Track market-moving stories before they get noisy

When Tim Cook became CEO of Apple (AAPL -0.63%) in 2011, one of his biggest strategic shifts was returning capital to shareholders. He reinstated the company's dividend in 2012 and, more importantly, launched a massive stock buyback program.

Apple has spent more than any other company on stock buybacks over the last 10 years, according to research by The Motley Fool. Here's a closer look at how much it has spent and why this benefits shareholders.

Image source: The Motley Fool.

Apple's stock buybacks during Tim Cook's tenure Cook has been part of multiple record-breaking share buybacks while CEO of Apple. Near the beginning of his tenure, the board authorized a $10 billion buyback for its fiscal 2013, but later raised that to $60 billion, the largest single share-repurchase authorization in history. It authorized repurchases of $100 billion in 2018 and $110 billion in 2024, with the latter still being its largest-ever buyback. In 2025 and 2026, it authorized $100 billion in buybacks.

A buyback authorization only means a company can spend up to that amount, not that it will. Apple normally uses most of it, though, and has bought back a whopping $877 billion in shares under Cook's leadership.

A (mostly) positive move for Apple shareholders After Apple buys back shares, it retires them. With fewer shares in circulation, every shareholder owns a larger slice of the company. Over a quarter or even a year, this is a relatively minor change. At Apple's market cap of $4.6 trillion (as of Aug. 19), a $100 billion repurchase authorization means buying back a little over 2% of the company.

But for a long-term investor, it makes a significant difference. Case in point, when Cook took over, Apple had about 26 billion split-adjusted outstanding shares. It reported 14.6 billion outstanding shares as of July 2026, so the share count has fallen by about 44%. A share purchased at the start of Cook's tenure now owns nearly 80% more than it did then.

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The caveat here is that Apple's valuation has risen significantly since the early days of its buyback program. It traded between 12 and 18 times earnings for much of the 2010s. It trades at 36 times trailing earnings as of this writing, while Apple and other top tech stocks have seen considerable price appreciation. Buying back shares at a higher valuation means less added value for shareholders.

Apple's repurchase program was a major tailwind for most of Cook's tenure. However, John Ternus will become the company's new CEO on Sept. 1, 2026, and the leadership transition could also signal a shift in strategy. Buybacks will remain part of Apple's approach, but the company may divert some of that capital to research and development or building through acquisitions. Given Apple's somewhat expensive valuation, either could prove a better growth driver than buying back shares.

Robert G. Wright, Chief Financial Officer of Delek Logistics Partners, LP (DKL +0.78%), executed a direct purchase of 1,500 shares of common units on August 13, 2026 according to a recent SEC Form 4 filing.

Transaction summaryMetricValueShares purchased (directly held)1,500Transaction value$75,000Post-transaction shares (directly held)7,994Post-transaction value$418,086.20Transaction value based on SEC Form 4 weighted average purchase price ($50.00); post-transaction value based on August 13, 2026 market close ($52.30).

Key questionsWhat was the relative scale of this acquisition for the CFO?
The addition of 1,500 shares expanded the executive's direct stake by nearly a quarter, indicating a substantial relative increase in their personal equity commitment to the firm.How does the execution price align with the partnership's recent equity performance?
The purchase at $50.00 per share was executed while the partnership's one-year total return stood at 20% as of the August 13, 2026 transaction date.What is the current level of internal ownership for the executive?
Following this transaction, the CFO maintains direct beneficial ownership of 7,994 shares, which carries a market value of $431,755.94 based on the $54.01 price as of the August 14, 2026 market close.Does this transaction involve any derivative or indirect holdings?
The filing reflects only direct common unit ownership, with no reported indirect entities or associated derivative securities, such as stock options or warrants, held by the reporting owner.Company OverviewMetricValueShare Price (as of market close 2026-08-14)$54.01Market Capitalization$2.9 billionRevenue (TTM)$1.2 billionNet Income (TTM)$154.1 millionCompany SnapshotDelek Logistics Partners operates a diversified portfolio of logistics and marketing assets for crude oil, intermediate, and refined petroleum products, generating revenue through its various segments, including Storage and Transportation, Wholesale Marketing and Terminalling, and Pipeline Joint Venture Investments.The company generates earnings through the transportation and storage of petroleum products via its pipeline network and trucking fleet, as well as through wholesale marketing and terminalling operations that facilitate product distribution across the United States.The company serves major petroleum refiners, producers, and downstream distributors throughout the United States, positioning itself as a critical infrastructure provider in the midstream energy sector.Delek Logistics Partners is a substantial midstream energy infrastructure operator with $1.2 billion in trailing 12-month revenue and a market cap of $2.9 billion. The company's integrated logistics platform provides essential transportation and marketing services for petroleum products, leveraging its extensive pipeline network and terminalling facilities to capture value across the crude oil and refined products supply chain.

With a 20.2% one-year share price appreciation, the company demonstrates strong investor confidence in its operational performance and strategic positioning within the energy infrastructure sector.

What this transaction means for investorsChief Financial Officer Robert Wright's Aug. 13 purchase of Delek Logistics Partners for $50 per share came after the stock dropped from the prior day's closing price of $60. The price fell after the company announced a secondary public offering at $50 per share.

Wright's purchase indicates he is bullish on Delek Logistics Partners stock, and that he sees $50 as an attractive share price level to buy, so much so that he increased his direct holdings by 23%, which is quite a large increase. The stock's 52-week high was $61.50 reached on July 31.

The company's sales in the second quarter rose to $384.8 million, up from $246.4 million in the previous year. However, its costs increased, resulting in Q2 net income of $28.9 million, which is down from the prior year's net income of $44.6 million. Delek Logistics Partners reiterated its 2026 EBITDA guidance of $520 million to $560 million.

Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Every bull market eventually asks investors to squint past a number they’d rather not look at. In 2000, it was cash burn rates at dot-coms with no revenue. In 2008, it was mortgage-backed securities nobody could quite value. Today, it’s the financing behind the AI buildout — and specifically, how much of it never shows up on a balance sheet at all. 

For most of 2026, the story was that Big Tech’s free cash flow couldn’t keep pace with AI capital expenditures. Then it became a story about off-balance-sheet arrangements. Now, thanks to new reporting, the number attached to that second story has nearly doubled.

From $1.65 Trillion to $3 Trillion in Six Weeks In July, Nikkei estimated that Microsoft (NASDAQ:MSFT | MSFT Price Prediction), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), and Oracle (NYSE:ORCL) were carrying roughly $1.65 trillion in obligations that don’t appear as debt on their balance sheets — mostly future spending tied to data centers, chips, and power. That was startling enough. But a Wall Street Journal analysis published this month found the real figure across nine companies — those five plus Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), and SpaceX (NASDAQ:SPCX) — sits closer to $3 trillion, based on filings mostly current through June 2026.

That’s not a rounding error. It’s the difference between a concerning trend and a systemic one. The Journal’s breakdown shows roughly $1.9 trillion in purchase commitments — contracts to buy chips, servers, and hardware from suppliers — plus another $1.2 trillion in leases that have been signed but haven’t yet commenced, meaning they still sit outside reported balance-sheet liabilities. Alphabet alone disclosed $811 billion in purchase commitments and contractual obligations as of June 30, up from $322 billion just three months earlier. That’s a 152% jump in a single quarter.

Here’s the number that should give investors pause: this $3 trillion is roughly triple what these same companies currently report as outstanding leases and long-term borrowings on their actual balance sheets. And it’s growing faster than traditional capex, which totaled about $600 billion over the trailing year. In short, the shadow ledger is expanding faster than the visible one.

Where the Debt Is Hiding It is important to remember none of this is accounting fraud. It’s standard treatment for purchase commitments and unstarted leases, which accounting rules don’t require companies to book as liabilities until the underlying asset or service goes live. The risk isn’t legality — it’s timing and visibility.

Some of it is getting creative. Meta’s Hyperion data-center project in Louisiana carries about $27 billion in debt that never touches Meta’s balance sheet, because funds managed by Blue Owl Capital (NYSE:OBDC) own the majority of the joint venture that owns the campus. Meta is just the tenant and a minority partner. 

Vendor financing works similarly — suppliers extend credit, or buy back equipment through repurchase-style arrangements, but a problem at a single counterparty can ripple across several balance sheets at once. It is called “rehypothecated leverage:” the same underlying capacity, financed and re-financed across multiple books.

Metric Figure Total off-balance-sheet commitments ~$3 trillion Purchase commitments ~$1.9 trillion Unstarted leases ~$1.2 trillion Reported on-balance-sheet leases/debt ~$1 trillion Trailing 12-month capex ~$600 billion Disclosure is inconsistent, too. Nvidia quantified $30 billion of cloud-service commitments and Oracle disclosed $10 billion, while Meta declined to quantify the cloud-capacity portion of its $238 billion in commitments. That inconsistency means comparing “true” leverage across companies rests on differing materiality judgments — the aggregate numbers, large as they are, remain uncertain.

What Investors Should Actually Watch These companies aren’t about to go bankrupt. Instead, it’s a set of timing mismatches. Depreciation on this spending is deferred — construction-in-progress balances at Oracle and Meta are up roughly 200% and 90% year-over-year, respectively — and when it finally lands, cumulative depreciation across Microsoft, Oracle, Meta, and Alphabet could exceed $520 billion over three years. That could push Oracle’s depreciation as a share of revenue from 7% toward 28%, and Meta’s from 9% toward 19%, by fiscal 2028. Margins can only hold up if revenue rises to match — and so far it hasn’t kept pace.

That question gets more complicated, not less, if demand shifts toward cheaper Chinese models delivering roughly 90% of frontier performance at a fraction of the cost. For example, Microsoft holds a stake in OpenAI worth tens of billions of dollars, and Amazon and Alphabet have each committed billions to Anthropic. Nvidia is discussing $3 billion in an Ohio data center as part of its OpenAI agreement, and launched a new $500 billion financing platform with six institutions for AI infrastructure.

A pivot toward discount alternatives doesn’t just threaten hyperscaler revenue from external customers — it undercuts the equity stakes and circular purchasing arrangements that helped justify the spending in the first place. Pull one thread, and the sweater unravels faster than a standalone-demand story alone would suggest.

Key Takeaway Smart investors shouldn’t panic, but they should stop pricing these stocks as if capex were the whole picture. The $3 trillion figure means real leverage is roughly triple what balance sheets show, concentrated in a handful of long-duration supplier contracts, and inconsistently disclosed enough that no analyst can fully size it. 

The key will be free cash flow relative to committed spending, not just reported debt — that’s where the real risk to Microsoft, Amazon, Alphabet, Meta, and Oracle shareholders is actually building.

Contact [email protected] for any questions or corrections.

Elon Musk is known for making bold moves. When it comes to Tesla (TSLA +5.14%), the big change he's implementing is a shift from making electric vehicles (EVs) to making humanoid robots. Tesla, however, still needs to make its EVs if it has any hope of supporting this massive business shift. Which is why the Model Y L is so important.

What is Tesla's big goal? Elon Musk has embraced the idea that autonomous devices are the future. To that end, he's pushed Tesla to develop self-driving cars. The company is currently working on autonomous taxi services, but self-driving electric vehicles have long been a key part of the company's technology push. The company has also been working on a humanoid robot, known as Optimus.

Image source: The White House.

To this end, the company has retooled its Fremont factory. It has ended production of the Tesla Model S and Model X, instead using the production lines to mass-produce Optimus robots. It is a bold bet, and it comes at a cost for the company: there will be fewer cars to sell. And while robotics may be the future, Tesla is still largely a car company at this point.

Will the Model Y L come to the rescue? The Model Y is Tesla's existing SUV vehicle. The Model Y L is an update that adds a third row of seats and a larger battery, giving it a longer range. It was first introduced in China, but has since been brought to other markets. This is where things get interesting for investors as they consider the impact of the updated Model Y on the company's financial results.

In Australia, the Model Y L accounted for more than half of the Model Y vehicles registered in July, according to industry watchers. Roughly 40% of the Model Y SUVs registered in New Zealand were the updated version, as well. There is clearly a demand for the product in Western markets.

Now, Tesla is bringing the Model Y L to the United States. U.S. consumers tend to like large vehicles, so it seems highly likely that the Model Y L will be a strong seller in the U.S. market, as well. Consumers also like new and improved products, so there's another positive here to push sales. And there could be an early burst of demand for a car already available in other markets, creating something of an exclusivity pitch for early U.S. customers.

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But will it reginite Tesla's sales growth? The answer isn't a clear yes. It may get customers excited about Tesla again, but the Model Y L is an expensive vehicle. That could put a limit on demand. And Tesla is already one of the most popular U.S. EV brands, so investors probably shouldn't get their hopes up on a massive growth spike.

Then there's the issue of the production halt for the Model S and Model X, which has to be factored in. While they were older models, the Model Y L has to offset the drop off from those two vehicles. It is more likely that the Model Y L simply supports current sales volumes and, perhaps, adds a little to sales growth. But that may actually be all that Tesla is looking for.

The Model Y L is part of a bigger plan At the end of the day, the Model Y L isn't likely to be a company-changing development. It is an incremental update to an existing product. Good, but not likely to spur massive sales growth. The company-changing shift is the transition to producing and selling Optimus robots. If the Model Y L makes that transition easier, then it will be a massive success. Early sales results in Australia and New Zealand suggest the launch of the Model Y L in the U.S. market could be just what Tesla is looking for.

The artificial intelligence boom is turning corporate capital spending into a different kind of arms race. The biggest cloud companies aren’t merely adding data centers as demand grows; they’re building infrastructure years ahead of expected usage. 

UBS now estimates hyperscaler capital expenditures could reach about $4.1 trillion from 2026 through 2028. That’s more than three times the $1.292 trillion spent across the previous six years, based on UBS’s hyperscaler spending estimates. For investors, the message is clear: AI is pushing the industry’s long-term spending base into territory that would have looked absurd just a few years ago.

