Ambetter Health Introduces New Heart Failure Coverage and Expands Chronic Care Solutions in Nine States
, /PRNewswire/ -- Ambetter Health, the Health Insurance Marketplace product of Centene Corporation (NYSE: CNC), today announced its 2027 Marketplace offerings, including new and enhanced condition-specific plans. Ambetter Health currently serves more than 3.5 million members across 27 states and more than 1,700 counties, and will expand into 55 additional counties for 2027.
Experience the full interactive Multichannel News Release here: https://www.multivu.com/ambetter_health/9420451-en-ambetter-health-open-enrollment-2027-marketplace-offerings
Ambetter Health is on a mission to expand access to quality, affordable health insurance, helping more people connect to the care and support they deserve.
Ambetter Health Announces 2027 Marketplace Offerings, Including Enhanced Condition-Specific Coverage Options
Ambetter Health Announces 2027 Marketplace Offerings, Including Enhanced Condition-Specific Coverage Options
Ambetter Health combines deep experience, innovative solutions, and strong local partnerships to help individuals and families take control of their health with confidence.
"We are committed to delivering coverage options that reflect the diverse healthcare needs of the communities we serve," said Katherine Kirby, President of Ambetter Health. "Our condition-specific plans have delivered strong member satisfaction and primary care engagement, demonstrating the value of more personalized approaches to coverage."
Designed Around Members' Needs
In 2027, Ambetter Health will introduce and expand a range of condition-specific Ambetter Health Premier plans designed to support better health, enhance the member experience, and help reduce or eliminate out-of-pocket costs for individuals managing chronic conditions.
New Enhanced Congestive Heart Failure Care plans in North Carolina and Ohio. These plans offer eligible members $0 copays for certain heart failure medications, $0 select mental health medications, $0 nicotine replacement therapy, $0 cardiologist visits (up to four per year), plus covered cholesterol labs, EKGs, cardiac education and nutritional counseling visits.
Expanding Enhanced Diabetes Care plans in Louisiana, Mississippi and Indiana. These plans, already available in Florida, Tennessee, Texas, Alabama and Oklahoma, offer eligible members $0 preferred insulin, $0 select medications used to manage diabetes, high blood pressure, high cholesterol and mental health conditions, as well as $0 select diabetic supplies and $0 routine A1C lab services.
Enhanced Asthma and COPD Care plans in Georgia. Joining North Carolina, Oklahoma and Kentucky, these plans offer $0 copays for preferred Asthma/COPD medications, including controller and rescue inhalers and mental health medications, $0 pulmonologist visits, $0 allergy testing and $0 pulmonary rehabilitation services.
Coverage that Supports Whole-Person Health
In addition to expanded plan options, Ambetter Health will continue offering a range of programs and benefits designed to help members access care and manage their health more effectively.
Virtual 24/7 Care. Members in all markets can reach an Ambetter-designated licensed provider by telehealth for conditions such as flu, fever, ear infections, skin conditions and respiratory infections, without leaving home.
My Health Pays®. Available in participating states, the My Health Pays program lets members earn rewards for completing health activities and challenges, with up to $500 in annual rewards that can be applied to copays, deductibles, and other health related expenses. Amounts and eligibility vary by state.
Walgreens Smart Savings. In Florida, Georgia, Illinois, Mississippi, Nebraska and Tennessee, members receive 20% off Walgreens brand over the counter health and wellness products. *
YMCA membership. In Arizona, Florida, Nevada, North Carolina and Oklahoma, members receive in-person YMCA access and YMCA360 virtual programming at no additional cost.
Open Enrollment for 2027 Marketplace coverage begins Nov. 1, 2026. Consumers can explore coverage options, compare plans, and learn more about available benefits by visiting AmbetterHealth.com.
About Ambetter Health
Ambetter Health is a health insurance offering that is available on the Health Insurance Marketplace, or exchange, established by the Affordable Care Act. It is one of the healthcare programs provided by Centene Corporation, a leading healthcare enterprise committed to helping people live healthier lives. Ambetter Health is made available through local health plans and covers a wide variety of healthcare services, including preventive and wellness services, maternity and newborn care, pediatric services, mental health and substance misuse services, prescription drug coverage and more.
*Walgreens discount valid until 12/31/27. Some restrictions apply. Discount valid only for in-store purchases of eligible Walgreens brand health and wellness products by current members eligible for the discount program. Discount cannot be used online. Walgreens can discontinue program at its discretion. For full list of Walgreens brand health and wellness products, please visit www.walgreens.com/smartsavings. Offer not valid on the following items: alcohol, charitable donations, dairy, prescription medication, durable medical equipment or supplies or services submitted by the pharmacy to insurance for reimbursement or where otherwise limited by law, liquor department items, lottery tickets, magazines, money orders/transfers, newspapers, phone/prepaid/gift cards, photo orders, prescriptions, pseudoephedrine or ephedrine products, stamps, tobacco and transportation passes.
AGCO to explore Digit robot use in manufacturing operation for repetitive, hazardous tasks.
, /PRNewswire/ -- AGCO (NYSE: AGCO) and Agility Robotics, a leading humanoid robotics and physical AI company, have signed a commercial agreement to advance the future of manufacturing through AI-powered humanoid automation. The U.S. pilot, expected to begin in 2027, will support AGCO's efforts to create more flexible, intelligent factories, beginning at AGCO's Hesston, Kansas, production facility.
Agility Robotics’ Digit humanoid robot is designed to perform repetitive, physically demanding tasks in human-centric work environments. AGCO plans to pilot Digit at its Hesston, Kansas, manufacturing facility beginning in 2027, initially supporting parts sorting and stacking and the placement of totes for storage. Agility Robotics' Digit® robot will initially support key assembly and production operations including parts sorting and stacking, and intelligent placement of totes for storage. By automating repetitive and physically demanding tasks, the robot will help enhance ergonomic safety, improve operational efficiency and empower employees to focus on higher-value, skill-driven work that advances innovation and productivity.
"This strategic relationship views humanoid robotics and AI as essential 'teammates' in building flexible, intelligent factories," said Thomas Enghof, AGCO's Director of Manufacturing Technology. "They unlock automation in complex, human-centric workflows, augmenting human capabilities by absorbing repetitive, strenuous or hazardous tasks. By pairing human ingenuity with robust robotic engineering and strict safety governance, we create resilient manufacturing systems that empower the workforce and deliver measurable business value."
AGCO joins a growing number of global leading companies deploying Agility's humanoid robots, including Toyota, GXO and Schaeffler.
"We're excited to work alongside AGCO as they continue to lead the way in agricultural innovation," said Daniel Diez, Chief Business Officer of Agility Robotics. "By introducing Agility's Digit humanoid robots into AGCO's operations, we have an opportunity to strengthen manufacturing processes, support employees in demanding tasks and demonstrate how advanced robotics can create measurable impact across modern production environments."
Powered by advanced artificial intelligence, Digit continuously learns and adapts to evolving workflows, enabling greater operational flexibility and improved productivity. When paired with Agility Arc™, Agility Robotics' cloud-based platform for deploying and managing robot fleets, companies can rapidly integrate automation into essential operations without requiring extensive infrastructure changes or costly facility upgrades.
Agility, the Agility logo, Digit, Agility Arc, RoboFab, and Made for Work are trademarks of Agility Robotics, Inc. Third-party trademarks are the property of their respective owners.
About AGCO
AGCO (NYSE: AGCO) is a global leader in agricultural machinery and precision agriculture technologies. Driven by a Farmer-First strategy, AGCO delivers value through its differentiated leading brands, Fendt™, Massey Ferguson™, PTx™ and Valtra™. AGCO's high-performance equipment and smart farming solutions, including brand-agnostic retrofit technologies and autonomous offerings, empower farmers to drive productivity while sustainably feeding the world. For more information, visit www.agcocorp.com.
About Agility Robotics
Headquartered in Salem, Oregon, with offices in Pittsburgh, Pennsylvania and Fremont, California, Agility Robotics' mission is to build robot partners that augment the human workforce. Agility's groundbreaking general-purpose humanoid robot, Digit, is the first multi-purpose, human-centric robot that is Made for Work® and commercially deployed today. With more than 65,000 hours of real-world operation combined with industry-leading safety standards, we're pioneering a new era of automation that enhances human potential. To learn more, visit agilityrobotics.com.
, /PRNewswire/ -- QuidelOrtho Corporation (Nasdaq: QDEL) ("QuidelOrtho"), a leading global provider of diagnostic solutions, announced today that it will issue a press release to report its financial results for the third quarter 2026 ended September 27, 2026, shortly after the market closes at 4:00 p.m. ET on Tuesday, November 3, 2026.
Following the release, QuidelOrtho will hold a conference call and webcast beginning at 2:00 p.m. PT / 5:00 p.m. ET to discuss its financial results. Interested parties can access the live webcast on the "Investor Relations" page of the Company's website at https://ir.quidelortho.com/events-and-presentations. A replay of the webcast will be available shortly after the event on the Company's website.
QuidelOrtho is dedicated to advancing diagnostics to power a healthier future. For more information, please visit quidelortho.com and follow QuidelOrtho on LinkedIn, Facebook and X.
About QuidelOrtho Corporation
With expertise spanning clinical chemistry, immunoassay, immunohematology and molecular testing, QuidelOrtho Corporation (Nasdaq: QDEL) is a leading global provider of diagnostic solutions, dedicated to advancing fast, accurate and reliable results that help improve patient outcomes – from the point of care to hospital, lab to clinic. Building on a legacy of innovation, QuidelOrtho works with healthcare providers to advance diagnostics that connect insights with solutions, defining a clearer path for informed decisions and better care.
ANDOVER, Mass., Oct. 20, 2026 (GLOBE NEWSWIRE) -- Vicor Corporation (NASDAQ: VICR) today reported financial results for the third quarter ended September 30, 2026. These results will be discussed at 8:00 a.m. Eastern Time, during management’s quarterly investor conference call. The details for the call are below.
Product and royalty revenues for the third quarter ended September 30, 2026 totaled $197.1 million, a 37.5% sequential increase from $143.4 million in the second quarter of 2026, and increased 78.5% from $110.4 million for the corresponding period a year ago.
Gross margin increased sequentially to $134.7 million for the third quarter of 2026, compared to $83.1 million for the second quarter of 2026, and increased from $63.5 million for the corresponding period a year ago. Gross margin, as a percentage of revenue, increased to 68.3% for the third quarter of 2026, compared to 58.0% for the second quarter of 2026, and increased from 57.5% for the corresponding period a year ago. Operating expenses, including contingency fees to law firms enforcing Vicor IP, increased sequentially to $62.5 million for the third quarter of 2026, compared to $48.2 million for the second quarter of 2026, and increased from $42.6 million for the corresponding period a year ago.
Net income for the third quarter was $63.3 million, or $1.33 per diluted share, compared to net income of $49.8 million, or $1.04 per diluted share, for the second quarter of 2026 and net income of $28.3 million or $0.63 per diluted share, for the corresponding period a year ago.
Cash flow from operations totaled $69.7 million for the third quarter, compared to cash flow from operations of $34.0 million in the second quarter of 2026, and cash flow from operations of $38.5 million for the corresponding period a year ago. Capital expenditures for the third quarter totaled $16.1 million, compared to $11.2 million for the second quarter of 2026 and $4.0 million for the corresponding period a year ago. Cash and cash equivalents as of September 30, 2026 increased 13.1% sequentially to approximately $513.1 million compared to approximately $453.6 million as of June 30, 2026.
Backlog for the third quarter ended September 30, 2026 totaled $406 million, a 7% sequential increase from $380 million at the end of the second quarter of 2026, and increased 166% from $153 million for the corresponding period a year ago.
Commenting on recent developments, CEO Dr. Patrizio Vinciarelli stated: “With the purchase of two additional sites within 30 miles of ChiP Fab-1 in Andover, we will be able to provide a nearly 5X increase in capacity from 3 Fabs, relative to Fab-1. Capacity expansion is necessary in view of demand and industry trends.
Open Compute confirmed the challenges of VRs and IVRs. In addition to infringing patents to 1st GEN VPD, VRs and IVRs face electrical, mechanical and thermal barriers to escalating AI processor requirements. In private presentations and lab sessions with OEMs and Hyperscalers, we demonstrated the distinct advantages of Vicor’s 2nd GEN VPD. Participants paid attention, providing positive feedback and interest in engaging. The stage is set for broader adoption of high performance ALL-FPA current multiplier modules which enable 2nd GEN VPD.
On the licensing front, we granted our first VPD license to an AI OEM at Stage-2 unit royalty rates. Unlicensed OEMs and Hyperscalers may not have realized the implications of importing, or planning to import, computing systems infringing Vicor patents to VPD. The ITC decision to institute an investigation into VPD infringement is catching their attention, prompting inquiries about licenses at royalty rates that strongly favor early adopters."
For more information on Vicor and its products, please visit the Company’s website at www.vicorpower.com.
Earnings Conference Call
Vicor will be holding its investor conference call today, Tuesday, October 20, 2026 at 8:00 a.m. Eastern Time. Vicor encourages investors and analysts who intend to ask questions via the conference call to register with Notified, the service provider hosting the conference call. Those registering on Notified’s website will receive dial-in info and a unique PIN to join the call as well as an email confirmation with the details. Registration may be completed at any time prior to 8:00 a.m. on October 20, 2026. For those parties interested in listen-only mode, the conference call will be webcast via a link that will be posted on the Investor Relations page of Vicor's website prior to the conference call. Please access the website at least 15 minutes prior to the conference call to register and, if necessary, download and install any required software. For those who cannot participate in the live conference call, a webcast replay of the conference call will also be available on the Investor Relations page of Vicor's website.
This press release contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Any statement in this press release that is not a statement of historical fact is a forward-looking statement, and, the words “believes,” “expects,” “anticipates,” “intends,” “estimates,” “plans,” “assumes,” “may,” “will,” “would,” “should,” “continue,” “prospective,” “project,” and other similar expressions identify forward-looking statements. Forward-looking statements also include statements regarding bookings, shipments, revenue, profitability, targeted markets, increase in manufacturing capacity and utilization thereof, future products and capital resources. These statements are based upon management’s current expectations and estimates as to the prospective events and circumstances that may or may not be within the company’s control and as to which there can be no assurance. Actual results could differ materially from those projected in the forward-looking statements as a result of various factors, including those economic, business, operational and financial considerations set forth in Vicor’s Annual Report on Form 10-K for the year ended December 31, 2025, under Part I, Item I — “Business,” under Part I, Item 1A — “Risk Factors,” under Part I, Item 3 — “Legal Proceedings,” and under Part II, Item 7 — “Management’s Discussion and Analysis of Financial Condition and Results of Operations.” The risk factors set forth in the Annual Report on Form 10-K may not be exhaustive. Therefore, the information contained in the Annual Report on Form 10-K should be read together with other reports and documents filed with the Securities and Exchange Commission from time to time, including Forms 10-Q, 8-K and 10-K, which may supplement, modify, supersede or update those risk factors. Vicor does not undertake any obligation to update any forward-looking statements as a result of future events or developments.
Vicor designs, manufactures and markets modular power components and complete power systems based upon a portfolio of patented technologies. Vicor licenses its patents to OEMs and hyper-scalers needing supply chain assurance, flexibility and scalability. Headquartered in Andover, Massachusetts, Vicor modules and power system technology are used in high performance computing, industrial, transportation, aerospace and defense.
For further information contact:
James F. Schmidt, Chief Financial Officer
Office: (978) 470-2900
Email: [email protected]
VICOR CORPORATION CONDENSED CONSOLIDATED STATEMENT OF OPERATIONS (Thousands except for per share amounts) QUARTER ENDED NINE MONTHS ENDED (Unaudited) (Unaudited) SEPT 30, SEPT 30, SEPT 30, SEPT 30, 2026
2025
2026
2025
Product revenue$ 130,501 $ 88,698 $ 341,431 $ 257,597Royalty revenue 66,613 21,725 112,004 42,840 Total net revenues 197,114 110,423 453,435 300,437Patent litigation settlement - - - 45,000 Total net revenues and patent litigation settlement 197,114 110,423 453,435 345,437Cost of product revenues 62,434 46,910 173,269 145,431 Gross margin 134,680 63,513 280,166 200,006 Operating expenses: Selling, general and administrative 38,563 22,747 89,356 75,836 Research and development 23,969 19,859 66,900 58,027 Total operating expenses 62,532 42,606 156,256 133,863 Income from operations 72,148 20,907 123,910 66,143 Other income (expense), net 6,585 2,407 14,149 9,198 Income before income taxes 78,733 23,314 138,059 75,341 Less: Provision (benefit) for income taxes 15,401 (4,988) 4,265 3,278 Consolidated net income 63,332 28,302 133,794 72,063 Less: Net income attributable to noncontrolling interest 11 10 37 40 Net income attributable to Vicor Corporation$63,321 $28,292 $133,757 $72,023 Net income per share attributable to Vicor Corporation: Basic$1.37 $0.63 $2.92 $1.60 Diluted$1.33 $0.63 $2.81 $1.59 Shares outstanding: Basic 46,129 44,734 45,845 44,986 Diluted 47,609 44,930 47,524 45,167 VICOR CORPORATION CONDENSED CONSOLIDATED BALANCE SHEET (Thousands) SEPT 30, DEC 31, 2026
2025
(Unaudited) (Unaudited) Assets Current assets: Cash and cash equivalents$ 513,137 $ 402,805 Accounts receivable, net 122,488 60,716 Inventories 110,922 91,340 Other current assets 13,594 32,502 Total current assets 760,141 587,363 Long-term deferred tax assets 23,439 27,463 Long-term investment, net - 2,462 Property, plant and equipment, net 177,987 147,690 Other assets 20,053 20,853 Total assets$ 981,620 $ 785,831 Liabilities and Equity Current liabilities: Accounts payable$ 24,334 $ 12,290 Accrued compensation and benefits 14,047 12,031 Accrued expenses 22,223 3,691 Accrued litigation - 28,275 Sales allowances 3,512 3,136 Short-term lease liabilities 1,733 1,568 Income taxes payable 208 904 Short-term deferred revenue and customer prepayments 418 3,426 Total current liabilities 66,475 65,321 Long-term income taxes payable 3,143 3,086 Long-term lease liabilities 5,427 5,608 Total liabilities 75,045 74,015 Equity: Vicor Corporation stockholders' equity: Capital stock 518,247 462,805 Retained earnings 555,116 421,359 Accumulated other comprehensive loss (1,174) (1,672) Treasury stock (165,909) (170,935) Total Vicor Corporation stockholders' equity 906,280 711,557 Noncontrolling interest 295 259 Total equity 906,575 711,816 Total liabilities and equity$ 981,620 $ 785,831
Axcelis investuje 35 milionů USD do závodu na výrobu zařízení pro iontovou implantaci v korejském Pyeongtaeku; výroba má být zahájena ve druhé polovině roku 2028.
$35 Million Investment Will Expand Axcelis' Manufacturing Capacity and Enable the Company to Better Serve Customers
, /PRNewswire/ -- Axcelis Technologies, Inc. (Nasdaq: ACLS), a leading supplier of enabling ion implantation solutions for the semiconductor industry, today announced that it will officially break ground on its new ion implantation equipment manufacturing facility in Pyeongtaek, Gyeonggi Province, Korea. This $35 million investment reflects Axcelis' continued commitment to strengthening its high-volume manufacturing infrastructure and expanding its capacity to serve customers around the world.
Axcelis to Begin Construction of New Manufacturing Facility
in Pyeongtaek, Korea
The Pyeongtaek site will expand Axcelis' current manufacturing operations in Korea, the Axcelis Asia Operations Center. The new facility will encompass approximately 200,000 square feet of total gross floor area. The manufacturing center's design will provide a lean production environment that integrates learnings from the Company's nearly 50 years of semiconductor capital equipment experience. The Pyeongtaek facility will include warehousing, cleanrooms, and a training center to enable fast and flexible responses to customers' needs. Production at the new manufacturing facility is scheduled to commence in the second half of 2028.
President and CEO Russell Low commented, "We are proud to celebrate this pivotal moment for Axcelis and the next chapter of our growth in Korea. As the global economy enters the AI era, leadership in advanced semiconductors will be a cornerstone of technological progress and economic growth. This new facility will expand our ability to serve customers while building on the ingenuity of our people, whose work helps enable breakthrough technologies and a more sustainable, prosperous future for all."
Governor of Gyeonggi Province Choo Mi Ae stated, "I would like to extend my sincere congratulations on the groundbreaking of Axcelis Korea's Pyeongtaek facility. Axcelis' investment in advanced semiconductor process equipment represents a significant milestone in strengthening the position of Gyeonggi Province and Pyeongtaek City as global hubs for the semiconductor industry. In particular, we expect this project to contribute greatly not only to the creation of high-quality jobs and the revitalization of the local economy, but also to enhance the competitiveness of the world's leading semiconductor ecosystem. Gyeonggi Province will continue to foster a business-friendly environment and provide efficient administrative support to help Axcelis achieve sustainable growth and long-term success in Korea. Once again, congratulations on this groundbreaking ceremony. I wish Axcelis every success in its business expansion and continued prosperity in the years ahead."
About Axcelis
Axcelis (Nasdaq: ACLS), headquartered in Beverly, Mass., has been providing innovative, high-productivity solutions for the semiconductor industry for nearly 50 years. Axcelis is dedicated to developing enabling process applications through the design, manufacture and complete life cycle support of ion implantation systems, one of the most critical and enabling steps in the IC manufacturing process. Learn more about Axcelis at www.axcelis.com.
Safe Harbor Statement:
Statements made in this press release that are not of known historical fact are forward-looking statements and are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. These statements are based on management's current expectations and should be viewed with caution. They are subject to various risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements, including the risks and uncertainties that are described in the documents filed or furnished by us with the Securities and Exchange Commission ("SEC"), including specifically the risk factors described in our most recent Annual Report on Form 10-K and other subsequent filings with the SEC. The Company undertakes no obligation to update the information or statements made in this press release.
CONTACTS:
Investor Relations Contact:
David Ryzhik
Senior Vice President and Interim CFO
Telephone: (978) 787-2352
Email: [email protected]
Atlantic Union Bankshares vykázala ve třetím čtvrtletí 2026 čistý zisk připadající na kmenové akcionáře ve výši 133,7 milionu USD, neboli 0,94 USD na zředěnou akcii.
RICHMOND, Va.--(BUSINESS WIRE)--Atlantic Union Bankshares Corporation (the “Company” or “Atlantic Union”) (NYSE: AUB) reported net income available to common shareholders of $133.7 million and basic and diluted earnings per common share of $0.95 and $0.94, respectively, for the third quarter of 2026 and adjusted operating earnings available to common shareholders(+) of $135.6 million and adjusted diluted operating earnings per common share(+) of $0.96 for the third quarter of 2026.
“Atlantic Union delivered a solid third quarter, with healthy loan growth, strong credit quality and continued progress in expanding our earnings capacity,” said John C. Asbury, president and chief executive officer of Atlantic Union. “Excluding the expense associated with the redemption of our subordinated debt, our operating performance demonstrates the earnings power we have built over many years, which we believe positions us to deliver differentiated financial performance relative to our peers.”
“Atlantic Union is a story of transformation from a Virginia community bank into the largest regional bank headquartered in the lower Mid-Atlantic, with operations across Virginia and Maryland and a growing presence in North Carolina. Guided by our priorities of soundness, profitability and growth—in that order—we remain focused on sustainable, profitable growth and long-term value creation for our shareholders.”
STRATEGIC ACTIONS
Subordinated Debt
During the third quarter of 2026, the Company issued $250.0 million in aggregate principal amount of its 6.25% Fixed-to-Floating Rate Subordinated Notes due August 1, 2036 (the “2036 Subordinated Notes”). The 2036 Subordinated Notes convert to a floating rate equal to the three-month term Secured Overnight Financing Rate, plus a spread of 213 basis points on August 1, 2031. Net proceeds from the issuance, after underwriting discounts and offering expenses, were approximately $246.8 million.
The Company used the net proceeds to redeem the $168.0 million principal amount of its outstanding 4.25% Fixed-to-Floating Rate Subordinated Notes due 2029 (the “2029 Subordinated Notes”), plus accrued interest, and for general corporate purposes. The 2029 Subordinated Notes transitioned to a floating interest rate on November 15, 2024, and had a rate of 6.53% at the time of redemption. As a result of the redemption, the Company recognized a $2.7 million pre-tax loss on debt extinguishment in the third quarter of 2026, recorded within non-interest expense, reflecting the acceleration of acquisition-related fair value marks associated with the 2029 Subordinated Notes.
Share Repurchase Program
On May 5, 2026, the Company’s Board of Directors authorized a $250.0 million share repurchase program (the “Repurchase Program”) through May 5, 2027 in open market transactions or privately negotiated transactions, including pursuant to a trading plan in accordance with Rule 10b5-1 and/or Rule 10b-18 under the Securities Exchange Act of 1934, as amended. During the third quarter of 2026, the Company repurchased approximately 1.5 million shares (or $62.5 million), at an average price of $41.38 per share. At September 30, 2026, approximately $177.5 million remained available under the Repurchase Program for future repurchases.
NET INTEREST INCOME
For the third quarter of 2026, net interest income was $328.4 million, an increase of $3.3 million from $325.1 million in the second quarter of 2026. Net interest income - fully taxable equivalent (“FTE”)(+) was $333.1 million in the third quarter of 2026, an increase of $3.4 million from $329.7 million in the second quarter of 2026. The increases from the prior quarter in both net interest income and net interest income (FTE)(+) were driven primarily by higher interest income on loans held for investment (“LHFI”), reflecting loan growth and increased loan accretion income. The aforementioned increases were partially offset by higher deposit interest expense, primarily resulting from increased costs on customer interest-bearing deposits, higher brokered deposit costs, and higher borrowing costs from both short-term and long-term borrowings. Long-term borrowing costs increased primarily due to the overlapping periods in which both the 2029 and 2036 Subordinated Notes were outstanding, as well as the larger principal amount of the 2036 Subordinated Notes.
For the third quarter of 2026, the Company’s net interest margin decreased 7 basis points from the prior quarter to 3.82%. Net interest margin (FTE)(+) decreased 6 basis points from the prior quarter to 3.88%. The decreases were driven primarily by a higher cost of funds which increased 7 basis points to 2.01% compared to the second quarter of 2026, primarily due to increased costs on interest-bearing customer deposits and higher brokered deposit costs. The yield on total earning assets (FTE)(+) was 5.89% for the third quarter of 2026, an increase of 1 basis point from the prior quarter, driven by higher loan balances and loan accretion income.
The Company’s net interest margin (FTE)(+) includes the impact of acquisition accounting fair value adjustments. Net accretion income for the quarter ended September 30, 2026 was $40.9 million, compared to $39.9 million for the quarter ended June 30, 2026. The impact of accretion and amortization for the periods presented is reflected in the following table (dollars in thousands):
Loan
Deposit
Borrowings
Accretion
Accretion
Amortization
Total
For the quarter ended June 30, 2026
$
40,449
$
111
$
(621)
$
39,939
For the quarter ended September 30, 2026
41,298
19
(452)
40,865
ASSET QUALITY
Overview
At September 30, 2026, nonperforming assets (“NPAs”) as a percentage of total LHFI was 0.37%, a decrease of 2 basis points from June 30, 2026 and a decrease of 12 basis points from September 30, 2025, which was primarily driven by lower new nonaccruals in the current quarter. Accruing past due loans as a percentage of total LHFI totaled 0.34% at September 30, 2026, an increase of 6 basis points from June 30, 2026, and an increase of 7 basis points from September 30, 2025. Net charge-offs were 0.03% of total average LHFI (annualized) for the third quarter of 2026, unchanged from the second quarter of 2026, and a decrease of 53 basis points compared to the third quarter of 2025, which was primarily driven by charge-offs of two commercial and industrial loans in the third quarter of 2025. The allowance for credit losses (“ACL”) totaled $334.2 million at September 30, 2026, a $3.3 million increase from the prior quarter.
Nonperforming Assets
The following table shows a summary of NPA balances at the quarters ended (dollars in thousands):
September 30,
June 30,
March 31,
December 31,
September 30,
2026
2026
2026
2025
2025
Nonaccrual loans
$
106,509
$
110,926
$
97,828
$
115,051
$
131,240
Foreclosed properties
1,964
1,756
1,856
1,826
2,001
Total nonperforming assets
$
108,473
$
112,682
$
99,684
$
116,877
$
133,241
The following table shows the activity in nonaccrual loans for the quarters ended (dollars in thousands):
September 30,
June 30,
March 31,
December 31,
September 30,
2026
2026
2026
2025
2025
Beginning Balance
$
110,926
$
97,828
$
115,051
$
131,240
$
162,615
Net customer payments and other activity (1)
(8,683
)
(9,330
)
(33,934
)
(21,667
)
(17,947
)
Additions (1)
6,220
24,283
17,679
7,816
25,333
Charge-offs
(1,746
)
(1,855
)
(909
)
(2,307
)
(37,410
)
Loans returning to accruing status
—
—
—
(31
)
(77
)
Transfers to foreclosed property
(208
)
—
(59
)
—
(1,274
)
Ending Balance
$
106,509
$
110,926
$
97,828
$
115,051
$
131,240
Past Due Loans
At September 30, 2026, past due loans still accruing interest totaled $98.9 million or 0.34% of total LHFI, compared to $80.4 million or 0.28% of total LHFI at June 30, 2026, and $74.2 million or 0.27% of total LHFI at September 30, 2025. The increase in past due loans from the prior quarter was primarily within commercial real estate – non-owner occupied, commercial and industrial, and commercial real estate – owner occupied loan portfolios.
Allowance for Credit Losses
At September 30, 2026, the ACL was $334.2 million, comprised of an allowance for loan and lease losses (“ALLL”) of $301.4 million and a reserve for unfunded commitments (“RUC”) of $32.8 million. The ACL increased $3.3 million from the prior quarter, primarily reflecting the impact of loan growth during the third quarter of 2026. At September 30, 2026, the ALLL and ACL represented 1.03% and 1.14% of total LHFI, respectively, compared to 1.04% and 1.15% at June 30, 2026. The RUC coverage ratio was 0.11% at September 30, 2026, consistent with the prior quarter.
Net Charge-offs
Net charge-offs were $2.3 million or 0.03% of total average LHFI on an annualized basis for the third quarter of 2026, compared to $2.0 million or 0.03% (annualized) for the second quarter of 2026, and $38.6 million or 0.56% (annualized) for the third quarter of 2025. The decrease in net charge-offs for the third quarter of 2026 compared to the prior year was primarily due to the charge-offs of two commercial and industrial loans that were recorded in the third quarter of 2025 and had been partially reserved for previously.
Provision for Credit Losses
For the third quarter of 2026, the Company recorded a provision for credit losses of $5.7 million, compared to $11.7 million in the prior quarter, and $16.2 million in the third quarter of 2025. The decrease in the provision for credit losses compared to the prior quarter primarily reflected lower reserve requirements associated with a modest decline in the allowance coverage ratio, as well as slower loan growth relative to the second quarter of 2026. The decrease in the provision for credit losses compared to the third quarter of 2025 was primarily attributable to the charge-offs of two commercial and industrial loans that were recorded in the third quarter of 2025 and had been partially reserved for previously.
NONINTEREST INCOME
Noninterest income decreased $35.4 million to $54.8 million for the third quarter of 2026 from $90.2 million in the prior quarter, primarily driven by a $32.3 million pre-tax gain on the sale of the Company’s equity interest in Bearing Insurance Group, LLC (“Bearing Insurance”) recognized during the second quarter of 2026.
Adjusted operating noninterest income(+), which excludes the pre-tax gain on sale of equity interest in Bearing Insurance ($32.3 million in the second quarter of 2026) and the pre-tax gains on sale of securities ($10 thousand in the third quarter of 2026 and $4 thousand in the second quarter of 2026), decreased $3.1 million to $54.8 million, compared to $57.9 million in the prior quarter. This decrease was primarily due to a $2.0 million decline in loan-related interest rate swap fees driven by lower transaction volumes, a $1.1 million decrease in mortgage banking income due to lower mortgage origination volumes and lower gain on sale margins, and a $1.0 million decrease in fiduciary and asset management fees.
NONINTEREST EXPENSE
Noninterest expense increased $5.2 million to $204.3 million for the third quarter of 2026 from $199.1 million in the prior quarter, primarily driven by the $2.7 million pre-tax loss on debt extinguishment recognized in the third quarter of 2026.
Adjusted operating noninterest expense(+), which excludes the pre-tax loss on debt extinguishment ($2.7 million in the third quarter of 2026) and amortization of intangible assets ($14.9 million in the third quarter of 2026 and $15.1 million in the second quarter of 2026), increased $2.7 million to $186.7 million, compared to $184.0 million in the prior quarter. This increase was primarily due to a $2.6 million seasonal increase in marketing and advertising expense, a $1.7 million increase in salaries and benefits expense, primarily due to an increase in variable incentive compensation expense and additional full-time equivalent employees associated with the Company’s North Carolina expansion, and a $1.5 million increase in technology and data processing expense, primarily reflecting ongoing investments in strategic technology initiatives and related software maintenance costs. These increases were partially offset by a $3.4 million decrease in other expenses, primarily driven by gains on the sales of other real estate owned during the third quarter of 2026.
INCOME TAXES
The Company’s effective tax rate was 21.1% for the quarter ended September 30, 2026, compared to 20.8% for the quarter ended September 30, 2025. For the nine months ended September 30, 2026 and September 30, 2025, the effective tax rates were 21.1% and 17.2%, respectively. The increase in the effective tax rate for the nine months ended September 30, 2026 was primarily due to a $7.7 million income tax benefit recognized in the second quarter of 2025 related to the re-evaluation of the Company’s state net deferred tax asset following the Sandy Spring acquisition, as well as an overall increase in the proportion of taxable income to tax-exempt income.
