Bank of New York Mellon Corp decreased its holdings in Waste Connections, Inc. (NYSE:WCN – Free Report) by 5.2% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 304,129 shares of the business services provider’s stock after selling 16,528 shares during the quarter. Bank of New York Mellon Corp owned about 0.12% of Waste Connections worth $49,403,000 as of its most recent SEC filing.
Other hedge funds have also bought and sold shares of the company. Norges Bank purchased a new stake in shares of Waste Connections in the fourth quarter valued at approximately $697,519,000. Capital International Investors increased its holdings in Waste Connections by 28.2% in the 4th quarter. Capital International Investors now owns 6,468,259 shares of the business services provider’s stock valued at $1,134,781,000 after purchasing an additional 1,420,921 shares during the last quarter. JPMorgan Chase & Co. grew its stake in shares of Waste Connections by 37.1% in the fourth quarter. JPMorgan Chase & Co. now owns 4,763,742 shares of the business services provider’s stock valued at $835,370,000 after buying an additional 1,289,042 shares in the last quarter. Wellington Management Group LLP raised its holdings in shares of Waste Connections by 39.6% in the 3rd quarter. Wellington Management Group LLP now owns 4,455,162 shares of the business services provider’s stock valued at $783,218,000 after buying an additional 1,264,150 shares during the period. Finally, Goldman Sachs Group Inc. lifted its stake in Waste Connections by 58.1% during the 4th quarter. Goldman Sachs Group Inc. now owns 2,900,321 shares of the business services provider’s stock worth $508,600,000 after acquiring an additional 1,065,653 shares in the last quarter. Institutional investors and hedge funds own 86.09% of the company’s stock.
Waste Connections Stock Performance WCN opened at $169.52 on Friday. Waste Connections, Inc. has a 1-year low of $146.89 and a 1-year high of $191.91. The stock has a market cap of $42.78 billion, a P/E ratio of 40.85, a P/E/G ratio of 2.94 and a beta of 0.49. The stock’s 50 day simple moving average is $161.36 and its 200 day simple moving average is $163.28. The company has a debt-to-equity ratio of 1.17, a current ratio of 0.66 and a quick ratio of 0.69.
Waste Connections (NYSE:WCN – Get Free Report) last released its quarterly earnings data on Wednesday, July 22nd. The business services provider reported $1.50 EPS for the quarter, topping the consensus estimate of $1.35 by $0.15. Waste Connections had a net margin of 10.86% and a return on equity of 17.31%. The business had revenue of $2.56 billion for the quarter, compared to analyst estimates of $2.51 billion. During the same period in the previous year, the firm earned $1.29 EPS. The business’s revenue for the quarter was up 6.4% compared to the same quarter last year. As a group, equities analysts anticipate that Waste Connections, Inc. will post 5.5 EPS for the current fiscal year.
Waste Connections Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Investors of record on Thursday, August 6th will be paid a dividend of $0.35 per share. The ex-dividend date of this dividend is Thursday, August 6th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 0.8%. Waste Connections’s dividend payout ratio (DPR) is presently 33.73%.
Wall Street Analyst Weigh In WCN has been the topic of several research reports. Citigroup increased their price target on shares of Waste Connections from $180.00 to $182.00 and gave the stock a “neutral” rating in a research report on Thursday, July 9th. JPMorgan Chase & Co. cut their target price 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. BMO Capital Markets reiterated an “outperform” rating and set a $208.00 target price (up from $206.00) on shares of Waste Connections in a report on Friday, April 24th. Canadian Imperial Bank of Commerce reissued an “outperform” rating and issued a $199.00 price target on shares of Waste Connections in a research report on Friday. Finally, TD Cowen reaffirmed a “buy” rating and set a $210.00 price objective (up from $200.00) on shares of Waste Connections in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $202.05.
View Our Latest Report on WCN
Insider Buying and Selling at Waste Connections In other Waste Connections news, VP Patrick James Shea sold 7,500 shares of the company’s stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $156.26, for a total value of $1,171,950.00. Following the transaction, the vice president directly owned 19,737 shares in the company, valued at approximately $3,084,103.62. This represents a 27.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Eric Hansen sold 6,000 shares of the firm’s stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $164.82, for a total transaction of $988,920.00. Following the sale, the senior vice president directly owned 13,350 shares in the company, valued at $2,200,347. This represents a 31.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 17,605 shares of company stock valued at $2,822,923. 0.27% of the stock is owned by company insiders.
About Waste Connections (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.
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When Elon Musk's Space Exploration Technologies (SPCX -2.85%) -- commonly known as SpaceX -- priced its IPO at $135 per share, many said it was too expensive. And when it climbed to more than $200/share within a week, they said it was way too expensive.
But now SpaceX's stock has fallen more than 40% from its high and is trading at about $116 per share as I write this, 13.2% below its IPO price. Is this a sign of more losses to come or a buying opportunity? Here's what investors need to know.
Image source: Getty Images.
What goes up... SpaceX's business is built on getting things into space. In 2025, the world sent 3,194 metric tons of stuff into orbit, and SpaceX's flagship rocket launch business carried more than 80% of it.
Currently, the company is preparing its massive Starship megarocket for commercial use. Starship's huge 220,000-pound payload capacity would dramatically lower the cost of putting things into orbit and would almost certainly increase SpaceX's already dominant market share.
Meanwhile, the only profitable part of SpaceX's business, Starlink, has successfully built a vast network of nearly 10,000 communications satellites that provide broadband and mobile services to 10.3 million subscribers across 164 countries, mostly in hard-to-reach areas. This is expected to be the primary driver of profits for the foreseeable future.
The company estimates that these two businesses together only have a total addressable market of about $2 trillion: less than the company's market cap at its peak. Growth is clearly a major part of the valuation here. So, how's that going?
Today's Change
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114.87
...must come down In short, not well. SpaceX estimates an eventual $26.5 trillion market for its AI applications, but right now it primarily just sells compute to other companies. Google's parent company, Alphabet, for example, is renting compute capacity from SpaceX for $920 million per month.
That's a good start, but SpaceX's primary argument is that it can launch data centers into space, where it expects to lower compute costs thanks to the higher concentration of solar energy. But that plan can't get off the ground (literally) until Starship comes online. And SpaceX has now failed to launch its (apparently unlucky) 13th Starship test flight twice but intends to try again on Thursday.
Another delay or an unsuccessful launch would almost certainly send the stock lower. And even if this test flight is successful, many more tests and certifications remain before Starship reaches commercial viability.
Additionally, over the next year, various lockups of insider shares will expire, and up to 1 billion additional shares could be awarded through options, settlements, and the like. If and when those shares hit the market, they'll exert downward pressure on the stock. Downward pressure, without any obvious near-term growth catalysts, is a recipe for further share price declines.
Smart investors should probably wait to buy SpaceX shares, as they're likely to continue moving lower in the near term.
Few events capture Wall Street’s imagination like a marquee IPO. The combination of a famous founder, limited public float, and fear of missing out can push newly public companies well beyond what fundamentals alone justify. History is filled with examples, from the dot-com boom to more recent offerings, where excitement lifted valuations before reality eventually took over.
That’s exactly why experienced investors often approach blockbuster IPOs with caution. SpaceX‘s (NASDAQ:SPCX | SPCX Price Prediction) public debut may have compressed that entire cycle into just one month, offering an important lesson before highly anticipated offerings from Anthropic and OpenAI arrive.
SpaceX’s IPO Hype Meets Reality The buildup to SpaceX’s public debut was unlike almost anything investors have seen in years.
After pricing its IPO at $135 per share, SpaceX opened its first day of trading at $150 before enthusiasm pushed the stock as high as $225 in the days that followed. For a brief period, it seemed every investor wanted a piece of Elon Musk’s latest empire.
That enthusiasm has faded just as quickly. SpaceX now trades around $113 per share — roughly 50% below its post-IPO high and 16% below its original offering price. The reversal has been swift, but it isn’t unprecedented.
History shows that many high-profile IPOs struggle once the initial excitement wears off. Sometimes that adjustment happens over six months or a year. In SpaceX’s case, the process unfolded in a matter of weeks.
Let’s also remember that the next phase may not be over. Lockup agreements that prevent insiders from selling their shares begin expiring next month. Those expirations often increase selling pressure as early investors and employees finally gain the ability to cash out. Some newly public companies don’t establish lasting bottoms until months — or even several years — after their debuts as they prove they can consistently grow into lofty valuations.
Musk’s Wealth Rose Just as Fast as It Fell The dramatic swings in SpaceX also produced one of the largest paper wealth gains — and losses — in history.
According to Bloomberg’s Billionaires Index, Elon Musk’s estimated net worth began the year near $630 billion before the SpaceX IPO frenzy briefly pushed his fortune above $1.3 trillion. As SpaceX retreated, that paper wealth evaporated just as quickly. By Friday, Bloomberg estimated Musk’s fortune at approximately $718.8 billion, representing a decline of roughly $600 billion in about a month.
Musk himself seemed to acknowledge the reversal with characteristic humor, posting simply on X: “(Former) Trillionaire.”
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Of course, Musk never had $1 trillion sitting in a bank account. Like virtually every billionaire, the overwhelming majority of his wealth consists of ownership stakes whose values fluctuate every trading day.
The Bigger Lesson Isn’t About Musk No one is likely to launch a GoFundMe campaign for Elon Musk. Yet the episode illustrates how quickly headline-grabbing wealth figures can change.
Political rhetoric often treats billionaire wealth as though it were static. In reality, fortunes tied to publicly traded companies can rise or fall by hundreds of billions of dollars without a single share being sold. Wealth is dynamic, not fixed.
More importantly, economies generally grow by encouraging innovation rather than limiting it. Musk’s companies illustrate that point. Tesla (NASDAQ:TSLA) helped accelerate mainstream electric vehicle adoption after decades of failed attempts by others. SpaceX has transformed commercial spaceflight and lowered launch costs. Even X has become a platform where users can share viewpoints that are suppressed or might receive less visibility elsewhere.
Granted, reasonable people can disagree about Musk’s leadership style or his public statements. But creating businesses that generate jobs, technological advances, and shareholder value is ultimately how wealth is created in the first place.
Key Takeaway In short, the biggest lesson from SpaceX’s volatile debut isn’t that Elon Musk lost his trillionaire status. It’s that IPO euphoria rarely lasts forever.
Smart investors have long been warned against chasing blockbuster offerings during their first days of trading, and SpaceX demonstrates why. Better entry prices often emerge once excitement fades and markets begin focusing on fundamentals instead of headlines.
With Anthropic and OpenAI both expected to launch blockbuster IPOs in the coming months, investors would do well to remember that patience has historically been one of the market’s most valuable investing tools.
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AlpenGlobal Capital LLC acquired a new position in Apple Inc. (NASDAQ:AAPL – Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The firm acquired 5,965 shares of the iPhone maker’s stock, valued at approximately $1,514,000.
Other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of Apple during the 4th quarter valued at about $52,266,468,000. Nuveen LLC bought a new position in Apple during the first quarter valued at approximately $17,472,482,000. Cardano Risk Management B.V. boosted its holdings in shares of Apple by 890.7% during the 4th quarter. Cardano Risk Management B.V. now owns 41,984,810 shares of the iPhone maker’s stock worth $11,413,990,000 after buying an additional 37,746,784 shares during the period. Laurel Wealth Advisors LLC lifted its position in shares of Apple by 20,464.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker’s stock worth $5,553,753,000 after purchasing an additional 26,937,401 shares during the last quarter. Finally, Vanguard Group Inc. grew its position in Apple by 1.9% in the 4th quarter. Vanguard Group Inc. now owns 1,426,283,914 shares of the iPhone maker’s stock worth $387,749,545,000 after purchasing an additional 26,856,752 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.
Insider Activity at Apple In related news, insider Ben Borders sold 1,274 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $290.00, for a total value of $369,460.00. Following the completion of the sale, the insider directly owned 38,713 shares in the company, valued at approximately $11,226,770. The trade was a 3.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.06% of the company’s stock.
Wall Street Analyst Weigh In AAPL has been the topic of several recent research reports. Barclays reiterated an “underweight” rating on shares of Apple in a research report on Tuesday, June 9th. Morgan Stanley set a $364.00 price target on shares of Apple and gave the company an “overweight” rating in a report on Thursday. Bank of America restated a “buy” rating and set a $380.00 price target on shares of Apple in a research report on Thursday, June 18th. DA Davidson reaffirmed a “neutral” rating and issued a $270.00 price target on shares of Apple in a report on Friday, May 1st. Finally, TD Cowen upped their price objective on Apple from $335.00 to $350.00 and gave the stock a “buy” rating in a report on Tuesday, June 9th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $327.40.
Read Our Latest Report on Apple
Apple Stock Performance AAPL opened at $333.02 on Friday. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. The business’s 50-day simple moving average is $306.62 and its 200 day simple moving average is $279.01. The firm has a market capitalization of $4.89 trillion, a PE ratio of 40.27, a PEG ratio of 2.78 and a beta of 1.10. Apple Inc. has a 52-week low of $201.50 and a 52-week high of $334.99.
Apple (NASDAQ:AAPL – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.95 by $0.06. Apple had a net margin of 27.15% and a return on equity of 146.69%. The firm had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. During the same period in the prior year, the firm posted $1.65 earnings per share. The company’s quarterly revenue was up 16.6% compared to the same quarter last year. As a group, sell-side analysts expect that Apple Inc. will post 8.76 earnings per share for the current fiscal year.
Apple Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were given a dividend of $0.27 per share. This is a positive change from Apple’s previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend was Monday, May 11th. Apple’s payout ratio is 13.06%.
Key Apple News Here are the key news stories impacting Apple this week:
Positive Sentiment: Ford said it will embed Apple Maps into upcoming EVs, expanding Apple’s software reach and reinforcing the value of its ecosystem. Ford Embeds Apple Maps Directly into Upcoming EVs Positive Sentiment: Baird raised its price target on Apple and reiterated an Outperform rating, adding to bullish analyst momentum. Finviz Positive Sentiment: Commentary highlighted Apple as outperforming the broader market, supported by strong ratings and a favorable chart setup ahead of earnings. Why is Apple stock outperforming the broader market? Neutral Sentiment: Apple was also the subject of discussion around upcoming product launches, AI features, and a possible device-leasing program, which could support demand but remain unconfirmed or longer-term in nature. Negative Sentiment: Some reports noted concerns that Apple’s valuation is stretched heading into earnings, and insider sales plus short-interest chatter may temper enthusiasm if results disappoint. Apple Company Profile (Free Report)
Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.
Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.
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Candriam S.C.A. raised its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 4.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,503,348 shares of the iPhone maker’s stock after acquiring an additional 149,720 shares during the period. Apple makes up about 4.6% of Candriam S.C.A.’s portfolio, making the stock its 3rd biggest holding. Candriam S.C.A.’s holdings in Apple were worth $889,115,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors also recently modified their holdings of the stock. Lifetime Wealth Management P.C. acquired a new position in Apple during the fourth quarter valued at approximately $41,000. ROSS JOHNSON & Associates LLC boosted its holdings in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares in the last quarter. LSV Asset Management bought a new stake in shares of Apple during the 4th quarter worth $65,000. Timmons Wealth Management LLC bought a new stake in shares of Apple during the 4th quarter worth $69,000. Finally, Inspire Investing LLC acquired a new stake in Apple in the fourth quarter valued at about $76,000. 67.73% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In AAPL has been the subject of several research reports. Bank of America reissued a “buy” rating and issued a $380.00 price objective on shares of Apple in a research note on Thursday, June 18th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Apple in a report on Monday, June 8th. Monness Crespi & Hardt raised their price objective on Apple from $315.00 to $335.00 and gave the company a “buy” rating in a report on Friday, May 1st. Royal Bank Of Canada set a $365.00 target price on Apple in a report on Wednesday, July 15th. Finally, UBS Group set a $365.00 price target on shares of Apple in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $327.40.
Read Our Latest Stock Report on AAPL
Apple Stock Performance Shares of AAPL stock opened at $333.02 on Friday. The firm’s 50 day moving average is $306.62 and its 200 day moving average is $279.01. The stock has a market capitalization of $4.89 trillion, a P/E ratio of 40.27, a PEG ratio of 2.78 and a beta of 1.10. Apple Inc. has a 12 month low of $201.50 and a 12 month high of $334.99. The company has a current ratio of 1.07, a quick ratio of 1.02 and a debt-to-equity ratio of 0.70.
Apple (NASDAQ:AAPL – Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. The company had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.During the same period in the previous year, the company posted $1.65 EPS. The firm’s revenue for the quarter was up 16.6% compared to the same quarter last year. On average, sell-side analysts anticipate that Apple Inc. will post 8.76 earnings per share for the current year.
Apple Increases Dividend The company also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were paid a $0.27 dividend. The ex-dividend date was Monday, May 11th. This represents a $1.08 annualized dividend and a yield of 0.3%. This is a boost from Apple’s previous quarterly dividend of $0.26. Apple’s dividend payout ratio is currently 13.06%.
Key Stories Impacting Apple Here are the key news stories impacting Apple this week:
Positive Sentiment: Ford said it will embed Apple Maps into upcoming EVs, expanding Apple’s software reach and reinforcing the value of its ecosystem. Ford Embeds Apple Maps Directly into Upcoming EVs Positive Sentiment: Baird raised its price target on Apple and reiterated an Outperform rating, adding to bullish analyst momentum. Finviz Positive Sentiment: Commentary highlighted Apple as outperforming the broader market, supported by strong ratings and a favorable chart setup ahead of earnings. Why is Apple stock outperforming the broader market? Neutral Sentiment: Apple was also the subject of discussion around upcoming product launches, AI features, and a possible device-leasing program, which could support demand but remain unconfirmed or longer-term in nature. Negative Sentiment: Some reports noted concerns that Apple’s valuation is stretched heading into earnings, and insider sales plus short-interest chatter may temper enthusiasm if results disappoint. Insider Buying and Selling In other Apple news, insider Ben Borders sold 1,274 shares of the firm’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $290.00, for a total value of $369,460.00. Following the completion of the transaction, the insider directly owned 38,713 shares of the company’s stock, valued at $11,226,770. This trade represents a 3.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.06% of the stock is currently owned by insiders.
Apple Profile (Free Report)
Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.
Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.
Featured Stories Five stocks we like better than Apple AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding AAPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Apple Inc. (NASDAQ:AAPL – Free Report).
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Blodgett Wealth Advisors LLC trimmed its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 3.1% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 57,087 shares of the iPhone maker’s stock after selling 1,800 shares during the quarter. Apple makes up about 11.5% of Blodgett Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. Blodgett Wealth Advisors LLC’s holdings in Apple were worth $14,488,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors also recently modified their holdings of the company. Cedar Mountain Advisors LLC increased its holdings in shares of Apple by 8.5% in the 1st quarter. Cedar Mountain Advisors LLC now owns 10,123 shares of the iPhone maker’s stock worth $2,569,000 after acquiring an additional 794 shares during the period. Manning & Napier Advisors LLC boosted its stake in Apple by 1,896.4% during the 1st quarter. Manning & Napier Advisors LLC now owns 42,922 shares of the iPhone maker’s stock valued at $10,893,000 after purchasing an additional 40,772 shares during the period. DMC Group LLC grew its position in Apple by 9.2% in the 1st quarter. DMC Group LLC now owns 57,819 shares of the iPhone maker’s stock worth $14,674,000 after purchasing an additional 4,872 shares during the last quarter. Costello Asset Management INC grew its position in Apple by 0.5% in the 1st quarter. Costello Asset Management INC now owns 90,387 shares of the iPhone maker’s stock worth $22,939,000 after purchasing an additional 429 shares during the last quarter. Finally, Whipplewood Advisors LLC increased its stake in shares of Apple by 5.3% in the first quarter. Whipplewood Advisors LLC now owns 13,748 shares of the iPhone maker’s stock valued at $3,489,000 after purchasing an additional 693 shares during the period. Institutional investors and hedge funds own 67.73% of the company’s stock.
Apple Stock Up 3.5% AAPL stock opened at $333.02 on Friday. Apple Inc. has a 12-month low of $201.50 and a 12-month high of $334.99. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70. The company has a market cap of $4.89 trillion, a price-to-earnings ratio of 40.27, a PEG ratio of 2.78 and a beta of 1.10. The company has a 50 day moving average of $306.62 and a two-hundred day moving average of $279.01.
Apple (NASDAQ:AAPL – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating the consensus estimate of $1.95 by $0.06. Apple had a net margin of 27.15% and a return on equity of 146.69%. The business had revenue of $111.18 billion for the quarter, compared to analysts’ expectations of $109.46 billion. During the same period in the previous year, the company posted $1.65 EPS. Apple’s revenue was up 16.6% on a year-over-year basis. On average, equities analysts anticipate that Apple Inc. will post 8.76 earnings per share for the current fiscal year.
Apple Increases Dividend The company also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were given a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend was Monday, May 11th. This is an increase from Apple’s previous quarterly dividend of $0.26. Apple’s payout ratio is currently 13.06%.
Wall Street Analysts Forecast Growth Several brokerages have recently issued reports on AAPL. Jefferies Financial Group reiterated a “hold” rating on shares of Apple in a research report on Tuesday, June 9th. TD Cowen lifted their target price on Apple from $335.00 to $350.00 and gave the company a “buy” rating in a research note on Tuesday, June 9th. KeyCorp lowered Apple from a “sector weight” rating to an “underweight” rating and set a $250.00 price target for the company. in a research report on Tuesday, July 14th. Evercore reissued an “outperform” rating on shares of Apple in a research note on Wednesday, July 8th. Finally, Oppenheimer reissued a “market perform” rating on shares of Apple in a report on Tuesday, June 9th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Apple has an average rating of “Moderate Buy” and a consensus target price of $327.40.
Get Our Latest Analysis on Apple
Key Apple News Here are the key news stories impacting Apple this week:
Positive Sentiment: Ford said it will embed Apple Maps into upcoming EVs, expanding Apple’s software reach and reinforcing the value of its ecosystem. Ford Embeds Apple Maps Directly into Upcoming EVs Positive Sentiment: Baird raised its price target on Apple and reiterated an Outperform rating, adding to bullish analyst momentum. Finviz Positive Sentiment: Commentary highlighted Apple as outperforming the broader market, supported by strong ratings and a favorable chart setup ahead of earnings. Why is Apple stock outperforming the broader market? Neutral Sentiment: Apple was also the subject of discussion around upcoming product launches, AI features, and a possible device-leasing program, which could support demand but remain unconfirmed or longer-term in nature. Negative Sentiment: Some reports noted concerns that Apple’s valuation is stretched heading into earnings, and insider sales plus short-interest chatter may temper enthusiasm if results disappoint. Insider Buying and Selling at Apple In other news, insider Ben Borders sold 116 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total transaction of $34,236.24. Following the completion of the sale, the insider directly owned 38,713 shares of the company’s stock, valued at $11,425,754.82. This trade represents a 0.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 0.06% of the stock is owned by company insiders.
Apple Company Profile (Free Report)
Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.
Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.
Further Reading Five stocks we like better than Apple AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding AAPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Apple Inc. (NASDAQ:AAPL – Free Report).