Cloud Revenue Tells The Story UBS estimates Amazon (NASDAQ:AMZN | AMZN Price Prediction), Alphabet (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT) will collectively spend about 102% of their cloud revenue on capital expenditures in 2026.

That doesn’t mean these companies are burning through more cash than they generate. Their businesses are much larger and more diversified than cloud infrastructure alone. Instead, the ratio shows how aggressively cloud revenue is being recycled into AI infrastructure.

UBS expects that ratio to ease to roughly 99% of cloud revenue in 2027 and 94% in 2028. Yet spending keeps rising.

UBS projects total hyperscaler capex at $492 billion in 2025, $1.009 trillion in 2026, $1.447 trillion in 2027, and $1.619 trillion in 2028 — three times more in three years than in the previous six years combined. It shows how the growth rate can slow while the dollar amount continues climbing.

And the composition matters, too. Amazon, Alphabet, Microsoft, and Meta Platforms (NASDAQ:META) account for the largest portions of the buildout, but SpaceX (NASDAQ:SPCX) is making up for lost time, and  Oracle (NYSE:ORCL), neocloud providers, and newer entrants are expanding the spending pool. 

That means the AI infrastructure opportunity is spreading beyond the handful of companies investors typically associate with the boom.

$4.1 Trillion Is A Bigger Bet Than It Looks The cumulative UBS estimates for 2026 through 2028 are staggering:

Company 2026-2028 Capex Alphabet ~$938 billion Meta Platforms ~$683 billion Microsoft ~$672 billion Amazon ~$628 billion SpaceX ~$335 billion Oracle ~$276 billion CoreWeave (NASDAQ:CRWV) ~$130 billion Nebius Group (NASDAQ:NBIS) ~$93 billion Together, those figures illustrate why this isn’t simply another upgrade cycle for servers. New demand is coming from traditional hyperscalers, neocloud providers, and SpaceX, creating additional pools of infrastructure spending.

For chipmakers, networking companies, data-center power suppliers, and infrastructure operators, the spending becomes revenue somewhere in the supply chain.

More importantly, the UBS forecast suggests the spending isn’t peaking when the growth rate peaks. Total hyperscaler capex rises from $1.009 trillion in 2026 to $1.619 trillion in 2028. In other words, the industry could be spending more than $1.6 trillion annually even after the initial acceleration begins to moderate.

That’s what makes this different from a normal technology upgrade. AI could reset the industry’s capital requirements at a permanently higher level.

Tech giants are recycling nearly 100% of their cloud revenue into a $4.1 trillion AI bet. This unprecedented infrastructure buildout is resetting the global spending base forever. The Risk Is Spending Without Returns Granted, $1.619 trillion of annual hyperscaler capex by 2028 creates a formidable hurdle. Companies eventually need AI revenue and cash flow to justify those investments.

That’s where investors should remain selective. A data center doesn’t generate attractive returns merely because it contains expensive GPUs. Capacity has to stay utilized, customers have to pay for it, and AI services have to produce enough revenue to cover depreciation, electricity, financing, and operating costs.

There is also a timing risk. Companies can spend billions today on infrastructure that may take years to reach full utilization. If AI demand grows more slowly than expected, depreciation expenses could rise faster than revenue, pressuring margins and free cash flow.

That said, the scale of the commitment from multiple customers reduces the risk that this is simply one company’s speculative bet. Amazon, Alphabet, Microsoft, Meta, SpaceX, Oracle, and the neoclouds are collectively building an ecosystem around AI compute.

In short, the spending itself isn’t the investment thesis. The investment thesis is that AI demand becomes large enough to keep this infrastructure productive for years.

UBS’s numbers suggest the major cloud platforms are betting heavily that it will. Smart investors don’t have to match their conviction blindly. They should follow the money — and favor companies positioned to monetize the buildout rather than simply finance it.

Key Takeaway The 102% figure is less a warning about reckless spending than a measure of how radically AI is changing the cloud economy. With UBS projecting roughly $4.1 trillion of hyperscaler capex from 2026 through 2028, investors should expect AI infrastructure spending to remain a dominant market theme well beyond the current boom.

The opportunity is strongest where spending translates into recurring revenue, high utilization, and durable free cash flow. In the end, the winners won’t necessarily be the companies spending the most. They’ll be the ones turning that unprecedented spending into the highest returns on capital.

Contact [email protected] for any questions or corrections.

B. Metzler seel. Sohn & Co. AG purchased a new stake in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 46,665 shares of the company’s stock, valued at approximately $6,384,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Kayne Anderson Capital Advisors LP acquired a new stake in shares of American Electric Power in the second quarter worth $8,448,000. Silvant Capital Management LLC purchased a new stake in American Electric Power in the 2nd quarter worth $2,278,000. LaSalle St. Investment Advisors LLC acquired a new stake in American Electric Power in the 2nd quarter worth about $239,000. Ceredex Value Advisors LLC acquired a new stake in shares of American Electric Power in the second quarter valued at about $51,516,000. Finally, Oxford Financial Group LTD. LLC purchased a new position in American Electric Power during the second quarter worth about $1,208,000. Hedge funds and other institutional investors own 75.24% of the company’s stock.

Wall Street Analyst Weigh In Several research analysts have recently commented on the company. Morgan Stanley lowered their price target on American Electric Power from $139.00 to $135.00 and set an “overweight” rating for the company in a research report on Friday. JPMorgan Chase & Co. decreased their target price on American Electric Power from $141.00 to $140.00 and set a “neutral” rating for the company in a research report on Friday, May 15th. Raymond James Financial restated an “outperform” rating and set a $144.00 price target on shares of American Electric Power in a research note on Friday, May 8th. Truist Financial decreased their target price on shares of American Electric Power from $146.00 to $139.00 and set a “buy” rating on the stock in a research report on Monday, August 17th. Finally, Scotiabank increased their target price on American Electric Power from $131.00 to $140.00 and gave the company a “sector perform” rating in a report on Wednesday, May 6th. Thirteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $140.19.

Get Our Latest Stock Analysis on AEP American Electric Power Price Performance Shares of AEP opened at $120.94 on Friday. American Electric Power Company, Inc. has a 52 week low of $105.70 and a 52 week high of $140.58. The company has a current ratio of 0.50, a quick ratio of 0.38 and a debt-to-equity ratio of 1.44. The firm has a market cap of $65.84 billion, a price-to-earnings ratio of 20.74, a PEG ratio of 2.25 and a beta of 0.52. The stock has a 50 day moving average of $131.01 and a 200-day moving average of $130.48.

American Electric Power (NASDAQ:AEP – Get Free Report) last issued its earnings results on Thursday, July 30th. The company reported $1.36 EPS for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.12). American Electric Power had a net margin of 13.78% and a return on equity of 9.95%. The company had revenue of $5.45 billion during the quarter, compared to analyst estimates of $5.34 billion. During the same quarter in the previous year, the firm earned $1.43 earnings per share. The business’s revenue was up 7.0% on a year-over-year basis. American Electric Power has set its FY 2026 guidance at 6.250-6.550 EPS. As a group, analysts forecast that American Electric Power Company, Inc. will post 6.37 EPS for the current year.

American Electric Power Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be given a dividend of $0.95 per share. The ex-dividend date is Monday, August 10th. This represents a $3.80 annualized dividend and a dividend yield of 3.1%. American Electric Power’s dividend payout ratio (DPR) is 65.18%.

(Free Report)

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

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

See Also Five stocks we like better than American Electric Power Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding AEP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for American Electric Power Company, Inc. (NASDAQ:AEP – Free Report).

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Bard Associates Inc. acquired a new stake in shares of IDEX Corporation (NYSE:IEX – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 6,593 shares of the industrial products company’s stock, valued at approximately $1,496,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Laurel Wealth Advisors LLC acquired a new stake in shares of IDEX in the 4th quarter valued at $27,000. Optiver Holding B.V. bought a new stake in shares of IDEX in the first quarter worth about $27,000. SJS Investment Consulting Inc. raised its holdings in IDEX by 104.1% during the 1st quarter. SJS Investment Consulting Inc. now owns 149 shares of the industrial products company’s stock worth $28,000 after buying an additional 76 shares during the period. CYBER HORNET ETFs LLC acquired a new stake in shares of IDEX in the 2nd quarter valued at about $35,000. Finally, Root Financial Partners LLC increased its stake in IDEX by 57.6% in the 1st quarter. Root Financial Partners LLC now owns 208 shares of the industrial products company’s stock valued at $39,000 after buying an additional 76 shares during the last quarter. 97.96% of the stock is currently owned by institutional investors and hedge funds.

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

Positive Sentiment: Analysts raised several forward earnings forecasts. Zacks Research lifted its FY2026 EPS estimate to $8.70 from $8.46, Q3 2026 to $2.20 from $2.17, Q1 2027 to $2.11 from $2.09, FY2027 to $9.21 from $9.20, and FY2028 to $10.45 from $10.27. The upgrades suggest expectations for improving earnings momentum beyond the current year. IDEX analyst estimates Positive Sentiment: Longer-term earnings growth remains a key support. The FY2028 forecast implies continued expansion from the approximately $8.70 expected for FY2026, while the company’s latest reported quarter exceeded consensus estimates for both revenue and EPS. IDEX financial information Neutral Sentiment: Board changes may increase investor focus on governance and valuation. IDEX announced a board resignation and a governance adjustment. The development does not provide a clear operating-impact signal, but investors may scrutinize leadership, capital allocation, and whether the company’s premium valuation is justified. IDEX board resignation and governance adjustment Negative Sentiment: Some estimates were reduced. Zacks cut its Q2 2027 EPS forecast to $2.33 from $2.43 and its Q2 2028 forecast to $2.43 from $2.54. These isolated reductions temper the broader upgrade story and could limit upside if investors view them as signs of uneven demand or execution. IDEX revised earnings estimates Analyst Upgrades and Downgrades Several research analysts have recently commented on the company. TD Cowen lifted their target price on IDEX from $260.00 to $275.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Royal Bank Of Canada raised their price target on IDEX from $261.00 to $280.00 and gave the stock an “outperform” rating in a research report on Thursday, July 30th. Oppenheimer reaffirmed an “outperform” rating and issued a $265.00 price target on shares of IDEX in a research note on Thursday, July 30th. Argus upped their price objective on shares of IDEX from $250.00 to $260.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Finally, Robert W. Baird set a $257.00 target price on shares of IDEX in a report on Thursday, April 30th. Eight analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $260.80. View Our Latest Stock Report on IDEX

IDEX Trading Up 0.4% Shares of IDEX stock opened at $234.57 on Friday. IDEX Corporation has a 12-month low of $158.19 and a 12-month high of $243.80. The company has a market capitalization of $17.29 billion, a P/E ratio of 33.75, a price-to-earnings-growth ratio of 2.21 and a beta of 0.98. The stock has a fifty day simple moving average of $227.88 and a 200 day simple moving average of $212.87. The company has a current ratio of 3.05, a quick ratio of 2.15 and a debt-to-equity ratio of 0.46.

IDEX (NYSE:IEX – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The industrial products company reported $2.32 EPS for the quarter, beating the consensus estimate of $2.11 by $0.21. The business had revenue of $920.60 million for the quarter, compared to the consensus estimate of $905.38 million. IDEX had a return on equity of 15.69% and a net margin of 14.49%.IDEX’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.07 earnings per share. IDEX has set its FY 2026 guidance at 8.700-8.850 EPS and its Q3 2026 guidance at 2.200-2.250 EPS. On average, sell-side analysts anticipate that IDEX Corporation will post 8.82 earnings per share for the current fiscal year.

IDEX Announces Dividend The business also recently announced a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Monday, July 6th were given a $0.73 dividend. The ex-dividend date was Monday, July 6th. This represents a $2.92 annualized dividend and a yield of 1.2%. IDEX’s payout ratio is 42.01%.

Insider Buying and Selling In other IDEX news, CAO Lisa M. Anderson sold 385 shares of IDEX stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $238.59, for a total transaction of $91,857.15. Following the completion of the sale, the chief accounting officer owned 4,327 shares of the company’s stock, valued at $1,032,378.93. The trade was a 8.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.50% of the stock is currently owned by corporate insiders.

IDEX Profile (Free Report)

IDEX Corporation is a diversified industrial manufacturer specializing in the design, production and distribution of highly engineered fluidics systems, measurement technologies and safety solutions. The company’s core offerings include positive-displacement pumps, flow meters, valves, sampling systems and analytical instruments that serve a wide range of end markets such as water treatment, chemical processing, energy, food and beverage, and life sciences. Through its focus on precision engineering and proprietary material science, IDEX delivers products designed for reliability in demanding applications.

Operations at IDEX are organized into three principal segments.

Featured Stories Five stocks we like better than IDEX Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding IEX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for IDEX Corporation (NYSE:IEX – Free Report).

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Bard Associates Inc. bought a new stake in The Ensign Group, Inc. (NASDAQ:ENSG – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 49,450 shares of the company’s stock, valued at approximately $7,930,000. The Ensign Group comprises about 1.8% of Bard Associates Inc.’s investment portfolio, making the stock its 15th biggest holding. Bard Associates Inc. owned approximately 0.08% of The Ensign Group as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the business. Private Trust Co. NA grew its holdings in The Ensign Group by 156.5% in the 4th quarter. Private Trust Co. NA now owns 159 shares of the company’s stock valued at $28,000 after buying an additional 97 shares during the period. Monetary Solutions Ltd acquired a new stake in shares of The Ensign Group in the fourth quarter worth approximately $30,000. Northwestern Mutual Wealth Management Co. boosted its position in shares of The Ensign Group by 55.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 172 shares of the company’s stock worth $30,000 after acquiring an additional 61 shares during the last quarter. Bayban acquired a new position in The Ensign Group during the fourth quarter worth approximately $31,000. Finally, Cedar Mountain Advisors LLC acquired a new position in The Ensign Group during the first quarter worth approximately $32,000. 96.12% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In Several brokerages have recently issued reports on ENSG. Truist Financial boosted their price objective on shares of The Ensign Group from $202.00 to $207.00 and gave the company a “hold” rating in a research note on Thursday, July 30th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $228.00 target price on shares of The Ensign Group in a research report on Tuesday, July 28th. Weiss Ratings downgraded The Ensign Group from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 16th. Finally, Wall Street Zen lowered The Ensign Group from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. Four investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $216.25.

