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Fresh earnings put Niterra (TSE:5334) in focus Niterra (TSE:5334) is back on investors’ radar after reporting nine month earnings to December 31, 2025, with sales of ¥526,055 million and net income of ¥83,551 million, alongside higher basic EPS from continuing operations. See our latest analysis for Niterra. The recent earnings update lands after a strong 1 year total shareholder return of 52.47%, while the share price has eased year to date with a 3.30% decline. This suggests that momentum...

Ares Management reported past fourth-quarter 2025 results showing revenue rising to US$1,504.92 million from US$1,259 million a year earlier, while net income fell to US$54.25 million from US$177.32 million, alongside a higher common dividend and preferred dividend declarations for early 2026. Management highlighted record 2025 fundraising and assets under management above US$622 billion, supporting a 20% year-on-year increase in the first-quarter 2026 common dividend and reinforcing its...

Karooooo’s subsidiary Cartrack recently partnered with Schmitz Cargobull to integrate TrailerConnect® telematics data into Cartrack’s fleet management platform, giving transport operators real-time trailer visibility without new hardware installation. This collaboration deepens Cartrack’s role in logistics by consolidating temperature, location, route, and load-condition data to help improve efficiency, compliance, and safety for transport operators. We’ll examine how this enhanced real-time...

DICK'S Sporting Goods recently closed its Moosejaw stores, folding the acquired outdoor retailer into its Public Lands format while also cutting back the Public Lands store count. This consolidation marks a broad reset of the company’s outdoor footprint, highlighting management’s willingness to rethink underperforming concepts and reallocate resources. We’ll now examine how this reset of DICK’S outdoor footprint, including Moosejaw closures and fewer Public Lands stores, shapes its...

Loews Corporation has reported its fourth-quarter and full-year 2025 results, with revenue rising to US$4,734 million for the quarter and US$18.45 billion for the year, while net income reached US$402 million for the quarter and US$1.67 billion for the year. Basic earnings per share from continuing operations increased to US$1.94 in the fourth quarter and US$7.97 for 2025, highlighting the impact of robust insurance operations and disciplined capital allocation across the group’s diversified...

Contract-driven interest in Elbit Systems stock Elbit Systems (TASE:ESLT) has attracted fresh investor attention after General Dynamics Ordnance and Tactical Systems awarded it a US$228 million, three year contract for the Iron Fist Active Protection System. See our latest analysis for Elbit Systems. At a share price of ₪2,100.4, Elbit Systems has seen strong momentum over the past year, with a 90 day share price return of 34.9% and a 1 year total shareholder return of 94.38%. This suggests...

Estée Lauder Companies (EL) is back in focus after its latest earnings update, where stronger profitability and a raised outlook were accompanied by cautious guidance for fiscal 2026 and a planned $100 million tariff hit. See our latest analysis for Estée Lauder Companies. The latest earnings release and cautious fiscal 2026 guidance triggered a sharp reset in expectations, with the stock dropping heavily around the announcement and posting a 7 day share price return of a 16.24% decline, even...

Swedbank (OM:SWED A) has paired softer 2025 results with a fresh capital return package, combining a new share buyback program, a proposed ordinary dividend and an additional special dividend. See our latest analysis for Swedbank. Those capital return plans and softer 2025 earnings have come against a strong backdrop for investors, with Swedbank’s share price up 8.42% over the last month and its 1 year total shareholder return at 56.89%, building on a 3 year total shareholder return of...

Becton, Dickinson and Company reported first-quarter 2026 results on February 9, 2026, with sales rising to US$5,252 million and net income reaching US$382 million, lifting both basic and diluted earnings per share from continuing operations to US$1.34. Alongside the earnings release, BD affirmed its quarterly dividend of US$1.05 per share and announced a US$250 million share repurchase program, while advancing a recycling feasibility study with Envetec that converts regulated plastic waste...

Recent performance snapshot for Gold.com (GOLD) Gold.com (GOLD) has drawn fresh attention after a strong recent run, with the share price at $55.32 and double digit returns over the past week, month and past 3 months catching investor interest. See our latest analysis for Gold.com. The recent 1 day share price return of 9.87% and 30 day share price return of 41.85% sit alongside a 1 year total shareholder return of 98.57%. This points to strong momentum that has built over both shorter and...

O'Reilly Automotive recently reported its fourth-quarter and full-year 2025 results, with sales rising to US$4.41 billion for the quarter and US$17.78 billion for the year, alongside higher net income and earnings per share compared with 2024. Alongside these results, the company paired cautious 2026 guidance and rising healthcare, self-insurance, and legal costs with continued aggressive store expansion and share repurchases. Next, we’ll examine how O’Reilly’s solid earnings, conservative...

Toyota Motor reported earnings for the nine months ended December 31, 2025, with revenue rising to ¥38.09 trillion while net income and earnings per share from continuing operations declined versus a year earlier, and the company updated its full‑year guidance to reflect both tariff headwinds and higher‑than‑previously expected operating income. At the same time, Toyota approved a leadership overhaul effective April 1, 2026, with Chief Financial Officer Kenta Kon promoted to president and...

