I keep buying NVIDIA because every bearish argument I hear collapses the moment I open the earnings report. The fashionable one, that NVIDIA is either hoarding cash or bleeding out from China restrictions, is the loudest and the wrongest, and it keeps handing me chances to add to a position I plan to hold deep into retirement.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) trades today at $207.40, and the analyst target sits at $301.62. My conviction comes from the numbers underneath that gap.
The China Narrative Bears Cannot Let Go Of In Q1 FY2027, NVIDIA shipped zero H20 compute products to China, down from $4.6 billion a year earlier. Revenue still came in at $81.615 billion, up 85.23% year over year, beating estimates by 3.16%. Data Center revenue alone was $75.246 billion, up 92%. Networking, the piece most people ignore, hit $14.800 billion, up 199%. Management then guided Q2 to $91.0 billion, again assuming no China Data Center compute revenue. A company that can absorb a multi-billion-dollar customer loss and still print those numbers does not have a demand problem.
The Cash Hoarding Claim Falls Apart NVIDIA returned roughly $20.0 billion to shareholders in a single quarter through repurchases and dividends. The board added $80.0 billion in fresh buyback authorization on May 18, 2026, on top of $38.5 billion already remaining under the prior plan. Management told analysts they plan to return roughly 50% of free cash flow to shareholders in 2027. The quarterly dividend was raised from $0.01 to $0.25. FY2026 returns totaled $41.1 billion. This is not a company sitting on its wallet.
Why NVIDIA And Not The Obvious Alternatives The efficiency numbers explain why I want NVIDIA reinvesting first and returning second. ROIC of 92.2%. Return on equity of 101.5%. Operating margin of 60.4%. Non-GAAP gross margin of 75.0%. Debt-to-equity of 0.073 and interest coverage above 500x. Free cash flow of $48.554 billion in one quarter.
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Now compare the alternatives a bull on AI chips would reach for. Advanced Micro Devices (NASDAQ:AMD) trades at a trailing P/E of 179 and forward P/E of 76, with a return on equity of just 8.06%. Intel (NASDAQ:INTC) is worse on the fundamentals: trailing EPS of -0.6, return on equity of -2.91%, forward P/E of 118, and quarterly earnings down 71.7% year over year. NVIDIA trades at a forward P/E of 23. I am paying less for the future earnings of the category leader than I would for either challenger, and I get the ROIC gap on top.
The Real Risk China export restrictions could tighten further, and NVIDIA has $119.0 billion in supply-related commitments plus $30.0 billion in multi-year cloud service commitments locked in. If AI demand ever softens, that inventory becomes a problem quickly. Reliance on TSMC for manufacture, assembly, packaging, and testing sits underneath everything.
What Keeps The Buy Button Active Jensen Huang told analysts on the May 20, 2026 call that visibility into Blackwell and Rubin revenue reaches $1 trillion from 2025 through calendar 2027, with hyperscale CapEx forecast to exceed $1 trillion by 2027. OpenAI committed to 10 gigawatts of NVIDIA systems. Meta signed on for millions of Blackwell and Rubin GPUs on a multi-year basis. Huang called it “the largest infrastructure expansion in human history.”
Every quarter the bear thesis needs a fresh coat of paint. My conviction only needs the receipts.
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Netflix (NASDAQ:NFLX) executives said the company remains on track for its 2026 financial plan, pointing to continued subscription growth, pricing gains, rising advertising revenue and a broadening content strategy during the company’s second-quarter earnings interview.
CFO Spence Neumann said Netflix is guiding for 12% reported revenue growth in the third quarter and 11% growth on a foreign-exchange-neutral basis. He said the drivers are “very similar to Q2,” led primarily by subscription revenue growth from membership gains and pricing, along with higher advertising revenue.
“We continue to see healthy acquisition and retention trends on the membership side, and our recent price adjustments are going well on the pricing side,” Neumann said.
For the full year, Neumann said Netflix expects 13% to 14% top-line growth, or roughly 12% on an FX-neutral basis, representing about $6 billion of incremental revenue year over year. He also emphasized that management is focused on the full year rather than quarter-to-quarter fluctuations.
Neumann said Netflix believes it still has significant room to grow, estimating the company is less than 45% penetrated into about 800 million addressable households globally, has captured about 7% of an addressable revenue market of approximately $670 billion, and accounts for about 5% of global TV viewing share.
Engagement Metrics Remain a Focus Co-CEO Greg Peters addressed investor questions about viewing hours and engagement, saying there is not a direct linear relationship between raw viewing hours and revenue or profit. He cited live programming as an example, noting that live content is expected to account for about 5% of Netflix’s content budget this year but only about 1% of view hours. However, Peters said six of Netflix’s top 10 new member sign-up days over the past five years have come from live events.
By contrast, Peters said kids and family animation series are also expected to represent about 5% of content spending but about 8% of view hours. He said Netflix evaluates engagement across quality, variety and quantity, rather than relying only on total hours viewed.
On the quantity side, Peters said viewing hours grew 2% in the first half of 2026, an incremental 1.5 billion hours compared with the same period last year. He said that was a slight acceleration from 1.5% growth in 2025.
“It’s combined quality, variety, and quantity of engagement that translates into satisfaction and value for members,” Peters said, adding that Netflix continues to see “industry-leading retention,” increased willingness to pay and strong advertiser demand.
Content Spending and Slate Performance Co-CEO Ted Sarandos said most of Netflix’s programming spending continues to go toward core TV series and films, where he said the company has a long track record of generating member value and business returns. Sarandos said Netflix is forecasting content expense to rise about 10% this year, above the 8% average over the last five years but below the 14% average over the past decade.
Sarandos pointed to several second-quarter releases as evidence of the slate’s performance, including “I Will Find You,” which he said was Netflix’s biggest original series launch this year, and “Swapped,” which he said is on track to become the company’s second-biggest original animated film behind “K-Pop: Demon Hunters.”
He also highlighted regional programming, including the South Korean show “Teach You a Lesson,” which he said is on track to become the second-most-watched South Korean show globally on Netflix and the company’s biggest series in South Korea. Sarandos also cited “The Polygamist,” adapted from a Zimbabwean novel for South Africa, and “Rosario Tijeras” in Latin America.
Asked about concerns over second-season viewership declines, Sarandos said Netflix is not seeing a material change in aggregate second-season viewing compared with first seasons. He said second seasons are performing within expectations and that second-season falloff has “slightly improved” this year compared with last year. He also said there are no changes to Netflix’s release strategy.
Live Events, Partnerships and New Formats Sarandos said live programming is playing an important role in driving acquisition, accelerating advertising revenue and generating conversation. He cited the World Baseball Classic in Japan, which he said became Netflix’s most-watched program ever in Japan and the biggest baseball streaming event ever.
While Sarandos said such live events can show slightly higher churn because they drive disproportionate sign-ups, he said results were in line with expectations and Netflix plans to continue expanding its global live event calendar, including regional live events.
Peters also discussed Netflix’s partnership with TF1 in France, saying the integration is still early at four weeks but that the company is pleased with the performance so far. He said the arrangement adds local French programming for members while maintaining a distinct product experience for TF1’s brand.
Asked about a potential free ad-supported streaming television, or FAST, offering, Peters said a free option could make sense in some markets, but Netflix must be thoughtful about cannibalization of paid tiers and would need an effective scaled advertising business in the relevant country. He said Netflix has no near-term plans to launch such an offering.
Sarandos said Netflix is encouraged by early progress in vertical clips and video podcasts, saying podcasts are driving incremental viewing, particularly during daytime hours and on mobile. He cited partnerships with publishers including Condé Nast, Hearst and People, as well as programming involving creators and brands such as Martha Stewart, “The Breakfast Club,” the official “Bridgerton” podcast, Bill Simmons, Pete Davidson and Brian Williams.
Advertising, Pricing and Games Peters said Netflix manages its advertising business for total revenue growth and sees an opportunity to narrow the gap between average revenue per membership on the ad tier and the standard ad-free tier. He said Netflix has expanded demand sources, continued building its own ad technology stack, added products and measurement tools, and made it easier for advertisers to transact with the company.
On pricing, Peters said recent increases in markets including the U.S., Mexico and Spain have gone well and are consistent with prior price changes and expectations. He said Netflix evaluates whether it has delivered sufficient member value before raising prices.
Peters also discussed Netflix’s video game strategy, saying the gaming market represents about $150 billion in consumer spending excluding China and Russia and not including advertising revenue. He said cloud-based TV games are showing positive signs, with FIFA and Unhinged becoming Netflix’s two most successful cloud game debuts. Since scaling the cloud initiative last October, Peters said monthly active players for cloud games have increased 11 times.
AI, M&A and Capital Allocation Sarandos said generative AI is beginning to affect hundreds of Netflix productions, with workflows used in roughly 300 titles, especially in post-production. He said the tools are helping with complex shots and sequences, including crowd enhancements and historical battle scenes, while allowing some work to be completed faster and more efficiently.
Sarandos cited the documentary series “The American Experiment,” which he said includes 17 minutes of AI-enhanced footage produced twice as fast and at half the cost of prior options. He said any cost savings are likely to be reinvested into more content.
Asked about media consolidation and speculation around acquisitions, Sarandos said Netflix would not comment on market speculation and reiterated that the company is “primarily builders, not buyers.” Neumann said there is no change to Netflix’s capital allocation philosophy, which includes investing in the business, maintaining liquidity and a healthy balance sheet, and returning excess cash through share repurchases.
Neumann said Netflix repurchased $4.7 billion of shares in the second quarter, its largest quarterly repurchase in company history, and still has about $27 billion of capacity remaining under its authorizations.
About Netflix (NASDAQ:NFLX) Netflix, Inc (NASDAQ: NFLX) is a global entertainment company that provides subscription-based streaming of films, television series, documentaries and other video content. Founded in 1997 by Reed Hastings and Marc Randolph and headquartered in Los Gatos, California, the company began as a DVD-by-mail rental service and introduced streaming video in 2007. Netflix later expanded into producing and distributing original programming, beginning notable original hits in the 2010s, and now operates a content production and distribution ecosystem alongside its licensing activity.
The company’s primary product is its on-demand streaming service, which can be accessed on a wide range of internet-connected devices and delivered through a suite of apps and web platforms.
Shares of Bank of America Corporation (NYSE:BAC) have earned an average rating of “Moderate Buy” from the twenty-seven analysts that are covering the company, MarketBeat.com reports. Six analysts have rated the stock with a hold rating and twenty-one have given a buy rating to the company. The average 1-year price target among brokers that have covered the stock in the last year is $63.7708.
A number of research analysts recently issued reports on the stock. The Goldman Sachs Group lifted their price objective on shares of Bank of America from $58.00 to $63.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Royal Bank Of Canada raised their target price on Bank of America from $59.00 to $65.00 and gave the company an “outperform” rating in a report on Wednesday. Barclays lifted their price target on Bank of America from $71.00 to $72.00 and gave the company an “overweight” rating in a research note on Wednesday. UBS Group boosted their price target on Bank of America from $63.00 to $68.00 and gave the stock a “buy” rating in a report on Tuesday, July 7th. Finally, Wells Fargo & Company upped their price objective on Bank of America from $67.00 to $69.00 and gave the stock an “overweight” rating in a research report on Wednesday.
Get Our Latest Research Report on Bank of America
Insider Activity at Bank of America In other news, insider Geoffrey S. Greener sold 126,756 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $53.01, for a total value of $6,719,335.56. Following the sale, the insider directly owned 1,373,397 shares in the company, valued at approximately $72,803,774.97. This trade represents a 8.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.27% of the company’s stock.
Hedge Funds Weigh In On Bank of America Several institutional investors and hedge funds have recently added to or reduced their stakes in BAC. Vanguard Group Inc. lifted its stake in shares of Bank of America by 3.7% in the 4th quarter. Vanguard Group Inc. now owns 651,076,825 shares of the financial services provider’s stock valued at $35,809,225,000 after acquiring an additional 23,351,183 shares during the last quarter. Norges Bank bought a new stake in Bank of America during the 4th quarter worth $4,774,210,000. Bank of New York Mellon Corp increased its holdings in Bank of America by 5.4% in the 4th quarter. Bank of New York Mellon Corp now owns 57,619,317 shares of the financial services provider’s stock worth $3,169,062,000 after purchasing an additional 2,929,779 shares in the last quarter. Fisher Asset Management LLC increased its holdings in Bank of America by 2.1% in the 4th quarter. Fisher Asset Management LLC now owns 53,783,821 shares of the financial services provider’s stock worth $2,958,110,000 after purchasing an additional 1,105,833 shares in the last quarter. Finally, Deutsche Bank AG raised its position in Bank of America by 5.9% in the fourth quarter. Deutsche Bank AG now owns 47,172,503 shares of the financial services provider’s stock valued at $2,594,488,000 after purchasing an additional 2,611,776 shares during the last quarter. Institutional investors own 70.71% of the company’s stock.
Bank of America Stock Down 0.5% NYSE BAC opened at $61.18 on Wednesday. The company has a current ratio of 0.83, a quick ratio of 0.81 and a debt-to-equity ratio of 1.23. Bank of America has a 1-year low of $44.75 and a 1-year high of $62.12. The company has a 50 day moving average of $55.30 and a 200-day moving average of $53.15. The company has a market cap of $434.16 billion, a price-to-earnings ratio of 14.03, a PEG ratio of 0.99 and a beta of 1.17.
Bank of America (NYSE:BAC – Get Free Report) last posted its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $1.21 earnings per share for the quarter, topping the consensus estimate of $1.13 by $0.08. Bank of America had a net margin of 17.56% and a return on equity of 12.20%. The business had revenue of $8.08 billion during the quarter, compared to analysts’ expectations of $30.78 billion. During the same quarter in the prior year, the business posted $0.89 earnings per share. Bank of America’s revenue was up 19.6% compared to the same quarter last year. On average, equities research analysts expect that Bank of America will post 4.64 earnings per share for the current fiscal year.
Bank of America Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Friday, June 5th were paid a dividend of $0.28 per share. The ex-dividend date of this dividend was Friday, June 5th. This represents a $1.12 annualized dividend and a yield of 1.8%. Bank of America’s payout ratio is presently 27.72%.
Key Stories Impacting Bank of America Here are the key news stories impacting Bank of America this week:
Positive Sentiment: Bank of America declared regular cash dividends on multiple preferred stock series, reinforcing its continued capital return to shareholders. Bank of America Declares Preferred Stock Dividends Payable in August and September 2026 Positive Sentiment: Multiple firms lifted their outlooks on BAC, including higher earnings estimates for FY2026 and FY2027, suggesting improving expectations for profitability. Bank of America stock page Positive Sentiment: Bank of America’s recent Q2 results were broadly strong, with the company topping estimates and benefiting from robust trading and deal activity, which has helped support investor confidence in the stock. BofA rides market whiplash to trading records, deal activity shines Neutral Sentiment: Bank of America also announced internal AI leadership appointments to accelerate AI adoption in its global markets business, a strategic move that could improve efficiency over time but is not an immediate earnings driver. BofA names senior executives to drive AI adoption in global markets-memo Bank of America Company Profile (Get Free Report)
Bank of America Corporation is a multinational financial services company headquartered in Charlotte, North Carolina. It provides a broad array of banking, investment, asset management and related financial and risk management products and services to individual consumers, small- and middle-market businesses, large corporations, governments and institutional investors. The firm operates through consumer banking, global wealth and investment management, global banking and markets businesses, offering capabilities across lending, deposits, payments, advisory and capital markets.
Its consumer-facing offerings include checking and savings accounts, mortgages, home equity lending, auto loans, credit cards and small business banking, supported by a nationwide branch network and digital channels.
Read More Five stocks we like better than Bank of America AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident GE Aerospace Faces a Prove-It Moment in Q2 Earnings
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Allspring Global Investments Holdings LLC lessened its position in Bank of America Corporation (NYSE:BAC – Free Report) by 25.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,419,819 shares of the financial services provider’s stock after selling 844,426 shares during the period. Allspring Global Investments Holdings LLC’s holdings in Bank of America were worth $119,224,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank bought a new stake in shares of Bank of America in the fourth quarter worth about $4,774,210,000. Capital International Investors purchased a new stake in Bank of America in the 4th quarter worth approximately $2,357,461,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Bank of America by 640.5% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 46,516,728 shares of the financial services provider’s stock worth $2,399,798,000 after buying an additional 40,235,201 shares during the period. Vanguard Group Inc. grew its position in shares of Bank of America by 3.7% in the 4th quarter. Vanguard Group Inc. now owns 651,076,825 shares of the financial services provider’s stock worth $35,809,225,000 after buying an additional 23,351,183 shares during the last quarter. Finally, Cardano Risk Management B.V. increased its stake in shares of Bank of America by 914.5% during the fourth quarter. Cardano Risk Management B.V. now owns 25,095,260 shares of the financial services provider’s stock valued at $1,380,239,000 after buying an additional 22,621,546 shares during the period. 70.71% of the stock is owned by institutional investors.
Bank of America Trading Down 0.5% Bank of America stock opened at $61.18 on Friday. The company has a debt-to-equity ratio of 1.23, a current ratio of 0.83 and a quick ratio of 0.81. Bank of America Corporation has a one year low of $44.75 and a one year high of $62.12. The stock has a market capitalization of $434.16 billion, a PE ratio of 14.03, a price-to-earnings-growth ratio of 0.99 and a beta of 1.17. The business’s fifty day moving average is $55.30 and its 200 day moving average is $53.15.
Bank of America (NYSE:BAC – Get Free Report) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $1.21 earnings per share for the quarter, topping analysts’ consensus estimates of $1.13 by $0.08. The business had revenue of $8.08 billion during the quarter, compared to analyst estimates of $30.78 billion. Bank of America had a return on equity of 12.20% and a net margin of 17.56%.Bank of America’s revenue was up 19.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.89 EPS. On average, sell-side analysts predict that Bank of America Corporation will post 4.64 EPS for the current year.
Bank of America Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Friday, June 5th were given a dividend of $0.28 per share. The ex-dividend date was Friday, June 5th. This represents a $1.12 dividend on an annualized basis and a yield of 1.8%. Bank of America’s dividend payout ratio is 27.72%.
Insider Transactions at Bank of America In other Bank of America news, insider Geoffrey S. Greener sold 126,756 shares of Bank of America stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $53.01, for a total value of $6,719,335.56. Following the completion of the sale, the insider owned 1,373,397 shares of the company’s stock, valued at approximately $72,803,774.97. The trade was a 8.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.27% of the company’s stock.
Wall Street Analysts Forecast Growth A number of equities analysts recently commented on BAC shares. HSBC upped their target price on Bank of America from $55.00 to $60.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Wells Fargo & Company boosted their price objective on shares of Bank of America from $67.00 to $69.00 and gave the company an “overweight” rating in a research report on Wednesday. Jefferies Financial Group restated a “buy” rating and issued a $75.00 price objective on shares of Bank of America in a report on Tuesday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Bank of America in a research report on Friday, April 24th. Finally, Robert W. Baird lifted their target price on shares of Bank of America from $58.00 to $62.00 and gave the company a “neutral” rating in a research note on Wednesday. Twenty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $63.77.
View Our Latest Stock Report on BAC
Key Stories Impacting Bank of America Here are the key news stories impacting Bank of America this week:
Positive Sentiment: Bank of America declared regular cash dividends on multiple preferred stock series, reinforcing its continued capital return to shareholders. Bank of America Declares Preferred Stock Dividends Payable in August and September 2026 Positive Sentiment: Multiple firms lifted their outlooks on BAC, including higher earnings estimates for FY2026 and FY2027, suggesting improving expectations for profitability. Bank of America stock page Positive Sentiment: Bank of America’s recent Q2 results were broadly strong, with the company topping estimates and benefiting from robust trading and deal activity, which has helped support investor confidence in the stock. BofA rides market whiplash to trading records, deal activity shines Neutral Sentiment: Bank of America also announced internal AI leadership appointments to accelerate AI adoption in its global markets business, a strategic move that could improve efficiency over time but is not an immediate earnings driver. BofA names senior executives to drive AI adoption in global markets-memo Bank of America Profile (Free Report)
Bank of America Corporation is a multinational financial services company headquartered in Charlotte, North Carolina. It provides a broad array of banking, investment, asset management and related financial and risk management products and services to individual consumers, small- and middle-market businesses, large corporations, governments and institutional investors. The firm operates through consumer banking, global wealth and investment management, global banking and markets businesses, offering capabilities across lending, deposits, payments, advisory and capital markets.
Its consumer-facing offerings include checking and savings accounts, mortgages, home equity lending, auto loans, credit cards and small business banking, supported by a nationwide branch network and digital channels.
Further Reading Five stocks we like better than Bank of America AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident GE Aerospace Faces a Prove-It Moment in Q2 Earnings
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Absher Wealth Management LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.6% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 103,218 shares of the financial services provider’s stock after selling 3,891 shares during the period. JPMorgan Chase & Co. comprises approximately 3.6% of Absher Wealth Management LLC’s holdings, making the stock its 13th largest holding. Absher Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $30,363,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Timmons Wealth Management LLC acquired a new position in shares of JPMorgan Chase & Co. during the fourth quarter worth about $27,000. Caitong International Asset Management Co. Ltd bought a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth approximately $32,000. MBM Wealth Consultants LLC acquired a new stake in shares of JPMorgan Chase & Co. in the first quarter valued at approximately $29,000. Osbon Capital Management LLC bought a new stake in shares of JPMorgan Chase & Co. in the fourth quarter worth $35,000. Finally, Turning Point Benefit Group Inc. bought a new stake in shares of JPMorgan Chase & Co. in the third quarter worth $35,000. Institutional investors own 71.55% of the company’s stock.
JPMorgan Chase & Co. Stock Down 0.5% Shares of JPM opened at $341.60 on Friday. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $351.24. The stock has a market capitalization of $915.33 billion, a price-to-earnings ratio of 14.64, a PEG ratio of 1.54 and a beta of 0.99. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.85. The stock has a fifty day moving average of $319.11 and a 200-day moving average of $310.31.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, topping analysts’ consensus estimates of $5.50 by $0.44. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The business had revenue of $50.54 billion for the quarter, compared to analyst estimates of $48.30 billion. During the same quarter in the previous year, the company posted $5.07 EPS. JPMorgan Chase & Co.’s quarterly revenue was up 10.0% compared to the same quarter last year. As a group, sell-side analysts anticipate that JPMorgan Chase & Co. will post 23.24 earnings per share for the current fiscal year.
JPMorgan Chase & Co. Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Monday, July 6th will be given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is currently 25.71%.
JPMorgan Chase & Co. News Summary Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan’s blowout Q2 earnings are driving bullish sentiment, with the bank reporting record profits, 41% higher net income, strong trading and investment banking activity, and higher full-year net interest income guidance. JPMorgan Just Reported $21.2 Billion in Q2 Net Income — Up 41% — and CEO Jamie Dimon Said the Economy Is “Close to as Good as It Gets.” Positive Sentiment: Analysts have been raising expectations after the results, including multiple higher price targets and upgraded earnings forecasts, signaling confidence that JPMorgan can continue to outperform. JPMorgan Price Target Raised to $380 on Strong Q2 Results, Upgraded Outlook and Capital Strength Positive Sentiment: The stock is also benefiting from expectations that JPMorgan may raise its quarterly dividend by 10% after passing the Federal Reserve stress test, reinforcing the bank’s capital strength and shareholder-return story. JPM Stock Just Staged a Record Bull Run. 1 Analyst Thinks It Can Still Soar to $420. Neutral Sentiment: JPMorgan was added to several “Strong Buy” and momentum/income stock lists, which adds to positive sentiment but is less directly impactful than earnings or guidance. New Strong Buy Stocks for July 17th Neutral Sentiment: JPMorgan also drew attention for major financing activity and a $24 million Philadelphia shipbuilding investment, highlighting ongoing business expansion and capital deployment. JPMorgan Chase (JPM) Puts $24 Million Into Philadelphia Shipbuilding And Defense Negative Sentiment: Late-day sector weakness in financial stocks may be limiting JPMorgan’s upside even as company-specific fundamentals remain strong. Sector Update: Financial Stocks Decline Friday Afternoon Insider Buying and Selling In other news, General Counsel Stacey Friedman sold 5,468 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $300.27, for a total transaction of $1,641,876.36. Following the completion of the transaction, the general counsel directly owned 46,428 shares in the company, valued at $13,940,935.56. This trade represents a 10.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jennifer Piepszak sold 4,919 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total value of $1,522,036.98. Following the completion of the transaction, the chief operating officer directly owned 85,082 shares in the company, valued at approximately $26,326,072.44. This represents a 5.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 18,876 shares of company stock valued at $5,907,051 in the last three months. Insiders own 0.41% of the company’s stock.
Analyst Ratings Changes JPM has been the subject of a number of recent research reports. Argus increased their price objective on shares of JPMorgan Chase & Co. from $340.00 to $355.00 and gave the stock a “buy” rating in a research note on Wednesday, April 15th. Daiwa Securities Group dropped their target price on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a report on Tuesday, April 7th. Evercore reissued an “outperform” rating and issued a $360.00 target price on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, April 15th. Finally, UBS Group boosted their price objective on shares of JPMorgan Chase & Co. from $375.00 to $384.00 and gave the stock a “buy” rating in a research note on Tuesday, July 7th. Fifteen analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $354.92.
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JPMorgan Chase & Co. Company Profile (Free Report)
JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.
The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.
