Track market-moving stories before they get noisy

Berkshire Hathaway (BRKA -0.74%)(BRKB -0.55%) jettisoned 16 stocks since new CEO Greg Abel took the reins earlier this year, including Domino's Pizza (DPZ -0.64%). The sale of Domino's marked a stark reversal as Berkshire had spent several quarters building up a nearly 10% stake in the pizza chain.

While Berkshire Hathaway's new CEO is getting out of Domino's stock, I'm still holding. Even though the pizza stock has hit a rough patch, I have confidence in the long-term growth story, including its ability to continue increasing the dividend.

Image source: Getty Images.

A cold slice of realityThere's a reason Abel dumped Domino's stock. It has lost about a third of its value since the second quarter of 2024, when Berkshire began buying shares, with most of that decline occurring this year. That's due to its slowing growth.

During the first quarter, Domino's same-store sales growth slowed to an anemic 0.4% internationally and 0.9% in the U.S., as it battled what CEO Russell Weiner called a "intensifying macro and competitive environment." The war with Iran and continued inflation are impacting customer sentiment, with inflation having a meaningful impact on lower-income customers. That's leading rivals to aggressively discount to grab market share. Same-store sales growth slowed further in the second quarter to 0.1% in both the U.S. and international markets.

Today's Change

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-0.64

%) $

-2.15

Current Price

$

334.37

A different appetiteBerkshire grabbed a slice of Domino's when Warren Buffett was still the CEO. He's no longer in charge of the company and its investment portfolio. New CEO Greg Abel has his own vision for the company, which he has started executing since taking over at the beginning of the year.

He embarked on a massive overhaul of the investment portfolio during the first quarter, dumping 16 positions, or a third of the portfolio. In addition to Domino's, Abel sold out of other very notable names, including Amazon, Visa, and Mastercard. Meanwhile, he significantly boosted the company's stake in Alphabet, tripling its holdings.

So, the sale of Domino's was more about Abel revamping Berkshire's entire investment portfolio than a specific vote against the stock.

Today's Change

(

-0.55

%) $

-2.76

Current Price

$

496.86

My tastes haven't changedWhile I acknowledge that Domino's is facing some headwinds, its recent issues haven't altered my view. Despite sluggish same-store sales growth, the company's overall growth remains solid. Global retail sales rose 3.4% in the first quarter and 3% in the second quarter, driven by a growing store footprint (955 net store growth over the last 12 months). As the CEO pointed out in the second-quarter earnings press release, the growing store count is adding new customers, which will "strengthen our long-term growth flywheel by engaging with our loyalty program, while their orders power our supply chain business, fuel store growth, and drive market share."

Meanwhile, the company is still generating lots of cash ($352.6 million year-to-date). Domino's is allocating that money to grow shareholder value. It's investing in the business, strengthening its balance sheet (leverage has fallen from 4.7x to 4.3x over the past year), and returning cash to investors. The company's board approved an additional $1 billion share repurchase program in the first quarter, which boosted the total remaining authorization to almost $1.3 billion at the time. It also hiked its dividend by another 15% earlier this year.

That growing dividend is one of the things I find most satisfying about the stock. Domino's has grown its dividend by nearly 112% over the past five years. It can easily afford its current payment level (2.4% yield). It paid out $68.2 million in dividends during the first half of this year, only about 22% of its free cash flow ($313.6 million). That leaves lots of room to grow the payout while it works to reignite its sluggish growth.

Long-time CEO Russell Weiner stated in the second-quarter earnings release that: "My conviction in Domino's long-term growth potential remains as strong as ever...Domino's is uniquely positioned to continue gaining market share and delivering long-term value for shareholders."

I share that same conviction, even with the knowledge that Weiner has since announced he's stepping out of that role and becoming the Executive Chairman, with current COO Joe Jordan taking over as CEO. That internal succession is a sign of continuity, much as it was for Berkshire. I still believe the company can grow its earnings, dividend, and shareholder value over the long-term, which is why I plan to continue holding. And, given how cheap the stock has gotten, I'm considering grabbing another slice of Domino's.

Matt DiLallo has positions in Alphabet, Amazon, Berkshire Hathaway, Domino's Pizza, Mastercard, and Visa and has the following options: long June 2028 $180 calls on Amazon and short September 2026 $280 calls on Amazon. The Motley Fool has positions in and recommends Alphabet, Amazon, Berkshire Hathaway, Domino's Pizza, Mastercard, and Visa. The Motley Fool has a disclosure policy.

Eightco heeft de afgelopen twee weken 14 miljoen gewone aandelen ingekocht in het kader van het eerder aangekondigde aandeleninkoopprogramma van 125 miljoen dollar

Samenstelling van de treasury van Eightco op 19 augustus 2026: 90 miljoen dollar aan indirecte aandelenbelangen in OpenAI, 18 miljoen dollar aan aandelen in Beast Industries, 16.278 ETH, bijna 302 miljoen WLD-tokens en 132 miljoen dollar aan liquide middelen en kasequivalenten, goed voor een totaal van ongeveer 389 miljoen dollar

Eightco nam onlangs deel aan de financieringsronde van World Foundation ter waarde van 52,5 miljoen dollar, die werd geleid door Pantera en waaraan ook Bain Capital Crypto, Selini Capital, Susquehanna Crypto en andere investeerders deelnamen

Eightco biedt indirecte blootstelling aan enkele van de meest innovatieve private ondernemingen, waaronder OpenAI en Beast Industries

, /PRNewswire/ -- Eightco Holdings Inc. (NASDAQ: ORBS) ('Eightco' of de 'onderneming') heeft vandaag een update verstrekt over haar totale bezittingen, waarbij de onderneming haar posities op het gebied van digitale activa en strategische investeringen in toonaangevende particuliere technologiebedrijven toelichtte. Eightco heeft ook aangekondigd dat het ongeveer 14 miljoen gewone aandelen heeft ingekocht in het kader van het eerder aangekondigde aandeleninkoopprogramma van 125 miljoen dollar.

ORBS Holdings & Key Metrics

The ORBS Portfolio Thesis

Op 19 augustus 2026 om 18:00 uur (ET) omvatten de bezittingen van ORBS een investering van 90 miljoen dollar (indirect, via SPV's) in OpenAI, een reeds gefinancierde investering van 18 miljoen dollar in Beast Industries, een investering van 1 miljoen dollar in Mythical Games, 301.971.219 Worldcoin (WLD) tegen 0,37 dollar per WLD (volgens Coinbase), 16.278 Ethereum (ETH) en ongeveer 132 miljoen dollar aan liquide middelen en stablecoins, wat neerkomt op totale bezittingen van ongeveer 389 miljoen dollar.

Belangrijkste ontwikkelingen:

Het management van Eightco is van mening dat de treasuryportefeuille van de onderneming enkele van de meest essentiële bouwstenen voor het toekomstige AI- en digitale financiële systeem bevat. De belangrijkste ontwikkelingen van deze week zijn:

OpenAI voltooide een secundaire aandelenverkoop ter waarde van ongeveer 7 miljard dollar voorafgaand aan de verwachte beursgang (IPO), waardoor huidige en voormalige werknemers aandelen konden verkopen tegen de waardering van het bedrijf van 852 miljard dollar (CNBC). Op 4 augustus kondigde Cloudflare Cloudflare Wallets aan, de programmeerbare wallet voor het agentische internet, waarmee AI-agents een wallet én de mogelijkheid krijgen om transacties uit te voeren (Cloudflare). Op 10 augustus kondigde OpenAI aan dat het zijn Daybreak Cyber Partner Program uitbreidt om zijn meest geavanceerde cybersecuritymodellen beschikbaar te maken via vertrouwde cybersecuritybedrijven en dienstverleners. Via Daybreak kunnen partners zoals Accenture, IBM, CrowdStrike, Palo Alto Networks, Cisco, Cloudflare en anderen de modellen van OpenAI integreren in hun bestaande beveiligingsproducten en -diensten (OpenAI). Op 18 augustus introduceerde OpenAI ChatGPT voor tieners, ontworpen om tieners te helpen leren, kritisch na te denken, hun begrip te verdiepen en AI met vertrouwen te gebruiken. Het is bedoeld om tieners sterkere ingebouwde veiligheidsmaatregelen te bieden, waaronder functies die verantwoord gebruik bevorderen en aanvullende controles voor ouders (OpenAI). "Wij blijven van mening dat de gewone aandelen van ORBS niet alleen zijn ondergewaardeerd ten opzichte van hun intrinsieke waarde, maar ook ten opzichte van de synergetische waarde van de aangehouden activa", zei Kevin O'Donnell, voorzitter en CEO van Eightco (ORBS). "Ons besluit om de afgelopen twee weken 14 miljoen aandelen in te kopen, weerspiegelt het vertrouwen dat wij hebben in de strategie, activa en toekomst van Eightco. Wij zijn van mening dat deze aandeleninkopen een efficiënte en effectieve aanwending van kapitaal vormen en de aandeelhouderswaarde vergroten."

Eightco: Blootstelling aan cruciale megatrends

Eightco is gebouwd rond drie megatrends waarvan de onderneming verwacht dat ze het komende decennium van innovatie zullen bepalen: kunstmatige intelligentie, digitale identiteit en de creator-economie. De onderneming heeft posities in elk van deze trends via haar indirecte investeringen in OpenAI (23% van de treasuryportefeuille van ORBS), Worldcoin (29%) en Beast Industries (5%).

Kunstmatige intelligentie — OpenAI

Eightco heeft ongeveer 90 miljoen dollar geïnvesteerd in special purpose vehicles (SPV's) met blootstelling aan aandelenbelangen in de moedermaatschappij van OpenAI. Dit vertegenwoordigt ongeveer 23% van de treasuryactiva, een van de hoogste bekendgemaakte concentraties van alle beursgenoteerde beleggingsvehikels.

ChatGPT, de consumentenapp van OpenAI, is wereldwijd de nummer 1 AI-consumenten-app (Sensor Tower). Op 31 juli 2026 maakte OpenAI bekend dat zijn modellen inmiddels meer dan één miljard actieve gebruikers en meer dan twee miljoen ondernemingen bereiken. Zes maanden nadat zij zich hebben geregistreerd, versturen gebruikers dagelijks ongeveer 50% meer berichten en gebruiken zij ChatGPT voor ongeveer twee keer zoveel soorten werkzaamheden.

Digitale identiteit — WLD-token

Eightco bezit bijna 302 miljoen WLD, goed voor ongeveer 8,4% van het circulerende aanbod. Daarmee bekleedt de onderneming wereldwijd de grootste openbaar gemaakte institutionele positie, die ongeveer 29% van de treasuryactiva van Eightco vertegenwoordigt.

Worldcoin is de native token van World, een wereldwijd Proof of Human-netwerk dat is ontwikkeld door Tools for Humanity (mede opgericht door Sam Altman en Alex Blania) en wordt beheerd door de World Foundation. De Orb-apparaten verstrekken een privacybeschermende World ID die bevestigt dat een gebruiker een uniek mens is en geen AI-agent.

Onder het aangekondigde businessmodel van World betalen applicaties een vergoeding per verificatie, terwijl verificatie voor eindgebruikers gratis blijft. Zowel uitgevers van digitale identiteitsbewijzen als het World-protocol genereren daarbij inkomsten uit de authenticatie van geverifieerde personen. World ziet een totale potentiële omzetkans van 6,35 biljoen dollar in dertien sectoren, waaronder het bankwezen, e-commerce, gaming, sociale media en agentische AI (volgens Tools for Humanity).

Creator-economie — Beast Industries

Eightco heeft 18 miljoen dollar geïnvesteerd in aandelen van Beast Industries, wat ongeveer 5% van de treasuryactiva vertegenwoordigt.

Beast Industries behoort wereldwijd tot de ondernemingen met het grootste rechtstreekse bereik onder consumenten, met op de verschillende platforms samen meer dan 500 miljoen volgers. Dit bereik wordt gedragen door MrBeast, wereldwijd de meest bekeken persoon op YouTube. Naarmate AI de contentproductie steeds meer tot een standaardproduct maakt, worden distributie en het vertrouwen van het publiek steeds schaarser.

Over Eightco Holdings Inc.

Eightco Holdings Inc. (NASDAQ: ORBS) is een beursgenoteerde onderneming die een Worldcoin (WLD)-treasurystrategie toepast die de eerste in haar soort is. Daarmee biedt zij beleggers via één beursticker indirecte blootstelling aan drie bepalende trends van deze cyclus: kunstmatige intelligentie via haar indirecte investering in OpenAI, digitale identiteit via haar positie als grootste beursgenoteerde houder van WLD en het Proof of Human-protocol, en de creator-economie via haar aandelenbelang in Beast Industries van MrBeast. Ondersteund door toonaangevende institutionele beleggers, waaronder Bitmine Immersion Technologies Inc. (NYSE: BMNR), MOZAYYX, World Foundation, Discovery Capital Management, FalconX, Payward/Kraken, Pantera en GSR, bouwt Eightco aan de infrastructuurlaag voor menselijke verificatie in het tijdperk van agentische AI.

Voor meer informatie:
X: @iamhuman_orbs
Website: 8co.holdings 

Veelgestelde vragen

Wat is het aandeel ORBS?

Eightco Holdings Inc. (NASDAQ: ORBS) is een beursgenoteerde onderneming op de Nasdaq. ORBS biedt indirecte blootstelling aan OpenAI en Beast Industries en houdt een van de grootste openbaar gemaakte posities in Worldcoin (WLD) aan.

Wie bezit de meeste Worldcoin (WLD)?

Eightco Holdings (NASDAQ: ORBS) bezit bijna 302 miljoen WLD, wat overeenkomt met ongeveer 8,4% van het circulerende aanbod en wereldwijd de grootste openbaar gemaakte institutionele positie vormt.

Wat is Proof of Human?

Proof of Human is een cryptografische verificatiemethode waarmee wordt vastgesteld dat een gebruiker een unieke, levende persoon is en geen bot of AI-agent. Het is een fundamentele infrastructuur voor sociale netwerken, het bankwezen, agentische handel en elk systeem dat 'één persoon, één account' vereist in het tijdperk van agentische AI.

Hoe verhoudt Eightco (ORBS) zich tot Proof of Human?

Eightco Holdings (NASDAQ: ORBS) is de grootste openbaar gemaakte institutionele houder van Worldcoin (WLD), de token die het Proof of Human-netwerk van World aandrijft.

Wie is de CEO van Eightco Holdings?

Kevin O'Donnell is de CEO van Eightco Holdings (NASDAQ: ORBS). De raad van bestuur van de onderneming bestaat onder meer uit Tom Lee (managing partner en hoofd onderzoek bij Fundstrat en voorzitter van Bitmine Immersion Technologies (NYSE: BMNR)). Brett Winton (hoofdfuturist bij ARK Invest) is adviseur van de raad van bestuur.

