Track market-moving stories before they get noisy

Andra AP fonden cut its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 43.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 91,913 shares of the home improvement retailer’s stock after selling 71,607 shares during the quarter. Andra AP fonden’s holdings in Lowe’s Companies were worth $21,717,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Natixis Advisors LLC boosted its position in shares of Lowe’s Companies by 3.5% in the fourth quarter. Natixis Advisors LLC now owns 630,956 shares of the home improvement retailer’s stock valued at $152,161,000 after acquiring an additional 21,119 shares during the period. Bridges Investment Management Inc. increased its stake in Lowe’s Companies by 6.1% in the fourth quarter. Bridges Investment Management Inc. now owns 446,441 shares of the home improvement retailer’s stock valued at $107,664,000 after acquiring an additional 25,609 shares during the period. Glenview Trust Co grew its stake in shares of Lowe’s Companies by 9.0% in the 4th quarter. Glenview Trust Co now owns 207,797 shares of the home improvement retailer’s stock valued at $50,112,000 after purchasing an additional 17,225 shares during the period. Kathmere Capital Management LLC grew its position in Lowe’s Companies by 133.9% in the first quarter. Kathmere Capital Management LLC now owns 9,402 shares of the home improvement retailer’s stock valued at $2,222,000 after acquiring an additional 5,383 shares during the period. Finally, LPL Financial LLC grew its holdings in shares of Lowe’s Companies by 2.3% in the 4th quarter. LPL Financial LLC now owns 993,332 shares of the home improvement retailer’s stock worth $239,552,000 after purchasing an additional 22,175 shares during the last quarter. Hedge funds and other institutional investors own 74.06% of the company’s stock.

Wall Street Analyst Weigh In A number of equities research analysts recently weighed in on the company. Royal Bank Of Canada dropped their price target on Lowe’s Companies from $264.00 to $232.00 and set a “sector perform” rating for the company in a report on Thursday, May 21st. HSBC dropped their price target on shares of Lowe’s Companies from $260.00 to $220.00 and set a “hold” rating for the company in a research note on Thursday, May 21st. Telsey Advisory Group cut their target price on Lowe’s Companies from $295.00 to $280.00 and set an “outperform” rating on the stock in a research note on Thursday, May 21st. Wells Fargo & Company cut their target price on shares of Lowe’s Companies from $260.00 to $255.00 and set an “overweight” rating on the stock in a report on Thursday, May 21st. Finally, UBS Group cut their price objective on Lowe’s Companies from $315.00 to $285.00 and set a “buy” rating on the stock in a report on Thursday, May 21st. Twenty-three research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $264.57.

View Our Latest Research Report on Lowe’s Companies

Insider Buying and Selling at Lowe’s Companies In other Lowe’s Companies news, EVP Juliette Williams Pryor sold 9,330 shares of the business’s stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $224.81, for a total transaction of $2,097,477.30. Following the transaction, the executive vice president owned 16,142 shares of the company’s stock, valued at $3,628,883.02. The trade was a 36.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Margrethe R. Vagell sold 2,500 shares of the company’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $223.83, for a total transaction of $559,575.00. Following the sale, the executive vice president directly owned 20,220 shares in the company, valued at $4,525,842.60. This trade represents a 11.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 25,980 shares of company stock worth $5,796,937 over the last ninety days. 0.29% of the stock is currently owned by corporate insiders.

Lowe’s Companies Stock Performance Shares of Lowe’s Companies stock opened at $204.76 on Tuesday. The firm has a market cap of $114.81 billion, a PE ratio of 17.31, a P/E/G ratio of 2.64 and a beta of 0.86. The business’s 50 day simple moving average is $216.62 and its 200 day simple moving average is $241.29. Lowe’s Companies, Inc. has a 52-week low of $203.40 and a 52-week high of $293.06.

Lowe’s Companies (NYSE:LOW – Get Free Report) last released its quarterly earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, topping analysts’ consensus estimates of $2.97 by $0.06. The firm had revenue of $23.08 billion during the quarter, compared to the consensus estimate of $22.98 billion. Lowe’s Companies had a negative return on equity of 67.96% and a net margin of 7.51%.The business’s revenue was up 10.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.92 EPS. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. As a group, equities research analysts predict that Lowe’s Companies, Inc. will post 12.48 EPS for the current year.

Lowe’s Companies Increases Dividend The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 5th. Shareholders of record on Wednesday, July 22nd will be given a dividend of $1.25 per share. This is a boost from Lowe’s Companies’s previous quarterly dividend of $1.20. The ex-dividend date of this dividend is Wednesday, July 22nd. This represents a $5.00 annualized dividend and a yield of 2.4%. Lowe’s Companies’s payout ratio is presently 40.57%.

About Lowe’s Companies (Free Report)

Lowe’s Companies, Inc is a leading home improvement retailer that operates large-format stores and digital channels serving both do-it-yourself homeowners and professional contractors. The company offers a broad assortment of products including building materials, lumber, appliances, tools and hardware, plumbing and electrical supplies, paint, flooring, kitchen and bath fixtures, outdoor and garden products, and home decor. Lowe’s also provides a range of services such as installation, home improvement financing, tool and equipment rental, and contractor-focused sales programs.

Operations are centered on a nationwide brick-and-mortar store network supported by distribution centers and an e-commerce platform that enables online ordering, delivery and in-store pickup.

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International Business Machines (NYSE: IBM) is approaching its next earnings report – scheduled for Wednesday, July 22 – in a highly unorthodox position, as it had already offered a rather concerning preview of the figures to its investors.

Specifically, IBM made an announcement last week revealing that both its revenue and earnings per share (EPS) are likely to come below expectations, with the former hitting $17.2 billion – $17.86 billion was expected – and the latter $2.93 – $3.02 was anticipated.

The disappointing figures might have, however, also turned the equity into a ‘Buy’ as it already suffered a massive selloff on the news, making it unlikely there is much potential for a further downside after the Wednesday filing.

IBM stock price one-month chart. Source: Google Still, the ground remains shaky for IBM stock investors considering the company also warned that the ongoing memory shortage and the prevailing focus on artificial intelligence (AI) are significantly harming its business.

Is IBM a good stock to buy? Nonetheless, Wall Street remains surprisingly optimistic regarding International Business Machines shares. 

Specifically, the majority of analyst notes issued during the previous week were bullish, with the company receiving four ‘Hold,’ one ‘Sell’ – coming from HSBC’s Stephen Bersey and accompanied by a $231-to-$191 price target downgrade – and five ‘Buy’ recommendations.

Notably, the most recent forecast update – provided by JPMorgan’s (NYSE: JPM) Brian Essex on July 17 – was positive even after the bloodbath triggered by the earnings preview and featured a ‘Buy’ rating and a forecast downgrade from $291 to $250: from a 36.52% upside to 17.37%.

Lastly, the overall attitude on Wall Street is that IBM stock is a ‘Moderate Buy,’ while the average 12-month price target stands at $295.76 for a 38.86%  predicted rally, per the data Finbold retrieved from TipRanks on July 21.

Wall Street sets IBM stock price for the next 12 months. Source: TipRanks Thus, International Business Machines shares appear worth investing in following the preview plunge and ahead of the official filing, though the fact that nearly every non-positive expert recommendation was assigned within the last week gives ample room for caution.

Featured image via Shutterstock

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Posted by Defense World Staff on Jul 21st, 2026

Andra AP fonden increased its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 376.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 101,015 shares of the healthcare conglomerate’s stock after acquiring an additional 79,823 shares during the period. Andra AP fonden’s holdings in UnitedHealth Group were worth $27,334,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of the business. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group during the 4th quarter worth approximately $25,000. Beacon Financial Strategies CORP acquired a new stake in UnitedHealth Group during the fourth quarter valued at $26,000. Anfield Capital Management LLC increased its holdings in UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after buying an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group during the 4th quarter valued at about $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new position in UnitedHealth Group in the 4th quarter worth about $27,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance NYSE:UNH opened at $421.84 on Tuesday. The stock has a 50 day moving average price of $405.55 and a 200 day moving average price of $343.00. The stock has a market cap of $383.09 billion, a PE ratio of 27.15, a P/E/G ratio of 1.67 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $461.62.

UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same period last year, the business earned $4.08 earnings per share. UnitedHealth Group’s revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities research analysts expect that UnitedHealth Group Incorporated will post 18.77 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a $2.32 dividend. The ex-dividend date was Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a yield of 2.2%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 59.72%.

Analyst Upgrades and Downgrades A number of research firms have recently commented on UNH. Mizuho set a $493.00 price objective on UnitedHealth Group in a research report on Monday. Zacks Research raised shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Wells Fargo & Company increased their price objective on shares of UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Piper Sandler set a $477.00 target price on shares of UnitedHealth Group in a research note on Thursday. Finally, Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target on the stock in a research note on Wednesday, April 1st. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average target price of $449.17.

View Our Latest Research Report on UNH

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

Positive Sentiment: Barclays raised its price target on UnitedHealth Group (UNH) to $441 from $429 and reiterated an overweight rating, reinforcing bullish sentiment around the stock’s post-earnings setup. Barclays raises UnitedHealth price target Positive Sentiment: Truist, Oppenheimer, and KeyBanc also lifted targets to $500, signaling that analysts see more room for UnitedHealth’s shares to run after the strong quarterly report. Wall Street sees more room to run Positive Sentiment: Media coverage highlighted UnitedHealth as a momentum stock, with several articles asking whether the recent strength and earnings performance make UNH an attractive buy for growth-oriented investors. Yahoo Finance momentum stock article Neutral Sentiment: Congress passed H.R. 8823, a bill aimed at strengthening provider accountability in FECA. While the measure could increase compliance scrutiny for healthcare providers, its direct financial impact on UnitedHealth is uncertain at this stage. House passes FECA accountability bill Negative Sentiment: One article flagged that UnitedHealth’s CFO warned that cost pressures are still not fully solved, suggesting that margin concerns could temper enthusiasm despite the earnings beat. CFO warning after earnings Insider Buying and Selling In other news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.19% of the stock is owned by corporate insiders.

UnitedHealth Group Company Profile (Free Report)

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.

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Wall Street watches a company's quarterly report closely to understand as much as possible about its recent performance and what to expect going forward. Of course, one figure often stands out among the rest: earnings.

The earnings figure itself is key, of course, but a beat or miss on the bottom line can sometimes be just as, if not more, important. Therefore, investors should consider paying close attention to these earnings surprises, as a big beat can help a stock climb and vice versa.

Now that we know how important earnings and earnings surprises are, it's time to show investors how to take advantage of these events to boost their returns by utilizing the Zacks Earnings ESP filter.

The Zacks Earnings ESP, ExplainedThe Zacks Earnings ESP, or Expected Surprise Prediction, aims to find earnings surprises by focusing on the most recent analyst revisions. The basic premise is that if an analyst reevaluates their earnings estimate ahead of an earnings release, it means they likely have new information that could possibly be more accurate.

