Track market-moving stories before they get noisy

Posted by Defense World Staff on Jul 22nd, 2026

ABN Amro Investment Solutions decreased its position in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 5.7% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 110,956 shares of the semiconductor company’s stock after selling 6,760 shares during the period. ABN Amro Investment Solutions owned approximately 0.06% of Synopsys worth $43,992,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in SNPS. Sankala Group LLC purchased a new stake in Synopsys in the 4th quarter worth about $25,000. Thurston Springer Miller Herd & Titak Inc. bought a new stake in Synopsys in the fourth quarter worth about $28,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of Synopsys during the fourth quarter valued at approximately $28,000. Atlas Capital Advisors Inc. bought a new position in shares of Synopsys during the fourth quarter valued at approximately $32,000. Finally, Phillip James Consulting Co. bought a new position in shares of Synopsys during the fourth quarter valued at approximately $36,000. Institutional investors own 85.47% of the company’s stock.

Synopsys Price Performance SNPS opened at $389.07 on Wednesday. Synopsys, Inc. has a 12-month low of $366.00 and a 12-month high of $651.73. The business’s fifty day simple moving average is $464.07 and its 200-day simple moving average is $457.23. The company has a market capitalization of $74.50 billion, a price-to-earnings ratio of 90.06, a PEG ratio of 2.22 and a beta of 1.22. The company has a current ratio of 1.43, a quick ratio of 1.32 and a debt-to-equity ratio of 0.33.

Synopsys (NASDAQ:SNPS – Get Free Report) last issued its earnings results on Wednesday, May 27th. The semiconductor company reported $3.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.15 by $0.20. The company had revenue of $2.28 billion for the quarter, compared to analysts’ expectations of $2.25 billion. Synopsys had a net margin of 8.91% and a return on equity of 5.83%. The firm’s quarterly revenue was up 41.9% on a year-over-year basis. During the same period in the prior year, the business earned $3.67 EPS. Synopsys has set its FY 2026 guidance at 14.720-14.800 EPS and its Q3 2026 guidance at 3.630-3.690 EPS. On average, equities research analysts anticipate that Synopsys, Inc. will post 10.65 earnings per share for the current fiscal year.

Analyst Ratings Changes A number of equities research analysts recently issued reports on SNPS shares. BNP Paribas Exane raised their price target on Synopsys from $425.00 to $450.00 and gave the stock an “underperform” rating in a research note on Thursday, May 28th. Robert W. Baird set a $558.00 price objective on Synopsys in a research report on Thursday, May 28th. Benchmark started coverage on Synopsys in a research note on Wednesday, July 15th. They issued a “buy” rating and a $570.00 target price on the stock. KeyCorp reiterated an “overweight” rating on shares of Synopsys in a research report on Thursday, May 28th. Finally, Berenberg Bank set a $633.00 target price on shares of Synopsys in a research note on Wednesday, May 27th. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Synopsys currently has an average rating of “Moderate Buy” and a consensus price target of $570.06.

Check Out Our Latest Research Report on SNPS

Insider Buying and Selling In related news, CFO Shelagh Glaser sold 3,394 shares of Synopsys stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $450.02, for a total transaction of $1,527,367.88. Following the transaction, the chief financial officer directly owned 14,358 shares of the company’s stock, valued at $6,461,387.16. This trade represents a 19.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sassine Ghazi sold 14,603 shares of Synopsys stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $458.96, for a total transaction of $6,702,192.88. Following the transaction, the chief executive officer directly owned 75,020 shares in the company, valued at approximately $34,431,179.20. The trade was a 16.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 0.56% of the stock is currently owned by company insiders.

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

Positive Sentiment: Mizuho said Moonshot AI’s Kimi K3 release reinforces, rather than weakens, the case for agentic AI and could benefit EDA software leaders like Synopsys, prompting a “buy the dip” view after the recent selloff. Buy the dip in EDA stocks as Kimi K3 boosts agentic AI thesis: Mizuho Positive Sentiment: Another analysis argued Synopsys should benefit regardless of which companies win the AI race, since AI development across the industry still requires chip-design software and infrastructure. Synopsys Should Benefit No Matter Who Wins The AI Race. Here’s What Explains Its Poor Stock Performance. Neutral Sentiment: Technical-trading coverage said SNPS was testing an important price level and had shown signs of stabilization, suggesting traders may be watching for a reversal rather than reacting to a new business catalyst. Stock Of The Day: Will Synopsys Reverse? Neutral Sentiment: Broader market headlines also mentioned SNPS in the context of a firmer futures market, which may have helped sentiment somewhat, but did not add company-specific news. Stock Market Today: S&P 500, Dow Jones Futures Gain as Trump Says Iran is ‘Very, Very Badly Damaged’— Eva Live, RTX, Synopsys in Focus Synopsys Profile (Free Report)

Synopsys, Inc is a leading provider of electronic design automation (EDA) software and semiconductor intellectual property (IP) used to design, verify and manufacture integrated circuits and complex systems-on-chip (SoCs). Its product portfolio spans tools and technologies for front‑end design and synthesis, simulation and verification, physical implementation and signoff, and design-for-manufacturability, enabling chip designers to move from architecture through tape‑out.

In addition to core EDA offerings, Synopsys supplies a broad set of semiconductor IP building blocks — such as interface, memory and analog/mixed-signal cores — that customers integrate into SoCs to accelerate development.

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

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Posted by Defense World Staff on Jul 22nd, 2026

California Public Employees Retirement System cut its holdings in shares of Genuine Parts Company (NYSE:GPC – Free Report) by 23.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 268,064 shares of the specialty retailer’s stock after selling 80,037 shares during the period. California Public Employees Retirement System owned about 0.19% of Genuine Parts worth $28,348,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in the business. Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its holdings in shares of Genuine Parts by 85.0% in the 1st quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 30,262 shares of the specialty retailer’s stock valued at $3,200,000 after buying an additional 13,900 shares during the period. Montag A & Associates Inc. boosted its stake in shares of Genuine Parts by 19.6% in the first quarter. Montag A & Associates Inc. now owns 64,855 shares of the specialty retailer’s stock worth $6,923,000 after buying an additional 10,622 shares during the last quarter. Paradiem LLC acquired a new stake in Genuine Parts during the first quarter worth about $3,154,000. Conning Inc. grew its holdings in Genuine Parts by 5.7% during the fourth quarter. Conning Inc. now owns 246,390 shares of the specialty retailer’s stock worth $30,296,000 after acquiring an additional 13,357 shares during the period. Finally, Hsbc Holdings PLC raised its position in Genuine Parts by 19.5% during the fourth quarter. Hsbc Holdings PLC now owns 477,970 shares of the specialty retailer’s stock valued at $58,887,000 after acquiring an additional 77,936 shares in the last quarter. 78.83% of the stock is owned by hedge funds and other institutional investors.

Genuine Parts Stock Performance NYSE GPC opened at $119.70 on Wednesday. The stock has a market capitalization of $16.47 billion, a price-to-earnings ratio of 278.38 and a beta of 0.63. Genuine Parts Company has a twelve month low of $90.78 and a twelve month high of $151.57. The company has a current ratio of 1.09, a quick ratio of 0.48 and a debt-to-equity ratio of 0.77. The stock has a 50-day moving average of $108.96 and a 200 day moving average of $115.53.

Genuine Parts (NYSE:GPC – Get Free Report) last issued its quarterly earnings data on Tuesday, July 21st. The specialty retailer reported $2.15 EPS for the quarter, beating the consensus estimate of $2.08 by $0.07. Genuine Parts had a return on equity of 22.28% and a net margin of 0.24%.The company had revenue of $6.54 billion for the quarter, compared to analyst estimates of $6.43 billion. During the same period last year, the company earned $2.10 earnings per share. Genuine Parts’s quarterly revenue was up 6.0% compared to the same quarter last year. Genuine Parts has set its FY 2026 guidance at 7.500-8.000 EPS. Sell-side analysts anticipate that Genuine Parts Company will post 7.69 EPS for the current fiscal year.

Genuine Parts Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Friday, June 5th were given a dividend of $1.0625 per share. The ex-dividend date was Friday, June 5th. This represents a $4.25 dividend on an annualized basis and a dividend yield of 3.6%. Genuine Parts’s dividend payout ratio (DPR) is 988.37%.

Analyst Upgrades and Downgrades Several equities research analysts have commented on GPC shares. Truist Financial lowered their price objective on Genuine Parts from $127.00 to $124.00 and set a “hold” rating on the stock in a research report on Wednesday, April 22nd. UBS Group cut their target price on shares of Genuine Parts from $135.00 to $125.00 and set a “neutral” rating for the company in a report on Wednesday, April 22nd. Weiss Ratings reiterated a “hold (c-)” rating on shares of Genuine Parts in a research note on Wednesday, June 24th. DA Davidson increased their price target on shares of Genuine Parts from $145.00 to $150.00 and gave the stock a “buy” rating in a report on Monday, July 6th. Finally, Zacks Research raised shares of Genuine Parts from a “strong sell” rating to a “hold” rating in a report on Monday, May 25th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, Genuine Parts has an average rating of “Moderate Buy” and a consensus target price of $144.50.

Check Out Our Latest Analysis on Genuine Parts

Insider Activity In related news, insider James F. Howe sold 415 shares of Genuine Parts stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $104.33, for a total value of $43,296.95. Following the sale, the insider owned 25,589 shares of the company’s stock, valued at approximately $2,669,700.37. This trade represents a 1.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.13% of the stock is owned by company insiders.