Toekomstgerichte verklaringen

Dit persbericht bevat toekomstgerichte verklaringen in de zin van de Private Securities Litigation Reform Act van 1995. Alle verklaringen in dit persbericht, met uitzondering van verklaringen over historische feiten, kunnen worden beschouwd als toekomstgerichte verklaringen, waaronder, zonder beperking, verklaringen met betrekking tot: de verwachting van de onderneming dat kunstmatige intelligentie, digitale identiteit en de creator-economie het komende decennium van innovatie zullen bepalen; de overtuiging van het management dat de treasuryportefeuille van de onderneming enkele van de meest essentiële bouwstenen voor het toekomstige AI- en digitale financiële systeem bevat; de overtuiging van het management dat de gewone aandelen van ORBS ondergewaardeerd zijn ten opzichte van hun intrinsieke waarde en synergetische waarde; de overtuiging van het management dat de aandeleninkopen van de onderneming een efficiënte en effectieve aanwending van kapitaal vormen die de aandeelhouderswaarde vergroten; verklaringen over de potentiële omzetkans van 6,35 biljoen dollar van World in sectoren als het bankwezen, e-commerce, gaming, sociale media en agentische AI; verklaringen dat distributie en het vertrouwen van het publiek steeds schaarser worden naarmate AI de contentproductie tot een standaardproduct maakt; verklaringen dat de onderneming de infrastructuurlaag voor menselijke verificatie in het tijdperk van agentische AI ontwikkelt; verklaringen dat Proof of Human een essentiële basisinfrastructuur vormt voor sociale netwerken, het bankwezen, agentische handel en systemen die een geverifieerde menselijke identiteit vereisen; en verklaringen dat de onderneming via haar investeringen in OpenAI, WLD en Beast Industries indirecte blootstelling biedt aan bepalende trends. Woorden en uitdrukkingen zoals 'plannen', 'verwacht', 'zal', 'voorziet', 'blijven', 'uitbreiden', 'bevorderen', 'ontwikkelen', 'gelooft', 'verwachting', 'doelstelling', 'kan', 'blijft', 'prognose', 'vooruitzichten', 'voornemen', 'schatting', 'zou kunnen', 'zou moeten', 'gepositioneerd', 'visie' en andere termen met een vergelijkbare betekenis zijn bedoeld om toekomstgerichte verklaringen aan te duiden, hoewel niet alle toekomstgerichte verklaringen dergelijke termen bevatten. Toekomstgerichte verklaringen zijn gebaseerd op de huidige overtuigingen en aannames van het management, die onderhevig zijn aan risico's en onzekerheden, en vormen geen garantie voor toekomstige prestaties. De werkelijke resultaten kunnen wezenlijk afwijken van de resultaten in toekomstgerichte verklaringen als gevolg van verschillende factoren, waaronder, zonder beperking: het onvermogen van de onderneming om het management of de activiteiten aan te sturen van private ondernemingen waarin zij geen meerderheidsaandeelhouder is, waaronder OpenAI en Beast Industries; het risico op verlies of afwaardering van de strategische investeringen van de onderneming, waaronder haar indirecte belang in aandelen van OpenAI (aangehouden via special purpose vehicles), haar positie in WLD en haar aandelenbelang in Beast Industries; het vermogen van de onderneming om te blijven voldoen aan de vereisten voor beursnotering van Nasdaq; onverwachte kosten, lasten of uitgaven die haar kapitaalmiddelen verminderen of anderszins de inzet van kapitaal vertragen; het onvermogen om voldoende kapitaal aan te trekken om haar bedrijfsactiviteiten of strategische investeringen te financieren of op te schalen; volatiliteit in de prijzen van digitale activa, waaronder WLD en ETH, die de waarde van de treasurybezittingen van de onderneming wezenlijk kan beïnvloeden; wijzigingen in regelgeving, toekomstige wetgeving en regelgeving die digitale activa, de toepassing van kunstmatige intelligentie of het verzamelen van biometrische gegevens negatief beïnvloeden; risico's met betrekking tot de ontwikkeling, toepassing en marktacceptatie van Proof of Human-technologie en het World-netwerk; onzekerheid over het tempo en de ontwikkeling van de toepassing van agentische AI in zakelijke en consumententoepassingen; onzekerheid over de productroadmap en ontwikkelingen in het bedrijfsmodel van OpenAI en eventuele toekomstige liquiditeitsgebeurtenissen; risico's met betrekking tot het vermogen van Beast Industries om zijn groeiprognoses te realiseren; concurrentie op de markten voor digitale identiteit en AI-infrastructuur; afhankelijkheid van derden voor de waardering van bepaalde investeringen; onzekerheid over het aanhoudende succes van MrBeast en de prestaties van het door creators gedreven bedrijfsmodel van Beast Industries; risico's met betrekking tot de geconcentreerde posities van de onderneming in bepaalde digitale activa en investeringen in private ondernemingen; risico's met betrekking tot het aandeleninkoopprogramma van de onderneming, waaronder de timing, prijs en omvang van eventuele inkopen; veranderende publieke en overheidsstandpunten ten aanzien van digitale activa of sectoren die verband houden met kunstmatige intelligentie; risico's met betrekking tot de timing, kenmerken en commerciële ontvangst van modelreleases van OpenAI; en risico's dat de dynamiek van het WLD-aanbod niet tot de verwachte markteffecten leidt. Gezien deze risico's en onzekerheden wordt u gewaarschuwd niet te sterk op dergelijke toekomstgerichte verklaringen te vertrouwen. Voor een bespreking van andere risico's en onzekerheden en andere belangrijke factoren die er elk toe zouden kunnen leiden dat de werkelijke resultaten van Eightco afwijken van die welke in de hierin opgenomen toekomstgerichte verklaringen worden beschreven, wordt verwezen naar de documenten die Eightco bij de Securities and Exchange Commission (de 'SEC') heeft ingediend, waaronder de risicofactoren en andere informatie in haar jaarverslag op formulier 10-K, dat op 15 april 2026 bij de SEC is ingediend, het kwartaalverslag op formulier 10-Q, dat op 15 mei 2026 bij de SEC is ingediend, en andere openbaar beschikbare documenten die bij de SEC zijn ingediend. Alle informatie in dit persbericht heeft betrekking op de datum van publicatie. Eightco neemt geen verplichting op zich om deze informatie bij te werken of de resultaten van eventuele herzieningen van de hierin opgenomen toekomstgerichte verklaringen openbaar te maken om feitelijke resultaten of wijzigingen in haar verwachtingen weer te geven.

This report is from this week's The Tech Download newsletter. Like what you see? You can subscribe here.

Meta says it faces a trillion-dollar penalty and damage to its advertising model. But the trial could go well beyond one company. It could make social media unrecognizable. 

The states want the court to force Meta to remove "certain addictive design features" from its platforms, Instagram and Facebook. These include infinite scrolling, autoplaying videos, disappearing content such as Instagram Stories, beauty filters, and algorithm-dominated feeds.

During her opening statements on Tuesday, California's deputy attorney general, Megan O'Neill, said that Meta is choosing profit over safety, hiding the "reality" of under-13s on its platforms, and that its business model is to "hook the users, hold them for as long as they can, harvest their data, and then hide the truth from the public." 

"This trial is potentially the end of social media as we know it," Kate Winick, a principal analyst at Forrester, said.

"Any verdict against Meta would set a massive precedent," Winick added. "These trials are often compared to the Big Tobacco lawsuits of the 90s, and the outcome will likely be analogous as well: the product is going to be harder for young people to access and the cultural message around social media is going to change." 

And California Attorney General Rob Bonta said Meta is just the "first in line," as various U.S. state attorneys general take social-media companies to court over harms. There are pending lawsuits against YouTube and Snap too. 

"Who goes first? Who goes last? Ideally, they all go at the same time," Bonta said. "That's not possible. In an ideal world, they would all commit to the same reforms and changes to all kids and keep them safe."

watch now

Meta and YouTube were already found negligent in a blockbuster social media addiction trial in Los Angeles in March, in which the plaintiff was a young woman who said she became addicted to their apps as a child. She said the platforms' design caused her severe body dysmorphia, depression and suicidal thoughts. 

Winick predicted that other social media platforms like Snap, which has a younger user base, would likely make "preemptive changes" to align with any changes forced on Meta by the trial. 

"It's unlikely that this will permanently kill the industry, but it will significantly reduce usage over the long term as young users fail to be introduced to the platforms," she added. 

"The real existential threat to Meta and social media as an industry is if similar lawsuits follow from adults alleging the same problems and effects," Winick said. 

News editOpenAI rolls out ChatGPT for Teens, a dedicated chatbot experience for users under 18 that has "stronger built-in safety protections." 

Alibaba's AI spending spree drove a 75% drop in net income for the June quarter.

OpenAI's chief financial officer told employees that the company will go public by 2027 if not sooner.

Amazon plans to offer drone deliveries in nearly 500 U.S. cities and towns by the end of the year.

AI data center outrage is showing up everywhere from ads to elections, as the facilities have become a physical manifestation of the widespread antipathy for AI.

One more thingNvidia is playing matchmaker, trying to connect companies with its graphics processing units to data-center operators that have the capacity to deploy them in the Nordics, sources told CNBC's Kai Nicol-Schwarz. 

It comes as the chip giant attempts to expand its influence over the AI ecosystem in the race to build out infrastructure.

Two sources familiar with the matter said Nvidia has offered to connect Nordic data center operators with companies using its GPUs that are seeking additional capacity.

Axxcess Wealth Management LLC lifted its position in CocaCola Company (The) (NYSE:KO – Free Report) by 7.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 180,068 shares of the company’s stock after acquiring an additional 12,068 shares during the period. Axxcess Wealth Management LLC’s holdings in CocaCola were worth $14,634,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in shares of CocaCola by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 374,771,512 shares of the company’s stock worth $26,200,276,000 after purchasing an additional 5,886,352 shares during the period. State Street Corp boosted its position in CocaCola by 1.2% in the fourth quarter. State Street Corp now owns 167,850,330 shares of the company’s stock valued at $11,734,417,000 after buying an additional 1,992,327 shares during the last quarter. Geode Capital Management LLC increased its holdings in CocaCola by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 89,984,203 shares of the company’s stock worth $6,273,037,000 after buying an additional 433,547 shares during the period. Norges Bank purchased a new position in CocaCola during the 4th quarter worth approximately $3,865,807,000. Finally, Bank of America Corp DE raised its position in CocaCola by 9.5% during the 1st quarter. Bank of America Corp DE now owns 44,018,963 shares of the company’s stock worth $3,347,642,000 after buying an additional 3,836,640 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Analyst Ratings Changes Several analysts have recently commented on KO shares. Bank of America upped their price objective on shares of CocaCola from $90.00 to $95.00 and gave the company a “buy” rating in a report on Friday, July 10th. UBS Group set a $104.00 target price on shares of CocaCola and gave the stock a “buy” rating in a report on Wednesday, July 29th. Sanford C. Bernstein restated a “market perform” rating and set a $93.00 target price on shares of CocaCola in a research report on Wednesday, July 29th. Seaport Research Partners set a $95.00 price target on shares of CocaCola in a report on Friday, August 14th. Finally, Piper Sandler upped their price target on shares of CocaCola from $88.00 to $95.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Fifteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $95.76.

Read Our Latest Stock Analysis on CocaCola CocaCola News Summary Here are the key news stories impacting CocaCola this week:

Positive Sentiment: Strong Q2 performance supports the stock. Coca-Cola reported adjusted earnings of $0.97 per share, exceeding the $0.93 analyst consensus, while revenue increased 6.2% year over year to $13.37 billion, ahead of expectations. The company maintained fiscal 2026 earnings guidance of $3.27-$3.30 per share. Reflecting on beverages, alcohol, and tobacco stocks’ Q2 earnings: Coca-Cola Positive Sentiment: Dividend reliability is attracting income-focused investors. Coverage highlights Coca-Cola’s status as a long-running “Dividend King,” with a decades-long record of annual dividend increases. Berkshire Hathaway, Warren Buffett’s investment company, receives approximately $848 million annually from its Coca-Cola holding, underscoring the scale and consistency of the payout. Does Coca-Cola pay dividends? Its yield and payout explained Dividend King pays Warren Buffett’s Berkshire $848 million each year Positive Sentiment: Momentum and defensive demand remain favorable. Coca-Cola recently moved above $90 and reached a new 52-week high, while reports say investors are seeking established blue-chip names. This supports the view that KO is benefiting from its defensive consumer-staples profile. Coca-Cola Stock Hits All-Time High as Investors Seek Out Blue-Chip Names Negative Sentiment: Valuation is a potential headwind. At roughly 28 times earnings and near its 52-week high, KO already reflects substantial optimism. Investors may require continued earnings growth and dividend support to justify additional gains. Coca-Cola Breaks $90 for the First Time CocaCola Stock Performance Shares of NYSE KO opened at $90.58 on Friday. The company’s fifty day moving average price is $84.11 and its 200 day moving average price is $80.30. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $91.87. The company has a market capitalization of $389.72 billion, a PE ratio of 27.20, a price-to-earnings-growth ratio of 3.15 and a beta of 0.33. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.12 and a current ratio of 1.30.

CocaCola (NYSE:KO – Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The company had revenue of $13.37 billion during the quarter, compared to analysts’ expectations of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The firm’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. On average, research analysts predict that CocaCola Company will post 3.29 earnings per share for the current year.

CocaCola Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be given a dividend of $0.53 per share. The ex-dividend date is Tuesday, September 15th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.3%. CocaCola’s dividend payout ratio (DPR) is 63.66%.

Insider Transactions at CocaCola In related news, CFO John Murphy sold 152,483 shares of the company’s stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $87.31, for a total value of $13,313,290.73. Following the completion of the transaction, the chief financial officer owned 279,917 shares of the company’s stock, valued at approximately $24,439,553.27. This represents a 35.26% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Bruno Pietracci sold 75,727 shares of the stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $89.65, for a total value of $6,788,925.55. Following the transaction, the insider owned 35,393 shares in the company, valued at $3,172,982.45. This represents a 68.15% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,433,535 shares of company stock worth $121,922,698 over the last quarter. Company insiders own 0.90% of the company’s stock.

About CocaCola (Free Report)

The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.

Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.

See Also Five stocks we like better than CocaCola 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding KO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CocaCola Company (The) (NYSE:KO – Free Report).

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Banco Santander S.A. increased its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 3.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,090,758 shares of the company’s stock after purchasing an additional 32,723 shares during the quarter. Banco Santander S.A.’s holdings in CocaCola were worth $88,646,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of KO. Harel Insurance Investments & Financial Services Ltd. lifted its position in CocaCola by 105.0% in the second quarter. Harel Insurance Investments & Financial Services Ltd. now owns 18,730 shares of the company’s stock valued at $1,519,000 after buying an additional 9,595 shares during the last quarter. Oregon Public Employees Retirement Fund increased its position in shares of CocaCola by 7.4% during the second quarter. Oregon Public Employees Retirement Fund now owns 476,094 shares of the company’s stock valued at $38,692,000 after acquiring an additional 32,800 shares during the last quarter. W.G. Shaheen & Associates DBA Whitney & Co raised its stake in shares of CocaCola by 0.6% in the 2nd quarter. W.G. Shaheen & Associates DBA Whitney & Co now owns 40,853 shares of the company’s stock valued at $3,320,000 after acquiring an additional 259 shares during the period. Axxcess Wealth Management LLC lifted its holdings in shares of CocaCola by 7.2% in the 2nd quarter. Axxcess Wealth Management LLC now owns 180,068 shares of the company’s stock worth $14,634,000 after acquiring an additional 12,068 shares during the last quarter. Finally, Paragon Private Wealth Management LLC lifted its holdings in shares of CocaCola by 1.4% in the 2nd quarter. Paragon Private Wealth Management LLC now owns 8,726 shares of the company’s stock worth $709,000 after acquiring an additional 123 shares during the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades A number of equities research analysts have recently weighed in on KO shares. Barclays lifted their price objective on CocaCola from $91.00 to $93.00 and gave the company an “overweight” rating in a research note on Thursday, July 30th. The Goldman Sachs Group restated a “neutral” rating and set a $86.00 target price (up from $82.00) on shares of CocaCola in a report on Tuesday, July 28th. Morgan Stanley reaffirmed an “overweight” rating and issued a $100.00 target price (up from $89.00) on shares of CocaCola in a research report on Wednesday, July 29th. Bank of America boosted their price target on shares of CocaCola from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Finally, Piper Sandler increased their price target on shares of CocaCola from $88.00 to $95.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Fifteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, CocaCola has an average rating of “Moderate Buy” and a consensus price target of $95.76.