Recommended Stories Five stocks we like better than JPMorgan Chase & Co. AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident GE Aerospace Faces a Prove-It Moment in Q2 Earnings Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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AMF Tjanstepension AB lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 853,194 shares of the financial services provider’s stock after acquiring an additional 12,219 shares during the period. JPMorgan Chase & Co. makes up about 1.7% of AMF Tjanstepension AB’s investment portfolio, making the stock its 19th largest holding. AMF Tjanstepension AB’s holdings in JPMorgan Chase & Co. were worth $250,976,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds and other institutional investors have also made changes to their positions in JPM. Timmons Wealth Management LLC acquired a new stake in JPMorgan Chase & Co. in the 4th quarter valued at $27,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of JPMorgan Chase & Co. during the 4th quarter worth approximately $32,000. MBM Wealth Consultants LLC acquired a new stake in shares of JPMorgan Chase & Co. during the 1st quarter worth about $29,000. Osbon Capital Management LLC bought a new position in shares of JPMorgan Chase & Co. during the fourth quarter worth approximately $35,000. Finally, Turning Point Benefit Group Inc. acquired a new position in shares of JPMorgan Chase & Co. in the third quarter valued at about $35,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.
Key JPMorgan Chase & Co. News Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan’s blowout Q2 earnings are driving bullish sentiment, with the bank reporting record profits, 41% higher net income, strong trading and investment banking activity, and higher full-year net interest income guidance. JPMorgan Just Reported $21.2 Billion in Q2 Net Income — Up 41% — and CEO Jamie Dimon Said the Economy Is “Close to as Good as It Gets.” Positive Sentiment: Analysts have been raising expectations after the results, including multiple higher price targets and upgraded earnings forecasts, signaling confidence that JPMorgan can continue to outperform. JPMorgan Price Target Raised to $380 on Strong Q2 Results, Upgraded Outlook and Capital Strength Positive Sentiment: The stock is also benefiting from expectations that JPMorgan may raise its quarterly dividend by 10% after passing the Federal Reserve stress test, reinforcing the bank’s capital strength and shareholder-return story. JPM Stock Just Staged a Record Bull Run. 1 Analyst Thinks It Can Still Soar to $420. Neutral Sentiment: JPMorgan was added to several “Strong Buy” and momentum/income stock lists, which adds to positive sentiment but is less directly impactful than earnings or guidance. New Strong Buy Stocks for July 17th Neutral Sentiment: JPMorgan also drew attention for major financing activity and a $24 million Philadelphia shipbuilding investment, highlighting ongoing business expansion and capital deployment. JPMorgan Chase (JPM) Puts $24 Million Into Philadelphia Shipbuilding And Defense Negative Sentiment: Late-day sector weakness in financial stocks may be limiting JPMorgan’s upside even as company-specific fundamentals remain strong. Sector Update: Financial Stocks Decline Friday Afternoon Insider Transactions at JPMorgan Chase & Co. In related news, CFO Jeremy Barnum sold 3,022 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $309.41, for a total value of $935,037.02. Following the completion of the transaction, the chief financial officer owned 32,438 shares in the company, valued at $10,036,641.58. This trade represents a 8.52% decrease in their position. The sale was disclosed in a 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 Jennifer Piepszak sold 4,919 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $309.42, for a total transaction of $1,522,036.98. Following the sale, the chief operating officer owned 85,082 shares in the company, valued at approximately $26,326,072.44. This represents a 5.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 18,876 shares of company stock worth $5,907,051. Insiders own 0.41% of the company’s stock.
Analyst Upgrades and Downgrades A number of analysts have recently weighed in on the company. HSBC upped their target price on JPMorgan Chase & Co. from $288.00 to $312.00 and gave the company a “hold” rating in a research report on Monday, May 4th. Piper Sandler boosted their price target on JPMorgan Chase & Co. from $325.00 to $345.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Weiss Ratings raised shares of JPMorgan Chase & Co. from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday, July 6th. Evercore reiterated an “outperform” rating and set a $360.00 price objective on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Finally, Robert W. Baird raised their target price on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a report on Wednesday. Fifteen analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $354.92.
Read Our Latest Research Report on JPM
JPMorgan Chase & Co. Stock Performance NYSE JPM opened at $341.60 on Friday. The firm’s fifty day moving average price is $319.11 and its two-hundred day moving average price is $310.31. The stock has a market cap of $915.33 billion, a PE ratio of 14.64, a PEG ratio of 1.54 and a beta of 0.99. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $351.24. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.85.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last released its quarterly earnings data on Tuesday, April 14th. The financial services provider reported $5.94 earnings per share for the quarter, beating the consensus estimate of $5.50 by $0.44. The company had revenue of $50.54 billion for the quarter, compared to the consensus estimate of $48.30 billion. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.JPMorgan Chase & Co.’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same quarter last year, the business posted $5.07 EPS. On average, equities analysts expect that JPMorgan Chase & Co. will post 23.24 EPS for the current fiscal year.
JPMorgan Chase & Co. Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Monday, July 6th will be paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend is Monday, July 6th. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 25.71%.
About JPMorgan Chase & Co. (Free Report)
JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.
The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.
See Also Five stocks we like better than JPMorgan Chase & Co. AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident GE Aerospace Faces a Prove-It Moment in Q2 Earnings Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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July tests investor conviction. From the 2011 debt-ceiling standoff to the 2022 inflation shock, summer volatility has separated durable businesses from cyclical hopefuls. Three consumer staples and healthcare giants have paid and raised dividends through Black Monday 1987, the dot-com crash, the 2008 financial crisis, the COVID-19 shutdown and the 2022 bear market. Each is a Dividend King with a decades-long streak, and each delivered a beat-and-raise quarter heading into the back half of 2026.
This is the crisis-resilience watchlist for July 2026: three names that keep writing checks when the market stops working.
Coca-Cola (KO) Coca-Cola (NYSE:KO | KO Price Prediction) enters summer with momentum, with the stock up around 20% year to date as of July 17 along with a market cap near $361.09 billion. Q1 2026 reported April 28 delivering EPS of 86 cents versus the estimated 81 cents on revenue of $12.47 billion, up 12.1% year over year. That was the fourth consecutive EPS beat, with organic revenue up 10%, global unit case volume up 3% and Coca-Cola Zero Sugar volume up 13%. Operating margin expanded to 35.0% from 32.9%.
The bull case: pricing power, scale, and cash return. Management guided 2026 to 4-5% organic revenue growth, 8% to 9% comparable EPS growth, and roughly $12.2 billion in free cash flow. Coca-Cola paid $8.8 billion in dividends in 2025 and has raised the payout for 63 consecutive years. The quarterly dividend stepped to 53 cents in 2026 from 51 cents in 2025. KO raised its quarterly payout to 41 cents in 2009 from 38 cents in 2008, straight through the financial crisis. CEO Henrique Braun said: “We’ve had a strong start to the year. Our performance this quarter reflects our unwavering focus on staying close to the consumer, executing locally and managing complexity.”
Risk to watch for: the pending Coca-Cola Beverages Africa sale, ongoing IRS tax litigation and a roughly 4% headwind from acquisitions and divestitures. Shares trade at a P/E of 28, not cheap for a mid-single-digit growth business.
Johnson & Johnson (JNJ) Johnson & Johnson (NYSE:JNJ) has been one of the year’s biggest large-cap surprises, up 22.41% year to date and 55.74% over the past year. Q1 2026 reported April 14 posting adjusted EPS of $2.70 versus $2.68 expected on revenue of $24.06 billion, up 9.9% year over year. Innovative Medicine came in at $15.43 billion, up 11.2%, with DARZALEX at $3.96 billion (+22.5%), TREMFYA at $1.61 billion (+68.3%) and CARVYKTI at $597 million (+62.1%).
The dividend track record is the point. JNJ raised its Q2 2026 dividend 3.1% to $1.34 per share, extending the streak to 64 consecutive years of increases. The company kept raising the payout through the COVID-19 crash, moving from $0.95 in Q1 2020 to $1.01 in Q2 2020. Management raised 2026 guidance to revenue of $100.3 billion to $101.3 billion and adjusted EPS of $11.45 to $11.65. CEO Joaquin Duato said: “Johnson & Johnson had a strong start to 2026 and is delivering on its promise for a year of accelerated growth and impact.” Composite prediction-market sentiment sits at 60.67, bullish with medium confidence.
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Risk to watch for: STELARA biosimilar erosion drove that franchise down 59.7% to $656 million in Q1, litigation charges added $330 million in the quarter, and the planned Orthopaedics separation introduces execution risk. For income investors weighing multi-decade streaks, our 10 Dividend Kings research walks through how these compounders behave across full market cycles.
Procter & Gamble (PG) Procter & Gamble (NYSE:PG) is the least exciting name on this list, and that is the point. Fiscal Q3 2026 reported April 24 producing core EPS of $1.59 versus $1.56 estimated on net sales of $21.24 billion, up 7.4% year over year. Organic sales rose 3%, Beauty jumped 7% organic and growth was broad across all five segments. That makes four straight quarters of top- and bottom-line beats.
The dividend streak stands at 70 consecutive annual increases and 136 consecutive years of dividend payments since incorporation in 1890. The Q2 2026 payout was raised to $1.0885 per quarter from $1.0568. FY2026 plans include roughly $10 billion in dividends and about $5 billion in share repurchases. Beta of 0.38 makes PG one of the lowest-volatility large caps in the S&P 500. Reddit sentiment reads bullish at 72, with a composite score of 67.15. CEO Shailesh Jejurikar said the quarter delivered “a solid acceleration in top-line results in our fiscal third quarter, with broad-based growth across product categories and regions.”
Risk to watch for: P&G expects FY2026 core EPS to land toward the lower end of its $6.83 to $7.09 range due to roughly $400 million in after-tax tariff costs and a $150 million commodity headwind. Core gross margin slipped 100 basis points. Shares are up just 5.03% year to date, but that muted move is what defensive investors want when volatility strikes.
What to Watch Next All three cleared Q1 with beats, raised dividends in 2026, and carry crisis track records predating most current Wall Street portfolio managers. If July delivers another volatility shock, keep an eye on these three: History says the checks keep clearing regardless of headlines.
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Airline stocks’ sensitivity to jet fuel prices is tested whenever fuel spikes. In 2026, fuel costs are testing every airline's balance sheet. This quarter, both Delta Air Lines NYSE: DAL and United Airlines NYSE: UAL passed the test on paper. But they passed it in very different ways—and the difference matters more than the headline numbers.
Delta's adjusted fuel price rose to $3.93 a gallon, up 75% year over year. United's was worse: $4.19 a gallon, up nearly 80%. Neither number is small. United took a significant year-over-year hit to adjusted earnings per share (EPS) and now expects almost $6 billion in incremental fuel expense for full-year 2026, up from its original budget.
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That's real data that investors shouldn’t dismiss as quarterly noise. The question becomes which airline has the structural tools to keep passing that cost through to ticket prices without losing the traveler?
How Higher Jet Fuel Costs Are Impacting Delta and UnitedAs noted above, United's adjusted EPS fell 48.6% year-over-year, from $3.87 to $1.99. Delta's adjusted EPS fell 26%, from $2.12 to $1.56. The same pattern was evident in margin compression. United's adjusted pre-tax margin fell just over six points, from 11% to 4.8%. Delta fell four points, from 11.7% to 7.7%. Delta's earnings base shrank by a smaller proportion, even though both carriers faced comparable fuel inflation.
To be fair, not all of the weakness in United’s EPS and margin numbers was due to fuel costs. The company absorbed $184 million in one-time labor contract charges this quarter, versus $561 million a year ago.
Delta's Fuel Hedging Strategy Vs. United's Liquidity ApproachAt the crux of the "built for higher fuel costs" question is the strategy of fuel hedging. Most U.S. major airlines walked away from large-scale fuel hedging years ago. Unlike European carriers such as Air France-KLM OTCMKTS: AFLYY or Ryanair NASDAQ: RYAAY, which routinely lock in 70%–90% of fuel needs through derivative contracts extending a year or more out, U.S. legacy carriers have largely stopped using the strategy.
Delta Air Lines Today
DAL
Delta Air Lines
$84.15 -2.55 (-2.94%)
As of 07/17/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$50.44▼
$95.68Dividend Yield1.02%
P/E Ratio13.96
Price Target$100.40
Industry reporting has pegged the impact of that exposure, and it explains the problem well. A 1-cent move in jet fuel can cost a major U.S. carrier roughly $50 million a year, with no derivative book absorbing the blow.
Delta is the partial exception because it owns Monroe Energy, a Trainer, Pennsylvania refinery that supplies a meaningful share of its jet fuel needs. Third-party refinery sales hit $2.09 billion this quarter, up 83% year-over-year, and Delta credits the refinery with an 11-cents-per-gallon benefit this quarter (including a 5-cent hit from a temporary outage).
Delta's earnings report showed $301 million in mark-to-market hedge adjustments and settlements this quarter alone. That's not the 80%+ coverage ratios you see at Ryanair or Air France-KLM, but it's meaningfully more structural protection than a pure spot-market buyer.
United Airlines Today
UAL
United Airlines
$115.41 -3.40 (-2.86%)
As of 07/17/2026 04:00 PM Eastern
52-Week Range$82.42▼
$138.77P/E Ratio10.80
Price Target$154.26
United's approach is based on liquidity.
Management raised $3.7 billion in new liquidity through private bank transactions this quarter, explicitly described as "low-cost insurance" against a further oil spike.
Per sources, United has also secured select fuel supply contracts that limit some exposure—But these reportedly fall well short of the large-scale, derivative-based hedging programs that European carriers or Delta's refinery model provide.
Can Delta and United Pass Higher Fuel Costs to Travelers?Rising jet fuel costs only matter if passengers aren’t willing to pay. So far, that hasn’t been the case. United grew capacity 3.5% year-over-year while still pushing adjusted unit revenue (TRASM) up 12.1%. Delta grew capacity roughly 1% while pushing TRASM up 12.4%.
Delta is generating comparable unit-revenue growth on a fraction of United's capacity growth—a tighter, lower-risk version of the same pricing story. United is growing into demand harder, which raises the ceiling if travel stays strong, and the downside if it doesn't.
Why Travel Demand Remains Strong Despite Higher AirfaresBoth United and Delta cited increases in premium and economy/main-cabin demand. United's Basic Economy revenue rose 11%, and its overall economy-cabin unit revenue rose 12%. That was the airline’s second consecutive quarter of positive economy growth after a long soft patch. Delta's main cabin ticket revenue rose 8%, also its second straight quarter of positive main-cabin growth, while premium ticket revenue rose 17%.
At first glance, that pattern looks contradictory. The broader travel narrative through 2025 and into 2026 has been a "K-shaped" split: strong premium demand alongside a documented pullback in budget-conscious leisure travel, with ultra-low-cost carriers absorbing the brunt of that softness. If the price-sensitive traveler is genuinely pulling back across the industry, why are Delta and United both showing their cheapest cabins turning positive at the same time?
It may come down to a share shift rather than a demand surge. Neither Delta nor United built its brand around the price-sensitive flyer, but both have spent recent years building lower-tier fare products. United’s Basic Economy and Delta's comparable main-cabin fares are designed to compete for that traveler when needed.
As ultra-low-cost carriers cut capacity or struggle with their own economics, some of that traffic doesn't vanish. It shifts, "below the line," to a legacy carrier's cheapest available seat. That would reconcile positive economy-cabin growth at Delta and United with a well-documented pullback at the dedicated budget carriers.
Which Airline Is Better Positioned for Higher Fuel Costs?Warren Buffett has been one of the most outspoken critics of airline stocks. Buffett’s argument comes down to high operating costs outweighing travel demand, which can be fickle. But every rule has occasional exceptions. In 2026, the airline industry is having a moment where, for now, math is working in its favor.
That doesn’t mean this time is different. It just means that there’s an opportunity for growth despite higher jet fuel prices. That is, as long as travelers are willing to absorb the higher costs.
If stock price growth is the only consideration, both UAL and DAL are attractive targets. In fact, an argument could be made that United has more short-term upside. But for an investor looking for long-term growth, Delta’s hedging strategy should do a better job of protecting its margins. Plus, DAL's dividend increased about 15% (from $0.1875 to $0.2150 per share), and will be paid on July 30, 2026, to shareholders of record as of July 9.
Should You Invest $1,000 in Delta Air Lines Right Now?Before you consider Delta Air Lines, you'll want to hear this.
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Aire Advisors LLC acquired a new stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 550 shares of the investment management company’s stock, valued at approximately $465,000.
A number of other institutional investors also recently modified their holdings of the stock. Norges Bank bought a new stake in shares of The Goldman Sachs Group in the 4th quarter valued at approximately $2,515,830,000. Corient Private Wealth LLC grew its position in The Goldman Sachs Group by 1,657.7% in the fourth quarter. Corient Private Wealth LLC now owns 2,596,487 shares of the investment management company’s stock worth $2,282,312,000 after acquiring an additional 2,448,767 shares in the last quarter. International Assets Investment Management LLC acquired a new position in shares of The Goldman Sachs Group during the 1st quarter worth $2,024,921,000. Northwestern Mutual Wealth Management Co. increased its stake in shares of The Goldman Sachs Group by 428.4% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 556,254 shares of the investment management company’s stock worth $488,947,000 after purchasing an additional 450,984 shares during the last quarter. Finally, Diamant Asset Management Inc. raised its holdings in shares of The Goldman Sachs Group by 84,499.0% during the 1st quarter. Diamant Asset Management Inc. now owns 422,995 shares of the investment management company’s stock valued at $35,785,000 after purchasing an additional 422,495 shares in the last quarter. Institutional investors and hedge funds own 71.21% of the company’s stock.
The Goldman Sachs Group Trading Down 2.7% GS stock opened at $1,066.28 on Friday. The Goldman Sachs Group, Inc. has a fifty-two week low of $691.88 and a fifty-two week high of $1,153.99. The stock has a market capitalization of $314.56 billion, a price-to-earnings ratio of 16.46, a P/E/G ratio of 1.24 and a beta of 1.30. The company has a debt-to-equity ratio of 2.83, a current ratio of 1.11 and a quick ratio of 0.63. The business has a fifty day moving average price of $1,035.20 and a 200 day moving average price of $945.44.
The Goldman Sachs Group (NYSE:GS – Get Free Report) last posted its quarterly earnings data on Tuesday, July 14th. The investment management company reported $20.98 earnings per share for the quarter, topping the consensus estimate of $14.47 by $6.51. The firm had revenue of $20.34 billion during the quarter, compared to analysts’ expectations of $16.22 billion. The Goldman Sachs Group had a net margin of 15.53% and a return on equity of 18.59%. The Goldman Sachs Group’s revenue was up 39.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $10.91 EPS. Analysts expect that The Goldman Sachs Group, Inc. will post 64.34 EPS for the current fiscal year.
The Goldman Sachs Group Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 29th. Shareholders of record on Tuesday, September 1st will be issued a dividend of $5.00 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $20.00 annualized dividend and a yield of 1.9%. This is an increase from The Goldman Sachs Group’s previous quarterly dividend of $4.50. The Goldman Sachs Group’s dividend payout ratio (DPR) is presently 27.78%.
Analyst Upgrades and Downgrades Several equities research analysts recently issued reports on the stock. Rothschild & Co Redburn lifted their price objective on shares of The Goldman Sachs Group from $870.00 to $920.00 and gave the company a “neutral” rating in a research note on Thursday, June 25th. JPMorgan Chase & Co. increased their price objective on The Goldman Sachs Group from $900.00 to $955.00 and gave the company a “neutral” rating in a report on Wednesday. Keefe, Bruyette & Woods raised their price objective on The Goldman Sachs Group from $1,050.00 to $1,130.00 and gave the company a “market perform” rating in a research note on Wednesday. BNP Paribas Exane reduced their target price on The Goldman Sachs Group from $970.00 to $940.00 and set a “neutral” rating for the company in a report on Friday, April 24th. Finally, Oppenheimer lowered shares of The Goldman Sachs Group from a “market perform” rating to an “underperform” rating in a research note on Tuesday, June 30th. Nine analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $1,061.43.
View Our Latest Research Report on The Goldman Sachs Group
The Goldman Sachs Group News Roundup Here are the key news stories impacting The Goldman Sachs Group this week:
Positive Sentiment: Goldman Sachs was added to the Zacks Rank #1 (Strong Buy) list, reinforcing bullish sentiment around the stock after its strong quarterly results. Positive Sentiment: The bank also made Zacks’ Strong Buy income stocks list, reflecting investor interest in Goldman Sachs as a dividend and total-return play. Positive Sentiment: Bank of America raised its price target on Goldman Sachs to $1,300 from $1,150 and kept a buy rating, implying additional upside from current levels. Positive Sentiment: JPMorgan and other commentary highlighted Goldman Sachs’ strong first-half M&A performance, along with record Q2 results and a 25% dividend increase plus a $4 billion share repurchase program. Positive Sentiment: Goldman Sachs’ equity underwriting revenue jumped sharply, helped by renewed capital markets activity and AI-related deal flow, which supports optimism for future investment banking revenue. Neutral Sentiment: Separately, Goldman Sachs disclosed a 3.5% voting interest in Qiagen, a portfolio-related filing that is not clearly material to Goldman’s own earnings outlook. Insider Transactions at The Goldman Sachs Group In other news, CFO Denis P. Coleman sold 6,857 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $973.55, for a total value of $6,675,632.35. Following the transaction, the chief financial officer owned 31,070 shares of the company’s stock, valued at approximately $30,248,198.50. This trade represents a 18.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Kathryn H. Ruemmler sold 14,292 shares of The Goldman Sachs Group stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $939.07, for a total transaction of $13,421,188.44. Following the sale, the insider owned 15,657 shares of the company’s stock, valued at approximately $14,703,018.99. This represents a 47.72% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 32,566 shares of company stock valued at $30,712,978. 0.55% of the stock is owned by company insiders.
About The Goldman Sachs Group (Free Report)
The Goldman Sachs Group, Inc is a global investment banking and financial services firm headquartered in New York City. Founded in 1869 as a commercial paper business, the company has grown into a diversified financial institution that provides a broad range of services to corporations, financial institutions, governments and individuals. The firm is led by Chief Executive Officer David M. Solomon and operates across major financial centers worldwide.
Goldman Sachs’ core businesses include investment banking, global markets, asset and wealth management, and consumer banking.
Read More Five stocks we like better than The Goldman Sachs Group AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident GE Aerospace Faces a Prove-It Moment in Q2 Earnings Want to see what other hedge funds are holding GS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Goldman Sachs Group, Inc. (NYSE:GS – Free Report).
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Allspring Global Investments Holdings LLC grew its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 58.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 90,848 shares of the investment management company’s stock after purchasing an additional 33,619 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in The Goldman Sachs Group were worth $78,149,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also bought and sold shares of GS. Dagco Inc. bought a new stake in The Goldman Sachs Group during the 4th quarter valued at approximately $25,000. Garton & Associates Financial Advisors LLC purchased a new position in shares of The Goldman Sachs Group during the fourth quarter valued at approximately $26,000. Manning & Napier Advisors LLC boosted its holdings in The Goldman Sachs Group by 287.5% in the fourth quarter. Manning & Napier Advisors LLC now owns 31 shares of the investment management company’s stock worth $27,000 after purchasing an additional 23 shares during the last quarter. Steph & Co. bought a new stake in The Goldman Sachs Group in the 1st quarter worth approximately $27,000. Finally, Lifetime Wealth Management P.C. purchased a new stake in The Goldman Sachs Group during the 4th quarter valued at $29,000. 71.21% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth Several analysts recently issued reports on the company. Dbs Bank increased their target price on The Goldman Sachs Group from $890.00 to $1,050.00 in a research report on Thursday, May 7th. HSBC raised their target price on shares of The Goldman Sachs Group from $729.00 to $765.00 in a report on Monday, May 4th. Keefe, Bruyette & Woods lifted their target price on The Goldman Sachs Group from $1,050.00 to $1,130.00 and gave the stock a “market perform” rating in a research report on Wednesday. Weiss Ratings cut The Goldman Sachs Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday. Finally, UBS Group upped their price target on shares of The Goldman Sachs Group from $940.00 to $1,120.00 and gave the stock a “neutral” rating in a research report on Tuesday, July 7th. Nine equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $1,061.43.
Check Out Our Latest Research Report on The Goldman Sachs Group
The Goldman Sachs Group News Summary Here are the key news stories impacting The Goldman Sachs Group this week:
Positive Sentiment: Goldman Sachs was added to the Zacks Rank #1 (Strong Buy) list, reinforcing bullish sentiment around the stock after its strong quarterly results. Positive Sentiment: The bank also made Zacks’ Strong Buy income stocks list, reflecting investor interest in Goldman Sachs as a dividend and total-return play. Positive Sentiment: Bank of America raised its price target on Goldman Sachs to $1,300 from $1,150 and kept a buy rating, implying additional upside from current levels. Positive Sentiment: JPMorgan and other commentary highlighted Goldman Sachs’ strong first-half M&A performance, along with record Q2 results and a 25% dividend increase plus a $4 billion share repurchase program. Positive Sentiment: Goldman Sachs’ equity underwriting revenue jumped sharply, helped by renewed capital markets activity and AI-related deal flow, which supports optimism for future investment banking revenue. Neutral Sentiment: Separately, Goldman Sachs disclosed a 3.5% voting interest in Qiagen, a portfolio-related filing that is not clearly material to Goldman’s own earnings outlook. Insider Transactions at The Goldman Sachs Group In other news, insider Kathryn H. Ruemmler sold 14,292 shares of the stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $939.07, for a total value of $13,421,188.44. Following the completion of the transaction, the insider directly owned 15,657 shares in the company, valued at $14,703,018.99. This trade represents a 47.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Denis P. Coleman sold 6,857 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $973.55, for a total value of $6,675,632.35. Following the sale, the chief financial officer directly owned 31,070 shares in the company, valued at $30,248,198.50. This trade represents a 18.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 32,566 shares of company stock valued at $30,712,978 over the last 90 days. Insiders own 0.55% of the company’s stock.
The Goldman Sachs Group Stock Performance Shares of The Goldman Sachs Group stock opened at $1,066.28 on Friday. The business has a 50-day moving average of $1,035.20 and a 200 day moving average of $945.44. The company has a debt-to-equity ratio of 2.83, a current ratio of 1.11 and a quick ratio of 0.63. The stock has a market capitalization of $314.56 billion, a price-to-earnings ratio of 16.46, a price-to-earnings-growth ratio of 1.24 and a beta of 1.30. The Goldman Sachs Group, Inc. has a 12 month low of $691.88 and a 12 month high of $1,153.99.
