U.S. Paper and Forestry Products Stock News

NYSE:RNR
NYSE:RNRInsurance

RenaissanceRe Extends Dividend Streak And Ramps Up Share Buybacks

RenaissanceRe Holdings (NYSE:RNR) announced its 31st consecutive annual increase to its quarterly dividend. The company also renewed and expanded its share repurchase program, authorizing additional buybacks. Management reported that a meaningful portion of the authorization has already been used for recent share repurchases. RenaissanceRe Holdings is a global provider of reinsurance and insurance solutions, so its capital decisions tend to attract close attention from income and total...
NYSE:AERO
NYSE:AEROAirlines

Grupo Aeroméxico De (NYSE:AERO) Margin Compression Challenges Bullish Earnings Narrative

Grupo Aeroméxico de (NYSE:AERO) closed out FY 2025 with Q4 revenue of US$1.4b and basic EPS of US$1.21, alongside net income of US$165.1m, setting a clear marker for how the year finished. Over the past year, the company has seen trailing twelve month revenue hold around US$5.4b with basic EPS at US$2.58, compared with US$5.6b of revenue and EPS of US$4.62 a year earlier. This gives investors a clean read on how the top line and EPS trend into the latest print. With a trailing net margin of...
NYSE:HL
NYSE:HLMetals and Mining

Is It Time To Reassess Hecla Mining (HL) After Its Tumultuous Share Price Swings

If you are wondering whether Hecla Mining's recent share price puts it in bargain or fully priced territory, you are not alone. This article will walk through what the numbers actually say about its value. The stock has seen a 7.6% decline over the last week and a 20.0% decline over the last 30 days, yet it is still up 12.6% year to date and 282.9% over the last year, which can leave investors questioning what is already priced in. These swings have been accompanied by ongoing interest in...
NYSE:BIP
NYSE:BIPIntegrated Utilities

Brookfield Infrastructure Partners (NYSE:BIP) Valuation Check After Recent Momentum And Rich P/E Premium

Brookfield Infrastructure Partners (NYSE:BIP) has drawn fresh attention after recent trading, with the units closing at $38.69. For investors, that price sits against a backdrop of varied short and longer term returns. See our latest analysis for Brookfield Infrastructure Partners. Recent trading has been a little softer in the very near term, but a 10.1% 1 month share price return and 12.8% year to date share price return sit alongside a 21.8% 1 year total shareholder return. This suggests...
NYSE:MDT
NYSE:MDTMedical Equipment

Medtronic (MDT) Margin Improvement To 13% Supports Earnings Growth Narrative

Medtronic (MDT) has reported Q3 2026 results with total revenue of US$9.0b, basic EPS of US$0.89 and net income excluding extra items of US$1,143m, with trailing twelve month EPS at US$3.60 on revenue of US$35.5b. The company has seen quarterly revenue move from US$8.3b in Q3 2025 to US$9.0b in Q3 2026, while basic EPS over that span has ranged between US$0.81 and US$1.07. This sets the backdrop for earnings growth of 8.3% over the last year and a modestly higher net margin of 13%. Taken...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

Huntington (HBAN) Is Down 5.9% After Outsourcing Wealth Unit And Issuing 2027 Guidance - Has The Bull Case Changed?

In February 2026, Huntington Bancshares announced it will outsource its approximately US$28.00 billion wealth management business to Ameriprise, while recent disclosures show no shares were repurchased under its 2025 buyback authorization and the bank issued 2027 guidance of about US$12.60 billion in revenue with earnings per share of US$1.90–US$1.93. This reshaping of Huntington’s wealth offering and board, through the addition of former Cadence Bank directors, marks a meaningful shift in...
NasdaqGS:PLPC
NasdaqGS:PLPCElectrical

Did PLP’s Expanded FulcrumAir Robotics Deal Just Rewire Preformed Line Products' (PLPC) Investment Narrative?

PLP and FulcrumAir recently announced an expanded multi-year partnership to co-develop next-generation robotic systems for overhead power line construction, aiming to boost efficiency, safety, and reliability for utilities worldwide. By deepening a collaboration that has already produced the LineSpider and LineFly robotic platforms, the companies are positioning themselves as early movers in automating critical grid infrastructure work. Next, we will examine how this push into advanced...
NasdaqGS:LGIH
NasdaqGS:LGIHConsumer Durables

LGI Homes (LGIH) Margin Compression Reinforces Bearish Profitability Narratives

LGI Homes (LGIH) has just wrapped up FY 2025 with fourth quarter revenue of US$474 million and basic EPS of US$0.75, alongside trailing twelve month revenue of about US$1.7 billion and EPS of US$3.13 that frame the year in clear numerical terms. Over the past few quarters, the company has seen revenue move from US$651.9 million and EPS of US$2.96 in Q3 2024 to US$483.5 million and US$1.36 in Q2 2025, then US$396.6 million and US$0.85 in Q3 2025 before landing at the latest Q4 figures. This...
NasdaqGS:BRZE
NasdaqGS:BRZESoftware

Are AI-Native Rivals Quietly Rewriting Braze’s (BRZE) Competitive Moat?

