U.S. Banks Stock News

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,...

Intuitive Machines, a specialist in lunar landers and rovers, has already completed two lunar missions for NASA and is preparing its IM-3 mission under a long-term Commercial Lunar Payload Services contract, while also securing work on lunar terrain vehicles, near-space network services, and lunar logistics solutions. The recent acquisition of Lanteris Space Systems marks a shift toward becoming a one-stop space transportation services provider, expanding Intuitive Machines’ role across more...

Immunocore Holdings plc announced that Executive Vice President of Research and Development Dr. David Berman will leave on February 27, 2026, and the company will promote Chief Medical Officer Dr. Mohammed Dar and Head of Regulatory Sciences Mark Moyer to expanded Executive Vice President roles instead of hiring a direct replacement. This shift concentrates clinical development and regulatory leadership in long-tenured internal executives who have already guided KIMMTRAK® and multiple other...

Bank of New York Mellon Corporation (BK) stock is back in focus after BNY and FOMO Pay agreed to use BNY’s Virtual Reference Number solution to support same-day settlement of eligible USD cross-border payments. See our latest analysis for Bank of New York Mellon. BNY’s push into faster cross-border payments with FOMO Pay comes on top of fresh marketing and client initiatives, including a new Formula 1 partnership and recent leadership changes. It also coincides with a 90-day share price...

In January, KeyBanc revised its view on Revolve Group after management emphasized progress on tariff mitigation, assortment diversification, and improving profitability. Management also highlighted broader use of artificial intelligence across design and back-office operations, aiming to speed decisions and reduce costs throughout the business. Next, we will examine how Revolve Group’s expanded use of artificial intelligence could influence its broader investment narrative. Capitalize on...

Why Sezzle’s CFO transition is drawing investor attention Sezzle (SEZL) has appointed Lee Brading as Chief Financial Officer, effective February 1, 2026, succeeding retiring CFO Karen Hartje. Hartje will stay on as a consultant to support continuity. See our latest analysis for Sezzle. Investors appear to be reacting to the CFO transition and Sezzle’s recent execution, with a 1-day share price return of 13.76% lifting the stock to US$67.71. This comes alongside a 1-year total shareholder...

Mid-America Apartment Communities has reported past fourth-quarter and full-year 2025 results showing slightly higher sales of US$555.56 million for the quarter and US$2.21 billion for the year, but meaningfully lower net income of US$57.57 million and US$446.91 million respectively versus the prior year. Alongside earnings, the company entered into a past US$53 million class action settlement agreement and outlined 2026 diluted EPS guidance of US$4.11 to US$4.47, while also completing a...

Earlier this month, Palantir Technologies reported fourth-quarter 2025 results showing revenue of US$1.41 billion and net income of US$608.68 million, alongside full-year 2025 revenue of US$4.48 billion and net income of US$1.63 billion, and issued 2026 guidance calling for revenue between US$7.18 billion and US$7.20 billion with GAAP profitability in every quarter. At the same time, Cognizant announced a partnership to embed Palantir’s Foundry and Artificial Intelligence Platform into its...

Korn Ferry recently announced it has become a Founding Partner and the Official Talent & Organizational Consulting Partner of the LA28 Olympic and Paralympic Games, working with LA28 and Team USA to hire, onboard, and develop a nearly 5,000-person workforce. This partnership gives Korn Ferry a rare opportunity to showcase its full talent and leadership consulting capabilities on one of the world’s most visible stages. We’ll now examine how Korn Ferry’s LA28 partnership, particularly its role...

Skyworks Solutions recently reported past first-quarter 2026 results showing sales of US$1,035.4 million and net income of US$79.2 million, alongside confirming a US$0.71 per-share dividend and completing a US$837.68 million buyback of 12,695,909 shares announced in February 2025. The company also issued March-quarter revenue guidance of US$875 million to US$925 million, highlighting resilient Broad Markets demand even as Mobile is expected to decline sequentially in line with historical...

Acadian Asset Management Inc.'s ( NYSE:AAMI ) dividend will be increasing from last year's payment of the same period...