The Goldman Sachs Group (NYSE:GS – Get Free Report) last issued its quarterly earnings data on Tuesday, July 14th. The investment management company reported $20.98 earnings per share for the quarter, beating analysts’ consensus estimates of $14.47 by $6.51. The company had revenue of $20.34 billion during the quarter, compared to analysts’ expectations of $16.22 billion. The Goldman Sachs Group had a return on equity of 18.59% and a net margin of 15.53%.The firm’s revenue for the quarter was up 39.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $10.91 earnings per share. As a group, sell-side analysts forecast that The Goldman Sachs Group, Inc. will post 64.34 earnings per share for the current year.
The Goldman Sachs Group Increases Dividend The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 29th. Stockholders of record on Tuesday, September 1st will be paid a dividend of $5.00 per share. This is an increase from The Goldman Sachs Group’s previous quarterly dividend of $4.50. The ex-dividend date is Tuesday, September 1st. This represents a $20.00 annualized dividend and a dividend yield of 1.9%. The Goldman Sachs Group’s dividend payout ratio (DPR) is currently 27.78%.
About The Goldman Sachs Group (Free Report)
The Goldman Sachs Group, Inc is a global investment banking and financial services firm headquartered in New York City. Founded in 1869 as a commercial paper business, the company has grown into a diversified financial institution that provides a broad range of services to corporations, financial institutions, governments and individuals. The firm is led by Chief Executive Officer David M. Solomon and operates across major financial centers worldwide.
Goldman Sachs’ core businesses include investment banking, global markets, asset and wealth management, and consumer banking.
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« PREVIOUS HEADLINEAire Advisors LLC Acquires New Position in The Goldman Sachs Group, Inc. $GS
The 130-year-old Dow Jones Industrial Average (^DJI 0.77%) is one of the oldest and most iconic stock market indexes. And with just 30 components, it is far more selective than the S&P 500 or the thousands of companies listed on the Nasdaq Composite.
And while the Dow is getting more tech-focused -- most notably with its addition of Alphabet in June -- no component holds more weight than Goldman Sachs (GS 2.67%).
Here's why Goldman Sachs is so large that it can single-handedly move the index, and why a stock split could be in the cards before the end of the year.
Image source: Getty Images.
A Goldman Sachs stock split is coming The Dow is a price-weighted index. So, companies are weighted by their stock prices rather than by market cap. Modern market mechanics make it easy to weight an index like the S&P 500 and Nasdaq in real time using market cap. But back in 1896, when Charles Dow published the index, it was more convenient to simply add up the stock prices of the components and divide by the number of components to get the average.
Goldman Sachs has never issued a stock split since going public in 1999. But the stock has been on an absolute tear -- tripling over the last five years and rising 9% on July 14 to an all-time high closing price of $1,140 per share.
Goldman Sachs is the only Dow stock trading above $1,000 per share and accounts for 12.9% of the index. For context, the median-priced Dow stock is closer to $250 per share.
Goldman Sachs' high share price is reason alone for it to issue a 4-for-1 stock split. But what makes the argument even more compelling is that the financial sector accounts for such a large share of the Dow.
The financial stocks in the Dow are all within striking distance of all-time highs, and none have issued stock splits for over a decade.
GS data by YCharts.
Goldman Sachs, Visa, American Express, JPMorgan Chase, and Travelers Companies are all top-10 components in the Dow and make up a combined 28.6% of the index -- by far the most of any sector. For context, financials make up just 11.8% of the S&P 500.
Even if Goldman Sachs issued a 4-for-1 stock split, financials would still be highest weighted sector in the Dow.
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Goldman Sachs exposes a glaring flaw in the Dow Even if you're not interested in investing in Goldman Sachs directly, its high share price and inclusion in the Dow illustrate just how influential a single stock can be on the storied index.
These market dynamics are worth paying attention to, as an up day in the Dow under its current structure could just mean Goldman Sachs and the financial sector are going up, rather than the broader market.
Until Goldman Sachs issues a stock split or the financial sector's weighting declines, investors are better off using the S&P 500 as a benchmark because it better reflects the most valuable U.S. companies.
JPMorgan Chase is an advertising partner of Motley Fool Money. American Express is an advertising partner of Motley Fool Money. Daniel Foelber has positions in American Express. The Motley Fool has positions in and recommends Alphabet, American Express, Goldman Sachs Group, JPMorgan Chase, and Visa. The Motley Fool has a disclosure policy.
BlackRock (NYSE:BLK) executives said the asset manager delivered record second-quarter results and its strongest first half on record, driven by broad-based client inflows, higher markets, acquisitions and continued demand for ETFs, private markets and technology offerings.
Chief Financial Officer Martin S. Small said BlackRock generated second-quarter revenue of $7.1 billion, up 31% from a year earlier, while adjusted operating income rose 39% to $2.9 billion. Adjusted earnings per share were $13.91, up 15% year over year. Small said all three measures reached quarterly records.
The firm reported $192 billion of total net inflows in the quarter, contributing to $868 billion of net inflows over the last 12 months. Small said those flows represented 8% organic base fee growth in the second quarter and 10% organic base fee growth over the past year.
Chairman and Chief Executive Officer Laurence D. Fink said BlackRock’s assets under management reached a record $15.3 trillion after increasing by more than $1 trillion so far in 2026. “Clients are turning to BlackRock for insight and opportunities, as evident in our results this quarter,” Fink said.
Margins Expand as Revenue Hits Record Small said BlackRock’s adjusted operating margin was 45.9% in the quarter, up 260 basis points from a year ago and the highest level in nearly five years. Excluding performance fees and related compensation, he said the adjusted operating margin would have been 46.5%, also up 260 basis points year over year.
Base fee and securities lending revenue was $5.7 billion, up 29% year over year, reflecting market gains, organic base fee growth and approximately $230 million in base fees from HPS. Performance fees rose to $305 million, including $115 million from HPS, and technology services and subscription revenue increased 13%. Annual contract value, or ACV, rose 15% from a year earlier.
Expenses increased 25% year over year. Small attributed the rise to higher compensation tied to operating income and performance fees, higher headcount from HPS, increased distribution and servicing costs, direct fund expenses and general and administrative expenses related to the acquisition.
BlackRock also raised its planned share repurchase pace. Small said the company repurchased $450 million of shares in the second quarter and now expects to repurchase at least $550 million per quarter going forward, subject to market and other conditions. Fink said BlackRock expects to return more than $5.7 billion to shareholders this year through dividends and buybacks, a 16% increase over 2025.
ETF Inflows Lead the Quarter BlackRock’s iShares ETF platform generated $178 billion of net inflows in the quarter, led by $85 billion in core equity ETFs and $61 billion in index bond ETFs. Small said active ETFs added $20 billion, while “precision” ETFs, including international and sector equity products, added $15 billion.
Fink said iShares now has more than $6 trillion in assets under management globally and is benefiting from increased adoption and category innovation. He said iShares has raised $80 billion year to date in Europe, bringing European AUM to $1.5 trillion. In Asia Pacific, locally domiciled iShares crossed $100 billion in assets during the quarter.
Fink also highlighted growth in active ETFs, saying BlackRock has gathered more than $70 billion in active ETF net inflows over the past year and is leading the industry in active flows in 2026. “In just the last three years, we’ve gone from the seventh largest active ETF manager to the third largest,” Fink said.
Retail net inflows were $19 billion, led by active fixed income, Aperio and liquid alternative funds. Institutional active net inflows totaled $44 billion, driven by private markets, fixed income, systematic strategies, outsourced chief investment officer offerings and target date products. Institutional index strategies saw $41 billion of net outflows, concentrated in low-fee index equities.
Private Markets and Acquisitions Gain Traction Executives said BlackRock’s acquisitions of Global Infrastructure Partners, HPS and Preqin are performing ahead of plan and supporting the company’s 2030 ambitions. Fink said the combined platform is helping accelerate opportunities across public and private markets, particularly in infrastructure, private credit and technology.
Small said private markets saw an aggregate $15 billion of net inflows in the second quarter. He said that included $6 billion from private credit deployment, $5 billion from a mix of infrastructure fundraising and deployment, and $3 billion from partial funding of a private equity solutions outsourcing mandate with a client in Latin America.
Fink said BlackRock has closed about $10 billion in high-grade and infrastructure debt mandates for insurance companies so far in 2026. He said insurers globally are increasingly seeking private markets exposure to earn higher yields, and that collaboration between HPS and GIP is building a pipeline of joint opportunities, particularly in digital infrastructure.
Fink also pointed to the expected close of Aligned Data Centers in the coming weeks, describing it as “the largest data center infrastructure transaction ever announced.” He said the transaction brought together AIP, GIP and MGX.
Technology, Tokenization and Customization Remain Priorities BlackRock executives emphasized technology as a key growth driver. Small said Aladdin, eFront and Preqin are benefiting from client demand for integrated technology, data and analytics across public and private markets. He said regulatory and market developments are increasing the need for private markets transparency and benchmarking.
Fink said creating a seamless analytical platform across public and private markets is “one of the key priorities for BlackRock over the coming year.” He said the company is not yet fully there, but sees strong demand from retail and institutional clients for tools that help them understand risk across entire portfolios.
On digital assets and tokenization, Small said BlackRock has about $110 billion in AUM connected to digital assets and aims, as part of its 2030 plan, to make digital assets a $500 million revenue business. He said the company is working to tokenize long-term investment products, including Treasury funds, iShares ETFs and potentially private markets over time.
Small said BlackRock has filed two registration statements with the SEC for tokenized money market funds. He also said the firm manages $60 billion of reserves for Circle, representing about a quarter of the $300 billion stablecoin market, and wants to be the stablecoin reserve manager of choice.
Executives Point to Structural Growth Themes Fink said he remains optimistic about global markets, citing broadening returns outside the U.S., higher corporate margins and earnings momentum supported by new technology. He said BlackRock benefits directly from capital market expansion because of its scale and client relationships around the world.
The company also highlighted growth in retirement and personalized wealth solutions. Fink said LifePath Paycheck has grown to $30 billion in AUM as plan sponsors focus on retirement income. He said Aperio’s AUM is approaching $200 billion, up more than fourfold since BlackRock acquired the business five years ago, while SpiderRock AUM has nearly tripled to $13 billion since its acquisition two years ago.
Small said Aperio generated $7 billion of net inflows in the second quarter, split roughly evenly between long-only and long-short strategies. He said 2026 Aperio flows of about $20 billion have already surpassed 2025’s record flows of $15 billion.
Fink closed the call by saying BlackRock’s first-half performance represented “the strongest start to a year in our history” and that investments in the platform are showing up in results. “I believe the best of BlackRock is still ahead,” he said.
About BlackRock (NYSE:BLK) BlackRock, Inc is a global investment management firm that provides a broad range of products and services to institutional, intermediary and individual investors. Its core activities include portfolio management across active and index strategies, exchange-traded funds (ETFs) under the iShares brand, fixed income, equity and multi-asset solutions, as well as alternatives such as private equity, real estate and infrastructure. The firm also offers cash management and liquidity solutions and retirement-focused products designed for defined contribution and defined benefit investors.
In addition to traditional investment management, BlackRock is known for its technology and risk management capabilities, most prominently its Aladdin platform, which combines portfolio management, trading and risk analytics and is used both internally and licensed to external clients.
I have a lot of short conversations about dividend stocks. They go something like this:
“Oh, your specialty is dividend stocks? What do you think about XYZ?”
It’s almost always a stock that yields 2% or less. If I know a little about the company, I’ll start by saying something positive before I say, “Ah, well, I don’t really cover that one because I believe we deserve at least 3.5% dividend yield.”
I have a lot of great dividend ideas I’m more than happy to share with others, but the conversation usually ends there.
Today, I want to talk about three of those dividend-paying stocks that I frequently get asked about. None of them have a high enough yield for me to mark them a buy. But all are household names that I’m watching right now for an entirely different reason.
Consumer Spending Trickles Through By now, you’ve probably heard the buzz phrase the “K-shaped economy” or “K-shaped recovery.”
The idea first appeared on Twitter back in 2020 and was popularized by economist Peter Atwater. Now it’s used in every article talking about the current state of the economy.
Although the term is probably overused, it paints an accurate picture of our current economic condition: two distinct groups moving in two completely different directions.
Wealthier Americans and capital-intensive businesses are the upper arm of the K and moving upwards… while lower-income households and traditional businesses are the lower arm and struggling.
According to Moody’s Analytics, the top10% of earners account for 49.2% of all consumer spending. This statistic is quite eerie. In the run-up to the internet bubble, the richest 20% of Americans made up 50% of spending.
As someone wildly interested in economic theory and following the numbers, I am concerned about what this means for the economy. And I’m really curious about how such divergent spending patterns will affect corporate profits and potentially put the squeeze on dividend payments, especially for consumer discretionary companies.
Maximize Profit or Alienate Consumers There are a couple ways this could play out.
Companies could simply focus on the more affluent consumer and price the lower- and middle-income spenders out of their product completely. We know that’s the strategy of luxury and status goods.
There’s also the option of product differentiation for both ends of the market at drastically different price points. Or maybe this is where dynamic pricing comes into play.
Here are three companies I’ve been watching to see if consumers will in fact change their preferences due to price sensitivity.
Delta Air Lines, Inc. (DAL) The company is in the headlines for exactly that. It recently rolled out three new “basic” fares in the premium cabins: First Basic, Delta Premium Select, and Basic Business.
You’ll get to sit in those cabins and experience all the in-flight benefits. The trade-off is seat assignment after check-in, fewer reward miles, reduced bag allowance, and not eligible for upgrades.
Time will tell if there is a market for these stripped-down versions of the “luxury” experience. I don’t fly Delta, but I talked to a friend that almost accidentally booked this class ticket through his company travel platform. His response: “absolutely not.”
CEO Ed Bastian also made headlines by saying that even if energy prices drop, fares will not. He admits that low-cost carriers are unable to compete, so Delta won’t worry about competing with those prices.
Last week, the company reported record quarterly revenue of $17.7 billion. This was up 14% and at the high end of management expectations. I’ll definitely be circling back in three months to hear management comments on the success of these new fares.
Delta shares are up 25% year to date, but its $0.215 quarterly dividend equals a yield of just 1%.
Starbucks Corp. (SBUX) On a recent WSJ podcast, CEO Brian Niccol described going to Starbucks as a $9 premium experience. He said that whether the customer sees that as a splurge or affordable, the company must meet customer expectations. This was in response to the interviewer specifically asking about the K-shaped economy.
It’s clear that Niccol is sticking with his “Back to Starbucks” strategy in this economy. Some key changes are bringing back self-serve condiments, handwritten cup notes, and reducing wait times to four minutes or less.
He’s leaning into the “premium experience” to justify the price and it’s been working. Last quarter beat Wall Street expectations with global same store sales rising 6.2% year over year and consolidated revenue up 9%.
SBUX is also reportedly developing in-house software that uses AI to reduce the $400 million a year it currently pays to vendors for various software. Shares of the company are up 27% year to date, but its quarterly dividend of $0.62 is an annual yield of just 2.3%.
The Walt Disney Company (DIS) This one is a little different due to product variations.
Approximately 46% of DIS revenue is experiences: parks, resorts, cruises, and consumer products. Yes, consumer products seem the opposite of experiences, but this includes all the items sold in its parks, resorts, and branded stores.
As a share of revenue, direct-to consumer streaming like Disney+ and Hulu is 41% and traditional cable and broadcast networks are 12%. The rest is content sales like theatrical film releases and licensing. I’ve been specifically looking at the experiences segment.
A day at Disney World will quickly reveal the strategy: offer different experiences to consumers. Those with the means will opt for Premier passes or VIP experiences to skip the lines. Those on a budget will suffer through triple-digit wait times for popular rides. I’m talking 105 or even 120 minutes stuck in the queue!
Last quarter, experiences revenue was up 7%, and total operating income modestly exceeded management’s guidance. Shares, however, are down 14% year to date as analysts worry about the headwinds faced by both the theme parks and direct-to-consumer streaming.
Even with the drop in shares, DIS semiannual payment of $0.75 equals a yield of just 1.5%.
I would not add any of these companies to my portfolio right now. But I will keep watching them as a way to follow the consumer dollar as the economy keeps traveling in two separate directions.
For more income, now and in the future,
Kelly Green
Originally published July 15, 2026
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Allspring Global Investments Holdings LLC lessened its position in Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 2.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 771,069 shares of the software maker’s stock after selling 22,656 shares during the period. Allspring Global Investments Holdings LLC owned about 0.06% of Shopify worth $91,387,000 at the end of the most recent quarter.
Other institutional investors also recently modified their holdings of the company. Kingdom Financial Group LLC. bought a new position in Shopify during the fourth quarter worth about $26,000. Curio Wealth LLC bought a new stake in Shopify in the fourth quarter valued at approximately $27,000. Mowery & Schoenfeld Wealth Management LLC acquired a new stake in shares of Shopify in the fourth quarter valued at approximately $29,000. Lloyd Advisory Services LLC. acquired a new stake in shares of Shopify in the fourth quarter valued at approximately $31,000. Finally, Lodestone Wealth Management LLC bought a new position in shares of Shopify during the 4th quarter worth approximately $31,000. 69.27% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes SHOP has been the topic of a number of recent analyst reports. Weiss Ratings lowered Shopify from a “hold (c)” rating to a “hold (c-)” rating in a report on Wednesday, May 6th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $170.00 price target on shares of Shopify in a report on Wednesday, May 6th. Zacks Research upgraded shares of Shopify from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. Susquehanna assumed coverage on shares of Shopify in a research report on Friday, July 10th. They issued a “neutral” rating on the stock. Finally, Citigroup cut shares of Shopify from a “market outperform” rating to a “neutral” rating in a research note on Friday, July 10th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $157.58.
Get Our Latest Stock Report on Shopify
Shopify Trading Down 1.2% Shares of NASDAQ SHOP opened at $123.56 on Friday. The company has a market cap of $160.34 billion, a price-to-earnings ratio of 122.34, a PEG ratio of 2.71 and a beta of 2.58. Shopify Inc. has a 12 month low of $94.00 and a 12 month high of $182.19. The stock has a 50-day moving average price of $112.47 and a two-hundred day moving average price of $123.66.
Shopify Company Profile (Free Report)
Shopify is a Canadian commerce technology company that provides a cloud-based platform for businesses to create, manage and scale online and physical retail stores. Its core offering is a software-as-a-service e-commerce platform that enables merchants to build customizable storefronts, manage product catalogs, process orders, and handle inventory. Shopify also supports omnichannel selling through integrated point-of-sale (POS) systems for in-person transactions.
Beyond storefront software, Shopify offers a range of merchant services and tools designed to simplify commerce operations.
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The big reason to buy Pfizer (PFE 0.22%) right now is its huge 7% dividend yield. To put that into perspective, the S&P 500 index (^GSPC 1.01%) yields a tiny 1%, and the average pharmaceutical stock yields 1.5%. The big risk with buying Pfizer for its outsize yield is that the dividend could be cut. Here's a look at the problem.
Pfizer's spending a lot of cash on its dividend In 2025, Pfizer paid roughly $9.8 billion in dividends. Through the first half of 2026, it paid roughly $4.8 billion. That's a total of $14.6 billion in dividends over the last six quarters. It is a lot of money going out the door at a time when the company needs cash to pay for other things.
Image source: Getty Images.
The most notable other thing this pharmaceutical giant is paying for right now is the research and development of new drugs. To be fair, drug companies are always spending on R&D. New drugs are granted time-limited patent protection, so there's a constant need to develop new drugs to replace older ones that are losing patent protection. When a patent expires, generic drugs enter the market and revenues from branded drugs tend to decline sharply.
Pfizer's problem is that several of its large drugs are set to lose patent protection. Oncology drug Ibrance loses patent protection in 2027, with cardiovascular drugs Eliquis and Vyndaqel set to lose patent protection in 2028. And Pfizer doesn't have any big new drugs lined up to replace them just yet. To be fair, patent expirations happen on a set schedule, but R&D does not. So this isn't a shocking development. Still, investors have to consider the risk posed to the dividend if new drugs don't arrive in time to offset the revenue hit from generic competition. Meanwhile, the company had a very public setback when it had to drop a GLP-1 drug candidate in 2025.
Pfizer has options and says the dividend is a priority Pfizer's trailing 12-month dividend payout ratio was over 130% at the end of the first quarter of 2026. That's a level that would worry most dividend investors. However, the financial impact of dividends isn't reported on the income statement; it is reported on the cash flow statement. If you compare dividends to cash flow using the cash dividend payout ratio, the figure is slightly more reassuring: 103%.
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It is important to note that companies can access cash in different ways. For example, Pfizer ended the first quarter with $1.7 billion in cash on its balance sheet and $11.3 billion in short-term investments. Put those two together, and Pfizer can support its dividend just from that for a few quarters. But it could also elect to take on additional debt, using the cash it raises to support the dividend. In other words, Pfizer has options.
The dividend, meanwhile, is paid at the discretion of the board of directors. Management has made it very clear that the dividend is a priority, stating in the first quarter slide deck that "maintain dividend" is a key long-term goal. Management wouldn't likely have said that if the board was seriously considering a dividend cut.
Pfizer: No dividend guarantees Pfizer's yield is so high because investors are worried about the safety of the dividend. Given the healthcare company's backdrop, that concern makes complete sense. From a business perspective, Pfizer's long and successful history suggests it will muddle through this rough patch in relative stride. For example, it quickly pivoted in the GLP-1 space and bought a company with a more promising drug candidate. Still, it isn't 100% clear that the dividend will survive.
Given the facts around the dividend, however, it seems likely that more aggressive dividend investors could end up big winners if they take on the risk of a dividend cut. Meanwhile, a realistic worst-case scenario would probably be a 50% dividend reduction. That would still leave the stock with an above-average yield, and such a cut appears to be already priced in. All in, the risk/reward balance may not be as bad as the out size yield suggests.
Cisco Systems (NASDAQ: CSCO) is set to pay its next quarterly dividend on July 22, 2026, providing shareholders with another cash distribution as the networking giant continues to benefit from strong AI-driven demand and enterprise infrastructure spending.
According to the dividend data, Cisco’s upcoming dividend payment is $0.42 per share, unchanged from the previous quarter.
Cisco dividend payment date. Source: Dividend.com The company currently offers a forward annual dividend of $1.68 per share and a dividend yield of approximately 1.53%.
Cisco dividend details. Source: Dividend.com For investors holding 100 shares of CSCO stock, the upcoming dividend payment will amount to $42 before applicable taxes.
On an annualized basis, an investor holding 100 Cisco shares would generate about $168 in dividend income, assuming the company maintains its current payout rate of $1.68 per share annually.
Notably, Cisco has increased its dividend for 14 consecutive years, highlighting its commitment to returning capital to shareholders.
The company pays dividends every quarter and currently maintains a forward payout ratio of 35.11%, leaving room for continued shareholder distributions while funding growth initiatives.
Cisco stock fundamentals The latest CSCO dividend payout comes as Cisco continues to post strong operational performance in 2026.
The company reported fiscal third-quarter revenue of $15.84 billion, up 12% year-over-year, while non-GAAP earnings per share reached $1.06.
AI infrastructure has emerged as a major growth driver for Cisco, with the company reporting $5.3 billion in AI-related orders year-to-date and raising its fiscal 2026 AI order target to $9 billion.
Despite concerns about valuation following a strong rally earlier in the year, analysts continue to view Cisco as a key beneficiary of ongoing investments in AI networking, data center infrastructure, and enterprise technology upgrades.
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Allspring Global Investments Holdings LLC trimmed its position in International Business Machines Corporation (NYSE:IBM – Free Report) by 15.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 292,200 shares of the technology company’s stock after selling 53,665 shares during the period. Allspring Global Investments Holdings LLC’s holdings in International Business Machines were worth $71,046,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Family CFO Inc acquired a new stake in shares of International Business Machines during the fourth quarter worth $25,000. Basepoint Wealth LLC purchased a new position in International Business Machines during the fourth quarter valued at approximately $25,000. Portus Wealth Advisors LLC acquired a new position in International Business Machines in the 1st quarter valued at approximately $26,000. Joseph Group Capital Management purchased a new stake in International Business Machines in the 4th quarter worth approximately $28,000. Finally, Cornerstone Financial Management LLC purchased a new stake in International Business Machines in the 4th quarter worth approximately $28,000. Institutional investors own 58.96% of the company’s stock.
Key Headlines Impacting International Business Machines Here are the key news stories impacting International Business Machines this week:
Positive Sentiment: IBM launched new Power server products aimed at automation, app modernization, and local AI inferencing, which could support its enterprise AI push over time. Positive Sentiment: JPMorgan kept an overweight rating on IBM even after cutting its price target to $250, indicating Wall Street still sees upside from current levels. Positive Sentiment: Some analysts say the stock’s sharp decline may have pushed it into oversold territory, which could attract bargain hunters if sentiment stabilizes. Neutral Sentiment: IBM heads into its July 22 earnings report with investors focused on whether the company can validate its AI and cloud momentum after the warning. Neutral Sentiment: Analysts at Zacks and others are debating whether the selloff is an opportunity or a sign to wait, reflecting uncertainty rather than a clear fundamental shift. Negative Sentiment: IBM’s preliminary Q2 miss and weak near-term outlook are the main reasons the stock is falling, as they suggest slower growth and margin pressure. Negative Sentiment: Multiple law firms have announced securities-fraud investigations after the plunge, which can keep negative headlines around the stock. Negative Sentiment: Analyst sentiment is turning more cautious, with some estimate reductions and technical warnings reinforcing bearish momentum. International Business Machines Trading Down 3.0% Shares of IBM opened at $212.54 on Friday. The stock’s fifty day simple moving average is $263.84 and its 200-day simple moving average is $263.58. The firm has a market capitalization of $199.76 billion, a PE ratio of 18.79, a price-to-earnings-growth ratio of 2.13 and a beta of 0.68. International Business Machines Corporation has a 12-month low of $204.44 and a 12-month high of $332.46. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75.
