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COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, announced today that the Company will release its second quarter 2026 financial results on August 6, 2026. A webcast and conference call will be held that same day at 10:00 a.m. (Eastern Time) to review the Company's results. Webcast: The conference call will be available on the investor relations section of the Company'.

Posted by Defense World Staff on Jul 23rd, 2026

ABN Amro Investment Solutions reduced its stake in Sprouts Farmers Market, Inc. (NASDAQ:SFM – Free Report) by 22.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 106,867 shares of the company’s stock after selling 31,465 shares during the period. ABN Amro Investment Solutions owned approximately 0.11% of Sprouts Farmers Market worth $8,243,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of SFM. TD Private Client Wealth LLC increased its holdings in shares of Sprouts Farmers Market by 1,309.1% in the 4th quarter. TD Private Client Wealth LLC now owns 310 shares of the company’s stock worth $25,000 after acquiring an additional 288 shares during the period. Annis Gardner Whiting Capital Advisors LLC acquired a new position in Sprouts Farmers Market during the 1st quarter valued at about $25,000. Sound Income Strategies LLC bought a new stake in Sprouts Farmers Market during the fourth quarter worth approximately $27,000. Newbridge Financial Services Group Inc. bought a new stake in shares of Sprouts Farmers Market in the 2nd quarter worth $29,000. Finally, Clearstead Advisors LLC lifted its holdings in shares of Sprouts Farmers Market by 72.7% in the fourth quarter. Clearstead Advisors LLC now owns 380 shares of the company’s stock valued at $30,000 after buying an additional 160 shares during the period.

Analyst Ratings Changes Several equities analysts have recently issued reports on the stock. Melius Research cut shares of Sprouts Farmers Market from a “hold” rating to a “sell” rating and set a $70.00 price objective on the stock. in a research note on Monday, April 6th. Evercore reissued an “outperform” rating on shares of Sprouts Farmers Market in a research report on Thursday, April 30th. Royal Bank Of Canada restated an “outperform” rating and issued a $114.00 target price on shares of Sprouts Farmers Market in a research note on Monday, June 1st. JPMorgan Chase & Co. upped their target price on Sprouts Farmers Market from $78.00 to $80.00 and gave the stock a “neutral” rating in a research report on Wednesday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Sprouts Farmers Market in a research note on Wednesday, June 24th. Seven investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Sprouts Farmers Market currently has a consensus rating of “Hold” and a consensus target price of $96.62.

Get Our Latest Report on Sprouts Farmers Market

Sprouts Farmers Market Stock Down 1.0% Shares of NASDAQ SFM opened at $73.94 on Thursday. The firm’s 50-day simple moving average is $82.90 and its 200 day simple moving average is $78.00. The company has a market cap of $6.95 billion, a price-to-earnings ratio of 14.22, a price-to-earnings-growth ratio of 1.58 and a beta of 0.67. Sprouts Farmers Market, Inc. has a 12-month low of $64.75 and a 12-month high of $165.97. The company has a quick ratio of 0.42, a current ratio of 0.92 and a debt-to-equity ratio of 0.07.

Sprouts Farmers Market (NASDAQ:SFM – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The company reported $1.71 earnings per share for the quarter, beating the consensus estimate of $1.67 by $0.04. The business had revenue of $2.33 billion for the quarter, compared to analyst estimates of $2.32 billion. Sprouts Farmers Market had a net margin of 5.70% and a return on equity of 36.06%. Sprouts Farmers Market’s revenue was up 4.1% compared to the same quarter last year. During the same period in the prior year, the business posted $1.81 earnings per share. Sprouts Farmers Market has set its FY 2026 guidance at 5.320-5.480 EPS and its Q2 2026 guidance at 1.320-1.360 EPS. On average, research analysts expect that Sprouts Farmers Market, Inc. will post 5.57 earnings per share for the current fiscal year.

Insider Activity In related news, insider Brandon F. Lombardi sold 406 shares of Sprouts Farmers Market stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $82.04, for a total value of $33,308.24. Following the sale, the insider owned 6,801 shares of the company’s stock, valued at approximately $557,954.04. This trade represents a 5.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Jack Sinclair sold 10,788 shares of the business’s stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $84.87, for a total value of $915,577.56. Following the completion of the sale, the chief executive officer owned 269,980 shares in the company, valued at $22,913,202.60. The trade was a 3.84% 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 45,310 shares of company stock worth $3,873,881 over the last three months. Corporate insiders own 1.30% of the company’s stock.

Sprouts Farmers Market Company Profile (Free Report)

Sprouts Farmers Market, Inc (NASDAQ: SFM) is a specialty grocery retailer focused on fresh, natural and organic foods. Headquartered in Phoenix, Arizona, the company operates stores designed to offer an open-market shopping experience, emphasizing quality produce sourced from regional farmers alongside organic pantry staples, dairy, meat and seafood. Sprouts’ product assortment also includes bulk foods, vitamins and supplements, a deli and prepared foods, reflecting its commitment to wellness and affordable healthy living.

Founded in 2002 by members of the Boney family, Sprouts began as a single farmers market in Chandler, Arizona.

Further Reading Five stocks we like better than Sprouts Farmers Market Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play

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Posted by Defense World Staff on Jul 23rd, 2026

California Public Employees Retirement System lessened its position in Murphy USA Inc. (NYSE:MUSA – Free Report) by 15.8% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 41,347 shares of the specialty retailer’s stock after selling 7,766 shares during the period. California Public Employees Retirement System owned about 0.22% of Murphy USA worth $20,424,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. MassMutual Private Wealth & Trust FSB boosted its position in Murphy USA by 82.4% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 62 shares of the specialty retailer’s stock valued at $25,000 after buying an additional 28 shares in the last quarter. Huntington National Bank increased its holdings in shares of Murphy USA by 106.7% during the fourth quarter. Huntington National Bank now owns 62 shares of the specialty retailer’s stock worth $25,000 after buying an additional 32 shares in the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of Murphy USA by 423.1% in the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the specialty retailer’s stock valued at $28,000 after acquiring an additional 55 shares during the last quarter. V Square Quantitative Management LLC bought a new position in shares of Murphy USA in the fourth quarter valued at approximately $29,000. Finally, WPG Advisers LLC boosted its holdings in shares of Murphy USA by 148.5% in the 4th quarter. WPG Advisers LLC now owns 82 shares of the specialty retailer’s stock worth $33,000 after acquiring an additional 49 shares in the last quarter. Institutional investors own 80.81% of the company’s stock.

Insider Buying and Selling In other news, SVP Keith A. Emery sold 517 shares of Murphy USA stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $574.49, for a total transaction of $297,011.33. Following the completion of the sale, the senior vice president owned 500 shares in the company, valued at $287,245. The trade was a 50.84% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Diane N. Landen sold 3,000 shares of the business’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $547.25, for a total transaction of $1,641,750.00. Following the sale, the director directly owned 53,841 shares of the company’s stock, valued at approximately $29,464,487.25. This trade represents a 5.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 46,225 shares of company stock worth $27,363,392. 9.02% of the stock is currently owned by company insiders.

Murphy USA Trading Up 1.2% MUSA stock opened at $618.22 on Thursday. The company has a market cap of $11.42 billion, a P/E ratio of 21.37, a PEG ratio of 1.97 and a beta of 0.30. Murphy USA Inc. has a twelve month low of $345.23 and a twelve month high of $636.04. The company has a quick ratio of 0.48, a current ratio of 0.83 and a debt-to-equity ratio of 3.24. The business has a fifty day moving average of $564.57 and a 200-day moving average of $496.66.

Murphy USA (NYSE:MUSA – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $7.28 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.37 by $1.91. The business had revenue of $4.82 billion for the quarter, compared to analysts’ expectations of $4.70 billion. Murphy USA had a return on equity of 91.05% and a net margin of 2.81%.The firm’s quarterly revenue was up 6.5% compared to the same quarter last year. During the same quarter last year, the business earned $2.63 earnings per share. As a group, equities research analysts expect that Murphy USA Inc. will post 32.58 EPS for the current year.

Murphy USA Increases Dividend The firm also recently announced a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Monday, May 18th were paid a $0.64 dividend. This is a boost from Murphy USA’s previous quarterly dividend of $0.63. The ex-dividend date of this dividend was Monday, May 18th. This represents a $2.56 annualized dividend and a dividend yield of 0.4%. Murphy USA’s payout ratio is 8.85%.

Analyst Upgrades and Downgrades A number of research firms recently weighed in on MUSA. KeyCorp raised their price target on Murphy USA from $600.00 to $680.00 and gave the company an “overweight” rating in a report on Friday, June 12th. Weiss Ratings upgraded Murphy USA from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 30th. JPMorgan Chase & Co. began coverage on Murphy USA in a research note on Thursday, March 26th. They issued an “overweight” rating and a $539.00 target price for the company. Bank of America upped their price target on shares of Murphy USA from $600.00 to $625.00 and gave the stock a “neutral” rating in a research report on Friday, July 10th. Finally, Zacks Research lowered shares of Murphy USA from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. Six equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $585.11.

View Our Latest Report on MUSA

Murphy USA Company Profile (Free Report)

Murphy USA is a leading downstream marketer of gasoline, diesel and convenience store products in the United States. Headquartered in El Dorado, Arkansas, the company was originally established as part of Murphy Oil Corporation and was spun off as an independent public entity in 2013. Since its separation, Murphy USA has focused on retail fueling services and convenience offerings designed to deliver value and convenience to consumers.

The company’s primary operations center on two retail formats.

See Also Five stocks we like better than Murphy USA Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding MUSA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Murphy USA Inc. (NYSE:MUSA – Free Report).

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Cleveland-Cliffs (CLF - Free Report) came out with a quarterly loss of $0.2 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to a loss of $0.5 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +4.76%. A quarter ago, it was expected that this mining company would post a loss of $0.44 per share when it actually produced a loss of $0.4, delivering a surprise of +9.09%.

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

Cleveland-Cliffs, which belongs to the Zacks Steel - Producers industry, posted revenues of $5.23 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.88%. This compares to year-ago revenues of $4.93 billion. The company has topped consensus revenue estimates two times over the last four quarters.

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

Cleveland-Cliffs shares have lost about 28.8% since the beginning of the year versus the S&P 500's gain of 9.6%.

What's Next for Cleveland-Cliffs?While Cleveland-Cliffs has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

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

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

Ahead of this earnings release, the estimate revisions trend for Cleveland-Cliffs was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.21 on $5.39 billion in revenues for the coming quarter and -$0.15 on $20.59 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Steel - Producers is currently in the top 20% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Nucor (NUE - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on July 27.

This steel company is expected to post quarterly earnings of $4.57 per share in its upcoming report, which represents a year-over-year change of +75.8%. The consensus EPS estimate for the quarter has been revised 6.3% higher over the last 30 days to the current level.

Nucor's revenues are expected to be $10.06 billion, up 19% from the year-ago quarter.

JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) today released its financial results for the three months ended June 27, 2026. “The core business continued its strong momentum in Q2 as we focus our development and execution efforts on a number of advanced product launches in late 2026 and throughout 2027,” said Mobileye President and CEO Prof. Amnon Shashua. “Our foundation is robust and highly profitable, boosted by the recently enacted R&D Law which we expect.

Posted by Defense World Staff on Jul 23rd, 2026

Bank of New York Mellon Corp boosted its holdings in JFrog Ltd. (NASDAQ:FROG – Free Report) by 25.2% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,539,979 shares of the company’s stock after purchasing an additional 310,068 shares during the quarter. Bank of New York Mellon Corp owned about 1.27% of JFrog worth $72,271,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in FROG. Vanguard Group Inc. increased its stake in shares of JFrog by 4.0% in the 4th quarter. Vanguard Group Inc. now owns 9,505,832 shares of the company’s stock valued at $593,734,000 after acquiring an additional 362,654 shares in the last quarter. Whale Rock Capital Management LLC grew its holdings in JFrog by 82.2% in the fourth quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock worth $330,901,000 after purchasing an additional 2,389,415 shares during the period. Wasatch Advisors LP grew its holdings in JFrog by 187.4% in the first quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock worth $195,043,000 after purchasing an additional 2,710,167 shares during the period. Price T Rowe Associates Inc. MD increased its stake in JFrog by 30.9% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 2,683,153 shares of the company’s stock valued at $167,590,000 after purchasing an additional 633,231 shares in the last quarter. Finally, Fiera Capital Corp increased its stake in JFrog by 37.5% in the fourth quarter. Fiera Capital Corp now owns 2,253,450 shares of the company’s stock valued at $140,750,000 after purchasing an additional 614,383 shares in the last quarter. 85.02% of the stock is owned by institutional investors and hedge funds.