KEY BALANCE SHEET COMPONENTS AND CAPITAL RATIOS
The following tables summarize the Company’s key balance sheet components and capital ratios as of the dates presented (dollars in millions, except per share data):
9/30/2026
6/30/2026
QoQ
QoQ %
change(1)
9/30/2025
YoY
YoY %
change
(unaudited)
(unaudited)
(unaudited)
Assets
$
38,352
$
38,100
$
252
2.62
%
$
37,073
$
1,279
3.45
%
Cash and cash equivalents
701
990
(289)
(115.82)
%
795
(94)
(11.82)
%
LHFI (net of unearned income)
29,297
28,673
624
8.63
%
27,361
1,936
7.08
%
Quarterly Average LHFI (net of unearned income)
28,928
28,244
684
9.61
%
27,386
1,542
5.63
%
Total Securities
4,784
4,942
(158)
(12.68)
%
5,311
(527)
(9.92)
%
Securities available for sale ("AFS")
3,749
3,877
(128)
(13.10)
%
4,268
(519)
(12.16)
%
Securities held to maturity ("HTM")
845
861
(16)
(7.37)
%
884
(39)
(4.41)
%
Restricted Stock, at cost
190
204
(14)
(27.23)
%
159
31
19.50
%
Deposits
30,966
30,468
498
6.48
%
30,665
301
0.98
%
Quarterly Average Deposits
30,508
30,391
117
1.53
%
31,032
(524)
(1.69)
%
Borrowings
1,622
1,881
(259)
(54.63)
%
860
762
88.60
%
Quarterly Average Borrowings
1,717
1,371
346
100.13
%
869
848
97.58
%
Cash dividends paid per common share
$
0.37
$
0.37
$
—
—
%
$
0.34
$
0.03
8.82
%
Dividends on each share of Series A preferred stock (2)
$
171.88
$
171.88
$
—
—
%
$
171.88
$
—
—
%
9/30/2026
6/30/2026
9/30/2025
Common equity Tier 1 capital ratio (3)
10.39
%
10.41
%
9.92
%
Tier 1 capital ratio (3)
10.91
%
10.94
%
10.46
%
Total capital ratio (3)
14.55
%
14.15
%
13.81
%
Leverage ratio (Tier 1 capital to average assets) (3)
9.59
%
9.62
%
8.92
%
Common equity to total assets
12.74
%
13.09
%
12.81
%
Tangible common equity to tangible assets (+)
7.87
%
8.17
%
7.69
%
The key drivers of the consolidated balance sheet changes for the periods presented are summarized below:
Total assets increased from the prior quarter primarily due to increases in LHFI, partially offset by a decrease in cash and cash equivalents. Total assets increased from the same period in the prior year primarily due to an increase in LHFI, partially offset by a decrease in total securities. LHFI and quarterly average LHFI increased compared to both June 30, 2026 and September 30, 2025. The increase in LHFI from the prior quarter was primarily due to higher balances in the commercial and industrial, other commercial, and construction and land development loan portfolios. The increase in LHFI from the same period in the prior year was primarily due to increases in commercial and industrial, commercial real estate – non-owner occupied, and other commercial portfolios. Total securities decreased from June 30, 2026, primarily reflecting the impact of higher market interest rates on the fair value of AFS securities, with the related unrealized losses reflected in accumulated other comprehensive income (“AOCI”). Total securities decreased from September 30, 2025 primarily due to principal repayments of AFS mortgage-backed securities and the impact of higher market interest rates on the fair value of AFS securities. Common equity to total assets and tangible common equity to tangible assets decreased from June 30, 2026, as the negative impact of changes in AOCI associated with higher market interest rates and lower fair values of AFS securities more than offset capital generated through earnings during the quarter. Total deposits and quarterly average deposits increased from the prior quarter due to increases in brokered and demand deposits, partially offset by a decrease in interest-bearing customer deposits. Compared to the same period in the prior year, total deposits increased due to higher interest-bearing deposits, partially offset by lower demand deposits. Total borrowings decreased from June 30, 2026 and increased from September 30, 2025. The decrease from the prior quarter was primarily due to decreases in Federal Home Loan Bank (“FHLB”) advances, partially offset by an increase in long-term borrowings due to the net impact of the 2036 Subordinated Notes issuance and 2029 Subordinated Notes redemption. The increase from the same period in the prior year was primarily due to increases in FHLB advances and an increase in long-term borrowings due to the Subordinated Notes activity noted above. Since the inception of the Repurchase Program authorized on May 5, 2026, the Company has repurchased approximately 1.8 million shares for $72.5 million at an average price of $40.84 per share. As of September 30, 2026, approximately $177.5 million remained available under the Repurchase Program for future share repurchases. ABOUT ATLANTIC UNION BANKSHARES CORPORATION
Headquartered in Richmond, Virginia, Atlantic Union Bankshares Corporation (NYSE: AUB) is the holding company for Atlantic Union Bank. Atlantic Union Bank has branches and ATMs located in Virginia, Maryland, North Carolina and Washington, D.C. Certain non-bank financial services affiliates of Atlantic Union Bank include: Atlantic Union Equipment Finance, Inc., which provides equipment financing; AUB Investments, Inc., which provides investment services; and Atlantic Union Capital Markets, Inc., which provides capital market services.
THIRD QUARTER 2026 EARNINGS RELEASE CONFERENCE CALL
The Company will hold a conference call and webcast for investors at 9:00 a.m. Eastern Time on Tuesday, October 20, 2026, during which management will review our financial results for the third quarter of 2026 and provide an update on our recent activities.
The listen-only webcast and the accompanying slides can be accessed at: https://edge.media-server.com/mmc/p/gb9rrzsf.
For analysts who wish to participate in the conference call, please register at the following URL: https://register-conf.media-server.com/register/BI45511d3d3f0e45e98658c057c5f2478a.
To participate in the conference call, you must use the link to receive an audio dial-in number and an Access PIN.
A replay of the webcast, and the accompanying slides, will be available on the Company’s website for 90 days at: https://investors.atlanticunionbank.com/.
NON-GAAP FINANCIAL MEASURES
In reporting the results as of and for the period ended September 30, 2026, we have provided supplemental performance measures determined by methods other than in accordance with GAAP. These non-GAAP financial measures are a supplement to GAAP, which we use to prepare our financial statements, and should not be considered in isolation or as a substitute for comparable measures calculated in accordance with GAAP. In addition, our non-GAAP financial measures may not be comparable to non-GAAP financial measures of other companies. We use the non-GAAP financial measures discussed herein in our analysis of our performance. Management believes that these non-GAAP financial measures provide additional understanding of our ongoing operations, enhance the comparability of our results of operations with prior periods and show the effects of significant gains and charges in the periods presented without the impact of items or events that may obscure trends in our underlying performance. Non-GAAP financial measures may be identified with the symbol (+) and may be labeled as adjusted. For a reconciliation of these measures to their most directly comparable GAAP measures and additional information about these non-GAAP financial measures, see “Alternative Performance Measures (non-GAAP)” in the tables within the section “Key Financial Results.”
FORWARD-LOOKING STATEMENTS
This press release and statements by our management may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements that include, without limitation, statements made in Mr. Asbury’s quotations; statements regarding our strategic expansion into North Carolina, including our expectations regarding new branch openings; statements regarding our investments in strategic technology initiatives; statements regarding our business, financial and operating results, including our deposit base and funding; the impact of changes in economic conditions, the interest rate environment, economic, fiscal or trade policy and the potential related impacts on our business and loan demand; management’s beliefs regarding our liquidity, capital resources, asset quality, CRE loan portfolio and our customer relationships; and statements that include other projections, predictions, expectations, or beliefs about future events or results or otherwise are not statements of historical fact. Such forward-looking statements are based on certain assumptions as of the time they are made, and are inherently subject to known and unknown risks, uncertainties, and other factors, some of which cannot be predicted or quantified, that may cause actual results, performance, or achievements to be materially different from those expressed or implied by such forward-looking statements. Forward-looking statements are often characterized by the use of qualified words (and their derivatives) such as “expect,” “believe,” “estimate,” “plan,” “project,” “anticipate,” “intend,” “will,” “may,” “view,” “opportunity,” “seek to,” “potential,” “continue,” “confidence,” or words of similar meaning or other statements concerning opinions or judgment of the Company and our management about future events. Although we believe that our expectations with respect to forward-looking statements are based upon reasonable assumptions within the bounds of our existing knowledge of our business and operations, there can be no assurance that actual future results, performance, or achievements of, or trends affecting, us will not differ materially from any projected future results, performance, achievements or trends expressed or implied by such forward-looking statements. Actual future results, performance, achievements or trends may differ materially from historical results or those anticipated depending on a variety of factors, including, but not limited to, the effects of or changes in:
market interest rates and their related impacts on macroeconomic conditions, customer and client behavior, our funding costs and our loan and securities portfolios; economic conditions, including inflation and recessionary conditions and their related impacts on economic growth and customer and client behavior; U.S. and global trade policies and tensions, including changes in, or the imposition of, tariffs and/or trade barriers and the economic impacts, volatility and uncertainty resulting therefrom, and geopolitical instability; volatility in the financial services sector, including failures or rumors of failures of other depository institutions, along with actions taken by governmental agencies to address such turmoil, and the effects on the ability of depository institutions, including us, to attract and retain depositors and to borrow or raise capital; legislative or regulatory changes and requirements, including changes in federal, state or local tax laws and changes impacting the rulemaking, supervision, examination and enforcement priorities of the federal banking agencies; the sufficiency of liquidity and changes in our capital position; general economic and financial market conditions, in the United States generally and particularly in the markets in which we operate and which our loans are concentrated, including the effects of declines in real estate values, an increase in unemployment levels, U.S. fiscal debt, budget, and tax matters, U.S. government shutdowns, and slowdowns in economic growth; the possibility that the anticipated benefits of our acquisition activity, including anticipated cost savings and strategic gains, are not realized when expected or at all, including as a result of the strength of the economy, competitive factors in the areas where we do business, or as a result of other unexpected factors or events; potential adverse reactions or changes to business or employee relationships; our ability to identify, recruit and retain key employees; monetary, fiscal and regulatory policies of the U.S. government, including policies of the U.S. Department of the Treasury and the Federal Reserve; the quality or composition of our loan or investment portfolios and changes in these portfolios; demand for loan products and financial services in our market areas; our ability to manage our growth or implement our growth strategy; the effectiveness of expense reduction plans; the introduction of new lines of business or new products and services; real estate values in our lending area; changes in accounting principles, standards, rules, and interpretations, and the related impact on our financial statements; an insufficient ACL or volatility in the ACL resulting from the Current Expected Credit Losses (“CECL”) methodology, either alone or as that may be affected by changing economic conditions, credit concentrations, inflation, changing interest rates, or other factors; concentrations of loans secured by real estate, particularly CRE; the effectiveness of our credit processes and management of our credit risk; our ability to compete in the market for financial services and increased competition from fintech companies; technological risks and developments, and cyber threats, attacks, or events; emerging issues related to the development and use of artificial intelligence that could give rise to legal or regulatory action or increase the risk of a cybersecurity attack or the probability that such an attack would be successful; operational, technological, cultural, regulatory, legal, credit, and other risks associated with the exploration, consummation and integration of potential future acquisitions, whether involving stock or cash consideration; the potential adverse effects of unusual and infrequently occurring events, such as weather-related disasters, terrorist acts, geopolitical conflicts or public health events (such as pandemics), and of governmental and societal responses thereto; these potential adverse effects may include, without limitation, adverse effects on macroeconomic conditions, the ability of our borrowers to satisfy their obligations to us, on the value of collateral securing loans, on the demand for our loans or our other products and services, on supply chains and methods used to distribute products and services, on incidents of cyberattack and fraud, on our liquidity or capital positions, on risks posed by reliance on third-party service providers, on other aspects of our business operations and on financial markets and economic growth; performance by our counterparties or vendors; deposit flows; the availability of financing and the terms thereof; the level of prepayments on loans and mortgage-backed securities; actual or potential claims, damages, and fines related to litigation or government actions, which may result in, among other things, additional costs, fines, penalties, restrictions on our business activities, reputational harm, or other adverse consequences; any event or development that would cause us to conclude that there was an impairment of any asset, including intangible assets, such as goodwill; and other factors, many of which are beyond our control. Please also refer to such other factors as discussed throughout Part I, Item 1A. “Risk Factors” and Part II, Item 7. “Management’s Discussion and Analysis of Financial Condition and Results of Operations” of our Annual Report on Form 10‑K for the year ended December 31, 2025, and related disclosures in other filings, which have been filed with the U.S. Securities and Exchange Commission (“SEC”) and are available on the SEC’s website at www.sec.gov. All risk factors and uncertainties described herein and therein should be considered in evaluating forward-looking statements, and all the forward-looking statements are expressly qualified by the cautionary statements contained or referred to herein and therein. The actual results or developments anticipated may not be realized or, even if substantially realized, they may not have the expected consequences to or effects on the Company or our businesses or operations. Readers are cautioned not to rely too heavily on forward-looking statements. Forward-looking statements speak only as of the date they are made. We do not intend or assume any obligation to update, revise or clarify any forward-looking statements that may be made from time to time by or on behalf of the Company, whether as a result of new information, future events or otherwise, except as required by law.
ATLANTIC UNION BANKSHARES CORPORATION AND SUBSIDIARIES
KEY FINANCIAL RESULTS (UNAUDITED)
(Dollars in thousands, except share data)
As of & For Three Months Ended
As of & For Nine Months Ended
9/30/26
6/30/26
9/30/25
9/30/26
9/30/25
Results of Operations
Interest and dividend income
$
501,133
$
486,828
$
503,437
$
1,459,695
$
1,319,645
Interest expense
172,711
161,710
184,227
493,782
494,900
Net interest income
328,422
325,118
319,210
965,913
824,745
Provision for credit losses
5,731
11,737
16,233
20,205
139,578
Net interest income after provision for credit losses
322,691
313,381
302,977
945,708
685,167
Noninterest income
54,792
90,248
51,751
199,823
162,436
Noninterest expense
204,333
199,136
238,446
613,279
652,327
Income before income taxes
173,150
204,493
116,282
532,252
195,276
Income tax expense (benefit)
36,518
43,480
24,142
112,441
33,527
Net income
136,632
161,013
92,140
419,811
161,749
Dividends on preferred stock
2,967
2,967
2,967
8,901
8,901
Net income available to common shareholders
$
133,665
$
158,046
$
89,173
$
410,910
$
152,848
Interest earned on earning assets (FTE) (1)
$
505,826
$
491,389
$
507,856
$
1,473,501
$
1,332,184
Net interest income (FTE) (1)
333,115
329,679
323,629
979,719
837,284
Total revenue (FTE) (1)
387,907
419,927
375,380
1,179,542
999,720
Pre-tax pre-provision earnings (FTE) (1)
183,574
220,791
136,934
566,263
347,393
Key Ratios
Earnings per common share, diluted
$
0.94
$
1.11
$
0.63
$
2.89
$
1.22
Return on average assets (ROA)
1.43
%
1.73
%
0.98
%
1.49
%
0.65
%
Return on average equity (ROE)
10.54
%
12.60
%
7.51
%
10.98
%
5.06
%
Return on average tangible common equity (ROTCE) (2)(3)
19.59
%
23.42
%
15.51
%
20.56
%
10.81
%
Efficiency ratio
53.32
%
47.94
%
64.28
%
52.61
%
66.08
%
Efficiency ratio (FTE) (1)
52.68
%
47.42
%
63.52
%
51.99
%
65.25
%
Net interest margin
3.82
%
3.89
%
3.77
%
3.84
%
3.68
%
Net interest margin (FTE) (1)
3.88
%
3.94
%
3.83
%
3.89
%
3.73
%
Yields on earning assets (FTE) (1)
5.89
%
5.88
%
6.00
%
5.85
%
5.94
%
Average cost of interest-bearing liabilities
2.68
%
2.59
%
2.93
%
2.62
%
2.96
%
Average cost of deposits
2.00
%
1.93
%
2.18
%
1.94
%
2.22
%
Average cost of funds
2.01
%
1.94
%
2.17
%
1.96
%
2.21
%
Operating Measures (4)
Adjusted operating earnings
$
138,601
$
136,987
$
122,693
$
404,709
$
315,343
Adjusted operating earnings available to common shareholders
Adjusted operating pre-tax pre-provision earnings available to common shareholders (FTE) (non-GAAP)
$
183,251
$
185,470
$
173,580
$
536,684
$
432,012
Weighted average common shares outstanding, diluted
141,641,618
142,320,806
141,986,217
142,078,792
124,794,832
Adjusted operating pre-tax pre-provision earnings per common share, diluted (FTE)
$
1.29
$
1.30
$
1.22
$
3.78
$
3.46
ATLANTIC UNION BANKSHARES CORPORATION AND SUBSIDIARIES
KEY FINANCIAL RESULTS (UNAUDITED)
(Dollars in thousands, except share data)
As of & For Three Months Ended
As of & For Nine Months Ended
9/30/26
6/30/26
9/30/25
9/30/26
9/30/25
Mortgage Origination Held for Sale Volume
Refinance Volume
$
14,466
$
12,226
$
11,296
$
52,067
$
36,457
Purchase Volume
82,574
98,624
97,729
241,741
262,654
Total Mortgage loan originations held for sale
$
97,040
$
110,850
$
109,025
$
293,808
$
299,111
% of originations held for sale that are refinances
14.9
%
11.0
%
10.4
%
17.7
%
12.2
%
Wealth
Assets under management
$
16,578,808
$
16,522,020
$
14,819,080
$
16,578,808
$
14,819,080
Other Data
End of period full-time equivalent employees
3,111
3,073
3,100
3,111
3,100
____________________ (1)
These are non-GAAP financial measures. The Company believes net interest income (FTE), total revenue (FTE), and total adjusted revenue (FTE), which are used in computing net interest margin (FTE), efficiency ratio (FTE) and adjusted operating efficiency ratio (FTE), provide valuable additional insight into the net interest margin and the efficiency ratio by adjusting for differences in tax treatment of interest income sources. The entire FTE adjustment is attributable to interest income on earning assets, which is used in computing the yield on earning assets. Interest expense and the related cost of interest-bearing liabilities and cost of funds ratios are not affected by the FTE components.
(2)
These are non-GAAP financial measures. Tangible assets and tangible common equity are used in the calculation of certain profitability, capital, and per share ratios. The Company believes tangible assets, tangible common equity and the related ratios are meaningful measures of capital adequacy because they provide a meaningful base for period-to-period and company-to-company comparisons, which the Company believes will assist investors in assessing the capital of the Company and its ability to absorb potential losses. The Company believes tangible common equity is an important indication of its ability to grow organically and through business combinations as well as its ability to pay dividends and to engage in various capital management strategies.
(3)
These are non-GAAP financial measures. The Company believes that ROTCE is a meaningful supplement to GAAP financial measures and is useful to investors because it measures the performance of a business consistently across time without regard to whether components of the business were acquired or developed internally.
(4)
These are non-GAAP financial measures. Adjusted operating measures exclude or include, as applicable, merger-related costs, CECL Day 1 non-PCD loans and RUC provision expense, loss on debt extinguishment, gain (loss) on sale of securities, (loss) gain on CRE loan sale, gain on sale of equity interest in CSP, and gain on sale of equity interest in Bearing Insurance. The Company believes these non-GAAP adjusted measures provide investors with important information about the continuing economic results of the Company’s operations.
(5)
All ratios at September 30, 2026 are estimates and subject to change pending the Company’s filing of its FR Y-9C. All other periods are presented as filed.
(6)
The adjusted operating efficiency ratio (FTE) excludes, as applicable, the amortization of intangible assets, merger-related costs, loss on debt extinguishment, gain (loss) on sale of securities, (loss) gain on CRE loan sale, gain on sale of equity interest in CSP, and gain on sale of equity interest in Bearing Insurance. This measure is similar to the measure used by the Company when analyzing corporate performance and is also similar to the measure used for incentive compensation. The Company believes this adjusted measure provides investors with important information about the continuing economic results of the Company’s operations.
(7)
These are non-GAAP financial measures. Adjusted operating pre-tax pre-provision earnings (FTE) excludes or includes, as applicable, the provision for credit losses, which can fluctuate significantly from period-to-period under the CECL methodology, income tax expense, merger-related costs, FTE adjustment, loss on debt extinguishment, gain (loss) on sale of securities, (loss) gain on CRE loan sale, gain on sale of equity interest in CSP, and gain on sale of equity interest in Bearing Insurance. The Company believes this adjusted measure provides investors with important information about the continuing economic results of the Company’s operations.
(8)
Effective January 1, 2026, the Company made certain changes to its ACL methodology as part of the continued enhancement of its credit modeling practices, resulting in more dynamic and precise modeling that allows for more granularity in the monitoring of our credit losses. The ACL methodology changes were accounted for prospectively as a change in accounting estimate and did not have a material impact on the Company’s Consolidated Financial Statements.
ATLANTIC UNION BANKSHARES CORPORATION AND SUBSIDIARIES
CONSOLIDATED BALANCE SHEETS
(Dollars in thousands, except share data)
September 30,
December 31,
September 30,
2026
2025
2025
ASSETS
(unaudited)
(audited)
(unaudited)
Cash and cash equivalents:
Cash and due from banks
$
451,303
$
234,257
$
342,490
Interest-bearing deposits in other banks
237,178
706,014
447,323
Federal funds sold
12,280
26,191
4,852
Total cash and cash equivalents
700,761
966,462
794,665
Securities available for sale, at fair value
3,748,965
4,194,301
4,267,523
Securities held to maturity, at carrying value
845,326
884,216
883,786
Restricted stock, at cost
190,101
190,200
159,320
Loans held for sale
16,825
18,486
24,772
Loans held for investment, net of unearned income
29,296,616
27,796,167
27,361,173
Less: allowance for loan and lease losses
301,432
295,108
293,035
Total loans held for investment, net
28,995,184
27,501,059
27,068,138
Premises and equipment, net
166,524
166,752
168,315
Goodwill
1,754,875
1,733,287
1,726,386
Amortizable intangibles, net
270,016
315,544
333,236
Bank owned life insurance
683,224
672,890
669,102
Other assets
979,864
942,557
977,490
Total assets
$
38,351,665
$
37,585,754
$
37,072,733
LIABILITIES
Noninterest-bearing demand deposits
$
6,761,674
$
6,844,629
$
7,104,642
Interest-bearing deposits
24,203,855
23,627,007
23,560,682
Total deposits
30,965,529
30,471,636
30,665,324
Securities sold under agreements to repurchase
114,650
75,432
91,630
Other short-term borrowings
650,000
650,000
—
Long-term borrowings
857,753
771,860
768,682
Other liabilities
713,129
610,428
630,039
Total liabilities
33,301,061
32,579,356
32,155,675
Commitments and contingencies
STOCKHOLDERS' EQUITY
Preferred stock, $10.00 par value
173
173
173
Common stock, $1.33 par value
186,792
188,563
188,504
Additional paid-in capital
3,828,984
3,888,841
3,882,830
Retained earnings
1,437,072
1,184,908
1,128,659
Accumulated other comprehensive loss
(402,417
)
(256,087
)
(283,108
)
Total stockholders' equity
5,050,604
5,006,398
4,917,058
Total liabilities and stockholders' equity
$
38,351,665
$
37,585,754
$
37,072,733
Common shares issued and outstanding
140,445,286
141,776,886
141,732,071
Common shares authorized
200,000,000
200,000,000
200,000,000
Preferred shares issued and outstanding
17,250
17,250
17,250
Preferred shares authorized
500,000
500,000
500,000
ATLANTIC UNION BANKSHARES CORPORATION AND SUBSIDIARIES
CONSOLIDATED STATEMENTS OF INCOME (UNAUDITED)
(Dollars in thousands, except share data)
Three Months Ended
Nine Months Ended
September 30,
June 30,
September 30,
September 30,
September 30,
2026
2026
2025
2026
2025
Interest and dividend income:
Interest and fees on loans
$
451,734
$
436,807
$
441,944
$
1,308,169
$
1,172,224
Interest on deposits in other banks
1,741
2,165
12,478
6,051
19,982
Interest and dividends on securities:
Taxable
38,793
38,973
40,601
118,773
102,509
Nontaxable
8,865
8,883
8,414
26,702
24,930
Total interest and dividend income
501,133
486,828
503,437
1,459,695
1,319,645
Interest expense:
Interest on deposits
153,553
146,438
170,721
441,769
457,650
Interest on short-term borrowings
8,031
5,327
626
18,585
5,682
Interest on long-term borrowings
11,127
9,945
12,880
33,428
31,568
Total interest expense
172,711
161,710
184,227
493,782
494,900
Net interest income
328,422
325,118
319,210
965,913
824,745
Provision for credit losses
5,731
11,737
16,233
20,205
139,578
Net interest income after provision for credit losses
322,691
313,381
302,977
945,708
685,167
Noninterest income:
Service charges on deposit accounts
12,886
12,259
12,838
37,261
34,743
Other service charges, commissions and fees
2,266
2,286
2,325
6,490
6,332
Interchange fees
3,697
3,750
4,089
10,773
10,816
Fiduciary and asset management fees
20,452
21,460
18,595
62,090
43,014
Mortgage banking income
1,528
2,656
2,811
6,211
6,605
Bank owned life insurance income
5,954
5,734
5,116
16,888
15,979
Loan-related interest rate swap fees
4,530
6,484
5,911
14,988
10,043
Other operating income
3,479
35,619
66
45,122
34,904
Total noninterest income
54,792
90,248
51,751
199,823
162,436
Noninterest expense:
Salaries and benefits
113,978
112,309
108,319
339,700
293,676
Occupancy expenses
13,089
12,862
13,582
39,153
34,944
Furniture and equipment expenses
5,604
5,532
6,536
16,691
16,794
Technology and data processing
17,492
16,016
17,009
49,110
44,444
Professional services
6,193
6,154
8,774
18,115
21,268
Marketing and advertising expense
8,040
5,479
5,100
20,847
12,041
FDIC assessment premiums and other insurance
6,759
6,633
8,817
20,239
22,660
Franchise and other taxes
4,767
4,675
4,669
14,148
14,000
Loan-related expenses
2,544
2,723
1,933
8,118
4,461
Amortization of intangible assets
14,946
15,136
18,145
45,528
41,976
Merger-related costs
—
—
34,812
9,034
118,652
Other expenses
10,921
11,617
10,750
32,596
27,411
Total noninterest expense
204,333
199,136
238,446
613,279
652,327
Income before income taxes
173,150
204,493
116,282
532,252
195,276
Income tax expense
36,518
43,480
24,142
112,441
33,527
Net Income
$
136,632
$
161,013
$
92,140
$
419,811
$
161,749
Dividends on preferred stock
2,967
2,967
2,967
8,901
8,901
Net income available to common shareholders
$
133,665
$
158,046
$
89,173
$
410,910
$
152,848
Basic earnings per common share
$
0.95
$
1.11
$
0.63
$
2.90
$
1.23
Diluted earnings per common share
$
0.94
$
1.11
$
0.63
$
2.89
$
1.22
ATLANTIC UNION BANKSHARES CORPORATION AND SUBSIDIARIES
AVERAGE BALANCES, INCOME AND EXPENSES, YIELDS AND RATES (TAXABLE EQUIVALENT BASIS) (UNAUDITED)
(Dollars in thousands)
For the Quarter Ended
September 30, 2026
June 30, 2026
Average
Balance
Interest
Income /
Expense (1)
Yield /
Rate (1)(2)
Average
Balance
Interest
Income /
Expense (1)
Yield /
Rate (1)(2)
Assets:
Securities:
Taxable
$
3,580,534
$
38,793
4.30
%
$
3,659,723
$
38,973
4.27
%
Tax-exempt
1,314,635
11,222
3.39
%
1,316,804
11,245
3.43
%
Total securities
4,895,169
50,015
4.05
%
4,976,527
50,218
4.05
%
LHFI, net of unearned income (3)(4)
28,927,866
453,611
6.22
%
28,243,611
438,508
6.23
%
Other earning assets
268,011
2,200
3.26
%
324,702
2,663
3.29
%
Total earning assets
34,091,046
$
505,826
5.89
%
33,544,840
$
491,389
5.88
%
Allowance for loan and lease losses
(300,123
)
(293,455
)
Total non-earning assets
4,185,040
4,182,588
Total assets
$
37,975,963
$
37,433,973
Liabilities and Stockholders' Equity:
Interest-bearing deposits:
Transaction and money market accounts
$
14,828,582
$
84,865
2.27
%
$
14,949,644
$
83,153
2.23
%
Regular savings
2,634,711
12,207
1.84
%
2,617,569
10,762
1.65
%
Time deposits (5)
6,422,120
56,481
3.49
%
6,086,936
52,523
3.46
%
Total interest-bearing deposits
23,885,413
153,553
2.55
%
23,654,149
146,438
2.48
%
Other borrowings (6)
1,717,294
19,158
4.43
%
1,371,046
15,272
4.47
%
Total interest-bearing liabilities
$
25,602,707
$
172,711
2.68
%
$
25,025,195
$
161,710
2.59
%
Noninterest-bearing liabilities:
Demand deposits
6,622,362
6,736,570
Other liabilities
605,951
546,713
Total liabilities
32,831,020
32,308,478
Stockholders' equity
5,144,943
5,125,495
Total liabilities and stockholders' equity
$
37,975,963
$
37,433,973
Net interest income (FTE)
$
333,115
$
329,679
Interest rate spread
3.21
%
3.29
%
Cost of funds
2.01
%
1.94
%
Net interest margin (FTE)
3.88
%
3.94
%
____________________ (1)
Income and yields are reported on a taxable equivalent basis using the statutory federal corporate tax rate of 21%.
(2)
Rates and yields are annualized and calculated from rounded amounts in thousands, which appear above.
(3)
Nonaccrual loans are included in average loans outstanding.
(4)
Interest income on loans includes $41.3 million and $40.4 million for the three months ended September 30, 2026, and June 30, 2026, respectively, in accretion of the fair market value adjustments related to acquisitions.
(5)
Interest expense on time deposits includes $19 thousand and $111 thousand for the three months ended September 30, 2026, and June 30, 2026, respectively, in accretion of the fair market value adjustments related to acquisitions.
(6)
Interest expense on borrowings includes $452 thousand and $621 thousand for the three months ended September 30, 2026, and June 30, 2026, respectively, in amortization of the fair market value adjustments related to acquisitions.
A wallet group linked to the $285 million Drift Protocol exploit has resumed moving stolen cryptocurrency, with blockchain analysts reporting that approximately $61.56 million in Ethereum was deposited into Tornado Cash on October 20.
Summary
Lookonchain reported that the Drift exploiter deposited 25,700 ETH, worth approximately $61.56 million, into Tornado Cash on October 20. Earlier monitoring by Onchain Lens identified at least 13,400 ETH, worth around $32 million, moving to the mixer. The transfers follow an April 1 attack that Chainalysis estimated caused $285 million in losses. Drift said a subsequent forensic investigation attributed the attack to a North Korea-linked group. The protocol opened DFX recovery-token claims and redemptions for affected users on October 1. According to blockchain monitoring account Lookonchain, the suspected exploiter transferred 25,700 ETH into the privacy-focused mixing service over a two-hour period, ending roughly two months of reported inactivity. The tracker estimated that the wallets still controlled 81,864 ETH worth approximately $195 million.
An earlier Onchain Lens update identified at least 13,400 ETH, valued at roughly $32 million, flowing into Tornado Cash. Its accompanying wallet snapshot showed approximately $224.59 million in remaining assets.
Meanwhile, the two trackers reported different amounts as the transfers unfolded. The latest wallet balances have yet to be independently verified through Arkham.
Drift exploiter resumes Tornado Cash transfers The reported activity represents another stage in the movement of assets taken from Drift, a Solana-based decentralized derivatives platform.
Tornado Cash pools cryptocurrency deposits and allows funds to be withdrawn through separate addresses, making direct transaction tracing more difficult. Sending ETH to the service does not establish whether the funds were converted into cash, sold on an exchange or recovered by another party.
A separate monitoring account reported that one wallet deposited 19,600 ETH, worth approximately $46.81 million, through 196 transactions on October 20. That figure falls between the two social-media observations but has not been reconciled against a complete transaction-level record.
The Drift Protocol exploiter deposited 19,600 ETH (~$46.81M) into Tornado Cash in 196 transactions on October 20, 2026, moving funds held for roughly 202 days, according to the our Tornado monitoring system.
On April 1, the Solana perpetuals platform suffered an estimated $285M… https://t.co/OEjYr8uRzQ pic.twitter.com/sXaSkLDsRe
— Salus (@salus_sec) October 20, 2026 The same account identified a wallet ending in 57c1 that had reportedly held stolen assets since April. It estimated the address retained 6,114.15 ETH, valued near $14.6 million, after its first outgoing transactions.
These wallet-specific figures cannot establish the exploiter’s total remaining assets because investigators track several addresses and the balances change as transfers occur.
April Drift exploit followed months of social engineering The original attack took place on April 1, when attackers obtained administrative control of Drift through transaction approvals from members of its Security Council.
In an April 9 investigation, Chainalysis estimated losses at $285 million, representing more than half the protocol’s total value locked.
The attackers reportedly spent months posing as representatives of a trading firm and building relationships with Drift contributors. They exploited Solana’s durable nonce feature, which permits pre-signed transactions to remain valid until execution.
After obtaining sufficient multisignature approvals, the attackers took control of administrative permissions and approved a fake token called CarbonVote Token, or CVT, as collateral.
According to Chainalysis, the attackers manufactured trading activity around CVT to create an artificial price history. They then used the token as collateral to withdraw genuine assets, including stablecoins and cryptocurrencies.
Subsequently, Drift published a more detailed asset breakdown totaling approximately $295.7 million in stolen tokens. The figure differs from the initial forensic estimate because the reports use different valuations and accounting scopes.
Investigators traced portions of the proceeds moving between Solana and Ethereum, where the attacker accumulated ETH before the latest reported mixing activity.
Investigators linked the attack to North Korean operators Security researchers have connected the Drift theft to a suspected North Korean hacking operation.
In an April 7 assessment, blockchain analytics company Elliptic identified transaction patterns and laundering techniques consistent with earlier North Korea-linked attacks.
Drift later reported that an investigation by cybersecurity firm Mandiant had attributed the incident to UNC6862, a North Korean threat group.
The platform had previously linked the attack to the operators behind Radiant Capital’s October 2024 exploit. Radiant suffered losses estimated at approximately $50 million in that incident.
The case was part of a series of major DeFi thefts in April. As crypto.news previously reported, April exploit losses exceeded $600 million during the month’s first 18 days, including separate attacks on Drift and KelpDAO.
Drift recovery claims opened in October While investigators continued tracing the stolen cryptocurrency, Drift established a program to compensate affected users.
On October 1, the project opened claims and redemptions for DFX recovery tokens. Its announcement stated that each verified USDT of loss entitled an affected user to one DFX token.
