U.S. Other Utilities Stock News

NYSE:MAC
NYSE:MACRetail REITs

Assessing Macerich (MAC) Valuation After Latest Earnings Reveal Shifts In Sales And Net Losses

Macerich (MAC) just released its fourth quarter and full year 2025 results, giving investors fresh numbers on sales, revenue, and net losses that help explain recent stock price moves. See our latest analysis for Macerich. Macerich’s recent earnings release and dividend affirmation have come alongside a clear shift in sentiment, with the 90 day share price return of 18.21% and a three year total shareholder return of 77.28% signalling positive momentum despite a slightly negative one year...
NYSE:HPE
NYSE:HPETech

Is Hewlett Packard Enterprise (HPE) Attractively Priced After Recent Share Price Pullback?

If you are wondering whether Hewlett Packard Enterprise (HPE) is attractively priced right now, this article walks through what the current share price could mean for long term investors. HPE recently closed at US$21.55, with returns of 1.3% over the past year, a 48.8% gain over 3 years, and a 68.3% gain over 5 years, despite a 9.5% decline over the last 7 days and a 10.8% decline year to date. Recent coverage has focused on HPE's role as a major enterprise technology provider and how...
NYSE:HAYW
NYSE:HAYWBuilding

Is MSD Capital’s 36.81% Stake Cut Reframing Institutional Confidence In Hayward Holdings’ (HAYW) Strategy?

Michael Dell’s investment firm MSD Capital recently disclosed in its fourth-quarter 2025 13F filing that it cut its Hayward Holdings stake by 223,833 shares, reducing its position by about 36.81%. This sizeable trim by a high-profile investor puts renewed attention on how concentrated institutional ownership can influence sentiment around Hayward’s pool equipment business. We’ll now examine how MSD Capital’s reduced stake reshapes Hayward’s investment narrative, particularly around...
NYSE:COMP
NYSE:COMPReal Estate

Assessing Compass (COMP) Valuation After Recent Share Price Swings

Compass stock snapshot after recent price moves Compass (COMP) has drawn fresh attention after recent share price swings, with a 3.6% gain over the past day contrasting with weaker performance over the past week and month. See our latest analysis for Compass. That 3.6% 1 day share price return comes after a 18.7% 30 day share price decline, while the 3 year total shareholder return of around 7x suggests the longer term story has been much stronger than recent trading. If Compass’s swings have...
NYSE:CFR
NYSE:CFRBanks

Cullen Frost Bankers Dividend Track Record Underpins Earnings And Income Appeal

Cullen/Frost Bankers (NYSE:CFR) highlights a robust dividend record, with a pattern of regular increases that outpaces many peers. The company presents this dividend profile as evidence of sustained financial strength and a positive outlook for future earnings. The bank indicates potential for further dividend growth, reinforcing its appeal for income focused shareholders. Cullen/Frost Bankers, a Texas based regional bank, is putting its dividend front and center at a time when many...
NYSE:PRG
NYSE:PRGConsumer Finance

PROG Holdings (PRG) Margin Stability At 6.5% Challenges Bearish Profitability Narratives

PROG Holdings (PRG) has just posted its FY 2025 third quarter results with revenue of $595.1 million and basic EPS of $0.83, set against a trailing twelve month revenue base of about $2.5 billion and EPS of $4.04. Over recent quarters the company has seen revenue move between $592.2 million and $684.1 million, while quarterly EPS has ranged from $0.79 to $1.99. This gives investors a clearer view of how earnings and sales have tracked into the current print. With a trailing net margin of 6.5%...
NYSE:DECK
NYSE:DECKLuxury

Assessing Deckers Outdoor (DECK) Valuation After A Strong Multi‑Month Share Price Run

Recent share performance context Deckers Outdoor (DECK) has attracted fresh attention after a strong run in its shares, with the stock up about 18% over the past month and roughly 46% in the past 3 months. See our latest analysis for Deckers Outdoor. That recent momentum builds on a 30 day share price return of 18.1% and a 90 day share price return of 45.9%. However, the 1 year total shareholder return is a 22.1% decline and the 5 year total shareholder return is 115.2%. If strong moves in...
NYSE:INFQ
NYSE:INFQTech

ColdQuanta (INFQ) Valuation Check After Recent Share Price Cooldown

ColdQuanta (INFQ) remains in focus for investors after recent trading left the share price at US$14.71, with short term moves including a 5.6% one day decline and mixed month and past 3 months returns. See our latest analysis for ColdQuanta. Those recent moves sit within a wider pattern where the 90 day share price return of 11.2% contrasts with a 14.7% 1 month share price decline. This suggests that momentum has cooled after an earlier upswing. If ColdQuanta’s quantum focus has your...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan Director Share Purchase Underscores Dividend And Cash Flow Story

