NYSE:SPGI
NYSE:SPGICapital Markets

How Raised Earnings Guidance and Buybacks at S&P Global (SPGI) Have Changed Its Investment Story

S&P Global Inc. recently reported strong third quarter 2025 results, highlighted by sales of US$3.89 billion and net income of US$1.18 billion, and raised its full-year GAAP diluted EPS guidance to between US$14.80 and US$15.05. This upward revision follows ongoing share repurchases, with over 22.57 million shares bought back since 2022, reflecting active capital return and bolstered confidence in its operating momentum. With the full-year earnings guidance lifted after a robust quarter,...
NYSE:AVA
NYSE:AVAIntegrated Utilities

Avista (AVA): Assessing Valuation Following Improved Earnings and Positive Regulatory Developments

Avista (AVA) just released its latest quarterly results, showing higher earnings and revenue compared to last year. Alongside the report, the company reaffirmed full-year earnings guidance. This was aided by effective cost controls and constructive regulatory developments. See our latest analysis for Avista. Avista’s share price has shown solid momentum recently, climbing 8.9% over the past month and pushing its year-to-date gain to 12.4%. That momentum is matched by a one-year total...
NasdaqGS:ZION
NasdaqGS:ZIONBanks

Is Zions Bancorporation’s (ZION) Steady Dividend a Signal of Strength or Caution for Investors?

Zions Bancorporation, N.A. recently announced that its board declared a regular quarterly dividend of US$0.45 per common share payable on November 20, 2025, to shareholders of record as of November 13, 2025. This follows the release of the bank’s third quarter 2025 Form 10-Q, in which management highlighted robust financial results and effective risk management strategies to support stability amid changing economic conditions. We'll examine how the bank’s continued focus on credit quality...
NasdaqGS:TENB
NasdaqGS:TENBSoftware

How Tenable’s (TENB) Profit Turnaround and Share Buyback May Influence Investor Perceptions

Tenable Holdings announced its third quarter 2025 earnings, reporting sales of US$252.44 million and a net income of US$2.26 million, alongside issuing updated guidance for both Q4 and the full year and confirming the completion of a substantial share buyback totaling 8,285,013 shares for US$299.94 million. This marks a return to profitability for the quarter, improved year-to-date net loss metrics, and additional clarity on future performance as the company continues its capital return...
NYSE:EPD
NYSE:EPDOil and Gas

Enterprise Products Partners (EPD): Evaluating Valuation Following Recent Share Price Dip

Enterprise Products Partners (EPD) stock has shown some movement this month, and many investors are watching closely to see how it fares after its recent performance. The company’s year-to-date return remains slightly negative. However, its long-term track record stands out. See our latest analysis for Enterprise Products Partners. Enterprise Products Partners’ share price has been mostly steady in recent months, but momentum appears to be waning after a small dip over the past month...
NasdaqGS:MLKN
NasdaqGS:MLKNCommercial Services

A Look at MillerKnoll’s (MLKN) Valuation Following Standout Revenue Growth and Unexpected Share Price Weakness

MillerKnoll (MLKN) just posted quarterly revenue growth of 11% year over year, topping estimates and leading the pack among office furniture companies. However, the stock remains under pressure even after the report. See our latest analysis for MillerKnoll. Despite MillerKnoll's recent headline-making expansion in Saudi Arabia and its standout revenue growth, the momentum in its share price has faded, with a 1-year total shareholder return of -38.6%. Short-term price pressure, including a...
NYSE:BXMT
NYSE:BXMTMortgage REITs

How Investors Are Reacting To Blackstone Mortgage Trust (BXMT) Major Turnaround and Share Buyback Completion

Blackstone Mortgage Trust recently reported a major turnaround in its third quarter and year-to-date 2025 results, with sales reaching US$33.73 million and net income at US$63.4 million, reversing last year's losses. The company also completed its announced share repurchase program, buying back 7,636,033 shares for US$138.21 million, which may reflect confidence in its future prospects and return of capital to shareholders. We’ll examine how Blackstone Mortgage Trust’s completion of its...
NYSE:SPH
NYSE:SPHGas Utilities

Suburban Propane Partners (SPH): Assessing Valuation as Investors Reconsider Growth and Risk