The protocol fixed the total token supply at approximately 299.5 million and said its recovery pool contained around 3.1 million USDT at launch.
Users can redeem DFX against available pool funds, trade the tokens or retain them while additional funds accumulate. The redemption amount depends on the pool balance and outstanding token supply, so holding a DFX token does not guarantee immediate repayment at face value.
The project said proceeds from its relaunched trading platform, Velocity, would contribute to the recovery pool. Tether has separately committed up to $127.5 million in support, while other partners have committed up to $20 million.
Drift’s October announcement states that funds recovered through enforcement action, freezing or other recovery efforts will be added to the pool. DFX claims remain open until January 1, 2028.
Socionext Inc., a global leader in custom SoC design and development, is actively advancing its SoC design and development capabilities through agentic AI and expanding the application of AI-driven design to the physical design of large-scale system-on-chip (SoCs) using advanced process technologies. For the expansion into physical design, Socionext is collaborating with Cadence (Nasdaq:CDNS).
Actively Advancing Agentic AI Initiatives in SoC Design and Development
Socionext has been integrating agentic AI into front-end design to improve the efficiency of design and verification tasks, support engineering analysis and decision-making, and leverage accumulated design knowledge and expertise. Beyond improving the efficiency of individual tasks with AI, Socionext is also integrating AI agents into its design and development processes to further enhance engineering productivity and design quality. Through these initiatives, Socionext aims to create a development environment that enables engineers to focus on higher-value design decisions and innovation.
Expanding AI-Driven Design into SoC Physical Design
Socionext is expanding its AI-driven design approaches into physical design. As physical design becomes increasingly complex for large-scale SoCs using advanced process technologies, effectively integrating AI agents with advanced EDA tools and design flows is critical to addressing these challenges and further improving design efficiency. Through its collaboration with Cadence, Socionext is advancing these efforts and is applying AI-driven design to the physical design of a large-scale 3nm SoC. As part of these efforts, Socionext is applying the Cadence InnoStack AI Super Agent and plans to expand its use across SoC development projects.
Integrating Engineering Knowledge into Physical Design Workflows
Through retrieval-augmented generation (RAG), Model Context Protocol (MCP) support, customized AI skills, and AI agents, Socionext integrates internal design knowledge into practical physical design workflows. Current and planned applications include floorplanning, custom timing-analysis checks, and future checklist automation, helping make proprietary expertise more accessible and reusable across projects and teams.
“As semiconductor design complexity grows, engineering organizations need better ways to capture and reuse expertise across projects and teams,” said Chin-Chi Teng, senior vice president and general manager of the Digital and Signoff Group at Cadence. “Socionext’s implementation demonstrates how the open and extensible InnoStack AI Super Agent enables customers to integrate their own methodologies and proprietary engineering knowledge into AI-assisted design environments. Together, Cadence’s technology and Socionext’s engineering expertise make valuable design knowledge more accessible and actionable across the organization.”
“Socionext has already incorporated AI into front-end design activities and is applying AI-driven design to the physical design of a large-scale 3nm SoC,” said Hisato Yoshida, President and COO of Socionext. “Building on these efforts, we are advancing our AI-driven design capabilities through our collaboration with Cadence and applying the Cadence InnoStack AI Super Agent to SoC development projects. We expect to achieve up to 5X overall productivity gains through Cadence’s agentic AI workflow. By combining our accumulated design knowledge, methodologies, and engineering experience with Cadence technology, we aim to improve design quality and enable engineers to focus on higher-value innovation across the entire SoC development flow.”
Expanding AI-driven Design Across SoC Development
Beyond automation, Socionext aims to preserve and reuse valuable engineering know-how as a shared organizational asset across projects, teams, and future generations of engineers. This approach supports ongoing design transformation while maintaining the quality and reliability customers expect from Socionext.
Looking ahead, Socionext plans to connect its front-end design AI initiatives with its expanding AI-driven physical design capabilities, creating a more integrated approach across the SoC development flow. In physical design, Socionext will continue its collaboration with Cadence and apply the resulting capabilities to additional SoC development projects. The company is also developing custom AI agents and engineering assistants that leverage internal expertise to strengthen productivity and knowledge reuse across the organization.
About Socionext Inc.
Socionext Inc., a leading global System-on-Chip (SoC) supplier, is a pioneer of the ‘Solution SoC’ business model. This innovative approach encompasses Socionext’s ‘Entire Design’ capabilities and offering of ‘Complete Service’. As a trusted silicon partner, Socionext fuels global innovation, providing superior features, performance, and quality that set its customers’ products and services apart in diverse domains ranging from automotive and data centers to networking, smart devices, and industrial equipment.
Socionext Inc., based in Yokohama, operates offices across Japan, Asia, the United States, and Europe for development and sales. For more information, visit https://www.socionext.com/en.
About Cadence
Cadence is a market leader in AI and digital twins, pioneering the application of computational software to accelerate innovation in the engineering design of silicon to systems. Our design solutions, based on Cadence's Intelligent System Design™ strategy, are essential for the world's leading semiconductor and systems companies to build their next-generation products from chips to full electromechanical systems that serve a wide range of markets, including hyperscale computing, mobile communications, automotive, aerospace, industrial, life sciences and robotics. In 2025, Cadence was recognized by Fortune as one of the world's top 100 best companies to work for. Cadence solutions offer limitless opportunities.
Dutch Bros (BROS +4.13%) is one of the hottest, fastest-growing restaurant chains in the U.S. Although it calls itself a coffee shop chain, it's better known for its sugary beverage concoctions, such as its recent "Creepy Crawler" seasonal drink, which includes gummy worms, and its Rebel energy line.
Although it's growing fast, Dutch Bros stock is down 33% year-to-date. Is that likely to change when it reports earnings on Nov. 4?
Launching across the country Dutch Bros has 1,225 stores as of the end of the third quarter, and it's aiming for at least 185 new openings in 2026. It has a short-term goal of reaching 2,029 stores by 2029 and a long-term goal of getting to 7,000 stores.
Image source: Dutch Bros.
Total sales increased 32% year over year in the second quarter. While much of that was driven by the 48 new store openings in the quarter, the company has also been reporting solid same-store sales growth. It's been positive for the past 13 quarters, and transaction growth has been positive for the past eight quarters, which is important because it means that the growth isn't only coming from higher prices. That implies that more people are coming into stores or coming in more frequently, both of which bode well for the company's future. In the second quarter, same-shop sales increased 5.8% over last year, with transactions up 1.7%.
The market wasn't impressed with that 1.7% number, although company-operated same-shop transactions increased 3.4%. The company originally had a franchise option, but it's only opening company-owned stores at this point. Part of Dutch Bros' success comes from its rigorous standards throughout its portfolio, which it can better manage in its owned stores.
What to expect on Nov. 4 Other reasons Dutch Bros stock is down include its high valuation and worries about its ability to meet its expansion goals. Even at the current P/E ratio of 58, it's not cheap, which is why seemingly small issues can generate a negative market reaction. And in August, it disclosed that it would not be raising its bid on a small chain of salad stores that would have added 65 new stores to its total in one shot.
$42.86+$1.70 (+4.13%)
NYSE · As of 4:00 PM ET 10/19/26
Given the stock's disappointing performance so far this year, the third-quarter report could be a high-stakes moment. If it beats Wall Street's expectations of 29.4% sales growth and $0.24 in earnings per share (EPS) and has any other promising news, the stock could easily rise, closing the gap between performance and the stock price. If not, the stock could fall further, although some of the negativity is already priced in.
Management raised full-year guidance from about $2 billion in sales and 5% same-store sales growth at the midpoint to $2.1 billion in sales and 5.5% same-store sales growth at the midpoint, but that wasn't enough to keep the stock from dropping. It may play a more significant role in the third-quarter report if everything else goes well.
Over the long term, Dutch Bros has strong potential as it keeps opening new stores and bringing in more customers.
BFA Law prověřuje Six Flags (FUN) kvůli možnému klamání investorů v souvislosti s bezpečností a údržbou. Akcie 13. října 2026 po smrtelné nehodě na horské dráze Goliath klesly přibližně o 14,4 %.
BFA Law is investigating whether Six Flags Entertainment Corporation committed securities fraud relating to statements about its focus on safety, maintenance, and ride reliability.
, /PRNewswire/ -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Six Flags Entertainment Corporation (NYSE:FUN) for potential securities fraud after its significant stock drop.
If you invested in Six Flags securities, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/six-flags-class-action-lawsuit.
Key Details of the Six Flags ($FUN) Class Action Investigation:
Investigation Overview: Securities fraud relating to Six Flags' statements about its focus on safety, maintenance, and ride reliability.
Stock Decline: October 13, 2026 – 14.4% Stock Drop
Action: Contact BFA Law to discuss your rights
Why is Six Flags Being Investigated for Securities Fraud?
Six Flags is the largest regional amusement resort operator in North America, with 20 amusement parks, 14 water parks and nine resort properties in the U.S., Canada, and Mexico.
BFA is investigating whether Six Flags misled investors about its focus on safety, maintenance, and ride reliability.
Why did Six Flags' Stock Drop?
On October 12-13, 2026, various news outlets reported that a man died and several others were injured aboard Six Flags' Goliath roller coaster in Georgia. After the fatal incident, Six Flags announced the temporary closure of 10 roller coasters, including Goliath, across various amusement parks.
Following the news, Six Flags shares fell approximately 14.4% on October 13, 2026.
Click here for more information: https://www.bfalaw.com/cases/six-flags-class-action-lawsuit.
What Can You Do?
If you invested in Six Flags securities, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named "Elite Trial Lawyers" by the National Law Journal, "Litigation Stars" by Benchmark Litigation, among the top "500 Leading Plaintiff Financial Lawyers" by Lawdragon, "Titans of the Plaintiffs' Bar" by Law360 and "Super Lawyers" by Thomson Reuters.
Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff's securities litigation law firm, with clients noting: "[t]here is no better service provider in the practice area," "[t]he interest of the client is always front and center," and "[t]here isn't a better firm in this space." One testimonial described the firm as "nimble and entrepreneurial," with a "relentless focus on adding value for clients."
Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.'s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
Společnost Insmed s okamžitou platností jmenovala Paula Hudsona, bývalého generálního ředitele společností Sanofi a Novartis Pharmaceuticals, a Utapala Koppikara, finančního ředitele společnosti Verily Health, nezávislými členy představenstva.
—Paul Hudson, Former CEO of Sanofi and Novartis Pharmaceuticals, and Utpal Koppikar, CFO of Verily Health and Veteran Biopharma Finance Leader, Join as New Independent Directors—
, /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced the appointment of Paul Hudson and Utpal Koppikar as independent members of its Board of Directors, effective immediately. The additions bring deep expertise in global biopharma leadership, commercial strategy, and financial management to Insmed's Board as the Company continues to advance its portfolio in pursuit of its mission to transform the lives of patients with serious and rare diseases.
"Paul and Utpal are exceptional additions to our Board, and I am delighted to welcome them to Insmed," said Will Lewis, Chair and Chief Executive Officer of Insmed. "Paul's experience leading some of the world's largest and most complex biopharma organizations, combined with his deep commercial and strategic acumen, will be invaluable as we continue to execute our global growth strategy. Utpal brings demonstrated financial expertise and a strong track record of value creation across the biopharma industry, which will be a tremendous asset as we work to advance our pipeline and build long-term shareholder value. Together, they further strengthen our Board's capabilities at a pivotal time for Insmed, and I look forward to the perspectives and insights they will deliver."
Mr. Hudson brings more than three decades of senior executive leadership across some of the world's most prominent biopharmaceutical companies. He most recently served as Chief Executive Officer (CEO) of Sanofi S.A. from September 2019 through February 2026, where he led a sweeping transformation of the organization. Prior to Sanofi, Mr. Hudson served as CEO of Novartis Pharmaceuticals from 2016 to 2019 and as a member of the Novartis Executive Committee. His career in healthcare has spanned the globe, with roles in the U.S., Japan, and Europe. Prior to Novartis, he held a series of senior operational and commercial leadership positions at AstraZeneca, including President of AstraZeneca United States and Executive Vice President, North America. Mr. Hudson began his career in sales and marketing roles at Schering-Plough, GlaxoSmithKline UK, and Sanofi-Synthélabo UK.
"Insmed is a company I have admired for years — one that has built a remarkable track record of scientific innovation, clinical execution, and commercial prowess," said Paul Hudson. "I am honored to join the Board at such an exciting inflection point for the Company. I look forward to leveraging my experience in global commercial strategy and organizational transformation to support Insmed's continued growth and unwavering commitment to patients."
Mr. Koppikar is a seasoned biopharma finance executive with a distinguished track record of driving financial leadership across multiple stages of company growth. He has served as Chief Financial Officer (CFO) at Verily Health Inc., a healthcare data intelligence company focused on enabling more personal, predictive, and precise health solutions, since April 2023, where he is responsible for the finance, real estate and workplace services, and corporate development functions. Previously, Mr. Koppikar served as Executive Vice President and CFO at Atara Biotherapeutics from 2018 to 2023. Prior to Atara, he held several senior financial leadership positions at Gilead Sciences and Amgen. Mr. Koppikar currently serves on the Board of Directors of C4 Therapeutics, Inc. (Nasdaq: CCCC).
"Insmed's pipeline, commercial momentum, and people-first culture make it a truly compelling organization," said Utpal Koppikar. "I am thrilled to join the Board and look forward to helping guide the Company's financial and operational strategy as it continues to scale its business in an effort to bring additional transformative therapies to patients in need."
About Insmed
Insmed Incorporated is a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases. The Company is advancing a diverse portfolio of approved and mid- to late-stage investigational medicines — including two approved therapies to treat chronic, debilitating lung diseases — as well as cutting-edge drug discovery focused on serving patient communities where the need is greatest. Insmed's commercial portfolio and clinical pipeline are organized around three therapeutic areas: Respiratory, Immunology & Inflammation, and Neuro & Other Rare. The Company's research engine is advancing a wide range of technologies and modalities, including gene therapy, AI-driven protein engineering, RNA end-joining, and synthetic rescue, in the pursuit of future pipeline candidates.
Headquartered in Bridgewater, New Jersey, Insmed has offices and research locations throughout the United States, Europe, and Japan. Visit www.insmed.com to learn more or follow us on LinkedIn, Instagram, YouTube, and X.
Forward-looking Statements
This press release contains forward-looking statements that involve substantial risks and uncertainties. "Forward-looking statements," as that term is defined in the Private Securities Litigation Reform Act of 1995, are statements that are not historical facts and involve a number of risks and uncertainties. Words herein such as "may," "will," "should," "could," "would," "expects," "plans," "anticipates," "believes," "estimates," "projects," "predicts," "intends," "potential," "continues," and similar expressions (as well as other words or expressions referencing future events, conditions or circumstances) may identify forward-looking statements.
The forward-looking statements in this press release are based upon the Company's current expectations and beliefs, and involve known and unknown risks, uncertainties, and other factors, which may cause the Company's actual results, performance and achievements and the timing of certain events to differ materially from the results, performance, achievements, or timings discussed, projected, anticipated, or indicated in any forward-looking statements.
The Company may not actually achieve the results, plans, intentions, or expectations indicated by the Company's forward-looking statements because, by their nature, forward-looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future. For additional information about the risks and uncertainties that may affect the Company's business, please see the factors discussed in Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2025 and any subsequent Company filings with the Securities and Exchange Commission (SEC).
The Company cautions readers not to place undue reliance on any such forward-looking statements, which speak only as of the date of this press release. The Company disclaims any obligation, except as specifically required by law and the rules of the SEC, to publicly update or revise any such statements to reflect any change in expectations or in events, conditions or circumstances on which any such statements may be based, or that may affect the likelihood that actual results will differ from those set forth in the forward-looking statements.
Contact:
Investors:
Gianna De Palma
Associate Director, Investor Relations
[email protected]
Tržby Hasbro ve 3. čtvrtletí vzrostly o 15 % na 1,60 mld. USD a společnost navýšila celoroční výhled. Magic: The Gathering utržila rekordních 616,1 mil. USD.
Americký výrobce hraček a her Hasbro zveřejnil výsledky hospodaření za třetí kvartál roku 2026. Společnost překonala očekávání trhu, a to především díky karetní hře Magic: The Gathering, jejíž kvartální tržby poprvé v historii přesáhly 600 mil. USD. Firma zároveň navýšila celoroční výhled a zdvojnásobila letošní cíl pro zpětné odkupy akcií.
Výsledky společnosti Hasbro (HAS) za 3Q 2026
3Q 2026
Konsensus 3Q 2026
3Q 2025
Čisté tržby (mld. USD)
1,60
1,47
1,39
Čistý zisk (mld. USD)
0,39
--
0,23
Očištěný zisk na akcii (EPS, USD/akcie)
2,90
1,88
1,68
Výsledky
Čisté tržby společnosti meziročně vzrostly o 15 % na 1,60 mld. USD a překonaly tak tržní očekávání 1,47 mld. USD.
Tržby z karetní hry Magic: The Gathering meziročně vzrostly o 34 % na 616,1 mil. USD, čímž poprvé v historii překonaly hranici 600 mil. USD za jediný kvartál. Růst táhly nové edice karet The Hobbit a Reality Fracture. Mobilní hra Monopoly Go! přispěla k tržbám 41 mil. USD.
Tržby segmentu spotřebitelských produktů meziročně vzrostly o 4 % na 827,9 mil. USD, zaostaly však za očekáváním trhu 845,9 mil. USD. Očištěný provozní zisk segmentu se meziročně zvýšil o 100 % na 177,7 mil. USD, přičemž zahrnuje přínos z vrácených cel ve výši 48 mil. USD.
Tržby Hasbro ve 3Q dle segmentu
(mil. USD)
Segment
Tržby
Konsenzus
Meziroční změna
Wizards of the Coast a digitální hry
747,2
608,3
+31 %
Spotřebitelské produkty
827,9
845,9
+4 %
Zábava
20,2
22,1
+9 %
Očištěný zisk EBITDA meziročně vzrostl o 46 % na 604,5 mil. USD. Trh predikoval pouze 444,2 mil. USD.
Očištěný provozní zisk meziročně vzrostl o 52 % na 541,2 mil. USD. Očištěná provozní marže dosáhla 33,9 % oproti 25,6 % ve stejném období loňského roku. Výsledky zahrnují přínos z vrácených cel ve výši přibližně 55 mil. USD.
Celoroční výhled
Společnost navýšila celoroční výhled a nyní očekává:
Růst tržeb o 7 až 9 % na konstantní měnové bázi, dříve 5 až 7 %.
Očištěnou provozní marži v rozmezí 27 až 28 %, dříve 25 až 26 %.
Očištěný zisk EBITDA ve výši 1,575 až 1,625 mld. USD, dříve 1,45 až 1,50 mld. USD. Wall Street predikovala 1,49 mld. USD.
Návrat kapitálu akcionářům
V průběhu kvartálu prostřednictvím dividend a zpětných odkupů akcií vrátila společnost akcionářům celkem 206 mil. USD. Představenstvo deklarovalo kvartální dividendu ve výši 0,70 USD na akcii.
Komentář vedení
„Inspirovat ke hře po celý život je naší superschopností a tento kvartál ukázal, co dokáže,“ uvedl generální ředitel společnosti Chris Cocks. „Dosáhli jsme čtvrtého kvartálu v řadě s dvouciferným růstem tržeb a karetní hra Magic: The Gathering poprvé překonala hranici 600 mil. USD kvartálních tržeb. S nabídkou edic Magic, která se stále rozrůstá, očekáváme silný závěr roku 2026 a pokračující růst v roce 2027,“ dodal Cocks.
„Tento kvartál opět ukázal sílu portfolia značek Hasbro ve spojení se silnou realizací. Vzhledem k tomuto momentu zvyšujeme náš výhled na rok 2026 a zdvojnásobujeme letošní cíl pro zpětné odkupy akcií, přičemž vyvažujeme investice do byznysu s vracením hotovosti akcionářům,“ uvedla finanční ředitelka Gina Goetter.
Akcie Hasbro
Akcie Hasbro (HAS) v předburzovní fázi obchodování nepatrně posilují o 0,01 % na 98,50 USD.
Akcie Hasbro (HAS) před výsledky na 98,49 USD
Ukazatel
Ukazatel
Kapitalizace (mld. USD)
13,9
P/E
14,6
Vývoj za letošní rok (%)
+20,1
Očekávané P/E
16,1
52týdenní minimum (USD)
69,5
Prům. cílová cena (USD)
113,3
52týdenní maximum (USD)
107,0
Dividendový výnos (%)
2,8
, /PRNewswire/ -- Equifax® (NYSE: EFX) today announced financial results for the quarter ended September 30, 2026.
Third quarter reported revenue of $1.693 billion, up a strong 10% with 9% local currency revenue growth. Diversified Markets revenue up 8% on a reported and 7.5% on a local currency basis, with strong, broad-based performances across all business units. Third quarter U.S. Mortgage revenue up 15% despite weaker market. Workforce Solutions third quarter revenue up 7%. Diversified Markets revenue up 9% led by Verification Services Diversified Markets revenue up 13% with Talent Solutions revenue growth over 20%, Consumer Lending up high double digits, and Government up mid-single digits. Workforce Solutions Mortgage revenue flat in the third quarter from the weaker mortgage market. USIS third quarter revenue up strong 13% with Diversified Markets revenue growth up 6% led by Financial Institutions and Auto. USIS Mortgage revenue up a strong 28% despite the weaker mortgage market. International third quarter revenue up 9% on a reported basis. Local currency revenue growth up 7% with low double-digit revenue growth in Australia and high single-digit growth in Latin America. Expect Círculo de Crédito acquisition to close in the fourth quarter. New Product Innovation leveraging the EFX Cloud, EFX.AI, and proprietary data delivered record over 17% new product Vitality Index. Returned $158 million in cash to shareholders through share repurchases and quarterly dividend. "Equifax delivered a strong third quarter performance executing on our EFX2028 Strategic Priorities with reported revenue of $1.693 billion, up 10% on a reported basis, with 9% local currency revenue growth. Diversified Markets revenue growth of 8% was broad based across all business units driven by a record over 17% new product Vitality Index, above our 10% long-term goal. U.S. Mortgage revenue grew 15%, despite the much weaker mortgage market we saw in the latter half of the third quarter as mortgage interest rates increased substantially.
Workforce Solutions delivered 7% revenue growth, with Diversified Markets growth of 9% led by strong over 20% growth in Talent Solutions, strong high double-digit growth in Consumer Lending and accelerating sequential mid single-digit growth in Government. Workforce Solutions Mortgage revenue was about flat from the weak mortgage market. USIS delivered strong revenue growth of 13%, with Diversified Markets revenue growth of 6%, led by Financial Institutions and Auto. USIS Mortgage revenue was up 28% despite the weaker mortgage market. International delivered 7% local currency revenue growth with low double-digit revenue growth in Australia and high single-digit growth in Latin America.
We continue to deploy EFX.AI to deliver new, higher-performing products and solutions to our customers and expand AI deployment inside EFX to deliver against our $150 million AI productivity goal. With our strong free cash flow, Equifax returned $158 million of cash to shareholders in the quarter, including repurchasing 0.5 million shares for $92 million and paying $66 million in quarterly dividends. We continue to use our free cash flow to return cash to shareholders and for bolt-on M&A like our Círculo de Crédito acquisition that we expect to close in the fourth quarter," said Mark W. Begor, Equifax Chief Executive Officer.
"As we look to the remainder of 2026, we are maintaining our Diversified Markets revenue guidance for revenue growth of high single-digit percent. However, we expect the much weaker U.S. mortgage market that we saw in the latter half of the third quarter to continue through the remainder of 2026. As a result, we are reducing our full year 2026 revenue guidance at the midpoint to $6.661 billion, reflecting this reduction in our U.S. Mortgage related revenue.
Despite the impact of the significantly weakened U.S. mortgage market on the second half of 2026 revenue, we expect to deliver 2026 Adjusted EPS Guidance of $8.50 per share, a reduction of only $0.04 per share at the midpoint and well within our previous Guidance range. As we did in the second quarter, the Equifax team is doing an outstanding job of managing cost and expenses including continuing to drive strong AI-driven operating cost efficiencies and optimizations, which should allow us to principally recover the gross margin impact from lower Mortgage revenue and deliver very strong operating margin performance.
We are confident in the future of the New Equifax. Equifax is fundamentally a different company on how we go to market from Technology to Data & Analytics, EFX.AI capabilities, product focus, and AI-driven Operations all leveraging our differentiated data assets, industry-leading Cloud technology, patented EFX.AI products, D&A capabilities, and market-leading innovation. Our scale proprietary data is the foundation of our AI data moat and a big competitive advantage, and we are expanding our capabilities to leverage our unique, non-public data assets with EFX.AI and agentic AI to rapidly deliver higher-performing scores, models, and multi-market products to help our customers grow.
Our strong third quarter results reflect the resiliency of the broad-based Equifax business model in a challenging mortgage market. We are energized about the New Equifax and we expect to deliver higher growth, margins, and accelerating free cash flow, and returning cash to shareholders in the future."
Financial Results Summary
The Company reported revenue of $1,692.5 million in the third quarter of 2026, up 10% and 9% on a reported and local currency basis, respectively, compared to the third quarter of 2025.
Net income attributable to Equifax of $211.7 million was up 32% in the third quarter of 2026 compared to $160.2 million in the third quarter of 2025.
Diluted EPS attributable to Equifax was $1.79 per share in the third quarter of 2026, up 39% compared to $1.29 per share in the third quarter of 2025.
Workforce Solutions Third Quarter Results
Total revenue was $693.9 million in the third quarter of 2026, up 7% compared to the third quarter of 2025. Operating margin for Workforce Solutions was 44.1% in the third quarter of 2026 compared to 43.8% in the third quarter of 2025. Adjusted EBITDA margin for Workforce Solutions was 51.4% in the third quarter of 2026 compared to 51.2% in the third quarter of 2025. Verification Services revenue was $603.2 million, up 9% compared to the third quarter of 2025. Employer Services revenue was $90.7 million, down 5% compared to the third quarter of 2025. USIS Third Quarter Results
Total revenue was $599.1 million in the third quarter of 2026, up 13% compared to the third quarter of 2025. Operating margin for USIS was 24.3% in the third quarter of 2026 compared to 23.2% in the third quarter of 2025. Adjusted EBITDA margin for USIS was 35.4% in the third quarter of 2026 compared to 35.2% in the third quarter of 2025. Online Information Solutions revenue was $529.7 million, up 13% compared to the third quarter of 2025. Financial Marketing Services revenue was $69.4 million, up 11% compared to the third quarter of 2025. International Third Quarter Results
Total revenue was $399.5 million in the third quarter of 2026, up 9% and up 7% compared to the third quarter of 2025 on a reported and local currency basis, respectively. Operating margin for International was 15.8% in the third quarter of 2026, flat compared to the third quarter of 2025. Adjusted EBITDA margin for International was 30.9% in the third quarter of 2026 compared to 31.3% in the third quarter of 2025. Latin America revenue was $114.1 million, up 12% compared to the third quarter of 2025 on a reported basis and up 8% on a local currency basis. Europe revenue was $105.5 million, up 3% compared to the third quarter of 2025 on a reported basis and up 4% on a local currency basis. Asia Pacific revenue was $107.7 million, up 20% compared to the third quarter of 2025 on a reported basis and up 12% on a local currency basis. Canada revenue was $72.2 million, up 2% compared to the third quarter of 2025 on a reported basis and up 4% on a local currency basis. Adjusted EPS and Adjusted EBITDA Margin
Adjusted EPS attributable to Equifax was $2.26 in the third quarter of 2026, up 11% compared to the third quarter of 2025. Adjusted EBITDA margin was 33.1% in the third quarter of 2026, up compared to 32.7% in the third quarter of 2025. These financial measures exclude certain items as described further in the Non-GAAP Financial Measures section below. 2026 Fourth Quarter and Full Year Guidance
Q4 2026
FY 2026
Low-End
High-End
Low-End
High-End
Reported Revenue
$1.605 billion
$1.635 billion
$6.646 billion
$6.676 billion
Reported Revenue Growth
3.5 %
5.4 %
9.4 %
9.9 %
Local Currency Growth (1)
3.1 %
5.0 %
8.5 %
9.0 %
Organic Local Currency Growth (1)
3.0 %
4.9 %
8.4 %
8.9 %
Adjusted Earnings Per Share
$2.07 per share
$2.17 per share
$8.45 per share
$8.55 per share
(1) Refer to page 9 for definitions. Additionally, the definitions can be found in the Non-GAAP Financial Measures below.
About Equifax
At Equifax (NYSE: EFX), we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward. Headquartered in Atlanta and supported by over 15,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region. For more information, visit Equifax.com.
Earnings Conference Call and Audio Webcast
In conjunction with this release, Equifax will host a conference call on October 20, 2026 at 8:30 a.m. (ET) via a live audio webcast. To access the webcast and related presentation materials, go to the Investor Relations section of our website at www.equifax.com. The discussion will be available via replay at the same site shortly after the conclusion of the webcast. This press release is also available at that website.
Non-GAAP Financial Measures
This earnings release presents adjusted EPS attributable to Equifax which is diluted EPS attributable to Equifax adjusted (to the extent noted above for different periods) for acquisition-related amortization expense of certain acquired intangibles, accrual for legal and regulatory matters related to the 2017 cybersecurity incident, foreign currency impact of certain intercompany loans, acquisition-related costs other than acquisition amortization, income tax effect of stock awards recognized upon vesting or settlement, Argentina highly inflationary foreign currency adjustment, realignment of resources and other costs and antitrust litigation costs. All adjustments are net of tax, with a reconciling item with the aggregated tax impact of the adjustments. This earnings release also presents (i) adjusted EBITDA and adjusted EBITDA margin, which is defined as consolidated net income attributable to Equifax plus net interest expense, income taxes, depreciation and amortization, and also excludes certain one-time items, (ii) local currency revenue change, which is calculated by conforming 2026 results using 2025 exchange rates, (iii) organic local currency revenue growth, which is defined as local currency revenue growth, adjusted to reflect an increase in prior year Equifax revenue from the revenue of acquired companies in the prior year period, (iv) free cash flow, which is defined as cash provided by operating activities less capital expenditures, and (v) cash conversion, which is defined as the ratio of free cash flow to adjusted net income. These are important financial measures for Equifax but are not financial measures as defined by GAAP.
These non-GAAP financial measures should be reviewed in conjunction with the relevant GAAP financial measures and are not presented as an alternative measure of net income or EPS as determined in accordance with GAAP.
Reconciliations of these non-GAAP financial measures to the most directly comparable GAAP financial measures and related notes are presented in the Q&A. This information can also be found under "Investor Relations/Financial Information/Non-GAAP Financial Measures" on our website at www.equifax.com.
Forward-Looking Statements
This release contains forward-looking statements and forward-looking information. These statements can be identified by expressions of belief, expectation or intention, as well as statements that are not historical fact. These statements are based on certain factors and assumptions including with respect to foreign exchange rates, revenue growth, results of operations and financial performance, strategic initiatives, business plans, prospects and opportunities, the U.S. mortgage market, economic conditions and effective tax rates.
While Equifax believes these factors and assumptions to be reasonable based on information currently available, they may prove to be incorrect. Several factors could cause actual results to differ materially from those expressed or implied in the forward-looking statements. These factors relate to (i) actions taken by us, including, but not limited to, restructuring actions, strategic initiatives (such as our cloud technology transformation), capital investments and asset acquisitions or dispositions, as well as (ii) developments beyond our control, including, but not limited to, changes in the U.S. mortgage market environment and changes more generally in U.S. and worldwide economic conditions (including resulting from changes in interest rates and inflation levels, the evolving impact of tariffs and geopolitical conflicts) that materially impact consumer spending, home prices, investment values, consumer debt, unemployment rates and the demand for Equifax's products and services. Deteriorations in economic conditions or increases in interest rates could lead to a decline in demand for our products and services and negatively impact our business. It may also impact financial markets and corporate credit markets, which could adversely impact our access to financing or the terms of any financing.
Other risk factors relevant to our business include: (i) any compromise of Equifax, customer or consumer information due to security breaches and other disruptions to our information technology infrastructure; (ii) the failure to achieve and maintain key industry or technical certifications; (iii) the failure to realize the anticipated benefits of our cloud technology transformation strategy; (iv) operational disruptions and strain on our resources caused by our transition to cloud-based technologies; (v) our ability to meet customer requirements for high system availability and response time performance; (vi) effects on our business if we provide inaccurate or unreliable data to customers; (vii) our ability to maintain access to credit, employment, financial and other data from external sources; (viii) the impact of competition; (ix) our ability to maintain relationships with key customers and business partners; (x) our ability to successfully introduce new products, services and analytical capabilities; (xi) the impact on the demand for some of our products and services due to the availability of free or less expensive consumer information; (xii) our ability to comply with our obligations under settlement agreements arising out of a material cybersecurity incident in 2017; (xiii) potential adverse developments in new and pending legal proceedings, government investigations and regulatory enforcement actions; (xiv) changes in, and the effects of, laws, regulations and government policies governing our business, including oversight by the Consumer Financial Protection Bureau in the U.S., the U.K. Financial Conduct Authority and Information Commissioner's Office in the U.K., and the Office of Australian Information Commission and the Australian Competition and Consumer Commission in Australia; (xv) the impact of privacy, cybersecurity, artificial intelligence or other data-related laws and regulations; (xvi) the economic, political and other risks associated with international sales and operations; (xvii) the impact on our reputation and business from our responsible business commitments and disclosures; (xviii) our ability to realize the anticipated strategic and financial benefits from our acquisitions, joint ventures and other alliances; (xix) any damage to our reputation due to our dependence on outsourcing certain portions of our operations; (xx) the termination or suspension of our government contracts; (xxi) the impact of infringement or misappropriation of intellectual property by us against third parties or by third parties against us; (xxii) an increase in our cost of borrowing and our ability to access the capital markets due to a credit rating downgrade; (xxiii) our ability to hire and retain key personnel; (xxiv) the impact of adverse changes in the financial markets and corresponding effects on our retirement and post-retirement pension plans; (xxv) the impact of health epidemics, pandemics and similar outbreaks on our business; and (xxvi) risks associated with our use of certain artificial intelligence and machine learning models and systems.
