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Novartis (SWX:NOVN) is back in focus after releasing its fourth quarter and full year 2025 results, pairing high single digit sales growth and a proposed higher dividend with softer guidance for 2026 core operating income. See our latest analysis for Novartis. The recent earnings release, softer 2026 core income guidance and the proposed CHF3.70 dividend appear to be contributing to building momentum. The 30 day share price return of 9.4% and 1 year total shareholder return of 24.7% extend...

Market volatility and an AI focused reset Guidewire Software (GWRE) has been caught up in a wider software sell off, as investors reassess traditional SaaS names against companies more closely associated with artificial intelligence focused business models. At the same time, Guidewire continues to push its insurance cloud platform. This is underlined by Quantexa’s decision intelligence accelerator becoming available on Guidewire Marketplace, which highlights how partners can plug AI driven...

Group 1 Automotive (GPI) just reported full year 2025 results, pairing record revenue of US$22.57b with lower net income of US$325.2m and continued heavy share repurchases that reduced its share count meaningfully. See our latest analysis for Group 1 Automotive. Despite record revenue and an active buyback program, the 1-year total shareholder return of 23.78% decline contrasts with a 3-year total shareholder return of 61.81% and a 5-year total shareholder return of 145.04%. This suggests...

AMETEK, Inc. recently reported record fourth-quarter and full-year 2025 results, with sales rising to US$1,998.45 million for the quarter and US$7.40 billion for the year, alongside higher net income and earnings per share versus 2024. Alongside these results, AMETEK issued 2026 guidance calling for mid to high single-digit sales growth and acquired LKC Technologies, expanding its presence in ophthalmic and broader medical technology markets. Next, we’ll explore what these record results and...

Why International Flavors & Fragrances Stock Is Back on Investors’ Radar Analysts have turned more optimistic on International Flavors & Fragrances (IFF), with the most accurate earnings estimate now above the broader consensus as the company heads into its upcoming earnings announcement. See our latest analysis for International Flavors & Fragrances. That growing optimism has been reflected in the recent share price, with International Flavors & Fragrances posting a 1 day share price return...

Boeing (BA) is back in focus for investors after fresh financial data highlighted its scale, with revenue of US$89.5b and net income of US$1.9b, alongside mixed recent share price returns. See our latest analysis for Boeing. Recent trading reflects a mixed picture, with a 1 day share price return of 1.2% and a 90 day share price return of 20.1%. The 1 year total shareholder return of 29.8% points to momentum that has been building over a longer period. If Boeing has you watching the skies, it...

Wabash National (WNC) closed out FY 2025 with Q4 revenue of US$321.5 million and basic EPS of a US$1.23 loss, compared with Q4 FY 2024 revenue of US$416.8 million and a basic EPS of a US$0.02 loss. Over recent periods, revenue has moved from US$464.0 million in Q3 2024 to US$380.9 million in Q1 2025, then to US$458.8 million in Q2 2025 and US$381.6 million in Q3 2025. EPS has swung sharply from a US$7.53 loss in Q3 2024 to US$5.41 in Q1 2025 before settling at US$0.98 in Q3 2025. For...

Victory Capital Holdings, Inc. reported past fourth-quarter 2025 results with revenue rising to US$374.12 million and net income to US$112.81 million, alongside higher quarterly earnings per share than a year earlier. For full-year 2025, the company grew revenue to US$1.31 billions and net income to US$330.06 million, even as full-year earnings per share edged lower compared with 2024. With higher fourth-quarter earnings per share standing out, we’ll now consider what these results mean for...

What the latest earnings say about Imperial Oil Imperial Oil (TSX:IMO) just reported quarterly earnings that came in ahead of consensus, while revenue was lower than a year earlier, alongside record annual crude output and its largest nominal dividend increase. See our latest analysis for Imperial Oil. Those earnings and production headlines have arrived alongside strong price gains, with a 30 day share price return of 25.18% and a 1 year total shareholder return of 62.8%. This suggests...

Logista Integral, S.A. recently held its AGM, where shareholders approved all proposals, including director appointments, bylaw changes and the continuation of generous dividend payouts, and the company also announced an extraordinary gross dividend of €0.08 per share. This combination of a special cash distribution and confirmed governance and sustainability initiatives underscores management’s emphasis on returning capital while refining the corporate framework. We’ll now examine how the...

Sun Communities, Inc. recently announced that former Treasurer and Senior Vice President of Capital Markets, Fernando Castro-Caratini, has assumed the role of interim Chief Financial Officer following the mutual departure of Mark E. Patten, a move the board says is unrelated to any disagreements over financial policies or disclosures. The company is pairing this leadership transition with preparations to report its fourth-quarter 2025 operating results later this month, putting extra...

Event context and recent return profile Patria Investments (PAX) has been drawing attention after a period of mixed share performance, with the stock showing a 1 day return of about a 2% decline and a 7 day move of roughly a 9% decline. Over the past month the stock has returned about a 16% decline, while the past 3 months show roughly a 7% decline, set against a 1 year total return of about 25% and a 3 year total return near 8%. See our latest analysis for Patria Investments. At a share...

