Why H.B. Fuller (FUL) is back on investor radars
Fresh analysis of H.B. Fuller (FUL), highlighting a 5 year rise in return on capital employed to 8.3% and a 27% increase in capital employed, is drawing attention to the company’s reinvestment profile.
See our latest analysis for H.B. Fuller.
The recent focus on H.B. Fuller’s reinvestment record comes as the shares trade at $65.48, with a 90 day share price return of 12.94% and a 1 year total shareholder return of 8.57%. The 3 year total...
GATX stock at a glance after recent performance shift
With no single headline event driving attention, GATX (GATX) has come into focus after a recent mix of short term pullback and longer term gains that may prompt investors to reassess the stock.
See our latest analysis for GATX.
At a share price of $175.88, GATX has recently seen a modest 1 day share price return decline of 1.11%. However, its 1 year total shareholder return of 19.03% and 5 year total shareholder return of 115.26% suggest...
Alnylam Pharmaceuticals recently outlined plans, now in the past, to present a company overview, early 2025 revenue figures, and a new five-year strategy at the 44th Annual J.P. Morgan Healthcare Conference, including an outlook for 2026 product sales via a live webcast.
This update comes as the company is viewed as financially disciplined with net cash, strong free cash flow conversion from EBIT, and interest in its growth-at-a-reasonable-price profile.
We’ll now examine how anticipation...
Zentalis Pharmaceuticals recently reported completing Part 2a enrollment in its DENALI trial, aligning with the FDA on the Phase 3 ASPENOVA design for azenosertib and outlining expectations for dose confirmation and topline data by the end of 2026.
Alongside these pipeline updates, a 10 percent owner, Walters Group, bought about 6,459,973 shares for roughly US$7.70 million, underscoring insider confidence as the company also refocuses azenosertib away from uterine serous carcinoma and toward...
In early January 2026, analyst Dan Bergstrom at RBC Capital reiterated a hold rating on Commvault Systems, reflecting a cautious stance following growing interest in its data protection and cyber resilience offerings.
The more cautious rating contrasts with generally upbeat analyst commentary around Commvault’s recurring revenue growth, margin trajectory, and deepening integrations with major cloud providers, underscoring how opinions differ on how much of the company’s data resilience...
In recent days, Howmet Aerospace reported strong year-over-year revenue and earnings growth across its commercial and defense aerospace segments, supported by raised financial guidance and higher shareholder returns through dividend increases and share repurchases.
This performance, alongside growing demand for engine spares and robust orders tied to programs such as the F-35, has reinforced market confidence in Howmet’s role within the expanding global aerospace supply chain.
With analysts...
In its latest quarterly update, Home Bancshares, the parent of Centennial Bank, reported revenue growth of 6.3% year on year, beating analyst forecasts alongside modest earnings-per-share and tangible book value outperformance.
This earnings beat suggests the bank’s core lending and fee-generating businesses are currently running ahead of market expectations on both growth and balance-sheet strength.
We’ll now explore how this stronger-than-expected revenue and earnings performance could...
ArcBest recently announced that it will release its fourth-quarter 2025 financial results on January 30, 2026, followed by a conference call and live webcast with management to review the figures.
Investor attention has intensified as multiple brokerage firms have reiterated favorable views on ArcBest, with the consensus rating now indicating an “Outperform” stance across the analyst community.
With analysts largely reinforcing an Outperform consensus, we’ll examine how this renewed...
Charles River Laboratories International announced that long‑time Chair, President and CEO James C. Foster will retire in May 2026, with current Chief Operating Officer Birgit Girshick appointed as his successor and nominated to join the Board, while Foster remains as a non‑executive Director and the Chair and CEO roles are separated.
This transition caps Foster’s 50‑year tenure in which Charles River evolved from a niche research models business into a global preclinical contract research...
In early January 2026, Terreno Realty Corporation closed a new US$200,000,000 five-year unsecured term loan maturing January 15, 2031, at an interest rate generally set at SOFR plus 1.15% to 1.65%, and used the proceeds to pay down its US$600,000,000 revolving credit facility and for general corporate purposes.
Together with this financing, Terreno highlighted robust fourth-quarter 2025 industrial portfolio activity, including high occupancy, strong cash rent increases on new and renewed...
In the recent Q3 earnings season, TriCo Bancshares reported revenue growth of 8.5% year on year and surpassed analyst expectations on revenue, earnings per share, and tangible book value per share.
This broad-based outperformance versus consensus suggests investors are reassessing how effectively TriCo Bancshares is managing its balance sheet and profitability metrics.
We will now examine how this stronger-than-expected earnings performance shapes TriCo Bancshares' investment narrative and...
Olin (OLN) cut its Q4 2025 adjusted EBITDA outlook to about US$67 million, down from a prior range of US$110 million to US$130 million, citing maintenance, downtime at Freeport, Texas, and softer pipeline chlorine demand.
See our latest analysis for Olin.
Even with the reduced Q4 2025 outlook, the stock has been volatile, with a 1-day share price return of 5.76% and a 7-day share price return of 10.72%. The 1-year total shareholder return decline of 20.26% and 3-year total shareholder return...
Tutor Perini (TPC) drew fresh attention after announcing a roughly US$53 million change order for Honolulu’s City Center Guideway and Stations Project. This expands its role in designing new rail segments and two additional stations.
See our latest analysis for Tutor Perini.
The contract news comes after a period of firm share price momentum, with Tutor Perini’s latest share price at US$70.53 and a 90 day share price return of 13.28%. Its 1 year total shareholder return of 195.24% and 3 year...
What Costamare’s Latest Dividend Move Signals for Investors
Costamare (CMRE) recently reaffirmed its income profile by declaring a quarterly dividend of $0.115 per common share, along with scheduled payments on its Series B, C, and D preferred shares.
For common shareholders, the $0.115 dividend relates to the quarter ended December 31, 2025 and is payable on February 5, 2026 to investors on record as of January 20, 2026.
Preferred investors are set to receive $0.476563 per Series B share,...
Why 3D Systems Is Back on Investor Radar
3D Systems (DDD) is drawing fresh attention after expanding its U.S. facilities, securing 510(k) clearance for its VSP Orthopedics platform, and advancing defense work supported by the National Defense Authorization Act.
See our latest analysis for 3D Systems.
These updates have arrived during a volatile stretch, with a 7 day share price return of 25.95% and a 30 day gain of 22.63% following a 90 day decline of 25.08%. At the same time, the 1 year...
Stock performance snapshot and recent context
Cullen/Frost Bankers (CFR) has attracted fresh attention from investors after recent share price moves, with the stock showing positive returns over the past week, month, past 3 months, and year to date.
Over the past week the stock returned 5.9%, with gains of 5.1% over the past month and 8.3% over the past 3 months. Year to date, the total return stands at 5.9%, while the 1 year total return is 5.6%.
See our latest analysis for Cullen/Frost...