With this in mind, the Expected Surprise Prediction compares the Most Accurate Estimate (being the most recent) against the overall Zacks Consensus Estimate. The percentage difference provides the ESP figure. The system also utilizes our core Zacks Rank to provide a stronger system for identifying stocks that might beat their next quarterly earnings estimate and possibly see the stock price climb.

When we join a positive earnings ESP with a Zacks Rank #3 (Hold) or stronger, stocks posted a positive bottom-line surprise 70% of the time. Plus, this system saw investors produce roughly 28% annual returns on average, according to our 10 year backtest.

Stocks with a ranking of #3 (Hold), or 60% of all stocks covered by the Zacks Rank, are expected to perform in-line with the broader market. Stocks with rankings of #2 (Buy) and #1 (Strong Buy), or the top 15% and top 5% of stocks, respectively, should outperform the market; Strong Buy stocks should outperform more than any other rank.

Should You Consider PENN Entertainment?The last thing we will do today, now that we have a grasp on the ESP and how powerful of a tool it can be, is to quickly look at a qualifying stock. PENN Entertainment (PENN - Free Report) holds a #1 (Strong Buy) at the moment and its Most Accurate Estimate comes in at $0.39 a share 16 days away from its upcoming earnings release on August 6, 2026.

PENN has an Earnings ESP figure of +13.79%, which, as explained above, is calculated by taking the percentage difference between the $0.39 Most Accurate Estimate and the Zacks Consensus Estimate of $0.34. PENN Entertainment is one of a large database of stocks with positive ESPs. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

PENN is part of a big group of Consumer Discretionary stocks that boast a positive ESP, and investors may want to take a look at MGM Resorts (MGM - Free Report) as well.

Slated to report earnings on July 29, 2026, MGM Resorts holds a #3 (Hold) ranking on the Zacks Rank, and its Most Accurate Estimate is $0.65 a share eight days from its next quarterly update.

MGM Resorts' Earnings ESP figure currently stands at +3.32% after taking the percentage difference between its Most Accurate Estimate and its Zacks Consensus Estimate of $0.62.

PENN and MGM's positive ESP figures tell us that both stocks have a good chance at beating analyst expectations in their next earnings report.

Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>

, /PRNewswire/ -- Caterpillar Inc. (NYSE: CAT) will release second-quarter financial results at 5:30 a.m. CDT on Tuesday, Aug. 4. The full text of the release will be available at investors.caterpillar.com/financials/quarterly-results and on PR Newswire. The release will be furnished to the U.S. Securities and Exchange Commission (SEC) via a Current Report on Form 8-K in compliance with applicable SEC rules.

Teleconference and webcast access:
A real-time, listen-only teleconference and webcast of the quarterly results call that Caterpillar conducts with securities analysts and institutional investors will begin at 7:30 a.m. CDT on Tuesday, Aug. 4. Supporting materials will be available before the webcast at investors.caterpillar.com/events-presentations.

In addition to the webcast, the one-hour conference call can also be accessed by telephone from both domestic and international locations, with a conference ID provided below:

Conference ID:

6824010

Participant Toll-Free Dial-In Number:

(800) 715-9871

Participant Toll Dial-In Number:

+1 (646) 307-1963

The call can be accessed in real-time at investors.caterpillar.com/financials/quarterly-results. Listeners should go to the website before the live event to download and install any necessary audio software. The transcript from the conference call will be available at investors.caterpillar.com/financials/quarterly-results following the webcast.

For those unable to participate in the live broadcast, the replay will be available at investors.caterpillar.com/financials/quarterly-results shortly after the live event. There is no charge to access the webcast. A telephone replay will not be available.

About Caterpillar
For more than a century, Caterpillar has built a better, more sustainable world. With 2025 sales and revenues of $67.6 billion, Caterpillar Inc. is shaping the future as the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. Backed by one of the largest independent global dealer networks and financing services through Cat Financial, the company's primary business segments: Power & Energy, Construction Industries and Resource Industries are solving customers' toughest challenges through commercial excellence and advanced technology, driven by a highly skilled, dedicated global team. Learn more at www.caterpillar.com.

Caterpillar's latest financial results are also available online:

https://investors.caterpillar.com/overview/default.aspx

https://investors.caterpillar.com/financials/quarterly-results/default.aspx (live broadcast/replays of quarterly conference call)

SOURCE Caterpillar Inc.

Posted by Defense World Staff on Jul 21st, 2026

Baader Bank Aktiengesellschaft reduced its position in shares of Linde PLC (NASDAQ:LIN – Free Report) by 6.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 86,873 shares of the basic materials company’s stock after selling 6,353 shares during the period. Linde accounts for about 3.3% of Baader Bank Aktiengesellschaft’s portfolio, making the stock its 4th largest holding. Baader Bank Aktiengesellschaft’s holdings in Linde were worth $43,043,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in LIN. Darwin Wealth Management LLC acquired a new stake in shares of Linde in the second quarter worth approximately $25,000. Legacy Wealth Managment LLC ID increased its position in shares of Linde by 96.6% during the first quarter. Legacy Wealth Managment LLC ID now owns 57 shares of the basic materials company’s stock worth $28,000 after purchasing an additional 28 shares in the last quarter. Manning & Napier Advisors LLC raised its stake in Linde by 1,450.0% in the 1st quarter. Manning & Napier Advisors LLC now owns 62 shares of the basic materials company’s stock valued at $31,000 after purchasing an additional 58 shares during the last quarter. Triumph Capital Management raised its stake in Linde by 69.2% in the 4th quarter. Triumph Capital Management now owns 66 shares of the basic materials company’s stock valued at $28,000 after purchasing an additional 27 shares during the last quarter. Finally, Strengthening Families & Communities LLC lifted its holdings in Linde by 134.5% in the 4th quarter. Strengthening Families & Communities LLC now owns 68 shares of the basic materials company’s stock valued at $29,000 after purchasing an additional 39 shares in the last quarter. Institutional investors and hedge funds own 82.80% of the company’s stock.

Analyst Ratings Changes LIN has been the topic of several recent research reports. Evercore reaffirmed an “outperform” rating and set a $525.00 target price on shares of Linde in a research note on Friday, July 10th. UBS Group reissued a “buy” rating and issued a $600.00 price target on shares of Linde in a research note on Tuesday, June 2nd. Weiss Ratings upgraded shares of Linde from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, May 13th. JPMorgan Chase & Co. boosted their price target on shares of Linde from $525.00 to $530.00 and gave the stock an “overweight” rating in a research report on Monday, May 4th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Linde in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $548.67.

Check Out Our Latest Stock Report on Linde

Linde Stock Performance NASDAQ LIN opened at $512.05 on Tuesday. The stock’s fifty day moving average is $516.10 and its two-hundred day moving average is $492.13. The firm has a market capitalization of $236.74 billion, a P/E ratio of 34.00, a price-to-earnings-growth ratio of 3.22 and a beta of 0.72. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.69 and a current ratio of 0.83. Linde PLC has a fifty-two week low of $387.78 and a fifty-two week high of $548.20.

Linde (NASDAQ:LIN – Get Free Report) last issued its earnings results on Friday, May 1st. The basic materials company reported $4.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.27 by $0.06. Linde had a return on equity of 19.80% and a net margin of 20.44%.The company had revenue of $8.78 billion during the quarter, compared to analysts’ expectations of $8.60 billion. During the same period in the prior year, the business earned $3.95 EPS. The firm’s quarterly revenue was up 8.2% on a year-over-year basis. Linde has set its FY 2026 guidance at 17.600-17.900 EPS and its Q2 2026 guidance at 4.400-4.500 EPS. On average, research analysts anticipate that Linde PLC will post 17.88 earnings per share for the current year.

Linde Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Thursday, June 4th were issued a $1.60 dividend. The ex-dividend date of this dividend was Thursday, June 4th. This represents a $6.40 dividend on an annualized basis and a dividend yield of 1.2%. Linde’s dividend payout ratio is currently 42.50%.

About Linde (Free Report)

Linde (NASDAQ: LIN) is a multinational industrial gases and engineering company that supplies gases, related technologies and services to a wide range of industries. The company traces its current form to the 2018 combination of Germany’s Linde AG and U.S.-based Praxair, creating one of the largest global providers of industrial, specialty and medical gases. Linde’s business model centers on production, processing and distribution of gases as well as the design and construction of the plants and equipment needed to produce them.

Core products and services include atmospheric and process gases such as oxygen, nitrogen and argon; hydrogen and helium; carbon dioxide; and a portfolio of higher‑value specialty and electronic gases.

Further Reading Five stocks we like better than Linde The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story

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

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Posted by Defense World Staff on Jul 21st, 2026

California Public Employees Retirement System decreased its holdings in shares of Dover Corporation (NYSE:DOV – Free Report) by 1.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 246,904 shares of the industrial products company’s stock after selling 4,311 shares during the quarter. California Public Employees Retirement System owned about 0.18% of Dover worth $51,467,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Orion Porfolio Solutions LLC grew its holdings in Dover by 0.7% during the 4th quarter. Orion Porfolio Solutions LLC now owns 7,542 shares of the industrial products company’s stock worth $1,472,000 after acquiring an additional 51 shares during the period. Frank Rimerman Advisors LLC lifted its stake in shares of Dover by 2.2% in the 4th quarter. Frank Rimerman Advisors LLC now owns 2,439 shares of the industrial products company’s stock valued at $476,000 after purchasing an additional 52 shares during the period. KCM Investment Advisors LLC lifted its stake in shares of Dover by 3.5% in the 4th quarter. KCM Investment Advisors LLC now owns 1,585 shares of the industrial products company’s stock valued at $309,000 after purchasing an additional 53 shares during the period. Tectonic Advisors LLC boosted its position in shares of Dover by 1.7% in the 4th quarter. Tectonic Advisors LLC now owns 3,176 shares of the industrial products company’s stock worth $620,000 after purchasing an additional 54 shares during the last quarter. Finally, Kingsview Wealth Management LLC grew its stake in shares of Dover by 2.3% during the fourth quarter. Kingsview Wealth Management LLC now owns 2,506 shares of the industrial products company’s stock worth $489,000 after purchasing an additional 56 shares during the period. 84.46% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In A number of equities research analysts recently commented on DOV shares. Wall Street Zen upgraded Dover from a “hold” rating to a “buy” rating in a report on Sunday, June 7th. Seaport Research Partners raised their target price on Dover from $245.00 to $265.00 and gave the stock a “buy” rating in a report on Tuesday, April 28th. Oppenheimer upped their price target on Dover from $242.00 to $250.00 and gave the company an “outperform” rating in a research note on Friday, April 24th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $229.00 price target on shares of Dover in a research report on Friday, April 24th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and set a $252.00 price objective on shares of Dover in a research note on Friday, April 24th. Eight equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $241.43.

Check Out Our Latest Stock Report on DOV

Dover Trading Down 2.1% NYSE:DOV opened at $209.64 on Tuesday. Dover Corporation has a fifty-two week low of $158.97 and a fifty-two week high of $237.54. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.87 and a quick ratio of 1.32. The stock has a market capitalization of $28.23 billion, a PE ratio of 26.14, a price-to-earnings-growth ratio of 1.63 and a beta of 1.16. The business’s 50-day simple moving average is $216.09 and its 200-day simple moving average is $215.24.

