U.S. Capital Markets Stock News

If you are wondering whether Dycom Industries is still fairly priced after a strong run, this article walks through what the current market price might be implying about its value. At a last close of US$427.48, the stock has posted returns of 6.7% over the past week, 15.3% over the past month, 23.0% year to date and 139.9% over the past year, with around a 4x return over three years and just over a 4.5x return over five years. Recent coverage has focused on Dycom Industries as part of...

Brookfield Wealth Solutions Ltd. reported fourth-quarter 2025 revenue of US$3,054 million and net income of US$8 million, with full-year revenue of US$11.64 billion and net income of US$766 million, all lower than the prior year. Despite the weaker results, the company raised its quarterly return of capital by 17% to US$0.07 per class A and B share, indicating a clear commitment to ongoing cash distributions. We’ll now examine how the earnings slowdown alongside a higher return of capital...

Service Corporation International (SCI) just released its fourth quarter and full year 2025 results, combining steady funeral and cemetery performance with updated 2026 guidance and fresh capital plans that give investors more detail on earnings drivers. See our latest analysis for Service Corporation International. The recent earnings release and cautious 2026 outlook have come with some volatility, with a 7 day share price return of 6.4% and a 30 day share price return of 4.0% against a...

Earlier this month, Rubrik promoted Jesse Green to Chief Revenue Officer following his leadership of Rubrik Americas, and the company presented at the WEST Conference 2026 in San Diego to highlight its data security and cyber resilience offerings. This leadership change, combined with Rubrik’s active presence at a major defense and technology forum, underscores how the company is pressing its global go-to-market push in cyber and data protection. We’ll now examine how Rubrik’s CRO...

Devon Energy (NYSE:DVN) has agreed to an all stock merger with Coterra Energy to form a combined energy company valued at about $58b. The transaction includes plans for a 31% dividend increase for shareholders. The combined company has also announced a share repurchase program of up to $5b. For you as an investor, this move is centered on scale and mix. Devon Energy focuses on U.S. shale production, and combining with Coterra creates a larger, more diversified energy producer with exposure...

Patent agreement puts Beam Therapeutics (BEAM) intellectual property in focus Beam Therapeutics (BEAM) has moved to secure its gene editing toolkit, signing a standby license agreement with Kobe University and Bio Palette that aims to protect access to key base editing patents. See our latest analysis for Beam Therapeutics. The standby license news lands after a choppy year, with a 26.79% 90 day share price return but a 1 year total shareholder return of 13.83% decline, signaling near term...

In early February 2026, Citrix announced it will expand its agreement with Arrow Electronics from March 1, 2026, handing Arrow responsibility for managing all Citrix Service Providers across North America and Europe, while Arrow also reported 2025 sales of US$30.85 billion and net income of US$571.27 million alongside new Q1 2026 guidance. This combination of strong recent results, guidance, and an expanded Citrix partnership underscores Arrow’s push toward higher-margin, service-led...

In February 2026, FirstSun Capital Bancorp was added to the Zacks Rank #1 (Strong Buy) list after analysts raised current‑year earnings estimates by 9.8% over the prior 60 days, while the company also presented to investors at the KBW 2026 Winter Financial Services Conference in Boca Raton, Florida. This combination of a higher earnings outlook and increased investor visibility comes despite earlier concerns about modest revenue growth, a contracting net interest margin, and forecasts for a...

In February 2026, Avantor reported fourth-quarter 2025 sales of US$1,663.6 million, with net income falling sharply to US$52.4 million, and a full‑year 2025 net loss of US$530.2 million on slightly lower annual sales of US$6,552.2 million. Alongside these weaker profits, the company completed a US$74.97 million share repurchase and launched its Revival program, reorganizing operations and investing in e‑commerce and brand refresh initiatives to address margin pressures and reposition the...

ICON plc previously disclosed that its Audit Committee launched an internal investigation into revenue recognition practices from 2023 to 2025, prompting delays to its fourth-quarter and full-year 2025 results and the withdrawal of 2025 financial guidance while it prepares to report material weaknesses in internal controls. Preliminary findings indicating revenue overstatements of less than 2% per year, combined with multiple securities law probes, have raised wider questions about ICON’s...

Alexander’s, Inc. recently reported full-year 2025 results, with sales of US$213.18 million and net income of US$28.22 million, both lower than the prior year, while also affirming a regular quarterly dividend of US$4.50 per share payable on February 27, 2026. The combination of reduced earnings per share from continuing operations and the continued cash return via dividends highlights a tension between current profitability and shareholder income priorities. We’ll now examine how the...

Earnings rebound and fresh 2026 outlook Capri Holdings (CPRI) returned to profitability in its latest quarter, reporting positive net income and higher earnings per share than a year earlier, while also issuing new full year 2026 revenue and earnings guidance. See our latest analysis for Capri Holdings. The earnings rebound and new 2026 guidance sit against a weaker recent share price trend. Capri Holdings’ 30-day share price return shows a decline of 17.79%, and its 1-year total shareholder...

