratio is currently 51.53%.

Analyst Upgrades and Downgrades SLB has been the topic of a number of recent analyst reports. Sanford C. Bernstein increased their price target on shares of SLB from $56.10 to $71.00 and gave the stock an “outperform” rating in a report on Monday, May 11th. Jefferies Financial Group reiterated a “buy” rating and issued a $65.00 price objective on shares of SLB in a research report on Sunday, April 26th. Raymond James Financial cut their price target on SLB from $62.00 to $61.00 and set an “outperform” rating for the company in a research note on Friday, July 10th. Weiss Ratings cut SLB from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $61.00 price objective on shares of SLB in a report on Tuesday, June 16th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $60.30.

Read Our Latest Report on SLB

Insider Buying and Selling In other SLB news, Director La Chevardiere Patrick De sold 2,000 shares of the firm’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $54.33, for a total value of $108,660.00. Following the transaction, the director owned 16,953 shares in the company, valued at approximately $921,056.49. This trade represents a 10.55% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Steve Matthew Gassen sold 53,379 shares of SLB stock in a transaction on Friday, May 1st. The stock was sold at an average price of $56.18, for a total transaction of $2,998,832.22. Following the sale, the executive vice president directly owned 47,421 shares in the company, valued at approximately $2,664,111.78. This trade represents a 52.96% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.16% of the company’s stock.

About SLB (Free Report)

SLB (NYSE: SLB), historically known as Schlumberger, is a leading global provider of technology, integrated project management and information solutions for the energy industry. Founded by Conrad and Marcel Schlumberger in 1926, the company develops and supplies products and services used across the exploration, drilling, completion and production phases of oil and gas development. Its offerings are intended to help operators characterize reservoirs, drill and complete wells, optimize production and manage field operations throughout the asset lifecycle.

SLB’s product and service portfolio spans reservoir characterization and well testing, wireline and logging services, directional drilling and drilling tools, well construction and completion technologies, production systems, and subsea equipment.

Read More Five stocks we like better than SLB Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding SLB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SLB Limited (NYSE:SLB – Free Report).

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Philadelphia, Pennsylvania--(Newsfile Corp. - July 22, 2026) - National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against Lucid Group, Inc. (NASDAQ: LCID) ("Lucid" or the "Company") on behalf of investors who purchased or acquired Lucid common stock during the period from February 25, 2026 through April 13, 2026 (the "Class Period").

Investor Deadline: Investors who purchased or acquired Lucid common stock during the Class Period may, no later than July 28, 2026, seek to be appointed as a lead plaintiff representative of the class. To learn your rights, CLICK HERE.

The Company, headquartered in Newark, Calif., is an electric-vehicle maker that develops its own EV powertrains and battery systems and currently sells the Lucid Air sedan and the Lucid Gravity SUV.

The complaint alleges that Defendants failed to disclose that: (i) a vendor-supplied component defect — later identified as a problem with the Lucid Gravity's second-row seats — was already curtailing deliveries of the model, including a February 2026 stoppage in which Lucid unwound an unauthorized supplier change and re-checked cars it had already built; and (ii) Defendants had accordingly painted an overly favorable picture of Lucid's manufacturing, delivery, and operational performance, leaving the Company headed for a far weaker first quarter than investors were led to expect.

A series of disclosures in April and May 2026 revealed a supplier quality issue that had significantly impacted the delivery of Lucid's SUV, the Gravity, since February. When the share price reacted negatively to the news, investors suffered heavy losses.

If you are a Lucid investor and would like to learn more about this action, CLICK HERE or please contact Berger Montague: Andrew Abramowitz at [email protected] or (215) 875-3015, or Caitlin Adorni at [email protected] or (267) 764-4865.

