Track market-moving stories before they get noisy

Posted by Defense World Staff on Jul 25th, 2026

Bank of Nova Scotia increased its stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 19.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 284,453 shares of the railroad operator’s stock after acquiring an additional 45,813 shares during the quarter. Bank of Nova Scotia’s holdings in Union Pacific were worth $69,014,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of UNP. Rachor Investment Advisory Services LLC purchased a new stake in Union Pacific in the 4th quarter valued at approximately $25,000. Tucker Asset Management LLC acquired a new stake in Union Pacific in the fourth quarter valued at $25,000. SWAN Capital LLC increased its position in shares of Union Pacific by 2,575.0% in the fourth quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock valued at $25,000 after buying an additional 103 shares in the last quarter. High Point Wealth Management LLC purchased a new position in shares of Union Pacific in the fourth quarter valued at $26,000. Finally, Cornerstone Financial Management LLC acquired a new position in shares of Union Pacific during the 4th quarter worth $27,000. 80.38% of the stock is owned by institutional investors and hedge funds.

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

Positive Sentiment: Union Pacific reported better-than-expected Q2 results, with adjusted EPS of $3.41 and revenue of $6.86 billion, both ahead of Wall Street estimates, reinforcing confidence in operating momentum and pricing power. Positive Sentiment: Analysts turned more constructive after the earnings beat, with Citigroup, JPMorgan, Benchmark, and Bank of America all raising price targets, suggesting expectations for further upside in the stock. Positive Sentiment: Union Pacific and Canadian National reached a binding access agreement tied to the proposed Norfolk Southern merger, easing competition concerns and improving the odds of regulatory approval while also giving UNP better Chicago routing efficiency and expanded corridor access. Article Title Neutral Sentiment: The broader news flow also highlighted that the merger and access agreement may reshape North American rail traffic patterns, but the deal still depends on Surface Transportation Board approval and final closing. Neutral Sentiment: Several articles noted Union Pacific’s record freight revenue and improved efficiency, which supports the bullish case but is already partly reflected in the recent rally. Union Pacific Stock Up 1.1% Union Pacific stock opened at $307.54 on Friday. The firm has a market cap of $182.59 billion, a price-to-earnings ratio of 24.90, a P/E/G ratio of 3.18 and a beta of 0.96. The firm has a fifty day moving average price of $275.12 and a two-hundred day moving average price of $258.32. The company has a debt-to-equity ratio of 1.40, a current ratio of 0.99 and a quick ratio of 0.73. Union Pacific Corporation has a fifty-two week low of $210.84 and a fifty-two week high of $315.99.

Union Pacific (NYSE:UNP – Get Free Report) last announced its quarterly earnings data on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.26 by $0.15. The business had revenue of $6.86 billion for the quarter, compared to the consensus estimate of $6.72 billion. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. Union Pacific’s quarterly revenue was up 11.5% on a year-over-year basis. During the same quarter last year, the company posted $3.03 earnings per share. As a group, analysts forecast that Union Pacific Corporation will post 12.64 earnings per share for the current year.

Union Pacific Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 29th were issued a $1.38 dividend. This represents a $5.52 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend was Friday, May 29th. Union Pacific’s payout ratio is 45.47%.

Insider Buying and Selling at Union Pacific In related news, EVP Eric J. Gehringer sold 2,991 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total value of $789,504.36. Following the sale, the executive vice president owned 43,012 shares of the company’s stock, valued at $11,353,447.52. The trade was a 6.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Company insiders own 0.22% of the company’s stock.

Analyst Upgrades and Downgrades UNP has been the subject of a number of analyst reports. Citizens Jmp initiated coverage on Union Pacific in a report on Wednesday, July 15th. They issued an “outperform” rating and a $350.00 price target for the company. Susquehanna boosted their price objective on shares of Union Pacific from $305.00 to $333.00 and gave the stock a “positive” rating in a research note on Tuesday, July 14th. JPMorgan Chase & Co. boosted their price target on Union Pacific from $304.00 to $334.00 and gave the stock a “neutral” rating in a research report on Friday. Royal Bank Of Canada restated an “outperform” rating and set a $339.00 target price (up from $289.00) on shares of Union Pacific in a research note on Friday. Finally, Weiss Ratings lowered Union Pacific from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 23rd. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, Union Pacific presently has an average rating of “Moderate Buy” and an average price target of $319.16.

Get Our Latest Report on Union Pacific

Union Pacific Profile (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.

Featured Articles Five stocks we like better than Union Pacific AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding 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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Bollard Group LLC boosted its position in RTX Corporation (NYSE: RTX) by 10.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 26,451 shares of the company's stock after acquiring an additional 2,419 shares during the quarter. Bollard

Arrowstreet Capital Limited Partnership boosted its holdings in shares of Lockheed Martin Corporation (NYSE: LMT) by 264.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 275,178 shares of the aerospace company's stock after buying an additional 199,667

Baader Bank Aktiengesellschaft reduced its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 18.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 23,978 shares of the semiconductor manufacturer’s stock after selling 5,264 shares during the quarter. Baader Bank Aktiengesellschaft’s holdings in Broadcom were worth $7,421,000 at the end of the most recent reporting period.

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

Analyst Ratings Changes Several equities analysts have recently issued reports on AVGO shares. Benchmark boosted their price objective on Broadcom from $485.00 to $545.00 and gave the company a “buy” rating in a report on Thursday, June 4th. Erste Group Bank reiterated a “hold” rating on shares of Broadcom in a research report on Tuesday, July 7th. Morgan Stanley set a $502.00 price objective on Broadcom and gave the stock an “overweight” rating in a research report on Thursday, June 4th. JPMorgan Chase & Co. raised their price objective on shares of Broadcom from $500.00 to $580.00 and gave the stock an “overweight” rating in a research note on Thursday, June 4th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $500.00 target price on shares of Broadcom in a research note on Thursday, June 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $493.24.

Check Out Our Latest Report on Broadcom

Broadcom Stock Performance NASDAQ AVGO opened at $381.92 on Friday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 2.01 and a current ratio of 2.24. The stock’s fifty day moving average is $397.42 and its two-hundred day moving average is $366.68. The firm has a market capitalization of $1.82 trillion, a P/E ratio of 63.65, a price-to-earnings-growth ratio of 0.75 and a beta of 1.45. Broadcom Inc. has a fifty-two week low of $281.61 and a fifty-two week high of $495.00.

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

Broadcom Announces Dividend The company also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Monday, June 22nd were paid 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 dividend payout ratio is 43.33%.

Insider Activity In other Broadcom 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 completion of the transaction, the director owned 17,426 shares of the company’s stock, valued at $6,514,884.36. This trade represents a 8.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Harry L. You purchased 1,000 shares of the company’s stock in a transaction on Thursday, June 11th. The shares were bought at an average price of $373.57 per share, with a total value of $373,570.00. Following the completion of the transaction, the director owned 38,466 shares of the company’s stock, valued at approximately $14,369,743.62. The trade was a 2.67% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders sold 61,644 shares of company stock worth $24,016,214. Corporate insiders own 1.90% of the company’s stock.

