Latest News

Stay up to date with the latest stock market news from around the world. From breaking news written by our finance analysts to event-driven market news on a global scale.

TSX:IFC
TSX:IFCInsurance

Assessing Intact Financial (TSX:IFC) Valuation After Earnings Beat Dividend Hike And New Buyback

Intact Financial (TSX:IFC) is back in focus after reporting full year 2025 results, lifting its common dividend again, and approving a fresh share buyback for up to 3% of outstanding shares. See our latest analysis for Intact Financial. Despite the earnings beat, dividend increase and new buyback, Intact Financial's recent share price momentum has softened, with a 30 day share price return of 3.64% decline and year to date share price return of 8.69% decline. However, the 5 year total...
NYSE:GPK
NYSE:GPKPackaging

Graphic Packaging (GPK) Is Down 7.5% After Weaker 2025 Results and Cautious 2026 Outlook - What's Changed

In early February 2026, Graphic Packaging Holding reported full-year 2025 results showing sales of US$8.62 billion and net income of US$444 million, both lower than the prior year, alongside 2026 net sales guidance of US$8.4 billion to US$8.6 billion and confirmation of no recent activity under one approved buyback program. The earnings release also highlighted operational and demand pressures, including overcapacity in certain paperboard grades and subdued volumes from consumer packaged...
NYSE:RNR
NYSE:RNRInsurance

RenaissanceRe Extends Dividend Streak And Buybacks As Valuation Stays Low

RenaissanceRe Holdings (NYSE:RNR) has announced its thirty-first consecutive annual dividend increase. The Board has also renewed and expanded the company’s authorized share repurchase program. These decisions come as the company’s share price stands at $310.9 following a 34.1% 1 year return. For investors watching NYSE:RNR, the new dividend increase and larger buyback authorization arrive following recent share performance. The stock is at $310.9, with a 15.1% gain over the past 30 days...
NYSEAM:GROY
NYSEAM:GROYMetals and Mining

Should Bullish Analyst Views on Brazilian Royalties Require Action From Gold Royalty (GROY) Investors?

In recent days, research firms Scotiabank and Maxim Group issued upbeat assessments of Gold Royalty Corp, highlighting the company’s strengthening fundamentals and portfolio development following its latest royalty acquisitions in Brazil. These reports point to growing confidence in Gold Royalty’s ability to convert its expanding royalty base and recent revenue momentum into longer-term cash flow growth. We’ll now explore how this renewed analyst confidence, particularly around the Brazilian...
NYSE:FOUR
NYSE:FOURDiversified Financial

Shift4 Payments (FOUR) Simplifies Governance Structure – What Does It Reveal About Its Long-Term Strategy?

Shift4 Payments recently completed a major corporate simplification, collapsing its multi-class share structure into a single Class A share class, eliminating super-voting rights and its controlled company status, and assuming tax receivable obligations previously tied to founder Jared Isaacman. By waiving an estimated US$440 million of future Tax Receivable Agreement payments and concentrating voting power with public shareholders, the company has materially reshaped its governance profile...
ENXTPA:RF
ENXTPA:RFDiversified Financial

Reassessing Eurazeo (ENXTPA:RF) Valuation After Prolonged Share Price Weakness

Why Eurazeo Is On Investors’ Radar Today Eurazeo (ENXTPA:RF) has attracted attention after a period of weak share performance. With the price around €49.32 and negative returns over the past year, some investors are reassessing its valuation and portfolio exposure. See our latest analysis for Eurazeo. Recent trading has been soft, with a 30 day share price return of 6.24% decline and a 90 day share price return of 10.97% decline, while the 1 year total shareholder return of 35.66% loss points...
HLSE:OMASP
HLSE:OMASPBanks

Oma Säästöpankki Oyj (HLSE:OMASP) Margin Compression Reinforces Bearish Earnings Narrative

Oma Säästöpankki Oyj (HLSE:OMASP) has wrapped up FY 2025 with fourth quarter revenue of €43.33 million and basic EPS of €0.30, while trailing twelve month revenue stands at €174.30 million and EPS at €1.19. Over recent periods the bank has seen quarterly revenue move between €37.75 million and €50.84 million with EPS ranging from €0.07 to €0.55, and the latest results now put the spotlight on how much of that top line is converting into profit as margins soften compared with last year. For...
NYSE:DAN
NYSE:DANAuto Components

