Track market-moving stories before they get noisy

Posted by Defense World Staff on Jul 25th, 2026

Arrowstreet Capital Limited Partnership raised its stake in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 3.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 992,190 shares of the medical research company’s stock after acquiring an additional 30,051 shares during the quarter. Arrowstreet Capital Limited Partnership owned approximately 0.59% of IQVIA worth $169,208,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in IQV. Ameliora Wealth Management Ltd. purchased a new position in shares of IQVIA during the 4th quarter valued at approximately $25,000. Financial Freedom LLC purchased a new stake in IQVIA during the first quarter worth $25,000. Ascentis Independent Advisors acquired a new stake in IQVIA during the first quarter valued at $25,000. International Assets Investment Management LLC purchased a new position in IQVIA in the fourth quarter valued at $27,000. Finally, Gilpin Wealth Management LLC acquired a new position in shares of IQVIA in the fourth quarter worth about $27,000. Institutional investors and hedge funds own 89.62% of the company’s stock.

Wall Street Analyst Weigh In IQV has been the topic of a number of analyst reports. HSBC restated a “buy” rating and set a $240.00 target price on shares of IQVIA in a research report on Monday, July 6th. Robert W. Baird increased their price target on IQVIA from $230.00 to $249.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 1st. Morgan Stanley restated an “equal weight” rating and issued a $200.00 price objective (down from $225.00) on shares of IQVIA in a research report on Wednesday, June 17th. Evercore reaffirmed an “outperform” rating and set a $185.00 target price on shares of IQVIA in a research note on Wednesday, April 8th. Finally, Deutsche Bank Aktiengesellschaft set a $240.00 target price on IQVIA in a research report on Thursday, July 9th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, IQVIA currently has a consensus rating of “Moderate Buy” and an average price target of $225.71.

Read Our Latest Report on IQVIA

IQVIA Stock Up 0.4% Shares of NYSE IQV opened at $208.22 on Friday. The company has a quick ratio of 0.75, a current ratio of 0.75 and a debt-to-equity ratio of 2.20. The business’s 50 day moving average is $188.23 and its two-hundred day moving average is $187.38. IQVIA Holdings Inc. has a 52-week low of $154.50 and a 52-week high of $247.04. The firm has a market cap of $34.75 billion, a price-to-earnings ratio of 25.80, a PEG ratio of 1.86 and a beta of 1.20.

IQVIA (NYSE:IQV – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The medical research company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.83 by $0.07. The business had revenue of $4.15 billion during the quarter, compared to analyst estimates of $4.10 billion. IQVIA had a return on equity of 30.50% and a net margin of 8.33%.The company’s quarterly revenue was up 8.4% on a year-over-year basis. During the same period last year, the business posted $2.70 earnings per share. IQVIA has set its FY 2026 guidance at 12.650-12.950 EPS. Research analysts predict that IQVIA Holdings Inc. will post 11.57 EPS for the current year.

IQVIA announced that its Board of Directors has authorized a stock repurchase program on Thursday, May 7th that allows the company to buyback $2.00 billion in outstanding shares. This buyback authorization allows the medical research company to purchase up to 6.8% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its shares are undervalued.

IQVIA Profile (Free Report)

IQVIA (NYSE: IQV) is a global provider of advanced analytics, technology solutions and contract research services to the life sciences industry. The company combines clinical research capabilities with large-scale health data and analytics to support drug development, regulatory reporting, commercial strategy and real‑world evidence generation. IQVIA traces its current form to the combination of Quintiles and IMS Health announced in 2016 and subsequently rebranded as IQVIA, bringing together long-established clinical research operations and extensive healthcare information assets.

IQVIA’s principal activities include outsourced clinical development services (acting as a contract research organization for phases I–IV), real‑world evidence and observational research, regulatory and safety services, and a suite of technology platforms that enable data integration, analytics and operational management.

Featured Articles Five stocks we like better than IQVIA 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 IQV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for IQVIA Holdings Inc. (NYSE:IQV – Free Report).

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Posted by Defense World Staff on Jul 25th, 2026

Aristotle Capital Management LLC lessened its position in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 4.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,211,677 shares of the financial services provider’s stock after selling 100,253 shares during the quarter. Ameriprise Financial makes up 2.1% of Aristotle Capital Management LLC’s investment portfolio, making the stock its 12th largest holding. Aristotle Capital Management LLC owned approximately 2.46% of Ameriprise Financial worth $982,906,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. Healthcare of Ontario Pension Plan Trust Fund raised its holdings in Ameriprise Financial by 191.2% during the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 280,033 shares of the financial services provider’s stock worth $124,447,000 after purchasing an additional 183,856 shares in the last quarter. Renaissance Technologies LLC lifted its stake in shares of Ameriprise Financial by 88.3% during the 1st quarter. Renaissance Technologies LLC now owns 145,000 shares of the financial services provider’s stock worth $64,438,000 after purchasing an additional 68,000 shares during the period. Gabelli Funds LLC boosted its holdings in shares of Ameriprise Financial by 2.1% in the 1st quarter. Gabelli Funds LLC now owns 5,353 shares of the financial services provider’s stock valued at $2,379,000 after purchasing an additional 111 shares during the last quarter. Modern Wealth Management LLC grew its position in Ameriprise Financial by 6.3% during the first quarter. Modern Wealth Management LLC now owns 1,596 shares of the financial services provider’s stock valued at $697,000 after acquiring an additional 94 shares during the period. Finally, Arrowstreet Capital Limited Partnership acquired a new stake in Ameriprise Financial in the 1st quarter valued at $10,728,000. 83.95% of the stock is owned by hedge funds and other institutional investors.

Ameriprise Financial Stock Up 1.7% Shares of Ameriprise Financial stock opened at $528.79 on Friday. The stock has a market cap of $47.54 billion, a PE ratio of 12.75, a price-to-earnings-growth ratio of 0.93 and a beta of 1.16. The business has a fifty day simple moving average of $476.19 and a 200 day simple moving average of $475.03. The company has a quick ratio of 0.66, a current ratio of 0.71 and a debt-to-equity ratio of 0.99. Ameriprise Financial, Inc. has a 12 month low of $422.37 and a 12 month high of $550.18.

Ameriprise Financial (NYSE:AMP – Get Free Report) last released its quarterly earnings data on Thursday, July 23rd. The financial services provider reported $11.07 EPS for the quarter, beating analysts’ consensus estimates of $10.81 by $0.26. Ameriprise Financial had a net margin of 20.24% and a return on equity of 64.19%. The business had revenue of $4.90 billion during the quarter, compared to analysts’ expectations of $4.87 billion. During the same quarter in the prior year, the company earned $9.11 EPS. The firm’s quarterly revenue was up 11.6% on a year-over-year basis. Research analysts predict that Ameriprise Financial, Inc. will post 43.74 EPS for the current year.

Ameriprise Financial Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 21st. Investors of record on Monday, August 3rd will be given a dividend of $1.70 per share. This represents a $6.80 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Monday, August 3rd. Ameriprise Financial’s dividend payout ratio is currently 16.91%.

Insider Activity at Ameriprise Financial In other news, EVP Gerard P. Smyth sold 6,255 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $472.52, for a total value of $2,955,612.60. Following the completion of the sale, the executive vice president directly owned 6,103 shares of the company’s stock, valued at $2,883,789.56. This represents a 50.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Robert Francis Sharpe, Jr. sold 1,200 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $465.83, for a total value of $558,996.00. Following the completion of the transaction, the director owned 6,300 shares of the company’s stock, valued at $2,934,729. This trade represents a 16.00% decrease in their position. The SEC filing for this sale provides additional information. 0.60% of the stock is owned by corporate insiders.

Key Headlines Impacting Ameriprise Financial Here are the key news stories impacting Ameriprise Financial this week:

Positive Sentiment: Ameriprise beat Q2 estimates, reporting EPS of $11.07 versus expectations of $10.81 and revenue of $4.90 billion versus $4.87 billion expected, with revenue up 11.6% year over year. Stronger fee income and record AUM/AUA levels suggest healthy operating momentum. Ameriprise Financial Announces Second Quarter 2026 Results Positive Sentiment: Management highlighted growth and return on equity on the earnings call, reinforcing the view that the company is executing well despite a higher expense environment. Ameriprise Earnings Call Highlights ROE and Growth Positive Sentiment: Keefe, Bruyette & Woods raised its price target on AMP to $545 from $515, signaling improved valuation support even though the firm kept a market perform rating. Benzinga report on price target increase Neutral Sentiment: The board declared a quarterly dividend of $1.70 per share, payable August 21 to shareholders of record on August 3. This supports the stock’s income profile, but the announcement was largely expected. Ameriprise Financial Declares Regular Quarterly Dividend Neutral Sentiment: Reuters noted that second-quarter profit rose on higher fee income, helped by a market rally that lifted the value of fee-generating assets. Ameriprise Financial quarterly profit rises on higher fee income Wall Street Analysts Forecast Growth AMP has been the topic of a number of analyst reports. Keefe, Bruyette & Woods lifted their target price on Ameriprise Financial from $515.00 to $545.00 and gave the stock a “market perform” rating in a research report on Friday. BMO Capital Markets increased their price target on Ameriprise Financial from $470.00 to $490.00 and gave the stock a “market perform” rating in a research report on Friday, April 24th. Morgan Stanley lifted their price target on Ameriprise Financial from $467.00 to $489.00 and gave the company an “underweight” rating in a report on Friday, July 10th. Piper Sandler upped their price objective on shares of Ameriprise Financial from $471.00 to $518.00 and gave the stock a “neutral” rating in a report on Monday, July 13th. Finally, Jefferies Financial Group boosted their target price on Ameriprise Financial from $636.00 to $645.00 and gave the stock a “buy” rating in a report on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Ameriprise Financial presently has an average rating of “Moderate Buy” and an average target price of $555.33.