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

Positive Sentiment: Broadcom continues to be viewed as one of the strongest AI infrastructure names, with articles highlighting durable AI bookings, customer commitments through 2028, and the company’s importance in data center networking. Article Title Positive Sentiment: Several bullish commentary pieces argue the recent AI pullback is a buying opportunity, with analysts and market writers saying Broadcom still has room to grow and should benefit from continued AI spending. Article Title Positive Sentiment: TSMC’s planned price increases could reinforce pricing power for leading AI chip suppliers like Broadcom, which may support margins and investor confidence if demand remains strong. Article Title Positive Sentiment: Institutional buying also offered a constructive signal, as Alecta Pensionsförsäkring reportedly boosted its Broadcom stake by 99,200 shares. Article Title Neutral Sentiment: Broadcom was mentioned in a broader semiconductor sector piece saying the group is consolidating after a strong 2026 rally, with concerns around valuation and leveraged positioning contributing to July weakness across the chip space. Article Title Neutral Sentiment: Broadcom was also included in general “high ROE” and dividend-focused articles, reinforcing its quality profile but not adding a major new catalyst. Article Title Negative Sentiment: One headline noted a “large increase” in short interest in Broadcom during July, but the reported figures showed zero shares short, so this appears to be a data anomaly rather than a meaningful bearish signal. Article Title About Broadcom (Free Report)

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

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

Read More Five stocks we like better than Broadcom AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding AVGO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadcom Inc. (NASDAQ:AVGO – Free Report).

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For much of the past year, investing in artificial intelligence felt refreshingly simple. Buy the companies building AI infrastructure or the chipmakers supplying it, and both sides generally moved higher together. That trade is becoming more complicated. Alphabet (NASDAQ:GOOG | GOOG Price Prediction) and Meta Platforms (NASDAQ:META) continue raising their AI spending plans, pushing annual capital expenditures toward levels that would have seemed unimaginable just two years ago. 

Yet as the price tag climbs into the hundreds of billions of dollars annually, investors are beginning to ask a more practical question: Who ultimately pays for all this spending, and when does it begin generating acceptable returns?

AI Spending Keeps Rising While Investor Confidence Slips The AI investment race isn’t slowing down. Over the past several weeks, both Alphabet and Meta increased their 2026 capital expenditure outlooks during earnings discussions, adding to an already record-setting spending cycle. Combined with Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN), the four largest hyperscalers are now on pace to invest around $730 billion on AI infrastructure in 2026, with Wall Street already anticipating another increase in 2027.

Company 2026 AI Capex Outlook Alphabet $195 billion to $205 billion Meta Platforms $125 billion to $145 billion Microsoft $190 billion Amazon $200 billion These investments include data centers, networking equipment, AI accelerators, custom silicon, and the enormous power infrastructure needed to support them.

Granted, those investments continue fueling demand for companies such as Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Micron Technology (NASDAQ:MU), Taiwan Semiconductor Manufacturing (NYSE:TSM), and other semiconductor suppliers. But investors are becoming less convinced that the companies writing the checks will generate returns quickly enough to justify the spending.

Big Tech is doubling down on a $730 billion gamble, but the market's 'free ride' on AI infrastructure just hit a wall. © 24/7 Wall St. The AI Trade Is No Longer Moving Together According to research compiled by Kevin Gordon of Charles Schwab, the 30-day correlation between America’s largest capital expenditure spenders and the Philadelphia Semiconductor Index has collapsed to almost zero. That’s near the lowest reading in at least 4.5 years.

The change has been dramatic.

April 2026 correlation: +0.78 Average correlation since early 2022: +0.60 Current correlation: Near 0.00 Since the beginning of June, semiconductor stocks have generally advanced while many hyperscaler stocks have struggled to hold recent highs.

That divergence tells investors something important. The market no longer views AI infrastructure builders and AI suppliers as the same investment. Chipmakers benefit immediately from rising orders. Hyperscalers, meanwhile, must eventually prove those investments translate into stronger revenue growth, expanding margins, and higher free cash flow.

Ironically, the companies creating AI demand now face tougher questions than the companies selling the hardware.

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

Investors Are Beginning to Focus on the Bill Adding to those concerns, a recent Nikkei investigation reported that major hyperscalers collectively hold approximately $1.65 trillion in off-balance-sheet obligations tied largely to long-term infrastructure commitments used to support AI expansion.

While these commitments comply with accounting rules and are disclosed in regulatory filings, they highlight just how much future spending has already been committed outside traditional balance sheet debt.

Recent earnings reports and rising capital spending forecasts have coincided with pullbacks from recent highs among several hyperscaler stocks, suggesting investors are becoming more selective about companies whose profits remain years away.

That said, none of this means AI spending is ending. Quite the opposite. Demand for computing power continues accelerating, and the largest technology companies possess balance sheets capable of funding enormous investments. The debate has simply shifted from whether AI deserves investment to whether those investments will earn attractive returns.

Key Takeaway In short, AI has entered a new phase. For nearly two years, investors rewarded almost every company connected to artificial intelligence. Today, Wall Street is drawing distinctions.

Semiconductor companies continue benefiting from immediate demand, while hyperscalers increasingly must demonstrate that hundreds of billions of dollars in annual AI spending can produce sustained profit growth. Recent data suggests investors are already making that distinction.

Regardless of how large AI ultimately becomes, the next winners won’t necessarily be the companies spending the most money. They’ll be the ones that prove they can convert those enormous investments into durable cash flow and shareholder returns. For smart investors, that’s likely to become the defining theme of the AI trade over the next several years.

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

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

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Five years from now, you'll probably wish you'd bought this month's picks. Don't miss them.

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A 73-year-old widow takes her Required Minimum Distribution (RMD) from a $600,000 traditional IRA. Social Security, a small pension, and the RMD push her modified adjusted gross income (MAGI) to about $112,000. Her 2026 Medicare bill is about to carry a surcharge she did not know existed, and writing a check to her church after the RMD hits her account will not stop it.

The reason: IRMAA reads MAGI, a figure that excludes most deductions. Cross the first single-filer threshold of $109,000 by one dollar and the Part B premium moves from the standard $202.90 to $284.10 per month, with a Part D surcharge of $14.50 stacked on top. Only roughly 8% of people with Medicare Part B pay any IRMAA, so most readers can stop reading. Anyone whose 2026 MAGI is drifting near that first cliff should keep going.

The Charitable Trick That IRMAA Cannot See An IRA owner age 70½ or older can send money directly from a traditional IRA to a qualified public charity as a Qualified Charitable Distribution. QCDs after 70½ are excluded from MAGI. The distribution counts toward the year’s RMD but never lands in adjusted gross income, so it never touches the number CMS uses to set the Part B and Part D surcharge.

Take the RMD the normal way, deposit it, then donate: the full RMD hits AGI. The charitable deduction only helps a taxpayer who itemizes, and most retirees claim the standard deduction. Even for itemizers, the deduction shrinks taxable income but leaves MAGI untouched. IRMAA still reads the higher number.

The Math on a Single $10,000 Gift Assume the widow’s MAGI would land at $112,000 if she takes her full RMD in cash. Route $10,000 of that RMD as a qualified charitable distribution (QCD) to charity and MAGI drops to $102,000, below the $109,000 single-filer line. Seven thousand dollars is the entire distance between a surcharge and none. Part B stays at $202.90 instead of $284.10, and the $14.50 Part D add-on disappears. That is roughly $1,148 a year of Medicare cost erased by a gift she was going to make anyway.

Timing matters. IRMAA runs on a two-year lookback: 2026 income sets 2028 premiums. The calendar does not negotiate. The window to change 2026 MAGI closes December 31, 2026. Miss it and no appeal exists for voluntary income.

The Survivor Trap Makes This Bigger Single-filer IRMAA brackets are roughly half the joint brackets. A married couple with $215,000 of MAGI pays the standard Part B premium because the joint first tier starts at $218,000. When one spouse dies, the survivor files single at the same income and lands in a higher tier, paying the surcharge every month for every year the income stays there. A recurring QCD drops MAGI back below the cliff.