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« PREVIOUS HEADLINECandriam S.C.A. Purchases 149,720 Shares of Apple Inc. $AAPL
NEXT HEADLINE »Beacon Harbor Wealth Advisors Inc. Purchases 3,456 Shares of Apple Inc. $AAPL
Beacon Harbor Wealth Advisors Inc. grew its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 11.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 33,387 shares of the iPhone maker’s stock after buying an additional 3,456 shares during the quarter. Apple makes up about 1.8% of Beacon Harbor Wealth Advisors Inc.’s investment portfolio, making the stock its 22nd biggest position. Beacon Harbor Wealth Advisors Inc.’s holdings in Apple were worth $8,473,000 at the end of the most recent reporting period.
Other hedge funds also recently modified their holdings of the company. First National Bank of Hutchinson boosted its stake in Apple by 24.6% in the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker’s stock worth $8,845,000 after purchasing an additional 6,982 shares in the last quarter. Eagle Capital Management LLC increased its stake in shares of Apple by 0.5% in the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker’s stock valued at $13,544,000 after buying an additional 272 shares in the last quarter. Brighton Jones LLC raised its holdings in shares of Apple by 14.8% in the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker’s stock valued at $134,554,000 after buying an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker’s stock valued at $16,742,000 after buying an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE lifted its position in Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker’s stock worth $12,587,000 after buying an additional 1,155 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company’s stock.
Apple News Roundup Here are the key news stories impacting Apple this week:
Positive Sentiment: Ford said it will embed Apple Maps into upcoming EVs, expanding Apple’s software reach and reinforcing the value of its ecosystem. Ford Embeds Apple Maps Directly into Upcoming EVs Positive Sentiment: Baird raised its price target on Apple and reiterated an Outperform rating, adding to bullish analyst momentum. Finviz Positive Sentiment: Commentary highlighted Apple as outperforming the broader market, supported by strong ratings and a favorable chart setup ahead of earnings. Why is Apple stock outperforming the broader market? Neutral Sentiment: Apple was also the subject of discussion around upcoming product launches, AI features, and a possible device-leasing program, which could support demand but remain unconfirmed or longer-term in nature. Negative Sentiment: Some reports noted concerns that Apple’s valuation is stretched heading into earnings, and insider sales plus short-interest chatter may temper enthusiasm if results disappoint. Apple Stock Up 3.5% AAPL stock opened at $333.02 on Friday. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.07 and a quick ratio of 1.02. The stock has a market capitalization of $4.89 trillion, a P/E ratio of 40.27, a P/E/G ratio of 2.78 and a beta of 1.10. Apple Inc. has a fifty-two week low of $201.50 and a fifty-two week high of $334.99. The business has a 50-day moving average of $306.62 and a 200-day moving average of $279.01.
Apple (NASDAQ:AAPL – Get Free Report) last announced its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. The business had revenue of $111.18 billion for the quarter, compared to analyst estimates of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.Apple’s revenue for the quarter was up 16.6% compared to the same quarter last year. During the same quarter last year, the firm earned $1.65 EPS. On average, sell-side analysts anticipate that Apple Inc. will post 8.76 earnings per share for the current fiscal year.
Apple Increases Dividend The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. This is a boost from Apple’s previous quarterly dividend of $0.26. The ex-dividend date was Monday, May 11th. Apple’s dividend payout ratio is 13.06%.
Insider Activity In other news, insider Ben Borders sold 116 shares of the business’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total value of $34,236.24. Following the sale, the insider owned 38,713 shares of the company’s stock, valued at $11,425,754.82. The trade was a 0.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 0.06% of the stock is owned by company insiders.
Analyst Ratings Changes A number of equities research analysts have commented on the stock. KeyCorp lowered shares of Apple from a “sector weight” rating to an “underweight” rating and set a $250.00 price objective on the stock. in a report on Tuesday, July 14th. TD Cowen increased their price target on shares of Apple from $335.00 to $350.00 and gave the company a “buy” rating in a research note on Tuesday, June 9th. Wells Fargo & Company reissued an “overweight” rating and issued a $310.00 price target (up from $300.00) on shares of Apple in a report on Friday, May 1st. Bank of America restated a “buy” rating and issued a $380.00 price objective on shares of Apple in a research report on Thursday, June 18th. Finally, Wedbush reaffirmed an “outperform” rating and set a $400.00 price objective on shares of Apple in a report on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $327.40.
Get Our Latest Report on AAPL
Apple Company Profile (Free Report)
Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.
Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.
See Also Five stocks we like better than Apple AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding AAPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Apple Inc. (NASDAQ:AAPL – Free Report).
Receive News & Ratings for Apple Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Apple and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEBlodgett Wealth Advisors LLC Sells 1,800 Shares of Apple Inc. $AAPL
NEXT HEADLINE »Conning Inc. Sells 10,580 Shares of Apple Inc. $AAPL
Conning Inc. lowered its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 11.1% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 85,019 shares of the iPhone maker’s stock after selling 10,580 shares during the period. Conning Inc.’s holdings in Apple were worth $21,577,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors and hedge funds have also bought and sold shares of the company. Lifetime Wealth Management P.C. purchased a new stake in shares of Apple during the 4th quarter valued at about $41,000. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares during the period. Timmons Wealth Management LLC purchased a new stake in shares of Apple in the fourth quarter worth $69,000. LSV Asset Management bought a new stake in Apple during the 4th quarter valued at approximately $65,000. Finally, Inspire Investing LLC bought a new position in shares of Apple during the fourth quarter worth $76,000. 67.73% of the stock is currently owned by institutional investors.
Insider Activity In other news, insider Ben Borders sold 116 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $295.14, for a total transaction of $34,236.24. Following the transaction, the insider directly owned 38,713 shares in the company, valued at $11,425,754.82. The trade was a 0.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 0.06% of the stock is owned by insiders.
Apple Price Performance Shares of NASDAQ AAPL opened at $333.02 on Friday. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. The firm has a fifty day moving average of $306.62 and a 200 day moving average of $279.01. The firm has a market cap of $4.89 trillion, a PE ratio of 40.27, a PEG ratio of 2.78 and a beta of 1.10. Apple Inc. has a one year low of $201.50 and a one year high of $334.99.
Apple (NASDAQ:AAPL – Get Free Report) last released its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, topping analysts’ consensus estimates of $1.95 by $0.06. Apple had a net margin of 27.15% and a return on equity of 146.69%. The business had revenue of $111.18 billion during the quarter, compared to analysts’ expectations of $109.46 billion. During the same quarter in the previous year, the company earned $1.65 earnings per share. The company’s quarterly revenue was up 16.6% on a year-over-year basis. As a group, research analysts predict that Apple Inc. will post 8.76 EPS for the current fiscal year.
Apple Increases Dividend The firm also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Shareholders of record on Monday, May 11th were paid a dividend of $0.27 per share. This is a boost from Apple’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Monday, May 11th. This represents a $1.08 annualized dividend and a yield of 0.3%. Apple’s dividend payout ratio is presently 13.06%.
Key Apple News Here are the key news stories impacting Apple this week:
Positive Sentiment: Ford said it will embed Apple Maps into upcoming EVs, expanding Apple’s software reach and reinforcing the value of its ecosystem. Ford Embeds Apple Maps Directly into Upcoming EVs Positive Sentiment: Baird raised its price target on Apple and reiterated an Outperform rating, adding to bullish analyst momentum. Finviz Positive Sentiment: Commentary highlighted Apple as outperforming the broader market, supported by strong ratings and a favorable chart setup ahead of earnings. Why is Apple stock outperforming the broader market? Neutral Sentiment: Apple was also the subject of discussion around upcoming product launches, AI features, and a possible device-leasing program, which could support demand but remain unconfirmed or longer-term in nature. Negative Sentiment: Some reports noted concerns that Apple’s valuation is stretched heading into earnings, and insider sales plus short-interest chatter may temper enthusiasm if results disappoint. Wall Street Analyst Weigh In Several analysts have recently issued reports on AAPL shares. BNP Paribas Exane raised Apple from a “neutral” rating to an “outperform” rating and set a $300.00 price objective on the stock in a report on Friday, April 17th. Monness Crespi & Hardt raised their price target on shares of Apple from $315.00 to $335.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Oppenheimer reiterated a “market perform” rating on shares of Apple in a report on Tuesday, June 9th. Barclays reissued an “underweight” rating on shares of Apple in a report on Tuesday, June 9th. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and issued a $310.00 price objective (up from $300.00) on shares of Apple in a research report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Apple currently has a consensus rating of “Moderate Buy” and an average price target of $327.40.
View Our Latest Report on Apple
Apple Company Profile (Free Report)
Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.
Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.
Featured Stories Five stocks we like better than Apple AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits
Receive News & Ratings for Apple Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Apple and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEBeacon Harbor Wealth Advisors Inc. Purchases 3,456 Shares of Apple Inc. $AAPL
Apple (NASDAQ: AAPL) has the potential to climb to $338 by August 1, 2026, according to a forecast generated by Finbold’s AI Agent.
Notably, the model aggregates predictions from several large language models and machine learning systems.
The forecast implies a gain of about 17% from Apple’s Friday closing price of $287. Generated on July 25, the prediction covers the period through August 1 and incorporates technical indicators including the 50-day simple moving average (SMA), 200-day simple moving average, and other momentum signals.
AAPL stock price prediction. Source: Finbold Among the individual models, GPT-5.6 Terra delivered the most bullish forecast, projecting Apple stock at $340, representing an 18.42% increase.
Gemini 3.5 Flash was the most conservative, forecasting a price of $335, while Claude Opus 4.8 projected $338 and Grok 4.5 predicted $339.
AAPL stock price prediction. Source: Finbold Apple stock price fundamentals The AI forecast arrives as investors focus on Apple’s upcoming fiscal third-quarter earnings report, scheduled for July 30.
Several Wall Street firms have maintained bullish outlooks ahead of the release, citing strong revenue growth and resilient demand across Apple’s ecosystem.
Notably, analysts expect Apple to post earnings per share of $1.89, up from $1.65 in the same quarter a year earlier. Revenue is projected to reach approximately $109 billion, reflecting double-digit annual growth driven by continued strength in iPhone sales, Services revenue, and the company’s broader ecosystem.
The consensus estimates follow a strong fiscal second quarter, when Apple reported revenue of $111.18 billion and earnings per share of $2.01, exceeding analyst expectations on both metrics.
The earnings release could prove particularly important because Apple stock has recovered strongly from a June correction.
The technology company regained momentum during July and briefly reclaimed the title of the world’s most valuable publicly traded company by market capitalization before investors shifted their focus to the upcoming earnings report.
Market participants are also closely monitoring management’s commentary on artificial intelligence investments, which have become a major driver of sentiment across the technology sector.
Recent earnings reports from large-cap technology companies have shown that investors remain sensitive to rising AI-related capital expenditures, even when revenue and profit results exceed expectations.
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AlTi Global Inc. decreased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 16,041 shares of the social networking company’s stock after selling 1,004 shares during the period. AlTi Global Inc.’s holdings in Meta Platforms were worth $9,177,000 as of its most recent SEC filing.
Several other institutional investors also recently made changes to their positions in META. RHL Group LLC bought a new position in Meta Platforms in the 4th quarter valued at about $28,000. Strategic Wealth Advisors LLC bought a new stake in shares of Meta Platforms in the fourth quarter valued at about $29,000. Safe Harbor Fiduciary LLC acquired a new position in shares of Meta Platforms in the 4th quarter valued at $42,000. Bayban increased its position in shares of Meta Platforms by 100.0% during the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock worth $40,000 after purchasing an additional 35 shares in the last quarter. Finally, Key Capital Management INC bought a new stake in Meta Platforms during the 4th quarter worth about $48,000. 79.91% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In META has been the subject of a number of analyst reports. Piper Sandler started coverage on Meta Platforms in a research note on Tuesday, June 2nd. They set an “overweight” rating for the company. Guggenheim reduced their price objective on shares of Meta Platforms from $850.00 to $800.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $810.00 price objective on shares of Meta Platforms in a research note on Monday, June 1st. Truist Financial lowered their target price on Meta Platforms from $900.00 to $840.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Finally, The Goldman Sachs Group cut Meta Platforms from a “buy” rating to a “sell” rating in a research note on Tuesday, June 2nd. Five research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $835.64.
Check Out Our Latest Stock Report on Meta Platforms
Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Meta Platforms Price Performance META stock opened at $595.19 on Friday. 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. The stock has a market cap of $1.51 trillion, a price-to-earnings ratio of 21.64, a P/E/G ratio of 1.02 and a beta of 1.25. The company has a 50 day simple moving average of $604.51 and a 200 day simple moving average of $625.76.
Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, beating analysts’ consensus estimates of $6.67 by $3.77. The company had revenue of $56.31 billion during the quarter, compared to analysts’ expectations of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.Meta Platforms’s revenue was up 33.1% compared to the same quarter last year. During the same period in the prior year, the company earned $6.43 EPS. Research analysts anticipate that Meta Platforms, Inc. will post 29.49 EPS for the current fiscal year.
Meta Platforms Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were issued a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Monday, June 15th. Meta Platforms’s payout ratio is 7.63%.
Insider Activity at Meta Platforms In other Meta Platforms news, COO Javier Olivan sold 1,887 shares of the company’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $600.62, for a total value of $1,133,369.94. Following the sale, the chief operating officer owned 1,802 shares in the company, valued at approximately $1,082,317.24. The trade was a 51.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis J. Mahoney sold 2,079 shares of the firm’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $609.92, for a total value of $1,268,023.68. Following the transaction, the insider owned 1,118 shares of the company’s stock, valued at $681,890.56. This trade represents a 65.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 37,948 shares of company stock worth $23,184,319 over the last three months. Company insiders own 13.53% of the company’s stock.
About Meta Platforms (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.
Read More Five stocks we like better than Meta Platforms AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits 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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Amova Asset Management Americas Inc. decreased its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 14.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 198,426 shares of the social networking company’s stock after selling 33,738 shares during the period. Meta Platforms accounts for about 1.6% of Amova Asset Management Americas Inc.’s holdings, making the stock its 17th biggest position. Amova Asset Management Americas Inc.’s holdings in Meta Platforms were worth $113,502,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. grew its position in shares of Meta Platforms by 3.8% in the fourth quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company’s stock valued at $132,015,115,000 after purchasing an additional 7,269,279 shares in the last quarter. Auto Owners Insurance Co increased its position in shares of Meta Platforms by 76,587.7% during the fourth quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock valued at $69,502,379,000 after buying an additional 105,154,977 shares during the period. State Street Corp lifted its holdings in shares of Meta Platforms by 5.1% in the fourth quarter. State Street Corp now owns 90,841,345 shares of the social networking company’s stock worth $59,963,463,000 after buying an additional 4,395,763 shares in the last quarter. Geode Capital Management LLC boosted its position in shares of Meta Platforms by 1.7% in the fourth quarter. Geode Capital Management LLC now owns 52,806,712 shares of the social networking company’s stock valued at $34,734,628,000 after acquiring an additional 878,396 shares during the period. Finally, Capital World Investors grew its stake in Meta Platforms by 0.8% during the fourth quarter. Capital World Investors now owns 39,558,637 shares of the social networking company’s stock valued at $26,112,735,000 after acquiring an additional 310,947 shares in the last quarter. Institutional investors own 79.91% of the company’s stock.
Insider Activity at Meta Platforms In other Meta Platforms news, 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 transaction, the director owned 3,443 shares in the company, valued at approximately $2,092,483.25. This represents a 12.68% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 1,887 shares of the firm’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $600.62, for a total value of $1,133,369.94. Following the completion of the transaction, the chief operating officer directly owned 1,802 shares in the company, valued at approximately $1,082,317.24. This represents a 51.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 37,948 shares of company stock valued at $23,184,319 over the last ninety days. Insiders own 13.53% of the company’s stock.
Meta Platforms Price Performance META opened at $595.19 on Friday. The stock’s 50 day simple moving average is $604.51 and its 200 day simple moving average is $625.76. 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, Inc. has a 1 year low of $520.26 and a 1 year high of $796.25. The firm has a market cap of $1.51 trillion, a price-to-earnings ratio of 21.64, a PEG ratio of 1.02 and a beta of 1.25.
Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.67 by $3.77. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The firm had revenue of $56.31 billion for the quarter, compared to analysts’ expectations of $55.56 billion. During the same quarter last year, the business earned $6.43 earnings per share. The business’s revenue was up 33.1% on a year-over-year basis. As a group, analysts predict that Meta Platforms, Inc. will post 29.49 earnings per share for the current year.
Meta Platforms Announces Dividend The company also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were paid a $0.525 dividend. The ex-dividend date was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a yield of 0.4%. Meta Platforms’s payout ratio is presently 7.63%.
Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Analysts Set New Price Targets Several research firms have issued reports on META. Raymond James Financial increased their target price on shares of Meta Platforms from $825.00 to $850.00 and gave the stock a “strong-buy” rating in a research note on Tuesday. Sanford C. Bernstein decreased their price target on shares of Meta Platforms from $900.00 to $850.00 and set an “outperform” rating on the stock in a report on Thursday, April 30th. TD Cowen dropped their price objective on Meta Platforms from $820.00 to $800.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Wells Fargo & Company boosted their target price on Meta Platforms from $767.00 to $835.00 and gave the stock an “overweight” rating in a research report on Tuesday. Finally, Piper Sandler started coverage on Meta Platforms in a research report on Tuesday, June 2nd. They set an “overweight” rating for the company. Five investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $835.64.
Check Out Our Latest Report on Meta Platforms
Meta Platforms Company 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.
See Also Five stocks we like better than Meta Platforms AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits 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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Meta (NASDAQ:META | META Price Prediction) heads into its July 29 earnings report with its stock falling while the underlying business continues to accelerate. Shares have declined 7.87% over the past week and 9.68% year to date to $595.19.
With Meta trading at just 18x forward earnings, the recent pullback could offer an attractive entry point ahead of Q2 earnings.
Meta Trades at 18x Earnings Despite 33% Revenue Growth Meta trades at an 18x forward P/E with an 82% gross margin, a 41.44% operating margin, and a 20.69% ROIC. Q1 revenue climbed 33.08% to $56.31 billion, ad impressions increased 19%, and average price per ad climbed 12%. Meanwhile, full-year 2025 free cash flow came in at $43.59 billion, funding $26.25 billion in buybacks alongside a $0.53 quarterly dividend.
Wall Street’s consensus price target sits at $826.01, implying 38.8% upside from the stock’s current price of $595.19. Right now, analysts assigned Meta 57 buy ratings, 6 holds, and zero sell ratings. Paying under 20x earnings for a business generating 20%-plus returns on invested capital feels attractive on a relative-value basis.
Meta Has Beaten Earnings 6 Quarters in a Row Meta has beaten EPS estimates in six consecutive quarters, with the last miss dating all the way back to Q3 of 2022. Polymarket traders assign an 87.1% probability of another beat on July 29, and the full-chain put/call ratio sits at 0.43, with the July 31 expiry at just 0.30. Institutional positioning is decisively long into the release.
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Meta Beats Alphabet on Growth Alphabet (NASDAQ:GOOGL) trades at a more expensive 25x forward P/E (vs Meta’s 18x), but Alphabet’s most recent quarterly revenue growth was 24% versus Meta’s 33%. There’s of course more to consider when comparing the two advertising giants, but Meta stock is cheaper on an earnings basis and is delivering higher top-line growth.
Can Meta Justify Up to $145 Billion in AI Spending? The bear case is capex. Meta raised FY2026 capital spending guidance to $125 to $145 billion, sparking execution concerns. However, Meta’s Q1 operating cash flow of $32.23 billion, interest coverage ratio of 71.48x, and cash and securities of $81.2 billion give the business a cushion against the capex spend.
CFO Susan Li confirmed the company retains the flexibility to “bring it online more slowly or reduce our spending in future years” if returns lag. If Q2 results show that AI investments are strengthening ad performance without eroding margins, the recent pullback could prove to be a compelling buying opportunity.
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Bollard Group LLC trimmed its position in CocaCola Company (The) (NYSE:KO – Free Report) by 2.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 221,331 shares of the company’s stock after selling 6,385 shares during the quarter. Bollard Group LLC’s holdings in CocaCola were worth $16,832,000 as of its most recent SEC filing.
Other hedge funds have also bought and sold shares of the company. Louisbourg Investments Inc. bought a new position in shares of CocaCola in the first quarter valued at about $25,000. Anfield Capital Management LLC grew its stake in CocaCola by 438.8% in the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock valued at $25,000 after buying an additional 294 shares during the last quarter. Headlands Technologies LLC acquired a new position in CocaCola in the 2nd quarter valued at about $26,000. Evolution Wealth Management Inc. raised its holdings in CocaCola by 1,081.8% in the 4th quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after acquiring an additional 357 shares during the period. Finally, Daytona Street Capital LLC acquired a new stake in CocaCola during the fourth quarter worth approximately $29,000. 70.26% of the stock is currently owned by institutional investors and hedge funds.
CocaCola Price Performance CocaCola stock opened at $82.19 on Friday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $85.68. The stock has a market capitalization of $353.60 billion, a P/E ratio of 25.84, a price-to-earnings-growth ratio of 3.29 and a beta of 0.34. The stock has a fifty day moving average of $81.43 and a 200-day moving average of $78.05.
CocaCola (NYSE:KO – Get Free Report) last posted its earnings results on Tuesday, April 28th. The company reported $0.86 earnings per share for the quarter, topping analysts’ consensus estimates of $0.81 by $0.05. The firm had revenue of $12.47 billion for the quarter, compared to analysts’ expectations of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The company’s revenue was up 11.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.73 earnings per share. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. On average, sell-side analysts expect that CocaCola Company will post 3.26 earnings per share for the current fiscal year.
CocaCola Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be issued a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Tuesday, September 15th. CocaCola’s payout ratio is 66.67%.
Insider Activity In other news, EVP Nancy Quan sold 31,625 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $80.93, for a total value of $2,559,411.25. Following the completion of the transaction, the executive vice president owned 223,330 shares of the company’s stock, valued at $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Chairman James Quincey sold 436,296 shares of the firm’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the completion of the transaction, the chairman owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. This trade represents a 78.03% decrease in their position. The SEC filing for this sale provides additional information. 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. Insiders sold 899,905 shares of company stock valued at $71,832,315 over the last quarter. 0.90% of the stock is owned by company insiders.
Wall Street Analysts Forecast Growth Several equities analysts have recently commented on the company. JPMorgan Chase & Co. upped their target price on CocaCola from $85.00 to $90.00 and gave the company an “overweight” rating in a research report on Friday, July 10th. Morgan Stanley set a $89.00 price target on CocaCola in a research note on Wednesday, June 10th. Barclays upped their price objective on CocaCola from $89.00 to $91.00 and gave the company an “overweight” rating in a report on Tuesday. Citigroup lifted their target price on CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of CocaCola in a research report on Friday. Fourteen investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, CocaCola currently has an average rating of “Moderate Buy” and a consensus target price of $89.33.
Check Out Our Latest Stock Report on KO
Key Stories Impacting CocaCola Here are the key news stories impacting CocaCola this week:
Positive Sentiment: Warren Buffett reportedly said Coca-Cola remains one of his preferred businesses, reinforcing the company’s reputation as a durable, high-quality consumer staple and potentially supporting investor confidence. Article Title Positive Sentiment: Articles highlighting Coca-Cola as a top dividend stock and a favorite among large investors may help reinforce the stock’s defensive, income-oriented appeal. Article Title Positive Sentiment: Coverage ahead of Q2 earnings suggests Wall Street is watching for pricing strength and margin gains, which could support the stock if Coca-Cola beats expectations again. Article Title Neutral Sentiment: Several articles simply preview Coca-Cola’s upcoming results and key metrics, indicating investor focus is centered on the earnings release rather than a new company-specific catalyst. Article Title Negative Sentiment: Recent market commentary noted Coca-Cola underperformed the broader market in the latest session, reflecting near-term selling pressure on the shares. Article Title Negative Sentiment: Some analyst-style pieces argue investors could do better in other dividend stocks or Pepsico, which may create mild competition for Coca-Cola among income-focused buyers. Article Title CocaCola Company Profile (Free Report)
The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.
Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.
Further Reading Five stocks we like better than CocaCola AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KO – Free Report).
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Aristotle Capital Management LLC decreased its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 5.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,270,438 shares of the company’s stock after selling 730,342 shares during the period. CocaCola accounts for about 2.0% of Aristotle Capital Management LLC’s investment portfolio, making the stock its 17th largest holding. Aristotle Capital Management LLC owned 0.29% of CocaCola worth $933,171,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Anfield Capital Management LLC grew its position in CocaCola by 438.8% during the 4th quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after purchasing an additional 294 shares in the last quarter. Louisbourg Investments Inc. acquired a new stake in shares of CocaCola during the first quarter worth approximately $25,000. Headlands Technologies LLC acquired a new stake in shares of CocaCola during the second quarter worth approximately $26,000. Evolution Wealth Management Inc. grew its position in CocaCola by 1,081.8% during the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after purchasing an additional 357 shares in the last quarter. Finally, Daytona Street Capital LLC purchased a new position in CocaCola during the fourth quarter valued at approximately $29,000. 70.26% of the stock is owned by institutional investors.
Insiders Place Their Bets In other news, Chairman James Quincey sold 436,296 shares of the company’s stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $80.13, for a total transaction of $34,960,398.48. Following the completion of the transaction, the chairman owned 122,833 shares of the company’s stock, valued at approximately $9,842,608.29. This represents a 78.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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. Also, EVP Nancy Quan sold 31,625 shares of the business’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $80.93, for a total value of $2,559,411.25. Following the transaction, the executive vice president owned 223,330 shares in the company, valued at $18,074,096.90. This represents a 12.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 899,905 shares of company stock worth $71,832,315 in the last ninety days. Insiders own 0.90% of the company’s stock.
CocaCola Stock Performance Shares of NYSE KO opened at $82.19 on Friday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. The firm has a market cap of $353.60 billion, a price-to-earnings ratio of 25.84, a P/E/G ratio of 3.29 and a beta of 0.34. The business’s 50-day simple moving average is $81.43 and its 200-day simple moving average is $78.05. CocaCola Company has a 52 week low of $65.35 and a 52 week high of $85.68.
CocaCola (NYSE:KO – Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.81 by $0.05. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The business had revenue of $12.47 billion during the quarter, compared to the consensus estimate of $12.24 billion. During the same period in the prior year, the firm earned $0.73 EPS. CocaCola’s quarterly revenue was up 11.4% compared to the same quarter last year. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. As a group, equities research analysts expect that CocaCola Company will post 3.26 earnings per share for the current fiscal year.
CocaCola Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be given a $0.53 dividend. This represents a $2.12 annualized dividend and a yield of 2.6%. The ex-dividend date is Tuesday, September 15th. CocaCola’s dividend payout ratio (DPR) is currently 66.67%.
Key Stories Impacting CocaCola Here are the key news stories impacting CocaCola this week:
Positive Sentiment: Warren Buffett reportedly said Coca-Cola remains one of his preferred businesses, reinforcing the company’s reputation as a durable, high-quality consumer staple and potentially supporting investor confidence. Article Title Positive Sentiment: Articles highlighting Coca-Cola as a top dividend stock and a favorite among large investors may help reinforce the stock’s defensive, income-oriented appeal. Article Title Positive Sentiment: Coverage ahead of Q2 earnings suggests Wall Street is watching for pricing strength and margin gains, which could support the stock if Coca-Cola beats expectations again. Article Title Neutral Sentiment: Several articles simply preview Coca-Cola’s upcoming results and key metrics, indicating investor focus is centered on the earnings release rather than a new company-specific catalyst. Article Title Negative Sentiment: Recent market commentary noted Coca-Cola underperformed the broader market in the latest session, reflecting near-term selling pressure on the shares. Article Title Negative Sentiment: Some analyst-style pieces argue investors could do better in other dividend stocks or Pepsico, which may create mild competition for Coca-Cola among income-focused buyers. Article Title Analyst Ratings Changes A number of research firms have issued reports on KO. Piper Sandler reiterated an “overweight” rating on shares of CocaCola in a research report on Friday, June 26th. Sanford C. Bernstein set a $83.00 price target on shares of CocaCola in a report on Thursday, July 9th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of CocaCola in a research note on Friday. Weiss Ratings raised CocaCola from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, May 4th. Finally, Truist Financial set a $88.00 target price on CocaCola in a research note on Friday, June 26th. Fourteen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $89.33.
Get Our Latest Stock Analysis on KO
About CocaCola (Free Report)
The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.
Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.
Further Reading Five stocks we like better than CocaCola AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KO – Free Report).
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Anchor Investment Management LLC raised its holdings in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 3.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 73,881 shares of the e-commerce giant’s stock after buying an additional 2,160 shares during the quarter. Amazon.com accounts for approximately 1.3% of Anchor Investment Management LLC’s holdings, making the stock its 16th biggest holding. Anchor Investment Management LLC’s holdings in Amazon.com were worth $15,387,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Red Crane Wealth Management LLC boosted its holdings in shares of Amazon.com by 2.3% in the 1st quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant’s stock worth $346,000 after acquiring an additional 38 shares in the last quarter. Robinson Smith Wealth Advisors LLC raised its holdings in shares of Amazon.com by 0.7% in the first quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock valued at $1,147,000 after buying an additional 40 shares during the last quarter. Lifelong Wealth Advisors Inc. lifted its position in Amazon.com by 2.4% during the 4th quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant’s stock worth $402,000 after buying an additional 41 shares in the last quarter. Financial Connections Group Inc. grew its holdings in Amazon.com by 2.6% during the 4th quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant’s stock worth $376,000 after acquiring an additional 42 shares during the last quarter. Finally, Marquette Asset Management LLC increased its position in Amazon.com by 5.1% in the 4th quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant’s stock valued at $205,000 after acquiring an additional 43 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.
Amazon.com News Roundup Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Options data and several analyst/commentary pieces suggest traders expect a post-earnings move higher, and multiple firms remain bullish on AMZN heading into the July 30 report. Ahead of Amazon Earnings, Here’s What Barchart Data Says Comes Next for AMZN Stock Positive Sentiment: India eased e-commerce export rules, which is a win for Amazon’s international marketplace ambitions and could support long-term growth. India relaxes e-commerce investment rules for exports in win for Amazon Positive Sentiment: Several bullish research notes continue to frame AWS, custom silicon, and Amazon’s AI buildout as long-term growth drivers, with some investors arguing the capex surge should ultimately strengthen Amazon’s competitive moat. Amazon: Why The CapEx Surge Makes Me More Bullish, Not Less Analyst Ratings Changes A number of brokerages recently weighed in on AMZN. Susquehanna reissued a “positive” rating and issued a $325.00 price target (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. Rosenblatt Securities increased their price target on shares of Amazon.com from $296.00 to $332.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Royal Bank Of Canada restated a “buy” rating on shares of Amazon.com in a report on Tuesday, June 16th. Cantor Fitzgerald reiterated an “overweight” rating and set a $330.00 price objective (up from $280.00) on shares of Amazon.com in a report on Thursday, April 30th. Finally, Oppenheimer boosted their price objective on Amazon.com from $275.00 to $320.00 and gave the company an “outperform” rating in a research report on Thursday, April 30th. Fifty-seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $312.91.
Read Our Latest Report on Amazon.com
Insider Buying and Selling In related news, CEO Andrew R. Jassy sold 20,000 shares of the stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $263.42, for a total transaction of $5,268,400.00. Following the sale, the chief executive officer owned 2,205,766 shares of the company’s stock, valued at $581,042,879.72. This represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,270 shares of Amazon.com stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $268.53, for a total value of $2,489,273.10. Following the completion of the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at $11,060,750.70. This represents a 18.37% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 140,425 shares of company stock valued at $37,715,464 in the last quarter. Corporate insiders own 8.90% of the company’s stock.
Amazon.com Price Performance NASDAQ:AMZN opened at $232.11 on Friday. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $278.56. The stock’s 50 day moving average price is $248.26 and its two-hundred day moving average price is $236.32. The company has a quick ratio of 1.01, a current ratio of 1.18 and a debt-to-equity ratio of 0.27. The firm has a market capitalization of $2.50 trillion, a price-to-earnings ratio of 27.76, a P/E/G ratio of 1.75 and a beta of 1.46.
Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, beating the consensus estimate of $1.63 by $1.15. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The company had revenue of $181.52 billion for the quarter, compared to analyst estimates of $177.28 billion. During the same period in the prior year, the firm earned $1.59 earnings per share. The company’s revenue was up 16.6% on a year-over-year basis. On average, analysts anticipate that Amazon.com, Inc. will post 7.75 earnings per share for the current year.
Amazon.com Company Profile (Free Report)
Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.
Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.
See Also Five stocks we like better than Amazon.com AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits
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Associated Banc Corp grew its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 0.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 585,583 shares of the e-commerce giant’s stock after purchasing an additional 4,256 shares during the quarter. Amazon.com accounts for about 3.2% of Associated Banc Corp’s holdings, making the stock its 6th biggest holding. Associated Banc Corp’s holdings in Amazon.com were worth $121,959,000 as of its most recent SEC filing.
Other large investors have also recently added to or reduced their stakes in the company. MilWealth Group LLC increased its holdings in Amazon.com by 79.0% during the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock worth $41,000 after purchasing an additional 79 shares during the period. Lifetime Wealth Management P.C. purchased a new stake in shares of Amazon.com during the fourth quarter worth approximately $45,000. Elkhorn Partners Limited Partnership raised its holdings in Amazon.com by 900.0% in the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock valued at $46,000 after acquiring an additional 180 shares in the last quarter. Fairway Wealth LLC lifted its stake in Amazon.com by 95.6% in the fourth quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant’s stock worth $51,000 after acquiring an additional 108 shares during the last quarter. Finally, Prudent Man Investment Management Inc. grew its stake in shares of Amazon.com by 87.7% during the fourth quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant’s stock worth $53,000 after purchasing an additional 107 shares in the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.
Key Stories Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Options data and several analyst/commentary pieces suggest traders expect a post-earnings move higher, and multiple firms remain bullish on AMZN heading into the July 30 report. Ahead of Amazon Earnings, Here’s What Barchart Data Says Comes Next for AMZN Stock Positive Sentiment: India eased e-commerce export rules, which is a win for Amazon’s international marketplace ambitions and could support long-term growth. India relaxes e-commerce investment rules for exports in win for Amazon Positive Sentiment: Several bullish research notes continue to frame AWS, custom silicon, and Amazon’s AI buildout as long-term growth drivers, with some investors arguing the capex surge should ultimately strengthen Amazon’s competitive moat. Amazon: Why The CapEx Surge Makes Me More Bullish, Not Less Amazon.com Stock Performance Shares of AMZN opened at $232.11 on Friday. The company has a quick ratio of 1.01, a current ratio of 1.18 and a debt-to-equity ratio of 0.27. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $278.56. The company has a 50-day simple moving average of $248.26 and a 200-day simple moving average of $236.32. The company has a market capitalization of $2.50 trillion, a PE ratio of 27.76, a P/E/G ratio of 1.75 and a beta of 1.46.
Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, topping analysts’ consensus estimates of $1.63 by $1.15. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The firm had revenue of $181.52 billion for the quarter, compared to the consensus estimate of $177.28 billion. During the same quarter in the previous year, the firm earned $1.59 earnings per share. The firm’s revenue was up 16.6% on a year-over-year basis. Equities research analysts predict that Amazon.com, Inc. will post 7.75 earnings per share for the current fiscal year.
Analyst Upgrades and Downgrades A number of brokerages recently issued reports on AMZN. Guggenheim reaffirmed a “buy” rating and issued a $320.00 price target (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. Barclays reissued an “overweight” rating on shares of Amazon.com in a research report on Tuesday, June 9th. Wedbush reiterated an “outperform” rating and issued a $293.00 price objective on shares of Amazon.com in a research note on Thursday. Arete Research raised their target price on shares of Amazon.com from $301.00 to $310.00 and gave the stock a “buy” rating in a research report on Monday, May 18th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Amazon.com in a research report on Thursday, June 18th. Fifty-seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, Amazon.com presently has a consensus rating of “Moderate Buy” and a consensus price target of $312.91.
Check Out Our Latest Analysis on AMZN
Insider Activity In other news, Director Jonathan Rubinstein sold 3,706 shares of the business’s stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $273.02, for a total value of $1,011,812.12. Following the completion of the transaction, the director directly owned 74,948 shares of the company’s stock, valued at $20,462,302.96. The trade was a 4.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 15,467 shares of the company’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $263.40, for a total value of $4,074,007.80. Following the completion of the sale, the chief executive officer owned 14,159 shares in the company, valued at $3,729,480.60. This represents a 52.21% 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. Insiders sold a total of 140,425 shares of company stock valued at $37,715,464 in the last 90 days. Insiders own 8.90% of the company’s stock.
Amazon.com Profile (Free Report)
Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.
Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.
Featured Articles Five stocks we like better than Amazon.com AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).
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ARQ Wealth Advisors LLC boosted its position in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 112.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,480 shares of the e-commerce giant's stock after acquiring an additional 5,556 shares during the period.
Channing Global Advisors LLC increased its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 30.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 16,004 shares of the software giant’s stock after buying an additional 3,725 shares during the period. Microsoft accounts for approximately 3.5% of Channing Global Advisors LLC’s holdings, making the stock its 7th biggest position. Channing Global Advisors LLC’s holdings in Microsoft were worth $5,924,000 at the end of the most recent reporting period.
A number of other large investors also recently modified their holdings of MSFT. Taylor Securities Services Inc. purchased a new stake in Microsoft in the fourth quarter valued at approximately $2,616,000. Werba Rubin Papier Wealth Management lifted its position in Microsoft by 15.7% in the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock valued at $6,041,000 after purchasing an additional 1,698 shares during the last quarter. SG Americas Securities LLC boosted its position in Microsoft by 2,332.1% during the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock valued at $3,262,509,000 after buying an additional 6,468,645 shares during the period. World Investment Advisors increased its holdings in Microsoft by 22.1% during the 4th quarter. World Investment Advisors now owns 272,424 shares of the software giant’s stock valued at $131,750,000 after purchasing an additional 49,371 shares during the period. Finally, Overbrook Management Corp raised its holdings in shares of Microsoft by 2.8% during the fourth quarter. Overbrook Management Corp now owns 87,535 shares of the software giant’s stock valued at $42,334,000 after acquiring an additional 2,384 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.
Microsoft Stock Up 0.0% Shares of NASDAQ:MSFT opened at $381.70 on Friday. The business’s 50 day moving average is $398.21 and its 200 day moving average is $408.08. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The stock has a market cap of $2.84 trillion, a P/E ratio of 22.72, a price-to-earnings-growth ratio of 1.17 and a beta of 1.13. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.
Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business’s revenue was up 18.3% compared to the same quarter last year. During the same period last year, the business posted $3.46 EPS. Sell-side analysts predict that Microsoft Corporation will post 16.7 EPS for the current year.
Microsoft Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.
Analyst Upgrades and Downgrades MSFT has been the topic of several research reports. Guggenheim reaffirmed a “buy” rating and set a $586.00 price objective on shares of Microsoft in a research report on Thursday, April 30th. DZ Bank reiterated a “buy” rating on shares of Microsoft in a research note on Thursday, April 30th. Piper Sandler reissued an “overweight” rating on shares of Microsoft in a report on Tuesday, May 26th. UBS Group restated a “buy” rating on shares of Microsoft in a research note on Friday, April 24th. Finally, Royal Bank Of Canada restated a “buy” rating on shares of Microsoft in a research note on Friday, May 22nd. Forty-two investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $555.40.
Get Our Latest Research Report on Microsoft
Key Stories Impacting Microsoft Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft joined 25 tech companies in urging U.S. policymakers not to impose broad restrictions on open-weight and open-source AI models, a stance that supports its broader AI ecosystem strategy and could help preserve flexibility for future product development. Reuters article Positive Sentiment: Microsoft also backed a coalition letter with Nvidia, Meta, and other firms arguing that open-weight AI is important for U.S. leadership, reinforcing investor confidence that the company remains a major AI platform player rather than being boxed into one model provider. Business Insider article Positive Sentiment: Microsoft’s expanded Databricks partnership extends a key cloud/data-AI relationship through the 2030s, which should help Azure adoption and strengthen long-term enterprise demand for Microsoft’s cloud services. TipRanks article Neutral Sentiment: Several previews ahead of Microsoft’s July 29 earnings report say the big investor focus will be FY2027 CapEx guidance and Azure growth, with analysts expecting strong results but worrying that AI infrastructure spending could weigh on free cash flow and margins. MarketBeat article Negative Sentiment: Multiple law firms issued class-action alerts and deadline reminders tied to Microsoft securities-fraud claims, including allegations related to Copilot disclosures, which adds headline risk and may keep some investors cautious into earnings. GlobeNewswire article Negative Sentiment: Broader tech weakness tied to AI spending fears also weighed on Microsoft, as investors sold mega-cap names after seeing massive capital outlays across the sector and questioning near-term returns on AI investment. Fox Business article Insider Buying and Selling In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 23,762 shares of company stock worth $10,508,361 in the last 90 days. Insiders own 0.03% of the company’s stock.
Microsoft Profile (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
Recommended Stories Five stocks we like better than Microsoft AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).
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Corrado Advisors LLC grew its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 196.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 6,314 shares of the software giant’s stock after purchasing an additional 4,181 shares during the period. Corrado Advisors LLC’s holdings in Microsoft were worth $2,337,000 as of its most recent SEC filing.
Several other large investors have also recently bought and sold shares of the stock. Taylor Securities Services Inc. acquired a new position in Microsoft during the fourth quarter valued at $2,616,000. Werba Rubin Papier Wealth Management increased its stake in shares of Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after purchasing an additional 1,698 shares during the last quarter. SG Americas Securities LLC increased its position in Microsoft by 2,332.1% during the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock worth $3,262,509,000 after buying an additional 6,468,645 shares during the last quarter. World Investment Advisors raised its stake in shares of Microsoft by 22.1% in the 4th quarter. World Investment Advisors now owns 272,424 shares of the software giant’s stock valued at $131,750,000 after acquiring an additional 49,371 shares in the last quarter. Finally, Overbrook Management Corp lifted its stake in shares of Microsoft by 2.8% in the fourth quarter. Overbrook Management Corp now owns 87,535 shares of the software giant’s stock worth $42,334,000 after buying an additional 2,384 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.
Key Headlines Impacting Microsoft Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft joined 25 tech companies in urging U.S. policymakers not to impose broad restrictions on open-weight and open-source AI models, a stance that supports its broader AI ecosystem strategy and could help preserve flexibility for future product development. Reuters article Positive Sentiment: Microsoft also backed a coalition letter with Nvidia, Meta, and other firms arguing that open-weight AI is important for U.S. leadership, reinforcing investor confidence that the company remains a major AI platform player rather than being boxed into one model provider. Business Insider article Positive Sentiment: Microsoft’s expanded Databricks partnership extends a key cloud/data-AI relationship through the 2030s, which should help Azure adoption and strengthen long-term enterprise demand for Microsoft’s cloud services. TipRanks article Neutral Sentiment: Several previews ahead of Microsoft’s July 29 earnings report say the big investor focus will be FY2027 CapEx guidance and Azure growth, with analysts expecting strong results but worrying that AI infrastructure spending could weigh on free cash flow and margins. MarketBeat article Negative Sentiment: Multiple law firms issued class-action alerts and deadline reminders tied to Microsoft securities-fraud claims, including allegations related to Copilot disclosures, which adds headline risk and may keep some investors cautious into earnings. GlobeNewswire article Negative Sentiment: Broader tech weakness tied to AI spending fears also weighed on Microsoft, as investors sold mega-cap names after seeing massive capital outlays across the sector and questioning near-term returns on AI investment. Fox Business article Insiders Place Their Bets In other news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 23,762 shares of company stock worth $10,508,361 over the last three months. Insiders own 0.03% of the company’s stock.
Wall Street Analysts Forecast Growth MSFT has been the topic of several research analyst reports. CLSA initiated coverage on shares of Microsoft in a research note on Monday. They issued an “outperform” rating and a $535.00 price objective on the stock. Sanford C. Bernstein reissued an “outperform” rating and set a $646.00 price objective on shares of Microsoft in a report on Wednesday. Arete Research lifted their price objective on Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. President Capital raised their price target on shares of Microsoft from $500.00 to $520.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, Argus reduced their target price on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating on the stock in a research note on Friday, July 10th. Forty-two research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $555.40.
Read Our Latest Report on Microsoft
Microsoft Price Performance NASDAQ:MSFT opened at $381.70 on Friday. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $555.45. The stock’s 50 day moving average price is $398.21 and its two-hundred day moving average price is $408.08. The firm has a market capitalization of $2.84 trillion, a price-to-earnings ratio of 22.72, a P/E/G ratio of 1.17 and a beta of 1.13.
Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm’s revenue for the quarter was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.46 EPS. On average, analysts anticipate that Microsoft Corporation will post 16.7 earnings per share for the current year.
Microsoft Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 1.0%. Microsoft’s dividend payout ratio (DPR) is 21.67%.
Microsoft Profile (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
Read More Five stocks we like better than Microsoft AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).
Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.
Fulcrum Capital LLC raised its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 8.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 83,376 shares of the software giant’s stock after purchasing an additional 6,364 shares during the period. Microsoft makes up approximately 6.7% of Fulcrum Capital LLC’s investment portfolio, making the stock its 2nd biggest position. Fulcrum Capital LLC’s holdings in Microsoft were worth $30,863,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Longfellow Investment Management Co. LLC boosted its stake in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC raised its position in Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after purchasing an additional 20 shares during the last quarter. Fischer Investment Strategies LLC grew its holdings in Microsoft by 3.1% during the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock worth $337,000 after acquiring an additional 21 shares during the last quarter. Pollock Investment Advisors LLC grew its stake in shares of Microsoft by 0.8% in the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock worth $1,453,000 after purchasing an additional 21 shares during the last quarter. Finally, Better Money Decisions LLC increased its stake in shares of Microsoft by 0.6% in the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock valued at $1,740,000 after buying an additional 21 shares during the period. 71.13% of the stock is currently owned by institutional investors.
Microsoft Trading Up 0.0% NASDAQ MSFT opened at $381.70 on Friday. The business’s fifty day moving average is $398.21 and its 200-day moving average is $408.08. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The stock has a market capitalization of $2.84 trillion, a price-to-earnings ratio of 22.72, a PEG ratio of 1.17 and a beta of 1.13. Microsoft Corporation has a one year low of $349.20 and a one year high of $555.45.
Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same quarter last year, the company posted $3.46 earnings per share. Equities research analysts predict that Microsoft Corporation will post 16.7 EPS for the current year.
Microsoft Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is presently 21.67%.