Suburban Propane Partners (SPH) has drawn renewed attention from investors, with shares showing a mix of gains and pullbacks over the past month. While recent movement highlights shifting sentiment, the company’s long-term track record remains a key consideration. See our latest analysis for Suburban Propane Partners. The latest share price moves from Suburban Propane Partners reflect investors reassessing both growth prospects and risk, with momentum building thanks to a resilient 3.5%...
NYSE:VTR
NYSE:VTRHealth Care REITs

Ventas (VTR) Valuation Spotlight After Upgraded Outlook and Strong Third-Quarter Results

Ventas (VTR) just delivered its third quarter earnings, revealing strong growth in both revenue and net income compared to last year. In addition to these results, the company also raised its full-year earnings guidance, underscoring optimism for the months ahead. See our latest analysis for Ventas. Momentum has clearly been building for Ventas, with the share price up 31.25% year-to-date and a 12.38% gain in the past month alone. This reflects renewed investor confidence following its strong...
NYSE:CFR
NYSE:CFRBanks

Cullen/Frost Bankers (CFR): Assessing Current Valuation After Recent Share Price Dip

Cullen/Frost Bankers (CFR) recently continued its steady pace in the market, leaving investors curious about how its long-term performance might measure up compared to recent trends. The bank's recent quarterly results provide some perspective for both seasoned and new shareholders. See our latest analysis for Cullen/Frost Bankers. While Cullen/Frost Bankers’ latest $125.73 share price reflects a minor dip over the past month, long-term momentum remains clear, with a five-year total...
NYSE:CCI
NYSE:CCISpecialized REITs

Crown Castle (CCI): Valuation Perspective Following Q3 Earnings Beat and Upgraded Revenue Outlook

Crown Castle (CCI) just put out its third-quarter results, delivering an earnings beat and raising its annual site rental revenue forecast. The company’s updated guidance points to solid demand for its tower infrastructure, especially as investment in 5G networks continues. See our latest analysis for Crown Castle. Crown Castle’s share price bounced back modestly after its upbeat Q3 earnings and the declared dividend, but recent momentum has been lukewarm, with a 30-day share price return of...
NYSE:CCK
NYSE:CCKPackaging

The Bull Case For Crown Holdings (CCK) Could Change Following Completed $105M Buyback and Raised 2025 Outlook

Between July and September 2025, Crown Holdings repurchased 1,097,904 shares for US$104.96 million, completing its total buyback of 5,701,011 shares, or 4.86% of shares outstanding, under the program announced in July 2024. This buyback coincided with strong Q2 2025 results and raised guidance, highlighting Crown Holdings’ confidence in its operational performance and cash flow generation. We'll look at how Crown’s solid earnings growth and major share repurchase influence its investment...
NasdaqGS:MKTX
NasdaqGS:MKTXCapital Markets

MarketAxess (MKTX): Assessing Valuation After Recent Share Price Weakness

MarketAxess Holdings (MKTX) has been on investors’ radar lately as its stock performance stands in contrast to broader market trends. The company’s shares are down over the past month, which has sparked questions about underlying value and future direction. See our latest analysis for MarketAxess Holdings. MarketAxess Holdings’ share price has steadily lost ground this year, with a year-to-date price return of -25.76%. The total shareholder return for the past 12 months is even weaker at...
NYSE:NHI
NYSE:NHIHealth Care REITs

The Bull Case For National Health Investors (NHI) Could Change Following Higher Q3 Profits and Dividend Announcement

National Health Investors, Inc. reported its third-quarter 2025 results, with revenue rising to US$89.85 million and net income increasing to US$32.86 million, compared to the same period last year. The company also announced a quarterly dividend of US$0.92 per share, highlighting its ongoing focus on returning value to shareholders. With higher quarterly net income pointing to ongoing profitability, we'll explore how these results may reshape National Health Investors' investment...
NYSE:ARW
NYSE:ARWElectronic

Arrow Electronics (ARW): Assessing Valuation After Strong Q3 Earnings and Updated Guidance

Arrow Electronics released its third quarter results, revealing higher sales and net income compared to last year, along with updated guidance for the next quarter. These updates often matter to investors, as they highlight current performance and management expectations moving forward. See our latest analysis for Arrow Electronics. Arrow Electronics’ updated guidance and stronger quarterly numbers caught some attention, but the momentum in its share price has been less inspiring lately, with...