Where SSA-44 Does Not Help SSA-44 lets a beneficiary appeal an IRMAA determination after a qualifying life event: marriage, divorce, spousal death, work stoppage or reduction, loss of income-producing property, or loss of pension income. It does not reverse a Roth conversion, a home sale, or an RMD taken as cash. A retiree who realizes in November that her RMD will trigger IRMAA cannot appeal it away later. She can only prevent it before December 31, and a QCD is the cleanest lever available.

Three Actions Before Year-End Confirm the age on the date of transfer. The IRS requires the account holder to be 70½ on the actual day the funds leave the IRA, not the calendar year of the birthday.

Instruct the IRA custodian to make the check payable to the charity. Vanguard, Fidelity, and Charles Schwab (NYSE:SCHW | SCHW Price Prediction) all have QCD request forms. The check must never pass through the owner’s checking account, or the exclusion is lost and the money becomes ordinary taxable income.

Get a written acknowledgment from the charity and keep it with the tax return. On Form 1040, the gross distribution goes on line 4a, the reduced taxable amount on line 4b, and “QCD” is written in the margin. The 2.8% Social Security cost-of-living adjustment (COLA) for 2026 will nudge more retirees toward the first IRMAA line next year, which makes running the QCD calculation now, before the December cutoff, the highest-value move on the calendar.

Contact [email protected] for any questions or corrections.

Posted by Defense World Staff on Jul 25th, 2026

Aristotle Capital Management LLC lowered its holdings in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 3.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,446,709 shares of the aerospace company’s stock after selling 84,573 shares during the period. General Dynamics comprises 1.8% of Aristotle Capital Management LLC’s portfolio, making the stock its 23rd largest holding. Aristotle Capital Management LLC owned approximately 0.90% of General Dynamics worth $839,782,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of GD. Wealth Alliance LLC raised its stake in General Dynamics by 5.9% in the 1st quarter. Wealth Alliance LLC now owns 2,103 shares of the aerospace company’s stock valued at $722,000 after purchasing an additional 118 shares during the last quarter. Entropy Technologies LP raised its position in shares of General Dynamics by 252.5% in the first quarter. Entropy Technologies LP now owns 25,855 shares of the aerospace company’s stock valued at $8,874,000 after buying an additional 18,521 shares during the last quarter. Sustainable Insight Capital Management LLC lifted its stake in shares of General Dynamics by 21.0% during the first quarter. Sustainable Insight Capital Management LLC now owns 5,720 shares of the aerospace company’s stock valued at $1,963,000 after buying an additional 994 shares during the period. Renaissance Technologies LLC acquired a new stake in General Dynamics during the first quarter worth approximately $10,358,000. Finally, Bollard Group LLC purchased a new stake in General Dynamics in the 1st quarter worth approximately $47,000. Hedge funds and other institutional investors own 86.14% of the company’s stock.

Insider Buying and Selling In other General Dynamics news, Director Mark Malcolm sold 5,480 shares of the business’s stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $365.00, for a total transaction of $2,000,200.00. Following the sale, the director directly owned 10,643 shares in the company, valued at approximately $3,884,695. The trade was a 33.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Mark Lagrand Burns sold 36,480 shares of the company’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $345.29, for a total value of $12,596,179.20. Following the completion of the sale, the executive vice president owned 38,975 shares of the company’s stock, valued at $13,457,677.75. This trade represents a 48.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 78,190 shares of company stock valued at $27,041,022 over the last three months. Corporate insiders own 1.40% of the company’s stock.

Analysts Set New Price Targets Several analysts have commented on the company. Royal Bank Of Canada restated a “sector perform” rating and issued a $385.00 price target on shares of General Dynamics in a report on Thursday, April 30th. BNP Paribas Exane dropped their price target on shares of General Dynamics from $430.00 to $390.00 and set an “outperform” rating for the company in a research report on Thursday, April 30th. UBS Group raised shares of General Dynamics from a “neutral” rating to a “buy” rating in a research note on Thursday, June 11th. Wells Fargo & Company initiated coverage on shares of General Dynamics in a report on Wednesday, April 1st. They issued an “overweight” rating and a $400.00 price target on the stock. Finally, JPMorgan Chase & Co. upped their price target on General Dynamics from $385.00 to $400.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $391.15.

Check Out Our Latest Analysis on General Dynamics

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

Positive Sentiment: GD has hit a 52-week high, reflecting strong momentum and investor confidence in the defense contractor’s outlook. General Dynamics Corporation (GD) Hit a 52 Week High, Can the Run Continue? Positive Sentiment: Analysts are focusing on GD’s upcoming Q2 results, with attention on a record backlog and improving defense operations, which could support the stock if management delivers strong numbers and positive commentary on submarines and Gulfstream. General Dynamics to Release Q2 Earnings: Here’s What to Expect Positive Sentiment: Recent investor sentiment has also been helped by broader strength in defense stocks, with peers posting solid results and raising guidance, which has lifted expectations for GD ahead of its July 29 earnings release. Why General Dynamics (GD) Stock Is Up Today Neutral Sentiment: Wall Street is also watching GD’s Q2 estimates and key operating metrics closely, suggesting the market may be waiting for confirmation that recent strength is sustainable rather than purely speculative. General Dynamics (GD) Q2 Earnings on the Horizon: Analysts’ Insights on Key Performance Measures Neutral Sentiment: One article compared GD’s value profile with GE Aerospace, reinforcing that investors still see GD as a large-cap defense name with valuation appeal, but not necessarily a fresh catalyst by itself. GD vs. GE: Which Stock Is the Better Value Option? General Dynamics Stock Performance Shares of NYSE GD opened at $386.51 on Friday. The company has a quick ratio of 0.90, a current ratio of 1.38 and a debt-to-equity ratio of 0.24. The firm’s 50-day moving average price is $356.19 and its two-hundred day moving average price is $351.77. General Dynamics Corporation has a 52-week low of $306.03 and a 52-week high of $388.12. The stock has a market capitalization of $104.52 billion, a P/E ratio of 24.32, a P/E/G ratio of 2.30 and a beta of 0.34.

General Dynamics (NYSE:GD – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The aerospace company reported $4.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.67 by $0.43. The business had revenue of $13.48 billion for the quarter, compared to the consensus estimate of $12.70 billion. General Dynamics had a return on equity of 17.41% and a net margin of 8.07%.The business’s revenue was up 10.3% on a year-over-year basis. During the same quarter last year, the business posted $3.66 EPS. As a group, sell-side analysts forecast that General Dynamics Corporation will post 16.66 earnings per share for the current year.

General Dynamics Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Thursday, July 2nd will be given a dividend of $1.59 per share. The ex-dividend date is Thursday, July 2nd. This represents a $6.36 annualized dividend and a dividend yield of 1.6%. General Dynamics’s payout ratio is currently 40.03%.

About General Dynamics (Free Report)

General Dynamics is a major American aerospace and defense contractor that designs, manufactures and supports a broad range of products and services for government and commercial customers worldwide. Headquartered in the United States (Reston, Virginia), the company supplies platforms and systems used by armed forces, civil authorities and private operators across multiple domains including air, land, sea and cyber.

Its principal activities span several operating businesses: a business aviation unit that develops and supports Gulfstream business jets; land systems that produce armored combat vehicles and related logistics and sustainment services; marine systems that design and construct submarines and surface ships for navies; and mission systems and information technology operations that provide command-and-control, communications, cybersecurity and systems-integration services.