Insider Activity at JFrog In other JFrog news, CEO Ben Haim Shlomi sold 15,000 shares of the business’s stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $94.37, for a total value of $1,415,550.00. Following the transaction, the chief executive officer directly owned 4,577,237 shares in the company, valued at $431,953,855.69. The trade was a 0.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Eduard Grabscheid sold 5,654 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $84.69, for a total transaction of $478,837.26. Following the transaction, the chief financial officer directly owned 209,658 shares of the company’s stock, valued at $17,755,936.02. This represents a 2.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 917,399 shares of company stock worth $73,629,102. 11.80% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades A number of equities analysts have recently issued reports on the stock. Raymond James Financial reissued an “outperform” rating on shares of JFrog in a research report on Wednesday. Benchmark started coverage on JFrog in a research note on Thursday, June 25th. They set a “buy” rating and a $100.00 price target on the stock. JPMorgan Chase & Co. increased their price target on JFrog from $68.00 to $76.00 and gave the stock an “overweight” rating in a report on Friday, May 8th. Morgan Stanley restated an “overweight” rating and set a $80.00 price objective on shares of JFrog in a report on Friday, May 8th. Finally, TD Cowen lifted their price target on shares of JFrog from $80.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, June 18th. Twenty-one equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $86.76.

Read Our Latest Report on FROG

JFrog Price Performance Shares of FROG stock opened at $79.68 on Thursday. The firm has a 50-day moving average of $82.82 and a 200-day moving average of $61.24. JFrog Ltd. has a one year low of $34.05 and a one year high of $99.22. The company has a market cap of $9.65 billion, a P/E ratio of -150.34 and a beta of 1.20.

JFrog (NASDAQ:FROG – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, topping the consensus estimate of $0.22 by $0.05. The business had revenue of $153.98 million for the quarter, compared to analysts’ expectations of $147.45 million. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The firm’s revenue for the quarter was up 25.8% compared to the same quarter last year. During the same period in the previous year, the company earned $0.20 earnings per share. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. As a group, research analysts expect that JFrog Ltd. will post -0.15 earnings per share for the current fiscal year.

JFrog Company Profile (Free Report)

JFrog is a software company specializing in DevOps solutions designed to streamline the management, distribution and security of software binaries. Its core offering, JFrog Artifactory, serves as a universal artifact repository manager compatible with all major package formats, enabling development teams to store, version and share build artifacts across the software delivery pipeline. The company’s platform also includes tools for continuous integration and delivery (CI/CD), security scanning and release automation.

Among JFrog’s flagship products are JFrog Xray, a security and compliance scanning service that analyzes artifacts and dependencies for vulnerabilities; JFrog Pipelines, a CI/CD orchestration engine that automates build and release workflows; and JFrog Distribution, which accelerates the secure distribution of software releases to edge nodes and end users.

Featured Articles Five stocks we like better than JFrog Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play

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The New York Stock Exchange with a Hims & Hers Health, Inc banner is pictured as a person runs past in the Manhattan borough of New York City, New York, U.S., January 21, 2021. REUTERS/Carlo... Purchase Licensing Rights, opens new tab Read more

SummaryCompaniesAnalysts estimate peptide industry is worth $2 billion to $3 billionFDA advisers will weigh whether peptides can be used for compoundingRulemaking to add peptides could take up to a year, former FDA official saysHims & Hers aims to offer peptide compounds, if approvedJuly 23 - Hims & Hers Health (HIMS.N), opens new tab is set to tap what analysts estimate could be ​a multi-billion-dollar market for peptides if U.S. regulators loosen manufacturing restrictions.

Hims, primarily known for its personalized treatments of conditions ranging from hair loss to ‌acne, is eyeing peptides not long after its attempts to create compounds of popular weight-loss drugs were smacked down by U.S. regulators. Peptides — used for everything from pain to muscle recovery to beauty — have been promoted by social media influencers and Health and Human Services Secretary Robert F. Kennedy Jr.

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A U.S. Food and Drug Administration advisory committee meets this week to discuss whether the regulator should loosen ​compounding restrictions on seven peptides. If the restrictions are eased, research firm Needham & Co estimates the market could be as big as $3.3 billion, while Leerink analyst ​Michael Cherny estimated the market at $2.2 billion.

Peptides' wider use hinges on the FDA. Because Kennedy has said he has used them, ⁠some analysts say approval is likely regardless of the committee's decision.

If that happens, rulemaking that would allow compounders to make the products for patients could take up to ​a year, according to a former FDA official who requested anonymity.

Hims & Hers first announced it would pursue peptide therapies in 2025, when it purchased a manufacturing facility that ​can produce them. CEO Andrew Dudum has said the treatments would grow in popularity as demand for preventative health increases.

Peptide treatments are drugs built from short chains of amino acids, the same building blocks the body uses to make proteins.

Timing for the launch is uncertain. Dudum said in April that the company would not need to be the first U.S. company to offer peptides.

"If guidance changes, ​our clinical and compliance teams will assess what that means for our platform, and we will adjust accordingly," a Hims spokesperson said.

Hims owns one of the most ​popular compounding pharmacy businesses, which mix ingredients to create personalized treatments for patients. Its stock is notoriously volatile, with dramatic surges and equally staggering selloffs.

Over the last five months, the stock has ‌more than ⁠doubled, in part because the telehealth company entered into a partnership with Danish drugmaker Novo Nordisk (NOVOb.CO), opens new tab.

Compounded products are not reviewed for quality or efficacy by the FDA, unlike branded drugs. States also have authority over compounding.

ANALYSTS EXPECT FDA APPROVALAnalysts, legal experts and investors said they expect the committee to vote for looser regulations on compounding given the support from Kennedy and other industry-aligned members, even as FDA staffers in June challenged the evidence for peptide compounding.

The 14-member committee reviewing peptides has added seven people who operate or ​work for clinics or businesses selling peptide ​treatments.

Bill Holtz, a lawyer at Foley & Lardner, ⁠said Kennedy’s view will likely hold more weight in the review process for peptides than is typical for the agency under prior administrations.

“The law gives the Secretary of Health and Human Services the authority to determine what goes on that list," said ​Holtz.

A spokesperson for HHS did not respond to a Reuters request for comment.

The Alliance for Pharmacy Compounding, a trade organization, ​urged the FDA this month ⁠to allow compounding with regulatory oversight.

Kennedy, who has said he has used peptides, in April described a black market of unregulated products that still make their way into the United States.

PhRMA, the pharmaceutical industry trade organization, said in written comments to the FDA that the agency should not allow peptide compounding under Section 503A of the Federal Food, Drug, and ⁠Cosmetic Act, ​which allows for such combinations.

Ignacio Canto, founder of X-Square Capital, which owns less than 1% of Hims & ​Hers, said he expects Hims to launch the products quickly if it gets the go-ahead.

Options traders expect more volatility in Hims stock in coming weeks, with Trade Alert data showing shares could swing by as ​much as 14% in either direction by the end of the month.

Traders expect more volatility for Hims & Hers sharesReporting by Amina Niasse in New York; editing by Caroline Humer and David Gaffen

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

Plus, the U.S. gives the president more muscular military options as he considers expanding the Iran war, and we go inside Taco Bell's rush to contain cyclospora.

PHILADELPHIA--(BUSINESS WIRE)--Investor litigation firm Kaskela Law announces that it is investigating Semtech Corporation (NASDAQ: SMTC) (“Semtech”) on behalf of the company's long-term investors. Click here for additional information: https://kaskelalaw.com/case/semtech-corporation/ Recently a securities fraud complaint was filed against Semtech on behalf of investors who purchased shares of the company's stock between October 10, 2024 and February 7, 2025 (the “Wrongdoing Period”). According.

23.7.2026 14:18

Depozitní sazba ECB (23. července):
aktuální hodnota: 2,25 %
očekávání trhu: 2,25 %
předchozí hodnota: 2,25 %

Refinanční sazba ECB (23. července):
aktuální hodnota: 2,4 %
očekávání trhu: 2,4 %
předchozí hodnota: 2,4 %

Zápůjční sazba ECB (23. července):
aktuální hodnota: 2,65 %
očekávání trhu: 2,65 %
předchozí hodnota: 2,65 %

Zdroj: Bloomberg

Michal Šnobl
Fio banka, a.s.
Prohlášení

23.7.2026 14:19

EUR/USD 1,1386 (euro oslabuje o 0,21 %)
USD/CZK 21,24 (dolar posiluje o 0,31 %)
EUR/CZK 24,19 (euro posiluje o 0,08 %)
GBP/CZK 28,31 (libra posiluje o 0,07 %)
CHF/CZK 26,02 (frank posiluje o 0,12 %)
PLN/CZK 5,5867 (zlotý posiluje o 0,15 %)

Zdroj: Reuters

Michal Šnobl
Fio banka, a.s.
Prohlášení

Posted by Defense World Staff on Jul 23rd, 2026

California Public Employees Retirement System raised its position in shares of Nebius Group N.V. (NASDAQ:NBIS – Free Report) by 380.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 240,388 shares of the company’s stock after purchasing an additional 190,388 shares during the quarter. California Public Employees Retirement System owned 0.10% of Nebius Group worth $24,943,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the business. Parkside Financial Bank & Trust acquired a new position in Nebius Group during the fourth quarter valued at $25,000. Root Financial Partners LLC acquired a new position in shares of Nebius Group in the 4th quarter valued at about $26,000. SHP Wealth Management acquired a new position in shares of Nebius Group in the 4th quarter valued at about $26,000. Sound Income Strategies LLC lifted its position in shares of Nebius Group by 62.5% in the first quarter. Sound Income Strategies LLC now owns 260 shares of the company’s stock worth $27,000 after purchasing an additional 100 shares in the last quarter. Finally, Blue Trust Inc. boosted its holdings in shares of Nebius Group by 73.8% during the fourth quarter. Blue Trust Inc. now owns 332 shares of the company’s stock worth $28,000 after purchasing an additional 141 shares during the period. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Nebius Group Stock Up 0.6% NBIS stock opened at $218.16 on Thursday. The firm has a market cap of $55.20 billion, a PE ratio of 70.37 and a beta of 4.10. Nebius Group N.V. has a 1 year low of $50.00 and a 1 year high of $299.86. The company has a fifty day simple moving average of $228.94 and a 200 day simple moving average of $155.95. The company has a current ratio of 8.33, a quick ratio of 8.33 and a debt-to-equity ratio of 1.16.

Nebius Group (NASDAQ:NBIS – Get Free Report) last posted its earnings results on Thursday, May 14th. The company reported ($0.23) EPS for the quarter, topping the consensus estimate of ($0.81) by $0.58. Nebius Group had a net margin of 95.27% and a negative return on equity of 9.11%. The firm had revenue of $399.00 million for the quarter, compared to the consensus estimate of $375.13 million. Nebius Group’s revenue was up 684.0% compared to the same quarter last year. Sell-side analysts anticipate that Nebius Group N.V. will post -1.91 EPS for the current fiscal year.

Key Nebius Group News Here are the key news stories impacting Nebius Group this week:

Positive Sentiment: Robert W. Baird initiated coverage with an “outperform” rating and a $250 price target, adding another bullish analyst call to the stock’s recent momentum. Benzinga article Positive Sentiment: Northland Securities raised its price target to $410, reinforcing the view that Nebius may still have significant upside if AI infrastructure demand keeps accelerating. Northland Securities Boosts Nebius Group (NASDAQ:NBIS) Price Target to $410.00 Positive Sentiment: Freedom Capital Markets upgraded Nebius from hold to strong-buy, which further boosted sentiment around the stock. Zacks.com article Positive Sentiment: Multiple reports highlighted Nvidia’s 9.3% stake in Nebius as a strong vote of confidence in the company’s AI cloud strategy, helping extend the stock’s rally. CNBC article Positive Sentiment: Nebius also benefited from attention on its $775 million debt facility, which supports expansion without relying as heavily on equity dilution. Zacks article Neutral Sentiment: One article noted the chairman sold a small block of shares, but the transaction was limited and does not appear to change the broader bullish thesis. Motley Fool article Wall Street Analyst Weigh In Several research analysts have weighed in on the stock. Robert W. Baird assumed coverage on shares of Nebius Group in a research note on Wednesday. They issued an “outperform” rating and a $250.00 price objective on the stock. Wolfe Research assumed coverage on shares of Nebius Group in a research note on Thursday, April 16th. They set a “peer perform” rating for the company. Bank of America upped their price target on shares of Nebius Group from $240.00 to $280.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Freedom Capital upgraded Nebius Group from a “hold” rating to a “strong-buy” rating in a report on Monday. Finally, Wall Street Zen raised Nebius Group from a “strong sell” rating to a “sell” rating in a research report on Saturday, May 16th. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $222.15.