Get Our Latest Stock Report on ENSG Insider Activity at The Ensign Group In other news, Director John O. Agwunobi sold 392 shares of The Ensign Group stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $171.06, for a total value of $67,055.52. Following the completion of the transaction, the director owned 9,503 shares in the company, valued at approximately $1,625,583.18. This trade represents a 3.96% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Barry M. Smith sold 700 shares of The Ensign Group stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $164.28, for a total transaction of $114,996.00. Following the completion of the transaction, the director directly owned 21,352 shares of the company’s stock, valued at approximately $3,507,706.56. This represents a 3.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 4.00% of the company’s stock.

The Ensign Group Trading Down 0.2% NASDAQ:ENSG opened at $179.48 on Friday. The stock has a market cap of $10.46 billion, a price-to-earnings ratio of 28.13, a price-to-earnings-growth ratio of 1.73 and a beta of 0.68. The Ensign Group, Inc. has a one year low of $141.58 and a one year high of $218.00. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.21 and a current ratio of 1.21. The business’s 50-day simple moving average is $171.11 and its 200 day simple moving average is $184.42.

The Ensign Group (NASDAQ:ENSG – Get Free Report) last posted its quarterly earnings data on Monday, July 27th. The company reported $1.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.80 by $0.12. The Ensign Group had a return on equity of 16.75% and a net margin of 6.90%.The company had revenue of $1.44 billion for the quarter, compared to the consensus estimate of $1.44 billion. During the same period in the previous year, the business earned $1.59 EPS. The Ensign Group’s revenue for the quarter was up 16.7% compared to the same quarter last year. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. As a group, sell-side analysts predict that The Ensign Group, Inc. will post 6.93 earnings per share for the current fiscal year.

The Ensign Group Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Tuesday, June 30th were paid a $0.065 dividend. This represents a $0.26 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Tuesday, June 30th. The Ensign Group’s dividend payout ratio (DPR) is 4.08%.

The Ensign Group Company Profile (Free Report)

The Ensign Group, Inc is a diversified provider of post-acute healthcare services in the United States, operating a network of skilled nursing, assisted living, independent living, home health and hospice care centers. The company’s model emphasizes integrated care by employing multidisciplinary teams—including nursing staff, therapists and physicians—to deliver personalized rehabilitation and long-term care services for seniors and other patients recovering from injury, illness or surgery.

Through its owned and managed centers, The Ensign Group offers a broad spectrum of rehabilitation services such as physical, occupational and speech therapy.

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B. Metzler seel. Sohn & Co. AG purchased a new stake in shares of Evergy Inc. (NASDAQ:EVRG – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 75,096 shares of the company’s stock, valued at approximately $6,491,000.

A number of other large investors have also recently made changes to their positions in EVRG. Kestra Advisory Services LLC increased its position in shares of Evergy by 0.8% during the 1st quarter. Kestra Advisory Services LLC now owns 15,829 shares of the company’s stock valued at $1,297,000 after purchasing an additional 124 shares during the last quarter. Trilogy Capital Inc. grew its holdings in shares of Evergy by 0.3% in the second quarter. Trilogy Capital Inc. now owns 47,210 shares of the company’s stock worth $4,080,000 after purchasing an additional 125 shares during the last quarter. Retirement Planning Group LLC grew its stake in Evergy by 0.6% in the first quarter. Retirement Planning Group LLC now owns 23,659 shares of the company’s stock worth $1,938,000 after purchasing an additional 137 shares in the last quarter. Earned Wealth Advisors LLC lifted its position in shares of Evergy by 4.9% in the 1st quarter. Earned Wealth Advisors LLC now owns 2,946 shares of the company’s stock worth $241,000 after purchasing an additional 137 shares during the period. Finally, Optiver Holding B.V. increased its holdings in shares of Evergy by 14.5% in the 1st quarter. Optiver Holding B.V. now owns 1,107 shares of the company’s stock valued at $91,000 after acquiring an additional 140 shares during the period. 87.24% of the stock is currently owned by institutional investors.

Insider Buying and Selling In other news, Director Sandra Aj Lawrence sold 761 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $83.31, for a total transaction of $63,398.91. Following the transaction, the director owned 1,680 shares of the company’s stock, valued at approximately $139,960.80. The trade was a 31.18% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Charles A. Caisley sold 10,787 shares of the company’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $83.46, for a total transaction of $900,283.02. Following the completion of the sale, the executive vice president directly owned 37,789 shares of the company’s stock, valued at $3,153,869.94. This represents a 22.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 12,748 shares of company stock worth $1,061,870. 1.52% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades EVRG has been the topic of several research analyst reports. Barclays boosted their target price on Evergy from $89.00 to $94.00 and gave the stock an “overweight” rating in a research note on Tuesday, June 30th. BMO Capital Markets upped their price objective on shares of Evergy from $88.00 to $92.00 and gave the company an “outperform” rating in a report on Wednesday, July 22nd. Citigroup increased their price objective on shares of Evergy from $95.00 to $97.00 and gave the company a “buy” rating in a research report on Friday, July 24th. Weiss Ratings reissued a “buy (b)” rating on shares of Evergy in a research report on Friday, August 7th. Finally, BTIG Research set a $97.00 price objective on shares of Evergy in a research note on Thursday, July 23rd. Eight research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $90.60. Get Our Latest Stock Analysis on Evergy

Evergy Stock Down 2.7% NASDAQ EVRG opened at $80.92 on Friday. The business has a fifty day moving average price of $84.77 and a 200 day moving average price of $82.82. Evergy Inc. has a one year low of $70.42 and a one year high of $88.62. The company has a debt-to-equity ratio of 1.20, a quick ratio of 0.21 and a current ratio of 0.36. The company has a market cap of $18.66 billion, a P/E ratio of 20.54, a P/E/G ratio of 2.16 and a beta of 0.54.

Evergy (NASDAQ:EVRG – Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $0.88 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.81 by $0.07. The business had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.36 billion. Evergy had a net margin of 15.19% and a return on equity of 9.20%. During the same quarter in the prior year, the firm earned $0.82 earnings per share. Evergy has set its FY 2026 guidance at 4.140-4.340 EPS. Research analysts anticipate that Evergy Inc. will post 4.25 EPS for the current fiscal year.

Evergy Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Tuesday, August 18th will be issued a $0.695 dividend. This represents a $2.78 annualized dividend and a dividend yield of 3.4%. The ex-dividend date of this dividend is Tuesday, August 18th. Evergy’s dividend payout ratio (DPR) is currently 70.56%.

Evergy Profile (Free Report)

Evergy, Inc is a regulated electric utility that generates, transmits and distributes electricity to residential, commercial and industrial customers primarily across Kansas and western Missouri. The company provides core utility services including retail electric delivery, grid operations, customer service and outage restoration, operating under state regulatory frameworks. Evergy serves a mix of urban and rural communities, including portions of the Kansas City metropolitan area and other population centers in its service territory.

The company’s business activities span power generation, system planning, transmission and distribution infrastructure, and customer-facing programs such as energy efficiency and demand-side management.

See Also Five stocks we like better than Evergy Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding EVRG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Evergy Inc. (NASDAQ:EVRG – Free Report).

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Bank of New York Mellon Corp purchased a new stake in The Hartford Insurance Group, Inc. (NYSE:HIG – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 2,549,854 shares of the insurance provider’s stock, valued at approximately $337,907,000. Bank of New York Mellon Corp owned about 0.94% of The Hartford Insurance Group at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in HIG. Sandro Wealth Management LLC acquired a new position in shares of The Hartford Insurance Group in the second quarter worth approximately $530,000. State of Wyoming bought a new stake in The Hartford Insurance Group in the second quarter valued at approximately $203,000. Bellars Harris Wealth Management LLC acquired a new stake in The Hartford Insurance Group during the 2nd quarter valued at approximately $8,452,000. GSA Capital Partners LLP acquired a new position in shares of The Hartford Insurance Group in the 2nd quarter worth approximately $2,312,000. Finally, Clearstead Trust LLC acquired a new position in shares of The Hartford Insurance Group in the 2nd quarter worth approximately $29,000. Institutional investors and hedge funds own 93.42% of the company’s stock.

Insiders Place Their Bets In other news, President Adin M. Tooker sold 8,895 shares of the stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $135.13, for a total transaction of $1,201,981.35. Following the completion of the transaction, the president directly owned 38,208 shares of the company’s stock, valued at $5,163,047.04. This represents a 18.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.30% of the stock is currently owned by insiders.

Analyst Ratings Changes A number of research analysts have recently issued reports on the company. Mizuho boosted their price objective on The Hartford Insurance Group from $154.00 to $163.00 and gave the company an “outperform” rating in a research note on Thursday, July 9th. Barclays cut their price target on The Hartford Insurance Group from $156.00 to $155.00 and set an “overweight” rating on the stock in a report on Friday, June 12th. JPMorgan Chase & Co. raised their price objective on shares of The Hartford Insurance Group from $149.00 to $152.00 and gave the stock a “neutral” rating in a research report on Monday, July 20th. Weiss Ratings lowered shares of The Hartford Insurance Group from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Wednesday, May 27th. Finally, Piper Sandler restated a “neutral” rating and issued a $146.00 target price (down from $148.00) on shares of The Hartford Insurance Group in a research note on Wednesday, July 15th. Seven analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $149.67. Read Our Latest Report on HIG

The Hartford Insurance Group Stock Performance Shares of HIG opened at $136.30 on Friday. The company has a current ratio of 0.31, a quick ratio of 0.31 and a debt-to-equity ratio of 0.23. The company has a market capitalization of $36.92 billion, a price-to-earnings ratio of 8.81, a PEG ratio of 3.37 and a beta of 0.46. The stock has a 50 day moving average of $137.56 and a 200 day moving average of $136.64. The Hartford Insurance Group, Inc. has a 12 month low of $120.33 and a 12 month high of $146.07.

The Hartford Insurance Group (NYSE:HIG – Get Free Report) last released its earnings results on Thursday, July 23rd. The insurance provider reported $3.42 EPS for the quarter, topping analysts’ consensus estimates of $3.16 by $0.26. The company had revenue of $7.26 billion for the quarter, compared to analysts’ expectations of $7.17 billion. The Hartford Insurance Group had a return on equity of 21.66% and a net margin of 15.00%.The business’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same period in the previous year, the business posted $3.41 EPS. As a group, sell-side analysts forecast that The Hartford Insurance Group, Inc. will post 12.8 earnings per share for the current year.

The Hartford Insurance Group Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Friday, October 2nd. Shareholders of record on Tuesday, September 1st will be paid a $0.60 dividend. This represents a $2.40 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date is Tuesday, September 1st. The Hartford Insurance Group’s payout ratio is presently 15.51%.

The Hartford Insurance Group Company Profile (Free Report)

The Hartford Financial Services Group, commonly known as The Hartford, is a U.S.-based insurance and investment company that provides a broad range of commercial and personal insurance products and employee benefits. Its core businesses include property and casualty insurance for businesses and individuals, group benefits such as group life, disability and dental plans, and retirement and investment solutions offered through affiliated asset-management operations. The company also delivers risk management, claims-handling and loss-prevention services designed to support policyholders across a variety of industries.

Founded in Hartford, Connecticut, in 1810, The Hartford is one of the oldest insurance organizations in the United States and has a long history of underwriting and product development across multiple insurance lines.

See Also Five stocks we like better than The Hartford Insurance Group Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates?

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Advisors Capital Management LLC purchased a new position in shares of The Progressive Corporation (NYSE:PGR – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 19,623 shares of the insurance provider’s stock, valued at approximately $4,287,000.

Several other hedge funds have also made changes to their positions in PGR. Allstate Corp raised its holdings in shares of Progressive by 106.1% in the 4th quarter. Allstate Corp now owns 44,513 shares of the insurance provider’s stock worth $10,136,000 after purchasing an additional 22,915 shares during the period. Norges Bank purchased a new stake in shares of Progressive during the 4th quarter worth about $1,836,094,000. Investment House LLC purchased a new stake in shares of Progressive during the 4th quarter worth about $8,447,000. Van Cleef Asset Management Inc increased its position in Progressive by 1.2% during the 4th quarter. Van Cleef Asset Management Inc now owns 761,587 shares of the insurance provider’s stock worth $173,429,000 after purchasing an additional 9,017 shares in the last quarter. Finally, Life Cycle Investment Partners Ltd acquired a new stake in Progressive during the 4th quarter worth approximately $353,906,000. Institutional investors and hedge funds own 85.34% of the company’s stock.

Wall Street Analyst Weigh In A number of brokerages have weighed in on PGR. Cantor Fitzgerald reduced their price target on shares of Progressive from $220.00 to $200.00 and set a “neutral” rating on the stock in a research report on Monday, August 17th. UBS Group increased their price objective on shares of Progressive from $220.00 to $230.00 and gave the stock a “neutral” rating in a research report on Tuesday, June 30th. Evercore set a $240.00 target price on shares of Progressive in a research note on Friday, July 10th. Wells Fargo & Company lifted their target price on shares of Progressive from $198.00 to $201.00 and gave the company an “underweight” rating in a report on Thursday. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $230.00 price target on shares of Progressive in a research report on Wednesday. Seven investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Progressive currently has a consensus rating of “Hold” and an average target price of $236.05.