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Arrowstreet Capital Limited Partnership grew its stake in shares of Aon plc (NYSE: AON) by 74.7% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 797,418 shares of the financial services provider's stock after buying an additional 340,866 shares during the quarter. Arrowstreet

Posted by Defense World Staff on Jul 25th, 2026

Bank of New York Mellon Corp trimmed its holdings in shares of The Trade Desk (NASDAQ:TTD – Free Report) by 1.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,187,034 shares of the technology company’s stock after selling 42,912 shares during the quarter. Bank of New York Mellon Corp owned 0.46% of Trade Desk worth $49,624,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of TTD. Brighton Jones LLC grew its stake in Trade Desk by 3.8% during the 4th quarter. Brighton Jones LLC now owns 4,586 shares of the technology company’s stock valued at $539,000 after purchasing an additional 169 shares in the last quarter. Howard Capital Management Inc. raised its holdings in Trade Desk by 2.3% in the fourth quarter. Howard Capital Management Inc. now owns 12,150 shares of the technology company’s stock valued at $461,000 after acquiring an additional 275 shares in the last quarter. Tema Etfs LLC raised its holdings in Trade Desk by 4.1% in the fourth quarter. Tema Etfs LLC now owns 7,600 shares of the technology company’s stock valued at $288,000 after acquiring an additional 302 shares in the last quarter. Visionary Wealth Advisors boosted its stake in Trade Desk by 3.3% during the 2nd quarter. Visionary Wealth Advisors now owns 10,119 shares of the technology company’s stock valued at $728,000 after acquiring an additional 327 shares during the last quarter. Finally, CVA Family Office LLC grew its holdings in Trade Desk by 62.1% during the 4th quarter. CVA Family Office LLC now owns 898 shares of the technology company’s stock worth $34,000 after acquiring an additional 344 shares in the last quarter. Institutional investors and hedge funds own 67.77% of the company’s stock.

Trade Desk Price Performance TTD stock opened at $17.29 on Friday. The company’s 50 day simple moving average is $19.57 and its 200-day simple moving average is $24.16. The firm has a market capitalization of $8.13 billion, a P/E ratio of 19.65, a P/E/G ratio of 0.81 and a beta of 1.04. The Trade Desk has a 52-week low of $16.70 and a 52-week high of $91.45.

Trade Desk (NASDAQ:TTD – Get Free Report) last released its earnings results on Thursday, May 7th. The technology company reported $0.08 earnings per share for the quarter, missing the consensus estimate of $0.32 by ($0.24). The business had revenue of $688.86 million for the quarter, compared to analysts’ expectations of $678.87 million. Trade Desk had a net margin of 14.57% and a return on equity of 16.91%. The company’s revenue was up 11.8% compared to the same quarter last year. During the same period last year, the firm earned $0.33 EPS. Sell-side analysts predict that The Trade Desk will post 1.17 EPS for the current fiscal year.

Analyst Ratings Changes TTD has been the topic of a number of recent analyst reports. Citigroup restated a “neutral” rating on shares of Trade Desk in a research note on Friday, May 8th. Piper Sandler restated a “neutral” rating and set a $24.00 price objective on shares of Trade Desk in a research note on Friday, May 8th. Rothschild & Co Redburn assumed coverage on Trade Desk in a report on Thursday, May 28th. They set a “sell” rating and a $11.00 target price on the stock. HSBC upgraded Trade Desk from a “reduce” rating to a “hold” rating and set a $20.00 target price for the company in a research report on Wednesday, July 8th. Finally, Guggenheim lowered their price target on Trade Desk from $28.00 to $25.00 and set a “buy” rating for the company in a report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twenty-one have given a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $33.43.

View Our Latest Analysis on TTD

Insider Transactions at Trade Desk In other Trade Desk news, Director Samantha Jacobson sold 53,681 shares of the stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $21.14, for a total transaction of $1,134,816.34. Following the transaction, the director directly owned 13,099 shares of the company’s stock, valued at $276,912.86. This represents a 80.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 11.41% of the company’s stock.

Trade Desk Profile (Free Report)

The Trade Desk, Inc (NASDAQ: TTD) is a technology company that provides a demand-side platform (DSP) for programmatic digital advertising. Its platform enables advertisers, agencies and other buyers to plan, purchase and measure ad inventory across digital channels, including display, video, mobile, audio, native and connected TV. By centralizing real‑time bidding, audience targeting and inventory access, the company aims to help clients optimize media spend and reach audiences at scale across publishers and ad exchanges.

Founded in 2009 by Jeff Green and Dave Pickles, The Trade Desk grew from a focus on programmatic display into a global ad‑tech provider.

Further Reading Five stocks we like better than Trade Desk AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding TTD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Trade Desk (NASDAQ:TTD – Free Report).

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Posted by Defense World Staff on Jul 25th, 2026

Bessemer Group Inc. lowered its stake in shares of Pentair plc (NYSE:PNR – Free Report) by 99.4% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,464 shares of the industrial products company’s stock after selling 1,222,716 shares during the period. Bessemer Group Inc.’s holdings in Pentair were worth $651,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Geode Capital Management LLC boosted its position in Pentair by 3.2% during the fourth quarter. Geode Capital Management LLC now owns 4,428,737 shares of the industrial products company’s stock worth $459,480,000 after acquiring an additional 137,980 shares during the last quarter. Invesco Ltd. grew its position in shares of Pentair by 3.1% in the fourth quarter. Invesco Ltd. now owns 3,414,386 shares of the industrial products company’s stock valued at $355,574,000 after purchasing an additional 101,650 shares in the last quarter. Massachusetts Financial Services Co. MA increased its holdings in shares of Pentair by 13.1% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 2,638,855 shares of the industrial products company’s stock valued at $274,810,000 after purchasing an additional 305,166 shares during the last quarter. Morgan Stanley increased its holdings in shares of Pentair by 21.7% in the fourth quarter. Morgan Stanley now owns 2,474,549 shares of the industrial products company’s stock valued at $257,700,000 after purchasing an additional 441,878 shares during the last quarter. Finally, Northern Trust Corp lifted its position in Pentair by 0.9% during the third quarter. Northern Trust Corp now owns 2,149,531 shares of the industrial products company’s stock worth $238,082,000 after buying an additional 18,716 shares in the last quarter. Institutional investors and hedge funds own 92.37% of the company’s stock.

Pentair Stock Performance Shares of Pentair stock opened at $62.94 on Friday. The firm’s fifty day simple moving average is $72.36 and its 200-day simple moving average is $86.20. Pentair plc has a 12 month low of $57.60 and a 12 month high of $113.95. The stock has a market capitalization of $10.17 billion, a price-to-earnings ratio of 15.43, a PEG ratio of 1.32 and a beta of 1.03. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.88 and a quick ratio of 1.19.

Pentair (NYSE:PNR – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The industrial products company reported $1.22 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. Pentair had a net margin of 15.98% and a return on equity of 21.92%. The firm had revenue of $1.04 billion during the quarter, compared to the consensus estimate of $1.03 billion. During the same quarter last year, the firm earned $1.11 earnings per share. The firm’s revenue was up 2.6% compared to the same quarter last year. As a group, equities analysts forecast that Pentair plc will post 4.78 earnings per share for the current year.

Pentair Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Friday, July 24th will be issued a dividend of $0.27 per share. The ex-dividend date is Friday, July 24th. This represents a $1.08 annualized dividend and a dividend yield of 1.7%. Pentair’s dividend payout ratio (DPR) is 26.47%.

Wall Street Analysts Forecast Growth PNR has been the topic of several analyst reports. Weiss Ratings lowered Pentair from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, May 11th. Stifel Nicolaus reaffirmed a “hold” rating and set a $65.00 price target (down from $103.00) on shares of Pentair in a research report on Thursday, July 16th. Jefferies Financial Group set a $90.00 price objective on Pentair in a report on Wednesday, July 15th. Citigroup cut their target price on Pentair from $112.00 to $106.00 and set a “buy” rating for the company in a research note on Wednesday, April 29th. Finally, BNP Paribas Exane restated an “underperform” rating and issued a $64.00 target price (down from $75.00) on shares of Pentair in a research report on Thursday, July 16th. Seven research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $91.40.