International Business Machines (NYSE:IBM – Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, beating the consensus estimate of $1.81 by $0.10. The business had revenue of $15.92 billion for the quarter, compared to analyst estimates of $15.60 billion. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. International Business Machines’s revenue was up 9.5% compared to the same quarter last year. During the same period in the prior year, the business posted $1.60 earnings per share. As a group, research analysts predict that International Business Machines Corporation will post 12.33 earnings per share for the current year.
International Business Machines Increases Dividend The company also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th were issued a dividend of $1.69 per share. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date was Friday, May 8th. This represents a $6.76 dividend on an annualized basis and a yield of 3.2%. International Business Machines’s dividend payout ratio is currently 59.77%.
Wall Street Analyst Weigh In Several equities analysts have recently commented on IBM shares. Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a report on Thursday. Citigroup reduced their price objective on shares of International Business Machines from $375.00 to $255.00 and set a “buy” rating for the company in a research note on Friday. Stifel Nicolaus set a $290.00 price objective on shares of International Business Machines in a report on Friday, May 22nd. Morgan Stanley increased their target price on shares of International Business Machines from $267.00 to $293.00 and gave the stock an “equal weight” rating in a research report on Tuesday. Finally, Wedbush set a $350.00 price target on International Business Machines in a research report on Tuesday, June 2nd. Fifteen equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $292.89.
Check Out Our Latest Analysis on IBM
About International Business Machines (Free Report)
International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.
IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.
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International Business Machines Corporation (NYSE:IBM – Get Free Report) dropped 3% during mid-day trading on Friday after Wall Street Zen downgraded the stock from a hold rating to a sell rating. The company traded as low as $210.22 and last traded at $212.54. 13,070,110 shares changed hands during trading, an increase of 62% from the average session volume of 8,048,274 shares. The stock had previously closed at $219.05.
Several other brokerages have also recently issued reports on IBM. Citigroup dropped their target price on International Business Machines from $375.00 to $255.00 and set a “buy” rating on the stock in a research report on Friday. DZ Bank upgraded International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 price objective for the company in a research note on Friday, April 24th. Jefferies Financial Group assumed coverage on International Business Machines in a research report on Tuesday, June 23rd. They set a “buy” rating on the stock. Wedbush set a $350.00 price target on shares of International Business Machines in a research report on Tuesday, June 2nd. Finally, HSBC set a $175.00 price target on shares of International Business Machines and gave the company a “reduce” rating in a report on Thursday. Fifteen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $292.89.
Read Our Latest Stock Report on International Business Machines
More International Business Machines News Here are the key news stories impacting International Business Machines this week:
Positive Sentiment: IBM launched new Power server products aimed at automation, app modernization, and local AI inferencing, which could support its enterprise AI push over time. Positive Sentiment: JPMorgan kept an overweight rating on IBM even after cutting its price target to $250, indicating Wall Street still sees upside from current levels. Positive Sentiment: Some analysts say the stock’s sharp decline may have pushed it into oversold territory, which could attract bargain hunters if sentiment stabilizes. Neutral Sentiment: IBM heads into its July 22 earnings report with investors focused on whether the company can validate its AI and cloud momentum after the warning. Neutral Sentiment: Analysts at Zacks and others are debating whether the selloff is an opportunity or a sign to wait, reflecting uncertainty rather than a clear fundamental shift. Negative Sentiment: IBM’s preliminary Q2 miss and weak near-term outlook are the main reasons the stock is falling, as they suggest slower growth and margin pressure. Negative Sentiment: Multiple law firms have announced securities-fraud investigations after the plunge, which can keep negative headlines around the stock. Negative Sentiment: Analyst sentiment is turning more cautious, with some estimate reductions and technical warnings reinforcing bearish momentum. Institutional Investors Weigh In On International Business Machines Several institutional investors and hedge funds have recently made changes to their positions in IBM. Family CFO Inc acquired a new stake in International Business Machines during the 4th quarter worth about $25,000. Basepoint Wealth LLC acquired a new position in shares of International Business Machines in the fourth quarter valued at about $25,000. Portus Wealth Advisors LLC purchased a new position in shares of International Business Machines in the first quarter worth about $26,000. Joseph Group Capital Management acquired a new stake in shares of International Business Machines during the fourth quarter worth about $28,000. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of International Business Machines during the fourth quarter worth about $28,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.
International Business Machines Trading Down 3.0% The stock has a 50-day moving average of $263.84 and a 200 day moving average of $263.58. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75. The stock has a market cap of $199.76 billion, a PE ratio of 18.79, a price-to-earnings-growth ratio of 2.13 and a beta of 0.68.
International Business Machines (NYSE:IBM – Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, beating the consensus estimate of $1.81 by $0.10. The business had revenue of $15.92 billion during the quarter, compared to analysts’ expectations of $15.60 billion. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The business’s quarterly revenue was up 9.5% compared to the same quarter last year. During the same period in the previous year, the business posted $1.60 EPS. As a group, sell-side analysts anticipate that International Business Machines Corporation will post 12.33 earnings per share for the current year.
International Business Machines Increases Dividend The firm also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 8th were given a dividend of $1.69 per share. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date was Friday, May 8th. International Business Machines’s payout ratio is presently 59.77%.
About International Business Machines (Get Free Report)
International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.
IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.
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Last week, International Business Machines (IBM 2.98%), better known as IBM, pre-announced its second-quarter revenue and earnings. To put it mildly, it was not well received by investors.
On the day of the earnings pre-announcement, IBM shares fell by 25%. That's its worst single-day performance since Black Monday in 1987.
To be fair, IBM's announcement was certainly bad news from a short-term perspective. But it doesn't dramatically change my long-term thesis with the stock, and I'm planning to use this opportunity to add to my position. Here's exactly what IBM revealed from its second quarter numbers, what we don't know yet, and why I'm buying more shares on the dip.
Image source: Getty Images.
The numbers were ugly I won't sugar-coat it. IBM's preliminary third-quarter numbers were pretty bad. The company said revenue would come in at $17.2 billion, versus nearly $17.9 billion that analysts had expected. On the bottom line, adjusted EPS of $2.93 also fell short of the $3.02 consensus estimate.
Now. Those numbers were bad, but not enough to warrant a 25% decline on their own. The real story is how CEO Arvind Krishna explained it. He said that in the last couple of weeks of June, IBM's enterprise customers quickly redirected spending toward memory chips, servers, and other hardware in anticipation of price increases and supply constraints. This caused budgets for IBM's software and consulting to drop sharply. IBM's infrastructure, consulting, and software revenue all came in weaker than expected.
On one hand, this frames IBM's products and services as somewhat discretionary. But on the other hand, there's a big difference between falling demand and "customers are delaying their spending with us." Demand didn't vanish -- it simply got reprioritized due to the memory chip shortage.
Krishna said that IBM didn't do a great job in anticipating the shift, and he's right. But IBM's disappointing software and consulting revenue should come back in later quarters as the supply and demand dynamics in memory and other hardware start to come back to equilibrium.
Why I'm buying more To be sure, there's a lot we don't know. IBM didn't pre-release its entire earnings report, just a few key numbers and an explanation. We don't yet know IBM's bookings, which are indicative of future revenue. Optimism about IBM's stock price has been fueled more by the growing AI business book than by current realized revenue.
After the decline, IBM's stock is trading for about 17 times earnings, and it has a 3.2% dividend yield that is well-covered by the company's cash flow. The AI tailwinds that have caused bookings to grow exponentially in recent quarters haven't changed -- only spending priorities have, and temporarily. IBM's early leadership in quantum computing and the future potential of that side of the business are still intact.
In a nutshell, everything I liked about IBM from the perspective of a 5+ year time horizon still applies. And now I can buy shares at a discount.
Allspring Global Investments Holdings LLC reduced its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 25.5% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 672,535 shares of the company’s stock after selling 229,771 shares during the period. Allspring Global Investments Holdings LLC’s holdings in Merck & Co., Inc. were worth $81,269,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank bought a new position in Merck & Co., Inc. during the fourth quarter worth $3,997,933,000. Wellington Management Group LLP lifted its stake in shares of Merck & Co., Inc. by 14.8% in the fourth quarter. Wellington Management Group LLP now owns 86,435,458 shares of the company’s stock valued at $9,098,196,000 after buying an additional 11,156,354 shares during the period. Cardano Risk Management B.V. bought a new stake in shares of Merck & Co., Inc. in the fourth quarter valued at about $1,012,530,000. Jennison Associates LLC bought a new stake in shares of Merck & Co., Inc. in the fourth quarter valued at about $585,192,000. Finally, Price T Rowe Associates Inc. MD grew its position in Merck & Co., Inc. by 37.9% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,753,390 shares of the company’s stock worth $1,973,983,000 after buying an additional 5,152,069 shares in the last quarter. 76.07% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades A number of research analysts recently commented on MRK shares. Morgan Stanley upped their target price on Merck & Co., Inc. from $112.00 to $113.00 and gave the company an “equal weight” rating in a research note on Thursday, July 9th. UBS Group boosted their price target on shares of Merck & Co., Inc. from $130.00 to $145.00 and gave the company a “buy” rating in a report on Monday, April 13th. CICC Research started coverage on shares of Merck & Co., Inc. in a research note on Wednesday, June 24th. They issued an “outperform” rating and a $138.00 price objective for the company. BMO Capital Markets raised their price objective on shares of Merck & Co., Inc. from $135.00 to $142.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. Finally, Bank of America lifted their target price on shares of Merck & Co., Inc. from $130.00 to $141.00 and gave the company a “buy” rating in a research report on Tuesday, June 30th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $133.94.
Read Our Latest Stock Analysis on MRK
Merck & Co., Inc. Price Performance MRK opened at $127.47 on Friday. Merck & Co., Inc. has a one year low of $76.66 and a one year high of $131.74. The company has a debt-to-equity ratio of 1.02, a current ratio of 1.30 and a quick ratio of 1.06. The company’s 50 day simple moving average is $120.11 and its 200-day simple moving average is $116.94. The stock has a market capitalization of $314.83 billion, a P/E ratio of 35.91, a price-to-earnings-growth ratio of 4.40 and a beta of 0.19.
Merck & Co., Inc. (NYSE:MRK – Get Free Report) last released its earnings results on Thursday, April 30th. The company reported ($1.28) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($1.47) by $0.19. Merck & Co., Inc. had a net margin of 13.59% and a return on equity of 27.55%. The company had revenue of $16.29 billion for the quarter, compared to the consensus estimate of $15.85 billion. During the same period in the prior year, the company posted $2.22 EPS. The company’s revenue was up 4.9% compared to the same quarter last year. Merck & Co., Inc. has set its FY 2026 guidance at 5.040-5.160 EPS. Sell-side analysts anticipate that Merck & Co., Inc. will post 3.17 earnings per share for the current fiscal year.
Merck & Co., Inc. Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 8th. Shareholders of record on Monday, June 15th were issued a dividend of $0.85 per share. The ex-dividend date was Monday, June 15th. This represents a $3.40 annualized dividend and a yield of 2.7%. Merck & Co., Inc.’s payout ratio is currently 95.77%.
Merck & Co., Inc. News Roundup Here are the key news stories impacting Merck & Co., Inc. this week:
Positive Sentiment: The FDA approval of LIPFENDRA gives Merck its first oral PCSK9 inhibitor, opening a new revenue stream in cardiovascular care and strengthening its non-oncology portfolio. Reuters article on FDA approval Positive Sentiment: Analysts highlighted continued oncology pipeline progress, including FDA acceptance of multiple regulatory filings and Merck’s broader effort to offset the eventual 2028 Keytruda patent cliff. Seeking Alpha article on pipeline expansion Neutral Sentiment: Coverage also noted that Lipfendra’s launch is expected soon and that the drug could become a major product over time, though sales will depend on uptake, pricing, and competition from existing cholesterol therapies. Zacks article on Lipfendra launch Neutral Sentiment: There was also a rumor that Merck may be in a takeover battle for genomics company Personalis, but this appears speculative and is not confirmed. Yahoo Finance article on Personalis rumor Merck & Co., Inc. Profile (Free Report)
Merck & Co, Inc is a global biopharmaceutical company engaged in the discovery, development, manufacture and marketing of prescription medicines, vaccines, biologic therapies and animal health products. Its portfolio spans multiple therapeutic areas with a particular emphasis on oncology, vaccines and infectious disease, as well as therapies for metabolic and chronic conditions. Among its well-known products are the cancer immunotherapy Keytruda (pembrolizumab) and the human papillomavirus vaccine Gardasil; the company also markets a range of medicines and vaccines for veterinary use through Merck Animal Health.
Founded in the late 19th century as the U.S.
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Allspring Global Investments Holdings LLC grew its position in Chord Energy Corporation (NASDAQ:CHRD – Free Report) by 1.0% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 734,416 shares of the company’s stock after buying an additional 7,250 shares during the period. Allspring Global Investments Holdings LLC owned approximately 1.30% of Chord Energy worth $100,586,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Blue Trust Inc. raised its holdings in shares of Chord Energy by 22.2% during the first quarter. Blue Trust Inc. now owns 463 shares of the company’s stock valued at $66,000 after purchasing an additional 84 shares during the last quarter. SBI Securities Co. Ltd. lifted its holdings in Chord Energy by 16.5% in the fourth quarter. SBI Securities Co. Ltd. now owns 797 shares of the company’s stock valued at $74,000 after acquiring an additional 113 shares during the period. WealthCollab LLC boosted its position in Chord Energy by 90.6% in the second quarter. WealthCollab LLC now owns 305 shares of the company’s stock worth $30,000 after purchasing an additional 145 shares during the last quarter. Root Financial Partners LLC boosted its position in Chord Energy by 178.6% in the first quarter. Root Financial Partners LLC now owns 234 shares of the company’s stock worth $33,000 after purchasing an additional 150 shares during the last quarter. Finally, Madison Asset Management LLC grew its stake in shares of Chord Energy by 0.6% during the 4th quarter. Madison Asset Management LLC now owns 24,950 shares of the company’s stock valued at $2,313,000 after purchasing an additional 160 shares during the period. 97.76% of the stock is owned by institutional investors.
Insider Buying and Selling at Chord Energy In related news, COO Darrin J. Henke sold 1,276 shares of the company’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $145.97, for a total transaction of $186,257.72. Following the completion of the sale, the chief operating officer directly owned 21,157 shares in the company, valued at $3,088,287.29. This represents a 5.69% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director Douglas E. Brooks sold 3,500 shares of the firm’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $136.71, for a total value of $478,485.00. Following the sale, the director directly owned 20,205 shares in the company, valued at approximately $2,762,225.55. The trade was a 14.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 9,276 shares of company stock valued at $1,285,968. Corporate insiders own 0.79% of the company’s stock.
Chord Energy Price Performance Shares of CHRD stock opened at $128.10 on Friday. The company has a market capitalization of $7.21 billion, a P/E ratio of -113.36 and a beta of 0.49. The company’s 50-day simple moving average is $130.12 and its two-hundred day simple moving average is $120.85. Chord Energy Corporation has a one year low of $84.25 and a one year high of $151.95. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.02 and a quick ratio of 0.96.
Chord Energy (NASDAQ:CHRD – Get Free Report) last issued its earnings results on Tuesday, May 5th. The company reported $4.56 earnings per share for the quarter, beating analysts’ consensus estimates of $3.51 by $1.05. Chord Energy had a positive return on equity of 7.06% and a negative net margin of 1.25%.The business had revenue of $1.67 billion during the quarter, compared to analyst estimates of $1.21 billion. During the same period in the previous year, the company posted $4.04 EPS. Chord Energy’s revenue was up 37.1% on a year-over-year basis. As a group, equities analysts anticipate that Chord Energy Corporation will post 18.32 EPS for the current year.
Chord Energy Announces Dividend The business also recently declared a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Wednesday, May 20th were issued a $1.30 dividend. The ex-dividend date was Wednesday, May 20th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 4.1%. Chord Energy’s dividend payout ratio (DPR) is currently -460.18%.
Wall Street Analysts Forecast Growth Several brokerages recently issued reports on CHRD. Wall Street Zen lowered shares of Chord Energy from a “strong-buy” rating to a “buy” rating in a research report on Saturday, June 27th. BMO Capital Markets reiterated an “outperform” rating on shares of Chord Energy in a research note on Monday, June 29th. Mizuho boosted their price objective on shares of Chord Energy from $164.00 to $175.00 and gave the company an “outperform” rating in a research report on Wednesday, May 27th. Citigroup decreased their target price on Chord Energy from $155.00 to $130.00 and set a “neutral” rating on the stock in a report on Friday, July 10th. Finally, Morgan Stanley cut their price target on Chord Energy from $175.00 to $169.00 and set an “overweight” rating for the company in a report on Monday, June 29th. Eleven investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $152.38.
Check Out Our Latest Stock Analysis on Chord Energy
About Chord Energy (Free Report)
Chord Energy Corporation (NASDAQ: CHRD), formerly known as Oasis Petroleum Inc, is an independent exploration and production company focused on the acquisition, development and production of crude oil, natural gas and natural gas liquids. Headquartered in Houston, Texas, Chord Energy emerged from financial restructuring in early 2021 and rebranded in October 2022 to reflect its renewed strategic vision.
The company’s core operations are concentrated in two prolific U.S. resource plays: the Williston Basin across North Dakota and Montana, and the Delaware Basin spanning parts of West Texas and southeastern New Mexico.
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Allspring Global Investments Holdings LLC increased its position in shares of Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) by 2.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 538,236 shares of the mining company’s stock after acquiring an additional 12,157 shares during the period. Allspring Global Investments Holdings LLC owned about 0.11% of Agnico Eagle Mines worth $110,509,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also recently bought and sold shares of AEM. Acumen Wealth Advisors LLC acquired a new stake in Agnico Eagle Mines in the fourth quarter valued at approximately $26,000. Abound Wealth Management raised its holdings in Agnico Eagle Mines by 99.0% during the fourth quarter. Abound Wealth Management now owns 209 shares of the mining company’s stock valued at $35,000 after buying an additional 104 shares in the last quarter. Lodestone Wealth Management LLC acquired a new stake in shares of Agnico Eagle Mines in the fourth quarter worth about $35,000. Jessup Wealth Management Inc acquired a new stake in shares of Agnico Eagle Mines in the fourth quarter worth about $35,000. Finally, Bangor Savings Bank bought a new stake in shares of Agnico Eagle Mines during the 4th quarter worth about $37,000. Institutional investors and hedge funds own 68.34% of the company’s stock.
Agnico Eagle Mines Trading Down 0.3% Shares of AEM opened at $136.89 on Friday. The company has a debt-to-equity ratio of 0.01, a quick ratio of 2.18 and a current ratio of 3.15. The company has a market cap of $69.48 billion, a price-to-earnings ratio of 12.87, a PEG ratio of 1.81 and a beta of 0.60. The stock has a fifty day moving average price of $165.41 and a two-hundred day moving average price of $191.42. Agnico Eagle Mines Limited has a 52-week low of $117.65 and a 52-week high of $255.24.
Agnico Eagle Mines (NYSE:AEM – Get Free Report) (TSE:AEM) last issued its quarterly earnings data on Thursday, April 30th. The mining company reported $3.40 EPS for the quarter, topping analysts’ consensus estimates of $3.19 by $0.21. Agnico Eagle Mines had a net margin of 39.46% and a return on equity of 21.09%. The firm had revenue of $4 billion for the quarter, compared to analyst estimates of $3.96 billion. During the same quarter in the prior year, the firm earned $1.53 EPS. The company’s revenue was up 66.1% on a year-over-year basis. Analysts predict that Agnico Eagle Mines Limited will post 12.39 EPS for the current fiscal year.
Analysts Set New Price Targets A number of research analysts have recently commented on AEM shares. Bank of America lowered their price objective on Agnico Eagle Mines from $302.00 to $240.00 and set a “buy” rating on the stock in a report on Thursday, July 9th. JPMorgan Chase & Co. upped their target price on Agnico Eagle Mines from $220.00 to $222.00 and gave the stock a “neutral” rating in a research report on Monday, May 4th. Wall Street Zen downgraded Agnico Eagle Mines from a “buy” rating to a “hold” rating in a report on Sunday, July 12th. Scotiabank dropped their price target on shares of Agnico Eagle Mines from $278.00 to $260.00 and set a “sector outperform” rating on the stock in a research report on Tuesday. Finally, Canadian Imperial Bank of Commerce set a $285.00 price objective on shares of Agnico Eagle Mines in a research note on Thursday. Twelve research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Agnico Eagle Mines has an average rating of “Moderate Buy” and an average price target of $233.62.
Check Out Our Latest Stock Report on Agnico Eagle Mines
Agnico Eagle Mines Company Profile (Free Report)
Agnico Eagle Mines Limited (NYSE: AEM) is a Canadian-based senior gold producer headquartered in Toronto, Ontario. The company is principally engaged in the exploration, development, production and reclamation of gold-bearing properties. Agnico Eagle pursues both greenfield and brownfield exploration to expand its resource base and operates a portfolio of producing mines and development projects to generate long-life gold production.
Its core business activities span the full mining lifecycle: grassroots and advanced-stage exploration, prefeasibility and feasibility studies, mine construction, underground and open-pit mining, ore processing and metal recovery, and post-mining reclamation and closure.
Recommended Stories Five stocks we like better than Agnico Eagle Mines AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident GE Aerospace Faces a Prove-It Moment in Q2 Earnings Want to see what other hedge funds are holding AEM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM).
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Allspring Global Investments Holdings LLC increased its stake in shares of Kinross Gold Corporation (NYSE:KGC – Free Report) (TSE:K) by 3.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,882,483 shares of the mining company’s stock after buying an additional 97,000 shares during the period. Allspring Global Investments Holdings LLC owned 0.24% of Kinross Gold worth $88,143,000 at the end of the most recent quarter.
A number of other hedge funds have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its holdings in Kinross Gold by 0.3% during the 4th quarter. Vanguard Group Inc. now owns 50,887,386 shares of the mining company’s stock worth $1,433,345,000 after buying an additional 148,845 shares in the last quarter. Boston Partners increased its stake in shares of Kinross Gold by 1.6% in the 3rd quarter. Boston Partners now owns 45,120,345 shares of the mining company’s stock valued at $1,133,463,000 after buying an additional 707,498 shares during the period. FIL Ltd raised its position in shares of Kinross Gold by 4.8% during the fourth quarter. FIL Ltd now owns 29,146,959 shares of the mining company’s stock worth $820,969,000 after acquiring an additional 1,326,833 shares during the last quarter. Norges Bank bought a new stake in shares of Kinross Gold during the fourth quarter worth $518,656,000. Finally, Man Group plc lifted its stake in shares of Kinross Gold by 47.8% during the second quarter. Man Group plc now owns 16,739,969 shares of the mining company’s stock valued at $261,646,000 after acquiring an additional 5,411,491 shares during the period. Institutional investors own 63.69% of the company’s stock.
Wall Street Analyst Weigh In Several brokerages have weighed in on KGC. Weiss Ratings cut Kinross Gold from a “buy (b+)” rating to a “buy (b)” rating in a report on Wednesday, June 3rd. Jefferies Financial Group lowered their price target on shares of Kinross Gold from $41.00 to $38.00 and set a “buy” rating for the company in a research report on Monday, July 6th. Scotiabank dropped their price target on shares of Kinross Gold from $45.00 to $41.00 and set a “sector outperform” rating for the company in a research note on Tuesday. ATB Cormark Capital Markets upgraded shares of Kinross Gold from a “hold” rating to a “moderate buy” rating in a report on Friday, May 1st. Finally, UBS Group reduced their price objective on shares of Kinross Gold from $38.00 to $30.00 and set a “buy” rating on the stock in a research note on Tuesday, June 30th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $37.31.
Read Our Latest Research Report on KGC
Kinross Gold Price Performance NYSE KGC opened at $22.61 on Friday. The firm’s 50 day moving average is $26.47 and its 200-day moving average is $30.34. The company has a quick ratio of 1.83, a current ratio of 2.84 and a debt-to-equity ratio of 0.08. The company has a market capitalization of $26.82 billion, a PE ratio of 9.58, a price-to-earnings-growth ratio of 0.60 and a beta of 0.78. Kinross Gold Corporation has a 12-month low of $15.29 and a 12-month high of $39.11.
Kinross Gold (NYSE:KGC – Get Free Report) (TSE:K) last announced its earnings results on Wednesday, April 29th. The mining company reported $0.71 EPS for the quarter, topping the consensus estimate of $0.68 by $0.03. Kinross Gold had a net margin of 35.99% and a return on equity of 32.47%. The business had revenue of $2.37 billion during the quarter, compared to analysts’ expectations of $2.38 billion. During the same quarter in the prior year, the company posted $0.30 earnings per share. The firm’s revenue was up 60.8% on a year-over-year basis. Equities research analysts anticipate that Kinross Gold Corporation will post 2.7 earnings per share for the current fiscal year.
Kinross Gold Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Thursday, June 4th. Investors of record on Thursday, May 21st were given a dividend of $0.04 per share. The ex-dividend date of this dividend was Thursday, May 21st. This represents a $0.16 annualized dividend and a yield of 0.7%. Kinross Gold’s dividend payout ratio is 6.78%.
Kinross Gold Company Profile (Free Report)
Kinross Gold Corporation (NYSE: KGC) is a Toronto-based precious metals mining company primarily focused on the exploration, development and production of gold, with silver recovered as a by-product at some operations. The company’s activities span the full mining lifecycle, including discovery and resource delineation, mine construction and operation, ore processing, and eventual site reclamation and closure. Kinross sells refined gold produced at its processing facilities and manages associated logistics and processing arrangements to deliver metal to market.