Check Out Our Latest Research Report on PGR Progressive Stock Performance Shares of PGR opened at $219.45 on Friday. The Progressive Corporation has a 1 year low of $189.20 and a 1 year high of $252.82. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.29 and a current ratio of 0.29. The company has a market cap of $127.58 billion, a price-to-earnings ratio of 11.01, a price-to-earnings-growth ratio of 2.96 and a beta of 0.27. The firm has a fifty day moving average of $215.53 and a 200-day moving average of $206.64.

Progressive (NYSE:PGR – Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The insurance provider reported $5.67 EPS for the quarter, beating the consensus estimate of $4.64 by $1.03. The company had revenue of $23.61 billion for the quarter, compared to analyst estimates of $19.49 billion. Progressive had a net margin of 12.84% and a return on equity of 32.92%. Progressive’s revenue was up 5.0% compared to the same quarter last year. During the same quarter last year, the business earned $5.40 earnings per share. As a group, equities analysts anticipate that The Progressive Corporation will post 17.62 earnings per share for the current year.

Progressive Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Friday, October 9th. Shareholders of record on Thursday, October 1st will be paid a dividend of $0.10 per share. The ex-dividend date of this dividend is Thursday, October 1st. This represents a $0.40 annualized dividend and a yield of 0.2%. Progressive’s dividend payout ratio (DPR) is presently 2.01%.

Insider Buying and Selling at Progressive In other Progressive news, insider Karen Bailo sold 8,452 shares of the company’s stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $212.71, for a total value of $1,797,824.92. Following the completion of the sale, the insider directly owned 32,348 shares of the company’s stock, valued at approximately $6,880,743.08. This represents a 20.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Susan Patricia Griffith sold 37,338 shares of the firm’s stock in a transaction that occurred on Monday, July 27th. The stock was sold at an average price of $212.71, for a total transaction of $7,942,165.98. Following the sale, the chief executive officer owned 522,776 shares of the company’s stock, valued at $111,199,682.96. The trade was a 6.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 82,224 shares of company stock valued at $17,416,438. 0.32% of the stock is currently owned by company insiders.

About Progressive (Free Report)

Progressive Corporation is a large U.S.-based property and casualty insurer that primarily underwrites personal auto insurance along with a broad suite of related products. Its offerings include coverage for private passenger automobiles, commercial auto fleets, motorcycles, boats and recreational vehicles, as well as homeowners, renters, umbrella and other specialty P&C products. Progressive also provides claims handling, risk management and related services to individual and commercial policyholders.

The company distributes its products through a mix of direct channels—online and by phone—and an extensive independent agent network.

Recommended Stories Five stocks we like better than Progressive Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding PGR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Progressive Corporation (NYSE:PGR – Free Report).

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B. Metzler seel. Sohn & Co. AG purchased a new stake in shares of Medpace Holdings, Inc. (NASDAQ:MEDP – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 8,944 shares of the company’s stock, valued at approximately $4,737,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. NewEdge Advisors LLC boosted its position in Medpace by 22.1% during the 1st quarter. NewEdge Advisors LLC now owns 1,048 shares of the company’s stock valued at $319,000 after acquiring an additional 190 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Medpace by 3.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 81,817 shares of the company’s stock worth $24,929,000 after acquiring an additional 3,010 shares in the last quarter. Geneos Wealth Management Inc. lifted its stake in shares of Medpace by 64.9% during the 1st quarter. Geneos Wealth Management Inc. now owns 94 shares of the company’s stock worth $29,000 after purchasing an additional 37 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in Medpace during the second quarter valued at about $296,000. Finally, M&T Bank Corp boosted its position in Medpace by 3.4% during the second quarter. M&T Bank Corp now owns 939 shares of the company’s stock valued at $295,000 after purchasing an additional 31 shares in the last quarter. 77.98% of the stock is currently owned by institutional investors.

Medpace Stock Up 1.3% Shares of NASDAQ MEDP opened at $620.75 on Friday. Medpace Holdings, Inc. has a 52 week low of $373.00 and a 52 week high of $677.90. The business’s 50 day moving average price is $550.16 and its 200 day moving average price is $492.71. The firm has a market cap of $17.33 billion, a P/E ratio of 36.39, a P/E/G ratio of 2.73 and a beta of 1.15.

Medpace (NASDAQ:MEDP – Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The company reported $4.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.98 by $0.27. The company had revenue of $707.33 million during the quarter, compared to analyst estimates of $689.51 million. Medpace had a net margin of 17.67% and a return on equity of 110.15%. Medpace’s revenue for the quarter was up 17.2% compared to the same quarter last year. During the same period last year, the firm posted $3.10 EPS. Medpace has set its FY 2026 guidance at 17.250-17.950 EPS. As a group, research analysts expect that Medpace Holdings, Inc. will post 17.54 earnings per share for the current year. Insiders Place Their Bets In other news, Director Brian T. Carley sold 5,000 shares of the stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $608.63, for a total transaction of $3,043,150.00. Following the sale, the director directly owned 27,825 shares of the company’s stock, valued at $16,935,129.75. This represents a 15.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Susan E. Burwig sold 7,500 shares of the firm’s stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $600.00, for a total value of $4,500,000.00. Following the sale, the vice president owned 62,984 shares in the company, valued at $37,790,400. This trade represents a 10.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 122,261 shares of company stock worth $71,729,129. Corporate insiders own 20.50% of the company’s stock.

Analyst Upgrades and Downgrades A number of brokerages have recently issued reports on MEDP. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $535.00 price objective on shares of Medpace in a research report on Thursday, July 23rd. Royal Bank Of Canada upped their price target on Medpace from $484.00 to $692.00 and gave the stock an “outperform” rating in a research report on Friday, July 24th. Leerink Partners set a $620.00 price objective on Medpace in a report on Thursday, July 23rd. Robert W. Baird raised their price objective on Medpace from $547.00 to $624.00 and gave the stock a “neutral” rating in a research report on Friday, July 24th. Finally, Jefferies Financial Group cut Medpace from a “buy” rating to a “hold” rating and increased their price target for the company from $490.00 to $515.00 in a research note on Tuesday, July 7th. Three investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat, Medpace currently has a consensus rating of “Hold” and a consensus target price of $584.18.

View Our Latest Analysis on Medpace

Medpace Company Profile (Free Report)

Medpace Holdings, Inc (NASDAQ: MEDP) is a global contract research organization (CRO) that provides comprehensive clinical development services to biotechnology, pharmaceutical and medical device companies. The company supports clinical trials across all phases (I–IV), offering end-to-end solutions designed to streamline the development process and accelerate the delivery of new therapies to market.

Medpace’s core service offerings include clinical pharmacology, regulatory affairs consulting, project management, central laboratory services, imaging, data management and biostatistics, pharmacovigilance and medical writing.

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Advisors Capital Management LLC bought a new position in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 6,228 shares of the semiconductor company’s stock, valued at approximately $1,855,000.

Other institutional investors also recently modified their holdings of the company. BlackRock Inc. lifted its holdings in Marvell Technology by 34.1% during the 2nd quarter. BlackRock Inc. now owns 85,641,174 shares of the semiconductor company’s stock worth $25,511,649,000 after purchasing an additional 21,798,190 shares in the last quarter. State Street Corp grew its position in Marvell Technology by 7.9% during the fourth quarter. State Street Corp now owns 22,834,816 shares of the semiconductor company’s stock worth $1,940,503,000 after buying an additional 1,677,724 shares in the last quarter. Geode Capital Management LLC lifted its position in Marvell Technology by 0.8% during the fourth quarter. Geode Capital Management LLC now owns 12,108,452 shares of the semiconductor company’s stock valued at $1,025,185,000 after purchasing an additional 97,624 shares during the last quarter. Norges Bank purchased a new stake in shares of Marvell Technology during the 4th quarter valued at $895,455,000. Finally, Van ECK Associates Corp lifted its holdings in shares of Marvell Technology by 11.4% during the 4th quarter. Van ECK Associates Corp now owns 9,864,514 shares of the semiconductor company’s stock worth $838,286,000 after acquiring an additional 1,007,315 shares during the last quarter. 83.51% of the stock is owned by institutional investors.

Insider Activity In other news, COO Chris Koopmans sold 10,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $180.50, for a total value of $1,805,000.00. Following the sale, the chief operating officer directly owned 227,941 shares in the company, valued at approximately $41,143,350.50. This represents a 4.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sandeep Bharathi sold 2,231 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $299.13, for a total transaction of $667,359.03. Following the transaction, the insider directly owned 55,530 shares in the company, valued at approximately $16,610,688.90. This trade represents a 3.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 41,981 shares of company stock worth $9,753,132 in the last ninety days. 0.12% of the stock is currently owned by company insiders.

Marvell Technology Trading Down 5.6% Marvell Technology stock opened at $237.04 on Friday. The company has a debt-to-equity ratio of 0.27, a current ratio of 3.28 and a quick ratio of 2.66. Marvell Technology, Inc. has a one year low of $61.44 and a one year high of $329.88. The stock has a market capitalization of $207.36 billion, a PE ratio of 81.18, a price-to-earnings-growth ratio of 1.57 and a beta of 2.24. The business’s fifty day moving average is $233.73 and its 200 day moving average is $171.04. Marvell Technology (NASDAQ:MRVL – Get Free Report) last issued its quarterly earnings results on Wednesday, May 27th. The semiconductor company reported $0.80 EPS for the quarter, hitting analysts’ consensus estimates of $0.80. Marvell Technology had a return on equity of 13.83% and a net margin of 28.99%.The business had revenue of $2.42 billion during the quarter, compared to analysts’ expectations of $2.41 billion. During the same quarter in the prior year, the business posted $0.62 earnings per share. The business’s quarterly revenue was up 27.6% on a year-over-year basis. Marvell Technology has set its Q2 2027 guidance at 0.880-0.980 EPS. On average, sell-side analysts predict that Marvell Technology, Inc. will post 3.07 EPS for the current year.

Marvell Technology Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 30th. Investors of record on Friday, July 10th were given a $0.06 dividend. This represents a $0.24 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Friday, July 10th. Marvell Technology’s dividend payout ratio is 8.22%.

Analyst Upgrades and Downgrades A number of research firms have weighed in on MRVL. Evercore restated an “outperform” rating and set a $155.00 price target on shares of Marvell Technology in a research report on Tuesday, May 19th. Barclays reissued an “overweight” rating on shares of Marvell Technology in a research note on Thursday. Bank of America upped their price objective on shares of Marvell Technology from $240.00 to $365.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $195.00 target price on shares of Marvell Technology in a report on Wednesday, August 12th. Finally, Citigroup lifted their target price on shares of Marvell Technology from $225.00 to $275.00 and gave the stock a “buy” rating in a research report on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $253.61.

View Our Latest Stock Report on MRVL

More Marvell Technology News Here are the key news stories impacting Marvell Technology this week:

Positive Sentiment: Marvell’s expanded agreement with Alphabet’s Google covers custom silicon tied to Google’s Tensor Processing Unit ecosystem, including inference accelerators, storage and networking products, and memory controllers. Analysts view the deal as a major validation of Marvell’s AI infrastructure strategy and a potential long-term growth catalyst. Marvell Constructs an AI Moat With Alphabet Warrants Positive Sentiment: The agreement could generate as much as $120 billion in cumulative Google-related chip purchases through fiscal 2033 if all milestones are reached. JPMorgan, Wedbush, Stifel, William Blair and RBC remain constructive, with RBC reaffirming an Outperform rating and a $360 price target. Marvell’s Google AI Deal Could Unlock a $120 Billion Opportunity Neutral Sentiment: Investor attention is shifting to Marvell’s August 27 earnings report. The options market implies a potentially large post-earnings move, while analysts expect continued data-center momentum and possible upside to guidance. Marvell Stock Could Swing More Than 12% on Earnings Negative Sentiment: The primary pressure is potential dilution. Marvell granted Google warrants for approximately 58.97 million shares—roughly 6% to 7% of shares outstanding—with most warrants vesting in tranches tied to Google purchases. Although the structure links dilution to future revenue, investors are focusing on the near-term increase in share count and uncertainty over whether the full $120 billion opportunity will materialize. Google’s Marvell Warrant Does Not Fully Vest Until Google Buys $120 Billion of Chips Negative Sentiment: Valuation concerns have intensified after Marvell’s sharp rally. With a high earnings multiple, the stock needs strong execution and raised guidance to justify expectations. Competition with Broadcom and other potential Google silicon suppliers also makes the revenue outlook less certain. Marvell Stock Forecast: Valuation Concerns Persist Ahead of Earnings Marvell Technology Profile (Free Report)

Marvell Technology Group is a global semiconductor company that designs and develops integrated circuits and related software for data infrastructure, networking, storage and connectivity markets. The company’s product portfolio includes system-on-chip (SoC) solutions, Ethernet physical-layer transceivers (PHYs), switch and switch silicon, optical interconnect components, storage controllers, and security processors. Marvell’s technology is used to enable high-performance data centers, carrier networks, enterprise and cloud storage, as well as connectivity in automotive and industrial applications.

Founded in 1995 and headquartered in Santa Clara, California, Marvell has grown through both organic development and strategic acquisitions to broaden its capabilities across networking and data interconnect.

Recommended Stories Five stocks we like better than Marvell Technology Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding MRVL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Marvell Technology, Inc. (NASDAQ:MRVL – Free Report).

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AssuredPartners Investment Advisors LLC purchased a new position in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,442 shares of the semiconductor company’s stock, valued at approximately $727,000.

