Track market-moving stories before they get noisy

Key Takeaways IBKR shares have risen 50.1% YTD, driven by strong results, client growth and elevated trading activity.IBKR's automated platform and product innovation support revenue growth and operating leverage.IBKR's global expansion and $7.7B cash position support long-term growth and shareholder return. Interactive Brokers (IBKR - Free Report) stock has gained strongly so far in 2026, aided by robust first-half results, accelerating client growth and elevated trading activity. IBKR shares have rallied 50.1%, outperforming the industry’s 11.3% growth and the S&P 500 Index’s 11.7% rise.

Moreover, IBKR’s price performance has been better than that of its close peers, Charles Schwab (SCHW - Free Report) and Tradeweb Markets Inc. (TW - Free Report) . The Schwab stock has gained 8.1% so far this year, whereas shares of Tradeweb Markets have appreciated only 0.5%.

YTD Price Performance
Image Source: Zacks Investment Research

Does the Interactive Brokers stock have more upside left despite showing recent strength in price? Let us dig into its fundamentals and growth prospects to get a clear picture.

What’s Supporting Interactive Brokers?Technology-Driven Operating Leverage: IBKR’s position at the intersection of the long-running shift toward electronic trading and growing demand for global, multi-asset investing remains a key strength. Its highly automated platform provides access to stocks, options, futures, currencies, bonds, funds and digital assets across more than 170 market centers in 40 countries and 29 currencies, allowing the company to expand volumes and its geographic reach without a proportionate increase in operating costs.

Unlike many peers, compensation expenses were 9.8% of net revenues in the first half of 2026, reflecting the efficiency of its technology-led operating model.

The company’s continued investment in proprietary software and automation has supported strong and consistent revenue growth. Total net revenues saw a compound annual growth rate (CAGR) of 22.8% over 2020-2025, driven by higher interest income, commissions and ongoing business expansion. This momentum continued in the first half of 2026, aided by robust trading activity and sustained client engagement.

Revenue Trend
Image Source: Zacks Investment Research

Going forward, solid daily average revenue trade levels, continued account growth and a favorable trading backdrop should support revenue expansion and reinforce the scalability of the company’s technology-driven platform.

The Zacks Consensus Estimate for IBKR’s 2026 and 2027 revenues is $7.26 billion and $8.23 billion, which indicates year-over-year growth of 18% and 13.4%, respectively.

Revenue Growth Estimates
Image Source: Zacks Investment Research

Continued Product Innovation: Interactive Brokers continues to broaden its product suite and enhance platform capabilities, helping expand its addressable client base, deepen engagement and diversify fee-generating opportunities.

So far this year, the company has expanded its cryptocurrency offering by adding nine tokens through zerohash and three through Paxos, while enabling eligible clients to transfer funds to external wallets through stablecoins. It also launched a unified prediction-markets interface that allows eligible clients to compare and trade contracts across Kalshi, CME Group and ForecastEx from a single platform.

Interactive Brokers has rapidly expanded its AI capabilities. After initially integrating Anthropic’s Claude, it added ChatGPT and Grok and subsequently opened connectivity to virtually any AI application supporting the Model Context Protocol, enabling clients to use their preferred AI tools for portfolio analysis, research and trade-instruction generation. These initiatives build on stablecoin funding, expanded derivatives access and existing tools such as Ask IBKR and AI-powered research features.

The continued rollout of differentiated products should strengthen client retention, increase platform use and create incremental revenue opportunities while helping Interactive Brokers remain competitive in the rapidly evolving electronic brokerage industry.

Expanding Global Footprint: Interactive Brokers continues to broaden its international platform to capitalize on rising cross-border investing and wealth creation across emerging and developed markets. So far in 2026, the company has expanded market access by enabling eligible clients to trade Romanian equities on the Bucharest Stock Exchange, Korean equities through the Korea Exchange and Nextrade, and Brazilian futures.

It also introduced a funding solution for Latin American clients through its collaboration with Paysafe’s SafetyPay. These initiatives build on its 2025 expansion into Brazilian and UAE equities, broader access to Bursa Malaysia and continued growth efforts across Taiwan, Mexico, India and Europe.

IBKR has also widened its digital-asset footprint, extending cryptocurrency trading beyond Hong Kong to the U.K. A broader geographic and product reach should attract clients, deepen engagement among existing customers and diversify trading activity across markets, supporting sustained account and revenue growth over the long term.

Strong Balance Sheet & Shareholder Returns: Interactive Brokers maintains a solid capital position while steadily enhancing shareholder returns. In April 2026, the company raised its quarterly dividend 9.4%, following increases of 28% in 2025 and 150% in 2024, underscoring management’s confidence in its earnings and cash-generation capacity.

Its June 2025 four-for-one stock split also improved share accessibility without affecting underlying fundamentals. The company relies on minimal debt to fund operations and ended the second quarter of 2026 with $7.7 billion in cash and cash equivalents.

This strong liquidity position provides ample flexibility to meet regulatory capital requirements, fund technology and platform investments, and continue returning capital to shareholders over time.

What’s Hurting IBKR’s Growth?Elevated Expense Base: Non-interest expenses have trended higher over time as Interactive Brokers invests in product expansion, technology and distribution. While expenses declined in 2025, the metric witnessed a CAGR of 8.3% over the last five years (2020-2025). The increase has primarily been due to higher execution, clearing and distribution fees. The uptrend persisted in the first half of 2026.

Expense Trend
Image Source: Zacks Investment Research

Continued investments in franchises, the launch of products and services, higher marketing spend, and the upgrade of technology are expected to keep expenses elevated as the platform expands and regulation evolves.

Geographic & Regulatory Risks: Interactive Brokers’ extensive global presence exposes it to regulatory, political, currency and economic risks across multiple jurisdictions, with more than 35% of net revenues generated from overseas operations.

Differences in local regulations, foreign exchange volatility and uneven economic conditions can affect trading activity and profitability. Continued expansion into newer offerings such as cryptocurrencies and prediction markets may increase compliance requirements, technology investment and operational complexity.

These factors could raise costs and weigh on margins, particularly as the company continues expanding across markets with evolving regulatory frameworks.

Final Thoughts on IBKR StockInteractive Brokers remains well-positioned for growth in the current volatile operating environment. While the company’s profitability is expected to be hampered because of elevated expenses, its strong technological capabilities and diversified product offerings enhance its global reach, supporting long-term growth.

Also, rapidly evolving trends will benefit the company’s revenues and expand its market share.

Over the past 60 days, the Zacks Consensus Estimate for the company’s 2026 and 2027 earnings has moved upward. The estimates reflect year-over-year growth rates of 22.8% and 18% for 2026 and 2027, respectively.

Earnings Estimate Revision
Image Source: Zacks Investment Research

The upward earnings estimate revisions reflect that analysts are optimistic regarding IBKR’s earnings growth potential. Thus, it seems to be a wise idea to invest in the stock now.

At present, IBKR sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

It has been about a month since the last earnings report for Woodward (WWD - Free Report) . Shares have lost about 2.8% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Woodward due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.

WWD Q3 Earnings Beat on Aerospace and Industrial Strength

Woodward reported third-quarter fiscal 2026 adjusted earnings of $2.52 per share, up 43.2% year over year. The bottom line beat the Zacks Consensus Estimate of $2.39 by 5.4%.

Net sales rose 21.2% to $1.11 billion but missed the consensus mark of $1.114 billion by 0.4%. Commercial OEM sales surged 34%, while demand remained broad across Woodward's Industrial markets.

Aerospace Sales Accelerate

Aerospace sales increased 19% to $709 million. Commercial OEM revenues reached $234 million as aircraft production rates increased, while commercial services generated $268 million on continued legacy aircraft servicing and growing LEAP and GTF activity. Management said service inputs remained steady to higher across newer engine platforms.

Defense OEM sales declined 6% to $141 million because of a one-time revenue recognition adjustment. Excluding that item, sales would have grown in the mid-single digits. Defense services rose 20% to $66 million. Segment earnings advanced 35% to $170 million, and margin expanded 290 basis points (bps) to 24%. A retroactive contract pricing adjustment added about 100 bps to the margin.

Industrial Growth Broadens

Industrial sales climbed 26% to $401 million. Transportation revenues increased 40% to $180 million, aided by strong marine demand and $40 million of China on-highway sales. Power generation rose 19% to $145 million on robust data-center demand for prime and backup power.

Oil and gas revenues advanced 11% to $76 million, supported by liquefied natural gas infrastructure activity and improving upstream capital spending.
Industrial earnings jumped 86% to $88 million, while margin expanded 720 bps to 22.1%. China on-highway contributed about 90 bps to the margin. Core Industrial sales, which exclude that business, grew 19% to $361 million.

Pricing and Productivity Support Profits

Adjusted EBITDA increased 50% to $249 million, while adjusted EBIT rose 58% to $217 million. Total costs and expenses were $916.2 million compared with $788.6 million a year earlier. Profitability benefited from higher volume and pricing, partly offset by inflation, unfavorable mix and a higher tax burden. The adjusted effective tax rate rose to 24.2% from 14.5%.

Companywide price realization was 10% in the quarter. Management expects full-year pricing of about 8%, with a more normal 3-5% range going forward. Lean initiatives are beginning to improve factory productivity. Automation across machining, inspection and material handling is intended to reduce the need for roughly 1,000 incremental hires by 2029.

Cash Flow Funds Capacity Expansion

Net cash provided by operating activities increased 17% to $147 million. Free cash flow declined 12% to $87 million as capital expenditures more than doubled to $60 million. Management expects spending to rise sharply in the fourth quarter, mainly to finish the Spartanburg facility and purchase equipment for the A350 spoiler program.

Woodward ended June with $475 million in cash and cash equivalents and $1.34 billion of total debt. EBITDA leverage was 1.6 times. Through nine months, operating cash flow reached $352 million and free cash flow totaled $196 million. The company returned $608 million to shareholders, including $553 million through repurchases and $55 million through dividends.

Fiscal 2026 Outlook

WWD raised its fiscal 2026 adjusted earnings guidance to $9.30-$9.50 per share from $9.15-$9.45. The company maintained its sales growth outlook of 20-23%, free cash flow forecast of $300-$350 million and capital expenditure plan of approximately $290 million. It expects to return about $700 million to shareholders for the full year.

Aerospace sales are now expected to grow 21-23%, with a segment margin of about 23.5%. Industrial sales growth is projected at 19-21%, up from 18-20%, while segment margin is expected to reach roughly 19%. The adjusted effective tax rate forecast increased to approximately 22.5%.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates review.

VGM ScoresAt this time, Woodward has a nice Growth Score of B, though it is lagging a bit on the Momentum Score front with a C. Charting a somewhat similar path, the stock was allocated a grade of D on the value side, putting it in the bottom 40% for value investors.

Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Notably, Woodward has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Among the conditions, the Company must demonstrate compliance with the minimum bid price requirement by September 21, 2026 and the stockholders' equity requirement by October 30, 2026Tokyo, Japan--(Newsfile Corp. - August 25, 2026) - TNL Mediagene (NASDAQ: TNMG) (the "Company"), a technology and digital media company providing AI-driven advertising, marketing technology, content commerce and data analytics solutions, and operating multi-language digital media brands across Asia, today announced that on August 23, 2026, the Company received a written decision from the Nasdaq Hearings Panel (the "Panel") of The Nasdaq Stock Market LLC ("Nasdaq") granting the Company's request for continued listing on The Nasdaq Capital Market, subject to the Company's satisfaction of certain conditions. Those conditions include the following:

On or before September 21, 2026, the Company must demonstrate compliance with the Listing Rule 5550(a)(2) (the "Bid Price Rule"); and On or before October 30, 2026, the Company must demonstrate compliance with the Listing Rule 5550(b)(1) (the "Equity Rule").The Panel's decision also requires the Company to provide prompt notification of any significant events occurring during the exception period that may affect the Company's compliance with Nasdaq requirements, including any event that may call into question the Company's ability to meet the terms of the exception granted. The Panel has reserved the right to reconsider the terms of the exception based on any event, condition or circumstance that exists or develops that would, in the opinion of the Panel, make continued listing of the Company's securities on Nasdaq inadvisable or unwarranted. The foregoing summarizes certain terms of the Panel's decision and does not describe all of the terms and conditions of the decision.

The Panel's decision follows a hearing held on August 4, 2026, at which the Company presented its plan to regain compliance with the Bid Price Rule and the Equity Rule. The Company's ordinary shares will continue to be listed and traded on Nasdaq under the symbol "TNMG" during the exception period, subject to the Company's satisfaction of the conditions set forth in the Panel's decision. Any compliance submission by the Company will be subject to review by the Panel. There can be no assurance that the Company will satisfy the conditions of the Panel's decision or otherwise regain compliance with the applicable listing requirements, and a failure to do so would result in the delisting of the Company's securities from Nasdaq.

On June 22, 2026, the Company received a determination letter (the "Determination Letter") from the staff of the Listing Qualifications Department of Nasdaq notifying the Company of the staff's determination to delist the Company's securities from The Nasdaq Capital Market as a result of the Company's failure to regain compliance with the Bid Price Rule and the Company's previously notified non-compliance with the Equity Rule, as described in the Company's press release dated June 26, 2026. On June 29, 2026, the Company requested a hearing before the Panel. On July 1, 2026, Nasdaq notified the Company that the hearing request had been granted and scheduled the hearing for August 4, 2026.

About TNL Mediagene

Headquartered in Tokyo, TNL Mediagene (NASDAQ: TNMG) is a technology and digital media company providing AI-driven advertising, marketing technology, content commerce and data analytics solutions, and operating multi-language digital media brands across Asia. Formed in May 2023 through the merger of Japan's Mediagene Inc. and Taiwan's The News Lens Co., Ltd., the Company combines advertising and marketing technology platforms with a portfolio of established digital media brands to deliver integrated solutions for the evolving digital landscape.

The Company's technology offerings include AI-driven advertising, marketing and digital studio services, content commerce, and advanced data analytics capabilities. These solutions are supported by the Company's well-established multi-language digital media brands in Japanese, Chinese, and English, spanning business, technology, lifestyle, and culture, which provide audience engagement and first-party data.