New Dana CEO Appointment And Board Changes Test Valuation And Momentum

Dana (NYSE:DAN) has appointed Byron Foster as the next Chief Executive Officer, effective July 1. The leadership transition includes changes to the company’s board composition. The new CEO will also serve as President, reshaping Dana’s top executive structure. Dana (NYSE:DAN) operates in the automotive and commercial vehicle components space, supplying driveline and related technologies to global manufacturers. Leadership changes at a company like this can affect how it allocates capital,...
ASX:BRG
ASX:BRGConsumer Durables

Breville Group (ASX:BRG) Margin Slippage Tests Bullish Growth Narratives After H1 2026 Results

Breville Group (ASX:BRG) has posted H1 2026 revenue of A$1.1b and basic EPS of A$0.68, with net income (excluding extra items) at A$98.2m setting the tone for its latest earnings season update. The company has seen half year revenue move from A$997.5m in H1 2025 to A$1.1b in H1 2026, while basic EPS has held at around A$0.68 over the same period. This gives investors a clear read on how top line scale and per share earnings are tracking into the new fiscal year. With a trailing net profit...
OM:AMBEA
OM:AMBEAHealthcare

Ambea (OM:AMBEA) Net Margin At 4.1% Reinforces Bearish Balance Sheet Narrative

Ambea (OM:AMBEA) has wrapped up FY 2025 with Q4 revenue of SEK4.4b and basic EPS of SEK1.56, against a trailing twelve month EPS of SEK7.95 on revenue of SEK16.2b. This frames the latest quarter in the context of a full year of consistent operations. Over recent periods the company has seen quarterly revenue move from SEK3.6b in Q1 2025 to SEK4.1b in Q3 2025 and then SEK4.4b in Q4 2025, while basic EPS has ranged from SEK1.13 to SEK3.83 across those quarters. This gives investors a clearer...
NasdaqGS:FLEX
NasdaqGS:FLEXElectronic

Flex Raises Guidance As AI And Data Center Shift Reshapes Outlook

Flex highlighted strong demand in its data center and industrial segments in its latest Q4 update. Management raised full year guidance, pointing to a focus on AI, automation, and higher value product offerings. The company indicated a shift toward AI driven solutions and complex manufacturing for data center and industrial customers. For investors watching NasdaqGS:FLEX, the latest update comes with the stock at about $62.6 and a very large 3 year return, suggesting the share price has...
HLSE:RAUTE
HLSE:RAUTEMachinery

Raute Oyj (HLSE:RAUTE) Margin Resilience Challenges Cautious Earnings Narratives

Raute Oyj (HLSE:RAUTE) closed out FY 2025 with fourth quarter revenue of €36.2 million and basic EPS of €0.59, alongside net income of €3.6 million, setting a clear snapshot of how the year ended. Over the past few quarters, the company has seen revenue move from €51.9 million and EPS of €0.70 in Q1 2025 to €43.8 million with EPS of €0.20 in Q2, then €43.7 million with EPS of €0.66 in Q3 before landing at the latest Q4 figures, giving investors a full view of how the top and bottom line have...
BME:MAP
BME:MAPInsurance

Mapfre (BME:MAP) Margin Improvement To 4.8% Challenges Persistent Bearish Narratives

Mapfre (BME:MAP) has wrapped up FY 2025 with fourth quarter revenue of €4.4b and net income of €303.6m, adding to a trailing twelve month performance that includes revenue of €23.5b and net income of €1.1b alongside EPS of €0.37. Over the past year the company has seen revenue move from €29.2b to €23.5b on a trailing basis, while net income has shifted from €967.5m to €1.1b and EPS has gone from €0.32 to €0.37. This sets up a results season in which investors will be weighing that earnings...
ENXTAM:HEIA
ENXTAM:HEIABeverage