Several other hedge funds also recently bought and sold shares of the business. Laurel Wealth Advisors LLC purchased a new stake in Marvell Technology in the 4th quarter valued at about $25,000. Hilton Head Capital Partners LLC raised its position in Marvell Technology by 978.3% during the 1st quarter. Hilton Head Capital Partners LLC now owns 248 shares of the semiconductor company’s stock valued at $25,000 after purchasing an additional 225 shares in the last quarter. Jessup Wealth Management Inc purchased a new stake in shares of Marvell Technology in the 4th quarter worth $25,000. Cherry Tree Wealth Management LLC purchased a new stake in shares of Marvell Technology in the 4th quarter worth $26,000. Finally, MidFirst Bank bought a new position in shares of Marvell Technology during the 4th quarter worth $28,000. Institutional investors own 83.51% of the company’s stock.

Insider Buying and Selling at Marvell Technology In other Marvell Technology news, insider Sandeep Bharathi sold 2,231 shares of Marvell Technology stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $299.13, for a total transaction of $667,359.03. Following the completion of the transaction, the insider owned 55,530 shares in the company, valued at approximately $16,610,688.90. This trade represents a 3.86% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Matthew J. Murphy sold 7,500 shares of the business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $236.08, for a total value of $1,770,600.00. Following the completion of the transaction, the chief executive officer directly owned 783,186 shares of the company’s stock, valued at approximately $184,894,550.88. This trade represents a 0.95% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 41,981 shares of company stock worth $9,753,132. 0.12% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In MRVL has been the subject of several recent research reports. Morgan Stanley lifted their price objective on Marvell Technology from $172.00 to $195.00 and gave the company an “equal weight” rating in a report on Thursday, May 28th. Melius Research set a $220.00 target price on shares of Marvell Technology in a research report on Monday, May 18th. Needham & Company LLC upped their price target on shares of Marvell Technology from $118.00 to $270.00 and gave the stock a “buy” rating in a research report on Thursday, May 28th. William Blair reissued an “outperform” rating on shares of Marvell Technology in a research note on Thursday, May 28th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $240.00 target price on shares of Marvell Technology in a report on Thursday, May 28th. Three research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $253.61. View Our Latest Report on MRVL

More Marvell Technology News Here are the key news stories impacting Marvell Technology this week:

Positive Sentiment: Marvell’s expanded agreement with Alphabet’s Google covers custom silicon tied to Google’s Tensor Processing Unit ecosystem, including inference accelerators, storage and networking products, and memory controllers. Analysts view the deal as a major validation of Marvell’s AI infrastructure strategy and a potential long-term growth catalyst. Marvell Constructs an AI Moat With Alphabet Warrants Positive Sentiment: The agreement could generate as much as $120 billion in cumulative Google-related chip purchases through fiscal 2033 if all milestones are reached. JPMorgan, Wedbush, Stifel, William Blair and RBC remain constructive, with RBC reaffirming an Outperform rating and a $360 price target. Marvell’s Google AI Deal Could Unlock a $120 Billion Opportunity Neutral Sentiment: Investor attention is shifting to Marvell’s August 27 earnings report. The options market implies a potentially large post-earnings move, while analysts expect continued data-center momentum and possible upside to guidance. Marvell Stock Could Swing More Than 12% on Earnings Negative Sentiment: The primary pressure is potential dilution. Marvell granted Google warrants for approximately 58.97 million shares—roughly 6% to 7% of shares outstanding—with most warrants vesting in tranches tied to Google purchases. Although the structure links dilution to future revenue, investors are focusing on the near-term increase in share count and uncertainty over whether the full $120 billion opportunity will materialize. Google’s Marvell Warrant Does Not Fully Vest Until Google Buys $120 Billion of Chips Negative Sentiment: Valuation concerns have intensified after Marvell’s sharp rally. With a high earnings multiple, the stock needs strong execution and raised guidance to justify expectations. Competition with Broadcom and other potential Google silicon suppliers also makes the revenue outlook less certain. Marvell Stock Forecast: Valuation Concerns Persist Ahead of Earnings Marvell Technology Trading Down 5.6% Marvell Technology stock opened at $237.04 on Friday. The stock has a 50-day moving average price of $233.73 and a 200 day moving average price of $171.04. The company has a market capitalization of $207.36 billion, a price-to-earnings ratio of 81.18, a price-to-earnings-growth ratio of 1.57 and a beta of 2.24. Marvell Technology, Inc. has a 52 week low of $61.44 and a 52 week high of $329.88. The company has a quick ratio of 2.66, a current ratio of 3.28 and a debt-to-equity ratio of 0.27.

Marvell Technology (NASDAQ:MRVL – Get Free Report) last issued its quarterly earnings results on Wednesday, May 27th. The semiconductor company reported $0.80 earnings per share for the quarter, hitting the consensus estimate of $0.80. Marvell Technology had a net margin of 28.99% and a return on equity of 13.83%. The company had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.41 billion. During the same quarter in the prior year, the company earned $0.62 EPS. Marvell Technology’s quarterly revenue was up 27.6% on a year-over-year basis. Marvell Technology has set its Q2 2027 guidance at 0.880-0.980 EPS. Sell-side analysts anticipate that Marvell Technology, Inc. will post 3.07 EPS for the current year.

Marvell Technology Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Thursday, July 30th. Investors of record on Friday, July 10th were issued a dividend of $0.06 per share. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Friday, July 10th. Marvell Technology’s dividend payout ratio (DPR) is 8.22%.

Marvell Technology Company Profile (Free Report)

Marvell Technology Group is a global semiconductor company that designs and develops integrated circuits and related software for data infrastructure, networking, storage and connectivity markets. The company’s product portfolio includes system-on-chip (SoC) solutions, Ethernet physical-layer transceivers (PHYs), switch and switch silicon, optical interconnect components, storage controllers, and security processors. Marvell’s technology is used to enable high-performance data centers, carrier networks, enterprise and cloud storage, as well as connectivity in automotive and industrial applications.

Founded in 1995 and headquartered in Santa Clara, California, Marvell has grown through both organic development and strategic acquisitions to broaden its capabilities across networking and data interconnect.

Featured Articles Five stocks we like better than Marvell Technology Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding MRVL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Marvell Technology, Inc. (NASDAQ:MRVL – Free Report).

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Bank of New York Mellon Corp purchased a new stake in shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 2,508,261 shares of the transportation company’s stock, valued at approximately $543,289,000. Bank of New York Mellon Corp owned about 1.21% of Old Dominion Freight Line as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bogart Wealth LLC increased its holdings in Old Dominion Freight Line by 9.9% during the 1st quarter. Bogart Wealth LLC now owns 511 shares of the transportation company’s stock valued at $100,000 after purchasing an additional 46 shares in the last quarter. Private Advisor Group LLC grew its holdings in shares of Old Dominion Freight Line by 1.3% during the first quarter. Private Advisor Group LLC now owns 4,164 shares of the transportation company’s stock worth $814,000 after purchasing an additional 55 shares during the last quarter. Keybank National Association OH grew its holdings in shares of Old Dominion Freight Line by 2.3% during the first quarter. Keybank National Association OH now owns 2,450 shares of the transportation company’s stock worth $479,000 after purchasing an additional 56 shares during the last quarter. Deseret Mutual Benefit Administrators increased its stake in shares of Old Dominion Freight Line by 9.7% in the fourth quarter. Deseret Mutual Benefit Administrators now owns 645 shares of the transportation company’s stock valued at $101,000 after buying an additional 57 shares in the last quarter. Finally, Verdence Capital Advisors LLC raised its holdings in shares of Old Dominion Freight Line by 1.2% in the fourth quarter. Verdence Capital Advisors LLC now owns 5,181 shares of the transportation company’s stock valued at $812,000 after buying an additional 60 shares during the last quarter. 77.82% of the stock is currently owned by institutional investors and hedge funds.

Old Dominion Freight Line Trading Up 1.0% NASDAQ:ODFL opened at $206.47 on Friday. Old Dominion Freight Line, Inc. has a 1 year low of $126.01 and a 1 year high of $252.03. The stock has a 50-day moving average price of $220.21 and a two-hundred day moving average price of $210.45. The stock has a market cap of $42.81 billion, a price-to-earnings ratio of 39.78, a PEG ratio of 3.55 and a beta of 1.18.

Old Dominion Freight Line (NASDAQ:ODFL – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The transportation company reported $1.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.54 by $0.14. Old Dominion Freight Line had a net margin of 19.44% and a return on equity of 24.87%. The company had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.54 billion. During the same quarter in the prior year, the firm earned $1.27 earnings per share. The firm’s revenue was up 10.4% compared to the same quarter last year. Sell-side analysts forecast that Old Dominion Freight Line, Inc. will post 5.78 earnings per share for the current year. Old Dominion Freight Line Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Wednesday, September 2nd will be issued a $0.29 dividend. This represents a $1.16 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Wednesday, September 2nd. Old Dominion Freight Line’s dividend payout ratio is presently 22.35%.

Analyst Upgrades and Downgrades Several brokerages recently issued reports on ODFL. Morgan Stanley reiterated an “equal weight” rating and set a $245.00 price target (up from $235.00) on shares of Old Dominion Freight Line in a research report on Monday, July 6th. Stifel Nicolaus set a $263.00 price target on shares of Old Dominion Freight Line and gave the company a “buy” rating in a report on Thursday, July 30th. Evercore restated an “outperform” rating and issued a $243.00 price objective on shares of Old Dominion Freight Line in a research report on Thursday, July 30th. Wells Fargo & Company raised Old Dominion Freight Line from an “underweight” rating to an “overweight” rating and upped their price objective for the stock from $235.00 to $250.00 in a report on Wednesday, July 8th. Finally, Barclays increased their price objective on Old Dominion Freight Line from $210.00 to $220.00 and gave the company an “equal weight” rating in a research report on Thursday, June 25th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $226.55.

Get Our Latest Report on Old Dominion Freight Line

Old Dominion Freight Line Company Profile (Free Report)

Old Dominion Freight Line is a U.S.-based less-than-truckload (LTL) transportation company that provides regional, inter-regional and national freight services. Founded in 1934 and headquartered in Thomasville, North Carolina, the company has grown from a regional carrier into a national freight network, operating a broad system of service centers and terminals to move shipments for shippers of varying sizes and industries.

The company’s core business is LTL trucking, offering scheduled pickup and delivery for palletized freight that does not require a full truckload.

Featured Stories Five stocks we like better than Old Dominion Freight Line Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding ODFL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report).

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Income investors chasing double-digit yields keep bumping into the same wall: Eye-popping payouts sit inside unusual structures with idiosyncratic risks. A commercial mortgage REIT working through legacy credit stress. A master limited partnership run by an activist legend. A tiny closed-end fund tied to Caribbean Basin equities. Each offers a distribution stream that dwarfs the S&P 500, and each demands you understand the plumbing before you underwrite the coupon. Structure is the story here, and the trade-off between yield and complexity is the entire investment case.

We are counting down three unconventional high-yield bets, ranked by the balance of payout, structural signal, and risk we can quantify from the data.

1. Herzfeld Caribbean Basin Fund Herzfeld Caribbean Basin Fund (NASDAQ:HERZ) is a closed-end fund, and that structural distinction matters. There are no earnings calls, no product cycles, no CEO commentary to parse. What you get is a portfolio concentrated in Caribbean Basin equities across markets like the Dominican Republic, Jamaica, Puerto Rico, Panama and Mexico, plus a distribution policy that pays 17 cents monthly on a monthly frequency.

That works out to an annualized forward rate of $2.04 against a recent price of $15.78. The fund had been paying larger year-end specials, including 68 cents in December 2025, which pushed the trailing 12-month total to $2.0534. Shares are down nearly 28% year to date even and 36.37% over the past year.

The specific risk: Concentrated geographic exposure with thin secondary trading means price-to-NAV can swing sharply against you if sentiment on frontier markets sours.

2. Icahn Enterprises Icahn Enterprises (NASDAQ:IEP | IEP Price Prediction) is Carl Icahn’s publicly traded holding company, structured as a limited partnership. Unitholders receive a K-1 and distributions taxed as ordinary income rather than qualified dividends. The board kept the payout at 50 cents per unit quarterly, with an annualized forward of $2. That is half the $1 quarterly rate paid in 2024 and a fraction of the $2 quarterly cadence run from 2019 through 2022. Investors get a choice: cash or additional units.

Q2 2026 was ugly. IEP posted a loss of 52 cents per depositary unit against an 11-cent consensus, a 572.73% miss, on revenue of $2.98 billion. Indicative NAV declined $765 million to roughly $2.60 billion, dragged by a $435 million CVR Energy mark-down and $243 million in broad market hedge losses. Icahn framed it as timing, saying “the strong rebound in our refining investment during July underscores the temporary nature of these dislocations.” The $700 million Pep Boys sale expected to close in Q3 2026 adds liquidity.

The specific risk: NAV volatility combined with a distribution history of repeated cuts means the yield you buy today may not be the yield you own next year.

3. Arbor Realty Trust Arbor Realty Trust (NYSE:ABR) tops the list because the insider signal is loudest. Arbor is a multifamily-focused commercial mortgage REIT working through legacy bridge-loan stress. The Q2 2026 GAAP loss of $0.20 per share missed the $0.03 consensus, and the dividend was cut to 17 cents quarterly from 30 cents, following an earlier reduction from 43 cents. Two cuts inside a short window is exactly the pattern our free dividend trap guide flags when an outsized yield starts breaking down. Non-performing loans stand at 19 with $428.80 million unpaid principal.

Management used its $375 million convertible debt offering to repurchase $114 million of stock at $5.42, roughly 50% of book value. CEO Ivan Kaufman said the trade priced “400 basis points inside of straight debt.” Director George Tsunis was in the open market buying between $5.48 and $5.86 across May and June. With book value at $10.95 per share and the stock around $5.09, buyers are stepping in at a steep discount to stated book. The annualized forward rate of 68 cents still generates a double-digit trailing yield.

The specific risk: Q2 distributable earnings of 10 cents do not cover the 17-cent payout, so another cut cannot be ruled out until legacy resolutions land.

