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OM:HOLM B
OM:HOLM BForestry

Holmen (OM:HOLM B) Valuation Check After Resilient Earnings And Higher Dividend Proposal

Q4 and Dividend Proposal at a Glance Holmen (OM:HOLM B) caught investors' attention after reporting fourth quarter and full year 2025 results alongside a proposed increase in its ordinary dividend from SEK 9 to SEK 9.5 per share. The company reported fourth quarter sales of SEK 5,183 million compared with SEK 5,513 million a year earlier, while net income was SEK 581 million versus SEK 558 million. Basic earnings per share from continuing operations were SEK 3.8 compared with SEK 3.5. For the...
NasdaqGS:STBA
NasdaqGS:STBABanks

Is Dividend Hike, Buyback And Expansion Altering The Investment Case For S&T Bancorp (STBA)?

In late January 2026, S&T Bancorp’s board approved a US$0.36 per share quarterly cash dividend, modestly higher than the prior year, alongside reporting fourth-quarter 2025 results showing higher net interest income and earnings. The company paired this with a new US$100 million share repurchase authorization and ongoing branch expansion in Pittsburgh, underscoring management’s emphasis on capital returns while still investing in growth. Next, we’ll examine how the stronger net interest...
NYSE:TME
NYSE:TMEEntertainment

Will ONECEAD Joint Venture Deepen Tencent Music Entertainment Group's (TME) Role in Asian Entertainment IP?

JYP Entertainment’s Chinese subsidiary JYP China recently announced the launch of ONECEAD, a joint venture with CJ ENM and Tencent Music Entertainment Group, focused on artist management, music production, concerts, and merchandise, including oversight of the global boy group Modyssey and expansion in the Greater China region. The partnership gives Tencent Music a deeper role in originating and managing music IP beyond its core platforms, potentially enhancing its influence across the...
NYSE:MHO
NYSE:MHOConsumer Durables

Is Slower Earnings and Share Buybacks Altering The Investment Case For M/I Homes (MHO)?

M/I Homes, Inc. reported past fourth-quarter and full-year 2025 results showing revenue of US$1,147.31 million and US$4,417.78 million, respectively, alongside lower net income and earnings per share than the previous year. The company also completed a share repurchase of 230,944 shares for US$30.37 million, highlighting ongoing capital return even as profitability softened. We will now examine how the earnings slowdown and completed buyback program shape M/I Homes’ investment narrative for...
NYSE:BBY
NYSE:BBYSpecialty Retail

Assessing Best Buy (NYSE:BBY) Valuation After Prolonged Share Price Weakness

What recent returns say about Best Buy (BBY) now Best Buy (BBY) has seen its share price under pressure, with a 6% decline over the past month and an 18% drop in the past 3 months. This has raised fresh questions for investors. See our latest analysis for Best Buy. While the recent 30 day share price return of 5.9% decline and 90 day share price return of 18% decline point to fading momentum, the 1 year total shareholder return of 18.1% decline and 5 year total shareholder return of 31.6%...
ENXTPA:IVA
ENXTPA:IVABiotechs

Does Inventiva (ENXTPA:IVA) Have the Funding Base to Sustain Its Lanifibranor Ambitions?

Recently, Barclays initiated coverage on Inventiva with an Overweight rating, while H.C. Wainwright reiterated its positive stance following a Keystone Obesity Conference presentation on a next-generation conjugate linked to lead candidate lanifibranor and the company’s announcement of a US$172.5 million equity financing to support its NATiV3 Phase 3 trial. Together, the supportive analyst views, external scientific validation, and fresh funding illustrate how Inventiva is working to advance...
NasdaqGS:JBLU
NasdaqGS:JBLUAirlines

Will JetBlue’s (JBLU) Jet Forward Profitability Push Amid Wider Losses Change Its Investment Narrative?

In late January 2026, JetBlue Airways reported fourth-quarter 2025 results showing revenue of US$2,244 million and a widened net loss of US$177 million, while issuing guidance for 2026 that includes a 0.5% to 3.5% decline in first-quarter Available Seat Miles and up to a 5% decline in full-year RASM. Despite ongoing losses, JetBlue highlighted that its Jet Forward transformation delivered US$305 million of incremental EBIT in 2025, with a further US$310 million targeted for 2026 and a goal...