View Our Latest Stock Report on AMP

About Ameriprise Financial (Free Report)

Ameriprise Financial, Inc is a diversified financial services company headquartered in Minneapolis, Minnesota. The firm provides a range of advice-based wealth management, asset management and insurance products to individual and institutional clients. Its business model centers on delivering financial planning and investment advice through a network of financial advisors alongside proprietary product offerings designed to meet retirement, protection and accumulation needs.

Core products and services include comprehensive financial planning and advisory services, managed investment portfolios, retirement planning solutions, annuities and life insurance products.

Featured Articles Five stocks we like better than Ameriprise Financial 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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Bloom Energy (NYSE:BE) offers retirement portfolios direct exposure to the AI power buildout through a contracted-revenue model. After a 43% pullback in the past month, Bloom’s contracted growth is available at a steep discount to analysts’ price targets.

Bloom’s $20B Contracted Backlog Bloom has $20.00 billion in total backlog, including a $14 billion service backlog tied to 10- to 15-year contracts with a 100% attach rate. That is annuity-grade visibility.

Q1 2026 revenue grew 130.37% year over year to $751.054 million, and management raised full-year guidance to $3.40 billion to $3.80 billion, taking growth to 80% at the midpoint from 60% prior.

The 40% Pullback Creates a Fresh Entry Point Bloom Energy closed at $185.81 on Friday, July 24, meaning the stock is down 43.32% in the past month, giving investors a fresh entry point below analysts’ average price target of $286.20.

Bloom holds $2.491 billion in cash, which is up 213.49% year over year, and is funding a factory ramp from 1GW to 2GW by year-end 2026. Forward guidance implies non-GAAP EPS of $1.85 to $2.25, and adjusted EBITDA of $650 million to $800 million.

Bloom Energy Is Growing 4x Faster Than GE Vernova The tempting comparison for Bloom is to GE Vernova (NYSE:GEV | GEV Price Prediction), which owns the gas turbine side of the data center power trade. GE Vernova’s Q2 2026 revenue rose 21.83% year over year to $11.10 billion, and its 2026 revenue guide of $45.5 billion to $46.5 billion implies mid-teens growth.

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

The thing is, Bloom is compounding roughly four times faster off a smaller base, and it does not carry GE Vernova’s approximately $400 million of expected Wind segment EBITDA losses in 2026.

Plug Power (NASDAQ:PLUG) saw Q1 2026 revenue of $163.513 million on an adjusted loss of $0.08 per share, with management not targeting EBITDAS-positive results (EBITDA and Stock-based comp) until Q4 2026. Bloom is already there.

Why an AI Spending Slowdown Would Not Break the Thesis The obvious pushback for Bloom is AI capex slowing. However, it helps to take a look at the company’s order book. Oracle’s Project Jupiter alone is a 2.45 gigawatt, 100% Bloom power block, and Bloom’s CEO KR Sridhar said, “Well more than half of our current data center backlog comes from other hyperscalers, neo-clouds and colocation providers.” Demand is contractually signed.

Insider selling looks scary at first glance, but the CEO’s May transaction was an 80,000 share RSU conversion executed on a scheduled vesting, and the board acquired shares in coordinated May 21 filings. For retirement investors focused on AI infrastructure exposure, Bloom Energy’s contracted backlog, cash position, and growth trajectory make it a name to research closely.

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

Contact [email protected] for any questions or corrections.

Posted by Defense World Staff on Jul 25th, 2026

Bank of Nova Scotia grew its position in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) by 12.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 431,429 shares of the business services provider’s stock after purchasing an additional 49,417 shares during the period. Bank of Nova Scotia owned about 0.15% of Omnicom Group worth $32,491,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the business. Activest Wealth Management boosted its stake in shares of Omnicom Group by 2,960.0% in the 4th quarter. Activest Wealth Management now owns 306 shares of the business services provider’s stock valued at $25,000 after purchasing an additional 296 shares in the last quarter. Bayforest Capital Ltd purchased a new position in Omnicom Group in the 4th quarter worth $26,000. Elyxium Wealth LLC bought a new stake in Omnicom Group in the fourth quarter worth $26,000. Legacy Wealth Managment LLC ID boosted its position in Omnicom Group by 111.4% during the fourth quarter. Legacy Wealth Managment LLC ID now owns 334 shares of the business services provider’s stock valued at $27,000 after buying an additional 176 shares during the period. Finally, EFG International AG bought a new position in shares of Omnicom Group during the fourth quarter valued at about $28,000. 91.97% of the stock is owned by hedge funds and other institutional investors.

Omnicom Group Trading Up 2.3% NYSE OMC opened at $79.70 on Friday. Omnicom Group Inc. has a 12 month low of $66.33 and a 12 month high of $87.17. The stock’s fifty day moving average price is $76.40 and its 200-day moving average price is $76.77. The stock has a market cap of $22.72 billion, a P/E ratio of 204.37, a P/E/G ratio of 0.47 and a beta of 0.63. The company has a current ratio of 0.91, a quick ratio of 0.77 and a debt-to-equity ratio of 0.99.

Omnicom Group (NYSE:OMC – Get Free Report) last issued its earnings results on Wednesday, April 29th. The business services provider reported $1.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.84 by $0.06. Omnicom Group had a net margin of 0.32% and a return on equity of 24.48%. The firm had revenue of $6.24 billion for the quarter, compared to the consensus estimate of $5.85 billion. During the same quarter in the prior year, the firm posted $1.70 earnings per share. The business’s revenue was up 69.2% on a year-over-year basis. As a group, equities analysts forecast that Omnicom Group Inc. will post 10.97 EPS for the current fiscal year.

Omnicom Group Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Friday, October 9th. Shareholders of record on Friday, September 18th will be issued a $0.80 dividend. The ex-dividend date of this dividend is Friday, September 18th. This represents a $3.20 dividend on an annualized basis and a dividend yield of 4.0%. Omnicom Group’s dividend payout ratio (DPR) is presently 820.51%.

Wall Street Analyst Weigh In Several equities research analysts have weighed in on the stock. The Goldman Sachs Group assumed coverage on shares of Omnicom Group in a research report on Wednesday, June 3rd. They set a “buy” rating and a $146.00 price target for the company. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Omnicom Group in a research note on Friday, May 22nd. Citigroup dropped their target price on shares of Omnicom Group from $115.00 to $105.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Rothschild & Co Redburn began coverage on Omnicom Group in a research note on Thursday, May 28th. They issued a “neutral” rating and a $89.00 target price on the stock. Finally, Morgan Stanley boosted their target price on Omnicom Group from $82.00 to $83.00 and gave the company an “equal weight” rating in a research note on Friday, May 1st. Four analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $99.38.

View Our Latest Stock Report on OMC

Omnicom Group Company Profile (Free Report)

Omnicom Group Inc (NYSE: OMC) is a global marketing and corporate communications holding company headquartered in New York City. Founded in 1986 through the merger of the BBDO, DDB and Needham Harper agencies, Omnicom has built a portfolio of leading brands and networks serving clients across diverse industries.

The company’s primary business activities encompass advertising, strategic media planning and buying, digital and interactive marketing, direct and promotional marketing, public relations, and customer relationship management.

See Also Five stocks we like better than Omnicom 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

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Posted by Defense World Staff on Jul 25th, 2026

Allspring Global Investments Holdings LLC lowered its stake in shares of Universal Health Services, Inc. (NYSE:UHS – Free Report) by 51.6% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 27,191 shares of the health services provider’s stock after selling 28,932 shares during the period. Allspring Global Investments Holdings LLC’s holdings in Universal Health Services were worth $4,838,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. Elyxium Wealth LLC purchased a new stake in Universal Health Services in the 4th quarter worth $25,000. Harbor Capital Advisors Inc. bought a new position in shares of Universal Health Services in the fourth quarter worth about $26,000. Founders Capital Management purchased a new position in shares of Universal Health Services during the fourth quarter worth approximately $28,000. Larson Financial Group LLC raised its position in Universal Health Services by 302.9% during the 4th quarter. Larson Financial Group LLC now owns 141 shares of the health services provider’s stock valued at $31,000 after purchasing an additional 106 shares in the last quarter. Finally, CYBER HORNET ETFs LLC purchased a new position in Universal Health Services during the 2nd quarter valued at about $29,000. 86.05% of the stock is owned by institutional investors.

