U.S. Banks Stock News

Earnings miss, guidance reset and a completed buyback Kroger (KR) is back in focus after its recent quarter, where revenue came in flat and GAAP earnings missed expectations, even as management raised full year EPS guidance and completed a large share repurchase program. See our latest analysis for Kroger. The mixed quarter and updated guidance have come against a weaker tape for the shares, with a 90 day share price return of 9.29% decline and a 1 year total shareholder return of 6.60%,...

The New York Times Company has recently outlined new investments to expand its digital subscription bundles, bolster The Athletic, and build out its audio and podcast offerings while exploring wider digital advertising partnerships. An interesting angle is how these moves deepen the company’s shift toward a broader digital platform spanning news, sports, and audio experiences, potentially reshaping how it balances subscription and advertising income. We’ll now explore how this renewed push...

Walt Disney (DIS) is back in the spotlight after “Zootopia 2” and “Avatar: Fire and Ash” both crossed the US$1b global box office mark, alongside early traction for its ESPN streaming service. See our latest analysis for Walt Disney. Those box office milestones and progress in streaming come as the share price sits at US$114.57, with a 30 day share price return of 8.8% but a weaker 5 year total shareholder return of 33.37% decline. This suggests recent momentum is improving after a tougher...

Auditor change puts Lotus Technology (NasdaqGS:LOT) under a governance spotlight Lotus Technology (NasdaqGS:LOT) has replaced KPMG Huazhen LLP with Grant Thornton Zhitong Certified Public Accountants LLP as its independent auditor, a governance development that can shape how investors assess the company’s financial reporting. See our latest analysis for Lotus Technology. The auditor change follows a volatile period for Lotus Technology, with the $1.50 share price sitting above recent lows, a...

Veeco Instruments (VECO) has been drawing attention after recent share price moves, with the stock up 1.7% over the past day and 6.7% over the past week, in contrast to a small decline over the past month. See our latest analysis for Veeco Instruments. At a share price of $31.07, Veeco Instruments has seen short term momentum pick up, with the recent 1 day and 7 day share price returns contrasting with a softer 30 day share price return and longer term total shareholder returns in the mid...

Combined Insurance, a Chubb company, recently launched the Chubb Benefits brand, unifying its supplemental and workplace benefits operations in North America under the global Chubb identity with refreshed logos, colors, and digital platforms. This move tightens brand cohesion across multiple business lines, potentially improving customer recognition and distribution effectiveness in the supplemental and workplace benefits market. We’ll now examine how unifying supplemental and workplace...

Trane Technologies (TT) is back in focus after comments at CES 2026 suggested Nvidia’s Rubin chip platform could cut data center cooling needs, prompting investors to reassess HVAC exposure alongside a more cautious sector outlook. See our latest analysis for Trane Technologies. At a share price of $390.97, Trane’s recent 7 day and 30 day share price declines of 0.19% and 2.61% sit alongside a 90 day drop of 8.30%, as investors factor in the more cautious sector commentary, the Nvidia Rubin...

PTC recently announced new artificial intelligence capabilities for its FlexPLM retail product lifecycle management platform that automate tech pack creation by extracting data from design drawings to populate bills of materials, measurements, construction details, attributes, and colorways. This move highlights how PTC is extending its Intelligent Product Lifecycle vision into retail, using AI to streamline complex development workflows and reduce costly manual errors for brand and retailer...

Sysco (SYY) is back on many investors’ screens after its latest financial figures, with revenue of US$82.0b and net income of US$1.8b. This has prompted fresh questions about how the stock’s current valuation lines up with its fundamentals. See our latest analysis for Sysco. The share price has softened in recent months, with a 90 day share price return of 7.58% and a modest year to date share price gain of 0.23%. The 1 year total shareholder return is 0.37%, which suggests momentum has been...

Bitmine Immersion Technologies recently urged shareholders to approve a charter amendment boosting authorized shares from 500 million to 50 billion, ahead of a January 15, 2026 annual meeting, to support capital raising, acquisitions, and potential future stock splits. This proposal is tightly linked to Bitmine’s effort to build a large Ethereum treasury, including plans for its Made in America Validator Network and an ambition to accumulate 5% of the global ETH supply. We’ll now examine how...

Align Technology (ALGN) is back on investor radars after recent share price moves, with the stock showing mixed returns over the past month and past 3 months, compared with a weaker one year performance. See our latest analysis for Align Technology. Recent share price momentum has picked up, with a 90 day share price return of 20.32% from a last close of $160.13, although the 1 year total shareholder return of a 26.40% decline highlights that longer term performance remains weak and sentiment...

In recent months, Energy Transfer LP outlined plans to invest about US$5.0 billion to US$5.5 billion in 2026 growth capital, largely to expand its natural gas network, including upsizing the Desert Southwest Transwestern pipeline to support rising demand from utilities, data centers, and potential coal-to-gas power plant conversions. This build-out, backed by long-term contracts and interest from income-focused investors, underscores how Energy Transfer is trying to turn emerging AI-driven...