Check Out Our Latest Stock Report on PNR

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

Positive Sentiment: No major positive company-specific catalysts were reported in the last 24-36 hours. Neutral Sentiment: Several law firms, including Robbins LLP, Pomerantz, Johnson Fistel, Hagens Berman, and Frank R. Cruz’s firm, announced or continued investigations into possible securities-law violations and fiduciary-duty breaches at Pentair. These notices may add headline risk, but they are investigations rather than filed findings of wrongdoing. Article Title Neutral Sentiment: One report noted Pentair’s July earnings reset, including a reduced FY2026 adjusted EPS midpoint from about $5.35 to $4.70, which helps explain why sentiment has deteriorated. Article Title Neutral Sentiment: A pre-earnings preview suggested weaker Q2 results due to pool-channel destocking and softer demand, though Flow and Water Solutions were expected to hold up better. Article Title Neutral Sentiment: Mizuho also issued a pessimistic forecast for Pentair, adding to bearish expectations around the shares. Article Title Pentair Company Profile (Free Report)

Pentair plc (NYSE: PNR) is a global provider of water treatment and fluid management solutions. The company designs, manufactures and sells a broad range of products that move, treat, monitor and control the flow of water and other fluids across residential, commercial, industrial and municipal markets. Pentair’s offerings are focused on improving water quality, conserving resources and enabling efficient fluid handling in applications from household water systems and pools to large-scale industrial and municipal installations.

Product lines include pumps and pumping systems, water filtration and purification equipment, valves and controls, heat exchangers, pool and spa systems, and a range of aftermarket parts and services.

Read More Five stocks we like better than Pentair AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits

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Posted by Defense World Staff on Jul 25th, 2026

ABN Amro Investment Solutions cut its stake in shares of Oshkosh Corporation (NYSE:OSK – Free Report) by 72.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,600 shares of the company’s stock after selling 25,000 shares during the period. ABN Amro Investment Solutions’ holdings in Oshkosh were worth $1,413,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. PNC Financial Services Group Inc. grew its stake in Oshkosh by 16.8% in the first quarter. PNC Financial Services Group Inc. now owns 18,787 shares of the company’s stock valued at $2,766,000 after acquiring an additional 2,704 shares during the period. Mathes Company Inc. acquired a new stake in shares of Oshkosh during the first quarter worth about $3,663,000. Dimensional Fund Advisors LP lifted its holdings in shares of Oshkosh by 1.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 3,051,511 shares of the company’s stock valued at $449,166,000 after purchasing an additional 46,306 shares in the last quarter. KBC Group NV grew its position in shares of Oshkosh by 28.0% in the 1st quarter. KBC Group NV now owns 2,101 shares of the company’s stock valued at $309,000 after purchasing an additional 460 shares during the period. Finally, Precision Wealth Strategies LLC increased its stake in Oshkosh by 8.8% during the 1st quarter. Precision Wealth Strategies LLC now owns 3,813 shares of the company’s stock worth $561,000 after purchasing an additional 308 shares in the last quarter. Institutional investors and hedge funds own 92.36% of the company’s stock.

Wall Street Analysts Forecast Growth OSK has been the topic of a number of research reports. Truist Financial lifted their price target on shares of Oshkosh from $176.00 to $190.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. Wall Street Zen downgraded shares of Oshkosh from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. Citigroup cut shares of Oshkosh from a “buy” rating to a “neutral” rating and cut their price objective for the company from $180.00 to $170.00 in a research report on Monday, April 13th. Evercore reaffirmed an “outperform” rating and issued a $181.00 target price on shares of Oshkosh in a research note on Monday, May 11th. Finally, JPMorgan Chase & Co. lowered their target price on Oshkosh from $158.00 to $145.00 and set a “neutral” rating for the company in a report on Monday, May 11th. Eleven investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $168.60.

Read Our Latest Research Report on OSK

Insider Buying and Selling at Oshkosh In related news, Director Duncan Palmer sold 505 shares of the business’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $133.86, for a total transaction of $67,599.30. Following the transaction, the director directly owned 39,684 shares in the company, valued at approximately $5,312,100.24. The trade was a 1.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.64% of the company’s stock.

Oshkosh Price Performance NYSE:OSK opened at $154.97 on Friday. Oshkosh Corporation has a 52-week low of $116.77 and a 52-week high of $180.49. The company has a market cap of $9.66 billion, a P/E ratio of 17.26, a P/E/G ratio of 0.75 and a beta of 1.23. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.83 and a current ratio of 1.63. The stock’s 50-day simple moving average is $138.63 and its 200 day simple moving average is $148.00.

Oshkosh (NYSE:OSK – Get Free Report) last issued its quarterly earnings results on Friday, May 8th. The company reported $0.85 EPS for the quarter, missing the consensus estimate of $1.04 by ($0.19). The company had revenue of $2.32 billion for the quarter, compared to analyst estimates of $2.29 billion. Oshkosh had a net margin of 5.54% and a return on equity of 13.90%. The business’s revenue for the quarter was up .2% on a year-over-year basis. During the same period last year, the company posted $1.92 earnings per share. Oshkosh has set its FY 2026 guidance at 11.500-11.500 EPS. As a group, sell-side analysts forecast that Oshkosh Corporation will post 10.87 EPS for the current fiscal year.

Oshkosh Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were issued a $0.57 dividend. This represents a $2.28 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend was Tuesday, May 26th. Oshkosh’s dividend payout ratio is presently 25.39%.

Oshkosh Company Profile (Free Report)

Oshkosh Corporation (NYSE: OSK) is a leading designer, manufacturer and marketer of specialty trucks, military vehicles and access equipment. The company’s offerings span critical end markets, including defense, fire and emergency services, commercial construction and industrial sectors. By combining engineering expertise with advanced technologies, Oshkosh delivers solutions that enhance mobility, safety and productivity for its customers.

Founded in 1917 and headquartered in Oshkosh, Wisconsin, the company has evolved from producing heavy-duty dump trucks to a diversified portfolio of products and services.

Read More Five stocks we like better than Oshkosh AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits

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Arrowstreet Capital Limited Partnership raised its position in ConocoPhillips (NYSE: COP) by 46,105.6% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,310,281 shares of the energy producer's stock after buying an additional 2,305,281 shares during the period. Arrowstreet

Posted by Defense World Staff on Jul 25th, 2026

Bank of Nova Scotia cut its holdings in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 15.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 117,730 shares of the communications equipment provider’s stock after selling 20,958 shares during the period. Bank of Nova Scotia owned approximately 0.07% of Motorola Solutions worth $51,091,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in MSI. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in Motorola Solutions in the 4th quarter valued at $27,000. Whipplewood Advisors LLC raised its stake in shares of Motorola Solutions by 1,966.7% in the first quarter. Whipplewood Advisors LLC now owns 62 shares of the communications equipment provider’s stock valued at $27,000 after purchasing an additional 59 shares in the last quarter. MidAtlantic Capital Management Inc. bought a new position in shares of Motorola Solutions during the 4th quarter worth about $28,000. Physician Wealth Advisors Inc. lifted its stake in Motorola Solutions by 540.0% during the first quarter. Physician Wealth Advisors Inc. now owns 64 shares of the communications equipment provider’s stock worth $28,000 after purchasing an additional 54 shares during the period. Finally, Orion Capital Management LLC boosted its stake in Motorola Solutions by 46.3% in the 4th quarter. Orion Capital Management LLC now owns 79 shares of the communications equipment provider’s stock valued at $30,000 after buying an additional 25 shares in the last quarter. Institutional investors and hedge funds own 84.17% of the company’s stock.

