U.S. Logistics Stock News

William Blair has started covering Enerpac Tool Group (EPAC) with a Market Perform rating, adding a fresh research voice just ahead of the company’s presentation at CJS Securities’ New Ideas for the New Year investor conference. See our latest analysis for Enerpac Tool Group. The William Blair initiation comes after a solid run in the past month, with a 30 day share price return of 9.32%. Over the past year there has been a 7.99% decline in total shareholder return, while the 3 year total...

Why CNO Financial Group Stock Is On Investors’ Radar CNO Financial Group (CNO) is drawing attention after recent trading left the shares with mixed short term returns but strong multi year total returns. This is prompting investors to reassess the insurer’s current valuation. See our latest analysis for CNO Financial Group. At a recent share price of US$41.54, CNO has seen weaker short term share price returns over the past month and year to date. Its one year and multi year total shareholder...

In recent days, UBS upgraded Adient’s rating and highlighted the company’s fiscal 2025 wins of about US$1.20 billion in new China seating contracts, largely with domestic automakers. These gains, combined with higher-margin program wins in Europe, suggest Adient is repositioning its regional mix toward potentially more profitable business lines. We’ll now examine how the China contract momentum, especially with domestic automakers, influences Adient’s broader investment narrative and risk...

Workday Wellness partnership puts Aflac’s benefits tech push in focus Aflac (AFL) has drawn fresh attention after being named a Workday Wellness partner, integrating its supplemental health products with Workday’s AI-driven benefits platform to help employers fine tune offerings and simplify administration. See our latest analysis for Aflac. The Workday Wellness announcement comes as Aflac’s share price sits at US$109.51, with shorter term share price returns relatively muted while the 1 year...

Earlier this month, Lamb Weston Holdings, Inc. confirmed it will close its Munro, Argentina plant, consolidating Latin American production into a newer Mar del Plata facility, while also temporarily curtailing a production line in the Netherlands and providing severance to about 100 affected employees. This manufacturing reshuffle highlights how Lamb Weston is reshaping its global footprint under its Focus to Win plan, with potential implications for cost efficiency, regional supply...

On 13 January 2026, MGIC Investment Corp CEO Timothy J. Mattke sold about 139,000 shares under a Rule 10b5-1 trading plan, generating roughly US$3.68 million in proceeds. This insider sale comes alongside an active share repurchase program and follows a quarter in which MGIC’s earnings per share topped analyst expectations even as revenue came in slightly below forecasts. We’ll now examine how the CEO’s planned stock sale, set against ongoing buybacks, could influence MGIC Investment’s...

In early January 2026, DISCO Pharmaceuticals announced an exclusive license agreement granting Amgen global rights to develop and commercialize novel cancer therapies emerging from DISCO’s surface-proteomics platform, with DISCO eligible for up to US$618 million in potential payments plus royalties. This partnership gives Amgen access to highly specific, surfaceome-directed modalities such as bispecific ADCs and T-cell engagers, potentially enriching its oncology pipeline alongside momentum...

Duke Energy recently began removing storm cost recovery charges from Florida customer bills a month earlier than planned, contributing to about US$44 in monthly bill reductions for typical residential users and meaningful cuts for commercial and industrial customers. By pairing this early relief with fuel-cost savings, new solar projects, and Inflation Reduction Act tax credits passed through to customers, Duke Energy is sharpening its focus on cost control and customer affordability, which...

Macy's (M) stock has been in focus after investors reacted to its Bold New Chapter restructuring, a series of upbeat analyst actions, and potential share gains following Saks Global's Chapter 11 bankruptcy. See our latest analysis for Macy's. Those Bold New Chapter moves, the wave of fresh analyst coverage and interest around potential share gains after Saks Global’s bankruptcy have come against a mixed backdrop, with a 20.91% 90 day share price return and 62.93% one year total shareholder...

Whirlpool Foundation, Best Buy Foundation and Boys & Girls Clubs of Greater Southwest Michigan recently opened a Best Buy Teen Tech Center in Benton Harbor, Michigan, while Whirlpool also reported quarterly results with revenue and earnings per share exceeding analyst expectations and raised its full-year EPS guidance. Together with Whirlpool’s previously announced US$300 million investment in its Ohio laundry factories, these moves highlight a focus on community investment, domestic...

Victory Capital Holdings recently reported Total Client Assets of about US$316.60 billion as of December 31, 2025, alongside long-term Assets Under Management net outflows of US$2.10 billion in the fourth quarter, and it has already scheduled its fourth-quarter 2025 results release and conference call for early February 2026. This combination of broadly stable overall asset levels with continued long-term net outflows raises fresh questions about the strength and durability of the firm’s...

Breggz previously announced that its Zohn-1 wireless in-ear hearables became the first to secure IMAX® Enhanced certification, while IMAX theatres expanded their premium content slate with events like the IMAX Indy Revivals series and select one-night screenings. Together with IMAX’s record 2025 box office of US$1.28 billion and growing filmmaker adoption of IMAX formats, these developments highlight how the brand is extending its premium experience across both in-theatre and personal...