Director William A. Smith recently bought 3,000 shares of Kinder Morgan (NYSE:KMI), increasing his personal stake in the company. The insider purchase coincided with a dividend increase announcement, drawing attention from income focused investors. Insider buying of this size is often read as a sign of internal confidence in Kinder Morgan’s long term direction. Kinder Morgan operates one of the largest energy infrastructure networks in North America, moving natural gas and other energy...
NasdaqCM:HYMC
NasdaqCM:HYMCMetals and Mining

Hycroft Mining Resource Upgrade And Board Changes Reshape Risk Reward Profile

Hycroft Mining Holding (NasdaqCM:HYMC) reported a 55% increase in gold and silver mineral resources. The company identified new high grade silver systems with potential for underground mining. Hycroft also announced upcoming changes to its board, including the departure of a key member for health reasons. Hycroft Mining focuses on gold and silver production and development, so a 55% rise in mineral resources directly affects how investors think about the company’s asset base. The discovery...
NYSE:AVTR
NYSE:AVTRLife Sciences

A Look At Avantor (AVTR) Valuation After A Year Of Weak Shareholder Returns

Avantor (AVTR) has drawn fresh attention after recent price moves left the stock with a negative return over the past year and a value score of 5, prompting investors to reassess its risk reward profile. See our latest analysis for Avantor. Despite a 2.43% 1 day share price gain, Avantor’s 30 day share price return of a 23.77% decline and 1 year total shareholder return of a 47.57% loss point to fading momentum and a tougher recent backdrop for investors. If Avantor’s recent swings have you...
NYSE:TDW
NYSE:TDWEnergy Services

A Look At Tidewater (TDW) Valuation After Robotti Highlights Offshore Recovery And Stronger Balance Sheet

Robotti Value Investors recently highlighted Tidewater (TDW) in its fourth quarter 2025 letter, pointing to the company’s stronger balance sheet, consolidated fleet, and tighter offshore energy supply-demand conditions supporting renewed pricing power. See our latest analysis for Tidewater. Tidewater’s recent investor attention from Robotti comes alongside strong price momentum, with a 24.35% 1 month share price return and a 36.78% year to date share price return. The 5 year total shareholder...
NYSE:MRK
NYSE:MRKPharmaceuticals

Is It Too Late To Consider Merck (MRK) After Its Strong Multi Year Share Price Run?

If you are wondering whether Merck's share price still offers value at current levels, this article walks through what the numbers are really saying about the stock. Merck last closed at US$121.66, with returns of 2.0% over 7 days, 11.8% over 30 days, 14.3% year to date, 47.5% over 1 year, 22.1% over 3 years and 100.5% over 5 years, which naturally raises questions about what is already priced in. Recent news coverage around Merck has focused heavily on its role in the pharmaceuticals and...
NYSE:ASAN
NYSE:ASANSoftware

How Mixed Analyst Views on Churn and AI Could Reframe Asana’s (ASAN) Product Strategy

In recent weeks, analysts have issued mixed updates on Asana, citing weak billings growth, customer churn tied to commoditized work management software, and the complexity of large enterprise implementations, alongside commentary on AI initiatives and management changes. This combination of caution around customer retention and optimism about AI-driven products and potential operational improvements has sharpened investor focus on how Asana can reposition its platform and go-to-market...
NYSE:CBU
NYSE:CBUBanks

Reassessing Community Financial System (CBU) After Recent Share Price Swings

If you are wondering whether Community Financial System is priced fairly at around US$63.92, taking a closer look at its valuation metrics can help you see what the market might be factoring in. The stock has had mixed short term moves, with a 3.6% decline over the last 7 days, a 3.5% return over the last 30 days, and a 10.0% return year to date, while the 1 year return sits at 1.3% and the 3 year return at 18.8%. Recent coverage of Community Financial System has focused on its position...
NYSE:LAZ
NYSE:LAZCapital Markets

Assessing Lazard (LAZ) Valuation After Mixed Recent Share Price Performance

Lazard: recent performance and context Lazard (LAZ) has drawn attention after recent share moves, with the stock up about 12% over the past 3 months but roughly flat over the past year, prompting closer scrutiny from income and value focused investors. See our latest analysis for Lazard. Recent moves around Lazard have been mixed, with a 12.4% 90 day share price return and a 4.5% year to date share price return. The 1 year total shareholder return sits close to flat, suggesting interest is...
NYSE:FLR
NYSE:FLRConstruction