Genuine Parts News Roundup Here are the key news stories impacting Genuine Parts this week:

Positive Sentiment: Genuine Parts Company reported Q2 adjusted EPS of $2.15, topping estimates of $2.10, while revenue of $6.54 billion also beat consensus; sales rose 6% year over year, helped by broad-based growth and strength in the industrial business. Genuine Parts Company Reports Second Quarter 2026 Results; Reaffirms 2026 Outlook for Adjusted EPS of $7.50 to $8.00 Positive Sentiment: The company said execution remained disciplined and reaffirmed its 2026 adjusted EPS outlook of $7.50 to $8.00, signaling management confidence in the business despite a mixed operating backdrop. Genuine Parts Company Reports Second Quarter 2026 Results; Reaffirms 2026 Outlook for Adjusted EPS of $7.50 to $8.00 Neutral Sentiment: Updated FY 2026 guidance calls for EPS of $7.50 to $8.00 and revenue of $25.0 billion to $25.6 billion, which is broadly in line with Wall Street expectations and may limit upside enthusiasm. Genuine Parts Company Reports Second Quarter 2026 Results; Reaffirms 2026 Outlook for Adjusted EPS of $7.50 to $8.00 Neutral Sentiment: Investors are also parsing the earnings call transcript and presentation for details on demand trends, margins, and management’s outlook, but the key headline remains a modest beat with maintained guidance. Genuine Parts Company (GPC) Q2 2026 Earnings Call Transcript Genuine Parts Company Profile (Free Report)

Genuine Parts Company (NYSE: GPC) is a global distributor of automotive replacement parts, industrial parts and business products with a history dating back to 1928. Headquartered in Atlanta, Georgia, the company operates a broad distribution network and retail presence serving repair shops, independent retailers, industrial customers and commercial accounts. Its business model centers on stocking and delivering a wide range of parts and supplies to support aftermarket and maintenance needs across multiple end markets.

Genuine Parts conducts its operations through several well-known operating groups and subsidiaries.

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

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Key Takeaways NYT is highlighted for earnings estimate gains, 19.1% expected earnings growth and a 1.22% dividend yield.COCO offers 48.7% expected earnings growth and has seen current-year earnings estimates edge higher.HRL combines 9.5% expected earnings growth, higher earnings estimates and a 4.63% dividend yield. Hostilities have resumed in the Middle East, with the United States carrying out its 10th consecutive night of strikes on Iran. Oil prices have again been surging, and consumers fear that inflation, which somewhat eased in June, might increase again.

Markets have remained volatile for most of June and July, triggered by concerns over the sustainability of tech stocks. Renewed fears of a slowing economy could further derail stocks. Given this scenario, we recommend buying three defensive stocks from the consumer staples sector, namely, The New York Times Company (NYT - Free Report) , The Vita Coco Company, Inc. (COCO - Free Report) and Hormel Foods Corporation (HRL - Free Report) .

Volatility Grips Wall StreetOil prices have surged more than 5% since the United States resumed its attack on Iran earlier this month after President Donald Trump declared that the ceasefire is “over.” On Tuesday, energy prices moved up and down as investors closely watched a fresh diplomatic push toward ending the ongoing hostilities.

West Texas Intermediate crude futures rose 2% to settle at $84.91 a barrel, while international benchmark Brent was up 2% to end at $91.01 per barrel.

Inflation eased substantially in June after a temporary memorandum of understanding was reached by the United States and Iran to end hostilities. The consumer price index (CPI) dipped 0.4% month over month in June, after increasing 0.5% in May. The monthly decline in CPI was the biggest since April 2020.

Year over year, CPI declined to 3.5% in June, more than the consensus estimate of a reading of 3.8%. The decline follows a reading of 4.2% in May.

However, concerns have been growing that inflation could spike again if oil prices continue to surge after renewed hostilities between the United States and Iran. Markets have already been volatile over the past month, triggered by a massive tech sell-off on growing worries over the sustainability of AI-related stocks.

Although inflation eased in June, it remains sharply higher than the Federal Reserve’s 2% target. High inflation has posed a major challenge for the Fed. The central bank has been contemplating an interest rate hike by the end of this year.

Markets are pricing in a 25-basis-point rate hike by the Fed sometime this year. Higher borrowing costs could further impact the spending power of consumers and the broader economy.

3 Consumer Staple Stocks With UpsideThe New York Times CompanyThe New York Times Company is a leading global media organization focused on delivering high-quality journalism and information. Founded in 1851 and incorporated in 1896, NYT has evolved from a traditional newspaper publisher into a diversified digital-first media company with a strong global subscriber base and a growing portfolio of lifestyle and entertainment products. 

The New York Times Company has an expected earnings growth rate of 19.1% for the current year. The Zacks Consensus Estimate for current-year earnings has improved 1% over the last 60 days. The New York Times Company has a beta of 0.96 and a current dividend yield of 1.22%. NYT has a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Vita Coco CompanyThe Vita Coco Company, Inc. provides a beverage platform. COCO’s brands include coconut water, Vita Coco; clean energy drink Runa; sustainable enhanced water, Ever & Ever and protein-infused water, PWR LIFT.

The Vita Coco Company’s expected earnings growth rate for the current year is 48.7%. The Zacks Consensus Estimate for the current year’s earnings has improved 0.6% over the past 60 days. COCO currently has a Zacks Rank #2 (Buy). The Vita Coco Company has a beta of 0.77.

Hormel Foods CorporationHormel Foods Corporation is a leading manufacturer as well as marketer of various meat and food products in the United States and international markets. 

Hormel Foods Corporation has an expected earnings growth rate of 9.5% for the current year. The Zacks Consensus Estimate for current-year earnings has improved 3.5% over the last 60 days. HRL has a Zacks Rank #2. Hormel Foods Corporation has a beta of 0.34 and a current dividend yield of 4.63%.

BELLEVUE, Wash.--(BUSINESS WIRE)--Samsung's newest Galaxy devices deserve the best wireless experience to match. T-Mobile (NASDAQ: TMUS) today announced Samsung's full summer lineup — the new Galaxy Z Fold8 Ultra, Galaxy Z Fold8, Galaxy Z Flip8, Galaxy Watch9 and Galaxy Watch Ultra2 — is coming to T-Mobile with pre-orders starting today and availability on August 7. Only at T-Mobile can customers get more from Samsung's newest devices — with America's Best Network and industry-leading plans pac.

Dow Inc. (NYSE:DOW) will release earnings for its second quarter before the opening bell on Thursday, July 23.

Analysts expect the company to report quarterly earnings of $1.28 per share, versus a loss of 42 cents per share in the year-ago period. The consensus estimate for Dow’s quarterly revenue is $12.18 billion. It reported $10.1 billion last year, according to Benzinga Pro.

Ahead of quarterly earnings, Morgan Stanley analyst Vincent Andrews maintained Dow with an Equal-Weight rating on Monday and lowered the price target from $41 to $39.

With the recent buzz around Dow, some investors may be eyeing potential gains from the company’s dividends too. As of now, Dow has an annual dividend yield of 4.59%, which is a quarterly dividend amount of 35 cents per share ($1.40 a year).

To figure out how to earn $500 monthly from Dow, we start with the yearly target of $6,000 ($500 x 12 months).

Next, we take this amount and divide it by Dow’s $1.40 dividend: $6,000 / $1.40 = 4,286 shares.

So, an investor would need to own approximately $130,594 worth of Dow, or 4,286 shares to generate a monthly dividend income of $500.

Assuming a more conservative goal of $100 monthly ($1,200 annually), we do the same calculation: $1,200 / $1.40 = 857 shares, or $26,113 to generate a monthly dividend income of $100.

Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.

The dividend yield is calculated by dividing the annual dividend payment by the current stock price. As the stock price changes, the dividend yield will also change.

For example, if a stock pays an annual dividend of $2 and its current price is $50, its dividend yield would be 4%. However, if the stock price increases to $60, the dividend yield would decrease to 3.33% ($2/$60).

Conversely, if the stock price decreases to $40, the dividend yield would increase to 5% ($2/$40).

Further, the dividend payment itself can also change over time, which can also impact the dividend yield. If a company increases its dividend payment, the dividend yield will increase even if the stock price remains the same. Similarly, if a company decreases its dividend payment, the dividend yield will decrease.

DOW Price Action: Shares of Dow gained by 0.3% to close at $30.47 on Tuesday.

Image via Jason Raff/Shutterstock

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Baader Bank Aktiengesellschaft bought a new position in shares of U.S. Bancorp (NYSE:USB – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 15,013 shares of the financial services provider’s stock, valued at approximately $781,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. lifted its position in U.S. Bancorp by 1.3% during the fourth quarter. Vanguard Group Inc. now owns 146,376,783 shares of the financial services provider’s stock worth $7,810,665,000 after buying an additional 1,828,404 shares in the last quarter. State Street Corp raised its holdings in shares of U.S. Bancorp by 0.8% during the 4th quarter. State Street Corp now owns 69,701,898 shares of the financial services provider’s stock worth $3,755,083,000 after acquiring an additional 522,368 shares during the period. Geode Capital Management LLC boosted its position in shares of U.S. Bancorp by 1.2% during the 4th quarter. Geode Capital Management LLC now owns 37,679,617 shares of the financial services provider’s stock valued at $2,002,518,000 after acquiring an additional 443,646 shares during the last quarter. Norges Bank purchased a new stake in shares of U.S. Bancorp in the fourth quarter valued at about $1,887,497,000. Finally, Auto Owners Insurance Co grew its holdings in shares of U.S. Bancorp by 5,236.0% in the fourth quarter. Auto Owners Insurance Co now owns 33,350,000 shares of the financial services provider’s stock valued at $1,779,556,000 after purchasing an additional 32,725,000 shares during the period. 77.60% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets A number of equities analysts have commented on the stock. Weiss Ratings raised shares of U.S. Bancorp from a “buy (b-)” rating to a “buy (b)” rating in a research note on Monday, May 4th. Keefe, Bruyette & Woods raised their price target on shares of U.S. Bancorp from $63.00 to $66.00 and gave the stock a “market perform” rating in a report on Friday, July 17th. Stephens lifted their price target on shares of U.S. Bancorp from $63.00 to $67.00 and gave the company an “equal weight” rating in a research report on Friday. DA Davidson upped their price objective on U.S. Bancorp from $72.00 to $74.00 and gave the company a “buy” rating in a report on Friday. Finally, Robert W. Baird raised their target price on U.S. Bancorp from $64.00 to $68.00 and gave the stock a “neutral” rating in a research note on Friday, July 17th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $67.00.