Dover (NYSE:DOV – Get Free Report) last posted its earnings results on Thursday, April 23rd. The industrial products company reported $2.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.27 by $0.01. The business had revenue of $2.05 billion during the quarter, compared to analysts’ expectations of $2.19 billion. Dover had a return on equity of 18.01% and a net margin of 13.30%.Dover’s revenue for the quarter was up 10.1% compared to the same quarter last year. During the same period in the prior year, the business earned $2.05 EPS. Dover has set its FY 2026 guidance at 10.450-10.650 EPS. Sell-side analysts expect that Dover Corporation will post 10.65 earnings per share for the current fiscal year.

Dover Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 29th were given a dividend of $0.52 per share. The ex-dividend date of this dividend was Friday, May 29th. This represents a $2.08 annualized dividend and a dividend yield of 1.0%. Dover’s dividend payout ratio is currently 25.94%.

About Dover (Free Report)

Dover Corporation is a diversified global manufacturer of industrial products, components and specialty systems that serve a wide range of commercial and industrial end markets. Headquartered in Downers Grove, Illinois, the company has built a portfolio of operating businesses that design, manufacture and distribute engineered equipment, aftermarket parts and related services for customers around the world.

Dover’s activities span several product and solution categories, including fluid-handling and pumping systems, material handling and processing equipment, refrigeration and foodservice technologies, product identification and printing systems, precision components and automation and sensing solutions.

See Also Five stocks we like better than Dover The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding DOV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dover Corporation (NYSE:DOV – Free Report).

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While DOW is expected to have benefited from its cost and productivity actions, soft demand in certain markets is likely to have hurt its Q2 performance.

Posted by Defense World Staff on Jul 21st, 2026

Andra AP fonden raised its holdings in Deere & Company (NYSE:DE – Free Report) by 120.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 30,803 shares of the industrial products company’s stock after purchasing an additional 16,823 shares during the quarter. Andra AP fonden’s holdings in Deere & Company were worth $17,351,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Cary Street Partners Financial LLC grew its position in Deere & Company by 11.8% during the 4th quarter. Cary Street Partners Financial LLC now owns 10,312 shares of the industrial products company’s stock valued at $4,801,000 after purchasing an additional 1,086 shares during the last quarter. Spectrum Financial Alliance Ltd LLC lifted its stake in shares of Deere & Company by 55.8% in the fourth quarter. Spectrum Financial Alliance Ltd LLC now owns 85,351 shares of the industrial products company’s stock worth $39,737,000 after buying an additional 30,553 shares in the last quarter. Westpac Banking Corp grew its holdings in shares of Deere & Company by 78.6% during the fourth quarter. Westpac Banking Corp now owns 6,925 shares of the industrial products company’s stock valued at $3,224,000 after buying an additional 3,047 shares during the last quarter. Eldred Rock Partners LLC purchased a new stake in shares of Deere & Company during the fourth quarter valued at approximately $13,166,000. Finally, Natixis Advisors LLC increased its position in shares of Deere & Company by 13.4% during the fourth quarter. Natixis Advisors LLC now owns 388,595 shares of the industrial products company’s stock valued at $180,919,000 after acquiring an additional 45,782 shares in the last quarter. 68.58% of the stock is owned by hedge funds and other institutional investors.

Deere & Company Stock Performance Shares of NYSE DE opened at $586.13 on Tuesday. Deere & Company has a 12-month low of $433.00 and a 12-month high of $674.19. The firm has a market capitalization of $158.22 billion, a price-to-earnings ratio of 33.21, a price-to-earnings-growth ratio of 2.21 and a beta of 0.89. The company has a current ratio of 2.18, a quick ratio of 1.95 and a debt-to-equity ratio of 1.54. The firm has a 50 day moving average of $582.50 and a 200 day moving average of $572.84.

Deere & Company (NYSE:DE – Get Free Report) last released its quarterly earnings results on Thursday, May 21st. The industrial products company reported $6.55 earnings per share for the quarter, topping the consensus estimate of $5.70 by $0.85. Deere & Company had a net margin of 10.09% and a return on equity of 18.25%. The business had revenue of $13.37 billion for the quarter, compared to the consensus estimate of $11.55 billion. During the same period last year, the firm earned $6.64 earnings per share. The company’s quarterly revenue was up 5.4% on a year-over-year basis. On average, research analysts anticipate that Deere & Company will post 18.13 earnings per share for the current year.

Deere & Company Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Monday, August 10th. Investors of record on Tuesday, June 30th will be issued a $1.62 dividend. This represents a $6.48 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Tuesday, June 30th. Deere & Company’s dividend payout ratio is currently 36.71%.

Wall Street Analysts Forecast Growth A number of equities analysts recently weighed in on the stock. Citigroup boosted their price objective on shares of Deere & Company from $575.00 to $610.00 and gave the stock a “neutral” rating in a report on Tuesday, July 14th. Wolfe Research lifted their target price on Deere & Company from $550.00 to $660.00 and gave the stock an “outperform” rating in a report on Tuesday, March 31st. Robert W. Baird decreased their price target on Deere & Company from $580.00 to $525.00 and set a “neutral” rating for the company in a research note on Friday, May 22nd. Barclays upped their price target on Deere & Company from $530.00 to $640.00 and gave the company an “overweight” rating in a report on Tuesday, March 31st. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $752.00 price objective on shares of Deere & Company in a research report on Monday, June 1st. Fourteen research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $642.98.

Read Our Latest Analysis on Deere & Company

Deere & Company Company Profile (Free Report)

Deere & Company, commonly known by its brand John Deere, is a global manufacturer of agricultural, construction and forestry machinery, as well as turf care equipment and power systems. Founded in 1837 by blacksmith John Deere—who developed a polished steel plow to improve tillage in tough prairie soils—the company is headquartered in Moline, Illinois, and has grown into one of the largest and most recognizable names in equipment manufacturing worldwide.

The company’s principal businesses include a broad portfolio of agricultural equipment such as tractors, combines, planters, sprayers, harvesters and tillage implements, complemented by precision agriculture technologies and telematics that support farm management, yield optimization and equipment connectivity.

Featured Articles Five stocks we like better than Deere & Company The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding DE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Deere & Company (NYSE:DE – Free Report).

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The past few weeks have seen the bond market start asking a question the stock market has mostly been happy to ignore: Who can actually afford the AI buildout?

On July 9, S&P Global Ratings gave its answer for one of the biggest spenders. It cut Oracle Corp.'s NYSE: ORCL long-term credit rating to BBB-, the lowest rung of investment grade and just one notch above junk.

The stock has since fallen to around $125, down nearly 30% over the past month and nearly 50% over the past year.

Get Oracle alerts:

Oracle Corporation (ORCL) Price Chart for Tuesday, July, 21, 2026

What makes the downgrade worth more than a passing glance is what it reveals about the wider group. Every major AI spender is pouring money into building out their supply capabilities, but they're all doing it from different financial positions, and the gap between them is widening fast.

The Downgrade Isn't Really About Oracle's BusinessOracle Today

$124.98 +3.60 (+2.97%)

As of 09:58 AM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$120.03▼

$345.72Dividend Yield1.60%

P/E Ratio21.51

Price Target$265.03

S&P's reasoning for the Oracle downgrade was blunt.

The agency admitted it had underestimated the scale of investment required for Oracle's AI ambitions, and now expects the company's free operating cash flow deficit to widen to roughly $42 billion in fiscal 2027, nearly double its earlier forecast.

The other red flag was customer concentration. S&P estimates that around half of Oracle's $638 billion in remaining performance obligations is tied to OpenAI alone, and it described that single relationship as a key credit risk.

The concern is understandable—Oracle has taken on long-term commitments on facilities and equipment to serve OpenAI's demand, so even if the latter's payments were to slow, Oracle's obligations would still need to be paid in full.

Where Each Spender Actually SitsSo what does that mean for Oracle's peers? Well, if you put the four biggest AI spenders side by side, then the divide becomes obvious.

The top two are Microsoft Corp. NASDAQ: MSFT, which carries an AAA rating, and Alphabet Inc. NASDAQ: GOOGL, which carries an AA+ rating. Next up is Amazon.com Inc. NASDAQ: AMZN, still at the higher end of the scale at AA, while Oracle sits alone down at BBB-.

The uncomfortable answer to the question, though, is that none of them can fully fund this from existing cash generation anymore. All four have seen their free cash flow compressed dramatically by the scale of the spending, and all four have been active issuers in the bond market to help cover the gap. What separates them isn't whether they borrow, but how heavily they're leaning on it, and how much of the repayment depends on revenue that hasn't arrived yet.

The Headroom GapMicrosoft and Alphabet started this cycle with the strongest balance sheets and the most cushion, which is why they still sit near the top of the ratings scale despite spending heavily. Amazon is only just holding on to its positive free cash flow. Still, its accelerating AWS growth is giving investors a reason to stay cautiously bullish on the spending for now.

Oracle is the only one, so far, that seems to have run out of room, and its move into negative free cash flow is a bright red flag. The leverage numbers underscore the point: Oracle sits several times above Amazon on debt-to-equity and nearly 20 times above Alphabet, which is actually running a net cash position.

More importantly, it has no rating cushion left, whereas its peers have several notches to go before their own credit standing comes under real pressure.

Why the Funding Gap MattersOverall MarketRank™100th Percentile

Analyst RatingModerate Buy

Upside/Downside118.3% Upside

Short Interest LevelHealthy

Dividend StrengthModerate

News Sentiment0.51 Insider TradingSelling Shares

Proj. Earnings Growth35.70%

See Full Analysis

This distinction appears in three places that directly impact shareholders. The first is increased interest expense. Oracle's higher risk profile means that every additional dollar of debt costs more than it would for its better-rated peers, which will hurt its profitability.

The second is a lower likelihood of buybacks. Companies generating strong free cash flow, like Alphabet, can keep buying back their shares while continuing to invest in growth, whereas negative free cash flow will make it far more difficult for Oracle to do the same.

The third is what happens if demand for AI cools. A company funding most of its capital expenditure from operations can simply spend less and wait. A company funding itself predominantly with debt still owes the money it's borrowed, regardless of whether the expected revenue arrives, and its valuation becomes far harder to defend when investors start to doubt it will.

So Who Can Actually Afford It?Line the four up against the question, and a clear order emerges. Microsoft and Alphabet are best positioned to fund this from what the business itself generates, with the strongest balance sheets, the lowest leverage, and, in Alphabet's case, more cash than debt.

Amazon sits in the middle. It's spending more than anyone, and its cash generation is stretched thin as a result. Still, the accelerating growth at AWS suggests the money is meeting existing demand rather than demand it's hoping to create.

Oracle is the outlier on both halves of the question. It's leaning hardest on borrowing and on revenue that hasn't arrived yet, with a backlog that has to convert and a single customer accounting for around half of it. That combination is why it's the only one of the four with no rating cushion left.

Should You Invest $1,000 in Oracle Right Now?Before you consider Oracle, you'll want to hear this.

