U.S. Consumer Finance Stock News

In February 2026, Valvoline Inc. filed a shelf registration for an Employee Stock Ownership Plan–related offering of 12,078,021 common shares, with a total potential value of about US$455.10 million. This ESOP-linked shelf registration highlights how Valvoline may use equity-based programs as part of its broader approach to employee alignment and capital structure flexibility. Next, we’ll examine how this ESOP-related shelf registration, and the potential for future share issuance, may...

New York State Common Retirement Fund filed an exempt solicitation targeting Starbucks (NasdaqGS:SBUX). The fund is urging shareholders to vote against the re-election of Directors Jørgen Vig Knudstorp and Beth Ford. The vote is scheduled for Starbucks upcoming annual meeting. Starbucks, the global coffee chain with a large footprint in retail stores and consumer packaged goods, now finds its board under scrutiny from a major public pension fund. Shareholder activism like this often focuses...

Ecolab (ECL) is back in focus after its fourth quarter and full year 2025 results topped Wall Street forecasts for adjusted earnings and revenue, a combination that has supported a fresh burst of investor interest. See our latest analysis for Ecolab. The upbeat Q4 surprise and ongoing share repurchases have coincided with solid momentum, with a 30 day share price return of 7.9% and a 90 day share price return of 13.15%. The 3 year total shareholder return of 98.08% highlights how long term...

Recent performance snapshot Driven Brands Holdings (DRVN) is back on many investors’ screens after a strong recent run in the share price, with gains over the month and past 3 months standing out against longer term returns. See our latest analysis for Driven Brands Holdings. The recent 20.96% 3 month share price return and 17.79% year to date share price return at a latest price of $17.08 sit against a weaker 3 year total shareholder return of 38.93% and 5 year total shareholder return of...

In recent days, Intuitive Machines disclosed that CEO Stephen J. Altemus sold 86,803 shares to cover tax obligations from vesting restricted stock units, while the company secured new business including an US$8.2 million contract extension with the U.S. Air Force Research Laboratory’s Space Vehicles Directorate. At the same time, short interest has climbed to a level well above peers and rising geopolitical tensions have pushed investor attention toward space-focused aerospace and defense...

Why the latest equity raise matters for Essential Properties Realty Trust Essential Properties Realty Trust (EPRT) has raised approximately US$350 million through a completed follow on equity offering of 10,869,565 common shares, priced at US$32.20 with a US$1.288 discount per share. This capital raise comes shortly after the company reported its fourth quarter and full year 2025 results. It provides a current data point to consider how the new equity, reported revenue of US$561.22 million,...

Why the new equity raise matters for Select Water Solutions Select Water Solutions (WTTR) recently launched and priced an underwritten public offering of about 13.7 million Class A shares at US$12.75, a discount to the prior close, with proceeds earmarked for broad corporate uses. The stock reacted quickly, with shares dropping more than 8% after the below-market pricing was announced, as investors weighed immediate dilution against the company’s plans for water infrastructure projects,...

Brixmor Property Group (BRX) shares are in focus after the company reported fourth quarter and full year 2025 results, issued 2026 earnings guidance, and reaffirmed its quarterly cash dividend for shareholders. See our latest analysis for Brixmor Property Group. The earnings release, fresh 2026 guidance and dividend affirmation have come alongside firm price momentum, with a 30 day share price return of 12.31% and a year to date share price return of 14.25%. The 5 year total shareholder...

SS&C Technologies Holdings (SSNC) recently confirmed a quarterly dividend of $0.27 per share and launched the ALPS Nautilus SMR, Nuclear & Technology ETF, while also completing onboarding for Australian super fund REI Super. See our latest analysis for SS&C Technologies Holdings. Despite the dividend confirmation and new ETF launch, SS&C Technologies Holdings' recent share price momentum has softened, with a 30 day share price return of a 16.33% decline and a year to date share price return...

Super Group (SGHC) Limited recently attracted attention ahead of its now-reported Q4 2025 results, with analysts expecting earnings between US$0.15–US$0.20 per share on revenue of about US$666.91 million. This build-up was intensified by sharply contrasting analyst opinions, a short thesis from Spruce Point Capital, Benchmark’s optimistic outlook, and a US$0.25 special cash dividend highlighting management’s confidence in the balance sheet. Against this backdrop of diverging analyst views...

What Sprouts Farmers Market’s recent share performance might be telling you Sprouts Farmers Market (SFM) has drawn investor attention after a year in which the share price shows a 53% decline in total return, despite positive annual revenue and net income growth. See our latest analysis for Sprouts Farmers Market. The recent share price return shows a 16.32% decline year to date and a 15.11% decline over 90 days, while the 3 year and 5 year total shareholder returns of 120.38% and 219.66%...

Moody's Corporation recently reported higher fourth-quarter and full-year 2025 revenue and net income, increased its quarterly dividend to US$1.03 per share, completed a multi-year share repurchase program totaling about US$5.29 billion, filed a shelf registration for debt securities, and opened a new regional headquarters in Riyadh, Saudi Arabia. Together, the stronger earnings, capital returns, new financing flexibility, and expanded presence in the Middle East highlight how Moody's is...