NBT Bancorp Inc. reported past fourth-quarter 2025 results with net interest income of US$135.44 million and net income of US$55.51 million, alongside a higher full-year 2025 profit versus 2024 and announced a first-quarter 2026 dividend of US$0.37 per share. The board’s decision to lift the quarterly dividend for a thirteenth consecutive year, alongside ongoing share repurchases, highlights a continued emphasis on shareholder returns. Next, we’ll examine how this earnings improvement and...

RXO (RXO) shares are reacting to a busy update, as the freight broker reported a wider fourth quarter loss and a revenue decline, along with a new US$450 million asset based revolving credit facility and a US$12 million goodwill impairment. See our latest analysis for RXO. Despite the softer freight backdrop and the larger fourth quarter loss, RXO's recent momentum has been strong, with a 90 day share price return of 38.75% and a year to date share price return of 31.62%. However, the 1 year...

MDU Resources Group recently reported its fourth-quarter and full-year 2025 results, showing relatively steady sales alongside higher quarterly net income, while full-year earnings per share declined even as continuing operations earnings per share edged higher. The company also issued 2026 earnings guidance of US$0.93 to US$1.00 per share and highlighted large capital investments, including a 49% stake in the Badger Wind Farm, which helped drive a 16% increase in its utility rate base and...

CNA Financial Corporation has recently raised its regular quarterly cash dividend by 4% to US$0.48 per share and announced a US$2.00 per share special dividend, both payable on March 12, 2026 to stockholders of record on February 23, 2026. This combination of a higher recurring payout and a sizable one-time distribution highlights how management is choosing to return capital to shareholders ahead of its upcoming earnings release. We will now explore how the increased regular dividend and...

In early January 2026, Teleflex announced the immediate departure of Liam Kelly as Chairman, President, and CEO, prompting scrutiny of its leadership transition and corporate direction. Soon after, law firm Pomerantz LLP disclosed an investigation into potential securities fraud and unlawful business practices at Teleflex, sharpening investor focus on governance and disclosure practices. We’ll explore how the sudden CEO departure and related securities investigation could reshape...

Those following along with Galaxy Digital Inc. ( NASDAQ:GLXY ) will no doubt be intrigued by the recent purchase of...

WEC Energy Group, Inc.'s ( NYSE:WEC ) dividend will be increasing from last year's payment of the same period to...

Whirlpool Corporation's ( NYSE:WHR ) stock didn't jump after it announced some healthy earnings. We did some digging...

Investors were disappointed with The Boeing Company's ( NYSE:BA ) earnings, despite the strong profit numbers. We think...

McGrath RentCorp (MGRC) is in focus after the board named Executive Vice President and COO Philip B. Hawkins as the next President and CEO, along with plans to expand the board to seven directors. See our latest analysis for McGrath RentCorp. At a share price of $119.43, McGrath RentCorp has seen a 10.25% 1 month share price return and a 16.15% 3 month share price return, while its 5 year total shareholder return of 63.85% indicates longer term compounding. This suggests that recent momentum...

Why Steve Turner’s Appointment Matters for SLM (NasdaqGS:SLM) SLM (NasdaqGS:SLM) has appointed Steve Turner as Chief Technology and Enablement Officer, putting a veteran of Bank of America and Walgreens in charge of technology architecture, IT innovation, data, and security. For investors, this move points to a stronger internal focus on digital execution, data capabilities, and risk controls across Sallie Mae’s private education lending and deposit platform, without immediately changing the...

Hub Group, Inc. has delayed finalizing its 2025 financial results after uncovering a US$77 million understatement of purchased transportation expenses, prompting restatements for the first three quarters of 2025 and a review of prior years. At the same time, the company reaffirmed 2025 revenue guidance of about US$3.70 billion and outlined a 2026 revenue range of US$3.65 billion to US$3.95 billion, underscoring its focus on operational performance despite the accounting issue. With this...

Dividend decision and operational updates at Herc Holdings Herc Holdings (HRI) has attracted fresh attention after reporting 30% growth in equipment rental revenue and 35% growth in total revenue, reaffirming full year guidance and advancing its H&E Equipment Services integration. See our latest analysis for Herc Holdings. Herc Holdings' recent quarterly update, dividend declaration and upcoming conference appearances have coincided with a 4.64% 1 day share price return and 20.36% 7 day share...