Read Our Latest Report on U.S. Bancorp

Insider Transactions at U.S. Bancorp In other U.S. Bancorp news, EVP Venkatachari Dilip sold 34,522 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $55.52, for a total transaction of $1,916,661.44. Following the sale, the executive vice president directly owned 51,292 shares in the company, valued at $2,847,731.84. This represents a 40.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.21% of the stock is owned by company insiders.

U.S. Bancorp Stock Up 0.9% Shares of NYSE USB opened at $63.69 on Wednesday. The company has a quick ratio of 0.82, a current ratio of 0.83 and a debt-to-equity ratio of 0.96. The business’s 50 day moving average is $58.24 and its two-hundred day moving average is $56.22. U.S. Bancorp has a 52-week low of $43.46 and a 52-week high of $64.84. The firm has a market cap of $98.78 billion, a price-to-earnings ratio of 12.71, a PEG ratio of 1.04 and a beta of 0.96.

U.S. Bancorp (NYSE:USB – Get Free Report) last issued its quarterly earnings data on Thursday, July 16th. The financial services provider reported $1.35 earnings per share for the quarter, beating analysts’ consensus estimates of $1.28 by $0.07. The business had revenue of $7.71 billion during the quarter, compared to analysts’ expectations of $7.58 billion. U.S. Bancorp had a return on equity of 13.69% and a net margin of 18.49%.During the same period in the previous year, the firm posted $1.11 earnings per share. Research analysts predict that U.S. Bancorp will post 5.2 EPS for the current year.

U.S. Bancorp Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were given a $0.52 dividend. This represents a $2.08 annualized dividend and a yield of 3.3%. The ex-dividend date of this dividend was Tuesday, June 30th. U.S. Bancorp’s payout ratio is currently 41.52%.

More U.S. Bancorp News Here are the key news stories impacting U.S. Bancorp this week:

Positive Sentiment: Evercore ISI upgraded U.S. Bancorp (USB) from in-line to outperform and set a $72 price target, pointing to meaningful upside from current levels. The Fly article Positive Sentiment: JPMorgan raised U.S. Bancorp (USB) from underweight to neutral and increased its price target to $67.50, citing growth in fee revenue. Benzinga article Positive Sentiment: Recent commentary highlighted U.S. Bancorp as a strong dividend stock, which may be supporting investor interest in the name. Zacks article Neutral Sentiment: Several recent articles compared USB’s year-to-date performance with other financial stocks, suggesting the stock has been performing solidly relative to peers, but these pieces were mostly informational rather than clearly market-moving. MSN article About U.S. Bancorp (Free Report)

U.S. Bancorp (NYSE: USB) is a bank holding company and the parent of U.S. Bank, a national commercial bank that provides a wide range of banking, investment, mortgage, trust and payment services. The company operates through consumer and business banking, commercial banking, payment services, and wealth management segments. Its product set includes deposit accounts, consumer and commercial lending, mortgage origination and servicing, credit and debit card services, treasury and cash management, merchant processing, and institutional and trust services.

Headquartered in Minneapolis, Minnesota, U.S.

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

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Posted by Defense World Staff on Jul 22nd, 2026

Bank of New York Mellon Corp trimmed its holdings in Globe Life Inc. (NYSE:GL – Free Report) by 1.9% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 558,911 shares of the company’s stock after selling 10,905 shares during the period. Bank of New York Mellon Corp owned 0.71% of Globe Life worth $77,784,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in Globe Life during the fourth quarter worth approximately $155,617,000. Northwestern Mutual Wealth Management Co. grew its stake in Globe Life by 34,786.0% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 881,919 shares of the company’s stock worth $123,345,000 after acquiring an additional 879,391 shares during the period. AQR Capital Management LLC raised its holdings in Globe Life by 98.6% in the 2nd quarter. AQR Capital Management LLC now owns 1,402,690 shares of the company’s stock valued at $174,340,000 after acquiring an additional 696,548 shares during the last quarter. Balyasny Asset Management L.P. acquired a new position in Globe Life in the 3rd quarter valued at $80,925,000. Finally, Arrowstreet Capital Limited Partnership lifted its stake in shares of Globe Life by 32.9% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 1,435,247 shares of the company’s stock worth $200,734,000 after purchasing an additional 355,399 shares during the period. 81.61% of the stock is currently owned by hedge funds and other institutional investors.

Globe Life Trading Up 0.1% NYSE:GL opened at $184.38 on Wednesday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.07 and a current ratio of 0.07. Globe Life Inc. has a one year low of $120.05 and a one year high of $191.55. The business’s 50-day simple moving average is $167.76 and its 200 day simple moving average is $152.23. The stock has a market cap of $14.32 billion, a price-to-earnings ratio of 12.75 and a beta of 0.47.

Globe Life (NYSE:GL – Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $3.43 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.46 by ($0.03). The company had revenue of $1.56 billion during the quarter, compared to the consensus estimate of $1.56 billion. Globe Life had a return on equity of 20.94% and a net margin of 19.38%.The firm’s quarterly revenue was up 5.3% on a year-over-year basis. During the same quarter last year, the firm posted $3.07 EPS. As a group, sell-side analysts predict that Globe Life Inc. will post 15.64 earnings per share for the current fiscal year.

Globe Life Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be paid a dividend of $0.33 per share. The ex-dividend date is Monday, July 6th. This represents a $1.32 annualized dividend and a yield of 0.7%. Globe Life’s dividend payout ratio is 9.13%.

Insider Transactions at Globe Life In related news, Director Cheryl Alston sold 8,258 shares of the firm’s stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $179.24, for a total value of $1,480,163.92. Following the sale, the director directly owned 16,621 shares in the company, valued at $2,979,148.04. This trade represents a 33.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO James Matthew Darden sold 4,663 shares of the firm’s stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $153.88, for a total value of $717,542.44. Following the transaction, the chief executive officer directly owned 58,451 shares in the company, valued at $8,994,439.88. This trade represents a 7.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 124,187 shares of company stock valued at $19,529,414 over the last ninety days. Insiders own 2.11% of the company’s stock.

Wall Street Analyst Weigh In A number of equities research analysts have recently commented on the company. Jefferies Financial Group lifted their price objective on Globe Life from $147.00 to $166.00 and gave the company a “hold” rating in a research report on Friday, July 10th. Weiss Ratings downgraded Globe Life from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday. TD Cowen raised their price target on Globe Life from $199.00 to $215.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. Morgan Stanley raised their price target on Globe Life from $181.00 to $208.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. Finally, Piper Sandler lifted their price target on Globe Life from $175.00 to $200.00 and gave the company an “overweight” rating in a report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $186.60.

Get Our Latest Stock Report on GL

About Globe Life (Free Report)

Globe Life, traded on the NYSE under the symbol GL, is a U.S.-based insurance holding company that underwrites and distributes a range of life and supplemental health insurance products. Through its subsidiary brands—Globe Life, American Income Life, Liberty National Life, United American Insurance Company and Family Heritage Life—it offers term life, whole life, fixed annuities and supplemental health coverage designed to meet the needs of individuals and families across various socioeconomic segments.

The company’s product suite includes low-cost, easy-to-understand life insurance policies, accidental death and dismemberment coverage, hospital indemnity plans and specified disease insurance.

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

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Moody's (MCO - Free Report) came out with quarterly earnings of $4.68 per share, beating the Zacks Consensus Estimate of $4.24 per share. This compares to earnings of $3.56 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +10.38%. A quarter ago, it was expected that this credit ratings agency would post earnings of $4.25 per share when it actually produced earnings of $4.33, delivering a surprise of +1.88%.

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

Moody's, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $2.19 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.43%. This compares to year-ago revenues of $1.9 billion. The company has topped consensus revenue estimates four times over the last four quarters.

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

Moody's shares have lost about 3.9% since the beginning of the year versus the S&P 500's gain of 9.7%.

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

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

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

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $4.35 on $2.09 billion in revenues for the coming quarter and $16.73 on $8.26 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Miscellaneous Services is currently in the bottom 25% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, HIVE Digital Technologies (HIVE - Free Report) , is yet to report results for the quarter ended June 2026.

This crypto currency mining company is expected to post quarterly loss of $0.20 per share in its upcoming report, which represents a year-over-year change of -233.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

HIVE Digital Technologies' revenues are expected to be $80.19 million, up 75.8% from the year-ago quarter.

Posted by Defense World Staff on Jul 22nd, 2026

Andra AP fonden raised its position in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 15.2% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 101,030 shares of the company’s stock after acquiring an additional 13,330 shares during the quarter. Andra AP fonden’s holdings in Airbnb were worth $12,758,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in ABNB. Merit Financial Group LLC raised its position in Airbnb by 72.1% during the fourth quarter. Merit Financial Group LLC now owns 32,994 shares of the company’s stock valued at $4,478,000 after purchasing an additional 13,818 shares during the period. North Dakota State Investment Board purchased a new position in shares of Airbnb in the 4th quarter worth approximately $2,785,000. North Star Asset Management Inc. increased its position in shares of Airbnb by 13.4% during the 4th quarter. North Star Asset Management Inc. now owns 78,564 shares of the company’s stock valued at $10,663,000 after purchasing an additional 9,294 shares during the last quarter. Mitsubishi UFJ Trust & Banking Corp increased its position in shares of Airbnb by 18.3% during the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 223,291 shares of the company’s stock valued at $30,305,000 after purchasing an additional 34,573 shares during the last quarter. Finally, Danske Bank A S raised its holdings in Airbnb by 11.0% during the 4th quarter. Danske Bank A S now owns 235,557 shares of the company’s stock valued at $31,970,000 after buying an additional 23,422 shares during the period. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Insider Buying and Selling In related news, Director Joseph Gebbia sold 2,460 shares of the stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $150.00, for a total transaction of $369,000.00. Following the completion of the sale, the director owned 2,595,119 shares of the company’s stock, valued at $389,267,850. This represents a 0.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Elinor Mertz sold 3,750 shares of the stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $148.01, for a total value of $555,037.50. Following the sale, the chief financial officer owned 445,290 shares of the company’s stock, valued at approximately $65,907,372.90. This represents a 0.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 2,231,864 shares of company stock worth $308,474,278 in the last three months. 27.21% of the stock is owned by company insiders.