Earlier in February 2026, analysts at Stifel and Piper Sandler reiterated positive views on Braze while cautioning that recent advances by AI-native competitors and model providers are intensifying concerns about the durability of its growth profile. Despite these concerns, both firms highlighted Braze’s strong revenue and billings expansion and argued that its customer engagement platform and AI capabilities could give it a defensible edge versus other software providers facing...
NYSE:SSTK
NYSE:SSTKInteractive Media and Services

Shutterstock (SSTK) Posts Q4 Loss That Tests Bullish Margin Resilience Narrative

Shutterstock (SSTK) closed FY 2025 with fourth quarter revenue of US$220.2 million and a basic EPS loss of US$0.45, alongside trailing twelve month EPS of US$1.29 on revenue of US$989.9 million. The company has seen quarterly revenue move from US$250.3 million in Q4 2024 to a peak of US$267.0 million in Q2 2025 before settling at US$220.2 million in Q4. Basic EPS has ranged from a small Q4 2024 loss of US$0.04 to a Q2 2025 profit of US$0.84. For investors, the latest print sets up a results...
NYSE:WT
NYSE:WTCapital Markets

WisdomTree Sees Institutional Bitcoin Shift Supporting Digital Asset Growth

WisdomTree (NYSE:WT) has flagged what it sees as a structural shift in the crypto market, with institutional investors playing a larger role in Bitcoin allocations. The firm suggests Bitcoin is increasingly treated as a longer term holding rather than a purely speculative trade, supported by more developed market infrastructure. This commentary comes as WisdomTree continues to build its digital asset offering alongside its broader ETF and asset management business. For investors watching...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Is Goodyear Tire & Rubber (GT) Now Attractive After A 14% One Year Share Price Decline

Wondering whether Goodyear Tire & Rubber at around US$8.86 is a bargain or a value trap? This article walks through what the numbers are actually saying about the stock. The share price has been under pressure, with returns of a 2.6% decline over the past week, a 2.5% decline over the past month, and a 14.3% decline over the last year, which may have changed how investors view both its potential and its risks. Recent coverage around Goodyear has focused on its position in the tire industry...
NYSE:CVSA
NYSE:CVSAConsumer Services

Covista (ATGE) Valuation Check As New Ross University Dean Appointment Targets Healthcare Education Strength

Covista (ATGE) stock is in focus after the company named Cheryl Holmes, M.D., as the next dean of Ross University School of Medicine, a leadership appointment closely tied to its healthcare education strategy. See our latest analysis for Covista. The leadership change at Ross University comes as Covista’s share price, now at $95.59, has seen a 30 day share price return decline of 18.19% and a 1 year total shareholder return decline of 9.74%. However, the 3 year total shareholder return of...
NYSE:ABM
NYSE:ABMCommercial Services

Does ABM (ABM) Using New Debt Capacity for Dividends Recast Its Capital Allocation Priorities?

Earlier this month, ABM Industries amended its main credit agreement to add a new US$255.0 million incremental term loan and ease restrictions on restricted payments, allowing higher annual cash dividends of up to US$72.0 million or US$1.16 per share. This financing move suggests ABM is prioritizing greater financial flexibility and potentially more generous shareholder distributions while keeping overall loan terms broadly consistent with its existing debt structure. Next, we’ll examine how...
NYSE:KRG
NYSE:KRGRetail REITs

Kite Realty Group (KRG) Earnings Narrative Tested By Large One Off Gain In FY 2025

Kite Realty Group Trust (KRG) has wrapped up FY 2025 with fourth quarter revenue of US$204.9 million and basic EPS of US$0.84, while trailing 12 month revenue came in at US$844.4 million with EPS of US$1.37 and net income of US$298.7 million. Over recent quarters, revenue has ranged from US$205.1 million to US$221.8 million with quarterly EPS moving between a loss of US$0.07 and a profit of US$0.84. This sets the stage for investors to weigh the latest earnings against a year in which margins...
NYSE:WTS
NYSE:WTSMachinery

Assessing Watts Water Technologies (WTS) Valuation After Strong 2025 Results And Upbeat 2026 Outlook

