U.S. Banks Stock News

NYSE:FAF
NYSE:FAFInsurance

Is First American Financial (FAF) Pricing Reflect Housing And Interest Rate Uncertainty?

If you are wondering whether First American Financial at around US$64.06 is offering good value or asking too much, you are in the right place for a clear look at what the current price really implies. The stock has seen a 1.5% decline over the last 7 days, while returns over 30 days, year to date, 1 year, 3 years and 5 years stand at 3.2%, 4.9%, 3.9%, 11.7% and 39.5% respectively. This gives some context for how the market has been reassessing it over different time frames. Recent coverage...
NYSE:ATO
NYSE:ATOGas Utilities

Is Atmos Energy (ATO) Pricing In Its Regulated Utility Growth Story?

If you are wondering whether Atmos Energy at around US$166 is still a sensible entry or hold for you, the key question is how that price compares with the company’s underlying value. The stock has been relatively steady in the short term, with a 0.4% return over the last 7 days and a 1.5% decline over the last 30 days. The 1 year and 5 year returns of 18.9% and 112.1% provide a longer track record that many investors will be thinking about. Recent news coverage has largely focused on Atmos...
NYSE:COLD
NYSE:COLDIndustrial REITs

Does Americold’s New CFO And Governance Shift Reframe Its Capital Allocation Story (COLD)?

Americold Realty Trust, Inc. announced a leadership reshuffle on January 26, 2026, appointing veteran real estate finance executive Christopher “Chris” Papa as Executive Vice President and Chief Financial Officer effective February 23, 2026, with Chief Investment Officer Scott Henderson serving as interim CFO after the departure of Jay Wells and Chief Legal Officer Nathan Harwell expanding into a combined legal and people leadership role. Beyond filling the CFO role, Americold’s decision to...
NYSE:PPL
NYSE:PPLElectric Utilities

PPL Snowstorm Resilience Highlights Grid Spending And Investor Trade Offs

PPL's grid held up during a major snowstorm, with only minimal outages reported. The company credits prior infrastructure investments for the system's performance. The event offers a real world test of NYSE:PPL's focus on reliability and resilience. For investors watching utilities, NYSE:PPL comes into this event with a share price of $36.31 and a 12.0% return over the past year. Longer term, the stock shows a 37.0% return over three years and 57.7% over five years. This track record gives...
NYSE:MRSH
NYSE:MRSHInsurance

Marsh And McLennan (MRSH) Margin Slip To 15.4% Tests Bullish Earnings Growth Narrative

Marsh & McLennan Companies (MRSH) has wrapped up FY 2025 with fourth quarter revenue of US$6.6b and basic EPS of US$1.69, alongside net income of US$821m, while the trailing twelve months show revenue of US$27.0b and EPS of US$8.47 anchoring the full year picture. The company has seen quarterly revenue move from US$6.1b in Q4 2024 to US$6.6b in Q4 2025, with basic EPS in those periods at US$1.60 and US$1.69 respectively, presenting a set of results where solid top line scale is paired with...
NasdaqCM:LQDA
NasdaqCM:LQDAPharmaceuticals

Assessing Liquidia (LQDA) Valuation After New Pulmonary Hypertension Data Plans For PVRI 2026

Liquidia (LQDA) recently announced it will share interim and open label clinical data for LIQ861, branded as YUTREPIA, and investigational L606 at the PVRI 2026 Annual Congress, giving investors fresh detail on its pulmonary hypertension pipeline. See our latest analysis for Liquidia. The PVRI 2026 data update comes after a strong run in Liquidia’s share price, with a 30 day share price return of 25.07% and a 90 day share price return of 76.77%, while the 1 year total shareholder return is...
NYSE:PII
NYSE:PIILeisure

Assessing Polaris (PII) Valuation After Recent Share Price Pullback And Conflicting Fair Value Signals

With no single headline event driving Polaris (PII) today, investors are instead focusing on the stock’s recent returns and fundamentals, including revenue of US$7,236.3m and a reported net loss of US$465.5m. See our latest analysis for Polaris. Polaris shares trade at US$64.68 after a recent 7 day share price decline of 8.8%, while the 1 year total shareholder return of 39.3% contrasts with weaker 3 and 5 year total shareholder returns that point to fading longer term momentum. If Polaris...
NYSE:ICE
NYSE:ICECapital Markets

Intercontinental Exchange Turns Reddit Chatter Into AI Market Data Opportunity

Intercontinental Exchange (NYSE:ICE) has launched Reddit Signals and Sentiment, an AI powered data suite that turns Reddit discussions into market intelligence for investors. The product is designed to translate crowdsourced conversations into near real time sentiment indicators that can be used alongside traditional financial data. The launch highlights ICE’s push to expand its data and analytics offerings beyond its core exchange and clearing services. Intercontinental Exchange operates...
NasdaqGS:HON
NasdaqGS:HONIndustrials

Honeywell International (HON) Margin Decline Tests Bullish Earnings Growth Narratives

