U.S. Gas Utilities Stock News

NYSE:LNC
NYSE:LNCInsurance

Why Lincoln National (LNC) Is Up 10.3% After Swinging to Profit and Raising Preferred Dividends – And What's Next

In late July 2026, Lincoln National Corporation reported second-quarter revenue of US$4,542 million and net income of US$1,332 million, alongside declaring semi-annual and quarterly dividends on its Series C and Series D preferred stocks payable on September 1, 2026 to holders of record on August 17, 2026. The sharp year-over-year improvement in quarterly and half-year earnings, including a shift from a net loss to over US$1.16 billion in profit for the first six months, highlights how...
NYSE:ABR
NYSE:ABRMortgage REITs

Arbor Realty Trust (ABR) Following Earnings And Dividend News Looks Undervalued

Arbor Realty Trust (ABR) has drawn fresh attention after declaring a quarterly cash dividend of $0.17 per share, alongside second quarter results that combined higher reported sales with a shift from profit to net loss. See our latest analysis for Arbor Realty Trust. At a last close of $5.01, Arbor Realty Trust’s 1-day share price return of 4.59% came after its earnings and dividend announcements. However, the 90-day share price return declined 36.82% and the 1-year total shareholder return...
NYSE:QTWO
NYSE:QTWOSoftware

Is Q2 Holdings (QTWO) Undervalued Following Strong Q2 Earnings And Raised 2026 Guidance?

Why Q2 Holdings’ latest earnings are drawing attention Q2 Holdings (QTWO) recently reported second quarter 2026 earnings with higher sales, net income and earnings per share than a year earlier. The company also raised its full year revenue and adjusted EBITDA guidance. See our latest analysis for Q2 Holdings. The strong second quarter update and raised 2026 guidance have coincided with a sharp swing in sentiment toward Q2 Holdings. The company has recorded a 21.25% 1 month share price return...
NYSE:KEX
NYSE:KEXShipping

Is Kirby (KEX) Using Buybacks And Marine Acquisitions To Quietly Redraw Its Core Strategy?

In the second quarter of 2026, Kirby Corporation reported revenue of US$922.4 million with flat earnings per share, completed a long-running US$952.42 million buyback totaling 10,551,793 shares, and issued full-year 2026 earnings per share growth guidance of 5% to 15% while continuing to evaluate acquisitions. Management’s willingness to keep repurchasing shares alongside pursuing marine-focused acquisitions highlights a dual focus on capital returns and expanding service capabilities within...
NasdaqGS:FCNC.A
NasdaqGS:FCNC.ABanks

What First Citizens BancShares (FCNC.A)'s Strong Q2, Buybacks and Dividend Hike Mean For Shareholders

In July 2026, First Citizens BancShares reported second-quarter results showing net income of US$672 million and confirmed full-year 2026 earnings and net interest income guidance, while also completing a US$2.69 billion share repurchase program and declaring a quarterly dividend of US$2.10 per share. The combination of stronger earnings versus a year ago, ongoing capital returns through buybacks and dividends, and reaffirmed guidance signals management’s confidence in the bank’s current...
NYSE:NWN
NYSE:NWNGas Utilities

Northwest Natural Holding (NWN) On Texas Growth Hopes, Is The Valuation Case Too Easy?

How Northwest Natural Holding Stock Has Been Trading Recently Northwest Natural Holding (NWN) stock has been relatively steady recently, with a last close of $48.92 and mixed short term moves that include a 2.2% daily decline and a 5.3% drop over the past week. Over the past month the share price is marginally higher, while the past 3 months show a 7.5% decline. Year to date, the stock is up 4.7%, and the reported 1 year total return is 27.7%. See our latest analysis for Northwest Natural...
NYSE:HNI
NYSE:HNICommercial Services

HNI (HNI) Could Be 35% Undervalued Following Strong Guidance And Steelcase Boost

HNI (HNI) stock is in focus after the company released second quarter 2026 results and issued updated guidance that points to further growth in Workplace Furnishings, including a very large contribution from Steelcase. See our latest analysis for HNI. The fresh guidance around Workplace Furnishings, including the large Steelcase contribution, arrives as HNI’s short-term momentum strengthens. The company has a 1-month share price return of 10.75% and a 3-month share price return of 20.22%,...
NYSE:LAZ
NYSE:LAZCapital Markets

Did Lazard's (LAZ) Weak Q2 Earnings and Bigger Buyback Just Recast Its Investment Narrative?