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First Solar's SEC filings warned generically about tariff risks while management allegedly knew that international facility underutilization would persist into 2026, costing investors over $60 per share in combined corrective declines. First Solar's SEC filings warned generically about tariff risks while management allegedly knew that international facility underutilization would persist into 2026, costing investors over $60 per share in combined corrective declines.

Posted by Defense World Staff on Jul 21st, 2026

Amova Asset Management Americas Inc. lessened its holdings in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 58.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 309,717 shares of the company’s stock after selling 441,712 shares during the quarter. Amova Asset Management Americas Inc. owned 0.05% of Airbnb worth $39,080,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of ABNB. Transamerica Financial Advisors LLC boosted its stake in Airbnb by 143.6% in the 4th quarter. Transamerica Financial Advisors LLC now owns 190 shares of the company’s stock worth $26,000 after purchasing an additional 112 shares in the last quarter. ORG Partners LLC increased its stake in Airbnb by 97.0% during the 4th quarter. ORG Partners LLC now owns 195 shares of the company’s stock valued at $26,000 after purchasing an additional 96 shares in the last quarter. Entrust Financial LLC purchased a new position in shares of Airbnb in the fourth quarter worth $27,000. Aventura Private Wealth LLC purchased a new position in shares of Airbnb in the fourth quarter worth $29,000. Finally, Meeder Asset Management Inc. lifted its stake in shares of Airbnb by 96.3% during the first quarter. Meeder Asset Management Inc. now owns 214 shares of the company’s stock worth $27,000 after buying an additional 105 shares during the period. Institutional investors and hedge funds own 80.76% of the company’s stock.

Insider Activity In related news, Director Joseph Gebbia sold 2,460 shares of the stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $150.00, for a total transaction of $369,000.00. Following the sale, the director directly owned 2,595,119 shares of the company’s stock, valued at approximately $389,267,850. This represents a 0.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Kenneth I. Chenault sold 8,346 shares of the firm’s stock in a transaction on Monday, June 29th. The shares were sold at an average price of $150.00, for a total transaction of $1,251,900.00. Following the sale, the director owned 40,879 shares in the company, valued at approximately $6,131,850. This represents a 16.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,256,652 shares of company stock worth $312,089,856 over the last 90 days. Company insiders own 27.21% of the company’s stock.

Airbnb Price Performance Shares of ABNB opened at $144.94 on Tuesday. The business’s 50-day moving average is $139.29 and its two-hundred day moving average is $134.46. The company has a market capitalization of $87.36 billion, a P/E ratio of 35.70, a P/E/G ratio of 1.56 and a beta of 1.14. Airbnb, Inc. has a fifty-two week low of $110.81 and a fifty-two week high of $150.88. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.44 and a current ratio of 1.44.

Airbnb (NASDAQ:ABNB – Get Free Report) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.31 by ($0.05). The company had revenue of $2.68 billion during the quarter, compared to analyst estimates of $2.62 billion. Airbnb had a net margin of 19.90% and a return on equity of 31.24%. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. During the same period last year, the firm earned $0.24 EPS. Research analysts predict that Airbnb, Inc. will post 4.92 earnings per share for the current year.

Analyst Ratings Changes Several equities analysts recently issued reports on ABNB shares. Wedbush began coverage on Airbnb in a research report on Thursday, July 16th. They issued a “neutral” rating and a $152.00 target price on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $170.00 price target on shares of Airbnb in a research report on Friday, May 8th. Tigress Financial dropped their price target on Airbnb from $200.00 to $185.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Weiss Ratings raised Airbnb from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, May 12th. Finally, Truist Financial raised their price objective on Airbnb from $129.00 to $134.00 and gave the stock a “hold” rating in a research note on Friday, June 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $159.65.

View Our Latest Research Report on Airbnb

Airbnb Profile (Free Report)

Airbnb, Inc (NASDAQ: ABNB) operates a global online marketplace that connects travelers with hosts offering short-term lodging, unique accommodations and related travel experiences. The company’s core platform enables individuals and professional property managers to list private homes, apartments, single rooms and entire properties, while providing search, booking and payment processing for guests. Airbnb earns revenue primarily through service fees charged to guests and hosts and offers tools to facilitate reservations, communications, and logistics between parties.

Beyond accommodations, Airbnb has expanded its product portfolio to include curated experiences led by local hosts, higher-end offerings such as Airbnb Luxe, and programs aimed at enhancing quality and safety like Airbnb Plus.

Further Reading Five stocks we like better than Airbnb The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding ABNB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Airbnb, Inc. (NASDAQ:ABNB – Free Report).

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HomeStock IdeasLong IdeasConsumer Staples Analysis

SummaryDollar General remains a buy, with shares still undervalued around $127 despite a recent rally.DG's recent quarterly results show positive momentum: 1.4% traffic growth and a 2% same-store sales increase.Risks include market saturation, rising competition from Aldi, Walmart, and Amazon, and the threat of grocery delivery eroding DG’s convenience edge.I advise moderate position sizing as DG approaches potential saturation and faces intensifying headwinds. M. Suhail/iStock Editorial via Getty Images

Dollar General (DG) has topped $127, rebounding from a hard crash earlier this year. It’s fair to wonder if the rally is over, but the valuation remains reasonable and the quarterly report some weeks back points

1.3K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of DG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Posted by Defense World Staff on Jul 21st, 2026

California Public Employees Retirement System reduced its holdings in shares of VeriSign, Inc. (NASDAQ:VRSN – Free Report) by 7.2% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 202,628 shares of the information services provider’s stock after selling 15,659 shares during the period. California Public Employees Retirement System owned approximately 0.22% of VeriSign worth $50,325,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of the business. DV Equities LLC acquired a new stake in shares of VeriSign during the fourth quarter worth about $28,000. Sunbelt Securities Inc. increased its position in VeriSign by 429.2% in the 3rd quarter. Sunbelt Securities Inc. now owns 127 shares of the information services provider’s stock valued at $36,000 after acquiring an additional 103 shares during the period. Advisors Asset Management Inc. increased its position in VeriSign by 25.3% in the 1st quarter. Advisors Asset Management Inc. now owns 198 shares of the information services provider’s stock valued at $50,000 after acquiring an additional 40 shares during the period. Activest Wealth Management raised its stake in VeriSign by 788.0% during the 4th quarter. Activest Wealth Management now owns 222 shares of the information services provider’s stock valued at $54,000 after acquiring an additional 197 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd raised its stake in VeriSign by 120.8% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 234 shares of the information services provider’s stock valued at $57,000 after acquiring an additional 128 shares during the last quarter. 92.90% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets In other news, CEO D James Bidzos sold 3,300 shares of the stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $266.09, for a total value of $878,097.00. Following the completion of the transaction, the chief executive officer owned 422,839 shares in the company, valued at $112,513,229.51. This trade represents a 0.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thomas C. Indelicarto sold 250 shares of the stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $269.23, for a total transaction of $67,307.50. Following the completion of the transaction, the executive vice president owned 36,051 shares of the company’s stock, valued at $9,706,010.73. This represents a 0.69% 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. In the last three months, insiders sold 26,300 shares of company stock valued at $7,125,942. 0.56% of the stock is owned by corporate insiders.

VeriSign Trading Down 0.0% Shares of VRSN opened at $277.61 on Tuesday. VeriSign, Inc. has a twelve month low of $208.86 and a twelve month high of $312.48. The stock’s 50 day moving average is $278.56 and its two-hundred day moving average is $258.66. The firm has a market capitalization of $25.26 billion, a PE ratio of 30.68 and a beta of 0.71.

VeriSign (NASDAQ:VRSN – Get Free Report) last released its earnings results on Thursday, April 23rd. The information services provider reported $2.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.30 by $0.04. VeriSign had a negative return on equity of 39.98% and a net margin of 49.95%.The company had revenue of $428.90 million for the quarter, compared to analysts’ expectations of $424.50 million. During the same quarter in the previous year, the firm posted $2.10 EPS. The firm’s quarterly revenue was up 6.6% on a year-over-year basis. On average, sell-side analysts predict that VeriSign, Inc. will post 9.45 EPS for the current year.

Analysts Set New Price Targets Several brokerages have weighed in on VRSN. JPMorgan Chase & Co. lifted their target price on VeriSign from $285.00 to $308.00 and gave the company a “neutral” rating in a research note on Thursday, June 18th. Robert W. Baird upped their price target on VeriSign from $305.00 to $355.00 and gave the stock an “outperform” rating in a research note on Friday, April 24th. Citigroup increased their price target on VeriSign from $295.00 to $320.00 and gave the stock a “buy” rating in a report on Friday, April 24th. Weiss Ratings reiterated a “buy (b-)” rating on shares of VeriSign in a research report on Wednesday, June 24th. Finally, Wedbush assumed coverage on shares of VeriSign in a research note on Thursday, July 16th. They issued an “outperform” rating and a $318.00 price objective on the stock. Four equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $325.25.

View Our Latest Stock Report on VeriSign

About VeriSign (Free Report)

VeriSign, Inc (NASDAQ: VRSN) is an internet infrastructure company that operates critical components of the global Domain Name System (DNS) and provides cybersecurity-related services. The company is best known as the authoritative registry operator for the .com and .net top-level domains, maintaining the central databases and zone files that enable domain name resolution for millions of websites. VeriSign’s registry role is performed under contractual agreements with Internet Corporation for Assigned Names and Numbers (ICANN) and involves high-availability, highly secure operations to support continuous internet connectivity.

In addition to its registry business, VeriSign offers a suite of services designed to protect and accelerate DNS and internet traffic for enterprises and service providers.

Further Reading Five stocks we like better than VeriSign The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story

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Posted by Defense World Staff on Jul 21st, 2026

Andra AP fonden raised its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 5.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 407,700 shares of the company’s stock after purchasing an additional 22,663 shares during the period. Palantir Technologies accounts for 0.7% of Andra AP fonden’s holdings, making the stock its 19th biggest position. Andra AP fonden’s holdings in Palantir Technologies were worth $59,638,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. Wilkerson Advisory Group LLC increased its stake in shares of Palantir Technologies by 247.5% during the first quarter. Wilkerson Advisory Group LLC now owns 1,032 shares of the company’s stock worth $151,000 after purchasing an additional 735 shares in the last quarter. Dale Q Rice Investment Management Ltd lifted its stake in Palantir Technologies by 15.8% in the 1st quarter. Dale Q Rice Investment Management Ltd now owns 5,783 shares of the company’s stock valued at $846,000 after buying an additional 789 shares in the last quarter. Glenview Trust Co lifted its stake in Palantir Technologies by 24.1% in the 1st quarter. Glenview Trust Co now owns 6,059 shares of the company’s stock valued at $886,000 after buying an additional 1,177 shares in the last quarter. Summit Global Investments increased its stake in Palantir Technologies by 110.7% during the 1st quarter. Summit Global Investments now owns 32,355 shares of the company’s stock worth $4,733,000 after buying an additional 17,001 shares in the last quarter. Finally, Convergence Investment Partners LLC increased its stake in Palantir Technologies by 438.9% during the 1st quarter. Convergence Investment Partners LLC now owns 9,436 shares of the company’s stock worth $1,380,000 after buying an additional 7,685 shares in the last quarter. Institutional investors and hedge funds own 45.65% of the company’s stock.