Honeywell International (HON) closed out FY 2025 with fourth quarter revenue of US$9.8b and basic EPS of US$0.49, alongside earnings from discontinued operations of US$17m and net income excluding extra items of US$312m, setting a measured tone for the full year. Over the past six quarters, the company has seen quarterly revenue move between US$9.7b and US$10.4b, while basic EPS ranged from US$0.49 to roughly US$2.87, giving investors a clear view of how earnings power has shifted against a...
NYSE:BC
NYSE:BCLeisure

Brunswick (BC) Q4 Return To Profit Tests Bullish Earnings Recovery Narrative

Brunswick (BC) has just posted its FY 2025 numbers with Q4 revenue of US$1.3b and basic EPS of US$0.28, alongside net income from continuing operations of US$18.6m. The company has seen quarterly revenue move from US$1.15b in Q4 2024 to US$1.33b in Q4 2025, while basic EPS shifted from a loss of US$1.07 per share in Q4 2024 to a profit of US$0.28 in Q4 2025. This sets up a results season where the key question is how durable these margins look against a still loss making trailing twelve month...
NasdaqGS:PLXS
NasdaqGS:PLXSElectronic

Plexus (PLXS) TTM Earnings Surge Of 45.7% Tests Bullish Growth Narratives

Plexus (PLXS) opened fiscal Q1 2026 with revenue of US$1.1b and basic EPS of US$1.54, while trailing twelve month basic EPS stood at US$6.56 on revenue of US$4.1b, setting a clear earnings season backdrop for investors. Over the past year, the company has seen revenue move from US$3.96b to US$4.1b on a trailing basis, with basic EPS rising from US$4.08 to US$6.56, giving investors a fuller view of how the latest quarterly print fits within the recent earnings run and margin profile. See our...
NYSE:GEV
NYSE:GEVElectrical

GE Vernova (GEV) Earnings Surge And 12.8% Margin Test Rich Valuation Narratives

GE Vernova (GEV) closed out FY 2025 with Q4 revenue of US$10.96b and basic EPS of US$13.57, alongside net income excluding extra items of US$3,664m, capping a year in which trailing twelve month EPS reached US$17.96 on revenue of US$38.07b. Over the past six quarters, the company has seen quarterly revenue move from US$8,913m in Q3 2024 to US$10,558m in Q4 2024 and then to US$10,956m in Q4 2025, while basic EPS shifted from a loss of US$0.35 in Q3 2024 to US$1.75 in Q4 2024 and then to...
NasdaqGS:PTCT
NasdaqGS:PTCTBiotechs

Converging Analyst Upgrades on PTC’s Rare Disease Pipeline Might Change The Case For Investing In PTC Therapeutics (PTCT)

In recent days, Barclays upgraded PTC Therapeutics to an Overweight rating, while other brokers continued to rate the biotech as Outperform, underscoring growing analyst optimism around the company’s rare disease portfolio. This convergence of positive views, anchored in PTC’s therapies for conditions such as Duchenne muscular dystrophy and AADC deficiency, highlights how analyst sentiment can crystallize around a focused clinical pipeline. Next, we’ll examine how this strengthened analyst...
NYSE:MPT
NYSE:MPTHealth Care REITs

Medical Properties Trust Headquarters Move Adds Context To Cost And Execution Story

Medical Properties Trust (NYSE:MPW) has relocated its corporate headquarters to a new address in Alabama. The move marks an official change in the company’s primary base of operations. Medical Properties Trust focuses on investing in hospital and healthcare facilities, with tenants that operate across a range of medical services. A headquarters relocation can affect how leadership is organized, how teams work together and how resources are allocated across the portfolio. For you as an...
NasdaqCM:POET
NasdaqCM:POETSemiconductor

Assessing POET Technologies (NasdaqCM:POET) Valuation After Its Recent Follow On Offering And Shelf Registration

POET Technologies (NasdaqCM:POET) has drawn fresh attention after completing a US$150.000006 million registered direct follow on equity offering at US$7.25 per share, issuing 20,689,656 new common shares to investors. See our latest analysis for POET Technologies. The follow on offering and shelf registration have arrived during a weaker patch for the stock, with a 7 day share price return of 14.27% decline and a year to date share price return of 16.90% decline. However, the 1 year total...
NYSE:LHX
NYSE:LHXAerospace & Defense

L3Harris Technologies (LHX) Net Margin Steady At 7.3% Reinforces Measured Bullish Narratives

L3Harris Technologies (LHX) closed out FY 2025 with fourth quarter revenue of US$5.6b and basic EPS of US$1.60, alongside net income of US$300m, while trailing twelve month EPS stood at US$8.57 on revenue of US$21.9b and net income of US$1.6b. Over the past six quarters, the company has seen quarterly revenue move from US$5.3b in Q3 2024 to US$5.6b in Q4 2025, with basic EPS ranging between US$1.60 and US$2.47 and net income between US$300m and US$462m, setting a clear earnings profile for...
NYSE:SHW
NYSE:SHWChemicals