About Berger Montague
Berger Montague is one of the nation's preeminent law firms focusing on complex civil litigation, class actions, and mass torts in federal and state courts throughout the United States. With more than $2.4 billion in 2025 post-trial judgments alone, the Firm is a leader in the fields of complex litigation, antitrust, consumer protection, defective products, environmental law, employment law, securities, and whistleblower cases, among many other practice areas. For over 55 years, Berger Montague has played leading roles in precedent-setting cases and has recovered over $50 billion for its clients and the classes they have represented. Berger Montague is headquartered in Philadelphia and has offices in Chicago; Malvern, PA; Minneapolis; San Diego; San Francisco; Toronto, Canada; Washington, D.C., and Wilmington, DE.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306037

Source: Berger Montague

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NEW YORK, July 22, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds ZoomInfo Technologies Inc. (“ZoomInfo” or the “Company”) (NASDAQ: GTM) investors of the August 24, 2026 deadline involving a securities fraud class action lawsuit commenced against the Company.

Should You Join The ZoomInfo Class Action Lawsuit:

Do you, or did you, own shares of ZoomInfo Technologies Inc. (NASDAQ: GTM)?Did you purchase your shares between November 3, 2025 and May 11, 2026, inclusive?Did you lose money in your investment in ZoomInfo Technologies Inc.?
Investors are encouraged to act promptly and submit a form at ZoomInfo Technologies Inc. Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].

If you wish to serve as lead plaintiff for the Class, you must file papers by August 24, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.

All representation is on a contingency fee basis. Shareholders pay no fees or expenses.

About The Lawsuit:

A lawsuit was filed on behalf of investors (the “Class”) who purchased or acquired the securities of ZoomInfo between November 3, 2025 and May 11, 2026, inclusive, alleging violations of the Securities Exchange Act of 1934 against the Company and certain of its senior officers.

The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, ZoomInfo securities traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.

About Bernstein Liebhard:

Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.

ATTORNEY ADVERTISING. © 2026 Bernstein Liebhard LLP. The law firm responsible for this advertisement is Bernstein Liebhard LLP, 10 East 40th Street, New York, New York 10016, (212) 779-1414. Prior results do not guarantee or predict a similar outcome with respect to any future matter.

Contact Information:

Peter Allocco
Investor Relations Manager
Bernstein Liebhard LLP
https://www.bernlieb.com
(212) 951-2030
[email protected]

Posted by Defense World Staff on Jul 22nd, 2026

Allspring Global Investments Holdings LLC decreased its position in shares of DraftKings Inc. (NASDAQ:DKNG – Free Report) by 31.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 550,267 shares of the company’s stock after selling 250,729 shares during the quarter. Allspring Global Investments Holdings LLC owned 0.11% of DraftKings worth $12,194,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in DKNG. Integrated Wealth Concepts LLC grew its position in DraftKings by 5.9% during the first quarter. Integrated Wealth Concepts LLC now owns 9,460 shares of the company’s stock valued at $314,000 after buying an additional 524 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of DraftKings by 1,141.0% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 44,044 shares of the company’s stock worth $1,463,000 after acquiring an additional 40,495 shares during the last quarter. Empowered Funds LLC boosted its stake in shares of DraftKings by 18.0% during the 1st quarter. Empowered Funds LLC now owns 9,115 shares of the company’s stock worth $303,000 after acquiring an additional 1,391 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in shares of DraftKings during the 2nd quarter valued at $603,000. Finally, Daiwa Securities Group Inc. increased its stake in shares of DraftKings by 2.2% in the 2nd quarter. Daiwa Securities Group Inc. now owns 44,102 shares of the company’s stock worth $1,892,000 after purchasing an additional 968 shares in the last quarter. 37.70% of the stock is currently owned by hedge funds and other institutional investors.

DraftKings Trading Down 1.9% Shares of DKNG stock opened at $23.85 on Wednesday. DraftKings Inc. has a 1 year low of $20.46 and a 1 year high of $48.78. The company has a debt-to-equity ratio of 3.03, a current ratio of 1.02 and a quick ratio of 1.02. The stock’s 50 day simple moving average is $25.79 and its two-hundred day simple moving average is $25.95. The company has a market cap of $11.83 billion, a PE ratio of 397.50 and a beta of 1.65.

DraftKings (NASDAQ:DKNG – Get Free Report) last announced its earnings results on Friday, May 8th. The company reported $0.20 earnings per share for the quarter, missing the consensus estimate of $0.22 by ($0.02). DraftKings had a net margin of 0.93% and a return on equity of 13.51%. The firm had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.63 billion. During the same period in the prior year, the company posted ($0.07) EPS. The company’s revenue was up 16.8% compared to the same quarter last year. Research analysts predict that DraftKings Inc. will post 0.54 earnings per share for the current year.