View Our Latest Stock Analysis on CocaCola Key Headlines Impacting CocaCola Here are the key news stories impacting CocaCola this week:

Positive Sentiment: Strong Q2 performance supports the stock. Coca-Cola reported adjusted earnings of $0.97 per share, exceeding the $0.93 analyst consensus, while revenue increased 6.2% year over year to $13.37 billion, ahead of expectations. The company maintained fiscal 2026 earnings guidance of $3.27-$3.30 per share. Reflecting on beverages, alcohol, and tobacco stocks’ Q2 earnings: Coca-Cola Positive Sentiment: Dividend reliability is attracting income-focused investors. Coverage highlights Coca-Cola’s status as a long-running “Dividend King,” with a decades-long record of annual dividend increases. Berkshire Hathaway, Warren Buffett’s investment company, receives approximately $848 million annually from its Coca-Cola holding, underscoring the scale and consistency of the payout. Does Coca-Cola pay dividends? Its yield and payout explained Dividend King pays Warren Buffett’s Berkshire $848 million each year Positive Sentiment: Momentum and defensive demand remain favorable. Coca-Cola recently moved above $90 and reached a new 52-week high, while reports say investors are seeking established blue-chip names. This supports the view that KO is benefiting from its defensive consumer-staples profile. Coca-Cola Stock Hits All-Time High as Investors Seek Out Blue-Chip Names Negative Sentiment: Valuation is a potential headwind. At roughly 28 times earnings and near its 52-week high, KO already reflects substantial optimism. Investors may require continued earnings growth and dividend support to justify additional gains. Coca-Cola Breaks $90 for the First Time CocaCola Price Performance KO stock opened at $90.58 on Friday. The business’s 50-day moving average is $84.11 and its two-hundred day moving average is $80.30. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.30 and a quick ratio of 1.12. The firm has a market capitalization of $389.72 billion, a P/E ratio of 27.20, a P/E/G ratio of 3.15 and a beta of 0.33. CocaCola Company has a 1 year low of $65.35 and a 1 year high of $91.87.

CocaCola (NYSE:KO – Get Free Report) last released its earnings results on Tuesday, July 28th. The company reported $0.97 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The firm had revenue of $13.37 billion for the quarter, compared to analyst estimates of $13.17 billion. CocaCola had a net margin of 28.56% and a return on equity of 39.38%. The business’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.87 earnings per share. CocaCola has set its FY 2026 guidance at 3.270-3.300 EPS. Analysts anticipate that CocaCola Company will post 3.29 earnings per share for the current fiscal year.

CocaCola Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, September 15th. CocaCola’s dividend payout ratio is currently 63.66%.

Insider Buying and Selling at CocaCola In other CocaCola news, EVP Jennifer K. Mann sold 100,000 shares of the company’s stock in a transaction on Monday, June 8th. The shares were sold at an average price of $79.46, for a total value of $7,946,000.00. Following the completion of the transaction, the executive vice president owned 181,384 shares in the company, valued at $14,412,772.64. This represents a 35.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 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, insider Bruno Pietracci sold 75,727 shares of the company’s stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $89.65, for a total value of $6,788,925.55. Following the completion of the sale, the insider directly owned 35,393 shares of the company’s stock, valued at approximately $3,172,982.45. This trade represents a 68.15% 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. In the last quarter, insiders sold 1,433,535 shares of company stock worth $121,922,698. Corporate insiders own 0.90% of the company’s stock.

About CocaCola (Free Report)

The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.

Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.

Recommended Stories Five stocks we like better than CocaCola 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future

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Allworth Financial LP bought a new stake in shares of The Boeing Company (NYSE:BA – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 42,666 shares of the aircraft producer’s stock, valued at approximately $9,236,000.

Several other hedge funds have also made changes to their positions in BA. Measured Wealth Private Client Group LLC purchased a new stake in Boeing during the third quarter worth $25,000. Strive Financial Group LLC bought a new stake in Boeing during the 4th quarter valued at $25,000. Ares Financial Consulting LLC purchased a new position in shares of Boeing in the 4th quarter valued at $26,000. CrossGen Wealth LLC purchased a new position in shares of Boeing in the 4th quarter valued at $26,000. Finally, Strategic Wealth Advisors LLC bought a new position in shares of Boeing in the 4th quarter worth $27,000. 64.82% of the stock is currently owned by hedge funds and other institutional investors.

Boeing Stock Down 3.1% Boeing stock opened at $215.22 on Friday. The company has a debt-to-equity ratio of 6.77, a current ratio of 1.14 and a quick ratio of 0.33. The stock has a market capitalization of $170.10 billion, a price-to-earnings ratio of 93.17 and a beta of 1.21. The Boeing Company has a 1-year low of $176.77 and a 1-year high of $254.35. The business has a fifty day moving average price of $222.21 and a 200-day moving average price of $222.31.

Boeing (NYSE:BA – Get Free Report) last announced its earnings results on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share for the quarter, missing the consensus estimate of ($0.34) by ($0.42). Boeing had a negative return on equity of 346.82% and a net margin of 2.41%.The business had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.26 billion. During the same quarter last year, the firm earned ($1.24) earnings per share. The firm’s quarterly revenue was up 8.0% compared to the same quarter last year. Equities research analysts forecast that The Boeing Company will post -0.87 EPS for the current fiscal year. Analyst Ratings Changes A number of equities research analysts recently weighed in on the company. UBS Group initiated coverage on Boeing in a research note on Tuesday, August 11th. They set a “buy” rating for the company. Morgan Stanley boosted their target price on shares of Boeing from $245.00 to $250.00 and gave the stock an “equal weight” rating in a report on Thursday, April 23rd. Royal Bank Of Canada decreased their price target on shares of Boeing from $275.00 to $265.00 and set an “outperform” rating for the company in a research report on Wednesday, July 29th. Weiss Ratings restated a “sell (d+)” rating on shares of Boeing in a report on Tuesday, July 21st. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Boeing from $270.00 to $290.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $272.58.

Read Our Latest Stock Report on BA

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

Positive Sentiment: The U.S. State Department approved a potential $4.5 billion sale of KC-46A aerial refueling tankers to Qatar. The deal would support Boeing’s defense backlog and international sales, although it remains subject to final agreements and congressional review. US approves potential $4.5B sale of Boeing KC-46A tankers to Qatar Positive Sentiment: Boeing is progressing repairs and interior work on the next Air Force One aircraft, and it recently received a contract worth roughly $75 million for Air Force One parts. These developments provide defense and government-services revenue, though schedule pressure remains. Boeing advances Air Force One repairs Neutral Sentiment: Boeing’s partnership with Archer Aviation involves transferring Boeing-owned businesses—including Wisk Aero, Insitu and SkyGrid—in exchange for a strategic equity stake in Archer. The transaction could monetize noncore assets and preserve exposure to future aviation technology, but its near-term financial effect on BA is unclear. Archer Aviation bets big on becoming more than an air taxi company Negative Sentiment: The largest near-term overhang is uncertainty surrounding a contract vote by approximately 17,000 SPEEA engineers and technical workers. Rejection could lead to strike authorization after contracts expire on October 6, potentially disrupting Boeing’s recovery, certification work and production ramp. Boeing slides as labor vote uncertainty appears to outweigh recent operational progress Negative Sentiment: Air Force One repair work faces potential schedule threats related to windows and interior installation, reinforcing investor concerns about Boeing’s ability to execute complex programs on time and control costs. Negative Sentiment: Boeing’s $1.5 billion private bond financing for United Launch Alliance highlights continued capital needs and leverage concerns. With elevated debt and historically weak profitability, additional borrowing may weigh on sentiment despite supporting liquidity. A $1.5 Billion Deal: Why Boeing and Lockheed Stocks Are in Focus About Boeing (Free Report)

Boeing Company (NYSE: BA) is an American multinational corporation that designs, manufactures and services commercial airplanes, defense systems, and space and security technologies. Founded in 1916 by William E. Boeing in Seattle, the company today operates as an integrated aerospace and defense contractor with a global customer base. Boeing relocated its corporate headquarters to Arlington, Virginia in 2022 and maintains extensive engineering, manufacturing and service operations across the United States and around the world.

Boeing’s principal lines of business include Commercial Airplanes, which produces and supports a range of jetliners used by airlines globally; Defense, Space & Security, which develops military aircraft, rotorcraft, surveillance and reconnaissance systems, satellites, and launch and missile systems; and Boeing Global Services, which provides aftermarket maintenance, training, spare parts, digital analytics and logistics support.

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Alliance Private Wealth LLC reduced its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 27.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,734 shares of the computer hardware maker’s stock after selling 8,829 shares during the period. NVIDIA makes up about 1.6% of Alliance Private Wealth LLC’s holdings, making the stock its 18th largest holding. Alliance Private Wealth LLC’s holdings in NVIDIA were worth $4,749,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after purchasing an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG increased its position in shares of NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after buying an additional 22,929 shares during the period. Highview Capital Management LLC DE increased its position in shares of NVIDIA by 6.7% during the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after buying an additional 3,653 shares during the period. Hudson Value Partners LLC lifted its holdings in shares of NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after buying an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. boosted its position in shares of NVIDIA by 15.7% in the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after acquiring an additional 896 shares during the period. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

NVIDIA Stock Performance NASDAQ NVDA opened at $216.85 on Friday. NVIDIA Corporation has a 52-week low of $164.07 and a 52-week high of $236.54. The company has a fifty day moving average of $207.28 and a 200-day moving average of $199.41. The company has a market capitalization of $5.25 trillion, a P/E ratio of 33.21, a P/E/G ratio of 0.43 and a beta of 2.23. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating analysts’ consensus estimates of $1.76 by $0.11. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business had revenue of $81.61 billion for the quarter, compared to analysts’ expectations of $78.42 billion. During the same quarter in the prior year, the firm earned $0.81 earnings per share. The firm’s revenue was up 85.2% on a year-over-year basis. As a group, equities research analysts predict that NVIDIA Corporation will post 8.6 EPS for the current fiscal year. NVIDIA announced that its board has authorized a stock repurchase program on Wednesday, May 20th that allows the company to repurchase $80.00 billion in shares. This repurchase authorization allows the computer hardware maker to repurchase up to 1.5% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s leadership believes its stock is undervalued.

Analysts Set New Price Targets Several brokerages recently commented on NVDA. Craig Hallum boosted their price objective on shares of NVIDIA from $245.00 to $275.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Susquehanna reiterated a “positive” rating and issued a $275.00 target price (up from $250.00) on shares of NVIDIA in a research note on Tuesday, May 12th. Wells Fargo & Company reissued an “overweight” rating and issued a $315.00 price target on shares of NVIDIA in a report on Tuesday, August 11th. Robert W. Baird set a $500.00 price target on shares of NVIDIA and gave the company an “outperform” rating in a research report on Thursday, May 21st. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $255.00 price target (up from $220.00) on shares of NVIDIA in a report on Thursday, May 21st. Three research analysts have rated the stock with a Strong Buy rating, forty-nine have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, NVIDIA has an average rating of “Buy” and a consensus target price of $307.28.

Read Our Latest Stock Analysis on NVDA

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

Positive Sentiment: China shipments could reopen a portion of NVIDIA’s market. NVIDIA reportedly plans to begin small-batch shipments of a China-specific AI chip by year-end, while limited H200 shipments have already reached Chinese customers. Although the near-term revenue contribution may be modest, the developments could reduce the impact of export restrictions and preserve relationships with major customers such as Alibaba, ByteDance, and Tencent. Nvidia to ship AI chip for China by year-end Positive Sentiment: Analysts remain optimistic ahead of the August 26 earnings release. Jefferies expects fiscal second-quarter revenue to exceed consensus by roughly $3 billion, while RBC reaffirmed its Outperform rating with a $300 price target. Stifel also maintained a Buy rating, citing supply-chain evidence from Foxconn and Super Micro and continued strength in the GPU cycle. RBC rating and price target Foxconn and Super Micro supply-chain analysis Positive Sentiment: Enterprise and infrastructure demand continues to expand. IBM signed a multiyear $240 million agreement with Together AI to deploy NVIDIA HGX B300 systems on IBM Cloud, using NVIDIA’s Spectrum-X networking. CoreWeave also signed a multibillion-dollar deal giving Hudson River Trading access to NVIDIA’s newest systems, supporting the company’s data-center demand outlook. IBM and Together AI agreement Neutral Sentiment: Investors are focused on whether NVIDIA can clear elevated expectations. The company’s earnings report is the major near-term catalyst, with attention on revenue guidance, demand for the Rubin platform, gross margins amid higher memory costs, and visibility into future spending by hyperscalers and AI developers. Negative Sentiment: China’s opportunity remains constrained. Analysts estimate that returning H200 products to China may provide only limited near-term revenue, while Beijing may restrict domestic use and U.S. regulators are examining loopholes that allow Chinese firms to access NVIDIA computing capacity through overseas data centers. China AI access and export-control loopholes Negative Sentiment: Valuation and competitive risks are limiting enthusiasm. Commentary highlights concentrated AI spending, potential competition from custom chips and rivals, and the possibility that exceptionally strong results are already reflected in the share price. NVIDIA has also underperformed the broader semiconductor index this year, increasing investor sensitivity to any earnings or guidance shortfall. Insiders Place Their Bets In other NVIDIA news, Director John Dabiri sold 625 shares of NVIDIA stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total transaction of $133,750.00. Following the transaction, the director directly owned 14,163 shares of the company’s stock, valued at approximately $3,030,882. This trade represents a 4.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen C. Neal sold 15,500 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the sale, the director owned 116,135 shares of the company’s stock, valued at approximately $25,053,803.55. The trade was a 11.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,901,125 shares of company stock valued at $410,583,015 over the last 90 days. Insiders own 3.94% of the company’s stock.

About NVIDIA (Free Report)

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.

Featured Stories Five stocks we like better than NVIDIA 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).

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Nvidia
NVDA -0.33% 95

could be heading toward a record quarterly revenue surprise, with Jefferies forecasting a wider-than-expected beat when the chipmaker reports fiscal second-quarter 2027 results next week.