Known for its appeal to younger audiences, and high-quality content, TNL Mediagene has approximately 480 employees with offices in Japan and Taiwan.

https://www.tnlmediagene.com/

Cautionary Statement Regarding Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that are based on beliefs and assumptions and on information currently available to TNL Mediagene. Forward-looking statements generally relate to future events or TNL Mediagene's future financial or operating performance. In some cases, you can identify forward-looking statements by the following words: "may," "will," "could," "would," "should," "expect," "intend," "plan," "anticipate," "believe," "estimate," "predict," "project," "potential," "continue," "ongoing," "target," "aim," "seek" or the negative or plural of these words, or other similar expressions that are predictions or indicate future events or prospects, although not all forward-looking statements contain these words. Forward-looking statements in this communication include, but are not limited to, statements regarding the Company's ability to satisfy the conditions of the Panel's decision and to regain and maintain compliance with Nasdaq's continued listing requirements, and the potential delisting of the Company's securities from Nasdaq. Any statements that refer to expectations, projections or other characterizations of future events or circumstances, including strategies or plans, are also forward-looking statements. These statements involve risks, uncertainties and other factors that may cause actual results, levels of activity, performance or achievements to be materially different from those expressed or implied by these forward-looking statements. Forward-looking statements in this communication or elsewhere speak only as of the date made. New uncertainties and risks arise from time to time, and it is impossible for TNL Mediagene to predict these events or how they may affect TNL Mediagene. In addition, risks and uncertainties are described in TNL Mediagene's filings with the Securities and Exchange Commission, including the risks and uncertainties set forth under the heading "Risk Factors" in TNL Mediagene's FY2025 Annual Report on Form 20-F filed on April 30, 2026, as may be supplemented or amended by the TNL Mediagene's Reports of a Foreign Private Issuer on Form 6-K. These filings may identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. TNL Mediagene cannot assure you that the forward-looking statements in this communication will prove to be accurate. There may be additional risks that TNL Mediagene presently does not know or that TNL Mediagene currently does not believe are immaterial that could also cause actual results to differ from those contained in the forward-looking statements. In light of the significant uncertainties in these forward-looking statements, you should not regard these statements as a representation or warranty by TNL Mediagene, its directors, officers or employees or any other person. Except as required by applicable law, TNL Mediagene does not have any duty to, and does not intend to, update or revise the forward-looking statements in this communication or elsewhere after the date of this communication. You should, therefore, not rely on these forward-looking statements as representing the views of TNL Mediagene as of any date subsequent to the date of this communication.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/311390

Source: TNL Mediagene

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Bank of New York Mellon Corp purchased a new position in shares of OneMain Holdings, Inc. (NYSE:OMF – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,049,364 shares of the financial services provider’s stock, valued at approximately $63,980,000. Bank of New York Mellon Corp owned approximately 0.91% of OneMain as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the company. CIBC Private Wealth Group LLC grew its stake in shares of OneMain by 117.4% in the fourth quarter. CIBC Private Wealth Group LLC now owns 374 shares of the financial services provider’s stock valued at $25,000 after buying an additional 202 shares in the last quarter. Core Wealth Advisors LLC acquired a new position in OneMain during the 4th quarter worth about $31,000. Atlantic Union Bankshares Corp acquired a new position in OneMain during the 4th quarter worth about $36,000. Transamerica Financial Advisors LLC boosted its holdings in OneMain by 88.2% during the 4th quarter. Transamerica Financial Advisors LLC now owns 670 shares of the financial services provider’s stock valued at $45,000 after acquiring an additional 314 shares during the period. Finally, Sunbelt Securities Inc. purchased a new position in OneMain during the 3rd quarter valued at about $46,000. 85.82% of the stock is currently owned by hedge funds and other institutional investors.

OneMain Price Performance OMF opened at $63.25 on Thursday. OneMain Holdings, Inc. has a 12 month low of $45.78 and a 12 month high of $71.93. The stock has a market capitalization of $7.28 billion, a price-to-earnings ratio of 9.53, a PEG ratio of 0.48 and a beta of 1.21. The business has a fifty day moving average price of $61.57 and a 200 day moving average price of $57.56.

OneMain (NYSE:OMF – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $1.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.26 by $0.05. The company had revenue of $1.62 billion for the quarter, compared to analyst estimates of $1.28 billion. OneMain had a return on equity of 23.49% and a net margin of 13.92%.OneMain’s revenue for the quarter was up 6.7% compared to the same quarter last year. During the same quarter last year, the company earned $1.45 EPS. On average, research analysts anticipate that OneMain Holdings, Inc. will post 7.11 earnings per share for the current year. OneMain Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Monday, August 10th were paid a dividend of $1.05 per share. This represents a $4.20 dividend on an annualized basis and a dividend yield of 6.6%. The ex-dividend date was Monday, August 10th. OneMain’s dividend payout ratio is presently 63.25%.

Wall Street Analysts Forecast Growth Several equities analysts have weighed in on OMF shares. TD Cowen lifted their target price on OneMain from $66.00 to $68.00 and gave the company a “buy” rating in a research report on Tuesday, July 7th. Citigroup reissued a “market outperform” rating on shares of OneMain in a research report on Thursday, July 30th. Citizens Jmp raised their price objective on shares of OneMain from $68.00 to $70.00 and gave the company a “market outperform” rating in a research note on Thursday, July 30th. Evercore set a $66.00 price objective on shares of OneMain in a report on Monday, July 6th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of OneMain in a research note on Friday, July 10th. Eight equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $68.40.

Get Our Latest Report on OneMain

Insider Buying and Selling In related news, SVP Michael A. Hedlund sold 2,500 shares of the firm’s stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $64.00, for a total value of $160,000.00. Following the sale, the senior vice president owned 10,627 shares of the company’s stock, valued at $680,128. This trade represents a 19.04% 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. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Micah R. Conrad sold 5,000 shares of OneMain stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $65.40, for a total transaction of $327,000.00. Following the completion of the transaction, the chief operating officer owned 91,250 shares of the company’s stock, valued at $5,967,750. This represents a 5.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 14,348 shares of company stock worth $911,576 over the last 90 days. Insiders own 0.29% of the company’s stock.

OneMain Profile (Free Report)

OneMain Financial (NYSE: OMF) is a leading consumer finance company specializing in unsecured personal loans for middle-income customers. The company offers tailored loan products designed to address a variety of needs, including debt consolidation, home improvement financing, large purchases and emergency expenses. Through a combination of branch-based service and digital channels, OneMain aims to deliver a personalized borrowing experience with flexible repayment options and transparent terms.

Tracing its roots back to the Commercial Credit Company founded in 1912, OneMain has evolved through a series of mergers and corporate transformations.

Read More Five stocks we like better than OneMain Williams-Sonoma’s Quarter Gave Bulls More Than Just a Beat-and-Raise Alcoa’s Gallium Project Opens a New Door Beyond Aluminum Oura’s $16 Billion IPO Could Put a New Price on Wearable Tech Can Tesla’s Flying Roadster Distract From Its Real Risks? Want to see what other hedge funds are holding OMF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for OneMain Holdings, Inc. (NYSE:OMF – Free Report).

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Q2 comparable brand revenue +6.2%
GAAP operating margin of 22.9%; non-GAAP operating margin of 17.3%
GAAP diluted EPS of $2.84; non-GAAP diluted EPS of $2.10
Raises full-year 2026 outlook

SAN FRANCISCO--(BUSINESS WIRE)--Williams-Sonoma, Inc. (NYSE: WSM) today announced operating results for the second quarter ended August 2, 2026 versus the second quarter ended August 3, 2025.

“We delivered a very strong second quarter. In Q2, our comp came in at 6.2%, with total revenue growth of 6.7%, and we drove an operating margin of 17.3% with earnings per share of $2.10. Every brand delivered again in the quarter, driven by strong execution across our brands, our channels, and our team,” said Laura Alber, President and Chief Executive Officer.

Alber concluded, “Our strategies continue to gain momentum, and our results reflect the power of our execution. We gained market share, continued to outperform the industry, and raised our annual outlook on both the top and bottom lines. We are delivering compounding results despite the housing market and other macroeconomic events, and we remain confident in our priorities and plans for the remainder of 2026 and beyond.”

SECOND QUARTER 2026 HIGHLIGHTS

Comparable brand revenue +6.2%. Gross margin of 51.6% on a GAAP basis, +450bps to LY driven by (i) IEEPA tariff refunds, net of tariff-related vendor concessions, of +610bps, (ii) occupancy leverage of +40bps, and (iii) supply chain efficiencies of +30bps, partially offset by (iv) lower merchandise margins of -230bps primarily driven by tariff costs. Occupancy costs of $208 million, +3.3% to LY. Gross margin of 45.5% on a non-GAAP basis, -160bps to LY driven by (i) lower merchandise margins of -230bps primarily driven by tariff costs, partially offset by (ii) supply chain efficiencies of +30bps, and (iii) occupancy leverage of +40bps. Occupancy costs of $208 million, +3.3% to LY. SG&A rate of 28.7% on a GAAP basis, -50bps to LY driven by (i) employment expense leverage, net of a one-time tariff-related employee recognition cost in the form of a discretionary 401(k) contribution, of -70bps, partially offset by (ii) higher general expenses of +10bps, and (iii) higher advertising expenses of +10bps. SG&A of $563 million, +5.0% to LY on a GAAP basis. SG&A rate of 28.2% on a non-GAAP basis, -100bps to LY driven by (i) employment expense leverage of -120bps, partially offset by (ii) higher general expenses of +10bps, and (iii) higher advertising expenses of +10bps. SG&A of $553 million, +3.1% to LY on a non-GAAP basis. Operating income of $449 million with an operating margin of 22.9% on a GAAP basis; or $338 million with an operating margin of 17.3% on a non-GAAP basis. +500bps to LY on a GAAP basis and -60bps to LY on a non-GAAP basis. GAAP diluted EPS of $2.84 per share, or $2.10 on a non-GAAP basis. +42.0% to LY on a GAAP basis and +5.0% to LY on a non-GAAP basis. Merchandise inventories +1.0% to the second quarter LY to $1.45 billion, net of $29.3 million of deferred tariff refund income recorded as a reduction of inventory. Maintained strong liquidity position of $1.0 billion in cash and $696 million in operating cash flow, inclusive of the collection of $200.2 million of tariff refunds and the related interest, enabling the company to deliver returns to stockholders of $90 million through dividends. TARIFF REFUND

During the second quarter of fiscal 2026, we recognized income from the refund of previously paid International Emergency Economic Powers Act (“IEEPA”) tariffs. During the quarter, we recorded (i) a reduction of cost of goods sold of $167.8 million related to refunds received for tariffs that have been previously expensed and (ii) related interest income of $6.3 million. This income was partially offset by (i) a provision of $47.5 million to reimburse certain merchandise vendors that previously provided tariff-related concessions and (ii) a one-time tariff-related employee recognition cost of $10.0 million, in the form of a discretionary 401(k) contribution to all eligible employees. As of August 2, 2026, we deferred $29.3 million of the tariff refund income as a reduction of merchandise inventories, which we anticipate recognizing as a reduction to cost of goods sold in the third quarter of fiscal 2026. Substantially all of our initial refund claim of $197.8 million has been collected as of August 2, 2026, with a remaining tariff refund receivable of $3.2 million. We have adjusted all of these tariff-related items as non-GAAP adjustments. See Exhibit 1 for our GAAP to non-GAAP reconciliation.

OUTLOOK

We are raising our fiscal 2026 guidance to reflect our year-to-date strong performance. In fiscal 2026, we now expect annual net revenues in the range of +4.7% to +7.2%, with comps in the range of +4.0% to +6.5%; and an operating margin, on a non-GAAP basis, between 17.8% to 18.2%. Our guidance assumes (i) all tariffs currently in place will remain for fiscal 2026, including the Section 232 tariffs, the existing Section 301 tariffs, the new Section 301 tariffs announced on July 23rd, and the latest tariffs between Canada and the United States, (ii) oil prices will remain elevated for the remainder of the year, and (iii) no benefit from tariff refunds or related interest. For fiscal 2026, we expect annual interest income of approximately $25 million and an effective tax rate of approximately 26%, both on a non-GAAP basis. Over the long term, we continue to expect mid-to-high single-digit annual net revenue growth with an operating margin in the mid-to-high teens. CONFERENCE CALL AND WEBCAST INFORMATION

Williams-Sonoma, Inc. will host a live conference call today, August 26, 2026, at 7:00 A.M. (PT). The call will be open to the general public via live webcast and can be accessed at http://ir.williams-sonomainc.com/events. A replay of the webcast will be available at http://ir.williams-sonomainc.com/events.

SEC REGULATION G — NON-GAAP INFORMATION

This press release and our accompanying earnings call include non-GAAP financial measures. Exhibit 1 provides reconciliations of these non-GAAP financial measures to the most comparable financial measures calculated and presented in accordance with accounting principles generally accepted in the U.S. (“GAAP”). We have not provided a reconciliation of non-GAAP measures to the most directly comparable GAAP measures on a forward-looking basis as we cannot do so without unreasonable efforts due to the potential variability and limited visibility of excluded items; these excluded items may include exit costs, reduction-in-force initiatives, impairment, early termination charges and other non-recurring or non-operational income or expenses. For the same reasons, we are unable to address the probable significance of any such excluded items. We believe that these non-GAAP financial measures, when reviewed in conjunction with GAAP financial measures, can provide meaningful supplemental information for investors regarding the performance of our business and facilitate a meaningful evaluation of current period performance on a comparable basis with prior periods. Our management uses these non-GAAP financial measures in order to have comparable financial results to analyze changes in our underlying business from quarter to quarter. In addition, certain other items may be excluded from non-GAAP financial measures when the company believes this provides greater clarity to management and investors. These non-GAAP financial measures should be considered as a supplement to, and not as a substitute for or superior to the GAAP financial measures presented in this press release and our financial statements and other publicly filed reports. Such non-GAAP measures may not be comparable to similarly titled measures used by other companies.

FORWARD-LOOKING STATEMENTS

This press release contains forward-looking statements that involve risks and uncertainties, as well as assumptions that, if they do not fully materialize or are proven incorrect, could cause our results to differ materially from those expressed or implied by such forward-looking statements. Such forward-looking statements include, among other things, statements in the quotes of our President and Chief Executive Officer, our fiscal year 2026 outlook and long-term financial targets, and statements regarding our industry trends and business strategies.

The risks and uncertainties that could cause our results to differ materially from those expressed or implied by such forward-looking statements include: our ability to provide products that are designed and built for durability and longevity at competitive prices; changes in and the related impact of U.S. (federal, state and local) and international tax laws, trade policies and regulations; our ability to mitigate current and future tariffs; factors, including but not limited to general economic conditions, inflationary pressures, consumer disposable income, rising fuel prices, recession and fears of recession, unemployment, war and fears of war, adverse weather, availability of consumer credit, conditions in the housing market, elevated interest rates, and consumer confidence in current and future economic conditions that can affect consumer spending; the plans, strategies, initiatives and objectives of management for future operations; our ability to execute strategic priorities and growth initiatives; our beliefs about our competitive advantages and areas of potential future growth in the market; the impact of periods of decreased home purchases; our ability to anticipate consumer preferences and buying trends; factors, including but not limited to fuel costs, labor disputes, union organizing activity, geopolitical instability, and acts of terrorism and war, that can affect the global supply chain; effective inventory management; timely and effective sourcing and delivery of merchandise from our suppliers; our ability to respond to the growing use of and to adopt new technologies, including artificial intelligence; our belief in the reasonableness of the steps taken by us and our suppliers to protect the security and confidentiality of the information we collect; multi-channel and multi-brand complexities; our brands, products, retail and related initiatives, including our ability to introduce new products, product lines, brands and brand extensions, and bring in new customers; challenges associated with our global presence and expansion efforts; our ability to control employment, advertising, occupancy, and other operating costs; payment of dividends; our ability to drive long-term sustainable returns; our capital allocation strategy in fiscal 2026; our planned use of cash in fiscal 2026; projections of earnings, revenues, growth and other financial items; and other risks and uncertainties described more fully in our public announcements, reports to stockholders and other documents filed with or furnished to the SEC, including our Annual Report on Form 10-K for the fiscal year ended February 1, 2026 and all subsequent quarterly reports on Form 10-Q and current reports on Form 8-K. We have not filed our Form 10-Q for the quarter ended August 2, 2026. As a result, all financial results described here should be considered preliminary, and are subject to change to reflect any necessary adjustments or changes in accounting estimates that are identified prior to the time we file the Form 10-Q. All forward-looking statements in this press release are based on information available to us as of the date hereof, and we assume no obligation to update these forward-looking statements.

ABOUT WILLIAMS-SONOMA, INC.

Williams-Sonoma, Inc. is the world’s largest digital-first, design-led and sustainable home retailer. The company’s brands — Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Williams Sonoma Home, Rejuvenation, Mark and Graham, GreenRow, and Dormify — represent distinct merchandise strategies that are marketed through e-commerce, direct-mail catalogs, retail stores, and business-to-business. These brands collectively support The Key Rewards, our loyalty and credit card program that offers members exclusive benefits. We operate in the U.S., Puerto Rico, Canada, Australia and the United Kingdom, and have unaffiliated franchisees that operate stores in Mexico, South Korea, India and the Philippines.