Kinross operates a portfolio of producing mines and development projects across multiple regions, with a significant presence in the Americas and West Africa.
Further Reading Five stocks we like better than Kinross Gold AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident GE Aerospace Faces a Prove-It Moment in Q2 Earnings
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NextEra Energy (NEE 0.62%) is already a very large company, with a market cap of $185 billion. With its planned acquisition of Dominion Energy (D 0.91%), a $60 billion market cap competitor, NextEra is looking to get even bigger. The increased scale should help NextEra compete as electricity demand rises, thanks to new technologies such as artificial intelligence, data centers, and electric cars. Here's why the combined company's $59 billion in capital spending will be a big growth driver.
The electricity market is changing in a big way Between 2005 and 2025, electricity demand increased by 10%. Between 2025 and 2045, however, demand is expected to increase by 60%. That's a step change in an industry historically known for slow growth. NextEra, already one of the world's largest utilities, sees an opportunity to leverage scale.
Image source: Getty Images.
Acquiring Dominion will give it greater access to capital markets and provide a more diverse set of investment opportunities by expanding NextEra's regulated utility reach well beyond its home state of Florida. Dominion operates in North Carolina, South Carolina, and Virginia. Notably, Virginia is home to one of the world's most important data center markets, allowing NextEra to lean into this key growth sector.
NextEra has two ways to benefit NextEra's regulated utilities must have their capital spending plans and rates approved by the government. So slow and steady is the norm, but given the expected increase in electricity demand, growth is likely to speed up. Meanwhile, NextEra also operates one of the world's largest contract solar and wind power businesses. That business sells power at market rates, providing an additional growth boost and operating outside the regulated framework. Dominion will increase the company's scale on both sides of the equation, with capital spending across the entire business expected to hit a massive $59 billion per year.
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That spending is expected to support annualized earnings growth of around 9% or more. Without the transaction, NextEra was projecting earnings growth of 8%. A one percentage point increase in growth may not seem material, but it represents an over 12% increase in the growth rate. That's a notable uptick.
Paying dividends in more ways than one Basically, NextEra Energy's bold new capital investment plans, if they work out as hoped, will clearly pay dividends for investors on the growth front. And those plans will also allow the company to maintain its decades-long streak of annual dividend increases. If you are a dividend growth investor, NextEra's 2.7% yield and plan for annual dividend growth of around 6% should probably put this industry giant on your radar.
Deere & Company (NYSE:DE – Get Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the twenty-three ratings firms that are covering the firm, Marketbeat Ratings reports. Nine analysts have rated the stock with a hold rating and fourteen have given a buy rating to the company. The average 12 month target price among brokerages that have covered the stock in the last year is $642.9750.
Several equities research analysts have recently commented on DE shares. Barclays upped their target price on Deere & Company from $530.00 to $640.00 and gave the company an “overweight” rating in a report on Tuesday, March 31st. Jefferies Financial Group raised shares of Deere & Company from an “underperform” rating to a “hold” rating and set a $550.00 price objective for the company in a research note on Wednesday, April 8th. Truist Financial upped their price objective on shares of Deere & Company from $759.00 to $812.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. Royal Bank Of Canada reiterated an “outperform” rating and issued a $752.00 target price on shares of Deere & Company in a report on Monday, June 1st. Finally, Citigroup lifted their target price on shares of Deere & Company from $575.00 to $610.00 and gave the stock a “neutral” rating in a research report on Tuesday.
View Our Latest Stock Analysis on DE
Deere & Company Stock Down 0.2% DE stock opened at $597.56 on Friday. Deere & Company has a 12 month low of $433.00 and a 12 month high of $674.19. The firm has a 50 day simple moving average of $582.55 and a 200 day simple moving average of $571.31. The firm has a market cap of $161.31 billion, a PE ratio of 33.86, a P/E/G ratio of 2.22 and a beta of 0.89. The company has a debt-to-equity ratio of 1.54, a current ratio of 2.18 and a quick ratio of 1.95.
Deere & Company (NYSE:DE – Get Free Report) last released its quarterly earnings data on Thursday, May 21st. The industrial products company reported $6.55 earnings per share for the quarter, topping the consensus estimate of $5.70 by $0.85. The business had revenue of $13.37 billion during the quarter, compared to analyst estimates of $11.55 billion. Deere & Company had a return on equity of 18.25% and a net margin of 10.09%.The company’s revenue was up 5.4% compared to the same quarter last year. During the same period last year, the company posted $6.64 EPS. Equities research analysts forecast that Deere & Company will post 18.13 earnings per share for the current fiscal year.
Deere & Company Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 10th. Investors of record on Tuesday, June 30th will be paid a $1.62 dividend. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $6.48 dividend on an annualized basis and a yield of 1.1%. Deere & Company’s dividend payout ratio (DPR) is currently 36.71%.
Institutional Trading of Deere & Company Several large investors have recently added to or reduced their stakes in the company. Portus Wealth Advisors LLC purchased a new position in shares of Deere & Company during the first quarter valued at $32,000. Key Capital Management INC purchased a new stake in Deere & Company in the 4th quarter worth about $27,000. Timmons Wealth Management LLC acquired a new stake in Deere & Company during the 4th quarter worth about $29,000. McIlrath & Eck LLC acquired a new stake in Deere & Company during the 4th quarter worth about $30,000. Finally, Wealth Watch Advisors INC purchased a new position in Deere & Company during the 3rd quarter valued at about $32,000. 68.58% of the stock is owned by institutional investors and hedge funds.
Deere & Company News Roundup Here are the key news stories impacting Deere & Company this week:
Positive Sentiment: DA Davidson reiterated a buy rating on Deere & Company and lifted its price target to $685, signaling continued analyst confidence in upside potential. Benzinga Neutral Sentiment: Deere was highlighted in broader agriculture and industrial stock roundups, keeping investor attention on the company as a key name in the farm equipment sector. Best Agriculture Stocks To Watch Now – July 14th Neutral Sentiment: Erste Group Bank slightly lowered its FY2027 EPS forecast for Deere, which is a minor cautionary note but not a major change to longer-term earnings expectations. MarketBeat report on Deere EPS estimate cut Negative Sentiment: Deere also remains tied to a broader industrial-sector backdrop that has lagged the market recently, which can weigh on sentiment toward cyclical names. 1 Industrials Stock to Target This Week and 2 We Find Risky Deere & Company Company Profile (Get Free Report)
Deere & Company, commonly known by its brand John Deere, is a global manufacturer of agricultural, construction and forestry machinery, as well as turf care equipment and power systems. Founded in 1837 by blacksmith John Deere—who developed a polished steel plow to improve tillage in tough prairie soils—the company is headquartered in Moline, Illinois, and has grown into one of the largest and most recognizable names in equipment manufacturing worldwide.
The company’s principal businesses include a broad portfolio of agricultural equipment such as tractors, combines, planters, sprayers, harvesters and tillage implements, complemented by precision agriculture technologies and telematics that support farm management, yield optimization and equipment connectivity.
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Federal Realty Investment Trust (FRT +0.53%) is the only real estate investment trust (REIT) that's a Dividend King, which means it has raised its dividend annually for at least 50 years. It's an exclusive cadre of stocks that are hyper reliable.
The REIT just raised its dividend for the 58th time consecutively. If you invest $10,000 in the stock, how much can you actually make in passive income annually?
Image source: Getty Images.
Federal Realty is one of the oldest REITs on the market, and with 58 years of consecutive dividend increases, it has a proven track record of providing passive income for investors. The company owns 102 mixed-use properties focused on retail in affluent areas, and it generates growth through higher lease rates and new properties.
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At the current price, the dividend yields a high 3.7%, which is very attractive, especially for a Dividend King. Dividend Kings are prized for their dependable passive income, but their yields aren't always high.
A $10,000 investment gets investors 81 shares at the current price, and Federal Realty's dividend pays $1.13 per share quarterly, or $4.52 per share annually. That's only $366.12 in annual dividend payouts, which underscores why it's so important to save and invest over time. Ten thousand dollars invested in a dividend stock isn't anywhere near enough to support a retiree, but an investment in Federal Realty Trust can be an excellent component of a larger retirement portfolio.
Jennifer Saibil has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
I'm a dividend investor with a value bias, so I prefer to buy historically well-run companies while they are out of favor on Wall Street. Buying stocks that everybody seems to love isn't something I usually do. Which is why I would buy United Parcel Services (UPS +0.46%) over Caterpillar (CAT +0.35%) today. Here's a deeper dive into my thinking.
What's wrong with UPS? United Parcel Services is one of a small number of large package delivery companies. This is a capital-intensive business that requires a vast distribution network and impressive logistics skills. It would be difficult for a new competitor to simply start from scratch. For example, Amazon (AMZN 0.91%) has been building out its own distribution business for years, yet it still uses UPS' services.
Image source: Getty Images.
That said, UPS has been around for a long time. The industrial giant needed to modernize its operations to incorporate the latest technology and trim inefficiencies that had accumulated over the years. This is exactly what it has been doing, while, at the same time, refocusing on the company's most profitable business lines. The process basically involved high up-front costs while revenues were falling, because the company was moving away from high-volume, low-profit-margin business (such as delivering packages for Amazon).
However, signs of progress are apparent. The company's revenue per piece in the U.S. market has been improving even as overall U.S. revenue has been falling. That is management's goal, and management believes 2026 will be the inflection point for the business, with the second half expected to be stronger than the first.
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But Wall Street is in a show-me mood, with the stock still offering a historically high 5.8% yield and the price-to-sales and price-to-book value ratios below their five-year averages. The price-to-earnings ratio is above the five-year average, but earnings are being depressed by the turnaround right now, so that doesn't worry me. UPS looks like an attractive, high-yield value, with the turnaround effort nearing completion.
Caterpillar is doing great and priced for perfection Catperillar's earth-moving equipment and power products are hot commodities today. First-quarter 2026 revenue rose 22% year over year, while adjusted earnings increased 30%. The company's backlog is at record levels. It is hitting on all cylinders.
However, there's a small problem: valuation. The stock's 0.7% dividend yield is near historical lows. And its P/S, P/E, and P/B ratios are all more than twice their five-year averages. The stock is very expensive right now and, arguably, is priced for perfection. If the business were to slow down, fickle investors would likely dump the stock.
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Part of the problem is that Caterpillar has gotten caught up in the hype around artificial intelligence infrastructure. Cat certainly has a place in the AI discussion, with its machinery needed for construction and its power products offering off-grid power. But given the lofty share price, it would be hard for me, an income investor with a value bias, to justify buying the stock at this price.
Long-term investors have to stick to their plan Caterpillar is a great company that is executing very well today. I'm not trying to knock the business in any way. But paying too much for a great company can turn it into a bad investment. A $1,000 investment today would only get you one share of Cat's stock.
UPS, on the other hand, has a strong industry position and a great history. It is also nearing the end of an important business overhaul, yet it seems to me that Wall Street isn't giving it enough credit for its success. If you think long-term, you can pick up eight shares for $1k, getting an attractive yield while you wait for investors to catch on to the unfolding turnaround story.
Allspring Global Investments Holdings LLC increased its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 25.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 103,141 shares of the retailer’s stock after purchasing an additional 21,150 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in Costco Wholesale were worth $102,787,000 at the end of the most recent quarter.
A number of other large investors have also bought and sold shares of COST. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in shares of Costco Wholesale during the fourth quarter worth $27,000. Lifetime Wealth Management P.C. purchased a new stake in shares of Costco Wholesale in the fourth quarter worth $28,000. Mcguire Capital Advisors Inc. purchased a new stake in shares of Costco Wholesale in the fourth quarter worth $28,000. Entrust Financial LLC bought a new position in Costco Wholesale in the 4th quarter worth about $31,000. Finally, Joseph Group Capital Management purchased a new stake in shares of Costco Wholesale in the 4th quarter valued at about $33,000. 68.48% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In Several equities research analysts have issued reports on the company. DA Davidson reaffirmed a “neutral” rating and set a $1,000.00 price target on shares of Costco Wholesale in a research note on Thursday, June 4th. Weiss Ratings lowered shares of Costco Wholesale from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, June 23rd. BTIG Research reissued a “buy” rating and issued a $1,125.00 price target on shares of Costco Wholesale in a research note on Friday, May 29th. Telsey Advisory Group upped their price target on shares of Costco Wholesale from $1,125.00 to $1,135.00 and gave the company an “outperform” rating in a research report on Thursday, April 9th. Finally, JPMorgan Chase & Co. reduced their price target on Costco Wholesale from $1,110.00 to $1,100.00 and set an “overweight” rating on the stock in a research report on Thursday, July 9th. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Costco Wholesale presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,059.07.
Get Our Latest Stock Report on Costco Wholesale
Costco Wholesale Stock Down 0.5% COST opened at $940.87 on Friday. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,096.50. The firm’s 50 day simple moving average is $975.73 and its two-hundred day simple moving average is $977.54. The company has a current ratio of 1.07, a quick ratio of 0.61 and a debt-to-equity ratio of 0.17. The company has a market capitalization of $417.26 billion, a PE ratio of 47.33, a PEG ratio of 4.58 and a beta of 0.88.
Costco Wholesale (NASDAQ:COST – Get Free Report) last announced its quarterly earnings data on Thursday, May 28th. The retailer reported $4.93 EPS for the quarter, missing the consensus estimate of $4.94 by ($0.01). Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. The firm had revenue of $70.53 billion for the quarter, compared to the consensus estimate of $70.12 billion. During the same quarter in the previous year, the business earned $4.28 earnings per share. As a group, equities analysts forecast that Costco Wholesale Corporation will post 20.39 EPS for the current year.
Costco Wholesale Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Friday, July 24th will be issued a $1.47 dividend. The ex-dividend date is Friday, July 24th. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s payout ratio is 29.58%.
Insider Buying and Selling at Costco Wholesale In other news, Director Kenneth D. Denman sold 885 shares of the firm’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total value of $847,343.25. Following the completion of the sale, the director owned 4,779 shares in the company, valued at approximately $4,575,653.55. This trade represents a 15.62% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.10% of the company’s stock.
Costco Wholesale News Roundup Here are the key news stories impacting Costco Wholesale this week:
Positive Sentiment: Erste Group Bank raised its FY2026 EPS estimate for Costco to $20.52 from $20.49, slightly above the Street consensus of $20.38, suggesting analysts still see modest earnings upside. Earnings forecast boost article Positive Sentiment: Costco remains a favorite dividend name, with its next ex-dividend date set for July 24, which may attract income-focused investors ahead of the payout. Dividend article Neutral Sentiment: A profile of a longtime Costco cashier who became a millionaire highlights the company’s employee retention and compensation culture, but it is unlikely to materially affect near-term fundamentals. Employee profile article Neutral Sentiment: Several local news items about new warehouses, gas stations, and remodels point to ongoing store expansion and reinvestment, but they are not major stock-moving catalysts by themselves. Negative Sentiment: MarketBeat said Costco’s June sales showed cooling comparable sales and weak international results, keeping the stock in “neutral” territory despite its premium valuation. Cooling comp sales article Negative Sentiment: Additional commentary from Zacks and Yahoo Finance argued Costco shares still look expensive after a strong multi-year run, reinforcing valuation concerns that can weigh on the stock. Valuation debate article Costco Wholesale Profile (Free Report)
Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.
Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.
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Allspring Global Investments Holdings LLC boosted its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 0.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 441,647 shares of the company’s stock after purchasing an additional 2,169 shares during the period. Allspring Global Investments Holdings LLC’s holdings in AbbVie were worth $94,945,000 at the end of the most recent reporting period.
Other hedge funds also recently modified their holdings of the company. Litman Gregory Wealth Management LLC purchased a new stake in shares of AbbVie in the fourth quarter worth approximately $28,000. Imprint Wealth LLC grew its position in AbbVie by 56.2% during the fourth quarter. Imprint Wealth LLC now owns 125 shares of the company’s stock valued at $29,000 after purchasing an additional 45 shares in the last quarter. Westend Capital Management LLC purchased a new position in AbbVie during the fourth quarter valued at approximately $29,000. IFC & Insurance Marketing Inc. acquired a new position in AbbVie in the 4th quarter valued at approximately $31,000. Finally, Legacy Wealth Managment LLC ID lifted its position in AbbVie by 115.9% in the 4th quarter. Legacy Wealth Managment LLC ID now owns 136 shares of the company’s stock worth $31,000 after buying an additional 73 shares in the last quarter. Hedge funds and other institutional investors own 70.23% of the company’s stock.
AbbVie Price Performance AbbVie stock opened at $254.53 on Friday. AbbVie Inc. has a fifty-two week low of $184.63 and a fifty-two week high of $261.64. The firm has a fifty day moving average price of $229.80 and a two-hundred day moving average price of $221.94. The firm has a market cap of $449.70 billion, a price-to-earnings ratio of 125.38, a P/E/G ratio of 0.84 and a beta of 0.30.
AbbVie (NYSE:ABBV – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The company reported $2.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.59 by $0.06. AbbVie had a negative return on equity of 576.45% and a net margin of 5.79%.The company had revenue of $15 billion for the quarter, compared to the consensus estimate of $14.72 billion. During the same period last year, the business posted $2.46 earnings per share. The firm’s revenue was up 12.4% compared to the same quarter last year. As a group, sell-side analysts expect that AbbVie Inc. will post 14.16 earnings per share for the current year.
AbbVie Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Wednesday, July 15th will be paid a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a yield of 2.7%. The ex-dividend date is Wednesday, July 15th. AbbVie’s dividend payout ratio is presently 340.89%.
Analyst Upgrades and Downgrades ABBV has been the topic of several research analyst reports. Cantor Fitzgerald boosted their price target on shares of AbbVie from $240.00 to $265.00 and gave the company an “overweight” rating in a report on Monday, July 6th. Citigroup increased their price objective on AbbVie from $230.00 to $260.00 and gave the stock a “neutral” rating in a report on Wednesday. Canaccord Genuity Group lifted their price objective on AbbVie from $265.00 to $273.00 and gave the company a “buy” rating in a research report on Tuesday, June 23rd. Bank of America boosted their target price on AbbVie from $234.00 to $276.00 and gave the company a “buy” rating in a research note on Friday, July 10th. Finally, HSBC reaffirmed a “buy” rating and issued a $300.00 target price on shares of AbbVie in a research report on Monday, July 6th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $267.67.
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AbbVie News Summary Here are the key news stories impacting AbbVie this week:
Positive Sentiment: AbbVie’s Allergan Aesthetics unit won European Commission approval for Boey® (trenibotulinumtoxinE), a new facial injectable for glabellar lines. The approval gives AbbVie a differentiated aesthetics product in all 30 EEA countries and could add another growth driver to offset Humira-related declines. Article Title Positive Sentiment: Investors are also focusing on AbbVie’s neuroscience franchise and other newer product catalysts, with analysts expecting solid Q2 growth and continued momentum from brands such as Vyalev, RINVOQ, and SKYRIZI ahead of earnings. Article Title Positive Sentiment: Brokerage sentiment remains constructive, with recent coverage showing a “Moderate Buy” consensus and multiple price-target increases in July, reinforcing confidence in AbbVie’s long-term pipeline and earnings outlook. Article Title Neutral Sentiment: Erste Group slightly lowered its FY2026 EPS estimate for AbbVie to $14.08 from $14.23, though the new estimate remains close to the consensus of $14.18 and is not a major deviation. Article Title AbbVie Profile (Free Report)
AbbVie is a global, research-driven biopharmaceutical company that was created as a spin-off from Abbott Laboratories in 2013 and is headquartered in North Chicago, Illinois. The company focuses on discovering, developing and commercializing therapies for complex and often chronic medical conditions. Its operations span research and development, manufacturing, regulatory affairs and commercialization, with an emphasis on bringing specialty medicines to market across multiple therapeutic areas.
AbbVie’s product portfolio and pipeline cover several major therapeutic categories, including immunology, oncology, neuroscience, virology and women’s health.
See Also Five stocks we like better than AbbVie AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident GE Aerospace Faces a Prove-It Moment in Q2 Earnings Want to see what other hedge funds are holding ABBV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for AbbVie Inc. (NYSE:ABBV – Free Report).
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Allspring Global Investments Holdings LLC grew its stake in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 5.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,095,654 shares of the biopharmaceutical company’s stock after acquiring an additional 57,224 shares during the quarter. Allspring Global Investments Holdings LLC owned about 0.05% of Bristol Myers Squibb worth $67,635,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also modified their holdings of the company. Norges Bank bought a new position in shares of Bristol Myers Squibb in the fourth quarter worth approximately $1,947,272,000. AQR Capital Management LLC lifted its holdings in Bristol Myers Squibb by 172.6% in the 4th quarter. AQR Capital Management LLC now owns 25,796,905 shares of the biopharmaceutical company’s stock worth $1,391,485,000 after purchasing an additional 16,332,924 shares in the last quarter. Bank of New York Mellon Corp boosted its stake in Bristol Myers Squibb by 47.0% in the 4th quarter. Bank of New York Mellon Corp now owns 24,495,875 shares of the biopharmaceutical company’s stock worth $1,321,308,000 after purchasing an additional 7,837,485 shares during the period. Geode Capital Management LLC grew its holdings in Bristol Myers Squibb by 13.1% during the 4th quarter. Geode Capital Management LLC now owns 52,638,346 shares of the biopharmaceutical company’s stock valued at $2,837,026,000 after buying an additional 6,084,046 shares in the last quarter. Finally, Man Group plc grew its holdings in Bristol Myers Squibb by 280.4% during the 2nd quarter. Man Group plc now owns 7,465,845 shares of the biopharmaceutical company’s stock valued at $345,594,000 after buying an additional 5,503,391 shares in the last quarter. Institutional investors own 76.41% of the company’s stock.
Analyst Upgrades and Downgrades Several brokerages have weighed in on BMY. Guggenheim reissued a “buy” rating and set a $72.00 price objective on shares of Bristol Myers Squibb in a research note on Wednesday, April 8th. Wall Street Zen raised shares of Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a research report on Saturday, June 27th. Cantor Fitzgerald reissued a “neutral” rating and issued a $54.00 price objective on shares of Bristol Myers Squibb in a report on Monday, July 6th. Citigroup restated a “neutral” rating on shares of Bristol Myers Squibb in a research note on Friday, May 1st. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Bristol Myers Squibb in a report on Thursday, July 2nd. Eight equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Bristol Myers Squibb has an average rating of “Hold” and a consensus price target of $61.25.
Get Our Latest Research Report on Bristol Myers Squibb
Bristol Myers Squibb Trading Up 0.3% Shares of BMY stock opened at $60.71 on Friday. The firm’s 50 day moving average price is $57.02 and its two-hundred day moving average price is $57.78. The stock has a market cap of $123.97 billion, a price-to-earnings ratio of 17.05, a price-to-earnings-growth ratio of 0.17 and a beta of 0.23. The company has a quick ratio of 1.28, a current ratio of 1.42 and a debt-to-equity ratio of 2.10. Bristol Myers Squibb Company has a fifty-two week low of $42.52 and a fifty-two week high of $62.89.
Bristol Myers Squibb (NYSE:BMY – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share for the quarter, beating analysts’ consensus estimates of $1.42 by $0.16. The business had revenue of $11.49 billion during the quarter, compared to analyst estimates of $10.93 billion. Bristol Myers Squibb had a net margin of 15.01% and a return on equity of 64.87%. The business’s revenue was up 2.6% on a year-over-year basis. During the same period last year, the business earned $1.80 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. On average, analysts anticipate that Bristol Myers Squibb Company will post 6.34 EPS for the current year.
Bristol Myers Squibb Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Thursday, July 2nd will be issued a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 4.2%. The ex-dividend date is Thursday, July 2nd. Bristol Myers Squibb’s payout ratio is presently 70.79%.
Key Bristol Myers Squibb News Here are the key news stories impacting Bristol Myers Squibb this week:
Positive Sentiment: The FDA accepted Bristol Myers Squibb’s NDA for mezigdomide in relapsed/refractory multiple myeloma, a meaningful regulatory step that could strengthen the company’s oncology pipeline and future revenue prospects. Bristol Myers Squibb (BMY) Wins FDA Review For Mezigdomide In Multiple Myeloma Positive Sentiment: Unusual options activity showed traders buying a notably higher-than-average number of call options, suggesting some investors are positioning for additional upside in BMY. Positive Sentiment: Recent commentary highlighted Bristol Myers Squibb as a strong value stock, reinforcing the view that the shares may still look attractive on valuation grounds. Here’s Why Bristol Myers Squibb (BMY) is a Strong Value Stock Neutral Sentiment: Brokerage coverage continues to point to a “Hold” consensus, indicating analysts are not broadly turning more bullish or bearish on the stock. Bristol Myers Squibb Company (NYSE:BMY) Receives Consensus Rating of “Hold” from Brokerages Neutral Sentiment: Erste Group slightly lowered its FY2027 EPS estimate to $6.10 from $6.12, but the change is modest and still near consensus, so it is unlikely to be a major near-term driver by itself. Negative Sentiment: The small downward revision to longer-term earnings expectations may indicate some caution around Bristol Myers Squibb’s post-2026 growth trajectory, which could limit enthusiasm if investors focus on future profitability. Bristol Myers Squibb Company Profile (Free Report)
Bristol Myers Squibb is a global biopharmaceutical company headquartered in Princeton, New Jersey, focused on discovering, developing and delivering medicines for serious diseases. The company’s core activities include research and development, clinical development, manufacturing and commercialization of prescription pharmaceuticals across multiple therapeutic areas. BMS concentrates on advancing therapies in oncology, hematology, immunology, cardiovascular disease and specialty areas through both small molecules and biologics.
BMS’s marketed portfolio and late‑stage pipeline reflect a strong emphasis on cancer and immune‑mediated conditions.
Featured Articles Five stocks we like better than Bristol Myers Squibb AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident GE Aerospace Faces a Prove-It Moment in Q2 Earnings Want to see what other hedge funds are holding BMY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Bristol Myers Squibb Company (NYSE:BMY – Free Report).
