NasdaqGS:JKHY
NasdaqGS:JKHYDiversified Financial

Should Jack Henry’s Rapid Transfers Rollout Reshape How JKHY Investors View Its Real-Time Payments Strategy?

In early January 2026, Jack Henry announced Jack Henry Rapid Transfers, a cloud-native solution built with Moov and integrated with Visa Direct, Mastercard Move, and the Banno Digital Platform to enable fast, secure me-to-me money movement across banks, credit unions, brokerages, and crypto platforms. The rapid rollout of Jack Henry Rapid Transfers, already live at 65 institutions with another 170 implementing, highlights growing demand from banks and credit unions for embedded, real-time...
NasdaqGS:FRME
NasdaqGS:FRMEBanks

Assessing First Merchants (FRME) Valuation After Recent Share Price Momentum

With no single headline event driving attention, many investors are looking at First Merchants (FRME) through its recent share performance, including a 1-day gain of 1.6% and a return of 7.0% over the past 3 months. See our latest analysis for First Merchants. At a share price of $37.80, First Merchants’ 90-day share price return of 7.02% contrasts with a 1-year total shareholder return decline of 2.88%, suggesting recent momentum has picked up after a softer longer run. If this kind of move...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Is Roku (ROKU) Attractive After 40% One-Year Gain And Streaming Platform Debate

If you are wondering whether Roku at around US$107.55 is offering fair value or not, you are not alone. The stock often attracts attention from investors trying to work out what a reasonable price looks like. Roku's share price shows mixed returns, with a 2.5% decline over the past week and a 1.4% decline over the last 30 days, but a 40.5% gain over 1 year and a 114.1% gain over 3 years set against a 74.9% decline over 5 years. Recent news coverage has focused on Roku's position in streaming...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

Does Plains All American Pipeline’s (PAA) Higher Payout Clarify Its Long‑Term Capital Allocation Priorities?

Plains All American Pipeline, L.P. recently raised its quarterly cash distribution to US$0.4175 per common unit and confirmed fourth‑quarter 2025 payouts for its Series A and Series B preferred units, all payable in February 2026 to holders of record in late January and early February. This higher common distribution, alongside steady preferred payments, signals management’s current confidence in the partnership’s cash‑generation capacity and capital‑return priorities. We’ll now examine how...
NYSE:FLUT
NYSE:FLUTHospitality

Will David Kenny’s Board Role Reframe Flutter Entertainment’s (FLUT) Strategy Around Regulation And Expansion?

Flutter Entertainment plc has appointed David Kenny, Chairman of Best Buy and former CEO of Nielsen, as an independent non-executive director, with his appointment effective from the conclusion of the 29 May 2026 AGM. The addition of Kenny, who brings board and leadership experience across technology, media analytics and consumer retail, could influence how investors assess Flutter’s governance depth and execution capabilities. We’ll now explore how Kenny’s appointment to Flutter’s board may...
NYSE:ESNT
NYSE:ESNTDiversified Financial

Assessing Essent Group (ESNT) Valuation After Analyst Optimism Follows Weaker Quarterly Results

Essent Group (ESNT) has moved back into focus after analysts adopted a more positive stance on the insurer, even though its latest quarter came in weaker than expected on both revenue and earnings per share. See our latest analysis for Essent Group. At a share price of US$60.62, Essent Group has seen a 3.03% 1 day share price return. Its 30 day share price return of 7.08% decline contrasts with a 7.36% 1 year total shareholder return and a 60.48% 3 year total shareholder return, suggesting...
ENXTPA:AF
ENXTPA:AFAirlines

A Look At Air France-KLM (ENXTPA:AF) Valuation After Recent Share Price Weakness

Air France-KLM (ENXTPA:AF) is back in focus after a period in which the share price has moved lower over the week, month and past 3 months, despite a positive 1 year total return. See our latest analysis for Air France-KLM. That recent share price pressure, including a 5.15% 1 day share price return decline and weaker 7 day and 90 day share price returns, contrasts with a 50.18% 1 year total shareholder return. This suggests earlier optimism has cooled and investors are reassessing risk and...
TSX:AQN
TSX:AQNIntegrated Utilities

The Bull Case For Algonquin Power & Utilities (TSX:AQN) Could Change Following New COO Hire And Analyst Upgrade - Learn Why

Algonquin Power & Utilities Corp. recently appointed Peter Norgeot as Chief Operating Officer, tasking him with overseeing its electric, gas, and water utilities, capital execution, and company-wide operational excellence initiatives following his tenure as COO at Entergy Corporation. This hire brings decades of utility-sector leadership in safety, reliability, customer service, and large-scale capital delivery, reinforcing Algonquin’s focus on disciplined capital deployment, operational...
NasdaqGS:WEN
NasdaqGS:WENHospitality

Is Closing 200–350 Underperforming U.S. Stores Reshaping The Investment Case For Wendy’s (WEN)?

Wendy’s recently announced a plan to close an estimated 200–350 underperforming U.S. restaurants between late 2025 and 2026 as part of a system-wide review aimed at improving overall health of its network. This move highlights how management is willing to shrink parts of the footprint to potentially support a stronger franchise base and sharpen operational focus. Next, we’ll examine how closing hundreds of underperforming U.S. locations could reshape Wendy’s investment narrative and future...
NYSE:TFC
NYSE:TFCBanks

Is Truist Financial (TFC) Offering Value After Its Recent Share Price Performance?