Jefferies estimates Nvidia will post $95 billion in revenue, compared with the $92.07 billion consensus forecast. The firm also sees fiscal third-quarter revenue reaching $108 billion, about $4.3 billion above expectations.

The outlook comes as Nvidia prepares to increase production of its next-generation Vera Rubin platform. Jefferies expects Rubin-related products to become a larger portion of GPU revenue later this year, with the platform potentially overtaking Blackwell as Nvidia's main revenue contributor in fiscal 2028.

The firm also expects Rubin deployments to scale rapidly, forecasting more than 13,000 racks by the end of 2026 and over 120,000 during 2027. Nvidia's participation in an OpenAI-related AI infrastructure project with SB Energy could further support demand, although Jefferies cautioned that the investment may raise questions about customer financing.

For NVDA stock, the projections point to another strong growth phase, but financing concerns could remain a factor for investors.

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NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) heads into its Aug. 26 FY Q2 2027 report with fundamentals, capital return and a demand backdrop that make it one of the cleanest large-cap AI setups in the market. This is a compounder with a catalyst.

Three Reasons The Setup Is Clean 1. Guidance is conservative, and the beat streak is intact: Management guided Q2 revenue to $91 billion plus or minus 2% with non-GAAP gross margin of 75%, and that guide excludes any Data Center compute revenue from China. NVIDIA has beaten EPS estimates by 5.42%, 6.58%, 4.84%, and 3.96% across the last four quarters. Polymarket implies a 0.953 probability of another beat on Aug. 26.

2. Demand visibility is unprecedented: Jensen Huang said “demand has gone parabolic” and NVIDIA reiterated “full confidence in the $1 trillion in Blackwell and Rubin revenue we foresee from 2025 through calendar 2027.” Supply-related commitments now sit at $119 billion. That is booked backlog.

3. Capital return has become material: The board authorized an additional $80 billion buyback on top of $38.5 billion remaining, and NVIDIA raised the quarterly dividend from 1 cent to 25 cents. Q1 free cash flow was $48.5 billion. Retirement accounts want that combination.

Head-To-Head Beat The obvious alternatives are Advanced Micro Devices (NASDAQ:AMD) and Broadcom (NASDAQ:AVGO). NVIDIA’s Data Center segment alone printed $75.2 billion in a single quarter, up 92% year over year, with Data Center Networking up 199%. AMD’s data center franchise is a fraction of that scale. Broadcom is a real AI ASIC winner, but it trades at a higher earnings multiple than NVIDIA’s P/E of 44 while growing slower than NVIDIA’s 85.2% Q1 revenue growth. You are paying up for less growth.

One Risk, Dismissed China. NVIDIA shipped zero H20 units to China in Q1, still beat, and still guided to $91 billion for Q2 with China excluded. If export restrictions were a thesis breaker, the numbers would already show it. They do not. Still, the setup into the Aug. 26 after-close report favors continued execution against a conservative guide.

Contact [email protected] for any questions or corrections.

Algebris UK Ltd. bought a new stake in shares of Visa Inc. (NYSE:V – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 23,906 shares of the credit-card processor’s stock, valued at approximately $8,176,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in V. Vanguard Group Inc. grew its stake in shares of Visa by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 160,975,832 shares of the credit-card processor’s stock valued at $56,455,834,000 after acquiring an additional 1,054,343 shares during the period. State Street Corp boosted its position in shares of Visa by 0.8% in the fourth quarter. State Street Corp now owns 82,798,151 shares of the credit-card processor’s stock worth $29,038,140,000 after purchasing an additional 626,821 shares during the period. Geode Capital Management LLC boosted its position in shares of Visa by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 44,042,586 shares of the credit-card processor’s stock worth $15,411,395,000 after purchasing an additional 388,996 shares during the period. Price T Rowe Associates Inc. MD increased its stake in shares of Visa by 1.8% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 41,092,294 shares of the credit-card processor’s stock worth $14,411,480,000 after purchasing an additional 716,218 shares in the last quarter. Finally, Bank of America Corp DE increased its stake in shares of Visa by 1.7% in the fourth quarter. Bank of America Corp DE now owns 23,835,336 shares of the credit-card processor’s stock worth $8,359,291,000 after purchasing an additional 398,459 shares in the last quarter. 82.15% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets A number of research firms recently weighed in on V. Robert W. Baird lifted their target price on shares of Visa from $412.00 to $420.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $412.00 price target (up from $395.00) on shares of Visa in a research note on Wednesday, July 29th. Piper Sandler reissued an “overweight” rating and set a $430.00 price target (up from $394.00) on shares of Visa in a report on Wednesday, July 29th. Clear Str upgraded Visa to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, BNP Paribas Exane raised Visa to a “strong-buy” rating in a research note on Tuesday, July 21st. Seven research analysts have rated the stock with a Strong Buy rating and twenty-four have assigned a Buy rating to the stock. According to MarketBeat, the stock has an average rating of “Buy” and an average target price of $413.58.

Check Out Our Latest Stock Analysis on V Visa Price Performance V stock opened at $366.31 on Friday. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.99 and a current ratio of 0.99. The company’s fifty day moving average price is $352.75 and its 200-day moving average price is $329.35. Visa Inc. has a one year low of $293.89 and a one year high of $373.97. The company has a market capitalization of $653.65 billion, a PE ratio of 31.15, a price-to-earnings-growth ratio of 1.96 and a beta of 0.74.

Visa (NYSE:V – Get Free Report) last posted its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share for the quarter, beating the consensus estimate of $3.23 by $0.09. The company had revenue of $11.63 billion during the quarter, compared to analysts’ expectations of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. Visa’s quarterly revenue was up 14.4% on a year-over-year basis. During the same period last year, the company posted $2.98 earnings per share. On average, equities analysts anticipate that Visa Inc. will post 13.16 EPS for the current fiscal year.

Visa Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th will be issued a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, August 11th. Visa’s dividend payout ratio is 22.79%.

Visa announced that its board has initiated a share buyback plan on Tuesday, April 28th that allows the company to buyback $20.00 billion in outstanding shares. This buyback authorization allows the credit-card processor to reacquire up to 3.6% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.

Insider Activity In related news, CEO Ryan Mcinerney sold 20,970 shares of the business’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $340.25, for a total value of $7,135,042.50. Following the sale, the chief executive officer directly owned 15,174 shares in the company, valued at approximately $5,162,953.50. The trade was a 58.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of the stock in a transaction that occurred on Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the transaction, the general counsel directly owned 18,404 shares of the company’s stock, valued at approximately $6,625,440. The trade was a 9.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 90,759 shares of company stock worth $32,375,779 over the last 90 days. Corporate insiders own 0.12% of the company’s stock.

Visa Company Profile (Free Report)

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.

Featured Articles Five stocks we like better than Visa 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future

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Bank of New York Mellon Corp bought a new position in shares of Target Corporation (NYSE:TGT – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 6,366,019 shares of the retailer’s stock, valued at approximately $831,466,000. Bank of New York Mellon Corp owned approximately 1.40% of Target as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. WFA of San Diego LLC acquired a new stake in Target in the 2nd quarter worth about $25,000. Jessup Wealth Management Inc acquired a new position in shares of Target during the fourth quarter valued at approximately $25,000. Altshuler Shaham Ltd acquired a new position in shares of Target during the fourth quarter valued at approximately $26,000. MidFirst Bank purchased a new position in shares of Target in the fourth quarter valued at approximately $31,000. Finally, Capital Advisors Ltd. LLC lifted its position in shares of Target by 245.6% in the first quarter. Capital Advisors Ltd. LLC now owns 273 shares of the retailer’s stock valued at $33,000 after acquiring an additional 194 shares in the last quarter. Institutional investors and hedge funds own 79.73% of the company’s stock.

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

Positive Sentiment: Target reported second-quarter sales of $26.54 billion, up 5.3% year over year and ahead of estimates. Comparable sales rose 3.8%, supported by a 3.6% increase in traffic, while earnings significantly exceeded Wall Street expectations. Target Corporation Reports Second Quarter Earnings Positive Sentiment: Management raised its fiscal 2026 outlook, calling for approximately 5% sales growth and EPS of $9.90 to $10.90. Improving traffic, digital sales, merchandising and execution suggest that Target’s turnaround is gaining traction. Target lifts annual forecasts again Positive Sentiment: Several analysts raised their price targets following the earnings report. RBC increased its target to $178 and maintained an “outperform” rating, implying meaningful upside, while Citigroup and TD Cowen raised targets to $160. Analyst price-target updates Neutral Sentiment: Target’s dividend remains attractive to income investors, with a quarterly payout of $1.16 per share after a recent increase. However, the stock’s roughly 15% one-month rally leaves less room for additional gains if operating momentum slows. Target versus Walmart dividend comparison Negative Sentiment: Second-quarter profitability benefited from an approximately $994 million tariff refund. Investors may therefore view part of the earnings beat and upgraded outlook as nonrecurring, raising concerns about the quality and sustainability of underlying profits. Target raises guidance as tariff refunds boost profitability Negative Sentiment: Valuation and execution risks are limiting enthusiasm. KeyCorp reaffirmed a “sector weight” rating, while Citi and TD Cowen remain effectively neutral or hold-rated, suggesting analysts believe much of the recovery is already reflected in TGT’s share price. Target valuation analysis Target Stock Down 0.6% NYSE TGT opened at $158.04 on Friday. The business’s fifty day simple moving average is $140.21 and its 200-day simple moving average is $127.75. The company has a quick ratio of 0.30, a current ratio of 0.99 and a debt-to-equity ratio of 0.80. The firm has a market cap of $71.78 billion, a PE ratio of 16.41, a P/E/G ratio of 2.09 and a beta of 0.97. Target Corporation has a 52 week low of $83.44 and a 52 week high of $161.98. Target (NYSE:TGT – Get Free Report) last released its quarterly earnings data on Wednesday, August 19th. The retailer reported $4.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.35 by $1.76. Target had a net margin of 4.08% and a return on equity of 23.23%. The firm had revenue of $26.54 billion during the quarter, compared to analysts’ expectations of $26.13 billion. During the same period last year, the business earned $2.05 earnings per share. Target’s revenue was up 5.3% compared to the same quarter last year. Target has set its FY 2026 guidance at 9.900-10.900 EPS. As a group, equities analysts anticipate that Target Corporation will post 10.4 earnings per share for the current year.

Target Increases Dividend The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Wednesday, August 12th will be paid a $1.16 dividend. This is a positive change from Target’s previous quarterly dividend of $1.14. The ex-dividend date of this dividend is Wednesday, August 12th. This represents a $4.64 annualized dividend and a dividend yield of 2.9%. Target’s dividend payout ratio is currently 61.29%.

Wall Street Analysts Forecast Growth TGT has been the subject of several recent research reports. Mizuho set a $150.00 price objective on Target in a research note on Thursday. Telsey Advisory Group lifted their target price on shares of Target from $170.00 to $182.00 and gave the stock an “outperform” rating in a research note on Thursday. The Goldman Sachs Group upped their target price on shares of Target from $127.00 to $161.00 and gave the stock a “neutral” rating in a report on Thursday. Evercore set a $170.00 target price on shares of Target in a research report on Thursday. Finally, Argus set a $150.00 price target on shares of Target in a research note on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, seventeen have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $159.52.

Get Our Latest Stock Report on TGT

Insider Activity In other news, insider Cara A. Sylvester sold 10,000 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $125.89, for a total transaction of $1,258,900.00. Following the completion of the sale, the insider owned 45,930 shares in the company, valued at $5,782,127.70. This trade represents a 17.88% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.13% of the stock is owned by corporate insiders.

Target Profile (Free Report)

Target Corporation (NYSE: TGT) is a U.S.-based general merchandise retailer headquartered in Minneapolis, Minnesota. The company operates a network of full-line and small-format stores across the United States alongside a national e-commerce platform and mobile app. Target’s retail assortment spans apparel, home goods, electronics, groceries and household essentials, plus beauty, baby and pet categories. The firm complements national brands with a portfolio of owned and exclusive labels and partnerships that help differentiate its merchandise assortment.

Target traces its roots to the Dayton Company, founded by George Dayton in 1902; the Target discount chain was launched in 1962 and the parent company later adopted the Target Corporation name.

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A 2026 Cadillac Escalade is displayed during media day of the Detroit Auto Show in Detroit, Michigan, U.S., January 14, 2026. REUTERS/Rebecca Cook Purchase Licensing Rights, opens new tab

CompaniesAug 21 (Reuters) - The U.S. National Highway Traffic Safety Administration said on ​Friday it has opened a ‌probe into 997,743 General Motors (GM.N), opens new tab pickup trucks and SUVs over concerns ​related to engine failure.

The ​vehicles include the Cadillac Escalade, Chevrolet ⁠Silverado 1500 and GMC ​Yukon, among others, from model ​years 2021-2026 equipped with GM's L87 engines.

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The auto safety regulator said it received ​499 complaints alleging engine ​failures despite the vehicles having undergone an ‌earlier ⁠recall remedy.

GM issued a recall last year to address concerns related to engine failure in ​the impacted ​L87 ⁠unit. The Detroit automaker attributed the issue to ​a supplier.

The NHTSA said ​its ⁠new engineering analysis would continue its investigation into post-recall engine ⁠failures ​and assess the ​effectiveness of GM's fixes.

Reporting by Nathan Gomes ​in Bengaluru; Editing by Shilpi Majumdar

Our Standards: The Thomson Reuters Trust Principles., opens new tab

BlackRock Inc. bought a new stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 23,900,376 shares of the investment management company’s stock, valued at approximately $24,172,123,000. BlackRock Inc. owned 8.21% of The Goldman Sachs Group at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Turim 21 Investimentos Ltda. purchased a new stake in The Goldman Sachs Group in the first quarter worth $25,000. Garton & Associates Financial Advisors LLC purchased a new stake in shares of The Goldman Sachs Group during the fourth quarter valued at $26,000. Manning & Napier Advisors LLC boosted its stake in shares of The Goldman Sachs Group by 287.5% during the fourth quarter. Manning & Napier Advisors LLC now owns 31 shares of the investment management company’s stock valued at $27,000 after purchasing an additional 23 shares during the period. Steph & Co. bought a new position in shares of The Goldman Sachs Group in the first quarter worth about $27,000. Finally, Lifetime Wealth Management P.C. purchased a new position in The Goldman Sachs Group in the 4th quarter worth about $29,000. Institutional investors own 71.21% of the company’s stock.

Analyst Upgrades and Downgrades GS has been the topic of a number of research analyst reports. Wall Street Zen downgraded shares of The Goldman Sachs Group from a “buy” rating to a “hold” rating in a research note on Saturday, August 15th. Zacks Research upgraded The Goldman Sachs Group from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Dbs Bank increased their price objective on The Goldman Sachs Group from $890.00 to $1,050.00 in a research note on Thursday, May 7th. Morgan Stanley set a $1,145.00 price objective on The Goldman Sachs Group in a report on Wednesday, July 15th. Finally, Daiwa Securities Group lifted their target price on The Goldman Sachs Group from $891.00 to $930.00 and gave the company a “neutral” rating in a research report on Tuesday, May 5th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, The Goldman Sachs Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,062.86.