Leadership change and what it could mean for Old National Bancorp (ONB) investors Old National Bancorp (ONB) has created a new Chief Revenue Enablement Officer role and appointed banking veteran Joe Chasteen, putting fresh attention on organic growth, disciplined sales processes, and enterprise-wide execution. See our latest analysis for Old National Bancorp. The leadership news lands at a time when momentum in Old National Bancorp’s share price has been firming, with a 23.3% 90 day share...

Why Covista’s rebrand matters for Adtalem shareholders Adtalem Global Education (ATGE) is in the middle of a visible shift, formally adopting the Covista name and updating its corporate charter, bylaws, and registered agent as it leans into a healthcare focused identity. This name change lines up with a coming Investor Day and a planned ticker switch to CVSA, giving investors a fresh lens on how the company sees its role in addressing documented healthcare workforce needs. See our latest...

Hyatt Hotels (H) is in focus after agreeing to a US$1.25m settlement with the Texas Attorney General over online pricing disclosures, as regulators push hotels to show all mandatory fees upfront to consumers. See our latest analysis for Hyatt Hotels. The pricing settlement comes at a time when Hyatt’s share price has been somewhat choppy. A recent 1-day share price return of 1.96% and a 7-day share price return of 5.15% contrast with a 30-day share price return showing a 3.16% decline. Over a...

Altus Group announced that it will release its fourth-quarter and full-year 2025 results on February 19, 2026, with Chair and CEO Mike Gordon and CFO Pawan Chhabra hosting a conference call to discuss the performance. Investors are weighing a cautious outlook that highlights weakness in transaction-related revenues against continued investment in cloud-based valuation and analytics platforms, as the company pivots further toward recurring, subscription-driven software income. We’ll now...

In early February 2026, Huntington Bancshares announced it will outsource its US$28.00 billion wealth management business to Ameriprise, while also adding three former Cadence Bank directors to its board and filing a shelf registration for 19,157,972 ESOP-related common shares worth about US$334.88 million. This combination of outsourcing, board refreshment following the Cadence merger, and employee-share offering signals a meaningful reshaping of Huntington’s business mix and governance...

Zions Bancorporation National Association (ZION) has been active on the capital front, issuing $500 million of fixed to floating senior notes, authorizing up to $75 million in share repurchases, and affirming regular quarterly dividends. See our latest analysis for Zions Bancorporation National Association. The recent capital moves come as momentum has been building in the share price, with a 7-day share price return of 7.05%, a 90-day share price return of 23.96%, and a 1-year total...

On January 30, 2026, Zillow Group entered into a new US$500 million revolving credit facility that can be increased by US$250 million, while a recent federal court ruling allowed the company to maintain its ban on certain private home listings in its platform policies. This combination of enhanced financial flexibility and legal backing for Zillow’s listing rules directly affects how the company balances growth, risk, and competitive positioning in U.S. residential real estate. We’ll now...

Symbotic Inc. recently reported first-quarter fiscal 2026 results, with revenue rising to US$629.99 million and net income improving to US$2.6 million, lifting earnings per share from a loss to US$0.02. The company also issued second-quarter revenue guidance of US$650 million to US$670 million and highlighted expanding high-profile partnerships, including with Walmart and SoftBank, that are reshaping its automated logistics footprint. We’ll now examine how Symbotic’s shift to profitability,...

Credit Acceptance reported past fourth-quarter 2025 results with revenue of US$579.9 million, net income of US$122 million, and diluted earnings per share from continuing operations of US$10.99, alongside meaningful share repurchases under two buyback programs. The company coupled this financial update with leadership transitions and highlighted investments in artificial intelligence and a new digital contract origination platform aimed at improving dealer and customer experience. Next,...

ROHM Co., Ltd. has reported past nine‑month results to December 31, 2025, with sales rising to ¥369,515 million and net income reaching ¥14,822 million, lifting both basic and diluted earnings per share versus a year earlier. Alongside these stronger earnings, ROHM recently introduced its BD9xxN5 Series LDO regulator ICs using Nano Cap (TM) technology, highlighting product innovation aimed at higher‑density automotive, industrial, and communications power supply applications. We’ll now...

Agree Realty (ADC) just announced a higher monthly cash dividend of $0.262 per common share, representing a 3.6% annualized increase and highlighting its focus on income for shareholders. See our latest analysis for Agree Realty. The dividend increase comes as Agree Realty’s share price sits at $74.74, with a 7-day share price return of 5.21% and a 30-day share price return of 6.00%. The 1-year total shareholder return of 7.06% and 5-year total shareholder return of 42.05% suggest momentum...

In early February 2026, Relay Therapeutics announced that the FDA granted Breakthrough Therapy designation to zovegalisib (RLY-2608) plus fulvestrant for adults with PIK3CA‑mutant HR+/HER2‑ locally advanced or metastatic breast cancer after progression on CDK4/6 inhibitor treatment. This designation, supported by Phase 1/2 ReDiscover trial data across a broad range of PIK3CA mutations and dosing regimens, gives Relay closer FDA engagement and an expedited development path for its breast...