Analyst Ratings Changes PLTR has been the subject of a number of research analyst reports. Rosenblatt Securities reissued a “buy” rating and set a $225.00 target price on shares of Palantir Technologies in a report on Friday, June 5th. President Capital upgraded Palantir Technologies from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $25.50 to $133.00 in a research report on Monday, June 29th. BTIG Research lowered Palantir Technologies to a “neutral” rating in a report on Tuesday, June 16th. Zacks Research raised shares of Palantir Technologies from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 7th. Finally, Benchmark lowered shares of Palantir Technologies to a “hold” rating in a report on Tuesday, June 16th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $190.85.

View Our Latest Analysis on PLTR

Insider Activity In other news, Director Lauren Elaina Friedman Stat sold 1,598 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $160.00, for a total value of $255,680.00. Following the completion of the sale, the director owned 55,022 shares of the company’s stock, valued at $8,803,520. This represents a 2.82% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Shyam Sankar sold 35,000 shares of the firm’s stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $130.00, for a total transaction of $4,550,000.00. Following the sale, the insider owned 642,786 shares of the company’s stock, valued at $83,562,180. This represents a 5.16% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,112,270 shares of company stock valued at $150,247,785 in the last quarter. Insiders own 9.53% of the company’s stock.

Palantir Technologies Price Performance PLTR stock opened at $134.85 on Tuesday. Palantir Technologies Inc. has a 1 year low of $106.37 and a 1 year high of $207.52. The firm has a market capitalization of $323.28 billion, a PE ratio of 151.52, a price-to-earnings-growth ratio of 2.12 and a beta of 1.56. The business has a 50 day simple moving average of $132.16 and a 200-day simple moving average of $143.69.

Palantir Technologies (NASDAQ:PLTR – Get Free Report) last announced its quarterly earnings data on Monday, May 4th. The company reported $0.33 EPS for the quarter, topping analysts’ consensus estimates of $0.28 by $0.05. The firm had revenue of $1.63 billion for the quarter, compared to the consensus estimate of $1.54 billion. Palantir Technologies had a return on equity of 28.34% and a net margin of 43.67%.The firm’s revenue was up 84.7% compared to the same quarter last year. During the same quarter last year, the business posted $0.13 earnings per share. On average, equities research analysts expect that Palantir Technologies Inc. will post 1.17 EPS for the current year.

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

Positive Sentiment: Several articles argue Palantir’s long-term growth case remains intact, pointing to its expanding AI software footprint and the strength of its AIP platform. Palantir: The Stock Is Richly Valued With a Forward P/S Multiple of Over 40x, but Is the Growth Story Still Worth Buying Into? Positive Sentiment: Commentary from top investors and market watchers says Palantir’s business momentum and product expansion could support further gains despite the stock’s premium valuation. It’s Not Crazy, Says Top Investor About Palantir Stock Positive Sentiment: Another piece says Palantir keeps defying skeptics with a string of earnings beats and a raised outlook, reinforcing the idea that fundamentals are still improving. Predicition: Palantir Defies Doubters. Here’s Our New Price Target Neutral Sentiment: Palantir is also being widely searched and discussed, which shows elevated investor interest but does not by itself change the outlook. Neutral Sentiment: Several articles revisit the stock’s big run from its IPO and its recent pullback, keeping focus on valuation and volatility rather than any new company-specific catalyst. Palantir Technologies Profile (Free Report)

Palantir Technologies is a software company that develops data integration, analytics and operational decision-making platforms for government and commercial customers. Founded in 2003 by a team that included Alex Karp and Peter Thiel, Palantir has grown into a provider of enterprise-scale software designed to help organizations integrate disparate data sources, build analytic models and drive operational workflows. The company went public in 2020 and continues to position its products around large, complex data projects where security, provenance and real-time collaboration are important.

Palantir’s product portfolio centers on a small number of core platforms.

Featured Stories Five stocks we like better than Palantir Technologies The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding PLTR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Palantir Technologies Inc. (NASDAQ:PLTR – Free Report).

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Shares of Palantir Technologies (PLTR 0.77%) have shed 20% of their value in 2026 as of this writing, driven mainly by the broader weakness in artificial intelligence (AI) stocks and the company's expensive valuation.

However, Palantir stock could get a big shot in the arm when the company releases its second-quarter results on Aug. 3. Let's see why that's likely to be the case.

Image source: The Motley Fool.

Software stocks are winning back investor confidence This has been a difficult year for software stocks. The sector has taken a beating amid fears that the advent of agentic AI could upend the traditional software industry. However, software stocks seem to be gaining popularity among investors once again.

Today's Change

(

-0.77

%) $

-1.04

Current Price

$

133.81

The iShares Expanded Tech-Software Sector ETF, an exchange-traded fund that invests in North American software, media, and services companies, has appreciated 9% over the past three months. Even Palantir stock has recovered 26% from the 52-week low it reached on June 25.

This turnaround in software stocks can be attributed to a change in perception, as investors now believe that integrating AI tools can be beneficial for software-oriented businesses. Palantir is a classic example of how offering AI solutions to customers can significantly accelerate a company's growth. The company's growth rate has picked up impressively since the launch of its Artificial Intelligence Platform (AIP) just over three years ago.

Data by YCharts

Palantir's customers have seen significant improvements in productivity by deploying its AI tools, which is why they have been spending more on its offerings. This is why I believe Palantir could crush Wall Street's expectations once again on Aug. 3 and raise its guidance.

Palantir's potential beat-and-raise quarterly report could give the stock a big boost Palantir's earnings have exceeded Wall Street's expectations in each of the last four quarters. That trend is likely to continue, as the company is getting more business than it can fulfill. This is evidenced by Palantir recording new contracts worth $2.41 billion in Q1, up 61% from the year-ago period. That was higher than the $1.63 billion revenue the company clocked during the quarter.

Palantir's remaining deal value (RDV), which is the total value of contracts yet to be fulfilled, increased by 98% year over year to $11.8 billion, exceeding the 85% increase in revenue. The strong deal momentum and the addition of new customers encouraged Palantir to raise its guidance. A similar situation could unfold on Aug. 3, and this time, the market could reward Palantir for its improving growth trajectory.

After all, Palantir is among the leading players in the fast-growing AI software market, which is expected to see a whopping 12x increase in revenue between 2024 and 2034, according to a third-party estimate. Palantir's addressable opportunity could jump to $237 billion in 2034, indicating that it is at the beginning of a terrific growth curve that will help justify its valuation.

A strong set of results and guidance next month should reinforce Palantir's growth prospects and further enhance investor confidence in the stock. For all these reasons, I believe the recent rally in Palantir could continue, and the software specialist may even see a parabolic move in its stock price.

Posted by Defense World Staff on Jul 21st, 2026

Andra AP fonden cut its stake in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 51.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 332,662 shares of the biopharmaceutical company’s stock after selling 348,938 shares during the period. Andra AP fonden’s holdings in Bristol Myers Squibb were worth $20,176,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of BMY. waypoint wealth counsel bought a new position in Bristol Myers Squibb in the fourth quarter valued at about $1,194,000. Life Cycle Investment Partners Ltd acquired a new position in shares of Bristol Myers Squibb in the fourth quarter valued at approximately $34,406,000. Axxcess Wealth Management LLC raised its holdings in Bristol Myers Squibb by 27.4% in the 4th quarter. Axxcess Wealth Management LLC now owns 98,665 shares of the biopharmaceutical company’s stock valued at $5,322,000 after buying an additional 21,196 shares during the last quarter. Daytona Street Capital LLC acquired a new stake in Bristol Myers Squibb during the 4th quarter worth approximately $1,362,000. Finally, Pensionfund Sabic acquired a new stake in Bristol Myers Squibb during the 4th quarter worth approximately $1,845,000. Institutional investors and hedge funds own 76.41% of the company’s stock.

Bristol Myers Squibb Stock Down 0.7% Shares of Bristol Myers Squibb stock opened at $60.30 on Tuesday. The stock’s 50-day moving average is $57.11 and its 200 day moving average is $57.85. Bristol Myers Squibb Company has a one year low of $42.52 and a one year high of $62.89. The firm has a market cap of $123.14 billion, a price-to-earnings ratio of 16.94, a PEG ratio of 0.17 and a beta of 0.23. The company has a debt-to-equity ratio of 2.10, a current ratio of 1.42 and a quick ratio of 1.28.

Bristol Myers Squibb (NYSE:BMY – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.42 by $0.16. The firm had revenue of $11.49 billion for the quarter, compared to analyst estimates of $10.93 billion. Bristol Myers Squibb had a return on equity of 64.87% and a net margin of 15.01%.The company’s revenue was up 2.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.80 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Equities research analysts anticipate that Bristol Myers Squibb Company will post 6.34 EPS for the current year.

Bristol Myers Squibb Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Investors of record on Thursday, July 2nd will be given a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.2%. The ex-dividend date is Thursday, July 2nd. Bristol Myers Squibb’s payout ratio is presently 70.79%.

Analyst Ratings Changes Several equities analysts have issued reports on the stock. Weiss Ratings cut shares of Bristol Myers Squibb from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday. Bank of America cut their price target on shares of Bristol Myers Squibb from $67.00 to $66.00 and set a “buy” rating on the stock in a report on Friday, July 10th. Cantor Fitzgerald restated a “neutral” rating and issued a $54.00 price objective on shares of Bristol Myers Squibb in a report on Monday, July 6th. Wall Street Zen raised Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a research report on Saturday, June 27th. Finally, Guggenheim reaffirmed a “buy” rating and set a $72.00 target price on shares of Bristol Myers Squibb in a report on Wednesday, April 8th. Eight analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $61.25.

View Our Latest Report on BMY

More Bristol Myers Squibb News Here are the key news stories impacting Bristol Myers Squibb this week:

Positive Sentiment: Bristol Myers Squibb expanded its NVIDIA partnership and plans to deploy a DGX SuperPOD based on Vera Rubin systems, which the company says will become the most powerful AI factory in life sciences and should enhance drug discovery and development efficiency. Bristol Myers Expands NVIDIA Partnership to Build Top Life Sciences AI Supercomputer Positive Sentiment: The company also said it will be the first life sciences firm to buy Nvidia’s latest DGX SuperPOD system, signaling an aggressive investment in AI infrastructure that could strengthen Bristol Myers’ competitive position in future drug research. Bristol Myers buys Nvidia’s latest AI computing system for drug research Neutral Sentiment: A Reuters report repeated the AI-infrastructure news, reinforcing the strategic nature of the announcement but adding no materially new information for investors. Bristol Myers buys Nvidia’s latest AI computing system for drug research Neutral Sentiment: Bristol Myers was mentioned in a broader article about cancer-drug competition and next-generation therapies, but the piece mainly discussed the market landscape rather than any company-specific development. Merck’s Keytruda Faces a Patent Cliff. These New Cancer Drugs Could Take Over. Negative Sentiment: Healthcare stocks fell late Monday afternoon, which may be creating a modest drag on BMY and offsetting some of the optimism from the NVIDIA partnership news. Sector Update: Healthcare Stocks Fall Late Afternoon Bristol Myers Squibb Company Profile (Free Report)

Bristol Myers Squibb is a global biopharmaceutical company headquartered in Princeton, New Jersey, focused on discovering, developing and delivering medicines for serious diseases. The company’s core activities include research and development, clinical development, manufacturing and commercialization of prescription pharmaceuticals across multiple therapeutic areas. BMS concentrates on advancing therapies in oncology, hematology, immunology, cardiovascular disease and specialty areas through both small molecules and biologics.