View Our Latest Stock Analysis on GS Key Headlines Impacting The Goldman Sachs Group Here are the key news stories impacting The Goldman Sachs Group this week:

Positive Sentiment: Goldman Sachs agreed to acquire NEOS Investments, the issuer of income-focused ETFs including the NEOS Nasdaq-100 High Income ETF, for up to $2.25 billion. The transaction would expand Goldman’s ETF and wealth-management capabilities and could add recurring fee revenue, although the premium price raises execution and integration expectations. Goldman Sachs Just Paid $2.25 Billion for the Family Behind Your 14% Income Fund Positive Sentiment: Goldman is also buying LCN Capital Partners for up to $410 million. LCN oversees roughly $3 billion, and the deal broadens Goldman’s private real-estate and net-lease platform while supporting more durable, capital-light asset-management revenue. Goldman Sachs to buy LCN Capital Partners in up to $410 million deal Positive Sentiment: Goldman forecasts U.S. ETF inflows could exceed $2 trillion in 2026, driven by active, AI, thematic and leveraged products. That outlook supports the strategic rationale for the NEOS acquisition and Goldman’s broader asset-management push. Goldman Sachs’ $2 Trillion ETF Forecast Signals a New Era for AI, Active and Thematic Funds Neutral Sentiment: Goldman’s research projecting a $1.8 trillion global space economy by 2035 and its positive views on AI-related opportunities reinforce the firm’s market influence, but these forecasts have limited immediate impact on GS earnings. Elon Musk responds to Goldman Sachs’ bold space economy prediction Negative Sentiment: Reports indicate GS underperformed while the broader market advanced, suggesting investors may be taking profits or remaining cautious about valuation, acquisition costs and financial-sector exposure. Rising oil prices and escalating U.S.-Iran tensions could further pressure markets and increase volatility. Goldman Sachs Stock Sinks As Market Gains The Goldman Sachs Group Price Performance Shares of GS opened at $1,002.64 on Friday. The company has a debt-to-equity ratio of 3.17, a quick ratio of 0.63 and a current ratio of 0.63. The company has a 50 day moving average price of $1,054.38 and a 200-day moving average price of $963.86. The Goldman Sachs Group, Inc. has a fifty-two week low of $712.97 and a fifty-two week high of $1,153.99. The stock has a market capitalization of $291.94 billion, a PE ratio of 15.48, a PEG ratio of 1.04 and a beta of 1.30.

The Goldman Sachs Group (NYSE:GS – Get Free Report) last issued its quarterly earnings data on Tuesday, July 14th. The investment management company reported $20.98 earnings per share (EPS) for the quarter, beating the consensus estimate of $14.47 by $6.51. The company had revenue of $20.34 billion for the quarter, compared to analyst estimates of $16.22 billion. The Goldman Sachs Group had a net margin of 15.53% and a return on equity of 19.16%. The Goldman Sachs Group’s revenue was up 39.4% compared to the same quarter last year. During the same period last year, the company posted $10.91 earnings per share. Equities analysts predict that The Goldman Sachs Group, Inc. will post 68.89 earnings per share for the current fiscal year.

The Goldman Sachs Group Increases Dividend The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 29th. Shareholders of record on Tuesday, September 1st will be given a dividend of $5.00 per share. This is a boost from The Goldman Sachs Group’s previous quarterly dividend of $4.50. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $20.00 annualized dividend and a yield of 2.0%. The Goldman Sachs Group’s payout ratio is 27.78%.

The Goldman Sachs Group Company Profile (Free Report)

The Goldman Sachs Group, Inc is a global investment banking and financial services firm headquartered in New York City. Founded in 1869 as a commercial paper business, the company has grown into a diversified financial institution that provides a broad range of services to corporations, financial institutions, governments and individuals. The firm is led by Chief Executive Officer David M. Solomon and operates across major financial centers worldwide.

Goldman Sachs’ core businesses include investment banking, global markets, asset and wealth management, and consumer banking.

Featured Articles Five stocks we like better than The Goldman Sachs Group 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future

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Bridgewater Advisors Inc. purchased a new stake in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 5,815 shares of the coffee company’s stock, valued at approximately $599,000.

Several other institutional investors also recently modified their holdings of the business. Norges Bank bought a new position in Starbucks during the 4th quarter worth $1,232,650,000. T. Rowe Price Investment Management Inc. grew its position in shares of Starbucks by 65.9% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 19,447,854 shares of the coffee company’s stock valued at $1,637,704,000 after buying an additional 7,725,547 shares during the last quarter. Capital World Investors grew its position in shares of Starbucks by 9.0% in the 4th quarter. Capital World Investors now owns 84,727,405 shares of the coffee company’s stock valued at $7,135,228,000 after buying an additional 7,007,268 shares during the last quarter. Corient Private Wealth LLC increased its stake in shares of Starbucks by 146.6% in the second quarter. Corient Private Wealth LLC now owns 6,049,192 shares of the coffee company’s stock valued at $553,201,000 after buying an additional 3,596,014 shares during the period. Finally, Assenagon Asset Management S.A. raised its position in shares of Starbucks by 483.8% during the second quarter. Assenagon Asset Management S.A. now owns 3,182,890 shares of the coffee company’s stock worth $325,260,000 after acquiring an additional 2,637,715 shares during the last quarter. Institutional investors own 72.29% of the company’s stock.

Insider Buying and Selling In other news, CEO Brady Brewer sold 2,229 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $105.99, for a total transaction of $236,251.71. Following the completion of the sale, the chief executive officer owned 75,135 shares in the company, valued at $7,963,558.65. The trade was a 2.88% decrease in their ownership of the stock. The transaction 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. Insiders sold a total of 6,687 shares of company stock valued at $681,663 over the last ninety days. Company insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In SBUX has been the topic of several analyst reports. Sanford C. Bernstein cut Starbucks from an “outperform” rating to a “market perform” rating in a report on Monday, August 3rd. BMO Capital Markets restated an “outperform” rating and issued a $130.00 price target on shares of Starbucks in a research report on Thursday, July 30th. Citigroup upped their price objective on shares of Starbucks from $108.00 to $112.00 and gave the company a “neutral” rating in a research note on Thursday, July 30th. Stephens began coverage on shares of Starbucks in a report on Thursday, May 14th. They issued an “overweight” rating on the stock. Finally, Melius Research set a $110.00 price target on shares of Starbucks in a research report on Monday, August 3rd. Nineteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Starbucks currently has an average rating of “Hold” and an average price target of $110.30. View Our Latest Research Report on Starbucks

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

Positive Sentiment: Starbucks reported strong recent operating momentum: global comparable sales increased 7.9% in fiscal third-quarter 2026, while revenue reached approximately $9.3 billion. The trends could support the company’s fiscal 2026 earnings outlook and reflect progress from investments in its coffeehouses. Can Starbucks’ Solid Comps Growth Support Stronger FY26 Earnings? Positive Sentiment: A promotional return of the Unicorn Frappuccino helped produce a record sales weekend, suggesting that limited-time products and brand engagement can continue to drive customer traffic. Starbucks Just Landed the Biggest Weekend in the Company’s History Neutral Sentiment: Investor comparisons with McDonald’s and Chipotle show that restaurant-stock performance in 2026 has favored companies undergoing structural change. Starbucks’ valuation remains elevated, making sustained sales and earnings improvement important for further upside. Which Restaurant Stock Has Dominated in 2026: McDonald’s, Chipotle, or Starbucks? Negative Sentiment: Starbucks is eliminating more than 200 corporate positions as part of its restructuring and approximately $2 billion cost-reduction effort. The cuts include technology, store design and construction, and coffeehouse development roles; 120 Seattle-based employees reportedly face separation after declining relocation to the new Nashville office. The company said the reductions do not involve cafe closures, but the announcement is raising concerns about disruption and turnaround execution. Starbucks Laying Off More Than 200 Workers in Streamlining Drive Starbucks Trading Down 0.9% SBUX opened at $103.99 on Friday. The company has a fifty day moving average price of $104.37 and a two-hundred day moving average price of $100.32. Starbucks Corporation has a 1-year low of $77.99 and a 1-year high of $110.51. The company has a market cap of $118.55 billion, a P/E ratio of 59.76, a price-to-earnings-growth ratio of 1.81 and a beta of 0.97.

Starbucks (NASDAQ:SBUX – Get Free Report) last issued its earnings results on Wednesday, July 29th. The coffee company reported $0.85 EPS for the quarter, beating the consensus estimate of $0.66 by $0.19. Starbucks had a negative return on equity of 34.10% and a net margin of 5.17%.The company had revenue of $9.32 billion during the quarter, compared to the consensus estimate of $9.17 billion. During the same period last year, the business posted $0.50 EPS. The firm’s revenue for the quarter was down 1.4% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.550-2.650 EPS. On average, research analysts forecast that Starbucks Corporation will post 2.64 EPS for the current fiscal year.

Starbucks Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be issued a $0.62 dividend. The ex-dividend date is Friday, August 14th. This represents a $2.48 annualized dividend and a yield of 2.4%. Starbucks’s dividend payout ratio is presently 142.53%.

Starbucks Profile (Free Report)

Starbucks Corporation is a global coffeehouse chain and roaster that operates, licenses and franchises coffee shops and related retail businesses. Founded in Seattle, Washington in 1971 by Jerry Baldwin, Zev Siegl and Gordon Bowker, the company grew from a single store focused on whole-bean coffee and equipment into a broad consumer-facing brand. Howard Schultz, who joined the company later and served in senior leadership roles, is widely credited with transforming Starbucks into a mass-market specialty coffee retailer and expanding its footprint internationally.

Starbucks’ core activities center on the retail sale of hot and cold specialty beverages, whole-bean and packaged coffees, teas and ready-to-drink products, along with complementary food items and merchandise such as mugs and brewing equipment.

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Bank of New York Mellon Corp bought a new stake in Adobe Inc. (NASDAQ:ADBE – Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 4,655,489 shares of the software company’s stock, valued at approximately $954,468,000. Bank of New York Mellon Corp owned 1.17% of Adobe as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in ADBE. SWAN Capital LLC raised its position in Adobe by 43.1% in the 3rd quarter. SWAN Capital LLC now owns 103 shares of the software company’s stock valued at $36,000 after purchasing an additional 31 shares during the last quarter. Logan Capital Management Inc. raised its holdings in shares of Adobe by 0.3% in the third quarter. Logan Capital Management Inc. now owns 9,789 shares of the software company’s stock valued at $3,453,000 after buying an additional 32 shares during the last quarter. Vista Capital Partners Inc. boosted its stake in shares of Adobe by 5.8% during the second quarter. Vista Capital Partners Inc. now owns 624 shares of the software company’s stock worth $241,000 after buying an additional 34 shares during the period. Klingman & Associates LLC grew its holdings in shares of Adobe by 3.5% during the fourth quarter. Klingman & Associates LLC now owns 1,104 shares of the software company’s stock worth $386,000 after buying an additional 37 shares during the last quarter. Finally, WPG Advisers LLC increased its position in Adobe by 45.9% in the 4th quarter. WPG Advisers LLC now owns 124 shares of the software company’s stock valued at $43,000 after acquiring an additional 39 shares during the period. Hedge funds and other institutional investors own 81.79% of the company’s stock.

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

Positive Sentiment: Expanded Firefly AI capabilities: Adobe made Firefly’s AI-generated music, voiceovers, speech and sound-effects tools generally available. The production-oriented features could strengthen Adobe’s position in creative software, increase user engagement and create additional monetization opportunities. Adobe Firefly adds AI music, voiceovers and sound effects Positive Sentiment: Improving AI investor sentiment: Bank of America raised its price target for Adobe, citing the company’s potential to monetize artificial intelligence. This reflects growing optimism that Adobe’s broad creative and document ecosystem can benefit from AI demand. ServiceNow, Adobe, Workday stocks get BofA PT boost Positive Sentiment: Recovery thesis remains intact: Recent commentary highlights Adobe’s relatively low valuation, strong free-cash-flow generation and potential for a sustained recovery as its AI strategy develops. Another analysis describes the shares as undervalued despite the recent rally. Adobe: Strong Recovery Is Just Beginning Neutral Sentiment: AI strategy is still being evaluated: Adobe is broadening access to AI tools through a freemium approach and has paused price increases to expand its user base. The strategy may support double-digit recurring-revenue growth, but investors need proof that wider adoption will translate into durable paid revenue. Is Adobe Below Fair Value On Its Freemium AI Push? Negative Sentiment: Conflicting Bank of America signal: Although BofA increased its target from $190 to $220, it retained an “underperform” rating. The target remains below the prevailing share price, signaling concern that Adobe’s AI progress may not yet justify the stock’s recovery. Benzinga analyst update Analyst Ratings Changes ADBE has been the subject of a number of recent research reports. Oppenheimer reaffirmed a “market perform” rating on shares of Adobe in a research report on Friday, June 12th. Citigroup restated a “market perform” rating on shares of Adobe in a research note on Friday, June 12th. UBS Group downgraded Adobe from a “buy” rating to an “equal weight” rating in a report on Tuesday, July 21st. Evercore set a $225.00 price objective on shares of Adobe and gave the company an “in-line” rating in a research report on Friday, June 12th. Finally, CLSA started coverage on shares of Adobe in a research report on Monday, July 20th. They set an “outperform” rating and a $300.00 price objective for the company. Seven research analysts have rated the stock with a Buy rating, twenty-one have given a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $270.96. Read Our Latest Stock Analysis on ADBE

Insider Transactions at Adobe In related news, Director David A. Ricks bought 10,000 shares of the company’s stock in a transaction on Thursday, June 25th. The stock was bought at an average cost of $194.51 per share, with a total value of $1,945,100.00. Following the completion of the acquisition, the director owned 17,655 shares in the company, valued at approximately $3,434,074.05. This represents a 130.63% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CAO Jillian Forusz sold 416 shares of Adobe stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $264.33, for a total transaction of $109,961.28. Following the sale, the chief accounting officer owned 3,824 shares of the company’s stock, valued at approximately $1,010,797.92. The trade was a 9.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.20% of the company’s stock.

Adobe Stock Down 0.1% ADBE opened at $272.22 on Friday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.75 and a quick ratio of 0.75. Adobe Inc. has a 12 month low of $190.12 and a 12 month high of $370.86. The stock has a market capitalization of $108.21 billion, a P/E ratio of 15.57, a P/E/G ratio of 0.92 and a beta of 1.40. The business has a 50 day simple moving average of $231.18 and a 200-day simple moving average of $244.78.

Adobe (NASDAQ:ADBE – Get Free Report) last released its quarterly earnings data on Thursday, June 11th. The software company reported $5.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.82 by $0.14. Adobe had a return on equity of 65.11% and a net margin of 28.69%.The firm had revenue of $6.62 billion during the quarter, compared to analysts’ expectations of $6.45 billion. During the same quarter in the prior year, the business posted $5.06 earnings per share. Adobe’s revenue was up 12.7% compared to the same quarter last year. Adobe has set its FY 2026 guidance at 24.350-24.450 EPS and its Q3 2026 guidance at 6.050-6.100 EPS. On average, equities analysts anticipate that Adobe Inc. will post 19.81 earnings per share for the current fiscal year.