Universal Health Services Stock Performance NYSE:UHS opened at $155.96 on Friday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.01 and a current ratio of 1.08. The stock has a market capitalization of $9.44 billion, a PE ratio of 6.50, a P/E/G ratio of 0.81 and a beta of 1.07. Universal Health Services, Inc. has a fifty-two week low of $140.08 and a fifty-two week high of $246.32. The company has a fifty day moving average of $150.58 and a two-hundred day moving average of $179.85.

Universal Health Services (NYSE:UHS – Get Free Report) last announced its earnings results on Tuesday, April 28th. The health services provider reported $5.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.41 by $0.21. Universal Health Services had a net margin of 8.56% and a return on equity of 19.57%. The business had revenue of $4.50 billion for the quarter, compared to analyst estimates of $4.39 billion. During the same quarter last year, the business earned $4.84 earnings per share. The company’s revenue for the quarter was up 9.6% compared to the same quarter last year. As a group, research analysts forecast that Universal Health Services, Inc. will post 23.44 earnings per share for the current fiscal year.

Universal Health Services Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be paid a dividend of $0.20 per share. This represents a $0.80 annualized dividend and a yield of 0.5%. The ex-dividend date is Tuesday, September 1st. Universal Health Services’s payout ratio is 3.33%.

Analyst Upgrades and Downgrades A number of equities analysts have commented on UHS shares. TD Cowen reduced their target price on shares of Universal Health Services from $230.00 to $197.00 and set a “buy” rating for the company in a report on Monday, June 22nd. JPMorgan Chase & Co. reduced their price target on Universal Health Services from $235.00 to $205.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 20th. Raymond James Financial downgraded Universal Health Services from an “outperform” rating to a “market perform” rating in a research note on Wednesday, April 29th. Cantor Fitzgerald lowered their price target on Universal Health Services from $229.00 to $194.00 and set a “neutral” rating for the company in a report on Wednesday, April 29th. Finally, Stephens dropped their price target on Universal Health Services from $235.00 to $205.00 and set an “equal weight” rating on the stock in a research note on Wednesday, April 29th. Five research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $213.73.

Check Out Our Latest Analysis on Universal Health Services

About Universal Health Services (Free Report)

Universal Health Services, Inc (NYSE: UHS) is one of the largest diversified health care management companies in the United States, offering a broad spectrum of services through its acute care hospital and behavioral health segments. The company operates general acute care hospitals, surgical hospitals and ambulatory centers, as well as inpatient and outpatient behavioral health facilities. Its network provides emergency and specialized medicine, diagnostic imaging, laboratory services, advanced surgical care and rehabilitation, complemented by a comprehensive array of behavioral services including psychiatric treatment, addiction programs and developmental disabilities care.

In the acute care segment, UHS’s facilities deliver services ranging from emergency department treatment and intensive care to maternity care and outpatient surgery.

See Also Five stocks we like better than Universal Health Services 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 UHS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Universal Health Services, Inc. (NYSE:UHS – Free Report).

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Bollard Group LLC increased its holdings in Valero Energy Corporation (NYSE: VLO) by 17.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 73,212 shares of the oil and gas company's stock after buying an additional 10,816 shares during the period. Bollard

Posted by Defense World Staff on Jul 25th, 2026

Bank of New York Mellon Corp lowered its stake in shares of Federal Signal Corporation (NYSE:FSS – Free Report) by 3.5% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 405,333 shares of the conglomerate’s stock after selling 14,599 shares during the period. Bank of New York Mellon Corp owned about 0.66% of Federal Signal worth $43,833,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. EverSource Wealth Advisors LLC increased its position in shares of Federal Signal by 140.6% in the second quarter. EverSource Wealth Advisors LLC now owns 243 shares of the conglomerate’s stock valued at $26,000 after buying an additional 142 shares in the last quarter. Palladiem LLC acquired a new stake in Federal Signal in the 4th quarter valued at about $27,000. Physician Wealth Advisors Inc. grew its stake in Federal Signal by 57.2% in the 1st quarter. Physician Wealth Advisors Inc. now owns 250 shares of the conglomerate’s stock valued at $27,000 after acquiring an additional 91 shares during the last quarter. Covestor Ltd increased its holdings in Federal Signal by 118.0% during the 4th quarter. Covestor Ltd now owns 279 shares of the conglomerate’s stock valued at $30,000 after acquiring an additional 151 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd raised its position in Federal Signal by 3,100.0% during the third quarter. Caitong International Asset Management Co. Ltd now owns 256 shares of the conglomerate’s stock worth $30,000 after acquiring an additional 248 shares during the last quarter. 92.73% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets Several research firms have recently commented on FSS. Wall Street Zen upgraded shares of Federal Signal from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Weiss Ratings raised Federal Signal from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday, June 23rd. KeyCorp reiterated an “overweight” rating and set a $140.00 target price on shares of Federal Signal in a report on Thursday, April 30th. DA Davidson boosted their price target on Federal Signal from $125.00 to $132.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. Finally, Zacks Research raised Federal Signal from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 4th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $139.25.

Check Out Our Latest Stock Analysis on FSS

Federal Signal Stock Performance Shares of FSS stock opened at $118.67 on Friday. Federal Signal Corporation has a 52 week low of $101.18 and a 52 week high of $134.51. The company has a market cap of $7.24 billion, a PE ratio of 26.97, a P/E/G ratio of 1.70 and a beta of 1.23. The company has a current ratio of 2.84, a quick ratio of 1.29 and a debt-to-equity ratio of 0.38. The company’s fifty day simple moving average is $116.40 and its 200-day simple moving average is $114.73.

Federal Signal (NYSE:FSS – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The conglomerate reported $1.18 EPS for the quarter, beating the consensus estimate of $0.89 by $0.29. Federal Signal had a return on equity of 21.18% and a net margin of 11.56%.The company had revenue of $625.60 million for the quarter, compared to analyst estimates of $579.87 million. During the same period last year, the company posted $0.76 earnings per share. The firm’s revenue was up 35.0% compared to the same quarter last year. Federal Signal has set its FY 2026 guidance at 4.800-5.050 EPS. As a group, equities research analysts anticipate that Federal Signal Corporation will post 4.94 EPS for the current year.

Federal Signal Profile (Free Report)

Federal Signal Corporation (NYSE: FSS), headquartered in Oak Brook, Illinois, is a diversified industrial company that designs, manufactures and markets a broad range of products and services for municipal, commercial and industrial customers worldwide. Founded in 1901 in Chicago, the company has grown through a combination of organic investment and strategic acquisitions to become a leading provider of environmental management and safety and security solutions.

Federal Signal operates through two primary business segments.

See Also Five stocks we like better than Federal Signal 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 FSS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Federal Signal Corporation (NYSE:FSS – Free Report).

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« PREVIOUS HEADLINEAssetmark Inc. Grows Holdings in Insight Enterprises, Inc. $NSIT

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Posted by Defense World Staff on Jul 25th, 2026

Bank of Nova Scotia increased its stake in shares of NiSource, Inc (NYSE:NI – Free Report) by 243.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 673,457 shares of the utilities provider’s stock after acquiring an additional 477,187 shares during the quarter. Bank of Nova Scotia owned about 0.14% of NiSource worth $31,424,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. NewEdge Advisors LLC increased its position in shares of NiSource by 60.1% during the first quarter. NewEdge Advisors LLC now owns 30,494 shares of the utilities provider’s stock worth $1,223,000 after purchasing an additional 11,452 shares in the last quarter. Woodline Partners LP increased its position in NiSource by 41.6% during the first quarter. Woodline Partners LP now owns 39,703 shares of the utilities provider’s stock worth $1,592,000 after buying an additional 11,671 shares during the period. Acadian Asset Management LLC acquired a new position in shares of NiSource in the 1st quarter valued at $105,000. AXA S.A. purchased a new stake in shares of NiSource in the second quarter valued at about $1,054,000. Finally, Squarepoint Ops LLC boosted its stake in shares of NiSource by 27.6% during the second quarter. Squarepoint Ops LLC now owns 207,409 shares of the utilities provider’s stock worth $8,367,000 after buying an additional 44,822 shares during the period. 91.64% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In NI has been the topic of a number of research reports. Royal Bank Of Canada assumed coverage on NiSource in a report on Wednesday, July 1st. They set an “outperform” rating and a $52.00 price target on the stock. Wells Fargo & Company increased their price objective on NiSource from $51.00 to $52.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. Weiss Ratings reissued a “buy (b)” rating on shares of NiSource in a report on Tuesday. Evercore set a $52.00 price target on NiSource in a research note on Monday, May 11th. Finally, Wall Street Zen lowered shares of NiSource from a “hold” rating to a “sell” rating in a research report on Saturday, May 16th. Nine equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $50.30.

