U.S. Capital Markets Stock News

In July 2026, Popular, Inc. reported stronger second-quarter results with higher net interest income and net income, raised full-year 2026 net interest income guidance, announced a new US$1.00 billion share repurchase program, and approved a 20% increase in its quarterly dividend to US$0.90 per share. Taken together, the higher earnings, larger planned capital returns and leadership changes at the CEO, CFO and risk chief roles point to a company emphasizing both shareholder payouts and...

Chemed Corporation reported past second-quarter 2026 results showing net income of US$67.7 million versus US$52.49 million a year earlier, with diluted earnings per share from continuing operations rising to US$5.13 from US$3.57, and continued progress on a long-running buyback that has retired 12.57 million shares for US$2.91 billion. On top of this earnings improvement and share repurchase activity, activist investor Barington Capital has escalated its campaign, calling for a strategic...

In July 2026, Marsh & McLennan Companies reported second-quarter 2026 results showing sales of US$7,404 million and net income of US$1,266 million, alongside completing a US$1,824.65 million buyback of 10,464,616 shares under its November 2025 authorization. The firm also provided risk analysis and insurance services for a very large US$14.00 billion AI data center venture between Meta and BlackRock in El Paso, underscoring its role in complex technology infrastructure projects. We’ll now...

Carnival stock is coming off a mixed year on the screen, yet the valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both currently point to the shares trading at a sizeable discount to that modelled value. With a 3 year return of 63.8% already on the board, investors are weighing whether the current price still reflects a discount or already embeds much of that recovery story. Over the past 3 years the stock has returned 63.8%, which shows that a...

Carlisle Companies stock reacts to Q2 earnings beat and guidance update Carlisle Companies (CSL) drew investor attention after second quarter results came in ahead of market forecasts and the company raised its 2026 revenue guidance, signalling management confidence in its current business trajectory. See our latest analysis for Carlisle Companies. At a share price of $359.92, Carlisle Companies has seen short term momentum cool after the initial Q2 reaction, with a 1 day share price return...

Guidewire Software (GWRE) stock is back in focus after the company reported Q3 fiscal 2026 results that included 19% annual recurring revenue growth to US$1.147b and a higher full year revenue outlook. See our latest analysis for Guidewire Software. The Q3 update and raised outlook come after a volatile year for Guidewire Software. The 1-month share price return of 19.03% and 7-day gain of 9.92% contrast with a year to date decline of 19.02% and a 1-year total shareholder return that is down...

Visa stock has delivered a 57.4% total return over the past five years, yet current valuation checks suggest the shares no longer look obviously cheap. The intrinsic value estimate sits close to the market price, while earnings based multiples lean rich. Over the last five years Visa has returned 57.4%, which puts extra focus on whether the current price leaves much room for future upside. Ongoing investment in areas like AI driven payments and stablecoin infrastructure can support growth...

United Natural Foods (UNFI) has drawn investor attention after its stock closed at US$50.83, with returns of 2.2% over the past day and about 11.3% over the past month. See our latest analysis for United Natural Foods. Zooming out, United Natural Foods has combined strong recent momentum with a longer record of value creation. The stock’s 30 day share price return of 11.3% sits alongside a 1 year total shareholder return of 88.2% and 3 year total shareholder return of 143.4%. This suggests...

Reddit stock reacts to earnings shock and traffic concerns Reddit (RDDT) reported second quarter 2026 results that included US$804.91 million in sales and US$252.85 million in net income, but the stock dropped sharply as investors focused on search traffic and user trends. See our latest analysis for Reddit. For context, Reddit's share price has fallen 20.99% in the last day and is down 41.85% year to date, with a 1 year total shareholder return of 25.43% in the red. This indicates that...

IDEX (IEX) reported second quarter 2026 results that included US$920.6 million in sales and US$143.4 million in net income, along with higher earnings per share from continuing operations compared with the same period last year. See our latest analysis for IDEX. IDEX shares trade at US$230.45 after a small pullback over the past day. The stock has a 28.70% year to date share price return and a 46.98% total shareholder return over the past year, which points to momentum that has built...