Sherwin Williams (SHW) Margin Compression Challenges Premium 34x P E Narrative

Sherwin-Williams (SHW) has wrapped up FY 2025 with fourth quarter revenue of US$5,595.9 million and basic EPS of US$1.94, alongside trailing twelve month revenue of US$23.6 billion and EPS of US$10.37 that frame the full year earnings picture. Over recent periods, revenue has moved from US$5,297.2 million in Q4 2024 to US$5,595.9 million in Q4 2025, while quarterly EPS has been reported at US$1.92 and US$1.94 respectively, giving investors a clear read on how top line and per share profits...
NasdaqGS:FFBC
NasdaqGS:FFBCBanks

First Financial Bancorp (FFBC) Earnings Growth Acceleration Challenges Cautious Narratives

First Financial Bancorp (FFBC) closed out FY 2025 with fourth quarter revenue of US$228.7 million and EPS of US$0.65. Trailing twelve month revenue was US$861.8 million and EPS was US$2.68. Over the past year, the company’s revenue increased from US$756.1 million to US$861.8 million and EPS moved from US$2.42 to US$2.68. This coincided with earnings growth of 11.7% over the last 12 months, compared with a 5-year average of 6.8% per year. Investors may weigh this growth and a 3.47% dividend...
NasdaqCM:SKYT
NasdaqCM:SKYTSemiconductor

IonQ SkyWater Deal Puts Quantum Ambitions And Shareholder Value Under Review

IonQ has entered a definitive agreement to acquire SkyWater Technology (NasdaqCM:SKYT), aiming to build a vertically integrated full stack quantum and semiconductor platform in the United States. The combined company is expected to focus on quantum chip development and manufacturing capabilities for government and commercial customers. Multiple law firms have launched investigations into whether the transaction terms and process are fair to SkyWater shareholders. For you as an investor,...
NYSE:JBL
NYSE:JBLElectronic

Is It Too Late To Consider Jabil (JBL) After Its Strong Multi Year Rally?

If you are wondering whether Jabil's share price still offers value, or if most of the opportunity is already reflected in the stock, this article walks through what the numbers indicate about where the price stands today. The stock last closed at US$243.92, with returns of 5.3% over 30 days, 1.5% year to date, 50.2% over 1 year, a gain of about 3x over 3 years, and an even larger gain over 5 years. Recent coverage has focused on Jabil's positioning in electronics manufacturing and supply...
NasdaqGS:HWBK
NasdaqGS:HWBKBanks

Hawthorn Bancshares (HWBK) Margin Improvement To 29.8% Tests Cautious Earnings Narratives

Hawthorn Bancshares (HWBK) has wrapped up FY 2025 with fourth quarter revenue of US$20.8 million and EPS of US$0.90, set against trailing 12‑month revenue of US$79.9 million and EPS of US$3.44 that came with 30.4% earnings growth over the past year. The company has seen revenue move from US$71.9 million and EPS of US$2.61 on a trailing basis a year ago to the latest US$79.9 million and US$3.44, while quarterly revenue has ranged between US$16.7 million and US$20.8 million through 2025. With...
NasdaqGS:IONS
NasdaqGS:IONSBiotechs

Has Ionis Pharmaceuticals (IONS) Run Too Far After Its 152% One Year Surge?

If you are wondering whether Ionis Pharmaceuticals at US$83.88 is starting to look expensive or still offers value, you are not alone. The stock has returned 2.6% over the last 7 days, 6.2% over 30 days, 5.3% year to date and 151.7% over the past year, with 103.6% over 3 years and 41.2% over 5 years, which will naturally shape how investors think about its risk and return profile. Recent coverage around Ionis has focused on its position in the pharmaceuticals and biotech space, where...
NYSE:LC
NYSE:LCConsumer Finance

LendingClub (LC) Earnings Surge 164% As Margin Story Tests Bullish Narratives

LendingClub (LC) has wrapped up FY 2025 with fourth quarter revenue of US$354.0 million and basic EPS of US$0.36, set against a trailing twelve month EPS of US$1.18 on revenue of about US$1.33 billion. Over the past year, the company has seen revenue move from US$1.16 billion to roughly US$1.33 billion on a trailing basis, while EPS shifted from US$0.46 to US$1.18, alongside earnings growth of 164.3%. Together with higher reported profit margins compared with the prior year, these results...
NYSE:FFWM
NYSE:FFWMBanks

First Foundation (FFWM) Q4 Loss Persists And Keeps Bearish Profitability Narratives In Focus

First Foundation (FFWM) just posted its FY 2025 fourth quarter numbers with total revenue of US$54.9 million and a basic EPS loss of US$0.10, as the bank continues to work through a period of unprofitable results. Over the past year, the company has seen trailing twelve month revenue of US$170.5 million against a basic EPS loss of US$1.88, which sets a clear backdrop of earnings pressure even as top line activity remains meaningful. With margins still under strain, the latest release puts the...