View Our Latest Report on NBIS

Insider Buying and Selling at Nebius Group In related news, CEO Arkadiy Volozh sold 46,627 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total value of $10,978,327.15. Following the transaction, the chief executive officer directly owned 821,662 shares of the company’s stock, valued at approximately $193,460,317.90. This trade represents a 5.37% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CRO Marc Boroditsky sold 10,776 shares of the firm’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $276.20, for a total value of $2,976,331.20. Following the completion of the transaction, the executive directly owned 26,886 shares in the company, valued at $7,425,913.20. The trade was a 28.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 668,405 shares of company stock worth $140,422,170 in the last 90 days.

Nebius Group Company Profile (Free Report)

Nebius Group N.V., a technology company, builds intelligent products and services powered by machine learning and other technologies to help consumers and businesses navigate the online and offline world. The company’s services include Nebius AI, an AI-centric cloud platform that offers infrastructure and computing capability for AI deployment and machine-learning oriented solutions; and Toloka AI that offers generative AI (GenAI) solutions at every stage of the GenAI lifecycle, such as data annotation and generation, model training and fine-tuning, and quality assessment of large language model for accuracy and reliability.

See Also Five stocks we like better than Nebius Group Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play

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NEXT HEADLINE »Bessemer Group Inc. Buys 1,121 Shares of Sandisk Corporation $SNDK

PALO ALTO, Calif.--(BUSINESS WIRE)--D-Wave Quantum Inc. (NYSE: QBTS) (“D-Wave” or the “Company”), the only dual-platform quantum computing company providing both annealing and gate-model systems, software and services, today announced it will release its financial results for the second quarter of 2026 ended June 30, 2026 on Thursday, August 6, 2026 before market open. The press release will be available on the D-Wave Investor Relations website: ir.dwavequantum.com.In conjunction with this annou.

WALTHAM, Mass., July 23, 2026 (GLOBE NEWSWIRE) -- OptimizeRx Corp. (the “Company”) (Nasdaq: OPRX), a leading provider of healthcare technology solutions helping life sciences companies reach and engage healthcare professionals (HCPs) and patients at key decision moments, today announced the appointment of Sarah Bast as Chief Marketing Officer.

I rate IREN Limited a Strong Buy with a $49 price target, implying 20% upside from current levels. My three modeled growth drivers are the 2026 AI Cloud revenue ramp, the additional 730MW planned for 2027, and lower financing costs from customer prepayments. Together, I estimate these drivers can produce approximately $2.03 in FWD non-GAAP adjusted EPS.

Posted by Defense World Staff on Jul 23rd, 2026

Bessemer Group Inc. grew its position in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) by 45.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,577 shares of the data storage provider’s stock after purchasing an additional 1,121 shares during the period. Bessemer Group Inc.’s holdings in Sandisk were worth $2,272,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the company. State Street Corp purchased a new position in Sandisk during the 3rd quarter valued at approximately $491,053,000. Arrowstreet Capital Limited Partnership purchased a new stake in shares of Sandisk during the 3rd quarter worth approximately $297,293,000. Norges Bank purchased a new stake in shares of Sandisk during the 4th quarter worth approximately $518,889,000. Bank of America Corp DE bought a new position in shares of Sandisk during the 3rd quarter valued at approximately $190,425,000. Finally, AQR Capital Management LLC bought a new position in shares of Sandisk during the 3rd quarter valued at approximately $163,057,000.

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

Positive Sentiment: Reports say memory prices are still surging, which supports expectations for stronger revenue and margins at Sandisk. Memory Prices Are Still Skyrocketing. Is the Next Rally for Micron, Sandisk, and SK Hynix Just Beginning? Positive Sentiment: Analysts and market commentators continue to highlight Sandisk as a beneficiary of AI-related NAND demand, enterprise SSD growth, and favorable pricing dynamics. Sandisk Trades at 8.3X Discounted P/E: Time to Buy the Stock? Positive Sentiment: UBS and other strategists said the recent selloff in AI and semiconductor names may be nearing exhaustion, which could help sentiment rebound further in Sandisk. UBS sees Broadcom, Sandisk, Oracle stocks rebounding: here’s why Positive Sentiment: Tuesday’s memory-stock rally and Morgan Stanley’s forecast for another big jump in memory prices reinforced the bullish setup for SNDK. Micron, Western Digital, and Sandisk Just Jumped 12% to 14%. Here’s the Forecast That Did It. Neutral Sentiment: Some coverage noted that the stock also saw profit-taking and broader market weakness at times, which can create short-term volatility even within the stronger trend. Why Is Sandisk Stock Falling on Wednesday? Analyst Upgrades and Downgrades A number of research analysts recently weighed in on SNDK shares. Sanford C. Bernstein raised their target price on shares of Sandisk from $1,700.00 to $3,000.00 and gave the company an “outperform” rating in a report on Monday, June 29th. Wells Fargo & Company upped their price target on shares of Sandisk from $1,250.00 to $1,620.00 and gave the company an “equal weight” rating in a research note on Wednesday. The Goldman Sachs Group reiterated a “buy” rating and set a $1,200.00 price objective on shares of Sandisk in a research report on Friday, May 1st. Arete Research raised shares of Sandisk from a “hold” rating to a “strong-buy” rating in a research note on Monday, April 13th. Finally, UBS Group set a $1,700.00 target price on shares of Sandisk in a report on Monday, May 4th. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, Sandisk presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,820.90.

View Our Latest Research Report on SNDK

Insider Activity at Sandisk In related news, insider Bernard Shek sold 600 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $2,088.00, for a total value of $1,252,800.00. Following the transaction, the insider owned 31,515 shares of the company’s stock, valued at $65,803,320. This trade represents a 1.87% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alper Ilkbahar sold 2,000 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $1,756.58, for a total transaction of $3,513,160.00. Following the completion of the sale, the executive vice president directly owned 52,677 shares of the company’s stock, valued at approximately $92,531,364.66. This trade represents a 3.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 6,225 shares of company stock valued at $10,166,297. Company insiders own 0.21% of the company’s stock.

Sandisk Stock Performance Shares of NASDAQ SNDK opened at $1,599.27 on Thursday. Sandisk Corporation has a fifty-two week low of $40.10 and a fifty-two week high of $2,354.39. The company has a market cap of $236.84 billion, a price-to-earnings ratio of 55.59 and a beta of 4.74. The business’s 50 day moving average price is $1,748.90 and its 200-day moving average price is $1,075.37.

Sandisk (NASDAQ:SNDK – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The data storage provider reported $23.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $14.17 by $9.24. Sandisk had a return on equity of 44.06% and a net margin of 34.19%.The company had revenue of $5.95 billion during the quarter. During the same quarter in the previous year, the firm earned ($0.30) EPS. Sandisk’s revenue was up 251.0% compared to the same quarter last year. Sandisk has set its Q4 2026 guidance at 30.000-33.000 EPS. Sell-side analysts predict that Sandisk Corporation will post 64.52 earnings per share for the current year.

About Sandisk (Free Report)

SanDisk Corporation offers flash storage solutions. The Company designs, develops and manufactures data storage solutions in a range of form factors using flash memory, controller, firmware and software technologies. The Company operates through flash memory storage products segment. Its solutions include a range of solid state drives (SSD), embedded products, removable cards, universal serial bus (USB), drives, wireless media drives, digital media players, and wafers and components. It offers SSDs for client computing applications, which encompass desktop computers, notebook computers, tablets and other computing devices.

See Also Five stocks we like better than Sandisk Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding SNDK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Sandisk Corporation (NASDAQ:SNDK – Free Report).

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« PREVIOUS HEADLINENebius Group N.V. $NBIS Holdings Boosted by California Public Employees Retirement System

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Net Interest Margin Expansion Drives Record Quarterly Revenue of $126 million;
Strong Year-Over-Year Core Deposit and Business Loan Growth

Announces Plans to Resume Share Buybacks

HAUPPAUGE, N.Y., July 23, 2026 (GLOBE NEWSWIRE) -- Dime Commercial Bancshares, Inc. (NYSE: DCOM) (the “Company” or “Dime”), the parent company of Dime Commercial Bank (the “Bank”), today reported net income available to common stockholders of $33.0 million for the quarter ended June 30, 2026, or $0.75 per diluted common share, compared to net income available to common stockholders of $32.8 million, or $0.75 per diluted common share, for the quarter ended March 31, 2026 and net income available to common stockholders of $27.9 million for the quarter ended June 30, 2025, or $0.64 per diluted common share.

Adjusted net income available to common stockholders (non-GAAP) was $34.7 million and adjusted diluted EPS (non-GAAP) was $0.79 per share for the quarter ended June 30, 2026, compared to $0.74 per share for the quarter ended March 31, 2026 and $0.64 for the quarter ended June 30, 2025 (see "Non-GAAP Reconciliation" tables at the end of this news release).

Stuart H. Lubow, President and Chief Executive Officer (“CEO”) of the Company, stated, “Dime continues to execute on our growth plan and delivered record quarterly revenue. Second quarter results were marked by strong growth in business loans as our commercial banking teams are converting their robust pipelines. Recognizing the progress we have made in creating a high-quality balance sheet, Kroll Bond Rating Agency recently issued a “Positive” ratings outlook for Dime. Finally, and in recognition of our evolution into a commercial and private banking powerhouse, we recently completed our re-brand to “Dime Commercial Bank”.”

Capital Return: Mr. Lubow, stated, “In light of our strong capital position, lower CRE concentration levels, stress testing results, and improving profitability, we are pleased to announce that we expect to begin repurchasing our shares in the third quarter.”

Highlights for the Second Quarter of 2026 included:

Adjusted diluted EPS of $0.79 per share for the second quarter of 2026, compared to $0.64 per share for the second quarter of 2025;Total deposits increased $937.0 million on a year-over-year basis;Core deposits (excluding brokered and time deposits) increased $948.3 million on a year-over-year basis;Average non-interest-bearing deposits to average total deposits for the second quarter increased to 31.0%;Business loans grew $280.8 million on a linked quarter basis and $743.0 million on a year-over-year basis;The net interest margin increased to 3.28% for the second quarter of 2026 compared to 3.21% for the prior quarter;The efficiency ratio decreased to 51.2% for the second quarter of 2026 compared to 55.0% for second quarter of 2025;The adjusted efficiency ratio decreased to 49.9% for the second quarter of 2026 compared to 54.7% for the second quarter of 2025;The Company’s Tier 1 Common Equity Ratio increased to 11.99% at the end of the second quarter;The Company’s Consolidated CRE Concentration ratio was proactively managed lower to 352%; andNon-performing assets declined by 28% on a linked quarter basis and represented 0.46% of Total Assets.
Management’s Discussion of Quarterly Operating Results

Net Interest Income

Net interest income for the second quarter of 2026 was $115.2 million compared to $112.3 million for the first quarter of 2026 and $98.1 million for the second quarter of 2025. The Net Interest Margin for the second quarter of 2026 was 3.28% compared to 3.21% for the first quarter of 2026 and 2.98% for the second quarter of 2025.

Mr. Lubow commented, “We continue to have a significant loan repricing opportunity that we anticipate will continue through 2027. Additionally, growth in core deposits and business loans will benefit us over time as we continue to grow our customer base. Our substantial liquidity position, which includes $1.9 billion of cash, provides us with the flexibility to take advantage of lending opportunities as they arise. Dime’s asset liability management profile, which is underpinned by our cash position and a growing floating rate loan portfolio, positions us well for a variety of interest rate scenarios.”

Loan Portfolio

The ending weighted average rate (“WAR”) on the total loan portfolio was 5.36% at June 30, 2026, an 8-basis point increase compared to the ending WAR of 5.28% on the total loan portfolio at March 31, 2026.

Outlined below are loan balances and WARs for the quarter ended as indicated.