Analyst Ratings Changes Several equities analysts recently weighed in on the company. Citizens Jmp lifted their target price on DraftKings from $34.00 to $36.00 and gave the company a “market outperform” rating in a research report on Thursday, June 25th. HSBC upgraded DraftKings from a “hold” rating to a “hold” rating in a research report on Friday, April 24th. Stephens began coverage on DraftKings in a research report on Friday, April 24th. They set an “overweight” rating on the stock. BTIG Research increased their target price on shares of DraftKings from $28.00 to $30.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Finally, Deutsche Bank Aktiengesellschaft raised their target price on shares of DraftKings from $26.00 to $28.00 and gave the stock a “hold” rating in a research note on Thursday, July 9th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $34.43.

View Our Latest Research Report on DraftKings

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

Positive Sentiment: DraftKings launched DKeX, a new platform expansion that could broaden its product offering and support longer-term engagement and revenue growth. DraftKings (NASDAQ:DKNG) Expands Platform With DKeX Launch Positive Sentiment: Truist and Wells Fargo both maintained bullish ratings on DraftKings while trimming price targets to $29, signaling continued analyst confidence despite near-term volatility. DraftKings price target updates Neutral Sentiment: Coverage pieces about why DraftKings is catching market attention and a broader casino-stocks roundup may be contributing to trading interest, but they do not appear to signal a major fundamental change. Why Is DraftKings (NASDAQ:DKNG) Catching Market Attention? Negative Sentiment: Recent trading has been weak, with DKNG falling more than the broader market and closing around $24.32 in the latest cited session, suggesting momentum remains soft. DraftKings (DKNG) Declines More Than Market: Some Information for Investors Insider Transactions at DraftKings In related news, Director Woodrow Levin sold 34,234 shares of the stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $25.71, for a total value of $880,156.14. Following the transaction, the director owned 29,820 shares of the company’s stock, valued at $766,672.20. This represents a 53.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider R Stanton Dodge sold 62,500 shares of the firm’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $29.68, for a total value of $1,855,000.00. Following the transaction, the insider owned 556,258 shares in the company, valued at approximately $16,509,737.44. This represents a 10.10% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 97,596 shares of company stock valued at $2,756,991 in the last quarter. 47.18% of the stock is currently owned by company insiders.

DraftKings Company Profile (Free Report)

DraftKings Inc is a leading digital sports entertainment and gaming company specializing in daily fantasy sports, sports betting and iGaming products. The company provides an integrated platform where users can participate in daily fantasy contests, place wagers on professional sports events, and enjoy a range of online casino-style games. DraftKings’ proprietary technology supports real-time odds, live scoring and advanced analytics to enhance the user experience across mobile and desktop applications.

Founded in 2012 by co-founders Jason Robins, Matthew Kalish and Paul Liberman, DraftKings began as a daily fantasy sports provider and rapidly expanded into regulated sports betting following legislative changes in the United States.

See Also Five stocks we like better than DraftKings Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible

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VSE Corporation (“VSE” or the “Company”) (NASDAQ: VSEC, VSECU), a leading provider of aviation aftermarket distribution and repair services, announced t

Posted by Defense World Staff on Jul 22nd, 2026

Acumen Wealth Advisors LLC lessened its holdings in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 29.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,185 shares of the semiconductor company’s stock after selling 14,866 shares during the period. Lam Research accounts for approximately 2.1% of Acumen Wealth Advisors LLC’s investment portfolio, making the stock its 14th biggest position. Acumen Wealth Advisors LLC’s holdings in Lam Research were worth $7,741,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of LRCX. Bayban purchased a new stake in shares of Lam Research in the fourth quarter valued at approximately $26,000. Vermillion Wealth Management Inc. acquired a new stake in shares of Lam Research in the first quarter valued at approximately $26,000. Cedar Mountain Advisors LLC lifted its position in Lam Research by 242.9% during the first quarter. Cedar Mountain Advisors LLC now owns 120 shares of the semiconductor company’s stock worth $26,000 after buying an additional 85 shares in the last quarter. Triumph Capital Management acquired a new position in Lam Research during the third quarter worth $27,000. Finally, Mcguire Capital Advisors Inc. acquired a new position in Lam Research during the fourth quarter worth $27,000. Institutional investors and hedge funds own 84.61% of the company’s stock.