Why Urban Edge Properties just refreshed its credit profile Urban Edge Properties (UE) is back on investors’ radar after the company lined up US$950 million in unsecured credit facilities, reshaping its revolving credit line and adding new delayed draw term loans. See our latest analysis for Urban Edge Properties. That refreshed credit profile has arrived alongside firm share price momentum, with a 9.7% 90 day share price return and a 60.9% five year total shareholder return suggesting...

Origin Bancorp (OBK) has drawn fresh investor attention after a fourth quarter marked by lower net charge-offs, stronger earnings, active share repurchases, and a reaffirmed dividend, alongside management’s Optimize Origin efficiency push. See our latest analysis for Origin Bancorp. The recent results and Optimize Origin push appear to be feeding into sentiment, with the share price at US$45.19 and a 30 day share price return of 17.56% adding to a 12 month total shareholder return of 16.59%...

Perella Weinberg Partners recently announced that Daniel Avrutsky has joined as a Partner in its New York-based Technology business, where he will advise software clients focused on human capital management, the future of work, and AI, following prior senior advisory roles at Jefferies. The hire underlines Perella Weinberg Partners’ push to deepen its presence at the intersection of software and AI, an area where clients are seeking specialized advice on fast-evolving business models and...

AAON (AAON) is heading into its February 26, 2026 earnings report with several moving pieces, including margin pressure, higher capital needs, new leadership and fresh credit capacity for potential investment. See our latest analysis for AAON. At a share price of $95.24, AAON has seen a 16.89% 1 month share price return and a 20.27% year to date share price return. Its 1 year total shareholder return of 16.73% contrasts with much stronger 3 and 5 year total shareholder returns, suggesting...

StepStone Real Estate has launched S-Core, a customizable Core/Core+ real estate platform structured initially as separate accounts and guided by its House Views, while appointing industry veteran Jennifer Jones as Partner to oversee the global rollout from San Francisco. By combining a tailored account structure with leadership experienced in managing tens of billions in real estate transactions, StepStone is expanding how institutional investors can access its Core/Core+ real estate...

Marsh launched a Digital Infrastructure Practice focused on AI driven data centers and related risks. The company expanded bespoke insurance solutions for commercial space clients and agreed to acquire maritime broker Robinson & Son. Marsh appointed Lisa Quest as UK CEO and its MMA unit introduced Secure Harbor for senior living insurance needs. For investors tracking Marsh & McLennan Companies (NYSE:MRSH), the new initiatives come with the share price at $189.75. The stock is up 6.5% over...

Index inclusion puts Topaz Energy in dividend focus Topaz Energy (TSX:TPZ) was recently added to the S&P/TSX Canadian Dividend Aristocrats Index, a move that often draws fresh attention from income focused investors and larger funds. See our latest analysis for Topaz Energy. At a share price of CA$28.79, Topaz Energy has booked a 7.27% 1 month share price return and 13.79% 3 month share price return, while its 1 year and 5 year total shareholder returns of 21.24% and 154.59% indicate momentum...

CME Group (CME) closed FY 2025 with fourth quarter revenue of US$1,658.1 million and basic EPS of US$3.25, while trailing twelve month EPS sat at US$11.18 on revenue of US$6.5 billion, supported by a reported 15.5% earnings growth rate and a trailing net margin of 61.7% versus 56.9% a year earlier. Over the past few quarters, the company has seen quarterly revenue range from US$1,534.4 million to US$1,688.7 million and basic EPS move between US$2.49 and US$3.25, with trailing net income...

Constellation Brands has reported that its multi-year Mexican brewery expansion is entering the final stages, with about US$2.00 billion planned for fiscal 2026–2028 to add 7 million hectoliters of capacity. A key implication is that, once the Veracruz and other projects finish after 2028, sharply lower capital spending could unlock an extra US$750–950 million in annual free cash flow, reshaping how the company allocates capital over time. Next, we’ll examine how the anticipated post-2028...

Five Below (NasdaqGS:FIVE) is broadening its pricing model to feature more products above the traditional $5 level. The change comes as new CEO Winnie Park and an updated management team roll out a refreshed approach to running the business. Early indications suggest management is focused on better execution and a sharper focus on core customer groups. For you as an investor, the shift beyond the classic $5 price point marks a clear change in how Five Below positions its value offering. The...

What are the early trends we should look for to identify a stock that could multiply in value over the long term...

If you are wondering whether Azimut Holding's current share price reflects its real value, you are not alone. This article is designed to unpack that question clearly. The stock recently closed at €35.81, with a 54.8% return over 1 year, 80.0% over 3 years and 137.3% over 5 years. Shorter term returns of a 1.3% decline over 7 days, a 1.6% decline over 30 days and a 0.2% gain year to date show a more muted picture. Recent news coverage has focused on Azimut Holding's position in the Italian...