U.S. Consumer Finance Stock News

NYSE:MO
NYSE:MOTobacco

Altria Group (MO) Valuation Check After Q4 Beat Smoke Free Push And Leadership Changes

Altria Group (MO) is back in focus after fourth quarter 2025 results, a goodwill impairment charge and fresh leadership moves, giving investors new information on earnings quality, capital returns and the smoke free product push. See our latest analysis for Altria Group. Against this backdrop of impairment charges, buybacks and a planned CEO transition, Altria’s share price has a 30 day return of 8.58%, a 1 year total shareholder return of 26.19% and a 5 year total shareholder return of...
NYSE:POR
NYSE:PORElectric Utilities

Is Portland General Electric (POR) Pricing In Its Recent 1-Year Share Price Strength?

Wondering whether Portland General Electric's current share price reflects its true worth, or if the market is overlooking something in this regional utility? The stock recently closed at US$50.11, with returns of 0.9% over 7 days, 3.4% over 30 days, 3.4% year to date, 28.3% over 1 year, 18.7% over 3 years and 44.3% over 5 years. This gives investors some history to weigh against the current price. Recent coverage has focused on Portland General Electric's position in the regulated utilities...
NYSE:KEX
NYSE:KEXShipping

Assessing Kirby (KEX) Valuation After Recent Share Price Pullback And Long Term Momentum

With no single headline event driving attention, Kirby (KEX) is drawing interest as investors weigh its recent share moves in relation to the company’s role in U.S. marine transportation and industrial services. See our latest analysis for Kirby. The share price has pulled back 7.12% over the past week but still sits at $119.42 after a 30 day share price return of 6.72% and a 90 day share price return of 14.33%. Total shareholder returns of 11.46% over one year and 106.90% over five years...
NYSE:CE
NYSE:CEChemicals

Assessing Celanese (CE) Valuation After A Choppy Year And Recent Share Price Rebound

Celanese (CE) has been drawing attention after its shares closed at $45.87, with recent returns showing mixed short term moves alongside a recovery in the stock over the past month and past three months. See our latest analysis for Celanese. That latest 3.2% 1 day share price return sits within a choppy year in which the 1 year total shareholder return is a decline of 33.1%, despite a 22.8% 3 month share price gain suggesting improving momentum. If this kind of rebound has you thinking about...
NasdaqGS:BSRR
NasdaqGS:BSRRBanks

Sierra Bancorp (BSRR) Net Profit Margin Near 28.4% Reinforces Bullish Earnings Narratives

Sierra Bancorp (BSRR) has just posted its FY 2025 numbers, with fourth quarter revenue of US$40.2 million, basic EPS of US$0.97 and net income of US$12.9 million setting the tone for the year. The bank has seen quarterly revenue move from US$35.5 million in Q4 2024 through US$34.7 million, US$38.0 million and US$36.3 million to US$40.2 million most recently. Basic EPS over the same stretch ran from US$0.73 to US$0.66, US$0.78, US$0.73 and now US$0.97, giving you a clear view of how the top...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

How Margin Resilience and Currency Tailwinds Will Impact Airbnb (ABNB) Investors

In recent weeks, Airbnb has been highlighted for ongoing operational strength, including rising Nights and Experiences Booked and robust EBITDA margins that support efficient execution. At the same time, analysts have pointed out that Airbnb’s substantial international revenue mix could benefit meaningfully from a weaker US dollar, potentially amplifying reported earnings. With these trends in focus, we’ll now examine how Airbnb’s combination of margin resilience and currency tailwinds...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Does Modest 2025 Results and New EYLEA HD Data Shift the Bull Case for Regeneron (REGN)?

Regeneron Pharmaceuticals recently reported Q4 2025 and full-year 2025 results showing modest year-on-year revenue and earnings growth, alongside ongoing share repurchases totaling about US$1.51 billion under its 2025 buyback program. The company is also preparing to share new long-term and primary clinical data for its ophthalmology franchise, including EYLEA HD, at the Angiogenesis meeting on February 7, 2026, highlighting how label expansions and dosing flexibility could influence use in...
NYSEAM:IE
NYSEAM:IEMetals and Mining

What Ivanhoe Electric (IE)'s SQM-Funded Chile Copper Exploration Deal Means For Shareholders

In late January 2026, Ivanhoe Electric announced a Collaboration and Exploration Agreement with Sociedad Quimica y Minera de Chile to explore 2,002 km² of SQM’s northern Chile mining concessions for large copper deposits, funded initially by SQM with US$9,000,000 over three years. The deal gives Ivanhoe Electric an option to earn a 50% joint venture stake in any qualifying copper discovery by paying twice SQM’s exploration spend into a new project vehicle, effectively using SQM’s upfront...
NYSE:AYI
NYSE:AYIElectrical