Is Heineken (ENXTAM:HEIA) Pricing Look Interesting After Recent Share Price Strength

If you are wondering whether Heineken at around €78 a share still offers value, the key question is how its current price compares with what the business might reasonably be worth. The stock has recently been firm, with returns of 6.0% over the last 7 days, 14.4% over the last 30 days, 13.2% year to date, and 0.8% over the last year. However, the 3 year and 5 year returns of negative 12.9% and negative 1.0% show a much flatter longer term picture. Recent news around Heineken has focused on...
NYSE:GEO
NYSE:GEOCommercial Services

Founder Returns As GEO Group Activates US$520m Contracts And Seeks Value

GEO Group (NYSE:GEO) has announced a major CEO transition as founder Dr. George C. Zoley returns to lead the company. The change follows what the company describes as record new business wins and the largest facility expansion in its history. New or expanded contracts are tied to approximately $520 million in annualized revenue and the activation of five major facilities. GEO Group operates correctional, detention, and community reentry facilities, so leadership changes can matter for how...
OB:ENTRA
OB:ENTRAReal Estate

Entra (OB:ENTRA) One Off Gain Lifts Profitability And Complicates Bullish Narratives

Entra (OB:ENTRA) has wrapped up FY 2025 with fourth quarter revenue of NOK 780 million and basic EPS of NOK 1.89, rounding out a year in which quarterly revenue stayed in a tight NOK 762 million to NOK 780 million band and EPS ranged from NOK 1.02 to NOK 2.18. The company has seen revenue move from NOK 756 million in Q4 2024 to NOK 780 million in Q4 2025, while basic EPS shifted from NOK 3.18 in Q4 2024 to NOK 1.89 in Q4 2025. This sets up a year where investors are likely to focus on how...
BME:VIS
BME:VISFood

Viscofan (BME:VIS) Valuation Check After Recent Share Buyback Activity

Why Viscofan’s latest buyback may matter for shareholders Viscofan (BME:VIS) recently repurchased 43,228 shares under its ongoing buyback programme. This move highlights active capital management and could slowly reshape the company’s shareholder base. This kind of regulated buyback activity can influence metrics such as earnings per share over time. It can also offer investors a clearer view of how management thinks about Viscofan’s financial position and long term value creation. See our...
TSX:T
TSX:TTelecom

Telus (TSX:T) Margin Improvement Tests Bullish Profitability Narratives

TELUS (TSX:T) has put fresh numbers on the table for FY 2025, with third quarter revenue at CA$5.1b and basic EPS of CA$0.32 alongside net income of CA$493m as investors weigh the latest move in margins. The company has seen quarterly revenue move between CA$4.9b and CA$5.3b over the past six reported periods, while basic EPS has ranged from roughly CA$0.00 to CA$0.32. This sets a clear backdrop for how current earnings fit within its recent history. With net profit margins now sitting above...
OM:YUBICO
OM:YUBICOSoftware

Yubico (OM:YUBICO) Net Margin Compression Challenges Bullish Growth Narratives

Yubico (OM:YUBICO) FY 2025 earnings snapshot Yubico (OM:YUBICO) has wrapped up FY 2025 with Q4 revenue of 548.3 million SEK and basic EPS of 0.04 SEK, setting the tone for a year where trailing 12 month revenue came in at 2.2 billion SEK and basic EPS was 1.49 SEK. The company has seen quarterly revenue move between 499.1 million SEK and 623.1 million SEK over the past year, with basic EPS ranging from 0.04 SEK to 0.74 SEK. Trailing 12 month EPS and net income have tracked alongside 12 month...
NYSE:HAL
NYSE:HALEnergy Services

Halliburton (HAL) Valuation Check As Nuclear Waste Disposal Project Expands Future Opportunity Set

Why Halliburton’s nuclear waste project is catching investor attention Halliburton (HAL) is stepping into nuclear waste disposal through a multi year deep borehole demonstration program with Deep Isolation and partners. This move could reshape how investors think about its long term opportunity set. See our latest analysis for Halliburton. Alongside the nuclear waste project and recent corporate moves such as a shelf registration and new board committee appointments, Halliburton’s 90 day...