                   June 30, 2026 March 31, 2026 June 30, 2025 (Dollars in thousands) Balance WAR(1) Balance WAR(1) Balance WAR(1) Loans held for investment balances at period end:                Business loans(2) $3,645,194 6.32%$3,364,435 6.28%$2,902,170 6.65%One-to-four family residential and coop/condo apartment  1,075,904 5.04  1,047,920 4.97  998,677 4.85 Multifamily residential and residential mixed-use(3)(4)  3,113,647 4.48  3,249,582 4.47  3,693,481 4.48 Non-owner-occupied commercial real estate  2,770,751 5.14  2,840,817 5.05  3,128,453 5.12 Acquisition, development, and construction  90,476 7.10  100,574 7.41  141,755 8.28 Other loans  8,401 11.81  9,597 11.53  6,336 11.08 Loans held for investment $10,704,373 5.36%$10,612,925 5.28%$10,870,872 5.33% (1)WAR is calculated by aggregating interest based on the current loan rate from each loan in the category, adjusted for non-accrual loans, divided by the total balance of loans in the category.(2)Business loans include commercial and industrial loans, and owner-occupied commercial real estate loans. At June 30, 2025, business loans included balances related to Paycheck Protection Program (“PPP”) loans; no PPP loans were outstanding at June 30, 2026 or March 31, 2026.(3)Includes loans underlying multifamily cooperatives.(4)While the loans within this category are often considered "commercial real estate" in nature, multifamily and loans underlying cooperatives are reported separately from commercial real estate loans in order to emphasize the residential nature of the collateral underlying this significant component of the total loan portfolio.   Outlined below are the loan originations for the quarter ended as indicated.

          (Dollars in millions) Q2 2026 Q1 2026 Q2 2025Originations Excluding New Lines of Credit $255.3 $220.4 $227.3Originations Including New Lines of Credit  533.4  500.1  450.5           Deposits and Borrowed Funds

Period end total deposits (including mortgage escrow deposits) at June 30, 2026 were $12.68 billion, compared to $12.60 billion at March 31, 2026 and $11.74 billion at June 30, 2025.

Brokered deposits were $200.0 million at June 30, 2026, compared to $215.0 million at March 31, 2026 and $200.0 million at June 30, 2025. Total Federal Home Loan Bank advances were $385.0 million at June 30, 2026, compared to $435.0 million at March 31, 2026 and $508.0 million at June 30, 2025.

Non-Interest Income

Non-interest income was $11.3 million during the second quarter of 2026, $11.3 million during the first quarter of 2026, and $11.6 million during the second quarter of 2025. Excluding the fair value change in equity securities and loans held for sale, and loss (gain) on sale of securities, loans and other assets, non-interest income was $13.2 million during the second quarter of 2026, $11.7 million during the first quarter of 2026 and $11.4 million during the second quarter of 2025.

Non-Interest Expense

Total non-interest expense was $64.7 million during the second quarter of 2026, $62.8 million during the first quarter of 2026, and $60.3 million during the second quarter of 2025. Excluding the impact of the net loss (gain) on extinguishment of debt, amortization of other intangible assets and severance expense, adjusted non-interest expense was $64.1 million during the second quarter of 2026, $63.4 million during the first quarter of 2026, and $59.9 million during the second quarter of 2025 (see “Non-GAAP Reconciliation” tables at the end of this news release).

The ratio of non-interest expense to average assets was 1.74% during the second quarter of 2026, compared to 1.68% during the linked quarter and 1.72% during the second quarter of 2025. Excluding the impact of the net loss (gain) on extinguishment of debt, amortization of other intangible assets and severance expense, the ratio of adjusted non-interest expense to average assets was 1.72% during the second quarter of 2026, 1.69% during the first quarter of 2026, and 1.71% during the second quarter of 2025 (see “Non-GAAP Reconciliation” tables at the end of this news release).

The efficiency ratio was 51.2% during the second quarter of 2026, compared to 50.8% during the linked quarter and 55.0% during the second quarter of 2025. Excluding the impact of loss (gain) on sale of securities, loans and other assets, fair value change in equity securities and loans held for sale, severance expense, net loss (gain) on extinguishment of debt, and amortization of other intangible assets, the adjusted efficiency ratio was 49.9% during the second quarter of 2026, compared to 51.2% during the linked quarter and 54.7% during the second quarter of 2025 (see “Non-GAAP Reconciliation” tables at the end of this news release).

Mr. Lubow commented, “Our organic growth strategy is paying dividends as evidenced by a decline in the core efficiency ratio to below 50% for the second quarter. Growth in revenues is anticipated to continue to drive the efficiency ratio lower in the years ahead.”

Income Tax Expense

Income tax expense was $13.1 million during the second quarter of 2026, $13.9 million during the first quarter of 2026, and $10.5 million during the second quarter of 2025. The effective tax rate for the second quarter of 2026 was 27.3%, compared to 28.7% for the first quarter of 2026 and 26.1% for the second quarter of 2025.

Credit Quality

Non-performing assets were $69.0 million at June 30, 2026, compared to $95.6 million at March 31, 2026 and $53.2 million at June 30, 2025.

A credit loss provision of $13.9 million was recorded during the second quarter of 2026, compared to $12.3 million during the first quarter of 2026, and $9.2 million during the second quarter of 2025.

Capital Management

Stockholders’ equity increased $23.5 million to $1.52 billion at June 30, 2026, compared to $1.50 billion at March 31, 2026.

The Company’s and the Bank’s regulatory capital ratios continued to be in excess of all applicable regulatory requirements as of June 30, 2026. All risk-based regulatory capital ratios increased during the second quarter of 2026.

Dividends per common share were $0.25 during the second quarter of 2026 and the first quarter of 2026, respectively.

Book value per common share was $31.79 at June 30, 2026 compared to $31.33 at March 31, 2026.

Tangible common book value per share (which represents common equity less goodwill and other intangible assets, divided by the number of shares outstanding) was $28.21 at June 30, 2026 compared to $27.73 at March 31, 2026 (see “Non-GAAP Reconciliation” tables at the end of this news release).

Earnings Call Information

The Company will conduct a conference call at 8:30 a.m. (ET) on Thursday, July 23, 2026, during which CEO Lubow will discuss the Company’s second quarter 2026 financial performance, with a question-and-answer session to follow.

Participants may access the conference call via webcast using this link: https://edge.media-server.com/mmc/p/kjwp3pui. To participate via telephone, please register in advance using this link: https://register-conf.media-server.com/register/BI0e414999c97e4bf0bc9fe67d53be989f. Upon registration, all telephone participants will receive a one-time confirmation email detailing how to join the conference call, including the dial-in number along with a unique PIN that can be used to access the call. All participants are encouraged to dial-in 10 minutes prior to the start time.

A replay of the conference call and webcast will be available on-demand for 12 months at https://edge.media-server.com/mmc/p/kjwp3pui.

ABOUT DIME COMMERCIAL BANCSHARES, INC.
Dime Commercial Bancshares, Inc. is the holding company for Dime Commercial Bank, a New York State-chartered trust company with approximately $15 billion in assets and the number one deposit market share on Greater Long Island (1).

(1)Aggregate deposit market share for Kings, Queens, Nassau & Suffolk counties for commercial banks with less than $20 billion in assets.   This news release contains a number of forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). These statements may be identified by use of words such as “annualized," “anticipate," "believe," “continue,” "could," "estimate," "expect," "intend," “likely,” "may," "outlook," "plan," "potential," "predict," "project," "should," "will," "would" and similar terms and phrases, including references to assumptions. Any forward-looking statements presented herein are made only as of the date of this release, and the Company does not undertake any obligation to update or revise any forward-looking statements to reflect changes in assumptions, the occurrence of unanticipated events, or otherwise, except as may be required by law.

Forward-looking statements are based upon various assumptions and analyses made by the Company in light of management's experience and its perception of historical trends, current conditions and expected future developments, as well as other factors it believes are appropriate under the circumstances. These statements are not guarantees of future performance and are subject to risks, uncertainties and other factors (many of which are beyond the Company's control) that could cause actual results to differ materially from future results expressed or implied by such forward-looking statements. Accordingly, you should not place undue reliance on such statements. Factors that could affect our results include, without limitation, the following: the timing and occurrence or non-occurrence of events may be subject to circumstances beyond the Company’s control; there may be increases in competitive pressure among financial institutions or from non-financial institutions; changes in the interest rate environment may affect demand for our products and reduce interest margins and the value of our investments; changes in government monetary or fiscal policies and actions may adversely affect our customers, cost of credit and overall result of operations; changes in deposit flows, the cost of funds, loan demand or real estate values may adversely affect the business of the Company; changes in the quality and composition of the Company’s loan or investment portfolios or unanticipated or significant increases in loan losses may negatively affect the Company’s financial condition or results of operations; changes in accounting principles, policies or guidelines may cause the Company’s financial condition to be perceived differently; changes in corporate and/or individual income tax laws may adversely affect the Company's financial condition or results of operations; general socio-economic conditions, public health emergencies, international conflict, inflation, tariffs, and recessionary pressures, either nationally or locally in some or all areas in which the Company conducts business, or conditions in the securities markets or the banking industry may be less favorable than the Company currently anticipates and may adversely affect our customers, our financial results and our operations; legislation or regulatory changes may adversely affect the Company’s business; technological changes may be more difficult or expensive than the Company anticipates; there may be failures or breaches of information technology security systems; success or consummation of new business initiatives may be more difficult or expensive than the Company anticipates; there may be difficulties or unanticipated expense incurred in the consummation of new business initiatives or the integration of any acquired entities; and litigation or other matters before regulatory agencies, whether currently existing or commencing in the future, may delay the occurrence or non-occurrence of events longer than the Company anticipates. For discussion of these and other risks that may cause actual results to differ from expectations, please refer to the sections entitled “Forward-Looking Statements” and “Risk Factors” in the Company’s most recent Annual Report on Form 10-K and updates set forth in the Company’s subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K.