Adobe Profile (Free Report)

Adobe Inc, founded in 1982 by John Warnock and Charles Geschke and headquartered in San Jose, California, is a global software company that develops tools and services for creative professionals, marketers and enterprises. Under the leadership of CEO Shantanu Narayen, who has led the company since 2007, Adobe has evolved from a provider of desktop publishing tools into a cloud-centric provider of digital media and digital experience solutions.

The company’s core offerings are organized around digital media and digital experience.

Featured Stories Five stocks we like better than Adobe 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding ADBE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Adobe Inc. (NASDAQ:ADBE – Free Report).

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Allworth Financial LP purchased a new position in shares of American Express Company (NYSE:AXP) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 142,143 shares of the payment services company’s stock, valued at approximately $48,080,000.

Several other institutional investors and hedge funds also recently modified their holdings of AXP. Greenspring Advisors LLC acquired a new position in shares of American Express during the second quarter valued at approximately $506,000. B. Metzler seel. Sohn & Co. AG acquired a new stake in American Express in the second quarter worth approximately $25,040,000. TrinityBridge Ltd bought a new position in American Express during the 2nd quarter valued at $271,000. AlpenGlobal Capital LLC bought a new position in American Express during the 2nd quarter valued at $7,479,000. Finally, Silvant Capital Management LLC acquired a new position in shares of American Express during the 2nd quarter valued at $9,491,000. Institutional investors own 84.33% of the company’s stock.

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

Positive Sentiment: American Express expanded its virtual-card capabilities for U.S. commercial customers through its @ Work platform and Conferma. The initiative could strengthen AXP’s position in corporate payments by improving security, spending controls, and integration with business and travel workflows. Is American Express’ Expanded Virtual Cards Strategy Deepening Its Corporate Moat in Premium Payments? Positive Sentiment: AXP became the official payments partner of St Andrews Links, expanding its premium sports and lifestyle partnership portfolio. The agreement may support international brand awareness, card-member engagement, and premium-card acquisition, although the near-term financial impact is likely limited. American Express and St Andrews Links Trust Announce Partnership Positive Sentiment: A recent profile highlighted CEO Steve Squeri’s strategy of attracting younger customers with premium products such as the Platinum Card. The company’s success with millennials and Gen Z supports the long-term value of its premium-card model. The American Express CEO Defied Haters Neutral Sentiment: Analyst opinions on American Express are mixed, indicating limited consensus on the stock’s valuation and outlook. Management is scheduled to participate in the Barclays Global Financial Services Conference on September 16, which could provide additional commentary on spending trends, credit quality, and guidance. Analysts’ Opinions Are Mixed on American Express American Express to Participate in Barclays Global Financial Services Conference Negative Sentiment: A 2026 Long Angle survey of more than 9,000 high-net-worth individuals found that Amex and Chase lagged other providers in loyalty, while Fidelity and Schwab ranked better in banking-related categories. The findings raise concerns about customer retention and competitive pressure in an important premium segment. Long Angle High-Net-Worth Study Wall Street Analysts Forecast Growth Several analysts have recently weighed in on the company. JPMorgan Chase & Co. upgraded American Express from a “neutral” rating to an “overweight” rating and upped their price objective for the company from $328.00 to $400.00 in a report on Monday, July 13th. Loop Capital initiated coverage on American Express in a report on Thursday, May 21st. They set a “buy” rating and a $389.00 target price on the stock. Guggenheim assumed coverage on shares of American Express in a research report on Monday, July 13th. They issued a “buy” rating on the stock. Freedom Capital raised shares of American Express from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 14th. Finally, Jefferies Financial Group upgraded shares of American Express from a “hold” rating to a “buy” rating in a research report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $373.32. View Our Latest Analysis on AXP

American Express Stock Performance AXP opened at $331.99 on Friday. The firm has a market cap of $224.20 billion, a PE ratio of 20.15, a P/E/G ratio of 1.37 and a beta of 1.04. The company has a quick ratio of 1.54, a current ratio of 1.55 and a debt-to-equity ratio of 1.66. The business has a fifty day simple moving average of $342.98 and a 200-day simple moving average of $326.77. American Express Company has a fifty-two week low of $290.97 and a fifty-two week high of $387.49.

American Express (NYSE:AXP – Get Free Report) last issued its quarterly earnings results on Friday, July 24th. The payment services company reported $4.53 earnings per share for the quarter, topping analysts’ consensus estimates of $4.41 by $0.12. American Express had a return on equity of 34.12% and a net margin of 15.07%.The firm had revenue of $19.64 billion for the quarter, compared to analysts’ expectations of $19.70 billion. During the same quarter last year, the business posted $4.08 EPS. American Express’s revenue was up 10.0% on a year-over-year basis. American Express has set its FY 2026 guidance at 17.300-17.900 EPS. As a group, equities analysts predict that American Express Company will post 17.67 EPS for the current fiscal year.

American Express Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Monday, August 10th. Investors of record on Thursday, July 2nd were paid a $0.95 dividend. The ex-dividend date of this dividend was Thursday, July 2nd. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. American Express’s dividend payout ratio (DPR) is currently 23.06%.

(Free Report)

American Express is a global financial services company primarily known for its payment card products, travel services and merchant network. Founded in 1850 as an express mail business, the company evolved through the 20th century into a payments and travel-focused organization. Its core activities include issuing consumer and commercial charge and credit cards, operating a global card acceptance and processing network, and providing travel-related services and customer loyalty programs.

American Express issues a range of products for individuals, small businesses and large corporations, including personal cards, business and corporate cards, and co‑brand partnerships with airlines, hotels and retailers.

See Also Five stocks we like better than American Express 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding AXP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for American Express Company (NYSE:AXP – Free Report).

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B. Metzler seel. Sohn & Co. AG purchased a new position in shares of Phillips 66 (NYSE:PSX – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 75,146 shares of the oil and gas company’s stock, valued at approximately $12,703,000.

Other institutional investors have also recently made changes to their positions in the company. Key Client Fiduciary Advisors LLC lifted its holdings in shares of Phillips 66 by 3.5% in the 2nd quarter. Key Client Fiduciary Advisors LLC now owns 1,624 shares of the oil and gas company’s stock worth $275,000 after acquiring an additional 55 shares during the last quarter. Threadgill Financial LLC increased its holdings in Phillips 66 by 3.5% in the 2nd quarter. Threadgill Financial LLC now owns 1,693 shares of the oil and gas company’s stock valued at $286,000 after purchasing an additional 58 shares during the last quarter. Calamos Wealth Management LLC raised its position in Phillips 66 by 2.0% in the second quarter. Calamos Wealth Management LLC now owns 3,084 shares of the oil and gas company’s stock valued at $521,000 after purchasing an additional 60 shares during the period. Somerset Trust Co raised its position in Phillips 66 by 0.3% in the second quarter. Somerset Trust Co now owns 21,301 shares of the oil and gas company’s stock valued at $3,601,000 after purchasing an additional 63 shares during the period. Finally, Clifford Group LLC lifted its stake in Phillips 66 by 2.0% during the fourth quarter. Clifford Group LLC now owns 3,315 shares of the oil and gas company’s stock worth $428,000 after purchasing an additional 64 shares in the last quarter. Hedge funds and other institutional investors own 76.93% of the company’s stock.

Analysts Set New Price Targets Several equities research analysts recently issued reports on the company. The Goldman Sachs Group boosted their price objective on Phillips 66 from $207.00 to $235.00 and gave the company a “neutral” rating in a report on Wednesday, July 22nd. Citigroup reaffirmed a “neutral” rating on shares of Phillips 66 in a research report on Thursday, August 6th. Jefferies Financial Group boosted their price target on shares of Phillips 66 from $191.00 to $207.00 and gave the stock a “hold” rating in a research note on Thursday, July 9th. Barclays increased their price target on shares of Phillips 66 from $183.00 to $216.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 6th. Finally, UBS Group raised their price objective on shares of Phillips 66 from $212.00 to $235.00 and gave the company a “buy” rating in a research note on Monday, July 27th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $206.56.

Check Out Our Latest Report on PSX Insider Activity In related news, EVP Vanessa Allen Sutherland sold 3,523 shares of the business’s stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $211.05, for a total transaction of $743,529.15. Following the completion of the transaction, the executive vice president owned 27,537 shares in the company, valued at approximately $5,811,683.85. The trade was a 11.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Richard G. Harbison sold 52,100 shares of the firm’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $223.76, for a total value of $11,657,896.00. Following the completion of the sale, the executive vice president owned 39,094 shares in the company, valued at approximately $8,747,673.44. This represents a 57.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 100,507 shares of company stock valued at $21,770,810 over the last quarter. Company insiders own 0.40% of the company’s stock.

Phillips 66 Stock Performance Shares of Phillips 66 stock opened at $239.46 on Friday. Phillips 66 has a one year low of $122.25 and a one year high of $246.95. The company has a market cap of $95.55 billion, a PE ratio of 13.64, a P/E/G ratio of 0.18 and a beta of 0.68. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.00 and a current ratio of 1.32. The business has a 50-day simple moving average of $197.59 and a 200-day simple moving average of $178.99.

Phillips 66 (NYSE:PSX – Get Free Report) last issued its earnings results on Wednesday, August 5th. The oil and gas company reported $9.41 earnings per share for the quarter, beating the consensus estimate of $7.50 by $1.91. Phillips 66 had a net margin of 4.54% and a return on equity of 19.93%. The firm had revenue of $52.04 billion for the quarter, compared to analysts’ expectations of $43.60 billion. During the same quarter last year, the company earned $2.38 earnings per share. On average, equities research analysts forecast that Phillips 66 will post 23.86 EPS for the current fiscal year.

Phillips 66 Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 18th will be given a $1.27 dividend. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $5.08 dividend on an annualized basis and a dividend yield of 2.1%. Phillips 66’s dividend payout ratio is currently 28.95%.

Phillips 66 declared that its Board of Directors has approved a stock buyback plan on Friday, July 31st that authorizes the company to repurchase $10.00 billion in outstanding shares. This repurchase authorization authorizes the oil and gas company to repurchase up to 11.8% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its stock is undervalued.

Phillips 66 Profile (Free Report)

Phillips 66 (NYSE: PSX) is an independent energy manufacturing and logistics company engaged primarily in refining, midstream transportation, marketing and chemicals. The company processes crude oil into transportation fuels, lubricants and other petroleum products, operates pipeline and storage infrastructure, and participates in petrochemical production through strategic investments. Phillips 66 serves commercial, industrial and retail customers and positions its operations across the value chain of the downstream energy sector.

The company’s principal activities include refining crude oil into gasoline, diesel, jet fuel and feedstocks for petrochemical production; operating midstream assets such as pipelines, terminals and fractionators that move and store crude oil and natural gas liquids; and marketing and distributing fuels and lubricants through wholesale and retail channels.

Featured Articles Five stocks we like better than Phillips 66 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding PSX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Phillips 66 (NYSE:PSX – Free Report).

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Allworth Financial LP bought a new position in Synopsys, Inc. (NASDAQ:SNPS – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 9,608 shares of the semiconductor company’s stock, valued at approximately $4,286,000.

Other institutional investors have also recently made changes to their positions in the company. Sankala Group LLC bought a new stake in shares of Synopsys in the fourth quarter worth $25,000. Elevation Wealth Partners LLC boosted its position in Synopsys by 96.4% in the second quarter. Elevation Wealth Partners LLC now owns 55 shares of the semiconductor company’s stock worth $25,000 after purchasing an additional 27 shares during the last quarter. IMG Wealth Management Inc. purchased a new position in Synopsys in the second quarter worth about $28,000. Caitong International Asset Management Co. Ltd bought a new stake in shares of Synopsys during the 4th quarter valued at about $28,000. Finally, Atlas Capital Advisors Inc. bought a new stake in shares of Synopsys during the 4th quarter valued at about $32,000. Hedge funds and other institutional investors own 85.47% of the company’s stock.

Synopsys Stock Performance SNPS opened at $397.92 on Friday. The stock has a market capitalization of $76.19 billion, a price-to-earnings ratio of 92.11, a PEG ratio of 2.36 and a beta of 1.23. The company has a fifty day moving average of $420.85 and a 200 day moving average of $440.51. Synopsys, Inc. has a fifty-two week low of $366.00 and a fifty-two week high of $615.79. The company has a debt-to-equity ratio of 0.33, a quick ratio of 1.32 and a current ratio of 1.43.

Synopsys (NASDAQ:SNPS – Get Free Report) last announced its quarterly earnings results on Wednesday, May 27th. The semiconductor company reported $3.35 EPS for the quarter, beating analysts’ consensus estimates of $3.15 by $0.20. Synopsys had a return on equity of 5.83% and a net margin of 8.91%.The company had revenue of $2.28 billion during the quarter, compared to analyst estimates of $2.25 billion. During the same period in the prior year, the company earned $3.67 earnings per share. The firm’s revenue was up 41.9% on a year-over-year basis. Synopsys has set its FY 2026 guidance at 14.720-14.800 EPS and its Q3 2026 guidance at 3.630-3.690 EPS. As a group, sell-side analysts forecast that Synopsys, Inc. will post 10.65 earnings per share for the current fiscal year. Insiders Place Their Bets In related news, CFO Shelagh Glaser sold 3,394 shares of the company’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $450.02, for a total transaction of $1,527,367.88. Following the transaction, the chief financial officer directly owned 14,358 shares in the company, valued at approximately $6,461,387.16. This represents a 19.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sassine Ghazi sold 14,603 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $458.96, for a total value of $6,702,192.88. Following the completion of the sale, the chief executive officer owned 75,020 shares in the company, valued at approximately $34,431,179.20. The trade was a 16.29% decrease in their ownership of the stock. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders own 0.56% of the company’s stock.

Analyst Ratings Changes A number of brokerages have commented on SNPS. Benchmark reaffirmed a “buy” rating on shares of Synopsys in a report on Wednesday. Morgan Stanley dropped their price target on shares of Synopsys from $525.00 to $500.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Berenberg Bank set a $633.00 price objective on shares of Synopsys in a research report on Wednesday, May 27th. BNP Paribas Exane upped their price objective on Synopsys from $425.00 to $450.00 and gave the stock an “underperform” rating in a research note on Thursday, May 28th. Finally, Citigroup raised their target price on Synopsys from $600.00 to $610.00 and gave the stock a “buy” rating in a report on Thursday, May 28th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $563.59.

Check Out Our Latest Stock Report on Synopsys

Synopsys Company Profile (Free Report)

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

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

See Also Five stocks we like better than Synopsys 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding SNPS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Synopsys, Inc. (NASDAQ:SNPS – Free Report).