If you have been wondering whether Truist Financial is priced fairly or offering value right now, this article will walk through what the current share price might be implying. The stock last closed at US$49.83, with a 15.2% return over the past year, a 28.2% return over three years and a 22.0% return over five years. Over the last 7 days and 30 days the returns were a 1.5% decline and 0.2% respectively. Recent headlines around Truist Financial have focused on the bank sector more broadly,...
NYSE:OMF
NYSE:OMFConsumer Finance

Is It Time To Reassess OneMain Holdings (OMF) After Strong Three Year Share Price Gains?

If you are wondering whether OneMain Holdings is still fairly priced or starting to look interesting, you will want to look past the headline share price and focus on what the underlying valuation signals are saying. The stock recently closed at US$66.10, with returns of a 6.0% decline over 7 days, a 1.6% decline over 30 days, a 4.3% decline year to date, but a 31.0% gain over 1 year and a 120.0% gain over 3 years, which raises questions about how the current price lines up with the business...
TSX:AG
TSX:AGMetals and Mining

Why First Majestic Silver (TSX:AG) Is Up 10.8% After Selling Del Toro Mine For Up To US$60M

First Majestic Silver Corp. recently agreed to sell its Del Toro Silver Mine in Mexico to Sierra Madre Gold & Silver for up to US$60,000,000, including US$30,000,000 in cash at closing and additional contingent consideration. This mine sale, set against heightened safe-haven demand for silver amid geopolitical and macroeconomic tensions, highlights how the company is reshaping its asset base to focus capital on higher-priority projects. Against this backdrop of record silver prices, we'll...
NYSE:UVV
NYSE:UVVTobacco

Does Universal’s SBTi‑Aligned Sustainability Push Reshape the Bull Case For Universal (UVV)?

Universal Corporation recently released its 2025 Sustainability Report, outlining gains in renewable electricity usage, greenhouse gas emissions reduction, water stewardship, and expanded support for more than 200,000 contracted tobacco farmers during fiscal 2025. The report’s approval of Science Based Targets initiative pathways for near-term, long-term, and net-zero goals marks a material step in aligning Universal’s operations with increasingly stringent customer and regulatory...
NYSE:PL
NYSE:PLProfessional Services

Planet Labs PBC (PL) Valuation Check After Swedish Armed Forces Contract And Rapid Share Price Gains

Planet Labs PBC (PL) just secured a multi year, low nine figure contract with the Swedish Armed Forces to provide satellites and space based data solutions for national security, its third satellite services deal in twelve months. See our latest analysis for Planet Labs PBC. That Swedish Armed Forces deal lands on top of a packed news calendar, including recent government and conference appearances, and seems to align with strong momentum, with a 30 day share price return of 48.09% and a very...
XTRA:FRE
XTRA:FREHealthcare

Assessing Fresenius SE KGaA (XTRA:FRE) Valuation After New Cell Therapy Agreement With TQ Therapeutics

Fresenius SE KGaA (XTRA:FRE) is drawing fresh attention after Fresenius Kabi agreed an exclusive cell selection technology license with TQ Therapeutics, targeting wider access to cell and gene therapies and potential expansion of its treatment toolkit. See our latest analysis for Fresenius SE KGaA. The collaboration around cell and gene therapies comes as Fresenius SE KGaA’s €51.98 share price sits on a 10.10% 3 month share price return and a 50.36% 1 year total shareholder return. This...
NYSE:SLB
NYSE:SLBEnergy Services

Is SLB (SLB) Offering Value After Recent Share Price Gains And DCF Upside Potential

If you are wondering whether SLB is priced attractively right now, you are not alone. Many investors are asking if the current share price lines up with the underlying value of the business. SLB shares last closed at US$46.97, with returns of 10.9% over 7 days, 20.7% over 30 days, 16.8% year to date, 19.2% over 1 year and a 106.3% gain over 5 years, set against an 11.4% decline over 3 years that may still be in the back of some holders' minds. Recent coverage has focused on SLB's role as a...
TSE:3498
TSE:3498Real Estate

Kasumigaseki Capital (TSE:3498) Q1 Revenue Growth Challenges Premium Valuation Narratives

Kasumigaseki CapitalLtd (TSE:3498) opened its Q1 2026 scorecard with revenue of ¥28.5b and basic EPS of ¥98.74, against a backdrop where the latest twelve month figures show revenue of ¥109.7b and basic EPS of ¥515.94. The company has seen quarterly revenue move from ¥16.9b in Q1 2025 to ¥28.5b in Q1 2026, while basic EPS over the same quarters went from ¥62.32 to ¥98.74. This sets up the current release against a period of solid top line and per share profit expansion. With a net profit...
OTCPK:QEPC
OTCPK:QEPCConsumer Durables

Q.E.P (OTCPK:QEPC) Net Margin Holds At 6.3% And Tests Bullish Profitability Narrative

Q.E.P (QEPC) has put another quarter on the board, with Q3 2026 revenue of US$59.1 million and basic EPS of US$1.08, while trailing 12 month EPS sits at US$4.56 on revenue of US$235.0 million and net income of US$14.8 million. Over recent quarters the company has seen revenue move between US$56.7 million and US$62.6 million and quarterly EPS range from US$1.03 to US$1.41. This gives investors a clearer view of how earnings power translates into the current 6.3% net margin. Overall, the latest...