WSM-IR

Condensed Consolidated Statements of Earnings (unaudited)

  For the Thirteen Weeks Ended

For the Twenty-six Weeks Ended

August 2, 2026

August 3, 2025

August 2, 2026

August 3, 2025

(In thousands, except per share amounts)

$

% of Net

revenues

$

% of Net

revenues

$

% of Net

revenues

$

% of Net

revenues

Net revenues

$

1,959,757

100.0

%

$

1,836,760

100.0

%

$

3,765,213

100.0

%

$

3,566,873

100.0

%

Cost of goods sold

947,809

48.4

972,137

52.9

1,959,839

52.1

1,936,441

54.3

Gross profit

1,011,948

51.6

864,623

47.1

1,805,374

47.9

1,630,432

45.7

Selling, general and administrative expenses

563,153

28.7

536,564

29.2

1,064,891

28.3

1,011,660

28.4

Operating income

448,795

22.9

328,059

17.9

740,483

19.7

618,772

17.3

Interest income, net

12,412

0.6

9,080

0.5

19,319

0.5

18,613

0.5

Earnings before income taxes

461,207

23.5

337,139

18.4

759,802

20.2

637,385

17.9

Income taxes

123,098

6.3

89,577

4.9

190,331

5.1

158,560

4.4

Net earnings

$

338,109

17.3

%

$

247,562

13.5

%

$

569,471

15.1

%

$

478,825

13.4

%

Earnings per share (EPS):

Basic

$

2.87

$

2.03

$

4.82

$

3.91

Diluted

$

2.84

$

2.00

$

4.77

$

3.86

Shares used in calculation of EPS:

Basic

117,765

122,121

118,075

122,614

Diluted

118,892

123,595

119,375

124,163

2nd Quarter Net Revenues and Comparable Brand Revenue Growth 1

Net revenues

Comparable brand revenue

growth

(In thousands, except percentages)

Q2 26

Q2 25

Q2 26

Q2 25

Pottery Barn

$

770,808

$

724,579

5.1

%

1.1

%

West Elm

496,251

468,550

6.4

3.3

Williams Sonoma 2

268,828

249,053

7.6

5.1

Pottery Barn Kids and Teen

297,438

286,749

3.5

5.3

Other 3

126,432

107,829

N/A

N/A

Total 4

$

1,959,757

$

1,836,760

6.2

%

3.7

%

1 See the Company’s 10-K for the definition of comparable brand revenue, which is calculated on a 13-week basis, and includes business-to-business revenues.

2 Includes Williams Sonoma Home net revenues.

3 Primarily consists of net revenues from Rejuvenation, Mark and Graham, our international franchise operations, GreenRow and Dormify.

4 Total comparable brand revenue growth includes Rejuvenation, Mark and Graham, and GreenRow.

  Condensed Consolidated Balance Sheets (unaudited)

  As of

(In thousands, except per share amounts)

August 2,
2026

February 1,
2026

August 3,
2025

Assets

Current assets

Cash and cash equivalents

$

1,028,936

$

1,019,801

$

985,823

Accounts receivable, net

146,219

126,821

115,509

Merchandise inventories, net

1,447,423

1,462,849

1,433,605

Prepaid expenses

105,583

80,053

100,622

Other current assets

18,385

23,663

19,961

Total current assets

2,746,546

2,713,187

2,655,520

Property and equipment, net

1,121,677

1,095,158

1,029,526

Operating lease right-of-use assets

1,322,644

1,270,272

1,221,792

Deferred income taxes, net

74,433

99,161

95,797

Goodwill

77,369

77,398

77,374

Other long-term assets, net

163,637

156,736

148,359

Total assets

$

5,506,306

$

5,411,912

$

5,228,368

Liabilities and stockholders' equity

Current liabilities

Accounts payable

$

703,822

$

637,985

$

601,661

Accrued expenses

207,857

314,588

202,914

Gift card and other deferred revenue

618,926

602,940

578,192

Income taxes payable

62,098

78,943

74,329

Operating lease liabilities

217,032

221,356

222,572

Other current liabilities

88,843

98,318

86,641

Total current liabilities

1,898,578

1,954,130

1,766,309

Long-term operating lease liabilities

1,310,914

1,235,549

1,171,675

Other long-term liabilities

155,900

139,674

140,688

Total liabilities

3,365,392

3,329,353

3,078,672

Stockholders' equity

Preferred stock: $0.01 par value; 7,500 shares authorized, none issued

—

—

—

Common stock: $0.01 par value; 253,125 shares authorized; 117,779, 118,770, and 121,790 shares issued and outstanding at August 2, 2026, February 1, 2026 and August 3, 2025, respectively

1,178

1,188

1,219

Additional paid-in capital

543,931

587,433

544,244

Retained earnings

1,611,605

1,509,129

1,622,191

Accumulated other comprehensive loss

(14,142

)

(13,176

)

(15,943

)

Treasury stock, at cost

(1,658

)

(2,015

)

(2,015

)

Total stockholders' equity

2,140,914

2,082,559

2,149,696

Total liabilities and stockholders' equity

$

5,506,306

$

5,411,912

$

5,228,368

Retail Store Data
(unaudited)

Beginning of quarter
May 3, 2026

End of quarter
August 2, 2026

As of
August 3, 2025

Openings

Closings

Pottery Barn

180

2

(1

)

181

181

Williams Sonoma

153

—

—

153

154

West Elm

116

1

—

117

119

Pottery Barn Kids

43

—

—

43

44

Rejuvenation

13

—

—

13

11

GreenRow

1

—

—

1

—

Total

506

3

(1

)

508

509

  Condensed Consolidated Statements of Cash Flows (unaudited)

  For the Twenty-six Weeks Ended

(In thousands)

August 2, 2026

August 3, 2025

Cash flows from operating activities:

Net earnings

$

569,471

$

478,825

Adjustments to reconcile net earnings to net cash provided by (used in) operating activities:

Depreciation and amortization

112,683

113,165

Loss on disposal/impairment of assets

1,108

3,599

Non-cash lease expense

127,380

121,936

Deferred income taxes

12,884

14,658

Tax benefit related to stock-based awards

11,650

11,423

Stock-based compensation expense

61,530

46,974

Other

(898

)

(1,275

)

Changes in:

Accounts receivable

(19,495

)

2,411

Merchandise inventories

15,000

(98,562

)

Prepaid expenses and other assets

(27,704

)

(37,959

)

Accounts payable

49,314

(48,962

)

Accrued expenses and other liabilities

(89,166

)

(78,142

)

Gift card and other deferred revenue

16,197

(7,069

)

Operating lease liabilities

(127,247

)

(125,977

)

Income taxes payable

(16,845

)

6,633

Net cash provided by operating activities

695,862

401,678

Cash flows from investing activities:

Purchases of property and equipment

(116,434

)

(110,293

)

Other

62

(1,195

)

Net cash used in investing activities

(116,372

)

(111,488

)

Cash flows from financing activities:

Repurchases of common stock

(287,805

)

(289,108

)

Payment of dividends

(175,444

)

(155,994

)

Tax withholdings related to stock-based awards

(99,095

)

(67,903

)

Debt issuance costs

—

(1,187

)

Other

(7,658

)

(6,941

)

Net cash used in financing activities

(570,002

)

(521,133

)

Effect of exchange rates on cash and cash equivalents

(353

)

3,789

Net increase (decrease) in cash and cash equivalents

9,135

(227,154

)

Cash and cash equivalents at beginning of period

1,019,801

1,212,977

Cash and cash equivalents at end of period

$

1,028,936

$

985,823

  Exhibit 1

2nd Quarter GAAP to Non-GAAP Reconciliation
(unaudited)

For the Thirteen Weeks Ended

For the Twenty-six Weeks Ended

August 2, 2026

August 3, 2025

August 2, 2026

August 3, 2025

(In thousands, except per share data)

$

% of Net

revenues

$

% of Net

revenues

$

% of Net revenues

$

% of Net revenues

Gross profit

$

1,011,948

51.6

%

$

864,623

47.1

%

$

1,805,374

47.9

%

$

1,630,432

45.7

%

Tariff refund income1

(167,778

)

—

(167,778

)

—

Tariff refund-related vendor concessions2

47,464

—

47,464

—

Non-GAAP gross profit

$

891,634

45.5

%

$

864,623

47.1

%

$

1,685,060

44.8

%

$

1,630,432

45.7

%

Selling, general and administrative expenses

$

563,153

28.7

%

$

536,564

29.2

%

$

1,064,891

28.3

%

$

1,011,660

28.4

%

Tariff refund-related employee recognition3

(10,000

)

—

(10,000

)

—

Non-GAAP selling, general and administrative expenses

$

553,153

28.2

%

$

536,564

29.2

%

$

1,054,891

28.0

%

$

1,011,660

28.4

%

Operating income

$

448,795

22.9

%

$

328,059

17.9

%

$

740,483

19.7

%

$

618,772

17.3

%

Tariff refund income1

(167,778

)

—

(167,778

)

—

Tariff refund-related vendor concessions2

47,464

—

47,464

—

Tariff refund-related employee recognition3

10,000

—

10,000

—

Non-GAAP operating income

$

338,481

17.3

%

$

328,059

17.9

%

$

630,169

16.7

%

$

618,772

17.3

%

Interest income, net

$

12,412

0.6

%

$

9,080

0.5

%

$

19,319

0.5

%

$

18,613

0.5

%

Interest income on tariff refund4

(6,346

)

—

(6,346

)

—

Non-GAAP interest income, net

$

6,066

0.3

%

$

9,080

0.5

%

$

12,973

0.3

%

$

18,613

0.5

%

Earnings before income taxes

$

461,207

23.5

%

$

337,139

18.4

%

$

759,802

20.2

%

$

637,385

17.9

%

Tariff refund income1

(167,778

)

—

(167,778

)

—

Tariff refund-related vendor concessions2

47,464

—

47,464

—

Tariff refund-related employee recognition3

10,000

—

10,000

—

Interest income on tariff refund4

(6,346

)

—

(6,346

)

—

Non-GAAP earnings before income taxes

$

344,547

17.6

%

$

337,139

18.4

%

$

643,142

17.1

%

$

637,385

17.9

%

$

Tax rate

$

Tax rate

$

Tax rate

$

Tax rate

Income taxes

$

123,098

26.7

%

$

89,577

26.6

%

$

190,331

25.1

%

$

158,560

24.9

%

Tariff refund income1

(41,428

)

—

(41,428

)

—

Tariff refund-related vendor concessions2

11,720

—

11,720

—

Tariff refund-related employee recognition3

2,469

—

2,469

—

Interest income on tariff refund4

(1,567

)

—

(1,567

)

—

Non-GAAP income taxes

$

94,292

27.4

%

$

89,577

26.6

%

$

161,525

25.1

%

$

158,560

24.9

%

Diluted EPS

$

2.84

$

2.00

$

4.77

$

3.86

Tariff refund income1

(1.06

)

—

(1.06

)

—

Tariff refund-related vendor concessions2

0.30

—

0.30

—

Tariff refund-related employee recognition3

0.06

—

0.06

—

Interest income on tariff refund4

(0.04

)

—

(0.04

)

—

Non-GAAP diluted EPS5

$

2.10

$

2.00

$

4.03

$

3.86

1 During Q2 2026, we recognized a reduction to cost of goods sold of $167.8 million related to a refund of IEEPA tariffs.

2 During Q2 2026, we recorded a provision of $47.5 million to reimburse certain merchandise vendors that previously provided tariff-related concessions.

3 During Q2 2026, we recorded a one-time tariff-related employee recognition cost of $10.0 million, in the form of a discretionary 401(k) contribution to all eligible employees.

4 During Q2 2026, we recognized interest income of $6.3 million related to interest received on IEEPA tariff refunds.

5 Per share amounts may not sum due to rounding to the nearest cent per diluted share.

SEC Regulation G – Non-GAAP Information

These tables include non-GAAP gross profit, gross margin, selling, general and administrative expense, operating income, operating margin, interest income, earnings before income taxes, income taxes, effective tax rate and diluted EPS. We believe that these non-GAAP financial measures provide meaningful supplemental information for investors regarding the performance of our business and facilitate a meaningful evaluation of our quarterly actual results on a comparable basis with prior periods. Our management uses these non-GAAP financial measures in order to have comparable financial results to analyze changes in our underlying business from quarter to quarter. These non-GAAP financial measures should be considered as a supplement to, and not as a substitute for, or superior to, financial measures calculated in accordance with GAAP.

More News From Williams-Sonoma, Inc.

A month has gone by since the last earnings report for Antero Resources (AR - Free Report) . Shares have added about 9.1% in that time frame, outperforming the S&P 500.

But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Antero Resources due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Antero Resources Corporation before we dive into how investors and analysts have reacted as of late.

AR Q2 Earnings Beat Estimates on Record Production GainsAntero Resources Corporation reported second-quarter 2026 adjusted earnings of 76 cents per share, beating the Zacks Consensus Estimate of 75 cents. Revenues of $1.6 billion beat the consensus estimate of $1.5 billion by 4.4% and increased from $1.3 billion in the year-ago quarter.

The strong quarterly performance was supported by record production, lower cash costs and benefits from the HG Energy acquisition. Net production averaged 4.1 Bcfe/d, up 21% year over year, while adjusted EBITDAX rose 57% to $595 million.

AR Production Growth Supports ResultsAntero Resources delivered record production in the second quarter, with average net output reaching 4.1 Bcfe/d, including 216 MBbl/d of liquids. The figure is in line with our estimate of 4.1 Bcfe/d.

Natural gas production averaged 2,847 MMcf/d, while C3+ NGL production averaged 121,132 Bbl/d and C2 NGL production averaged 86,769 Bbl/d.

The company placed 26 Marcellus wells to sales during the quarter with an average lateral length of 13,323 feet. The 21 wells that had been online for about 60 days averaged 25 MMcfe/d per well, including 975 Bbl/d of liquids per well assuming 25% ethane recovery.

Antero Resources Benefits From HG EnergyAR saw year-over-year revenue growth from stronger production volumes and contributions from the HG Energy assets.Total revenues increased to $1.6 billion from $1.3 billion in the prior-year quarter, helped by higher natural gas liquids sales, oil sales and commodity derivative gains.

The company’s revenues included $688.5 million from natural gas sales, $587.7 million from natural gas liquids sales and $59.6 million from oil sales. The figures are slightly below our estimates of $705.6 million from natural gas sales, $653.4 million from natural gas liquids sales and $63.1 million, respectively. Commodity derivative fair value gains increased to $160.6 million from $53.4 million a year ago.

AR Improves Cost Structure & MarginsAntero Resources reported total cash operating costs of $2.38 per Mcfe in the quarter, down $0.29 per Mcfe, or 11%, from the prior-year period. Cash production expenses were $2.22 per Mcfe compared with $2.48 per Mcfe in the second quarter of 2025. The figure is marginally above our estimate of $2.21 per Mcfe

Operating expenses rose to $1.18 billion from $1.09 billion a year ago, reflecting higher gathering, compression, processing and transportation costs, as well as increased depletion, depreciation and amortization. The figure is also above our estimate of $1.14 billion.

Operating income, however, improved to $375.5 million from $204.9 million. The metric also beat our estimate of $323.3 million.

Antero Resources Expands Development PositionAR completed strategic acquisitions in July for approximately $315 million within its West Virginia development footprint. The properties add about 125 MMcfe/d of net production, 3,500 net undeveloped acres and 15 net undeveloped locations.

The company also continued investing in its resource base during the quarter. Drilling and completion capital expenditure totaled $297 million, while land investment reached $29 million, adding approximately 5,000 net acres and 20 incremental net drilling locations.

AR Updates 2026 Outlook & Cash FlowAntero Resources raised its 2026 production guidance to 4.15-4.2 Bcfe/d, citing strong year-to-date performance and the July acquisitions. Third-quarter production is expected to average 4.25-4.3 Bcfe/d, with fourth-quarter production forecast at 4.4-4.5 Bcfe/d.

The company lowered cash production expense guidance to $2.20-$2.30 per Mcfe and adjusted its expected natural gas realized price premium to NYMEX Henry Hub to 5-15 cents per Mcf. C2 NGL realized price premium guidance was increased to $2.50-$3 per barrel.

