U.S. Beverage Stock News

NYSE:ABBV
NYSE:ABBVBiotechs

AbbVie’s Shift Beyond Humira With Skyrizi and Rinvoq Might Change The Case For Investing In AbbVie (ABBV)

In recent days, AbbVie has highlighted its shift away from Humira toward newer immunology drugs such as Skyrizi and Rinvoq, while progressing a broad pipeline that includes treatments for Parkinson’s disease and aggressive blood cancers, following mixed but generally constructive clinical and policy updates across its portfolio. An interesting angle for investors is how AbbVie’s push into next‑generation immunology and aesthetics, alongside its long dividend‑increase record, is reshaping...
NasdaqGS:PI
NasdaqGS:PISemiconductor

Assessing Impinj (PI) Valuation After A Sharp Pullback And Long Term Gains

What recent performance tells you about Impinj (PI) Impinj (PI) has drawn attention after a month return of about 23% decline and a past 3 months return of about 21% decline, despite a 1 year total return above 12%. See our latest analysis for Impinj. With the share price at about $138.10 after a 7 day share price return of around a 15% decline and a 30 day share price return of about a 23% decline, the recent pullback contrasts with a 1 year total shareholder return of roughly 13%. This...
NasdaqGS:GLNG
NasdaqGS:GLNGOil and Gas

Assessing Golar LNG (GLNG) Valuation After Goldman Sachs Conviction Call And EBITDA Growth Outlook

Goldman Sachs endorsement puts Golar LNG in focus Goldman Sachs recently added Golar LNG (GLNG) to its US Conviction List, citing expectations for the company’s contracted EBITDA to triple by 2028 as new liquefaction capacity comes online. This endorsement from a major investment bank draws attention to Golar LNG’s role in floating LNG infrastructure. It also raises fresh questions for investors around contract visibility, future cash generation, and how today’s share price reflects those...
NasdaqGS:CASY
NasdaqGS:CASYConsumer Retailing

A Look At Casey’s General Stores (CASY) Valuation After A Strong Multi Year Shareholder Return Run

Recent performance snapshot Casey's General Stores (CASY) has drawn attention after recent share price moves, with the stock showing a 9.0% gain over the past month and a 16.0% return over the past 3 months. See our latest analysis for Casey's General Stores. While the recent 1 month and 3 month share price returns of 9.0% and 16.0% suggest positive momentum, the picture is even stronger over longer horizons. The 1 year total shareholder return is 45.2%, and the 5 year total shareholder...
NYSE:CTVA
NYSE:CTVAChemicals

Assessing Corteva (CTVA) Valuation After Hardman Johnston’s Exit Over Separation Uncertainty

Hardman Johnston Global Equity Strategy’s decision to sell its position in Corteva (CTVA), citing questions around a potential Seeds and Crop Protection separation, has put fresh attention on how investors view the company’s structure and risk profile. See our latest analysis for Corteva. Corteva shares trade at US$72.80 after a recent 1 day share price return of around a 1% decline, but a 30 day share price return of 7.44% and 90 day share price return of 16.48% suggest momentum has been...
NYSE:SPHR
NYSE:SPHREntertainment

A Look At Sphere Entertainment (SPHR) Valuation After Infosys Expansion And New National Harbor Sphere Plans

Sphere Entertainment (SPHR) is back in focus after two linked announcements: an expanded digital partnership with Infosys across key Madison Square Garden properties and plans for a new Sphere venue at National Harbor near Washington, D.C. See our latest analysis for Sphere Entertainment. The recent Infosys extension and the planned National Harbor venue have arrived alongside a strong 90 day share price return of 37.5% and a very large 3 year total shareholder return of 298.59%, suggesting...
NYSE:VOYA
NYSE:VOYADiversified Financial

Assessing Voya Financial (VOYA) Valuation After Dividend Hike Buybacks And New Boston Legacy FC Deal

Voya Financial (VOYA) is back in focus after its board declared a Q1 2026 common dividend of $0.47 per share, alongside ongoing share repurchases and a new sponsorship deal with Boston Legacy FC. See our latest analysis for Voya Financial. The latest dividend declaration and buyback plans come after a steady build in momentum, with a 90 day share price return of 4.09% and a 1 year total shareholder return of 14.14% on a US$76.66 share price. Over longer periods, the 3 year total shareholder...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Assessing Incyte (INCY) Valuation After Strong 1 Year Return And Recent Share Price Cooldown

Context for Incyte’s recent share performance Incyte (INCY) has been trading quietly. The stock is down around 1% over the past week and past month, and about 3% lower over the past 3 months, despite solid trailing 1 year returns. See our latest analysis for Incyte. That recent 2.8% 3 month share price decline contrasts with a 35.7% 1 year total shareholder return. This suggests that momentum has cooled lately, even though longer term holders have still seen gains. If Incyte’s recent moves...
NasdaqCM:AXGN
NasdaqCM:AXGNMedical Equipment

A Look At Axogen (AXGN) Valuation After Recent Shelf Registration And Follow On Equity Offerings

Axogen (AXGN) is back in focus after a busy financing day on 21 January, when the company filed an omnibus shelf registration and pursued follow on equity offerings that together frame its next capital raising options. See our latest analysis for Axogen. The financing activity appears to have come against a backdrop of strong momentum, with a 30 day share price return of 12.42% and a 90 day share price return of 46.61%. Meanwhile, the 1 year total shareholder return of 94.48% and 3 year total...
NYSE:KGS
NYSE:KGSEnergy Services