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Allspring Global Investments Holdings LLC boosted its holdings in shares of PDD Holdings Inc. Sponsored ADR (NASDAQ:PDD – Free Report) by 23.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 685,841 shares of the company’s stock after buying an additional 129,148 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in PDD were worth $69,805,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Norges Bank bought a new position in shares of PDD in the fourth quarter worth approximately $1,065,446,000. Assenagon Asset Management S.A. increased its holdings in PDD by 305.8% in the 4th quarter. Assenagon Asset Management S.A. now owns 6,728,909 shares of the company’s stock valued at $762,991,000 after acquiring an additional 5,070,827 shares during the last quarter. Himalaya Capital Management LLC purchased a new stake in PDD in the 2nd quarter worth $482,273,000. Dodge & Cox bought a new stake in shares of PDD in the fourth quarter worth about $503,429,000. Finally, Orbis Allan Gray Ltd boosted its stake in PDD by 135.6% during the second quarter. Orbis Allan Gray Ltd now owns 5,647,728 shares of the company’s stock valued at $591,091,000 after buying an additional 3,250,416 shares during the last quarter. 39.83% of the stock is owned by hedge funds and other institutional investors.
PDD Trading Down 2.9% NASDAQ PDD opened at $84.14 on Friday. PDD Holdings Inc. Sponsored ADR has a 12-month low of $71.94 and a 12-month high of $139.41. The firm’s fifty day simple moving average is $85.72 and its two-hundred day simple moving average is $97.72. The firm has a market capitalization of $119.76 billion and a P/E ratio of 9.09.
PDD (NASDAQ:PDD – Get Free Report) last posted its quarterly earnings data on Wednesday, May 27th. The company reported $1.38 earnings per share for the quarter, missing analysts’ consensus estimates of $2.40 by ($1.02). PDD had a return on equity of 24.32% and a net margin of 21.86%.The business had revenue of $15.41 billion during the quarter, compared to analyst estimates of $15.92 billion. During the same period in the previous year, the business earned $1.57 EPS. The firm’s revenue for the quarter was up 11.0% compared to the same quarter last year. As a group, sell-side analysts predict that PDD Holdings Inc. Sponsored ADR will post 9.7 earnings per share for the current fiscal year.
Analyst Ratings Changes PDD has been the topic of a number of research reports. Sanford C. Bernstein reduced their price objective on PDD from $132.00 to $110.00 and set a “market perform” rating on the stock in a research note on Wednesday, May 27th. Jefferies Financial Group restated a “buy” rating on shares of PDD in a research report on Wednesday, May 27th. Barclays downgraded shares of PDD from an “overweight” rating to an “equal weight” rating and reduced their target price for the stock from $165.00 to $89.00 in a report on Thursday, May 28th. Citigroup lowered their price target on shares of PDD from $142.00 to $123.00 and set a “buy” rating for the company in a report on Wednesday, May 27th. Finally, BNP Paribas Exane initiated coverage on PDD in a research note on Monday, June 15th. They set an “underperform” rating and a $89.00 price objective on the stock. Seven equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $124.64.
Check Out Our Latest Report on PDD
PDD Company Profile (Free Report)
PDD (NASDAQ: PDD) is the holding company best known for operating Pinduoduo, a China-based, mobile-first e-commerce platform that emphasizes interactive, social shopping and group-buying mechanics to drive user engagement and low prices. Founded in 2015 by entrepreneur Colin Huang, the business has grown by connecting consumers directly with merchants and manufacturers, with particular emphasis on value-oriented goods and fresh agricultural produce. The company is based in Shanghai and completed a U.S.
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Building a position with limited capital gets harder every year as index leaders trade at three and four-figure prices. That makes sub-$50 names with real fundamentals more valuable, not less. Three U.S.-listed stocks stand out this month: all trade below $50, all posted double-digit revenue growth in their latest quarters, and all carry constructive Wall Street consensus. Two are digital banks scaling profitability, and one is a visual-search platform whose AI ad engine is finally showing up in the numbers.
Here is the case for each, along with the caveat that keeps them cheap.
SoFi Technologies SoFi Technologies (NASDAQ:SOFI | SOFI Price Prediction) traded around $16.84 on Friday, July 17, well off its 52-week high of $32.73 and down 38.66% year to date. That drawdown is exactly what makes the setup interesting. The underlying franchise is accelerating.
In Q1 2026, SoFi delivered revenue of $1.10 billion, up 6.1% year over year and beating consensus by 4.87%, with EPS of $0.12 in line with estimates. GAAP net income of $166.7 million more than doubled year over year, and loan originations set a record at $12.18 billion, up 68%. Members grew 35%, with 43% of new products coming from existing members, a cross-buy signal that most digital challengers still cannot match. Deposits sit at $40.24 billion and now fund over 90% of liabilities, driving cost of funds down 48 basis points.
CEO Anthony Noto framed the quarter this way: “We had an excellent Q1 delivering another quarter of durable growth and strong returns, fueled by our relentless focus on innovation and brand building.” Full-year guidance calls for adjusted revenue near $4.655 billion and adjusted EPS around $0.60. Analyst consensus target sits at $20.58.
The caveat: the Technology Platform segment fell 27% on a large client departure, and personal loan charge-offs climbed to 3.03%. The stock also carries a forward P/E of 31, which prices in continued execution.
Nu Holdings Nu Holdings (NYSE:NU), the Latin American digital bank behind Nubank, traded around $13.60 on July 17, down 20.12% year to date but up 5.47% over the past month. The pullback has compressed the multiple on one of the fastest-growing banks in the world.
Q1 2026 revenue reached $4.97 billion, up 57.9% year over year, with net income of $871.4 million and an adjusted ROE of 31%. The customer base hit 135 million, monthly ARPAC climbed to $15.90, and the efficiency ratio improved to 17.6% from 21.4%. Mexico reached breakeven with 15 million customers, and management sees digital challengers capturing 35% of the $15-17 trillion global banking revenue pool by 2030. A planned US market entry adds long-tail optionality, with management targeting less than 100 basis points of annual efficiency ratio drag in 2026 and 2027.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Nu Holdings didn't make the cut. Grab the names FREE today.
Valuation is where NU differentiates from most hypergrowth names. Forward P/E sits at 19, PEG at 0.81, and the consensus target is $17.91 against a Strong Buy-tilted rating mix (6 Strong Buy, 13 Buy, 2 Hold).
The caveat: Q1 revenue missed consensus by 1.82%, credit loss allowance jumped 72% year over year to $1.79 billion, risk-adjusted NIM compressed to 9.5% from 10.5%, and BRL/MXN/COP volatility can distort reported results.
Pinterest Pinterest (NYSE:PINS) traded at $22.29 on Friday, down 16.08% year to date but up 9.48% in the past month as the AI ad thesis regains footing. The setup pairs a beaten-down chart with clear operating momentum.
Q1 2026 revenue crossed $1.01 billion, up 17.8% and beating consensus by 4.07%. Non-GAAP EPS of $0.27 beat the $0.2165 estimate by 24.71%. Global MAUs reached 631 million, the tenth consecutive quarter of double-digit user growth, and Rest of World revenue surged 59% with Europe up 27%. CEO Bill Ready said the platform is “building an AI-powered ads platform that delivers performance for advertisers.” Q2 guidance calls for revenue of $1.133 billion to $1.153 billion.
Forward P/E of 13 against mid-teens revenue growth is the cleanest valuation story of the three, with a consensus target of $27.78. For readers screening momentum-adjacent names off deep drawdowns, our research team has put together The Breakout Buyer’s Rulebook.
The caveat: Pinterest reported a $73.6 million GAAP net loss on restructuring charges and heavy share-based compensation of $231.45 million, cash fell from $969 million to $378 million after a nearly $2 billion buyback, and securities class action lawsuits tied to prior tariff-related ad disclosures remain unresolved.
The Investment Thesis All three names sit well under $50 and each offers a distinct thesis: SoFi as a scaling digital bank inflecting on profits, Nu as a global consumer-finance compounder and Pinterest as an AI-ad turnaround with international monetization tailwinds. The chart weakness is the entry, and the caveats are what keep the valuations reasonable.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Nu Holdings didn't make the cut. Grab the names FREE today.
Dan Jedda, CFO & COO of Roku, Inc. (ROKU +0.48%), sold shares of Class A Common Stock on July 15, 2026, as disclosed in a recent SEC Form 4 filing.
Transaction summaryMetricValueShares sold (direct)7,000Transaction value~$993,300Post-transaction shares (directly held)72,963Post-transaction value$10.46 millionTransaction value based on SEC Form 4 weighted average sale price ($141.90); post-transaction value based on July 15, 2026 market close ($143.32).
Key questionsHow was the transaction structured and what was its impact?
The sale of 7,000 shares was conducted under a Rule 10b5-1 trading plan, which allows insiders to schedule trades in advance to manage personal liquidity and equity exposure. This disposition reduced Dan Jedda's direct equity position by 9%, leaving him with 72,963 shares of Class A Common Stock held directly.What is the valuation context for the remaining equity stake?
The executive's remaining direct position is valued at $10.46 million based on the July 15, 2026 market close of $143.32. The sale occurred at $141.90 per share, following a 12-month period where shares of the company yielded a 61% total return as of the transaction date.What is the current operational and financial profile of Roku?
Roku operates a streaming television platform that reported 60.1 million active user accounts as of December 31, 2021, serving as a significant gateway for television content and sports. The company currently maintains a market capitalization of $21.3 billion and generated $5.0 billion in revenue and $201.5 million in net income over the trailing twelve months ending July 15, 2026.Company OverviewMetricValueShare Price (as of market close 2026-07-15)$143.32Market Capitalization$21.2 billionRevenue (TTM)$5.0 billionNet Income (TTM)$201.5 millionCompany SnapshotRoku operates a comprehensive streaming television platform that enables users to discover and access diverse content including films, television series, live broadcasts, news, and sports programming, generating revenue through platform advertising, subscription services, and player hardware sales.The company operates a dual-segment business model comprising its Platform segment, which monetizes user engagement through advertising and content partnerships, and its Player segment, which generates revenue from the sale of Roku-branded streaming devices.Roku serves a broad consumer market of television viewers seeking streaming entertainment solutions, as well as content providers, advertisers, and media companies seeking to reach cord-cutting audiences through its platform infrastructure.Roku, Inc. is a leading streaming television platform operator with a substantial market presence, commanding a $21.3 billion market capitalization and generating $5.0 billion in TTM revenue across its integrated platform and player segments. The company has established a competitive advantage through its expansive user base of millions of active accounts and its ability to aggregate diverse content offerings while providing targeted advertising solutions to media partners. Roku's strategic positioning in the secular shift toward streaming entertainment and away from traditional cable television provides a foundation for sustained growth in the evolving media consumption landscape.
What this transaction means for investorsJedda’s sale of Roku stock seems intriguing, given the upcoming buyout by Fox Corporation.
Admittedly, as a Rule 10b5-1 sale, it appears to be a planned sale designed to manage liquidity and equity exposure, so it bears no obvious relation to the state of the stock or the upcoming merger. Moreover, the fact that the sale amounted to 9% of his shares seems to support the assertion that he sold shares for personal reasons.
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Nonetheless, the sale could be a hedge for Jedda. Fox agreed to buy the entertainment stock for $160 per share, and the sale is expected to close in the first half of 2027. However, Jedda sold those shares at a weighted average price of $141.90 per share, an 11% discount to the buyout price.
The deal must go through regulatory approval, which can be an uncertain process. If the deal does not go through, Roku could fall back to the pre-announcement price, which was just below $120 per share. Thus, by sellling some shares, Jedda locks in some gains regardless of whether the merger actually occurs.
Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Roku. The Motley Fool has a disclosure policy.
When Micron (MU +0.04%) debuted as a public company in 1984, it wasn't the only U.S. company making DRAM (dynamic random access memory). But in the years that followed, the other domestic chipmakers in that memory niche got out of it. Soon, though South Korea-based competitors remained, Micron was the only company in this space trading on U.S. exchanges.
That changed this month.
After a secondary listing of American depositary receipts (ADR) on the Nasdaq Exchange on July 10, SK Hynix (SKHY +0.48%) is now giving U.S. investors another stock to pick to capitalize on the memory market, a point that is particularly notable given data centers' currently insatiable demand for high bandwidth memory (HBM). With that in mind, should chip stock investors shift their focus to SK Hynix or stay with Micron?
Image source: The Motley Fool.
The case for SK Hynix When one looks at SK Hynix's market position, one can easily understand why this new stock offering is welcome. For one thing, it has just formed a partnership with Nvidia. This should give SK Hynix a clear advantage, as sales of its HBM chips will benefit from their integration with the hardware of the dominant player in the AI accelerator market.
Moreover, SK Hynix was the first company to produce HBM, beginning production in 2013, and it's still the largest producer. Today, it controls 56% of the HBM market on which Nvidia depends.
However, the memory chip market is also the most volatile part of the semiconductor industry. For now, memory makers can command premium pricing as demand for their offerings far outstrips what they can supply. However, they are all working to expand their production capacity. Eventually, supply should catch up to -- and likely exceed -- demand, sapping the companies' pricing power. In previous cycles, that has led to memory stocks experiencing steep sell-offs. Under those circumstances, SK Hynix's leading market share could work against it.
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Fortunately, the market is unlikely to see a glut of memory chips for some time. Amid the current shortage, SK Hynix's revenue rose 199% year over year in Q1. That followed a 47% increase in 2025. Also, its Q1 net income was $26.5 billion, a 397% year-over-year gain.
Despite that massive growth, it trades at a P/E ratio of 24. Admittedly, the historical volatility in the industry may make investors hesitant, especially those with little appetite for risk. Still, with no slowdown in sight for the AI infrastructure build-out that is powering memory demand, SK Hynix is in an enviable position.
Why investors might still prefer Micron stock Despite SK Hynix's positive attributes and higher market share, investors should not count out Micron. Considering its 42-year trading history, its longtime investors know well the attributes and the challenges that come with Micron and its industry.
Also, since Micron is based in the U.S., investors can own its shares directly rather than through an ADR. Although SK Hynix's shares are likely safe, the ADR arrangement means one owns shares in a holding company tied to SK Hynix rather than owning a part of the company itself. That factor might give Micron an advantage in the minds of some investors.
Still, Micron is behind the curve in other respects. It did not begin making HBM until 2021, which explains its smaller market share. Also, while Micron is a key Nvidia supplier, it has not built a strategically integrated partnership with the GPU maker in the way that SK Hynix has.
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However, Micron continues to benefit tremendously from the memory chip shortage. In its fiscal 2026 third quarter (which ended May 28), revenue rose by 346% year over year, well above its 202% growth across the first nine months of the fiscal year. Also, its net income for fiscal Q3 increased by almost 15-fold.
Despite those gains, Micron's P/E ratio is 20, a seemingly low valuation that's tempered by the industry's history of volatility. Like with SK Hynix, investors who have limited risk tolerance should avoid Micron. But those who are OK with some volatility could still add it to their portfolios.
Ultimately, an investor who wants to choose just one of these stocks should probably lean toward SK Hynix.
Micron offers U.S. investors a long track record and a lower valuation, and in recent years, it has delivered outsize growth. Thus, investors have little reason to sell their existing Micron shares unless they anticipate an industry downturn.
Nonetheless, SK Hynix is the market leader in HBM. Also, thanks to its alliance with Nvidia, it is more likely to hold a durable competitive advantage in this volatile market. Such attributes indicate that investors are likely better off putting new money to work in SK Hynix stock.
Allspring Global Investments Holdings LLC lowered its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 5.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 137,212 shares of the medical equipment provider’s stock after selling 8,356 shares during the period. Allspring Global Investments Holdings LLC’s holdings in Intuitive Surgical were worth $63,728,000 as of its most recent filing with the SEC.
A number of other large investors also recently added to or reduced their stakes in the business. Independent Financial Group LLC purchased a new stake in Intuitive Surgical during the first quarter valued at about $3,947,000. Aware Super Pty Ltd as trustee of Aware Super purchased a new position in shares of Intuitive Surgical in the first quarter worth about $15,226,000. W.G. Shaheen & Associates DBA Whitney & Co increased its holdings in shares of Intuitive Surgical by 1.0% in the first quarter. W.G. Shaheen & Associates DBA Whitney & Co now owns 2,542 shares of the medical equipment provider’s stock worth $1,172,000 after buying an additional 25 shares during the period. Evergreen Advisors LLC bought a new stake in shares of Intuitive Surgical in the 1st quarter valued at about $35,000. Finally, Wealthfront Advisers LLC lifted its stake in shares of Intuitive Surgical by 3.7% in the 1st quarter. Wealthfront Advisers LLC now owns 47,988 shares of the medical equipment provider’s stock valued at $22,122,000 after acquiring an additional 1,732 shares during the last quarter. Hedge funds and other institutional investors own 83.64% of the company’s stock.
Analyst Ratings Changes Several equities analysts recently issued reports on ISRG shares. Sanford C. Bernstein reduced their price target on Intuitive Surgical from $750.00 to $685.00 and set an “outperform” rating on the stock in a research report on Friday. Piper Sandler reiterated an “overweight” rating and issued a $470.00 price objective (down from $580.00) on shares of Intuitive Surgical in a research report on Friday. Weiss Ratings reissued a “hold (c)” rating on shares of Intuitive Surgical in a research note on Tuesday, May 19th. Bank of America cut their target price on shares of Intuitive Surgical from $520.00 to $515.00 in a report on Friday, June 12th. Finally, Robert W. Baird decreased their target price on shares of Intuitive Surgical from $525.00 to $500.00 and set an “outperform” rating on the stock in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $523.46.
Get Our Latest Research Report on ISRG
Insider Activity In related news, SVP Iman Jeddi sold 5,625 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $420.55, for a total transaction of $2,365,593.75. Following the transaction, the senior vice president owned 6,463 shares in the company, valued at $2,718,014.65. This represents a 46.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy L. Ladd sold 119 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $463.50, for a total transaction of $55,156.50. Following the completion of the sale, the director owned 120 shares in the company, valued at $55,620. This represents a 49.79% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 7,169 shares of company stock valued at $3,059,135 in the last 90 days. 0.60% of the stock is currently owned by insiders.
Intuitive Surgical Price Performance Shares of NASDAQ:ISRG opened at $345.42 on Friday. The company has a market cap of $122.33 billion, a P/E ratio of 39.57, a PEG ratio of 3.27 and a beta of 1.46. Intuitive Surgical, Inc. has a 1 year low of $344.55 and a 1 year high of $603.88. The stock’s fifty day moving average price is $415.28 and its 200-day moving average price is $467.88.
Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The medical equipment provider reported $2.50 EPS for the quarter, topping the consensus estimate of $2.08 by $0.42. Intuitive Surgical had a return on equity of 17.09% and a net margin of 28.45%.The company had revenue of $2.77 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same period last year, the company earned $1.81 EPS. Intuitive Surgical’s revenue for the quarter was up 23.0% on a year-over-year basis. On average, sell-side analysts anticipate that Intuitive Surgical, Inc. will post 8.57 earnings per share for the current year.
Key Stories Impacting Intuitive Surgical Here are the key news stories impacting Intuitive Surgical this week:
Positive Sentiment: Intuitive Surgical reported stronger-than-expected Q2 revenue and earnings, helped by solid demand for its da Vinci robotic surgery systems and continued adoption of its products. Reuters article Positive Sentiment: The company still reported healthy procedure growth overall, with worldwide procedures rising and placements of robotic systems remaining strong, which supports the long-term investment case. Yahoo Finance article Neutral Sentiment: Several analysts lowered price targets after the report, but most kept bullish ratings such as overweight, buy, or outperform, suggesting Wall Street still sees meaningful upside despite the near-term pullback. Benzinga article Negative Sentiment: Management did not raise its forecast for procedure growth, and investors reacted badly to slower U.S. procedure growth and a cautious full-year outlook. Benzinga article Negative Sentiment: Reuters also noted concerns that changes to some insurance plans could reduce demand, adding to worries about slower U.S. growth and a softer near-term procedure trajectory. Reuters article About Intuitive Surgical (Free Report)
Intuitive Surgical, founded in 1995 and headquartered in Sunnyvale, California, is a medical technology company focused on the design, manufacture and service of robotic-assisted surgical systems. The company is best known for its da Vinci surgical systems, which enable minimally invasive procedures by translating a surgeon’s hand movements into finer, scaled motions of small instruments inside the patient. Intuitive’s business centers on supplying hospitals and surgical centers with systems, instruments and related technologies that aim to improve precision, visualization and control in the operating room.
In addition to its core surgical platforms, Intuitive markets a portfolio of reusable and disposable instruments, accessories, and proprietary software, and provides training, servicing and clinical support to its customers.
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Intuitive Surgical (NASDAQ:ISRG) reported a solid second quarter of 2026, with management pointing to continued global adoption of its da Vinci, da Vinci SP and Ion platforms, even as U.S. procedure growth moderated and China remained challenging.
Chief Executive Officer Dave Rosa said total procedures increased 16% in the quarter, driven by 15% growth in da Vinci procedures and 36% growth in Ion procedures. The installed base of da Vinci and Ion systems rose 12% and 21%, respectively, and the company ended the quarter with nearly 13,000 systems installed worldwide.
“Our performance in Q2 was solid,” Rosa said. “We saw continued global adoption across our MultiPort, da Vinci SP, and Ion platforms and steady execution by our teams.”
Revenue rises 19% as recurring revenue remains dominant Chief Financial Officer Jamie Samath said second-quarter revenue increased 19% year over year to $2.89 billion, or 18% on a constant-currency basis. Recurring revenue rose 19% to $2.47 billion and represented 85% of total revenue.
Non-GAAP operating margin was 42%, and non-GAAP earnings per share increased 28% from the prior year to $2.80. Non-GAAP net income was $1 billion, compared with $798 million a year earlier. On a GAAP basis, net income was $818 million, or $2.29 per share, compared with $658 million, or $1.81 per share, in the second quarter of last year.
Samath said the quarter’s results included a $36 million pre-tax benefit tied to the refund of previously paid IEEPA tariffs. Non-GAAP gross margin was 70%, or 68.7% excluding that tariff refund benefit, compared with 67.9% in the prior-year period.
The company ended the quarter with $8.6 billion in cash and investments, up from $8 billion in the prior quarter. Samath said the increase was driven by operating cash flow, partly offset by $379 million in stock repurchases and $112 million in capital expenditures. Free cash flow for the first half of 2026 was $1.8 billion, up 71% from the first six months of 2025.
U.S. procedure growth slows, international markets expand In the U.S., da Vinci procedure growth was 12%, led by general surgery, while after-hours procedures increased 26%. Rosa said U.S. growth moderated from recent trends and from the company’s expectations at the start of the year, particularly in procedures that can be deferred.
“In our customer conversations, some have said that changes in patient coverage and premium dynamics may be affecting when patients seek care and move forward with treatment,” Rosa said. Samath added that customer feedback suggested a “modest adverse impact” on U.S. da Vinci procedure growth from patients affected by the expiration of subsidies for ACA enhanced premiums.
Samath also said U.S. da Vinci bariatric cases continued to be affected by rising GLP-1 usage, declining in the high single digits during the quarter.
Outside the U.S., da Vinci procedure growth was 20%. Rosa said Europe and Asia each grew 20%, while rest-of-world markets increased 22%. Samath highlighted strong results in India, Italy, Taiwan and the U.K., as well as solid growth in distributor markets and Germany. He said procedure growth in China and Japan was slightly ahead of the global average but continued to be affected by market-specific dynamics.
Capital placements rise on demand for newer platforms Intuitive placed 468 da Vinci systems in the quarter, up from 395 in the year-ago period. Of those placements, 246 were da Vinci 5 systems, including 114 dual consoles. The da Vinci 5 installed base is now just over 1,700 systems, used by more than 15,000 surgeons since launch, Samath said.
The company also placed 55 Ion systems, compared with 54 last year. Systems revenue increased 19% to $685 million.
U.S. da Vinci placements rose 24% to 267 systems, driven by adoption of and upgrades to da Vinci 5. Samath said almost all of the increase in U.S. placements came from trade-in activity, reflecting customer interest in upgrading. The company also placed 27 systems at ambulatory surgery centers, a level Samath described as significantly higher than Intuitive’s history. Twenty of those 27 placements were XiR systems.
Outside the U.S., Intuitive placed 201 systems, up 12% from last year. Placements included 75 systems in Asia, 79 in Europe and 47 in rest-of-world markets. In China, the company placed two systems, including its first da Vinci 5 system in Hong Kong. Samath noted that da Vinci 5 is not cleared in mainland China.
Rosa said adoption of da Vinci XiR is increasing, especially in more cost-constrained countries outside the U.S. and in U.S. ambulatory surgery centers. He said XiR expands access where a customer’s procedure mix and economics align with the capabilities and cost profile of Intuitive’s fourth-generation systems.
SP and Ion platforms continue to gain traction Intuitive placed 38 da Vinci SP systems in the quarter, bringing the global installed base to 445 systems. SP procedures increased 61%, driven by strength in Korea and the U.S. and early-stage momentum in Europe, Japan and Taiwan. Samath said U.S. SP system utilization increased 25% from the prior-year quarter.
The SP stapler launch also continued to expand. In the U.S., where it is in broad release, Samath said the stapler was used in nearly 60% of eligible cases, up from just under 40% in the prior quarter. Internationally, the stapler is in broad launch across Europe and Korea, with availability expected to extend to Japan in the third quarter.
Ion procedures increased 36% to 48,000 and now exceed 400,000 cumulatively. Rosa said Intuitive’s commercial teams have installed Ion systems in 12 countries outside the U.S., and the company continues to support U.S. utilization growth while generating evidence needed for international adoption.
Outlook maintained for da Vinci procedures Dan Connally said Intuitive is maintaining its full-year 2026 da Vinci procedure growth forecast of 13.5% to 15.5%, with an expectation closer to the midpoint. The company continues to expect growth to be driven mainly by U.S. general surgery, including after-hours procedures, and non-urology procedures internationally.