Analysts Set New Price Targets A number of research firms have weighed in on ABNB. Jefferies Financial Group boosted their price objective on shares of Airbnb from $160.00 to $175.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Royal Bank Of Canada restated an “outperform” rating and issued a $173.00 target price on shares of Airbnb in a report on Thursday, May 21st. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $170.00 price target on shares of Airbnb in a research note on Friday, May 8th. HSBC lowered shares of Airbnb from a “hold” rating to a “hold” rating in a research report on Monday, May 4th. Finally, Susquehanna raised their price objective on shares of Airbnb from $150.00 to $170.00 and gave the stock a “positive” rating in a research note on Friday, May 8th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $159.65.

Read Our Latest Analysis on ABNB

Airbnb Stock Down 0.6% Shares of NASDAQ ABNB opened at $144.10 on Wednesday. Airbnb, Inc. has a 52-week low of $110.81 and a 52-week high of $150.88. The firm has a market capitalization of $86.85 billion, a price-to-earnings ratio of 35.49, a PEG ratio of 1.55 and a beta of 1.14. The stock has a 50 day moving average price of $139.46 and a 200 day moving average price of $134.52. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.44 and a current ratio of 1.44.

Airbnb (NASDAQ:ABNB – Get Free Report) last issued its earnings results on Thursday, May 7th. The company reported $0.26 earnings per share for the quarter, missing analysts’ consensus estimates of $0.31 by ($0.05). Airbnb had a net margin of 19.90% and a return on equity of 31.24%. The firm had revenue of $2.68 billion for the quarter, compared to the consensus estimate of $2.62 billion. During the same period last year, the firm earned $0.24 earnings per share. The company’s revenue for the quarter was up 17.9% on a year-over-year basis. Sell-side analysts expect that Airbnb, Inc. will post 4.92 earnings per share for the current year.

Airbnb Profile (Free Report)

Airbnb, Inc (NASDAQ: ABNB) operates a global online marketplace that connects travelers with hosts offering short-term lodging, unique accommodations and related travel experiences. The company’s core platform enables individuals and professional property managers to list private homes, apartments, single rooms and entire properties, while providing search, booking and payment processing for guests. Airbnb earns revenue primarily through service fees charged to guests and hosts and offers tools to facilitate reservations, communications, and logistics between parties.

Beyond accommodations, Airbnb has expanded its product portfolio to include curated experiences led by local hosts, higher-end offerings such as Airbnb Luxe, and programs aimed at enhancing quality and safety like Airbnb Plus.

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

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Everybody across the stock and bond markets breathed a huge sigh of relief when the consumer and producer price index numbers for June were released. The reality is that those great prints were largely due to plummeting gasoline prices, as the U.S. and Iran had temporarily halted hostilities under a signed memorandum of understanding. Now, after a stretch that recently included 10 straight bombing attacks on Iran, and despite the Iranian foreign ministry saying that discussions could continue, it looks like President Trump is prepared to go for the knockout punch. Regardless of the outcome, the Bank of America team argues that inflation is still well above the Federal Reserve’s target and that the right move is to start raising rates soon.

In a recent research report, the Bank of America’s Global Research Bureau of Economic Analysis team said this:

In our latest US economic weekly, we argued that the Federal Reserve should resume raising rates rather than remain on hold. A key pillar of our view is that underlying inflation remains meaningfully above the Fed’s 2% target. To be sure, June core PCE at 3.3% y/y (our estimate) likely overstates underlying inflation because it reflects several temporary or idiosyncratic factors. If we, however, exclude these influences, core PCE would still be 2.5% and little changed from a year ago. In our view, the combination of persistently elevated core inflation and a stable, if not improving, labor market argues for tighter monetary policy rather than an extended pause.

Before the June break in the fighting and the tumbling energy prices, in May, the energy shock we may experience again had driven inflation higher, with the CPI rising 4.2%, the sharpest increase in three years and well above the Fed’s 2% target. That in turn prompted lenders to demand higher rates to protect returns. Meanwhile, investors are selling bonds once again amid rising inflation and concerns about U.S. debt, lifting Treasury yields. Since mortgage rates are based on the 10-year Treasury yield plus a risk premium, they rose in tandem. On the fiscal side, federal interest payments now exceed spending on Medicaid, national defense, and all nondefense discretionary programs combined, adding further upward pressure on long-term borrowing costs. Experts say rates will only fall if geopolitical tensions ease, oil prices stabilize, and inflation remains under control, outcomes that remain uncertain at best.

Typically, when interest rates go higher, these four sectors tend to win:

Financials Energy Healthcare Industrials We screened our 24/7 Wall St. dividend stocks database for quality companies that pay big, dependable dividends and generate reliable passive income. We found four companies, one in each sector, that are solid bets if the upward trend in interest rates remains. All are rated Buy by the top Wall Street firms we cover.

Financials Financials are the biggest winner. Banks earn a wider spread between what they pay depositors and what they charge borrowers. Insurers earn more on their investment portfolios. The sector almost mechanically benefits from rising rates, as net interest income rises.

Based in Minneapolis, super-regional financial giant U.S. Bancorp (NYSE:USB | USB Price Prediction) is an outstanding choice for growth and income investors now, offering a hefty 3.29% dividend. The financial services holding company’s segments are:

Wealth Corporate Commercial and Institutional Banking Consumer and Business Banking Payment Services Treasury and Corporate Support It offers a comprehensive range of financial services, including lending and deposit services, cash management, capital markets, and trust and investment management services. It also engages in credit card services, merchant and ATM processing, mortgage banking, insurance, brokerage, and leasing.

The company’s banking subsidiary, U.S. Bank National Association (USBNA), is engaged in the banking business, principally in domestic markets. USBNA provides a range of products and services to individuals, businesses, institutional organizations, governmental entities, and other financial institutions.

The non-banking subsidiaries offer investment and insurance products to customers primarily within their domestic markets, as well as fund administration services to a range of mutual and other funds.

Oppenheimer has an Outperform rating with a target price of $77.

Energy Energy benefits because rate hikes typically coincide with inflation, and oil/gas prices are a primary driver of inflation. Higher commodity prices mean higher revenues. It is the inflation hedge play, and it has been the strongest-performing S&P sector so far in 2026.

Enterprise Products Partners (NYSE:EPD) is an American midstream natural gas and crude oil pipeline company headquartered in Houston, Texas. This company is one of the most extensive publicly traded energy partnerships, paying a very reliable 5.87% dividend. Its debt-to-EBITDA ratio ranges from 3.1x to 3.4x, which is moderate for a midstream energy company, and its interest coverage ratio is 5x.

The company generates strong free cash flow, with an operating cash flow of approximately $8.8 billion, resulting in approximately $4.2 billion in free cash flow annually after deducting capital expenditures. Another significant benefit for shareholders is that most of the corporate debt is fixed-rate, thereby limiting the risk of rising interest rates.

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Its various midstream energy services include:

Gathering Processing Transporting and storing natural gas, natural gas liquids (NGL), and fractionation Import and export terminalling Offshore production platform services The company has four reportable business segments:

Natural Gas Pipelines and Services NGL Pipelines and Services Petrochemical Services Crude Oil Pipelines and Services One reason many analysts like the stock might be its distribution coverage ratio. The company’s coverage ratio is well above 1x, making it relatively less risky among the MLPs.

UBS has a Buy rating with a $45 target price.

Healthcare Pricing power and steady demand insulate the top healthcare names. They don’t directly benefit from higher rates, but they tend to hold up well because their earnings do not erode as much as those of interest-sensitive sectors.

Bristol Myers Squibb (NYSE:BMY) is a global biopharmaceutical company. This remains a solid pharmaceutical stock to own for the long term, offering an outstanding entry point and a reliable 4.12% dividend. The company is committed to discovering, developing, and delivering transformative medicines for patients with serious diseases across oncology, hematology, immunology, cardiovascular disease, neuroscience, and other therapeutic areas.

Its platforms comprise chemically synthesized or small-molecule drugs, including protein degraders, as well as biologics produced through biological processes. These platforms also encompass ADCs, CAR-T cell therapies, and radiopharmaceutical therapeutics.

Small-molecule drugs are typically administered orally in tablet or capsule form, although other drug-delivery mechanisms are also used. Biologics are usually administered by injection or intravenous infusion. CAR-T cell therapies are administered by intravenous infusion.

Its growth portfolio includes:

Opdivo Opdivo Qvantig Orencia Yervoy Reblozyl Opdualag The legacy portfolio includes:

Eliquis Revlimid Pomalyst/Imnovid Sprycel Abraxane Bank of America has a Buy rating with a $66 price objective.

Industrials Industrial stocks often perform well in rising-rate environments because rate hikes can signal a strengthening and expanding economy. As businesses ramp up activity, demand for heavy equipment, machinery, and manufacturing capacity increases. This allows these cyclical companies to secure stronger order books and exercise greater pricing power, more than enough to offset their higher cost of capital.

Stanley Black & Decker (NYSE:SWK) is the world’s largest tool company, with 50 manufacturing facilities in the United States and more than 100 worldwide, and shares trade at 13.5 times forward earnings estimates. With the potential for the economy to slow down somewhat, you can bet that the do-it-yourself legions will fix rather than buy new, and this legendary stock is a solid idea now, while yielding a large 3.8% dividend.