What Ties These 3 Together Structure defines the opportunity, and Arbor makes the point cleanly. You buy a stressed mortgage REIT at half of book because insiders are transacting there, the convertible refinancing shrinks the share count, and Kaufman is guiding toward legacy portfolio wind-down of below $1 billion by the end of 2027. That is an unconventional bet: high income today, cushioned by a management team buying alongside you, priced for a credit outcome that may or may not arrive. Whether you own ABR, IEP or HERZ, the yield is real, and so is the structural math you agreed to underwrite.

Contact [email protected] for any questions or corrections.

B. Metzler seel. Sohn & Co. AG bought a new position in Equinix, Inc. (NASDAQ:EQIX – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 5,175 shares of the financial services provider’s stock, valued at approximately $5,394,000.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in Equinix by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 13,398,906 shares of the financial services provider’s stock worth $10,265,706,000 after acquiring an additional 107,227 shares during the last quarter. BlackRock Inc. purchased a new position in Equinix during the 2nd quarter valued at about $11,930,074,000. Cohen & Steers Inc. increased its holdings in Equinix by 23.3% during the 4th quarter. Cohen & Steers Inc. now owns 2,609,011 shares of the financial services provider’s stock valued at $1,998,978,000 after purchasing an additional 493,141 shares during the period. Geode Capital Management LLC raised its position in Equinix by 1.0% during the 4th quarter. Geode Capital Management LLC now owns 2,567,830 shares of the financial services provider’s stock valued at $1,959,731,000 after purchasing an additional 25,383 shares during the last quarter. Finally, Principal Financial Group Inc. raised its position in Equinix by 1.4% during the 1st quarter. Principal Financial Group Inc. now owns 1,980,497 shares of the financial services provider’s stock valued at $1,941,377,000 after purchasing an additional 27,643 shares during the last quarter. Hedge funds and other institutional investors own 94.94% of the company’s stock.

Equinix Stock Down 1.6% Shares of Equinix stock opened at $1,065.39 on Friday. Equinix, Inc. has a twelve month low of $720.62 and a twelve month high of $1,128.68. The company has a quick ratio of 1.13, a current ratio of 1.13 and a debt-to-equity ratio of 1.44. The company’s 50 day moving average is $1,052.66 and its 200 day moving average is $1,022.48. The company has a market cap of $105.12 billion, a price-to-earnings ratio of 68.60, a price-to-earnings-growth ratio of 1.54 and a beta of 0.99.

Equinix (NASDAQ:EQIX – Get Free Report) last posted its earnings results on Wednesday, July 29th. The financial services provider reported $11.78 EPS for the quarter, topping analysts’ consensus estimates of $4.73 by $7.05. The business had revenue of $2.62 billion during the quarter, compared to the consensus estimate of $2.59 billion. Equinix had a net margin of 15.64% and a return on equity of 10.76%. The firm’s revenue was up 16.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $9.91 EPS. Equinix has set its FY 2026 guidance at 42.690-43.290 EPS. Research analysts anticipate that Equinix, Inc. will post 38.23 EPS for the current year. Equinix Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Wednesday, August 19th will be given a dividend of $5.16 per share. The ex-dividend date of this dividend is Wednesday, August 19th. This represents a $20.64 annualized dividend and a dividend yield of 1.9%. Equinix’s dividend payout ratio is presently 132.90%.

Insider Transactions at Equinix In related news, insider Kurt Pletcher sold 135 shares of the firm’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $1,075.50, for a total value of $145,192.50. Following the transaction, the insider owned 4,077 shares of the company’s stock, valued at approximately $4,384,813.50. This trade represents a 3.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Christopher B. Paisley sold 4,000 shares of Equinix stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $1,019.28, for a total transaction of $4,077,120.00. Following the transaction, the director owned 13,859 shares in the company, valued at $14,126,201.52. This represents a 22.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 7,986 shares of company stock worth $8,370,777 in the last quarter. Company insiders own 0.27% of the company’s stock.

Wall Street Analysts Forecast Growth A number of equities analysts recently commented on EQIX shares. Raymond James Financial upgraded Equinix from a “market perform” rating to a “strong-buy” rating and set a $1,250.00 target price for the company in a report on Thursday, April 30th. Wall Street Zen raised shares of Equinix from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Scotiabank restated a “sector perform” rating and issued a $1,208.00 price objective on shares of Equinix in a report on Thursday, July 30th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $1,340.00 target price on shares of Equinix in a research report on Thursday, July 30th. Finally, Evercore reaffirmed an “outperform” rating and set a $1,270.00 target price on shares of Equinix in a research note on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,203.40.

Get Our Latest Research Report on Equinix

Equinix Company Profile (Free Report)

Equinix, Inc is a global provider of digital infrastructure and interconnection services, specializing in carrier-neutral data centers and colocation. The company operates a platform that enables enterprises, cloud and network service providers, and content companies to colocate IT infrastructure, interconnect directly with partners and providers, and access cloud on-ramps and network services in a secure, low-latency environment.

Equinix’s offerings include traditional colocation space and power, cross-connects and meet-me rooms, and a suite of connectivity and on-demand services designed for hybrid multicloud architectures.

Further Reading Five stocks we like better than Equinix Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates?

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BlackRock Inc. purchased a new position in shares of Acuity, Inc. (NYSE:AYI – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 2,978,769 shares of the electronics maker’s stock, valued at approximately $1,121,983,000. BlackRock Inc. owned 9.95% of Acuity at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the company. Pallas Capital Advisors LLC acquired a new position in shares of Acuity during the 2nd quarter worth $266,000. Deutsche Bank AG bought a new position in shares of Acuity in the 2nd quarter valued at $33,088,000. Perigon Wealth Management LLC acquired a new stake in shares of Acuity during the 2nd quarter valued at $305,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Acuity in the 2nd quarter worth about $31,000. Finally, Persistent Asset Partners Ltd acquired a new position in Acuity in the 2nd quarter worth about $27,000. 98.21% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes Several analysts have recently weighed in on AYI shares. Wall Street Zen cut Acuity from a “buy” rating to a “hold” rating in a report on Saturday. The Goldman Sachs Group increased their price target on Acuity from $295.00 to $358.00 and gave the company a “neutral” rating in a research note on Friday, June 26th. Robert W. Baird upped their target price on Acuity from $315.00 to $390.00 and gave the company a “neutral” rating in a report on Friday, June 26th. Weiss Ratings raised shares of Acuity from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, June 26th. Finally, TD Cowen reiterated a “buy” rating on shares of Acuity in a research report on Thursday, June 25th. Five investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $397.17.

Check Out Our Latest Analysis on Acuity Acuity Price Performance Shares of NYSE:AYI opened at $343.66 on Friday. The company has a current ratio of 2.05, a quick ratio of 1.47 and a debt-to-equity ratio of 0.24. The stock has a market cap of $10.29 billion, a PE ratio of 22.79, a price-to-earnings-growth ratio of 1.85 and a beta of 1.29. The stock’s fifty day simple moving average is $339.88 and its two-hundred day simple moving average is $307.82. Acuity, Inc. has a 1-year low of $257.04 and a 1-year high of $380.17.

Acuity (NYSE:AYI – Get Free Report) last released its quarterly earnings results on Thursday, June 25th. The electronics maker reported $5.31 earnings per share for the quarter, topping the consensus estimate of $5.17 by $0.14. The business had revenue of $1.20 billion for the quarter, compared to analysts’ expectations of $1.18 billion. Acuity had a net margin of 10.25% and a return on equity of 20.26%. The firm’s revenue for the quarter was up 1.6% compared to the same quarter last year. During the same period in the previous year, the company earned $5.12 earnings per share. As a group, analysts forecast that Acuity, Inc. will post 18.49 EPS for the current fiscal year.

Acuity Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Stockholders of record on Friday, July 17th were paid a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date was Friday, July 17th. Acuity’s payout ratio is presently 5.31%.

Acuity Profile (Free Report)

Acuity Brands, Inc (NYSE: AYI) is a leading provider of lighting fixtures, controls and building management solutions designed for commercial, institutional, industrial and residential markets. The company’s core offerings include a broad range of LED luminaires, lighting controls, sensors and networked building systems that enhance energy efficiency, occupant comfort and operational productivity. Acuity Brands’ portfolio spans indoor and outdoor lighting fixtures, emergency lighting, task lighting and architectural products, as well as advanced controls such as daylight harvesting, occupancy sensing and wireless sensor networks.

Beyond traditional lighting, Acuity Brands delivers integrated digital solutions through its Connected Building platform, which combines smart sensors, cloud-based analytics and mobile applications to enable real-time monitoring and remote management of lighting and environmental systems.

Featured Articles Five stocks we like better than Acuity Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates?

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BlackRock Inc. bought a new position in Advanced Drainage Systems, Inc. (NYSE:WMS – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 7,469,940 shares of the construction company’s stock, valued at approximately $1,172,482,000. BlackRock Inc. owned 9.75% of Advanced Drainage Systems as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in WMS. Deutsche Bank AG purchased a new stake in shares of Advanced Drainage Systems in the second quarter worth $16,294,000. Perigon Wealth Management LLC purchased a new position in Advanced Drainage Systems during the second quarter worth about $706,000. Trust Co. of Vermont purchased a new position in Advanced Drainage Systems during the second quarter worth about $218,000. Global Retirement Partners LLC bought a new position in Advanced Drainage Systems in the 2nd quarter worth about $237,000. Finally, Bank of New York Mellon Corp bought a new position in Advanced Drainage Systems in the 2nd quarter worth about $74,104,000. Hedge funds and other institutional investors own 89.83% of the company’s stock.

Advanced Drainage Systems Price Performance Shares of WMS stock opened at $143.91 on Friday. The business’s fifty day moving average is $146.28 and its 200 day moving average is $147.31. The company has a quick ratio of 1.18, a current ratio of 2.12 and a debt-to-equity ratio of 0.95. The stock has a market cap of $10.85 billion, a price-to-earnings ratio of 24.85, a PEG ratio of 1.56 and a beta of 1.27. Advanced Drainage Systems, Inc. has a twelve month low of $128.03 and a twelve month high of $179.32.

Advanced Drainage Systems (NYSE:WMS – Get Free Report) last announced its earnings results on Thursday, August 6th. The construction company reported $2.49 EPS for the quarter, beating analysts’ consensus estimates of $2.10 by $0.39. The firm had revenue of $1 billion for the quarter, compared to analysts’ expectations of $991.39 million. Advanced Drainage Systems had a net margin of 14.00% and a return on equity of 28.28%. The company’s quarterly revenue was up 20.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.95 EPS. Research analysts expect that Advanced Drainage Systems, Inc. will post 6.62 EPS for the current fiscal year. Advanced Drainage Systems Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be issued a dividend of $0.20 per share. This represents a $0.80 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Tuesday, September 1st. Advanced Drainage Systems’s dividend payout ratio (DPR) is presently 13.82%.

Analyst Upgrades and Downgrades WMS has been the topic of a number of research analyst reports. Zacks Research raised shares of Advanced Drainage Systems from a “strong sell” rating to a “hold” rating in a report on Monday, July 27th. Stephens upgraded Advanced Drainage Systems from an “equal weight” rating to an “overweight” rating and cut their price objective for the stock from $190.00 to $175.00 in a report on Wednesday, May 27th. Jefferies Financial Group assumed coverage on Advanced Drainage Systems in a research report on Thursday, June 11th. They set a “buy” rating and a $175.00 price objective on the stock. Oppenheimer cut their price objective on shares of Advanced Drainage Systems from $195.00 to $190.00 and set an “outperform” rating for the company in a research note on Tuesday, May 26th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Advanced Drainage Systems in a report on Friday, July 17th. Seven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $188.38.

View Our Latest Research Report on Advanced Drainage Systems

Advanced Drainage Systems Company Profile (Free Report)

Advanced Drainage Systems, Inc (NYSE: WMS) is a leading manufacturer and supplier of water management solutions in North America. Headquartered in Hilliard, Ohio, the company specializes in the design, production and distribution of high-density polyethylene (HDPE) drainage pipe and related products. Its core business addresses stormwater management, on-site septic systems and erosion control for residential, commercial and infrastructure projects.

The company’s product portfolio includes corrugated plastic pipe, tubing, fittings, geocells, geogrids and stormwater structures such as inlets, manholes and detention/retention systems.

Featured Stories Five stocks we like better than Advanced Drainage Systems Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding WMS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Advanced Drainage Systems, Inc. (NYSE:WMS – Free Report).

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BlackRock Inc. purchased a new stake in Hut 8 Corp. (NASDAQ:HUT – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 9,470,255 shares of the company’s stock, valued at approximately $1,093,294,000. BlackRock Inc. owned about 7.68% of Hut 8 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Arlington Trust Co LLC grew its holdings in shares of Hut 8 by 175.0% in the second quarter. Arlington Trust Co LLC now owns 275 shares of the company’s stock valued at $32,000 after purchasing an additional 175 shares during the period. CoreCap Advisors LLC boosted its holdings in Hut 8 by 42.1% in the 2nd quarter. CoreCap Advisors LLC now owns 540 shares of the company’s stock valued at $62,000 after purchasing an additional 160 shares during the last quarter. Imprint Wealth LLC purchased a new stake in shares of Hut 8 in the 4th quarter valued at approximately $38,000. Harbor Investment Advisory LLC purchased a new stake in shares of Hut 8 in the 1st quarter valued at approximately $47,000. Finally, GAMMA Investing LLC increased its holdings in shares of Hut 8 by 35.0% during the 2nd quarter. GAMMA Investing LLC now owns 1,057 shares of the company’s stock worth $122,000 after buying an additional 274 shares during the last quarter. Hedge funds and other institutional investors own 31.75% of the company’s stock.