Antero Resources Strengthens Financial FlexibilityAR generated $438.8 million in net cash from operating activities during the second quarter. The adjusted free cash flow before changes in working capital was $219.8 million compared with $156.3 million in the year-ago period.

The company also continued its capital return program, repurchasing 1.1 million shares for approximately $38 million during the quarter at an average weighted price of $34.25 per share. As of the earnings release, Antero Resources had approximately $880 million of remaining capacity under its share repurchase program.

Antero Resources’ balance sheet reflected total debt of $2.6 billion as of June 30, 2026, including $1.1 billion outstanding under its term loan and $600 million of senior notes due 2030.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in fresh estimates.

The consensus estimate has shifted 18.11% due to these changes.

VGM ScoresAt this time, Antero Resources has a nice Growth Score of B, though it is lagging a bit on the Momentum Score front with a C. Charting a somewhat similar path, the stock has a score of B on the value side, putting it in the top 40% for this investment strategy.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, Antero Resources has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry PlayerAntero Resources is part of the Zacks Oil and Gas - Exploration and Production - United States industry. Over the past month, Range Resources (RRC - Free Report) , a stock from the same industry, has gained 5.3%. The company reported its results for the quarter ended June 2026 more than a month ago.

Range Resources reported revenues of $795.3 million in the last reported quarter, representing a year-over-year change of +8.5%. EPS of $0.79 for the same period compares with $0.66 a year ago.

Range Resources is expected to post earnings of $0.67 per share for the current quarter, representing a year-over-year change of +17.5%. Over the last 30 days, the Zacks Consensus Estimate has changed +5.6%.

The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Range Resources. Also, the stock has a VGM Score of B.

Yext, Inc.  (NYSE:YEXT) will release its second earnings report before the opening bell on Tuesday, Sept. 1.

Analysts expect the New York-based company to report quarterly earnings of 17 cents per share, up from 12 cents per share in the year-ago period. The consensus estimate for Yext’s quarterly revenue is $111.3 million. It reported $113.09 million last year, according to Benzinga Pro.

On July 7, Yext named Cynthia Paul to its board of directors.

Yext shares gained 4% to close at $6.76 on Wednesday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

B. Riley Securities analyst Naved Khan downgraded the stock from Buy to Neutral and cut the price target from $8 to $5 on June 3, 2026. This analyst has an accuracy rate of 73%. DA Davidson analyst Tom White maintained a Neutral rating with a price target of $6 on March 11, 2026. This analyst has an accuracy rate of 51%. Roth Capital analyst Rohit Kulkarni downgraded the stock from Buy to Neutral and cut the price target from $9.5 to $6 on March 11, 2026. This analyst has an accuracy rate of 81%. Needham analyst Ryan MacDonald maintained a Buy rating and a price target of $10 on Aug. 18, 2025. This analyst has an accuracy rate of 58%. Trending

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JOYY NASDAQ: YY reported second-quarter 2026 revenue growth of 16.3% from a year earlier as its social entertainment, advertising technology and Shopline commerce businesses all expanded, while non-GAAP operating profit rose faster than revenue.

Total revenue reached $591 million, up 6.3% sequentially. Non-GAAP operating income increased 28.2% year over year to $49 million, while non-GAAP EBITDA rose 18.1% to $57 million. Operating cash flow was $65 million, and the company reported $3.06 billion in net cash as of June 30.

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Chairperson and CEO Ting Li said the quarter reflected progress in JOYY's effort to develop a “multi-engine global technology company” spanning social entertainment, programmatic advertising and omnichannel commerce. She said non-live-streaming revenue exceeded 31.8% of total revenue during the quarter and that the company expects those segments to approach half of total revenue and operating profit by 2028.

Social Entertainment Returns to Growth Social entertainment revenue totaled $423 million, rising 7.4% year over year and 5.6% from the prior quarter. Live-streaming revenue increased 7.3% from a year earlier and 5.9% sequentially, supported by growth in both paying users and average revenue per paying user.

Vice President of Finance Alex Liu said core live-streaming paying users increased 3.9% year over year, while ARPPU rose 2.4%. Revenue from developed markets increased 11.8% from a year earlier. Global average mobile monthly active users reached 277 million, up 5.5%, with the company’s instant-messaging product accounting for 82% of total MAUs.

Li attributed Bigo Live’s improved momentum to changes in streamer incentives, content ecosystem development, localized operating campaigns and AI-powered improvements in content distribution and payment experiences. Average daily active streamers rose 4.4% sequentially, while newly signed streamers increased 5.4%.

The company also said AI-generated content and interactive virtual gifts represented 34.3% of total virtual-gift consumption in May. Revenue from JOYY’s new voice-product portfolio rose more than 400% from a year earlier and 39% sequentially.

For the third quarter, JOYY expects social entertainment revenue to grow at a moderate single-digit year-over-year rate. Management said it expects the segment to produce full-year revenue growth in 2026.

Advertising Business Posts Strong Gains BIGO Ads generated $134 million in second-quarter revenue, up 53.1% year over year and 7.1% sequentially. The third-party BIGO Audience Network business grew 74.1% from a year earlier and 9.3% from the preceding quarter.

Management said the growth reflected expanding traffic, a broader advertiser base, increased demand across multiple advertising verticals and improvements in algorithms. SDK traffic increased 37.7% year over year. Web-based advertising demand, primarily from lead generation and e-commerce, rose 91.7%, while management said in-app advertising spending increased 70.6%.

Li said the company is deepening partnerships with mediation platforms including MAX and LevelPlay, while investing in vertical-specific models, bidding and delivery tools, and compute scheduling. She said the third-party advertising business remains in a rapid expansion stage and will continue to require investment in research and development, sales and infrastructure, but has healthy unit economics and should remain profitable while margins improve over the medium term.

JOYY reiterated its three-year objective for BIGO Audience Network to reach $1 billion in revenue. For the full year, management expects BIGO Ads to grow at a mid-double-digit year-over-year rate.

Shopline Growth Accelerates as AI Traffic Expands Shopline revenue was $34 million, increasing 28.6% year over year and 12.5% sequentially. Li said revenue from cross-border merchants rose 73.5% from a year earlier, helping accelerate the segment’s overall growth.

The company described Shopline as an AI-native, one-stop omnichannel commerce infrastructure provider. It said merchants’ page views from AI channels increased nearly 15-fold year over year in the first half, while order volumes from those channels rose more than 35-fold.

Shopline has expanded integrations with AI agents including ChatGPT, Claude and Cursor, according to Li. The company’s Shopline Copilot, which is designed to enable merchants to manage online stores using natural-language prompts, has entered internal testing.

Management said Shopline’s subscription services provide recurring revenue, while payments and marketing services enable the company to participate more directly in merchant transaction and GMV growth. The growing contribution of value-added services has pressured gross margin because those offerings carry lower gross margins than subscription revenue, but management expects them to generate operating leverage because they require less incremental sales and research-and-development spending to scale.

JOYY expects Shopline’s third-quarter revenue growth to remain in the mid-20% range year over year and expects full-year growth to exceed 20%. Management said operating expenses have largely stabilized and reiterated its expectation that Shopline will narrow losses in 2026 and reach operating breakeven by 2028.

Outlook and Capital Returns For the third quarter, JOYY forecast total revenue of $602 million to $622 million, representing year-over-year growth of 11.4% to 15.2%. The company raised its outlook for full-year non-GAAP operating-income growth to about 20% year over year, from a previous expectation for growth in the teens.

Alex Liu said non-GAAP net income attributable to JOYY controlling interest was $63 million in the quarter, or a 10.7% margin. He said net income was affected by a $14 million foreign-exchange loss tied to a weaker U.S. dollar; excluding that impact, non-GAAP net income would have been $77 million.

JOYY returned $359 million to shareholders through Aug. 21, including $216 million in repurchased shares and $142 million in dividends. Of the repurchases, $128 million was completed under an up-to-$600 million program authorized in May. The company’s board also authorized a $1.5 billion shareholder-return program running through the end of 2028.

Management said it sees no inherent trade-off between investing for growth and returning capital, citing its cash position, operating cash flow and growth outlook across its three main businesses.

About JOYY (NASDAQ:YY)JOYY Inc NASDAQ: YY is a global technology-driven social media company specializing in video-based content creation and real-time social entertainment. The company develops and operates platforms that enable users to broadcast live video, engage with audiences and participate in interactive social communities. Its flagship global products include Bigo Live, a live-streaming application, and Likee, a short-video creation and sharing platform, which collectively support real-time interaction through virtual gifting and in-app social features.

Originally founded in Guangzhou, China in 2005 by David Xueling Li under the name YY Inc, the company pioneered real-time group communication and live streaming services in its domestic market.

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McKesson (MCK.N) said on Tuesday it would buy privately held Precision Medicine Group in a deal valued at about $2.25 billion, as part of a years-long effort ​to strengthen its higher-growth businesses.

The U.S. drug distributor has been reshaping its portfolio by exiting ​non-core assets and streamlining its operations while investing in businesses such as ⁠oncology and specialty care to drive long-term growth.

"Precision Medicine Group brings complementary capabilities ​that will enhance our clinical research and commercialization services, strengthen clinical trial execution, and broaden ​our clinical service offerings," McKesson CEO Brian Tyler said in a statement.

Bethesda, Maryland-based Precision provides clinical research, laboratory testing and commercialization services that help biotechnology and pharmaceutical companies develop and launch new medicines.

Shares of ​McKesson were up 1.2% in early trading.

Leerink Partners analyst Michael Cherny said the acquisition ​fits with McKesson's current portfolio and is not a "bet-the-farm" transaction, given its value is equivalent to just ‌over ⁠2% of the company's market capitalization.

However, Cherny said investors would want more clarity on how McKesson can help scale Precision and create synergies from the deal.

McKesson said Precision will become part of its oncology and multispecialty unit after the deal closes but did not provide ​an expected timeline for ​the completion.

J.P.Morgan analyst Lisa ⁠Gill said the tuck-in deal will likely strengthen McKesson's biopharma offerings.

Revenue in the division jumped 33% to $14.2 billion in the first ​quarter of fiscal 2026, fueled by growth in services to healthcare ​providers and ⁠specialty distribution, including contributions from its acquisitions of controlling stakes in Core Ventures and PRISM Vision Holdings.

The company, which last year restructured its operations into four reporting segments, said in April it would ⁠sell ​a minority stake in its medical-surgical solutions business to ​investment firm Apollo Funds for $1.25 billion, as it pursues an initial public offering for the unit.

Beacon Pointe Advisors LLC purchased a new position in shares of McKesson Corporation (NYSE:MCK – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 20,343 shares of the company’s stock, valued at approximately $15,371,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of MCK. University of Texas Texas AM Investment Management Co. purchased a new position in shares of McKesson during the fourth quarter valued at approximately $25,000. Swiss RE Ltd. purchased a new stake in shares of McKesson during the 4th quarter valued at $26,000. Delos Wealth Advisors LLC purchased a new stake in shares of McKesson in the 2nd quarter valued at $27,000. State of Wyoming purchased a new stake in McKesson during the 2nd quarter valued at $29,000. Finally, Kingdom Financial Group LLC. bought a new stake in McKesson in the fourth quarter valued at $33,000. Institutional investors and hedge funds own 85.07% of the company’s stock.

Insider Buying and Selling at McKesson In related news, EVP Thomas L. Rodgers sold 699 shares of McKesson stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $735.27, for a total value of $513,953.73. Following the transaction, the executive vice president owned 2,268 shares of the company’s stock, valued at approximately $1,667,592.36. This trade represents a 23.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Brian S. Tyler sold 8,463 shares of McKesson stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $793.56, for a total transaction of $6,715,898.28. Following the sale, the chief executive officer directly owned 5,919 shares of the company’s stock, valued at $4,697,081.64. This trade represents a 58.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 23,111 shares of company stock valued at $18,011,274 over the last quarter. Company insiders own 0.06% of the company’s stock.

Analyst Upgrades and Downgrades A number of brokerages have recently issued reports on MCK. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $875.00 price target on shares of McKesson in a report on Friday, May 8th. UBS Group boosted their price objective on shares of McKesson from $1,050.00 to $1,080.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Barclays raised their price target on shares of McKesson from $925.00 to $1,000.00 and gave the company an “overweight” rating in a report on Wednesday, August 19th. Weiss Ratings cut McKesson from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, July 7th. Finally, Citigroup raised their price target on shares of McKesson from $945.00 to $1,000.00 and gave the company a “buy” rating in a research report on Friday, July 24th. Fourteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $973.44. Check Out Our Latest Analysis on McKesson

McKesson Stock Performance Shares of McKesson stock opened at $895.59 on Friday. The firm has a fifty day moving average of $833.31 and a two-hundred day moving average of $844.13. The company has a market cap of $104.42 billion, a P/E ratio of 23.97, a PEG ratio of 1.75 and a beta of 0.30. McKesson Corporation has a one year low of $679.65 and a one year high of $999.00.

McKesson (NYSE:MCK – Get Free Report) last announced its earnings results on Wednesday, August 5th. The company reported $9.93 EPS for the quarter, beating analysts’ consensus estimates of $9.56 by $0.37. The firm had revenue of $105.38 billion for the quarter, compared to analysts’ expectations of $103.88 billion. McKesson had a negative return on equity of 253.21% and a net margin of 1.12%.McKesson’s quarterly revenue was up 7.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $8.26 EPS. McKesson has set its FY 2027 guidance at 44.200-45.000 EPS. As a group, equities analysts predict that McKesson Corporation will post 44.65 earnings per share for the current year.

McKesson Increases Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 1st will be given a $0.94 dividend. This represents a $3.76 dividend on an annualized basis and a yield of 0.4%. This is a positive change from McKesson’s previous quarterly dividend of $0.82. The ex-dividend date is Tuesday, September 1st. McKesson’s payout ratio is currently 8.78%.

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

Positive Sentiment: Expansion into precision medicine: McKesson agreed to acquire privately held Precision Medicine Group for approximately $2.25 billion. Precision Medicine provides clinical research, laboratory testing and commercialization services for biotechnology and pharmaceutical companies, giving McKesson greater exposure to oncology, personalized medicine and specialty care. McKesson Doubles Down on Healthcare Growth With Precision Medicine Acquisition Positive Sentiment: Higher-growth service mix: The acquisition is expected to strengthen McKesson’s clinical research and commercialization capabilities and deepen relationships with biopharmaceutical companies and oncology practices. Investors may view the transaction as a way to reduce reliance on lower-margin pharmaceutical distribution and participate in growth tied to new drug development. What Does McKesson Gain From Its Push Into Oncology And Clinical Research? Neutral Sentiment: Portfolio repositioning amid workforce changes: Coverage noted layoffs at Rx Savings while McKesson plans the Precision Medicine acquisition. The combination highlights an ongoing reallocation of resources, although the near-term effect on earnings and integration costs remains uncertain. Amid Layoffs, McKesson Plans Acquisition Negative Sentiment: Cybersecurity incident disclosed: McKesson reported discovering a cybersecurity incident on August 25 after the ShinyHunters group claimed it had stolen patient data. The company’s investigation and any resulting regulatory, remediation, privacy or reputational costs could weigh on sentiment, although the ultimate scope and financial impact were not yet clear. McKesson Discloses Breach After ShinyHunters Claims Patient Data Theft McKesson Company Profile (Free Report)

McKesson Corporation (NYSE: MCK) is a global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions. Founded in 1833 and headquartered in Irving, Texas, McKesson operates across the drug distribution and healthcare services value chain, connecting manufacturers, pharmacies, hospitals and health systems to help manage the movement of medicines and clinical supplies.

The company’s core activities include pharmaceutical wholesale distribution and logistics, specialty pharmacy services, and the provision of medical-surgical supplies to acute and non-acute care providers.