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Bank of New York Mellon Corp bought a new stake in Parker-Hannifin Corporation (NYSE:PH – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 728,153 shares of the industrial products company’s stock, valued at approximately $712,222,000. Bank of New York Mellon Corp owned 0.58% of Parker-Hannifin at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. HFM Investment Advisors LLC increased its stake in shares of Parker-Hannifin by 1,000.0% in the 4th quarter. HFM Investment Advisors LLC now owns 33 shares of the industrial products company’s stock valued at $29,000 after acquiring an additional 30 shares during the last quarter. Texas Capital Bancshares Inc TX bought a new position in Parker-Hannifin during the 3rd quarter worth approximately $25,000. Lloyd Advisory Services LLC. bought a new position in Parker-Hannifin during the 4th quarter worth approximately $31,000. NFSG Corp grew its holdings in Parker-Hannifin by 94.4% during the first quarter. NFSG Corp now owns 35 shares of the industrial products company’s stock valued at $31,000 after purchasing an additional 17 shares during the period. Finally, Mowery & Schoenfeld Wealth Management LLC increased its stake in Parker-Hannifin by 80.0% in the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 36 shares of the industrial products company’s stock valued at $32,000 after purchasing an additional 16 shares in the last quarter. Institutional investors own 82.44% of the company’s stock.

Parker-Hannifin Stock Performance Shares of Parker-Hannifin stock opened at $1,001.54 on Friday. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.26 and a quick ratio of 0.74. The firm has a market cap of $126.28 billion, a price-to-earnings ratio of 35.15, a price-to-earnings-growth ratio of 2.66 and a beta of 1.12. The stock’s 50-day moving average is $982.40 and its 200-day moving average is $948.37. Parker-Hannifin Corporation has a one year low of $715.37 and a one year high of $1,099.94.

Parker-Hannifin (NYSE:PH – Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The industrial products company reported $9.27 earnings per share for the quarter, topping the consensus estimate of $8.31 by $0.96. Parker-Hannifin had a net margin of 16.97% and a return on equity of 28.48%. The company had revenue of $5.75 billion during the quarter, compared to analysts’ expectations of $5.57 billion. During the same period last year, the business earned $7.69 EPS. The business’s quarterly revenue was up 9.8% on a year-over-year basis. Parker-Hannifin has set its FY 2027 guidance at 34.250-35.250 EPS. Equities analysts predict that Parker-Hannifin Corporation will post 34.93 earnings per share for the current fiscal year. Analyst Upgrades and Downgrades Several equities research analysts have weighed in on the stock. UBS Group increased their target price on shares of Parker-Hannifin from $1,092.00 to $1,250.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Mizuho set a $1,050.00 price objective on shares of Parker-Hannifin in a research report on Friday, May 1st. Sanford C. Bernstein raised their price objective on Parker-Hannifin from $1,037.00 to $1,218.00 and gave the stock an “outperform” rating in a research note on Friday, August 14th. Wall Street Zen upgraded Parker-Hannifin from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Finally, Evercore set a $1,064.00 target price on Parker-Hannifin in a research note on Monday, May 11th. Seventeen analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Parker-Hannifin presently has an average rating of “Moderate Buy” and an average price target of $1,100.00.

Read Our Latest Stock Report on PH

(Free Report)

Parker-Hannifin Corporation (NYSE: PH) is a global manufacturer and provider of motion and control technologies and systems. The company designs, manufactures and services a broad range of engineered components and systems used to control the movement and flow of liquids, gases and hydraulic power. Its product portfolio is applied across demanding environments and includes solutions for industrial manufacturing, aerospace, mobile equipment and other engineered applications.

Parker-Hannifin’s product and service offerings span hydraulic and pneumatic components, fittings and fluid connectors, valves, pumps and motors, electromechanical actuators and motion-control systems, filtration and separation products, and seals and sealing systems.

See Also Five stocks we like better than Parker-Hannifin 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding PH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Parker-Hannifin Corporation (NYSE:PH – Free Report).

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Oracle (NYSE:ORCL | ORCL Price Prediction) currently trades at $142.07, while the Wall Street consensus target is $246.43. That is a wide dislocation for a company with a market cap north of $409 billion, and it did not happen by accident.

Oracle has spent two years converting itself from a legacy database vendor into a hyperscale AI infrastructure operator. Cloud now accounts for 52% of quarterly sales, and cloud infrastructure alone grew 93% in the most recent quarter. Wall Street still likes the pivot. The market is less sure.

Cash Burn and a Customer Rumor Blew a Hole in the Stock Oracle is down 39.6% over the trailing year and 27.1% year to date, crossing the 30% threshold that typically separates a correction from a repricing.

Two forces did the damage. Free cash flow was −$23.686 billion for FY2026, driven by $55.663 billion of capital expenditures. Oracle plans to raise approximately $40 billion in FY2027, including through a $20 billion at-the-market equity program. The AI capex debate has intensified, and Oracle occupies the extreme end of the curve.

Customer concentration is the second worry. A large share of the backlog belongs to a small set of hyperscale AI customers, and recent reporting has questioned whether one of the largest commitments holds at its original scale. The market has priced in some probability that Oracle’s biggest AI contracts get renegotiated or stretched.

Analysts See a Backlog Nobody Else Has The bull case rests on remaining performance obligations of $638 billion, up 363% year over year. Management called it an “unprecedented level of RPO,” providing multi-year visibility, with 12% converting in the next twelve months and 34% across the following two years.

Analyst sentiment is bullish. FY2027 guidance calls for revenue of $90 billion and non-GAAP EPS of $8.05, with a reconfirmed 31% revenue CAGR through fiscal 2030. Recent revisions have skewed toward reiterations.

Analysts are watching four checkpoints:

RPO conversion pace OCI margins (management guides 30% to 40% with steady-state ROIC in the “high 20s”) Gigawatt delivery from Abilene and the newer Texas, New Mexico, Michigan, and Wisconsin sites The next earnings report, expected around September 14 after the close and not yet confirmed by the company The path from here to $246 depends on those catalysts materializing in sequence.

Oracle Fell Alone Among Hyperscalers The peer group did not reprice with Oracle. Microsoft, Amazon, and Alphabet have held up materially better over the same window, and their capital plans do not rely on Oracle’s debt-funded financing profile. Enterprise software peers such as Salesforce and IBM lag far behind Oracle’s growth curve and trade closer to their own consensus targets. Across that competitive set, the largest analyst-implied upside belongs to Oracle. The market has punished a specific balance sheet while leaving the broader AI cloud thesis intact.

Two Targets, One Stock As mentioned, Oracle shares are down 27.1% year to date. The stock rallied 17.1% over the past month, despite giving back 9.1% over the past week. The share price remains well below the $246.43 consensus target.

Our valuation model carries a base case of $207.58 at high confidence, a bear case of $176.22, and a bull case of $349.21. The model runs meaningfully below Wall Street consensus, as analysts weigh the backlog more heavily than a P/E-blended framework does.

Retail sentiment tilts bullish on the week at a score of 72, while the trailing month reads neutral at 41.3.

The Verdict The bull thesis holds if RPO converts on schedule, OCI margins settle inside the guided band, and no headline AI customer walks back its commitment before revenue gets recognized. The path back to a $200 handle runs through the next earnings call. Watch the RPO figure, the cloud infrastructure growth rate relative to the 58% to 64% Q1 FY27 cloud revenue guidance range, and management commentary on customer concentration.

The bear case strengthens if free cash flow does not inflect in FY2027, if the $40 billion capital raise gets absorbed at unfavorable terms, or if reporting on Oracle’s largest AI cloud commitments continues to erode. Total liabilities of $218.703 billion and rising interest expense leave no room for a soft landing on the AI capex bet.

Investors can be cautiously positive. The backlog is documented, and the demand is verifiable. Balance sheets are where value traps hide, though, and Oracle is building the biggest AI-financed one in enterprise software. The next earnings call is the checkpoint that will validate or invalidate the thesis.

Contact [email protected] for any questions or corrections.

Bridgewater Advisors Inc. purchased a new stake in shares of Wells Fargo & Company (NYSE:WFC) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 7,865 shares of the financial services provider’s stock, valued at approximately $685,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of WFC. Norges Bank bought a new stake in Wells Fargo & Company in the fourth quarter valued at about $4,512,563,000. Amundi boosted its stake in Wells Fargo & Company by 73.0% in the first quarter. Amundi now owns 16,463,550 shares of the financial services provider’s stock worth $1,310,663,000 after purchasing an additional 6,944,316 shares in the last quarter. Mawer Investment Management Ltd. lifted its position in Wells Fargo & Company by 177.7% during the 4th quarter. Mawer Investment Management Ltd. now owns 4,876,127 shares of the financial services provider’s stock worth $454,455,000 after buying an additional 3,120,399 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of Wells Fargo & Company by 13.0% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 20,625,070 shares of the financial services provider’s stock valued at $1,922,257,000 after purchasing an additional 2,369,260 shares during the last quarter. Finally, PFA Pension Forsikringsaktieselskab bought a new position in Wells Fargo & Company in the 4th quarter valued at $173,651,000. Institutional investors own 75.90% of the company’s stock.

Wall Street Analysts Forecast Growth WFC has been the subject of several analyst reports. Bank of America lifted their price target on shares of Wells Fargo & Company from $95.00 to $102.00 and gave the stock a “buy” rating in a research report on Tuesday, July 7th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Wells Fargo & Company in a research report on Friday, July 17th. Phillip Securities raised shares of Wells Fargo & Company from a “moderate buy” rating to a “strong-buy” rating in a research report on Thursday, May 7th. Raymond James Financial reaffirmed a “market perform” rating on shares of Wells Fargo & Company in a research report on Tuesday, July 14th. Finally, Truist Financial raised their price objective on Wells Fargo & Company from $90.00 to $94.00 and gave the company a “buy” rating in a report on Friday, June 26th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $98.61.

Read Our Latest Report on Wells Fargo & Company Key Wells Fargo & Company News Here are the key news stories impacting Wells Fargo & Company this week:

Positive Sentiment: Wells Fargo established a new Series HH preferred stock, expanding its capital-raising options. A related analysis highlights the preferred shares’ roughly 6.6% yield, which may appeal to income-focused investors and support interest in Wells Fargo’s securities. Skip The CDs For Wells Fargo’s 6.6% Yielding Preferred Share Wells Fargo Establishes New Series HH Preferred Stock Positive Sentiment: Valuation commentary says WFC still appears discounted to an intrinsic-value estimate after generating a 126.5% total return over three years. That suggests potential long-term upside, although the size of the discount may be narrowing. Wells Fargo Stock Looks Cheap On Fair Value But Full On Earnings Neutral Sentiment: Recent fundamental performance remains solid: Wells Fargo’s latest reported quarter exceeded earnings and revenue estimates, with year-over-year revenue growth. However, investors may be weighing those results against the stock’s already substantial gains. Negative Sentiment: Wells Fargo has lagged some major-bank peers in 2026, particularly BNY Mellon, highlighting concerns that its business mix may be less favorable in the current market environment. Which Big Bank Stock Has Dominated in 2026 Negative Sentiment: Commentary noting that WFC looks attractive on fair value but “full” on earnings suggests investors may be taking profits or demanding stronger catalysts before pushing the stock higher. Separate market coverage also recorded a recent decline while the broader market improved, indicating relative selling pressure. Wells Fargo Stock Declines While Market Improves Wells Fargo & Company Price Performance NYSE:WFC opened at $83.69 on Friday. The company has a quick ratio of 0.90, a current ratio of 0.90 and a debt-to-equity ratio of 1.09. The stock’s 50 day moving average price is $86.08 and its two-hundred day moving average price is $82.97. The firm has a market capitalization of $253.08 billion, a price-to-earnings ratio of 12.16, a P/E/G ratio of 0.93 and a beta of 0.92. Wells Fargo & Company has a 12-month low of $72.78 and a 12-month high of $97.76.

Wells Fargo & Company (NYSE:WFC – Get Free Report) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $1.96 EPS for the quarter, topping the consensus estimate of $1.73 by $0.23. The company had revenue of $22.62 billion during the quarter, compared to the consensus estimate of $21.86 billion. Wells Fargo & Company had a return on equity of 13.85% and a net margin of 17.55%.The firm’s revenue for the quarter was up 8.6% compared to the same quarter last year. During the same period in the previous year, the company posted $1.60 EPS. On average, analysts anticipate that Wells Fargo & Company will post 7.26 earnings per share for the current year.

Wells Fargo & Company Increases Dividend The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Friday, August 7th will be given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 2.4%. This is a positive change from Wells Fargo & Company’s previous quarterly dividend of $0.45. The ex-dividend date of this dividend is Friday, August 7th. Wells Fargo & Company’s dividend payout ratio (DPR) is presently 29.07%.

(Free Report)

Wells Fargo & Company is a diversified, U.S.-based financial services company headquartered in San Francisco, California. Founded in 1852 by Henry Wells and William G. Fargo, the firm has evolved from its origins in express delivery and pioneer-era banking into one of the largest full-service banks in the United States. The company provides a broad range of financial products and services to individual, small business, commercial, and institutional clients. Charles W. Scharf serves as chief executive officer.

Wells Fargo operates across several core business segments, including consumer banking and lending, commercial banking, corporate and investment banking, and wealth and investment management.

Featured Stories Five stocks we like better than Wells Fargo & Company 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding WFC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Wells Fargo & Company (NYSE:WFC – Free Report).

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Altman Advisors Inc. acquired a new position in shares of Realty Income Corporation (NYSE:O – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 31,185 shares of the real estate investment trust’s stock, valued at approximately $1,932,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. EFG International AG bought a new stake in shares of Realty Income in the 4th quarter worth about $26,000. Dunhill Financial LLC acquired a new stake in shares of Realty Income during the 2nd quarter worth about $27,000. Evolution Wealth Management Inc. lifted its holdings in Realty Income by 257.1% during the 4th quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock valued at $28,000 after purchasing an additional 360 shares during the last quarter. Quattro Advisors LLC bought a new position in Realty Income during the 4th quarter valued at about $29,000. Finally, Sankala Group LLC acquired a new position in Realty Income in the fourth quarter valued at about $32,000. 70.81% of the stock is owned by institutional investors.

Analysts Set New Price Targets Several analysts have weighed in on O shares. Wells Fargo & Company upped their price objective on shares of Realty Income from $64.00 to $65.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 15th. Robert W. Baird boosted their target price on Realty Income from $64.00 to $65.00 and gave the stock a “neutral” rating in a report on Monday, July 6th. Scotiabank decreased their price target on Realty Income from $72.00 to $67.00 and set a “sector outperform” rating on the stock in a research report on Thursday, June 18th. UBS Group set a $67.00 price target on Realty Income in a report on Thursday, June 18th. Finally, Evercore set a $68.00 price objective on Realty Income in a research report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $67.42.

View Our Latest Research Report on Realty Income Realty Income Trading Up 0.5% O opened at $63.27 on Friday. Realty Income Corporation has a 1-year low of $55.86 and a 1-year high of $67.93. The stock has a market capitalization of $59.87 billion, a PE ratio of 46.18, a PEG ratio of 4.47 and a beta of 0.71. The company has a current ratio of 5.88, a quick ratio of 5.88 and a debt-to-equity ratio of 0.73. The firm has a 50-day moving average price of $63.18 and a two-hundred day moving average price of $63.16.

Realty Income (NYSE:O – Get Free Report) last announced its earnings results on Wednesday, August 5th. The real estate investment trust reported $1.09 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $1.09. Realty Income had a net margin of 20.93% and a return on equity of 3.12%. The company had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.40 billion. During the same period in the prior year, the business earned $1.05 earnings per share. Realty Income’s quarterly revenue was up 9.7% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. As a group, equities analysts anticipate that Realty Income Corporation will post 4.43 earnings per share for the current fiscal year.