BMS’s marketed portfolio and late‑stage pipeline reflect a strong emphasis on cancer and immune‑mediated conditions.

See Also Five stocks we like better than Bristol Myers Squibb The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding BMY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Bristol Myers Squibb Company (NYSE:BMY – Free Report).

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Posted by Defense World Staff on Jul 21st, 2026

California Public Employees Retirement System raised its position in Albemarle Corporation (NYSE:ALB – Free Report) by 19.0% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 271,555 shares of the specialty chemicals company’s stock after purchasing an additional 43,283 shares during the period. California Public Employees Retirement System owned 0.23% of Albemarle worth $48,752,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of ALB. MH & Associates Securities Management Corp ADV purchased a new position in shares of Albemarle in the fourth quarter worth about $26,000. BOKF NA boosted its position in Albemarle by 5,771.4% during the third quarter. BOKF NA now owns 411 shares of the specialty chemicals company’s stock worth $33,000 after acquiring an additional 404 shares during the last quarter. Elyxium Wealth LLC purchased a new stake in Albemarle during the 4th quarter valued at about $34,000. EverSource Wealth Advisors LLC grew its stake in Albemarle by 536.7% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 573 shares of the specialty chemicals company’s stock valued at $36,000 after acquiring an additional 483 shares in the last quarter. Finally, Torren Management LLC acquired a new stake in Albemarle in the 4th quarter valued at about $38,000. Hedge funds and other institutional investors own 92.87% of the company’s stock.

Albemarle Stock Performance NYSE:ALB opened at $118.01 on Tuesday. Albemarle Corporation has a fifty-two week low of $64.95 and a fifty-two week high of $221.00. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.21 and a current ratio of 2.07. The company has a 50 day moving average price of $154.62 and a 200 day moving average price of $168.12. The stock has a market capitalization of $13.92 billion, a P/E ratio of -34.61 and a beta of 1.34.

Albemarle (NYSE:ALB – Get Free Report) last announced its earnings results on Wednesday, May 6th. The specialty chemicals company reported $2.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.24 by $1.71. Albemarle had a positive return on equity of 5.22% and a negative net margin of 5.00%.The company had revenue of $1.43 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same quarter in the previous year, the company earned ($0.18) earnings per share. The firm’s quarterly revenue was up 32.7% compared to the same quarter last year. Equities research analysts forecast that Albemarle Corporation will post 13.07 EPS for the current year.

Albemarle Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 1st. Investors of record on Friday, June 12th were issued a $0.405 dividend. This represents a $1.62 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, June 12th. Albemarle’s payout ratio is currently -47.51%.

Analyst Ratings Changes ALB has been the topic of a number of research reports. Vertical Research raised shares of Albemarle from a “hold” rating to a “buy” rating and set a $224.00 target price on the stock in a research note on Tuesday, May 26th. Berenberg Bank upped their price target on Albemarle from $153.00 to $192.00 and gave the company a “hold” rating in a research report on Tuesday, June 2nd. Wall Street Zen raised Albemarle from a “buy” rating to a “strong-buy” rating in a report on Monday, July 13th. Morgan Stanley lifted their price objective on Albemarle from $170.00 to $189.00 and gave the stock an “equal weight” rating in a research report on Tuesday, April 28th. Finally, Mizuho lowered their price objective on Albemarle from $205.00 to $185.00 and set a “neutral” rating on the stock in a research note on Wednesday, July 1st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $199.87.

Check Out Our Latest Stock Analysis on ALB

Insider Transactions at Albemarle In related news, CEO J Kent Masters sold 16,393 shares of the stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $183.72, for a total transaction of $3,011,721.96. Following the transaction, the chief executive officer owned 87,519 shares of the company’s stock, valued at approximately $16,078,990.68. This represents a 15.78% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.42% of the company’s stock.

Albemarle Company Profile (Free Report)

Albemarle Corporation is a leading global specialty chemicals company primarily engaged in the production and distribution of lithium, bromine, and catalysts. Its lithium segment supplies key components used in rechargeable batteries for electric vehicles, portable electronics, and grid storage systems. The company’s bromine specialty products serve a wide range of industries, including oil and gas drilling fluids, fire safety solutions, and water treatment. In its catalysts division, Albemarle provides products for petroleum refining, chemical processing and emissions control.

Founded in 1994 as a spin-off from Ethyl Corporation, Albemarle has grown through strategic acquisitions and capacity expansions to become one of the world’s foremost chemical producers.

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Andar Capital Management HK Ltd acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 4,000 shares of the semiconductor manufacturer’s stock, valued at approximately $1,351,000. Micron Technology comprises 1.2% of Andar Capital Management HK Ltd’s investment portfolio, making the stock its 12th biggest holding.

A number of other large investors also recently added to or reduced their stakes in MU. Resolute Advisors LLC acquired a new position in shares of Micron Technology in the 1st quarter valued at $278,000. MWA Asset Management increased its position in shares of Micron Technology by 105.1% in the 1st quarter. MWA Asset Management now owns 1,487 shares of the semiconductor manufacturer’s stock valued at $502,000 after buying an additional 762 shares in the last quarter. JSF Financial LLC increased its position in shares of Micron Technology by 6.4% in the 1st quarter. JSF Financial LLC now owns 3,332 shares of the semiconductor manufacturer’s stock valued at $1,126,000 after buying an additional 200 shares in the last quarter. Legacy Wealth Managment LLC ID raised its stake in Micron Technology by 54.2% during the 1st quarter. Legacy Wealth Managment LLC ID now owns 572 shares of the semiconductor manufacturer’s stock worth $193,000 after buying an additional 201 shares during the period. Finally, Florida Financial Advisors LLC lifted its holdings in Micron Technology by 22.4% during the first quarter. Florida Financial Advisors LLC now owns 11,457 shares of the semiconductor manufacturer’s stock worth $3,871,000 after acquiring an additional 2,096 shares in the last quarter. 80.84% of the stock is currently owned by institutional investors and hedge funds.

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

Positive Sentiment: Micron is being highlighted as a strong AI chip and memory beneficiary, with several bullish articles pointing to durable demand, strong profitability, and attractive valuation after the recent pullback. NVIDIA & Micron: 2 Profitable AI Stocks With Strong Growth Potential Positive Sentiment: Morgan Stanley and other analysts said the selloff in memory stocks created a strong buying opportunity, arguing that data-center memory shortages are still intensifying. The Memory Stock Sell-Off Created a ‘Strong Entry Point,’ Says Morgan Stanley. Investors Are Buying In. Positive Sentiment: Shares of Micron, SanDisk, and Western Digital rebounded as investors rotated back into semiconductor names after last week’s sharp drop in AI-related stocks. Micron Jumps 5%, SanDisk Rises 6%, Western Digital Climbs 4% as Memory Stocks Rebound With Chips Positive Sentiment: A Seeking Alpha upgrade argued Micron’s business model and large backlog could drive EPS accretion and multiple expansion through FY2027. Micron: Berkshire-ification Against The Possible Greenfield Margin Squeeze (Upgrade) Neutral Sentiment: Some coverage noted large institutional call buying and speculative dip-buying in Micron, which can support short-term trading sentiment but does not change the company’s fundamentals. The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence (MU) Neutral Sentiment: Several articles focused on Micron’s broader role in the AI trade and memory shortage, reinforcing that the stock remains highly sensitive to swings in semiconductor sentiment. Micron, Lumentum, Sweetgreen, AMC, Domino’s, and More Stocks That Explain Today’s Market Negative Sentiment: Michael Burry’s short position and warning that Micron is “cyclical like no other” added caution around the stock’s valuation and the risk of a deeper AI-chip correction. Claude AI Says Michael Burry’s Micron (MU) Warning “Deserves Respect” Negative Sentiment: Bearish commentary also warned that semiconductor and technology stocks could still face another leg down if the recent AI trade unwind continues. Expect a 75% technology stocks wipeout, warns strategist Negative Sentiment: Micron has also been under pressure recently after SK Hynix’s memory-price warning sparked debate over how long tight supply can last, contributing to the prior selloff. Micron Stock Set to Snap Losing Streak After SK Hynix Memory Price Warning Analysts Set New Price Targets Several equities analysts have recently weighed in on the company. Citigroup lifted their price objective on Micron Technology from $1,200.00 to $1,400.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Sanford C. Bernstein set a $1,300.00 price target on shares of Micron Technology in a report on Monday, June 22nd. Mizuho increased their price objective on shares of Micron Technology from $1,150.00 to $1,375.00 and gave the stock an “outperform” rating in a research report on Thursday, June 25th. TD Cowen restated a “buy” rating on shares of Micron Technology in a report on Friday, July 10th. Finally, Melius Research began coverage on shares of Micron Technology in a research report on Monday, April 27th. They issued a “buy” rating and a $700.00 price objective on the stock. Four equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Micron Technology has an average rating of “Buy” and a consensus price target of $1,268.93.

Check Out Our Latest Stock Report on Micron Technology

Insider Activity at Micron Technology In other Micron Technology news, EVP April S. Arnzen sold 40,000 shares of the company’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the transaction, the executive vice president directly owned 85,737 shares in the company, valued at $92,933,763.78. The trade was a 31.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Lynn A. Dugle sold 1,300 shares of the stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the completion of the transaction, the director directly owned 17,728 shares in the company, valued at $20,394,823.04. The trade was a 6.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 163,300 shares of company stock valued at $152,667,204. 0.24% of the stock is owned by company insiders.

Micron Technology Price Performance Shares of MU opened at $865.46 on Tuesday. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. The company’s fifty day simple moving average is $950.86 and its 200 day simple moving average is $606.14. Micron Technology, Inc. has a 1-year low of $103.38 and a 1-year high of $1,255.00. The company has a market cap of $977.44 billion, a price-to-earnings ratio of 19.59 and a beta of 2.14.

Micron Technology (NASDAQ:MU – Get Free Report) last announced its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, beating analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The firm had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. During the same quarter last year, the company posted $1.91 earnings per share. The company’s revenue for the quarter was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, research analysts forecast that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.

Micron Technology Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Tuesday, July 21st. Investors of record on Monday, July 6th will be issued a dividend of $0.15 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s payout ratio is presently 1.36%.

Micron Technology Company Profile (Free Report)

Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.

Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.

Featured Articles Five stocks we like better than Micron Technology The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU – Free Report).