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Ausdal Financial Partners Inc. bought a new position in shares of Capital One Financial Corporation (NYSE:COF – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 4,324 shares of the financial services provider’s stock, valued at approximately $867,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Evolution Wealth Management Inc. boosted its position in shares of Capital One Financial by 529.4% during the 4th quarter. Evolution Wealth Management Inc. now owns 107 shares of the financial services provider’s stock valued at $26,000 after purchasing an additional 90 shares in the last quarter. Solstein Capital LLC acquired a new position in shares of Capital One Financial in the 2nd quarter worth approximately $26,000. VSM Wealth Advisory LLC bought a new stake in shares of Capital One Financial in the 4th quarter worth approximately $27,000. Cherry Tree Wealth Management LLC raised its holdings in shares of Capital One Financial by 1,312.5% in the 4th quarter. Cherry Tree Wealth Management LLC now owns 113 shares of the financial services provider’s stock worth $27,000 after purchasing an additional 105 shares in the last quarter. Finally, Ballast Advisors LLC acquired a new stake in Capital One Financial during the first quarter valued at approximately $27,000. 89.84% of the stock is currently owned by institutional investors.

Insider Activity In other news, CAO Timothy P. Golden sold 3,487 shares of the stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $211.00, for a total value of $735,757.00. Following the completion of the sale, the chief accounting officer directly owned 7,429 shares of the company’s stock, valued at $1,567,519. This represents a 31.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Celia Karam sold 1,888 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $225.52, for a total transaction of $425,781.76. Following the sale, the insider owned 59,708 shares of the company’s stock, valued at approximately $13,465,348.16. This represents a 3.07% 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. In the last three months, insiders sold 26,267 shares of company stock worth $5,617,648. Corporate insiders own 0.78% of the company’s stock.

Capital One Financial Trading Up 0.6% NYSE COF opened at $217.55 on Thursday. The firm’s 50 day moving average price is $209.74 and its two-hundred day moving average price is $197.92. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.02 and a current ratio of 1.02. Capital One Financial Corporation has a twelve month low of $174.24 and a twelve month high of $259.64. The stock has a market cap of $133.46 billion, a price-to-earnings ratio of 13.46, a PEG ratio of 0.79 and a beta of 1.02. Capital One Financial (NYSE:COF – Get Free Report) last issued its earnings results on Tuesday, July 21st. The financial services provider reported $5.81 EPS for the quarter, topping the consensus estimate of $4.79 by $1.02. Capital One Financial had a return on equity of 11.28% and a net margin of 13.37%.The business had revenue of $15.83 billion during the quarter, compared to analysts’ expectations of $15.76 billion. During the same quarter last year, the firm posted $5.48 earnings per share. Capital One Financial’s revenue was up 26.9% compared to the same quarter last year. Equities analysts anticipate that Capital One Financial Corporation will post 20.29 EPS for the current year.

Capital One Financial Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Monday, August 17th will be given a dividend of $0.80 per share. The ex-dividend date is Monday, August 17th. This represents a $3.20 dividend on an annualized basis and a yield of 1.5%. Capital One Financial’s dividend payout ratio (DPR) is presently 19.80%.

Analysts Set New Price Targets Several research analysts have issued reports on COF shares. Bank of America decreased their price target on shares of Capital One Financial from $234.00 to $231.00 and set a “buy” rating on the stock in a research report on Thursday, July 9th. TD Cowen cut their price objective on Capital One Financial from $260.00 to $253.00 and set a “buy” rating for the company in a research report on Tuesday, July 7th. Wolfe Research raised their price objective on Capital One Financial from $255.00 to $275.00 and gave the stock an “outperform” rating in a research note on Tuesday. Deutsche Bank Aktiengesellschaft set a $245.00 target price on Capital One Financial in a report on Thursday, August 20th. Finally, Piper Sandler began coverage on Capital One Financial in a research report on Monday, June 29th. They set an “overweight” rating and a $254.00 target price on the stock. Twenty-one research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $258.91.

Check Out Our Latest Report on Capital One Financial

(Free Report)

Capital One Financial Corporation (NYSE: COF) is a diversified bank holding company headquartered in McLean, Virginia. The company’s core businesses include credit card lending, consumer and commercial banking, and auto finance. Capital One issues a wide range of credit card products for consumers and small businesses, and it operates deposit and digital banking services aimed at retail customers and small to midsize enterprises.

Products and services include credit and charge cards, checking and savings accounts (including the online-focused Capital One 360 platform), auto loans, and commercial lending solutions.

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A month has gone by since the last earnings report for Centene (CNC - Free Report) . Shares have added about 5.9% in that time frame, outperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is Centene due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.

Centene Q2 Earnings Beat Estimates on Increasing Premiums

Centene reported second-quarter 2026 adjusted earnings per share (EPS) of $2.51, which surpassed the Zacks Consensus Estimate of 89 cents. Moreover, the bottom line climbed from a loss of 16 cents per share a year ago.

Revenues totaled $53.6 billion, which rose 9.9% year over year. The top line beat the consensus mark by 12.7%.

The strong quarterly results benefited from strong premium and services revenues in Medicaid and Medicare businesses, fueled by increased premium yield, expanding membership in the Prescription Drug Plan (PDP) business and rate hikes in Marketplace and Medicaid businesses. However, the upside was partly offset by a decline in total membership and an increase in medical costs.

Quarterly Operational Update of CNCRevenues from Medicare advanced 17% year over year to $11.1 billion, and Medicaid revenues of $22.8 billion rose 5% in the quarter under review. Meanwhile, commercial revenues came in at $9.4 billion, down 7% year over year.

Centene's premium of $43.6 billion grew 4.4% year over year on the back of higher premiums yield, increased membership in the PDP business and strength in the Medicaid and Marketplace rate hikes. The metric beat the Zacks Consensus Estimate of $42.5 billion.

Service revenues rose 9.1% year over year to $793 million in the second quarter and surpassed the consensus mark of $723 million. Investment and other income of $435 million improved 17.3% year over year and topped the Zacks Consensus Estimate of $359 million.

Total membership was 25.9 million as of June 30, 2026, which decreased 7.6% year over year due to membership declines in the Medicaid, Marketplace and Medicare businesses. However, the metric marginally beat the consensus mark.

Centene’s health benefits ratio improved 340 basis points year over year to 89.6% in the quarter under review. Operating expenses totaled $52.4 billion, which increased 6.5% year over year due to higher medical costs, selling, general and administrative expenses, cost of services and premium tax expense. Medical costs escalated 0.6% year over year.

Adjusted net earnings were recorded at $1.2 billion against the year-ago loss of $79 million.

CNC’s Q2 Financial Update (As of June 30, 2026)Centene exited the second quarter with cash and cash equivalents of $24.2 billion, which rose 35% from the 2025-end level. Total assets of $83 billion grew 8.2% from the figure at 2025-end.

Long-term debt amounted to $16 billion, down 7.6% from the figure as of Dec. 31, 2025. The current portion of long-term debt totaled $75 million.

Total stockholders’ equity of $22.6 billion increased 13% from the 2025-end figure.

Centene generated $8 billion of net cash from operations in the first half of 2026, which increased from the prior-year comparable period’s $3.3 billion.

CNC’s Revised 2026 GuidanceManagement now expects premium and service revenues within the band of $173-$177 billion for 2026, up from the previous guidance range of $171-$175 billion. The midpoint of which indicates growth of 0.2% from the 2025 reported figure.

Revenues are now estimated between $193.5 billion and $197.5 billion, up from the previously projected band of $187.5 billion-$191.5 billion, the midpoint of which implies a 0.4% increase from the 2025 figure.

Adjusted EPS is now expected to be greater than $4.80, higher than the previously projected figure of $3.40, which indicates a surge of more than 130.8% from the 2025 figure. GAAP EPS is now forecasted to remain greater than $3.11.

Health benefits ratio is now estimated to be in the band of 90.5-91.3% for 2026, while the adjusted SG&A expense ratio is now anticipated to be 6.9-7.5%. The adjusted effective tax rate is now expected to be in the range of 25.5-26.5%.

Shares outstanding are now projected to be between 497 million and 500 million.

How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a downward trend in fresh estimates.

The consensus estimate has shifted 22.57% due to these changes.

VGM ScoresCurrently, Centene has a great Growth Score of A, though it is lagging a lot on the Momentum Score front with a D. However, the stock has a score of A on the value side, putting it in the top 20% for this investment strategy.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Centene has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.

Performance of an Industry PlayerCentene is part of the Zacks Medical - HMOs industry. Over the past month, Molina (MOH - Free Report) , a stock from the same industry, has gained 1.7%. The company reported its results for the quarter ended June 2026 more than a month ago.

Molina reported revenues of $10.87 billion in the last reported quarter, representing a year-over-year change of -4.8%. EPS of $1.51 for the same period compares with $5.48 a year ago.

For the current quarter, Molina is expected to post earnings of $0.73 per share, indicating a change of -60.3% from the year-ago quarter. The Zacks Consensus Estimate has changed -17.4% over the last 30 days.

Molina has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of C.

Bank of New York Mellon Corp purchased a new stake in Kinsale Capital Group, Inc. (NYSE:KNSL – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 138,246 shares of the financial services provider’s stock, valued at approximately $45,595,000. Bank of New York Mellon Corp owned 0.61% of Kinsale Capital Group at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in KNSL. Isthmus Partners LLC acquired a new stake in Kinsale Capital Group in the 4th quarter valued at $8,110,000. Life Cycle Investment Partners Ltd acquired a new stake in Kinsale Capital Group in the 4th quarter valued at about $229,653,000. Stephens Investment Management Group LLC raised its position in Kinsale Capital Group by 37.7% in the 4th quarter. Stephens Investment Management Group LLC now owns 208,075 shares of the financial services provider’s stock worth $81,382,000 after purchasing an additional 56,916 shares during the last quarter. Handelsbanken Fonder AB raised its position in shares of Kinsale Capital Group by 9.6% during the fourth quarter. Handelsbanken Fonder AB now owns 57,000 shares of the financial services provider’s stock worth $22,294,000 after acquiring an additional 5,000 shares during the last quarter. Finally, Cumberland Partners Ltd bought a new stake in Kinsale Capital Group during the 4th quarter worth about $2,347,000. Institutional investors and hedge funds own 85.36% of the company’s stock.

Analyst Upgrades and Downgrades A number of analysts recently weighed in on KNSL shares. Morgan Stanley increased their price target on shares of Kinsale Capital Group from $345.00 to $390.00 and gave the company an “equal weight” rating in a research report on Wednesday, August 19th. Wells Fargo & Company raised their price target on Kinsale Capital Group from $366.00 to $377.00 and gave the stock an “equal weight” rating in a research report on Monday, July 27th. JPMorgan Chase & Co. lifted their price objective on Kinsale Capital Group from $380.00 to $390.00 and gave the company a “neutral” rating in a report on Monday, July 20th. Weiss Ratings upgraded Kinsale Capital Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, August 19th. Finally, TD Cowen restated a “hold” rating on shares of Kinsale Capital Group in a report on Tuesday, June 16th. One research analyst has rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Kinsale Capital Group has a consensus rating of “Reduce” and an average target price of $368.78.

Get Our Latest Report on KNSL Kinsale Capital Group Stock Down 1.4% KNSL stock opened at $381.66 on Friday. The company has a debt-to-equity ratio of 0.11, a current ratio of 0.09 and a quick ratio of 0.09. The stock has a market capitalization of $8.69 billion, a P/E ratio of 15.46, a P/E/G ratio of 1.22 and a beta of 0.89. Kinsale Capital Group, Inc. has a fifty-two week low of $287.20 and a fifty-two week high of $485.00. The business has a 50-day moving average of $352.95 and a 200-day moving average of $344.72.

Kinsale Capital Group (NYSE:KNSL – Get Free Report) last announced its earnings results on Thursday, July 23rd. The financial services provider reported $5.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.11 by $0.43. Kinsale Capital Group had a return on equity of 25.54% and a net margin of 28.49%.The business had revenue of $548.52 million for the quarter, compared to analyst estimates of $445.13 million. During the same quarter last year, the firm earned $4.78 EPS. Kinsale Capital Group’s revenue for the quarter was up 16.8% compared to the same quarter last year. On average, sell-side analysts anticipate that Kinsale Capital Group, Inc. will post 21.1 earnings per share for the current fiscal year.

Kinsale Capital Group Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Investors of record on Friday, August 28th will be given a $0.25 dividend. The ex-dividend date of this dividend is Friday, August 28th. This represents a $1.00 dividend on an annualized basis and a yield of 0.3%. Kinsale Capital Group’s dividend payout ratio (DPR) is 4.05%.

Insider Activity In related news, CAO Christopher R. Tangard bought 330 shares of the stock in a transaction that occurred on Monday, June 8th. The shares were acquired at an average price of $304.00 per share, with a total value of $100,320.00. Following the completion of the transaction, the chief accounting officer owned 380 shares in the company, valued at $115,520. The trade was a 660.00% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 5.60% of the company’s stock.

(Free Report)

Kinsale Capital Group, Inc (NYSE:KNSL) is a specialty property and casualty insurance company headquartered in Richmond, Virginia. Established in 2009, the company focuses on underwriting complex and underserved risks across the United States. Kinsale operates through a network of wholesale brokers and independent agencies, offering tailored coverage solutions for a range of niche industries.

The company’s product portfolio includes general liability, business auto, professional liability, environmental liability, inland marine, cyber liability, and other specialty lines.

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Algert Global LLC boosted its stake in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 231.5% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 83,789 shares of the company’s stock after buying an additional 58,512 shares during the period. Algert Global LLC’s holdings in Otis Worldwide were worth $5,999,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Jones Financial Companies Lllp lifted its position in Otis Worldwide by 3.4% during the 1st quarter. Jones Financial Companies Lllp now owns 9,199 shares of the company’s stock worth $949,000 after buying an additional 304 shares in the last quarter. Empowered Funds LLC raised its stake in shares of Otis Worldwide by 10.5% during the 1st quarter. Empowered Funds LLC now owns 8,988 shares of the company’s stock worth $928,000 after purchasing an additional 857 shares in the last quarter. Acadian Asset Management LLC boosted its holdings in shares of Otis Worldwide by 63.7% in the 1st quarter. Acadian Asset Management LLC now owns 4,045 shares of the company’s stock valued at $417,000 after buying an additional 1,574 shares during the last quarter. Baird Financial Group Inc. increased its holdings in Otis Worldwide by 7.1% during the second quarter. Baird Financial Group Inc. now owns 32,245 shares of the company’s stock worth $3,193,000 after buying an additional 2,132 shares during the last quarter. Finally, NewEdge Advisors LLC raised its position in Otis Worldwide by 13.3% during the second quarter. NewEdge Advisors LLC now owns 10,222 shares of the company’s stock worth $1,012,000 after acquiring an additional 1,196 shares in the last quarter. Institutional investors and hedge funds own 88.03% of the company’s stock.

Analysts Set New Price Targets OTIS has been the topic of a number of research analyst reports. Sanford C. Bernstein dropped their price target on Otis Worldwide from $97.00 to $90.00 and set an “outperform” rating on the stock in a research note on Thursday, July 23rd. Morgan Stanley set a $75.00 price target on shares of Otis Worldwide in a report on Monday, August 10th. Weiss Ratings restated a “hold (c-)” rating on shares of Otis Worldwide in a research note on Wednesday, August 12th. Royal Bank Of Canada set a $90.00 target price on shares of Otis Worldwide in a research report on Tuesday, July 28th. Finally, Evercore reaffirmed an “outperform” rating and issued a $95.00 price target on shares of Otis Worldwide in a research note on Thursday, July 23rd. Four investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Otis Worldwide presently has a consensus rating of “Hold” and an average target price of $92.91.