The company provides hand tools, power tools, outdoor products, and related accessories in the United States, Canada, Other Americas, Europe, and Asia. Its Tools & Outdoor segment offers professional-grade corded and cordless electric power tools and equipment, including:

Drills Impact wrenches and drivers Grinders, saws, routers, and sanders Pneumatic tools and fasteners, such as nail guns, nails, staplers and staples, and concrete and masonry anchors; corded and cordless electric power tools Hand-held vacuums, paint tools, and cleaning appliances Leveling and layout tools, planes, hammers, demolition tools, clamps, vises, knives, saws, chisels, and industrial and automotive tools Drill bits, screwdriver bits, router bits, abrasives, saw blades, and threading products Toolboxes, sawhorses, metal cabinets, and engineered storage solutions Electric and gas-powered lawn and garden products This segment sells its products under brand names including:

Dewalt Craftsman Black+Decker Stanley Flex Volt Irwin Lenox The Industrial segment provides:

Threaded fasteners, blind rivets and tools, blind inserts and tools Drawn arc weld studs and systems Engineered plastic and mechanical fasteners Self-piercing riveting systems Precision nut running systems Micro fasteners High-strength structural fasteners Axle swage, latches, heat shields, pins, couplings, fittings, and other engineered products Attachments used on excavators and handheld tools The segment sells its products through a direct sales force and third-party distributors to various industries, including automotive, manufacturing, electronics, construction, aerospace, and others.

Barclays has an Overweight rating and a $95 price target.

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Contact [email protected] for any questions or corrections.

Arvest Bank Trust Division cut its holdings in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 48.8% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 43,135 shares of the semiconductor manufacturer’s stock after selling 41,176 shares during the quarter. Arvest Bank Trust Division’s holdings in Micron Technology were worth $14,573,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the business. Petra Financial Advisors Inc. lifted its stake in Micron Technology by 4.3% in the first quarter. Petra Financial Advisors Inc. now owns 967 shares of the semiconductor manufacturer’s stock worth $327,000 after acquiring an additional 40 shares during the period. WealthCollab LLC lifted its position in shares of Micron Technology by 11.0% in the 1st quarter. WealthCollab LLC now owns 353 shares of the semiconductor manufacturer’s stock worth $119,000 after purchasing an additional 35 shares during the period. Acumen Wealth Advisors LLC lifted its position in shares of Micron Technology by 456.4% in the 1st quarter. Acumen Wealth Advisors LLC now owns 3,333 shares of the semiconductor manufacturer’s stock worth $1,127,000 after purchasing an additional 2,734 shares during the period. Marin Bay Wealth Advisors LLC bought a new stake in shares of Micron Technology during the 1st quarter valued at about $527,000. Finally, Saturna Capital Corp boosted its stake in shares of Micron Technology by 83.7% during the 1st quarter. Saturna Capital Corp now owns 1,778 shares of the semiconductor manufacturer’s stock valued at $601,000 after purchasing an additional 810 shares in the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Analysts Set New Price Targets MU has been the topic of several research reports. The Goldman Sachs Group lifted their price target on Micron Technology from $900.00 to $1,100.00 and gave the company a “neutral” rating in a research report on Thursday, June 25th. Morgan Stanley boosted their target price on shares of Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. DA Davidson upped their target price on shares of Micron Technology from $1,500.00 to $2,000.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Bank of America increased their price target on shares of Micron Technology from $950.00 to $1,500.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. Finally, Erste Group Bank raised shares of Micron Technology from a “hold” rating to a “buy” rating in a research report on Thursday, June 25th. Four research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $1,268.93.

View Our Latest Stock Report on Micron Technology

Insider Buying and Selling In related news, EVP April S. Arnzen sold 40,000 shares of the firm’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the completion of the sale, the executive vice president directly owned 85,737 shares in the company, valued at $92,933,763.78. This trade represents a 31.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Steven J. Gomo sold 2,000 shares of Micron Technology stock in a transaction on Monday, May 11th. The stock was sold at an average price of $787.03, for a total transaction of $1,574,060.00. Following the transaction, the director directly owned 17,139 shares of the company’s stock, valued at $13,488,907.17. The trade was a 10.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 163,300 shares of company stock worth $152,667,204. 0.24% of the stock is owned by company insiders.

Micron Technology Trading Up 12.2% Shares of MU stock opened at $970.82 on Wednesday. Micron Technology, Inc. has a 52-week low of $103.38 and a 52-week high of $1,255.00. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. The firm has a market capitalization of $1.10 trillion, a PE ratio of 21.98 and a beta of 2.14. The stock has a fifty day simple moving average of $954.95 and a two-hundred day simple moving average of $610.96.

Micron Technology (NASDAQ:MU – Get Free Report) last issued its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $21.39 by $3.72. The company had revenue of $41.46 billion for the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The firm’s quarterly revenue was up 345.8% on a year-over-year basis. During the same quarter last year, the company earned $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, analysts predict that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.

Micron Technology Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were given a $0.15 dividend. The ex-dividend date was Monday, July 6th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 1.36%.

Key Headlines Impacting Micron Technology Here are the key news stories impacting Micron Technology this week:

Positive Sentiment: Micron is benefiting from a broad rebound in memory stocks, with SanDisk, SK Hynix, and Western Digital also bouncing as investors bet the recent slump was overdone. MU, SNDK, SKHY: Memory Stocks Rip Higher as Key Names Lead a Buy-the-Dip Comeback Positive Sentiment: Bank of America’s bullish take that low-cost AI models could increase memory demand helped revive sentiment around Micron and other chip stocks. Micron stock jumps 12%: what is driving the memory stock today Positive Sentiment: Multiple notes highlighted that the recent memory-stock selloff may have created an attractive entry point, with analysts saying data-center shortages and AI spending should keep demand firm. Why Micron and other chip stocks are bouncing back so strongly Positive Sentiment: Wall Street commentary remained constructive, with reports that Micron was added to “best investment ideas” lists and that analysts still see strong profitability from the AI memory cycle. NVIDIA Isn’t Leading AI Stocks in 2026 – These 2 Are Up Over 180% Neutral Sentiment: Some coverage also noted that traders are watching upcoming Big Tech earnings for clues on AI infrastructure spending, which could either extend the rally or cool it off. Micron and SK Hynix Stocks Jump. Watch for This Memory-Related Catalyst. Negative Sentiment: A few articles warned that valuations may already reflect a lot of the AI boom, and that customers could eventually push back against soaring memory costs, creating a risk of more volatility. Micron and SK Hynix Stocks Jump. Watch for This Memory-Related Catalyst. Micron Technology Profile (Free Report)

Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.

Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.

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

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Amplify CWP Enhanced Dividend Income ETF (NYSEARCA:DIVO) pays a 6.4% distribution yield in monthly installments, with the latest payout of $0.18284 per share hitting accounts on June 30, 2026. DIVO attracts income investors seeking monthly distributions without relying entirely on options-income funds that sacrifice growth for yield. The core question is whether the distribution is backed by durable cash flow from blue-chip holdings or masks instability.

How DIVO Generates Income This is an actively managed portfolio of roughly 40 large-cap dividend payers, with the top 10 accounting for roughly 49% of assets. Sector weights lean toward financials at 24%, technology at 15%, and industrials at 13%. The manager collects ordinary dividends, then writes covered calls on selected positions when volatility makes premiums attractive, layering options income on top. The blended payout flows to shareholders monthly.

The fund manages $7.44 billion and charges a 0.56% expense ratio, competitive for an active mandate. DIVO’s structure offers a tax-efficient way to generate income without sacrificing total return potential.

The Blue-Chip Base Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is a top holding at about 5% of the portfolio. Its yield is only 0.9%, but the payout is arguably the safest large dividend available. Microsoft raised the quarterly payout to $0.91 in late 2025, backed by a 39.3% profit margin and Azure growth of 40%. Coverage is not a concern. JPMorgan Chase (NYSE:JPM) pays $1.50 per quarter, up from $1.40 in mid-2025. Q2 2026 net income of $21.2 billion and a 23% ROTCE leave the payout comfortably funded. The bank authorized a new $50 billion buyback effective July 1, and a 14.3% CET1 ratio ensures capacity to sustain payments through a credit cycle. Caterpillar (NYSE:CAT) raised its quarterly dividend to $1.63 from $1.51, its first hike in a year. Full-year 2025 net income fell 17.7% under tariff pressure, but Q1 2026 earnings rebounded 27%, and management cited a record backlog. CAT has paid dividends without interruption for more than 25 years, including through 2008 and 2020. The dividend is safe. The stock, up 51% year to date, is another matter. Amgen (NASDAQ:AMGN) warrants closer scrutiny. The dividend climbed 6% to $2.52 quarterly, yielding 2.6%, but debt sits at $57.3 billion at 3.2x EBITDA leverage. Biosimilar erosion on Prolia and XGEVA and Medicare pricing pressure on Enbrel are real headwinds. Free cash flow of $8.1 billion in 2025 still covers the payout by a wide margin, but Amgen depends more on pipeline execution than balance-sheet comfort. The Options Overlay The VIX near 19, in the upper end of its 12-month range, is favorable for premium collection without tail risk. The overlay works well in this environment.

The roughly 150% payout ratio flagged on the fund’s metrics page reflects that a portion of distributions is return of capital or realized gains rather than pure dividend income. December 2025 included a $0.95 special distribution, which distorts the ratio. Trailing 12-month distributions of $2.97 per share against a roughly $46 NAV shows the fund passing through gains alongside income, not distributing more cash than the strategy generates.

Total Return and Verdict The fund returned about 16% over the past year and about 65% over five years, with a roughly 13% since-inception annualized return and a 0.65 beta. NAV has held steady, avoiding the erosion that has hit higher-yield covered-call funds. DIVO’s performance reflects its balanced approach to income and growth.