Wall Street Analysts Forecast Growth A number of research analysts have recently issued reports on the stock. Weiss Ratings cut shares of Motorola Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday. Truist Financial decreased their price objective on Motorola Solutions from $540.00 to $525.00 and set a “buy” rating for the company in a research note on Friday, May 8th. Evercore reissued an “outperform” rating on shares of Motorola Solutions in a research report on Monday, June 1st. Raymond James Financial restated an “outperform” rating and set a $530.00 target price on shares of Motorola Solutions in a report on Friday, May 8th. Finally, Wall Street Zen cut Motorola Solutions from a “buy” rating to a “hold” rating in a research report on Sunday, April 26th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, Motorola Solutions currently has an average rating of “Buy” and an average price target of $504.67.

Check Out Our Latest Report on Motorola Solutions

Motorola Solutions Price Performance Shares of MSI opened at $418.44 on Friday. The company has a quick ratio of 0.86, a current ratio of 1.07 and a debt-to-equity ratio of 3.28. Motorola Solutions, Inc. has a 12-month low of $359.36 and a 12-month high of $492.22. The stock has a market cap of $69.46 billion, a PE ratio of 33.72, a PEG ratio of 2.83 and a beta of 0.88. The business has a 50-day simple moving average of $409.42 and a two-hundred day simple moving average of $424.49.

Motorola Solutions (NYSE:MSI – Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The communications equipment provider reported $3.37 EPS for the quarter, beating analysts’ consensus estimates of $3.24 by $0.13. Motorola Solutions had a net margin of 17.61% and a return on equity of 100.13%. The company had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.70 billion. During the same period in the prior year, the firm posted $3.18 EPS. The company’s quarterly revenue was up 7.4% on a year-over-year basis. Motorola Solutions has set its Q2 2026 guidance at 3.820-3.880 EPS and its FY 2026 guidance at 16.870-16.990 EPS. Analysts anticipate that Motorola Solutions, Inc. will post 15.19 earnings per share for the current fiscal year.

Motorola Solutions Announces Dividend The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Wednesday, June 17th were issued a $1.21 dividend. This represents a $4.84 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Wednesday, June 17th. Motorola Solutions’s dividend payout ratio (DPR) is presently 39.00%.

About Motorola Solutions (Free Report)

Motorola Solutions, Inc is a provider of mission-critical communications and analytics solutions for public safety and commercial customers. The company designs, manufactures and supports a range of communications equipment and software aimed at enabling first responders, government agencies and enterprises to coordinate and operate reliably in high-pressure environments. Its offerings emphasize secure, resilient connectivity and situational awareness for organizations that require dependable voice, data and video communications.

Product lines include land mobile radio (LMR) systems and handheld and vehicle-mounted radios used by police, fire and emergency medical services; broadband push-to-talk and LTE-based solutions; command-and-control center software for incident management and records; and video security and analytics systems.

See Also Five stocks we like better than Motorola Solutions AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding MSI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Motorola Solutions, Inc. (NYSE:MSI – Free Report).

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Posted by Defense World Staff on Jul 25th, 2026

Arrowstreet Capital Limited Partnership grew its position in Waste Management, Inc. (NYSE:WM – Free Report) by 90.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 806,172 shares of the business services provider’s stock after acquiring an additional 382,079 shares during the quarter. Arrowstreet Capital Limited Partnership owned about 0.20% of Waste Management worth $185,250,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in WM. PBU The Pension Fund of Early Childhood & Youth Educators acquired a new position in Waste Management in the 4th quarter valued at about $10,206,000. Capital Advisors Inc. OK increased its holdings in shares of Waste Management by 2.0% during the 4th quarter. Capital Advisors Inc. OK now owns 196,585 shares of the business services provider’s stock worth $43,192,000 after buying an additional 3,880 shares during the last quarter. KLP Kapitalforvaltning AS raised its position in shares of Waste Management by 18.5% during the 4th quarter. KLP Kapitalforvaltning AS now owns 236,153 shares of the business services provider’s stock valued at $51,885,000 after buying an additional 36,900 shares during the period. LBP AM SA lifted its holdings in Waste Management by 24.1% in the fourth quarter. LBP AM SA now owns 46,640 shares of the business services provider’s stock valued at $10,247,000 after acquiring an additional 9,071 shares during the last quarter. Finally, Principal Financial Group Inc. grew its position in Waste Management by 3.1% in the first quarter. Principal Financial Group Inc. now owns 460,317 shares of the business services provider’s stock worth $105,776,000 after acquiring an additional 14,003 shares during the period. 80.40% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In Several equities research analysts have issued reports on the company. Oppenheimer cut their target price on Waste Management from $264.00 to $263.00 and set an “outperform” rating for the company in a research note on Wednesday, July 8th. Weiss Ratings cut Waste Management from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, June 11th. Canadian Imperial Bank of Commerce raised Waste Management from a “hold” rating to an “outperformer” rating and set a $244.00 price objective for the company in a research report on Tuesday, July 7th. Citigroup lifted their price target on shares of Waste Management from $263.00 to $269.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Finally, Barclays upped their price objective on shares of Waste Management from $266.00 to $270.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Fifteen research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $256.74.

Get Our Latest Analysis on WM

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

Positive Sentiment: Analysts expect WM to report higher revenue and earnings, supported by stronger collection and disposal pricing plus a sharp increase in renewable energy sales. WM Is Set to Report Q2 Earnings: Here’s What Investors Should Know Positive Sentiment: WM was highlighted as a stock that can benefit from inflation because its contracts allow it to pass rising costs through to customers, which supports margins and earnings resilience. 2 Stocks Built to Thrive If Inflation Refuses to Fade Positive Sentiment: The company was also cited as one of several waste firms using AI to improve efficiency and expand margins, reinforcing the long-term growth narrative. 3 Waste Stocks Turning AI Investments Into Growth Neutral Sentiment: Several articles published ahead of earnings focused on Wall Street estimates and key operating metrics, suggesting investors are mainly waiting for the actual Q2 report before making a bigger move. Curious about Waste Management (WM) Q2 Performance? Explore Wall Street Estimates for Key Metrics Neutral Sentiment: One broad S&P 500 article mentioned WM among companies worth investigating, but it did not provide a specific new catalyst for the stock. 1 S&P 500 Stock Worth Investigating and 2 Facing Challenges Waste Management Trading Up 0.7% Shares of Waste Management stock opened at $238.86 on Friday. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 2.22. The company has a fifty day simple moving average of $224.17 and a 200-day simple moving average of $227.08. The stock has a market cap of $95.92 billion, a price-to-earnings ratio of 34.57, a PEG ratio of 2.89 and a beta of 0.44. Waste Management, Inc. has a 12-month low of $194.11 and a 12-month high of $248.13.

Waste Management (NYSE:WM – Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.81 earnings per share for the quarter, beating analysts’ consensus estimates of $1.75 by $0.06. Waste Management had a net margin of 10.99% and a return on equity of 31.90%. The firm had revenue of $6.23 billion during the quarter, compared to analysts’ expectations of $6.28 billion. During the same period in the previous year, the company earned $1.67 earnings per share. Waste Management’s quarterly revenue was up 3.5% compared to the same quarter last year. On average, equities analysts forecast that Waste Management, Inc. will post 8.16 EPS for the current fiscal year.

Waste Management Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Friday, June 5th were issued a $0.945 dividend. This represents a $3.78 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend was Friday, June 5th. Waste Management’s payout ratio is presently 54.70%.

