U.S. Industrials Stock News

In the fourth quarter of 2025, Hancock Whitney Corporation completed a share repurchase of 4,306,000 shares, or about 5.06% of its stock, for US$251.04 million under the buyback program announced on December 12, 2024. On December 10, 2025, the Board authorized a new buyback plan allowing repurchases of up to 5% of outstanding shares through December 31, 2026, signaling ongoing capital return priorities. We’ll now examine how this renewed 5% share repurchase capacity could influence Hancock...

Ubiquiti (UI) just lost long time director Ronald A. Sege, leaving a vacant board seat and shrinking its audit committee to two independent members, which temporarily puts the company out of NYSE audit committee compliance. See our latest analysis for Ubiquiti. Even with this governance setback, Ubiquiti’s $558.39 share price still sits on the back of a powerful year to date share price return of 65.66 percent. The three and five year total shareholder returns of 111.65 percent and 108.72...

What Is Driving Installed Building Products Stock Now Installed Building Products (IBP) has quietly turned into one of the better long term performers in home construction, with the stock up roughly 53% year to date and over 40% in the past year. See our latest analysis for Installed Building Products. Even after a recent breather, with a 1 month share price return of 5.73% and a 3 year total shareholder return of 218.78%, IBP’s momentum still looks very much intact as investors lean into its...

Newegg Commerce recently drew attention after prominent investor Vladimir Galkin increased his stake to 3.6 million shares, or 17.6% of the company, coinciding with the company highlighting the successful completion of its AMD Game On esports and gaming event powered by AMD Ryzen and Radeon technology. Beyond reinforcing Newegg’s ties to the gaming community, Galkin’s larger position underscores how influential shareholders can reshape market interest even when operational news remains...

Entergy Texas has recently secured Public Utility Commission of Texas approval for its Cypress to Legend 500‑kV transmission line and executed construction and lease agreements for the planned 754‑megawatt Legend Power Station gas plant in Jefferson County, marking a major expansion of its Texas grid and generation footprint. Together with previously approved STEP Ahead resiliency investments and a very large Texas Energy Fund grant, these projects highlight Entergy’s growing role in...

Alexander’s, Inc. recently completed a US$175 million refinancing of its 615,000 square foot Rego Park II shopping center in Queens, New York, replacing a prior US$198.5 million loan and extending the maturity to December 2030 at an interest-only rate of SOFR plus 2.00%, currently 5.82%. By paying down US$23.5 million of principal while pushing out the loan’s maturity by five years, the REIT is reshaping its debt profile around one of its five New York City properties, with implications for...

Ulta Beauty (ULTA) shares have quietly outperformed over the past month, climbing about 11% even as broader retail has wobbled. That move has investors asking whether this beauty leader still offers attractive upside. See our latest analysis for Ulta Beauty. That recent 11.3% 1 month share price return sits on top of a strong year to date share price gain in the high 30s, with a 1 year total shareholder return of about 39%. This suggests momentum is still firmly on Ulta Beauty’s side even...

Earlier in December 2025, TKO Group Holdings, Inc. declared a fourth-quarter cash dividend of US$0.78 per share for Class A stockholders, with payment scheduled for December 30, 2025 to holders of record on December 15, 2025. This dividend, funded by an approximately US$150,000,000 distribution from TKO Operating Company, LLC, highlights ongoing cash returns to equity holders alongside recent capital return initiatives. With the new share repurchase program complementing this dividend, we’ll...

In recent months, the FirstEnergy Foundation has awarded US$100,000 in “Gifts of the Season” grants across five states, while FirstEnergy and subsidiary JCP&L began a major grid upgrade in Monmouth County as part of a US$28.00 billion Energize365 modernization plan through 2029. These community grants and long-term infrastructure investments highlight how FirstEnergy is pairing local social support with extensive grid reliability and capacity improvements. We’ll now examine how FirstEnergy’s...

VSE (VSEC) has quietly put together a strong multi year run, and its recent pullback after a steep year to date climb is catching investor attention. Let us unpack what the numbers suggest. See our latest analysis for VSE. At around $168.39 per share, VSE has cooled slightly after a big year to date climb, but with a powerful three year total shareholder return of 276.91 percent, the recent pause still looks more like consolidation than fatigue. If VSE's run has you thinking about what else...

Hyatt Hotels (H) just opened Park Hyatt Cabo del Sol, its first Park Hyatt in Mexico, giving the stock a fresh talking point around luxury growth and high spending leisure travel. See our latest analysis for Hyatt Hotels. The launch of Park Hyatt Cabo del Sol builds on a year where Hyatt’s 90 day share price return of 15.36 percent signals building momentum, even though the 1 year total shareholder return of 3.64 percent is more muted compared with a much stronger 3 year total shareholder...

Iofina plc recently announced an agreement with Western Midstream Partners to build and operate an IOsorb® plant in the Permian Basin that will use up to 50,000 barrels per day of Western Midstream’s produced water to extract iodine, with operations targeted to start in the second half of 2026. The arrangement underscores Western Midstream’s move to monetize produced water through royalty-linked iodine production while supporting higher-value, sustainability-focused water management. Next,...