The DIVO distribution is safe, and three of four core positions have investment-grade balance sheets and rising dividends. The options overlay is a supplemental income layer in the current volatility regime. Investors chasing a 10% yield should look elsewhere. Those accepting a 6% yield with real underlying earnings power and less NAV risk have a coherent case.

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

Contact [email protected] for any questions or corrections.

Posted by Defense World Staff on Jul 22nd, 2026

Baader Bank Aktiengesellschaft trimmed its holdings in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 72.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 525 shares of the company’s stock after selling 1,352 shares during the period. Baader Bank Aktiengesellschaft’s holdings in MercadoLibre were worth $908,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Laurel Wealth Advisors LLC purchased a new position in shares of MercadoLibre during the fourth quarter worth $26,000. Transamerica Financial Advisors LLC purchased a new stake in MercadoLibre in the fourth quarter valued at $26,000. Purpose Unlimited Inc. purchased a new stake in MercadoLibre in the fourth quarter valued at $28,000. Darwin Wealth Management LLC acquired a new stake in MercadoLibre during the 2nd quarter worth about $29,000. Finally, Curio Wealth LLC acquired a new stake in MercadoLibre during the 4th quarter worth about $30,000. 87.62% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth Several brokerages have recently issued reports on MELI. JPMorgan Chase & Co. decreased their price objective on MercadoLibre from $2,100.00 to $1,900.00 and set a “neutral” rating for the company in a report on Wednesday, May 13th. Daiwa Securities Group lowered MercadoLibre from a “buy” rating to a “hold” rating and set a $1,800.00 target price on the stock. in a report on Friday, May 8th. Benchmark reduced their price target on MercadoLibre from $2,780.00 to $2,380.00 and set a “buy” rating for the company in a research report on Friday, May 8th. Raymond James Financial set a $2,000.00 price target on MercadoLibre in a report on Friday, May 8th. Finally, Morgan Stanley lowered their price objective on MercadoLibre from $2,600.00 to $2,450.00 and set an “overweight” rating on the stock in a research report on Monday, May 11th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, MercadoLibre presently has a consensus rating of “Moderate Buy” and an average price target of $2,258.67.

View Our Latest Stock Report on MELI

MercadoLibre Price Performance NASDAQ:MELI opened at $1,822.65 on Wednesday. MercadoLibre, Inc. has a 52 week low of $1,495.00 and a 52 week high of $2,548.50. The company has a quick ratio of 1.14, a current ratio of 1.16 and a debt-to-equity ratio of 0.63. The stock has a market capitalization of $92.41 billion, a PE ratio of 48.10, a price-to-earnings-growth ratio of 1.13 and a beta of 1.35. The stock’s 50-day moving average price is $1,692.28 and its 200-day moving average price is $1,818.66.

MercadoLibre (NASDAQ:MELI – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The company reported $8.23 earnings per share for the quarter, missing analysts’ consensus estimates of $8.75 by ($0.52). MercadoLibre had a return on equity of 29.58% and a net margin of 6.04%.The business had revenue of $8.85 billion during the quarter, compared to analyst estimates of $8.29 billion. During the same period in the previous year, the company posted $9.74 EPS. The business’s revenue for the quarter was up 49.0% compared to the same quarter last year. As a group, equities analysts expect that MercadoLibre, Inc. will post 41 EPS for the current fiscal year.

Insider Transactions at MercadoLibre In related news, Director Alejandro Nicolas Aguzin purchased 600 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The shares were purchased at an average price of $1,655.93 per share, with a total value of $993,558.00. Following the purchase, the director owned 5,355 shares of the company’s stock, valued at $8,867,505.15. The trade was a 12.62% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.26% of the company’s stock.

MercadoLibre Company Profile (Free Report)

MercadoLibre, Inc operates an integrated e-commerce and fintech ecosystem serving consumers and businesses across Latin America. The company provides an online marketplace that connects buyers and sellers for a wide range of goods and services, supported by tools for merchants, advertising, and classifieds. Over time MercadoLibre has expanded beyond its marketplace roots into complementary areas that support digital commerce end to end.

Key offerings include its marketplace platform and a suite of logistics and payment services.

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

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Philip Morris International recorded higher revenue in the second quarter, boosted by growth in its international business and its Zyn portfolio in the U.S.

Philip Morris (PM - Free Report) came out with quarterly earnings of $2.2 per share, beating the Zacks Consensus Estimate of $2.04 per share. This compares to earnings of $1.91 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +7.84%. A quarter ago, it was expected that this seller of Marlboro and other cigarette brands would post earnings of $1.82 per share when it actually produced earnings of $1.96, delivering a surprise of +7.69%.

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

Philip Morris, which belongs to the Zacks Tobacco industry, posted revenues of $11.19 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 6.03%. This compares to year-ago revenues of $10.14 billion. The company has topped consensus revenue estimates three times over the last four quarters.

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

Philip Morris shares have added about 17.2% since the beginning of the year versus the S&P 500's gain of 9.7%.

What's Next for Philip Morris?While Philip Morris has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

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

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

Ahead of this earnings release, the estimate revisions trend for Philip Morris was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.38 on $11.64 billion in revenues for the coming quarter and $8.40 on $43.23 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Tobacco is currently in the bottom 14% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Turning Point Brands (TPB - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 4.

This company is expected to post quarterly earnings of $0.24 per share in its upcoming report, which represents a year-over-year change of -75.5%. The consensus EPS estimate for the quarter has been revised 3.3% higher over the last 30 days to the current level.

Turning Point Brands' revenues are expected to be $128.2 million, up 9.9% from the year-ago quarter.

NEW YORK, July 22, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Regeneron Pharmaceuticals, Inc. (“Regeneron” or the “Company”) (NASDAQ: REGN) of the September 14, 2026 deadline involving a securities fraud class action lawsuit commenced against the Company.

Should You Join The Regeneron Class Action Lawsuit:

Do you, or did you, own shares of Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN)?Did you purchase your shares between August 1, 2025 and May 15, 2026, inclusive?Did you lose money in your investment in Regeneron Pharmaceuticals, Inc.? Investors are encouraged to act promptly and submit a form at Regeneron Pharmaceuticals, Inc. Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].

If you wish to serve as lead plaintiff for the Class, you must file papers by September 14, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.

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

About The Lawsuit:

A lawsuit was filed on behalf of investors (the “Class”) who purchased or acquired the common stock of Regeneron between August 1, 2025 and May 15, 2026, inclusive, alleging violations of the Securities Exchange Act of 1934 against the Company and certain of its senior officers.

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

About Bernstein Liebhard:

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

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

Contact Information:

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

Taiwan Semiconductor Manufacturing Company Limited aka TSMC delivered record Q2 profit and margins, but management signaled these may have peaked. TSM's new optics business, COUPE, positions it as a critical enabler for AI data center growth, with early adoption by AVGO and NVDA. Management raised 2026 revenue growth guidance to ~40% and increased capital spending plans, underpinned by a robust AI-driven demand outlook.

Alesco Advisors LLC An ESL Co bought a new position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 6,816 shares of the information technology services provider’s stock, valued at approximately $713,000.

A number of other large investors also recently bought and sold shares of NOW. Vanguard Group Inc. raised its stake in shares of ServiceNow by 404.5% during the 4th quarter. Vanguard Group Inc. now owns 101,963,384 shares of the information technology services provider’s stock worth $15,619,771,000 after buying an additional 81,752,460 shares during the period. State Street Corp increased its holdings in ServiceNow by 406.6% in the 4th quarter. State Street Corp now owns 47,896,597 shares of the information technology services provider’s stock worth $7,337,280,000 after acquiring an additional 38,441,898 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in ServiceNow by 371.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 32,395,663 shares of the information technology services provider’s stock worth $4,962,692,000 after buying an additional 25,517,218 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of ServiceNow by 404.8% during the fourth quarter. Geode Capital Management LLC now owns 23,512,428 shares of the information technology services provider’s stock valued at $3,591,425,000 after acquiring an additional 18,854,775 shares during the last quarter. Finally, Morgan Stanley lifted its position in shares of ServiceNow by 335.6% in the fourth quarter. Morgan Stanley now owns 22,733,483 shares of the information technology services provider’s stock valued at $3,482,543,000 after acquiring an additional 17,514,679 shares in the last quarter. Institutional investors and hedge funds own 87.18% of the company’s stock.

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

Positive Sentiment: Jefferies expects ServiceNow to deliver solid second-quarter results, with subscription revenue and cRPO likely coming in above guidance. The firm also sees a possible raise to full-year subscription revenue guidance, supported by strong execution, early contract renewals, and AI-related demand. Article Title Positive Sentiment: Cantor Fitzgerald raised its price target on ServiceNow to $141 and kept an overweight rating, signaling confidence in upside if earnings and guidance remain strong. Article Title Positive Sentiment: Morgan Stanley said software sentiment has become “too negative” and named top picks in the sector, reinforcing the idea that high-quality software names like ServiceNow could rebound if the market mood improves. Article Title Neutral Sentiment: ServiceNow is in the spotlight ahead of earnings, with mixed analyst views and a bearish technical setup adding uncertainty into the report. Article Title Neutral Sentiment: ServiceNow is expected to report after the market close on July 22, and several articles frame the stock as a high-stakes earnings setup rather than a clear fundamental change. Article Title Negative Sentiment: CLSA initiated coverage with a bearish view, which has added pressure ahead of earnings and contributed to cautious investor sentiment around the name. Article Title Negative Sentiment: A separate security report said a critical ServiceNow code-execution flaw is being exploited in attacks, which could create near-term reputational and security concerns for the company. Article Title Wall Street Analysts Forecast Growth NOW has been the subject of a number of research reports. Needham & Company LLC reaffirmed a “buy” rating and set a $115.00 target price on shares of ServiceNow in a report on Tuesday, May 5th. Benchmark reissued a “buy” rating on shares of ServiceNow in a research report on Friday. Wells Fargo & Company dropped their price objective on shares of ServiceNow from $185.00 to $160.00 and set an “overweight” rating for the company in a report on Thursday, April 23rd. Raymond James Financial cut their price objective on shares of ServiceNow from $160.00 to $130.00 and set an “outperform” rating for the company in a research report on Thursday, April 23rd. Finally, Truist Financial lifted their target price on shares of ServiceNow from $120.00 to $130.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $139.12.