Waste Management Company Profile (Free Report)

Waste Management, Inc (NYSE: WM) is a leading provider of integrated waste management and environmental services in North America. The company offers end-to-end solutions that span collection, transfer, disposal and recycling, along with landfill operations and related infrastructure. Headquartered in Houston, Texas, Waste Management serves a broad customer base that includes residential, commercial, industrial and municipal clients.

Core services include curbside and commercial waste collection, roll-off and temporary container services, materials recovery and recycling, and engineered landfill disposal.

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Posted by Defense World Staff on Jul 25th, 2026

Beaconlight Capital LLC decreased its position in Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 16.8% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 29,799 shares of the energy company’s stock after selling 6,036 shares during the period. Cheniere Energy comprises 4.5% of Beaconlight Capital LLC’s portfolio, making the stock its 6th biggest position. Beaconlight Capital LLC’s holdings in Cheniere Energy were worth $8,456,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the business. Norges Bank bought a new stake in Cheniere Energy during the 4th quarter worth about $731,774,000. Bank of New York Mellon Corp increased its position in shares of Cheniere Energy by 174.3% in the first quarter. Bank of New York Mellon Corp now owns 2,244,268 shares of the energy company’s stock valued at $636,834,000 after acquiring an additional 1,426,058 shares during the last quarter. Marshall Wace LLP increased its position in shares of Cheniere Energy by 555.0% in the fourth quarter. Marshall Wace LLP now owns 810,138 shares of the energy company’s stock valued at $157,483,000 after acquiring an additional 686,459 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in Cheniere Energy by 518.8% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 577,533 shares of the energy company’s stock worth $112,267,000 after acquiring an additional 484,198 shares in the last quarter. Finally, Vanguard Group Inc. boosted its position in Cheniere Energy by 2.0% during the fourth quarter. Vanguard Group Inc. now owns 21,219,557 shares of the energy company’s stock valued at $4,124,870,000 after purchasing an additional 414,022 shares during the last quarter. 87.26% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades Several research analysts have weighed in on the company. Royal Bank Of Canada boosted their price target on Cheniere Energy from $286.00 to $300.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 14th. Jefferies Financial Group increased their price objective on Cheniere Energy from $275.00 to $330.00 and gave the company a “buy” rating in a report on Tuesday, April 7th. Zacks Research raised shares of Cheniere Energy from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Weiss Ratings downgraded shares of Cheniere Energy from a “buy (b)” rating to a “hold (c)” rating in a report on Monday, May 11th. Finally, Morgan Stanley dropped their price target on shares of Cheniere Energy from $313.00 to $308.00 and set an “overweight” rating on the stock in a research report on Tuesday, April 21st. Three analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $298.88.

Get Our Latest Stock Analysis on LNG

Cheniere Energy Stock Down 1.0% Shares of LNG opened at $269.27 on Friday. The company has a current ratio of 0.57, a quick ratio of 0.48 and a debt-to-equity ratio of 2.55. The stock has a market capitalization of $56.43 billion, a PE ratio of 44.29 and a beta of -0.01. The firm’s 50 day moving average is $244.52 and its 200-day moving average is $242.07. Cheniere Energy, Inc. has a 12 month low of $186.20 and a 12 month high of $300.89.

Cheniere Energy Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Monday, May 11th were given a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Monday, May 11th. Cheniere Energy’s dividend payout ratio is presently 36.51%.

Cheniere Energy Company Profile (Free Report)

Cheniere Energy, Inc is a U.S.-based energy company that develops, owns and operates liquefied natural gas (LNG) infrastructure and markets LNG to global customers. The company’s core activities include natural gas liquefaction, long‑term and short‑term LNG sales and marketing, and the associated midstream services required to move gas from production basins to international markets. Cheniere focuses on converting domestic natural gas into LNG for export, providing a bridge between North American supply and overseas demand.

Cheniere’s principal operating assets are large-scale LNG export terminals located on the U.S.

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Posted by Defense World Staff on Jul 25th, 2026

Fifth Third Bancorp lifted its position in Cavco Industries, Inc. (NASDAQ:CVCO – Free Report) by 599.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,824 shares of the construction company’s stock after purchasing an additional 2,420 shares during the period. Fifth Third Bancorp’s holdings in Cavco Industries were worth $1,367,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors also recently modified their holdings of CVCO. Aster Capital Management DIFC Ltd purchased a new position in shares of Cavco Industries during the fourth quarter valued at about $46,000. Kemnay Advisory Services Inc. purchased a new position in Cavco Industries during the 4th quarter valued at approximately $50,000. Los Angeles Capital Management LLC bought a new stake in Cavco Industries in the 4th quarter worth approximately $54,000. Danske Bank A S purchased a new stake in shares of Cavco Industries during the 3rd quarter worth approximately $58,000. Finally, CIBC Private Wealth Group LLC raised its holdings in shares of Cavco Industries by 72.5% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 119 shares of the construction company’s stock worth $69,000 after acquiring an additional 50 shares in the last quarter. Hedge funds and other institutional investors own 95.56% of the company’s stock.

Insider Buying and Selling In other Cavco Industries news, EVP Allison Aden sold 1,473 shares of the firm’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $625.00, for a total value of $920,625.00. Following the transaction, the executive vice president owned 9,147 shares in the company, valued at approximately $5,716,875. This trade represents a 13.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Richard A. Kerley sold 500 shares of the stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $588.76, for a total transaction of $294,380.00. Following the completion of the sale, the director owned 6,169 shares of the company’s stock, valued at approximately $3,632,060.44. The trade was a 7.50% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 3,541 shares of company stock worth $2,121,932. Insiders own 1.70% of the company’s stock.

Cavco Industries Stock Up 1.4% CVCO opened at $569.77 on Friday. Cavco Industries, Inc. has a 52-week low of $397.38 and a 52-week high of $713.01. The company has a market cap of $4.39 billion, a P/E ratio of 23.77 and a beta of 1.28. The firm’s 50-day moving average price is $565.24 and its 200-day moving average price is $553.70.

Cavco Industries (NASDAQ:CVCO – Get Free Report) last issued its quarterly earnings data on Thursday, May 21st. The construction company reported $5.42 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.30 by $0.12. Cavco Industries had a return on equity of 17.55% and a net margin of 8.49%.The business had revenue of $550.13 million during the quarter, compared to analysts’ expectations of $571.06 million. On average, research analysts anticipate that Cavco Industries, Inc. will post 24.5 EPS for the current fiscal year.

Analyst Upgrades and Downgrades CVCO has been the subject of a number of recent research reports. Weiss Ratings reissued a “hold (c+)” rating on shares of Cavco Industries in a research note on Tuesday, May 26th. Zacks Research raised shares of Cavco Industries from a “strong sell” rating to a “hold” rating in a report on Friday, April 3rd. Finally, UBS Group began coverage on Cavco Industries in a research note on Friday, June 5th. They set a “buy” rating and a $700.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Cavco Industries presently has a consensus rating of “Moderate Buy” and an average target price of $625.00.

Check Out Our Latest Stock Analysis on CVCO

Cavco Industries Profile (Free Report)

Cavco Industries, Inc is a leading designer, manufacturer and retailer of factory-built homes and modular structures. The company produces a range of HUD-code manufactured homes, modular buildings, park model RVs and cabins through its network of production facilities. Its offerings cater to both residential and commercial markets, including customizable single- and multi-section homes, workforce and affordable housing solutions, educational and healthcare modules, as well as specialty lodging products for the recreational vehicle and hospitality industries.

Since its founding in 1967, Cavco has grown through strategic investments and acquisitions, expanding its footprint across the United States and into parts of Canada and Mexico.