Lemonade (LMND) is back on traders radar after announcing a direct connection between its auto insurance platform and Tesla vehicles in select states, a move that tightens its AI driven grip on digital car coverage. See our latest analysis for Lemonade. The Tesla integration lands on top of an already powerful run, with Lemonade’s 90 day share price return of 45.78 percent and year to date share price return of 123.58 percent signaling strong, momentum driven repricing. The 3 year total...

Earlier this week, Concentrix confirmed that its intelligent experience iX Product Suite was certified under a global AI governance, privacy, and security standard, highlighting its focus on responsible artificial intelligence. This certification, coupled with analyst commentary emphasizing demand for Concentrix’s AI-driven solutions and growth initiatives, reinforces the company’s positioning in enterprise AI-enabled customer experience services. We’ll now examine how this new AI governance...

Palomar Holdings (PLMR) is back in focus after recent market commentary flagged a tricky mix of weaker commercial pricing, a rotation out of insurance names, and nagging questions around underwriting margins. See our latest analysis for Palomar Holdings. Against that backdrop, Palomar’s share price has still posted a solid year to date share price return. The recent 7 day share price return of 8.2% suggests sentiment is stabilising after earlier volatility, and its multi year total...

Recently, Public Service Enterprise Group’s subsidiaries PSEG Long Island and Public Service Electric & Gas were ranked first and second in the J.D. Power 2025 Electric Utility Business Customer Satisfaction Study for large business customers in the East. This recognition reinforces the group’s long-running efforts to improve service quality and strengthens its reputation with both regulators and commercial clients. We’ll now examine how this top-tier customer satisfaction performance may...

iRobot (IRBT) just hit two major turning points at once: a voluntary Chapter 11 filing and a Nasdaq delisting notice, effectively signaling the endgame for its public equity story. See our latest analysis for iRobot. Those Chapter 11 and delisting headlines basically crystallise what the share price had been hinting at for a while. A 1 year total shareholder return of around minus 91 percent and multi year losses show that momentum has not just faded; it has largely evaporated, as equity...

Duluth Holdings (DLTH) has just posted Q3 2026 results with revenue of $114.9 million and basic EPS of -$0.29, as investors continue to watch how its top line and per share losses evolve. The company has seen quarterly revenue move from $127.1 million in Q3 2025 to $114.9 million in Q3 2026, while basic EPS shifted from -$0.85 to -$0.29 over the same period. This sets the stage for a closer look at how stubborn losses are shaping margins and sentiment. See our full analysis for Duluth...

If you are wondering whether Okta is genuinely a comeback story or just another pricey growth name in cybersecurity, you are not alone. It is exactly the kind of setup where valuation really matters. After a bumpy few years, the stock has climbed to around $90.59, with a 3.2% gain over the last week, 7.9% over the past month, and 14.9% year to date, even though the 5 year return is still down 68.3%. Recent headlines have focused on Okta tightening its focus on identity and access management...

Constellium SE has completed and inaugurated new finishing lines at its Singen plant in Germany, finalizing a €30 million investment with Lotte Infracell to supply high-quality aluminum foilstock for battery applications in Europe. The project not only broadens Constellium’s exposure to the European battery supply chain but also strengthens its ESG profile through on-site solar power generation and enhanced safety infrastructure. We’ll now examine how this Singen battery-foil expansion, with...

If you are wondering whether Regeneron Pharmaceuticals is still worth considering after its big run, or if most of the upside is already reflected in the price, this breakdown outlines where the potential value may be found. The stock has climbed 7.8% over the last week and 7.6% over the last month, reaching about $746.36, while longer-term returns sit at 4.4% year to date and 53.1% over five years. Recent attention has focused on Regeneron's expanding pipeline and its position in high-value...

Main Street Capital (MAIN) has quietly pulled back about 3 % over the past week even as its one year total return sits near 17 %. That gap is where the opportunity gets interesting. See our latest analysis for Main Street Capital. The 7 day share price pullback sits against a modest year to date share price gain and a much stronger one year total shareholder return, suggesting short term nerves but still healthy long term momentum as income focused investors stick with the story. If MAIN has...

Recently, investors learned that ICU Medical’s annualized revenue growth over the last two years has slowed to 2.1%, while analysts now project a 7.7% revenue decline over the next 12 months amid softer demand. At the same time, a steep drop in the company’s free cash flow margin over the past five years points to rising capital needs and increasing financial strain on the business. Next, we’ll examine how concerns over slowing revenue growth could reshape ICU Medical’s previously more...

Innodata (INOD) is leaning hard into its new role as a generative AI data engineering partner, and the early payoff is showing up in both its expanding tech relationships and improving profitability metrics. See our latest analysis for Innodata. The buzz around Innodata’s new generative AI and federal defense work comes against a choppier backdrop, with a 1 year total shareholder return of 35.08 percent but a weaker recent share price trend that suggests momentum is cooling after a powerful...