Analyst Upgrades and Downgrades MSFT has been the subject of a number of analyst reports. Oppenheimer reissued an “outperform” rating and set a $515.00 target price on shares of Microsoft in a research note on Wednesday. Wells Fargo & Company cut their target price on shares of Microsoft from $650.00 to $625.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 15th. Morgan Stanley started coverage on shares of Microsoft in a report on Tuesday. They issued an “overweight” rating and a $600.00 price target for the company. China Renaissance decreased their price target on shares of Microsoft from $630.00 to $550.00 and set a “buy” rating for the company in a research note on Monday, May 4th. Finally, BNP Paribas Exane cut their price objective on shares of Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a research report on Friday, May 1st. Forty-two equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $555.40.
View Our Latest Stock Analysis on MSFT
Insider Activity at Microsoft In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is owned by corporate insiders.
Key Stories Impacting Microsoft Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft joined 25 tech companies in urging U.S. policymakers not to impose broad restrictions on open-weight and open-source AI models, a stance that supports its broader AI ecosystem strategy and could help preserve flexibility for future product development. Reuters article Positive Sentiment: Microsoft also backed a coalition letter with Nvidia, Meta, and other firms arguing that open-weight AI is important for U.S. leadership, reinforcing investor confidence that the company remains a major AI platform player rather than being boxed into one model provider. Business Insider article Positive Sentiment: Microsoft’s expanded Databricks partnership extends a key cloud/data-AI relationship through the 2030s, which should help Azure adoption and strengthen long-term enterprise demand for Microsoft’s cloud services. TipRanks article Neutral Sentiment: Several previews ahead of Microsoft’s July 29 earnings report say the big investor focus will be FY2027 CapEx guidance and Azure growth, with analysts expecting strong results but worrying that AI infrastructure spending could weigh on free cash flow and margins. MarketBeat article Negative Sentiment: Multiple law firms issued class-action alerts and deadline reminders tied to Microsoft securities-fraud claims, including allegations related to Copilot disclosures, which adds headline risk and may keep some investors cautious into earnings. GlobeNewswire article Negative Sentiment: Broader tech weakness tied to AI spending fears also weighed on Microsoft, as investors sold mega-cap names after seeing massive capital outlays across the sector and questioning near-term returns on AI investment. Fox Business article Microsoft Profile (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
Read More Five stocks we like better than Microsoft AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).
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AlpenGlobal Capital LLC purchased a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 16,177 shares of the software giant’s stock, valued at approximately $5,988,000. Microsoft accounts for about 3.9% of AlpenGlobal Capital LLC’s portfolio, making the stock its 9th largest position.
A number of other institutional investors and hedge funds have also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC raised its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares during the last quarter. Shepherd Kaplan Krochuk LLC raised its holdings in shares of Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after buying an additional 20 shares during the period. Fischer Investment Strategies LLC raised its position in shares of Microsoft by 3.1% in the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock valued at $337,000 after purchasing an additional 21 shares in the last quarter. Pollock Investment Advisors LLC raised its position in shares of Microsoft by 0.8% during the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock valued at $1,453,000 after acquiring an additional 21 shares in the last quarter. Finally, Better Money Decisions LLC lifted its holdings in shares of Microsoft by 0.6% in the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock worth $1,740,000 after purchasing an additional 21 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.
Insider Activity In related news, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is currently owned by corporate insiders.
Microsoft Stock Performance NASDAQ MSFT opened at $381.70 on Friday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $555.45. The firm’s fifty day moving average price is $398.21 and its two-hundred day moving average price is $408.08. The stock has a market cap of $2.84 trillion, a PE ratio of 22.72, a PEG ratio of 1.17 and a beta of 1.13.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same quarter last year, the business earned $3.46 EPS. The company’s revenue was up 18.3% compared to the same quarter last year. On average, equities analysts expect that Microsoft Corporation will post 16.7 EPS for the current fiscal year.
Microsoft Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is 21.67%.
More Microsoft News Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft joined 25 tech companies in urging U.S. policymakers not to impose broad restrictions on open-weight and open-source AI models, a stance that supports its broader AI ecosystem strategy and could help preserve flexibility for future product development. Reuters article Positive Sentiment: Microsoft also backed a coalition letter with Nvidia, Meta, and other firms arguing that open-weight AI is important for U.S. leadership, reinforcing investor confidence that the company remains a major AI platform player rather than being boxed into one model provider. Business Insider article Positive Sentiment: Microsoft’s expanded Databricks partnership extends a key cloud/data-AI relationship through the 2030s, which should help Azure adoption and strengthen long-term enterprise demand for Microsoft’s cloud services. TipRanks article Neutral Sentiment: Several previews ahead of Microsoft’s July 29 earnings report say the big investor focus will be FY2027 CapEx guidance and Azure growth, with analysts expecting strong results but worrying that AI infrastructure spending could weigh on free cash flow and margins. MarketBeat article Negative Sentiment: Multiple law firms issued class-action alerts and deadline reminders tied to Microsoft securities-fraud claims, including allegations related to Copilot disclosures, which adds headline risk and may keep some investors cautious into earnings. GlobeNewswire article Negative Sentiment: Broader tech weakness tied to AI spending fears also weighed on Microsoft, as investors sold mega-cap names after seeing massive capital outlays across the sector and questioning near-term returns on AI investment. Fox Business article Wall Street Analysts Forecast Growth Several equities research analysts have commented on MSFT shares. Cantor Fitzgerald reiterated an “overweight” rating and issued a $502.00 price target on shares of Microsoft in a research report on Thursday, June 4th. Rothschild & Co Redburn cut their price objective on Microsoft from $450.00 to $400.00 and set a “neutral” rating for the company in a research report on Thursday, April 23rd. The Goldman Sachs Group restated a “buy” rating on shares of Microsoft in a research note on Thursday, April 30th. Phillip Securities raised shares of Microsoft to a “buy” rating and set a $485.00 price objective on the stock in a report on Wednesday, May 13th. Finally, TD Cowen reiterated a “buy” rating and set a $540.00 price target on shares of Microsoft in a research report on Thursday, June 4th. Forty-two research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $555.40.
Read Our Latest Research Report on MSFT
About Microsoft (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
Recommended Stories Five stocks we like better than Microsoft AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).
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Microsoft (MSFT +0.02%) has been a poor stock to own over the past year. It's down nearly 30% from its all-time high, although it was down around 35% at the lows of its sell-off. However, I think that could all change on July 29, when Microsoft reports Q4 earnings, which could kick-start the stock's long-awaited rebound.
Microsoft's stock is undervalued and looks like a great buy right now. If the company reports soaring growth in a few key divisions, that could give the market exactly what it needs to see for a major rally in Microsoft's stock.
Image source: Getty Images.
All eyes will be focused on two items Microsoft is a huge company with a wide-ranging business spanning productivity software, gaming, hardware sales, and cloud computing. However, despite Microsoft's size, two factors will drive the response to the earnings report.
First is cloud computing growth. Azure, Microsoft's cloud computing platform, offers a glimpse into the strength of overall AI spending, as several companies, including OpenAI, run AI workflows on Microsoft's servers. As Azure's revenue rises, it shows that more computing capacity is coming online and that it's being contracted out as quickly as it comes online.
Last quarter, Azure's revenue rose 40% year over year. However, investors will want to see a significant acceleration in revenue this quarter.
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Microsoft's competitor in the cloud computing space, Alphabet, saw tremendous growth during its previous quarter. Google Cloud's Q2 revenue rose 82% year over year, a major acceleration from Q1's 63% growth. If Microsoft maintains its 40% growth rate, that may raise red flags, as it would show that Alphabet is expanding far faster than Microsoft. I doubt that happens, and if Azure can report rapid growth, that will be the first catalyst Microsoft stock needs to start a rebound.
The second, and maybe most important, factor will be the fiscal 2027 capital expenditure guidance. Alphabet's stock got hammered following earnings after it bumped up capital expenditures by $10 billion. If the market deemed Microsoft's spending unreasonable, a sell-off may ensue. However, Microsoft's spending has already been tempered compared to its peers, so I don't expect this to happen.
If Azure's growth rate comes in ahead of expectations and capital exposure guidance is in line, I think Microsoft stock is primed to soar after July 29. But if it misses either of these two projections, the stock could tumble even further.
For Canopy Growth (CGC -1.82%), as with most cannabis stocks, the next key catalyst has nothing to do with the industry or the economy. Instead, what will likely cause marijuana stocks to surge or sink from here has to do with an upcoming decision from the U.S. Drug Enforcement Administration (DEA).
This decision wouldn't resolve all of Canopy's regulatory headwinds, but since it could spark another round of bullishness, let's dive into the latest.
Image source: Getty Images.
The DEA, Schedule III, and what it could mean for Canopy Growth The DEA's efforts to reschedule marijuana to Schedule III have been months in the making, with hearings on the matter only taking place recently. Legal experts seem confident that these hearings will lead to a decision that bodes well for the cannabis industry, but it's unclear whether a final decision will finally arrive.
Still, given President Donald Trump's executive order issued last December, which called for reclassification to occur "in the most expeditious manner possible," a final decision could arrive far sooner. While it's not a solution for all regulatory hurdles, it would signal that Canopy is moving closer toward consolidating its U.S. affiliate, Canopy USA, into the parent company. Canopy USA itself would benefit by being no longer subject to the deduction limitations imposed by section 280E of the Internal Revenue Code.
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Buy now, or watch and wait? So, is it time to buy Canopy ahead of the Rescheduling decision, or to watch and wait? Based on past price performance, I would go with the latter. Remember that in April, following the last bit of DEA-related legalization news, Canopy and peers surged briefly, then sank back down.
The same thing could repeat itself if the U.S. Federal Government moves ahead with a broad rescheduling of cannabis. Investors could bid shares up on the headlines at first, then retreat upon reading the details. As the best approach entails holding cannabis stocks as a long-term wager on legalization, not a short-term binary bet, waiting for the next round of regulatory progress to take shape remains your best move.
Bleakley Financial Group LLC grew its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 10.0% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 783,079 shares of the computer hardware maker’s stock after purchasing an additional 71,372 shares during the quarter. NVIDIA comprises about 2.1% of Bleakley Financial Group LLC’s investment portfolio, making the stock its 7th largest position. Bleakley Financial Group LLC’s holdings in NVIDIA were worth $136,569,000 at the end of the most recent quarter.
Several other large investors also recently made changes to their positions in NVDA. Norges Bank bought a new position in shares of NVIDIA in the fourth quarter worth about $62,244,133,000. J. Stern & Co. LLP grew its stake in shares of NVIDIA by 13,709.1% during the fourth quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock valued at $23,454,297,000 after purchasing an additional 124,849,603 shares during the last quarter. Cardano Risk Management B.V. increased its holdings in shares of NVIDIA by 896.4% in the fourth quarter. Cardano Risk Management B.V. now owns 78,123,960 shares of the computer hardware maker’s stock valued at $14,570,119,000 after purchasing an additional 70,283,539 shares in the last quarter. Capital Research Global Investors increased its holdings in shares of NVIDIA by 16.1% in the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after purchasing an additional 22,896,705 shares in the last quarter. Finally, Laurel Wealth Advisors LLC raised its position in NVIDIA by 15,496.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock worth $3,454,534,000 after purchasing an additional 21,725,326 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.
Insider Buying and Selling In other news, Director Stephen C. Neal sold 15,500 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the sale, the director directly owned 116,135 shares in the company, valued at approximately $25,053,803.55. This represents a 11.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Mark A. Stevens sold 885,000 shares of the business’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $210.17, for a total transaction of $186,000,450.00. Following the completion of the transaction, the director owned 5,207,271 shares of the company’s stock, valued at $1,094,412,146.07. The trade was a 14.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,901,125 shares of company stock valued at $410,583,015 over the last 90 days. 3.94% of the stock is owned by corporate insiders.
Key Headlines Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:
Positive Sentiment: NVIDIA announced a joint AI research lab with KAIST in Seoul, a $300 million collaboration that will fund researchers, internships, and AI infrastructure to advance agentic AI in South Korea. NVIDIA and KAIST Launch Joint AI Research Lab to Accelerate AI Innovation in Korea Positive Sentiment: The company also struck a $1.5 billion partnership with Amkor to expand advanced semiconductor packaging and test capacity in the U.S., reinforcing NVIDIA’s AI supply chain and manufacturing footprint. Nvidia, Amkor strike $1.5 billion chip packaging deal Positive Sentiment: Jensen Huang and NVIDIA joined Microsoft, Meta, and others in publicly backing open-source AI models, which could support broader AI adoption and future demand for NVIDIA GPUs. Nvidia, Microsoft and other tech giants back open-source AI models Positive Sentiment: Several technical reports say NVDA is holding support and may be forming a bullish inverse head-and-shoulders pattern, while other analysts point to a breakout above the 50-day moving average as a possible catalyst. NVIDIA Corp. (NVDA) Price Forecast: Can NVDA Break Above Key Resistance? Neutral Sentiment: Institutional filings show continued buying from some funds, but insider activity remains dominated by sales, which keeps sentiment mixed rather than decisively bullish. Fund Update: 337,821 NVIDIA (NVDA) shares added to COMGEST GLOBAL INVESTORS S.A.S. portfolio Negative Sentiment: Broader semiconductor shares have pulled back as investors take profits and worry about AI valuation levels and heavy capex spending, which has weighed on NVIDIA along with the rest of the AI trade. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing? Negative Sentiment: News flow also highlights investor rotation out of the biggest AI winners and concerns that the “Magnificent 7” are digesting a surge in AI infrastructure spending, creating near-term pressure on NVDA despite strong long-term demand. Magnificent 7 stocks shed hundreds of billions amid AI spending fears NVIDIA Trading Down 0.9% Shares of NVDA stock opened at $206.84 on Friday. The company has a market capitalization of $5.01 trillion, a PE ratio of 31.68, a price-to-earnings-growth ratio of 0.41 and a beta of 2.21. The firm has a 50 day moving average price of $207.85 and a two-hundred day moving average price of $195.81. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. NVIDIA Corporation has a 12-month low of $164.07 and a 12-month high of $236.54.
NVIDIA (NASDAQ:NVDA – Get Free Report) last released its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.76 by $0.11. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business had revenue of $81.61 billion during the quarter, compared to the consensus estimate of $78.42 billion. During the same period in the previous year, the company posted $0.81 EPS. The firm’s quarterly revenue was up 85.2% on a year-over-year basis. As a group, analysts predict that NVIDIA Corporation will post 8.79 earnings per share for the current year.
NVIDIA announced that its Board of Directors has authorized a share repurchase program on Wednesday, May 20th that permits the company to buyback $80.00 billion in outstanding shares. This buyback authorization permits the computer hardware maker to reacquire up to 1.5% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s leadership believes its stock is undervalued.
NVIDIA Increases Dividend The business also recently declared a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Thursday, June 4th were paid a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date was Thursday, June 4th. NVIDIA’s dividend payout ratio is presently 15.31%.
Analyst Ratings Changes A number of research analysts have commented on the company. New Street Research decreased their price objective on NVIDIA from $343.00 to $340.00 in a research report on Thursday, May 21st. Weiss Ratings restated a “buy (b)” rating on shares of NVIDIA in a research report on Wednesday, July 8th. JPMorgan Chase & Co. upped their price target on NVIDIA from $265.00 to $280.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Benchmark reiterated a “buy” rating and issued a $335.00 price objective (up from $250.00) on shares of NVIDIA in a research report on Thursday, May 21st. Finally, UBS Group boosted their price objective on NVIDIA from $275.00 to $280.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, NVIDIA has a consensus rating of “Buy” and an average price target of $304.26.
View Our Latest Stock Analysis on NVIDIA
About NVIDIA (Free Report)
NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.
The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.
Further Reading Five stocks we like better than NVIDIA AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits
Receive News & Ratings for NVIDIA Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for NVIDIA and related companies with MarketBeat.com's FREE daily email newsletter.
Bryn Mawr Trust Advisors LLC reduced its holdings in NVIDIA Corporation (NASDAQ: NVDA) by 5.9% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 74,844 shares of the computer hardware maker's stock after selling 4,672 shares during the quarter. Bryn Mawr Trust Advisors
Evernest Financial Advisors LLC trimmed its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 19.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,649 shares of the computer hardware maker’s stock after selling 2,973 shares during the period. Evernest Financial Advisors LLC’s holdings in NVIDIA were worth $2,206,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds have also added to or reduced their stakes in the company. Lifetime Wealth Management P.C. purchased a new position in shares of NVIDIA during the fourth quarter valued at $26,000. Longview Financial Advisors Inc. bought a new position in shares of NVIDIA during the 1st quarter worth approximately $27,000. Longfellow Investment Management Co. LLC grew its holdings in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA during the second quarter worth $40,000. Finally, Inspire Investing LLC purchased a new stake in shares of NVIDIA during the 4th quarter valued at $44,000. 65.27% of the stock is currently owned by institutional investors.
Key Headlines Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:
Positive Sentiment: NVIDIA announced a joint AI research lab with KAIST in Seoul, a $300 million collaboration that will fund researchers, internships, and AI infrastructure to advance agentic AI in South Korea. NVIDIA and KAIST Launch Joint AI Research Lab to Accelerate AI Innovation in Korea Positive Sentiment: The company also struck a $1.5 billion partnership with Amkor to expand advanced semiconductor packaging and test capacity in the U.S., reinforcing NVIDIA’s AI supply chain and manufacturing footprint. Nvidia, Amkor strike $1.5 billion chip packaging deal Positive Sentiment: Jensen Huang and NVIDIA joined Microsoft, Meta, and others in publicly backing open-source AI models, which could support broader AI adoption and future demand for NVIDIA GPUs. Nvidia, Microsoft and other tech giants back open-source AI models Positive Sentiment: Several technical reports say NVDA is holding support and may be forming a bullish inverse head-and-shoulders pattern, while other analysts point to a breakout above the 50-day moving average as a possible catalyst. NVIDIA Corp. (NVDA) Price Forecast: Can NVDA Break Above Key Resistance? Neutral Sentiment: Institutional filings show continued buying from some funds, but insider activity remains dominated by sales, which keeps sentiment mixed rather than decisively bullish. Fund Update: 337,821 NVIDIA (NVDA) shares added to COMGEST GLOBAL INVESTORS S.A.S. portfolio Negative Sentiment: Broader semiconductor shares have pulled back as investors take profits and worry about AI valuation levels and heavy capex spending, which has weighed on NVIDIA along with the rest of the AI trade. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing? Negative Sentiment: News flow also highlights investor rotation out of the biggest AI winners and concerns that the “Magnificent 7” are digesting a surge in AI infrastructure spending, creating near-term pressure on NVDA despite strong long-term demand. Magnificent 7 stocks shed hundreds of billions amid AI spending fears Insider Transactions at NVIDIA In related news, Director Stephen C. Neal sold 15,500 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total value of $3,343,815.00. Following the completion of the transaction, the director owned 116,135 shares of the company’s stock, valued at approximately $25,053,803.55. This represents a 11.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director John Dabiri sold 625 shares of the stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $214.00, for a total value of $133,750.00. Following the transaction, the director owned 14,163 shares in the company, valued at $3,030,882. This represents a 4.23% 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 have sold a total of 1,901,125 shares of company stock valued at $410,583,015 in the last ninety days. 3.94% of the stock is currently owned by corporate insiders.
Analyst Ratings Changes Several research analysts recently weighed in on NVDA shares. The Goldman Sachs Group restated a “buy” rating and set a $285.00 target price (up from $250.00) on shares of NVIDIA in a research note on Wednesday, May 20th. TD Cowen reissued a “buy” rating and issued a $275.00 price target (up from $235.00) on shares of NVIDIA in a report on Friday, May 15th. Tigress Financial restated a “strong-buy” rating and set a $425.00 price target (up from $360.00) on shares of NVIDIA in a research note on Wednesday, May 27th. Daiwa Securities Group upped their price objective on shares of NVIDIA from $215.00 to $255.00 and gave the company an “outperform” rating in a report on Friday, May 22nd. Finally, Susquehanna reaffirmed a “positive” rating and issued a $275.00 price objective (up from $250.00) on shares of NVIDIA in a research report on Tuesday, May 12th. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, NVIDIA currently has an average rating of “Buy” and an average price target of $304.26.
Check Out Our Latest Stock Report on NVDA
NVIDIA Price Performance NASDAQ:NVDA opened at $206.84 on Friday. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85. The company has a 50 day moving average price of $207.85 and a 200-day moving average price of $195.81. NVIDIA Corporation has a 1-year low of $164.07 and a 1-year high of $236.54. The firm has a market cap of $5.01 trillion, a price-to-earnings ratio of 31.68, a price-to-earnings-growth ratio of 0.41 and a beta of 2.21.
NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.76 by $0.11. The firm had revenue of $81.61 billion for the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The firm’s quarterly revenue was up 85.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.81 earnings per share. Equities research analysts forecast that NVIDIA Corporation will post 8.79 EPS for the current year.
NVIDIA declared that its Board of Directors has initiated a share repurchase plan on Wednesday, May 20th that allows the company to buyback $80.00 billion in outstanding shares. This buyback authorization allows the computer hardware maker to buy up to 1.5% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board of directors believes its stock is undervalued.
NVIDIA Increases Dividend The company also recently announced a quarterly dividend, which was paid on Friday, June 26th. Stockholders of record on Thursday, June 4th were paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Thursday, June 4th. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s dividend payout ratio is currently 15.31%.
NVIDIA Profile (Free Report)
NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.
The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.
Further Reading Five stocks we like better than NVIDIA AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).
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Calamos Wealth Management LLC grew its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 2.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 976,409 shares of the computer hardware maker’s stock after purchasing an additional 19,758 shares during the period. NVIDIA comprises approximately 5.9% of Calamos Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. Calamos Wealth Management LLC’s holdings in NVIDIA were worth $170,286,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also bought and sold shares of NVDA. Norges Bank bought a new position in shares of NVIDIA during the fourth quarter worth about $62,244,133,000. J. Stern & Co. LLP grew its holdings in NVIDIA by 13,709.1% in the fourth quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock worth $23,454,297,000 after purchasing an additional 124,849,603 shares during the period. Cardano Risk Management B.V. grew its stake in shares of NVIDIA by 896.4% in the 4th quarter. Cardano Risk Management B.V. now owns 78,123,960 shares of the computer hardware maker’s stock valued at $14,570,119,000 after buying an additional 70,283,539 shares during the period. Capital Research Global Investors increased its holdings in shares of NVIDIA by 16.1% during the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after acquiring an additional 22,896,705 shares in the last quarter. Finally, Laurel Wealth Advisors LLC increased its stake in NVIDIA by 15,496.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock valued at $3,454,534,000 after purchasing an additional 21,725,326 shares in the last quarter. Institutional investors own 65.27% of the company’s stock.
Wall Street Analysts Forecast Growth A number of equities research analysts recently commented on NVDA shares. KeyCorp reissued an “overweight” rating and issued a $330.00 price target (up from $310.00) on shares of NVIDIA in a research report on Tuesday, July 14th. DZ Bank reiterated a “buy” rating on shares of NVIDIA in a research note on Thursday, May 21st. Wolfe Research reiterated an “outperform” rating and set a $275.00 target price on shares of NVIDIA in a research report on Thursday, May 21st. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $315.00 price target (up from $265.00) on shares of NVIDIA in a report on Tuesday, May 12th. Finally, Seaport Research Partners upped their target price on shares of NVIDIA from $140.00 to $180.00 and gave the stock a “sell” rating in a report on Thursday, May 21st. Three analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and an average target price of $304.26.