Contact: Avinash Reddy Senior Executive Vice President – Chief Operating Officer and Chief Financial Officer 718-782-6200 extension 5909  DIME COMMERCIAL BANCSHARES, INC. AND SUBSIDIARIES
UNAUDITED CONSOLIDATED STATEMENTS OF FINANCIAL CONDITION
(In thousands)            June 30, March 31, December 31,  2026  2026  2025 Assets:         Cash and due from banks $1,934,594  $2,059,618  $2,353,966 Securities available-for-sale, at fair value  895,251   838,219   797,935 Securities held-to-maturity  706,606   647,842   618,901 Loans held for sale  1,862   38,225   1,989 Loans held for investment, net:         Business loans(1)  3,645,194   3,364,435   3,240,600 One-to-four family residential and coop/condo apartment  1,075,904   1,047,920   1,035,983 Multifamily residential and residential mixed-use(2)(3)  3,113,647   3,249,582   3,424,565 Non-owner-occupied commercial real estate  2,770,751   2,840,817   2,933,287 Acquisition, development and construction  90,476   100,574   117,215 Other loans  8,401   9,597   6,558 Allowance for credit losses  (104,963)  (100,673)  (97,372)Total loans held for investment, net  10,599,410   10,512,252   10,660,836 Premises and fixed assets, net  30,570   30,580   31,255 Restricted stock  61,167   63,659   67,197 BOLI  417,459   404,657   401,163 Goodwill  155,797   155,797   155,797 Other intangible assets  2,534   2,729   2,938 Operating lease assets  36,830   39,551   42,876 Derivative assets  70,545   70,811   76,315 Accrued interest receivable  56,282   57,690   55,572 Other assets  74,046   77,873   74,891 Total assets $15,042,953  $14,999,503  $15,341,631 Liabilities:         Non-interest-bearing checking (excluding mortgage escrow deposits) $3,946,965  $3,777,787  $3,915,081 Interest-bearing checking  1,140,667   1,066,620   1,178,281 Savings (excluding mortgage escrow deposits)  1,621,056   1,701,899   1,777,143 Money market  4,853,645   4,874,544   4,806,572 Certificates of deposit  1,068,824   1,089,893   1,117,118 Deposits (excluding mortgage escrow deposits)  12,631,157   12,510,743   12,794,195 Non-interest-bearing mortgage escrow deposits  45,980   88,267   47,051 Interest-bearing mortgage escrow deposits  —   —   — Total mortgage escrow deposits  45,980   88,267   47,051 Total deposits (including mortgage escrow deposits)  12,677,137   12,599,010   12,841,246 FHLBNY advances  385,000   435,000   508,000 Subordinated debt, net  231,186   231,058   272,503 Derivative cash collateral  61,790   57,630   52,400 Operating lease liabilities  39,626   42,431   45,729 Derivative liabilities  69,631   69,305   73,573 Other liabilities  58,127   68,099   72,411 Total liabilities  13,522,497   13,502,533   13,865,862 Stockholders' equity:         Preferred stock, Series A  116,569   116,569   116,569 Common stock  462   462   462 Additional paid-in capital  622,636   622,415   623,041 Retained earnings  898,089   876,133   854,167 Accumulated other comprehensive loss ("AOCI"), net of deferred taxes  (31,573)  (33,019)  (31,468)Unearned equity awards  (17,590)  (15,803)  (8,661)Treasury stock, at cost  (68,137)  (69,787)  (78,341)Total stockholders' equity  1,520,456   1,496,970   1,475,769 Total liabilities and stockholders' equity $15,042,953  $14,999,503  $15,341,631  (1)Business loans include commercial and industrial loans, and owner-occupied commercial real estate loans.(2)Includes loans underlying multifamily cooperatives.(3)While the loans within this category are often considered "commercial real estate" in nature, multifamily and loans underlying cooperatives are here reported separately from commercial real estate loans in order to emphasize the residential nature of the collateral underlying this significant component of the total loan portfolio. DIME COMMERCIAL BANCSHARES, INC. AND SUBSIDIARIES
UNAUDITED CONSOLIDATED STATEMENTS OF OPERATIONS
(Dollars in thousands except share and per share amounts)                  Three Months Ended Six Months Ended  June 30, March 31, June 30, June 30, June 30,  2026  2026  2025 2026  2025Interest income:               Loans $143,892  $142,090  $145,448 $285,982  $288,153Securities  14,518   12,788   11,353  27,306   22,676Other short-term investments  16,840   18,522   10,749  35,362   18,586Total interest income  175,250   173,400   167,550  348,650   329,415Interest expense:               Deposits and escrow  52,171   52,364   60,181  104,535   118,255Borrowed funds  7,351   8,300   8,354  15,651   16,735Derivative cash collateral  542   485   918  1,027   2,115Total interest expense  60,064   61,149   69,453  121,213   137,105Net interest income  115,186   112,251   98,097  227,437   192,310Provision for credit losses  13,875   12,313   9,221  26,188   18,847Net interest income after provision  101,311   99,938   88,876  201,249   173,463Non-interest income:               Service charges and other fees  6,483   5,730   4,642  12,213   9,285Title fees  187   142   118  329   216Loan level derivative income  535   472   942  1,007   1,003BOLI income  5,038   4,558   4,186  9,596   8,179Gain on sale of Small Business Administration ("SBA") loans  196   —   387  196   469Gain on sale of residential loans  49   72   50  121   82Fair value change in equity securities and loans held for sale  38   (38)  83  —   101Gain on securities  —   —   149  —   149Loss on sale of loans and other assets  (2,000)  (320)  —  (2,320)  —Other  740   730   1,038  1,470   1,744Total non-interest income  11,266   11,346   11,595  22,612   21,228Non-interest expense:               Salaries and employee benefits  39,781   39,593   36,218  79,374   71,869Severance  454   102   136  556   212Occupancy and equipment  7,899   8,209   7,729  16,108   15,731Data processing costs  5,151   5,423   4,903  10,574   9,697Marketing  1,951   2,025   1,756  3,976   3,422Professional services  2,325   1,909   2,097  4,234   4,213Federal deposit insurance premiums  1,712   1,266   1,692  2,978   3,739Net loss (gain) on extinguishment of debt  2   (974)  —  (972)  —Loss due to pension settlement  —   —   —  —   7,231Amortization of other intangible assets  195   209   235  404   487Other  5,231   4,994   5,533  10,225   9,209Total non-interest expense  64,701   62,756   60,299  127,457   125,810Income before taxes  47,876   48,528   40,172  96,404   68,881Income tax expense  13,062   13,946   10,475  27,008   17,726Net income  34,814   34,582   29,697  69,396   51,155Preferred stock dividends  1,821   1,822   1,821  3,643   3,643Net income available to common stockholders $32,993  $32,760  $27,876 $65,753  $47,512 DIME COMMERCIAL BANCSHARES, INC. AND SUBSIDIARIES
UNAUDITED COMMON SHARE DATA
(Dollars in thousands except per share amounts)                  Three Months Ended Six Months EndedGAAP June 30, 2026 March 31, 2026 June 30, 2025 June 30, 2026 June 30, 2025Net income available to common stockholders $32,993  $32,760  $27,876  $65,753  $47,512 Less: Dividends paid and earnings allocated to participating securities  (687)  (593)  (516)  (1,280)  (830)Income attributable to common stock - Basic and Diluted $32,306  $32,167  $27,360   64,473   46,682                 Weighted-average common shares outstanding  43,218,619   43,109,118   43,030,023   43,164,171   42,989,581                 Basic and diluted earnings per share ("EPS")(1) $0.75  $0.75  $0.64  $1.49  $1.09                 Non-GAAP            Adjusted net income available to common stockholders(2) $34,663  $32,405  $27,863  $67,068  $52,551 Less: Dividends paid and earnings allocated to participating securities  (722)  (586)  (516)  (1,308)  (910)Adjusted income attributable to common stock - Basic and Diluted $33,941  $31,819  $27,347  $65,760  $51,641                 Weighted-average common shares outstanding  43,218,619   43,109,118   43,030,023   43,164,171   42,989,581                 Adjusted basic and diluted EPS(3) $0.79  $0.74  $0.64  $1.52  $1.20  (1)The earnings per share is calculated by dividing income attributable to common stock by weighted-average common shares outstanding.(2)See "Non-GAAP Reconciliation" tables for reconciliation of reported and adjusted (non-GAAP) net income available to common stockholders.(3)The adjusted earnings per share is calculated by dividing adjusted income attributable to common stock by weighted-average common shares outstanding. DIME COMMERCIAL BANCSHARES, INC. AND SUBSIDIARIES
UNAUDITED SELECTED FINANCIAL HIGHLIGHTS
(Dollars in thousands except per share amounts)                   At or For the Three Months Ended At or For the Six Months Ended   June 30, March 31, June 30, June 30, June 30,   2026 2026 2025 2026 2025 Per Share Data:                Reported EPS (Diluted) $0.75 $0.75 $0.64 $1.49 $1.09 Cash dividends paid per common share  0.25  0.25  0.25  0.50  0.50 Book value per common share  31.79  31.33  29.95  31.79  29.95 Tangible common book value per share(1)  28.21  27.73  26.32  28.21  26.32 Common shares outstanding  44,158  44,057  43,889  44,158  43,889 Dividend payout ratio  33.33% 33.33% 39.06% 33.56% 45.87%                 Performance Ratios (Based upon Reported Net Income):                Return on average assets  0.94% 0.92% 0.85% 0.93% 0.74%Return on average equity  9.15  9.20  8.28  9.17  7.16 Return on average tangible common equity(1)  10.62  10.72  9.68  10.67  8.30 Net interest margin  3.28  3.21  2.98  3.24  2.96 Non-interest expense to average assets  1.74  1.68  1.72  1.71  1.81 Efficiency ratio  51.2  50.8  55.0  51.0  58.9 Effective tax rate  27.28  28.74  26.08  28.02  25.73                  Balance Sheet Data:                Average assets $14,862,346 $14,981,498 $14,013,592 $14,921,593 $13,896,281 Average interest-earning assets  14,086,464  14,202,286  13,195,116  14,144,055  13,079,859 Average tangible common equity(1)  1,247,394  1,228,003  1,158,738  1,237,751  1,152,361 Loan-to-deposit ratio at end of period(2)  84.4% 84.2% 92.6% 84.4% 92.6%                 Capital Ratios and Reserves - Consolidated:                Tangible common equity to tangible assets(1) (3)  8.37% 8.23% 8.22%      Tangible equity to tangible assets(1) (3)  9.15  9.02  9.05       Tier 1 common equity ratio(3)  11.99  11.87  11.25       Tier 1 risk-based capital ratio(3)  13.09  12.97  12.34       Total risk-based capital ratio(3)  16.30  16.17  15.84       Tier 1 leverage ratio(3)  9.46  9.24  9.43       Consolidated CRE concentration ratio(3)(4)  352  371  425       Allowance for credit losses/ Total loans  0.98  0.95  0.86       Allowance for credit losses/ Non-performing loans held for investment  157.09  176.20  175.12        (1)See "Non-GAAP Reconciliation" tables for reconciliation of tangible equity, tangible common equity, and tangible assets.(2)Total deposits include mortgage escrow deposits, which fluctuate seasonally.(3)June 30, 2026 ratios are preliminary pending completion and filing of the Company’s regulatory reports.(4)The Consolidated CRE concentration ratio is calculated using the sum of commercial real estate, excluding owner-occupied commercial real estate, multifamily, and acquisition, development, and construction, divided by consolidated capital. The June 30, 2026 ratio is preliminary pending completion and filing of the Company’s regulatory reports. DIME COMMERCIAL BANCSHARES, INC. AND SUBSIDIARIES
UNAUDITED AVERAGE BALANCES AND NET INTEREST INCOME
(Dollars in thousands)                            Three Months Ended   June 30, 2026 March 31, 2026 June 30, 2025         Average       Average       Average   Average    Yield/ Average    Yield/ Average    Yield/   Balance Interest Cost Balance Interest Cost Balance Interest Cost Assets:                         Interest-earning assets:                         Business loans $3,489,614 $56,520 6.50%$3,274,659 $52,406 6.49%$2,798,899 $46,593 6.68%One-to-four family residential and coop/condo apartment  1,064,043  12,588 4.75  1,041,802  12,383 4.82  981,138  11,532 4.71 Multifamily residential and residential mixed-use  3,195,372  35,930 4.51  3,363,792  37,698 4.55  3,740,939  42,462 4.55 Non-owner-occupied commercial real estate  2,815,624  37,117 5.29  2,910,973  37,497 5.22  3,175,062  41,822 5.28 Acquisition, development, and construction  90,738  1,711 7.56  106,808  2,079 7.89  136,154  3,009 8.86 Other loans  8,580  26 1.22  8,329  27 1.31  7,135  30 1.69 Total loans  10,663,971  143,892 5.41  10,706,363  142,090 5.38  10,839,327  145,448 5.38 Securities  1,582,300  14,518 3.68  1,451,425  12,788 3.57  1,361,383  11,353 3.34 Other short-term investments  1,840,193  16,840 3.67  2,044,498  18,522 3.67  994,406  10,749 4.34 Total interest-earning assets  14,086,464  175,250 4.99% 14,202,286  173,400 4.95% 13,195,116  167,550 5.09%Non-interest-earning assets  775,882       779,212       818,476      Total assets $14,862,346      $14,981,498      $14,013,592                                Liabilities and Stockholders' Equity:                         Interest-bearing liabilities:                         Interest-bearing checking(1) $1,040,981 $4,058 1.56%$1,133,722 $4,793 1.71%$943,716 $4,141 1.76%Money market  4,796,008  30,049 2.51  4,761,610  28,801 2.45  4,174,694  32,818 3.15 Savings(1)  1,684,130  9,826 2.34  1,742,334  10,042 2.34  1,925,224  14,048 2.93 Certificates of deposit  1,075,789  8,238 3.07  1,105,241  8,728 3.20  1,075,729  9,174 3.42 Total interest-bearing deposits  8,596,908  52,171 2.43  8,742,907  52,364 2.43  8,119,363  60,181 2.97 FHLBNY advances  418,517  3,541 3.39  479,534  3,850 3.26  508,000  4,053 3.20 Subordinated debt, net  231,102  3,810 6.61  271,596  4,449 6.64  272,385  4,301 6.33 Other short-term borrowings  —  — —  122  1 3.32  —  — — Total borrowings  649,619  7,351 4.54  751,252  8,300 4.48  780,385  8,354 4.29 Derivative cash collateral  62,134  542 3.50  52,708  485 3.73  79,188  918 4.65 Total interest-bearing liabilities  9,308,661  60,064 2.59% 9,546,867  61,149 2.60% 8,978,936  69,453 3.10%Non-interest-bearing checking(1)  3,864,575       3,747,722       3,412,215      Other non-interest-bearing liabilities  166,688       183,678       187,774      Total liabilities  13,339,924       13,478,267       12,578,925      Stockholders' equity  1,522,422       1,503,231       1,434,667      Total liabilities and stockholders' equity $14,862,346      $14,981,498      $14,013,592      Net interest income    $115,186      $112,251      $98,097   Net interest rate spread       2.40%      2.35%      1.99%Net interest margin       3.28%      3.21%      2.98%Deposits (including non-interest-bearing checking accounts)(1) $12,461,483 $52,171 1.68%$12,490,629 $52,364 1.70%$11,531,578 $60,181 2.09% (1)Includes mortgage escrow deposits. DIME COMMERCIAL BANCSHARES, INC. AND SUBSIDIARIES
UNAUDITED SCHEDULE OF NON-PERFORMING ASSETS
(Dollars in thousands)            At or For the Three Months Ended  June 30, March 31, June 30,Asset Quality Detail 2026  2026  2025 Non-performing loans held for investment ("NPLs")         Business loans $23,898  $24,257  $18,007 One-to-four family residential and coop/condo apartment  4,465   4,088   1,642 Multifamily residential and residential mixed-use  26,893   —   — Non-owner-occupied commercial real estate  11,151   28,368   32,908 Acquisition, development, and construction  412   412   657 Other loans  —   11   — Non-accrual loans held for investment $66,819  $57,136  $53,214 Non-accrual loans held for investment / Total loans held for investment  0.62%  0.54%  0.49%          Non-accrual loans held for sale $1,750  $38,000  $— Total non-accrual loans $68,569  $95,136  $53,214 Total non-accrual loans/ Total loans  0.64%  0.89%  0.49%          Total non-performing assets ("NPAs")(1) $69,019  $95,586  $53,214           Total loans 90 days delinquent and accruing ("90+ Delinquent") $—  $—  $—           NPAs and 90+ Delinquent $69,019  $95,586  $53,214           NPAs and 90+ Delinquent / Total assets  0.46%  0.64%  0.37%          Net loan charge-offs ("NCOs") $9,662  $8,574  $5,405 NCOs / Average loans(2)  0.36%  0.32%  0.20% (1)June 30, 2026 and March 31, 2026 balances include one non-performing available-for-sale security in the amount of $450 thousand.(2)Calculated based on annualized NCOs to average loans. DIME COMMERCIAL BANCSHARES, INC. AND SUBSIDIARIES
NON-GAAP RECONCILIATION
(Dollars in thousands except per share amounts)