A summary of additional risks and uncertainties can be found in our Annual Report on Form 10-K for the year ended December 31, 2025 including without limitation under the captions "Item 1. Business -- Governmental Regulation," "-- Forward-Looking Statements" and "Item 1A. Risk Factors" and in our other filings with the U.S. Securities and Exchange Commission. Forward-looking statements are given only as at the date of this release and Equifax disclaims any obligation to update or revise the forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
EQUIFAX INC.
CONSOLIDATED STATEMENTS OF INCOME
Three Months Ended September 30,
2026
2025
(In millions, except per share amounts)
Operating revenue
$ 1,692.5
$ 1,544.9
Operating expenses:
Cost of services (exclusive of depreciation and amortization below)
752.4
663.2
Selling, general and administrative expenses
390.4
434.1
Depreciation and amortization
194.4
183.3
Total operating expenses
1,337.2
1,280.6
Operating income
355.3
264.3
Interest expense
(62.3)
(52.2)
Other income, net
3.8
3.2
Consolidated income before income taxes
296.8
215.3
Provision for income taxes
(83.4)
(53.8)
Consolidated net income
213.4
161.5
Less: Net income attributable to noncontrolling interests including redeemable noncontrolling interests
(1.7)
(1.3)
Net income attributable to Equifax
$ 211.7
$ 160.2
Basic earnings per common share:
Net income attributable to Equifax
$ 1.80
$ 1.30
Weighted-average shares used in computing basic earnings per share
117.3
123.1
Diluted earnings per common share:
Net income attributable to Equifax
$ 1.79
$ 1.29
Weighted-average shares used in computing diluted earnings per share
118.1
124.1
Dividends per common share
$ 0.56
$ 0.50
EQUIFAX INC.
CONDENSED CONSOLIDATED BALANCE SHEETS
September 30, 2026
December 31, 2025
(In millions, except par values)
(Unaudited)
ASSETS
Current assets:
Cash and cash equivalents
$ 192.9
$ 180.8
Trade accounts receivable, net of allowance for doubtful accounts of $17.9 and $20.2 at
September 30, 2026 and December 31, 2025, respectively
1,104.2
1,012.7
Prepaid expenses
147.5
144.2
Other current assets
142.0
74.5
Total current assets
1,586.6
1,412.2
Property and equipment:
Capitalized internal-use software and system costs
3,002.3
3,098.2
Data processing equipment and furniture
230.9
239.3
Land, buildings and improvements
297.8
299.6
Total property and equipment
3,531.0
3,637.1
Less accumulated depreciation and amortization
(1,607.9)
(1,704.7)
Total property and equipment, net
1,923.1
1,932.4
Goodwill
6,809.4
6,745.7
Indefinite-lived intangible assets
94.7
94.8
Purchased intangible assets, net
1,165.8
1,331.3
Other assets, net
357.5
347.8
Total assets
$ 11,937.1
$ 11,864.2
LIABILITIES AND EQUITY
Current liabilities:
Short-term debt and current maturities of long-term debt
$ 157.7
$ 1,038.0
Accounts payable
115.3
206.4
Accrued expenses
300.7
276.3
Accrued salaries and bonuses
228.6
286.1
Deferred revenue
112.8
101.2
Other current liabilities
544.7
427.4
Total current liabilities
1,459.8
2,335.4
Long-term debt
5,049.0
4,055.3
Deferred income tax liabilities, net
459.9
390.8
Long-term pension and other postretirement benefit liabilities
Common stock, $1.25 par value: Authorized shares - 300.0;
Issued shares - 189.3 at September 30, 2026 and December 31, 2025;
Outstanding shares - 117.1 and 120.4 at September 30, 2026 and December 31, 2025, respectively
236.6
236.6
Paid-in capital
2,100.5
2,023.4
Retained earnings
6,811.9
6,445.1
Accumulated other comprehensive loss
(441.2)
(517.1)
Treasury stock, at cost, 71.6 and 68.3 shares at September 30, 2026 and December 31, 2025,
respectively
(4,229.1)
(3,577.8)
Stock held by employee benefits trusts, at cost, 0.6 shares at September 30, 2026 and
December 31, 2025
(5.9)
(5.9)
Total Equifax shareholders' equity
4,472.8
4,604.3
Noncontrolling interests
20.5
19.5
Total shareholders' equity
4,493.3
4,623.8
Total liabilities, redeemable noncontrolling interests, and shareholders' equity
$ 11,937.1
$ 11,864.2
EQUIFAX INC.
CONSOLIDATED STATEMENTS OF CASH FLOWS
Nine Months Ended September 30,
2026
2025
(In millions)
(Unaudited)
Operating activities:
Consolidated net income
$ 571.8
$ 487.9
Adjustments to reconcile consolidated net income to net cash provided by operating activities:
Depreciation and amortization
572.6
540.8
Stock-based compensation expense
74.5
63.9
Deferred income taxes
73.5
29.6
Gain on sale of equity investment
—
(0.8)
Changes in assets and liabilities, excluding effects of acquisitions:
Accounts receivable, net
(91.7)
(45.6)
Other assets, current and long-term
(95.7)
(10.3)
Current and long term liabilities, excluding debt
37.1
79.4
Cash provided by operating activities
1,142.1
1,144.9
Investing activities:
Capital expenditures
(378.9)
(351.4)
Cash received from divestitures
—
0.8
Cash used in investing activities
(378.9)
(350.6)
Financing activities:
Net short-term payments
(604.8)
(204.1)
Payments on long-term debt
(276.4)
—
Proceeds from issuance of long-term debt
998.1
1.7
Treasury stock purchases
(652.0)
(427.4)
Payment of share repurchase excise tax
(8.3)
—
Dividends paid to Equifax shareholders
(199.4)
(172.0)
Distributions paid to noncontrolling interests
(5.6)
(6.2)
Proceeds from exercise of stock options and employee stock purchase plan
23.8
38.1
Payment of taxes related to settlement of equity awards
(15.7)
(13.6)
Debt issuance costs
(7.9)
—
Cash used in financing activities
(748.2)
(783.5)
Effect of foreign currency exchange rates on cash and cash equivalents
(2.9)
8.3
Increase in cash and cash equivalents
12.1
19.1
Cash and cash equivalents, beginning of period
180.8
169.9
Cash and cash equivalents, end of period
$ 192.9
$ 189.0
Common Questions & Answers (Unaudited)
(Dollars in millions)
1. Can you provide a further analysis of operating revenue by operating segment?
Operating revenue consists of the following components:
(In millions)
Three Months Ended September 30,
Local
Currency
Organic
Local
Currency
Operating revenue:
2026
2025
$ Change
% Change
% Change (1)
% Change (2)
Verification Services
$ 603.2
$ 553.6
$ 49.6
9 %
9 %
Employer Services
90.7
95.8
(5.1)
(5) %
(5) %
Total Workforce Solutions
693.9
649.4
44.5
7 %
7 %
Online Information Solutions
529.7
467.5
62.2
13 %
13 %
Financial Marketing Services
69.4
62.7
6.7
11 %
11 %
Total U.S. Information Solutions
599.1
530.2
68.9
13 %
13 %
Latin America
114.1
102.1
12.0
12 %
8 %
8 %
Europe
105.5
102.3
3.2
3 %
4 %
4 %
Asia Pacific
107.7
90.1
17.6
20 %
12 %
12 %
Canada
72.2
70.8
1.4
2 %
4 %
4 %
Total International
399.5
365.3
34.2
9 %
7 %
7 %
Total operating revenue
$ 1,692.5
$ 1,544.9
$ 147.6
10 %
9 %
9 %
(1)
Local currency revenue change is calculated by conforming 2026 results using 2025 exchange rates.
(2)
Organic local currency revenue growth is defined as local currency revenue growth, adjusted to reflect an increase in prior year Equifax revenue from the revenue of acquired companies in the prior year period. This adjustment is made for 12 months following the acquisition.
Reconciliations of Non-GAAP Financial Measures to the Comparable GAAP Financial Measures (Unaudited)
(Dollars in millions, except per share amounts)
A. Reconciliation of net income attributable to Equifax to adjusted net income attributable to Equifax and adjusted diluted EPS attributable to Equifax, defined as net income and EPS, respectively, each adjusted for acquisition-related amortization expense of certain acquired intangibles, accrual for legal and regulatory matters related to the 2017 cybersecurity incident, foreign currency impact of certain intercompany loans, acquisition-related costs other than acquisition amortization, income tax effect of stock awards recognized upon vesting or settlement, Argentina highly inflationary foreign currency adjustment, realignment of resources and other costs, antitrust litigation costs and aggregated tax impact of these adjustments:
Three Months Ended September 30,
(In millions, except per share amounts)
2026
2025
$ Change
% Change
Net income attributable to Equifax
$ 211.7
$ 160.2
$ 51.5
32 %
Acquisition-related amortization expense of certain acquired intangibles (1)
59.9
62.7
(2.8)
(4) %
Accrual for legal and regulatory matters related to the 2017 cybersecurity incident (2)
0.2
0.3
(0.1)
(33) %
Foreign currency impact of certain intercompany loans (3)
—
(0.1)
0.1
nm
Acquisition-related costs other than acquisition amortization (4)
8.9
8.9
—
— %
Income tax effects of stock awards that are recognized upon vesting or settlement (5)
—
(0.5)
0.5
nm
Argentina highly inflationary foreign currency adjustment (6)
0.4
0.7
(0.3)
(43) %
Realignment of resources and other costs (7)
—
43.9
(43.9)
nm
Antitrust litigation costs (8)
0.8
4.3
(3.5)
(81) %
Tax impact of adjustments (9)
(14.5)
(27.5)
13.0
(47) %
Adjusted net income attributable to Equifax
$ 267.4
$ 252.9
$ 14.5
6 %
Adjusted diluted EPS attributable to Equifax
$ 2.26
$ 2.04
$ 0.22
11 %
Weighted-average shares used in computing diluted EPS
118.1
124.1
nm - not meaningful
(1)
During the third quarter of 2026, we recorded acquisition-related amortization expense of certain acquired intangibles of $59.9 million ($48.0 million, net of tax). We calculate this financial measure by excluding the impact of acquisition-related amortization expense and including a benefit to reflect the significant cash income tax savings resulting from the income tax deductibility of amortization for certain acquired intangibles. The $11.9 million of tax is comprised of $15.9 million of tax expense, net of $4.0 million of a cash income tax benefit. During the third quarter of 2025, we recorded acquisition-related amortization expense of certain acquired intangibles of $62.7 million ($50.2 million, net of tax). The $12.5 million of tax is comprised of $16.7 million of tax expense, net of $4.2 million of a cash income tax benefit. See the Notes to this reconciliation for additional detail.
(2)
During the third quarter of 2026 and 2025, we recorded an accrual for legal and regulatory matters related to the 2017 cybersecurity incident of $0.2 million ($0.2 million, net of tax) and $0.3 million ($0.2 million, net of tax), respectively. See the Notes to this reconciliation for additional detail.
(3)
During the third quarter of 2025, we recorded a foreign currency gain of $0.1 million on certain intercompany loans. The impact was recorded to the Other income, net line item within the Consolidated Statements of Income. See the Notes to this reconciliation for additional detail.
(4)
During the third quarter of 2026 and 2025, we recorded $8.9 million ($6.4 million, net of tax) and $8.9 million ($6.2 million, net of tax), respectively, for acquisition-related costs other than acquisition amortization. These costs primarily related to integration costs resulting from recent acquisition activity and were recorded in operating income. See the Notes to this reconciliation for additional detail.
(5)
During the third quarter of 2025, we recorded a tax benefit of $0.5 million related to the tax effects of deductions for stock compensation in excess of amounts recorded for compensation costs. See the Notes to this reconciliation for additional detail.
(6)
Argentina experienced multiple periods of increasing inflation rates, devaluation of the peso, and increasing borrowing rates. As such, Argentina was deemed a highly inflationary economy by accounting policymakers. During the third quarter of 2026 and 2025, we recorded a foreign currency loss of $0.4 million and $0.7 million, respectively, related to the impact of remeasuring the peso denominated monetary assets and liabilities as a result of Argentina being a highly inflationary economy. See the Notes to this reconciliation for additional detail.
(7)
During the third quarter of 2025, we recorded $43.9 million ($32.8 million, net of tax) of restructuring charges for the realignment of resources and other costs, which predominantly related to the reduction of headcount to support the Company's global strategic objectives. See the Notes to this reconciliation for additional detail.
(8)
During the third quarter of 2026 and 2025, we recorded costs related to antitrust litigation pertaining to our Workforce Solutions business unit in the amount of $0.8 million ($0.7 million, net of tax) and $4.3 million ($3.2 million, net of tax), respectively. See the Notes to this reconciliation for additional detail.
(9)
During the third quarter of 2026, we recorded the tax impact of adjustments of $14.5 million comprised of (i) acquisition-related amortization expense of certain acquired intangibles of $11.9 million ($15.9 million of tax expense, net of $4.0 million of cash income tax benefit), (ii) a tax adjustment of $2.5 million related to acquisition-related costs other than acquisition amortization and (iii) a tax adjustment of $0.1 million related to antitrust litigation costs.
During the third quarter of 2025, we recorded the tax impact of adjustments of $27.5 million comprised of (i) acquisition-related amortization expense of certain acquired intangibles of $12.5 million ($16.7 million of tax expense, net of $4.2 million of cash income tax benefit), (ii) a tax adjustment of $0.1 million related to an accrual for legal and regulatory matters related to the 2017 cybersecurity incident, (iii) a tax adjustment of $2.7 million related to acquisition-related costs other than acquisition amortization, (iv) a tax adjustment of $11.1 million related to restructuring charges, and (v) a tax adjustment of $1.1 million related to antitrust litigation costs.
B. Reconciliation of net income attributable to Equifax to adjusted EBITDA, defined as net income excluding income taxes, interest expense, net, depreciation and amortization expense, accrual for legal and regulatory matters related to the 2017 cybersecurity incident, foreign currency impact of certain intercompany loans, acquisition-related costs other than acquisition amortization, Argentina highly inflationary foreign currency adjustment, realignment of resources and other costs, antitrust litigation costs and presentation of adjusted EBITDA margin:
Three Months Ended September 30,
(In millions)
2026
2025
$ Change
% Change
Revenue
$ 1,692.5
$ 1,544.9
$ 147.6
10 %
Net income attributable to Equifax
$ 211.7
$ 160.2
$ 51.5
32 %
Income taxes
83.4
53.8
29.6
55 %
Interest expense, net*
60.4
49.5
10.9
22 %
Depreciation and amortization
194.4
183.3
11.1
6 %
Accrual for legal and regulatory matters related to 2017 cybersecurity incident (1)
0.2
0.3
(0.1)
(33) %
Foreign currency impact of certain intercompany loans (2)
—
(0.1)
0.1
nm
Acquisition-related costs other than acquisition amortization (3)
8.9
8.9
—
— %
Argentina highly inflationary foreign currency adjustment (4)
0.4
0.7
(0.3)
(43) %
Realignment of resources and other costs (5)
—
43.9
(43.9)
nm
Antitrust litigation costs (6)
0.8
4.3
(3.5)
(81) %
Adjusted EBITDA, excluding the items listed above
$ 560.2
$ 504.8
$ 55.4
11 %
Adjusted EBITDA margin
33.1 %
32.7 %
nm - not meaningful
*Excludes interest income of $1.9 million in the third quarter of 2026 and $2.7 million in the third quarter of 2025.
(1)
During the third quarter of 2026 and 2025, we recorded an accrual for legal and regulatory matters related to the 2017 cybersecurity incident of $0.2 million ($0.2 million, net of tax) and $0.3 million ($0.2 million, net of tax), respectively. See the Notes to this reconciliation for additional detail.
(2)
During the third quarter of 2025, we recorded a foreign currency gain of $0.1 million on certain intercompany loans. The impact was recorded to the Other income, net line item within the Consolidated Statements of Income. See the Notes to this reconciliation for additional detail.
(3)
During the third quarter of 2026 and 2025, we recorded $8.9 million ($6.4 million, net of tax) and $8.9 million ($6.2 million, net of tax), respectively, for acquisition-related costs other than acquisition amortization. These costs primarily related to integration costs resulting from recent acquisition activity and were recorded in operating income. See the Notes to this reconciliation for additional detail.
(4)
Argentina experienced multiple periods of increasing inflation rates, devaluation of the peso, and increasing borrowing rates. As such, Argentina was deemed a highly inflationary economy by accounting policymakers. During the third quarter of 2026 and 2025, we recorded a foreign currency loss of $0.4 million and $0.7 million, respectively, related to the impact of remeasuring the peso denominated monetary assets and liabilities as a result of Argentina being a highly inflationary economy. See the Notes to this reconciliation for additional detail.
(5)
During the third quarter of 2025, we recorded $43.9 million ($32.8 million, net of tax) of restructuring charges for the realignment of resources and other costs, which predominantly related to the reduction of headcount to support the Company's global strategic objectives. See the Notes to this reconciliation for additional detail.
(6)
During the third quarter of 2026 and 2025, we recorded costs related to antitrust litigation pertaining to our Workforce Solutions business unit in the amount of $0.8 million ($0.7 million, net of tax) and $4.3 million ($3.2 million, net of tax), respectively. See the Notes to this reconciliation for additional detail.
C. Reconciliation of operating income by segment to Adjusted EBITDA, excluding depreciation and amortization expense, other income, net, noncontrolling interest, accrual for legal and regulatory matters related to the 2017 cybersecurity incident, foreign currency impact of certain intercompany loans, acquisition-related costs other than acquisition amortization, Argentina highly inflationary foreign currency adjustment, realignment of resources and other costs, antitrust litigation costs and presentation of adjusted EBITDA margin for each of the segments:
(In millions)
Three Months Ended September 30, 2026
Workforce
Solutions
U.S.
Information
Solutions
International
General
Corporate
Expense
Total
Revenue
$ 693.9
$ 599.1
$ 399.5
—
$ 1,692.5
Operating income
306.3
145.4
63.1
(159.5)
355.3
Depreciation and amortization
50.3
66.0
52.6
25.5
194.4
Other (expense) income, net*
(0.1)
0.5
2.5
(1.0)
1.9
Noncontrolling interest
—
—
(1.7)
—
(1.7)
Adjustments (1)
0.4
—
7.1
2.8
10.3
Adjusted EBITDA
$ 356.9
$ 211.9
$ 123.6
$ (132.2)
$ 560.2
Operating margin
44.1 %
24.3 %
15.8 %
nm
21.0 %
Adjusted EBITDA margin
51.4 %
35.4 %
30.9 %
nm
33.1 %
nm - not meaningful
*Excludes interest income of $1.3 million in International and $0.6 million in General Corporate Expense.
(In millions)
Three Months Ended September 30, 2025
Workforce
Solutions
U.S.
Information
Solutions
International
General
Corporate
Expense
Total
Revenue
$ 649.4
$ 530.2
$ 365.3
—
$ 1,544.9
Operating income
284.5
123.3
57.7
(201.2)
264.3
Depreciation and amortization
47.2
62.8
48.1
25.2
183.3
Other income (expense), net*
—
0.6
0.8
(0.9)
0.5
Noncontrolling interest
—
—
(1.3)
—
(1.3)
Adjustments (1)
1.0
(0.1)
9.1
48.0
58.0
Adjusted EBITDA
$ 332.7
$ 186.6
$ 114.4
$ (128.9)
$ 504.8
Operating margin
43.8 %
23.2 %
15.8 %
nm
17.1 %
Adjusted EBITDA margin
51.2 %
35.2 %
31.3 %
nm
32.7 %
nm - not meaningful
*Excludes interest income of $2.4 million in International and $0.3 million in General Corporate Expense.
(1)
During the third quarter of 2026, we recorded pre-tax expenses of $0.2 million for an accrual for legal and regulatory matters related to the 2017 cybersecurity incident, $8.9 million for acquisition-related costs other than acquisition amortization, $0.4 million for a foreign currency loss related to the impact of remeasuring the peso denominated monetary assets and liabilities as a result of Argentina being a highly inflationary economy and $0.8 million of antitrust litigation costs.
During the third quarter of 2025, we recorded pre-tax expenses of $0.3 million for an accrual for legal and regulatory matters related to the 2017 cybersecurity incident, a $0.1 million foreign currency gain on certain intercompany loans, $8.9 million for acquisition-related costs other than acquisition amortization, a foreign currency loss of $0.7 million related to the impact of remeasuring the peso denominated monetary assets and liabilities as a result of Argentina being a highly inflationary economy, $43.9 million of restructuring charges for the realignment of resources and other costs and $4.3 million of antitrust litigation costs.
Notes to Reconciliations of Non-GAAP Financial Measures to the Comparable GAAP Financial Measures
Diluted EPS attributable to Equifax is adjusted for the following items:
Acquisition-related amortization expense - During the third quarter of 2026 and 2025, we recorded acquisition-related amortization expense of certain acquired intangibles of $59.9 million ($48.0 million, net of tax) and $62.7 million ($50.2 million, net of tax), respectively. We calculate this financial measure by excluding the impact of acquisition-related amortization expense and including a benefit to reflect the material cash income tax savings resulting from the income tax deductibility of amortization for certain acquired intangibles. These financial measures are not prepared in conformity with GAAP. Management believes excluding the impact of amortization expense is useful because excluding acquisition-related amortization, and other items that are not comparable, allows investors to evaluate our performance for different periods on a more comparable basis. Certain acquired intangibles result in material cash income tax savings which are not reflected in earnings. Management believes that including a benefit to reflect the cash income tax savings is useful as it allows investors to better value Equifax. Management makes these adjustments to earnings when measuring profitability, evaluating performance trends, setting performance objectives and calculating our return on invested capital.
Accrual for legal and regulatory matters related to the 2017 cybersecurity incident - Accrual for legal and regulatory matters related to the 2017 cybersecurity incident includes legal fees to respond to subsequent litigation and government investigations for both periods presented. During the third quarter of 2026 and 2025, we recorded an accrual for legal and regulatory matters related to the 2017 cybersecurity incident of $0.2 million ($0.2 million, net of tax) and $0.3 million ($0.2 million, net of tax), respectively. Management believes excluding these charges is useful as it allows investors to evaluate our performance for different periods on a more comparable basis. Management makes these adjustments to net income when measuring profitability, evaluating performance trends, setting performance objectives and calculating our return on invested capital. This is consistent with how management reviews and assesses Equifax's historical performance and is useful when planning, forecasting and analyzing future periods.
Foreign currency impact of certain intercompany loans - During the third quarter of 2025, we recorded a foreign currency gain of $0.1 million on certain intercompany loans. Management believes excluding this charge is useful as it allows investors to evaluate our performance for different periods on a more comparable basis. This is consistent with how management reviews and assesses Equifax's historical performance and is useful when planning, forecasting and analyzing future periods.
Acquisition-related costs other than acquisition amortization - During the third quarter of 2026 and 2025, we recorded $8.9 million ($6.4 million, net of tax) and $8.9 million ($6.2 million, net of tax), respectively, for acquisition-related costs other than acquisition amortization. These costs primarily related to transaction and integration costs resulting from recent acquisitions and were recorded in operating income. Management believes excluding this charge from certain financial results provides meaningful supplemental information regarding our financial results, since a charge of such an amount is not comparable among the periods. This is consistent with how our management reviews and assesses Equifax's historical performance and is useful when planning, forecasting, and analyzing future periods.
Income tax effects of stock awards that are recognized upon vesting or settlement - During the third quarter of 2025, we recorded a tax benefit of $0.5 million related to the tax effects of deductions for stock compensation in excess of amounts recorded for compensation costs. Management believes excluding this tax effect from financial results provides meaningful supplemental information regarding our financial results for the three months ended September 30, 2025 because these amounts are non-operating and relate to income tax benefits or deficiencies for stock awards recognized when tax amounts differ from recognized stock compensation cost. This is consistent with how management reviews and assesses Equifax's historical performance and is useful when planning, forecasting and analyzing future periods.
Argentina highly inflationary foreign currency adjustment - Argentina experienced multiple periods of increasing inflation rates, devaluation of the peso, and increasing borrowing rates. As such, Argentina was deemed a highly inflationary economy by accounting policymakers. We recorded a foreign currency loss of $0.4 million and $0.7 million during the third quarter of 2026 and 2025, respectively, as a result of remeasuring the peso denominated monetary assets and liabilities due to Argentina being highly inflationary. Management believes excluding this charge is useful as it allows investors to evaluate our performance for different periods on a more comparable basis. This is consistent with how management reviews and assesses Equifax's historical performance and is useful when planning, forecasting and analyzing future periods.
Charge related to the realignment of resources and other costs - During the third quarter of 2025, we recorded $43.9 million ($32.8 million, net of tax) of restructuring charges for the realignment of resources and other costs, which predominantly related to the reduction of headcount to support the Company's global strategic objectives. Management believes excluding these charges from certain financial results provides meaningful supplemental information regarding our financial results since a charge of such an amount is not comparable among the periods. This is consistent with how our management reviews and assesses Equifax's historical performance and is useful when planning, forecasting and analyzing future periods.
Antitrust litigation costs - Antitrust litigation costs include legal fees to respond to antitrust litigation pertaining to our Workforce Solutions business unit. During the third quarter of 2026 and 2025, we recorded costs related to antitrust litigation pertaining to our Workforce Solutions business unit in the amount of $0.8 million ($0.7 million, net of tax) and $4.3 million ($3.2 million, net of tax), respectively. Management believes excluding these charges is useful as it allows investors to evaluate our performance for different periods on a more comparable basis, as these legal matters are outside of the normal course of Equifax's continuing business operations. Management makes these adjustments to net income when measuring profitability, evaluating performance trends, setting performance objectives and calculating our return on invested capital. This is consistent with how management reviews and assesses Equifax's historical performance and is useful when planning, forecasting and analyzing future periods.
Adjusted EBITDA and EBITDA margin - Management defines adjusted EBITDA as consolidated net income attributable to Equifax plus net interest expense, income taxes, depreciation and amortization, and also excludes certain one-time items. Management believes the use of adjusted EBITDA and adjusted EBITDA margin allows investors to evaluate our performance for different periods on a more comparable basis.
Společnosti Waters a Quest Diagnostics od začátku roku 2027 zpřístupní domácí samoodběrový test BD Onclarity HPV, který FDA schválil pro domácí použití v dubnu 2026.
Patients across the U.S. will soon have access to a new cervical cancer test collected from the comfort of their own home—no stirrups, speculum, or in-person doctor’s visit needed.
The life sciences company Waters is partnering with Quest Diagnostics to make Waters’ BD Onclarity HPV assay test available for use at home. The partnership, announced Tuesday, will begin making self-collection kits available in early 2027. The kit was cleared by the Food and Drug Administration for at-home use in April 2026.
The test, which needs to be ordered by a clinician, will be delivered to patients. They can then collect a dry swab specimen and ship it back for testing, or drop it off at one of 2,000 Quest service centers.
The companies say the availability will allow cervical cancer screening to reach otherwise unserved or underserved populations.
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A need for preventionInfection with HPV—a virus typically transmitted through sexual activity—can be linked to nearly every case of cervical cancer. While most HPV types resolve on their own, certain high-risk genotypes can lead to cervical cancer when the infection persists.
Though it is the the fourth most common cancer in women—the American Cancer Society estimates there will be 13,490 new cases and 4,200 deaths in 2026—cervical cancer is among the most successfully treated forms of cancer, according to the World Health Organization. That makes regular testing crucial for prevention, but there are barriers to access.
Factors like geography, costs, lack of insurance, or lack of time to see a doctor can keep some patients from diagnostics and treatment. For others, it’s fear of a traditional pelvic exam that drives them away from testing. And for many others, it’s lack of awareness altogether.
NZD/USD Outlook: Westpac Sees 0.64 in 2027 After Near-Term Downgrade
Westpac analysts expect a weaker New Zealand Dollar (NZD) against the US Dollar (USD) this December, but see rising domestic rates supporting a recovery through 2027.
The New Zealand Dollar-to-US Dollar exchange rate climbed to around US$0.5684 on Tuesday morning, extending a five-day recovery of roughly 1.25% despite a sizeable downgrade to Westpac's near-term forecast.
Westpac now expects NZD/USD at 0.56 in December 2026, down from 0.59, as higher energy costs and borrowing rates weaken the outlook for consumption and investment.
The bank still sees the Kiwi recovering to 0.64 by December 2027, supported by a narrowing interest-rate disadvantage against the US.
The new path is lower than Westpac's previous recovery projections, but preserves the argument for a substantial rise next year.
That recovery would have to develop alongside a domestic economy that is growing more slowly than the bank previously expected.
Weaker demand changes the near-term outlook
Westpac senior economist Darren Gibbs has reduced his forecast for growth through 2027 by 0.3 percentage points to 2.7%.
He writes: "This downward revision reflects a less positive assessment of the outlooks for consumption and investment (including residential investment) considering the more elevated path assumed for energy prices and a higher near-term track for long-term interest rates".
Gibbs describes a housing market struggling to clear unsold homes: "House sales fell a further 4% in September-the seventh consecutive month of decline-to be 12% lower than a year earlier. With the stock of listings at an 11-year high, the median selling time remains elevated."
Higher mortgage costs make it harder for buyers to absorb that supply, while falling house prices give households less reason to increase spending.
A recovery in housing, Gibbs argues, requires a stronger economy: "Given upward pressures on mortgage rates, broader strength in the economy-including a stronger labour market-will likely be required to reverse this trend."
Monday's BNZ-BusinessNZ services survey recorded a fourth consecutive month of expansion, but September's reading of 50.9 was barely above the 50 threshold and slightly below August's revised result.
Retail remained in contraction, with the survey highlighting fuel costs and constrained household spending.
The economy is therefore still expanding unevenly, rather than showing the broad acceleration that would make higher interest rates easier to absorb.
A cheaper Kiwi helps exporters but raises import costs
A weaker currency would provide some relief for businesses selling abroad.
Gibbs says: "A partial offset to weaker growth in domestic demand is provided by a slightly more positive outlook for exports (particularly exports of manufactured goods and tourism inflows) because of a downward revision to our expectations for the NZ dollar."
Manufacturers and tourism operators can become more competitive when their costs are measured in foreign currencies, helping them attract demand while local households remain cautious.
The bank already sees evidence of that effect: "We think that the low value of the NZ dollar-in trade-weighted terms now at a 17-year low-helps to explain the recent strong performance in the previously moribund manufacturing sector, as well as tourist inflows from key markets such as Australia."
The same exchange-rate weakness makes imported fuel more expensive, however, adding to the inflation problem that could eventually bring the Reserve Bank of New Zealand back to tightening.
Westpac expects the RBNZ to pause on 28 October before raising rates in December, with the Official Cash Rate reaching 4% by September 2027.
Its US forecasts envisage much less additional tightening, allowing New Zealand's policy-rate gap to narrow and improving the relative return available on Kiwi assets.
Thursday's inflation report could challenge the pause
The September-quarter CPI release on 22 October is the immediate test of that policy sequence.
Westpac expects annual headline inflation to fall to 3.7% from 4.1%, but sees underlying measures firming to around 3%, near the top of the RBNZ's target band.
Lower headline inflation would therefore not necessarily remove pressure for higher rates if imported costs are spreading more widely.
Gibbs warns: "Upside surprises in core inflation would be an important development for the RBNZ ahead of the October OCR review, as this could suggest that the lower NZD and higher oil prices are boosting underlying price pressures by more and sooner than they may have expected."
NZD/USD Exchange Rate FAQ
Why has Westpac cut its NZD/USD forecast?
Higher energy costs and borrowing rates have weakened its outlook for domestic demand, prompting a lower December 2026 currency projection.
Does Westpac still expect the Kiwi to recover?
Yes. It forecasts NZD/USD at 0.64 in December 2027, supported by a narrowing interest-rate gap with the US.
What is the next important release?
September quarter inflation on 22 October could test Westpac's expectation of an October RBNZ pause.
The Euro-Dollar Rate Edges Higher as Crédit Agricole Raises Its ECB Rate Forecast The Euro is recovering against the US Dollar, but Crédit Agricole's higher ECB rate forecast still leaves it cautious about market tightening bets. The Euro-to-Dollar exchange rate recovered to $1.1230 on Tuesday morning, up 0.15% from Monday's close.
Latest Exchange Rates:
Euro to Dollar (EUR/USD): 1.121472 (+0.01%)
Pound to Dollar (GBP/USD): 1.334184 (+0.24%)
Dollar to Yen (USD/JPY): 158.16954 (-0.23%)
Crédit Agricole has raised its forecast for the European Central Bank's peak deposit rate to 3% in March 2027, adding another increase to its previous outlook.
Yet its new forecast remains below the eventual peak markets were pricing when the bank made the revision.
UBS separately expects EUR/USD to recover to $1.16 by end-2026 and $1.20 by June 2027, provided European risks become less damaging than investors fear.
The latest French unrest is an immediate test of that confidence.
More ECB tightening, but less than markets expect Crédit Agricole's Louis Harreau expects quarter-point increases in December and March, with an October rise still possible but unlikely.
Higher oil and gas prices have pushed the bank's inflation forecasts upwards, leaving underlying price growth uncomfortably high through next year.
Harreau writes: "In our view, our new inflation forecasts warrant deposit rate hikes until 3.0%. But as things stand currently, we see no reason for the ECB to hike to 3.25%."
"Of course, if gas prices continue increasing, then our core inflation forecasts would change and accordingly our ECB scenario."
The bank expects core inflation to peak in the first quarter of 2027 before easing, weakening the case for extending the hiking cycle beyond March.
Harreau writes: "Until March 2027, we are more or less aligned with the current market pricing (as we have upwardly revised our call and the market has de-priced some hawkishness)."
"Beyond March 2027, markets expect one more hike-by around July 2027. Again, we see this pricing as too high, but 3.25% is still within the limits of what is possible."
Harreau also identifies a larger disagreement further ahead, with markets not pricing the eventual cuts Crédit Agricole expects as inflation declines.
An upward revision to one bank's forecast therefore need not lift the Euro if investors are already assuming a stronger tightening cycle.
The ECB itself remains cautious about how widely expensive energy is spreading through the economy.
In her latest statement to the IMF's policy committee, Christine Lagarde said wage growth had shown no material response to the energy shock and that underlying inflation measures remained broadly stable in September.
She also noted that financing conditions had tightened as long-term interest rates rose.
French bond stress complicates the recovery That tightening can occur without another ECB decision.