Hut 8 Trading Down 8.8% HUT opened at $80.86 on Friday. Hut 8 Corp. has a 12 month low of $21.00 and a 12 month high of $140.80. The stock has a market capitalization of $9.97 billion, a price-to-earnings ratio of -14.84 and a beta of 4.64. The company has a debt-to-equity ratio of 4.22, a current ratio of 19.35 and a quick ratio of 19.35. The business has a fifty day moving average price of $102.73 and a 200 day moving average price of $83.98.

Hut 8 (NASDAQ:HUT – Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The company reported ($1.27) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.55) by ($0.72). The firm had revenue of $72.66 million for the quarter, compared to analysts’ expectations of $79.37 million. Hut 8 had a negative return on equity of 0.97% and a negative net margin of 188.59%.During the same period last year, the firm posted $1.18 earnings per share. Sell-side analysts expect that Hut 8 Corp. will post -2.85 earnings per share for the current fiscal year. Insider Buying and Selling In other Hut 8 news, insider Victor Semah sold 10,000 shares of the stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $125.00, for a total value of $1,250,000.00. Following the transaction, the insider directly owned 31,378 shares in the company, valued at $3,922,250. This represents a 24.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Joseph Flinn sold 30,500 shares of the company’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $116.21, for a total transaction of $3,544,405.00. Following the completion of the transaction, the director owned 18,238 shares of the company’s stock, valued at $2,119,437.98. This represents a 62.58% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 48,219 shares of company stock valued at $5,704,552 over the last ninety days. 10.40% of the stock is currently owned by corporate insiders.

More Hut 8 News Here are the key news stories impacting Hut 8 this week:

Positive Sentiment: Analyst upgrade: Freedom Capital upgraded Hut 8 to “strong-buy,” reinforcing the bullish view among some analysts. Zacks.com Positive Sentiment: Brokerage support: Hut 8 continues to carry a consensus “Buy” recommendation, which may provide support for the stock following its recent rally. Hut 8 receives consensus Buy recommendation Positive Sentiment: AI infrastructure opportunity: Hut 8 was cited as having a reported $19.6 billion Beacon Point backlog. The selling in Hut 8, TeraWulf and IREN was characterized as profit-taking and position unwinding after substantial 2026 gains, rather than evidence of deteriorating contracts or project economics. What is pressuring AI miner stocks Neutral Sentiment: Cryptocurrency backdrop: Bitcoin recently rose above $70,000 after President Trump backed the Clarity Act and the Treasury increased buybacks. The rally initially lifted crypto-related equities, but it has not prevented subsequent sector-wide profit-taking. Bitcoin and crypto shares climb after Clarity Act push Negative Sentiment: Legal overhang: A federal court approved notice of a proposed class-action settlement involving purchasers of Hut 8 securities. The announcement does not provide settlement terms, but the litigation may remain an investor concern until its financial and procedural implications are clear. Proposed Hut 8 class-action settlement Analyst Ratings Changes Several research firms have recently commented on HUT. Freedom Capital raised shares of Hut 8 to a “strong-buy” rating in a research report on Tuesday. Benchmark raised their target price on Hut 8 from $165.00 to $195.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. Loop Capital set a $226.00 target price on Hut 8 in a research report on Monday, June 22nd. Rosenblatt Securities reaffirmed a “buy” rating and issued a $124.00 price target on shares of Hut 8 in a research note on Wednesday, August 5th. Finally, Citigroup reiterated an “outperform” rating on shares of Hut 8 in a report on Tuesday, April 28th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Hut 8 has an average rating of “Buy” and a consensus target price of $144.89.

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Hut 8 Company Profile (Free Report)

Hut 8 Corp., trading on the Nasdaq under the symbol HUT, is a North American digital infrastructure company specializing in cryptocurrency mining and high‐performance computing. Founded in 2017 and headquartered in Toronto, Canada, Hut 8 operates purpose‐built data centers that house fleets of specialized ASIC and GPU servers. Through its flagship mining facilities in Alberta and Ontario, the company leverages low‐cost, low‐carbon power sources—such as hydroelectric and natural gas—to support sustainable bitcoin production.

See Also Five stocks we like better than Hut 8 Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates?

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Avanda Investment Management Pte. Ltd. bought a new stake in CoreWeave Inc. (NASDAQ:CRWV – Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 16,400 shares of the company’s stock, valued at approximately $1,632,000. CoreWeave comprises approximately 0.5% of Avanda Investment Management Pte. Ltd.’s holdings, making the stock its 20th largest holding.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in CRWV. Cornerstone Planning Group LLC lifted its holdings in shares of CoreWeave by 272.8% during the fourth quarter. Cornerstone Planning Group LLC now owns 343 shares of the company’s stock worth $25,000 after purchasing an additional 251 shares during the period. Cullen Frost Bankers Inc. raised its position in shares of CoreWeave by 45.8% in the 4th quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock worth $28,000 after buying an additional 121 shares during the period. Greenline Wealth Management LLC acquired a new position in CoreWeave in the fourth quarter valued at $28,000. Essential Partners LLC purchased a new stake in CoreWeave during the second quarter valued at about $30,000. Finally, Peterson Wealth Services grew its position in CoreWeave by 153.1% during the first quarter. Peterson Wealth Services now owns 405 shares of the company’s stock valued at $31,000 after acquiring an additional 245 shares during the period.

CoreWeave Price Performance CRWV opened at $87.85 on Friday. CoreWeave Inc. has a 12 month low of $60.55 and a 12 month high of $153.20. The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 5.53. The stock has a market cap of $40.31 billion, a P/E ratio of -24.07 and a beta of 7.44. The company has a fifty day simple moving average of $89.99 and a 200 day simple moving average of $94.74.

CoreWeave (NASDAQ:CRWV – Get Free Report) last posted its quarterly earnings data on Tuesday, August 11th. The company reported ($1.14) earnings per share for the quarter, topping the consensus estimate of ($1.52) by $0.38. The company had revenue of $2.58 billion during the quarter. CoreWeave had a negative return on equity of 47.95% and a negative net margin of 25.41%.The firm’s quarterly revenue was up 112.5% on a year-over-year basis. During the same period in the prior year, the company earned ($0.27) earnings per share. On average, research analysts expect that CoreWeave Inc. will post -5.17 EPS for the current year. Analyst Upgrades and Downgrades CRWV has been the topic of a number of research reports. JPMorgan Chase & Co. raised their target price on shares of CoreWeave from $105.00 to $110.00 and gave the company a “neutral” rating in a research note on Tuesday, August 11th. Wolfe Research reissued an “outperform” rating on shares of CoreWeave in a research report on Monday, July 6th. Rosenblatt Securities reiterated a “buy” rating and set a $250.00 target price on shares of CoreWeave in a research note on Wednesday, August 12th. Citigroup lifted their price objective on shares of CoreWeave from $142.00 to $159.00 and gave the stock a “buy” rating in a research note on Friday, August 14th. Finally, Roth Capital set a $145.00 price objective on shares of CoreWeave in a research note on Thursday, August 13th. Twenty-one analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, CoreWeave currently has an average rating of “Moderate Buy” and a consensus price target of $141.57.

Read Our Latest Analysis on CRWV

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

Positive Sentiment: CoreWeave announced a multiyear agreement with Hudson River Trading (HRT) to provide AI infrastructure for trading research and model development. The deal reportedly could be worth billions and will use NVIDIA’s next-generation Vera Rubin NVL72 platform and Spectrum-X networking, expanding CoreWeave’s exposure to financial-services customers and supporting demand visibility. Hudson River Trading agreement Positive Sentiment: Analysts continue to point to CoreWeave’s powerful growth: recent quarterly revenue rose 112.5% year over year to $2.58 billion, while its backlog reached more than $104 billion. A bullish research view cited improving margins, operating leverage and strong AI demand, although it acknowledged capital-intensity risks. CoreWeave growth and valuation analysis Neutral Sentiment: Short seller Martin Shkreli reportedly covered his CoreWeave position after holding it for roughly a week. The move removes one source of short-selling pressure but is not necessarily a bullish signal, particularly as the stock continued to face broader volatility. Martin Shkreli covers CoreWeave short Negative Sentiment: CEO Michael Intrator sold 307,692 shares for approximately $29.5 million at an average price of $95.72. The sales were made under a pre-arranged Rule 10b5-1 plan, and he still owns a significant stake, but the size of the transaction weighed on sentiment and raised concerns about insider selling. CoreWeave CEO share sale Negative Sentiment: Bearish commentary argues that CoreWeave’s highly leveraged business model could struggle if AI infrastructure spending slows, capacity becomes excessive or interest rates remain elevated. With a debt-to-equity ratio above 5 and negative earnings, investors remain sensitive to funding costs, dilution risk and the company’s path to profitability. CoreWeave leverage and market risks Negative Sentiment: Northland Securities’ estimates show continued losses through 2027, including projected fiscal 2026 EPS of negative $5.50 and fiscal 2027 EPS of negative $3.18, although the firm expects a return to quarterly profitability in the fourth quarter of 2027. CoreWeave analyst estimates Insider Activity In other CoreWeave news, Director Jack D. Cogen sold 986,540 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $107.80, for a total value of $106,349,012.00. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Michael N. Intrator sold 278,560 shares of the company’s stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $97.43, for a total value of $27,140,100.80. Following the completion of the transaction, the chief executive officer directly owned 3,138,612 shares of the company’s stock, valued at approximately $305,794,967.16. The trade was a 8.15% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 9,541,014 shares of company stock worth $942,884,194. Insiders own 24.20% of the company’s stock.

CoreWeave Company Profile (Free Report)

CoreWeave is a U.S.-based provider of GPU-accelerated cloud infrastructure designed to support compute-intensive workloads such as artificial intelligence, machine learning, visual effects rendering and other high-performance computing applications. The company supplies access to large fleets of modern GPUs and complementary infrastructure that enable customers to train and deploy large models, run inference at scale, and process graphics-heavy workloads with low latency and high throughput.

CoreWeave’s product offering includes on-demand and dedicated GPU instances, bare-metal servers, private clusters and managed services tailored for enterprise and developer use.

Featured Stories Five stocks we like better than CoreWeave Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates?

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Amazon (NASDAQ: AMZN | AMZN Price Prediction) trades at $259.39, well below where fundamentals suggest it should. Our 24/7 Wall St. price target is $343.50, implying 32.8% upside over the next 12 months. Our recommendation is buy, with a high (90%) confidence rating.

24/7 Wall St. Price Target Summary Metric Value Current Price $259.39 24/7 Wall St. Price Target $343.50 Upside 32.8% Recommendation BUY Confidence Level 90% Why Amazon Looks Historically Cheap Right Now Amazon is up 12.69% year to date and 16.22% over the past year, yet sits 1.89% below its 52-week high of $287.20.

Q2 FY26 revenue hit $200.6 billion, up 19.62%, with operating income up 43.24% to $27.46 billion. AWS grew 37%, the fastest in 18 quarters, with a $496 billion backlog. Advertising jumped 26%. At a trailing P/E of 21 and forward P/E of 23, Amazon trades closer to a mature retailer than a business with AWS growing at this pace.

Why Bulls See a Breakout Ahead The bull case rests on AWS operating leverage now visible in the numbers. AWS margins hit 39.4% in Q2, and majority of 2027 AI capacity is already reserved. Andy Jassy told investors “we long believed AWS could become a few hundred billion dollar revenue business and now believe it will be at least double that and very possibly be a trillion dollar annual revenue business.”

Advertising runs at over $70 billion TTM, and Amazon’s chips business already exceeds a $25 billion annual run rate growing triple digits. Our model’s bull case lands at $393.98, a 52.32% total return if AWS keeps accelerating.

What Could Go Wrong The bear case centers on capex. Amazon guides to roughly $200 billion in 2026 capital spending, and TTM free cash flow turned negative at -$7.6 billion. Long-term debt has climbed to $119.1 billion from $65.6 billion. Reported GAAP EPS has been flattered by $53.4 billion in non-operating gains tied to Anthropic. Q3 faces an 80 basis point FX headwind.

Management notes servers reach break-even in under three years and data centers can be monetized for 30-plus years, so the free cash flow air pocket reflects investment timing, not broken economics. Our bear case still lands at $293.37, a 13.42% gain.

How Amazon Compares to Microsoft and Alphabet Against hyperscaler peers, Amazon’s multiple looks most compressed. Microsoft (NASDAQ: MSFT) competes via Azure, but Azure growth trails AWS’s 37% pace this quarter, and Microsoft trades at a materially richer forward multiple than Amazon’s 23x.

Alphabet (NASDAQ: GOOGL) mirrors the ads-plus-cloud combination and typically trades in the low-20s forward, giving Amazon almost no premium despite carrying the fastest-growing hyperscaler. On that basis, the 24/7 Wall St. price target of $343.50 looks conservative.

Amazon Price Prediction 2026-2030 The 24/7 Wall St. price target of $343.50 with a buy rating and 90% confidence reflects a stock where the multiple has compressed while operating income accelerates.

The thesis strengthens if AWS holds growth above 30% into Q4. It weakens if capex guidance for 2027 lurches materially higher without a matching backlog signal. On today’s numbers, this looks like a rare setup in the mega-caps.

Year 24/7 Wall St. Price Target 2026 $279.80 2027 $370.96 2028 $412.77 2029 $490.48 2030 $535.00 These projections assume Amazon executes on AWS capacity expansion and advertising monetization. Significant upside or downside could result from AI infrastructure returns and 2026-2027 free cash flow recovery.

Contact [email protected] for any questions or corrections.