The following tables below provide a reconciliation of certain financial measures calculated under generally accepted accounting principles ("GAAP") (as reported) and non-GAAP measures. A non-GAAP financial measure is a numerical measure of historical or future financial performance, financial position or cash flows that excludes or includes amounts that are required to be disclosed in the most directly comparable measure calculated and presented in accordance with GAAP in the United States. The Company’s management believes the presentation of non-GAAP financial measures provides investors with a greater understanding of the Company’s operating results in addition to the results measured in accordance with GAAP. While management uses these non-GAAP measures in its analysis of the Company’s performance, this information should not be viewed as a substitute for financial results determined in accordance with GAAP or considered to be more important than financial results determined in accordance with GAAP.

The following non-GAAP financial measures exclude pre-tax income and expenses associated with the fair value change in equity securities and loans held for sale, loss (gain) on sale of securities, loans and other assets, severance, net loss (gain) on extinguishment of debt and loss due to pension settlement.

                   Three Months Ended Six Months Ended   June 30, March 31, June 30, June 30, June 30,   2026  2026  2025  2026  2025  Reconciliation of Reported and Adjusted (non-GAAP) Net Income Available to Common Stockholders                Reported net income available to common stockholders $32,993  $32,760  $27,876  $65,753  $47,512  Adjustments to net income(1):                Fair value change in equity securities and loans held for sale  (38)  38   (83)  —   (101) Loss (gain) on sale of securities, loans and other assets  2,000   320   (72)  2,320   (72) Severance  454   102   136   556   212  Net loss (gain) on extinguishment of debt  2   (974)  —   (972)  —  Loss due to pension settlement  —   —   —   —   7,231  Income tax effect of adjustments noted above(1)  (748)  159   6   (589)  (2,231) Adjusted net income available to common stockholders (non-GAAP) $34,663  $32,405  $27,863  $67,068  $52,551                   Adjusted Ratios (Based upon Adjusted (non-GAAP) Net Income as calculated above)                Adjusted EPS (Diluted) $0.79  $0.74  $0.64  $1.52  $1.20  Adjusted return on average assets  0.98 % 0.91 % 0.85 % 0.95 % 0.81 %Adjusted return on average equity  9.59   9.11   8.28   9.35   7.87  Adjusted return on average tangible common equity  11.16   10.60   9.67   10.88   9.18  Adjusted non-interest expense to average assets  1.72   1.69   1.71   1.71   1.70  Adjusted efficiency ratio  49.9   51.2   54.7   50.5   55.2   (1)Adjustments to net income are taxed at the Company's approximate statutory tax rate.   The following table presents a reconciliation of operating expense as a percentage of average assets (as reported) and adjusted operating expense as a percentage of average assets (non-GAAP):

                  Three Months Ended  Six Months Ended  June 30,  March 31,  June 30,  June 30,  June 30,   2026   2026   2025   2026   2025  Operating expense as a % of average assets - as reported 1.74 % 1.68 % 1.72 % 1.71 % 1.81 %Severance (0.01)  —   —   (0.01)  —  Net loss (gain) on extinguishment of debt —   0.02   —   0.01   —  Loss due to pension settlement —   —   —   —   (0.10) Amortization of other intangible assets (0.01)  (0.01)  (0.01)  —   (0.01) Adjusted operating expense as a % of average assets (non-GAAP) 1.72 % 1.69 % 1.71 % 1.71 % 1.70 %                      The following table presents a reconciliation of efficiency ratio (non-GAAP) and adjusted efficiency ratio (non-GAAP):

                   Three Months Ended Six Months Ended   June 30, March 31, June 30, June 30, June 30,   2026  2026  2025  2026  2025  Efficiency ratio - as reported (non-GAAP)(1)  51.2 % 50.8 % 55.0 % 51.0 % 58.9 %Non-interest expense - as reported $64,701  $62,756  $60,299  $127,457  $125,810  Severance  (454)  (102)  (136)  (556)  (212) Net (loss) gain on extinguishment of debt  (2)  974   —   972   —  Loss due to pension settlement  —   —   —   —   (7,231) Amortization of other intangible assets  (195)  (209)  (235)  (404)  (487) Adjusted non-interest expense (non-GAAP) $64,050  $63,419  $59,928  $127,469  $117,880  Net interest income - as reported $115,186  $112,251  $98,097  $227,437  $192,310  Non-interest income - as reported $11,266  $11,346  $11,595  $22,612  $21,228  Fair value change in equity securities and loans held for sale  (38)  38   (83)  —   (101) Loss (gain) on sale of securities, loans and other assets  2,000   320   (72)  2,320   (72) Adjusted non-interest income (non-GAAP) $13,228  $11,704  $11,440  $24,932  $21,055  Adjusted total revenues for adjusted efficiency ratio (non-GAAP) $128,414  $123,955  $109,537  $252,369  $213,365  Adjusted efficiency ratio (non-GAAP)(2)  49.9 % 51.2 % 54.7 % 50.5 % 55.2 % (1)The reported efficiency ratio is a non-GAAP measure calculated by dividing GAAP non-interest expense by the sum of GAAP net interest income and GAAP non-interest income.(2)The adjusted efficiency ratio is a non-GAAP measure calculated by dividing adjusted non-interest expense by the sum of GAAP net interest income and adjusted non-interest income.   The following table presents a reconciliation of pre-tax pre provision net revenue (non-GAAP) and adjusted pre-tax pre-provision net revenue (non-GAAP):

                  Three Months Ended Six Months Ended  June 30, March 31, June 30, June 30, June 30,  2026 2026 2025 2026 2025Financial Data:               Net interest income $115,186 $112,251 $98,097 $227,437 $192,310Non-interest income  11,266  11,346  11,595  22,612  21,228Total revenue  126,452  123,597  109,692  250,049  213,538Non-interest expense  64,701  62,756  60,299  127,457  125,810Pre-tax pre-provision net revenue (non-GAAP)(1) $61,751 $60,841 $49,393 $122,592 $87,728Adjusted pre-tax pre-provision net revenue (non-GAAP)(2) $64,364 $60,536 $49,609 $124,900 $95,485 (1)The reported pre-tax pre-provision net revenue is a non-GAAP measure calculated by adding GAAP net interest income and GAAP non-interest income less GAAP non-interest expense.(2)The adjusted pre-tax pre-provision net revenue is a non-GAAP measure calculated by adding GAAP net interest income and the adjusted non-interest income less the adjusted non-interest expense as shown in the reconciliation of efficiency ratio table above.   The following table presents the tangible common equity to tangible assets, tangible equity to tangible assets, and tangible common book value per share calculations (non-GAAP):

             June 30, March 31, June 30,   2026  2026  2025  Reconciliation of Tangible Assets:          Total assets $15,042,953  $14,999,503  $14,207,935  Goodwill  (155,797)  (155,797)  (155,797) Other intangible assets  (2,534)  (2,729)  (3,409) Tangible assets (non-GAAP) $14,884,622  $14,840,977  $14,048,729             Reconciliation of Tangible Common Equity - Consolidated:          Total stockholders' equity $1,520,456  $1,496,970  $1,431,006  Goodwill  (155,797)  (155,797)  (155,797) Other intangible assets  (2,534)  (2,729)  (3,409) Tangible equity (non-GAAP)  1,362,125   1,338,444   1,271,800  Preferred stock, net  (116,569)  (116,569)  (116,569) Tangible common equity (non-GAAP) $1,245,556  $1,221,875  $1,155,231             Common shares outstanding  44,158   44,057   43,889             Tangible common equity to tangible assets (non-GAAP)  8.37 % 8.23 % 8.22 %Tangible equity to tangible assets (non-GAAP)  9.15   9.02   9.05             Book value per common share $31.79  $31.33  $29.95  Tangible common book value per share (non-GAAP)  28.21   27.73   26.32  

Česká národní banka by mohla podle Jana Kubíčka v nadcházejících měsících ještě jednou zvýšit úrokové sazby. Člen bankovní rady uvedl, že o této možnosti budou centrální bankéři pravděpodobně diskutovat už v srpnu. Důvod ke spěchu však zatím nevidí a tržní sázky na rychlý růst sazeb považuje za přehnané.

ČNB v červnu zvýšila svou hlavní repo sazbu o 25 bazických bodů. Šlo o první zpřísnění měnové politiky za poslední čtyři roky.

Kubíček uvedl, že při hodnocení potřeby dalšího růstu sazeb sleduje především vývoj úvěrů, jádrové inflace, růstu mezd, cen nemovitostí a také to, do jaké míry se vyšší dlouhodobé tržní sazby promítají do úroků z úvěrů.

Trh aktuálně prostřednictvím FRA kontraktů zaceňuje tři zvýšení sazeb o 25 bazických bodů do prvního čtvrtletí příštího roku. FRA kontrakty slouží k zajištění budoucích úrokových sazeb a běžně se využívají jako indikátor očekávání trhu ohledně dalšího vývoje měnové politiky. 

Takový výhled označil Kubíček za přehnaný. Zároveň však dodal, že by ho uklidnilo zpomalení růstu mezd a jádrové inflace. „Uklidnilo by mě také, kdybychom viděli zpomalování jádrové inflace. Čekáme na to už delší dobu a stále v to věříme. Velmi by mi pomohlo i to, kdybychom alespoň viděli konec zrychlování všech typů úvěrů,“ řekl Kubíček.

Podle něj zároveň existují známky toho, že růst cen nemovitostí začíná kulminovat. Také růst mezd by měl zpomalit po překvapivě silném meziročním nárůstu o 8,1 % v prvním čtvrtletí.

Banky byly podle něj dosud pod konkurenčním tlakem, který jim bránil plně promítat vyšší dlouhodobé sazby do hypotečních úvěrů. To se však nyní může začínat měnit.

Dalším faktorem, který ČNB sleduje, je vývoj firemních marží. Banka zkoumá, zda podniky nevyužívají vyšších nákladů k navyšování ziskovosti. Data za první čtvrtletí však podle Kubíčka nic takového nenaznačují.

Celková meziroční inflace v Česku v červnu překvapivě klesla na 1,5 %, především díky vývoji cen potravin. Ceny služeb, které ČNB pečlivě sleduje, však nadále rostly svižným tempem 4,5 %. Jádrová inflace činila 2,8 %.

Kubíček zároveň uvedl, že neočekává, že by nová prognóza ČNB, která bude zveřejněna příští měsíc, přinesla výrazně odlišný pohled na ekonomiku oproti květnové prognóze. Podle něj by byla centrální banka spokojena, pokud inflace na začátku příštího roku nepřekročí horní hranici tolerančního pásma, tedy 3 % kolem dvouprocentního inflačního cíle.