Investors demanding a higher premium to lend to France can also raise funding costs for private borrowers, restraining activity and reducing the amount of additional monetary tightening required.
Crédit Agricole warns that either a sovereign crisis or the fiscal retrenchment needed to repair France's finances would hurt growth.
On Monday, French bonds sold off following weekend riots, with MarketWatch reporting that the 10-year yield rose nearly six basis points to 4.845% early in trading as investors questioned the government's ability to reduce its deficit.
UBS's recovery forecast, published before that unrest, depends partly on a budget agreement restoring confidence.
Its strategists Constantin Bolz and Clémence Dumoncel write: "Although the fiscal situation in France remains challenging and is unlikely to improve materially in the near term, we do not expect a broader European debt crisis."
"Instead, we believe some form of budget agreement is likely to be passed, potentially through the use of Article 49.3."
The bank expects an agreement to narrow France's borrowing premium over Germany and help the Euro recover.
A budget agreement could give the recovery more lasting support than the oversold conditions Scotiabank identified near $1.11.
UBS's longer-term currency forecast also relies on relief from Europe's energy bill.
The UBS strategists write: "With the situation in the Middle East unresolved and the Northern Hemisphere entering the winter season, it is difficult to envisage a significant near-term decline in energy prices. However, in our base case, we expect energy prices to moderate during 2027, particularly after the winter period with Brent oil prices approaching 80 USD/bbl next summer."
Oil and US yields could still pull the Euro lower Standard Chartered's Steve Englander cautions against treating the Euro's difficulties as exclusively French.
His analysis links the recent decline to higher US yields relative to Germany, widening borrowing premiums within the Eurozone and rising oil prices, while acknowledging that their separate effects are difficult to isolate.
Those risks are related: stronger US growth can lift Treasury yields while increasing concern about Europe's capacity to cope with higher borrowing costs.
Englander writes: "Alternatively, if the driver of higher yields is higher oil prices, all three EUR negatives could be pushing in the same direction simultaneously, as has been the case over the last seven weeks."
"Even having two of three factors pushing in the same direction is likely to be enough to put some downward pressure on the EUR. So while the market may pause to absorb recent moves, we could easily see a resumption of EUR depreciation down the road."
EUR/USD Exchange Rate FAQ What is UBS's EUR/USD exchange rate forecast?
UBS expects $1.16 by end-2026 and $1.20 by June 2027. Its recovery case includes lower energy prices and reduced French political uncertainty.
Does Crédit Agricole expect more ECB rate rises?
Yes. It forecasts quarter-point increases in December and March, taking the deposit rate to 3% in March 2027. That is an interest-rate projection, not an exchange-rate target.
Why might higher European rates fail to lift the Euro?
Some tightening is already priced in. Expensive energy and widening government borrowing premiums can also weaken growth and confidence in European assets.
Indian Rupee Forecast: BofA Sees USD/INR at 99 Despite Recovery The Indian Rupee is recovering, but BofA and MUFG expect renewed losses as RBI support leaves oil costs and underlying US Dollar demand unresolved. The Dollar-to-Rupee exchange rate fell to 94.72 early on Tuesday, down 0.29% on the day as the Indian currency extended its recovery.
The stronger Rupee is moving away from both Bank of America and MUFG's projections for renewed depreciation in 2027, despite central-bank measures that have curbed immediate demand for Dollars.
BofA forecasts USD/INR at 99 in September 2027, against MUFG's 97.50 for the same quarter.
That puts BofA's projection roughly 4.5% above Tuesday's rate.
Both banks' forecasts predate the latest US waiver of Russia-related sanctions and tariffs.
The waiver offers India relief from an additional trade threat, while the Reserve Bank of India's currency measures have already helped to reverse some Rupee weakness.
Neither development necessarily resolves the financing pressures behind the banks' forecasts.
Oil importers get relief, but Dollar demand can return BofA's Abhay Gupta identifies a cost to the RBI's success in reducing immediate demand for Dollars: some of that demand may simply have been postponed.
The measures divert state-owned oil importers' currency purchases away from the market, raise the cost of importers' forward hedging and signal tighter liquidity conditions.
That can make the Rupee less vulnerable to concentrated buying of Dollars, but protecting the exchange rate uses resources the central bank may later need to replenish.
Gupta writes: "However, these steps would still weigh on the RBI's net FX reserves which would need to be re-built in the future."
"Thus, it does little more than provide a near-term respite for INR while increasing the medium-term challenges for the RBI, in our view. Similarly, discouraging importers' forward hedging would create pent-up demand for hedging as and when these measures are reversed."
Hedging allows an importer to secure an exchange rate for a future payment.
Making it more expensive can discourage that transaction today without removing the underlying need to pay an overseas supplier later.
Gupta nevertheless favours a dedicated facility for oil imports: "FX window for oil import demand is a more effective usage of RBI's reserves, rather than broad-based market intervention. Diverting oil importer demand would be the most impactful (assuming take-up is higher than previously announced USD credit line in Apr'26) as it reduces the effective CA gap for market to less than USD 10Bn in 4Q (which will still need RBI smoothing in the market)."
The current-account financing gap left for the market would shrink, but only if importers make sufficient use of the facility.
The US waiver changes the risks around the forecasts President Donald Trump's executive order waives new duties and sanctions under the Graham Act, including additional tariffs aimed at major buyers of Russian energy.
The order leaves earlier sanctions under existing executive orders intact, and the waivers can be reconsidered by the US administration.
For India, the pause eases the threat of a further 100% US tariff linked to purchases of Russian oil, as The Indian Express reports.
Our reading is that this reduces an external risk to the Rupee, but does not by itself establish that India's energy import bill will fall enough to reverse the banks' currency outlooks.
Before the waiver, MUFG's Michael Wan identified several sources of demand for foreign currency:
"A wider current-account deficit, elevated oil prices and continued gross FDI repatriation linked to India's strong IPO pipeline remain sources of dollar demand."
Foreign investors converting proceeds from Indian investments into overseas currency can put pressure on the Rupee even when domestic growth is healthy.
That problem was already evident in MUFG's earlier assessment of persistent Dollar demand despite larger RBI reserves.
The latest measures have had a more immediate effect on trading, according to Wan:
"The steps reduced speculative NDF demand and spot dollar buying, helping reverse part of the earlier rupee weakness, although the adjustment came with higher hedging costs and thinner liquidity in onshore forwards."
NDFs are non-deliverable forward contracts used to trade currencies offshore, while onshore forwards allow participants to agree a future exchange rate in India.
Higher rates may already be reflected in market prices The RBI has raised its repo rate to 5.50%, but MUFG questions whether the central bank will deliver all the tightening investors have anticipated.
Wan says: "We think the RBI has turned hawkish, but not enough to validate the tightening already priced into INR rates."
"We maintain one further 25bp hike in February 2027, taking the repo rate to 5.75%, with some risk that it eventually reaches 6.00%."
BofA sees a greater risk that defending the currency will ultimately require a more aggressive hiking cycle.
Gupta writes: "With domestic pressures (strong growth, higher inflation) well-aligned towards need for tighter monetary policy, these measures raise the risks of RBI undertaking more aggressive hiking cycle to lean-on rate-differentials to support INR."
For MUFG, cheaper Rupee valuations and softer short-term US yields offer support alongside RBI intervention.
Its forecast nevertheless allows renewed depreciation without a disorderly sell-off: "For FX, we continue to see USD/INR moving gradually higher over time, but with the topside capped by RBI intervention."
USD/INR Exchange Rate FAQ What do BofA and MUFG forecast for USD/INR?
BofA projects 99 for September 2027, while MUFG expects 97.50 in the third quarter. Both imply a weaker Rupee than Tuesday's 94.72 rate.
Why can the Rupee weaken despite RBI support?
Intervention can reduce immediate market pressure, but oil payments and investors repatriating funds still create demand for Dollars. BofA also warns that deferred hedging demand can return.
Does the US waiver remove all Russia-related sanctions?
No. The order waives new measures under the Graham Act while leaving earlier sanctions under existing executive orders intact.
Get the most out of every indoor bike ride or virtual race with multidirectional motion, precise performance measurements and a built-in cassette or Zwift Cog and Click option for effortless setup out of the box
, /PRNewswire/ -- Garmin (NYSE: GRMN) today announced Tacx® Nēra, a powerful and connected indoor smart trainer purpose built for cyclists with realistic motion along with power and cadence accuracy within 1%. The latest smart trainer also includes a preinstalled cassette for simple setup or comes Zwift Ready™ with a preinstalled Zwift Cog and Click for seamless virtual shifting and more in Zwift and ROUVY1.
Purpose-built for cyclists, the Tacx Nēra from Garmin is a powerful and connected indoor smart trainer with integrated movement and precise performance measurements.
"We are excited to expand our indoor smart trainer lineup with the addition of Tacx Nēra. Designed for passionate cyclists who are looking to take their indoor training more seriously, this trainer delivers an unbeatable combination of performance features at an incomparable value with its realistic ride feel, seamless integration with other Garmin products and effortless ease of use."
—Susan Lyman, Garmin Vice President of Consumer Sales and Marketing
Power through every ride
Multidirectional movement: Built-in motion pods deliver forward, backward and side-to-side movement, providing a more immersive, comfortable and realistic ride experience.
Accurate and powerful: When training or racing, power and cadence measurements are accurate to within 1%. The trainer also simulates grades up to 20% and supports sprint efforts up to 2,200 watts.
Easy setup: A preinstalled cassette makes this trainer ride-ready right out of the box. Tacx Nēra is also offered as Zwift Ready with a preinstalled Zwift Cog and Click for seamless and silent virtual shifting while training, racing or riding in Zwift or ROUVY1. Cyclists who purchase the Zwift Ready option and are new subscribers can get a free Zwift membership offer.
Race mode: Get an ultra-fast response to attacks and breakaways during virtual racing sessions in select training apps.
Connected features: Easily set up the trainer in the Tacx Training™ app and access a full library of free workouts. With a premium plan (free for 45 days with the purchase of a Tacx Nēra), cyclists can also ride real courses from around the world, compete in challenges and earn badges. Riders can also set up free Garmin Coach training plans in the Garmin Connect™ app, then view and complete them in the Tacx Training app.
Built-in Wi-Fi®: Enjoy a fast connection during virtual racing sessions in Zwift or ROUVY1 with integrated Wi-Fi.
Climb higher: Pair with Tacx Alpine, the gradient simulator that mimics grades from up to 25% and down to -10%, for an even more immersive ride. And take advantage of virtual steering and more in-app features when riding with compatible training apps like the Tacx Training app and Zwift.
Seamless integration: Connect a compatible Edge® cycling computer or smartwatch for seamless training and control. Plus see indoor and outdoor rides in greater detail in Garmin Connect, along with off-the-bike health and recovery stats from a compatible smartwatch or smart band for a more holistic view of overall cycling fitness and performance.
Available now, both Tacx Nēra and Tacx Nēra with Zwift Cog and Click have a suggested retail price of $999.99. To learn more, visit Garmin.com.
Engineered on the inside for life on the outside, Garmin products have revolutionized life for runners, cyclists, swimmers and athletes of all levels and abilities. Committed to developing technology that helps people stay active and elevate performance, Garmin believes every day is an opportunity to innovate and a chance to beat yesterday. Visit the Garmin Newsroom, email our media team, connect with @garmincycling on social, or follow our blog.
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About Garmin International, Inc. Garmin International, Inc. is a subsidiary of Garmin Ltd. (NYSE: GRMN). Garmin Ltd. is incorporated in Switzerland, and its principal subsidiaries are located in the United States, Taiwan and the United Kingdom. Garmin, Tacx and Edge are registered trademarks and Tacx Training and Garmin Connect are trademarks of Garmin Ltd. or its subsidiaries. Wi-Fi is a registered trademark of the Wi-Fi Alliance. All other brands, product names, company names, trademarks and service marks are the properties of their respective owners. All rights reserved.
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This release includes forward-looking statements regarding Garmin Ltd. and its business. Such statements are based on management's current expectations. The forward-looking events and circumstances discussed in this release may not occur and actual results could differ materially as a result of known and unknown risk factors and uncertainties affecting Garmin, including, but not limited to, the risk factors listed in the Annual Report on Form 10-K for the year ended December 27, 2025, filed by Garmin with the Securities and Exchange Commission (Commission file number 0-31983). Copies of such Form 10-K are available at https://www.garmin.com/en-US/investors/sec/. No forward-looking statement can be guaranteed. Forward-looking statements speak only as of the date on which they are made and Garmin undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events, or otherwise.
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Sivers Semiconductors získala první objednávky pro sériovou výrobu od strategického zákazníka v oblasti LiDARu; dodávky laserů a optických zesilovačů začnou ve 4. čtvrtletí 2026.
Strategic LiDAR Customer Initiates Production Orders with Sivers SemiconductorsPR Newswire
KISTA, Sweden, Oct. 20, 2026
Shipments will begin in Q4 2026 against rolling production orders as the automotive and industrial sensing programs move into production phase in 2027
, /PRNewswire/ -- Sivers Semiconductors AB (STO: SIVE), a global leader in photonics and wireless technologies, today announced that its strategic LiDAR customer has initiated production orders for its automotive and industrial sensing customers.
Sivers will supply the continuous-wave distributed feedback (CW DFB) lasers and optical amplifiers powering the customer's LiDAR platforms, positioning the company to support growing demand as production scales.
"We are pleased to see this strategic program advance from design-win to production, with our customer placing first production orders," said Alex McCann, Managing Director of Sivers Semiconductors' photonics business. "This key milestone reflects confidence in our technology, our production facility and its reliability to meet the customer's requirements for volume production. As the program scales, we expect rolling production orders placed to lead times, in line with our customer's multi-year production forecasts."
As announced in March 2026, the program represents a significant long-term opportunity, with estimated cumulative revenue potential of USD 53 million to USD 138 million over the customer's product lifecycle. The opportunity comes amid strong growth in automotive LiDAR, with Yole Group projecting the global market to expand from USD 861 million in 2024 to USD 3.8 billion by 2030, representing a compound annual growth rate of 28 percent. Beyond automotive applications, LiDAR is gaining traction in industrial markets, including robotics and autonomous machinery.
For more information, please visit https://www.sivers-semiconductors.com/.
About Sivers Semiconductors
We are Critical Enablers of a Greener Data Economy with Energy Efficient Photonics & Wireless Solutions. Our differentiated high-precision laser and RF beamformer technologies help our customers in key markets such as AI Data Centers, SATCOM, Defense, and Telecom solve essential performance challenges while enabling a much greener footprint. Visit us at: www.sivers-semiconductors.com.
Forward-looking statements
This press release contains forward-looking statements, including statements regarding expected orders, the timing and scale of the customer's production ramp, deliveries, market development and revenue potential. Such statements are based on current expectations and are subject to risks and uncertainties, including the customer's production plans, end-market demand and Sivers' manufacturing capacity, which could cause actual results to differ materially. Sivers undertakes no obligation to update any forward-looking statements, except as required by applicable law.
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Acquisition strengthens Flex's Cloud and Power Infrastructure portfolio with differentiated grid-forming and power conversion technology
, /PRNewswire/ -- Flex (NASDAQ: FLEX) today announced that it has completed its acquisition of EPC Power, a leading provider of intelligent power conversion solutions for data center and grid applications.
EPC Power is now part of Flex's Cloud and Power Infrastructure segment, expanding the company's capabilities across power, cooling and compute to address growing demand for higher-density AI infrastructure and next-generation 800V data center power architectures.
"We are pleased to welcome the EPC Power team to Flex," said Revathi Advaithi, Chief Executive Officer of Flex. "EPC Power adds differentiated power conversion and grid-forming technology to our capabilities across power, cooling and compute. Together, we can help customers address the growing power demands of AI infrastructure with more efficient, resilient and integrated solutions."
EPC Power combines proprietary hardware, software and controls with U.S.-based engineering and manufacturing. With more than 15 GW deployed, its technology supports grid stabilization and backup power, and its platform is engineered to support next generation 800V data center power architectures.
Flex plans to separate its Cloud and Power Infrastructure segment into an independent publicly traded company, Axiom Solutions International, Inc., in the first calendar quarter of 2027.
About Flex
Flex (Reg. No. 199002645H) is the manufacturing partner of choice that helps leading brands design, build, and manage products that improve the world. With a global footprint spanning 30 countries, Flex delivers advanced manufacturing and supply chain solutions, innovative products and technology, and lifecycle services that support customers from concept to scale. In the AI era, Flex is helping customers accelerate data center deployment by solving power, heat, and scale challenges through cutting-edge power and cooling technology and scalable IT infrastructure solutions. For information about Flex's intent to spin off its Cloud and Power Infrastructure portfolio, visit: https://flex.com/transaction-resources.
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Flex Investors & Analysts
Michelle Simmons
Senior Vice President, Global Investor Relations and Public Relations
(669) 242-6332
[email protected]
This communication contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Words such as "anticipate," "believe," "expect," "intend," "may," "plan," "project," "will," and similar expressions identify forward-looking statements. These forward-looking statements include, without limitation, statements regarding the planned spin-off of our cloud and power infrastructure business into an independent, publicly traded company; the expected timing of the spin-off and the ability to complete the spin-off; the anticipated benefits of the spin-off, including enhanced strategic focus, financial flexibility, and value creation for shareholders; the expected tax-free treatment of the spin-off for U.S. federal income tax purposes; the expected future performance of each company following completion of the spin-off; management changes and leadership of each company; and statements about business strategies, growth opportunities, market position, and financial outlook for each company. These forward-looking statements are based on current expectations, estimates, and assumptions involving risks and uncertainties that could cause actual outcomes and results to differ materially from those anticipated by these forward-looking statements. Readers are cautioned not to place undue reliance on these forward-looking statements.
Risks and uncertainties related to the proposed spin-off include, but are not limited to: uncertainties as to whether the spin-off will be completed and the timing thereof; the possibility that various conditions to the completion of the spin-off may not be satisfied or waived; the possibility that the spin-off will not qualify for the expected tax-free treatment for U.S. federal income tax purposes; the risk that the spin-off may be more difficult, time-consuming, or costly than expected, including the impact on Flex Ltd.'s ("Flex") resources, systems, procedures, and controls; the possibility that the strategic, operational, and financial benefits of the spin-off may not be achieved or may take longer to achieve than expected; the failure to obtain, or delays in obtaining, required legal, regulatory or other approvals necessary to complete the spin-off; disruption from the spin-off, including potential adverse effects on relationships with customers, suppliers, employees, and other business partners; competitive responses to the announcement or completion of the spin-off; diversion of management's attention from ongoing business operations; the possibility of disputes, litigation, or unanticipated costs in connection with the spin-off; uncertainty regarding the financial performance of either company following the spin-off; negative effects of the announcement or pendency of the spin-off on the market price of Flex's securities and/or on Flex's financial performance; the ability to achieve anticipated capital structures, credit ratings, and financing in connection with the spin-off; the ability to retain key personnel; impacts of geopolitical conflicts; and any changes in general economic and/or industry-specific conditions. Additional information concerning risks relating to our business is described under "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" in our most recent Annual Report on Form 10-K and in our subsequent filings with the U.S. Securities and Exchange Commission (the "SEC"). All forward-looking statements are made as of the date hereof, and Flex assumes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by applicable law.
Important Information and Where to Find It
In connection with the proposed spin-off, Flex has filed relevant materials with the SEC, including, among other filings, a proxy statement on Schedule 14A on October 5, 2026. The proxy statement has been mailed or otherwise disseminated to shareholders of Flex seeking their approval of the spin-off-related proposals. In addition, a registration statement on Form 10 (the "Form 10") has been filed with the SEC by Axiom Solutions International, Inc. ("Axiom") with respect to its common stock. This communication is not a substitute for the proxy statement and Form 10 or any other document that may be filed with the SEC by Flex or Axiom. INVESTORS AND SECURITY HOLDERS ARE URGED TO READ THE PROXY STATEMENT, THE FORM 10 AND ANY OTHER RELEVANT DOCUMENTS THAT HAVE BEEN FILED OR WILL BE FILED BY EACH OF FLEX AND AXIOM WITH THE SEC IN CONNECTION WITH THE PROPOSED SPIN-OFF (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO) CAREFULLY AND IN THEIR ENTIRETY BECAUSE THEY CONTAIN OR WILL CONTAIN IMPORTANT INFORMATION ABOUT FLEX, AXIOM, THE PROPOSED SPIN-OFF AND RELATED MATTERS. Investors are able to obtain free copies of the proxy statement and Form 10 and other relevant documents (when they become available) that have been or will be filed by each of Flex and Axiom with the SEC on the SEC's website at http://www.sec.gov. Investors also are able to obtain free copies of the proxy statement and other relevant documents filed by Flex with the SEC from the investor relations page on Flex's website at investors.flex.com.
AA Financial Advisors ve třetím čtvrtletí snížila svůj podíl ve společnosti Tesla o 35,8 % prodejem 8 810 akcií; na konci období držela 15 831 akcií v hodnotě 5,617 milionu USD.
AA Financial Advisors LLC lessened its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 35.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,831 shares of the electric vehicle producer’s stock after selling 8,810 shares during the period. AA Financial Advisors LLC’s holdings in Tesla were worth $5,617,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently modified their holdings of TSLA. Clear Trail Advisors LLC lifted its holdings in Tesla by 1.6% during the 1st quarter. Clear Trail Advisors LLC now owns 1,628 shares of the electric vehicle producer’s stock valued at $605,000 after buying an additional 25 shares in the last quarter. Peirce Capital Management LLC grew its stake in Tesla by 1.5% in the second quarter. Peirce Capital Management LLC now owns 1,657 shares of the electric vehicle producer’s stock worth $697,000 after purchasing an additional 25 shares in the last quarter. Retirement Planning Group LLC NY grew its stake in Tesla by 3.8% in the first quarter. Retirement Planning Group LLC NY now owns 713 shares of the electric vehicle producer’s stock worth $265,000 after purchasing an additional 26 shares in the last quarter. Phillip James Consulting Co. increased its holdings in Tesla by 8.7% during the 1st quarter. Phillip James Consulting Co. now owns 326 shares of the electric vehicle producer’s stock worth $121,000 after purchasing an additional 26 shares during the period. Finally, Cadence Wealth Management LLC increased its holdings in Tesla by 4.7% during the 1st quarter. Cadence Wealth Management LLC now owns 580 shares of the electric vehicle producer’s stock worth $216,000 after purchasing an additional 26 shares during the period. Institutional investors own 66.20% of the company’s stock.
Trending Headlines about Tesla Here are the key news stories impacting Tesla this week:
Positive Sentiment: Roadster enthusiasm and SpaceX speculation supported sentiment. Tesla’s thruster-powered Roadster demonstration, along with Elon Musk’s claims about future autonomy and “sentience,” generated investor interest. Commentary also revived speculation that SpaceX could acquire or merge with Tesla, although analysts stressed that such a transaction would be complex and remains unconfirmed. Tesla’s Roadster Reveal Hints at 2 Much Bigger Moves Positive Sentiment: Florida policy comments added to the Roadster catalyst. Florida Governor Ron DeSantis said he would work to make the flying Roadster legal in the state, helping Tesla outperform smaller EV peers. The commercial opportunity remains highly uncertain because Tesla has not established pricing, production scale or regulatory approval. Tesla Rises as DeSantis Vows to Make Flying Roadster Legal in Florida Positive Sentiment: Shareholders will vote on board continuity. Tesla asked investors to re-elect Musk, Chair Robyn Denholm and JB Straubel at the December annual meeting. The proposal maintains the current leadership structure, which may reassure supporters of Tesla’s AI, robotaxi and robotics strategy. Tesla Asks Shareholders to Re-elect Musk, Denholm and Straubel Neutral Sentiment: Q3 earnings are the immediate trading event. Tesla reports after Wednesday’s close. Estimates generally call for about $27.8 billion-$27.9 billion in revenue and roughly $0.43-$0.44 in adjusted EPS, below the prior-year EPS figure. Options markets imply a potentially large post-earnings move, making margin commentary, deliveries, FSD monetization and capital spending particularly important. How Much Tesla Stock Is Expected to Move After Earnings Negative Sentiment: Profitability and valuation remain major risks. Analysts expect earnings to decline, with gross-margin pressure and substantial spending on AI, chips, Optimus and robotaxis potentially limiting near-term profits. At a very elevated valuation, Tesla may need to materially exceed expectations to sustain the rebound. Tesla’s Biggest Earnings Risk May Be Its Bullish Sentiment Positive Sentiment: A federal appeals court decision reduced legal overhang. A Ninth Circuit ruling decertified a class action involving Tesla’s self-driving claims, a potentially favorable development for litigation risk, although it does not eliminate all legal or regulatory exposure. US Appeals Court Overturns Class Action Lawsuit Over Tesla Self-Driving Claims Insider Activity at Tesla In related news, CFO Vaibhav Taneja sold 2,606 shares of the company’s stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $360.13, for a total value of $938,498.78. Following the completion of the transaction, the chief financial officer owned 25,972 shares of the company’s stock, valued at approximately $9,353,296.36. This represents a 9.12% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 19.90% of the stock is owned by company insiders. Analysts Set New Price Targets Several research firms recently weighed in on TSLA. TD Cowen restated a “buy” rating on shares of Tesla in a report on Friday, August 14th. Morgan Stanley reiterated a “reduce” rating on shares of Tesla in a report on Monday, September 14th. UBS Group reissued a “buy” rating and set a $391.00 target price (up from $385.00) on shares of Tesla in a research report on Wednesday, October 7th. Citizens Jmp started coverage on shares of Tesla in a report on Thursday, July 9th. They issued a “market perform” rating for the company. Finally, William Blair reaffirmed a “market perform” rating on shares of Tesla in a research report on Thursday, July 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, sixteen have given a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $415.07.
Check Out Our Latest Research Report on Tesla
Tesla Stock Performance Shares of TSLA stock opened at $368.06 on Tuesday. The business has a fifty day moving average of $360.72 and a 200 day moving average of $377.03. Tesla, Inc. has a 1 year low of $297.38 and a 1 year high of $498.83. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.94 and a quick ratio of 1.55. The firm has a market capitalization of $1.45 trillion, a price-to-earnings ratio of 394.13, a price-to-earnings-growth ratio of 22.59 and a beta of 1.92.
Tesla (NASDAQ:TSLA – Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The electric vehicle producer reported $0.33 earnings per share for the quarter, missing the consensus estimate of $0.50 by ($0.17). The business had revenue of $28.24 billion during the quarter, compared to analyst estimates of $26.42 billion. Tesla had a return on equity of 3.82% and a net margin of 3.67%. Tesla’s quarterly revenue was up 25.5% compared to the same quarter last year. During the same quarter last year, the company posted $0.33 EPS. As a group, research analysts expect that Tesla, Inc. will post 0.71 earnings per share for the current year.
Tesla Profile (Free Report)
Tesla, Inc is an electric vehicle and clean energy company headquartered in Austin, Texas. Founded in 2003, the company designs, manufactures and sells electric vehicles, including the Model S, Model 3, Model X, Model Y and Cybertruck. Tesla also develops vehicle software, driver-assistance features and related services intended to support the operation and ownership of its vehicles.
Beyond automobiles, Tesla produces energy storage products for residential, commercial and utility-scale applications, including the Powerwall and Megapack.
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ARK Invest očekává, že akcie Tesla do roku 2031 dosáhnou hodnoty 4 400 USD, což představuje potenciál růstu přibližně o 1 096 %, především díky robotaxi a Optimusu.
Cathie Wood-led ARK Invest predicts that Elon Musk-led Tesla Inc.‘s (NASDAQ:TSLA) stock could see nearly a 1,100% increase in its value by 2031, thanks to the company’s Robotaxis and the Optimus humanoid robot.
Cathie Wood’s Bear Case Sees Nearly 800% UpsideAccording to a report published by ARK on Monday, the investment firm pointed to a base case price target of $4,400/share for Tesla by 2031, a bear case of $3,300 per share and a bull case of $5,000 per share.
With Tesla currently trading at $367.29 during overnight trading on Monday, ARK’s base case scenario for the stock sees a roughly 1096% upside by 2031, while the bull case of $5,000 sees a nearly 1261% upside based on Tesla stock’s value at press time. The bear case scenario also sees a nearly 800% upside.
Robotaxis Playing a Major RoleThe investment firm said in the report that the “robotaxi will account for ~80% of Tesla’s enterprise value in 2031,” while also predicting that Tesla will offer “Optimus Robot-as-a-Service (RaaS)” that will be responsible for $215 billion in revenue. Robotaxis will bring in $753 billion in revenue for the EV maker, ARK said.
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The model puts Tesla’s valuation at roughly $16.4 trillion, with Robotaxis comprising $13.31 trillion of that figure. ARK also predicts Tesla could sell 10.2 million vehicles by 2031 as its base case, with 8.1 million Robotaxis on the road.
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The report then said that Tesla took nearly 7 months to report 1 million unsupervised driving miles, which was four times faster than Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo, while the Cybercab will enable 40% lower operational costs per mile compared to Waymo at “equal utilization rates.”
The Optimus FactorThe report also pointed out that the humanoid robot sector will represent a $26 trillion total addressable market and that Tesla’s external deployments could scale to 1 million units by 2031. “Based on our research, Optimus will hit human level proficiency at ~4,000 MW (megawatts) or ~4 GW (gigawatts) of compute in 2031,” ARK said.
On Terafab chip manufacturing facility, ARK said that SpaceX would likely be footing a larger portion of the capex, while Tesla will focus on “building the initial research arm at an estimated cost of $3 billion,” and expand its AI spending to nearly $225 billion by the year 2031.
“While our model assesses Tesla as a standalone business, a SpaceX-Tesla merger could take place within the next five years,” ARK said, predicting that a SpaceX-Tesla merger was going to happen.
The investment firm also said that Tesla’s “cash-generative robotaxi network could help fund SpaceX’s ambitious plans for orbital data centers.” ARK also said that SpaceX’s “compute-intensive frontier AI models” would help with Optimus deployments.
“Combined, we estimate that SpaceX and Tesla could generate $3.8 trillion in revenue and $2.7 trillion in EBIT15 by 2031,” the report said, with SpaceX responsible for 62% of the revenue and 69% of EBIT.
However, risks and challenges to the predictions remain, with a slower Robotaxi ramp being the primary risk to the model. “Elon Musk’s sudden departure, a natural disaster, or a pandemic” also remain key headwinds to the investment firm’s predictions.
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Check out more of Benzinga’s Future Of Mobility coverage by following this link.
Google rozšiřuje pilotní program náborových pohovorů pro softwarové inženýry, v němž mohou kandidáti při kódovacích pohovorech využívat Gemini, a u všech těchto pozic vyžaduje znalosti AI.
AI is changing how Google employees work — and how Google hires them.
The company has been testing several AI-related changes to its hiring process for software engineers, according to documents reviewed by Business Insider. These changes, which Google has been rolling out in phases throughout this year, include allowing the use of AI in coding interviews and permitting interviewers to use Gemini to give candidates feedback.
Many engineers are also now expected to show some degree of AI fluency as a bare minimum, the documents show.
In May, Business Insider reported that Google was piloting ways to integrate AI into the interview process with a small handful of orgs. This included a new "code comprehension" interview in which candidates are assessed on AI fluency and prompt engineering. Candidates can also use Google's Gemini AI as an assistant during the interview.
The new formats have since been rolled out more broadly across the company, according to the internal documents. However, a spokesperson said they were still considered to be in the pilot phase for now.
"We're piloting updates to our interview process for software engineers, including evaluating for AI fluency, to be more reflective of how our teams are operating," Brian Ong, vice president of recruiting at Google, told Business Insider in a statement.
Like other companies, Google is adapting its hiring process to keep pace with the huge transformation AI is having on software engineering. As developers increasingly rely on AI coding assistants, hiring companies want to know how competent they are with these tools.
In April, Google said that three-quarters of new code created at the company is generated by AI and reviewed by humans, a trend that has since continued across the tech industry. Google has said that its employees are increasingly using the company's own Gemini models to both improve other Google products and to build the next generation of Gemini.
The documents say that for some roles, including software engineering, AI fluency and AI product integration are now used as measures of a candidate's abilities. A Google spokesperson said that AI fluency is a requirement for all software engineering jobs, while AI product integration is required for most roles outside entry-level positions.
Google is also piloting the use of Gemini for interview transcription and note-taking in some job interviews conducted via the company's videoconferencing platform, Google Meet, one document shows.
Google wants to speed up the feedback process using AI, too. The same document states that Google is working to enable interviewers to use Gemini to draft role-tailored feedback.
As Google builds out this new interview system, employees were told they may be asked to participate in some of the pilots — but were warned against using AI tools to generate their own interviewing "solutions."
"Do not use GenAI or LLMs to create your own standalone solutions or agents for hiring or interviewing use cases," the document states, referring to large language models.
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Amazon v roce 2027 investuje v Německu více než 16 miliard EUR do cloudu, umělé inteligence, satelitního internetu a médií, včetně 4,8 miliardy EUR do AWS ve Frankfurtu.
Amazon (AMZN.O) plans to invest more than €16 billion (about $18 billion) in Germany in 2027, the company said on Tuesday, to expand its cloud computing, AI, satellite internet and media businesses.
The investment is the e-commerce giant's latest move to grow its European operations as it races to expand cloud infrastructure across the region amid surging demand for AI services and growing competition among technology firms.
The package, announced at the Invest in Germany Summit in Berlin, adds to more than €100 billion Amazon says it has invested in the country since 2010.
The latest investment includes €4.8 billion to expand Amazon Web Services' Frankfurt cloud region and AI infrastructure.
It also includes new logistics projects expected to create more than 3,000 jobs, development of the Amazon Leo satellite broadband network, and new Prime Video productions.
Amazon also plans to open a second robotics and AI research lab in Berlin.
Tuesday's commitment follows a €10 billion investment announced in June 2024 to expand its cloud infrastructure and logistics network in Germany, including €8.8 billion for AWS data centres.
European airfares will see their "biggest increase in history" next year, Ryanair (RYA.I) CEO Michael O'Leary said on Tuesday, with airlines largely unhedged against higher jet fuel costs.
O'Leary forecast there would be fewer seats available next year as a result of bankruptcies and takeovers among airlines, which together with the unhedged positions would result in fares increasing by as much as 20%.
"You're going to see airfares rise next year in Europe, I think by 10, 15, maybe 20%. You're going to see the biggest increase in airfares, I would say, in history in Europe for the next 12 months," O'Leary told a news conference in Brussels.