Pebblebrook Hotel Trust recently refinanced its near-term debt by closing a new US$450 million senior unsecured term loan, retiring the Margaritaville Hollywood Beach Resort mortgage originally due in 2026, and extending its US$650 million revolving credit facility through October 2029. This refinancing meaningfully extends Pebblebrook’s debt maturity profile, reduces reliance on secured borrowing, and leaves its US$650 million revolver fully undrawn, enhancing financial flexibility for...

NETSTREIT (NTST) has just completed a follow on equity offering, raising about US$208.6 million by issuing 10,980,000 common shares at US$19 each, which represents a US$0.76 discount to the offer price. See our latest analysis for NETSTREIT. The follow on equity raise comes on the heels of NETSTREIT’s recent earnings release, dividend increase and 2025 investment update. The stock’s 30 day share price return of 9.49% and 1 year total shareholder return of 53.13% suggest momentum has recently...

Expedia Group’s FY 2025 Earnings Snapshot Expedia Group (EXPE) has rounded out FY 2025 with Q4 revenue of US$3.5b and basic EPS of US$1.67, as investors weigh these headline figures against a share price of US$212.67. Over recent quarters, the company has seen revenue move from US$3.2b in Q4 2024 and US$4.1b in Q3 2024 to US$4.4b in Q3 2025. Basic EPS shifted from US$2.33 to US$5.27 and then US$7.75 over the same Q4 to Q3 comparison, setting the scene for analysts’ growth forecasts and the...

Kraft Heinz (KHC) is hitting reset, scrapping its planned breakup and instead committing US$600 million to marketing, R&D, product upgrades, and selective pricing after reporting declining organic sales and softer 2026 guidance. See our latest analysis for Kraft Heinz. The recent reset comes after a mixed share price pattern, with a 1 month share price return of 5.4% and a 1 year total shareholder return decline of 9.1%, suggesting short term momentum has picked up while longer term...

Hancock Whitney (NasdaqGS:HWC) CEO completes a significant sale of company stock. The board approves an 11.1% increase in the regular dividend to shareholders. Investors receive new information on both insider activity and capital return policy at the same time. Hancock Whitney, a Gulf South focused regional bank, sits at the intersection of commercial banking, retail banking and wealth services. In this area, funding costs, deposit mix and credit quality remain front of mind for investors...

CareTrust REIT (NYSE:CTRE) reported a record US$1.8b of investments in its latest fiscal year. The company entered the UK care home market through the acquisition of Care REIT plc. CareTrust completed its first seniors housing operating (SHOP) sector deal, expanding its business model. The REIT reported nearly doubled net income and growth in normalized FFO, while doubling its professional team. CareTrust REIT, a healthcare focused real estate investment trust, is leaning further into...

Keurig Dr Pepper (NasdaqGS:KDP) has appointed Amie Thuener of Alphabet and William Newlands of Constellation Brands as independent directors. The company is restructuring its Board committees to adjust oversight as it pursues the acquisition of JDE Peet's and a planned split into two businesses. These governance changes come as Keurig Dr Pepper prepares for a major transformation of its corporate structure. Keurig Dr Pepper, trading at $29.69, sits at the center of a large transaction and...

What Sealed Air’s Recent Performance Signals for Investors With no single headline event driving Sealed Air (SEE) into focus today, many investors are looking instead at how its packaging business, returns, and recent financial figures fit into a broader portfolio. See our latest analysis for Sealed Air. Sealed Air’s share price has been fairly steady around US$41.93 recently, but the 1 year total shareholder return of 26.31% contrasts with a 3 year total shareholder return decline of 10.79%,...

Board member Dean Kamen has taken a leave of absence from NYSE:BETA following revelations about his connections to Jeffrey Epstein. The company has initiated an independent investigation into the matter. The development comes soon after NYSE:BETA's IPO, placing extra focus on board composition and governance practices. For investors following NYSE:BETA, this governance issue lands at a time when the company is in the spotlight for its post-IPO trajectory and high profile growth plans. As an...

Southwest Airlines (NYSE:LUV) announced it will roll out free Starlink satellite WiFi across its fleet, along with broader cabin upgrades. The company also disclosed a board shake-up, with two directors resigning and the overall board size being reduced. The inflight connectivity initiative and the governance changes were announced together, underscoring a period of corporate change for the airline. For you as an investor, this development relates directly to how Southwest positions itself...

What MGIC Investment (MTG) Offers Investors Right Now MGIC Investment (MTG) has drawn fresh attention after recent share moves, with the stock down over the past week but modestly higher over the past month and past 3 months. At a last close of US$26.66, MGIC sits against a longer record that includes a negative year to date return, a positive 1 year total return, and multi year total returns that may interest income and value focused investors. See our latest analysis for MGIC...

Autodesk recently filed a lawsuit against Google alleging trademark infringement over the use of the “Flow” name for AI tools in film, TV, and gaming production, claiming Google launched competing software and pursued a trademark without Autodesk’s consent. The dispute has drawn fresh attention to Autodesk’s role in AI-enabled media and entertainment workflows, raising questions about how it protects its software brands as competition intensifies. We’ll now examine how this trademark dispute...