U.S. Logistics Stock News

NasdaqGS:ZG
NasdaqGS:ZGReal Estate

Does Zillow Group’s (ZG) Capital Moves Hint at a New Phase in Its Profitability Story?

Zillow Group, Inc. recently reported fourth‑quarter 2025 results showing revenue of US$654 million and net income of US$3 million, marking a return to profitability for the full year with US$23 million in net income on US$2.58 billion of revenue. Around the same time, Zillow completed a large share repurchase program while also filing a US$757.93 million shelf registration for 13,853,650 Class C shares tied to an ESOP, highlighting a balance between returning capital to shareholders and...
NYSE:ELAN
NYSE:ELANPharmaceuticals

Assessing Elanco Animal Health (ELAN) Valuation After Strong Recent Share Price Momentum

Why Elanco Animal Health Is Drawing Investor Attention Elanco Animal Health (ELAN) is back on investor radars after a period of strong share performance, with the stock showing positive returns over the past week, month and past 3 months. See our latest analysis for Elanco Animal Health. At a share price of $25.13, Elanco’s recent 90 day share price return of 17.48% sits against a 1 year total shareholder return of 123.38% and a 3 year total shareholder return of 91.39%. This suggests...
NYSE:AME
NYSE:AMEElectrical

Assessing AMETEK (AME) Valuation After Dividend Hike Strong Results And Positive Guidance

AMETEK (AME) is back in focus after a 10% increase in its quarterly dividend to $0.34 per share, paired with recent earnings that reported higher sales and net income for 2025. See our latest analysis for AMETEK. Against that backdrop, AMETEK’s share price has climbed 6.54% over the past month and 20.99% over the past quarter, while its 1 year total shareholder return of 26.03% and 5 year total shareholder return of 97.57% indicate momentum that has been building rather than fading around the...
NYSE:CRI
NYSE:CRILuxury

Assessing Carter’s (CRI) Valuation After Its Recent Share Price Rebound

Carter's (CRI) has caught investor attention after a recent stretch of strong share price performance, with gains over the past week, month and past 3 months prompting closer scrutiny of the childrenswear retailer. See our latest analysis for Carter's. The recent 40.3% 3 month share price return and 20.6% year to date share price return sit in sharp contrast to Carter's 1 year total shareholder return decline of 20.8%. This suggests that recent momentum is building off a weaker longer term...
NYSE:EME
NYSE:EMEConstruction

Did EMCOR’s Upgraded 2025 Outlook and Deal-Driven Backlog Just Shift EMCOR Group's (EME) Investment Narrative?

Recently, EMCOR Group reported strong growth in remaining performance obligations, helped by healthy demand across healthcare, manufacturing, high-tech, and institutional markets, and a series of acquisitions including Miller Electric that together totaled US$50.9 million in the first nine months of 2025. EMCOR also raised its 2025 revenue, operating margin, and EPS outlook, signaling that both organic demand and recent acquisitions are contributing meaningfully to its forward pipeline and...
NYSE:UI
NYSE:UICommunications

Reviewing Ubiquiti (UI) Valuation After Strong Earnings Growth And Higher Dividend

Ubiquiti (UI) is back in focus after reporting higher year over year revenue and net income for the quarter, alongside declaring a regular US$0.80 per share cash dividend payable on February 23, 2026. See our latest analysis for Ubiquiti. The latest earnings and dividend news comes after a strong run in the share price, with a 30.83% 1 month share price return and a 35.32% 3 month share price return. The 1 year total shareholder return of 112.31% suggests momentum has been building over a...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

How Investors May Respond To SolarEdge Technologies (SEDG) Partnering With WeaveGrid On Residential Battery Integration

On 11 February 2026, WeaveGrid announced a partnership with SolarEdge Technologies to integrate SolarEdge residential batteries into its DISCO platform, allowing these systems to participate in utility grid programs such as virtual power plants and other grid services. This move broadens SolarEdge’s role beyond hardware by linking its residential batteries to a unified, utility-facing orchestration platform that coordinates a wider range of distributed energy resources. Next, we’ll examine...
NYSE:WES
NYSE:WESOil and Gas

Western Midstream Partners (WES) Valuation In Focus After Insider Transactions And Aris Water Solutions Merger Changes

Western Midstream Partners (WES) is back in focus after Senior Vice President and General Counsel Christopher B. Dial sold and disposed of units, exercised options, and the partnership amended its structure following the Aris Water Solutions merger. See our latest analysis for Western Midstream Partners. Those insider moves and the Aris Water Solutions merger come as Western Midstream Partners trades at $43.43, with a 90 day share price return of 11.27% and a 1 year total shareholder return...
NYSE:AGCO
NYSE:AGCOMachinery