Get Our Latest Stock Report on NVDA
Key Headlines Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:
Positive Sentiment: NVIDIA announced a joint AI research lab with KAIST in Seoul, a $300 million collaboration that will fund researchers, internships, and AI infrastructure to advance agentic AI in South Korea. NVIDIA and KAIST Launch Joint AI Research Lab to Accelerate AI Innovation in Korea Positive Sentiment: The company also struck a $1.5 billion partnership with Amkor to expand advanced semiconductor packaging and test capacity in the U.S., reinforcing NVIDIA’s AI supply chain and manufacturing footprint. Nvidia, Amkor strike $1.5 billion chip packaging deal Positive Sentiment: Jensen Huang and NVIDIA joined Microsoft, Meta, and others in publicly backing open-source AI models, which could support broader AI adoption and future demand for NVIDIA GPUs. Nvidia, Microsoft and other tech giants back open-source AI models Positive Sentiment: Several technical reports say NVDA is holding support and may be forming a bullish inverse head-and-shoulders pattern, while other analysts point to a breakout above the 50-day moving average as a possible catalyst. NVIDIA Corp. (NVDA) Price Forecast: Can NVDA Break Above Key Resistance? Neutral Sentiment: Institutional filings show continued buying from some funds, but insider activity remains dominated by sales, which keeps sentiment mixed rather than decisively bullish. Fund Update: 337,821 NVIDIA (NVDA) shares added to COMGEST GLOBAL INVESTORS S.A.S. portfolio Negative Sentiment: Broader semiconductor shares have pulled back as investors take profits and worry about AI valuation levels and heavy capex spending, which has weighed on NVIDIA along with the rest of the AI trade. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing? Negative Sentiment: News flow also highlights investor rotation out of the biggest AI winners and concerns that the “Magnificent 7” are digesting a surge in AI infrastructure spending, creating near-term pressure on NVDA despite strong long-term demand. Magnificent 7 stocks shed hundreds of billions amid AI spending fears Insider Buying and Selling In other news, Director Stephen C. Neal sold 15,500 shares of NVIDIA stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the transaction, the director directly owned 116,135 shares in the company, valued at approximately $25,053,803.55. This trade represents a 11.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Mark A. Stevens sold 885,000 shares of the business’s stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $210.17, for a total value of $186,000,450.00. Following the completion of the sale, the director directly owned 5,207,271 shares in the company, valued at approximately $1,094,412,146.07. This represents a 14.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,901,125 shares of company stock valued at $410,583,015 over the last quarter. Corporate insiders own 3.94% of the company’s stock.
NVIDIA Stock Down 0.9% Shares of NASDAQ:NVDA opened at $206.84 on Friday. The firm has a market capitalization of $5.01 trillion, a P/E ratio of 31.68, a P/E/G ratio of 0.41 and a beta of 2.21. The stock has a 50 day moving average price of $207.85 and a 200-day moving average price of $195.81. NVIDIA Corporation has a 52-week low of $164.07 and a 52-week high of $236.54. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44.
NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating the consensus estimate of $1.76 by $0.11. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business had revenue of $81.61 billion during the quarter, compared to analyst estimates of $78.42 billion. During the same quarter last year, the firm posted $0.81 earnings per share. The company’s revenue for the quarter was up 85.2% on a year-over-year basis. As a group, equities research analysts anticipate that NVIDIA Corporation will post 8.79 EPS for the current fiscal year.
NVIDIA Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Thursday, June 4th were given a dividend of $0.25 per share. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date of this dividend was Thursday, June 4th. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. NVIDIA’s dividend payout ratio is 15.31%.
NVIDIA declared that its board has initiated a stock repurchase program on Wednesday, May 20th that authorizes the company to repurchase $80.00 billion in shares. This repurchase authorization authorizes the computer hardware maker to buy up to 1.5% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s board of directors believes its shares are undervalued.
NVIDIA Company Profile (Free Report)
NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.
The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.
Further Reading Five stocks we like better than NVIDIA AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).
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The stock market has spent much of 2026 rewriting the record books. Artificial intelligence spending continues to climb, hyperscalers are expected to commit over $1 trillion to new data centers next year, electricity demand is reaching levels utilities have never planned for, and IPO valuations have returned to nosebleed territory. Even Washington is setting records, with U.S. debt-to-GDP surpassing peaks last seen during World War II. It is becoming the year of superlatives.
Yet history shows that when every trend reaches an extreme at the same time, investors should spend as much time thinking about risk as they do opportunity.
Investors Have Never Been This Eager to Buy Stocks The clearest sign of investor enthusiasm comes from data from Strategas Research Partners and Bloomberg, which shows U.S. equity exchange-traded funds have attracted $880 billion of net inflows so far in 2026 — or more than every full-year total except the record set in 2025.
Even more striking, inflows are running more than twice the pace seen at this point in both 2021 and 2025. If the current trend continues, investors will pour more than $1.4 trillion into U.S. equity ETFs this year — roughly $500 billion above last year’s record of approximately $920 billion. Those aren’t just healthy inflows. They’re unprecedented.
The surge reflects investors’ confidence that AI investment, corporate earnings, and economic growth can continue supporting higher stock prices. Given the scale of spending announced by companies including Nvidia (NASDAQ:NVDA | NVDA Price Prediction), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), and Meta Platforms (NASDAQ:META), that optimism isn’t difficult to understand.
Granted, strong inflows don’t automatically signal a market top. Bull markets often attract more buyers as confidence grows. The problem is that record optimism usually leaves less cash on the sidelines to cushion markets when sentiment changes.
Leverage is a powerful accelerator. Rising markets magnify gains because borrowed money increases purchasing power. Conversely, falling markets can trigger margin calls that force investors to sell into already declining prices, creating a self-reinforcing cycle.
Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Ironically, another corner of the market is already showing signs of stress. According to Reuters and LSEG Lipper data, U.S. investment-grade bond funds and ETFs suffered a record $7.1 billion in weekly withdrawals for the week ended July 22 after an inflation scare pushed Treasury yields higher.
That shift highlights how quickly investor positioning can change when inflation expectations or interest rates move unexpectedly.
Records Don’t Last Forever None of this means a crash is inevitable. Corporate profits remain healthy, AI investment continues expanding, and many technology leaders are generating enormous cash flows that justify continued spending. Those fundamentals are real.
That said, markets rarely move in a straight line forever. Today’s combination of record ETF inflows, record leveraged ETF buying, record margin debt, record AI capital spending, record data center construction, record electricity demand, record IPO valuations, and record federal debt creates a market with very little room for disappointment.
Whether the catalyst is sticky inflation, higher interest rates, slowing earnings growth, geopolitical tensions, or an unexpected economic shock, markets that become crowded on one side can reverse faster than many investors expect.
Key Takeaway In short, the numbers tell a simple story: investors — domestic and foreign — have embraced U.S. stocks with unprecedented conviction. That confidence has been rewarded so far, but it has also pushed positioning to historical extremes.
Smart investors don’t need to abandon the market simply because optimism is high. They should, however, recognize that record inflows and record leverage often amplify both gains and losses. Ultimately, the best defense isn’t predicting the next correction—it’s building a diversified portfolio, avoiding excessive borrowing, and keeping enough liquidity to take advantage of opportunities when others are forced to sell.
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Bank of New York Mellon Corp lowered its position in shares of American Airlines Group Inc. (NASDAQ:AAL – Free Report) by 3.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,933,780 shares of the airline’s stock after selling 120,047 shares during the period. Bank of New York Mellon Corp owned about 0.59% of American Airlines Group worth $42,249,000 at the end of the most recent quarter.
A number of other hedge funds also recently added to or reduced their stakes in the business. West Branch Capital LLC purchased a new stake in shares of American Airlines Group during the 4th quarter worth $31,000. Center for Financial Planning Inc. raised its holdings in American Airlines Group by 377.4% in the fourth quarter. Center for Financial Planning Inc. now owns 2,530 shares of the airline’s stock worth $39,000 after purchasing an additional 2,000 shares in the last quarter. Clearstead Advisors LLC lifted its position in shares of American Airlines Group by 140.3% during the fourth quarter. Clearstead Advisors LLC now owns 2,968 shares of the airline’s stock valued at $45,000 after buying an additional 1,733 shares during the last quarter. Caitong International Asset Management Co. Ltd lifted its position in shares of American Airlines Group by 208.2% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 3,282 shares of the airline’s stock valued at $50,000 after buying an additional 2,217 shares during the last quarter. Finally, TD Waterhouse Canada Inc. boosted its holdings in shares of American Airlines Group by 74.8% in the 4th quarter. TD Waterhouse Canada Inc. now owns 3,500 shares of the airline’s stock valued at $54,000 after buying an additional 1,498 shares in the last quarter. 52.44% of the stock is owned by hedge funds and other institutional investors.
American Airlines Group Price Performance Shares of AAL opened at $14.48 on Friday. The firm has a 50-day simple moving average of $15.35 and a two-hundred day simple moving average of $13.71. American Airlines Group Inc. has a 1-year low of $10.09 and a 1-year high of $18.79. The stock has a market cap of $9.58 billion, a PE ratio of -29.55 and a beta of 1.32.
American Airlines Group (NASDAQ:AAL – Get Free Report) last announced its quarterly earnings results on Thursday, July 23rd. The airline reported $0.15 EPS for the quarter, topping the consensus estimate of $0.03 by $0.12. The firm had revenue of $16.73 billion for the quarter, compared to analyst estimates of $16.70 billion. American Airlines Group had a negative net margin of 0.56% and a negative return on equity of 9.11%. American Airlines Group’s revenue for the quarter was up 16.3% compared to the same quarter last year. During the same period last year, the business earned $0.95 EPS. American Airlines Group has set its Q3 2026 guidance at -0.700–0.100 EPS and its FY 2026 guidance at -0.650-0.650 EPS. As a group, sell-side analysts expect that American Airlines Group Inc. will post 0.2 earnings per share for the current fiscal year.
Key American Airlines Group News Here are the key news stories impacting American Airlines Group this week:
Positive Sentiment: JPMorgan raised its price target on AAL to $24 from $22 and kept an overweight rating, signaling greater confidence in the stock’s upside after the post-earnings pullback. Benzinga Positive Sentiment: Zacks added American Airlines to its Rank #1 (Strong Buy) list, while other commentary said the stock looks technically oversold and could be due for a turnaround. Zacks Positive Sentiment: Analysts and market commentary pointed to improving sentiment around revenue strategy, premium demand, loyalty growth, and network gains, which supports the case for a recovery after the stock’s recent drop. Yahoo Finance Neutral Sentiment: American Airlines reported record quarterly revenue of $16.74 billion and beat EPS expectations, but investors are balancing that strength against a sharp profit decline year over year and a weaker full-year outlook. GlobeNewswire Negative Sentiment: The main pressure point remains surging jet fuel costs, which led American Airlines to cut its earnings guidance and cloud the profit outlook despite strong demand trends. CNBC Insider Transactions at American Airlines Group In other American Airlines Group news, COO David Seymour sold 69,343 shares of the company’s stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $17.00, for a total transaction of $1,178,831.00. Following the completion of the sale, the chief operating officer directly owned 1,025,489 shares of the company’s stock, valued at $17,433,313. This represents a 6.33% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.70% of the stock is owned by company insiders.
Analyst Upgrades and Downgrades Several research analysts recently commented on AAL shares. BMO Capital Markets reduced their price objective on shares of American Airlines Group from $19.50 to $19.00 and set a “market perform” rating for the company in a research note on Friday. Jefferies Financial Group boosted their target price on shares of American Airlines Group from $15.00 to $16.00 and gave the stock a “hold” rating in a research report on Wednesday, June 24th. Weiss Ratings raised American Airlines Group from a “sell (d)” rating to a “sell (d+)” rating in a report on Tuesday, June 23rd. TD Cowen increased their price target on American Airlines Group from $20.00 to $24.00 and gave the stock a “buy” rating in a research report on Thursday, July 2nd. Finally, Morgan Stanley lifted their target price on shares of American Airlines Group from $20.00 to $24.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Eight analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $19.18.
View Our Latest Stock Report on AAL
About American Airlines Group (Free Report)
American Airlines Group Inc is a leading global airline holding company headquartered in Fort Worth, Texas. Formed in December 2013 through the merger of AMR Corporation (parent of American Airlines) and US Airways Group, the company operates one of the world’s largest passenger and cargo networks. Its subsidiaries include American Airlines, which provides mainline service, and American Eagle, a network of regional carriers operating short- and medium-haul routes on behalf of the mainline carrier.
The company offers scheduled air transportation for passengers and cargo to more than 350 destinations in over 50 countries.
Featured Stories Five stocks we like better than American Airlines Group AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding AAL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for American Airlines Group Inc. (NASDAQ:AAL – Free Report).
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At one point, Heartstopper was one of the most talked-about series on Netflix with sky-high critic scores for the show about a love story between two teens. Now? We have gotten to a point where the series finale of the show, which instead is a two-hour movie, came and went largely without a whisper.
That is Heartstopper: Forever, a film adapting the final graphic novel of the series, the movie being released a week ago on Netflix. But if you didn’t know that, no one would blame you. The movie failed to chart on the US top 10 movie list at all, and was nowhere on the global chart. It briefly did well in the UK, but that was about it.
It’s a strange ending for a show that boasts one of the highest critic and audience score combinations in Netflix history, a 98% and 95% on Rotten Tomatoes respectively across three full seasons. And Heartstopper definitely did have stellar viewership for a time.
It’s not clear precisely why this decision was made back in 2025 to release the “final season” as a film instead. It’s possible that declining viewership led to Netflix questioning another full season, but not wanting to end such a good show abruptly with no true finale either.
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The second consideration is its cast schedules. Stars Joe Locke and Kit Connor both said they wanted to return for season 4, and did return for this movie. But Joe Locke is now in the MCU as Warlock and has three upcoming projects. Kit Connor, meanwhile, is even busier, having a run on Broadway for Romeo and Juliet (I saw him, he was great!), and he is set to star in the extremely high-profile Elden Ring game adaptation from frequent collaborator Alex Garland.
Is Heartstopper: Forever bad? Nope, that’s not it. It has a 93% critic score and an 89% audience score, lower than the show but still great. I think the issue here is that this wasn’t promoted as an “event,” combined with a viewership drop-off over time. I also think many people may not have realized the show would end with a movie in the first place, as that generally doesn’t happen. I can’t really think of another instance of this taking place on Netflix, specifically.
So, a strange ending for one of Netflix’s best shows, but three seasons and a conclusive movie are now in Netflix’s catalog for anyone to watch. Check out the whole thing if you haven’t, it’s very good.
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Pick up my sci-fi novels the Herokiller series and The Earthborn Trilogy.
Bollard Group LLC grew its stake in Visa Inc. (NYSE:V – Free Report) by 22.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 31,929 shares of the credit-card processor’s stock after purchasing an additional 5,831 shares during the period. Bollard Group LLC’s holdings in Visa were worth $9,650,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also added to or reduced their stakes in V. Vanguard Group Inc. boosted its stake in shares of Visa by 0.7% during the fourth quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock valued at $56,455,834,000 after purchasing an additional 1,054,343 shares in the last quarter. State Street Corp increased its stake in shares of Visa by 0.8% in the fourth quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock valued at $29,038,140,000 after buying an additional 626,821 shares during the period. Geode Capital Management LLC raised its holdings in Visa by 0.9% in the 4th quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock valued at $15,411,395,000 after buying an additional 388,996 shares during the last quarter. Price T Rowe Associates Inc. MD raised its holdings in Visa by 1.8% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 41,092,294 shares of the credit-card processor’s stock valued at $14,411,480,000 after buying an additional 716,218 shares during the last quarter. Finally, Bank of America Corp DE boosted its position in Visa by 1.7% during the 4th quarter. Bank of America Corp DE now owns 23,835,336 shares of the credit-card processor’s stock worth $8,359,291,000 after buying an additional 398,459 shares during the period. 82.15% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets V has been the topic of a number of research reports. BMO Capital Markets reissued an “outperform” rating and set a $387.00 target price (up from $375.00) on shares of Visa in a report on Wednesday, July 15th. Robert W. Baird set a $412.00 price target on shares of Visa and gave the stock an “outperform” rating in a report on Monday, July 6th. Piper Sandler started coverage on Visa in a report on Monday, June 29th. They issued an “overweight” rating and a $394.00 price objective for the company. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $400.00 target price on shares of Visa in a research report on Wednesday, April 29th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $450.00 target price on shares of Visa in a report on Tuesday, June 2nd. Eight analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $399.41.
View Our Latest Report on Visa
Visa Trading Up 1.0% NYSE V opened at $355.29 on Friday. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.64. The business has a fifty day simple moving average of $337.58 and a 200 day simple moving average of $325.34. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $365.14. The firm has a market capitalization of $637.31 billion, a P/E ratio of 30.95, a PEG ratio of 1.87 and a beta of 0.75.
Visa (NYSE:V – Get Free Report) last posted its earnings results on Tuesday, April 28th. The credit-card processor reported $3.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.10 by $0.21. The firm had revenue of $11.23 billion during the quarter, compared to analyst estimates of $10.75 billion. Visa had a net margin of 51.68% and a return on equity of 65.00%. The business’s revenue was up 17.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.76 EPS. On average, analysts predict that Visa Inc. will post 13.13 EPS for the current fiscal year.
Visa Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th were issued a $0.67 dividend. The ex-dividend date of this dividend was Tuesday, May 12th. This represents a $2.68 annualized dividend and a dividend yield of 0.8%. Visa’s dividend payout ratio is currently 23.34%.
Visa announced that its Board of Directors has approved a stock repurchase program on Tuesday, April 28th that authorizes the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization authorizes the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board believes its stock is undervalued.
Insider Activity at Visa In other news, CFO Chris Suh sold 10,639 shares of the firm’s stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total transaction of $3,455,653.59. Following the completion of the sale, the chief financial officer directly owned 9,872 shares of the company’s stock, valued at $3,206,524.32. This trade represents a 51.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Ryan Mcinerney sold 10,490 shares of Visa stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $343.99, for a total value of $3,608,455.10. Following the sale, the chief executive officer owned 15,174 shares in the company, valued at $5,219,704.26. The trade was a 40.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 75,581 shares of company stock valued at $25,627,975. 0.12% of the stock is owned by insiders.
Visa News Roundup Here are the key news stories impacting Visa this week:
Positive Sentiment: Truist Financial raised its price target on Visa to $394 from $371 and reiterated a buy rating, signaling more upside as analysts remain constructive on the stock. Positive Sentiment: BNP Paribas Exane upgraded Visa, adding to the bullish analyst momentum around the company’s earnings outlook and business fundamentals. Positive Sentiment: Several reports suggest Visa could deliver another “business as usual” earnings beat next week, supported by resilient consumer credit demand, strong payment volumes, and ongoing digital payments growth. Positive Sentiment: Visa also continues to announce new partnerships, including embedded-finance and agentic-commerce initiatives with Airwallex and Lianlian, which highlight continued expansion opportunities in business-to-business and next-generation payments. Neutral Sentiment: Market commentary comparing Visa and Mastercard favorably to American Express after AMEX’s post-earnings selloff may be helping keep Visa steady, but it is more of an industry read-through than a company-specific catalyst. Neutral Sentiment: Visa is also drawing attention as a “wide-moat” stock, reflecting its durable competitive position, though that is mainly a long-term quality argument rather than a fresh near-term driver. Visa Profile (Free Report)
Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.
Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.
Featured Stories Five stocks we like better than Visa AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V – Free Report).
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SummaryBank of America Corporation continues to deliver robust financial performance, with Q2 EPS of $1.22 and a 14% dividend increase.BAC's preferred shares, particularly Series GG (BAC.PR.B), offer over 6% yield and trade slightly below par, presenting attractive income opportunities.The Series GG preferreds face potential call risk if interest rates decline, while Series L offers balance sheet benefits via possible conversion.I maintain a soft 'buy' on BAC common shares and advocate a diversified approach to BAC preferreds for optimal income and capital appreciation.Looking for a helping hand in the market? Members of European Small-Cap Ideas get exclusive ideas and guidance to navigate any climate. Learn More » jetcityimage/iStock Editorial via Getty Images
Introduction Bank of America Corporation (BAC) is one of the best-known financial institutions in the USA. And although it isn’t the bank with the highest dividend, owning a combination of common shares and preferred shares
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I also have a long position in BAC.PR.B and BAC.PR.L
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Arrowstreet Capital Limited Partnership grew its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 152.3% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,492,985 shares of the retailer’s stock after purchasing an additional 901,342 shares during the period. Arrowstreet Capital Limited Partnership’s holdings in Walmart were worth $185,548,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently modified their holdings of the company. Entrust Financial LLC bought a new position in shares of Walmart in the 4th quarter valued at about $27,000. Merkkuri Wealth Advisors LLC bought a new stake in Walmart during the first quarter worth about $29,000. Bay Harbor Wealth Management LLC raised its holdings in Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after acquiring an additional 105 shares in the last quarter. Clayton Financial Group LLC boosted its position in Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock valued at $33,000 after purchasing an additional 193 shares during the last quarter. Finally, Sankala Group LLC acquired a new position in Walmart during the fourth quarter valued at approximately $33,000. 26.76% of the stock is owned by institutional investors and hedge funds.
More Walmart News Here are the key news stories impacting Walmart this week:
Positive Sentiment: Royal Bank of Canada reportedly reaffirmed an Outperform rating on Walmart, a supportive signal that may help bolster investor confidence. Walmart (NASDAQ:WMT) Earns Outperform Rating from Royal Bank Of Canada Positive Sentiment: Walmart was highlighted as a wide-moat, sustainable growth stock, reinforcing the view that it can keep delivering steady results even in choppy markets. Top Wide-Moat Stocks to Invest in for Sustainable Growth Positive Sentiment: Walmart partnered with ReturnPro to refurbish and resell returned products, which could improve e-commerce efficiency and reduce losses from returns. Walmart (WMT) Partners With ReturnPro To Resell Returned Products Positive Sentiment: Coverage suggesting Walmart may be a solid growth stock could keep investors focused on its durable financial performance and scale advantages. Is Walmart (WMT) a Solid Growth Stock? 3 Reasons to Think “Yes” Neutral Sentiment: Investors are closely watching Walmart ahead of earnings, with previews focusing on what the company may report rather than providing a fresh catalyst by themselves. Walmart’s quarterly earnings preview: What you need to know Neutral Sentiment: Walmart being one of Zacks’ most-searched stocks indicates strong investor interest, but not necessarily a direct fundamental driver. Investors Heavily Search Walmart Inc. (WMT): Here is What You Need to Know Neutral Sentiment: Articles discussing Walmart’s dividend profile may appeal to income investors, but they are unlikely to move the stock on their own. Does Walmart pay dividends? Its yield & payouts explained Negative Sentiment: One article noted Walmart’s extended share-price weakness and suggested the stock could be in a comeback setup, reflecting lingering concern after a recent downtrend. Walmart stock’s extended downturn could trigger a possible comeback Negative Sentiment: A bearish comparison piece argued investors might prefer another stock over WMT, citing weaker recent share performance and softer quarterly results. 3 Reasons to Sell WMT and 1 Stock to Buy Instead Analyst Upgrades and Downgrades Several research analysts have weighed in on WMT shares. BMO Capital Markets reaffirmed an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. UBS Group set a $141.00 price objective on Walmart and gave the company a “buy” rating in a report on Friday, May 22nd. Piper Sandler reissued an “overweight” rating on shares of Walmart in a research note on Monday, June 8th. Tigress Financial restated a “buy” rating and set a $155.00 target price (up from $150.00) on shares of Walmart in a report on Friday, May 29th. Finally, Morgan Stanley upped their price target on shares of Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $138.85.