A Look At Acuity Brands (AYI) Valuation After A 17% Dividend Increase

Acuity (AYI) has just approved a 17% increase in its quarterly dividend to US$0.20 per share, a move that puts income directly in focus for shareholders watching the stock’s return profile. See our latest analysis for Acuity. The dividend decision comes after a mixed share price run, with a 1-day share price return of 2.39% and 7-day share price return of 1.59% sitting against a 30-day share price return decline of 15.19%. The 5-year total shareholder return of 157.00% points to stronger long...
NYSE:IBM
NYSE:IBMIT

Why IBM (IBM) Is Up 6.2% After Raising 2026 Outlook And Expanding Its AI War Chest

In late January 2026, IBM reported strong fourth-quarter and full-year 2025 results, raised its 2026 outlook for constant-currency revenue growth above 5%, issued multiple US$- and €-denominated bond offerings across maturities, reaffirmed its quarterly US$1.68 dividend, and announced the upcoming addition of PepsiCo CEO Ramon L. Laguarta to its board. These developments highlight IBM’s push to fund long-term AI, hybrid cloud, mainframe, and quantum initiatives while deepening board-level...
NYSE:WU
NYSE:WUDiversified Financial

Does Western Union's New AI Hub In Hyderabad Deepen Its Digital Transformation Story For WU?

Western Union has opened a Global Capability Center in Hyderabad, India, with HCLTech to drive AI-led innovation, platform modernization and engineering excellence across its payments and digital operations, adding to its existing Pune Tech Center. The Hyderabad hub, powered by HCLTech’s AI Force™ and other tools, positions Western Union to deepen its technology partnership and centralize next-generation payments infrastructure, customer experience and operational capabilities in a key...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel (NasdaqGS:INTC) Valuation Check As Apple And Nvidia Weigh U.S. Foundry Partnerships

Intel (INTC) is back in focus after reports that Apple and Nvidia are actively exploring using Intel’s U.S. foundry capacity for future chip production, along with progress in its next generation manufacturing technologies. See our latest analysis for Intel. The share price has moved sharply in recent months, with a 1-day share price return of 4.99%, 7-day return of 14.83% and 90-day return of 31.76%. The 1-year total shareholder return of about 1.5x highlights how sentiment around Intel’s...
NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

A Look At BGC Group (BGC) Valuation After New FCA Benchmark Administrator Approval

BGC Group (BGC) shares are in focus after the company reported that BGC Brokers L.P. is now authorized as a U.K. registered benchmark administrator with the Financial Conduct Authority under U.K. Benchmarks Regulation. See our latest analysis for BGC Group. The FCA benchmark approval comes as BGC Group’s 1-month share price return of 3.36% and year to date share price return of 3.36% contrast with a 1-year total shareholder return decline of 2.61%, while the 3-year and 5-year total...
NYSE:FN
NYSE:FNElectronic

Fabrinet (FN) Is Up 5.4% After Strong Q2 Earnings And HPC Momentum - Has The Bull Case Changed?

Fabrinet reported its fiscal second-quarter 2026 results on February 2, posting sales of US$1,132.89 million and net income of US$112.63 million, both higher than a year earlier, with diluted earnings per share from continuing operations rising to US$3.11. The results highlight how growth in Telecom, Data Center Interconnect, and an expanding High-Performance Computing business is reshaping Fabrinet’s mix beyond its traditional telecom focus. We’ll now look at how this broader...
NasdaqGS:HQY
NasdaqGS:HQYHealthcare

Assessing HealthEquity (HQY) Valuation After Fresh GARP-Focused Growth And Profitability Analysis

Why HealthEquity is back on GARP investors’ radar Recent analysis placing HealthEquity (HQY) in the Growth at a Reasonable Price category has drawn renewed attention, as investors compare its earnings, revenue trends, profitability, and balance sheet with its recent share price performance. See our latest analysis for HealthEquity. HealthEquity’s recent share price performance has been mixed, with a 1-day share price return of 1.63% and a 7-day share price return of 2.04%. This contrasts with...
NYSE:JCI
NYSE:JCIBuilding

Is Johnson Controls International (JCI) Pricing In Too Much Growth After Recent Share Price Surge

If you are wondering whether Johnson Controls International (NYSE:JCI) still offers value after a strong run, this article walks through what the current share price might be implying. The stock last closed at US$122.98, with returns of 6.9% over the past 7 days, 0.5% over the past 30 days, 0.5% year to date, 62.2% over 1 year, 98.6% over 3 years and 163.5% over 5 years. Recent news around Johnson Controls International has focused on long term themes such as building efficiency, smart...
NYSE:DLX
NYSE:DLXCommercial Services