AGCO (AGCO) Valuation Check After Strong Results New Tech Launches And 2026 Earnings Guidance

Earnings and guidance reshape the AGCO (AGCO) story AGCO (AGCO) has quickly moved into focus after reporting 2025 results, issuing 2026 guidance and detailing progress on digital and autonomous products that together point to meaningful shifts in its underlying business profile. The latest earnings release showed quarterly sales of US$2,920.2 million and net income of US$95.5 million, compared with a net loss a year earlier, while full year net income reached US$726.5 million on sales of...
NYSE:WTM
NYSE:WTMInsurance

The Bull Case For White Mountains Insurance Group (WTM) Could Change Following 2025 Profit Rebound And Buyback Completion

In February 2026, White Mountains Insurance Group reported past fourth-quarter 2025 revenue of US$1,603.8 million and net income of US$835.8 million, reversing a loss in the prior-year period and lifting earnings per share from a loss to US$327.23. For full-year 2025, the company’s revenue rose to US$3.74 billion and net income to US$1.11 billion, while it also completed a long-running share repurchase program that retired 8.02% of its shares since 2016. Against this backdrop, we’ll examine...
NYSE:ATMU
NYSE:ATMUMachinery

A Look At Atmus Filtration Technologies (ATMU) Valuation After Strong Q4 Beat And 2026 Growth Guidance

Atmus Filtration Technologies (ATMU) is back in focus after reporting fourth quarter 2025 results that topped Wall Street expectations, paired with 2026 guidance calling for revenue growth in the range of 10% to 14%. See our latest analysis for Atmus Filtration Technologies. Those earnings and 2026 revenue expectations come after a strong run in the shares, with a 30 day share price return of 13.1%, a 90 day share price return of 38.6%, and a 1 year total shareholder return of 60.0%. This...
NYSE:ENS
NYSE:ENSElectrical

Assessing EnerSys (ENS) Valuation After Earnings, Guidance, Buybacks And Dividend Update

EnerSys (ENS) just packed several shareholder updates into one day, combining its latest quarterly earnings, fresh sales guidance, a completed share repurchase, and a maintained cash dividend that together reshape the current investment picture. See our latest analysis for EnerSys. EnerSys shares are trading at US$179.20. The recent 32.62% 3‑month share price return, alongside an 82.12% 1‑year total shareholder return, suggests momentum has been building as investors react to earnings,...
NYSE:YUMC
NYSE:YUMCHospitality

The Bull Case For Yum China (YUMC) Could Change Following Its 21% Dividend Hike And Aggressive Buybacks

In early February 2026, Yum China Holdings, Inc. reported past fourth-quarter 2025 results showing higher sales, revenue and net income year over year, alongside lower store impairment charges of US$17 million versus US$20 million previously. The company coupled this with a 21% dividend increase, significant share repurchases and rapid network expansion to 18,101 stores, signaling management’s confidence in its capital allocation and growth plans. Against this backdrop, we’ll now examine how...
NYSEAM:PRK
NYSEAM:PRKBanks

Assessing Park National (PRK) Valuation After Recent Share Price Momentum And Mixed Return Signals

What Park National’s Recent Performance Signals for Investors Park National (PRK) has been drawing fresh attention after a steady run in recent months, with the share price last closing at US$174.61 and the stock showing mixed short term return figures. Over the past week, Park National’s return was about a 1% decline, while the past month shows roughly 8% and the past 3 months about 16%. Year to date, the total return stands near 13%, with around 7% over the past year and multi year total...
NasdaqGS:LILA
NasdaqGS:LILATelecom

Liberty Latin America Builds 5G Ready Platform To Court Enterprise Growth

Liberty Latin America is expanding its end to end communications platform across subsea, fixed line, and mobile networks in Latin America and the Caribbean. The company is building out infrastructure that supports 5G deployment, fiber densification, and scalable enterprise connectivity and IT solutions. These moves are expected to strengthen its position in regional data center services and enterprise communications. For investors watching NasdaqGS:LILA, the focus is shifting from short...
NYSE:MLM
NYSE:MLMBasic Materials

The Bull Case For Martin Marietta (MLM) Could Change Following 2026 Guidance And Legal Leadership Shift

Martin Marietta Materials reported its fourth-quarter and full-year 2025 results on 11 February 2026, with sales rising to US$1,534 million for the quarter and US$6.15 billion for the year, while net income and earnings per share declined year on year, and it also updated investors with new 2026 revenue and earnings guidance. On the same day, the company completed a long-running share repurchase program first announced in 2015 and announced that George F. Schoen, a highly decorated M&A...
NYSE:DGX
NYSE:DGXHealthcare