Connally said the outlook factors in the impact of changes to ACA premium subsidies and U.S. patient behavior, China tender volumes and competitive intensity, capital pressure in parts of Europe, prior capital challenges in Japan and the effect of pharmaceutical products for obesity management.
The company raised its non-GAAP gross profit margin forecast to a range of 68% to 69% of revenue, from a prior range of 67.5% to 68.5%. Connally said the new outlook still assumes higher input costs in areas including freight and semiconductor memory, as well as faster growth of newer products such as da Vinci 5 and Ion.
Intuitive now expects non-GAAP operating expense growth of 11% to 13%. Connally said R&D has recently grown faster than SG&A and that the company expects that trend to continue through the rest of 2026.
Management also discussed an Extended Use Program for a subset of EndoWrist instruments, expected to begin in the first half of 2027. Rosa said the initiative is intended to lower customer cost per procedure in certain benign procedures and cost-constrained geographies. Samath said the company is still finalizing pricing and plans to provide more detail on its next earnings call.
About Intuitive Surgical (NASDAQ:ISRG) Intuitive Surgical, founded in 1995 and headquartered in Sunnyvale, California, is a medical technology company focused on the design, manufacture and service of robotic-assisted surgical systems. The company is best known for its da Vinci surgical systems, which enable minimally invasive procedures by translating a surgeon’s hand movements into finer, scaled motions of small instruments inside the patient. Intuitive’s business centers on supplying hospitals and surgical centers with systems, instruments and related technologies that aim to improve precision, visualization and control in the operating room.
In addition to its core surgical platforms, Intuitive markets a portfolio of reusable and disposable instruments, accessories, and proprietary software, and provides training, servicing and clinical support to its customers.
Intuitive Surgical NASDAQ: ISRG was part of the artificial intelligence (AI)/robotics trade before it became mainstream.
The company manufactures the da Vinci robotic surgical system, which has an installed base of over 11,700 systems as of June 30, 2026.
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That was one highlight from the company’s Q2 2026 earnings report.
In the report, released after the market closed on July 16, the company delivered impressive numbers.
Second quarter 2026 revenue of $2.89 billion increased 19%, compared with $2.44 billion in the second quarter of 2025.
Second quarter 2026 non-GAAP net income attributable to Intuitive Surgical, Inc. was $1 billion, or $2.80 per diluted share, compared with $800 million, or $2.19 per diluted share, in the second quarter of 2025.
The Company repurchased 0.9 million shares of its common stock for $380 million in the second quarter of 2026.
Despite the strong report, ISRG fell approximately 10% in after-hours trading. The headline reason is that the company didn’t raise its full-year guidance for da Vinci procedures. The company’s prior guidance was 13.5% to 15.5%, which would mark its slowest growth in several years.
A Kink in the Company’s Critical FlywheelTo be fair, Intuitive Surgical is still posting impressive growth numbers for its da Vinci system. For the quarter just ended:
Worldwide da Vinci procedures grew approximately 15% year over year (YOY).
The company placed 468 da Vinci surgical systems, compared with 395 in the second quarter of 2025.
The second quarter 2026 da Vinci surgical system placements included 246 da Vinci 5 systems, compared with 180 in the second quarter of 2025.
The company grew its da Vinci surgical system installed base to 11,710 systems as of June 30, 2026, an increase of 12% YOY.
But it’s hard to overstate how important the da Vinci is to Intuitive Surgical’s growth. The system is a one-time purchase. But it spawns a host of services, instruments, and accessories that drive revenue and earnings.
To be fair, ISRG has been dropping since July 14. That’s when HCA Healthcare NYSE: HCA trimmed its full-year outlook, which implied fewer surgical procedures and sent all medical device stocks lower.
That's not necessarily what Intuitive Surgical is reporting. It’s just reporting slower growth. Yet growth is still growth.
Why Intuitive Surgical Stock Still Commands a Premium ValuationOverall MarketRank™94th Percentile
Analyst RatingModerate Buy
Upside/Downside51.5% Upside
Short Interest LevelHealthy
Dividend StrengthN/A
News Sentiment0.40 Insider TradingSelling Shares
Proj. Earnings Growth14.59%
See Full Analysis
At the close of trading on July 16, Intuitive Surgical traded for around 46x forward earnings. That’s a premium to the S&P 500, but for investors new to ISRG, it’s a discount to prior price-to-earnings (P/E) ratios, which at one point in the last few years were around 60x.
Nevertheless, ISRG is expensive at a time when investors are becoming more sensitive to the value they’re getting for the price. Some investors will point to companies like Medtronic NYSE: MDT and Boston Scientific NYSE: BSX, which are also in the medical device sector and trade at far lower multiples than Intuitive Surgical.
However, those companies have a broader product portfolio. Whereas Intuitive Surgical is laser-focused on the DaVinci system. The point is it’s not an apples-to-apples comparison. However, even as a standalone stock, ISRG has always commanded a premium price.
Intuitive Surgical Stock Breaks Below Long-Term SupportThe weekly chart shows that ISRG is now trading below its 200-week simple moving average (411.89) for the first time in years. This level served as reliable support throughout the 2023-2025 uptrend. Prior to the earnings report, shares had fallen roughly 32% from last year's peak near $590. The post-earnings drop to around $359 would represent a decisive break below that long-term trendline.
The weekly RSI sits at 35.97, its lowest reading since the 2022 bear market, though not yet in oversold territory below 30. That leaves room for further downside before technical buyers would typically step in. The trend structure—lower highs since early 2025—suggests momentum remains firmly with sellers for now. A reclaim of the 200-week average would be the first signal that the technical picture is stabilizing.
Why the Intuitive Surgical Sell-Off May Be OverdoneAt a time when high-speed algorithms are programmed to make buy/sell decisions based on raw data, this could be an overcorrection. It’s possible that the stock will reverse direction in the coming days. Analysts remain bullish on ISRG with a consensus price target of $530.92, representing nearly 50% updside potential.
That means if the stock continues to drop, as analysts maintain bullish targets, the opportunity for patient investors becomes even greater. The company may not have an impenetrable moat, but it’s still well fortified. For investors who have had ISRG on a watchlist, the time to buy may be coming.
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New York, New York--(Newsfile Corp. - July 18, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of Class A or Class C common stock of Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) between February 11, 2025 and May 7, 2026, both dates inclusive (the "Class Period"), of the important August 10, 2026 lead plaintiff deadline in the securities class action first filed by the Firm.
SO WHAT: If you purchased Zillow common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Zillow class action, go to https://rosenlegal.com/cases/zillow-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 10, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period made materially false and/or misleading statements and/or failed to disclose that: (1) Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Zillow class action, go to https://rosenlegal.com/cases/zillow-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
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[url="]The Schall Law Firm[/url], a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Regeneron Pharmaceuticals,
TSMC stock sank this week after the company reported strong earnings results and said it plans to spend another $100 billion on expanding its U.S. chip foundry facilities. TSMC's lead in chip manufacturing technology has enabled it to raise its prices and expand margins.
Allspring Global Investments Holdings LLC lessened its position in shares of Danaher Corporation (NYSE:DHR – Free Report) by 2.5% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 473,207 shares of the conglomerate’s stock after selling 12,254 shares during the period. Allspring Global Investments Holdings LLC owned about 0.07% of Danaher worth $90,283,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also modified their holdings of the company. Bank Pictet & Cie Europe AG lifted its holdings in shares of Danaher by 25.4% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 366,481 shares of the conglomerate’s stock valued at $83,895,000 after purchasing an additional 74,301 shares during the last quarter. Defender Capital LLC. purchased a new position in Danaher during the 4th quarter worth approximately $35,715,000. Northwestern Mutual Wealth Management Co. increased its position in Danaher by 303.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 248,020 shares of the conglomerate’s stock worth $56,777,000 after buying an additional 186,584 shares during the period. CIBC Bancorp USA Inc. acquired a new position in Danaher during the third quarter worth approximately $17,480,000. Finally, Coastline Trust Co lifted its stake in Danaher by 71.5% in the fourth quarter. Coastline Trust Co now owns 12,746 shares of the conglomerate’s stock valued at $2,918,000 after buying an additional 5,312 shares during the last quarter. 79.05% of the stock is currently owned by institutional investors and hedge funds.
Danaher Stock Performance DHR opened at $203.65 on Friday. Danaher Corporation has a 1-year low of $160.93 and a 1-year high of $242.80. The stock has a market cap of $144.14 billion, a P/E ratio of 39.39, a P/E/G ratio of 2.53 and a beta of 0.79. The stock’s 50 day simple moving average is $183.27 and its 200 day simple moving average is $198.47. The company has a debt-to-equity ratio of 0.33, a current ratio of 1.87 and a quick ratio of 1.52.
Danaher (NYSE:DHR – Get Free Report) last issued its quarterly earnings data on Monday, April 20th. The conglomerate reported $2.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.94 by $0.12. The firm had revenue of $5.95 billion during the quarter, compared to analysts’ expectations of $6 billion. Danaher had a return on equity of 10.91% and a net margin of 14.89%.Danaher’s revenue was up 3.7% on a year-over-year basis. During the same period in the previous year, the firm posted $1.88 earnings per share. As a group, equities analysts anticipate that Danaher Corporation will post 8.45 EPS for the current fiscal year.
Danaher Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Friday, June 26th will be paid a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, June 26th. Danaher’s payout ratio is 30.95%.
Wall Street Analyst Weigh In DHR has been the subject of several research analyst reports. The Goldman Sachs Group decreased their price objective on Danaher from $265.00 to $230.00 and set a “buy” rating for the company in a report on Monday, April 13th. Argus reduced their price target on shares of Danaher from $265.00 to $230.00 and set a “buy” rating for the company in a research report on Friday, April 24th. TD Cowen decreased their price target on shares of Danaher from $245.00 to $240.00 and set a “buy” rating for the company in a research note on Wednesday, April 22nd. Robert W. Baird lowered their price objective on shares of Danaher from $251.00 to $249.00 and set an “outperform” rating on the stock in a research report on Friday, April 17th. Finally, Barclays dropped their price objective on shares of Danaher from $250.00 to $230.00 and set an “overweight” rating on the stock in a research note on Tuesday, April 14th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $231.64.
View Our Latest Report on DHR
Danaher Company Profile (Free Report)
Danaher Corporation (NYSE: DHR) is a global science and technology company that designs, manufactures and markets products and services for the life sciences, diagnostics, and environmental and applied markets. The company organizes its operations into business segments focused on Life Sciences, Diagnostics, and Environmental & Applied Solutions, supplying instruments, reagents, software and related services that support research, clinical testing, biopharmaceutical development, and industrial and environmental monitoring.
Products and services in Danaher’s portfolio include analytical and diagnostic instruments, laboratory consumables and reagents, digital and software solutions for workflow and data management, field and industrial monitoring equipment, and service and maintenance programs.
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Allspring Global Investments Holdings LLC cut its stake in Medtronic PLC (NYSE:MDT – Free Report) by 16.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 885,098 shares of the medical technology company’s stock after selling 178,782 shares during the quarter. Allspring Global Investments Holdings LLC owned approximately 0.07% of Medtronic worth $76,172,000 at the end of the most recent reporting period.
A number of other institutional investors have also recently modified their holdings of the business. Brighton Jones LLC lifted its stake in shares of Medtronic by 1,368.0% in the 4th quarter. Brighton Jones LLC now owns 39,989 shares of the medical technology company’s stock valued at $3,194,000 after purchasing an additional 37,265 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in Medtronic by 9.6% during the second quarter. Sivia Capital Partners LLC now owns 4,356 shares of the medical technology company’s stock worth $380,000 after buying an additional 381 shares during the period. Jump Financial LLC acquired a new stake in shares of Medtronic during the second quarter valued at about $299,000. Main Street Financial Solutions LLC raised its stake in shares of Medtronic by 28.9% in the 2nd quarter. Main Street Financial Solutions LLC now owns 14,356 shares of the medical technology company’s stock valued at $1,251,000 after acquiring an additional 3,218 shares during the period. Finally, HUB Investment Partners LLC raised its stake in shares of Medtronic by 21.3% in the 2nd quarter. HUB Investment Partners LLC now owns 19,226 shares of the medical technology company’s stock valued at $1,676,000 after acquiring an additional 3,376 shares during the period. 82.06% of the stock is currently owned by institutional investors and hedge funds.
Insiders Place Their Bets In other Medtronic news, EVP Harry Skip Kiil sold 4,189 shares of the stock in a transaction on Monday, June 8th. The stock was sold at an average price of $80.44, for a total value of $336,963.16. Following the completion of the transaction, the executive vice president owned 37,227 shares in the company, valued at approximately $2,994,539.88. This represents a 10.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.26% of the stock is owned by corporate insiders.
Medtronic Price Performance Shares of MDT opened at $83.20 on Friday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.62 and a current ratio of 2.13. Medtronic PLC has a fifty-two week low of $73.31 and a fifty-two week high of $106.33. The firm has a 50-day simple moving average of $79.50 and a 200-day simple moving average of $87.99. The company has a market capitalization of $106.50 billion, a price-to-earnings ratio of 22.30, a price-to-earnings-growth ratio of 2.24 and a beta of 0.56.
Medtronic (NYSE:MDT – Get Free Report) last issued its quarterly earnings results on Wednesday, June 3rd. The medical technology company reported $1.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.54 by $0.01. Medtronic had a return on equity of 14.51% and a net margin of 13.20%.The firm had revenue of $9.81 billion for the quarter, compared to analysts’ expectations of $9.62 billion. During the same quarter in the previous year, the firm posted $1.62 EPS. The firm’s revenue for the quarter was up 9.9% on a year-over-year basis. Medtronic has set its FY 2027 guidance at 5.900-6.000 EPS. On average, equities research analysts anticipate that Medtronic PLC will post 5.94 earnings per share for the current year.
Medtronic Increases Dividend The firm also recently announced a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Friday, June 26th were paid a dividend of $0.72 per share. This is a positive change from Medtronic’s previous quarterly dividend of $0.71. The ex-dividend date of this dividend was Friday, June 26th. This represents a $2.88 dividend on an annualized basis and a dividend yield of 3.5%. Medtronic’s dividend payout ratio (DPR) is currently 77.21%.
Wall Street Analysts Forecast Growth A number of research firms recently weighed in on MDT. Stifel Nicolaus set a $80.00 price objective on shares of Medtronic in a research report on Wednesday, June 3rd. Weiss Ratings cut Medtronic from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, May 21st. Citigroup lowered their price target on Medtronic from $117.00 to $110.00 and set a “buy” rating for the company in a research report on Tuesday, April 7th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $118.00 price objective on shares of Medtronic in a research note on Thursday, June 4th. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $101.00 price objective on shares of Medtronic in a report on Wednesday, June 17th. Seventeen equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat.com, Medtronic currently has a consensus rating of “Moderate Buy” and an average price target of $98.21.
View Our Latest Stock Analysis on MDT
Medtronic Company Profile (Free Report)
Medtronic plc is a global medical technology company that develops and manufactures a broad range of therapeutic devices and health care solutions. Headquartered legally in Ireland with principal operational offices in the United States, the company markets products to hospitals, physicians and health systems worldwide and has grown from its founding in 1949 into one of the largest medical-device manufacturers serving global health-care markets.
Medtronic’s offerings span several clinical areas, including cardiac rhythm and heart failure (pacemakers, implantable cardioverter‑defibrillators and related cardiac therapies), minimally invasive and surgical technologies (laparoscopic and advanced energy devices, visualization systems and surgical innovations), restorative therapies (spine and orthopedics, neuromodulation and neurovascular treatments) and diabetes management (insulin-delivery systems and glucose monitoring solutions).
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Allspring Global Investments Holdings LLC lifted its stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 10.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 396,610 shares of the railroad operator’s stock after purchasing an additional 38,782 shares during the quarter. Allspring Global Investments Holdings LLC owned about 0.07% of Union Pacific worth $96,424,000 at the end of the most recent quarter.
Several other hedge funds have also recently modified their holdings of the stock. Capital World Investors boosted its position in shares of Union Pacific by 92.1% during the 4th quarter. Capital World Investors now owns 20,136,349 shares of the railroad operator’s stock worth $4,658,142,000 after purchasing an additional 9,655,306 shares in the last quarter. Norges Bank acquired a new position in shares of Union Pacific during the 4th quarter worth $1,779,907,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Union Pacific by 72.7% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,177,002 shares of the railroad operator’s stock valued at $2,169,168,000 after purchasing an additional 3,861,636 shares in the last quarter. Capital Research Global Investors lifted its stake in shares of Union Pacific by 26.0% in the fourth quarter. Capital Research Global Investors now owns 10,980,904 shares of the railroad operator’s stock valued at $2,540,105,000 after purchasing an additional 2,267,708 shares during the period. Finally, Baupost Group LLC MA acquired a new stake in shares of Union Pacific in the third quarter valued at about $353,658,000. 80.38% of the stock is owned by institutional investors and hedge funds.
Analysts Set New Price Targets Several research analysts have weighed in on UNP shares. JPMorgan Chase & Co. upped their target price on shares of Union Pacific from $275.00 to $304.00 and gave the stock a “neutral” rating in a research report on Friday, July 10th. BMO Capital Markets reiterated a “market perform” rating and set a $285.00 price target (up from $278.00) on shares of Union Pacific in a research report on Friday, April 24th. UBS Group reissued a “neutral” rating and set a $274.00 price target (up from $253.00) on shares of Union Pacific in a research note on Friday, April 24th. Weiss Ratings cut Union Pacific from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, June 23rd. Finally, Sanford C. Bernstein raised their price objective on Union Pacific from $289.00 to $293.00 and gave the company an “outperform” rating in a research note on Tuesday, March 31st. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $299.11.
View Our Latest Research Report on UNP
Union Pacific Price Performance Shares of NYSE:UNP opened at $301.44 on Friday. The company has a market cap of $178.96 billion, a P/E ratio of 24.83, a P/E/G ratio of 3.13 and a beta of 0.96. The company has a quick ratio of 0.73, a current ratio of 0.92 and a debt-to-equity ratio of 1.53. Union Pacific Corporation has a 52 week low of $210.84 and a 52 week high of $303.15. The business has a fifty day simple moving average of $271.93 and a 200-day simple moving average of $256.00.
Union Pacific (NYSE:UNP – Get Free Report) last released its earnings results on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share for the quarter, topping the consensus estimate of $2.86 by $0.07. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The firm had revenue of $6.22 billion for the quarter, compared to the consensus estimate of $6.12 billion. During the same period in the prior year, the business posted $2.70 earnings per share. The firm’s revenue for the quarter was up 3.2% compared to the same quarter last year. Equities research analysts forecast that Union Pacific Corporation will post 12.62 EPS for the current year.
Union Pacific Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Friday, May 29th were issued a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Friday, May 29th. Union Pacific’s dividend payout ratio is presently 45.47%.
Key Stories Impacting Union Pacific Here are the key news stories impacting Union Pacific this week:
Positive Sentiment: Union Pacific received the first rail from Rocky Mountain Steel’s new $1.2 billion Pueblo mill, kicking off a seven-year domestic supply contract that could improve rail-input reliability and support efficiency. Article Title Positive Sentiment: Several analysts remain constructive, with recent price-target increases and buy/outperform-style ratings helping reinforce expectations for stronger earnings and continued momentum. Article Title Positive Sentiment: Heading into Q2 results, earnings estimates have been rising as stronger freight demand may offset volume and supply-chain pressures, which could set up a positive catalyst if Union Pacific beats expectations. Article Title Neutral Sentiment: A valuation article said Union Pacific looks fairly valued on cash flow, suggesting the shares may be closer to intrinsic value than deeply discounted, which is less of a near-term trading catalyst. Article Title Negative Sentiment: Dan Loeb’s Third Point cut its Union Pacific stake by more than 90% while also slashing other railroad holdings, a move that may pressure sentiment around the sector amid merger uncertainty. Article Title Insider Transactions at Union Pacific In other Union Pacific news, EVP Eric J. Gehringer sold 2,991 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total transaction of $789,504.36. Following the transaction, the executive vice president owned 43,012 shares of the company’s stock, valued at $11,353,447.52. This trade represents a 6.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Kenyatta G. Rocker sold 27,387 shares of Union Pacific stock in a transaction on Friday, April 24th. The shares were sold at an average price of $271.76, for a total transaction of $7,442,691.12. Following the completion of the transaction, the executive vice president owned 61,102 shares in the company, valued at approximately $16,605,079.52. This trade represents a 30.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 32,378 shares of company stock worth $8,781,595 in the last three months. Company insiders own 0.22% of the company’s stock.
About Union Pacific (Free Report)
Union Pacific Corporation (NYSE: UNP) is one of the largest freight railroad companies in the United States. Its principal operating subsidiary, Union Pacific Railroad, has roots that trace back to the Pacific Railway Act of 1862 and the construction of the first transcontinental rail link completed in 1869. The company is headquartered in Omaha, Nebraska, and operates as a holding company for rail transportation and related services.
Union Pacific’s core business is the movement of freight by rail across an extensive rail network serving the western two‑thirds of the United States.
See Also Five stocks we like better than Union Pacific AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident GE Aerospace Faces a Prove-It Moment in Q2 Earnings Want to see what other hedge funds are holding UNP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Union Pacific Corporation (NYSE:UNP – Free Report).
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Modi Momentum: Finding Stability in India’s Goldilocks EconomyHDFC Bank NYSE: HDB management told investors that the lender entered the first quarter of fiscal 2027 with improving business momentum, stronger branch productivity and continued market-share gains in deposits, while also acknowledging ongoing pressure from funding costs and a shifting deposit mix.
Chief Executive Officer Sashi Jagdishan opened the earnings call by noting that the bank had navigated “certain challenges over the last four months” while keeping its focus on customer needs and franchise expansion. He thanked employees, the board and Keki Mistry, who served as interim chairman, and welcomed newly appointed Chairman Rajiv Kumar. Jagdishan said Kumar’s appointment brought “a sense of stability” and reduced uncertainty for the institution.
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Deposit Growth Remains a Key Focus Jagdishan said deposit growth in the quarter remained “relatively better than the historical Q1 trends,” with HDFC Bank continuing to gain market share on both an incremental and stock basis. He also said branch productivity continued to improve as the bank realized benefits from investments made over the past five to six years.
Chief Financial Officer Srinivasan Vaidyanathan said the bank has more than 100 million customer relationships and is focused on improving “unit economics” by adding more accounts while keeping costs under control. He said household deposit growth in India remains among the lowest across deposit categories, which makes customer acquisition and distribution reach critical.
Management also discussed the bank’s current account and savings account, or CASA, trajectory. Jagdishan said the bank’s objective is to move closer to pre-merger CASA levels, noting levels around 38% after the merger and 40% before that. However, he said time deposit growth has been higher than low-cost funds growth in recent years, contributing to a lower CASA ratio.
Vaidyanathan added that time deposits also remain an opportunity, noting that only 14% of the bank’s customers currently have time deposits with HDFC Bank.
Margins Pressured, But Management Points to Long-Term Levers Asked whether margins had bottomed, Vaidyanathan said the bank does not manage margins on a quarter-to-quarter basis and that a full-year view is more appropriate. He identified cost of funds as the largest opportunity for margin improvement, but cautioned that changes would not happen quickly.
Vaidyanathan said non-retail deposit costs remain elevated, while retail deposit costs have been relatively steady. He also said the bank’s borrowing mix remains around 11%, compared with an industry level of roughly 5% to 6%, and that maturities and balance-sheet growth should help reduce that proportion over time.
On the asset side, Vaidyanathan said the mix of loans will also matter for longer-term margins. He noted that retail loans make up about 52% of the bank’s loan mix, while management has historically viewed roughly 60% as a level that better mirrors the consumption component of India’s economy.
Management said cost of funds was broadly flat sequentially and down about 40 basis points year over year.
Loan Growth Broad-Based Across Wholesale, MSME and Retail Jagdishan said the bank is “on the verge of pressing the pedal” on advances, adding that loan growth has been strong over recent quarters and that the trajectory continues. He said credit demand in the system is healthy, though competition remains intense, particularly in corporate lending where spreads are thin.
Management said wholesale and corporate loans grew about 18%, while business banking, described as the largest component of the MSME segment, grew 22.3%. The bank also participated in the ECLGS 5.0 scheme, with disbursements of close to INR 14,000 crore as of June 30.
In retail lending, management said disbursement growth was strong in the wheels business and in unsecured products such as personal loans and business loans. Mortgage disbursements grew close to 14% year over year, while some other retail disbursements grew by roughly 20%.
HDFC Bank also highlighted the FCNR(B) policy window as an opportunity. Jagdishan said the bank spent much of June completing documentation and approvals internally and with counterparty banks across jurisdictions. He declined to provide a specific mobilization target but said the bank aims to capture a “reasonably strong and significant market share” as activity picks up in July, August and September.
Technology, Efficiency and Customer Service Prioritized Jagdishan repeatedly emphasized customer service and turnaround time as strategic priorities. He said the bank is measuring service delivery more granularly across the country and reimagining digital journeys and analytics to drive adoption and efficiency.
The CEO said HDFC Bank is “on the cusp” of using GenAI technologies in its processes, with several “lighthouse programs” expected to go into production during the year. He also said security remains a central part of the bank’s strategy and that management is exploring how AI can strengthen defense mechanisms.
Asked about whether the bank is underinvesting after keeping costs controlled, Jagdishan said the bank has made significant investments over the past five years in distribution, staffing and technology. He said distribution investment may be “slightly muted” for now, but technology investment will continue, particularly in security and AI.
Provisioning and Governance Updates On expected credit loss rules due to take effect April 1, 2027, Vaidyanathan said the bank’s overall provisions appear “adequate and sufficient” for the new methodology. He said there may be some ongoing impact because of required provisioning floors, but he does not expect it to be material based on the bank’s current view.