The Iran war has driven jet fuel prices sharply higher, squeezing margins for airlines that were unhedged.
O'Leary said that Ryanair and other European airlines had strong hedge positions on jet fuel for 2026, adding that Europe's largest airline was 80% hedged at $67 per barrel to March 2027 when the conflict began at the end of February.
The Ryanair CEO said that from April 2027 most European airlines had very little hedging in place. Ryanair has just 15% of its fuel costs for next year at $85 a barrel, compared with spot rates around double that level, he said.
BOEING 737 MAX 10 CERTIFICATION
O'Leary was in Brussels to announce he was cutting 20 routes and more than a million seats from Belgium for the airline's winter schedule after Belgian plans to increase its aviation tax to €7 in January from €2 now.
The industry veteran also said he was optimistic that US certification of the Boeing (BA.N) 737 MAX 10 will be completed this month, allowing Ryanair to receive 16 planes in early 2027.
"Boeing are hoping to have the MAX 10, the new aircraft, certified before the end of October ... We're pretty optimistic that that date will be hit," O'Leary told Reuters.
US Transportation Secretary Sean Duffy is expected to announce the Federal Aviation Administration has approved the long-delayed 737 MAX 10 on Tuesday after a glitch with its navigation software threatened further delay to certification.
Akcie společnosti Nvidia se obchodují za něco málo přes 27násobek zisku za posledních 12 měsíců, což je nejnižší úroveň od června 2019, protože zisk roste rychleji než cena akcií.
In early 2024, the man known as the "Dean of Valuation" viewed Nvidia (NVDA +1.38%) as ridiculously overpriced. New York University finance professor and author Aswath Damodaran posted on X (the social media platform formerly known as Twitter) that the stock "is a bridge too far for me." He slashed his Nvidia position by half.
Since then, Nvidia has become the world's largest company by market cap. Its share price has nearly tripled. You might think that the chipmaker's valuation would be even more concerning now than it was in 2024. However, an interesting thing has happened with Nvidia along the way. Believe it or not, the stock hasn't been this cheap in seven years -- and only one explanation makes sense.
Image source: Nvidia. Image source: Nvidia.
Historically cheap Nvidia's shares currently trade at slightly above 27 times trailing 12-month earnings, according to YCharts. The last time the stock's price-to-earnings (P/E) ratio was at that level was in June 2019.
NVDA PE Ratio data by YCharts
Over the last 10 years, Nvidia's average trailing P/E ratio was 61.3. Its earnings multiple today is less than half that amount.
To be sure, Nvidia still doesn't look cheap by most standards. The S&P 500 (^GSPC +0.41%) sports a trailing P/E ratio of 24.9. Based on the S&P 500 Shiller CAPE (cyclically-adjusted price-to-earnings) ratio, the index is near its second-highest valuation ever.
Nvidia isn't even the least expensive among its "Magnificent Seven" peers. Google parent Alphabet (GOOG +0.96%) (GOOGL +1.05%), Amazon (AMZN +4.98%), and Facebook parent Meta Platforms (META -0.55%) All have lower trailing earnings multiples.
But none of these comparisons negate the fact that Nvidia is historically cheap. Importantly, the stock's forward P/E ratio (which is based on analysts' earnings projections) is lower than all of the other Magnificent Seven stocks.
NVDA Nvidia$217.09+$2.96 (+1.38%)
NASDAQ · As of 4:00 PM ET 10/19/26
The best (and only) explanation There are several possible explanations for why a company's earnings multiple might be at the lowest level in years. For example, its business could be deteriorating. Competition could be intensifying to a worrisome extent. However, those clearly don't apply to Nvidia.
The GPU maker's sales in the second quarter of fiscal year 2027 soared 106% year over year to $92.6 billion. Its earnings skyrocketed 126%. Nvidia CEO Jensen Huang said in the Q2 earnings announcement, "Demand is accelerating."
So why is Nvidia's valuation at a seven-year low? The best explanation is that the company's earnings are growing faster than its share price. That's also the only mathematical explanation. A price-to-earnings ratio can only decrease when the denominator (earnings) increases at a faster rate than the numerator (price).
In 2024, Damodaran's valuation model for Nvidia assumed the company would increase its revenue at a compound annual growth rate of around 32% over the next five years. Roughly halfway through his projection period, Nvidia continues to blow past that growth rate in spectacular fashion.
What's more, the company shows no signs of slowing down. Huang said in Nvidia's Q2 earnings call, "I think the big picture is that we're going through this platform shift, and it affects every computer company. And every industry in the world uses computers. So, therefore, every industry is affected, every company is affected."
Is Nvidia stock a no-brainer buy?Does all of this make Nvidia stock a slam-dunk pick for investors? Not necessarily.
Many Americans are already voicing concerns about data centers being built nearby. Wall Street is worried about the massive AI infrastructure spending, with some analysts wondering if the returns on investment will materialize. If these AI investments slow significantly, Nvidia won't be able to keep up its impressive growth trajectory.
And while competition isn't yet increasing at a worrisome level, it is increasing. Nvidia faces challenges from direct rivals such as AMD (AMD +1.76%) as well as from its customers, including Amazon, Google, and Microsoft.
Still, one of the world's most respected valuation experts seems to have been dead wrong about Nvidia. He acknowledged in 2024 that his valuation analysis could be off if AI provided a much greater tailwind than he expected. It has -- and the trend could continue. If so, Nvidia's stock is likely to keep beating the market.
Šéf společnosti Nvidia Jensen Huang vyzval německé výrobce k rychlému nasazení AI v robotice, automobilovém a těžkém průmyslu. AI má posílit výrobu, nikoli ji nahradit.
German Chancellor Friedrich Merz, left, and Nvidia CEO Jensen Huang attend the opening ceremony of the "Invest in Germany Summit" in Berlin, Monday, Oct. 19, 2026. Credit: Fabian Sommer/dpa via AP
Nvidia CEO Jensen Huang urged Germany's makers of cars and industrial machines to quickly adopt artificial intelligence to "reengineer" the country's struggling business model by tapping its wealth of manufacturing data and expertise.
Huang, whose company designs the powerful computer chips and software used by companies like Anthropic and OpenAI to develop AI applications, said that digital technology would never replace manufacturing and the engineering world of cars and robots where Germany has vast experience.
Or, as he put it, "electrons will never replace atoms." But he said industry would benefit by leaning into technology.
"The next wave of AI is physical. This is where AI interacts with the physical world: robotics, manufacturing, cars, heavy industry," Huang said Monday during a discussion with German Chancellor Friedrich Merz at an investment conference in Berlin.
"And so AI can only augment your capability. It will not replace your capability. So take advantage of the technology."
Huang said Germany's data and expertise on manufacturing "is your natural resource, it belongs to the nation" but it needs to take better advantage of AI. "This industrial revolution is so mighty, so powerful. You don't have another chance," he said.
German Chancellor Friedrich Merz, left, and Nvidia CEO Jensen Huang attend the opening ceremony of the "Invest in Germany Summit" in Berlin, Monday, Oct. 19, 2026. Credit: Fabian Sommer/dpa via AP
European leaders like Merz are looking to AI as a potential source of growth but are also concerned about the extent of European dependence on U.S. tech companies in the field. Europe's wealth of high-quality public-sector and machine-readable manufacturing data could serve as grist for AI, an opportunity cited by former European Central Bank head Mario Draghi as an area where Europe could compete with the U.S. and China in the AI field.
Huang and Merz said AI was an opportunity for Germany's so-called "mittelstand," the hundreds of small- and medium-sized companies in highly specialized industrial sectors.
Merz is struggling to revive growth in Germany after years of near-stagnation after the pandemic. Among the economy's headwinds are high energy prices after losing cheap Russian natural gas due to the invasion of Ukraine, competition from China in sectors like autos where Germany once dominated, and excessive red tape and permissions that hold up projects for years. All that has put a damper on an economy heavily oriented toward building complicated machines for export, including cars, trains, aircraft and factory equipment.
Europe lags the U.S. in building out the data centers that offer the massive computing capacity to train artificial intelligence applications and faces concerns over the security of European companies' sensitive data against subpoenas and criminal warrants on servers owned by U.S. companies and thus exposed to the U.S. legal system even if they're in Europe.
Huang appeared to address such concerns by urging Germany to import AI technology but adding that "you should not export your culture, export your values, export your knowledge."
Huang said Germany should "take advantage of artificial intelligence. Let them codify, let them program, let them teach this artificial intelligence and keep it here in Germany, and let's reengineer, the chancellor's words, Germany. This is your chance to do it."
Who's behind this story?
Andrew Zinin
Master's in physics with research experience. Long-time science news enthusiast. Plays key role in Science X's editorial success.
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Analytici očekávají, že AT&T ve třetím čtvrtletí vykáže zisk 0,60 USD na akcii a tržby ve výši 31,65 mld. USD, oproti loňským 0,54 USD na akcii a 30,71 mld. USD.
AT&T Inc. (NYSE:T) will release earnings for its third quarter before the opening bell on Wednesday, Oct. 21.
Analysts expect the Dallas, Texas-based company to report quarterly earnings of 60 cents per share, up from 54 cents per share in the year-ago period. The consensus estimate for AT&T’s quarterly revenue is $31.65 billion. It reported $30.71 billion last year, according to Benzinga Pro.
On Oct. 13, AT&T announced that it will sell its Mexico wireless business to Grupo Televisa and Fintech Holdings for $2 billion in cash.
Shares of AT&T fell 1% to close at $23.20 on Monday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Scotiabank analyst Maher Yaghi maintained a Sector Perform rating and cut the price target from $27.5 to $26.5 on Oct. 9, 2026. This analyst has an accuracy rate of 55%. Morgan Stanley analyst Simon Flannery maintained an Overweight rating and raised the price target from $27 to $28 on Sept. 28, 2026. This analyst has an accuracy rate of 65%. Wolfe Research analyst John Janedis upgraded the stock from Peer Perform to Outperform with a price target of $29 on July 23, 2026. This analyst has an accuracy rate of 73%. RBC Capital analyst Jonathan Atkin maintained an Outperform rating with a price target of $27 on July 23, 2026. This analyst has an accuracy rate of 52%. Wells Fargo analyst Steven Cahall maintained an Underweight rating and raised the price target from $18 to $20 on July 23, 2026. This analyst has an accuracy rate of 66%. Considering buying T stock? Here’s what analysts think:
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3M zvýšila celoroční výhled upraveného EPS na 9,10–9,15 USD poté, co ve třetím čtvrtletí dosáhla upraveného EPS ve výši 2,50 USD, což představuje meziroční nárůst o 12 %.
Q3 GAAP sales of $6.6 billion, up 1.0%; operating margin of 23.7%, up 150 bps; EPS of $2.63, up 70%, all YoY Adjusted sales of $6.6 billion with organic growth of 3.3% YoY Adjusted operating margin of 26.2% on new basis1, up 110 bps YoY Adjusted EPS of $2.50 on new basis1, up 12% YoY Q3 operating cash flow of $0.5 billion with adjusted free cash flow of $1.2 billion 2026 adjusted EPS guidance raised to $9.10 to $9.15, incorporating new basis1 , /PRNewswire/ -- 3M (NYSE: MMM) today reported third-quarter results.
"We delivered another quarter of strong results, including solid sales growth, continued margin expansion, double-digit EPS growth, and robust free cash flow," said William Brown, 3M Chairman and CEO. "Improving productivity through structural transformation and a stronger pipeline of differentiated technologies reinforce our confidence in the full-year outlook and long-term growth and margin potential. I want to thank the 3M team for their focus on customers and disciplined execution, which continues to strengthen our performance and create shareholder value."
Third-quarter highlights:
Q3 2026
Q3 2025
GAAP EPS
$ 2.63
$ 1.55
Special items:
Loss on business divestitures
—
0.30
(Increase) decrease in value of Solventum ownership
(0.60)
0.13
Net costs for significant litigation and PFAS exit
0.19
0.19
Transformation costs
0.08
0.02
Amortization and business acquisition-related costs
0.20
0.04
Adjusted EPS
$ 2.50
$ 2.23
Memo:
GAAP operating income margin
23.7 %
22.2 %
Adjusted operating income margin
26.2 %
25.1 %
Adjusted (non-GAAP) reporting updated to treat amortization of intangible assets as a special item for all periods presented; no material year-on-year impact on new basis. GAAP EPS of $2.63 and operating margin of 23.7%. Adjusted EPS of $2.50, up 12% year-on-year. Adjusted operating income margin of 26.2%, up 110 basis points year-on-year.
Sales of $6.6 billion, up 1.0% year-on-year with organic sales up 0.2% year-on-year. Adjusted sales of $6.6 billion, up 4.2% year-on-year with adjusted organic sales up 3.3% year-on-year. 3M returned $0.6 billion to shareholders via dividends and share repurchases. Cash from operations of $0.5 billion. Adjusted free cash flow of $1.2 billion. 1New basis: Updated non-GAAP reporting treats intangible asset amortization as a special item for all periods presented. The change increases base Q3 adjusted operating income margin by approximately 40 bps and adjusted EPS by approximately $0.04. Year-on-year comparisons are not materially impacted as all periods are reflected on the same basis.
Strategic and operational highlights
The following are recently announced highlights:
3M entered into an expanded strategic commercial relationship with Amazon to deploy and scale 3M's optical connectivity and other Data Center related products. 3M issued a warrant to Amazon to purchase up to 3.2 million shares of 3M common stock based upon the achievement of $6 billion in cumulative sales of optical connectivity and other Data Center related products over the next seven years, and other event-based milestones. 3M is collaborating with Genius Electronic Optical Co., Ltd. (GSEO), an optical technology company, to advance technology development and manufacturing for 3M's Expanded Beam Optics (EBO) solutions. In support of these efforts, 3M is investing to acquire ~4.7% of GSEO's common shares. The collaboration brings together 3M's EBO technology leadership, optical interconnect expertise, materials science, manufacturing scale and customer relationships with GSEO's precision optics manufacturing capabilities and production scale. 3M introduced Cooling Film technology for fleet and rail applications, expanding its portfolio of thermal management solutions for transportation customers. Applied to vehicle roofs, the highly reflective performance film uses thermal management technology to reduce heat buildup and help keep interiors noticeably cooler. 3M showcased how its materials science expertise supports innovation in golf equipment through its collaboration with PING. By pairing PING's expertise in club design and custom manufacturing with 3M's broad portfolio of materials science solutions, the two companies can collaborate on engineering solutions that turn complex technical challenges into repeatable, high-quality results on the course. 3M and BOE established a joint innovation laboratory to accelerate next-generation display technology development. The joint research and development platform brings together BOE's display innovation and end-use application expertise with 3M's materials science capabilities to accelerate higher-performance solutions across LCD, OLED and MLED applications, including improvements in light efficiency, foldable displays and ultra-narrow bezel processes. 3M continued to expand its work with U.S. and international government customers, with third-quarter awards supporting defense, health care, and emergency response needs. Awards included PELTOR™ communication and hearing protection solutions for various U.S. military services and Scott SCBAs for the U.S. Navy, respirator and SCBA products for the National Institutes of Health, and respirators for international customers, reflecting 3M's growing work with government partners around the world. Updated full-year 2026 guidance
3M provided an update to the full-year 2026 guidance provided on July 21, 2026, incorporating the company's performance year-to-date, the acquisition of Madison Fire & Rescue, and a change in non-GAAP treatment of amortization.
Adjusted total sales growth2 of >4.5 percent, reflecting adjusted organic sales growth2 of >3.5 percent. Adjusted EPS2 of $9.10 to $9.15. Adjusted operating cash flow2 of ~$5.9 billion with adjusted free cash flow of ~$4.8 billion. 2As further discussed at 5 within the "Supplemental Financial Information Non-GAAP Measures" sections, 3M cannot, without unreasonable effort, forecast certain items required to develop meaningful comparable GAAP financial measures and, therefore, does not provide them on a forward-looking basis reflecting these items.
Conference call
3M will conduct an investor teleconference at 9 a.m. ET (8 a.m. CT) today. Investors can access this conference via the following:
Live webcast at https://investors.3M.com Webcast replay at https://investors.3m.com/financials/quarterly-earnings Consolidated financial statements and supplemental financial information non-GAAP measures
View the Financial Statement Information on 3M's website: https://investors.3m.com/financials/quarterly-earnings
Forward-looking statements
Certain statements in this document, as well as other filings we make with the United States Securities and Exchange Commission ("SEC") and other written and oral information we release are considered "forward-looking statements" under the federal securities laws, including the Private Securities Litigation Reform Act of 1995, as amended ("PSLRA"). Forward-looking statements may appear throughout this document and are typically identified by the words "aim," "anticipate," "believe," "can," "continue," "could," "estimate," "evaluate," "expect," "forecast," "future," "goal," "guidance," "impact," "initial," "intend," "likely," "may," "outlook," "plan," "possible," "potential," "predict," "probable," "project," "seek," "should," "strategy," "target," "will," "would," and other words that are similar to, or have the opposite meanings of, those words.
All forward-looking statements are intended to enjoy the protection of the PSLRA's safe harbor for forward-looking statements, as well as the protections provided by other securities laws. Forward-looking statements speak only as of the date they are made and the Company assumes no obligation to update or revise any forward-looking statements. Readers are cautioned not to place undue reliance on any of these forward-looking statements.
Although the Company believes it has a reasonable basis for the forward-looking statements it makes, those statements are based on certain assumptions and expectations of future events and trends that are subject to risks and uncertainties. Changes in those assumptions, expectations, or other factors could produce materially different results. The most important risks, uncertainties, and other factors that could cause the Company's actual results to differ from the Company's forward-looking statements include: (1) worldwide economic, political, regulatory, international trade, geopolitical, tariffs, and retaliatory countermeasures, capital markets, and other external conditions, (2) foreign currency exchange rates and fluctuations in those rates, (3) liabilities and contingencies related to PFAS, including liabilities related to claims, lawsuits, and government regulatory proceedings concerning various PFAS-related products and chemistries, as well as risks related to the Company's exit of PFAS manufacturing and work to discontinue use of PFAS across its product portfolio, (4) risks related to the PWS Settlement to resolve claims by public water suppliers in the United States regarding PFAS, as well as risks related to ongoing PFAS-related settlements and claims, (5) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's reports on Form 10-K, 10-Q, and 8-K, as well as compliance risks related to legal or regulatory requirements, government contract requirements, policies and practices, or other matters that require or encourage the Company or its customers, suppliers, vendors, or channel partners to conduct business in a certain way, (6) competitive conditions and customer preferences, (7) the timing and market acceptance of new product and service offerings, (8) the availability and cost of purchased components, compounds, raw materials and energy due to shortages, increased demand and wages, tariffs, supply chain interruptions, or natural or other disasters, (9) unanticipated problems or delays when implementing new business systems and solutions, including with the phased implementation of a global enterprise resource planning system, or security breaches and other disruptions to the Company's information or operational technology infrastructure, (10) use of artificial intelligence technologies, (11) the impact of acquisitions, strategic alliances, divestitures, and other strategic events resulting from portfolio management actions and other evolving business strategies, (12) operational execution, including the extent to which the Company can realize the benefits of planned productivity improvements, as well as the impact of organizational restructuring activities, (13) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans, (14) the Company's credit ratings and its cost of funding, (15) tax-related external conditions, including changes in tax rates, laws, or regulations, (16) matters relating to the Company's Aearo Entities, Combat Arms Earplugs Settlement, and related products, and (17) matters relating to the spin-off of Solventum, the Company's former Health Care business, into an independent public company.
Those risks, uncertainties, and other factors are further described in Part I, Item 1A, "Risk Factors" of the Company's Form 10-K for the year ended December 31, 2025. For additional information concerning factors that may cause actual results to differ materially from the Company's forward-looking statements, see the Company's reports on Form 10-K, 10-Q, and 8-K filed with the SEC from time to time.
About 3M
3M (NYSE: MMM) is focused on transforming industries around the world by applying science and creating innovative, customer-focused solutions. Our multi-disciplinary team is working to solve tough customer problems by leveraging diverse technology platforms, differentiated capabilities, global footprint, and operational excellence. Discover how 3M is shaping the future at 3M.com/news.
Please note that the company announces material financial, business and operational information using the 3M investor relations website, SEC filings, press releases, public conference calls and webcasts. The company also uses the 3M News Center and social media to communicate with our customers and the public about the company, products and services and other matters. It is possible that the information 3M posts on the News Center and social media could be deemed to be material information. Therefore, the company encourages investors, the media and others interested in 3M to review the information posted on 3M's News Center and the social media channels such as @3M or @3MNews.
CWA Asset Management ve třetím čtvrtletí snížila svůj podíl ve společnosti Mastercard o 17,8 % prodejem 3 712 akcií; nadále drží 17 198 akcií v hodnotě 9,484 milionu USD.
CWA Asset Management Group LLC lowered its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 17.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 17,198 shares of the credit services provider’s stock after selling 3,712 shares during the quarter. CWA Asset Management Group LLC’s holdings in Mastercard were worth $9,484,000 as of its most recent SEC filing.
Other large investors have also recently made changes to their positions in the company. Robinswood Financial LLC acquired a new position in Mastercard during the first quarter worth $25,000. First Pacific Financial increased its stake in shares of Mastercard by 113.8% during the first quarter. First Pacific Financial now owns 62 shares of the credit services provider’s stock worth $31,000 after buying an additional 33 shares during the period. Allied Private Wealth LLC acquired a new stake in shares of Mastercard in the 2nd quarter valued at $34,000. Premier Financial Group acquired a new stake in Mastercard in the second quarter valued at $39,000. Finally, Roxbury Financial LLC raised its position in shares of Mastercard by 102.6% during the 2nd quarter. Roxbury Financial LLC now owns 79 shares of the credit services provider’s stock worth $40,000 after acquiring an additional 40 shares in the last quarter. 97.28% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity In other Mastercard news, insider Sachin Mehra sold 3,266 shares of the company’s stock in a transaction dated Wednesday, September 2nd. The stock was sold at an average price of $584.00, for a total transaction of $1,907,344.00. Following the completion of the sale, the insider directly owned 36,650 shares in the company, valued at $21,403,600. This represents a 8.18% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael Miebach sold 15,372 shares of the stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $575.00, for a total transaction of $8,838,900.00. Following the sale, the chief executive officer directly owned 93,693 shares of the company’s stock, valued at approximately $53,873,475. This trade represents a 14.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 72,676 shares of company stock valued at $41,966,586 in the last 90 days. 0.09% of the stock is owned by corporate insiders.
Mastercard Stock Performance Shares of MA opened at $616.65 on Tuesday. Mastercard Incorporated has a 1 year low of $464.52 and a 1 year high of $622.49. The company’s 50 day simple moving average is $577.08 and its 200 day simple moving average is $536.11. The company has a debt-to-equity ratio of 3.96, a quick ratio of 1.06 and a current ratio of 1.06. The company has a market capitalization of $540.20 billion, a price-to-earnings ratio of 32.88, a PEG ratio of 1.76 and a beta of 0.76. Mastercard (NYSE:MA – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The credit services provider reported $5.04 EPS for the quarter, beating analysts’ consensus estimates of $4.77 by $0.27. The business had revenue of $9.28 billion during the quarter, compared to the consensus estimate of $9.08 billion. Mastercard had a return on equity of 239.99% and a net margin of 46.34%. The business’s revenue for the quarter was up 14.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.15 earnings per share. On average, sell-side analysts predict that Mastercard Incorporated will post 19.91 EPS for the current year.
Mastercard Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Monday, November 9th. Stockholders of record on Friday, October 9th will be paid a dividend of $0.87 per share. The ex-dividend date of this dividend is Friday, October 9th. This represents a $3.48 annualized dividend and a dividend yield of 0.6%. Mastercard’s payout ratio is currently 19.14%.
Wall Street Analyst Weigh In A number of brokerages recently weighed in on MA. Bank of America boosted their price target on shares of Mastercard from $700.00 to $735.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Evercore lifted their price objective on shares of Mastercard from $550.00 to $620.00 in a research report on Friday, July 31st. Truist Financial boosted their target price on Mastercard from $554.00 to $633.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Rothschild & Co Redburn cut their price target on shares of Mastercard from $710.00 to $688.00 and set a “buy” rating for the company in a report on Wednesday, September 2nd. Finally, Wolfe Research raised their price objective on Mastercard from $680.00 to $740.00 and gave the company an “outperform” rating in a research note on Tuesday, August 25th. Two research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $682.66.
Check Out Our Latest Report on MA
Key Stories Impacting Mastercard Here are the key news stories impacting Mastercard this week:
Positive Sentiment: Mastercard introduced a Stablecoin Security tool that combines payment and blockchain intelligence to identify fraud, scams and sanctions exposure before stablecoin transactions are completed. The product could support adoption of blockchain-based payments while creating additional risk-management revenue opportunities. Mastercard introduces risk intelligence to enable more secure stablecoin payments Positive Sentiment: The company is expanding its crypto team and integrating stablecoin cards and payment capabilities across roughly 130 countries, reinforcing Mastercard’s position as traditional networks connect digital assets with fiat commerce. Stablecoin payments were reported to have grown 45% to $482 billion. Mastercard expands crypto team as stablecoins take center stage Positive Sentiment: Mastercard launched an AI-powered Agent Detection Score to estimate whether a transaction was initiated by software rather than a person. The tool may help the network manage fraud and trust risks as autonomous shopping agents become more common. Mastercard unveiled an AI Agent Detection Score Positive Sentiment: Partnerships with Extend, Moovn, BankIslami and Powertranz are broadening Mastercard’s business-software, African, Pakistani and restaurant-payment offerings, potentially supporting long-term transaction-volume growth. Neutral Sentiment: U.S. officials are pressing China on independent market access for Mastercard’s network. Greater access would be a significant growth opportunity, but the outcome and timing remain uncertain. U.S. officials press China on market access Negative Sentiment: CFO Ling Hai sold 4,317 shares worth approximately $2.7 million under a pre-arranged Rule 10b5-1 plan. The sale is a modest negative sentiment signal, although scheduled insider selling does not necessarily indicate a change in business outlook. Negative Sentiment: With Mastercard trading near its 52-week high at a valuation of roughly 33 times earnings, expectations are elevated. Investors may demand continued strong growth beyond the most recent quarter’s 14.1% revenue increase and earnings beat. Mastercard Company Profile (Free Report)
Mastercard Incorporated (NYSE: MA) is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses. The company facilitates electronic payments and provides technology that supports transactions conducted through credit, debit, prepaid and commercial payment products.
In addition to operating its payments network, Mastercard offers services in areas such as payment security, fraud prevention, authentication, cybersecurity, data and analytics, loyalty programs, digital identity and open banking.
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Walmart on Tuesday announced a new joint membership combining its namesake chain and its subsidiary Sam's Club, as the retailer leans further into convenience and value to win over cash-strapped shoppers.
The membership, which combines Walmart+ and Sam's Club Plus, will cost $120 per year, according to the company. That price is nearly $100 less than buying individual annual memberships to each retailer, though there is no monthly payment option for the new deal. Both stores will continue to offer standalone options.
"We're giving people a reason to expect more from their memberships," Walmart CEO John Furner said in a statement. "For $120 a year, we're raising expectations for what a membership can deliver: more money in their pockets and more time to call their own."
The membership gives customers access to Sam's Club warehouses, free delivery from both chains, a subscription to Peacock or Paramount+ streaming services, gas savings and 2% Sam's Club cash on eligible purchases. Customers who already have accounts at both stores can link their accounts to receive the discount.
While Walmart's customers often shop for routine, everyday essentials, Sam's Club warehouses offer more opportunity to stock up on bulk purchases. A joint membership could allow the store models to complement one another, according to the company.
The announcement comes as Walmart bets on convenience to drive sales, especially as consumer wallets are squeezed by high gas and food prices.
In August, as Walmart reported fiscal second-quarter earnings, the company raised its outlook for the year, with Chief Financial Officer John David Rainey telling CNBC that consumer spending remained strong despite higher fuel prices. Even so, its stock fell at the time as its sales outlook disappointed Wall Street.
Rainey said in August that the company was lowering prices across various categories, including beef, adding that it's well positioned to weather economic uncertainty because of its emphasis on value and its scale.
Meanwhile, Sam's Club saw a 26% increase in e-commerce sales in the fiscal second quarter, driven by increased transactions and membership growth. The retailer, which also operates its own gas stations, reported net sales of $25.7 billion, including fuel, during that period.
The membership business — which is part of Walmart's push to grow sales with higher profit margins — is already strong. Walmart reported a 17% increase globally in revenue from its membership in the fiscal second quarter with Walmart+ net adds notching a record second-quarter high. For Sam's Club, that revenue number grew 6%.
Walmart added Tuesday that employees at both stores will also receive joint memberships as part of their benefits.
The company said any costs related to the changes in the membership program are not expected to materially impact the company's fiscal third-quarter or full-year guidance.
GE Aerospace (GE.N) on Tuesday raised its 2026 profit forecast, betting strong demand for engine maintenance and spare parts will offset the impact of higher fuel costs on flights.
The jet-engine maker now expects its 2026 adjusted profit per share in the range of $8 to $8.10, compared with $7.65 to $7.85 forecast earlier.
Airlines worldwide are cutting costs and capacity to defend ticket prices after the war in Iran disrupted oil shipping routes, driving up jet fuel costs and adding to pressure on the industry.
With no end to the war in sight, higher fuel prices are testing airlines' ability to maintain schedules and margins, raising the risk of fewer flights and weaker demand for maintenance.
GE Aerospace has said, however, that any impact on services revenue and profit this year should be limited, as much of its 2026 engine shop-visit work is already under contract and demand for spare parts continues to outstrip supply.
Last month, GE Aerospace finance chief Rahul Ghai said the company had seen no changes to airlines' fleet plans, while the number of parked aircraft remained low.
Through CFM International, its joint venture with France's Safran, GE Aerospace is a leading supplier of engines for narrowbody jets and a major player in the widebody market. Parts and services account for more than 70% of its commercial engine revenue.
Quarterly revenue from its commercial engine and services unit rose 21% to $10.34 billion from a year earlier.
It reported an adjusted profit of $2.25 per share for the quarter through September, compared with $1.66 per share reported a year earlier.
TORONTO, Oct. 20, 2026 (GLOBE NEWSWIRE) -- BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (NYSE: BLK), today announced the October 2026 cash distributions for the iShares ETFs listed on the TSX or Cboe Canada which pay on a monthly basis. Unitholders of record of the applicable iShares ETF on October 27, 2026 will receive cash distributions payable in respect of that iShares ETF on October 30, 2026.
Details regarding the “per unit” distribution amounts are as follows:
Fund NameFund TickerCash Distribution Per UnitiShares 1-10 Year Laddered Corporate Bond Index ETFCBH$0.052iShares 1-5 Year Laddered Corporate Bond Index ETFCBO$0.056iShares S&P/TSX Canadian Dividend Aristocrats Index ETFCDZ$0.105iShares Equal Weight Banc & Lifeco ETFCEW$0.067iShares 1-5 Year Laddered Government Bond Index ETFCLF$0.036iShares 1-10 Year Laddered Government Bond Index ETFCLG$0.040iShares S&P/TSX Canadian Preferred Share Index ETFCPD$0.057iShares US Dividend Growers Index ETF (CAD-Hedged)CUD$0.092iShares Convertible Bond Index ETFCVD$0.075iShares Global Monthly Dividend Index ETF (CAD-Hedged)CYH$0.078iShares Canadian Financial Monthly Income ETFFIE$0.040iShares U.S. Aggregate Bond Index ETFXAGG$0.119iShares U.S. Aggregate Bond Index ETF(1)XAGG.U$0.083iShares U.S. Aggregate Bond Index ETF (CAD-Hedged)XAGH$0.107iShares Core Canadian Universe Bond Index ETFXBB$0.082iShares Core Canadian Corporate Bond Index ETFXCB$0.071iShares ESG Advanced Canadian Corporate Bond Index ETFXCBG$0.127iShares U.S. IG Corporate Bond Index ETFXCBU$0.147iShares U.S. IG Corporate Bond Index ETF(1)XCBU.U$0.103iShares Core MSCI Global Quality Dividend Index ETFXDG$0.077iShares Core MSCI Global Quality Dividend Index ETF(1)XDG.U$0.054iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged)XDGH$0.088iShares Core MSCI Canadian Quality Dividend Index ETFXDIV$0.119iShares Core MSCI US Quality Dividend Index ETFXDU$0.064iShares Core MSCI US Quality Dividend Index ETF(1)XDU.U$0.045iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged)XDUH$0.052iShares Canadian Select Dividend Index ETFXDV$0.111iShares J.P. Morgan USD Emerging Markets Bond Index ETF (CAD-Hedged)XEB$0.062iShares S&P/TSX Composite High Dividend Index ETFXEI$0.110iShares Core Canadian 15+ Year Federal Bond Index ETFXFLB$0.117iShares Flexible Monthly Income ETFXFLI$0.200iShares Flexible Monthly Income ETF(1)XFLI.U$0.140iShares Flexible Monthly Income ETF (CAD-Hedged)XFLX$0.184iShares S&P/TSX Capped Financials Index ETFXFN$0.152iShares Floating Rate Index ETFXFR$0.044iShares Core Canadian Government Bond Index ETFXGB$0.051iShares Global Government Bond Index ETF (CAD-Hedged)XGGB$0.044iShares Canadian HYBrid Corporate Bond Index ETFXHB$0.077iShares U.S. High Dividend Equity Index ETF (CAD-Hedged)XHD$0.086iShares U.S. High Dividend Equity Index ETFXHU$0.096iShares U.S. High Yield Bond Index ETF (CAD-Hedged)XHY$0.083iShares U.S. IG Corporate Bond Index ETF (CAD-Hedged)XIG$0.070iShares 1-5 Year U.S. IG Corporate Bond Index ETF (CAD-Hedged)XIGS$0.131iShares Core Canadian Long Term Bond Index ETFXLB$0.062iShares S&P/TSX North American Preferred Stock Index ETF (CAD-Hedged)XPF$0.066iShares High Quality Canadian Bond Index ETFXQB$0.055iShares S&P/TSX Capped REIT Index ETFXRE$0.058iShares ESG Aware Canadian Aggregate Bond Index ETFXSAB$0.051iShares Core Canadian Short Term Bond Index ETFXSB$0.069iShares Conservative Short Term Strategic Fixed Income ETFXSC$0.054iShares Conservative Strategic Fixed Income ETFXSE$0.053iShares Core Canadian Short Term Corporate Bond Index ETFXSH$0.063iShares ESG Advanced 1-5 Year Canadian Corporate Bond Index ETFXSHG$0.124iShares 1-5 Year U.S. IG Corporate Bond Index ETFXSHU$0.166iShares 1-5 Year U.S. IG Corporate Bond Index ETF(1)XSHU.U$0.116iShares Short Term Strategic Fixed Income ETFXSI$0.058iShares Core Canadian 1-10 Year Bond Index ETFXSMB$0.105iShares ESG Aware Canadian Short Term Bond Index ETFXSTB$0.047iShares 0-5 Year TIPS Bond Index ETF (CAD-Hedged)XSTH$0.000iShares 0-5 Year TIPS Bond Index ETFXSTP$0.000iShares 0-5 Year TIPS Bond Index ETF(1)XSTP.U$0.000iShares 20+ Year U.S. Treasury Bond Index ETF (CAD-Hedged)XTLH$0.114iShares 20+ Year U.S. Treasury Bond Index ETFXTLT$0.117iShares 20+ Year U.S. Treasury Bond Index ETF(1)XTLT.U$0.082iShares Diversified Monthly Income ETFXTR$0.040iShares S&P/TSX Capped Utilities Index ETFXUT$0.107 (1) Distribution per unit amounts are in U.S. dollars for XAGG.U, XCBU.U, XDG.U, XDU.U, XFLI.U, XSHU.U, XSTP.U, and XTLT.U.