Leadership transition and what it could mean for investors Customers Bancorp (CUBI) has now completed its planned leadership transition, with Sam Sidhu taking the CEO role and joining the Board, while founder Jay Sidhu moves to Executive Chairman. This handoff, supported by new long-term incentive agreements for both executives, reflects an emphasis on continuity of leadership and a clear, performance-linked framework that investors can monitor over time. See our latest analysis for Customers...

Edgewise Therapeutics (EWTX) recently reported positive updates from its Phase 2 CIRRUS HCM trial for EDG-7500, a cardiac sarcomere modulator targeting hypertrophic cardiomyopathy, drawing fresh attention to the company’s broader pipeline and stock. See our latest analysis for Edgewise Therapeutics. The CIRRUS HCM update has arrived after a strong 90 day share price return of 53.55%, although the 1 year total shareholder return of a 7.20% decline and very large 3 year total shareholder return...

In early 2026, Iridium Communications gained attention after SpaceX’s Starlink unit said it would lower satellite orbits to improve space safety, while Iridium was also added to the S&P 600 index, prompting fresh institutional demand. This combination of a potentially safer orbital environment and increased index-driven ownership highlights how external ecosystem shifts can influence Iridium’s positioning in satellite communications. Against this backdrop of improved perceived space safety...

Analyst downgrade puts Principal Financial Group in focus JP Morgan’s decision to shift Principal Financial Group (PFG) to a Neutral rating has put the stock back in the spotlight, as investors weigh sector rotation against the company’s asset management outlook. See our latest analysis for Principal Financial Group. The downgrade comes after a strong run, with a 90 day share price return of 10.69% and a 1 year total shareholder return of 20.08%. This suggests momentum has been building as...

Dropbox (DBX) recently reported quarterly results with revenue slightly above analyst expectations, while losing 60,000 customers and ending at 18.07 million. This was a mixed update that coincided with the slowest revenue growth among productivity software peers. See our latest analysis for Dropbox. Since the mixed earnings update, which included a 6.1% share price decline after the release, Dropbox’s share price has softened, with a 30 day share price return of 8.11% and a 1 year total...

Old National Bancorp (ONB) recently reported a 44.9% year on year revenue increase, surpassing analyst forecasts by 2.2%. The company cited its Bremer Bank partnership as a key contributor to this performance. See our latest analysis for Old National Bancorp. The recent revenue surprise sits alongside a steady share price backdrop, with the latest close at $22.90 and a 90 day share price return of 4.61%. Over the past year, total shareholder return of 11.64% and 36.48% over three years...

CF Industries Holdings (CF) is back in focus after announcing a CEO handover from Tony Will to Chris Bohn, a fresh multi billion dollar hydrogen investment push, and a new US$2b share buyback authorization. See our latest analysis for CF Industries Holdings. The leadership handover and fresh hydrogen spending come as CF Industries’ 7 day share price return of 4.33% contrasts with a 90 day share price decline of 11.5% and a 1 year total shareholder return decline of 7.39%. This suggests short...

In recent days, AMETEK reported a continued build-up in short interest alongside ongoing strength in its electronic instruments and engineered materials businesses, while analysts reiterated a broadly positive view on its recurring revenue and acquisition-led growth model. Despite the increase in short interest, AMETEK’s level of bearish positioning remains well below its peer group, underscoring comparatively stronger investor confidence. Next, we’ll examine how resilient margins and...

Interest in Dynatrace (DT) has picked up after a cluster of analyst updates and fresh announcements about deeper collaborations with Google Cloud and AWS, putting its AI observability platform back in the spotlight for investors. See our latest analysis for Dynatrace. Despite the recent collaborations with Google Cloud and AWS and a series of analyst updates, Dynatrace’s share price, at $42.63, sits roughly flat for the year to date with a 0.66% share price return. The 1 year total...

In early January 2026, RPM International Inc.’s board declared a regular quarterly cash dividend of US$0.54 per share, payable on January 30, 2026, to stockholders of record as of January 16, 2026. This latest payout continues RPM’s 52-year streak of raising its dividend, during which it has returned about US$3.80 billion in cash to shareholders, underscoring a long-running commitment to shareholder returns. Next, we’ll examine how RPM’s sustained dividend growth and upcoming earnings report...

TD SYNNEX recently reiterated its full-year and fourth-quarter fiscal 2025 guidance ahead of results due on January 8, 2026, while rolling out its “AI Game Plan” program to help partners boost AI adoption and tap into the AI-driven hardware refresh cycle. This push into AI-focused solutions comes alongside solid multi-year earnings and revenue growth and meaningful insider ownership, underscoring management’s alignment with long-term initiatives. Now we’ll examine how TD SYNNEX’s new “AI...

In recent days, Genesis Wealth, a non-OSJ branch office within LPL Financial, announced it had hired two senior financial advisors from JPMorgan Chase to its LPL-supported independent platform. This move highlights how LPL’s infrastructure and support model continue to appeal to experienced bank advisors seeking greater flexibility, reinforcing the platform’s role in the independent advisory ecosystem. Next, we’ll explore how this advisor recruitment momentum could influence LPL Financial’s...