Get Our Latest Stock Analysis on NI

Insider Activity In related news, EVP Melody Birmingham sold 2,500 shares of the company’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $47.43, for a total value of $118,575.00. Following the completion of the transaction, the executive vice president directly owned 116,036 shares in the company, valued at approximately $5,503,587.48. This represents a 2.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Melanie B. Berman sold 15,000 shares of the stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $47.68, for a total value of $715,200.00. Following the transaction, the executive vice president owned 35,990 shares in the company, valued at $1,716,003.20. This trade represents a 29.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 27,500 shares of company stock worth $1,305,675 over the last ninety days. 0.37% of the stock is owned by corporate insiders.

NiSource Trading Down 0.2% Shares of NI opened at $46.66 on Friday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.65 and a quick ratio of 0.56. NiSource, Inc has a 1-year low of $38.45 and a 1-year high of $49.21. The stock has a market cap of $22.37 billion, a price-to-earnings ratio of 23.21, a price-to-earnings-growth ratio of 3.48 and a beta of 0.55. The firm has a 50 day simple moving average of $46.90 and a 200-day simple moving average of $46.26.

NiSource (NYSE:NI – Get Free Report) last announced its earnings results on Wednesday, May 6th. The utilities provider reported $1.06 EPS for the quarter, meeting analysts’ consensus estimates of $1.06. NiSource had a return on equity of 8.31% and a net margin of 14.15%.The firm had revenue of $2.36 billion for the quarter, compared to analysts’ expectations of $2.52 billion. During the same quarter in the prior year, the firm earned $0.85 EPS. NiSource has set its FY 2026 guidance at 2.020-2.070 EPS. Equities analysts forecast that NiSource, Inc will post 2.05 EPS for the current fiscal year.

NiSource Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Friday, July 31st will be issued a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date is Friday, July 31st. NiSource’s dividend payout ratio is 59.70%.

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

Positive Sentiment: KeyCorp kept an Overweight rating on NiSource and reiterated a $50 price target, implying upside from current levels and signaling continued analyst confidence in the utility’s valuation. Benzinga report Positive Sentiment: KeyCorp raised its FY2027, FY2028, and FY2029 EPS estimates for NiSource, suggesting improving earnings power over the next several years and supporting the stock’s longer-term investment case. Positive Sentiment: Wells Fargo reportedly initiated or maintained a Buy view on NiSource, adding to the positive analyst backdrop around the stock. Nisource (NI) Gets a Buy from Wells Fargo Neutral Sentiment: KeyCorp trimmed near-term EPS estimates for Q2, Q3, and Q4 2026, which may temper enthusiasm somewhat, but the reductions were relatively small and did not change the firm’s overall positive stance. Neutral Sentiment: Consensus full-year earnings remain at about $2.05 per share, so the latest analyst revisions do not materially alter the broad earnings outlook yet. NiSource Profile (Free Report)

NiSource, Inc (NYSE: NI) is a publicly traded energy holding company headquartered in Merrillville, Indiana, that primarily owns and operates regulated local gas and electric utilities in the United States. Through its operating subsidiaries, the company delivers natural gas and electricity to residential, commercial and industrial customers and provides the associated distribution and transmission services that keep local energy systems functioning.

The company’s core activities include natural gas distribution, electric transmission and distribution, system operations, maintenance and emergency response.

Read More Five stocks we like better than NiSource 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 NI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NiSource, Inc (NYSE:NI – Free Report).

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« PREVIOUS HEADLINESomnigroup International Inc. $SGI Shares Sold by Beaconlight Capital LLC

Posted by Defense World Staff on Jul 25th, 2026

Affinity Asset Advisors LLC lifted its stake in shares of Arrowhead Pharmaceuticals, Inc. (NASDAQ:ARWR – Free Report) by 185.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 200,000 shares of the biotechnology company’s stock after acquiring an additional 130,000 shares during the quarter. Affinity Asset Advisors LLC owned about 0.14% of Arrowhead Pharmaceuticals worth $12,540,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in ARWR. Tsfg LLC acquired a new stake in shares of Arrowhead Pharmaceuticals during the 4th quarter valued at $25,000. iSAM Funds UK Ltd bought a new stake in Arrowhead Pharmaceuticals during the third quarter worth approximately $29,000. First Horizon Corp acquired a new stake in shares of Arrowhead Pharmaceuticals in the fourth quarter worth $32,000. WPG Advisers LLC lifted its stake in shares of Arrowhead Pharmaceuticals by 384.8% in the fourth quarter. WPG Advisers LLC now owns 543 shares of the biotechnology company’s stock worth $36,000 after buying an additional 431 shares during the last quarter. Finally, Hantz Financial Services Inc. boosted its holdings in shares of Arrowhead Pharmaceuticals by 177.1% during the 4th quarter. Hantz Financial Services Inc. now owns 737 shares of the biotechnology company’s stock worth $49,000 after buying an additional 471 shares during the period. 62.61% of the stock is currently owned by institutional investors and hedge funds.

Arrowhead Pharmaceuticals Stock Down 1.4% Shares of NASDAQ ARWR opened at $85.60 on Friday. The stock has a market capitalization of $12.06 billion, a P/E ratio of -39.81 and a beta of 1.26. The stock’s fifty day moving average is $77.94 and its 200 day moving average is $69.97. Arrowhead Pharmaceuticals, Inc. has a 52 week low of $15.01 and a 52 week high of $95.49. The company has a debt-to-equity ratio of 1.41, a quick ratio of 6.23 and a current ratio of 6.23.

Arrowhead Pharmaceuticals (NASDAQ:ARWR – Get Free Report) last released its earnings results on Thursday, May 7th. The biotechnology company reported ($0.93) EPS for the quarter, beating the consensus estimate of ($1.10) by $0.17. The firm had revenue of $73.74 million for the quarter, compared to analyst estimates of $73.84 million. Arrowhead Pharmaceuticals had a negative net margin of 48.38% and a negative return on equity of 55.09%. The business’s quarterly revenue was down 86.4% compared to the same quarter last year. During the same period last year, the firm earned $2.75 EPS. Sell-side analysts forecast that Arrowhead Pharmaceuticals, Inc. will post -3.08 earnings per share for the current fiscal year.

Insider Activity at Arrowhead Pharmaceuticals In related news, Director Hongbo Lu sold 2,970 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $76.88, for a total transaction of $228,333.60. Following the completion of the sale, the director owned 52,012 shares of the company’s stock, valued at $3,998,682.56. This trade represents a 5.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 3.60% of the stock is currently owned by insiders.

Analysts Set New Price Targets A number of brokerages have issued reports on ARWR. Morgan Stanley lifted their price objective on Arrowhead Pharmaceuticals from $100.00 to $120.00 and gave the company an “overweight” rating in a report on Thursday. JPMorgan Chase & Co. lifted their price target on shares of Arrowhead Pharmaceuticals from $88.00 to $95.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Sanford C. Bernstein boosted their price target on shares of Arrowhead Pharmaceuticals from $35.00 to $46.00 and gave the company a “market perform” rating in a research report on Wednesday, May 13th. Royal Bank Of Canada upped their price objective on shares of Arrowhead Pharmaceuticals from $80.00 to $87.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $126.00 price objective (up from $110.00) on shares of Arrowhead Pharmaceuticals in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Arrowhead Pharmaceuticals currently has a consensus rating of “Moderate Buy” and an average target price of $93.83.

Get Our Latest Stock Analysis on ARWR

Arrowhead Pharmaceuticals Company Profile (Free Report)

Arrowhead Pharmaceuticals, Inc is a clinical-stage biopharmaceutical company focused on the discovery, development and commercialization of RNA interference (RNAi) therapeutics. Since its founding in 2008, Arrowhead has leveraged its proprietary delivery platform—known internally as the Advanced RNAi Compound (ARC) technology—to silence disease-causing genes in patients suffering from genetically defined diseases. The company’s approach aims to offer durable, targeted treatments across a range of therapeutic areas.

The company’s pipeline includes multiple candidates in various stages of development.

Featured Articles Five stocks we like better than Arrowhead Pharmaceuticals 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 ARWR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Arrowhead Pharmaceuticals, Inc. (NASDAQ:ARWR – Free Report).