Estimated October Cash Distributions for the iShares Premium Money Market ETF
The October cash distributions per unit for the iShares Premium Money Market ETF are estimated to be as follows:
Fund NameFund TickerEstimated Cash Distribution Per UnitiShares Premium Money Market ETFCMR$0.107
BlackRock Canada expects to issue a press release on or about October 26, 2026, which will provide the final amounts for the iShares Premium Money Market ETF.
Further information on the iShares ETFs can be found at http://www.blackrock.com/ca.
About BlackRock
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate
About iShares ETFs
iShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty-five years of experience, a global line-up of more than 1,800 exchange traded funds (ETFs) and $6.4 trillion in assets under management as of September 30, 2026, iShares continues to drive progress for the financial industry. iShares funds are powered by the expert portfolio and risk management of BlackRock.
iShares® ETFs are managed by BlackRock Canada.
Commissions, trailing commissions, management fees and expenses all may be associated with investing in iShares ETFs. Please read the relevant prospectus before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.
Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”). Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). TSX is a registered trademark of TSX Inc. (“TSX”). All of the foregoing trademarks have been licensed to S&P Dow Jones Indices LLC and sublicensed for certain purposes to BlackRock Fund Advisors (“BFA”), which in turn has sub-licensed these marks to its affiliate, BlackRock Asset Management Canada Limited (“BlackRock Canada”), on behalf of the applicable fund(s). The index is a product of S&P Dow Jones Indices LLC, and has been licensed for use by BFA and by extension, BlackRock Canada and the applicable fund(s). The funds are not sponsored, endorsed, sold or promoted by S&P Dow Jones Indices LLC, Dow Jones, S&P, any of their respective affiliates (collectively known as “S&P Dow Jones Indices”) or TSX, or any of their respective affiliates. Neither S&P Dow Jones Indices nor TSX make any representations regarding the advisability of investing in such funds. MSCI is a trademark of MSCI, Inc. (“MSCI”). The ETF is permitted to use the MSCI mark pursuant to a license agreement between MSCI and BlackRock Institutional Trust Company, N.A., relating to, among other things, the license granted to BlackRock Institutional Trust Company, N.A. to use the Index. BlackRock Institutional Trust Company, N.A. has sublicensed the use of this trademark to BlackRock. The ETF is not sponsored, endorsed, sold or promoted by MSCI and MSCI makes no representation, condition or warranty regarding the advisability of investing in the ETF.
McDonald's (MCD -0.12%) is set to join fewer than 60 U.S. public companies as the newest Dividend King, a designation for companies that have paid and raised their dividends for at least 50 consecutive years. The fast food giant's latest quarterly payout of $1.93 per share marks a 4% increase over its prior payout. And at $7.72 per share -- McDonald's now has a forward dividend yield of 3.2% -- which is higher than most Dividend Kings and roughly triple the yield of the S&P 500 (^GSPC +0.41%).
Investors who own the stock by Dec. 1 will be eligible to receive the $1.93 per share payout on Dec. 15. Here's why McDonald's is one of the best restaurant stocks to buy now.
Image source: The Motley Fool.
1. A franchise model executed to perfection As of Dec. 31, 2025, 96% of McDonald's global store count of 45,356 were franchised -- including a 95% franchise rate in the U.S., 89% of international operated markets (mainly in Europe), and 100% of stores in China, Japan, Brazil, the Philippines, and South Korea.
McDonald's is nothing short of a global sensation. U.S. restaurants now make up just 30.2% of systemwide revenues -- making McDonald's primarily reliant on international markets.
The company's franchise strategy, paired with its global diversification, makes it increasingly resistant to recessions, especially if they are concentrated in a particular geography. Franchisees pay McDonald's a down payment for opening a restaurant, along with licensing fees, rent, royalties, and other expenses. And in exchange, the franchisee keeps the majority of store sales, unlocks McDonald's instantly recognizable global brand, benefits from its supply chain and marketing, and connects with its app, which has become an integral way to increase customer engagement through mobile ordering and rewards.
2. McDonald's FCF yield has soared to 4.5% The franchise model generates predictable free cash flow (FCF) for McDonald's, helping it manage expenses and providing visibility into its dividend payments.
MCD data by YCharts
As you can see in the chart, McDonald's FCF yield of 4.5% is higher than its trailing dividend yield of 3.1%. Meaning that if McDonald's were to theoretically pass along all of its FCF to shareholders, it could afford a 4.5% dividend.
MCD EPS Diluted (TTM) data by YCharts
Earnings and FCF are at all-time highs, but its stock price has fallen dramatically -- down 20.5% year-to-date and 28.9% from its all-time high of $341.75 (achieved on March 2).
$242.67-$0.30 (-0.12%)
NYSE · As of 4:00 PM ET 10/19/26
The sell-off has pushed McDonald's dividend yield to multi-year highs and compressed its valuation. McDonald's now has a price-to-earnings (P/E) ratio of just 19.7 and a forward P/E of 18.9. That's dirt cheap for a stock that has traditionally commanded a premium over the S&P 500 -- as its 10-year median P/E is 25.8.
3. McDonald's is investing $8.5 billion in long-term growth McDonald's is a cash cow with a high yield and an inexpensive valuation. But there are valid reasons the stock is selling off.
The biggest factor is weak same-store sales. In McDonald's second quarter 2026, same-store sales in the U.S. were up just 0.8%, and global same-store sales increased 1.3%. Global systemwide sales were up 5%, but that's mainly from new store openings. This has been a common theme in the quick-service restaurant industry, where many companies are relying heavily on new store openings to drive growth. Same-store-sales growth is the crown jewel for restaurants and retail because it indicates pricing power and strong demand for products and services.
Inflationary pressures are affecting consumer spending. An emphasis on health and wellness is another factor that fast-food restaurants, chip and snack brands, soda companies, and packaged-goods companies are contending with.
Despite these headwinds, McDonald's remains confident in its long-term growth plan. On Sept. 23, it released an $8.5 billion, 10-year roadmap to invest in its franchises and drive consumer demand. The costs are front-loaded, with $5 billion in expected added costs through 2030, which could impact margins and FCF. But again, McDonald's high margins, thanks to its franchise model, allow it to afford this mammoth investment when some of its peers are treading water.
The 10-year strategy centers around investing in the McDonald's menu, its customers, restaurants, and people. McDonald's expects roughly $100,000 in annual cash flow benefits for the average U.S. restaurant. In addition to efficiency improvements, McDonald's expects to take market share in the chicken and beverage categories while maintaining its leadership in beef.
A high conviction value stock to buy now One of my favorite investment setups is when a top company in an industrywide downturn decides to invest in long-term growth rather than over-altering its strategy just to boost its near-term numbers. McDonald's can't control inflation or consumer spending, so it's putting the pieces in place to boost efficiency and market share over the long term.
Throw in an ultra-reliable dividend and an inexpensive valuation, and it's easy to see why McDonald's stands out as one of the best high-yield value stocks for long-term investors to buy now.
Starbucks popřel převzetí společnosti Chipotle, jejíž akcie za poslední rok klesly zhruba o 30 %. Chipotle ve 2. čtvrtletí zvýšilo srovnatelné tržby o 2,2 %, marže restaurací však klesla na 25,2 %.
For four days in October, shareholders of Chipotle Mexican Grill (CMG -0.13%) got to imagine an exit ramp. The Financial Times reported that Starbucks (SBUX +0.36%) had worked with advisors on a takeover proposal for the fast-casual Mexican chain. The chatter about such a possibility was enough to send Chipotle shares higher and Starbucks shares lower. Then, on Oct. 12, a Starbucks spokesperson shut the story down flatly: "I can confirm for you we are not buying Chipotle."
The rumor was dead almost as fast as it had appeared, which left Chipotle investors back where they started: owning a stock that's down by roughly 30% over the past year, sitting near a 52-week low, with no buyer coming to bail anyone out.
CMG Chipotle Mexican Grill$29.85-$0.04 (-0.13%)
NYSE · As of 4:00 PM ET 10/19/26
Why I don't think the deal made much sense anyway
I understand why the rumor caught fire. Brian Niccol was CEO of Chipotle before he left in 2024 to fix Starbucks, so the connection was obvious. But obvious isn't the same as logical. The coffee business and the burrito business don't have all that much in common -- different dayparts, different labor models, different supply chains. Starbucks is also mid-turnaround itself, trying to fix its own traffic problems under Niccol's "Back to Starbucks" plan. I don't think a company still in the midst of repairing its own operations should take on the second-largest restaurant acquisition in history at the same time. Starbucks shareholders were reportedly uneasy about exactly that, per NBC.
Image source: The Motley Fool.
There's also a deeper issue for anyone calling this a win for "long-term Chipotle investors." An acquisition isn't a continuation of the thesis -- it's an exit from it. If Starbucks had bought Chipotle at a depressed price that was a fraction of Chipotle's prior valuation, that would lock in today's discount rather than rewarding anyone who stuck around for a recovery, per Fortune. A sale at the bottom helps someone who wants out. It doesn't help someone who believes the turnaround still has room to run.
SBUX Starbucks$97.87+$0.35 (+0.36%)
NASDAQ · As of 4:00 PM ET 10/19/26
What Chipotle needs to prove
New Chipotle CEO Scott Boatwright's "Recipe for Growth" plan is already showing results: Comparable sales grew in back-to-back quarters, up 0.5% in Q1 and 2.2% in Q2, after a full year of traffic declines in 2025.
A new high-protein menu, with items starting at $3.50 and a jump to four limited-time offerings per year from the historical two, is aimed at making the brand feel like a better deal without becoming a discount chain.
Here's my concern with that approach: The chain's restaurant-level operating margin fell 220 basis points to 25.2% in the same quarter that traffic improved, as expenses rose due to wage growth and performance-based bonuses. Getting people back in the door while margins shrink isn't the same as getting the high-margin growth machine back. I'd want to see at least two or three more quarters where comparable sales keep climbing and margins stop bleeding at the same time, proof that this is a durable recovery and not a temporary traffic bump bought with value pricing.
My take: not dead, but not proven yet
Chipotle's forward earnings multiple has fallen from the mid-40s a few years ago to around 28 or 29 times today, which tells me the market has already priced in a lot of disappointment. A stock this beaten down doesn't need to achieve perfection to perform for investors, it just needs the turnaround to be real. I don't think Chipotle's best days are behind it, but I also don't think two decent quarters settle the question. The company reports its third-quarter results on Oct. 28, and that print, especially the margin line, will matter more to me than another rumor about who might buy the company.
For investors willing to wait and watch that margin trend closely, Chipotle still looks like a bet worth making. I just wouldn't call it a sure thing yet.
Girard Sharp prověřuje možné nároky investorů společnosti Liberty Broadband, kteří v rámci srpnové fúze obdrželi akcie společnosti Charter Communications, jejichž hodnota od dokončení transakce výrazně klesla.
SAN FRANCISCO, Oct. 20, 2026 (GLOBE NEWSWIRE) -- Girard Sharp LLP, a national investment, securities, and consumer class action firm, is investigating potential securities claims on behalf of former Liberty Broadband Corporation (“Liberty Broadband”) investors who received shares of Charter Communications, Inc. (“Charter” or the “Company”) in connection with Charter’s acquisition of Liberty Broadband on August 20, 2026 (“Merger”).
CHARTER’S STOCK DROPS AFTER AUGUST MERGER
Charter Communications is a Connecticut–based broadband connectivity and cable operator that provides internet, television, mobile, and voice services. It’s the largest cable operator in the United States and serves 37 million customers. The Company states, “In 45 states across the country, our broadband, mobile, video and voice products power seamless connectivity and entertainment for our customers.” Since the closing of the Merger, the Company’s stock price has severely declined in value.
If you are a former Liberty Broadband investor who received Charter stock in the August 2026 merger and suffered losses, please fill out this form, email [email protected], or call (866) 981-4800 for a free consultation.
Why Girard Sharp?
Girard Sharp represents investors, consumers, and institutions in class actions and other complex litigation nationwide. We recently obtained a $36.5 million securities settlement against Maxar Technologies, a space imagery company, after its share price collapsed following its acquisition of DigitalGlobe. Our attorneys have obtained multimillion-dollar recoveries for victims of unfair and deceptive practices in antitrust, financial fraud, and consumer protection matters against some of the country’s largest corporations, including Raymond James, John Hancock, and Sears. Girard Sharp has earned top-tier rankings from U.S. News and World Report for Securities and Class Action Litigation and has been repeatedly selected as an Elite Trial Lawyers finalist by the National Law Journal.
Columbia Asset Management ve třetím čtvrtletí snížila svůj podíl ve společnosti Caterpillar o 5,9 % prodejem 839 akcií, čímž její podíl klesl na 13 328 akcií v hodnotě 10 806 000 USD.
Columbia Asset Management cut its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 5.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,328 shares of the industrial products company’s stock after selling 839 shares during the quarter. Caterpillar comprises approximately 1.7% of Columbia Asset Management’s holdings, making the stock its 14th largest position. Columbia Asset Management’s holdings in Caterpillar were worth $10,806,000 at the end of the most recent quarter.
Other hedge funds also recently modified their holdings of the company. BlackRock Inc. bought a new position in shares of Caterpillar during the 2nd quarter worth about $40,457,153,000. State Street Corp lifted its stake in shares of Caterpillar by 4.0% in the second quarter. State Street Corp now owns 36,276,960 shares of the industrial products company’s stock valued at $37,120,529,000 after buying an additional 1,396,356 shares during the period. Bank of America Corp DE bought a new stake in shares of Caterpillar in the second quarter valued at about $5,818,150,000. Diamant Asset Management Inc. grew its position in Caterpillar by 68,427.2% during the first quarter. Diamant Asset Management Inc. now owns 3,140,603 shares of the industrial products company’s stock worth $2,224,992,000 after buying an additional 3,136,020 shares in the last quarter. Finally, Bank of New York Mellon Corp acquired a new stake in Caterpillar during the second quarter worth about $3,192,710,000. Institutional investors and hedge funds own 70.98% of the company’s stock.
Insiders Place Their Bets In other news, CEO Joseph E. Creed sold 32,401 shares of the business’s stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $808.98, for a total value of $26,211,760.98. Following the sale, the chief executive officer directly owned 34,555 shares in the company, valued at $27,954,303.90. The trade was a 48.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Insiders own 0.33% of the company’s stock.
Wall Street Analyst Weigh In CAT has been the topic of several research reports. Needham & Company LLC set a $980.00 price target on Caterpillar in a research note on Thursday, September 10th. Citigroup lowered their price target on shares of Caterpillar from $1,100.00 to $950.00 and set a “buy” rating on the stock in a report on Monday, October 12th. UBS Group boosted their price target on shares of Caterpillar from $900.00 to $925.00 and gave the company a “neutral” rating in a report on Wednesday, August 5th. Freedom Broker upgraded shares of Caterpillar from a “hold” rating to a “buy” rating and set a $980.00 price objective for the company in a research note on Thursday, September 10th. Finally, Robert W. Baird set a $970.00 price objective on shares of Caterpillar in a report on Wednesday, August 5th. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $967.83. Check Out Our Latest Research Report on Caterpillar
Caterpillar Price Performance Shares of CAT stock opened at $724.96 on Tuesday. Caterpillar Inc. has a 52-week low of $510.21 and a 52-week high of $1,073.46. The stock has a market cap of $333.24 billion, a PE ratio of 30.68, a PEG ratio of 1.26 and a beta of 1.58. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 1.37. The firm’s 50 day moving average price is $810.02 and its two-hundred day moving average price is $856.81.
Caterpillar (NYSE:CAT – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, beating analysts’ consensus estimates of $6.22 by $1.95. The business had revenue of $20.54 billion during the quarter, compared to the consensus estimate of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%. The firm’s revenue was up 23.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $4.72 earnings per share. As a group, analysts forecast that Caterpillar Inc. will post 27.49 EPS for the current year.
Caterpillar Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, November 19th. Investors of record on Monday, October 26th will be given a $1.63 dividend. This represents a $6.52 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Monday, October 26th. Caterpillar’s payout ratio is currently 28.06%.
Caterpillar Company Profile (Free Report)
Caterpillar Inc is a manufacturer of construction, mining, and industrial equipment. Its product portfolio includes excavators, bulldozers, wheel loaders, motor graders, articulated trucks, and other machinery used in construction, infrastructure development, mining, quarrying, forestry, and related industries. The company also produces diesel and natural gas engines, industrial gas turbines, generator sets, and other power-generation and transportation equipment.
Caterpillar operates through businesses focused on construction industries, resource industries, and energy and transportation.
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Currently, 13 stocks traded on U.S. exchanges have a market capitalization of at least $1 trillion. Of those companies, Wall Street is most bullish on these three:
Among 56 analysts, Micron Technology (MU +2.96%) has a median target price of $1,575 per share. That implies 70% upside from its current share price of $925.Among 53 analysts, Broadcom has a median target price of $525 per share. That implies 54% upside from its current share price of $329.Among 72 analysts, Nvidia has a median target price of $320 per share. That implies 45% upside from its current share price of $219.The figures above suggest that Wall Street analysts view Micron as the best trillion-dollar stock to buy now. Here's what investors should know about the semiconductor company.
Image source: Getty Images.
Micron's profits are soaring due to a memory chip supply shortageMicron is a semiconductor company that manufactures memory chips and data storage solutions built on NAND flash and DRAM technology, including high-bandwidth memory (HBM). Its products are used in data centers, mobile devices, personal computers, and automotive systems.
Memory chips are currently in short supply due to immense demand for artificial intelligence infrastructure. The immediate consequence of that supply shortage is that DRAM and NAND prices have more than doubled in the last two years, and Micron's financial results have been impeccable.
In the September quarter, Micron's revenue increased 379% to $54 billion, and non-GAAP earnings soared to $33.42 per diluted share, an 11-fold increase from $3.03 per diluted share last year. And investors have good reason to think the company will maintain similar momentum in the coming years, as the memory chip supply shortage is likely to persist through at least 2028.
"Industry demand has strengthened since our last earnings call, and we expect memory and storage supply-demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026," CEO Sanjay Mehrotra told analysts last month.
New memory chip production capacity could lead to oversupply by 2029The major memory chip suppliers are working to address supply constraints by adding production capacity. Micron earlier this year broke ground in New York on a new facility that will include up to four fabrication plants, making it the largest semiconductor manufacturing site in the U.S. The company is also constructing other wafer fabrication plants domestically and abroad.
Micron is not alone. Samsung is building DRAM facilities. SK Hynix is constructing DRAM, HBM, and NAND flash facilities, and it’s building an advanced packaging site. Meanwhile, Sandisk and Kioxia earlier this year opened a NAND flash facility, and Kioxia plans to build another NAND facility.
Memory chips from those new manufacturing sites will hit the market at various points over the next three years, potentially leading to oversupply by 2029. Historically, memory chip prices have fallen sharply during periods where supply outpaced demand, leading to large decreases in suppliers' earnings.
The last major downturn in the memory chip industry occurred during the aftermath of the pandemic. DRAM and NAND prices peaked in early 2021, then declined approximately 70% by late 2023. Against that backdrop, Micron stock declined 50% from its high at one point in 2022.
MU Micron Technology$904.90+$26.06 (+2.96%)
NASDAQ · As of 4:00 PM ET 10/19/26
Some investors think the current memory cycle will break the boom-and-bust moldIn the past, the memory chip industry has been highly cyclical, following a boom-and-bust pattern driven by fluctuations in supply and demand. Periods of strong demand would push prices higher, boosting suppliers' profits and incentivizing them to produce more chips. But they would invariably oversupply the market, causing prices and profits to fall.
Many investors see that pattern as a reason to be cautious in the current environment. But others think the AI revolution has changed the industry, potentially overcoming the traditional cycles by creating a powerful and durable source of demand. Indeed, Micron and other memory chip companies have signed longer contracts during the current cycle than in previous ones.
Also, conventional DRAM is a commodity because chips from different suppliers are largely interchangeable, meaning sellers compete heavily on price. However, HBM chips are more differentiated, so manufacturers compete on performance and power efficiency. As the AI boom unfolds and HBM becomes more important, memory chip suppliers could gain greater pricing power, potentially making the industry less susceptible to boom-and-bust cycles.
That puts investors in a difficult place. Micron stock looks quite cheap at 12 times earnings, especially because Wall Street estimates earnings will increase at 72% annually during the next three years. Then again, Micron traded at 6 times earnings at the low point of the last memory chip cycle. The stock would need to lose 50% of its value to reach that level today.
Personally, I think Micron is worth buying, but I would keep my position sizing small because a steep decline in the future is certainly plausible. It’s dangerous to assume the current memory chip cycle will play out any differently than the last one.
CWA Asset Management ve třetím čtvrtletí zvýšila svůj podíl ve společnosti Fortinet o 126,9 % nákupem 57 379 akcií, čímž její držba vzrostla na 102 596 akcií v hodnotě 18,34 milionu USD.
CWA Asset Management Group LLC raised its stake in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 126.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 102,596 shares of the software maker’s stock after buying an additional 57,379 shares during the period. CWA Asset Management Group LLC’s holdings in Fortinet were worth $18,340,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors have also recently modified their holdings of the company. Investment Research Partners LLC lifted its holdings in shares of Fortinet by 11.9% in the 3rd quarter. Investment Research Partners LLC now owns 2,475 shares of the software maker’s stock worth $442,000 after buying an additional 264 shares during the period. Maia Wealth LLC boosted its holdings in shares of Fortinet by 3.7% in the 3rd quarter. Maia Wealth LLC now owns 37,922 shares of the software maker’s stock valued at $6,779,000 after buying an additional 1,345 shares in the last quarter. Fairvoy Private Wealth LLC bought a new stake in shares of Fortinet in the 3rd quarter valued at about $1,190,000. Prairie Advisory LLC grew its position in shares of Fortinet by 100.0% in the 3rd quarter. Prairie Advisory LLC now owns 11,012 shares of the software maker’s stock worth $1,969,000 after buying an additional 5,506 shares during the last quarter. Finally, OceanIQ Capital LLC grew its position in shares of Fortinet by 16.4% in the 3rd quarter. OceanIQ Capital LLC now owns 11,901 shares of the software maker’s stock worth $2,270,000 after buying an additional 1,677 shares during the last quarter. Hedge funds and other institutional investors own 83.71% of the company’s stock.
Insider Activity In related news, VP Michael Xie sold 3,121 shares of Fortinet stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $162.63, for a total transaction of $507,568.23. Following the transaction, the vice president owned 9,918,360 shares in the company, valued at approximately $1,613,022,886.80. This trade represents a 0.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Ken Xie sold 161,482 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $162.66, for a total value of $26,266,662.12. Following the transaction, the chief executive officer directly owned 52,972,372 shares in the company, valued at $8,616,486,029.52. This trade represents a 0.30% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 221,303 shares of company stock worth $36,164,034 over the last ninety days. Corporate insiders own 17.60% of the company’s stock.
Analyst Upgrades and Downgrades A number of brokerages have recently issued reports on FTNT. BMO Capital Markets upped their price target on Fortinet from $170.00 to $185.00 and gave the stock a “market perform” rating in a research report on Thursday, July 30th. JPMorgan Chase & Co. raised their price target on shares of Fortinet from $100.00 to $118.00 and gave the stock an “underweight” rating in a research report on Thursday, July 30th. Roth Capital boosted their price objective on Fortinet from $90.00 to $110.00 and gave the company a “neutral” rating in a report on Wednesday, July 29th. Bank of America reiterated a “buy” rating on shares of Fortinet in a research note on Monday, July 27th. Finally, Evercore set a $165.00 price target on Fortinet in a research report on Thursday, July 30th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twenty-one have issued a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat.com, Fortinet currently has a consensus rating of “Hold” and a consensus price target of $160.92. Get Our Latest Stock Analysis on Fortinet
Fortinet Stock Up 1.4% NASDAQ FTNT opened at $171.50 on Tuesday. The business has a fifty day moving average price of $169.47 and a 200 day moving average price of $143.93. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.19 and a current ratio of 1.28. The company has a market cap of $125.83 billion, a P/E ratio of 60.39, a P/E/G ratio of 3.16 and a beta of 1.03. Fortinet, Inc. has a one year low of $73.55 and a one year high of $197.13.
Fortinet (NASDAQ:FTNT – Get Free Report) last announced its earnings results on Wednesday, July 29th. The software maker reported $0.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.75 by $0.15. Fortinet had a net margin of 28.17% and a return on equity of 191.54%. The company had revenue of $2.05 billion for the quarter, compared to analysts’ expectations of $1.89 billion. During the same quarter in the previous year, the company posted $0.64 EPS. The firm’s quarterly revenue was up 25.6% on a year-over-year basis. Fortinet has set its FY 2026 guidance at 3.410-3.470 EPS and its Q3 2026 guidance at 0.830-0.870 EPS. Research analysts anticipate that Fortinet, Inc. will post 3.10 EPS for the current fiscal year.
Fortinet Company Profile (Free Report)
Fortinet, Inc develops cybersecurity products and services designed to protect networks, endpoints, applications, cloud environments and operational technology systems. The company’s portfolio includes next-generation firewalls, secure networking products, endpoint security, web application security, email security, identity and access solutions, and security information and event management tools.
Its product offerings include FortiGate network security appliances and cloud-based firewalls, along with FortiSwitch, FortiAP and FortiExtender solutions for secure connectivity.
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Company Announces Quarterly Common Stock Dividend of $0.34 Per Share
, /PRNewswire/ -- Synchrony Financial (NYSE: SYF) today announced its third quarter 2026 results for the period ending September 30, 2026. The earnings news release and presentation can be found on the company's Investor Relations website at https://investors.synchrony.com/financial-information/financial-results.
Today at 8:00 a.m. Eastern Time, Brian Doubles, President and Chief Executive Officer, and Brian Wenzel Sr., Executive Vice President and Chief Financial Officer, will host a conference call to review the financial results and outlook for certain business drivers. The conference call can be accessed via an audio webcast through the investor relations website at www.investors.synchrony.com, under Events and Presentations. A replay will also be available on the website.
The Company also announced that its Board of Directors (the "Board") declared a quarterly cash dividend of $0.34 per share of common stock. The dividend is payable on November 16, 2026 to holders of record at the close of business on November 5, 2026. The Board also declared a quarterly cash dividend on the outstanding shares of its 5.625% Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series A (the "Series A Preferred Stock"), 8.250% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B (the "Series B Preferred Stock") and 7.250% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C (the "Series C Preferred Stock"). Each outstanding share of Series A Preferred Stock and Series B Preferred Stock is represented by depositary shares, each representing a 1/40th interest in a share. Each outstanding share of Series C Preferred Stock is represented by depositary shares, each representing a 1/100th interest in a share. The dividends of approximately $14.06 per share on the Series A Preferred Stock (equivalent to $0.351563 per outstanding depositary share), approximately $20.63 per share on the Series B Preferred Stock (equivalent to $0.515625 per outstanding depositary share) and approximately $1,812.50 per share on the Series C Preferred Stock (equivalent to $18.125 per outstanding depositary share) are payable on November 16, 2026 to holders of record at the close of business on November 5, 2026.
About Synchrony
Synchrony (NYSE: SYF) is a leading consumer financing company that has been at the heart of American commerce and opportunity for nearly a century. Synchrony delivers credit and banking products that empower tens of millions of consumers to improve their financial lives and access what matters most. Leveraging innovative solutions that are shaping the future of retail commerce, Synchrony supports the growth and success of some of the nation's most respected brands, alongside hundreds of thousands of small and midsize businesses, including health and wellness providers. Committed to excellence in service and culture, Synchrony is honored to be ranked the #1 Best Company to Work For® in the U.S. by Fortune magazine and Great Place to Work®. For more information, visit www.synchrony.com.
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Waste Management (NYSE:WM – Get Free Report) is anticipated to announce its Q3 2026 results after the market closes on Tuesday, October 27th. Analysts expect the company to announce earnings of $2.18 per share and revenue of $6.81 billion for the quarter. Interested persons can check the company’s upcoming Q3 2026 earnings summary page for the latest details on the call scheduled for Wednesday, October 28, 2026 at 10:00 AM ET.
Waste Management (NYSE:WM – Get Free Report) last posted its earnings results on Tuesday, July 28th. The business services provider reported $2.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.98 by $0.04. Waste Management had a return on equity of 31.68% and a net margin of 11.11%. The firm had revenue of $6.68 billion for the quarter, compared to the consensus estimate of $6.71 billion. During the same quarter in the prior year, the business posted $1.92 earnings per share. The business’s quarterly revenue was up 4.0% on a year-over-year basis. On average, analysts expect Waste Management to post $8.12 EPS for the current fiscal year and $9.01 EPS for the next fiscal year.
Waste Management Price Performance Waste Management stock opened at $226.83 on Tuesday. The firm has a market capitalization of $90.67 billion, a P/E ratio of 29.31, a PEG ratio of 2.89 and a beta of 0.42. Waste Management has a one year low of $194.11 and a one year high of $248.13. The company has a debt-to-equity ratio of 2.24, a current ratio of 0.91 and a quick ratio of 0.87. The business has a fifty day moving average price of $216.12 and a 200-day moving average price of $222.22.
Waste Management Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Friday, September 25th. Investors of record on Friday, September 11th were issued a dividend of $0.9450 per share. The ex-dividend date of this dividend was Friday, September 11th. This represents a $3.78 dividend on an annualized basis and a yield of 1.7%. Waste Management’s dividend payout ratio is 53.54%. Wall Street Analysts Forecast Growth WM has been the subject of several analyst reports. Oppenheimer cut their target price on Waste Management from $264.00 to $263.00 and set an “outperform” rating for the company in a research note on Wednesday, July 8th. Wolfe Research initiated coverage on Waste Management in a research report on Tuesday, September 15th. They set a “peer perform” rating on the stock. Morgan Stanley decreased their price target on Waste Management from $230.00 to $220.00 and set an “equal weight” rating on the stock in a research report on Tuesday, October 13th. Royal Bank Of Canada increased their price target on shares of Waste Management from $240.00 to $244.00 and gave the stock a “sector perform” rating in a report on Thursday, July 30th. Finally, Citigroup raised their price objective on shares of Waste Management from $263.00 to $269.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Thirteen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $256.06.
Get Our Latest Stock Report on WM
Insider Buying and Selling at Waste Management In related news, CAO John Carroll sold 1,365 shares of the stock in a transaction on Friday, September 4th. The stock was sold at an average price of $219.90, for a total value of $300,163.50. Following the sale, the chief accounting officer owned 3,509 shares in the company, valued at approximately $771,629.10. This trade represents a 28.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.18% of the company’s stock.
Waste Management Company Profile (Get Free Report)
Waste Management, Inc, doing business as WM (NYSE:WM), is an environmental services company that provides waste collection, transportation, disposal, recycling and resource-recovery services. The company serves residential, commercial, industrial and municipal customers through a network of collection operations, transfer stations, landfills, recycling facilities and other environmental infrastructure.
WM’s services include curbside and commercial waste collection, construction and demolition debris management, recycling, organics processing and landfill disposal.
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State of Alaska Department of Revenue increased its stake in Avient Corporation (NYSE:AVNT – Free Report) by 214.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 42,198 shares of the company’s stock after purchasing an additional 28,792 shares during the quarter. State of Alaska Department of Revenue’s holdings in Avient were worth $1,697,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. BlackRock Inc. acquired a new position in Avient during the 2nd quarter valued at about $437,002,000. Dimensional Fund Advisors LP raised its position in shares of Avient by 4.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 4,973,887 shares of the company’s stock worth $180,546,000 after buying an additional 192,788 shares in the last quarter. Wellington Management Group LLP lifted its stake in shares of Avient by 2.7% in the 2nd quarter. Wellington Management Group LLP now owns 3,012,847 shares of the company’s stock worth $111,355,000 after acquiring an additional 78,938 shares during the period. Jennison Associates LLC lifted its stake in shares of Avient by 96.0% in the 1st quarter. Jennison Associates LLC now owns 1,411,254 shares of the company’s stock worth $51,229,000 after acquiring an additional 691,316 shares during the period. Finally, The Manufacturers Life Insurance Company acquired a new stake in shares of Avient in the 2nd quarter worth approximately $45,933,000. Institutional investors own 95.48% of the company’s stock.
Avient Price Performance Shares of Avient stock opened at $39.52 on Tuesday. The company has a current ratio of 1.90, a quick ratio of 1.35 and a debt-to-equity ratio of 0.77. The company’s 50-day moving average price is $42.12 and its two-hundred day moving average price is $38.58. Avient Corporation has a 52 week low of $27.48 and a 52 week high of $46.64. The stock has a market cap of $3.62 billion, a PE ratio of 21.36, a price-to-earnings-growth ratio of 1.13 and a beta of 1.28.