A Look At Kodiak Gas Services (KGS) Valuation After Its Latest Dividend Announcement

Kodiak Gas Services dividend announcement sets the tone for shareholder returns Kodiak Gas Services (KGS) has declared a fourth quarter 2025 cash dividend of $0.49 per share, scheduled for payment on February 20, 2026 to shareholders of record on February 13, 2026. This announcement gives investors a clearer view of how management is approaching capital returns. It comes as the stock shows mixed recent performance, with a past year total return decline of 6.7% and a one-month gain of...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Okta (OKTA) Valuation Check As Mixed Returns Contrast With Rich P/E Multiple

Okta stock at a glance Okta (OKTA) has drawn fresh investor attention after recent trading left the shares with mixed performance across different timeframes, including a small gain over the past month but a negative 1 year total return. See our latest analysis for Okta. Recent trading has been choppy, with a 7 day share price return of a 7.46% decline and a modest 30 day share price gain of 1%, while the 1 year total shareholder return of a 9.4% decline contrasts with a positive 3 year total...
NYSE:AX
NYSE:AXBanks

Axos Financial (AX) Is Up 5.9% After Verdant-Driven Profit Gain Reshapes Its Lending Mix

In late January 2026, Axos Financial, Inc. reported past second-quarter and six‑month results showing higher net interest income and net income year over year, with basic earnings per share from continuing operations rising to US$2.27 for the quarter and US$4.25 for the half. The stronger profit metrics were supported by robust loan growth, higher net interest margin, and the contribution of the Verdant Commercial Capital acquisition to both interest and non‑interest income. Against this...
NasdaqGS:HWC
NasdaqGS:HWCBanks

A Look At Hancock Whitney (HWC) Valuation After 11.1% Dividend Increase And Recent Share Price Strength

Hancock Whitney (HWC) just caught investor attention after its board approved an 11.1% increase in the regular first quarter 2026 cash dividend to $0.50 per share, following recent earnings and share repurchase updates. See our latest analysis for Hancock Whitney. Hancock Whitney shares have been gaining traction, with a 30 day share price return of 6.73% and a 90 day gain of 19.36%. The 1 year total shareholder return of 20.59% and 5 year total shareholder return of 107.90% point to momentum...
NasdaqGS:IEP
NasdaqGS:IEPIndustrials

Icahn’s Full Redemption of 2026 Notes Might Change The Case For Investing In Icahn Enterprises (IEP)

Icahn Enterprises L.P. announced that on January 27, 2026, it fully redeemed its 6.250% Senior Notes due 2026, using cash on hand and paying 100% of principal plus accrued interest. This retirement removes an entire layer of debt from the partnership’s capital structure, highlighting management’s current preference for reduced leverage over retaining this borrowing. Next, we will examine how eliminating this bond obligation, and the use of cash to do so, reshapes Icahn Enterprises’...
NYSE:SHAK
NYSE:SHAKHospitality

How Investors Are Reacting To Shake Shack (SHAK) Hiring Jim Taylor To Lead Commercial Strategy

Shake Shack Inc. has appointed Jim Taylor as Chief Commercial Officer, effective January 20, 2026, adding a new senior role that oversees marketing, culinary, and the company’s end-to-end revenue and growth strategy. Taylor’s track record in reshaping brands at Inspire Brands, Darden Restaurants, and Procter & Gamble may influence how investors view Shake Shack’s longer-term brand and commercialization plans. We’ll now examine how Taylor’s responsibility for Shake Shack’s end-to-end revenue...
NYSE:TALO
NYSE:TALOOil and Gas

Did Talos’s 2030 Credit Recast and Hedging Demands Just Redefine Talos Energy’s (TALO) Risk Profile?

In January 2026, Talos Energy Inc. and Talos Production Inc. entered into an amended and restated credit agreement that reaffirms a US$700.0 million borrowing base, adds a US$250 million letter-of-credit sublimit, and extends the facility’s potential maturity to January 20, 2030, subject to conditions tied to existing secured notes. The revamped facility embeds production-linked hedging requirements, leverage and liquidity covenants, and is secured by mortgages on at least 85% of Talos’s...
NYSE:GNL
NYSE:GNLREITs

Should Reclassifying 2025 Payouts as Return of Capital Require Action From Global Net Lease (GNL) Investors?

On February 2, 2026, Global Net Lease, Inc. announced that all dividends paid in 2025 on its common and preferred stock will be treated for tax purposes as nondividend distributions, or return of capital. This shift means that payments investors might normally view as recurring income instead reduce their cost basis, altering both tax timing and the character of Global Net Lease’s cash distributions. We’ll now examine how this reclassification of 2025 dividends as return of capital may...
NasdaqGS:IAS
NasdaqGS:IASMedia

A Look At Integral Ad Science (IAS) Valuation After New Board Appointments In Media And Technology

Integral Ad Science Holding (IAS) has drawn investor attention after appointing Horizon Media president Bob Lord and former Amazon global video advertising head Krishan Bhatia to its Board of Directors, highlighting a board-level focus on media and technology expertise. See our latest analysis for Integral Ad Science Holding. The board additions come as Integral Ad Science Holding's share price sits at US$10.34, with a 22.22% 90 day share price return contrasting with a small negative year to...