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« PREVIOUS HEADLINEESCO Technologies Inc. $ESE Shares Sold by Allspring Global Investments Holdings LLC

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Posted by Defense World Staff on Jul 25th, 2026

Bank of Nova Scotia grew its holdings in shares of ATI Inc. (NYSE:ATI – Free Report) by 92.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 467,149 shares of the basic materials company’s stock after buying an additional 224,949 shares during the quarter. Bank of Nova Scotia owned 0.34% of ATI worth $67,951,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the business. Meeder Asset Management Inc. grew its stake in shares of ATI by 2.8% in the first quarter. Meeder Asset Management Inc. now owns 2,754 shares of the basic materials company’s stock valued at $401,000 after buying an additional 74 shares in the last quarter. Lido Advisors LLC grew its position in ATI by 2.7% in the third quarter. Lido Advisors LLC now owns 3,784 shares of the basic materials company’s stock valued at $308,000 after acquiring an additional 101 shares in the last quarter. Signature Equity Partners LLC grew its position in ATI by 208.5% in the first quarter. Signature Equity Partners LLC now owns 182 shares of the basic materials company’s stock valued at $26,000 after acquiring an additional 123 shares in the last quarter. Activest Wealth Management raised its stake in shares of ATI by 17.6% during the fourth quarter. Activest Wealth Management now owns 834 shares of the basic materials company’s stock valued at $96,000 after purchasing an additional 125 shares during the period. Finally, D.A. Davidson & CO. lifted its position in shares of ATI by 2.0% during the fourth quarter. D.A. Davidson & CO. now owns 7,202 shares of the basic materials company’s stock worth $827,000 after purchasing an additional 140 shares in the last quarter.

Insider Buying and Selling at ATI In related news, CEO Kimberly A. Fields sold 59,749 shares of the company’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $179.07, for a total transaction of $10,699,253.43. Following the transaction, the chief executive officer directly owned 218,014 shares of the company’s stock, valued at approximately $39,039,766.98. The trade was a 21.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders sold a total of 160,442 shares of company stock worth $28,535,831 in the last quarter. Insiders own 0.98% of the company’s stock.

ATI Stock Performance ATI opened at $197.47 on Friday. The business has a 50 day moving average price of $185.32 and a two-hundred day moving average price of $159.20. ATI Inc. has a 1-year low of $70.42 and a 1-year high of $205.31. The company has a market capitalization of $26.95 billion, a price-to-earnings ratio of 65.39, a price-to-earnings-growth ratio of 1.59 and a beta of 0.96. The company has a debt-to-equity ratio of 0.95, a current ratio of 2.67 and a quick ratio of 1.17.

ATI (NYSE:ATI – Get Free Report) last released its earnings results on Thursday, April 30th. The basic materials company reported $1.00 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.88 by $0.12. ATI had a return on equity of 26.44% and a net margin of 9.26%.The firm had revenue of $1.15 billion for the quarter, compared to analyst estimates of $1.19 billion. During the same period in the previous year, the company earned $0.72 earnings per share. ATI’s revenue was up .6% compared to the same quarter last year. ATI has set its Q2 2026 guidance at 0.980-1.040 EPS and its FY 2026 guidance at 4.200-4.480 EPS. Research analysts predict that ATI Inc. will post 4.49 EPS for the current fiscal year.

Analysts Set New Price Targets A number of equities research analysts recently weighed in on the stock. Susquehanna raised their price target on shares of ATI from $185.00 to $215.00 and gave the company a “positive” rating in a report on Thursday, July 9th. Wells Fargo & Company initiated coverage on shares of ATI in a research report on Wednesday, April 1st. They issued an “overweight” rating and a $175.00 price objective for the company. BTIG Research lifted their target price on ATI from $165.00 to $180.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Wall Street Zen upgraded ATI from a “hold” rating to a “buy” rating in a research note on Monday, July 20th. Finally, Zacks Research raised ATI from a “hold” rating to a “strong-buy” rating in a report on Thursday, June 25th. Two equities research analysts have rated the stock with a Strong Buy rating and nine have issued a Buy rating to the company’s stock. According to data from MarketBeat.com, ATI currently has a consensus rating of “Buy” and an average price target of $176.78.

View Our Latest Stock Report on ATI

About ATI (Free Report)

Allegheny Technologies Incorporated (ATI) is a global manufacturer of specialty materials and complex components, serving aerospace, defense, oil and gas, chemical processing, medical and other industrial end markets. The company operates through two main segments: High Performance Materials & Components, which produces titanium and nickel-based alloys, stainless and specialty steels, and precision forgings; and Flat-Rolled Products, which supplies stainless steel, nickel and specialty alloy sheet, strip and precision-rolled plate.

Featured Articles Five stocks we like better than ATI 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 ATI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for ATI Inc. (NYSE:ATI – Free Report).

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Posted by Defense World Staff on Jul 25th, 2026

Arrowstreet Capital Limited Partnership decreased its holdings in shares of Jabil, Inc. (NYSE:JBL – Free Report) by 46.2% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 848,163 shares of the technology company’s stock after selling 728,145 shares during the quarter. Arrowstreet Capital Limited Partnership owned about 0.80% of Jabil worth $225,298,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in JBL. Greenline Wealth Management LLC acquired a new stake in Jabil in the 4th quarter worth about $28,000. Veracity Capital LLC raised its position in shares of Jabil by 4,144.3% in the 4th quarter. Veracity Capital LLC now owns 3,735 shares of the technology company’s stock worth $31,000 after buying an additional 3,647 shares during the period. Virtus Advisers LLC acquired a new position in Jabil in the fourth quarter valued at $32,000. DV Equities LLC purchased a new stake in shares of Jabil during the 4th quarter worth about $34,000. Finally, Wilkerson Advisory Group LLC acquired a new stake in Jabil during the 4th quarter worth approximately $34,000. 93.39% of the stock is currently owned by institutional investors and hedge funds.

Jabil Stock Down 3.0% Shares of NYSE:JBL opened at $312.28 on Friday. The firm has a market cap of $32.72 billion, a PE ratio of 38.99, a price-to-earnings-growth ratio of 0.96 and a beta of 1.28. The company has a fifty day simple moving average of $352.15 and a 200 day simple moving average of $302.26. The company has a current ratio of 0.98, a quick ratio of 0.66 and a debt-to-equity ratio of 2.17. Jabil, Inc. has a 12-month low of $189.60 and a 12-month high of $428.93.

Jabil (NYSE:JBL – Get Free Report) last announced its quarterly earnings data on Wednesday, June 17th. The technology company reported $3.16 earnings per share for the quarter, topping the consensus estimate of $3.10 by $0.06. The company had revenue of $8.75 billion during the quarter, compared to analyst estimates of $8.61 billion. Jabil had a net margin of 2.57% and a return on equity of 83.93%. The firm’s revenue for the quarter was up 11.8% compared to the same quarter last year. During the same period last year, the business earned $2.55 EPS. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. On average, equities research analysts anticipate that Jabil, Inc. will post 11.71 EPS for the current fiscal year.

Jabil Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 2nd. Shareholders of record on Friday, August 14th will be paid a dividend of $0.08 per share. The ex-dividend date is Friday, August 14th. This represents a $0.32 annualized dividend and a yield of 0.1%. Jabil’s dividend payout ratio is presently 4.00%.

Insider Buying and Selling In related news, SVP Gary K. Schick sold 1,000 shares of the firm’s stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $340.00, for a total transaction of $340,000.00. Following the transaction, the senior vice president directly owned 39,843 shares in the company, valued at $13,546,620. This trade represents a 2.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Matthew Crowley sold 94 shares of Jabil stock in a transaction on Monday, July 6th. The stock was sold at an average price of $345.00, for a total transaction of $32,430.00. Following the completion of the transaction, the executive vice president directly owned 57,536 shares of the company’s stock, valued at approximately $19,849,920. This represents a 0.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.35% of the company’s stock.

Analyst Upgrades and Downgrades Several equities research analysts have issued reports on the stock. JPMorgan Chase & Co. boosted their price objective on shares of Jabil from $395.00 to $450.00 and gave the stock an “overweight” rating in a research note on Thursday, June 18th. UBS Group upped their target price on Jabil from $380.00 to $430.00 and gave the stock a “neutral” rating in a research report on Thursday, June 18th. Barclays increased their target price on Jabil from $304.00 to $426.00 and gave the company an “overweight” rating in a research note on Thursday, June 18th. Wall Street Zen lowered Jabil from a “strong-buy” rating to a “buy” rating in a research report on Saturday, April 11th. Finally, Zacks Research upgraded Jabil from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 2nd. Two research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $453.67.

Read Our Latest Research Report on JBL

Jabil Company Profile (Free Report)

Jabil Inc (NYSE: JBL) is a global manufacturing solutions provider specializing in electronic manufacturing services (EMS) and diversified products across a wide range of industries. The company partners with original equipment manufacturers to deliver design engineering, supply chain management, precision manufacturing, and aftermarket services. Jabil’s expertise spans sectors such as healthcare, automotive, clean technology, telecommunications, consumer electronics, and packaging, enabling it to support both high-volume production and complex, mission-critical applications.

Founded in 1966 by William E.

Featured Stories Five stocks we like better than Jabil 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 JBL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Jabil, Inc. (NYSE:JBL – Free Report).