Fluor (FLR) Is Up 7.0% After Major EPC Wins And Updated 2025 Guidance - What's Changed

Fluor Corporation recently reported fourth-quarter 2025 results showing revenue of US$4.18 billion, a net loss of US$1.57 billion, and full-year 2025 sales of US$15.50 billion alongside continued share repurchases and NuScale stake monetization. At the same time, Fluor has been chosen for large energy and mining assignments, including Centrus Energy’s multi-billion-dollar uranium enrichment expansion and the Donlin Gold bankable feasibility study, while reaffirming a grow-and-execute focus...
NasdaqGS:ROP
NasdaqGS:ROPSoftware

A Look At Roper Technologies (ROP) Valuation After Mixed Q4 2025 Earnings And Moderated Guidance

Roper Technologies (ROP) is back in focus after its Q4 2025 report, where revenue growth and an adjusted earnings beat were paired with a decline in net earnings and more cautious guidance. See our latest analysis for Roper Technologies. The Q4 update landed against a weak backdrop for the stock, with a 30 day share price return of a 21.3% decline and a year to date share price return of a 24.6% decline, while the 1 year total shareholder return is down 42.9%. This points to fading momentum...
NYSE:CAT
NYSE:CATMachinery

Caterpillar Expands Mining Tech And Battery Reach As Valuation Stretches

Caterpillar has agreed to acquire RPMGlobal Holdings Limited, adding mining software and data analytics capabilities to its existing mining solutions. Caterpillar Venture Capital is participating in ElevenEs’ Series B funding round to support development of a lithium iron phosphate battery giga-factory. These moves expand Caterpillar’s reach in both mining technology and battery focused energy infrastructure. For investors watching NYSE:CAT, these developments come as the stock trades...
NasdaqGS:OTTR
NasdaqGS:OTTRElectric Utilities

Did Otter Tail’s (OTTR) Renewable-Focused Capex and Lower EPS Guidance Just Recast Its Investment Narrative?

In February 2026, Otter Tail Corporation reported its fourth quarter and full-year 2025 results, showing higher quarterly sales of US$149.71 million but lower net income of US$51.77 million, alongside full-year diluted EPS from continuing operations of US$6.55 and new 2026 diluted EPS guidance of US$5.22 to US$5.62. The company also lifted its dividend for the 88th consecutive year and outlined a US$1.90 billion-plus capital plan centered on renewables, transmission, and battery storage, to...
NYSE:GL
NYSE:GLInsurance

How Globe Life’s Higher 2026 Earnings Guidance Will Impact Globe Life (GL) Investors

In early February 2026, Globe Life Inc. raised its full-year 2026 earnings guidance, projecting net operating income between $14.95 and $15.65 per diluted share, signaling management’s updated expectations for the business. This guidance increase offers investors a clearer benchmark for assessing how Globe Life’s capital deployment, underwriting discipline, and distribution initiatives are translating into expected profitability. We’ll now examine how Globe Life’s higher 2026 earnings...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Vertex Casgevy Rollout Tests Gene Editing Role In Vertex Earnings Story

Vertex Pharmaceuticals (NasdaqGS:VRTX) and CRISPR Therapeutics are ramping up patient treatments with Casgevy, a gene-editing therapy. Casgevy is approved for sickle cell disease and beta thalassemia, marking a key step in bringing gene-editing into routine clinical use. The current focus is on moving from approval to broader real-world deployment across eligible patient populations. For you as an investor, Casgevy sits at the intersection of Vertex's established role in serious diseases...
NYSE:GBX
NYSE:GBXMachinery

The Bull Case For Greenbrier Companies (GBX) Could Change Following Margin And Cash Flow Pressures - Learn Why

Recent analysis shows that over the past two years Greenbrier Companies has faced declining unit sales, softer demand, a 14% gross margin that trails peers, and free cash flow shortfalls, all of which have prompted fresh scrutiny of its operating model. A key concern is that weaker margins and cash generation may limit Greenbrier’s ability to fund marketing, innovation, and other investments needed to strengthen its competitive position. We’ll now examine how concerns about declining unit...
NasdaqGS:LILA
NasdaqGS:LILATelecom

Is Liberty Latin America (LILA) Pricing Reflect Its DCF And Price To Sales Signals Today

If you are wondering whether Liberty Latin America is priced attractively right now, you are not alone. The stock's recent moves have raised fresh questions about what a fair value really looks like. The share price sits at US$7.73, with returns of 6.5% year to date, 7.2% over 1 year, 3.2% over 30 days and a 6.0% decline over the last week, alongside longer term declines of 12.5% over 3 years and 31.2% over 5 years. These mixed returns come as investors continue to reassess Liberty Latin...