Why Watts Water Technologies (WTS) is on investors’ radar right now Watts Water Technologies (WTS) has drawn fresh attention after reporting fourth quarter and full year 2025 results, along with an outlook for 2026 that points to higher reported net sales. The combination of recent earnings, management’s 2026 guidance, and a series of capital allocation moves, including dividends and buybacks, has also coincided with analysts lifting their revenue and earnings forecasts for the company. See...
NasdaqCM:NEO
NasdaqCM:NEOHealthcare

NeoGenomics (NEO) FY 2025 Revenue Growth With Ongoing Losses Tests Bullish Narratives

NeoGenomics (NEO) FY 2025 Financial Results NeoGenomics (NEO) has wrapped up FY 2025 with Q4 revenue of US$190.2 million and a basic EPS loss of US$0.08, setting the tone for a year where the top line grew while the bottom line stayed in the red. Over recent quarters, the company has seen revenue move from US$168.0 million in Q1 2025 to US$190.2 million in Q4 2025, while quarterly basic EPS has ranged from a loss of US$0.20 to a loss of US$0.35. On a trailing 12 month basis, EPS sits at a...
NasdaqCM:NESR
NasdaqCM:NESREnergy Services

National Energy Services Reunited (NESR) Q4 Margin Squeeze Tests Bullish Growth Narrative

National Energy Services Reunited (NasdaqCM:NESR) has reported fourth quarter FY 2025 revenue of US$398.3 million with basic EPS of US$0.08, setting the tone for a year where trailing twelve month revenue came in at about US$1.3 billion and EPS at US$0.52. The company has seen quarterly revenue move from US$343.7 million in Q4 2024 to US$398.3 million in Q4 2025, while basic EPS shifted from US$0.28 to US$0.08 over the same period. This gives investors a clear view of the trade off between...
NasdaqGM:HLMN
NasdaqGM:HLMNMachinery

Evaluating Hillman Solutions (HLMN) Valuation After Recent Share Price Swings

Hillman Solutions (HLMN) has recently drawn attention after a period of mixed share performance, with the stock down over the past year but positive over the past 3 months and year to date. See our latest analysis for Hillman Solutions. The recent 10.1% one day and 12.1% seven day share price declines contrast with a 12.2% 90 day share price return and a modest 3.8% year to date gain. Meanwhile, the 1 year total shareholder return of a 10.9% decline suggests momentum has cooled after a better...
NasdaqGS:GEN
NasdaqGS:GENSoftware

A Look At Gen Digital (GEN) Valuation After New Agent Trust Hub AI Security Partnership

Gen Digital (GEN) is drawing investor attention after announcing that its new Agent Trust Hub will power security verification on Vercel’s skills.sh platform, bringing risk ratings directly into the growing AI skills marketplace. See our latest analysis for Gen Digital. Despite the AI security partnership news and recent product launches, Gen Digital’s share price has had a softer run, with a 30 day share price return of 12.61% and a 1 year total shareholder return of 15.89%. The 3 and 5 year...
NYSE:HRI
NYSE:HRITrade Distributors

Herc Holdings (HRI) Earnings Recovery Leaves Trailing 0.02% Margin Challenging Bullish Narratives

Herc Holdings (HRI) closed FY 2025 with Q4 revenue of US$1.2b and basic EPS of US$0.72, alongside net income of US$24m that capped off a year in which trailing 12 month net income was US$1m on basic EPS of roughly US$0.03. The company has seen quarterly revenue move from US$861m in Q1 2025 to US$1.2b in Q4, while quarterly basic EPS ranged from a loss of US$1.17 in Q2 to a profit of US$0.90 in Q3. This leaves investors weighing a thin trailing profit margin against a recovery in recent...
NasdaqGS:HUBG
NasdaqGS:HUBGLogistics

Has The Recent Share Price Slump Created An Opportunity In Hub Group (HUBG)?

If you are wondering whether Hub Group's current share price reflects its true worth, this article walks through what the numbers are saying about value today. The stock closed at US$39.86, with returns of an 8.2% decline over 7 days, a 15.0% decline over 30 days and a 6.8% decline year to date. The 1 year and 3 year returns are a 6.4% decline and a 12.6% decline, compared with a 45.3% gain over 5 years. Recent coverage has focused on Hub Group's position in transportation and logistics and...
NYSE:LPX
NYSE:LPXForestry

Louisiana Pacific (LPX) Q4 Margin Compression And Loss Challenge Bullish Narratives

Louisiana Pacific (LPX) closed out FY 2025 with Q4 revenue of US$567 million, a basic EPS loss of US$0.11 and net income loss of US$8 million, setting a more subdued tone against a year that earlier featured quarterly revenue between US$663 million and US$755 million and EPS between US$0.13 and US$1.30. Over the past six quarters, revenue has ranged from US$567 million to US$755 million while basic EPS moved from a loss of US$0.11 in the latest quarter to US$1.29 in Q3 2024. The latest print...