Check Out Our Latest Stock Report on OTIS Otis Worldwide Stock Up 1.3% Shares of NYSE:OTIS opened at $72.42 on Thursday. The stock’s 50 day moving average is $72.60 and its 200-day moving average is $77.19. Otis Worldwide Corporation has a twelve month low of $69.16 and a twelve month high of $94.57. The firm has a market capitalization of $27.57 billion, a price-to-earnings ratio of 18.62, a PEG ratio of 2.52 and a beta of 0.89.

Otis Worldwide (NYSE:OTIS – Get Free Report) last announced its quarterly earnings results on Wednesday, July 22nd. The company reported $1.01 earnings per share for the quarter, meeting the consensus estimate of $1.01. The business had revenue of $3.86 billion for the quarter, compared to analysts’ expectations of $3.76 billion. Otis Worldwide had a net margin of 10.17% and a negative return on equity of 28.50%. The firm’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same quarter last year, the firm earned $1.05 EPS. Otis Worldwide has set its FY 2026 guidance at 4.010-4.050 EPS. Equities research analysts anticipate that Otis Worldwide Corporation will post 4.03 earnings per share for the current fiscal year.

Otis Worldwide Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Friday, September 11th. Investors of record on Friday, August 14th will be issued a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date is Friday, August 14th. Otis Worldwide’s dividend payout ratio is currently 45.24%.

About Otis Worldwide (Free Report)

Otis Worldwide Corporation is a manufacturer, installer and servicer of vertical transportation systems, including elevators, escalators and moving walkways. The company designs and supplies new equipment for commercial, residential and industrial buildings, and provides ongoing maintenance and repair services aimed at maximizing equipment availability and safety. Otis also offers modernization solutions to upgrade aging systems and improve performance, accessibility and energy efficiency.

In addition to new equipment sales, a significant portion of Otis’s business derives from long-term service contracts and responsive maintenance work.

Read More Five stocks we like better than Otis Worldwide Williams-Sonoma’s Quarter Gave Bulls More Than Just a Beat-and-Raise Alcoa’s Gallium Project Opens a New Door Beyond Aluminum Oura’s $16 Billion IPO Could Put a New Price on Wearable Tech Can Tesla’s Flying Roadster Distract From Its Real Risks? Want to see what other hedge funds are holding OTIS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Otis Worldwide Corporation (NYSE:OTIS – Free Report).

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Lumentum Just Delivered the AI Growth Investors WantedLumentum NASDAQ: LITE CEO Michael Hurlston said the growing bandwidth requirements of artificial intelligence data centers are accelerating a shift from copper connections to optical technologies, creating new demand across racks, clusters and data centers.

Speaking at Deutsche Bank’s 20th Annual Tech Conference, Hurlston said copper’s effective reach declines as connection speeds rise. At 800G, he said, copper can reliably carry signals for roughly 10 meters, while at 1.6T its reliable range falls to approximately two to three meters. Many links within data-center racks and clusters exceed those distances, he said.

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AI Cold War Catches Light: Federal Friction in the Server Rack“As these speeds go up, you go from 800G to 1.6T, eventually we are going to go to 3.2T, the presence of copper and the technical aspects of copper become more and more difficult to make work,” Hurlston said.

Optical Switching Opportunity Expands Hurlston highlighted optical circuit switches, or OCS, as a major growth opportunity. He said customer engagement for OCS is broad and extends beyond Google, despite investor perceptions that Google is the principal user of the technology.

3 Photonics Companies Making Quantum Tech PossibleOCS can be deployed inside a rack to route traffic around overloaded or failed graphics processing units and tensor processing units, Hurlston said. He noted that hardware failures can be especially problematic when large compute models involve tens of millions of dollars in compute time.

The company’s largest customer has substantially increased orders since Lumentum’s most recent earnings call, according to Hurlston. He said stronger OCS demand and the product’s margin profile supported Lumentum’s updated fiscal 2028 earnings-power target of $40.

Lumentum had previously cited an $8 billion total addressable market for OCS, but Hurlston said that estimate now appears “significantly under called.” He attributed expanding interest to OCS’s power and loss advantages relative to electrical switches.

“We think this will be one of the largest growth drivers in the company,” Hurlston said.

Scale-Up, Scale-Across and Optical Engines Hurlston said co-packaged optics, or CPO, and near-packaged optics, or NPO, represent the company’s largest near-term opportunities. He argued the technologies should not be viewed as mutually exclusive or as a threat to the broader optics industry.

In CPO designs, the optical engine is placed on the same substrate as core computing hardware, such as a switch or GPU. NPO places the optical engine separately from the principal compute or switch substrate. Hurlston said NPO is currently expected to represent a larger opportunity than CPO in the near term because some customers are adopting optical lanes at a higher rate.

Lumentum sees opportunities to supply high-powered lasers and external light sources, or ELS, to these architectures. In some configurations, lasers are separated from the optical engine and placed on the faceplate of a tray, he said. For certain NPO customers, Lumentum expects to supply the complete ELS.

Hurlston also said the company’s scale-across business—connecting separate data centers through fiber—is underappreciated. Training models can exceed the capacity of a single data center, requiring multiple facilities to operate together, he said. In addition, community resistance to large data-center projects may encourage operators to build smaller facilities dispersed over several kilometers, increasing the need for fiber connectivity among them.

Laser Demand and Manufacturing Capacity On laser products, Hurlston said average selling prices for electro-absorption modulated lasers, or EMLs, roughly double in the transition from 100G to 200G. He said Lumentum and Broadcom are currently the two large suppliers of 200G EMLs, with limited competitive pressure visible in the near term.

While the number of EMLs is expected to rise as the market transitions from 800G to 1.6T, Hurlston said EML-based transceivers could decline as a percentage of the market as silicon photonics gains adoption. He estimated EML-based transceivers account for roughly 70% to 80% of the 800G market and could represent about 40% to 50% at 1.6T. At 3.2T, he said, silicon photonics may face technical limitations that could increase both EML unit volumes and market share.

Hurlston said laser quality and consistency can improve transceiver yields for customers, supporting a price premium. He added that Chinese suppliers may eventually compete in lower-power continuous-wave laser markets, particularly 70-milliwatt and 100-milliwatt products, but said Lumentum currently sees a supply gap it is being asked to fill.

The company is preparing manufacturing capacity to address demand. Hurlston said Lumentum’s Greensboro facility is expected to begin generating revenue in early calendar 2028 after a roughly two-year production ramp. NVIDIA has entered a multibillion-dollar long-term agreement with Lumentum and helped support the fab purchase and equipment investment, he said.

However, Hurlston said NPO demand has arrived earlier and at a larger scale than the company previously expected. Rather than becoming a late-2028 or early-2029 event, he said the opportunity now appears to be emerging in late 2027 and early 2028.

He identified time as the primary constraint on expanding supply, citing lengthy cycles for installing equipment, qualifying products internally and securing customer qualification. Lumentum is also managing constraints involving reactors, e-beam lithography tools and indium phosphide substrates.

Cloud Light Progress and Industry Risks Hurlston said Lumentum’s Cloud Light module business has improved after earlier quality and time-to-market challenges. Following the acquisition of Cloud Light, quarterly revenue fell below $50 million because of quality issues, he said. The business has since improved quality and engineering execution, and is now running at more than $200 million in quarterly revenue.

The company has begun shipping 1.6T modules and is ahead of competitors on certain stock-keeping units, according to Hurlston. He said the next priority is improving gross margins in the module business.

On geopolitical risks, Hurlston said Lumentum could be a net beneficiary if the U.S. restricts Chinese transceiver suppliers, but cautioned that Chinese companies account for 70% of transceivers in the U.S. market. A sudden loss of that supply could disrupt hyperscalers and would require a measured policy approach, he said.

Looking ahead, Hurlston said investors should watch for optical connectivity moving beyond backplanes and into trays, where it could connect GPUs and memory. “Does this thing really take hold?” he said. “Are you going to see optics actually go in tray and serve this high bandwidth connectivity between memory and between GPUs?”

About Lumentum (NASDAQ:LITE)Lumentum Holdings Inc, headquartered in San Jose, California, is a leading provider of photonic technologies that enable high-speed optical communication networks and advanced industrial applications. The company designs and manufactures a broad range of lasers, optical modules and subsystems tailored to the evolving requirements of telecommunications carriers, cloud data centers and enterprise networking.

Its core product portfolio includes tunable and fixed-wavelength laser transmitters, coherent optical engines, transceivers for long-haul, metro and data center interconnects, as well as test and measurement instruments.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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BlackRock Inc. purchased a new stake in Thomson Reuters Corp (NASDAQ:TRI – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,120,950 shares of the company’s stock, valued at approximately $91,548,000. BlackRock Inc. owned approximately 0.26% of Thomson Reuters as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Vanguard Group Inc. lifted its holdings in shares of Thomson Reuters by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 5,776,640 shares of the company’s stock worth $762,320,000 after acquiring an additional 85,684 shares during the last quarter. Bank of New York Mellon Corp increased its stake in Thomson Reuters by 10.5% in the fourth quarter. Bank of New York Mellon Corp now owns 493,071 shares of the company’s stock valued at $65,031,000 after acquiring an additional 46,680 shares during the last quarter. Alberta Investment Management Corp bought a new position in Thomson Reuters in the second quarter valued at $38,770,000. Benjamin Edwards Inc. raised its position in Thomson Reuters by 43.3% during the fourth quarter. Benjamin Edwards Inc. now owns 291,641 shares of the company’s stock valued at $38,541,000 after purchasing an additional 88,085 shares in the last quarter. Finally, Vest Financial LLC lifted its stake in Thomson Reuters by 95.2% during the second quarter. Vest Financial LLC now owns 93,557 shares of the company’s stock worth $7,641,000 after purchasing an additional 45,618 shares during the last quarter. 17.31% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth TRI has been the subject of a number of research reports. Weiss Ratings upgraded Thomson Reuters from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, August 24th. Barclays restated an “overweight” rating and issued a $130.00 target price (down from $170.00) on shares of Thomson Reuters in a research report on Friday, May 8th. Scotiabank reaffirmed a “sector outperform” rating and issued a $135.00 target price on shares of Thomson Reuters in a research note on Thursday, August 6th. Canaccord Genuity Group reduced their price target on shares of Thomson Reuters from $134.00 to $132.50 and set a “buy” rating on the stock in a research report on Thursday, August 6th. Finally, Royal Bank Of Canada boosted their price objective on shares of Thomson Reuters from $121.00 to $124.00 and gave the stock an “outperform” rating in a report on Thursday, August 6th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, Thomson Reuters has an average rating of “Moderate Buy” and an average target price of $131.57.

Check Out Our Latest Report on Thomson Reuters Thomson Reuters Price Performance TRI opened at $106.22 on Friday. The company has a debt-to-equity ratio of 0.12, a current ratio of 0.51 and a quick ratio of 0.51. The stock’s 50 day simple moving average is $95.65 and its 200 day simple moving average is $92.46. The firm has a market cap of $46.27 billion, a price-to-earnings ratio of 28.28, a PEG ratio of 1.56 and a beta of 0.75. Thomson Reuters Corp has a 1 year low of $76.28 and a 1 year high of $180.00.

Thomson Reuters (NASDAQ:TRI – Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The company reported $0.99 earnings per share for the quarter, beating analysts’ consensus estimates of $0.96 by $0.03. Thomson Reuters had a return on equity of 15.82% and a net margin of 21.22%.The firm had revenue of $1.93 billion during the quarter, compared to analyst estimates of $1.89 billion. During the same quarter in the prior year, the firm posted $0.87 earnings per share. The business’s quarterly revenue was up 9.5% compared to the same quarter last year. As a group, analysts predict that Thomson Reuters Corp will post 4.45 earnings per share for the current year.

Thomson Reuters Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Wednesday, August 19th will be paid a dividend of $0.655 per share. This represents a $2.62 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend is Wednesday, August 19th. Thomson Reuters’s dividend payout ratio is 69.68%.

Thomson Reuters Profile (Free Report)

Thomson Reuters is a global provider of information and technology solutions for professional markets, including financial services, legal, tax and accounting, and media industries. The company delivers a range of data, analytics and software tools designed to help customers make informed decisions, manage risk and stay compliant with evolving regulations. Its key offerings include the Eikon financial data platform, Westlaw legal research service, Checkpoint tax and accounting solution, and Reuters News, which supplies real‐time journalism to media organizations worldwide.

Formed in 2008 through the merger of Canada’s Thomson Corporation (founded in 1934) and the UK’s Reuters Group (established in 1851), Thomson Reuters has built on a legacy of journalistic integrity and information innovation.

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Don’t Miss These 3 Hidden Aerospace Gems Before They Take OffEHang NASDAQ: EH reported second-quarter revenue of RMB 77.9 million, down from RMB 113.3 million a year earlier but up 203% from RMB 25.7 million in the first quarter, as higher EH216-series sales volume and an additional VT-35 aircraft contribution supported sequential growth.

Management said the company is shifting its emphasis from aircraft certification toward operational readiness, scenario validation, product development and overseas deployment. Founder, Chairman and CEO Hu Huazhi said certification is only the starting point for commercialization, and that scalable urban air mobility will depend on end-to-end operating capabilities, standardized solutions and regulatory support.

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Top 3 Aerospace and Defense Stocks Flying Under the RadarThe company delivered 35 EH216-S aircraft and one VT-35 during the quarter. It also completed 22 aerial-media shows and delivered 520 GD4 drones, according to management.

Domestic commercialization timing remains uncertain EHang said a late-June accident involving a piloted light sport aircraft in China prompted regulators to take a more cautious approach to low-altitude aviation oversight. Hu said the incident was unrelated to EHang’s pilotless aircraft and did not reflect an issue with the company’s technology or safety record, but it has delayed the approval process for passenger-carrying commercial operations in Hefei.

Joby Aviation Stock: Your Next High-Growth Opportunity“The commercial operation approval process for the Hefei project has been delayed, and the timing of regulatory clearance remains uncertain,” Hu said during the question-and-answer session.

He added that the more stringent regulatory environment is not a rejection of EHang’s pilotless eVTOL approach. The company maintains that its pre-programmed, fixed-route and fleet-coordinated model has inherent safety advantages, and Hu said stricter safety regulation should benefit EHang over the long term.

EHang said its EH216-S aircraft and operating system have received the key certificates under China’s civil aviation framework, including type, production, airworthiness and air operator certificates. Its Guangzhou and Hefei operating systems have been in internal trial operations for about 1.5 years, management said, with a passenger satisfaction score of 4.94 out of 5. The EH216 series has accumulated nearly 100,000 safe flights, according to the company.

Management said it is continuing to prepare for eventual public ticket sales by developing route operations, personnel training, maintenance, insurance, airspace coordination, emergency response and other operating functions. EHang has also begun point-to-point trial operations in Guangzhou.

Thailand and overseas programs advance Outside China, EHang said its footprint expanded to 23 countries after adding Mexico and Switzerland during the quarter. In Thailand, the company expects to obtain an experimental flight permit in the third quarter and is targeting a formal commercial operations certificate by the end of 2026, subject to the Civil Aviation Authority of Thailand’s review process.

COO Wang Zhao said EHang is working with Thai authorities to plan more than 10 passenger-carrying commercial routes covering Bangkok, Phuket, Koh Samui and Pattaya. He said formal EH216 deliveries for those operations are expected to begin next year, with each location anticipated to require at least five aircraft.

The company has also shipped more than 1,000 GD4 formation drones to Thailand and plans regular drone-light-show operations in Bangkok and Pattaya, according to management.

EHang said it has begun flight validation in Hong Kong through the Low-altitude Economy Regulatory Sandbox X trial project, with Sunny Port selected as its first sandbox site. It also introduced its Global Fast Track Program, a four-stage framework covering regulatory alignment, sandbox construction, validation flights and commercial launch. Sri Lanka is the first country to formally adopt the program, EHang said.

Diversification efforts include aerial media, logistics and firefighting While passenger mobility remains its strategic focus, EHang is pursuing non-passenger applications including logistics, firefighting and aerial media. Management said non-passenger business represented about 8% of second-quarter revenue, primarily from GD4 formation-drone performances, while air mobility represented about 92%.