Avient (NYSE:AVNT – Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates of $0.89 by $0.07. Avient had a net margin of 5.10% and a return on equity of 11.64%. The company had revenue of $917.00 million during the quarter, compared to the consensus estimate of $898.53 million. During the same period in the prior year, the company earned $0.80 EPS. Avient’s revenue was up 5.8% on a year-over-year basis. Avient has set its FY 2026 guidance at 3.100-3.250 EPS and its Q3 2026 guidance at 0.800-0.800 EPS. As a group, sell-side analysts anticipate that Avient Corporation will post 3.20 EPS for the current fiscal year. Avient Increases Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Friday, December 11th will be paid a dividend of $0.2825 per share. This is a boost from Avient’s previous quarterly dividend of $0.2750. This represents a $1.13 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Friday, December 11th. Avient’s dividend payout ratio (DPR) is currently 59.46%.
Analyst Upgrades and Downgrades AVNT has been the topic of a number of research analyst reports. Barclays initiated coverage on shares of Avient in a research note on Monday, October 12th. They set an “equal weight” rating and a $44.00 price objective on the stock. Wall Street Zen cut Avient from a “strong-buy” rating to a “buy” rating in a report on Saturday. Zacks Research upgraded Avient from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, September 29th. Seaport Research Partners reaffirmed a “buy” rating and set a $54.00 price target on shares of Avient in a research note on Friday, August 7th. Finally, Truist Financial increased their price target on Avient from $44.00 to $50.00 and gave the company a “buy” rating in a research note on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $46.38.
View Our Latest Research Report on Avient
Avient Profile (Free Report)
Avient Corporation (NYSE: AVNT) is a global provider of specialized and sustainable polymer materials. The company develops, formulates and manufactures engineered materials, colorants, additives and performance-enhancing solutions used to improve the appearance, durability, processing and functionality of plastic products.
Its offerings include specialty polymer formulations, thermoplastic compounds, color and additive concentrates, advanced composites, barrier technologies and recycled or bio-based material solutions.
Further Reading Five stocks we like better than Avient Tesla’s Roadster Reveal Hints at 2 Much Bigger Moves The AI Sell-Off Continues—These 3 Stocks Keep Raising Guidance Anyway Mr. Wonderful’s Test for AI Data Center Stocks: Power, Permits, and Tenants Alcoa Beat Earnings, But Can It Escape the Aluminum Bears? Want to see what other hedge funds are holding AVNT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Avient Corporation (NYSE:AVNT – Free Report).
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State of Alaska Department of Revenue ve třetím čtvrtletí snížilo svůj podíl ve společnosti Axcelis Technologies o 29,1 % prodejem 4 934 akcií; na konci období drželo 12 016 akcií v hodnotě 1,575 milionu USD.
State of Alaska Department of Revenue lessened its position in shares of Axcelis Technologies, Inc. (NASDAQ:ACLS – Free Report) by 29.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,016 shares of the semiconductor company’s stock after selling 4,934 shares during the quarter. State of Alaska Department of Revenue’s holdings in Axcelis Technologies were worth $1,575,000 at the end of the most recent quarter.
Several other large investors have also made changes to their positions in ACLS. KERR FINANCIAL PLANNING Corp lifted its position in Axcelis Technologies by 3.5% during the 2nd quarter. KERR FINANCIAL PLANNING Corp now owns 2,225 shares of the semiconductor company’s stock valued at $422,000 after purchasing an additional 75 shares during the period. NorthCrest Asset Manangement LLC boosted its stake in shares of Axcelis Technologies by 3.9% in the 3rd quarter. NorthCrest Asset Manangement LLC now owns 2,159 shares of the semiconductor company’s stock valued at $288,000 after purchasing an additional 82 shares during the last quarter. Parallel Advisors LLC boosted its stake in shares of Axcelis Technologies by 22.0% in the 1st quarter. Parallel Advisors LLC now owns 665 shares of the semiconductor company’s stock valued at $62,000 after purchasing an additional 120 shares during the last quarter. MassMutual Private Wealth & Trust FSB boosted its stake in shares of Axcelis Technologies by 25.9% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 598 shares of the semiconductor company’s stock valued at $78,000 after purchasing an additional 123 shares during the last quarter. Finally, GAMMA Investing LLC grew its position in shares of Axcelis Technologies by 5.7% during the 3rd quarter. GAMMA Investing LLC now owns 3,051 shares of the semiconductor company’s stock worth $400,000 after buying an additional 164 shares during the period. Institutional investors and hedge funds own 89.98% of the company’s stock.
Axcelis Technologies Price Performance Shares of ACLS opened at $111.21 on Tuesday. The stock has a market cap of $3.43 billion, a P/E ratio of 37.32, a price-to-earnings-growth ratio of 3.31 and a beta of 1.86. Axcelis Technologies, Inc. has a 1 year low of $73.60 and a 1 year high of $193.78. The stock’s 50-day moving average price is $122.86 and its two-hundred day moving average price is $137.21. The company has a current ratio of 4.90, a quick ratio of 3.21 and a debt-to-equity ratio of 0.04.
Axcelis Technologies (NASDAQ:ACLS – Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates of $0.89 by $0.17. The business had revenue of $215.18 million for the quarter, compared to the consensus estimate of $205.03 million. Axcelis Technologies had a net margin of 10.71% and a return on equity of 11.69%. Axcelis Technologies’s revenue for the quarter was up 10.6% on a year-over-year basis. During the same period last year, the company posted $1.13 EPS. Axcelis Technologies has set its Q3 2026 guidance at 1.110-1.110 EPS. On average, equities analysts predict that Axcelis Technologies, Inc. will post 3.39 earnings per share for the current year. Wall Street Analysts Forecast Growth A number of research firms recently weighed in on ACLS. Bank of America boosted their price target on shares of Axcelis Technologies from $130.00 to $156.00 and gave the stock an “underperform” rating in a research note on Tuesday, June 23rd. Weiss Ratings raised shares of Axcelis Technologies from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday. Finally, Craig Hallum cut shares of Axcelis Technologies from a “buy” rating to a “hold” rating and set a $140.00 target price for the company. in a research report on Friday, August 7th. One investment analyst has rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $148.67.
Check Out Our Latest Research Report on Axcelis Technologies
Axcelis Technologies Company Profile (Free Report)
Axcelis Technologies, Inc (NASDAQ: ACLS) develops and manufactures equipment used in semiconductor fabrication. The company’s primary business is ion implantation, a process that modifies the electrical properties of silicon and other semiconductor materials by introducing controlled amounts of dopants. Its systems are used by chip manufacturers to produce a range of semiconductor devices.
Axcelis offers the Purion family of ion implantation systems, including platforms designed for high-current, medium-current and high-energy applications.
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Společnost Crane má 27. října po uzavření trhu zveřejnit výsledky za 3. čtvrtletí 2026; analytici očekávají zisk na akcii ve výši 1,82 USD a tržby 737,04 milionu USD.
Crane (NYSE:CR – Get Free Report) is anticipated to post its Q3 2026 results after the market closes on Tuesday, October 27th. Analysts expect Crane to announce earnings of $1.82 per share and revenue of $737.04 million for the quarter. Crane has set its FY 2026 guidance at 6.850-7.050 EPS. Interested persons may review the information on the company’s upcoming Q3 2026 earnings summary page for the latest details on the call scheduled for Wednesday, October 28, 2026 at 10:00 AM ET.
Crane (NYSE:CR – Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The conglomerate reported $1.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.68 by $0.11. The business had revenue of $724.70 million for the quarter, compared to analyst estimates of $708.46 million. Crane had a net margin of 12.97% and a return on equity of 18.67%. The business’s revenue for the quarter was up 25.6% on a year-over-year basis. During the same period in the previous year, the company earned $1.49 earnings per share. On average, analysts expect Crane to post $6.99 EPS for the current fiscal year and $7.76 EPS for the next fiscal year.
Crane Stock Performance Shares of CR stock opened at $206.03 on Tuesday. The business’s fifty day simple moving average is $205.92 and its 200-day simple moving average is $201.08. The company has a market cap of $11.91 billion, a PE ratio of 36.02, a PEG ratio of 2.45 and a beta of 1.02. The company has a current ratio of 2.80, a quick ratio of 1.84 and a debt-to-equity ratio of 0.50. Crane has a 12-month low of $159.58 and a 12-month high of $230.50.
Crane Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, September 9th. Stockholders of record on Monday, August 31st were given a $0.2550 dividend. The ex-dividend date of this dividend was Monday, August 31st. This represents a $1.02 dividend on an annualized basis and a dividend yield of 0.5%. Crane’s dividend payout ratio (DPR) is presently 17.83%. Insider Transactions at Crane In other Crane news, Director James Tullis sold 614 shares of the company’s stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $225.00, for a total transaction of $138,150.00. Following the transaction, the director owned 5,421 shares in the company, valued at approximately $1,219,725. This represents a 10.17% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 2.12% of the company’s stock.
Wall Street Analysts Forecast Growth Several brokerages recently weighed in on CR. Stifel Nicolaus boosted their target price on Crane from $215.00 to $242.00 and gave the stock a “buy” rating in a research note on Monday, July 20th. Weiss Ratings raised Crane from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, October 9th. BMO Capital Markets initiated coverage on Crane in a research note on Monday, July 20th. They issued an “outperform” rating and a $253.00 price target for the company. Deutsche Bank Aktiengesellschaft set a $240.00 price target on Crane in a research note on Tuesday, September 1st. Finally, DA Davidson reissued a “buy” rating and issued a $245.00 price target on shares of Crane in a report on Tuesday, September 15th. Three equities research analysts have rated the stock with a Strong Buy rating and four have issued a Buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $239.00.
Read Our Latest Analysis on Crane
About Crane (Get Free Report)
Crane Company (NYSE: CR) is a diversified industrial technology company that develops and manufactures highly engineered products for aerospace, industrial, commercial and other specialized markets. The company serves customers worldwide through businesses focused on mission-critical components, systems and services.
Its Aerospace & Electronics segment supplies products such as sensing and control systems, aircraft components, power-management equipment and other electronic solutions for commercial and military aerospace applications.
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Vesmírná a AI společnost SpaceX zveřejní své výsledky hospodaření za třetí kvartál roku 2026 již dnes po uzavření amerických trhů, přičemž půjde teprve o druhý report od vstupu firmy na burzu. Hlavní roli by měl hrát byznys s pronájmem výpočetního výkonu pro AI, který však vyžaduje velké investice. Přinášíme přehled toho nejdůležitějšího, co bude stát za pozornost.
Trh očekává ziskový kvartál
Analytici oslovení agenturou Bloomberg očekávají tržby ve výši 12,87 mld. USD, přičemž odhady trhu se pohybují v rozmezí 10,68 až 16,55 mld. USD. Ve 2Q 2026 vykázala společnost tržby 7,81 mld. USD.
Očištěný zisk na akcii by měl podle analytiků dosáhnout 0,15 USD, odhady se však pohybují v širokém rozmezí od ztráty 0,38 USD až po zisk 0,47 USD. Ve 2Q firma vykázala ztrátu 0,09 USD na akcii. Očištěný zisk EBITDA by měl činit 6,59 mld. USD (2Q: 3,54 mld. USD) a očištěný provozní zisk 2,24 mld. USD.
Agentura Bloomberg upozorňuje, že pokud by ziskovost vydržela i v dalších kvartálech, mohla by SpaceX v budoucnu otevřít cestu do indexu S&P 500.
Umělá inteligence by se měla stát největším segmentem společnosti
Ve 2Q byl podle tržeb největším segmentem konektivita. Ve 3Q by se podle konsensu Bloombergu pořadí mělo změnit. Segment AI, který zahrnuje i sociální síť X a chatbota Grok, by měl vygenerovat tržby 6,30 mld. USD, konektivita 4,86 mld. USD a vesmír 1,43 mld. USD.
Ziskovost však zůstává soustředěna v konektivitě, kde analytici čekají provozní zisk 1,86 mld. USD a očištěný zisk EBITDA 2,94 mld. USD. Segment AI by měl skončit v provozní ztrátě 13,5 mil. USD, zde je však rozptyl odhadů analytiků obrovský, a to od ztráty 6,03 mld. USD až po zisk 1,35 mld. USD. Očištěný zisk EBITDA segmentu AI by měl dosáhnout 3,32 mld. USD. Segment vesmíru by měl vykázat provozní ztrátu 323 mil. USD.
Analytik Deutsche Bank Edison Yu očekává, že tržby z AI oproti 2Q vzrostly téměř trojnásobně na zhruba 6 mld. USD. Zákazníci, se kterými SpaceX uzavřel smlouvy na nákup výpočetního výkonu, mají podle něj hodnotu 54,5 mld. USD anualizovaných tržeb (run-rate), což je více než polovina cíle firmy dosáhnout ke konci roku 100 mld. USD. Mezi zákazníky přitom patří i Anthropic a Google.
Investice a financování hlavním tématem
Kapitálové výdaje by podle konsensu Bloombergu měly ve 3Q dosáhnout 19,60 mld. USD, odhady se pohybují v širokém rozpětí 13,12 až 27,88 mld. USD. Nejvíce by mělo znovu připadnout na AI, kde analytici počítají s investicemi 16,90 mld. USD. Provozní hotovostní toky by měly ve 3Q dosáhnout 11,03 mld. USD.
Edison Yu z Deutsche Bank odhaduje kapitálové výdaje za 3Q na 19 mld. USD. Wall Street podle Bloombergu počítá za celý rok s kapitálovými výdaji 67,3 mld. USD. Kromě datových center jdou peníze také do projektu výroby čipů Terafab a do vývoje rakety Starship. Kapitálové výdaje by podle analytiků dotázaných agenturou Bloomberg měly příští rok dosáhnout 172,4 mld. USD.
SpaceX si údajně chce půjčit 40 mld. USD na nákup čipů Nvidia. Firma přitom teprve před několika měsíci získala 25 mld. USD formou dluhu. Adam Jonas z Morgan Stanley očekává, že firma příští rok vydá dluh za dalších 80 mld. USD. „Potřeba dalšího financování zůstává klíčovým faktorem, který tlačí na sentiment, zejména vzhledem k nedávné sáze kolem zadlužení neocloudů,“ uvedl Jonas. Zároveň dodal, že svět, ve kterém by SpaceX nedokázal získat financování, by měl mnohem širší dopady na celou ekonomiku i na zbytek portfolií investorů.
Pozornost se upře i na Starship, Starlink a Teslu
Investoři budou čekat na novinky ohledně Starship. SpaceX ji naposledy vypustil v září, kdy se poprvé krátce dostala na oběžnou dráhu a vynesla 26 nových satelitů. Bloomberg mezi pozitivy zmiňuje dva úspěšné lety verze V3 a problém s tepelným štítem, který je považován za vyřešený.
U Starlinku trh čeká 14,23 mil. předplatitelů. Ve 2Q firma vykázala 12,0 mil. předplatitelů, což bylo pod odhadem 12,19 mil. Průměrný výnos na uživatele (ARPU) by měl činit 65,05 USD. U Starlinku bude trh také sledovat ambice v mobilních službách. Začátkem měsíce firma oznámila nákup části nízkopásmového spektra, čímž se přiblížila k roli mobilního operátora a konkurenta AT&T či T-Mobile US.
Neobvyklé je také načasování reportu. SpaceX termín oznámil jen dva pracovní dny předem a výsledky zveřejní den před Teslou. Trh spekuluje o možné fúzi obou Muskových firem, kterou podle několika analytiků lze očekávat do konce roku 2027. Spekulace minulý týden přiživila Tesla, když představila nový Roadster s raketovými tryskami od SpaceX.
Akcie SpaceX
Akcie SpaceX (SPCX) v předburzovní fázi obchodování oslabují o 0,94 % na 146,57 USD.
Aljašské ministerstvo financí ve třetím čtvrtletí snížilo svůj podíl ve společnosti Archrock o 32,6 % prodejem 27 893 akcií; nyní drží 57 559 akcií v hodnotě 1,742 milionu USD.
State of Alaska Department of Revenue lowered its holdings in Archrock, Inc. (NYSE:AROC – Free Report) by 32.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 57,559 shares of the energy company’s stock after selling 27,893 shares during the quarter. State of Alaska Department of Revenue’s holdings in Archrock were worth $1,742,000 as of its most recent filing with the SEC.
A number of other institutional investors and hedge funds also recently bought and sold shares of the business. BlackRock Inc. acquired a new stake in shares of Archrock in the second quarter valued at $1,217,511,000. Bank of America Corp DE bought a new position in shares of Archrock in the second quarter valued at about $262,070,000. Bank of New York Mellon Corp bought a new position in shares of Archrock in the second quarter valued at about $84,463,000. Energy Income Partners LLC acquired a new position in Archrock during the 2nd quarter worth about $58,510,000. Finally, Connor Clark & Lunn Investment Management Ltd. acquired a new position in Archrock during the 2nd quarter worth about $51,617,000. Institutional investors and hedge funds own 95.45% of the company’s stock.
Analyst Ratings Changes AROC has been the topic of a number of research analyst reports. Wells Fargo & Company decreased their price objective on shares of Archrock from $43.00 to $40.00 and set an “overweight” rating on the stock in a report on Thursday, August 6th. Royal Bank Of Canada boosted their target price on shares of Archrock from $44.00 to $46.00 and gave the stock an “outperform” rating in a research note on Monday, August 17th. Zacks Research downgraded shares of Archrock from a “hold” rating to a “strong sell” rating in a research note on Monday, August 31st. Weiss Ratings lowered shares of Archrock from a “buy (a-)” rating to a “buy (b)” rating in a research report on Tuesday, August 11th. Finally, Evercore set a $40.00 target price on shares of Archrock in a research report on Monday, August 17th. Ten investment analysts have rated the stock with a Buy rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Archrock presently has a consensus rating of “Moderate Buy” and an average target price of $42.12.
View Our Latest Stock Report on AROC Archrock Stock Down 0.7% Shares of NYSE:AROC opened at $29.36 on Tuesday. Archrock, Inc. has a one year low of $22.88 and a one year high of $42.23. The company has a 50 day moving average of $31.41 and a 200-day moving average of $34.81. The company has a debt-to-equity ratio of 1.51, a current ratio of 1.39 and a quick ratio of 0.94. The stock has a market cap of $5.15 billion, a price-to-earnings ratio of 15.48, a P/E/G ratio of 1.43 and a beta of 0.92.
Archrock (NYSE:AROC – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The energy company reported $0.38 earnings per share for the quarter, missing analysts’ consensus estimates of $0.45 by ($0.07). Archrock had a return on equity of 22.22% and a net margin of 21.84%. The business had revenue of $371.24 million for the quarter, compared to the consensus estimate of $393.19 million. During the same period last year, the firm earned $0.39 earnings per share. The company’s quarterly revenue was down 3.1% on a year-over-year basis. On average, sell-side analysts forecast that Archrock, Inc. will post 1.72 earnings per share for the current year.
Archrock Increases Dividend The firm also recently announced a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Tuesday, August 4th were given a dividend of $0.23 per share. This represents a $0.92 annualized dividend and a dividend yield of 3.1%. The ex-dividend date was Tuesday, August 4th. This is a positive change from Archrock’s previous quarterly dividend of $0.22. Archrock’s dividend payout ratio is presently 49.46%.
Archrock Company Profile (Free Report)
Archrock, Inc (NYSE: AROC) is a Houston-based energy infrastructure company that provides natural gas compression services in the United States. Compression is used to increase the pressure of natural gas so it can move efficiently through gathering systems, processing facilities, transmission pipelines and other midstream infrastructure.
The company operates a fleet of natural gas compressors and primarily serves customers through contract compression arrangements. Its services support a range of applications, including natural gas gathering, processing, transmission, storage and production.
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Black Stone Minerals, L.P. (NYSE:BSM – Get Free Report)’s share price passed above its fifty day moving average during trading on Monday. The stock has a fifty day moving average of $14.73 and traded as high as $15.03. Black Stone Minerals shares last traded at $14.8150, with a volume of 426,784 shares.
Analyst Upgrades and Downgrades BSM has been the topic of several research analyst reports. Weiss Ratings upgraded shares of Black Stone Minerals from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 20th. Zacks Research raised shares of Black Stone Minerals from a “strong sell” rating to a “hold” rating in a research note on Friday, July 31st. Five research analysts have rated the stock with a Hold rating. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $15.00.
View Our Latest Stock Analysis on Black Stone Minerals
Black Stone Minerals Stock Performance The firm has a 50 day moving average of $14.73 and a 200-day moving average of $14.28. The stock has a market capitalization of $3.15 billion, a PE ratio of 12.24 and a beta of 0.15. The company has a debt-to-equity ratio of 0.24, a quick ratio of 3.76 and a current ratio of 3.76. Black Stone Minerals (NYSE:BSM – Get Free Report) last announced its quarterly earnings data on Monday, August 3rd. The oil and gas producer reported $0.47 EPS for the quarter, topping analysts’ consensus estimates of $0.23 by $0.24. Black Stone Minerals had a return on equity of 41.48% and a net margin of 61.72%. The firm had revenue of $148.97 million during the quarter, compared to analyst estimates of $108.28 million. Research analysts forecast that Black Stone Minerals, L.P. will post 0.95 earnings per share for the current year.
Black Stone Minerals Increases Dividend The business also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Thursday, August 6th were given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 8.6%. This is a positive change from Black Stone Minerals’s previous quarterly dividend of $0.30. The ex-dividend date of this dividend was Thursday, August 6th. Black Stone Minerals’s payout ratio is currently 105.79%.
Insider Activity at Black Stone Minerals In related news, Director James Whitehead sold 2,127,105 shares of the firm’s stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $13.21, for a total transaction of $28,099,057.05. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 17.70% of the company’s stock.
Institutional Inflows and Outflows Several large investors have recently added to or reduced their stakes in the stock. Corient Private Wealth LLC boosted its stake in shares of Black Stone Minerals by 140.2% during the 4th quarter. Corient Private Wealth LLC now owns 207,367 shares of the oil and gas producer’s stock valued at $2,756,000 after buying an additional 121,043 shares during the period. Redhawk Wealth Advisors Inc. grew its holdings in shares of Black Stone Minerals by 103.0% during the 2nd quarter. Redhawk Wealth Advisors Inc. now owns 34,279 shares of the oil and gas producer’s stock valued at $479,000 after acquiring an additional 17,390 shares in the last quarter. Doliver Advisors LP increased its stake in shares of Black Stone Minerals by 30.4% in the second quarter. Doliver Advisors LP now owns 59,827 shares of the oil and gas producer’s stock worth $836,000 after acquiring an additional 13,950 shares during the last quarter. Murphy Middleton Hinkle & Parker Inc. acquired a new position in shares of Black Stone Minerals in the third quarter worth $162,000. Finally, SteelPeak Wealth LLC acquired a new position in shares of Black Stone Minerals in the first quarter worth $166,000. Institutional investors and hedge funds own 14.49% of the company’s stock.
(Get Free Report)
Black Stone Minerals, L.P. (NYSE: BSM) is a Houston-based publicly traded limited partnership that owns and manages mineral, royalty, overriding royalty and working interests in oil and natural gas properties across the United States. Unlike exploration and production companies, Black Stone generally does not operate wells; instead, it leases its mineral interests to oil and gas producers and receives royalty payments from production.
The company’s asset base is concentrated in several major onshore U.S.
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Universal Health Services má 27. října po uzavření trhu zveřejnit výsledky za třetí čtvrtletí 2026; analytici očekávají EPS ve výši 5,20 USD a tržby 4,71 miliardy USD.
Universal Health Services (NYSE:UHS – Get Free Report) is expected to announce its Q3 2026 results after the market closes on Tuesday, October 27th. Analysts expect Universal Health Services to post earnings of $5.20 per share and revenue of $4.71 billion for the quarter. Investors can check the company’s upcoming Q3 2026 earnings overview page for the latest details on the call scheduled for Wednesday, October 28, 2026 at 8:00 AM ET.
Universal Health Services (NYSE:UHS – Get Free Report) last posted its earnings results on Tuesday, July 28th. The health services provider reported $5.98 earnings per share for the quarter, topping the consensus estimate of $5.94 by $0.04. The firm had revenue of $4.64 billion during the quarter, compared to the consensus estimate of $4.58 billion. Universal Health Services had a net margin of 8.42% and a return on equity of 19.39%. The company’s revenue was up 8.3% on a year-over-year basis. During the same quarter last year, the company earned $5.35 earnings per share. On average, analysts expect Universal Health Services to post $22.86 EPS for the current fiscal year and $24.07 EPS for the next fiscal year.
Universal Health Services Price Performance UHS opened at $182.61 on Tuesday. The firm has a 50-day moving average price of $175.54 and a 200-day moving average price of $166.24. Universal Health Services has a twelve month low of $140.08 and a twelve month high of $246.32. The company has a quick ratio of 1.04, a current ratio of 1.12 and a debt-to-equity ratio of 0.54. The company has a market capitalization of $10.76 billion, a price-to-earnings ratio of 7.44, a PEG ratio of 1.14 and a beta of 1.03.
Analysts Set New Price Targets Several research firms recently commented on UHS. The Goldman Sachs Group cut their price objective on shares of Universal Health Services from $242.00 to $190.00 and set a “neutral” rating for the company in a report on Thursday, July 30th. Wells Fargo & Company lifted their price objective on shares of Universal Health Services from $165.00 to $166.00 and gave the company an “equal weight” rating in a research note on Monday, July 13th. Morgan Stanley lowered their target price on shares of Universal Health Services from $212.00 to $191.00 and set an “equal weight” rating on the stock in a report on Wednesday, July 29th. Weiss Ratings upgraded Universal Health Services from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, October 14th. Finally, UBS Group restated a “buy” rating on shares of Universal Health Services in a research report on Monday, August 31st. Six equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $204.94. Get Our Latest Stock Analysis on Universal Health Services
Universal Health Services Company Profile (Get Free Report)
Universal Health Services, Inc (NYSE: UHS) is a healthcare services company that owns and operates hospitals, outpatient facilities and other healthcare providers. Its operations are focused primarily on acute care and behavioral health services.
The company’s acute care operations include general and specialty hospitals, ambulatory surgery centers, emergency departments, physician practices and other outpatient services. Its behavioral health business provides inpatient and outpatient treatment for mental health conditions, substance-use disorders and related needs.
Universal Health Services serves patients across the United States and Puerto Rico, with additional behavioral health operations in the United Kingdom.
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Společnost Commercial Metals ve čtvrtletí vykázala zisk na akcii (EPS) ve výši 2,09 USD, čímž překonala odhad 1,95 USD, a tržby ve výši 2,66 miliardy USD, což představuje meziroční nárůst o 25,7 %.
State of Alaska Department of Revenue grew its position in Commercial Metals Company (NYSE:CMC – Free Report) by 78.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,095 shares of the basic materials company’s stock after buying an additional 12,368 shares during the quarter. State of Alaska Department of Revenue’s holdings in Commercial Metals were worth $1,743,000 at the end of the most recent quarter.
Several other institutional investors have also made changes to their positions in the company. USA Financial Formulas lifted its position in shares of Commercial Metals by 67.6% in the 1st quarter. USA Financial Formulas now owns 496 shares of the basic materials company’s stock valued at $30,000 after acquiring an additional 200 shares in the last quarter. Global Retirement Partners LLC acquired a new position in Commercial Metals in the 2nd quarter worth approximately $34,000. Caitong International Asset Management Co. Ltd boosted its stake in Commercial Metals by 617.2% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 832 shares of the basic materials company’s stock worth $58,000 after purchasing an additional 716 shares during the period. Integrated Wealth Concepts LLC acquired a new position in Commercial Metals in the 2nd quarter worth approximately $63,000. Finally, EverSource Wealth Advisors LLC grew its position in Commercial Metals by 105.0% during the 1st quarter. EverSource Wealth Advisors LLC now owns 1,222 shares of the basic materials company’s stock worth $75,000 after purchasing an additional 626 shares in the last quarter. 86.90% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In Several analysts have issued reports on the stock. Citigroup cut their target price on shares of Commercial Metals from $85.00 to $75.00 and set a “buy” rating on the stock in a research note on Tuesday, July 7th. Morgan Stanley reduced their target price on Commercial Metals from $88.00 to $84.00 and set an “overweight” rating for the company in a report on Monday. Barclays raised their target price on Commercial Metals from $75.00 to $80.00 and gave the stock an “equal weight” rating in a research report on Friday, August 7th. Wall Street Zen cut Commercial Metals from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $85.00 price target on shares of Commercial Metals in a report on Thursday, August 6th. Ten investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $79.45.
Read Our Latest Stock Report on Commercial Metals Commercial Metals Price Performance CMC opened at $64.59 on Tuesday. The stock has a market cap of $7.14 billion, a price-to-earnings ratio of 11.00, a PEG ratio of 0.25 and a beta of 1.53. Commercial Metals Company has a 1 year low of $55.97 and a 1 year high of $84.87. The company has a current ratio of 2.34, a quick ratio of 1.66 and a debt-to-equity ratio of 0.71. The stock has a fifty day moving average price of $66.63 and a 200 day moving average price of $68.37.
Commercial Metals (NYSE:CMC – Get Free Report) last issued its earnings results on Thursday, October 15th. The basic materials company reported $2.09 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $0.14. Commercial Metals had a return on equity of 17.00% and a net margin of 6.98%. The firm had revenue of $2.66 billion for the quarter, compared to the consensus estimate of $2.56 billion. During the same quarter in the previous year, the company posted $1.37 earnings per share. The business’s quarterly revenue was up 25.7% compared to the same quarter last year. Analysts forecast that Commercial Metals Company will post 7.67 EPS for the current fiscal year.
Commercial Metals Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Wednesday, November 11th. Stockholders of record on Wednesday, October 28th will be issued a dividend of $0.20 per share. This represents a $0.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Wednesday, October 28th. Commercial Metals’s payout ratio is currently 13.63%.
Commercial Metals declared that its Board of Directors has authorized a stock repurchase plan on Wednesday, August 5th that allows the company to buy back $600.00 million in outstanding shares. This buyback authorization allows the basic materials company to reacquire up to 7.5% of its shares through open market purchases. Share buyback plans are generally a sign that the company’s management believes its shares are undervalued.
Insider Activity In other news, Director John McPherson purchased 1,390 shares of Commercial Metals stock in a transaction dated Thursday, August 13th. The stock was acquired at an average cost of $71.92 per share, for a total transaction of $99,968.80. Following the acquisition, the director directly owned 21,927 shares in the company, valued at $1,576,989.84. This represents a 6.77% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 0.62% of the stock is currently owned by corporate insiders.
(Free Report)
Commercial Metals Company (NYSE:CMC) is a steel and metals manufacturer, recycler and fabricator headquartered in Irving, Texas. The company produces and sells steel products used in construction, infrastructure and industrial applications, including reinforcing bar, wire rod, merchant bar, structural steel and related products.
CMC operates an integrated recycling and manufacturing model. Its recycling facilities collect and process ferrous and nonferrous scrap metal, which is used as raw material in the company’s electric-arc-furnace steel mills.
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Chemed (NYSE:CHE – Get Free Report) is expected to be releasing its Q3 2026 results after the market closes on Tuesday, October 27th. Analysts expect the company to announce earnings of $6.39 per share and revenue of $685.04 million for the quarter. Chemed has set its FY 2026 guidance at 25.000-25.750 EPS. Investors may visit the company’s upcoming Q3 2026 earnings report page for the latest details on the call scheduled for Wednesday, October 28, 2026 at 10:00 AM ET.
Chemed (NYSE:CHE – Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $6.06 EPS for the quarter, beating analysts’ consensus estimates of $5.60 by $0.46. Chemed had a net margin of 10.60% and a return on equity of 31.77%. The company had revenue of $673.25 million for the quarter, compared to analyst estimates of $665.04 million. During the same period in the previous year, the business posted $4.27 earnings per share. Chemed’s quarterly revenue was up 8.8% on a year-over-year basis. On average, analysts expect Chemed to post $23.55 EPS for the current fiscal year and $25.17 EPS for the next fiscal year.
Chemed Price Performance Shares of NYSE:CHE opened at $508.20 on Tuesday. The company has a 50-day simple moving average of $516.74 and a 200-day simple moving average of $472.72. Chemed has a one year low of $365.20 and a one year high of $557.00. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.89 and a current ratio of 0.91. The stock has a market capitalization of $6.64 billion, a price-to-earnings ratio of 23.88, a PEG ratio of 2.06 and a beta of 0.51.
Chemed Increases Dividend The business also recently declared a quarterly dividend, which was paid on Thursday, September 3rd. Investors of record on Monday, August 17th were issued a dividend of $0.70 per share. This is an increase from Chemed’s previous quarterly dividend of $0.60. This represents a $2.80 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Monday, August 17th. Chemed’s dividend payout ratio is 14.06%. Insiders Place Their Bets In other Chemed news, EVP Spencer Lee sold 1,000 shares of the company’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $541.04, for a total transaction of $541,040.00. Following the completion of the transaction, the executive vice president owned 13,912 shares in the company, valued at approximately $7,526,948.48. This represents a 6.71% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Kevin McNamara sold 2,000 shares of the firm’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $539.51, for a total transaction of $1,079,020.00. Following the completion of the sale, the chief executive officer owned 70,418 shares of the company’s stock, valued at $37,991,215.18. This trade represents a 2.76% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 9,190 shares of company stock worth $4,833,160. 3.33% of the stock is owned by insiders.
Wall Street Analysts Forecast Growth CHE has been the topic of several recent research reports. Wall Street Zen upgraded Chemed from a “buy” rating to a “strong-buy” rating in a research report on Saturday, October 10th. UBS Group started coverage on Chemed in a research note on Friday, September 25th. They set a “buy” rating and a $650.00 price objective for the company. Bank of America reaffirmed a “neutral” rating on shares of Chemed in a research report on Wednesday, July 29th. Weiss Ratings upgraded Chemed from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, October 8th. Finally, Oppenheimer upped their price target on Chemed from $500.00 to $590.00 and gave the stock an “outperform” rating in a research note on Friday, July 31st. Two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $554.60.
Check Out Our Latest Analysis on Chemed
Chemed Company Profile (Get Free Report)
Chemed Corporation (NYSE:CHE) is a Cincinnati, Ohio-based company that provides healthcare and residential and commercial services through two operating businesses: VITAS Healthcare and Roto-Rooter. Its operations serve customers primarily in the United States, with Roto-Rooter also providing services in Canada.
VITAS Healthcare is a provider of hospice and palliative care for individuals with advanced illnesses. The business delivers care in patients’ homes, hospice inpatient units, hospitals, nursing facilities and other care settings.
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