Key Headlines Impacting Lam Research Here are the key news stories impacting Lam Research this week:

Positive Sentiment: Semiconductor stocks, including Lam Research, rebounded as dip buyers returned to the group following a sharp sector pullback, supported by continued enthusiasm for the AI investment cycle. Intel, KLA Corporation, Lam Research, Marvell Technology, and Micron Shares Skyrocket, What You Need To Know Positive Sentiment: Multiple articles described Lam Research as a solid growth stock and a potential earnings-surprise name, reinforcing bullish expectations for the company’s fundamentals. Looking for a Growth Stock? 3 Reasons Why Lam Research (LRCX) is a Solid Choice Positive Sentiment: Lam Research joined the AI Materials Foundry as a founding partner, which could strengthen its long-term role in advanced chip materials and next-generation semiconductor development. Lam Research (LRCX) Joins AI Materials Foundry To Help Shape Future Chip Materials Positive Sentiment: Industry outlook pieces continue to favor semiconductor equipment makers like LRCX, citing AI-driven demand for advanced chips, packaging, and memory. Zacks Industry Outlook Highlights Applied Materials, Lam Research and FormFactor Neutral Sentiment: Lam Research was cited among stocks likely to deliver earnings upside this season, but this was presented as a broad screen rather than company-specific new information. 4 Top-Ranked Tech Stocks Set to Beat Expectations This Earnings Season Neutral Sentiment: Lam Research was also noted as having a “Moderate Buy” consensus from brokerages, which supports the stock but does not by itself explain a sharp move. Lam Research Corporation (NASDAQ:LRCX) Given Consensus Recommendation of “Moderate Buy” by Brokerages Negative Sentiment: The stock recently fell more than the broader market in a prior session, reflecting lingering volatility after the semiconductor sector’s steep selloff. Lam Research (LRCX) Dips More Than Broader Market: What You Should Know Insider Activity at Lam Research In related news, SVP Neil J. Fernandes sold 18,170 shares of the stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $255.14, for a total transaction of $4,635,893.80. Following the completion of the transaction, the senior vice president owned 66,129 shares of the company’s stock, valued at approximately $16,872,153.06. This trade represents a 21.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Abhijit Y. Talwalkar sold 18,282 shares of Lam Research stock in a transaction that occurred on Monday, July 13th. The shares were sold at an average price of $335.00, for a total transaction of $6,124,470.00. Following the completion of the sale, the director owned 87,142 shares of the company’s stock, valued at $29,192,570. This trade represents a 17.34% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 104,621 shares of company stock valued at $33,804,737. 0.31% of the stock is owned by insiders.

Lam Research Stock Performance NASDAQ LRCX opened at $322.00 on Wednesday. The stock has a fifty day simple moving average of $340.44 and a 200-day simple moving average of $271.60. The company has a current ratio of 2.54, a quick ratio of 1.77 and a debt-to-equity ratio of 0.35. The stock has a market cap of $402.68 billion, a PE ratio of 60.75, a P/E/G ratio of 1.82 and a beta of 1.80. Lam Research Corporation has a twelve month low of $90.93 and a twelve month high of $438.50.

Lam Research (NASDAQ:LRCX – Get Free Report) last posted its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.47 EPS for the quarter, beating analysts’ consensus estimates of $1.36 by $0.11. The company had revenue of $5.84 billion for the quarter, compared to analysts’ expectations of $5.70 billion. Lam Research had a net margin of 30.94% and a return on equity of 66.21%. Lam Research’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.04 earnings per share. Equities analysts anticipate that Lam Research Corporation will post 5.68 earnings per share for the current year.

Lam Research Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Wednesday, July 8th. Stockholders of record on Wednesday, June 17th were paid a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Wednesday, June 17th. Lam Research’s payout ratio is 19.62%.