The company expects non-passenger revenue and its proportion of total revenue to increase in the second half, driven by formation-drone deliveries and a small number of firefighting product deliveries. Hu also said the company sees opportunities in short-range emergency logistics, longer-range logistics and firefighting applications.

CTO Feng Choi said EHang is developing a cargo version based on the EH216-S platform, an approach intended to shorten development and certification timelines. The company is also testing an air-burst delivery system for early-stage forest-fire response and is advancing VT-30 firefighting-drone prototypes and logistics aircraft with customers.

In aerial media, management said the business is moving from one-time events toward recurring on-site shows, which it believes can improve equipment utilization, customer retention and revenue predictability. EHang said aerial-media revenue increased more than 270% year over year in the second quarter and is expanding into Europe, Japan and Thailand.

Margins stable as company withdraws annual guidance EHang reported a gross margin of 61.2%, compared with 61.5% a year earlier and 62.5% in the first quarter. CFO Conor Yang said the relatively stable margin reflected product competitiveness, manufacturing efficiency and supply-chain management despite quarterly changes in revenue and product mix.

Adjusted operating expenses, excluding share-based compensation, rose 16.9% year over year and 11.5% sequentially to RMB 112.7 million. Yang attributed the increase to strategic investments and costs associated with organizational optimization. Adjusted operating loss narrowed to RMB 62 million from RMB 77.1 million in the first quarter, while adjusted net loss narrowed to RMB 58.5 million from RMB 75.6 million.

As of June 30, EHang had RMB 929.4 million in combined cash, cash equivalents, short-term investments and treasury investments.

Given uncertainty surrounding domestic passenger-carrying commercial approvals, EHang withdrew its previous 2026 revenue guidance of RMB 600 million and did not issue replacement guidance. Management said it will continue to provide updates on domestic approvals, international progress, non-passenger product deliveries, operating efficiency and cash position as conditions become clearer.

About EHang (NASDAQ:EH)EHang Holdings Limited is a China-based technology company specializing in the development and manufacturing of autonomous aerial vehicles (AAVs) for passenger transportation, logistics, and other commercial applications. Established in 2014 and listed on NASDAQ under the ticker EH in 2019, EHang focuses on delivering turnkey solutions that integrate hardware, flight control systems and a cloud-based operating platform. Its flagship products include the EH216 series passenger AAV and the Falcon series unmanned aerial vehicles, designed to support urban air mobility, aerial filming, emergency response and short-range cargo delivery.

The company's business model encompasses research and development, manufacturing, certification support, and operations services.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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, /PRNewswire/ --Pomerantz LLP is investigating claims on behalf of investors of EHang Holdings Limited ("EHang" or the "Company") (NASDAQ: EH).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether EHang and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On August 25, 2026, EHang issued a press release "announc[ing] its unaudited financial results for the second quarter of 2026.  Among other items, EHang disclosed revenue of only $11.48 million, representing a 31.3% year-over-year decline and missing the $16.62 million consensus estimate.  EHang's management advised investors that "a major accident involving a piloted light-sport aircraft in China prompted greater caution around low-altitude aviation safety regulation and affected the pace of passenger commercial operation approvals in certain regions." 

On this news, EHang's American Depositary Share ("ADS") price fell $0.37, or 7.12%, to close at $4.83 per ADS on August 25, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

Every Voted Share Brings Transaction Closer to Completion

Urges Stockholders to Vote "FOR" SoundHound AI Transaction by September 1

, /PRNewswire/ -- LivePerson (NASDAQ: LPSN) ("LivePerson" or "the Company") today urged stockholders who have not yet voted to submit their proxy immediately ahead of the September 1, 2026, 11:59 p.m. ET voting deadline. The Company issued the following statement:

Stockholders:

LivePerson is close to securing the stockholder approval needed to close the transaction, but every unvoted share has the same effect as voting against the transaction. The Special Meeting of Stockholders reconvenes in eight days, on Wednesday, September 2, 2026, and the window to have your voice counted is closing. As of August 20, 2026, over 97% of LivePerson shares casting votes have been in favor of the transaction.

We are close, but not there yet. Join ISS, Glass Lewis, and your fellow stockholders in voting "FOR" the transaction today. If LivePerson does not reach the votes needed, the merger will not be completed, LivePerson will remain a standalone company, and the Company will continue to face significant risks and debt. This could eventually lead to stockholders receiving no value for their LivePerson shares.

Voting takes less than two minutes. Cast your vote today online, by phone or by mail:

Online: www.proxyvote.com, or scan the QR code on your proxy card. Phone: Call 1-800-690-6903 with your proxy card, or 1-800-322-2885 to speak with a proxy specialist. Mail: Mark, sign, and date your proxy card and return it in the postage-paid envelope. Please note that mail may not arrive in time; online or phone voting is strongly recommended given the short window remaining. VOTE TODAY

Stockholders of record as of the close of business on July 6, 2026, are entitled to vote at the Special Meeting. If you have already submitted your proxy, your vote remains valid and there is nothing further you need to do.

Vote today by proxy card, online or by phone. For more information and additional materials visit VoteLivePerson.com, or contact LivePerson's proxy solicitor, MacKenzie Partners, Inc., toll-free at (800) 322-2885 or by e-mail at [email protected].

MacKenzie Partners, Inc.
7 Penn Plaza
New York, NY 10001
Call Toll-Free: (800) 322-2885
Email: [email protected] 

Tel Aviv Stock Exchange Voting Information

LivePerson stockholders who hold shares listed on the Tel Aviv Stock Exchange (TASE) and intend to vote their shares must deliver to LivePerson's Israeli counsel, Arnon, Tadmor-Levy, c/o Moshe Pasker, Azrieli Center (Square Tower), Tel Aviv, Israel, 6702101 (email: [email protected]), an ownership certificate confirming their ownership on July 6, 2026. The form of proxy card for stockholders who hold shares listed on the TASE can be found here: https://mayafiles.tase.co.il/rpdf/1759001-1760000/P1759388-00.pdf.

Stockholders may alternatively vote via the Israeli Securities Authority's Electronic Voting System (https://votes.isa.gov.il) up to six (6) hours before the time set for the Meeting. Stockholders should contact the TASE member (bank, broker, custodian) through which they hold their TASE shares to receive the necessary personal identifying number and access code to vote through the Electronic Voting System.

About LivePerson
LivePerson (NASDAQ: LPSN) is an enterprise leader in predictable conversational AI. The world's leading brands use our award-winning Conversational Cloud and Syntrix platforms to connect with millions of customers. We power nearly a billion messages every month, providing uniquely rich data analytics, agent training, and AI evaluation tools to unlock the power of conversational AI for better business outcomes. Learn more at liveperson.com.

Media Contact:
Riah Lawry
[email protected] 

Or

Jim Golden / Dylan O'Keefe
Collected Strategies
[email protected] 

Investor Relations Contact:
[email protected] 

Forward-Looking Statements
This document contains "forward-looking statements" within the meaning of the U.S. federal securities laws about the expectations, beliefs, plans, intentions, prospects, financial results and strategies relating to SoundHound AI's proposed acquisition of LivePerson. Such forward-looking statements include, among others, statements regarding the timing of filing the definitive proxy/prospectus and timing of LivePerson's special meeting, obtaining regulatory approvals, the timing of closing of the proposed acquisition, and the parties' expectations, intentions, strategies, assumptions or beliefs about future events, results of operations or performance or that do not solely relate to historical or current facts. Forward-looking statements are predictions, projections and other statements about future events or conditions that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Many factors could cause actual future events to differ materially from the forward-looking statements in this communication, including: (1) the occurrence of any event, change, or other circumstance that could give rise to the right of one or both of the parties to terminate the definitive merger agreement between LivePerson and SoundHound; (2) the possibility that the transaction does not close when expected or at all due to the failure to satisfy all of the conditions to closing on a timely basis or at all, including the failure to obtain the required shareholder approvals or to consummate the notes restructuring transactions contemplated by the Notes Restructuring Agreement; (3) the risk that the benefits from the transaction may not be fully realized or may take longer to realize than expected, including as a result of changes in, or problems arising from, general economic and market conditions, interest and exchange rates, monetary policy, trade policy (including tariff levels), laws and regulations and their enforcement, and the degree of competition in the geographic and business areas in which LivePerson and SoundHound operate; (4) any failure to promptly and effectively integrate the businesses of LivePerson and SoundHound; (5) the possibility that the transaction may be more expensive to complete than anticipated, including as a result of unexpected factors or events; (6) reputational risk and potential adverse reactions of LivePerson's or SoundHound's customers, employees or other business partners, including those resulting from the announcement, pendency or completion of the transaction; (7) the diversion of management's attention and time to the transaction from ongoing business operations and opportunities; and (8) the outcome of any legal proceedings that may be instituted against LivePerson or SoundHound or in connection with the transaction. Further information on factors that could affect the forward-looking statements and expectations above are contained in the filings that LivePerson and/or SoundHound AI have filed, or that will be filed, with the U.S. Securities and Exchange Commission (the "SEC"), including as set forth in the Form S-4 and the proxy statement/prospectus contained therein, as well as the documents incorporated by reference therein.

All forward-looking statements are expressly qualified in their entirety by the cautionary statements set forth above. Forward-looking statements speak only as of the date they are made, and LivePerson does not undertake or assume any obligation to update publicly any of these statements to reflect actual results, new information or future events, changes in assumptions, or changes in other factors affecting forward-looking statements, except to the extent required by applicable law.

No Offer or Solicitation
This communication is not intended to be, and shall not constitute, an offer to sell, buy or exchange or the solicitation of an offer to sell, buy or exchange any securities, or a solicitation of any vote or approval, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. No offering of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act.

Additional Information and Where to Find It
In connection with the proposed transaction, SoundHound AI has filed with the U.S. Securities and Exchange Commission (the "SEC") a registration statement on Form S-4 (the "Form S-4") that includes a definitive proxy statement of LivePerson and that constitutes a prospectus of SoundHound AI with respect to the shares of the SoundHound AI common stock to be issued in the proposed transaction, dated July 9, 2026 (the "proxy statement/prospectus"). The proxy statement/prospectus was filed with the SEC on July 9, 2026 by LivePerson, and the mailing of the proxy statement/prospectus began to LivePerson's stockholders on or about the same date. Each of SoundHound AI and LivePerson may also file other relevant documents with the SEC regarding the proposed transaction.

This communication is not a substitute for the Form S-4, the proxy statement/prospectus or any other document that SoundHound AI or LivePerson has filed, or may file, with the SEC in connection with the proposed transaction. INVESTORS AND SECURITY HOLDERS OF SOUNDHOUND AI AND LIVEPERSON ARE URGED TO READ THE FORM S-4, THE PROXY STATEMENT/PROSPECTUS AND ANY OTHER RELEVANT DOCUMENTS FILED WITH THE SEC, AS WELL AS ANY AMENDMENTS OR SUPPLEMENTS TO THOSE DOCUMENTS, CAREFULLY IN THEIR ENTIRETY IF AND WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED TRANSACTION. Investors and security holders will be able to obtain copies of these documents (if and when available), as well as other filings containing information about SoundHound AI and LivePerson, free of charge on the SEC's website at www.sec.gov. Copies of the documents filed with, or furnished to, the SEC by the Company will be available free of charge on SoundHound AI's website at https://investors.soundhound.com/financial-information/sec-filings. Copies of the documents filed with, or furnished to, the SEC by LivePerson will be available free of charge on LivePerson's website at https://ir.liveperson.com/financial-information/sec-filings. The information included on, or accessible through, SoundHound AI's or LivePerson's website is not incorporated by reference into this communication.

Participants in the Solicitation
SoundHound, LivePerson and their respective directors and executive officers may be deemed to be participants in the solicitation of proxies with respect to the proposed transaction under the rules of the SEC. Information about the directors and executive officers of SoundHound, including a description of their direct or indirect interests, by security holdings or otherwise, is set forth in SoundHound's definitive proxy statement for its 2026 annual meeting of stockholders under the heading "Proposal 1 – Election of Directors", which was filed with the SEC on April 9, 2026 and is available at https://www.sec.gov/ix?doc=/Archives/edgar/data/0001840856/000121390026041978/ea0285618-01.htm. Information about the directors and executive officers of LivePerson and their ownership of LivePerson equity interests can be found in the section entitled "Interests of LivePerson Directors and Executive Officers in the Mergers" and "Owners and Management of LivePerson" included in the proxy/prospectus, which was filed with the SEC on July 9, 2026 and is available at https://www.sec.gov/Archives/edgar/data/1102993/000121390026076759/ea0297465-01.htm. Further information about the directors and executive officers of LivePerson may be found in its amendment to its Annual Report on Form 10-K for the year ended December 31, 2025 under the headings "Directors, Executive Officers and Corporate Governance," "Executive Compensation," "Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters" and is available at: https://www.sec.gov/ix?doc=/Archives/edgar/data/0001102993/000110299326000020/lpsn-20251231.htm; in the Form 3 and Form 4 statements of beneficial ownership and statements of changes in beneficial ownership filed with the SEC by LivePerson's directors and executive officers; and is in other documents filed by LivePerson with the SEC. Additional information regarding the interests of the participants in the solicitation of proxies will be included in other relevant materials to be filed with the SEC if and when they become available. You should read the Form S-4 and the proxy statement/prospectus carefully before making any voting or investment decisions. You may obtain free copies of these documents using the sources indicated above.

SOURCE LivePerson, Inc.

, /CNW/ -- Scotiabank today announced a dividend on the outstanding common shares of the Bank, payable on October 28, 2026, to shareholders of record at the close of business on October 6, 2026:

Common Shares

Dividend No. 629 of $1.14 per share Holders may elect to receive their dividends in common shares of the Bank in lieu of cash dividends, in accordance with the Bank's Shareholder Dividend and Share Purchase Plan (the "Plan"). Under the Plan, the Bank determines whether the additional common shares will be purchased on the open market or issued by the Bank from treasury.

As previously announced, until such time as the Bank elects otherwise, the Bank has discontinued the issuance of common shares from treasury under the Plan. Purchases of common shares under the Plan will be made by Computershare Trust Company of Canada, as agent under the Plan, in the secondary market in accordance with the provisions of the Plan. All brokerage commissions or service charges in connection with such purchases will be paid by the Bank.

About Scotiabank

Scotiabank's vision is to be our clients' most trusted financial partner and deliver sustainable, profitable growth. Guided by our purpose: "for every future," we help our clients, their families and their communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. With assets of approximately $1.5 trillion (as at July 31, 2026), Scotiabank is one of the largest banks in North America by assets, and trades on the Toronto Stock Exchange (TSX: BNS) and New York Stock Exchange (NYSE: BNS). For more information, please visit http://www.scotiabank.com and follow us on X @Scotiabank.

SOURCE Scotiabank

For further information: Meny Grauman, Investor Relations, Scotiabank, [email protected]

powered by

BNS (Scotiabank)

Buy BNS. Earnings show accelerating momentum: net income C$2.9B (+15% YoY), EPS C$2.22, and ROE above the 14% target. Wealth management is the engine (C$518M, +23%), while banking/markets are also strong. The stock is still outperforming KBE, and technicals confirm trend strength (above $127.58 breakout, above 100-day EMA, RSI > 50). Upside case: continuation toward C$150 with buybacks/dividends supporting EPS.

Key Risk: A sharp credit or capital hit (rising loan losses or regulatory capital pressure) that forces margins/ROE back down.

KBE (US bank ETF) relative to BNS

Sell KBE vs BNS (underweight KBE). The article flags BNS forward P/E ~15 versus US peers trading lower, but the key is relative growth quality: BNS’s wealth/fee income and ROE improvement are driving the rerating while KBE is lagging. If the market keeps rewarding “better earnings quality,” BNS should keep widening the performance gap versus the broader US bank basket.