Management also addressed board and leadership matters. Jagdishan said the board is considering steps related to adding another executive director and that “a fair amount of action” should be visible in a short time. On the managing director and CEO reappointment process, Vaidyanathan said the nomination and remuneration committee and the board are “fully seized of the matter” and that announcements will be made when conclusions are reached.
Looking ahead, Jagdishan cited weather-related risks such as El Niño and geopolitical tensions in West Asia, but said the country and the bank are prepared to weather potential challenges. He said HDFC Bank remains focused on customer engagement, technology-led efficiency and long-term franchise growth.
About HDFC Bank (NYSE:HDB)HDFC Bank Limited is one of India's leading private sector banks, headquartered in Mumbai. Incorporated in 1994 and promoted by Housing Development Finance Corporation (HDFC), the bank provides a full range of banking and financial services to retail, small and medium-sized enterprises, and corporate customers. It is publicly listed and also accessible to international investors through American Depositary Receipts (ADRs) trading on the New York Stock Exchange under the symbol HDB.
The bank's core activities include retail banking (deposit accounts, personal loans, home loans, auto loans, and credit cards), commercial and corporate banking (working capital finance, term lending, trade finance and treasury services), and transaction banking (cash management and payment solutions).
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Morgan Stanley (NYSE:MS) reported record second-quarter 2026 results, with executives citing strong client activity across institutional securities, wealth management and investment management, as well as continued benefits from the firm’s integrated business model.
Chairman and Chief Executive Officer Ted Pick said the firm generated more than $21 billion in quarterly revenue and earnings per share of $3.46, contributing to what he called an “exceptional first half” of 2026. Chief Financial Officer Sharon Yeshaya said second-quarter revenue was $21.3 billion, return on tangible common equity was 26.6%, and the firm’s year-to-date efficiency ratio was 65%.
Across wealth and investment management, total client assets reached $10 trillion, a strategic milestone Pick said the firm had fulfilled. He said Morgan Stanley is seeking over time to grow standalone wealth assets from the current $8 trillion to $10 trillion.
Institutional Securities Posts Record Revenue Morgan Stanley’s institutional securities segment delivered record revenue of $11 billion and record pre-tax profit of $4.3 billion, according to Yeshaya. She said results were driven by the firm’s equities franchise and supported by investment banking.
Investment banking revenue rose 58% from the prior year to $2.4 billion, reflecting stronger activity across advisory, equity underwriting and fixed income underwriting. Advisory revenue increased to $798 million on higher completed activity, with contributions across industrials, technology and healthcare. Equity underwriting revenue was $851 million, supported by what Yeshaya described as a robust IPO market and strong follow-on and convertible activity. Fixed income underwriting revenue reached a record $788 million, driven by bond issuance from both investment-grade and non-investment-grade companies.
Yeshaya said the investment banking outlook remains “constructive,” with healthy pipelines and broad-based client dialogue. While year-to-date activity has been led by the Americas, she said global activity is building.
Equities revenue reached a record $6.3 billion, with increases across products and regions. Yeshaya said Asia was strong, with activity broadening across the region. Prime brokerage revenue rose from the prior year on higher average client balances and strong activity in Asia, while cash equities benefited from active client engagement and higher market volumes in the Americas. Derivatives results were also described as very strong.
Fixed income revenue was $2.5 billion. Yeshaya said macro results were roughly flat from the prior year, as resilience in rates offset weaker foreign exchange activity in an environment where volatility traded near historic lows. Micro results increased year over year, driven by credit corporates, primary issuance and growth in securitized product lending balances.
Wealth Management Benefits From IPO-Related Flows Wealth management generated record revenue of $8.9 billion and pre-tax profit of $2.7 billion, with a pre-tax margin of 30.5%. Total client assets in the business stood at $8 trillion.
The business recorded $148 billion in net new assets, which Yeshaya said was a record. Fee-based flows were $39 billion, and fee-based assets totaled $3 trillion. Stock plan IPO flows represented just over half of overall net new assets during the quarter, more than offsetting seasonal tax-related outflows.
Yeshaya said the results demonstrated the strength of Morgan Stanley’s workplace channel and the firm’s client acquisition funnel. She said the firm has relationships with about 70% of the top 100 unicorns by market capitalization in its workplace pipeline and now has 20 million “touch points” through workplace and related client relationships.
In response to analyst questions, Yeshaya said workplace-related flows will vary by IPO timing, vesting schedules and other factors. She emphasized that the firm is focused on retaining clients who enter through the workplace channel and moving them toward advice-based relationships where appropriate.
Pick said the wealth management margin has exceeded 30% several times, but added that management is not “solving for” a particular margin number. Instead, he said the firm is focused on driving pre-tax profit growth while continuing to invest in areas that support long-term wallet share gains.
Wealth management net interest income increased to $2.3 billion, supported by higher-than-expected sweep balances and strong loan growth. Yeshaya said the firm expects a modest sequential increase in net interest income in the third quarter.
Investment Management Reaches $2 Trillion in AUM Investment management assets under management reached a record $2 trillion. The segment reported $1.6 billion in revenue, up 6% from the prior year, driven by higher asset management and related fees tied to higher average AUM.
Long-term net inflows were $7.5 billion in the quarter, led by alternatives and solutions, including Parametric, as well as fixed income strategies. Yeshaya said Parametric remains a key differentiator for Morgan Stanley, with more than $760 billion in AUM.
Capital Position Supports Buybacks and Dividend Increase Morgan Stanley ended the quarter with a standardized common equity tier 1 ratio of 14.8%. Yeshaya said total spot assets grew to $1.7 trillion, while standardized risk-weighted assets increased to $590 billion as the firm supported higher client activity.
The firm repurchased $1.5 billion of common stock during the quarter and announced a 15-cent increase in its quarterly dividend, bringing the payout to $1.15 per share. Pick said Morgan Stanley has accreted $18 billion of CET1 capital over the last 10 quarters and has a capital cushion of at least 300 basis points.
During the question-and-answer session, Pick said there is strong demand for the firm’s capital across investment banking, fixed income, equities and wealth management clients. He also said management continues to evaluate potential bolt-on acquisitions, but emphasized that the firm’s bias remains toward organic investment.
Executives Highlight AI, Geopolitics and Deal Activity Pick reiterated two themes he said have come into sharper focus in 2026: the accelerating adoption of artificial intelligence and the return of geopolitics as a major force in the global economy. He said AI-related capital spending expectations continue to rise, citing internal research that projects data center capital expenditures of about $850 billion in 2026, $1.3 trillion in 2027 and potentially $1.5 trillion in 2028.
Pick said the firm’s role in that environment is to advise, finance and allocate capital for clients, though he cautioned that the AI investment cycle remains early and subject to uncertainty from technology, supply chain, geography and nation-state involvement.
On merger and acquisition activity, Pick said the backdrop is favorable, citing what he characterized as a normalization of regulation, strong economic conditions and pent-up activity after prior periods of disruption. Yeshaya said the investment banking cycle began with debt issuance, has broadened into equity activity, and could see additional momentum from financial sponsors.
Pick said Morgan Stanley enters the second half of 2026 “from a position of strength,” with clients seeking advice on complicated global markets and interest in new products and innovation.
About Morgan Stanley (NYSE:MS) Morgan Stanley (NYSE: MS) is a global financial services firm headquartered in New York City. Founded in 1935 by Henry S. Morgan and Harold Stanley, the company provides a broad range of investment banking, securities, wealth management and investment management services to corporations, governments, institutions and individual investors. Leadership has been guided by a senior executive team and board of directors; James P. Gorman has served as the company’s chief executive and chairman in recent years.
The firm’s primary business activities are organized around three principal businesses: Institutional Securities, Wealth Management and Investment Management.
Angeles Wealth Management LLC reduced its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 68.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,344 shares of the software maker’s stock after selling 2,884 shares during the quarter. Angeles Wealth Management LLC’s holdings in Intuit were worth $581,000 at the end of the most recent quarter.
A number of other hedge funds have also recently made changes to their positions in INTU. Joseph Group Capital Management purchased a new position in shares of Intuit during the fourth quarter worth approximately $25,000. Intesa Sanpaolo Wealth Management purchased a new stake in shares of Intuit in the fourth quarter valued at approximately $25,000. HHM Wealth Advisors LLC grew its stake in Intuit by 75.0% in the first quarter. HHM Wealth Advisors LLC now owns 70 shares of the software maker’s stock worth $30,000 after purchasing an additional 30 shares in the last quarter. Whipplewood Advisors LLC bought a new position in Intuit in the first quarter worth approximately $30,000. Finally, CrossGen Wealth LLC purchased a new position in Intuit during the 1st quarter worth $32,000. 83.66% of the stock is currently owned by institutional investors.
Trending Headlines about Intuit Here are the key news stories impacting Intuit this week:
Positive Sentiment: Intuit is being viewed as a long-term AI beneficiary as it embeds AI across its platform to automate financial workflows, expand higher-value services, and support future growth. Intuit Reinvents Itself With AI: Should You Buy the Stock? Positive Sentiment: The company’s AI initiative could improve productivity and deepen customer usage, which may support margins and recurring revenue over time. Intuit Reinvents Itself With AI: Should You Buy the Stock? Neutral Sentiment: One analyst note referenced Intuit being upgraded to “strong sell,” but the item provides no detailed rationale and appears secondary to the broader legal-news flow. Intuit upgraded by Piper Sandler to strong sell Negative Sentiment: Multiple law firms announced or reminded investors about a pending securities class action against Intuit, with a lead-plaintiff deadline of September 8, 2026, creating a legal overhang for the stock. Bronstein, Gewirtz & Grossman LLC Urges Intuit Inc. Investors to Act Negative Sentiment: The lawsuit alleges securities fraud and investor harm related to the period when Intuit’s stock dropped after guidance changes, which may keep pressure on shares near term. Robbins Geller Rudman & Dowd LLP Announces that Intuit Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit Negative Sentiment: Several additional firms filed or promoted similar class-action notices, reinforcing concerns that Intuit may face prolonged litigation and headline risk. Pomerantz Law Firm Announces the Filing of a Class Action Against Intuit Inc. and Certain Officers Analyst Upgrades and Downgrades INTU has been the subject of several research reports. Wolfe Research reiterated an “outperform” rating and issued a $400.00 target price on shares of Intuit in a report on Thursday, May 21st. BMO Capital Markets cut their price target on Intuit from $550.00 to $412.00 and set an “outperform” rating on the stock in a research note on Thursday, May 21st. Susquehanna lowered their price objective on shares of Intuit from $640.00 to $550.00 and set a “positive” rating for the company in a research note on Friday, May 22nd. Mizuho cut their target price on shares of Intuit from $600.00 to $500.00 and set an “outperform” rating on the stock in a research report on Tuesday, May 26th. Finally, Jefferies Financial Group reduced their price target on shares of Intuit from $650.00 to $550.00 and set a “buy” rating for the company in a report on Thursday, May 21st. Twenty-two equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Intuit has a consensus rating of “Moderate Buy” and an average price target of $490.39.
Check Out Our Latest Report on Intuit
Insider Transactions at Intuit In other Intuit news, Director Vasant M. Prabhu acquired 500 shares of the business’s stock in a transaction dated Tuesday, May 26th. The shares were purchased at an average price of $309.71 per share, for a total transaction of $154,855.00. Following the completion of the purchase, the director directly owned 1,750 shares of the company’s stock, valued at $541,992.50. The trade was a 40.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Richard L. Dalzell sold 284 shares of the company’s stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $262.32, for a total value of $74,498.88. Following the completion of the sale, the director owned 11,758 shares in the company, valued at $3,084,358.56. The trade was a 2.36% 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 1,239 shares of company stock worth $348,354 in the last 90 days. Insiders own 2.49% of the company’s stock.
Intuit Price Performance NASDAQ INTU opened at $291.09 on Friday. The firm’s fifty day simple moving average is $303.20 and its two-hundred day simple moving average is $406.56. The firm has a market capitalization of $79.62 billion, a P/E ratio of 17.63, a P/E/G ratio of 1.08 and a beta of 1.00. The company has a current ratio of 1.45, a quick ratio of 1.45 and a debt-to-equity ratio of 0.26. Intuit Inc. has a 12-month low of $252.84 and a 12-month high of $813.70.
Intuit (NASDAQ:INTU – Get Free Report) last posted its quarterly earnings data on Wednesday, May 20th. The software maker reported $12.80 earnings per share for the quarter, topping analysts’ consensus estimates of $12.57 by $0.23. Intuit had a return on equity of 25.18% and a net margin of 21.91%.The firm had revenue of $8.56 billion during the quarter, compared to analysts’ expectations of $8.54 billion. During the same quarter last year, the firm earned $11.65 EPS. The business’s quarterly revenue was up 10.4% on a year-over-year basis. Intuit has set its Q4 2026 guidance at 3.560-3.620 EPS and its FY 2026 guidance at 23.800-23.850 EPS. Analysts forecast that Intuit Inc. will post 18.18 EPS for the current fiscal year.
Intuit Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Thursday, July 9th were paid a dividend of $1.20 per share. The ex-dividend date was Thursday, July 9th. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.6%. Intuit’s payout ratio is presently 29.07%.
Intuit Company Profile (Free Report)
Intuit Inc (NASDAQ: INTU) is a financial software company headquartered in Mountain View, California, that develops and sells cloud-based financial management and compliance products for individuals, small businesses, self-employed workers and accounting professionals. Founded in 1983 by Scott Cook and Tom Proulx, the company has grown from desktop tax and accounting software into a diversified provider of online financial tools. As of my latest update, Sasan Goodarzi serves as Chief Executive Officer.
Intuit’s product portfolio includes QuickBooks, its flagship accounting and business-management platform that offers bookkeeping, payroll, payments and invoicing capabilities; TurboTax, a tax-preparation and filing service aimed at individual taxpayers; and Mint, a consumer personal-finance and budgeting app.
Featured Articles Five stocks we like better than Intuit AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident GE Aerospace Faces a Prove-It Moment in Q2 Earnings Want to see what other hedge funds are holding INTU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Intuit Inc. (NASDAQ:INTU – Free Report).
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Shares of Intuit Inc. (NASDAQ:INTU – Get Free Report) have been given an average rating of “Moderate Buy” by the thirty-two research firms that are covering the firm, MarketBeat reports. Three research analysts have rated the stock with a sell recommendation, seven have assigned a hold recommendation and twenty-two have assigned a buy recommendation to the company. The average 1-year price objective among analysts that have covered the stock in the last year is $490.3871.
INTU has been the topic of several research reports. Jefferies Financial Group reduced their price objective on Intuit from $650.00 to $550.00 and set a “buy” rating on the stock in a report on Thursday, May 21st. Freedom Capital cut Intuit from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 21st. Wells Fargo & Company dropped their price target on Intuit from $425.00 to $360.00 and set an “equal weight” rating on the stock in a research report on Thursday, May 21st. Truist Financial cut their price target on Intuit from $500.00 to $410.00 and set a “buy” rating on the stock in a research note on Thursday, May 21st. Finally, Citigroup decreased their price objective on Intuit from $649.00 to $591.00 and set a “buy” rating for the company in a report on Thursday, May 21st.
Get Our Latest Research Report on Intuit
Intuit Trading Down 1.3% Shares of INTU opened at $291.09 on Friday. The firm has a market capitalization of $79.62 billion, a price-to-earnings ratio of 17.63, a PEG ratio of 1.08 and a beta of 1.00. The company has a debt-to-equity ratio of 0.26, a current ratio of 1.45 and a quick ratio of 1.45. Intuit has a 1-year low of $252.84 and a 1-year high of $813.70. The company has a 50-day moving average of $303.20 and a 200 day moving average of $406.56.
Intuit (NASDAQ:INTU – Get Free Report) last issued its earnings results on Wednesday, May 20th. The software maker reported $12.80 EPS for the quarter, topping analysts’ consensus estimates of $12.57 by $0.23. Intuit had a net margin of 21.91% and a return on equity of 25.18%. The business had revenue of $8.56 billion for the quarter, compared to the consensus estimate of $8.54 billion. During the same period in the prior year, the firm earned $11.65 EPS. The company’s revenue for the quarter was up 10.4% compared to the same quarter last year. Intuit has set its Q4 2026 guidance at 3.560-3.620 EPS and its FY 2026 guidance at 23.800-23.850 EPS. On average, research analysts expect that Intuit will post 18.18 EPS for the current year.
Intuit Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Thursday, July 9th were issued a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend was Thursday, July 9th. Intuit’s dividend payout ratio (DPR) is presently 29.07%.
Insider Activity at Intuit In related news, Director Vasant M. Prabhu bought 1,250 shares of the company’s stock in a transaction on Friday, May 22nd. The shares were acquired at an average price of $309.45 per share, with a total value of $386,812.50. Following the transaction, the director owned 1,250 shares of the company’s stock, valued at $386,812.50. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Richard L. Dalzell sold 338 shares of Intuit stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $279.86, for a total value of $94,592.68. Following the completion of the transaction, the director owned 12,326 shares in the company, valued at $3,449,554.36. This represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 1,239 shares of company stock worth $348,354. 2.49% of the stock is currently owned by corporate insiders.
Institutional Investors Weigh In On Intuit Institutional investors have recently added to or reduced their stakes in the stock. Joseph Group Capital Management purchased a new stake in shares of Intuit during the fourth quarter valued at about $25,000. Intesa Sanpaolo Wealth Management purchased a new position in shares of Intuit in the 4th quarter worth approximately $25,000. HHM Wealth Advisors LLC raised its stake in shares of Intuit by 75.0% during the 1st quarter. HHM Wealth Advisors LLC now owns 70 shares of the software maker’s stock worth $30,000 after acquiring an additional 30 shares in the last quarter. Whipplewood Advisors LLC bought a new position in shares of Intuit during the 1st quarter worth approximately $30,000. Finally, CrossGen Wealth LLC bought a new position in shares of Intuit during the 1st quarter worth approximately $32,000. Institutional investors own 83.66% of the company’s stock.
More Intuit News Here are the key news stories impacting Intuit this week:
Positive Sentiment: Intuit is being viewed as a long-term AI beneficiary as it embeds AI across its platform to automate financial workflows, expand higher-value services, and support future growth. Intuit Reinvents Itself With AI: Should You Buy the Stock? Positive Sentiment: The company’s AI initiative could improve productivity and deepen customer usage, which may support margins and recurring revenue over time. Intuit Reinvents Itself With AI: Should You Buy the Stock? Neutral Sentiment: One analyst note referenced Intuit being upgraded to “strong sell,” but the item provides no detailed rationale and appears secondary to the broader legal-news flow. Intuit upgraded by Piper Sandler to strong sell Negative Sentiment: Multiple law firms announced or reminded investors about a pending securities class action against Intuit, with a lead-plaintiff deadline of September 8, 2026, creating a legal overhang for the stock. Bronstein, Gewirtz & Grossman LLC Urges Intuit Inc. Investors to Act Negative Sentiment: The lawsuit alleges securities fraud and investor harm related to the period when Intuit’s stock dropped after guidance changes, which may keep pressure on shares near term. Robbins Geller Rudman & Dowd LLP Announces that Intuit Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit Negative Sentiment: Several additional firms filed or promoted similar class-action notices, reinforcing concerns that Intuit may face prolonged litigation and headline risk. Pomerantz Law Firm Announces the Filing of a Class Action Against Intuit Inc. and Certain Officers Intuit Company Profile (Get Free Report)
Intuit Inc (NASDAQ: INTU) is a financial software company headquartered in Mountain View, California, that develops and sells cloud-based financial management and compliance products for individuals, small businesses, self-employed workers and accounting professionals. Founded in 1983 by Scott Cook and Tom Proulx, the company has grown from desktop tax and accounting software into a diversified provider of online financial tools. As of my latest update, Sasan Goodarzi serves as Chief Executive Officer.
Intuit’s product portfolio includes QuickBooks, its flagship accounting and business-management platform that offers bookkeeping, payroll, payments and invoicing capabilities; TurboTax, a tax-preparation and filing service aimed at individual taxpayers; and Mint, a consumer personal-finance and budgeting app.
Featured Stories Five stocks we like better than Intuit AST SpaceMobile Stock Sinks as SpaceX Fallout Rattles Space Sector Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident GE Aerospace Faces a Prove-It Moment in Q2 Earnings
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AMG National Trust Bank grew its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 9.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,170 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,766 shares during the quarter. AMG National Trust Bank’s holdings in Broadcom were worth $6,552,000 at the end of the most recent quarter.
A number of other hedge funds have also modified their holdings of the business. Norges Bank purchased a new stake in shares of Broadcom in the fourth quarter valued at $24,252,196,000. Cardano Risk Management B.V. raised its stake in Broadcom by 895.2% in the 4th quarter. Cardano Risk Management B.V. now owns 12,689,800 shares of the semiconductor manufacturer’s stock valued at $4,391,940,000 after purchasing an additional 11,414,701 shares during the last quarter. State Street Corp lifted its holdings in Broadcom by 2.7% in the 4th quarter. State Street Corp now owns 190,084,351 shares of the semiconductor manufacturer’s stock valued at $65,788,194,000 after purchasing an additional 5,040,801 shares in the last quarter. Vanguard Group Inc. boosted its stake in shares of Broadcom by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 482,707,302 shares of the semiconductor manufacturer’s stock worth $167,064,997,000 after purchasing an additional 3,919,715 shares during the last quarter. Finally, Nordea Investment Management AB boosted its stake in shares of Broadcom by 47.5% during the 4th quarter. Nordea Investment Management AB now owns 9,814,757 shares of the semiconductor manufacturer’s stock worth $3,406,211,000 after purchasing an additional 3,160,586 shares during the last quarter. 76.43% of the stock is owned by hedge funds and other institutional investors.
Broadcom Trading Down 1.0% AVGO opened at $370.83 on Friday. The firm’s 50 day moving average is $401.29 and its 200-day moving average is $365.31. The firm has a market capitalization of $1.76 trillion, a P/E ratio of 61.81, a P/E/G ratio of 0.66 and a beta of 1.45. Broadcom Inc. has a 52-week low of $273.00 and a 52-week high of $495.00. The company has a quick ratio of 2.01, a current ratio of 2.24 and a debt-to-equity ratio of 0.71.
Broadcom (NASDAQ:AVGO – Get Free Report) last issued its quarterly earnings data on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 EPS for the quarter, topping analysts’ consensus estimates of $2.40 by $0.04. Broadcom had a net margin of 38.85% and a return on equity of 41.61%. The firm had revenue of $22.19 billion for the quarter, compared to analyst estimates of $22.13 billion. During the same quarter in the previous year, the business posted $1.58 EPS. The firm’s revenue was up 47.9% compared to the same quarter last year. Analysts expect that Broadcom Inc. will post 10.24 EPS for the current fiscal year.
Broadcom Announces Dividend The business also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Monday, June 22nd were given a $0.65 dividend. The ex-dividend date of this dividend was Monday, June 22nd. This represents a $2.60 annualized dividend and a dividend yield of 0.7%. Broadcom’s payout ratio is presently 43.33%.
Insider Activity at Broadcom In other news, Director Justine Page sold 1,602 shares of the stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $373.86, for a total transaction of $598,923.72. Following the transaction, the director owned 17,426 shares of the company’s stock, valued at approximately $6,514,884.36. This trade represents a 8.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Harry L. You bought 1,000 shares of Broadcom stock in a transaction on Thursday, June 11th. The shares were purchased at an average cost of $373.57 per share, for a total transaction of $373,570.00. Following the acquisition, the director owned 38,466 shares in the company, valued at $14,369,743.62. The trade was a 2.67% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 61,644 shares of company stock worth $24,016,214 over the last quarter. Company insiders own 1.90% of the company’s stock.
Broadcom News Summary Here are the key news stories impacting Broadcom this week:
Positive Sentiment: Standard Chartered chose Broadcom to support a long-term modernization of its global banking infrastructure, underscoring Broadcom’s role in secure private-cloud and enterprise networking solutions. Standard Chartered Selects Broadcom to Deliver Secure, Always-On Banking Services at Global Scale Positive Sentiment: Wall Street commentary continues to describe Broadcom as a core AI beneficiary, and some analysts have raised price targets even after the stock pullback. As Shares Fall, Analyst Are Boosting Their Broadcom Price Targets Neutral Sentiment: Broadcom remains a major talking point in AI-focused market coverage, with some investors viewing it as an indicator for the broader market and semiconductor cycle. Jim Cramer Says Broadcom Will Tell You When the Market Is About to Turn Negative Sentiment: Broadcom is facing renewed skepticism around valuation, with one report asking whether the AI story has made the stock too expensive. Has Broadcom Become Too Expensive for Its AI Story? Negative Sentiment: The stock is also being hit by a broader selloff in semiconductor names as investors rotate away from AI-capex winners and worry about a slowdown in chip spending. Marvell Drops 8% as AI Capex Slowdown Fears Weigh on Chips; Broadcom, AMD, and Intel Slide Negative Sentiment: Broadcom is also dealing with regulatory uncertainty after reports said it faces an EU antitrust review tied to VMware licensing changes. Broadcom (AVGO) Faces EU Antitrust Review Over VMware Licensing Changes Wall Street Analysts Forecast Growth Several equities analysts recently issued reports on the stock. Citigroup reissued a “buy” rating on shares of Broadcom in a research note on Thursday, June 4th. Susquehanna reissued a “positive” rating and set a $490.00 price target (up from $450.00) on shares of Broadcom in a research note on Thursday, May 28th. Erste Group Bank reaffirmed a “hold” rating on shares of Broadcom in a research report on Tuesday, July 7th. JPMorgan Chase & Co. upped their target price on Broadcom from $500.00 to $580.00 and gave the company an “overweight” rating in a research note on Thursday, June 4th. Finally, Weiss Ratings upgraded Broadcom from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, Broadcom has a consensus rating of “Moderate Buy” and a consensus target price of $493.24.
Read Our Latest Stock Analysis on AVGO
Broadcom Company Profile (Free Report)
Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.
On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.
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