U.S. Gas Utilities Stock News

NYSE:CMI
NYSE:CMIMachinery

Cummins Stock And 2 U.S. Manufacturers Facing A New Tariff Test

Fresh Section 301 tariffs of 10% to 12.5% on imports from 60 trading partners are shaking up cost structures for companies that rely on overseas supply, while potentially shifting more production and pricing power back toward U.S. manufacturers. For investors, that creates both opportunity and risk as higher import costs, possible retaliation, and inflation all filter through to earnings and valuations. This article walks through three U.S. domestic manufacturing stocks from our screener that...
NYSE:KBR
NYSE:KBRProfessional Services

Why KBR (KBR) Is Up 5.3% After Team ORION Defence Resilience Alliance Launch

On 17 July 2026, Unipart Group, KBR and IBM announced the launch of Team ORION, a joint operation aimed at delivering integrated operational resilience, logistics and advanced technology solutions to the UK Ministry of Defence. This alliance positions KBR at the center of a unified, sovereign capability intended to address complex defence support needs through scaled, long-term delivery. We’ll now examine how KBR’s role in Team ORION, especially its defence logistics and infrastructure...
NasdaqGS:MCBS
NasdaqGS:MCBSBanks

Is MetroCity Bankshares (MCBS) Fully Valued As Strong Earnings Put Valuation In Focus?

MetroCity Bankshares (MCBS) is back in focus after reporting second quarter 2026 results, with net interest income of US$44.04 million and net income of US$22.13 million, alongside a recently affirmed quarterly dividend. See our latest analysis for MetroCity Bankshares. MetroCity Bankshares' latest earnings update and affirmed dividend come after a strong run in the stock, with a 39.21% year to date share price return and a 90.56% three year total shareholder return suggesting momentum has...
NYSE:FOUR
NYSE:FOURDiversified Financial

Did Shift4 One’s Tax-Free Shopping Launch Just Shift Shift4 Payments’ (FOUR) Investment Narrative?

Earlier this month, Shift4 Payments launched Shift4 One, an all-in-one handheld device that combines payments, dynamic currency conversion, and automated tax-free shopping, initially rolled out across the UK, Ireland, Spain, and Germany with plans to reach 15 European countries by year-end. This product is the first to merge Shift4’s payment capabilities with Global Blue’s tax-refund expertise, aiming to simplify merchant operations while automating eligibility detection that can...
NasdaqGS:EBC
NasdaqGS:EBCBanks

The Bull Case For Eastern Bankshares (EBC) Could Change Following New Buyback And Trimmed 2026 Guidance

Earlier in July 2026, Eastern Bankshares reported second-quarter results showing higher net interest income and net income year on year, maintained its US$0.15 quarterly dividend, authorized a new share repurchase program of up to 11,350,000 shares through 2027, and slightly lowered full-year 2026 net interest income guidance to US$1.01–US$1.02 billion. Alongside steady net charge-offs of US$9.8 million, or 0.17% of average loans, the combination of higher earnings, an ongoing buyback, and a...
NYSE:ELF
NYSE:ELFPersonal Products

e.l.f. Beauty (ELF) Rebounds In The Short Term, Is It Fully Priced?

e.l.f. Beauty (ELF) has drawn fresh investor attention after recent share price moves, with the stock up 1.6% over the past day and 4.9% over the past week on available data. See our latest analysis for e.l.f. Beauty. Looking beyond the latest move, e.l.f. Beauty’s 30-day share price return of 14.7% and 90-day share price return of 21.4% sit against a 1-year total shareholder return that is down 36.0%. Recent momentum therefore contrasts with weaker longer term results. If this kind of...
NYSE:STE
NYSE:STEMedical Equipment

STERIS (STE) Looks Modestly Undervalued, Is The Recent Pullback A Better Entry Point?

Without a specific catalyst driving headlines, STERIS (STE) still attracts attention from investors reviewing its recent share performance and financial profile, particularly given its infection prevention focus across healthcare, life sciences, and sterilization services. See our latest analysis for STERIS. Recent share price returns for STERIS have been mixed, with the stock up 1.63% over the last day but down 14.39% year to date. The 1 year total shareholder return declined 6.13%,...
NYSE:XYZ
NYSE:XYZDiversified Financial

Is Square (SQ) Quietly Becoming the Operating System for Mid‑Sized Retail Chains?

Honolulu Cookie Company recently announced that it is expanding its partnership with Square, now running Square’s retail platform, loyalty tools, and integrated inventory systems across 14 locations in Oahu, Maui, Las Vegas, and Guam, supporting a new flagship store concept opened in July 2026. This expansion shows how Square’s end-to-end ecosystem, from customer data and loyalty to inventory integrations and handheld devices, can underpin multi-location retailers’ efforts to scale...
NasdaqGS:HON
NasdaqGS:HONIndustrials

Honeywell International (HON) Is Up 8.1% After Profit Surge And Dividend Update Has The Bull Case Changed?