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« PREVIOUS HEADLINEArrowstreet Capital Limited Partnership Buys Shares of 5,161,983 Dynatrace, Inc. $DT

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Posted by Defense World Staff on Jul 25th, 2026

Bollard Group LLC purchased a new stake in shares of CarGurus, Inc. (NASDAQ:CARG – Free Report) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 28,525 shares of the company’s stock, valued at approximately $971,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Horizon Investments LLC boosted its position in CarGurus by 2.0% in the 4th quarter. Horizon Investments LLC now owns 16,375 shares of the company’s stock worth $628,000 after purchasing an additional 318 shares in the last quarter. ProShare Advisors LLC boosted its holdings in CarGurus by 2.8% in the 4th quarter. ProShare Advisors LLC now owns 15,992 shares of the company’s stock worth $613,000 after buying an additional 436 shares during the last quarter. Ritholtz Wealth Management boosted its stake in CarGurus by 4.2% during the 1st quarter. Ritholtz Wealth Management now owns 11,039 shares of the company’s stock worth $376,000 after purchasing an additional 449 shares during the last quarter. HighTower Advisors LLC raised its holdings in CarGurus by 7.8% in the 4th quarter. HighTower Advisors LLC now owns 7,094 shares of the company’s stock valued at $272,000 after acquiring an additional 514 shares during the last quarter. Finally, Illinois Municipal Retirement Fund increased its stake in shares of CarGurus by 1.6% in the 4th quarter. Illinois Municipal Retirement Fund now owns 43,583 shares of the company’s stock worth $1,671,000 after acquiring an additional 679 shares during the last quarter. Hedge funds and other institutional investors own 86.90% of the company’s stock.

CarGurus Stock Up 1.2% CARG stock opened at $33.37 on Friday. The stock has a market capitalization of $3.01 billion, a price-to-earnings ratio of 21.95, a price-to-earnings-growth ratio of 1.20 and a beta of 1.18. The stock’s fifty day simple moving average is $31.24 and its 200-day simple moving average is $32.68. CarGurus, Inc. has a 52-week low of $26.39 and a 52-week high of $39.42.

CarGurus (NASDAQ:CARG – Get Free Report) last issued its earnings results on Thursday, May 7th. The company reported $0.58 earnings per share for the quarter, topping the consensus estimate of $0.56 by $0.02. The business had revenue of $243.56 million for the quarter, compared to analyst estimates of $243.10 million. CarGurus had a return on equity of 54.42% and a net margin of 15.57%.The business’s quarterly revenue was up 8.2% on a year-over-year basis. During the same period last year, the company posted $0.46 EPS. CarGurus has set its Q2 2026 guidance at 0.570-0.640 EPS. As a group, analysts anticipate that CarGurus, Inc. will post 2.11 earnings per share for the current fiscal year.

Insider Buying and Selling at CarGurus In other news, General Counsel Javier Zamora sold 3,533 shares of the stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $36.06, for a total value of $127,399.98. Following the completion of the transaction, the general counsel owned 88,345 shares of the company’s stock, valued at approximately $3,185,720.70. This represents a 3.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Matthew Todd Quinn sold 3,824 shares of the firm’s stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $35.03, for a total transaction of $133,954.72. Following the sale, the chief technology officer owned 233,146 shares of the company’s stock, valued at $8,167,104.38. The trade was a 1.61% 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. Over the last three months, insiders have sold 25,559 shares of company stock worth $841,568. 18.19% of the stock is owned by insiders.

Analyst Ratings Changes Several research firms recently weighed in on CARG. Citigroup began coverage on shares of CarGurus in a report on Friday, June 12th. They issued a “buy” rating for the company. Wall Street Zen upgraded shares of CarGurus from a “hold” rating to a “buy” rating in a report on Saturday, June 27th. Piper Sandler reiterated a “sector weight” rating on shares of CarGurus in a research note on Friday, June 12th. Weiss Ratings downgraded CarGurus from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, May 13th. Finally, Barclays raised their price objective on shares of CarGurus from $35.00 to $40.00 and gave the stock an “overweight” rating in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $38.55.

View Our Latest Stock Analysis on CARG

CarGurus Company Profile (Free Report)

CarGurus, Inc operates an online automotive marketplace designed to connect buyers and sellers of new and used vehicles. Through its proprietary search engine and data-driven pricing tools, the platform enables consumers to compare listings, assess fair market values and locate local dealers offering competitive deals. CarGurus also provides detailed vehicle history reports, dealer reviews and financing options to streamline the car-shopping process for both private parties and franchised dealerships.

The company’s core product offerings include Instant Market Value (IMV), which leverages pricing algorithms to help buyers identify over- or under-priced vehicles, as well as dealer subscription services that grant automotive retailers access to lead generation tools, targeted advertising and dynamic pricing insights.

Featured Stories Five stocks we like better than CarGurus 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 CARG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CarGurus, Inc. (NASDAQ:CARG – Free Report).

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SummaryAxon Enterprise delivered strong Q1 results, raising full-year topline growth guidance to 30-32% with a robust $14.3 billion backlog.Despite resilient adjusted EBITDA margins (~25%), free cash flow (FCF) margins have deteriorated, pulling the Rule of 40 (cash-based) below 40 for 2025.Structural cash conversion issues, driven by multi-year contracts and increased receivables, offset the compelling growth and moderate valuations.I maintain a Hold rating, prioritizing improvement in FCF generation and the receivables-to-unearned revenue ratio before considering a Buy. sommart/iStock via Getty Images

Axon Enterprise (AXON) reported a strong Q1 and the outlook on growth continues to be supportive and well visible. Revenue grew ~34% YoY, and the full-year guidance was raised to 30-32% topline growth. The contracted bookings backlog is ~$14.3b (4-5x TTM

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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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SummarySoFi is aggressively seeking to diversify its lending focused revenue stream with new product expansions via an AI investment platform, stablecoins, financial planning and investment products. Q1 debit spending rebounded, particularly in travel and dining, but tax refunds appear to have driven the increase. Meanwhile, consumer sentiment remains very weak at multi-decadal lows. Investors should focus on Q2 revenue guidance, as SoFi has regularly beaten reported-revenue estimates while guidance has been less compelling. SoFi’s valuation implies nearly 41% 5-yr earnings CAGR growth, above the 35% consensus forecast. Technicals are mixed: bearish momentum persists, but the stock is holding a key resistance-turned-support level. Joe Hendrickson/iStock Editorial via Getty Images

Performance assessment SoFi Technologies (SOFI) has gone mostly sideways since my last update. It has beaten the market by >6%, but I do not view that as very material as that kind of

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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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NextEra Energy (NYSE:NEE | NEE Price Prediction) and Brookfield Renewable Partners (NYSE:BEP) both posted Q1 2026 results that sharpen a long-running income debate.

NextEra leaned on its Florida utility and a swelling renewables backlog. Brookfield leaned on hydro cash flow and a Westinghouse-driven nuclear push, while a derivatives mark dragged GAAP earnings. For dividend investors, the two now offer very different flavors of the same clean-power thesis.

Florida Utility Cash vs. Global Hydro Cash NextEra’s Q1 was clean. Adjusted EPS came in at $1.09, up 10% YoY, on revenue of $6.70B. Florida Power & Light added roughly 100,000 customers and brought about 600 MW of new solar online, while NextEra Energy Resources booked a record origination quarter with 4 GW added to a backlog now near 33 GW.

CEO John Ketchum told investors NextEra expects “to grow adjusted earnings per share at a compound annual growth rate of 8%+ through 2032″. That is the kind of visibility income buyers pay up for.

Brookfield’s quarter looked messier on the surface. GAAP net loss hit $295M, weighed by a $193M mark-to-market hit on long-term power derivatives. Underneath, proportionate FFO reached $375M, or $0.55 per unit, up 19% YoY, and the business commissioned roughly 1,800 MW of new capacity.

Connor Teskey framed the tone plainly, citing “the multi-decade trends of reindustrialization and electrification” amplified by data centers. Hydroelectric alone contributed $712M in revenue, the closest thing in renewables to a utility annuity.

The Dividend Math Is Not Close Dividend Lens NEE BEP Quarterly payout $0.6232 $0.392 Indicated yield 2.64% 4.89% Growth target ~10% through 2026, then 6% through 2028 5% to 9% annually Structure C-corp, 1099 LP, K-1 Brookfield pays you more today. NextEra grows the check faster and does not saddle you with a K-1. The current quarterly step from $0.5665 in 2025 to $0.6232 in 2026 shows NextEra still walking that 10% path.

The same investor newsletter that told subscribers to buy Amazon in 2002, Netflix in 2004, and Nvidia in 2005 still publishes two new stock picks every month. Over 23 years, Motley Fool's Stock Advisor has more than quadrupled the S&P 500. New members get this month's picks, the Top 10 Rankings, and a 30-day money-back guarantee. Click here to unlock their next top stocks while new members are still being accepted.

Brookfield moved from $0.373 to $0.392, a solid mid-single-digit bump backed by a 12-year weighted-average contract duration and 92% contracted revenue for the rest of 2026.

What I Am Watching Into 2027 For NextEra, I want to see the 9.5 GW of new gas-fired generation tied to the U.S.-Japan trade deal move from press release to concrete, and the Duane Arnold nuclear restart deliver its expected $0.16 in annual adjusted EPS.

