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Ivory Prize recognition and fresh earnings put Safehold in focus Safehold (SAFE) has landed on investors’ radars after becoming a finalist for the 2026 Ivory Prize for Housing Affordability, alongside reporting recent quarterly and full year results that showed year over year revenue and net income growth. See our latest analysis for Safehold. The Ivory Prize recognition and the latest earnings release have arrived alongside a 30 day share price return of 12.89% and a 90 day share price...

In February 2026, Travelers Companies launched its AI Claim Assistant, a fully agentic voice solution built on OpenAI models to handle auto damage claim calls, offering end-to-end support from initial consultation through claim submission and follow-up digital tasks like photo uploads, appraisals, and repair scheduling. By pairing this AI rollout with a deliberate upskilling and redeployment of call center staff into more complex roles, Travelers is signaling how it intends to blend...

Johnson Controls International recently reported stronger-than-expected fiscal Q1 2026 results, highlighting record orders, an approximately 20% increase in backlog to about US$18.00 billion, and higher full‑year earnings guidance driven by demand in data center cooling and life sciences. This combination of record backlog and upgraded guidance underscores how Johnson Controls is increasingly tying its growth to AI‑driven data centers and advanced life‑science infrastructure. We’ll now...

Recently, Alignment Healthcare reported continued expansion of its Medicare Advantage membership base and ongoing earnings growth, while senior executives sold shares under pre-arranged trading plans that left them with substantial ownership stakes. What stands out is how multiple analysts have responded to this membership momentum and earnings trajectory by revising their views upward, even as leadership’s planned stock sales signal portfolio management rather than a shift in...

Chiyoda stock reaction and recent performance snapshot Chiyoda (TSE:6366) has drawn investor attention after a recent 10.7% one day decline, even as the shares show a gain over the past month and a much stronger move across the past 3 months. See our latest analysis for Chiyoda. The sharp 10.7% one-day share price decline sits against a 49.8% 30-day and 89.9% 90-day share price return. The 1-year total shareholder return above 300% highlights how quickly sentiment around Chiyoda has...

Diversified Energy (DEC) has just completed a US$200 million tap of its 9.75% senior secured bonds in the Nordic market, adding to the existing US$300 million issue due in 2029. See our latest analysis for Diversified Energy. The bond tap arrives after a mixed period for the stock, with a 1 month share price return of 6.54% and a 7 day gain of 3.63%, contrasting with a 90 day share price decline of 7.50% and a 3 year total shareholder return decline of 36.81%. This suggests that short term...

Why CBL & Associates Properties is back on investors’ radar CBL & Associates Properties (CBL) has attracted fresh attention after reporting fourth quarter and full year 2025 results, issuing 2026 earnings guidance, completing a share repurchase tranche, and affirming its regular cash dividend. See our latest analysis for CBL & Associates Properties. The recent earnings release, 2026 guidance, buyback activity, and confirmed dividend appear to have coincided with renewed interest in CBL &...

If you are wondering whether Enbridge's share price still reflects solid value after a long run in the energy sector, this article will walk through what the current market price might be implying. Enbridge recently closed at C$70.55, with a 7 day return of a 3.8% decline, a 30 day return of 6.8% and a 1 year return of 25.6%, which may have some investors asking whether the stock's risk and reward balance has shifted. Those moves sit against a backdrop of continuing interest in North...

Morningstar, Inc. recently reported higher quarterly and full-year sales and earnings per share, completed a US$365 million acquisition of CRSP, increased its quarterly dividend to US$0.50, finished a US$299.98 million buyback, and announced the upcoming appointment of Scott Brown as President, Direct Platform, alongside the launch of new Foundation Series retirement CITs through Morningstar Retirement’s collaboration with Alta Trust Company and nine asset managers. Together, these moves...

In recent weeks, RTX’s Raytheon and Collins Aerospace units secured multiple U.S. defense wins, including a framework to expand SM-3IB missile production, U.S. Navy operational approval for the StormBreaker smart weapon on the F/A-18E/F Super Hornet, and successful autonomous flight testing of Collins’ Sidekick software on a YFQ-42A uncrewed jet. Raytheon’s new Air Force Research Laboratory contract to help build a domestic thin film lithium niobate supply chain highlights RTX’s expanding...

With no single headline event driving attention today, Texas Roadhouse (TXRH) is drawing interest as investors weigh its recent share performance alongside current earnings, revenue figures, and an assessment of perceived valuation. See our latest analysis for Texas Roadhouse. At a share price of US$178.82, Texas Roadhouse has seen a 6.21% 1 month share price decline, even though its 90 day share price return of 4.75% and 1 year total shareholder return of 7.37% point to longer term momentum...

Why Jacobs Solutions Stock Is Back on Investor Radar Jacobs Solutions (J) just secured a four year extension to lead the U.K. Department for Transport's National Security Science and Research program, and it also won work under the U.S. Missile Defense Agency's SHIELD contract. Both wins deepen the company's role in transport security and defense related services, giving investors fresh context for evaluating Jacobs' recent share performance and its broader government focused project...