Lazard, Inc. reported second-quarter 2026 net income of US$4.81 million, a sharp drop from US$55.35 million a year earlier, while six-month net income eased to US$105.72 million and earnings per share declined on both a quarterly and year-to-date basis. At the same time, Lazard reaffirmed a US$0.50 quarterly dividend and expanded its long-running share repurchase authorization to US$3.80 billion, signaling continued capital returns even as near-term profitability softened. We’ll now examine...
NasdaqGS:SANM
NasdaqGS:SANMElectronic

Sanmina (SANM) Is Down 11.0% After Raising Full-Year Revenue Guidance Has The Bull Case Changed?

In July 2026, Sanmina Corporation reported third-quarter results showing sales of US$3.46 billion and net income of US$117.13 million, alongside updated guidance for fourth-quarter revenue of US$3.3 billion to US$3.6 billion. Management also raised full-year revenue guidance to US$14.0 billion to US$14.3 billion, signaling increased confidence in the company’s operational momentum and order visibility. We’ll now examine how Sanmina’s stronger third-quarter earnings and higher full-year...
NasdaqCM:CORT
NasdaqCM:CORTPharmaceuticals

AppLovin Stock And 2 More AI Infrastructure Growth Picks With Insider Backing

With inflation trends tied to energy prices, shifting central bank expectations and strong signals from areas like semiconductors and commodities, many investors are looking for companies that management teams clearly back with their own capital. Fast growing stocks with high insider ownership can offer that mix. The focus is on companies where analysts see optimistic prospects and insiders have meaningful skin in the game. This article walks through that theme and highlights 3 stocks from...
NasdaqGS:PFG
NasdaqGS:PFGInsurance

Should Principal’s Dividend Hike and Major Buyback Shape a New Capital Strategy for PFG Investors?

Principal Financial Group, Inc. recently reported past second-quarter 2026 results, with revenue rising to US$3,905.8 million and diluted EPS from continuing operations edging higher year over year, while net income was slightly lower, and also increased its quarterly dividend to US$0.8400 per share payable on September 25, 2026. Over the same period, the company completed a sizable share repurchase under its February 2025 authorization, retiring 5,384,344 shares for about US$516.28 million,...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Morningstar (MORN) Is Up 11.6% After Earnings Beat And Index Rebrand - What's Changed

Morningstar, Inc. recently reported past second-quarter 2026 results showing sales of US$663.2 million and net income of US$107.8 million, alongside continued share repurchases under its existing buyback program. The company also completed rebranding the CRSP Market Indexes to the Morningstar Market Indexes, bringing benchmarks linked to more than US$3.00 trillion in investor assets directly under the Morningstar name. Next, we will examine how Morningstar’s higher quarterly earnings and...
NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

Itron (ITRI) Earnings And Guidance Put Its Valuation Narrative To The Test

What Itron’s latest earnings and guidance tell you Itron (ITRI) released second quarter results that showed lower revenue and net income compared to a year earlier, while also giving investors specific revenue ranges for the third quarter and full year 2026. See our latest analysis for Itron. Itron’s recent earnings update and ongoing share repurchases sit against a mixed price picture, with a strong 18.33% 7 day share price return and 16.70% 90 day share price return, but a 1 year total...
NYSE:WU
NYSE:WUDiversified Financial

Is Western Union (WU) Undervalued Following Its Earnings Miss And Guidance Update?

Western Union (WU) has come under renewed focus after second quarter earnings missed expectations, earnings per share declined, and management updated full year revenue guidance while outlining fresh cost saving plans. See our latest analysis for Western Union. Western Union's latest earnings update and guidance adjustment have coincided with sharp share price weakness, with the stock down 31.1% on a year to date share price return and a 58.0% decline on the 5 year total shareholder return...
NYSE:BBT
NYSE:BBTBanks

3 Bank Stocks Worth Watching As High Rates Reshape Lending Margins

Rising long term government bond yields, sticky mortgage rates near 7%, and concerns about government debt are reshaping the risk and reward trade off for financial stocks. Some banks and insurers in our Financial Sector Stocks screener could see their earnings mix, funding costs, and balance sheets tested by this new rate backdrop. Others may find pockets of opportunity as pricing and underwriting power shift. This article walks through three stocks from the screener that appear positively...
NYSE:HII
NYSE:HIIAerospace & Defense

L3Harris Stock Leads Defense Picks Backed by Long Term Military Demand

With central banks still locked on inflation, energy prices swinging on geopolitics and governments focused on security spending, many investors are looking for themes that feel grounded in long-term demand. The Aerospace And Defense screener highlights companies that build or support aircraft and defense systems, an area closely watched whenever geopolitical risk and policy debates heat up. This article walks through 3 stocks from that screener and explains why they stand out today so you...
NYSE:WCC
NYSE:WCCTrade Distributors