For Brookfield, the Boralex acquisition, the 3,000 MW Google hydro framework, and Westinghouse’s AP1000 push will determine whether that 12% to 15% long-term total return target holds. Rising corporate borrowings, now $4.8B versus $3.7B, deserve attention too.

Why I Lean NEE for Sleep-at-Night Income If I am building a core dividend position and I want to stop thinking about it, I take NextEra. The regulated FPL earnings base, a beta of 0.667, and a clear 8%-plus EPS runway through 2032 give me a rare mix of yield growth and stability. The 18.64% one-year return is a welcome tailwind on top of the thesis.

If I already own steady utilities and I want a higher current payout with more upside variance, Brookfield fits, especially given its 22.14% YTD move and Westinghouse optionality. I would not own it in a taxable account without accepting the K-1 friction. For most income investors I talk to, NextEra remains the cleaner dividend stock today.

If You'd Bought Amazon When the Motley Fool Said To…In September 2002, Stock Advisor told subscribers to buy Amazon. In December 2004, Netflix. In April 2005, Nvidia. The newsletter still publishes two new stock picks every month — and over 23 years, has more than quadrupled the S&P 500. Here's how to get this month's picks:

- Join Stock Advisor for one year, with a 30-day money-back guarantee

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Down 15% from June's initial public offering price and more than 30% below its post-IPO peak, it's safe to say many investors are more than a little disappointed in Space Exploration Technologies' (SPCX -2.85%) -- you know it better as SpaceX -- shares so far.

So now what? Is it worth buying or continuing to hold at its current price? Or, should investors take the recent weakness at face value and throw in towel on this ticker?

Maybe something in between.

History says With the dust of this mid-June IPO finally settling, it's time to say out loud what most people have only been quietly thinking to themselves. That is, like almost all other major initial public offerings for the past three decades, this one was buoyed by hype that was never built to last.

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The stock could continue sinking before finding a bottom, too. Brokerage firm Edward Jones reports that between 2011 and 2020 -- a period when then-Facebook Meta, Peloton, Snapchat parent Snap, and Twitter (now X) all went public -- the average newly minted technology stock was down 14% from its IPO price just six months following its public offering. Again, IPO hype has an all-too-familiar pattern. Never mind the end of the lockups keeping current SPCX shareholders from shedding their now-deteriorating positions, which, of course, would only add to the selling pressure.

Longer-term, still a long shot Just don't feel like you necessarily need to forego a stake in SpaceX forever. Post-IPO performance numbers from Nasdaq Economic Research indicate that between 2010 and 2020, newly public companies generating annual revenue in excess of $100 million end up, on average, at least keeping pace with the broad market's gains, if not slightly beating them.

Image source: Getty Images.

Still, take that information with a grain of salt. While the average three-year performance is positive, this average is skewed by a small handful of overperformers. Nearly two-thirds of these stocks were still in the red three years after their IPO.

In other words, don't bet the farm if you decide to go bottom-fishing.

James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms and Peloton Interactive. The Motley Fool has a disclosure policy.

HomeIndustriesTelecommunicationsTelecom StocksTelecom StocksIt would likely be too expensive and time-consuming for SpaceX to build a mobile network on its own. But the major wireless carriers have to hope one of their rivals doesn’t sell out.July 25, 2026, 8:00 a.m. ET

Ever since T-Mobile and Sprint merged in 2020, the U.S. wireless-communications market has operated as a comfortable oligopoly. But lately, investors have worried that Elon Musk’s SpaceX plans to disrupt what’s been a predictable market for telecommunications services.

SpaceX’s SPCX Starlink business has so far been a niche provider to rural areas. But the company’s initial-public-offering prospectus in May revealed that Starlink Mobile has ambitions to massively penetrate suburban and urban markets too — with the goal of providing better connectivity than what can be offered by cell towers on the ground.

Apple's total revenue expected for fiscal Q3 has ticked up since late January but is flat at $108.1 billion from last quarter, according to Visible Alpha consensus. Expectations for the high-margin Services segment remained stable for Q3 at $31.4 billion. Apple stock has been up 11.3% since May and 26.3% since January 2026.

Coca-Cola (NYSE:KO | KO Price Prediction) offers retirement investors a rare combination of reliable income and accelerating growth ahead of its upcoming Q2 earnings report on July 28. The company just raised its dividend for the 64th consecutive year, expanded its operating margin from 32.9% to 35.0%, and raised 2026 EPS guidance from 8% to 9%. Coca-Cola may trade like a sleepy consumer staple, but its latest results show a Dividend King gaining momentum.

Three Reasons the Buy Case Writes Itself The cash machine is accelerating. Q1 2026 delivered $12.47B in revenue, up 12.07% year over year, on 10% organic growth and EPS of $0.86 that beat estimates by 5.87%, the fourth consecutive EPS beat. Free cash flow climbed 131.85% year over year to $1.755B, and management guided to roughly $12.2B of free cash flow for 2026. That covers the $8.8B in dividends paid in 2025 with meaningful room to spare.

Dividend income is durable and growing. Coca-Cola’s quarterly payout rose from $0.51 to $0.53 in 2026, giving a 2.51% dividend yield layered on top of a 45.97% return on equity. Coca-Cola raised the dividend through 2008, 2020, and every macro shock in between.

Management is prioritizing share buybacks too. KO repurchased $477M in Q1 2026 with roughly $5.2B still authorized. Shares are already up 17.67% year to date and 20.71% over one year.

Why Coca-Cola Deserves to Trade at a Premium Coca-Cola’s classic competitor is PepsiCo (NASDAQ:PEP), which offers a fatter 4.24% dividend yield at a cheaper 18 P/E. While Pepsi may look optically cheaper, PepsiCo’s quarterly revenue growth of 6.4% is roughly half of Coca-Cola’s 12.1%, and its 16.8% operating margin is a fraction of KO’s 35.0%.

Keurig Dr Pepper (NASDAQ:KDP) is worse on quality, with the company reporting a 6.31% ROE and quarterly earnings growth of -47.7%. Investors pay a premium for KO because KO is a better business.

KO’s One Weak Spot The bear case for Coca-Cola revolves around input-cost pressure and a 17% decline in Asia Pacific operating income. However, consolidated operating margin still expanded 210 basis points, and North America, EMEA, Latin America, and Bottling Investments all posted double-digit revenue growth in Q1 2026. For retirement portfolios needing rising income backed by a fortress balance sheet, Coca-Cola may be worth a closer look ahead of July 28 Q2 earnings.

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

Contact [email protected] for any questions or corrections.

The market is getting increasingly skeptical about Google's declining free cash flow margins. I think the market is overreacting. I believe Google is investing aggressively in AI from a position of strength, not one of weakness. Google has been able to infuse AI pervasively across its ecosystem, and it is not looking to slow down.

HomeEarnings AnalysisCommunication Services

SummaryAlphabet's FQ2'26 showed negative free cash flow due to aggressive CapEx, with the pessimism further fed by the management's raised FY2026 guidance.Otherwise, Q2 seasonally reports lower cash flows, with the richer TTM cash flow/revenue ratio of 41.6% and the growing cloud backlog mitigating overbuilding concerns.These developments underscore GOOG's AI-driven growth pains, since hefty CapEx must first happen before rich compute/ad monetization may occur.Despite the premium valuations, GOOG's strong balance sheet, oversold technicals, and rich upside potential to my LTPT of $431.70 justify the upgraded Buy rating.Short-term risks include insider selling, SPCX lockup expiries, and seasonal weakness in August/September, with a Buy Zone in the $290s–$320s offering better entries. Techa Tungateja/iStock via Getty Images

I previously downgraded Alphabet Inc., aka Google (GOOG, GOOGL, GOOG:CA), as a Hold in May 2026, attributed to the reduced margin of safety from the outsized rally in April/early May 2026.

In this article, I

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Consumers know Amazon (AMZN -0.70%) best for its retail footprint. Investors, who tend to do a deeper dive on the company, tend to focus on the profitability of Amazon Web Services and Amazon's AI business.

Nonetheless, one other source of revenue has driven higher growth. Better still, that business directly leverages the company's e-commerce site, which is visited by an estimated 2.2 billion people monthly.

Image source: The Motley Fool.

Amazon's lesser-known business segment Investors often forget about Amazon's advertising services business.

Advertising services generated over $17 billion in net sales in the first quarter of 2026, about 9.5% of the company's total. On a trailing-12-month basis, it grew by 24% year over year. That was well above the 17% net sales growth for the overall company, and third only to AWS and Amazon's "other" category in terms of growth.

Admittedly, Amazon itself is probably to blame for this segment attracting relatively little attention. The only metric the company publishes for this business is net sales. Moreover, Amazon divides its advertising services revenues among the North America and international segments, and offers no clarity about how much it contributes to each of them.

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So investors have no idea how much operating income the ad business generates. This is significant because such ad businesses tend to have little additional overhead as they scale. Since Amazon has underperformed in 2026, knowing more about how that segment is performing could give investors a reason to buy the stock.