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Posted by Defense World Staff on Jul 21st, 2026

Andra AP fonden grew its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 139.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 50,050 shares of the medical equipment provider’s stock after purchasing an additional 29,168 shares during the period. Andra AP fonden’s holdings in Intuitive Surgical were worth $23,073,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in ISRG. Draper Asset Management LLC boosted its stake in shares of Intuitive Surgical by 41.9% in the fourth quarter. Draper Asset Management LLC now owns 5,029 shares of the medical equipment provider’s stock valued at $2,848,000 after buying an additional 1,485 shares during the period. Deutsche Bank AG lifted its holdings in shares of Intuitive Surgical by 9.6% in the fourth quarter. Deutsche Bank AG now owns 1,522,191 shares of the medical equipment provider’s stock worth $862,108,000 after acquiring an additional 132,966 shares during the last quarter. Oppenheimer Asset Management Inc. grew its stake in shares of Intuitive Surgical by 29.3% during the fourth quarter. Oppenheimer Asset Management Inc. now owns 71,077 shares of the medical equipment provider’s stock worth $40,255,000 after buying an additional 16,119 shares during the last quarter. Procyon Advisors LLC grew its position in Intuitive Surgical by 787.8% during the 4th quarter. Procyon Advisors LLC now owns 4,794 shares of the medical equipment provider’s stock worth $2,715,000 after acquiring an additional 4,254 shares during the last quarter. Finally, Robinhood Asset Management LLC bought a new stake in Intuitive Surgical during the 4th quarter worth approximately $6,478,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

Wall Street Analysts Forecast Growth ISRG has been the subject of several analyst reports. Wall Street Zen upgraded shares of Intuitive Surgical from a “hold” rating to a “buy” rating in a report on Saturday, June 13th. Raymond James Financial reiterated an “outperform” rating and issued a $483.00 price target (down from $577.00) on shares of Intuitive Surgical in a report on Friday. Wells Fargo & Company reiterated an “overweight” rating and set a $487.00 price objective (down from $654.00) on shares of Intuitive Surgical in a report on Friday. Bank of America decreased their price target on Intuitive Surgical from $520.00 to $515.00 in a report on Friday, June 12th. Finally, Mizuho set a $500.00 target price on shares of Intuitive Surgical and gave the company a “neutral” rating in a report on Wednesday, July 15th. Twenty-one investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $523.46.

Get Our Latest Research Report on ISRG

Intuitive Surgical Trading Up 2.2% Shares of NASDAQ ISRG opened at $353.17 on Tuesday. Intuitive Surgical, Inc. has a 12 month low of $342.10 and a 12 month high of $603.88. The firm has a market capitalization of $125.08 billion, a price-to-earnings ratio of 40.45, a PEG ratio of 2.80 and a beta of 1.46. The business has a 50-day moving average of $413.94 and a 200-day moving average of $465.58.

Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last announced its earnings results on Tuesday, April 21st. The medical equipment provider reported $2.50 earnings per share for the quarter, beating analysts’ consensus estimates of $2.08 by $0.42. Intuitive Surgical had a net margin of 28.45% and a return on equity of 17.09%. The business had revenue of $2.77 billion for the quarter, compared to the consensus estimate of $2.62 billion. During the same period last year, the firm posted $1.81 earnings per share. Intuitive Surgical’s quarterly revenue was up 23.0% on a year-over-year basis. On average, analysts predict that Intuitive Surgical, Inc. will post 8.62 earnings per share for the current year.

Insider Transactions at Intuitive Surgical In related news, SVP Iman Jeddi sold 5,625 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $420.55, for a total value of $2,365,593.75. Following the transaction, the senior vice president owned 6,463 shares of the company’s stock, valued at $2,718,014.65. This represents a 46.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gary Loeb sold 400 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $424.14, for a total value of $169,656.00. Following the sale, the executive vice president owned 5,720 shares in the company, valued at $2,426,080.80. The trade was a 6.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 7,169 shares of company stock valued at $3,059,135 in the last quarter. Insiders own 0.60% of the company’s stock.

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

Positive Sentiment: Some market commentary argues ISRG’s recent correction may have reset expectations, with oversold technical conditions and improving earnings estimate revisions potentially setting up a near-term rebound. Down 15% in 4 Weeks, Here’s Why You Should You Buy the Dip in Intuitive Surgical (ISRG) Positive Sentiment: Zacks highlighted Intuitive Surgical as a trending stock with strong growth characteristics, saying the company’s fundamentals and growth profile may appeal to investors looking for long-term outperformance. 3 Reasons Growth Investors Will Love Intuitive Surgical (ISRG) Positive Sentiment: Another piece noted investor interest in ISRG remains elevated, suggesting the stock is staying on traders’ radar even after recent weakness. Intuitive Surgical, Inc. (ISRG) Is a Trending Stock: Facts to Know Before Betting on It Neutral Sentiment: Commentary focused on whether investors should prioritize Intuitive Surgical’s current robot sales or its longer-term growth opportunity, reinforcing the debate around valuation versus future expansion. What’s More Important For Intuitive Surgical: Today’s Robots Or Tomorrow’s Growth? Negative Sentiment: Several analyst updates were cautious, with firms including Stifel, Sanford C. Bernstein, and Citigroup lowering price targets or expectations, which likely added to the selling pressure on ISRG. Stifel Nicolaus Lowers Intuitive Surgical (NASDAQ:ISRG) Price Target to $550.00 About Intuitive Surgical (Free Report)

Intuitive Surgical, founded in 1995 and headquartered in Sunnyvale, California, is a medical technology company focused on the design, manufacture and service of robotic-assisted surgical systems. The company is best known for its da Vinci surgical systems, which enable minimally invasive procedures by translating a surgeon’s hand movements into finer, scaled motions of small instruments inside the patient. Intuitive’s business centers on supplying hospitals and surgical centers with systems, instruments and related technologies that aim to improve precision, visualization and control in the operating room.

In addition to its core surgical platforms, Intuitive markets a portfolio of reusable and disposable instruments, accessories, and proprietary software, and provides training, servicing and clinical support to its customers.

See Also Five stocks we like better than Intuitive Surgical The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding ISRG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report).

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« PREVIOUS HEADLINEAndra AP fonden Boosts Stake in DoorDash, Inc. $DASH

For investors who have spent years focusing on dilution, debt and meme-stock volatility, that may represent the company’s most meaningful shift yet.

Record EBITDA, Stronger Cash FlowAMC reported record second-quarter adjusted EBITDA of $321.4 million, up 70% year-over-year, on record revenue of nearly $1.6 billion. More importantly, the company converted that operating momentum into $190.1 million of free cash flow during the quarter, giving management confidence that consistent annual cash generation is now within reach.

“We’re within sight of being cash flow positive, not for a quarter, but for a year,” Aron said during the earnings call. He later acknowledged the company is “not quite at the promised land yet… but we’re ever so close.”

The comments suggest AMC’s investment narrative is beginning to evolve. While the company still depends on a healthy theatrical release slate, management increasingly believes years of cost controls, premium-format expansion and higher spending per guest have structurally improved its earnings power.

CFO Sean Goodman noted AMC generated more revenue and nearly 40% more adjusted EBITDA than it did in the second quarter of 2019 despite attendance remaining well below pre-pandemic levels.

Debt Reduction Creates A Financial FlywheelThe turnaround isn’t limited to operating performance. Aron said AMC has reduced debt by approximately $1.7 billion since the end of 2020, while Goodman said the company now expects no significant debt maturities before 2029 following recent refinancing efforts. Those actions are also lowering borrowing costs, with management expecting meaningful reductions in annual interest expense as leverage ratios continue to improve.

That creates what could become a virtuous financial cycle. Higher EBITDA improves leverage ratios, lower leverage reduces interest costs, and lower interest expense further reduces the box office threshold needed for AMC to generate positive free cash flow over a full year.

“If interest rates go down, interest expense goes down, and that means that the breakeven box office level goes down as well,” Aron said.

Why Investors Should Watch The Next Few QuartersAMC isn’t declaring victory just yet, but the conversation has clearly changed.

For years, investors judged the company by how much cash it could raise and how long it could survive. Following its strongest operating quarter on record, management wants investors to judge it by how much cash it can consistently generate instead.

If upcoming blockbuster releases help sustain box office momentum, the next milestone may not be another record EBITDA quarter—it could be AMC proving that its long-promised transition from a liquidity story to a sustainable cash-flow story is finally complete.

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BlackBerry is rated a speculative Buy, with asymmetric upside potential driven by QNX and the Alloy Kore middleware opportunity. QNX's ~$950m royalty backlog and record development license revenue signal robust forward growth, though much of it is long-dated. Valuation sensitivity centers on QNX; Alloy Kore could multiply revenue from existing customers and expand into non-automotive markets.

Posted by Defense World Staff on Jul 21st, 2026

Andra AP fonden cut its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 18.9% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 50,366 shares of the medical research company’s stock after selling 11,734 shares during the quarter. Andra AP fonden’s holdings in Amgen were worth $17,721,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of AMGN. Anfield Capital Management LLC boosted its stake in shares of Amgen by 1,000.0% during the fourth quarter. Anfield Capital Management LLC now owns 77 shares of the medical research company’s stock valued at $25,000 after purchasing an additional 70 shares in the last quarter. Dogwood Wealth Management LLC increased its stake in shares of Amgen by 275.0% in the fourth quarter. Dogwood Wealth Management LLC now owns 75 shares of the medical research company’s stock valued at $25,000 after buying an additional 55 shares during the period. Tower View Wealth Management LLC raised its holdings in Amgen by 331.6% in the 1st quarter. Tower View Wealth Management LLC now owns 82 shares of the medical research company’s stock valued at $29,000 after buying an additional 63 shares during the last quarter. Manning & Napier Advisors LLC raised its holdings in Amgen by 49.2% in the 4th quarter. Manning & Napier Advisors LLC now owns 97 shares of the medical research company’s stock valued at $32,000 after buying an additional 32 shares during the last quarter. Finally, Olistico Wealth LLC acquired a new stake in Amgen during the 4th quarter worth approximately $33,000. Institutional investors own 76.50% of the company’s stock.

Amgen Stock Down 0.6% Amgen stock opened at $364.17 on Tuesday. The firm has a 50 day moving average price of $348.38 and a 200-day moving average price of $350.78. The company has a quick ratio of 1.01, a current ratio of 1.26 and a debt-to-equity ratio of 5.65. Amgen Inc. has a twelve month low of $269.77 and a twelve month high of $391.29. The company has a market capitalization of $196.55 billion, a P/E ratio of 25.34, a P/E/G ratio of 3.71 and a beta of 0.41.

Amgen (NASDAQ:AMGN – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The medical research company reported $5.15 EPS for the quarter, topping analysts’ consensus estimates of $4.77 by $0.38. Amgen had a net margin of 20.96% and a return on equity of 137.41%. The company had revenue of $8.62 billion for the quarter, compared to analysts’ expectations of $8.58 billion. During the same quarter in the previous year, the firm posted $4.90 EPS. Amgen’s revenue was up 5.8% on a year-over-year basis. Amgen has set its FY 2026 guidance at 21.700-23.100 EPS. As a group, equities analysts predict that Amgen Inc. will post 22.31 EPS for the current year.