Why Celanese is Back on Investors’ Radar Celanese (CE) has caught investor attention after recent share price swings, with the stock down around 1% on the day and roughly 8% over the past week, yet showing a gain over the past month. See our latest analysis for Celanese. For context, Celanese’s recent pullback comes after a strong run, with a 30 day share price return of 13.87% and a 90 day share price return of 39.64%, while the 1 year total shareholder return is 2.81% and longer term total...

Why Essex Property Trust (ESS) Is Back on Investors’ Radar Essex Property Trust (ESS) has drawn renewed attention after a mixed set of return figures, with a roughly flat move over the past month and a negative total return over the past year. For a large West Coast focused multifamily REIT with over 62,000 apartment homes and annual revenue of about US$1.94b, these recent return numbers give investors a fresh reason to revisit the story. See our latest analysis for Essex Property Trust. At a...

In February 2026, DoorDash reported full-year 2025 results showing sales rising to US$13.72 billion from US$10.72 billion and net income increasing to US$935 million from US$123 million, alongside mixed fourth-quarter performance and heavier investment plans. Investors and analysts are focusing on DoorDash’s push beyond restaurant delivery into grocery, retail, and a unified global tech platform, even as these initiatives increase costs and pressure near-term margins. We’ll now examine how...

Earlier in February 2026, Rackspace Technology announced a new collaboration with Palantir Technologies under which Rackspace will host and manage Palantir’s Foundry and Artificial Intelligence Platform in its private cloud and UK sovereign data centers, with plans to expand its Palantir-trained engineering team from 30 to 250 within a year. This collaboration positions Rackspace as a key managed-services partner for regulated industries that want Palantir’s AI capabilities without relying...

NOV (NOV) is back in focus after its Board of Directors approved a 20% increase in the regular quarterly cash dividend to $0.09 per share, which signals the company’s current capital return priorities. See our latest analysis for NOV. That dividend hike comes as NOV’s share price has climbed to $20.39, with a 7 day share price return of 6.2% and a 90 day share price return of 35.66%. This suggests momentum has been building, while the 1 year total shareholder return of 40.30% contrasts with a...

Why Goosehead Insurance has been drawing fresh attention Goosehead Insurance (GSHD) has been drawing fresh interest after a difficult stretch for the share price, with the stock around US$44.45 and showing negative returns over the past year and past 3 months. See our latest analysis for Goosehead Insurance. The recent 1 day share price return of 1.6% comes after a 30 day share price return decline of 35.22% and a 1 year total shareholder return loss of 58.33%. This signals fading momentum...

Earlier in February 2026, The Wendy's Company reported softer 2025 results, flat 2026 global systemwide sales guidance, plans to close 5–6% of U.S. stores, and maintained its regular US$0.14 quarterly dividend while continuing product launches such as Thin Mints Frosty treats and new limited-time savory items. At the same time, activist investor Trian Partners, led by Nelson Peltz with about a 16% stake, said Wendy’s is undervalued and is reviewing options that could include leadership...

FedEx (FDX) is back in focus after recent guidance through 2029, a planned spin off of FedEx Freight, and a reaffirmed quarterly dividend of $1.45 per share caught investors’ attention. See our latest analysis for FedEx. The guidance out to 2029, plans to spin off FedEx Freight, and reaffirmed dividend appear to have come against a supportive backdrop, with a 30 day share price return of 27.7% and a 1 year total shareholder return of 56.45% suggesting momentum has been building rather than...

In early February, analysts at J.P. Morgan and UBS reiterated Hold ratings on Regions Financial while upgrading their outlook on the bank amid a supportive regulatory backdrop and steady sector fundamentals, even after the company’s fiscal Q4 2025 results missed estimates. At the same time, Regions’ dividend profile, including a US$0.26 per share payout and several increases over recent years, has helped underpin investor confidence despite mixed earnings. With recent analyst commentary...

Jones Lang LaSalle: Recent Moves Catch Investor Attention Jones Lang LaSalle (JLL) has drawn fresh interest after recent trading activity left the stock with a 1 day return near flat, a solid 7 day gain, and weaker performance over the past month. See our latest analysis for Jones Lang LaSalle. That recent 8.6% 7 day share price return comes after a softer 30 day share price return of about an 11% decline and a year to date decline of 6.5%, while the 1 year total shareholder return of 19.8%...

If you are looking at Bitdeer Technologies Group and wondering whether the recent share price reflects a fair value, you are not alone. The stock last closed at US$7.78, after share price returns of a 22.8% decline over 7 days, a 46.5% decline over 30 days and a 32.6% decline year to date, with a 40.6% decline over the past year and a 26.9% decline over three years. Recent news coverage has focused on Bitdeer Technologies Group as a listed player in the broader software and crypto...

Avery Dennison Corporation recently reported Q4 results showing 3.9% year-on-year revenue growth, a slight revenue miss versus estimates, and EPS guidance that came in modestly ahead of analyst expectations, while maintaining a 16.4% adjusted EBITDA margin and generating over US$700.00 million in adjusted free cash flow. These results highlight how the company’s ability to sustain margins and strong cash generation, despite tariff pressures and softer consumer volumes, is becoming an...