Honeywell International Inc. previously declared a quarterly dividend of US$0.70 per share, payable on September 4, 2026, to shareholders of record on August 14, 2026, while also reporting second-quarter 2026 revenue of US$9,719 million and net income of US$5.68 billion. The very large year-over-year jump in net income and earnings per share highlights how Honeywell’s recent financial performance has differed from the prior year’s results. With this sharp improvement in reported...
NasdaqGS:EEFT
NasdaqGS:EEFTDiversified Financial

Is Euronet Worldwide (EEFT) Still Undervalued As Its Digital Payments Story Gains Attention?

Euronet Worldwide (EEFT) has drawn fresh attention after its recent share price move, with the stock up about 13% over the past month and roughly 5% over the past 3 months. See our latest analysis for Euronet Worldwide. Set against a 1 year total shareholder return that declined 23.6%, Euronet Worldwide’s recent 30 day share price return of 12.6% and 7.0% year to date share price gain suggest improving momentum as investors reassess growth prospects and risks. If this kind of renewed interest...
NYSE:CAG
NYSE:CAGFood

Did Impairment-Driven Losses, Dividend Cut and New Debt Just Recast Conagra Brands' (CAG) Investment Narrative?

Conagra Brands recently reported fourth-quarter and full-year results to May 31, 2026, posting sales of US$2,882.1 million for the quarter and a net loss of US$1,616.9 million, driven largely by very large goodwill and intangible asset impairment charges, and the board approved a reduced quarterly dividend of US$0.175 per share. The company also completed a US$499.07 million fixed-income offering of 5.400% senior unsecured notes due 2031, which, alongside the impairments and dividend cut,...
NYSE:KEY
NYSE:KEYBanks

KeyCorp (KEY) Reports Higher Charge Offs, Is It Still Below Fair Value?

Why KeyCorp’s latest credit metrics matter for stock investors KeyCorp (KEY) recently reported second quarter net loan charge offs of $115 million compared with $102 million a year earlier, giving investors fresh information on credit costs and loan performance across the bank’s portfolio. See our latest analysis for KeyCorp. The recent uptick in net loan charge offs and the reaffirmed common and preferred dividends come at a time when KeyCorp’s share price is US$22.65. Short term momentum...
NYSE:NOC
NYSE:NOCAerospace & Defense

Is Northrop’s Upgraded 2026 Sales Outlook and Sentinel Expansion Altering The Investment Case For Northrop Grumman (NOC)?

In July 2026, Northrop Grumman reported higher second-quarter and first-half revenues year over year, raised its full-year 2026 sales guidance to a range of US$43.75 billion to US$44.25 billion, and outlined expectations for mid- to high single-digit third-quarter sales growth. The company also advanced its long-term deterrence footprint by breaking ground on a sixth building at its Roy Innovation Center to support the Sentinel ICBM program and related aerospace missions, expanding campus...
NYSE:GWW
NYSE:GWWTrade Distributors

Fastenal Stock And 2 US Dividend Growth Names For Reliable Income

Softer June inflation, firm expectations that the Federal Reserve will keep rates on hold for now, and a fresh spike in oil prices are pulling income focused investors in different directions. On one side, a steady rate backdrop can support demand for US dividend growth stocks with solid balance sheets and consistent payouts. On the other, stubborn energy costs keep the risk of future rate hikes alive. This article looks at 3 stocks from our US Dividend Growth Stocks screener that appear...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Telix-Regeneron Radiopharma Deal and Lawsuit Could Be A Game Changer For Regeneron Pharmaceuticals (REGN)

In July 2026, Telix Pharmaceuticals announced it had entered a collaboration with Regeneron Pharmaceuticals to co-develop and commercialize next-generation radiopharmaceutical cancer therapies, with Telix receiving an initial non-refundable US$40 million payment on signing. Soon after, Regeneron was hit with a securities class action lawsuit alleging misleading disclosures about a Phase III Fianlimab-Libtayo trial, highlighting legal and credibility questions around its oncology pipeline...
NYSE:CALY
NYSE:CALYLeisure

Is Callaway Golf’s (CALY) Discount-Driven Momentum Strengthening or Straining Its Earnings Story?