Wall Street Analysts Forecast Growth A number of analysts have issued reports on LRCX shares. Raymond James Financial set a $425.00 target price on Lam Research in a research note on Wednesday, June 10th. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Lam Research from $300.00 to $325.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. B. Riley Financial raised their price objective on shares of Lam Research from $350.00 to $375.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Oppenheimer reaffirmed an “outperform” rating and set a $400.00 target price (up from $330.00) on shares of Lam Research in a research note on Monday, June 15th. Finally, Erste Group Bank lowered shares of Lam Research from a “buy” rating to a “hold” rating in a report on Thursday, April 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $360.51.

Check Out Our Latest Stock Analysis on LRCX

About Lam Research (Free Report)

Lam Research Corporation (NASDAQ: LRCX) is a global supplier of wafer fabrication equipment and services to the semiconductor industry. Founded in 1980 by David K. Lam and headquartered in Fremont, California, the company develops and manufactures systems used in multiple stages of semiconductor device production, including thin film deposition, plasma etch, wafer cleaning and related process modules and automation.

Lam’s product portfolio covers core process technologies employed by logic and memory manufacturers, with equipment designed to support advanced-node patterning, 3D NAND and other emerging device architectures.

Further Reading Five stocks we like better than Lam Research Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding LRCX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Lam Research Corporation (NASDAQ:LRCX – Free Report).

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New Solution Combines Workday Learning and Sana Learn to Deliver Personalized AI Tutoring, Interactive Course Creation, and Automated Learning Operations

, /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for HR, finance, and IT, today announced the general availability of Workday Learning, powered by Sana. The solution combines Workday's trusted people and skills data with Sana's AI-native learning experience, so organizations can deliver personalized training grounded in the workforce data they already trust.

Combining Workday's trusted people and skills data with Sana's AI-native learning experience. As organizations race to become AI‑ready, many learning teams are still constrained by fragmented systems, manual workflows, and generic courses that can't keep up with the pace of change. When training is generic and irrelevant, employees find ways to route around it, and completion rates say little about real capability. Organizations need learning that is personalized, dynamic, and engaging enough that employees want to use it – while giving learning teams a faster way to create, update, translate, and manage programs.

Workday Learning, powered by Sana, brings AI into each part of the learning experience. Learners get a personal tutor that coaches them through complex material, breaks down difficult concepts into practical guidance, and recommends what to learn next. Creators use AI to turn existing, static material into engaging, interactive learning experiences, while reducing the time it takes to create, update, and translate courses for global audiences. Administrators get AI‑powered automation for assignments, campaigns, and other key learning tasks, helping Learning and Development (L&D) teams spend less time managing processes and more time shaping strategy and business impact.

"Checking the box isn't the same as building a skill," said Joel Hellermark, chief AI officer, Workday. "With a personal AI tutor, interactive quizzes, and learning tailored to each employee's role and skills, Workday Learning, powered by Sana, turns required training into engaging experiences employees can apply in their day-to-day work."

Learning That Meets Employees Where They Work

With Workday Learning, powered by Sana, learning feels like a natural part of the workday rather than a separate task. Embedded in the learning experience, a personal AI tutor gives employees in-the-moment support tailored to their role, skills, and goals. Employees can ask questions in natural language, get clear, actionable explanations tied to the material in front of them, practice new skills, and receive feedback in the format that works best for them. The solution also recommends personalized learning paths that help employees build the skills they need for their current role and what comes next.

Smart search helps employees find specific answers instead of digging through long modules. A question like "How do I handle a customer data request in Germany?" can surface a relevant lesson or policy explanation for that scenario, rather than requiring the learner to click through multiple generic compliance courses.

Because recommendations are informed by Workday Human Capital Management (HCM) data, including an employee's role, skills, organization, and location, employees see learning paths that reflect their actual context. For example, a manager who moves to a new region can be directed to relevant local policies and leadership resources, while an employee building skills for a new role can receive recommendations aligned to that role's requirements. Courses can also include interactive elements like quizzes, polls, and reflection prompts to help employees check their understanding as they go, turning learning from a one‑off event into an ongoing, adaptive experience.

From Blank Page to Live Course in Hours, Not Weeks

For instructional designers, L&D teams, and subject‑matter experts, Workday Learning, powered by Sana, is built to remove the production bottlenecks that slow learning down. Instead of starting from a blank slide deck, teams can upload existing PDFs, presentations, or other online course files and have them converted into structured, interactive courses in minutes.