Evaluating Quest Diagnostics (DGX) After Dividend Hike Strong Earnings Guidance And Expanded Buyback

Quest Diagnostics (DGX) is back in focus after a busy February 10 update, combining higher quarterly and full year 2025 earnings, fresh 2026 guidance, a 7.5% dividend increase, and a larger share repurchase authorization. See our latest analysis for Quest Diagnostics. Those earnings, acquisition plans, dividend lift and larger buyback sit against a share price of $206.87, with a 7 day share price return of 8.2% and a 90 day share price return of 11.6%, while the 5 year total shareholder...
NasdaqGM:APGE
NasdaqGM:APGEBiotechs

Assessing Apogee Therapeutics (APGE) Valuation After Recent Share Price Volatility

Why Apogee Therapeutics Is On Investors’ Radar Today Apogee Therapeutics (APGE) has been drawing attention after sharp moves in its share price in recent weeks, prompting investors to reassess how its clinical stage respiratory and inflammatory disease pipeline lines up with current market expectations. See our latest analysis for Apogee Therapeutics. At a share price of $67.78, Apogee Therapeutics has seen a mix of sharp moves recently, with a 9.1% 7 day share price return, a 16.1% 30 day...
NYSE:NGL
NYSE:NGLOil and Gas

How Investors Are Reacting To NGL (NGL) Profitability Gains Amid New ESOP-Focused Equity Offering

NGL Energy Partners LP recently reported past third-quarter fiscal 2025 results showing higher net income and a shift to earnings per share profitability despite lower revenue, while also completing a share repurchase of 8,401,351 units for US$46.72 million. Shortly after, the partnership filed a US$121.3 million shelf registration for 10,000,000 common units under an ESOP-related offering, signaling an effort to balance employee ownership incentives with expanded capital flexibility. We...
NYSE:UHS
NYSE:UHSHealthcare

Does Universal Health Services’ (UHS) New Dividend Reflect Strategic Confidence Or Capital Allocation Caution?

Universal Health Services, Inc. recently announced that its Board of Directors approved a cash dividend of US$0.20 per share, paid on March 16, 2026 to shareholders of record as of March 2, 2026. This dividend decision comes alongside a period of strong earnings growth and ongoing expansion in acute care and behavioral health operations, highlighting management’s confidence in the business. We’ll now examine how the new dividend payment, together with robust earnings growth, could influence...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

Is Peloton Interactive (PTON) Pricing Reflect Its Repositioning Efforts After Prolonged Share Price Slide

If you are wondering whether Peloton Interactive's current share price reflects its true worth, this article will walk through what the numbers are saying about the stock today. The share price recently closed at US$4.25, with returns of a 3.4% decline over 7 days, a 32.9% decline over 30 days, a 30.6% decline year to date, a 56.5% decline over 1 year, a 68.8% decline over 3 years and a 96.6% decline over 5 years. These performance figures may shape how investors think about potential risk...
NYSE:NPO
NYSE:NPOMachinery

A Look At Enpro (NPO) Valuation After Insider Buying And Dividend Increase

Enpro (NPO) is drawing investor attention after several board members reported insider share purchases around the same time the company announced a 3.2% increase in its quarterly dividend to $0.32 per share. See our latest analysis for Enpro. Those insider buys and the higher dividend come after a strong run in the share price, with a 30 day share price return of 12.03% and a 90 day share price return of 34.60%. The 1 year total shareholder return of 42.18% and 5 year total shareholder return...
NasdaqGS:HAS
NasdaqGS:HASLeisure

Hasbro (HAS) Is Up 5.9% After Unveiling Major Toy Fair Slate And Harry Potter Deal – Has The Bull Case Changed?

In February 2026, Hasbro used its return to the North American International Toy Fair in New York to unveil a wide slate of new products and licensing collaborations across brands such as Peppa Pig, Monopoly, Beyblade, Nerf, Transformers, Star Wars, and an upcoming Harry Potter partnership starting in 2027. The combination of inclusive character storytelling, new nostalgia-driven launches like Crossfire, and cross-media deals tied to franchises such as Voltron positions Hasbro to further...
NYSE:DUK
NYSE:DUKElectric Utilities

A Look At Duke Energy (DUK) Valuation After Full Year 2025 Earnings Growth

Duke Energy (DUK) shares are in focus after the company reported fourth quarter and full year 2025 results, with full year revenue of US$32.24b and net income of US$4.97b. See our latest analysis for Duke Energy. Duke Energy’s recent earnings release has coincided with improving momentum, with a 1 day share price return of 1.66%, a 1 month share price return of 7.53%, and a 1 year total shareholder return of 18.94%. This suggests investors are responding to steady financial progress and...