Recent share performance and context Pernod Ricard (ENXTPA:RI) has caught investor attention after a recent share price move, with the stock showing contrasting results over shorter and longer time frames that may prompt a closer look at fundamentals. See our latest analysis for Pernod Ricard. The recent 1 month share price return of 13.49% and year to date share price return of 18.99% suggest momentum has picked up, even though the 1 year total shareholder return decline of 7.58% and 3 year...

Why the latest SGH earnings and dividend move matter for shareholders SGH (ASX:SGH) shares were in focus after the company released half year results alongside an ordinary fully franked dividend of A$0.32 per share for the six months to 31 December 2025. The dividend is payable on 9 April 2026, with an ex date of 4 March and a record date of 5 March. It comes as SGH reported sales of A$5,414.7 million and net income of A$471 million for the period. See our latest analysis for SGH. At a share...

In recent months, multiple law firms have launched securities class action lawsuits against BellRing Brands and certain executives, alleging that earlier disclosures misrepresented the drivers of sales growth and concealed the impact of retailer inventory hoarding and rising competition. The core allegation is that what appeared to be strong, consumer-led demand for Premier Protein was instead fueled by retailers stockpiling product, raising questions about how sustainable BellRing’s...

What Viper Energy’s Recent Performance Signals for Investors Viper Energy (VNOM) has caught investors’ attention after a recent share price move, with the stock closing at $45.64 and showing positive total returns over the past week, month and past 3 months. See our latest analysis for Viper Energy. Beyond the latest move, Viper Energy’s share price return has been positive over the past quarter and year to date, while the 1 year total shareholder return has been broadly flat. This suggests...

NRW Holdings Limited recently reported half-year results for the period ended December 31, 2025, with sales rising to A$1,974.23 million and net income reaching A$72.78 million, alongside higher basic and diluted earnings per share from continuing operations compared with the prior year. This combination of stronger revenue and improved profitability suggests that NRW Holdings converted a larger work pipeline into earnings more efficiently than in the prior period. We'll now examine how this...

In February 2026, The Vita Coco Company reported fourth-quarter 2025 results with US$127.79 million in sales and US$5.53 million in net income, and issued full-year 2026 guidance calling for net sales between US$680 million and US$700 million driven by coconut water growth and improving Private Label trends. Alongside these results, Vita Coco completed a share repurchase program totaling 898,176 shares for US$24.07 million and signaled confidence in coconut water’s transition into a...

Savers Value Village (SVV) shares are in focus after the company reported fourth quarter and full year results, showing higher sales, a swing to quarterly profit, and fresh guidance along with ongoing store expansion plans. See our latest analysis for Savers Value Village. The latest earnings, guidance and store opening plans come after a mixed price pattern, with a 19.41% 90 day share price return, a 10.69% year to date share price return and a 34.10% 1 year total shareholder return. Taken...

The Morning Bull - US Market Morning Update Monday, Feb, 23 2026 US stock futures are pointing lower this morning, with E mini S&P 500 and Nasdaq 100 contracts both down around 0.5% as investors absorb fresh tariff and inflation signals. A key pressure point is the US decision to lift global tariffs to 15%, which effectively makes imported goods more expensive and can squeeze profit margins for companies that rely on overseas supply chains. At the same time, the Fed’s preferred inflation...

O-I Glass (OI) is back in focus after reporting fourth quarter and full year 2025 results that included lower sales, a higher net loss, and an update on its completed share repurchase program. See our latest analysis for O-I Glass. Those results and the completion of the buyback tranche come after a strong 90 day share price return of 21.68% and a 1 year total shareholder return of 36.23%. This suggests recent momentum has been building despite the longer term 3 year total shareholder return...

Alimentation Couche-Tard (TSX:ATD) is back in focus after recent executive changes in its U.S. operations and an 18 month reset of its Fresh Food, Fast program, which is aimed at reshaping food revenue growth. See our latest analysis for Alimentation Couche-Tard. Those executive moves and the Fresh Food, Fast reset come as the share price has climbed to CA$83.8, with a 30 day share price return of 9.02% and a 1 year total shareholder return of 20.61%. If this focus on food growth has your...

Oklo (NYSE:OKLO) plans to build a privately funded nuclear fuel recycling facility in Oak Ridge, focusing on advanced fuel reuse. The company is moving toward U.S. regulatory approval for its Aurora reactors, which are designed as compact fission systems. Partnerships with Meta and Siemens support planned Aurora deployments and related power and technology solutions. Oklo operates in the advanced nuclear energy space, with its Aurora reactors targeting smaller scale, fission based power...

Waste Connections, Inc. recently reported its fourth-quarter and full-year 2025 results, with full-year sales of US$9.47 billion and net income of US$1.08 billion, alongside confirming 2026 guidance, a regular US$0.35 quarterly dividend, and completion of a US$264.91 million share repurchase program. What stands out is the combination of a swing from a prior-year quarterly net loss to profit, coordinated insider share purchases by eleven executives, and continued capital returns through...