The AI-powered editor helps teams transform static source material into engaging, interactive learning experiences. It proposes outlines, learning objectives, knowledge checks, and interactive elements that authors can review and adjust. An integrated writing assistant helps handle everyday tasks like drafting lesson text, simplifying long policies into learner‑friendly explanations, generating quiz questions, and adapting content for different roles or regions.

Built-in translation capabilities allow teams to localize courses into dozens of languages from the same source, helping global organizations roll out programs simultaneously across markets instead of in slow, sequential waves. Multiple contributors can work together in real time on the same course, simplifying reviews across learning, compliance, and business stakeholders.

Organizations using these AI‑powered authoring capabilities have reported reductions of up to 98% in content creation time for many learning programs, moving from multi‑week production cycles to hours and allowing teams to keep content aligned with fast‑changing regulations, products, and skills needs.

One Place to Run Learning Operations

For learning administrators and HR teams, Workday Learning, powered by Sana, provides one place to manage assignments, campaigns, reporting, and controls across both Workday‑native and Sana‑created content.

Learning paths update automatically when employees join, change roles, or move regions, reducing the amount of time administrators spend on manual list building for compliance, onboarding, and skills programs.

Because learning data sits alongside HR data in Workday, leaders and administrators can track how programs relate to outcomes like skills development, internal mobility, performance, and retention – not just completion rates. A safety program, for example, can be evaluated not only by completion rates but also in relation to incident data for specific regions.

Customers using these capabilities have seen learning operations move from reactive to proactive – with some reporting up to five times faster compliance reporting, three times higher learner engagement compared to legacy learning systems, and significant time savings for administrators and learning teams.

Customers Are Reshaping How Learning Gets Done

"At The Josh Bersin Company, we shifted our learning business to an AI-first model using Sana, moving thousands of learners into an interactive, always-on environment and converting a large library of programs into interactive courses in months rather than years," said Josh Bersin, global industry analyst and CEO of The Josh Bersin Company. "Now integrated into Workday Learning, Sana gives companies an extraordinary opportunity to modernize large learning libraries into AI-fueled personal experiences and maintain enterprise governance standards."

"At Accenture, reinvention is powered by continuous learning and the ability to build skills at speed and at scale," said Colin Anderson, chief operating officer, HR at Accenture. "We're evolving our learning ecosystem to be more intelligent, personalized, and aligned to the changing needs of our clients. Workday Learning, powered by Sana, is an important part of that journey and builds on top of the Accenture LearnVantage foundation—helping us deliver more adaptive, AI-enabled experiences that accelerate capability building across our workforce."

Availability

Workday Learning, powered by Sana, is now generally available globally as an integrated learning solution for Workday HCM customers. For organizations that do not use Workday HCM or Workday Financial Management, Sana Learn is available as a standalone offering. Existing guidance for Workday Learning will continue to apply in environments where Sana components cannot yet be used, including certain regulated and sovereign deployments.

For More Information

Join the webinar to see how Accenture will revamp its global learning program with Workday Learning, powered by Sana. Read the blog to learn how Workday used Sana Learn to improve L&D efficiency. Download the e-book to explore the new agentic operating model for L&D. About Workday 

Workday operates at the heart of the enterprise – HR, finance, and IT – where the margin for error is effectively zero. By tightly coupling AI with the context, guardrails, and trusted processes that run the business, Workday goes beyond AI that assists work to agents that do the work and drive measurable outcomes. More than 11,500 organizations worldwide, including more than 65% of the Fortune 500, trust Workday to deliver. For more information about Workday, visit workday.com.

© 2026 Workday, Inc. All rights reserved. Workday and the Workday logo are trademarks of Workday, Inc. All other brand and product names are trademarks or registered trademarks of their respective holders.