Assessing Deluxe (DLX) Valuation After Payfinia Partnership And Solid Quarterly Results

Deluxe (DLX) has moved into focus after partnering with Payfinia to bring the Paze digital wallet to more banks, credit unions, and merchants, alongside reporting fourth quarter sales of US$535.3 million and net income of US$15.1 million. See our latest analysis for Deluxe. Investors appear to be responding to the Paze partnership and recent earnings update, with Deluxe’s 30 day share price return of 25.46% and 90 day share price return of 52.72% building on a 30.33% one year total...
NYSE:MSCI
NYSE:MSCICapital Markets

Why MSCI (MSCI) Is Up 5.1% After Earnings Beat, Bigger Dividend And Ongoing Buybacks

MSCI Inc. has released its fourth-quarter and full-year 2025 results, reporting quarterly revenue of US$822.53 million and net income of US$284.67 million, alongside a higher full-year profit of US$1.20 billion and a first-quarter 2026 cash dividend of US$2.05 per share declared in the past week. Along with these results, MSCI has been returning capital through ongoing share repurchases totaling about US$2.84 billion across recent authorizations, underscoring management’s continued focus on...
NYSE:OC
NYSE:OCBuilding

Owens Corning Faces Margin Strain As Growth Outlook And Strategy Scrutinized

Owens Corning, NYSE:OC, is facing weaker core business performance alongside rising expenses, signaling mounting operational pressure. Recent results highlight multi year underperformance in organic revenue growth and a decline in operating margins, with cost control becoming more challenging. These trends are prompting fresh questions about the company’s growth outlook, reliance on acquisitions, and future capital allocation priorities. For investors watching Owens Corning at a share price...
NasdaqGS:SRRK
NasdaqGS:SRRKBiotechs

A Look At Scholar Rock (SRRK) Valuation After A Strong 3 Month Share Price Return

Scholar Rock Holding (SRRK) has attracted investor attention recently, with shares last closing at US$46.61 and total return over the past 3 months sitting at 66.17%, following multi year volatility. See our latest analysis for Scholar Rock Holding. The recent 1 day share price return of 5.12% and 30 day share price return of 8.90% sit within a much stronger 90 day share price return of 66.17%. At the same time, the 3 year total shareholder return of 278.33% contrasts with a 5 year total...
NYSE:RXO
NYSE:RXOTransportation

RXO Accounting Leadership Shift Puts Focus On Earnings Quality And Valuation

RXO (NYSE:RXO) has appointed Daniel Morris as its new Chief Accounting Officer. He will succeed current Chief Accounting Officer Jason Kerr, who plans to retire later this year. The change affects a key financial leadership role that is closely watched by investors. RXO, trading at $15.49, combines this executive transition with a mixed recent share performance profile. The stock is up 2.6% over the past week and 20.6% over the past month, while the 1 year return shows a 37.1% decline and...
NYSE:MOD
NYSE:MODBuilding

Is Modine (MOD) Share Price Running Ahead Of Its Earnings Growth Story?

If you are wondering whether Modine Manufacturing's share price actually reflects its value, or if the market is getting ahead of itself, this article is designed to help you make sense of where things stand. The stock last closed at US$196.07, with returns of 32% over 7 days, 39.2% over 30 days, 39.2% year to date, 103.2% over 1 year, a very large return over 3 years of around 7x, and 1,224.8% over 5 years. This naturally raises questions about what is already priced in. Recent coverage...
NasdaqGS:BIIB
NasdaqGS:BIIBBiotechs

Biogen (BIIB) Valuation Check After FDA Breakthrough Therapy Designation For Litifilimab

Biogen (BIIB) is back in focus after the U.S. Food and Drug Administration granted Breakthrough Therapy Designation to its investigational drug litifilimab for cutaneous lupus erythematosus, highlighting renewed regulatory attention on its pipeline. See our latest analysis for Biogen. Biogen’s latest FDA updates come after a 19.93% 90 day share price return and a 25.82% 1 year total shareholder return. However, 3 and 5 year total shareholder returns remain sharply negative, suggesting recent...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Assessing Texas Instruments (TXN) Valuation After Strong Guidance And Data Center Growth Signals

Texas Instruments (TXN) is back in focus after issuing first quarter 2026 guidance that topped analyst expectations, with management highlighting sharp year over year growth in its data center business as a key driver. See our latest analysis for Texas Instruments. The upbeat guidance and data center commentary arrived after a sharp swing in sentiment, with the share price climbing to US$225.01 on the back of a 26.8% year to date share price return and a 41.2% 90 day share price return, while...