Silná náladovost trhu

Vývoj tržních očekávání zároveň ukazuje, jak obtížné je dnes odhadovat další kroky centrálních bank. To platí nejen pro ČNB, ale také pro americký Fed, jehož budoucí rozhodování investoři v posledních týdnech výrazně přehodnocují.

Podle dat společnosti CME Group aktuálně trh přisuzuje přibližně 34% pravděpodobnost zvýšení sazeb na červencovém zasedání Fedu. Před týdnem přitom tato pravděpodobnost činila pouze 12 %, zatímco na konci června dosahovala 36 %. Jen 14. července se očekávání trhu změnila o 14 procentních bodů během jediného dne.

— Hedgeye (@Hedgeye) July 22, 2026 Významnou roli v těchto změnách hraje nejistota spojená s vývojem cen ropy a dopady konfliktu na Blízkém východě. Dražší energie tlačí vzhůru inflační očekávání, výnosy dluhopisů i náklady domácností, což následně ovlivňuje očekávanou trajektorii úrokových sazeb.

Pro investory je tak aktuálně mimořádně obtížné odhadovat další kroky centrálních bank. Geopolitické události i obtížně předvídatelné kroky americké administrativy mohou tržní očekávání měnit doslova ze dne na den. Současné prostředí proto ukazuje, že investoři by se měli více soustředit na příchozí ekonomická data než na krátkodobé výkyvy tržních sázek.

SummaryCompaniesUnderlying growth reached 7% in the six months to end-JuneOperating profit rose 9% as margin up 70 basis ​pointsLegal unit grew 10%LONDON, July 23 (Reuters) - Information and analytics group RELX (REL.L), opens new tab ‌reported accelerating growth in its scientific and legal divisions on Thursday, providing some relief to investors worried about the impact of AI companies like Anthropic on its business.

The British company reported underlying ​growth of 7% in the six months to end-June, while adjusted operating profit ​rose 9% as it improved its margin by 70 basis points.

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The ⁠performance of its scientific, technical and medical division and its legal unit was notable, ​with the former up by a record 6% and the latter up by 10%.

RELX ​reiterated its forecast for another year of "strong underlying growth" in revenue and adjusted operating profit.

Chief Executive Officer Erik Engstrom said an improving growth trajectory was driven by the shift towards higher-growth analytics and ​decision tools, underpinned by AI.

Shares in RELX and its rivals like Wolters Kluwer (WLSNc.AS), opens new tab and ​Thomson Reuters have been hit by concerns about the long-term impact of AI companies, such as ‌Anthropic's ⁠push into the legal sector, on their business.

RELX's shares rose 2.6% after its results, which analysts at Citi said should be taken positively. But they are still trading 35% lower than they were a year ago.

Chief Financial Officer Nick Luff said RELX was ​applying generative AI capabilities ​to its trusted ⁠and curated data to help its customers in the legal, scientific, and financial services sectors.

He said hundreds of thousands of professionals ​were using the tools such as Lexis+ with Protege daily.

"We serve ​professional markets ⁠where trust really matters, where people care about getting the right answer that they can absolutely rely on," he said in an interview on Thursday.

"If you think of doctors, ⁠researchers, lawyers ​and banks, they are making high-value decisions where ​being roughly right is not good enough."

RELX reported revenue of £4.87 billion ($6.51 billion) and adjusted operating profit of £1.73 billion ​for the period.

($1 = 0.7484 pounds)

Reporting by Paul Sandle; Editing by Muvija M and Tomasz Janowski

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

Posted by Defense World Staff on Jul 23rd, 2026

Bessemer Group Inc. reduced its holdings in shares of Waste Connections, Inc. (NYSE:WCN – Free Report) by 42.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,439 shares of the business services provider’s stock after selling 6,923 shares during the quarter. Bessemer Group Inc.’s holdings in Waste Connections were worth $1,534,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in WCN. Ritholtz Wealth Management increased its holdings in Waste Connections by 2.1% in the 4th quarter. Ritholtz Wealth Management now owns 3,042 shares of the business services provider’s stock valued at $533,000 after purchasing an additional 64 shares in the last quarter. Kestra Private Wealth Services LLC lifted its stake in shares of Waste Connections by 2.6% during the third quarter. Kestra Private Wealth Services LLC now owns 2,556 shares of the business services provider’s stock worth $449,000 after purchasing an additional 64 shares in the last quarter. WPG Advisers LLC lifted its stake in shares of Waste Connections by 7.7% during the fourth quarter. WPG Advisers LLC now owns 919 shares of the business services provider’s stock worth $161,000 after purchasing an additional 66 shares in the last quarter. Wilmington Savings Fund Society FSB boosted its position in shares of Waste Connections by 12.4% in the fourth quarter. Wilmington Savings Fund Society FSB now owns 607 shares of the business services provider’s stock worth $106,000 after buying an additional 67 shares during the period. Finally, Venturi Wealth Management LLC raised its holdings in shares of Waste Connections by 2.4% during the 4th quarter. Venturi Wealth Management LLC now owns 2,991 shares of the business services provider’s stock valued at $525,000 after buying an additional 71 shares during the period. Institutional investors and hedge funds own 86.09% of the company’s stock.

Waste Connections Stock Down 0.3% Shares of NYSE:WCN opened at $167.91 on Thursday. The firm has a market cap of $42.37 billion, a PE ratio of 40.95, a price-to-earnings-growth ratio of 2.95 and a beta of 0.49. The company has a fifty day simple moving average of $160.84 and a 200 day simple moving average of $163.28. The company has a current ratio of 0.69, a quick ratio of 0.69 and a debt-to-equity ratio of 1.13. Waste Connections, Inc. has a 12-month low of $146.89 and a 12-month high of $191.91.

Waste Connections (NYSE:WCN – Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The business services provider reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.35 by $0.15. The firm had revenue of $2.56 billion for the quarter, compared to the consensus estimate of $2.51 billion. Waste Connections had a net margin of 10.97% and a return on equity of 16.49%. The firm’s revenue was up 6.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.29 EPS. On average, equities research analysts anticipate that Waste Connections, Inc. will post 5.49 EPS for the current fiscal year.

Insider Activity In other news, COO Jason Craft sold 1,500 shares of Waste Connections stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $156.59, for a total value of $234,885.00. Following the completion of the transaction, the chief operating officer owned 32,861 shares in the company, valued at approximately $5,145,703.99. This trade represents a 4.37% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Ronald J. Mittelstaedt purchased 50,000 shares of the stock in a transaction dated Tuesday, May 12th. The stock was purchased at an average price of $152.24 per share, with a total value of $7,612,000.00. Following the completion of the acquisition, the chief executive officer directly owned 301,017 shares in the company, valued at approximately $45,826,828.08. The trade was a 19.92% increase in their position. The SEC filing for this purchase provides additional information. Insiders have sold a total of 17,605 shares of company stock valued at $2,822,923 over the last three months. Company insiders own 0.27% of the company’s stock.

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

Positive Sentiment: Waste Connections beat Q2 expectations, reporting EPS of $1.50 versus the $1.35 consensus and revenue of $2.56 billion versus $2.51 billion expected, which points to steady demand and better-than-expected execution. Waste Connections Reports Second Quarter 2026 Results and Raises Full Year Outlook Positive Sentiment: The company raised its full-year outlook after the quarter, suggesting management sees continued momentum in revenue growth and margin expansion for the rest of 2026. Waste Connections Reports Second Quarter 2026 Results and Raises Full Year Outlook Positive Sentiment: The board declared a regular quarterly cash dividend of $0.35 per share, reinforcing the company’s shareholder-return profile and financial stability. Waste Connections Announces Regular Quarterly Cash Dividend Positive Sentiment: Q2 revenue grew 6.4% year over year and cash from operations rose 14.9%, both signs of healthy underlying business performance. Waste Connections (WCN) Releases Q2 2026 Earnings: Revenue Up 6.4%, EPS Grows 4.5% Neutral Sentiment: Some individual earnings coverage also highlighted margin expansion and an upgraded outlook, but the stock’s longer-term reaction may depend on whether investors focus more on guidance strength than on mixed profit-line details. Waste Connections tops Q2 estimates, raises outlook as margins expand Wall Street Analyst Weigh In WCN has been the topic of a number of analyst reports. BMO Capital Markets reiterated an “outperform” rating and set a $208.00 price objective (up from $206.00) on shares of Waste Connections in a research note on Friday, April 24th. Citigroup upped their target price on shares of Waste Connections from $180.00 to $182.00 and gave the company a “neutral” rating in a research note on Thursday, July 9th. Barclays set a $180.00 price target on shares of Waste Connections and gave the company an “equal weight” rating in a report on Tuesday, April 28th. JPMorgan Chase & Co. dropped their price target on shares of Waste Connections from $210.00 to $195.00 and set an “overweight” rating on the stock in a research note on Monday, July 13th. Finally, Weiss Ratings lowered shares of Waste Connections from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, May 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Waste Connections has an average rating of “Moderate Buy” and an average price target of $202.00.

Read Our Latest Research Report on WCN

Waste Connections Profile (Free Report)

Waste Connections (NYSE: WCN) is a North American integrated waste services company that provides a range of solid waste and environmental services to municipal, commercial, industrial and residential customers. The company offers collection, transportation, transfer, disposal and recycling services, and operates an extensive network of transfer stations and disposal facilities. Waste Connections positions itself as a provider of infrastructure-driven waste solutions across many regions of the United States and Canada.

The company’s operating activities include routine curbside and commercial collection, roll-off and container services, operation of landfills and transfer stations, and recycling and resource recovery programs.

Featured Stories Five stocks we like better than Waste Connections Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding WCN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Waste Connections, Inc. (NYSE:WCN – Free Report).

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Apple Entry Set To Intensify CompetitionCounterpoint forecasts global foldable smartphone shipments will grow 21% year over year in 2026, driven by demand for premium book-style devices, broader vendor competition and Apple’s expected foldable iPhone launch.

The research firm expects Samsung Electronics to retain the top position with a 32% market share, down from 40% in 2025. Apple is projected to capture a 25% share in its first year, while Huawei is expected to hold 24%. Motorola, and HONOR are forecast to account for 8% and 3%, respectively.

Samsung Still Holds The EdgeCounterpoint Associate Director Liz Lee said 2026 will mark a turning point for the foldable smartphone market as Apple’s arrival expands consumer awareness and raises competition in the premium segment.

“2026 will mark a new phase for the foldable smartphone market. Apple’s entry is expected to lift overall consumer awareness and raise the benchmark for premium foldables, but Samsung still has a clear advantage in product maturity, channel reach and foldable user experience,” Lee said.

Lee added that Samsung’s upcoming wider foldable design could improve multitasking and AI-assisted workflows by offering more usable screen space, helping the company maintain an edge despite Apple’s entry.

AI Could Drive Foldable AdoptionCounterpoint said larger displays are becoming more important as artificial intelligence assistants evolve beyond chatbots into tools that summarize documents, edit content, manage schedules and perform tasks across multiple applications. Wider foldable devices could therefore become increasingly attractive for productivity-focused users.

The firm expects Samsung’s upcoming Galaxy Unpacked event to be an important catalyst for the category, with Samsung anticipated to unveil the Galaxy Z8 Flip, Galaxy Z8 Fold and a wider book-style foldable device ahead of Apple’s expected market entry.

AAPL Price Action: Apple shares were down 0.53% at $324.16 during premarket trading on Thursday. The stock is approaching its 52-week high of $334.99, according to Benzinga Pro data.

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Posted by Defense World Staff on Jul 23rd, 2026

Atlas Wealth LLC boosted its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4,320.6% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 117,412 shares of the social networking company’s stock after acquiring an additional 114,756 shares during the quarter. Meta Platforms accounts for about 8.2% of Atlas Wealth LLC’s portfolio, making the stock its 2nd biggest holding. Atlas Wealth LLC’s holdings in Meta Platforms were worth $67,175,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. RHL Group LLC acquired a new stake in shares of Meta Platforms in the fourth quarter valued at about $28,000. Strategic Wealth Advisors LLC acquired a new position in shares of Meta Platforms during the 4th quarter worth about $29,000. Niles Investment Management LLC acquired a new position in shares of Meta Platforms during the 4th quarter worth about $29,000. Bayban lifted its stake in Meta Platforms by 100.0% in the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock valued at $40,000 after buying an additional 35 shares in the last quarter. Finally, Safe Harbor Fiduciary LLC purchased a new position in Meta Platforms in the 4th quarter valued at about $42,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.