Why Nucor stock is back in focus after its latest earnings and dividend update Nucor (NUE) is in the spotlight after reporting second quarter and first half 2026 results and affirming a quarterly cash dividend of $0.56 per share, extending its long dividend payment streak. See our latest analysis for Nucor. Nucor’s recent earnings and dividend confirmation came on top of strong share price momentum, with a 30 day share price return of 17.47% and a year to date share price return of 51.88%,...

In late July 2026, JetBlue Airways reported second-quarter revenue of US$2,697 million alongside a higher net loss of US$247 million, filed a US$121.4 million shelf registration for 20,000,000 common shares tied to its ESOP, and refreshed its Mint premium menus with new culinary partnerships. At the same time, management set a long-term goal of at least US$1.00 earnings per share by 2028, signaling an ambition to move from current losses toward sustained profitability while investing in...

First Interstate BancSystem (FIBK) is back in focus after reporting second quarter results that showed higher net income and earnings per share compared with last year, along with an expanded share repurchase authorization. See our latest analysis for First Interstate BancSystem. The latest earnings, dividend affirmation and expanded buyback plan have kept First Interstate BancSystem in focus, even as the share price eased 3.16% over the past month and sits at $38.02. Despite this recent...

Sonos, Inc. ( NASDAQ:SONO ) just released its latest quarterly results and things are looking bullish. It was overall a...

Norwegian Cruise Line Holdings Ltd. ( NYSE:NCLH ) shareholders are probably feeling a little disappointed, since its...

A week ago, Monolithic Power Systems, Inc. ( NASDAQ:MPWR ) came out with a strong set of second-quarter numbers that...

Some Royal Caribbean Cruises Ltd. ( NYSE:RCL ) shareholders may be a little concerned to see that the President & CEO...

InterDigital, Inc. ( NASDAQ:IDCC ) shareholders will have a reason to smile today, with the analysts making substantial...

Why Fair Isaac’s latest earnings update matters for investors Fair Isaac (FICO) has drawn fresh attention after reporting third quarter and year to date results on 29 July 2026, alongside higher full year guidance for revenue, net income and earnings per share. See our latest analysis for Fair Isaac. Fair Isaac’s recent earnings and raised guidance landed against a weak share price backdrop, with the stock down 31.66% year to date on a share price basis but still showing a 135.12% total...

SPS Commerce (SPSC) moved back into focus after its second quarter 2026 earnings, which combined higher sales with lower net income, fresh guidance, and a sharper focus on core first party supplier customers. See our latest analysis for SPS Commerce. The earnings announcement appears to have reset sentiment around SPS Commerce, with a 1-day share price return of 11.48% and a 7-day share price return of 20.00% lifting the stock to US$73.39. That rebound contrasts with a year to date share...

NRG Energy, Inc. previously declared a quarterly dividend of US$0.4750 per share, paid on August 17, 2026, following an ex-dividend and record date of August 3, 2026, and also completed 456 megawatts of new natural gas-fueled capacity at its TH Wharton Generating Station ahead of its second-quarter 2026 earnings release. This combination of cash returns to shareholders and expanded natural gas generation highlights NRG’s dual focus on income distribution and enhancing operational...

The Cigna Group ( NYSE:CI ) shareholders are probably feeling a little disappointed, since its shares fell 3.6% to...

In late July 2026, IQVIA Holdings reported second-quarter 2026 results showing higher sales of US$4.37 billion year over year, mixed net income trends, updated third-quarter guidance of US$4.32 billion to US$4.39 billion in revenue, a raised full-year 2026 revenue outlook to US$17.28 billion to US$17.48 billion, and continued share repurchases. While profit growth was uneven, the combination of solid revenue expansion, higher full-year guidance, and ongoing buybacks signals management’s...

Universal Logistics Holdings entered this quarter with its stock already under pressure and a flat reaction at US$13.38 after the release. That calm surface hides a sharp turn in the income statement. The company shifted from recent quarterly losses to roughly US$26.2 million in net income and just under US$1 in basic earnings per share. For a transportation stock that has been wrestling with unprofitable trailing results, this sudden profit print is the real headline and it now prompts...