Recent share performance snapshot
Acushnet Holdings (GOLF) has caught investor attention after a period of strong stock performance, with the share price at $103.29 and positive returns over the past week, month, past 3 months, year, and 3 and 5 year periods.
See our latest analysis for Acushnet Holdings.
Looking beyond the recent move, Acushnet’s 30 day share price return of 18.36% and 90 day share price return of 29.06% sit alongside a 1 year total shareholder return of 63.88%. Together,...
Commerce Bancshares (CBSH) has drawn fresh attention after its board declared a quarterly dividend of $0.275 per share, a 5% increase that extends the bank's 58 year streak of annual dividend growth.
See our latest analysis for Commerce Bancshares.
At a share price of $55.23, Commerce Bancshares has seen firm near term momentum, with a 7 day share price return of 3.06% and a 90 day share price return of 6.80%, even as the 1 year total shareholder return of 12.31% decline shows that longer...
Arcutis Biotherapeutics recently reported positive topline results from its INTEGUMENT-INFANT Phase 2 trial, showing ZORYVE cream 0.05% was well tolerated and improved atopic dermatitis in infants aged 3 months to under 24 months, with low rates of mostly mild to moderate side effects.
By reinforcing a consistent safety and efficacy profile for ZORYVE in very young children, these data may broaden its potential treatment reach within pediatric dermatology.
We’ll now examine how this...
Bio-Rad Laboratories recently received AOAC International validation for its EZ-Check Listeria spp. Kit and EZ-Check Listeria monocytogenes Kit, which are designed to detect Listeria in food and environmental samples using multiplex amplification and internal controls.
This third-party validation underscores Bio-Rad’s role in supplying workflow-friendly food safety diagnostics, potentially increasing confidence and adoption among testing laboratories and industrial quality-control...
Zimmer Biomet Holdings recently reported that it will release its upcoming earnings results, with analysts expecting revenue of about US$2.22 billion, reflecting year-on-year growth of 9.9% and an improvement from the 4.3% increase recorded in the same quarter a year earlier.
An interesting angle is that Zimmer Biomet has missed Wall Street’s revenue estimates only once in the past two years, typically outperforming consensus by an average of 0.7%, which may be influencing how investors...
Latest AUM update and earnings context
Cohen & Steers (CNS) reported preliminary assets under management of US$93.1b as of January 31, 2026, tied to market appreciation and net inflows, alongside ongoing revenue growth and maintained profitability, despite earnings that were slightly below forecast.
See our latest analysis for Cohen & Steers.
At a share price of US$64.30, Cohen & Steers has seen a 2.54% 1 day share price return and a modest 0.97% 7 day share price return. Its 1 year total...
If you are wondering whether U-Haul Holding is starting to look appealing at its current share price, this article walks through what that price might really imply about value.
The stock recently closed at US$48.81, with returns of 14.7% decline over 7 days, 10.9% decline over 30 days, 3.4% decline year to date, and 31.3% decline over 1 year, which may have changed how some investors view its risk and potential.
Recent coverage around U-Haul often focuses on its core role in truck and...
Affirm Holdings (NasdaqGS:AFRM) recently announced new partnerships and expansions with Intuit's QuickBooks Payments, Expedia Group, Bolt, and Wayfair.
These agreements are intended to widen Affirm's reach across financial software, travel bookings, ecommerce checkout, and home goods retail, including international markets.
The collaborations focus on integrating Affirm's buy now, pay later services into partner platforms to reach additional merchants and consumers.
Affirm operates in the...
Activist spotlight puts Columbia Banking System (COLB) in focus
HoldCo Asset Management’s recent presentation at the UBS Financial Services Conference highlighted its activist campaign at Columbia Banking System (COLB). The firm described engagement that led to governance and management changes without escalating into a proxy contest.
See our latest analysis for Columbia Banking System.
Columbia Banking System’s recent activism spotlight comes on top of solid recent price momentum, with a...
Donaldson Company (DCI) is back in focus after the board said chief operating officer Richard Lewis will take over as president and chief executive officer, while long-time leader Tod Carpenter becomes executive chairman.
See our latest analysis for Donaldson Company.
The leadership change headlines come as the share price sits at $109.20, with a 30 day share price return of 15.02% and year to date gain of 21.43%, while the 1 year total shareholder return of 56.84% points to strong momentum...
Avnet (AVT) is back in focus after reporting second quarter results that combined higher year over year sales with lower net income and earnings per share, and issuing fresh GAAP EPS guidance for the coming quarter.
See our latest analysis for Avnet.
The latest earnings update, together with recently completed buybacks, comes as Avnet’s share price sits at US$66.35, with a 30 day share price return of 33.10% and a 90 day share price return of 40.63%. The 1 year total shareholder return of...
Why Natural Resource Partners Is On Investors’ Radar
Natural Resource Partners (NRP) has drawn attention after recent gains, with the unit price closing at US$123.04 and positive total returns over the past month, past 3 months, and year.
For investors following income oriented partnerships and mineral rights businesses, those returns, combined with reported revenue of US$218.701 million and net income of US$145.179 million, raise questions about how the market is currently valuing NRP’s...
In the past few days, Huron Consulting Group highlighted its ongoing share repurchase activity and continued expansion of its service offerings through acquisitions, reinforcing its current business trajectory.
Investors appear to be focusing on how this combination of capital returns and broader capabilities could underpin the company’s longer-term consulting outlook and appeal.
Next, we’ll examine how Huron’s active share buybacks shape its investment narrative and what that could mean...
Mirum Pharmaceuticals recently announced that Health Canada has authorized LIVMARLI (maralixibat) oral solution and tablet for treating cholestatic pruritus in PFIC patients aged 12 months and older, expanding its availability alongside its existing authorization for Alagille syndrome in Canada.
This authorization is underpinned by the Phase 3 MARCH study, the largest randomized PFIC trial to date, which showed highly statistically significant pruritus reduction across multiple genetic PFIC...
Edgewell Personal Care (EPC) has opened fiscal 2026 with Q1 results that sit against a mixed recent track record, where quarterly revenue has ranged from US$478.4 million to US$647.8 million and basic EPS has swung between a loss of US$0.66 and a profit of US$0.99 over the past six reported quarters. Over that same stretch, trailing twelve month revenue hovered around US$2.2 billion while EPS moved from US$1.98 to US$0.53, highlighting how earnings have been far more volatile than sales. With...