AMG National Trust Bank lowered its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 17.9% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 69,857 shares of the retailer’s stock after selling 15,218 shares during the period. AMG National Trust Bank’s holdings in Walmart were worth $7,912,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of WMT. MFA Wealth Services boosted its holdings in shares of Walmart by 0.7% during the 1st quarter. MFA Wealth Services now owns 10,909 shares of the retailer’s stock valued at $1,356,000 after purchasing an additional 80 shares during the last quarter. Realta Investment Advisors lifted its holdings in Walmart by 2.0% during the 1st quarter. Realta Investment Advisors now owns 4,089 shares of the retailer’s stock valued at $508,000 after buying an additional 81 shares in the last quarter. Compton Financial Group LLC raised its position in Walmart by 4.1% during the 1st quarter. Compton Financial Group LLC now owns 2,081 shares of the retailer’s stock valued at $259,000 after purchasing an additional 82 shares in the last quarter. Renaissance Group LLC lifted its stake in Walmart by 0.9% in the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock worth $1,074,000 after acquiring an additional 83 shares during the period. Finally, Calton & Associates Inc. grew its holdings in Walmart by 0.3% during the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock worth $3,033,000 after acquiring an additional 84 shares in the last quarter. 26.76% of the stock is currently owned by hedge funds and other institutional investors.

Walmart Trading Down 0.1% WMT opened at $103.70 on Friday. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.77 and a quick ratio of 0.23. The company’s 50 day simple moving average is $113.35 and its two-hundred day simple moving average is $121.26. Walmart Inc. has a 1-year low of $95.42 and a 1-year high of $135.15. The firm has a market capitalization of $825.25 billion, a price-to-earnings ratio of 37.44, a price-to-earnings-growth ratio of 3.94 and a beta of 0.61.

Walmart (NASDAQ:WMT – Get Free Report) last announced its quarterly earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, beating the consensus estimate of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The business had revenue of $187.94 billion for the quarter, compared to analyst estimates of $186.64 billion. During the same quarter in the prior year, the company posted $0.68 EPS. The company’s quarterly revenue was up 5.9% on a year-over-year basis. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Analysts expect that Walmart Inc. will post 2.85 EPS for the current fiscal year. Analyst Upgrades and Downgrades WMT has been the subject of several recent research reports. Citigroup reduced their price target on shares of Walmart from $147.00 to $132.00 and set a “buy” rating for the company in a report on Friday. Royal Bank Of Canada cut their price target on Walmart from $137.00 to $131.00 and set an “outperform” rating on the stock in a report on Friday. Piper Sandler reissued an “overweight” rating and issued a $128.00 price target (down from $137.00) on shares of Walmart in a research report on Friday. UBS Group reduced their price target on Walmart from $141.00 to $130.00 and set a “buy” rating for the company in a research report on Friday. Finally, Mizuho set a $130.00 price objective on Walmart in a research report on Monday, July 27th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Walmart has a consensus rating of “Moderate Buy” and an average target price of $131.88.

Get Our Latest Stock Report on Walmart

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

Positive Sentiment: Walmart reported adjusted earnings of $0.81 per share and revenue of $187.94 billion, beating consensus estimates of $0.74 and $186.62 billion, respectively. Revenue increased 5.9% year over year. Walmart earnings report Positive Sentiment: Growth businesses remain strong: global e-commerce sales rose 23%, advertising revenue increased 38%, and global membership revenue grew 17%. These trends support the long-term investment case despite slower core-store growth. Walmart second-quarter highlights Positive Sentiment: Walmart plans to use approximately $2.9 billion in tariff refunds to help lower prices, potentially strengthening its value proposition as consumers become more budget-conscious. The rollout of tap-to-pay, including Apple Pay and Google Pay, may also improve checkout convenience. Walmart tap to pay rollout Neutral Sentiment: Several analysts retained bullish ratings—including buy, outperform, and overweight—but lowered price targets after the earnings release. New targets range from $120 to $140, indicating analysts still see meaningful upside but have moderated their expectations. Negative Sentiment: U.S. comparable sales grew 2.6%, below expectations near 3.5%, marking Walmart’s weakest domestic comparable-sales growth in more than six years. Analysts cited weakness in health and wellness and questioned the trajectory of the core U.S. business. Negative Sentiment: Third-quarter guidance fell short of consensus: Walmart projected adjusted EPS of $0.62–$0.64 versus $0.68 expected and revenue of $183.1–$184.5 billion versus $188.2 billion expected. The timing of Flipkart’s promotional event is also expected to reduce quarterly sales growth by more than 100 basis points. Negative Sentiment: The stock’s elevated valuation increases sensitivity to any slowdown, while higher energy costs and consumer trade-offs are raising broader concerns about the health of U.S. retail spending. Insider Transactions at Walmart In related news, EVP Daniel J. Bartlett sold 3,710 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $113.10, for a total transaction of $419,601.00. Following the transaction, the executive vice president owned 626,299 shares in the company, valued at $70,834,416.90. This trade represents a 0.59% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Latriece Watkins sold 11,000 shares of Walmart stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.97, for a total value of $1,308,670.00. Following the transaction, the executive vice president directly owned 120,203 shares in the company, valued at approximately $14,300,550.91. This trade represents a 8.38% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 57,064 shares of company stock worth $6,697,788. Insiders own 0.09% of the company’s stock.

Walmart Company Profile (Free Report)

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.

Featured Stories Five stocks we like better than Walmart Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding WMT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Walmart Inc. (NASDAQ:WMT – Free Report).

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Baxter Bros Inc. acquired a new position in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 84,429 shares of the company’s stock, valued at approximately $12,381,000. Procter & Gamble makes up 1.4% of Baxter Bros Inc.’s holdings, making the stock its 21st largest position.

A number of other hedge funds have also made changes to their positions in the company. E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of Procter & Gamble by 1,000.0% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 165 shares of the company’s stock worth $25,000 after buying an additional 150 shares in the last quarter. Litman Gregory Wealth Management LLC purchased a new stake in Procter & Gamble during the 4th quarter valued at about $26,000. Park Square Financial Group LLC raised its holdings in Procter & Gamble by 65.1% in the 4th quarter. Park Square Financial Group LLC now owns 180 shares of the company’s stock valued at $26,000 after acquiring an additional 71 shares during the last quarter. Evolution Wealth Management Inc. lifted its stake in Procter & Gamble by 1,315.4% in the 4th quarter. Evolution Wealth Management Inc. now owns 184 shares of the company’s stock worth $26,000 after purchasing an additional 171 shares in the last quarter. Finally, Basso Capital Management L.P. acquired a new position in shares of Procter & Gamble during the 4th quarter worth approximately $28,000. Institutional investors and hedge funds own 65.77% of the company’s stock.

Wall Street Analysts Forecast Growth Several research firms recently commented on PG. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $163.00 price target on shares of Procter & Gamble in a report on Monday, April 27th. Jefferies Financial Group upped their target price on Procter & Gamble from $177.00 to $179.00 and gave the company a “buy” rating in a report on Friday, June 26th. Weiss Ratings reiterated a “hold (c)” rating on shares of Procter & Gamble in a report on Wednesday, June 24th. Royal Bank Of Canada reissued an “outperform” rating on shares of Procter & Gamble in a research report on Wednesday. Finally, Argus lowered shares of Procter & Gamble from a “buy” rating to a “hold” rating in a report on Friday, August 7th. Thirteen research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat, Procter & Gamble has a consensus rating of “Moderate Buy” and a consensus target price of $161.52.

Read Our Latest Research Report on Procter & Gamble Procter & Gamble Stock Up 1.3% Procter & Gamble stock opened at $144.77 on Friday. The stock has a market cap of $336.51 billion, a PE ratio of 21.87, a P/E/G ratio of 4.40 and a beta of 0.39. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.68 and a quick ratio of 0.47. The stock’s fifty day moving average is $147.73 and its two-hundred day moving average is $148.69. Procter & Gamble Company has a 1-year low of $137.62 and a 1-year high of $167.25.

Procter & Gamble (NYSE:PG – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The company reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.41 by $0.02. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%.The business had revenue of $21.20 billion during the quarter, compared to analysts’ expectations of $21.38 billion. During the same period in the prior year, the firm posted $1.48 EPS. The business’s quarterly revenue was up 1.5% compared to the same quarter last year. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. On average, sell-side analysts expect that Procter & Gamble Company will post 6.98 EPS for the current fiscal year.

Procter & Gamble Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Monday, August 17th. Shareholders of record on Friday, July 24th were paid a $1.0885 dividend. This represents a $4.35 annualized dividend and a yield of 3.0%. The ex-dividend date was Friday, July 24th. Procter & Gamble’s dividend payout ratio is currently 65.71%.

(Free Report)

Procter & Gamble (NYSE: PG) is a multinational consumer goods company headquartered in Cincinnati, Ohio. Founded in 1837 by William Procter and James Gamble, P&G has grown into one of the world’s largest producers of branded consumer packaged goods. The company focuses on developing, manufacturing and marketing a broad portfolio of household and personal care products sold to consumers and retailers worldwide.

P&G’s product offering spans several core business categories, including Beauty, Grooming, Health Care, Fabric & Home Care, and Baby, Feminine & Family Care.

See Also Five stocks we like better than Procter & Gamble Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates?

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Bank of New York Mellon Corp bought a new stake in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 6,784,070 shares of the auto manufacturer’s stock, valued at approximately $522,916,000. Bank of New York Mellon Corp owned about 0.77% of General Motors at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of GM. Focus Partners Advisor Solutions LLC bought a new stake in shares of General Motors during the 2nd quarter valued at $4,152,000. State of Wyoming bought a new position in General Motors in the 2nd quarter worth $922,000. Kelleher Financial Advisors purchased a new position in General Motors during the second quarter valued at $65,000. Bellars Harris Wealth Management LLC purchased a new position in General Motors during the second quarter valued at $3,655,000. Finally, GSA Capital Partners LLP bought a new stake in General Motors during the second quarter valued at about $1,167,000. 92.67% of the stock is owned by institutional investors.

General Motors Stock Up 2.1% NYSE GM opened at $87.98 on Friday. The company has a quick ratio of 0.97, a current ratio of 1.14 and a debt-to-equity ratio of 1.42. General Motors Company has a 52 week low of $54.33 and a 52 week high of $91.85. The firm has a market capitalization of $77.20 billion, a price-to-earnings ratio of 44.43, a PEG ratio of 0.39 and a beta of 1.30. The company has a fifty day moving average of $82.01 and a two-hundred day moving average of $79.58.

General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last announced its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, beating the consensus estimate of $3.19 by $0.38. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The business had revenue of $48.03 billion for the quarter, compared to the consensus estimate of $47.01 billion. During the same quarter in the prior year, the firm posted $2.53 earnings per share. The business’s revenue for the quarter was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, analysts predict that General Motors Company will post 13.29 earnings per share for the current year. General Motors Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Friday, September 4th will be paid a $0.18 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.72 annualized dividend and a yield of 0.8%. General Motors’s dividend payout ratio (DPR) is presently 36.36%.

Analyst Ratings Changes A number of brokerages have commented on GM. Wedbush restated an “outperform” rating and issued a $95.00 price target on shares of General Motors in a research report on Monday, May 11th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $100.00 target price on shares of General Motors in a report on Wednesday, July 22nd. UBS Group restated a “buy” rating on shares of General Motors in a research note on Wednesday, June 10th. Piper Sandler reiterated an “overweight” rating and issued a $102.00 price target on shares of General Motors in a research report on Wednesday, April 29th. Finally, Royal Bank Of Canada increased their price objective on shares of General Motors from $94.00 to $100.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $101.41.

Get Our Latest Report on General Motors

Key Headlines Impacting General Motors Here are the key news stories impacting General Motors this week:

Positive Sentiment: Analysts lifted some earnings expectations. Zacks Research raised its Q4 2026 EPS forecast to $2.56 from $2.52, while another analyst reportedly boosted full-year FY2026 estimates. GM’s current consensus EPS forecast is $13.29. FY2026 EPS Estimates for General Motors Boosted by Analyst Positive Sentiment: GM continues to benefit from better-than-expected earnings. The automaker’s latest quarterly results exceeded both EPS and revenue estimates, with earnings of $3.57 per share on $48.03 billion in revenue. The stock has also gained since that report, supporting near-term investor momentum. General Motors Up Since Last Earnings Report Positive Sentiment: Valuation expectations improved. One analysis raised GM’s fair-value estimate from $94.81 to $100.04 per share following mixed reactions to its second-quarter results and guidance. General Motors Fair Value Rises Neutral Sentiment: GM is generating higher profits while selling fewer vehicles. That strategy contrasts with Toyota’s volume-focused approach, which is reportedly bringing the rival closer to GM’s long-standing U.S. sales leadership. The development highlights both GM’s improved profitability and potential longer-term market-share risk. GM and Toyota U.S. Auto Sales Negative Sentiment: NHTSA opened a probe covering nearly 1 million GM pickups and SUVs. Regulators are reviewing 997,743 vehicles after 499 complaints involving engine failures, including concerns that an earlier recall may not have resolved the problem. The investigation raises potential risks of additional recalls, repair costs, legal exposure and reputational damage. NHTSA Probe Into GM Vehicles Negative Sentiment: Longer-term earnings estimates remain mixed. Zacks Research lowered its Q1 2028 EPS forecast to $3.09 from $3.20, signaling some caution about GM’s future earnings trajectory despite the improved near-term estimate. Insiders Place Their Bets In other General Motors news, CEO Mary T. Barra sold 318,448 shares of the company’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $90.38, for a total value of $28,781,330.24. Following the transaction, the chief executive officer owned 428,994 shares of the company’s stock, valued at $38,772,477.72. This represents a 42.61% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 8,882 shares of the stock in a transaction on Monday, July 27th. The stock was sold at an average price of $86.95, for a total value of $772,289.90. Following the completion of the sale, the executive vice president owned 28,513 shares in the company, valued at approximately $2,479,205.35. The trade was a 23.75% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,241,401 shares of company stock valued at $106,313,695 over the last quarter. Corporate insiders own 0.44% of the company’s stock.

General Motors Profile (Free Report)

General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.

GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.

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