Get Our Latest Research Report on NOW

ServiceNow Trading Down 2.5% NYSE NOW opened at $102.04 on Wednesday. The firm has a market cap of $105.20 billion, a price-to-earnings ratio of 60.81, a PEG ratio of 1.75 and a beta of 0.96. The firm has a 50 day simple moving average of $104.50 and a 200-day simple moving average of $108.56. ServiceNow, Inc. has a one year low of $81.24 and a one year high of $210.20. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.84 and a current ratio of 0.84.

ServiceNow (NYSE:NOW – Get Free Report) last released its earnings results on Wednesday, April 22nd. The information technology services provider reported $0.97 EPS for the quarter, hitting the consensus estimate of $0.97. The firm had revenue of $3.77 billion during the quarter, compared to analysts’ expectations of $3.75 billion. ServiceNow had a return on equity of 18.16% and a net margin of 12.59%.ServiceNow’s revenue for the quarter was up 22.1% on a year-over-year basis. During the same period in the previous year, the firm posted $0.81 EPS. Equities research analysts anticipate that ServiceNow, Inc. will post 2.33 EPS for the current fiscal year.

Insider Activity In related news, insider Jacqueline P. Canney sold 8,927 shares of the firm’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $89.60, for a total value of $799,859.20. Following the sale, the insider owned 29,531 shares of the company’s stock, valued at $2,645,977.60. This trade represents a 23.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Anita M. Sands sold 16,445 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $90.14, for a total transaction of $1,482,352.30. Following the transaction, the director owned 30,090 shares of the company’s stock, valued at $2,712,312.60. This trade represents a 35.34% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 28,071 shares of company stock valued at $2,529,956 over the last three months. 0.34% of the stock is currently owned by corporate insiders.

ServiceNow Profile (Free Report)

ServiceNow (NYSE: NOW) is a cloud computing company that builds enterprise software to manage digital workflows and automate business processes. Its offerings are designed to replace manual work and legacy systems with cloud-based, service-oriented applications that support IT operations, customer service, human resources, security response and other enterprise functions.

The company’s flagship product family is the Now Platform, a suite of subscription software and platform services that includes IT Service Management (ITSM), IT Operations Management (ITOM), IT Business Management (ITBM), Customer Service Management (CSM), HR Service Delivery, Security Operations and Asset Management.

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

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Bartlett & CO. Wealth Management LLC raised its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 129.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 110,048 shares of the semiconductor manufacturer’s stock after buying an additional 62,050 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in Broadcom were worth $34,061,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in Broadcom by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 482,707,302 shares of the semiconductor manufacturer’s stock valued at $167,064,997,000 after purchasing an additional 3,919,715 shares in the last quarter. State Street Corp increased its position in shares of Broadcom by 2.7% during the 4th quarter. State Street Corp now owns 190,084,351 shares of the semiconductor manufacturer’s stock worth $65,788,194,000 after purchasing an additional 5,040,801 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Broadcom by 1.4% during the 4th quarter. Geode Capital Management LLC now owns 111,277,280 shares of the semiconductor manufacturer’s stock worth $38,396,634,000 after purchasing an additional 1,548,699 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in shares of Broadcom by 3.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 85,546,083 shares of the semiconductor manufacturer’s stock valued at $29,607,500,000 after buying an additional 2,491,644 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of Broadcom in the 4th quarter valued at approximately $24,252,196,000. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Broadcom Stock Up 2.2% Shares of AVGO opened at $386.50 on Wednesday. The firm has a market cap of $1.84 trillion, a P/E ratio of 64.42, a price-to-earnings-growth ratio of 0.66 and a beta of 1.45. The company has a debt-to-equity ratio of 0.71, a quick ratio of 2.01 and a current ratio of 2.24. Broadcom Inc. has a 52 week low of $273.00 and a 52 week high of $495.00. The firm’s 50-day simple moving average is $399.63 and its 200 day simple moving average is $365.90.

Broadcom (NASDAQ:AVGO – Get Free Report) last posted its earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 EPS for the quarter, beating the consensus estimate of $2.40 by $0.04. The company had revenue of $22.19 billion for the quarter, compared to the consensus estimate of $22.13 billion. Broadcom had a return on equity of 41.61% and a net margin of 38.85%.The firm’s revenue for the quarter was up 47.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.58 earnings per share. On average, analysts forecast that Broadcom Inc. will post 10.24 earnings per share for the current year.

Broadcom Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, June 22nd were given a dividend of $0.65 per share. The ex-dividend date was Monday, June 22nd. This represents a $2.60 annualized dividend and a yield of 0.7%. Broadcom’s dividend payout ratio (DPR) is presently 43.33%.

Analyst Upgrades and Downgrades AVGO has been the topic of a number of recent analyst reports. UBS Group set a $485.00 target price on shares of Broadcom and gave the stock a “buy” rating in a report on Thursday, June 4th. Morgan Stanley set a $502.00 target price on shares of Broadcom and gave the company an “overweight” rating in a report on Thursday, June 4th. Wells Fargo & Company reiterated an “overweight” rating and set a $545.00 price target (up from $430.00) on shares of Broadcom in a report on Thursday, May 14th. Benchmark boosted their price target on Broadcom from $485.00 to $545.00 and gave the stock a “buy” rating in a research report on Thursday, June 4th. Finally, Zacks Research lowered Broadcom from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 21st. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $493.24.

Get Our Latest Report on Broadcom

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

Positive Sentiment: UBS said the recent momentum unwind in semiconductors may be nearing its end, which could allow investors to rebuild positions in names like Broadcom as forced selling eases. UBS sees Broadcom, Sandisk, Oracle stocks rebounding: here’s why Positive Sentiment: Analysts highlighted Broadcom’s VMware Cloud Foundation momentum, saying the software platform is becoming a larger growth engine as enterprises move private clouds and AI workloads to virtualized environments. VCF is Becoming Broadcom’s Growth Engine: More Upside Ahead? Positive Sentiment: Broadcom benefited from a broader semiconductor rebound, with chip stocks rising as investors bought the dip after the recent selloff and AI-related volatility. 5 Things to Know Before the Stock Market Opens on Tuesday Positive Sentiment: Morgan Stanley continued to frame Broadcom as one of the more attractive AI infrastructure names, citing strong cash generation and favorable risk-reward after the sector pullback. Broadcom stock gains 2% today: here’s why Neutral Sentiment: Broadcom also got a boost from a new Standard Chartered deal to power banking cloud modernization across 54 markets, reinforcing the value of its VMware-based infrastructure software. Broadcom (AVGO) Lands Standard Chartered Deal To Power Banking Cloud In 54 Markets Negative Sentiment: Sentiment remains somewhat pressured by an ITC investigation tied to Netlist’s patent complaint, which pulled Broadcom into broader regulatory noise around Samsung memory products and customers. Is Broadcom (AVGO) Still Undervalued As Netlist Patent Claims Test Sentiment? Negative Sentiment: Some headlines also noted that an AI-focused trading model sold Broadcom after its expected return profile weakened, reflecting lingering caution after the recent tech selloff. Claude AI Sells Broadcom (AVGO) Stock Insider Transactions at Broadcom In other news, insider Mark David Brazeal sold 25,000 shares of the business’s stock in a transaction dated Friday, July 10th. The shares were sold at an average price of $401.33, for a total value of $10,033,250.00. Following the completion of the sale, the insider owned 194,989 shares of the company’s stock, valued at approximately $78,254,935.37. The trade was a 11.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Harry L. You purchased 1,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The stock was acquired at an average price of $373.57 per share, for a total transaction of $373,570.00. Following the completion of the purchase, the director directly owned 38,466 shares of the company’s stock, valued at $14,369,743.62. This represents a 2.67% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 61,644 shares of company stock worth $24,016,214 over the last ninety days. Corporate insiders own 1.90% of the company’s stock.

About Broadcom (Free Report)

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.

On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.

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

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Posted by Defense World Staff on Jul 22nd, 2026

Aviance Capital Partners LLC reduced its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.8% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 102,813 shares of the semiconductor manufacturer’s stock after selling 2,934 shares during the period. Broadcom comprises 3.7% of Aviance Capital Partners LLC’s investment portfolio, making the stock its 4th biggest position. Aviance Capital Partners LLC’s holdings in Broadcom were worth $31,822,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in shares of Broadcom by 21.8% in the fourth quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock worth $6,882,000 after acquiring an additional 5,322 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of Broadcom by 10.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock worth $1,854,000 after buying an additional 756 shares in the last quarter. United Bank boosted its position in shares of Broadcom by 76.5% in the first quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock valued at $392,000 after acquiring an additional 1,014 shares during the period. Sivia Capital Partners LLC boosted its position in shares of Broadcom by 10.1% in the second quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock valued at $3,499,000 after acquiring an additional 1,160 shares during the period. Finally, Capital & Planning LLC grew its stake in Broadcom by 10.5% during the second quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock valued at $1,098,000 after acquiring an additional 378 shares in the last quarter. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Insider Transactions at Broadcom In other Broadcom news, Director Justine Page sold 1,602 shares of the firm’s stock in a transaction on Monday, June 29th. The stock was sold at an average price of $373.86, for a total transaction of $598,923.72. Following the completion of the transaction, the director owned 17,426 shares of the company’s stock, valued at approximately $6,514,884.36. This trade represents a 8.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Mark David Brazeal sold 25,000 shares of the business’s stock in a transaction on Friday, July 10th. The shares were sold at an average price of $401.33, for a total transaction of $10,033,250.00. Following the sale, the insider owned 194,989 shares in the company, valued at approximately $78,254,935.37. This trade represents a 11.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 61,644 shares of company stock valued at $24,016,214 in the last three months. Company insiders own 1.90% of the company’s stock.