Analysts Set New Price Targets A number of equities research analysts have commented on AMGN shares. Daiwa Securities Group reduced their price target on Amgen from $410.00 to $390.00 and set an “outperform” rating on the stock in a research report on Wednesday, May 13th. Argus decreased their price target on shares of Amgen from $400.00 to $375.00 and set a “buy” rating for the company in a research note on Wednesday, May 20th. UBS Group increased their target price on Amgen from $400.00 to $420.00 and gave the stock a “buy” rating in a report on Monday, July 13th. Truist Financial raised their price target on shares of Amgen from $327.00 to $340.00 and gave the company a “hold” rating in a research report on Tuesday, July 7th. Finally, Guggenheim lifted their price objective on shares of Amgen from $340.00 to $343.00 and gave the stock a “neutral” rating in a report on Monday, July 13th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fifteen have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $356.62.

Get Our Latest Report on AMGN

Insider Activity at Amgen In other news, SVP Nancy A. Grygiel sold 1,237 shares of the company’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $323.73, for a total transaction of $400,454.01. Following the transaction, the senior vice president owned 7,009 shares of the company’s stock, valued at $2,269,023.57. This represents a 15.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 0.85% of the stock is owned by corporate insiders.

Amgen Company Profile (Free Report)

Amgen Inc (NASDAQ: AMGN) is a global biotechnology company founded in 1980 and headquartered in Thousand Oaks, California. The company focuses on discovering, developing, manufacturing and delivering human therapeutics that address serious illnesses. Amgen’s work centers on biologic medicines derived from cellular and molecular biology, with an emphasis on translating advances in human genetics and protein science into therapies for patients.

Amgen’s commercial portfolio has historically included biologics used in oncology, supportive care, nephrology, bone health and cardiovascular disease.

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Building one home on each empty lot listed for sale on Zillow would reduce the national housing deficit to 4.44 million homes

A housing shortage of 4.7 million homes is the key driver of America's housing affordability crisis. 300,242 empty lots smaller than 5 acres were listed for sale on Zillow in June 2026, representing 17.4% of all for-sale listings. Building one home on each of those lots would reduce America's housing deficit by 6.3%. Zillow is participating in a federal tech sprint to find ways to reduce friction for rural buyers looking to build on an empty lot. , /PRNewswire/ -- America's housing affordability crisis is largely a supply problem, with the country currently being 4.7 million homes short of what is needed. If one home were built on every empty lot listed for sale, that shortage would shrink by more than 6%, new Zillow® research finds.

More than 300,000 empty lots 5 acres or smaller were listed for sale on Zillow in June, making up 17.4% of all for-sale listings. Building just one home on each of those lots would bring the total housing deficit down to roughly 4.44 million homes, a 6.3% reduction from the latest estimate. The typical lot for sale is 0.57 acres — large enough, in many cases, to support more than one home, meaning the 6.3% figure is conservative.

"The more than 300,000 lots currently listed for sale represent the lowest-hanging fruit in addressing a housing shortage that's two decades in the making," said Kara Ng, senior economist at Zillow. "The challenge is making it feasible to build. Loosening zoning rules, streamlining permitting and expanding access to financing would reduce the cost and uncertainty that hold construction back, turning available lots into much-needed homes. The ROAD to Housing Act is an encouraging sign that policymakers understand what it will take to close the gap, but some of this reform will need to happen at the state and local levels."

Where the empty lots are
The five states with the most empty lots listed are Florida (42,601), Texas (40,907), California (18,508), North Carolina (14,226) and Georgia (10,334). In states such as North Dakota, South Dakota and Alaska, empty lots make up more than one-third of all for-sale listings — 45.9%, 38.7% and 34.6%, respectively.

Rural markets have the highest concentration of empty lots, at 25.3% of all for-sale listings, compared to 13.6% in the suburbs and 9% in urban areas. Rural lots are also the least expensive on a per-acre basis with a median of roughly $75,000 per acre, compared to more than $181,000 per acre in suburban areas and about $500,000 per acre for urban lots.

Clearing the path to more homes
Closing a gap this large requires solutions that address the problem from multiple angles. Zillow advocates for measures that make it easier and less expensive to build, such as modernizing zoning to allow more density, streamlining permitting, expanding financing options and expanding access to lower-cost housing options like manufactured homes. Manufactured homes are particularly well-suited to helping close this gap, as they can be built faster and at a fraction of the cost of traditional, site-built construction. Recent legislation, including the 21st Century ROAD to Housing Act, is already addressing some of those barriers.

One hurdle for buyers interested in these lots is navigating a fragmented process — finding land, selecting a home type and securing financing are typically three separate and confusing steps. Zillow is working to change that through innovative solutions. This summer, the company has been participating in a 12-week federal tech sprint with the U.S. Census Bureau's Opportunity Project; its focus is on finding ways to increase access to small-dollar housing loans in rural communities. Zillow is exploring ways to reduce frictions for consumers who are interested in purchasing and building on an empty lot.

State

Empty lots
listed for sale
(June 2026)

Share of
listings that
were empty
lots (June
2026)

Median
acreage

Median price

United States

300,242

17.4 %

0.57

$79,000

Alabama

7,651

20.2 %

0.75

$70,900

Alaska

1,131

34.6 %

1.24

$90,000

Arizona

8,131

16.2 %

1.03

$90,000

Arkansas

6,621

25.1 %

0.50

$38,000

California

18,508

16.8 %

0.63

$73,000

Colorado

6,284

13.9 %

0.97

$125,000

Connecticut

425

7.6 %

1.26

$150,000

Delaware

462

9.2 %

0.75

$252,500

Florida

42,601

18.1 %

0.26

$49,000

Georgia

10,341

14.1 %

1.00

$84,900

Hawaii

1,411

16.9 %

1.00

$100,000

Idaho

3,175

19.3 %

0.98

$215,000

Illinois

6,668

22.2 %

0.43

$49,990

Indiana

4,124

15.0 %

0.43

$69,900

Iowa

4,145

25.0 %

0.39

$85,900

Kansas

2,018

19.4 %

0.44

$58,500

Kentucky

4,370

20.1 %

0.87

$49,900

Louisiana

9,159

29.5 %

0.50

$68,000

Maine

1,231

15.7 %

1.80

$94,900

Maryland

1,676

8.7 %

0.75

$125,000

Massachusetts

846

6.2 %

1.17

$225,000

Michigan

8,597

21.5 %

0.59

$55,000

Minnesota

4,962

19.3 %

0.58

$85,000

Mississippi

4,273

24.7 %

0.69

$53,625

Missouri

5,607

18.6 %

0.50

$60,000

Montana

2,395

21.3 %

0.83

$195,000

Nebraska

2,773

30.4 %

0.27

$79,941

Nevada

2,869

15.5 %

0.72

$69,000

New Hampshire

573

12.6 %

1.23

$129,900

New Jersey

1,352

6.5 %

0.49

$209,950

New Mexico

4,293

30.3 %

1.00

$50,000

New York

3,554

8.1 %

0.78

$99,900

North Carolina

14,226

18.2 %

1.02

$79,900

North Dakota

2,023

45.9 %

0.40

$70,000

Ohio

4,313

13.0 %

0.46

$74,900

Oklahoma

5,723

19.9 %

0.84

$59,900

Oregon

3,745

16.1 %

0.51

$159,000

Pennsylvania

6,511

18.3 %

0.38

$49,299

Rhode Island

159

9.0 %

0.86

$325,000

South Carolina

5,547

12.2 %

0.77

$95,000

South Dakota

2,466

38.7 %

0.50

$100,000

Tennessee

9,748

17.9 %

0.85

$74,900

Texas

40,907

16.2 %

0.52

$97,000

Utah

3,553

15.7 %

0.67

$283,860

Vermont

382

11.7 %

1.70

$123,000

Virginia

4,843

14.9 %

1.00

$74,500

Washington

5,563

13.9 %

0.50

$180,000

West Virginia

1,685

26.2 %

0.94

$41,700

Wisconsin

5,372

23.8 %

0.64

$84,900

Wyoming

1,167

24.4 %

0.54

$110,000

About Zillow Group
Zillow Group, Inc. (Nasdaq: Z and ZG) is reimagining real estate to make home a reality for more and more people.

As the most visited real estate app and website in the United States, Zillow connects hundreds of millions of consumers with innovative technology, trusted agents and loan officers, and seamless digital solutions. With industry-leading tools and resources, Zillow supercharges real estate professionals so they can grow their businesses and deliver exceptional client experiences. For renters and housing providers, Zillow offers not only a robust marketplace but a set of end-to-end products and services to streamline applications, leases, payments and more.

Zillow's ecosystem spans the entire home journey — from dreaming and shopping to renting, buying, selling and financing.

Zillow Group's affiliates, subsidiaries and brands include Zillow®, Zillow Premier Agent®, Zillow Home Loans®, Zillow Rentals®, Zillow® New Construction, Trulia®, StreetEasy®, Out East®, HotPads®, Follow Up Boss®, ShowingTime®, dotloop® and Zillow® Closing.

All marks herein are owned by MFTB Holdco, Inc., a Zillow affiliate. Zillow Home Loans, LLC is an Equal Housing Lender, NMLS #10287 (www.nmlsconsumeraccess.org). © 2026 MFTB Holdco, Inc., a Zillow affiliate.

(ZFIN)

SOURCE Zillow

Philadelphia, Pennsylvania--(Newsfile Corp. - July 21, 2026) - Grabar Law Office is investigating claims on behalf of shareholders of Zillow Group, Inc. (NASDAQ: Z) (NASDAQ: ZG).

What Is This Investigation About? The investigation concerns whether certain officers and directors breached the fiduciary duties they owed to the company.

If you purchased Zillow Group, Inc. (NASDAQ: Z) (NASDAQ: ZG) shares prior to February 11, 2025, and still hold shares today, you can seek corporate reforms, the return of funds back to the company, and a court approved incentive award at no cost to you whatsoever. Please visit https://grabarlaw.com/the-latest/zillow-shareholder-investigation/, contact Joshua Grabar at [email protected], or call 267-507-6085 to learn more.

What Is Alleged? It is alleged in a recently filed federal securities fraud class action complain that Zillow Group, Inc. (NASDAQ: Z) (NASDAQ: ZG), through certain of its officers, made false and/or misleading statements and/or failed to disclose that: (1) Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times.

What Can You Do Now? If you purchased Zillow Group, Inc. (NASDAQ: Z) (NASDAQ: ZG) shares prior to February 11, 2025, and still hold shares today, you are encouraged to visit https://grabarlaw.com/the-latest/zillow-shareholder-investigation/, contact Joshua Grabar at [email protected], or call 267-507-6085. You can seek corporate reforms, the return of funds back to the company, and a court approved incentive award at no cost to you whatsoever.

#Zillow #Z #ZG $Z $ZG

Attorney Advertising Disclaimer

Contact:
Joshua H. Grabar, Esq.
Grabar Law Office
One Liberty Place
1650 Market Street, Suite 3600
Philadelphia, PA 19103
Tel: 267-507-6085
Email: [email protected]

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305939

Source: Grabar Law Office

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