Check Out Our Latest Research Report on WMT
Insider Transactions at Walmart In other Walmart news, EVP Daniel J. Bartlett sold 3,775 shares of Walmart stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $109.64, for a total value of $413,891.00. Following the transaction, the executive vice president owned 630,009 shares in the company, valued at $69,074,186.76. The trade was a 0.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the business’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total value of $1,435,203.96. Following the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. The trade was a 8.74% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 67,729 shares of company stock worth $8,124,931. 0.09% of the stock is owned by insiders.
Walmart Price Performance Shares of NASDAQ:WMT opened at $109.47 on Friday. The firm has a 50 day moving average of $116.75 and a 200-day moving average of $121.97. Walmart Inc. has a 12 month low of $95.42 and a 12 month high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The stock has a market capitalization of $871.17 billion, a PE ratio of 38.41, a PEG ratio of 4.04 and a beta of 0.60.
Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. During the same quarter last year, the business posted $0.61 EPS. The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, equities research analysts predict that Walmart Inc. will post 2.89 EPS for the current fiscal year.
Walmart Profile (Free Report)
Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.
The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.
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Bollard Group LLC lifted its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 15.1% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 327,537 shares of the retailer’s stock after buying an additional 42,880 shares during the quarter. Walmart comprises approximately 1.2% of Bollard Group LLC’s investment portfolio, making the stock its 15th largest holding. Bollard Group LLC’s holdings in Walmart were worth $40,707,000 as of its most recent SEC filing.
A number of other institutional investors also recently modified their holdings of the stock. Morningstar Investment Management LLC increased its position in shares of Walmart by 9.0% during the first quarter. Morningstar Investment Management LLC now owns 59,711 shares of the retailer’s stock worth $7,421,000 after acquiring an additional 4,919 shares in the last quarter. Pennington Partners & CO. LLC boosted its stake in Walmart by 1.1% during the 1st quarter. Pennington Partners & CO. LLC now owns 9,313 shares of the retailer’s stock valued at $1,160,000 after purchasing an additional 104 shares during the last quarter. GC Wealth Management RIA LLC raised its stake in shares of Walmart by 5.9% in the first quarter. GC Wealth Management RIA LLC now owns 83,521 shares of the retailer’s stock worth $10,380,000 after purchasing an additional 4,626 shares during the last quarter. Klingman & Associates LLC lifted its stake in Walmart by 2.7% during the 1st quarter. Klingman & Associates LLC now owns 16,668 shares of the retailer’s stock valued at $2,072,000 after acquiring an additional 442 shares in the last quarter. Finally, Modern Wealth Management LLC increased its position in shares of Walmart by 15.4% during the first quarter. Modern Wealth Management LLC now owns 83,316 shares of the retailer’s stock valued at $10,393,000 after acquiring an additional 11,107 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.
Trending Headlines about Walmart Here are the key news stories impacting Walmart this week:
Positive Sentiment: Royal Bank of Canada reportedly reaffirmed an Outperform rating on Walmart, a supportive signal that may help bolster investor confidence. Walmart (NASDAQ:WMT) Earns Outperform Rating from Royal Bank Of Canada Positive Sentiment: Walmart was highlighted as a wide-moat, sustainable growth stock, reinforcing the view that it can keep delivering steady results even in choppy markets. Top Wide-Moat Stocks to Invest in for Sustainable Growth Positive Sentiment: Walmart partnered with ReturnPro to refurbish and resell returned products, which could improve e-commerce efficiency and reduce losses from returns. Walmart (WMT) Partners With ReturnPro To Resell Returned Products Positive Sentiment: Coverage suggesting Walmart may be a solid growth stock could keep investors focused on its durable financial performance and scale advantages. Is Walmart (WMT) a Solid Growth Stock? 3 Reasons to Think “Yes” Neutral Sentiment: Investors are closely watching Walmart ahead of earnings, with previews focusing on what the company may report rather than providing a fresh catalyst by themselves. Walmart’s quarterly earnings preview: What you need to know Neutral Sentiment: Walmart being one of Zacks’ most-searched stocks indicates strong investor interest, but not necessarily a direct fundamental driver. Investors Heavily Search Walmart Inc. (WMT): Here is What You Need to Know Neutral Sentiment: Articles discussing Walmart’s dividend profile may appeal to income investors, but they are unlikely to move the stock on their own. Does Walmart pay dividends? Its yield & payouts explained Negative Sentiment: One article noted Walmart’s extended share-price weakness and suggested the stock could be in a comeback setup, reflecting lingering concern after a recent downtrend. Walmart stock’s extended downturn could trigger a possible comeback Negative Sentiment: A bearish comparison piece argued investors might prefer another stock over WMT, citing weaker recent share performance and softer quarterly results. 3 Reasons to Sell WMT and 1 Stock to Buy Instead Analyst Ratings Changes Several equities analysts have weighed in on WMT shares. Morgan Stanley increased their price objective on Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Walmart in a report on Monday, June 8th. Wolfe Research restated an “outperform” rating and issued a $137.00 target price (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. BMO Capital Markets restated an “outperform” rating on shares of Walmart in a research report on Friday, May 22nd. Finally, Truist Financial set a $140.00 target price on Walmart in a research report on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Walmart has an average rating of “Moderate Buy” and an average target price of $138.85.
Get Our Latest Stock Report on WMT
Insider Activity at Walmart In other Walmart news, EVP David W. Guggina sold 11,978 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the transaction, the executive vice president owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the transaction, the director owned 4,174,579 shares of the company’s stock, valued at $495,230,306.77. The trade was a 0.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 67,729 shares of company stock worth $8,124,931 over the last 90 days. 0.09% of the stock is currently owned by insiders.
Walmart Stock Up 1.0% Shares of NASDAQ:WMT opened at $109.47 on Friday. The firm has a market capitalization of $871.17 billion, a P/E ratio of 38.41, a P/E/G ratio of 4.04 and a beta of 0.60. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The stock has a 50 day moving average price of $116.75 and a 200-day moving average price of $121.97. Walmart Inc. has a 52-week low of $95.42 and a 52-week high of $135.15.
Walmart (NASDAQ:WMT – Get Free Report) last issued its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting the consensus estimate of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. During the same period in the prior year, the firm earned $0.61 earnings per share. The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. As a group, equities research analysts anticipate that Walmart Inc. will post 2.89 EPS for the current fiscal year.
Walmart Company Profile (Free Report)
Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.
The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.
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Arrowstreet Capital Limited Partnership lessened its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 60.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,004,689 shares of the company’s stock after selling 1,504,237 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in Johnson & Johnson were worth $245,586,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors also recently modified their holdings of the company. Sierra Capital LLC raised its stake in shares of Johnson & Johnson by 0.5% during the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock worth $1,685,000 after buying an additional 41 shares during the last quarter. Beaird Harris Wealth Management LLC grew its holdings in Johnson & Johnson by 1.8% during the 4th quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock worth $501,000 after acquiring an additional 42 shares during the period. Broadleaf Partners LLC boosted its position in shares of Johnson & Johnson by 0.6% in the 4th quarter. Broadleaf Partners LLC now owns 7,348 shares of the company’s stock worth $1,521,000 after purchasing an additional 43 shares during the last quarter. Jessup Wealth Management Inc grew its stake in shares of Johnson & Johnson by 0.6% during the fourth quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company’s stock worth $1,567,000 after purchasing an additional 44 shares during the period. Finally, Plancorp LLC grew its stake in shares of Johnson & Johnson by 0.3% during the fourth quarter. Plancorp LLC now owns 15,889 shares of the company’s stock worth $3,288,000 after purchasing an additional 45 shares during the period. 69.55% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades Several equities analysts have weighed in on JNJ shares. TD Cowen increased their target price on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Johnson Rice upgraded shares of Johnson & Johnson from an “outperform” rating to a “buy” rating and set a $280.00 price target on the stock in a research report on Thursday, July 16th. Royal Bank Of Canada lifted their price objective on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Guggenheim reaffirmed a “buy” rating and issued a $270.00 target price on shares of Johnson & Johnson in a research note on Friday, July 17th. Finally, Argus increased their target price on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $265.30.
Read Our Latest Stock Report on JNJ
Johnson & Johnson Stock Performance Shares of JNJ stock opened at $263.43 on Friday. Johnson & Johnson has a 12 month low of $164.23 and a 12 month high of $269.43. The company’s fifty day simple moving average is $242.71 and its 200-day simple moving average is $236.32. The firm has a market cap of $634.13 billion, a PE ratio of 30.52, a P/E/G ratio of 2.46 and a beta of 0.24. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The business had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter last year, the firm earned $2.77 earnings per share. The firm’s revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts expect that Johnson & Johnson will post 11.68 EPS for the current fiscal year.
Johnson & Johnson Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is presently 62.11%.
Insider Buying and Selling In related news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the transaction, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.16% of the company’s stock.
Johnson & Johnson News Summary Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Analysts highlighted that JNJ raised its outlook, with guidance upgrades adding to investor confidence after the company’s recent earnings beat. Q2 Earnings: Guidance Upgrades Push These 3 Stocks Higher Positive Sentiment: JNJ’s Innovative Medicine unit reported strong Q2 growth, helping show resilience even after Stelara patent loss and suggesting momentum can continue into the second half of 2026. J&J’s Innovative Medicine Unit Proves Its Resilience in Q2 Positive Sentiment: Positive topline Phase 3 data for TECVAYLI and TALVEY showed large reductions in disease progression and death risk in relapsed/refractory multiple myeloma, strengthening JNJ’s oncology pipeline. TECVAYLI® + TALVEY® reduced the risk of disease progression or death by 89% and the risk of death by 62% in earlier-line relapsed/refractory multiple myeloma Positive Sentiment: JNJ also received FDA De Novo authorization for its OTTAVA robotic surgical system, expanding its competitiveness in soft-tissue robotic surgery and broadening a potentially important growth platform. Should FDA’s De Novo Nod for OTTAVA Robotic System Require Action From Johnson & Johnson (JNJ) Investors? Neutral Sentiment: Several articles framed JNJ as a defensive dividend stock and a steady healthcare holding, which reinforces its safe-haven appeal but is less likely to move the shares on its own. 3 Dividend Stocks Baby Boomers Should Own for the Rest of Their Lives Neutral Sentiment: Commentary on JNJ’s steadiness during market volatility and ETF exposure after earnings mainly reflects investor interest in the stock rather than a new fundamental change. ETFs to Buy Post JNJ’s Q2 Earnings Beat & Bullish 2026 Outlook Johnson & Johnson Profile (Free Report)
Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.
The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.
Featured Stories Five stocks we like better than Johnson & Johnson AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
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Arrowstreet Capital Limited Partnership cut its stake in shares of Zoom Communications, Inc. (NASDAQ:ZM – Free Report) by 6.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,600,093 shares of the company’s stock after selling 167,588 shares during the quarter. Arrowstreet Capital Limited Partnership owned approximately 0.88% of Zoom Communications worth $209,021,000 as of its most recent SEC filing.
Other hedge funds have also recently bought and sold shares of the company. NewEdge Advisors LLC increased its holdings in shares of Zoom Communications by 16.8% during the first quarter. NewEdge Advisors LLC now owns 8,009 shares of the company’s stock valued at $591,000 after purchasing an additional 1,153 shares during the period. Intech Investment Management LLC lifted its holdings in Zoom Communications by 59.1% in the first quarter. Intech Investment Management LLC now owns 16,785 shares of the company’s stock worth $1,238,000 after purchasing an additional 6,235 shares during the period. Geneos Wealth Management Inc. grew its position in Zoom Communications by 82.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 881 shares of the company’s stock valued at $65,000 after buying an additional 397 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in Zoom Communications during the 2nd quarter valued at about $217,000. Finally, Invesco Ltd. raised its position in shares of Zoom Communications by 7.0% during the 2nd quarter. Invesco Ltd. now owns 730,207 shares of the company’s stock worth $56,942,000 after buying an additional 47,749 shares in the last quarter. 66.54% of the stock is currently owned by institutional investors.
Analyst Ratings Changes ZM has been the subject of a number of research analyst reports. Piper Sandler upped their price target on shares of Zoom Communications from $91.00 to $107.00 and gave the stock a “neutral” rating in a research note on Friday, May 22nd. Robert W. Baird raised their price objective on shares of Zoom Communications from $95.00 to $105.00 and gave the company an “outperform” rating in a research report on Tuesday, May 19th. Citizens Jmp reaffirmed a “market perform” rating on shares of Zoom Communications in a research note on Wednesday, May 20th. Benchmark boosted their target price on shares of Zoom Communications from $115.00 to $121.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Finally, Rosenblatt Securities reaffirmed a “buy” rating and issued a $130.00 price target on shares of Zoom Communications in a report on Thursday. Fifteen research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Zoom Communications has an average rating of “Moderate Buy” and a consensus price target of $109.33.
View Our Latest Stock Report on Zoom Communications
Insider Activity at Zoom Communications In other Zoom Communications news, Director Santiago Subotovsky sold 5,274 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $109.78, for a total value of $578,979.72. Following the transaction, the director directly owned 137,608 shares of the company’s stock, valued at approximately $15,106,606.24. This trade represents a 3.69% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Eric S. Yuan sold 12,100 shares of the firm’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $106.60, for a total value of $1,289,860.00. 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 48,517 shares of company stock worth $5,061,783 over the last ninety days. Company insiders own 8.83% of the company’s stock.
Zoom Communications Stock Up 4.6% ZM stock opened at $87.99 on Friday. The company has a market cap of $25.80 billion, a PE ratio of 12.92, a price-to-earnings-growth ratio of 4.51 and a beta of 1.01. The business’s 50-day simple moving average is $93.30 and its 200 day simple moving average is $88.99. Zoom Communications, Inc. has a twelve month low of $69.15 and a twelve month high of $114.74.
Zoom Communications (NASDAQ:ZM – Get Free Report) last announced its quarterly earnings results on Thursday, May 21st. The company reported $1.55 earnings per share for the quarter, beating analysts’ consensus estimates of $1.42 by $0.13. Zoom Communications had a return on equity of 11.87% and a net margin of 41.99%.The firm had revenue of $1.24 billion for the quarter, compared to analysts’ expectations of $1.22 billion. During the same period in the prior year, the business posted $1.43 earnings per share. The business’s revenue was up 5.5% compared to the same quarter last year. Zoom Communications has set its FY 2027 guidance at 5.960-6.000 EPS and its Q2 2027 guidance at 1.450-1.470 EPS. On average, equities research analysts anticipate that Zoom Communications, Inc. will post 4.21 EPS for the current year.
Zoom Communications Profile (Free Report)
Zoom Video Communications, Inc (commonly referred to as Zoom) is a provider of cloud-based communications and collaboration solutions. The company’s platform supports video conferencing, voice calling, instant messaging, webinars and large-scale virtual events, and meeting room systems, marketed to businesses, educational institutions, government organizations and individual users. Zoom’s product lineup includes Zoom Meetings, Zoom Phone, Zoom Rooms, Zoom Video Webinars and Zoom Chat, and the company offers integrations and extensions through a developer marketplace and third-party apps.
Founded in 2011 by Eric S.
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Ford (NYSE:F | F Price Prediction) reports Q2 2026 earnings on July 28 with three major factors working in its favor: a 4.24% dividend yield, a valuation of roughly 4.5 times free cash flow, and recently raised full-year profit guidance.
Ford’s electric-vehicle business remains deeply unprofitable, but the company’s commercial and traditional vehicle operations continue to generate enough cash to fund the dividend and absorb those losses.
Ford Offers a 4.2% Dividend Yield Ford’s $0.60 annualized dividend against a $14.37 share price puts the forward yield at 4.24%, more than double the S&P 500 average. General Motors (NYSE:GM) has a dividend yield of about 1% on a low-single-digit payout ratio.
The Q2 2026 dividend of $0.15 was declared April 28, 2026, and paid June 1, 2026, and management has layered in special dividends of $0.30 in February 2025 and $0.33 the year prior. Ford also repurchased $311 million of stock in Q1 2026, reinforcing the capital-return story.
Ford Trades at Just 4.5x Free Cash Flow The stock trades at roughly 4.5x price-to-free-cash-flow, 1.5x book, and a forward P/E of 8. Free cash flow yield sits near 22%, backed by 2026 guidance for $5.0 billion to $6.0 billion in adjusted free cash flow.
Q1 2026 delivered EPS of $0.66 on $43.25 billion in revenue (6% YoY growth), with net income surging to $2.55 billion from $471 million a year earlier and adjusted EBIT improving $2.50 billion YoY to $3.49 billion.
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Ford Just Raised Its 2026 Profit Forecast Management raised full-year 2026 adjusted EBIT guidance to $8.5 billion to $10.5 billion (from $8.0 billion to $10.0 billion) on Ford Pro’s commercial and software momentum. Paid software subscriptions reached 879,000 in Q1 2026, up 30% YoY with 11.4% segment margins.
CEO Jim Farley said the results “reflect the momentum of the Ford+ plan.” Shares are up 33.85% over the last year and 12.08% year-to-date, with an average analyst price target of $15.05.
Ford’s EV Business Could Lose Another $4.5 Billion The pushback is Model e, where losses are guided to $4.0-$4.5 billion in 2026. However, Ford Blue EBIT is guided to positive $4.5-$5.0 billion and Ford Pro EBIT to $6.5-$7.5 billion, more than absorbing the EV drag. That means the $10.70 billion in Q4 2025 Model e impairments is already accounted for.
Ford heads into its July 28 Q2 earnings report offering a rare combination of income and deep value. If Q2 results confirm that those core businesses remain strong and management maintains its higher outlook, Ford could remain one of the more attractive dividend stocks in the auto industry.
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Bank of Nova Scotia decreased its stake in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) by 8.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 104,848 shares of the company’s stock after selling 9,277 shares during the quarter. Bank of Nova Scotia’s holdings in Royal Caribbean Cruises were worth $28,852,000 at the end of the most recent quarter.
Several other hedge funds have also added to or reduced their stakes in RCL. Dougherty & Associates LLC purchased a new position in Royal Caribbean Cruises in the 4th quarter worth approximately $10,827,000. TD Asset Management Inc boosted its stake in Royal Caribbean Cruises by 29.7% during the 4th quarter. TD Asset Management Inc now owns 877,659 shares of the company’s stock valued at $244,797,000 after purchasing an additional 201,014 shares during the last quarter. North Dakota State Investment Board purchased a new stake in Royal Caribbean Cruises during the 4th quarter valued at $2,424,000. Stanley Laman Group Ltd. bought a new stake in shares of Royal Caribbean Cruises in the 4th quarter worth $2,159,000. Finally, Capital International Sarl increased its holdings in shares of Royal Caribbean Cruises by 19.3% in the 4th quarter. Capital International Sarl now owns 363,713 shares of the company’s stock worth $101,447,000 after purchasing an additional 58,734 shares in the last quarter. 87.53% of the stock is owned by institutional investors.
Royal Caribbean Cruises Stock Up 3.4% RCL opened at $293.00 on Friday. The stock has a market cap of $78.58 billion, a price-to-earnings ratio of 17.88, a price-to-earnings-growth ratio of 1.00 and a beta of 1.76. The company has a debt-to-equity ratio of 1.96, a quick ratio of 0.17 and a current ratio of 0.20. The firm’s fifty day moving average is $289.42 and its 200 day moving average is $289.13. Royal Caribbean Cruises Ltd. has a fifty-two week low of $232.10 and a fifty-two week high of $366.50.
Royal Caribbean Cruises (NYSE:RCL – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The company reported $3.60 EPS for the quarter, beating the consensus estimate of $3.20 by $0.40. Royal Caribbean Cruises had a return on equity of 45.25% and a net margin of 24.36%.The business had revenue of $4.45 billion for the quarter, compared to the consensus estimate of $4.46 billion. During the same period in the previous year, the business earned $2.71 earnings per share. The business’s revenue was up 11.3% on a year-over-year basis. Royal Caribbean Cruises has set its Q2 2026 guidance at 3.830-3.930 EPS and its FY 2026 guidance at 17.100-17.500 EPS. On average, sell-side analysts forecast that Royal Caribbean Cruises Ltd. will post 17.29 earnings per share for the current fiscal year.
Royal Caribbean Cruises Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Wednesday, June 3rd were issued a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Wednesday, June 3rd. Royal Caribbean Cruises’s dividend payout ratio (DPR) is 36.61%.
More Royal Caribbean Cruises News Here are the key news stories impacting Royal Caribbean Cruises this week:
Positive Sentiment: Analysts say Royal Caribbean heads into Q2 earnings with strong booking demand and improving digital momentum, which could support another solid quarterly result. Should Investors Hold or Fold RCL Stock Ahead of Q2 Earnings? Positive Sentiment: The company recently beat first-quarter expectations, reinforcing the view that Royal Caribbean’s earnings power remains strong even though the stock has lagged broader market gains this year. Should You Buy Royal Caribbean Stock Before July 28? Neutral Sentiment: Wall Street estimate roundups ahead of Q2 earnings are keeping attention on key operating metrics, but these previews are not signaling a major new catalyst by themselves. Curious about Royal Caribbean (RCL) Q2 Performance? Explore Wall Street Estimates for Key Metrics Neutral Sentiment: Royal Caribbean’s community-center outreach in Mahahual may help strengthen local government relations, but the stock impact is likely limited in the near term. Royal Caribbean courts Mexican government with community center in Mahahual Negative Sentiment: Some broader consumer-discretionary commentary remains cautious, noting that demand trends across the group have been mixed, which could temper enthusiasm for cruise stocks. 3 Consumer Stocks We Steer Clear Of Negative Sentiment: Citigroup trimmed its price target on Royal Caribbean, which can weigh on sentiment even though the firm still sees upside from current levels. Citigroup Lowers Royal Caribbean Cruises (NYSE:RCL) Price Target to $327.00 Analysts Set New Price Targets A number of brokerages have recently issued reports on RCL. Truist Financial lowered their price target on Royal Caribbean Cruises from $318.00 to $297.00 and set a “hold” rating on the stock in a report on Friday, May 22nd. Mizuho set a $380.00 target price on Royal Caribbean Cruises in a research report on Friday, May 1st. Wells Fargo & Company upped their target price on shares of Royal Caribbean Cruises from $360.00 to $361.00 and gave the company an “overweight” rating in a research note on Monday, June 22nd. BMO Capital Markets started coverage on shares of Royal Caribbean Cruises in a report on Tuesday, July 7th. They set an “outperform” rating and a $370.00 price target on the stock. Finally, Morgan Stanley decreased their price objective on shares of Royal Caribbean Cruises from $310.00 to $280.00 and set an “equal weight” rating for the company in a report on Tuesday, May 26th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Royal Caribbean Cruises has an average rating of “Moderate Buy” and an average target price of $345.05.
Get Our Latest Analysis on RCL
About Royal Caribbean Cruises (Free Report)
Royal Caribbean Cruises (NYSE: RCL), operating as part of the Royal Caribbean Group, is a global cruise company that develops, markets and operates passenger cruise ships. The company operates multiple consumer-facing cruise brands that offer short- and long-duration itineraries and a range of onboard experiences. Its core activities include itineraries and voyage operations, guest services and hospitality, onboard food and beverage, entertainment and recreation programming, and the commercial activities needed to sell and support cruises through both direct and travel‑agent channels.