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Arrowstreet Capital Limited Partnership grew its stake in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 81.0% in the first quarter, according to its most recent filing with the SEC. The fund owned 230,238 shares of the construction company’s stock after acquiring an additional 103,039 shares during the period. Arrowstreet Capital Limited Partnership owned about 0.37% of United Rentals worth $167,742,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Woodline Partners LP raised its stake in United Rentals by 40.0% during the 1st quarter. Woodline Partners LP now owns 5,518 shares of the construction company’s stock valued at $3,458,000 after purchasing an additional 1,577 shares during the period. Sei Investments Co. raised its position in United Rentals by 24.7% during the second quarter. Sei Investments Co. now owns 27,136 shares of the construction company’s stock valued at $20,444,000 after buying an additional 5,375 shares during the period. Treasurer of the State of North Carolina lifted its stake in United Rentals by 43.6% in the 2nd quarter. Treasurer of the State of North Carolina now owns 56,057 shares of the construction company’s stock worth $42,233,000 after acquiring an additional 17,030 shares in the last quarter. HUB Investment Partners LLC boosted its position in United Rentals by 11.3% during the 2nd quarter. HUB Investment Partners LLC now owns 2,205 shares of the construction company’s stock worth $1,661,000 after acquiring an additional 223 shares during the period. Finally, Diversify Advisory Services LLC boosted its position in United Rentals by 338.7% during the 2nd quarter. Diversify Advisory Services LLC now owns 1,654 shares of the construction company’s stock worth $1,246,000 after acquiring an additional 1,277 shares during the period. 96.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling In related news, EVP Craig Adam Pintoff sold 2,466 shares of the company’s stock in a transaction on Monday, April 27th. The shares were sold at an average price of $963.00, for a total transaction of $2,374,758.00. Following the completion of the transaction, the executive vice president directly owned 14,774 shares in the company, valued at $14,227,362. This represents a 14.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Joli L. Gross sold 306 shares of the stock in a transaction on Monday, April 27th. The shares were sold at an average price of $954.99, for a total transaction of $292,226.94. Following the completion of the sale, the senior vice president directly owned 5,738 shares of the company’s stock, valued at approximately $5,479,732.62. This trade represents a 5.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.47% of the stock is owned by insiders.

Analyst Ratings Changes A number of brokerages have recently weighed in on URI. Wells Fargo & Company upped their target price on United Rentals from $1,245.00 to $1,355.00 and gave the company an “overweight” rating in a report on Friday. Bank of America raised their price target on shares of United Rentals from $1,195.00 to $1,300.00 and gave the stock a “buy” rating in a report on Thursday. Sanford C. Bernstein set a $903.00 price objective on shares of United Rentals and gave the company an “outperform” rating in a research report on Thursday, April 9th. Barclays upped their price objective on shares of United Rentals from $715.00 to $950.00 and gave the company an “underweight” rating in a research note on Friday. Finally, Weiss Ratings lowered shares of United Rentals from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, July 9th. Fourteen research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, United Rentals currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,226.50.

View Our Latest Stock Analysis on United Rentals

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

Positive Sentiment: JPMorgan raised its price target on United Rentals to $1,235 and kept an overweight rating, signaling confidence in continued upside. JPMorgan price target increase Positive Sentiment: Truist boosted its target to $1,466 and maintained a buy rating, reflecting a more optimistic view of URI’s earnings power and demand trends. Truist price target increase Positive Sentiment: Citigroup raised its target to $1,330 with a buy rating after the company’s strong Q2 results and improved guidance. Citigroup price target increase Positive Sentiment: Bank of America increased its target to $1,300 and reiterated a buy rating, adding to the positive analyst momentum around the stock. Bank of America price target increase Positive Sentiment: United Rentals reported Q2 earnings of $12.76 per share and revenue of $4.41 billion, both ahead of expectations, and raised full-year guidance on stronger rental growth and demand. Q2 earnings beat and guidance raise Neutral Sentiment: The company also declared a quarterly dividend of $1.97 per share, which is a modest shareholder-return update but not likely the main driver of today’s trading. Dividend announcement United Rentals Stock Up 0.0% URI stock opened at $1,140.19 on Friday. The stock has a market capitalization of $71.43 billion, a price-to-earnings ratio of 27.38, a price-to-earnings-growth ratio of 1.82 and a beta of 1.79. The company has a 50-day moving average of $1,052.87 and a two-hundred day moving average of $919.10. United Rentals, Inc. has a 52-week low of $701.59 and a 52-week high of $1,177.67. The company has a debt-to-equity ratio of 1.38, a current ratio of 0.76 and a quick ratio of 0.74.

United Rentals (NYSE:URI – Get Free Report) last posted its quarterly earnings data on Tuesday, July 21st. The construction company reported $12.76 EPS for the quarter, topping analysts’ consensus estimates of $11.53 by $1.23. United Rentals had a return on equity of 31.72% and a net margin of 15.67%.The business had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.22 billion. During the same period in the previous year, the company posted $10.47 earnings per share. The firm’s revenue for the quarter was up 11.8% on a year-over-year basis. As a group, equities research analysts anticipate that United Rentals, Inc. will post 46.85 EPS for the current year.

United Rentals Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be given a $1.97 dividend. This represents a $7.88 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Wednesday, August 12th. United Rentals’s payout ratio is currently 18.92%.

United Rentals Profile (Free Report)

United Rentals, Inc (NYSE: URI) is a leading equipment rental company headquartered in Stamford, Connecticut. The firm provides rental solutions and related services to construction, industrial, commercial, and municipal customers. Its business model centers on providing access to a broad fleet of equipment on a short-term or long-term basis, enabling customers to avoid the capital expenditure of ownership and to scale equipment use to match project needs.

The company’s product and service offerings span general construction equipment and a range of specialty categories, including aerial work platforms, earthmoving and excavation machines, material handling equipment, pumps, power and HVAC systems, trench and shoring solutions, and tools.

Read More Five stocks we like better than United Rentals AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding URI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for United Rentals, Inc. (NYSE:URI – Free Report).

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WEEX Named Most Secure Crypto Exchange at CoinGape Web3 Innovation Awards 2026

Posted by Defense World Staff on Jul 25th, 2026

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

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

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

Read Our Latest Report on IQVIA

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

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

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

IQVIA Profile (Free Report)

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

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

Featured Articles Five stocks we like better than IQVIA AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding IQV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for IQVIA Holdings Inc. (NYSE:IQV – Free Report).

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« PREVIOUS HEADLINEArrowstreet Capital Limited Partnership Boosts Stock Holdings in Waste Management, Inc. $WM

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Posted by Defense World Staff on Jul 25th, 2026

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

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

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

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

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

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

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

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

View Our Latest Stock Report on AMP

About Ameriprise Financial (Free Report)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Contact [email protected] for any questions or corrections.

Posted by Defense World Staff on Jul 25th, 2026

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

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

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

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

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

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

View Our Latest Stock Report on OMC

Omnicom Group Company Profile (Free Report)

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

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

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Posted by Defense World Staff on Jul 25th, 2026

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

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

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

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

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

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

Check Out Our Latest Analysis on Universal Health Services

About Universal Health Services (Free Report)

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

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

See Also Five stocks we like better than Universal Health Services AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding UHS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Universal Health Services, Inc. (NYSE:UHS – Free Report).

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

Posted by Defense World Staff on Jul 25th, 2026

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

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

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

Check Out Our Latest Stock Analysis on FSS

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

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

Federal Signal Profile (Free Report)

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

Federal Signal operates through two primary business segments.

See Also Five stocks we like better than Federal Signal AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding FSS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Federal Signal Corporation (NYSE:FSS – Free Report).

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