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

Positive Sentiment: UBS said the recent momentum unwind in semiconductors may be nearing its end, which could allow investors to rebuild positions in names like Broadcom as forced selling eases. UBS sees Broadcom, Sandisk, Oracle stocks rebounding: here’s why Positive Sentiment: Analysts highlighted Broadcom’s VMware Cloud Foundation momentum, saying the software platform is becoming a larger growth engine as enterprises move private clouds and AI workloads to virtualized environments. VCF is Becoming Broadcom’s Growth Engine: More Upside Ahead? Positive Sentiment: Broadcom benefited from a broader semiconductor rebound, with chip stocks rising as investors bought the dip after the recent selloff and AI-related volatility. 5 Things to Know Before the Stock Market Opens on Tuesday Positive Sentiment: Morgan Stanley continued to frame Broadcom as one of the more attractive AI infrastructure names, citing strong cash generation and favorable risk-reward after the sector pullback. Broadcom stock gains 2% today: here’s why Neutral Sentiment: Broadcom also got a boost from a new Standard Chartered deal to power banking cloud modernization across 54 markets, reinforcing the value of its VMware-based infrastructure software. Broadcom (AVGO) Lands Standard Chartered Deal To Power Banking Cloud In 54 Markets Negative Sentiment: Sentiment remains somewhat pressured by an ITC investigation tied to Netlist’s patent complaint, which pulled Broadcom into broader regulatory noise around Samsung memory products and customers. Is Broadcom (AVGO) Still Undervalued As Netlist Patent Claims Test Sentiment? Negative Sentiment: Some headlines also noted that an AI-focused trading model sold Broadcom after its expected return profile weakened, reflecting lingering caution after the recent tech selloff. Claude AI Sells Broadcom (AVGO) Stock Wall Street Analysts Forecast Growth AVGO has been the topic of a number of analyst reports. Truist Financial upped their target price on shares of Broadcom from $545.00 to $550.00 and gave the stock a “buy” rating in a report on Thursday, June 4th. Royal Bank Of Canada raised their price target on shares of Broadcom from $360.00 to $400.00 and gave the company a “sector perform” rating in a report on Thursday, June 4th. Zacks Research cut shares of Broadcom from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 21st. Jefferies Financial Group set a $550.00 price target on shares of Broadcom and gave the stock a “buy” rating in a report on Thursday, June 4th. Finally, KeyCorp reissued an “overweight” rating and set a $575.00 price objective (up from $500.00) on shares of Broadcom in a research note on Thursday, June 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $493.24.

Read Our Latest Research Report on Broadcom

Broadcom Stock Up 2.2% Shares of AVGO opened at $386.50 on Wednesday. The firm has a market cap of $1.84 trillion, a P/E ratio of 64.42, a P/E/G ratio of 0.66 and a beta of 1.45. The stock has a 50 day simple moving average of $399.63 and a two-hundred day simple moving average of $365.90. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.24 and a quick ratio of 2.01. Broadcom Inc. has a 1 year low of $273.00 and a 1 year high of $495.00.

Broadcom (NASDAQ:AVGO – Get Free Report) last posted its quarterly earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 EPS for the quarter, topping the consensus estimate of $2.40 by $0.04. The firm had revenue of $22.19 billion for the quarter, compared to the consensus estimate of $22.13 billion. Broadcom had a net margin of 38.85% and a return on equity of 41.61%. The business’s revenue was up 47.9% compared to the same quarter last year. During the same period last year, the firm posted $1.58 earnings per share. On average, analysts forecast that Broadcom Inc. will post 10.24 earnings per share for the current fiscal year.

Broadcom Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Monday, June 22nd were paid a $0.65 dividend. This represents a $2.60 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Monday, June 22nd. Broadcom’s dividend payout ratio is presently 43.33%.

Broadcom Profile (Free Report)

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.

On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.

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

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Posted by Defense World Staff on Jul 22nd, 2026

Balefire LLC lowered its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 83.2% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 2,386 shares of the financial services provider’s stock after selling 11,857 shares during the quarter. Balefire LLC’s holdings in Charles Schwab were worth $224,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in SCHW. Parallel Advisors LLC lifted its stake in Charles Schwab by 5.7% during the first quarter. Parallel Advisors LLC now owns 42,786 shares of the financial services provider’s stock worth $4,021,000 after purchasing an additional 2,304 shares during the last quarter. Broderick Brian C boosted its holdings in Charles Schwab by 33.7% in the first quarter. Broderick Brian C now owns 31,262 shares of the financial services provider’s stock valued at $2,938,000 after purchasing an additional 7,888 shares in the last quarter. Next Capital Management LLC increased its stake in Charles Schwab by 3.7% in the first quarter. Next Capital Management LLC now owns 16,923 shares of the financial services provider’s stock valued at $1,590,000 after purchasing an additional 600 shares during the last quarter. SEB Asset Management AB acquired a new stake in Charles Schwab during the first quarter worth approximately $43,616,000. Finally, AIA Group Ltd raised its holdings in Charles Schwab by 29.2% during the first quarter. AIA Group Ltd now owns 182,465 shares of the financial services provider’s stock worth $17,148,000 after purchasing an additional 41,272 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Analyst Ratings Changes SCHW has been the subject of several recent analyst reports. Truist Financial reduced their price objective on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, April 1st. Wolfe Research reaffirmed an “outperform” rating and issued a $127.00 target price on shares of Charles Schwab in a research report on Tuesday. JPMorgan Chase & Co. lifted their price target on shares of Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research note on Friday, April 17th. Jefferies Financial Group reduced their price target on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research report on Monday, April 6th. Finally, Piper Sandler set a $118.00 price objective on shares of Charles Schwab in a research note on Tuesday. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $118.41.

Check Out Our Latest Stock Analysis on SCHW

Charles Schwab Stock Performance Shares of SCHW opened at $100.19 on Wednesday. The company’s 50 day simple moving average is $93.27 and its 200-day simple moving average is $95.34. The firm has a market cap of $174.25 billion, a PE ratio of 19.88, a price-to-earnings-growth ratio of 0.85 and a beta of 0.77. The Charles Schwab Corporation has a 12-month low of $83.96 and a 12-month high of $107.50. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48.

Charles Schwab (NYSE:SCHW – Get Free Report) last released its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $1.62 EPS for the quarter, beating the consensus estimate of $1.56 by $0.06. The firm had revenue of $7.07 billion during the quarter, compared to the consensus estimate of $6.90 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. Charles Schwab’s revenue for the quarter was up 20.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.14 EPS. As a group, equities analysts predict that The Charles Schwab Corporation will post 6.27 EPS for the current year.

Charles Schwab Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were paid a $0.32 dividend. The ex-dividend date was Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. Charles Schwab’s payout ratio is currently 25.40%.

Key Headlines Impacting Charles Schwab Here are the key news stories impacting Charles Schwab this week:

Positive Sentiment: SCHW beat Q2 expectations, posting $1.62 EPS versus $1.53 expected and $7.07 billion in revenue versus $6.90 billion expected, with revenue up 20.9% year over year. Article Title Positive Sentiment: The quarter benefited from robust trading activity, strong net interest revenue, and record revenue, reinforcing the view that Schwab is gaining from active retail markets. Article Title Positive Sentiment: The company raised its FY2026 outlook, guiding revenue to $28.1 billion to $28.3 billion, above the Street’s $27.3 billion estimate, which supports the case for continued growth. Article Title Neutral Sentiment: Some commentary said the stock’s recent rally and stronger-than-expected earnings may have left less upside near term, suggesting investors are reassessing valuation after the results. Article Title Negative Sentiment: Despite the earnings beat, several reports noted that rising expenses disappointed some investors, which may be limiting enthusiasm for the stock. Article Title Negative Sentiment: BMO downgraded Charles Schwab to Market Perform after the recent stock rally, signaling that some analysts see less immediate upside despite the strong quarter. Article Title Insider Transactions at Charles Schwab In related news, Director Frank C. Herringer sold 2,520 shares of the business’s stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total value of $228,312.00. Following the transaction, the director owned 177,508 shares in the company, valued at $16,082,224.80. The trade was a 1.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, insider Jonathan S. Beatty sold 2,000 shares of the company’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $100.01, for a total value of $200,020.00. Following the sale, the insider directly owned 13,738 shares of the company’s stock, valued at approximately $1,373,937.38. This represents a 12.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 6,520 shares of company stock valued at $622,392 over the last ninety days. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Profile (Free Report)

Charles Schwab Corporation (NYSE: SCHW) is a diversified financial services firm that provides brokerage, banking, wealth management and advisory services to individual investors, independent investment advisors and institutional clients. Its primary offerings include retail brokerage accounts, online trading platforms, Schwab-branded mutual funds and exchange-traded funds (ETFs), retirement plan services, custodial services for independent Registered Investment Advisors (RIAs), and banking products through Charles Schwab Bank.

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

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

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

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

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

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

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

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

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

Get Our Latest Analysis on CVS Health

CVS Health Company Profile (Free Report)

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

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

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

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

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

Health Starts at Home: Investing in Affordable Housing Across Massachusetts

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

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

Recent notable Massachusetts housing investments include:

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

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

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

Expanding Access to Care Throughout Greater Boston

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

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

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

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

Media contact
Rebecca Ferrick
[email protected] 

SOURCE CVS Health

Posted by Defense World Staff on Jul 22nd, 2026

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

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

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

Check Out Our Latest Stock Analysis on Omega Healthcare Investors

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

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

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

About Omega Healthcare Investors (Free Report)

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

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

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

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Posted by Defense World Staff on Jul 22nd, 2026

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

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

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

Read Our Latest Research Report on PANW

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

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

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

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

Palo Alto Networks Profile (Free Report)

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

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

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

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