Royal Caribbean’s ships serve a broad set of geographies worldwide, regularly deploying vessels in the Caribbean, North America (including Alaska), Europe, Asia, Australia and South America.
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Bank of Nova Scotia lessened its stake in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 20.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 328,393 shares of the wireless technology company’s stock after selling 83,715 shares during the period. Bank of Nova Scotia’s holdings in Qualcomm were worth $42,310,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds also recently made changes to their positions in QCOM. Vanguard Group Inc. increased its holdings in shares of Qualcomm by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 114,144,068 shares of the wireless technology company’s stock valued at $19,524,350,000 after acquiring an additional 647,076 shares during the period. Geode Capital Management LLC grew its position in Qualcomm by 12.5% during the 4th quarter. Geode Capital Management LLC now owns 28,897,079 shares of the wireless technology company’s stock worth $4,931,968,000 after purchasing an additional 3,221,924 shares during the last quarter. Wellington Management Group LLP grew its position in Qualcomm by 34.5% during the 4th quarter. Wellington Management Group LLP now owns 16,727,862 shares of the wireless technology company’s stock worth $2,861,301,000 after purchasing an additional 4,290,622 shares during the last quarter. Norges Bank acquired a new position in Qualcomm in the fourth quarter valued at $2,591,056,000. Finally, Amundi raised its holdings in shares of Qualcomm by 9.9% in the third quarter. Amundi now owns 12,671,635 shares of the wireless technology company’s stock valued at $2,136,486,000 after buying an additional 1,138,541 shares during the last quarter. Hedge funds and other institutional investors own 74.35% of the company’s stock.
Wall Street Analysts Forecast Growth QCOM has been the topic of a number of research reports. Daiwa Securities Group raised Qualcomm from a “neutral” rating to an “outperform” rating and set a $225.00 price target on the stock in a report on Friday, May 8th. Citigroup increased their price objective on Qualcomm from $160.00 to $198.00 and gave the stock a “neutral” rating in a research report on Thursday, June 25th. Weiss Ratings restated a “hold (c)” rating on shares of Qualcomm in a research note on Wednesday, June 24th. Dbs Bank raised Qualcomm to a “moderate buy” rating in a report on Tuesday, July 7th. Finally, Royal Bank Of Canada boosted their price objective on shares of Qualcomm from $175.00 to $250.00 and gave the company a “sector perform” rating in a research note on Thursday, June 25th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, twenty-one have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $219.76.
Check Out Our Latest Stock Analysis on Qualcomm
Key Qualcomm News Here are the key news stories impacting Qualcomm this week:
Positive Sentiment: Qualcomm is expanding its growth narrative with AI-chip deals and new partnerships, including ties with a major Apple rival, which could help diversify demand beyond smartphones. Positive Sentiment: New Snapdragon launches are expected to support Qualcomm’s AI, PC, and handset pipeline ahead of Q3 results, giving investors a potential catalyst if execution is strong. Neutral Sentiment: Wall Street is closely watching Qualcomm’s upcoming earnings and key operating metrics to gauge whether recent product momentum is translating into financial improvement. Negative Sentiment: Qualcomm’s double-digit chip price increases may reflect rising input costs, but they also raise the risk of customer pushback in already price-sensitive end markets. Article Title Negative Sentiment: Broader semiconductor stocks are under pressure from profit-taking, valuation concerns, and unwinding of leveraged AI trades, which is weighing on Qualcomm along with the rest of the sector. Insider Activity In related news, EVP Heather S. Ace sold 3,200 shares of the stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $177.82, for a total transaction of $569,024.00. Following the transaction, the executive vice president directly owned 39,735 shares in the company, valued at approximately $7,065,677.70. This represents a 7.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Akash J. Palkhiwala sold 2,500 shares of the stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $211.90, for a total transaction of $529,750.00. Following the transaction, the executive vice president owned 28,184 shares in the company, valued at approximately $5,972,189.60. The trade was a 8.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 21,721 shares of company stock worth $4,044,465. Corporate insiders own 0.05% of the company’s stock.
Qualcomm Stock Performance NASDAQ QCOM opened at $166.97 on Friday. Qualcomm Incorporated has a 1-year low of $121.99 and a 1-year high of $259.92. The company has a market capitalization of $175.99 billion, a P/E ratio of 18.15, a PEG ratio of 5.08 and a beta of 1.63. The business has a 50 day moving average price of $203.52 and a 200 day moving average price of $168.39. The company has a debt-to-equity ratio of 0.54, a current ratio of 2.37 and a quick ratio of 1.61.
Qualcomm (NASDAQ:QCOM – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The wireless technology company reported $2.65 EPS for the quarter, topping the consensus estimate of $2.56 by $0.09. The business had revenue of $10.60 billion for the quarter, compared to analyst estimates of $10.59 billion. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. The business’s revenue for the quarter was down 3.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.85 EPS. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Sell-side analysts expect that Qualcomm Incorporated will post 7.97 EPS for the current fiscal year.
Qualcomm Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Thursday, September 3rd will be given a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Thursday, September 3rd. Qualcomm’s dividend payout ratio (DPR) is currently 40.00%.
Qualcomm Company Profile (Free Report)
Qualcomm Incorporated is a global semiconductor and telecommunications equipment company headquartered in San Diego, California. Founded in 1985, the company is known for its development of wireless technologies and for playing a central role in the evolution of digital cellular standards, including CDMA and subsequent generations of mobile standards. Qualcomm’s business combines the design and sale of semiconductor products with a patent licensing program for wireless technologies and related intellectual property.
The company’s product portfolio includes system-on-chip (SoC) platforms marketed under the Snapdragon brand, cellular modem and RF front-end components, connectivity solutions for Wi‑Fi and Bluetooth, and processors and platforms aimed at automotive, IoT, networking and edge-computing applications.
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Intel (INTC -8.02%) is attempting one of the most ambitious semiconductor turnarounds in history. As AI reshapes technology, the company is betting that advanced manufacturing could become the next major competitive advantage. This video explores Intel's foundry strategy, Intel 18A technology, and whether the company can reclaim a critical role in the global chip industry.
Stock prices used were the market prices of July 9, 2026. The video was published on July 23, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Intel. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
Intel delivered a strong Q2, with AI-driven CPU growth reviving its core franchise and driving robust operating leverage. Despite operational improvements, Foundry remains heavily loss-making and reliant on internal demand, with minimal external revenue traction. Valuation is demanding: current price assumes Foundry break-even and sustained DCAI profit growth even after supply normalizes.
Bank of Nova Scotia lowered its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 43.1% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 177,266 shares of the software company’s stock after selling 134,495 shares during the quarter. Bank of Nova Scotia’s holdings in Adobe were worth $43,090,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Willis Investment Counsel lifted its stake in Adobe by 138.9% in the fourth quarter. Willis Investment Counsel now owns 40,715 shares of the software company’s stock valued at $14,250,000 after buying an additional 23,671 shares during the period. Nicholas Company Inc. lifted its stake in Adobe by 7.6% in the fourth quarter. Nicholas Company Inc. now owns 174,626 shares of the software company’s stock valued at $61,117,000 after buying an additional 12,400 shares in the last quarter. Teacher Retirement System of Texas boosted its holdings in shares of Adobe by 13.4% in the fourth quarter. Teacher Retirement System of Texas now owns 215,611 shares of the software company’s stock valued at $75,462,000 after buying an additional 25,435 shares during the period. Wealthfront Advisers LLC boosted its holdings in shares of Adobe by 13.2% in the fourth quarter. Wealthfront Advisers LLC now owns 55,179 shares of the software company’s stock valued at $19,312,000 after buying an additional 6,426 shares during the period. Finally, True North Advisors LLC increased its position in shares of Adobe by 301.1% during the fourth quarter. True North Advisors LLC now owns 6,493 shares of the software company’s stock worth $2,273,000 after acquiring an additional 4,874 shares in the last quarter. 81.79% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about Adobe Here are the key news stories impacting Adobe this week:
Positive Sentiment: TipRanks said Adobe looks attractive despite ongoing AI adoption worries, suggesting investors may be focusing on valuation and long-term fundamentals rather than short-term AI fears. Adobe (ADBE) Stock Looks Attractive Even as AI Worries Persist Positive Sentiment: CLSA reportedly initiated or reiterated a Moderate Buy rating on Adobe, which can support sentiment by signaling analyst confidence in the stock’s outlook. Adobe (NASDAQ:ADBE) Earns Moderate Buy Rating from Analysts at CLSA Positive Sentiment: Recent coverage highlighted Adobe as a trending stock, which may reflect renewed investor attention and interest ahead of future catalysts. Here is What to Know Beyond Why Adobe Inc. (ADBE) is a Trending Stock Neutral Sentiment: One report said short interest in Adobe was unchanged at zero shares, so it does not indicate meaningful bearish pressure or a change in trading sentiment. Neutral Sentiment: A MarketWatch note said Adobe underperformed some peers on Wednesday, but this looks like a relative-performance observation rather than a major company-specific catalyst. Adobe Inc. stock underperforms Wednesday when compared to competitors Negative Sentiment: The main headwind remains investor concern about AI adoption, which could be weighing on Adobe’s near-term multiple even as some analysts argue the stock looks attractive. Wall Street Analyst Weigh In Several equities research analysts recently commented on the stock. HSBC raised shares of Adobe from a “hold” rating to a “buy” rating and boosted their price objective for the company from $282.00 to $308.00 in a research report on Thursday, July 2nd. Wolfe Research lowered Adobe from an “outperform” rating to a “peer perform” rating in a report on Friday, June 12th. Mizuho reduced their price objective on Adobe from $270.00 to $245.00 and set a “neutral” rating for the company in a research report on Friday, June 12th. Bank of America reiterated an “underperform” rating and set a $190.00 price objective on shares of Adobe in a report on Tuesday, July 7th. Finally, DA Davidson dropped their target price on Adobe from $300.00 to $250.00 and set a “buy” rating on the stock in a research report on Friday, June 12th. Seven analysts have rated the stock with a Buy rating, twenty-one have assigned a Hold rating and six have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $271.30.
Check Out Our Latest Stock Analysis on Adobe
Adobe Price Performance ADBE stock opened at $225.11 on Friday. The company has a quick ratio of 0.75, a current ratio of 0.75 and a debt-to-equity ratio of 0.42. The firm has a market cap of $89.48 billion, a P/E ratio of 12.88, a P/E/G ratio of 0.71 and a beta of 1.43. The company’s 50-day moving average price is $226.78 and its two-hundred day moving average price is $251.84. Adobe Inc. has a 12 month low of $190.12 and a 12 month high of $376.16.
Adobe (NASDAQ:ADBE – Get Free Report) last announced its quarterly earnings data on Thursday, June 11th. The software company reported $5.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.82 by $0.14. Adobe had a net margin of 28.69% and a return on equity of 65.11%. The business had revenue of $6.62 billion for the quarter, compared to analysts’ expectations of $6.45 billion. During the same period last year, the firm posted $5.06 earnings per share. The firm’s quarterly revenue was up 12.7% compared to the same quarter last year. Adobe has set its FY 2026 guidance at 24.350-24.450 EPS and its Q3 2026 guidance at 6.050-6.100 EPS. On average, analysts anticipate that Adobe Inc. will post 19.81 earnings per share for the current fiscal year.
Adobe declared that its Board of Directors has initiated a stock repurchase program on Tuesday, April 21st that authorizes the company to buyback $25.00 billion in shares. This buyback authorization authorizes the software company to purchase up to 24.9% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board believes its shares are undervalued.
Insider Buying and Selling at Adobe In related news, Director David A. Ricks purchased 10,000 shares of Adobe stock in a transaction dated Thursday, June 25th. The shares were bought at an average cost of $194.51 per share, for a total transaction of $1,945,100.00. Following the purchase, the director owned 17,655 shares in the company, valued at approximately $3,434,074.05. This trade represents a 130.63% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Shantanu Narayen sold 75,000 shares of Adobe stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $243.54, for a total transaction of $18,265,500.00. Following the sale, the chief executive officer directly owned 359,538 shares in the company, valued at $87,561,884.52. This trade represents a 17.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.20% of the company’s stock.
Adobe Company Profile (Free Report)
Adobe Inc, founded in 1982 by John Warnock and Charles Geschke and headquartered in San Jose, California, is a global software company that develops tools and services for creative professionals, marketers and enterprises. Under the leadership of CEO Shantanu Narayen, who has led the company since 2007, Adobe has evolved from a provider of desktop publishing tools into a cloud-centric provider of digital media and digital experience solutions.
The company’s core offerings are organized around digital media and digital experience.
Read More Five stocks we like better than Adobe AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding ADBE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Adobe Inc. (NASDAQ:ADBE – Free Report).
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Beaconlight Capital LLC purchased a new stake in FedEx Corporation (NYSE:FDX – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 15,201 shares of the shipping service provider’s stock, valued at approximately $5,414,000. FedEx accounts for about 2.9% of Beaconlight Capital LLC’s investment portfolio, making the stock its 11th biggest holding.
Several other large investors have also modified their holdings of the company. Public Employees Retirement System of Ohio grew its position in FedEx by 0.5% during the first quarter. Public Employees Retirement System of Ohio now owns 99,159 shares of the shipping service provider’s stock worth $35,318,000 after buying an additional 521 shares in the last quarter. Compound Planning Inc. boosted its stake in FedEx by 28.7% during the first quarter. Compound Planning Inc. now owns 4,920 shares of the shipping service provider’s stock worth $1,752,000 after buying an additional 1,096 shares in the last quarter. CLG LLC raised its stake in shares of FedEx by 3.8% in the 1st quarter. CLG LLC now owns 952 shares of the shipping service provider’s stock valued at $339,000 after buying an additional 35 shares in the last quarter. Modern Wealth Management LLC lifted its holdings in shares of FedEx by 73.7% during the 1st quarter. Modern Wealth Management LLC now owns 2,454 shares of the shipping service provider’s stock worth $882,000 after acquiring an additional 1,041 shares during the period. Finally, Orleans Capital Management Corp LA acquired a new stake in shares of FedEx during the 1st quarter valued at about $242,000. 84.47% of the stock is owned by institutional investors.
FedEx Price Performance FedEx stock opened at $314.77 on Friday. The business has a 50-day moving average of $335.98 and a 200-day moving average of $350.05. The company has a current ratio of 1.48, a quick ratio of 1.44 and a debt-to-equity ratio of 0.74. The firm has a market capitalization of $74.47 billion, a P/E ratio of 17.01, a PEG ratio of 1.62 and a beta of 1.29. FedEx Corporation has a 1 year low of $172.88 and a 1 year high of $345.36.
FedEx (NYSE:FDX – Get Free Report) last announced its quarterly earnings results on Tuesday, July 21st. The shipping service provider reported $5.88 earnings per share (EPS) for the quarter. The company had revenue of $23.26 billion during the quarter. FedEx had a net margin of 4.68% and a return on equity of 16.49%. On average, equities analysts anticipate that FedEx Corporation will post 17.6 EPS for the current year.
FedEx Cuts Dividend The business also recently disclosed a quarterly dividend, which was paid on Tuesday, July 7th. Stockholders of record on Monday, June 22nd were given a dividend of $1.22 per share. The ex-dividend date of this dividend was Monday, June 22nd. This represents a $4.88 annualized dividend and a dividend yield of 1.6%. FedEx’s dividend payout ratio is currently 26.36%.
Wall Street Analyst Weigh In A number of brokerages have commented on FDX. Wall Street Zen upgraded shares of FedEx from a “buy” rating to a “strong-buy” rating in a research note on Saturday, June 6th. Citizens Jmp assumed coverage on FedEx in a research report on Wednesday, July 15th. They set a “market outperform” rating and a $375.00 target price for the company. The Goldman Sachs Group decreased their price target on FedEx from $405.00 to $375.00 and set a “buy” rating on the stock in a research note on Monday, June 1st. Stephens upgraded FedEx to a “strong-buy” rating in a research report on Wednesday, July 8th. Finally, Sanford C. Bernstein set a $397.00 price objective on FedEx in a research note on Wednesday, June 24th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, FedEx has an average rating of “Moderate Buy” and an average price target of $350.54.
Check Out Our Latest Stock Report on FDX
Insider Transactions at FedEx In other FedEx news, Director Paul S. Walsh sold 5,042 shares of FedEx stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $324.56, for a total value of $1,636,431.52. Following the sale, the director owned 16,359 shares of the company’s stock, valued at $5,309,477.04. This trade represents a 23.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Company insiders own 0.53% of the company’s stock.
FedEx Company Profile (Free Report)
FedEx Corporation (NYSE: FDX) is a global logistics and courier company headquartered in Memphis, Tennessee. Founded by Frederick W. Smith in 1971 and beginning operations in the early 1970s, the company pioneered overnight express shipping and has since expanded into a diversified portfolio of transportation, e-commerce and supply-chain services. FedEx operates an integrated air-and-ground network that moves parcels, freight and documents for businesses and consumers worldwide.
FedEx’s core operating segments include express parcel delivery via its FedEx Express division, domestic and residential parcel delivery through FedEx Ground, less-than-truckload (LTL) freight services, and logistics and supply-chain management solutions.
Featured Articles Five stocks we like better than FedEx AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding FDX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for FedEx Corporation (NYSE:FDX – Free Report).
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Bank of Nova Scotia boosted its position in FedEx Corporation (NYSE:FDX – Free Report) by 220.7% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 112,077 shares of the shipping service provider’s stock after purchasing an additional 77,131 shares during the period. Bank of Nova Scotia’s holdings in FedEx were worth $39,920,000 as of its most recent SEC filing.
A number of other hedge funds have also recently modified their holdings of FDX. Hollencrest Capital Management bought a new position in shares of FedEx during the 1st quarter valued at approximately $25,000. Bayban purchased a new position in FedEx in the 1st quarter worth approximately $26,000. EFG International AG purchased a new position in FedEx in the 4th quarter worth approximately $27,000. Wealth Watch Advisors INC bought a new position in FedEx in the 3rd quarter worth approximately $28,000. Finally, Tucker Asset Management LLC purchased a new stake in FedEx during the 4th quarter valued at approximately $29,000. Institutional investors own 84.47% of the company’s stock.
Insider Activity In related news, Director Paul S. Walsh sold 5,042 shares of FedEx stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $324.56, for a total transaction of $1,636,431.52. Following the completion of the sale, the director owned 16,359 shares of the company’s stock, valued at $5,309,477.04. The trade was a 23.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.53% of the stock is currently owned by insiders.
Analyst Ratings Changes FDX has been the topic of several research analyst reports. Rothschild & Co Redburn lowered their target price on shares of FedEx from $375.00 to $344.00 and set a “neutral” rating on the stock in a report on Tuesday, June 2nd. Wolfe Research cut their target price on FedEx from $427.00 to $423.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. Sanford C. Bernstein set a $397.00 price objective on shares of FedEx in a research report on Wednesday, June 24th. Citigroup began coverage on FedEx in a research report on Wednesday, July 15th. They set an “outperform” rating for the company. Finally, Wall Street Zen raised FedEx from a “buy” rating to a “strong-buy” rating in a research note on Saturday, June 6th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, FedEx has an average rating of “Moderate Buy” and an average price target of $350.54.
Check Out Our Latest Report on FedEx
FedEx Price Performance NYSE FDX opened at $314.77 on Friday. The firm’s fifty day simple moving average is $335.98 and its two-hundred day simple moving average is $350.05. FedEx Corporation has a 12-month low of $172.88 and a 12-month high of $345.36. The firm has a market capitalization of $74.47 billion, a P/E ratio of 17.01, a P/E/G ratio of 1.62 and a beta of 1.29. The company has a current ratio of 1.48, a quick ratio of 1.44 and a debt-to-equity ratio of 0.74.
FedEx (NYSE:FDX – Get Free Report) last announced its quarterly earnings data on Tuesday, July 21st. The shipping service provider reported $5.88 earnings per share for the quarter. The firm had revenue of $23.26 billion for the quarter. FedEx had a net margin of 4.68% and a return on equity of 16.49%. Analysts forecast that FedEx Corporation will post 17.6 EPS for the current fiscal year.
FedEx Cuts Dividend The company also recently disclosed a quarterly dividend, which was paid on Tuesday, July 7th. Stockholders of record on Monday, June 22nd were paid a $1.22 dividend. This represents a $4.88 annualized dividend and a dividend yield of 1.6%. The ex-dividend date was Monday, June 22nd. FedEx’s dividend payout ratio (DPR) is presently 26.36%.
About FedEx (Free Report)
FedEx Corporation (NYSE: FDX) is a global logistics and courier company headquartered in Memphis, Tennessee. Founded by Frederick W. Smith in 1971 and beginning operations in the early 1970s, the company pioneered overnight express shipping and has since expanded into a diversified portfolio of transportation, e-commerce and supply-chain services. FedEx operates an integrated air-and-ground network that moves parcels, freight and documents for businesses and consumers worldwide.
FedEx’s core operating segments include express parcel delivery via its FedEx Express division, domestic and residential parcel delivery through FedEx Ground, less-than-truckload (LTL) freight services, and logistics and supply-chain management solutions.
Featured Stories Five stocks we like better than FedEx AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding FDX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for FedEx Corporation (NYSE:FDX – Free Report).
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Bollard Group LLC boosted its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 22.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,563 shares of the home improvement retailer’s stock after acquiring an additional 6,868 shares during the period. Bollard Group LLC’s holdings in Lowe’s Companies were worth $8,876,000 at the end of the most recent reporting period.
Several other hedge funds have also bought and sold shares of LOW. Swiss RE Ltd. bought a new position in Lowe’s Companies in the 4th quarter worth about $25,000. Wilkerson Advisory Group LLC purchased a new stake in shares of Lowe’s Companies during the fourth quarter valued at approximately $27,000. OLD Second National Bank of Aurora increased its position in shares of Lowe’s Companies by 52.5% during the fourth quarter. OLD Second National Bank of Aurora now owns 122 shares of the home improvement retailer’s stock valued at $29,000 after acquiring an additional 42 shares in the last quarter. Sankala Group LLC bought a new stake in shares of Lowe’s Companies during the fourth quarter valued at approximately $33,000. Finally, Triumph Capital Management purchased a new position in Lowe’s Companies in the 3rd quarter worth approximately $34,000. Institutional investors own 74.06% of the company’s stock.
Lowe’s Companies Price Performance NYSE LOW opened at $207.35 on Friday. The stock has a market capitalization of $116.26 billion, a PE ratio of 17.53, a P/E/G ratio of 2.55 and a beta of 0.86. The business has a 50 day simple moving average of $215.22 and a two-hundred day simple moving average of $240.22. Lowe’s Companies, Inc. has a 1-year low of $199.40 and a 1-year high of $293.06.
Lowe’s Companies (NYSE:LOW – Get Free Report) last issued its quarterly earnings data on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.97 by $0.06. The business had revenue of $23.08 billion for the quarter, compared to analysts’ expectations of $22.98 billion. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The company’s revenue for the quarter was up 10.3% on a year-over-year basis. During the same period in the prior year, the firm earned $2.92 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, analysts anticipate that Lowe’s Companies, Inc. will post 12.48 EPS for the current fiscal year.