Ultimately, the outlook for the advertising business is probably an excellent reason to buy Amazon stock. It will probably remain a vibrant growth area for the company. Furthermore, even if Amazon chooses not to provide more clarity on how advertising benefits the company's financials, having a major business that's growing as fast as its advertising services unit is can only be good for the consumer discretionary stock over the long term.

Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon. The Motley Fool has a disclosure policy.

Warren Buffett has never been shy about the great businesses he let slip through his fingers. One of the most painful was McDonald's (MCD +0.75%), which Berkshire Hathaway (BRKB +0.79%) (BRKA +1.14%) sold in the late 1990s in a move Buffett flatly called "a very big mistake." Berkshire has passed on the stock ever since. I think Greg Abel, Berkshire's new chief executive officer, will eventually buy it back, and the reason is simple: McDonald's is a textbook Berkshire business.

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The mold McDonald's fits Forget the burgers for a moment. McDonald's is best understood as a real estate and royalty machine wearing a fast-food uniform. Roughly 95% of its restaurants are run by franchisees, which means McDonald's itself collects high-margin franchise fees and rent on prime real estate while its operators shoulder the day-to-day risk of running the restaurants. The result is capital-light, remarkably predictable cash flow, exactly the quality Buffett spent his career hunting for.

Layer on the rest of the checklist and the fit is almost eerie. McDonald's owns one of the most recognized brands on earth, a genuine competitive moat. It has pricing power built over decades. It generates enormous free cash flow. And it has raised its dividend -- which yields about 2.8% -- for nearly 50 consecutive years. A wide moat, durable earnings, dependable and growing cash returns: This is the archetype of the kind of company Berkshire was built to own.

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The one that got away The history stings precisely because Buffett knew all this. At the end of 1996, Berkshire held about 30 million McDonald's shares, a 4.3% stake worth roughly $1.4 billion. Within two years, he had sold, and in his 1998 shareholder letter, he admitted the error in plain language, joking that shareholders would have been better off had he "regularly snuck off to the movies during market hours." That stake would be worth more than $10 billion today, before counting decades of dividends. It is a rare unforced error from the greatest investor of his era, and a reminder that even Buffett sometimes let a wonderful business go.

Image source: Getty Images.

Why Abel might change that Here is where the simple reasoning comes in. Abel has shown he is more willing than the famously price-sensitive Buffett to act decisively and pay a fair price for quality, as his recent moves into large, fully valued businesses suggest. Buying McDonald's would require no leap into unfamiliar territory, no wrestling with a business model he does not understand, which is what kept Buffett out of so many technology names. It is a company Berkshire knows well and already wishes it still owned. For a leader looking to put Berkshire's mountain of cash to work in proven, moat-protected businesses, repurchasing the one that got away is about as natural a move as it gets.

The caveat worth naming To be clear, this is a prediction, not a certainty, and the point is less about guessing Abel's next trade than recognizing what makes a stock Berkshire-worthy. McDonald's is not cheap and Berkshire may well find more compelling values elsewhere. Predictions about any single purchase are educated guesses at best.

Whether Abel actually pulls the trigger, McDonald's is the sort of business long-term investors can own with real confidence: a wide-moat, cash-gushing royalty and real estate operation that even Buffett wished he had never sold. That is the deeper lesson here. Instead of trying to predict Berkshire's next move, study the investing template it uses: durable brands, predictable cash flows, and pricing power, and McDonald's checks every box. If Greg Abel is hunting for Berkshire-worthy consumer businesses, this is the blueprint, and I would not be surprised to see Berkshire own it again.

Three telecom giants reported Q2 earnings over three days, and now that the market has had time to digest, a theme is emerging in the sector.

One positive trend from the trio of reports last week is that telecommunications companies are no longer paying up for growth through promotions or subsidization. All three companies grew earnings per share (EPS) year over year (YOY) in Q2, indicating stronger retention economics and subscriber growth. Additionally, all three increased shareholder returns through buybacks and dividends, a signal to the market that management thinks it's sitting on a cheap stock.

To choose a winner from Q2, we’ll need to break down the earnings reports in greater detail. Despite earnings, subscriber, and cash flow growth, not every stock responded the same way after its release. The sector as a whole might be its healthiest in years, but not every carrier is capturing upside in the same way.

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AT&T: Q2 Metrics Show Convergence Thesis Unlocking New Growth OpportunitiesOverall MarketRank™100th Percentile

Analyst RatingModerate Buy

Upside/Downside21.3% Upside

Short Interest LevelHealthy

Dividend StrengthStrong

News Sentiment0.77 Insider TradingN/A

Proj. Earnings Growth9.48%

See Full Analysis

Shares of AT&T Inc. NYSE: T popped more than 3% following its July 22 earnings release, driven by rapid growth and low churn as its services converge. In its Q2 2026 results, the company reported a clear EPS beat and a slight revenue miss, but the underlying numbers are the true driver of the reaction. AT&T added 432,000 postpaid phone subscribers and 646,000 internet subscribers, with more than 147,000 being new accounts, not just extra lines. Home internet service is a key area, with revenue growing 27% year-over-year (YOY), and management expects fiber internet to reach more than 40 million households by the end of the year.

Another bullish beacon is the impressively low churn rates in Q2 despite carrier price increases. Postpaid wireless churn declined to 0.86% YOY, indicating that fewer than 1% of customers cancel their plans each month. Additionally, 42% of home internet customers now subscribe to AT&T wireless, supporting the ‘convergence’ thesis of selling wireless and internet services to the same households. The Q2 metrics show that this strategy is not only driving growth and earnings but also decreasing churn rates.

Management reaffirmed full-year EPS guidance of $2.25 to $2.35 and free cash flow guidance of $18 billion while committing to $45 billion in shareholder returns through 2028. The share repurchase program was increased from $8 billion to $10 billion, as CEO John Stankey cited improved cash flow and the stock's value (10.29 times forward earnings). If there’s one fly in the ointment, it’s the dividend, which has remained frozen at $1.11 annually since 2022 and continues to be stagnant despite the capital return commitments.

T-Mobile: Headline Numbers Shroud Murky Guidance That Triggered Sell-OffOverall MarketRank™99th Percentile

Analyst RatingModerate Buy

Upside/Downside40.4% Upside

Short Interest LevelBearish

Dividend StrengthModerate

News Sentiment0.71 Insider TradingSelling Shares

Proj. Earnings Growth23.46%

See Full Analysis

T-Mobile US Inc. NASDAQ: TMUS is only one of three to sell off following its Q2 2026 earnings release, which might seem odd given that it beat EPS estimates by more than 15% and raised adjusted free cash flow guidance to a range of $18.4 billion to $18.8 billion. But while the company grew subscribers above consensus, the 277,000 total postpaid net accounts additions represented a 13% YOY decline.

T-Mobile doesn’t publish phone churn rates (only account churn rates), but management prepared the market for a weak Q3 due to “rate plan modernization,” i.e., price hikes. Q3 postpaid net account guidance of just 250,000 adds likely triggered the sell-off. Disappointing results following a strong start to the year in Q1, and the market punished the missteps.

It should be noted that despite the weak subs and troublesome guidance, the earnings growth does appear real. Average revenue per account (ARPA) grew 2% to $152.91, and management guided full-year ARPA to 2.5% to 3%. T-Mobile is deliberately trading volume for monetization, accepting lower subscriber growth in exchange.

Verizon: The Cash Flow King Posts Biggest Upside SurpriseOverall MarketRank™93rd Percentile

Analyst RatingHold

Upside/Downside8.0% Upside

Short Interest LevelHealthy

Dividend StrengthStrong

News Sentiment0.71 Insider TradingN/A

Proj. Earnings Growth6.02%

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Verizon Communications Inc. NYSE: VZ called the game this quarter thanks to a massive subscriber beat and guidance raise. Expectations were high coming into the Q2 2026 report, but the company surpassed EPS projections (6.6% YOY growth) despite a roughly 2.5% revenue miss vs. consensus. However, the most impressive numbers were the subscriber metrics. Verizon added 184,000 postpaid phone nets in Q2, smashing the consensus expectation of 106,000 and a swift reversal from Q2 2025 when the company lost phone subscribers. The company also added 348,000 broadband subs, bringing the total first-half adds over one million. Phone churn improved 84 basis points, an impressive feat when paired with lower acquisition and retention costs.

Management expects mobility and broadband service revenue to grow 3% in Q3 and 4% in Q4, and boosted full-year EPS estimates to $4.99 to $5.04 and free cash flow estimates to $21.9 billion to $22.1 billion. The cash influx strengthened Verizon’s industry-best dividend, which now yields 6.25% and absorbs only about 31% of free cash flow. Verizon also has a 20-year track record of dividend payout increases, making it the most shareholder-friendly of the major telecoms.

If Verizon’s report contained a red flag, it's that the record profitability and cash flow sit on declining revenue. Management expects revenue growth to pick up in the second half of the year, but this guidance projection is now the most crucial for any of the three major telecoms. A strong Q3 is needed to confirm which trajectory is real.

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