Earlier in January 2026, Oculis Holding announced that the FDA granted Breakthrough Therapy designation to its neuroprotective candidate Privosegtor for optic neuritis, while also outlining late-stage plans for Privosegtor and its eye-drop OCS-01 in diabetic macular edema. The move positions Oculis as a potential first-mover in neuroprotective treatments for optic neuropathies, a category the company estimates could exceed US$7.00 billion in the U.S. alone. We will now examine how FDA...

Targa Resources Corp. previously declared a quarterly cash dividend of US$1.00 per common share for the fourth quarter of 2025, payable on February 13, 2026, to shareholders of record as of January 30, 2026. The company also signaled an intention to recommend lifting its quarterly dividend to US$1.25 per share for the first quarter of 2026, underscoring management’s confidence in the durability of its fee-based cash flows. With this planned dividend increase signalling stronger cash return...

National Energy Services Reunited (NESR) is back in the spotlight after securing a large unconventional fracturing contract at the Saudi US Investment Forum 2025. The deal has drawn increased institutional attention. See our latest analysis for National Energy Services Reunited. That contract win comes after a strong run in the shares, with a 23.44% 1 month share price return and a 60.09% 3 month share price return. The 1 year total shareholder return of 95.59% and 3 year total shareholder...

If you have ever wondered whether Berkshire Hathaway's share price still makes sense given its size and reputation, you are not alone. Many investors are asking the same question right now. The stock recently closed at US$493.29, with returns of a 1.2% decline over 7 days, a 0.3% decline over 30 days, a 0.7% decline year to date and 5.4% over the past year, while the 3 year and 5 year returns sit at 59.2% and 111.8% respectively. Recent headlines have continued to focus on Berkshire's role...

In January 2026, Humana Inc. announced a partnership with Atlas Oncology Partners to simplify and better coordinate cancer care for eligible Humana Medicare Advantage members in Tennessee and Mississippi, offering embedded support teams, virtual urgent care and advanced supportive services. An interesting aspect of this alliance is its emphasis on holistic, cancer-adjacent condition management and real-time communication among clinicians, which is intended to address often overlooked needs...

Why Belden’s latest debt move matters for shareholders Belden (BDC) has just completed a €450 million offering of senior subordinated notes due 2033, a refinancing intended to redeem its outstanding 3.375% senior subordinated notes due 2027 using the proceeds and cash on hand. See our latest analysis for Belden. These refinancing moves and the recent leadership appointment in digital and operations come as Belden’s share price, now at $116.03, shows mixed near term momentum with a 1-day share...

Earlier this month, Semtech Corporation reported a strong quarter with revenue rising 12.8% year on year and earnings and adjusted operating income surpassing analyst expectations, underpinned by demand for technologies linked to artificial intelligence and 5G across the semiconductor industry. These results, combined with improving sentiment across semiconductor manufacturers and positive signals from major industry players, have reinforced investor confidence in Semtech’s role within key...

Recent analyst moves around Olin (OLN) have put the stock back in focus, as several firms adjusted their views and RBC Capital reaffirmed a hold rating while updating its outlook on the company. See our latest analysis for Olin. At a share price of $23.41, Olin has recently shown a 14.81% 1 month share price return and an 8.63% year to date share price return. However, its 1 year total shareholder return of 28.18% and 3 year total shareholder return of 55.60% highlight lingering pressure on...

Why Pentair (PNR) is on investors’ radar today Pentair (PNR) is back in focus after recent share price moves, with the stock closing at $107.30 and showing mixed performance over the past week, month, and past 3 months. For investors tracking consistency, Pentair’s reported annual revenue of $4.13b and net income of $654.1m, along with measured revenue and net income growth rates, provide a starting point for assessing how current pricing aligns with the company’s earnings profile. See our...

In recent days, multiple brokerages, including KeyBanc, Jefferies, UBS, and others, have upgraded or reinforced positive ratings on YETI Holdings, citing factors such as supply chain stabilization, international expansion, and resilient demand across coolers, bags, and drinkware. This clustering of supportive analyst views suggests growing institutional confidence in YETI’s business momentum, even as some firms remain cautious with Hold or Neutral recommendations. We’ll now explore how this...

Golar LNG (GLNG) is back in focus after confirming that all conditions for its 20 year MKII floating LNG charter with Southern Energy in Argentina are satisfied, providing clearer visibility on future cash flows and contract stability. See our latest analysis for Golar LNG. At a share price of US$39.60, Golar LNG’s short term share price returns in recent weeks have been positive. The 3 year total shareholder return of about 86% and 5 year total shareholder return of roughly 283% stand out...

JBS has exited its meat snacks joint venture with US jerky maker Jack Link’s, ending a partnership formed in 2010 and allowing Jack Link’s to assume full control of the Meat Snack Partners business after Brazilian regulators received a clearance request. This move points to a reshaping of JBS’s product mix and geographic exposure, as it steps back from Brazil-based meat snack production for export markets. We’ll now examine how JBS’s withdrawal from the Jack Link’s venture reframes its...