Recently, Callaway Golf drew attention after analysts gave it a top Zacks Rank, reflecting a stronger earnings outlook and momentum versus Consumer Discretionary peers. The debate now centers on whether discount-driven traffic can support healthier long-term margins, raising fresh questions about the durability of its improving fundamentals. With this in mind, we'll explore how the upgraded earnings outlook, despite margin concerns, reshapes Callaway Golf's broader investment...
NYSE:PKG
NYSE:PKGPackaging

Packaging Corporation of America (PKG) Is Up 9.1% After Record Shipments And Dividend Hike Has The Bull Case Changed?

Packaging Corporation of America recently reported past second-quarter 2026 results, with sales rising to US$2,489.9 million while net income eased to US$192.1 million, leading to lower earnings per share than a year earlier. Alongside record corrugated shipments and early benefits from the Greif containerboard acquisition, the company also announced a containerboard price increase and a sharply higher dividend, underscoring management’s confidence in its operating momentum. Now we’ll...
NYSE:BAC
NYSE:BACBanks

How Investors May Respond To Bank of America (BAC) Dividend Hike Backed By Higher Quarterly Earnings

Bank of America recently raised its regular quarterly common stock dividend to US$0.32 per share, a US$0.04 increase, and reported second-quarter 2026 net income of US$9,074 million on net interest income of US$15,997 million, both higher than a year earlier. This higher shareholder payout, alongside improved credit costs with net charge-offs easing to US$1,412 million, underscores how the bank is balancing capital returns with loan portfolio risk management. Next, we’ll explore how this...
NasdaqGS:BANR
NasdaqGS:BANRBanks

Is Banner (BANR) A Bargain After Its Q2 2026 Earnings And Dividend Update?

Banner (BANR) is back on investors’ radar after its second quarter 2026 earnings report and dividend affirmation. The update offers fresh data on profitability, shareholder payouts and how the regional bank is positioned today. See our latest analysis for Banner. Banner’s 12.52% year to date share price return and 11.55% total shareholder return over the past year point to steady momentum. The 64.32% three year total shareholder return highlights how longer term holders have been rewarded as...
NYSE:MAN
NYSE:MANProfessional Services

ManpowerGroup (MAN) Earnings Turnaround Keeps Valuation Questions In Play

What the latest ManpowerGroup earnings mean for investors ManpowerGroup (MAN) is back in focus after the company moved from a net loss a year ago to net income in the second quarter of 2026, while also issuing fresh third quarter earnings guidance. The company reported second quarter net income of US$53.5 million and outlined an expected diluted earnings per share range of US$0.96 to US$1.06 for the upcoming quarter, including an estimated 2 cent currency headwind. See our latest analysis for...
NYSE:PM
NYSE:PMTobacco

Philip Morris International (PM) Gets FDA Backing For ZYN On Fair Value Stays In Focus

The U.S. Food and Drug Administration has granted Philip Morris International (PM) permission to market its ZYN nicotine pouches as modified risk tobacco products, marking the first such designation for smoke free pouches in the U.S. See our latest analysis for Philip Morris International. For investors, this FDA milestone comes during a strong period for Philip Morris International, with a 19.95% 90 day share price return and a 143.58% five year total shareholder return. This suggests that...
NYSE:DEA
NYSE:DEAOffice REITs

Has Easterly Government Properties (DEA) Run Too Far Ahead Of Its Valuation?

Easterly Government Properties (DEA) is drawing investor interest after recent share price moves, with the stock last closing at $25.33. This price puts the government-focused REIT’s market value at about $1.30b. See our latest analysis for Easterly Government Properties. Over the past year, Easterly Government Properties has combined an 18.86% year-to-date share price return with a 20.11% total shareholder return. The 3-year and 5-year total shareholder returns are 10.78% and 35.31% lower,...
NYSE:RF
NYSE:RFBanks

Regions Financial (RF) After Strong Earnings And A Dividend Hike Looks Modestly Undervalued

Regions Financial earnings and dividend move into focus Regions Financial (RF) is back on investors’ radar after reporting second quarter 2026 results that included modestly higher net interest income and net income, paired with a 13% increase in its quarterly common dividend. See our latest analysis for Regions Financial. Regions Financial’s recent earnings, dividend uplift and completed share buyback have arrived alongside an 11.97% year to date share price return and a 21.48% total...
NYSE:ONON
NYSE:ONONLuxury

Palantir Stock And 2 Cash Flow Picks Trading Below Fair Value

Global markets are wrestling with higher energy costs, uneven growth signals, and central banks that are hesitant to move too quickly on interest rates. In this kind of mixed backdrop, investors often look for companies where the cash being generated by the business is not fully reflected in the share price. The Undervalued Stocks Based On Cash Flows screener focuses exactly on that and highlights stocks that SWS DCF valuation suggests are trading below their fair value. In this article, you...