WESCO International (WCC) Lifts Outlook As Data Center Growth Puts Valuation In Focus

WESCO International (WCC) is back on investor radars after reporting record second quarter 2026 results, lifting its full year outlook as data center infrastructure and grid services became key earnings drivers. See our latest analysis for WESCO International. The recent earnings beat and higher 2026 guidance have kept momentum in WESCO International’s corner, with the 30 day share price return of 7.10% and year to date share price return of 36.24% adding to a 1 year total shareholder return...
NasdaqGM:FMBH
NasdaqGM:FMBHBanks

First Mid Bancshares (FMBH) Stock Looks Undervalued On Fair Value Yet Fair On Earnings

First Mid Bancshares stock has delivered a strong 84.4% return over the past three years, yet the valuation checks send a mixed message. The Excess Returns intrinsic value estimate points to meaningful upside, while earnings-based multiples look closer to fair. Over the past 3 years, First Mid Bancshares has returned 84.4%, which puts extra focus on whether the current price still leaves room for further value to be realised. Stronger recent earnings and revenue have supported sentiment...
NYSE:CFR
NYSE:CFRBanks

Does Strong Q2, Raised Guidance And Dividends Change The Bull Case For Cullen/Frost Bankers (CFR)?

Cullen/Frost Bankers, Inc. recently reported second-quarter 2026 results, with net interest income rising to US$447.73 million and net income to US$172.06 million, alongside slightly lower net charge-offs of US$9.53 million and board approval of common and preferred dividends payable on September 15, 2026. The combination of higher earnings, improved credit costs and continued cash returns to both common and preferred shareholders has strengthened the perception of Cullen/Frost’s operating...
NYSE:OLN
NYSE:OLNChemicals

Are Olin’s (OLN) Ongoing Losses Reframing Its Cost-Cut and Portfolio-Upgrade Narrative?

In the past quarter, Olin Corporation reported second-quarter 2026 sales of US$1,741.9 million, a slight year-over-year dip, while net loss widened to US$13.3 million as basic and diluted loss per share from continuing operations increased to US$0.12. Despite relatively stable revenue, Olin’s results highlighted how operational disruptions, such as the Freeport VCM outage, and continued losses are weighing on overall profitability across its portfolio. We’ll now examine how these loss-making...
NasdaqGS:ITRN
NasdaqGS:ITRNCommunications

Ituran Location And Control (ITRN) Could Be 25% Undervalued Following Vulcan Backing

Ituran Location and Control (ITRN) drew fresh investor attention after Vulcan Value Partners highlighted the stock in its Q2 2026 letter, citing what it described as strong Q1 results and contributions from long-term agreements with Stellantis, Renault, and BMW. See our latest analysis for Ituran Location and Control. Despite the latest Q1 update and the Vulcan Value Partners endorsement, Ituran Location and Control’s recent 30 day share price return is down 9.35%, while the year to date...
NYSE:GBCI
NYSE:GBCIBanks

Glacier Bancorp (GBCI) Posted Stronger Earnings, Is It Still 13% Below Fair Value?

Glacier Bancorp (GBCI) has drawn fresh attention after reporting second quarter 2026 results, with higher net interest income and net income, alongside an increase in net charge-offs tied to overdrafts and loans. See our latest analysis for Glacier Bancorp. Glacier Bancorp's mixed recent share price performance, with a 1-day share price return of 0.65% but a 30-day share price return down 6.56%, contrasts with a stronger 1-year total shareholder return of 18.27%. This indicates that longer...
NYSE:KN
NYSE:KNElectronic

Will Stronger Q2 Results and Completed Buybacks Change Knowles' (KN) Capital Allocation Narrative?

In the second quarter of 2026, Knowles Corporation reported higher sales and earnings compared with a year earlier, issued revenue and EPS guidance for the third quarter, and completed a multi‑year share repurchase program totaling 15,638,913 shares for US$294.07 million. Together, the improved profitability and ongoing capital return through buybacks highlight how Knowles is pairing earnings growth with an actively managed share base. We’ll now examine how Knowles’ stronger quarterly...
NYSE:PB
NYSE:PBBanks

Should Prosperity’s Earnings Beat, Buyback and M&A Ambitions Require Action From Prosperity Bancshares (PB) Investors?

In late July 2026, Prosperity Bancshares, Inc. reported higher second-quarter and year-to-date earnings, modest net charge-offs of US$2.2 million, completion of a US$70.75 million share repurchase program, and affirmed a US$0.60 quarterly dividend payable on October 1, 2026. Management also highlighted continued discussions around future bank acquisitions while prioritizing the integration of three recently acquired banks, underscoring both growth ambitions and execution risk. We’ll now...