Lowe’s Companies Increases Dividend The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 5th. Investors of record on Wednesday, July 22nd will be paid a dividend of $1.25 per share. The ex-dividend date of this dividend is Wednesday, July 22nd. This is a positive change from Lowe’s Companies’s previous quarterly dividend of $1.20. This represents a $5.00 dividend on an annualized basis and a yield of 2.4%. Lowe’s Companies’s payout ratio is currently 42.27%.
Insider Buying and Selling at Lowe’s Companies In other news, EVP Juliette Williams Pryor sold 9,330 shares of the business’s stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $224.81, for a total value of $2,097,477.30. Following the sale, the executive vice president directly owned 16,142 shares in the company, valued at $3,628,883.02. The trade was a 36.63% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Janice Dupre sold 14,150 shares of the company’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $221.90, for a total transaction of $3,139,885.00. Following the sale, the executive vice president owned 39,785 shares in the company, valued at $8,828,291.50. This represents a 26.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 25,980 shares of company stock worth $5,796,937 over the last 90 days. 0.29% of the stock is owned by insiders.
Analyst Ratings Changes LOW has been the topic of several analyst reports. Citigroup raised Lowe’s Companies from a “neutral” rating to a “buy” rating and set a $285.00 price objective on the stock in a research report on Tuesday, May 12th. Truist Financial decreased their price target on Lowe’s Companies from $280.00 to $255.00 and set a “buy” rating for the company in a research note on Thursday, May 21st. William Blair started coverage on Lowe’s Companies in a report on Tuesday, May 12th. They set an “overweight” rating on the stock. Royal Bank Of Canada dropped their price objective on Lowe’s Companies from $264.00 to $232.00 and set a “sector perform” rating on the stock in a research report on Thursday, May 21st. Finally, TD Cowen reduced their price objective on Lowe’s Companies from $280.00 to $235.00 and set a “hold” rating for the company in a report on Thursday, May 21st. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $264.57.
Check Out Our Latest Stock Report on Lowe’s Companies
Lowe’s Companies Company Profile (Free Report)
Lowe’s Companies, Inc is a leading home improvement retailer that operates large-format stores and digital channels serving both do-it-yourself homeowners and professional contractors. The company offers a broad assortment of products including building materials, lumber, appliances, tools and hardware, plumbing and electrical supplies, paint, flooring, kitchen and bath fixtures, outdoor and garden products, and home decor. Lowe’s also provides a range of services such as installation, home improvement financing, tool and equipment rental, and contractor-focused sales programs.
Operations are centered on a nationwide brick-and-mortar store network supported by distribution centers and an e-commerce platform that enables online ordering, delivery and in-store pickup.
Featured Stories Five stocks we like better than Lowe’s Companies AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding LOW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Lowe’s Companies, Inc. (NYSE:LOW – Free Report).
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Arrowstreet Capital Limited Partnership decreased its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 44.4% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,314,005 shares of the home improvement retailer’s stock after selling 1,050,146 shares during the quarter. Arrowstreet Capital Limited Partnership owned 0.23% of Lowe’s Companies worth $310,473,000 at the end of the most recent reporting period.
Other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC raised its holdings in Lowe’s Companies by 119.7% in the 4th quarter. Brighton Jones LLC now owns 31,965 shares of the home improvement retailer’s stock valued at $7,889,000 after acquiring an additional 17,413 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Lowe’s Companies by 31.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,078 shares of the home improvement retailer’s stock worth $266,000 after acquiring an additional 259 shares in the last quarter. Sivia Capital Partners LLC increased its stake in Lowe’s Companies by 22.3% in the second quarter. Sivia Capital Partners LLC now owns 1,534 shares of the home improvement retailer’s stock valued at $340,000 after acquiring an additional 280 shares during the last quarter. United Bank increased its stake in shares of Lowe’s Companies by 1.3% in the 2nd quarter. United Bank now owns 12,124 shares of the home improvement retailer’s stock valued at $2,690,000 after purchasing an additional 155 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its stake in shares of Lowe’s Companies by 13.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,378 shares of the home improvement retailer’s stock valued at $528,000 after purchasing an additional 275 shares during the last quarter. Institutional investors own 74.06% of the company’s stock.
Lowe’s Companies Price Performance Shares of Lowe’s Companies stock opened at $207.35 on Friday. The business has a 50-day simple moving average of $215.22 and a 200 day simple moving average of $240.22. Lowe’s Companies, Inc. has a one year low of $199.40 and a one year high of $293.06. The firm has a market capitalization of $116.26 billion, a price-to-earnings ratio of 17.53, a PEG ratio of 2.55 and a beta of 0.86.
Lowe’s Companies (NYSE:LOW – Get Free Report) last announced its quarterly earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.97 by $0.06. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The business had revenue of $23.08 billion for the quarter, compared to analyst estimates of $22.98 billion. During the same quarter in the prior year, the company earned $2.92 earnings per share. The company’s quarterly revenue was up 10.3% on a year-over-year basis. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. On average, sell-side analysts expect that Lowe’s Companies, Inc. will post 12.48 EPS for the current year.
Lowe’s Companies Increases Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Shareholders of record on Wednesday, July 22nd will be issued a dividend of $1.25 per share. The ex-dividend date is Wednesday, July 22nd. This is a positive change from Lowe’s Companies’s previous quarterly dividend of $1.20. This represents a $5.00 annualized dividend and a yield of 2.4%. Lowe’s Companies’s dividend payout ratio is currently 42.27%.
Wall Street Analysts Forecast Growth LOW has been the subject of several recent analyst reports. JPMorgan Chase & Co. dropped their price objective on Lowe’s Companies from $325.00 to $279.00 and set an “overweight” rating for the company in a research report on Thursday, May 21st. Wolfe Research set a $254.00 price objective on shares of Lowe’s Companies in a research report on Thursday, May 21st. Gordon Haskett dropped their price objective on shares of Lowe’s Companies from $280.00 to $250.00 and set a “buy” rating for the company in a research note on Thursday, May 21st. Piper Sandler cut their target price on shares of Lowe’s Companies from $300.00 to $276.00 and set an “overweight” rating on the stock in a research report on Thursday, May 21st. Finally, Weiss Ratings cut Lowe’s Companies from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, June 4th. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $264.57.
Read Our Latest Research Report on Lowe’s Companies
Insiders Place Their Bets In related news, EVP Margrethe R. Vagell sold 2,500 shares of the firm’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $223.83, for a total value of $559,575.00. Following the transaction, the executive vice president owned 20,220 shares of the company’s stock, valued at approximately $4,525,842.60. This trade represents a 11.00% 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, EVP Juliette Williams Pryor sold 9,330 shares of Lowe’s Companies stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $224.81, for a total value of $2,097,477.30. Following the transaction, the executive vice president directly owned 16,142 shares in the company, valued at approximately $3,628,883.02. The trade was a 36.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 25,980 shares of company stock worth $5,796,937. Insiders own 0.29% of the company’s stock.
Lowe’s Companies Company Profile (Free Report)
Lowe’s Companies, Inc is a leading home improvement retailer that operates large-format stores and digital channels serving both do-it-yourself homeowners and professional contractors. The company offers a broad assortment of products including building materials, lumber, appliances, tools and hardware, plumbing and electrical supplies, paint, flooring, kitchen and bath fixtures, outdoor and garden products, and home decor. Lowe’s also provides a range of services such as installation, home improvement financing, tool and equipment rental, and contractor-focused sales programs.
Operations are centered on a nationwide brick-and-mortar store network supported by distribution centers and an e-commerce platform that enables online ordering, delivery and in-store pickup.
Featured Articles Five stocks we like better than Lowe’s Companies AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding LOW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Lowe’s Companies, Inc. (NYSE:LOW – Free Report).
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Arrowstreet Capital Limited Partnership grew its holdings in shares of The Travelers Companies, Inc. (NYSE: TRV) by 6.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 821,884 shares of the insurance provider's stock after buying an additional
Bank of Nova Scotia lessened its holdings in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 29.2% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 205,694 shares of the technology company’s stock after selling 84,691 shares during the period. Bank of Nova Scotia’s holdings in International Business Machines were worth $49,859,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently made changes to their positions in IBM. Norges Bank acquired a new stake in International Business Machines during the 4th quarter worth about $2,446,429,000. Capital World Investors grew its position in International Business Machines by 29.2% in the 4th quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock valued at $6,523,720,000 after purchasing an additional 4,976,756 shares during the period. Price T Rowe Associates Inc. MD lifted its position in shares of International Business Machines by 83.4% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,617,117 shares of the technology company’s stock worth $1,663,847,000 after buying an additional 2,553,552 shares in the last quarter. Corient Private Wealth LLC increased its position in shares of International Business Machines by 359.6% during the 4th quarter. Corient Private Wealth LLC now owns 1,896,675 shares of the technology company’s stock valued at $561,814,000 after purchasing an additional 1,484,026 shares during the last quarter. Finally, Vanguard Group Inc. lifted its position in shares of International Business Machines by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock valued at $28,796,390,000 after buying an additional 1,439,824 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors and hedge funds.
International Business Machines Stock Performance International Business Machines stock opened at $214.16 on Friday. International Business Machines Corporation has a fifty-two week low of $199.19 and a fifty-two week high of $332.46. The company has a market capitalization of $201.28 billion, a PE ratio of 19.00, a P/E/G ratio of 2.24 and a beta of 0.68. The company has a 50 day moving average price of $262.92 and a 200-day moving average price of $260.50. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.76 and a current ratio of 0.79.
International Business Machines (NYSE:IBM – Get Free Report) last issued its quarterly earnings data on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, meeting the consensus estimate of $2.93. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The firm had revenue of $17.16 billion during the quarter, compared to analyst estimates of $17.46 billion. During the same quarter in the prior year, the business posted $2.80 EPS. The business’s revenue for the quarter was up 1.1% compared to the same quarter last year. As a group, equities analysts forecast that International Business Machines Corporation will post 12.15 earnings per share for the current year.
International Business Machines Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be issued a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a dividend yield of 3.2%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s payout ratio is 59.98%.
Analysts Set New Price Targets Several research firms have commented on IBM. KeyCorp downgraded shares of International Business Machines to a “sector weight” rating in a research note on Tuesday, June 23rd. Argus cut their price objective on shares of International Business Machines from $360.00 to $280.00 and set a “buy” rating on the stock in a report on Thursday, July 16th. Weiss Ratings cut International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, June 24th. Citigroup reduced their price objective on International Business Machines from $255.00 to $245.00 and set a “buy” rating for the company in a research report on Friday. Finally, Jefferies Financial Group lowered their price objective on International Business Machines from $320.00 to $260.00 and set a “buy” rating on the stock in a research report on Tuesday. Fifteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $265.40.
Read Our Latest Report on IBM
Trending Headlines about International Business Machines Here are the key news stories impacting International Business Machines this week:
Positive Sentiment: Unusual options activity showed strong bullish interest, with traders buying 108,601 call options on IBM, about 35% above normal call volume. This suggests some investors are betting on a rebound. Positive Sentiment: Citigroup lowered its price target to $245 from $255 but kept a Buy rating, implying meaningful upside from current levels and signaling that some analysts still see value in the shares. Positive Sentiment: IBM announced a dividend of $1.69 per share, reinforcing its appeal to income-focused investors at a time when the stock has been under pressure. Neutral Sentiment: Recent commentary has turned split: some analysts and strategists view the post-earnings decline as a potential long-term opportunity, while others say IBM may be stuck in a holding pattern until growth reaccelerates. IBM: The Historic Stock Rout Is A Generational Opportunity Neutral Sentiment: IBM is still getting support from its long-term quantum computing strategy, including the announced acquisition of HRL Laboratories, which expands its quantum R&D capabilities. That could help sentiment, but the benefit is longer term rather than immediate. Negative Sentiment: The main reason the stock fell sharply is IBM’s Q2 report and lowered 2026 outlook: revenue missed expectations, mainframe sales weakened, and management cut full-year constant-currency revenue growth guidance after customers shifted spending toward AI infrastructure. Negative Sentiment: Shortly after the earnings slump, law firms announced securities-fraud investigations tied to IBM’s disclosures about the mainframe slowdown, adding legal overhang and uncertainty for shareholders. International Business Machines Company Profile (Free Report)
International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.
IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.
Featured Stories Five stocks we like better than International Business Machines AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding IBM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for International Business Machines Corporation (NYSE:IBM – Free Report).
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Bollard Group LLC lifted its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 5.1% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 138,765 shares of the company’s stock after acquiring an additional 6,691 shares during the quarter. Bollard Group LLC’s holdings in Merck & Co., Inc. were worth $16,692,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MRK. Norges Bank bought a new position in Merck & Co., Inc. in the fourth quarter worth $3,997,933,000. Wellington Management Group LLP grew its position in shares of Merck & Co., Inc. by 14.8% in the 4th quarter. Wellington Management Group LLP now owns 86,435,458 shares of the company’s stock worth $9,098,196,000 after buying an additional 11,156,354 shares during the period. Cardano Risk Management B.V. bought a new position in shares of Merck & Co., Inc. in the 4th quarter worth about $1,012,530,000. Jennison Associates LLC bought a new position in shares of Merck & Co., Inc. in the 4th quarter worth about $585,192,000. Finally, Price T Rowe Associates Inc. MD lifted its position in Merck & Co., Inc. by 37.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,753,390 shares of the company’s stock valued at $1,973,983,000 after acquiring an additional 5,152,069 shares during the period. Hedge funds and other institutional investors own 76.07% of the company’s stock.
Wall Street Analysts Forecast Growth Several research firms recently commented on MRK. JPMorgan Chase & Co. boosted their price objective on shares of Merck & Co., Inc. from $135.00 to $140.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Weiss Ratings lowered shares of Merck & Co., Inc. from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, May 15th. Royal Bank Of Canada reissued an “outperform” rating and issued a $142.00 price target on shares of Merck & Co., Inc. in a research report on Wednesday, July 8th. Wall Street Zen downgraded Merck & Co., Inc. from a “buy” rating to a “hold” rating in a research note on Monday, July 20th. Finally, Scotiabank raised their price objective on Merck & Co., Inc. from $136.00 to $155.00 and gave the company a “sector outperform” rating in a research report on Tuesday, June 30th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $133.94.
Check Out Our Latest Stock Report on MRK
Key Headlines Impacting Merck & Co., Inc. Here are the key news stories impacting Merck & Co., Inc. this week:
Positive Sentiment: Merck announced initial access plans for alimatravir, its investigational once-monthly oral HIV PrEP in Phase 3 development, and said it has signed voluntary licensing agreements covering 129 countries. That broad access strategy could support adoption in large international markets if the drug is approved. Article Title Neutral Sentiment: Merck also issued a company release on the same alimatravir access plan, reinforcing that the program is moving forward and that it is trying to expand availability in regions that account for most new HIV diagnoses globally. Article Title Neutral Sentiment: Traders also bought a high volume of Merck call options, which may reflect rising bullish speculation around the stock and the HIV pipeline, but it does not by itself change fundamentals. Article Title Negative Sentiment: Par Health launched the first generic version of Janumet XR in the U.S., which may pressure Merck’s diabetes-related sales and adds another competitive headwind for an established product. Article Title Merck & Co., Inc. Price Performance Shares of NYSE:MRK opened at $131.06 on Friday. The company has a quick ratio of 1.06, a current ratio of 1.30 and a debt-to-equity ratio of 1.02. The stock has a market capitalization of $323.68 billion, a PE ratio of 36.92, a price-to-earnings-growth ratio of 5.18 and a beta of 0.19. The firm’s 50 day moving average price is $121.67 and its 200-day moving average price is $117.71. Merck & Co., Inc. has a twelve month low of $76.66 and a twelve month high of $131.74.
Merck & Co., Inc. (NYSE:MRK – Get Free Report) last released its earnings results on Thursday, April 30th. The company reported ($1.28) earnings per share for the quarter, beating the consensus estimate of ($1.47) by $0.19. Merck & Co., Inc. had a return on equity of 27.55% and a net margin of 13.59%.The company had revenue of $16.29 billion for the quarter, compared to the consensus estimate of $15.85 billion. During the same period in the previous year, the business earned $2.22 earnings per share. Merck & Co., Inc.’s quarterly revenue was up 4.9% compared to the same quarter last year. Merck & Co., Inc. has set its FY 2026 guidance at 5.040-5.160 EPS. Equities research analysts expect that Merck & Co., Inc. will post 2.74 EPS for the current year.
Merck & Co., Inc. Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Wednesday, July 8th. Stockholders of record on Monday, June 15th were issued a $0.85 dividend. This represents a $3.40 annualized dividend and a dividend yield of 2.6%. The ex-dividend date was Monday, June 15th. Merck & Co., Inc.’s dividend payout ratio (DPR) is 95.77%.
Merck & Co., Inc. Company Profile (Free Report)
Merck & Co, Inc is a global biopharmaceutical company engaged in the discovery, development, manufacture and marketing of prescription medicines, vaccines, biologic therapies and animal health products. Its portfolio spans multiple therapeutic areas with a particular emphasis on oncology, vaccines and infectious disease, as well as therapies for metabolic and chronic conditions. Among its well-known products are the cancer immunotherapy Keytruda (pembrolizumab) and the human papillomavirus vaccine Gardasil; the company also markets a range of medicines and vaccines for veterinary use through Merck Animal Health.
Founded in the late 19th century as the U.S.
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Bollard Group LLC grew its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 3.5% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 135,446 shares of the oil and gas company’s stock after purchasing an additional 4,626 shares during the quarter. Chevron makes up about 0.8% of Bollard Group LLC’s investment portfolio, making the stock its 20th biggest position. Bollard Group LLC’s holdings in Chevron were worth $28,024,000 as of its most recent SEC filing.
Several other hedge funds have also made changes to their positions in the business. State Street Corp grew its holdings in Chevron by 9.1% in the third quarter. State Street Corp now owns 152,605,988 shares of the oil and gas company’s stock valued at $23,698,184,000 after purchasing an additional 12,789,399 shares during the period. Berkshire Hathaway Inc raised its position in shares of Chevron by 6.6% in the 4th quarter. Berkshire Hathaway Inc now owns 130,156,362 shares of the oil and gas company’s stock worth $19,837,131,000 after buying an additional 8,091,570 shares during the period. Geode Capital Management LLC raised its position in shares of Chevron by 0.3% in the 4th quarter. Geode Capital Management LLC now owns 43,613,011 shares of the oil and gas company’s stock worth $6,620,187,000 after buying an additional 134,890 shares during the period. Charles Schwab Investment Management Inc. boosted its holdings in Chevron by 2.7% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 36,036,844 shares of the oil and gas company’s stock valued at $5,492,377,000 after acquiring an additional 961,341 shares during the last quarter. Finally, Norges Bank acquired a new position in Chevron in the fourth quarter valued at $3,727,586,000. Institutional investors and hedge funds own 72.42% of the company’s stock.
Insider Buying and Selling at Chevron In other news, Director John B. Hess sold 380,000 shares of the company’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $193.20, for a total value of $73,416,000.00. Following the sale, the director owned 278,045 shares in the company, valued at approximately $53,718,294. This represents a 57.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.56% of the company’s stock.
Trending Headlines about Chevron Here are the key news stories impacting Chevron this week:
Positive Sentiment: Chevron was highlighted as one of the biggest beneficiaries of the recent oil rally, with Brent briefly topping $100 a barrel and integrated oil majors gaining as investors price in tighter global supply. BATL, CVX, XOM Stocks Rise As Brent Crude Tops $100 – Trump Threatens Iran With ‘Major Military Punishment’ After Houthi Attack On Saudi Ships Positive Sentiment: Chevron was also singled out as the only “outperform”-rated global oil major in Piper Sandler’s new coverage, reinforcing a relatively favorable analyst view versus peers. Chevron only outperform-rated name among global oil majors initiated at Piper Sandler Neutral Sentiment: Recent commentary says Chevron is rallying despite a classic bearish signal, suggesting momentum traders are still buying the stock even after the move in oil. Chevron ignored a classic bearish call: Here’s why stock is rallying Neutral Sentiment: Several previews ahead of next week’s earnings note that Chevron is expected to report higher earnings, but one Zacks piece warns the company may not have the ideal setup for a clear beat. Chevron (CVX) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release Negative Sentiment: Some analysis cautions that Chevron’s rally could face headwinds if Chinese crude demand weakens, which could limit upside even if oil prices remain elevated. Chevron’s Biggest Stock Rally Since 2022 Faces a China-Sized Problem Chevron Stock Performance Shares of CVX opened at $194.72 on Friday. The firm has a market cap of $387.80 billion, a price-to-earnings ratio of 33.75, a PEG ratio of 0.69 and a beta of 0.50. The company has a quick ratio of 0.84, a current ratio of 1.09 and a debt-to-equity ratio of 0.21. The business’s 50 day moving average is $182.12 and its two-hundred day moving average is $183.83. Chevron Corporation has a 52-week low of $146.49 and a 52-week high of $214.71.
Chevron (NYSE:CVX – Get Free Report) last released its quarterly earnings results on Friday, May 1st. The oil and gas company reported $1.41 earnings per share for the quarter, topping analysts’ consensus estimates of $1.00 by $0.41. The business had revenue of $47.56 billion during the quarter, compared to the consensus estimate of $51.86 billion. Chevron had a net margin of 5.79% and a return on equity of 6.90%. The business’s quarterly revenue was up 2.1% compared to the same quarter last year. During the same quarter last year, the company earned $2.18 earnings per share. Analysts forecast that Chevron Corporation will post 14.75 EPS for the current fiscal year.
Chevron Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Tuesday, May 19th were issued a dividend of $1.78 per share. This represents a $7.12 annualized dividend and a yield of 3.7%. The ex-dividend date of this dividend was Tuesday, May 19th. Chevron’s dividend payout ratio (DPR) is currently 123.40%.
Wall Street Analysts Forecast Growth A number of equities analysts have recently commented on the company. Citigroup raised their price objective on Chevron from $210.00 to $235.00 and gave the stock a “buy” rating in a report on Thursday, April 2nd. Morgan Stanley reduced their price target on shares of Chevron from $214.00 to $210.00 and set an “overweight” rating on the stock in a research report on Monday, June 29th. Wells Fargo & Company increased their price objective on shares of Chevron from $204.00 to $222.00 and gave the stock an “overweight” rating in a research report on Thursday, April 9th. TD Cowen raised their target price on shares of Chevron from $197.00 to $200.00 and gave the company a “hold” rating in a research note on Wednesday. Finally, Jefferies Financial Group restated a “buy” rating and set a $216.00 price objective on shares of Chevron in a research note on Friday, July 10th. Nineteen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Chevron presently has a consensus rating of “Moderate Buy” and a consensus price target of $205.17.
Check Out Our Latest Stock Report on CVX
Chevron Company Profile (Free Report)
Chevron Corporation (NYSE: CVX) is an American multinational energy company engaged in virtually all aspects of the oil and gas industry. As an integrated energy firm, Chevron’s core activities include upstream oil and natural gas exploration and production, midstream transportation and storage, downstream refining and marketing of fuels and lubricants, and petrochemical manufacturing through joint ventures and subsidiaries. The company markets fuels under brands such as Chevron, Texaco and Caltex and supplies a range of products and services to retail customers, industrial users and commercial fleets worldwide.
Chevron traces its corporate lineage to the early petroleum companies that eventually became Standard Oil of California and has evolved through significant mergers and restructurings, including the acquisitions of Gulf Oil and Texaco.
Read More Five stocks we like better than Chevron AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits
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