Forward-Looking Statements

This press release contains forward-looking statements including, among other things, statements regarding Workday's plans, beliefs, and expectations. These forward-looking statements are based only on currently available information and our current beliefs, expectations, and assumptions. Because forward-looking statements relate to the future, they are subject to inherent risks, uncertainties, assumptions, and changes in circumstances that are difficult to predict and many of which are outside of our control. If the risks materialize, assumptions prove incorrect, or we experience unexpected changes in circumstances, actual results could differ materially from the results implied by these forward-looking statements, and therefore you should not rely on any forward-looking statements. Risks include, but are not limited to, risks described in our filings with the Securities and Exchange Commission ("SEC"), including our most recent report on Form 10-Q or Form 10-K and other reports that we have filed and will file with the SEC from time to time, which could cause actual results to vary from expectations. Workday assumes no obligation to, and does not currently intend to, update any such forward-looking statements after the date of this release, except as required by law.

Any unreleased services, features, or functions referenced in this document, our website, or other press releases or public statements that are not currently generally available are subject to change at Workday's discretion and may not be delivered as planned or at all. Customers who purchase Workday services should make their purchase decisions based upon services, features, and functions that are currently available.

SOURCE Workday Inc.

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are up 13% to $28.75 in Wednesday morning trading after the company delivered a preliminary Q4 FY2026 business update that stunned the margin bears. The rally appears to be pulling Super Micro’s AI server peers higher, with Dell Technologies (NYSE:DELL) stock up 2% to $414 and Hewlett Packard Enterprise (NYSE:HPE) shares up 1% to $47.22.

The move caps a bruising stretch for Super Micro Computer shares, which entered the session down 13% year to date (YTD) and off 50% over the past year. Wednesday’s pop reframes the setup heading into the full August 11 report.

Margin Guide Silences the Bears The catalyst is a preliminary update Super Micro Computer released after Tuesday’s close. The company disclosed more than $60 billion in new orders booked during the quarter ended June 30, with backlog at record levels.

The bigger surprise sits in the margin line. Super Micro Computer guided fiscal Q4 gross margin to 15% to 17%, materially above prior guidance of 8.2% to 8.4%, citing a “favorable customer and product mix.” Revenue is expected near the low end of the $11 billion to $12.5 billion range, versus analyst estimates near $11.67 billion per LSEG.

Wall Street responded quickly. Barclays raised its price target on Super Micro Computer stock to $38 from $34, keeping an Equal Weight rating. Rosenblatt lifted its target to $45 from $40 with a Buy rating, arguing that Super Micro’s Q4 order book reinforces the company’s “industry-leading” time-to-market advantage in the AI infrastructure buildout.

Peers Ride the AI Server Read-Through Dell and HPE aren’t reporting news of their own today. The rally reflects a read-through: if Super Micro Computer’s book is filling that fast, hyperscaler and enterprise AI capex is still accelerating, and both peers already have proof points on the board.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn't make the cut. Grab the names FREE today.

Dell entered Wednesday up 224% YTD, backed by Q1 FY27 AI-optimized server revenue of $16.13 billion, up 757% year over year (YoY), and a full-year AI server revenue target near $60 billion. HPE is up 96% YTD after Q2 FY26 server revenue of $5.45 billion, up 33% YoY, and raised full-year revenue growth guidance to 29% to 33%.

The common thread runs through NVIDIA (NASDAQ:NVDA) silicon, with supporting exposure from Intel (NASDAQ:INTC) and Advanced Micro Devices (NASDAQ:AMD). Super Micro Computer’s transcript flagged AI GPU-related platforms contributing over 80% of revenue last quarter.

The broad tech tape isn’t cooperating, though. The iShares U.S. Technology ETF (NYSEARCA:IYW) is down 2% to $241.45 with the NASDAQ 100 off 0.88%. IYW isn’t a clean proxy here: the fund is mega-cap heavy, with NVIDIA at 16.23% and Apple at 13.63%, while SMCI, DELL, and HPE combined sit at less than 1% of net assets.

What to Watch The bull case on Super Micro Computer shares now rests on the margin turnaround, the record AI backlog, and short-squeeze potential. The bear case still centers on governance questions and dilution overhang from the June $7 billion financing tied to roughly $39 billion in AI-server orders.

The next real test arrives August 11, when Super Micro Computer reports its full fiscal Q4 results. Traders can watch for whether the 15% to 17% margin range holds up under audited numbers, and whether the enterprise mix keeps building. Position sizing should reflect SMCI stock’s volatility, as this remains a name that swings hard in both directions.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.