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

Positive Sentiment: A Florida teen dropped his lawsuit against Meta over alleged social-media addiction harms ahead of trial, reducing legal overhang and removing a potential headline risk for the company. Positive Sentiment: Jefferies said Meta’s AI glasses could become a long-term hardware growth driver, noting strong early product reception and Meta’s first-mover advantage in shipping AI glasses at scale. Positive Sentiment: Multiple reports highlighted strong demand for AI infrastructure led by Meta, including record hyperscaler leasing and speculation around a large compute deal with Anthropic, reinforcing confidence in Meta’s AI spending strategy. Positive Sentiment: Wells Fargo and Rothschild & Co Redburn both raised price targets on Meta, signaling that some Wall Street analysts remain constructive on the stock’s longer-term upside. Neutral Sentiment: Meta continues to face mixed sentiment around its AI push, including scrutiny over heavy capital spending and broader concerns about big-tech debt and future infrastructure commitments. Neutral Sentiment: Commentary comparing Meta with other Magnificent 7 names suggests investors are watching upcoming earnings closely for signs that the company can re-accelerate enthusiasm around the stock. Negative Sentiment: Analysts cited by Zacks warned Meta may report weaker earnings growth in its upcoming results, which could weigh on sentiment if the company disappoints expectations. Negative Sentiment: Several articles continued to focus on regulatory and legal risks tied to social-media harms, including criticism of Meta’s platforms and broader scrutiny of addictive features. Insider Buying and Selling at Meta Platforms In other news, insider Curtis J. Mahoney sold 2,079 shares of the business’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $609.92, for a total transaction of $1,268,023.68. Following the transaction, the insider owned 1,118 shares of the company’s stock, valued at approximately $681,890.56. The trade was a 65.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Robert M. Kimmitt sold 500 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $607.75, for a total transaction of $303,875.00. Following the completion of the sale, the director directly owned 3,443 shares of the company’s stock, valued at $2,092,483.25. This represents a 12.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 37,948 shares of company stock worth $23,184,319 in the last three months. 13.53% of the stock is owned by corporate insiders.

Meta Platforms Trading Down 2.6% Shares of Meta Platforms stock opened at $627.17 on Thursday. The stock has a market cap of $1.59 trillion, a P/E ratio of 22.80, a P/E/G ratio of 1.07 and a beta of 1.25. The stock’s 50 day simple moving average is $605.14 and its 200-day simple moving average is $626.29. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $796.25. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.35 and a quick ratio of 2.35.

Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.67 by $3.77. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The business had revenue of $56.31 billion during the quarter, compared to analyst estimates of $55.56 billion. During the same period in the prior year, the business earned $6.43 earnings per share. The business’s revenue was up 33.1% compared to the same quarter last year. Analysts predict that Meta Platforms, Inc. will post 30.04 EPS for the current fiscal year.

Meta Platforms Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were issued a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date was Monday, June 15th. Meta Platforms’s dividend payout ratio is presently 7.63%.

Wall Street Analyst Weigh In Several equities research analysts have commented on the company. Weiss Ratings lowered Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, June 26th. The Goldman Sachs Group downgraded Meta Platforms from a “buy” rating to a “sell” rating in a research report on Tuesday, June 2nd. Wolfe Research lowered their price target on Meta Platforms from $850.00 to $800.00 and set an “outperform” rating on the stock in a research note on Friday, April 10th. Stifel Nicolaus dropped their price target on Meta Platforms from $805.00 to $780.00 and set a “buy” rating for the company in a research report on Friday, May 1st. Finally, Piper Sandler assumed coverage on Meta Platforms in a research note on Tuesday, June 2nd. They issued an “overweight” rating for the company. Five equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Meta Platforms has an average rating of “Moderate Buy” and a consensus price target of $835.64.

Get Our Latest Report on META

Meta Platforms Profile (Free Report)

Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.

Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.

Further Reading Five stocks we like better than Meta Platforms Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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SummaryCompaniesExecutives cited city-specific rules and operational snags for the measured rolloutAnalyst questioned why fleet size remains in the dozens, not hundredsTesla has contrasted its approach with Waymo's deliberate rolloutLOS ANGELES, July 23 (Reuters) - A year ago, Tesla (TSLA.O), opens new tab CEO Elon Musk said the company's robotaxi network would expand at a "hyper-exponential ​rate" and be available to half the population of the U.S. by the end of 2025.

On Wednesday's earnings call, Musk and his ‌executive team struck a more guarded tone as they fielded analysts' questions about a slower-than-expected rollout.

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Since launching a small robotaxi pilot in Austin in June 2025, Tesla has expanded to only a handful of other cities, in Texas and Florida, with service often limited to outlying areas.

Tesla said paying customers have traveled 2.5 million miles in its robotaxi service, including 380,000 miles ​in rides without an in-vehicle safety monitor.

Tesla's unsupervised robotaxi miles remain well below the more than 220 million autonomous miles driven by Waymo through ​the end of March, underscoring the lead Alphabet's self-driving unit holds in commercial deployment, Forrester analyst Paul Miller said.

Barclays analysts ⁠wrote earlier this month that Tesla's perceived advantage in robotaxis is its "ability to scale more rapidly," but instead it "has been seen by many investors as somewhat 'slow.'"

Investors have ​valued Tesla on the promise that robotaxis and its Optimus humanoid robots will one day become its primary revenue drivers.

The stock trades at more than 166 times ​forward earnings estimates, far above the multiples of traditional automakers and Big Tech companies. The stock, which has fallen nearly 17% this year as of last close, was down about 4% in premarket trading.

WHY THE ROLLOUT IS SLOWERBefore the Austin launch last year, Musk talked about how Tesla's technology is "a general solution that works anywhere," in contrast to the more deliberate, city-by-city ​approach of Alphabet's (GOOGL.O), opens new tab Waymo, the U.S. leader in driverless taxis.

On Wednesday, Musk and other executives delved into the specific details of scaling up robotaxi service in ​individual cities.

"Regulatory situations are different city by city," said Lars Moravy, Tesla's vice president of vehicle engineering. "The reason we're expanding city by city is to make sure that we're meeting ‌all of ⁠those one at a time."

CFO Vaibhav Taneja added "there are different kinks ... not just on the software front, but on the operations front, that we're trying to tackle."

He said the company wants to "sort these things out in a smaller fleet in a controlled manner" before going "really high in terms of deployment."

Wells Fargo analyst Colin Langan asked why the number of vehicles is still "in the dozens as opposed to hundreds." What is the "roadblock to start adding more vehicles on the ground?" he asked.

Tesla Vice ​President of AI Ashok Elluswamy said that ​even with a few vehicles, "you can ⁠get a lot of miles out of them."

He said the growth in robotaxi miles driven is "literally exponential. Just it's in the early part of the exponential. That's why it's hard for others to comprehend."

Musk on Wednesday's call reiterated that Tesla is ​balancing the pace of the expansion with safety. "We want to grow as fast as possible with robotaxi, without harm ​to anyone."

In an investor ⁠presentation in January, Tesla said that its robotaxis would expand to seven metro areas by the end of June: Dallas, Houston, Phoenix, Miami, Orlando, Tampa and Las Vegas.

Up until Tuesday, Tesla had only launched in three of those cities: Dallas, Houston and Miami, with service limited to outlying sections of Houston and Miami.

The company announced on Tuesday ⁠that it ​was "now in Tampa & Orlando," following several analyst reports ahead of earnings that mentioned the slow expansion.

But ​the service areas in those cities, like Miami and Houston, were limited to less-trafficked neighborhoods outside the city centers.

Reuters tested out the robotaxi service in the weeks after the Dallas and Houston launches and ​found long wait times, with sometimes no availability at all.

Reporting by Chris Kirkham in Los Angeles and Akash Sriram in Bengaluru; Editing by Mike Colias and Saumyadeb Chakrabarty

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

Chris Kirkham is a business reporter in Los Angeles who writes about Tesla, electric vehicles and the wider automotive industry. He previously worked at The Wall Street Journal and the Los Angeles Times, and has covered topics including tobacco, worker safety, gambling, and the economy over a two-decade career. Contact him at [email protected] or on Signal at chris_kirkham.51

Akash reports on technology companies in the United States, electric vehicle companies, and the space industry. His reporting usually appears in the Autos & Transportation and Technology sections. He has a postgraduate degree in Conflict, Development, and Security from the University of Leeds. Akash's interests include music, football (soccer), and Formula 1.

Novo Resources Corp (TSX:NVO, OTCQX:NSRPF, ASX:NVO, FRA:1NOR) has filed an independent technical report supporting the mineral resource estimate for the Leven Star Reef at its 100%-owned Belltopper Gold Project in Victoria, while recent drilling at Wyloo in Western Australia has confirmed a significant silver-antimony-zinc mineralised system.

The Leven Star report formalises the mineral resource announced in June 2026, with Novo confirming there are no material differences between the previously released estimate and the figures contained in the final technical documentation.

Leven Star resource report filed The report, titled Mineral Resource Estimate: Leven Star Reef, Belltopper Gold Project, Malmsbury, Victoria, Australia, has an effective date of June 9, 2026, and an issue date of July 22, 2026.

It was prepared by Snowden Optiro principal consultant Janice Graham and independent technical adviser Dr Simon Dominy, both qualified persons under Canada’s NI 43-101 reporting standards.

Novo filed the report to meet Canadian securities law requirements and released it simultaneously to the ASX and TSX in accordance with its ASX Listing Rule 15.7 waiver.

The full report is available through Novo’s regulatory filings and on the SEDAR+ platform.

Wyloo drilling confirms mineralised system At the Wyloo Polymetallic Project in Western Australia’s Pilbara, maiden reverse circulation drilling has confirmed a significant hydrothermal alteration system carrying high-grade silver and antimony mineralisation from surface.

The 16-hole, 2,615-metre program at the Wyloo SE prospect returned a standout intercept of 9 metres at 92 g/t silver and 1,280 ppm antimony from surface, including 1 metre at 460 g/t silver and 1,425 ppm antimony from 2 metres.

Drilling also intersected broad zinc mineralisation, including 3 metres at 3.6% zinc, with a peak one-metre assay of 6.5% zinc within a wider 27-metre mineralised halo.

Exploration model strengthened The program tested mapped quartz-sulphide veining and the northeast-southwest-trending Tasha Fault Zone across seven drill sections.

Novo identified strong sericite and chlorite alteration zones of up to 20 metres thick, accompanied by sulphide mineralisation and highly anomalous arsenic.

Silver, antimony and zinc mineralisation has now been recorded across a 230-metre strike length, supporting Novo’s interpretation that Wyloo SE forms part of a broader mineralised system rather than an isolated occurrence.

Elon Musk said aiming for a "high-efficiency capital spend" would just "slow things down." WEF/Getty images Elon Musk says Tesla should spend even more on AI — even if some money ends up being wasted.

The EV giant's capital expenditure soared 142% year-over-year to $5.8 billion in the second quarter as Musk's AI spending spree ramped up.

Speaking on an analyst call after Tesla's earnings on Thursday, Musk said that he had asked executives to keep accelerating the company's spending.

"We should be spending on capex as fast as we can spend — as fast as we can without it being too wasteful. So we're not trying to aim for some extremely high-efficiency capital spend because that would slow things down," Musk said.

Tesla is investing aggressively in new production lines and factories for its Cybercab robotaxi and Optimus humanoid robot.

The automaker recorded a negative free cash flow of $1.1 billion in the second quarter, its first shortfall since 2024, and Tesla's shares fell in premarket trading as the company's profits missed earnings expectations.

Executives told investors that AI spending will continue to grow, with Tesla's total capex spending expected to surpass $25 billion this year.

CFO Vaibhav Taneja said on the earnings call that Tesla was aiming to secure debt facilities to give it the capacity to borrow up to $30 billion.

He predicted spending would ramp up in the next 2-3 years as the company builds a new solar panel factory, installs more AI compute, and breaks ground on a massive 'Terafab' semiconductor fab that Tesla is building with SpaceX.

It comes as other tech giants burn through cash to keep up in the escalating AI race. Google recorded a negative free cash flow of nearly $6 billion in its second-quarter earnings on Wednesday and raised its capex predictions for the full year to as much as $205 billion.

Musk's comments on Tesla's spending efficiency come a year after he launched an assault on wasteful government spending with DOGE, and the world's richest man has continued to criticize government spending as prone to abuse and waste.

Musk told investors on Wednesday that Tesla's capex efficiency was "off-scale good" because the EV giant was investing in lots of productive assets like factories and infrastructure at the same time.

"I think probably this is the fastest industrial scale-up since World War II in America," Musk said.

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