Realty Income Dividend Announcement The company also recently disclosed a monthly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be issued a dividend of $0.271 per share. The ex-dividend date of this dividend is Monday, August 31st. This represents a c) annualized dividend and a yield of 5.1%. Realty Income’s dividend payout ratio is currently 237.23%.

Realty Income Profile (Free Report)

Realty Income Corporation (NYSE: O) is a real estate investment trust (REIT) that acquires, owns and manages commercial properties subject primarily to long-term net lease agreements. The company’s business model focuses on generating predictable, contractual rental income by leasing properties to tenants under agreements that typically place responsibility for taxes, insurance and maintenance on the tenant. Realty Income is publicly traded on the New York Stock Exchange and markets itself as a reliable income-oriented REIT.

Realty Income’s portfolio is concentrated in single-tenant, retail and service-oriented properties such as drugstores, convenience stores, dollar and discount retailers, restaurants, and other essential-service businesses.

Further Reading Five stocks we like better than Realty Income 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding O? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Realty Income Corporation (NYSE:O – Free Report).

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Blue Owl Capital Holdings LP acquired a new position in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 84,399 shares of the industrial products company’s stock, valued at approximately $1,349,000. Blue Owl Capital Holdings LP owned about 0.18% of W.W. Grainger as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. B. Metzler seel. Sohn & Co. AG bought a new stake in W.W. Grainger in the 2nd quarter worth approximately $5,340,000. Advisors Capital Management LLC purchased a new position in shares of W.W. Grainger during the second quarter worth approximately $1,329,000. MJP Associates Inc. ADV bought a new stake in shares of W.W. Grainger in the 2nd quarter worth approximately $250,000. Trillium Asset Management LLC bought a new stake in shares of W.W. Grainger in the 2nd quarter worth approximately $355,000. Finally, Vise Technologies Inc. purchased a new stake in W.W. Grainger during the second quarter valued at about $3,376,000. 80.70% of the stock is currently owned by hedge funds and other institutional investors.

W.W. Grainger Stock Down 0.6%
GWW stock opened at $1,299.30 on Friday. W.W. Grainger, Inc. has a twelve month low of $906.52 and a twelve month high of $1,419.91. The company has a quick ratio of 1.70, a current ratio of 2.81 and a debt-to-equity ratio of 0.53. The firm has a market cap of $61.20 billion, a PE ratio of 33.13, a price-to-earnings-growth ratio of 2.32 and a beta of 1.04. The business has a 50 day moving average of $1,344.79 and a 200 day moving average of $1,228.96.

W.W. Grainger (NYSE:GWW – Get Free Report) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $12.01 EPS for the quarter, beating the consensus estimate of $11.30 by $0.71. W.W. Grainger had a return on equity of 48.73% and a net margin of 9.92%.The business had revenue of $5.02 billion for the quarter, compared to the consensus estimate of $4.96 billion. During the same period last year, the business posted $9.97 EPS. The company’s revenue was up 10.3% compared to the same quarter last year. W.W. Grainger has set its FY 2026 guidance at 45.500-47.250 EPS. On average, research analysts forecast that W.W. Grainger, Inc. will post 46.1 EPS for the current fiscal year.
W.W. Grainger Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Monday, August 10th will be given a dividend of $2.49 per share. The ex-dividend date of this dividend is Monday, August 10th. This represents a $9.96 annualized dividend and a dividend yield of 0.8%. W.W. Grainger’s dividend payout ratio (DPR) is 25.40%.

Wall Street Analysts Forecast Growth
Several analysts have weighed in on GWW shares. DA Davidson boosted their price objective on W.W. Grainger from $1,250.00 to $1,260.00 and gave the company a “neutral” rating in a research report on Thursday, August 6th. Morgan Stanley upped their price target on W.W. Grainger from $1,190.00 to $1,300.00 and gave the company an “equal weight” rating in a research report on Wednesday, May 27th. Royal Bank Of Canada cut their price objective on W.W. Grainger from $1,460.00 to $1,428.00 and set a “sector perform” rating on the stock in a research report on Wednesday, August 5th. Wall Street Zen raised W.W. Grainger from a “hold” rating to a “buy” rating in a research note on Sunday, August 9th. Finally, Barclays upped their price objective on shares of W.W. Grainger from $1,166.00 to $1,185.00 and gave the stock an “underweight” rating in a report on Tuesday, August 11th. Two investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $1,274.12.

Get Our Latest Report on W.W. Grainger

More W.W. Grainger News
Here are the key news stories impacting W.W. Grainger this week:

Positive Sentiment: Zacks raised its longer-term earnings outlook. Estimates increased for FY2026 EPS to $45.85 from $44.87, FY2027 EPS to $50.21 from $49.47, and FY2028 EPS to $54.17 from $53.10. Analysts also lifted several quarterly forecasts, including Q1 2027, Q2 2027, Q4 2027, Q1 2028 and Q2 2028. These revisions suggest improving expectations for Grainger’s earnings growth beyond the immediate quarter.
Positive Sentiment: Grainger opened a new Northwest Distribution Center in Gresham, Oregon. The facility expands the company’s distribution infrastructure, supports local employment and strengthens its regional presence. While the announcement does not provide specific financial guidance, added capacity could support service levels and future sales growth. Grainger Opens Northwest Distribution Center in Gresham, Oregon
Neutral Sentiment: The distribution-center opening is likely a gradual catalyst. The investment may improve logistics and customer fulfillment over time, but the company did not disclose the facility’s expected revenue, cost or earnings impact, limiting its immediate significance for the stock.
Negative Sentiment: Zacks trimmed third-quarter EPS forecasts. Q3 2026 EPS expectations fell to $11.46 from $11.64, while Q3 2027 estimates declined to $12.77 from $12.87. The reductions point to somewhat softer near-term expectations and may be weighing on shares, despite the stronger full-year and later-period forecasts.

W.W. Grainger Company Profile
(Free Report)

W.W. Grainger, Inc (NYSE: GWW) is an industrial supply distributor founded in 1927 and headquartered in Lake Forest, Illinois. The company supplies maintenance, repair and operations (MRO) products and services to businesses, institutions and government customers. Over its long history Grainger has developed a broad product assortment and a national distribution network that supports operations across a range of end markets, including manufacturing, healthcare, hospitality, transportation and public sector organizations.

Grainger’s product portfolio spans core categories such as electrical and lighting, safety and personal protective equipment, material handling, motors and power transmission, plumbing and HVAC, fasteners and adhesives, hand and power tools, and janitorial and facility supplies.

See Also

Five stocks we like better than W.W. Grainger
3 Energy Stocks Raising Dividends as the Sector Surges
5 Reasons the S&P 500 Could Keep Rallying Through Year-End
Walmart’s Post-Earnings Drop Could Be a Buying Opportunity
The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future

Want to see what other hedge funds are holding GWW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for W.W. Grainger, Inc. (NYSE:GWW – Free Report).

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

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On a CNBC “Mad Money” special edition filmed at Micron’s Boise, Idaho headquarters, Jim Cramer walked Micron Technology (NASDAQ:MU | MU Price Prediction) Chairman and CEO Sanjay Mehrotra to a specific spot on the 2026 calendar: December 9, 2026, the second anniversary of Micron’s negotiated CHIPS Act funding agreement and the day a company-specific restriction on large-scale share repurchases expires.

Cramer’s framing was blunt. “Okay, now come December 9, your deal with the government, it’ll be two years. I understand that after that you’re allowed to buy back stock. I know you can’t [right now]. Right now your compadres SanDisk, Western Digital, [Kioxia] are buying back huge amounts of stock. You see a situation where you too can buy back a huge amount of stock?” Mehrotra affirmed direction without committing to size, structure, or timing. “We will of course invest, invest first in growing the business… We had $25 billion of net cash positive last quarter. Free cash flow this quarter will even be greater. Of course, excess cash we will return to shareholders, and we are best positioned ever to grow the business as well as provide return to our shareholders at larger levels than before. And yes, we are committed to doing that.” Growth investment came first in his answer, with no buyback figure or schedule named.

What the Dec. 9 Date Represents The general CHIPS Act guardrail prevents award funds from being used for stock buybacks, dividends, or expanding advanced semiconductor manufacturing in countries of concern such as China. Micron’s Dec. 9, 2026 date is specific to the two-year anniversary of Micron’s own negotiated agreement.

Micron finalized a roughly $6.1 billion CHIPS Act funding award in December 2024, disclosed in an SEC Form 8-K filed Dec. 10, 2024 (see the filing index at SEC EDGAR). Under that agreement, Micron is currently limited to only minor buybacks that offset dilution from employee stock compensation. On the fiscal Q3 2026 call, CFO Mark Murphy told analysts, “From December 9, 2026, the second anniversary of the signature of our definitive CHIPS agreements, we intend to increase our capital return.” He added the company expects “Over time, we expect to return 100% of our excess cash to shareholders.”

Why the Restriction Stings Now Micron’s direct memory competitors are returning capital during extraordinary industry profitability. SK Hynix announced a $29 billion buyback program in mid-August 2026, coverage of which ran on our site on Aug. 19, 2026. Kioxia completed a $5 billion buyback earlier in August 2026. Samsung is expected to announce shareholder returns exceeding $78 billion, though that program has not yet been confirmed. SK Hynix, Kioxia, and Samsung are foreign-listed, and Micron cannot yet match them at scale.

Numbers Behind the Wait Micron shares closed Thursday, Aug. 20, 2026 at $974.33, up 3.97% on the session. Year to date the stock is up 241.59%, and over the trailing year it is up 732.62% from $117.02 on Aug. 20, 2025. Cramer characterized the stock as trading at roughly six times next year’s earnings estimates and framed that as cheap given the growth.

Fundamentals underpin the enthusiasm. Fiscal Q3 2026 revenue reached $41.46 billion, non-GAAP EPS came in at $25.11, and free cash flow set a company record at $18.304 billion. Fiscal Q4 guidance calls for revenue of $50.0 billion ± $1.0 billion and non-GAAP EPS of $31.00 ± $1.00. Mehrotra described more than 16 multi-year take-or-pay strategic customer agreements, backed by roughly $22 billion in customer cash deposits and commitments, and said customers are seeking about 50% more memory supply than Micron can currently commit to delivering.

Bullish Scenario and Its Limits UBS analyst Timothy Arcuri has projected Micron could generate roughly $380 billion to $400 billion in cumulative free cash flow through the end of 2028, potentially enabling retirement of as much as 40% of outstanding shares. That is a single approximate analyst estimate; different outlets have reported slightly different figures for the same underlying projection. The share-retirement math depends entirely on that estimate holding. Arcuri also notes the restriction does not impose limits on debt reduction, and Micron reduced debt by $4.4 billion in fiscal Q3.

Skepticism on the Buyback Math Analyst commentary from Barchart citing Jabran Kundi raises two substantive doubts. First, execution risk: free-cash-flow projections depend on sustained high-bandwidth-memory demand and pricing power, which is not guaranteed. Second, a self-defeating dynamic. If Micron performs well enough to generate that much cash, the share price will likely have risen sharply by then, making a large buyback “extremely difficult to execute” at attractive valuations. Pair that with Mehrotra’s answer, which committed to no specific size or timeline.

Why Dec. 9 Is Worth Watching Micron’s capital-return posture changes on Dec. 9, 2026. Management has flagged intent to increase returns. Competitors are already returning capital at scale. The order book supports the cash-generation story. What is missing is a specific commitment on program size or timing. Mehrotra affirmed direction; the specifics are still ahead. Investor materials and calendar updates are posted at Micron Investor Relations.

Contact [email protected] for any questions or corrections.

Bank of New York Mellon Corp increased its stake in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 30.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,669,878 shares of the company’s stock after purchasing an additional 2,755,662 shares during the quarter. Bank of New York Mellon Corp owned about 0.75% of Philip Morris International worth $2,111,198,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. AG Campbell Advisory LLC bought a new position in Philip Morris International in the 4th quarter valued at $25,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of Philip Morris International during the second quarter valued at $29,000. Portfolio Resources Advisor Group Inc. acquired a new position in shares of Philip Morris International during the fourth quarter valued at $26,000. Vermillion Wealth Management Inc. boosted its holdings in Philip Morris International by 146.5% in the first quarter. Vermillion Wealth Management Inc. now owns 175 shares of the company’s stock valued at $29,000 after acquiring an additional 104 shares during the last quarter. Finally, Safe Harbor Fiduciary LLC bought a new position in Philip Morris International in the fourth quarter valued at about $29,000. Institutional investors own 78.63% of the company’s stock.

Philip Morris International Price Performance Shares of PM stock opened at $191.85 on Friday. The stock has a market cap of $299.02 billion, a PE ratio of 27.56, a price-to-earnings-growth ratio of 2.29 and a beta of 0.38. The stock has a 50-day moving average of $185.96 and a 200-day moving average of $178.30. Philip Morris International Inc. has a one year low of $142.11 and a one year high of $207.76.

Philip Morris International (NYSE:PM – Get Free Report) last issued its earnings results on Wednesday, July 22nd. The company reported $2.20 EPS for the quarter, beating the consensus estimate of $2.05 by $0.15. The firm had revenue of $11.19 billion during the quarter, compared to the consensus estimate of $10.60 billion. Philip Morris International had a net margin of 11.06% and a negative return on equity of 163.41%. The business’s quarterly revenue was up 10.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.89 earnings per share. Philip Morris International has set its Q3 2026 guidance at 2.200-2.25 EPS. As a group, research analysts anticipate that Philip Morris International Inc. will post 8.33 earnings per share for the current year. Philip Morris International Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Monday, July 20th. Investors of record on Thursday, June 25th were given a $1.47 dividend. The ex-dividend date was Thursday, June 25th. This represents a $5.88 dividend on an annualized basis and a dividend yield of 3.1%. Philip Morris International’s dividend payout ratio is currently 84.48%.

Wall Street Analyst Weigh In A number of analysts recently commented on PM shares. Morgan Stanley boosted their price objective on Philip Morris International from $200.00 to $215.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Citigroup raised their target price on shares of Philip Morris International from $210.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. BTIG Research set a $221.00 price target on shares of Philip Morris International and gave the stock a “buy” rating in a research report on Friday, July 24th. UBS Group boosted their price target on shares of Philip Morris International from $168.00 to $182.00 and gave the stock a “neutral” rating in a research note on Thursday, July 2nd. Finally, Needham & Company LLC increased their price objective on shares of Philip Morris International from $200.00 to $215.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. Ten equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, Philip Morris International has a consensus rating of “Moderate Buy” and an average price target of $205.89.

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Philip Morris International Inc (NYSE: PM) is a global tobacco company that manufactures and sells cigarettes, other nicotine-containing products and a growing portfolio of smoke-free alternatives for adult smokers. The firm traces its corporate roots to the 19th century Philip Morris enterprise and was established as an independent, publicly traded company following a 2008 separation from what is now Altria. Since the spin-off, the company has focused on serving international markets outside the United States.

PMI’s product mix includes traditional combustible cigarettes as well as smoke-free offerings such as heated tobacco systems and other reduced-risk products.

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