Key Risk: US banks re-accelerate (earnings beat + rate/credit tailwinds) and the market rotates back into the whole sector, closing the relative gap.

Scotiabank stock price continued its strong bull run this week, reaching an all-time high. BNS has jumped 30% this year and 68% over the past 12 months, outpacing the SPDR S&P Bank ETF (KBE), which has risen just 16% this year. This rally may continue in the foreseeable future, as the bank's revenue growth is gaining momentum despite ongoing US-Canada trade tensions.

Bank of Scotiabank is the fourth-largest Canadian bank by assets after Royal Bank of Canada, Toronto-Dominion Bank, and Bank of Montreal. Its financial results showed that its business is doing well, helped by its wealth management business.

The company’s net income jumped to C$2.9 billion in the third quarter from C$2.52 billion in the same period last year. Its profitability also continued rising, with its earnings per share rising to C$2.22. In a statement, Scott Thomson, the CEO, said:

“In particular, we exceeded our 14% return on equity target this quarter, highlighting the improvements that we have made across the bank to increase margins and fee income.”

The biggest driver for the its revenue was the its wealth management segment, which made C$518 million, up by 23% from the same period last year. Its banking and markets segment made $647 million, also 37% higher than what it made last year. 

Bank of Nova Scotia’s Canadian banking and international segments made C$1.07 billion and C$766 million, respectively. These two segments rose by 12% and 8%, respectively. 

The company continues to return funds to its investors, which has helped to boost its earnings-per-share. It repurchased 8.6 million shares in the last quarter, bringing its total repurchases and dividends to C$6.3 billion. It now has a dividend yield of about 3.5%, even as its stock remains at a record high.

A potential catalyst for the stock is that President Donald Trump will likely TACO on his ongoing trade war with Canada. Such a move will reduce the ongoing tensions between the two countries, which are some of the biggest trading partners in the world.

Still, there is a risk that Bank of Nova Scotia is relatively overvalued, with its forward price-to-earnings ratio of 15, higher than its American peers like Goldman Sachs and JPMorgan Chase.

BNS stock chart | Source: TradingView

The daily chart shows that the Scotiabank share price has been in a strong upward trend this year. It rose above the crucial resistance level of $127.58, its highest point in July and August this year. A move above that level invalidated the double-top pattern, which is a common bearish reversal sign.

The stock has remained steady above the 100-day Exponential Moving Average (EMA), while the Relative Strength Index (RSI) moved above the neutral level of 50. Therefore, the stock will likely continue the bullish momentum, potentially to the psychological level of C$150.

Bank OZK bought a new stake in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The firm bought 5,957 shares of the company’s stock, valued at approximately $815,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Caitlin John LLC purchased a new stake in American Electric Power in the 2nd quarter valued at about $27,000. Equitable Holdings Inc. acquired a new position in American Electric Power in the second quarter worth $4,405,000. Centaurus Financial Inc. acquired a new position in American Electric Power during the 2nd quarter valued at approximately $188,000. FSA Advisors Inc. bought a new stake in shares of American Electric Power during the second quarter valued at approximately $349,000. Finally, Coastal Bridge Advisors LLC acquired a new stake in American Electric Power in the second quarter worth about $312,000. Institutional investors and hedge funds own 75.24% of the company’s stock.

American Electric Power Stock Down 0.5% Shares of NASDAQ:AEP opened at $122.71 on Friday. The company has a fifty day moving average of $130.53 and a 200-day moving average of $130.63. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.38 and a current ratio of 0.50. American Electric Power Company, Inc. has a 52-week low of $105.70 and a 52-week high of $140.58. The company has a market capitalization of $66.80 billion, a PE ratio of 21.05, a price-to-earnings-growth ratio of 2.25 and a beta of 0.52.

American Electric Power (NASDAQ:AEP – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The company reported $1.36 EPS for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.12). American Electric Power had a net margin of 13.78% and a return on equity of 9.95%. The firm had revenue of $5.45 billion for the quarter, compared to the consensus estimate of $5.34 billion. During the same period last year, the company posted $1.43 EPS. The business’s revenue was up 7.0% compared to the same quarter last year. American Electric Power has set its FY 2026 guidance at 6.250-6.550 EPS. On average, equities analysts predict that American Electric Power Company, Inc. will post 6.37 EPS for the current fiscal year. American Electric Power Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be paid a $0.95 dividend. The ex-dividend date is Monday, August 10th. This represents a $3.80 annualized dividend and a yield of 3.1%. American Electric Power’s dividend payout ratio (DPR) is currently 65.18%.

Wall Street Analyst Weigh In A number of research firms have commented on AEP. JPMorgan Chase & Co. reduced their price objective on shares of American Electric Power from $141.00 to $140.00 and set a “neutral” rating for the company in a research note on Friday, May 15th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of American Electric Power in a research report on Monday, June 1st. Wells Fargo & Company raised their price objective on shares of American Electric Power from $144.00 to $148.00 and gave the stock an “overweight” rating in a report on Wednesday, May 6th. Morgan Stanley cut their target price on shares of American Electric Power from $139.00 to $135.00 and set an “overweight” rating for the company in a research note on Friday, August 21st. Finally, Citigroup cut their price target on American Electric Power from $148.00 to $142.00 and set a “neutral” rating on the stock in a research note on Wednesday, August 5th. Thirteen research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $140.19.

Get Our Latest Stock Report on AEP

(Free Report)

American Electric Power (NASDAQ: AEP) is a major investor-owned electric utility headquartered in Columbus, Ohio. The company is primarily engaged in the generation, transmission and distribution of electricity, operating a diverse portfolio of power plants and an extensive high-voltage transmission network. AEP serves retail customers through its regulated utility subsidiaries and provides wholesale power and grid services across multiple regional markets in the United States.

Operations span the full utility value chain: AEP owns and operates generation assets that include fossil-fuel, natural gas, nuclear and hydropower facilities, and it has been adding renewable resources to its mix.

Read More Five stocks we like better than American Electric Power Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape SEC Probe Puts Wall Street Leverage Risk Back in Focus A Bearish-Dollar Options Surge Raises the Stakes for Warsh at Jackson Hole Five Below’s Turnaround Is Working—But Has the Stock Run Too Far? Want to see what other hedge funds are holding AEP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for American Electric Power Company, Inc. (NASDAQ:AEP – Free Report).

Receive News & Ratings for American Electric Power Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for American Electric Power and related companies with MarketBeat.com's FREE daily email newsletter.

Main Street Capital (MAIN -0.07%) has paid a $0.30-per-share supplemental dividend to investors each quarter in 2026. That's on top of its steadily rising monthly dividend. The business development company (BDC) currently pays $0.265 per share each month, 3.9% above the year-ago level.

Here's a look at this supplemental income stream, which makes the BDC an even more compelling passive income investment.

Image source: Getty Images.

Dual income streams Main Street Capital's dividend policy aims to provide investors with a recurring monthly dividend they can bank on, along with significant additional value through supplemental dividends. It has paid supplemental dividends for 20 straight quarters, maintaining the current $0.30-per-share rate since early 2024. It has declared cumulative supplemental dividends of $8.74 per share since its 2007 IPO. The company pays supplemental dividends when its distributable net investment income (DNII) significantly exceeds its monthly dividend, or when it generates net realized gains and can maintain a stable or positive net asset value per share. It doesn't always make supplemental payments and has cut and suspended this additional dividend in the past.

The flexibility of the supplemental dividend enables Main Street Capital to pay a more secure monthly dividend. It sets this payment at a sustainable level. During the second quarter, its DNII covered the monthly dividend by 1.4 times. That gives it a comfortable cushion and room to grow. The BDC has grown its monthly dividend by 141% since its IPO, including 12 increases since the fourth quarter of 2021. It has never cut its monthly dividend since its IPO.

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Income comfort plus a bonus As a BDC, Main Street Capital must distribute 90% of its taxable net income to shareholders to remain in compliance with IRS regulations. Most BDCs pay one large dividend, typically quarterly, to reach their targeted payout level. If their income falls, which is common when interest rates decline, or the economy deteriorates, they need to reduce their dividends.

Main Street Capital's two-part dividend policy aims to address income sustainability issues while ensuring compliance. The base monthly dividend provides investors with significant comfort knowing that they can rely on this income stream. It grows steadily, which helps provide real income growth after inflation.

Meanwhile, the supplemental dividend serves two functions. It provides an outlet for the Main Street Capital to return excess taxable income to investors to remain compliant. That additional payment gives investors another meaningful income stream. It's not as durable as the monthly dividend, so they should view it as a bonus. However, there is some near-term visibility on this payment. The BDC has already announced it will pay a $0.30-per-share supplemental dividend in September. Additionally, CEO Dwayne Hyzak stated on the second quarter call that "we currently anticipate proposing an additional significant supplemental dividend payable in December 2026."

Get paid up to 16 times a year Main Street Capital offers two distinct income streams. It pays a base dividend on the 15th of every month, built on almost two decades of dependability. It tops that off with a supplemental dividend payment near the end of each quarter. While that second payment isn't guaranteed, Main Street has paid these dividends for 20 straight quarters and expects that trend to continue. That's up to 16 dividend payments each year. Main Street Capital's unique policy and frequent payments make it an enticing passive income investment.

Ethena is expanding USDe into equity perps as it overhauls ENA tokenomics and looks to reignite ecosystem growth.

Ethena is expanding USDe’s yield engine beyond crypto while overhauling ENA’s tokenomics as momentum returns to the ecosystem.

What’s the Scoop?From HyENA to Equities: Ethena is expanding USDe’s basis trade into equity perps just as HyENA, the USDe-margined HIP-3 exchange it backed, shuts down, stifled by Hyperliquid’s increasing alignment with USDC. All HyENA markets will be shuttered by Sept. 2.ENA Gets an Overhaul: Yesterday, the Ethena Foundation announced a series of changes aimed at tightening ENA’s economics. It bought out locked tokens from certain seed investors, shifted protocol IP and economic value toward the Foundation, pushed remaining original investor unlocks to Oct. 5, and proposed an ENA fee switch that would begin buybacks once USDe supply returns above $7.5B.Momentum Returns: USDe supply has climbed back above $4B over the last month while ENA has rallied alongside the announcements. The token is up roughly 15% over the past week and over 100% the past month.

David Christopher 692 posts

David is a writer/analyst at Bankless. Prior to joining Bankless, he worked for a series of early-stage crypto startups and on grants from the Ethereum, Solana, and Urbit Foundations. He graduated from Skidmore College in New York. He currently lives in the Midwest and enjoys NFTs, but no longer participates in them.

Most dividend stocks pay quarterly while your bills arrive monthly, and that mismatch quietly erodes retirement budgets. Five REITs are bridging that gap, but one popular name on this list recently changed its payment schedule in a way most investors…

Retirement income planning has a rhythm problem. Bills arrive monthly, but most dividend stocks pay quarterly, forcing retirees to manage lumpy cash flow across a smooth budget. Monthly-pay real estate investment trusts (REITs) solve that mismatch, and with 51% of adults now saying it's somewhat or very likely they'll outlive their savings, the reliability of the paycheck matters as much as the size.

Here are five REITs on the September 2026 watchlist for investors focused on dependable retirement cash flow. Four currently distribute monthly; one has recently shifted its payment cadence, and we flag it directly. (If a paycheck-style schedule is the whole point, we rounded up seven more monthly payers in a free report you can grab here.)

Realty Income (O): The Anchor of Monthly Income Realty Income (NYSE:O | O Price Prediction) is the net lease REIT that trademarked the phrase "The Monthly Dividend Company" and has delivered on that name across 331 dividend records stretching back decades. The latest declared monthly dividend is $0.271 per share, paid August 14, 2026, with an annualized forward payout of $3.252. Shares closed at $62.26 on August 26, 2026, and management is running a 4.89% dividend yield.

The Q2 2026 report on August 5, 2026 gave the coverage picture retirees care about: AFFO per share of $1.09, up 3.8%, portfolio occupancy at 98.8%, and full-year AFFO guidance raised to $4.44 to $4.45. CEO Sumit Roy pointed to "significant liquidity, conservative leverage, and broad access to multiple capital channels."

Risk to monitor: Net debt to annualized pro forma adjusted EBITDA sits at 5.4 times, and the credit watch list remains in the high 5% area. GAAP EPS also came in below estimates for the quarter.

Agree Realty (ADC): Investment-Grade Tenants, Rising Payout Agree Realty (NYSE:ADC) is a net lease REIT built around highly rated retail credits. The current monthly cash dividend is $0.267 per share, with the latest payment on August 14, 2026. Management called that out on the earnings call as a 4.3% year-over-year increase, backed by a 70% AFFO payout ratio.

Q2 2026 AFFO per share grew to $1.14, a 7.4% year-over-year increase. Portfolio occupancy hit a company record of 99.8% across 2,825 properties, and full-year AFFO guidance was raised to $4.57 to $4.59. Shares last traded at $73.67.

Risk to monitor: ADC missed the Street EPS estimate as equity issuance funds an aggressive acquisition program, and interest expense continues to climb. Net debt to recurring EBITDA sits at 5.2 times excluding unsettled forward equity.

EPR Properties (EPR): Experiential Cash Flow With 65% Coverage EPR Properties (NYSE:EPR) is the experiential REIT owning theaters, attractions, eat-and-play concepts, and now Netflix Houses. The monthly dividend is $0.31 per share, paid August 17, 2026, with an annualized forward of $3.72.

Q2 AFFO per share hit $1.43, a 15.3% year-over-year increase, and FFO as adjusted reached $1.42, up 12.7%. Management said the common dividend remained well covered, with a Q2 AFFO payout ratio of 65%. The portfolio was 99% leased or operated, unit-level rent coverage held at two times, and 2026 FFO guidance was raised to $5.41 to $5.57. Shares last traded at $60.00, up 24.88% year-to-date.

Risk to monitor: Tenant concentration remains real. Topgolf and AMC each represented 13.1% of Q2 revenue, with the top 10 clients at 63.7%.

LTC Properties (LTC): A Healthcare Transformation in Motion LTC Properties (NYSE:LTC) is a healthcare REIT pivoting from triple-net leases into a SHOP-focused operating model. Q2 2026 Core FFO was $0.68 per share, with 2026 Core FFO guidance of $2.76 to $2.78. Co-CEO Pam Kessler said SHOP will reach 50% of annualized NOI by year-end and about 75% by the end of 2028. Shares closed at $40.53, up 22.65% year-to-date.

Balance sheet cushion looks strong. Debt to annualized adjusted EBITDA for real estate is 4.2 times, and fixed-charge coverage stands at 4.9 times.

Risk to monitor: Investors should verify the current declared dividend directly with the company or their broker. Execution risk on the SHOP pivot, operator concentration, and remaining skilled nursing exposure of roughly 33% keep this one in the higher-variance bucket.

STAG Industrial (STAG): Industrial Anchor With a Payment Schedule Caveat STAG Industrial (NYSE:STAG) is a single-tenant industrial REIT. It historically paid monthly, and readers should note the schedule change: STAG’s current stated frequency is now quarterly, at $0.3875 per share, next payable October 15, 2026, with an annualized forward of $1.55. If a strictly monthly cadence is a requirement, that fact matters.

What earns STAG a spot on the retirement-income list anyway: Q2 2026 Core FFO of $0.65 per share, up 3.2%, cash leasing spreads of 19.8%, net debt to annualized adjusted EBITDA of 5.2 times, and full-year Core FFO guidance raised to $2.61 to $2.65. Management said "Vacancy has peaked both nationally and within Stagg’s portfolio." Shares last traded at $37.18.

Risk to monitor: Beyond the shift away from monthly payments, near-term acquisition cadence remains sensitive to interest-rate volatility.

Four of these five names still deposit cash into brokerage accounts every month, and each one just raised guidance or expanded its growth platform through Q2. That combination, growing AFFO plus reaffirmed distributions, is what keeps monthly-pay REITs central to retirement cash-flow research heading into September.

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