U.S. Retail Distributors Stock News

If you are wondering whether Arch Capital Group is still good value at around US$101.98 per share, it helps to step back from the headline price and look at what that number really stands for. The stock has returned 6.5% over the last 7 days, 8.6% over 30 days, 8.7% year to date, 8.6% over 1 year, 67.3% over 3 years and 201.6% over 5 years, which naturally raises questions about how much of the story is already reflected in the price. Recent coverage has focused on Arch Capital Group as a US...

In early January, Barclays began covering Apple Hospitality REIT, Inc. with a positive rating, emphasizing the REIT’s focus on operational efficiency, cost controls, and upgrading its hotel portfolio to newer assets that have supported steadier occupancy performance. This attention has reinforced Apple Hospitality REIT’s positioning as an income-oriented hotel owner, appealing to investors seeking recurring dividends linked to broad U.S. travel demand rather than rapid share price moves...

In early February 2026, Astronics Corporation reaffirmed its preliminary 2026 revenue outlook, projecting US$950 million to US$990 million, which it said would represent approximately 10% to 15% growth over 2025. This maintained guidance gives investors a clearer sense of management’s expectations for business momentum and the scale of operations Astronics is targeting for 2026. With recent share price weakness, we’ll examine how Astronics’ reaffirmed 2026 revenue growth outlook shapes the...

AXIS Capital Holdings (NYSE:AXS) reported record annual results, with its insurance segment posting strong underwriting profitability and improved operational efficiency. The company recorded its strongest combined ratio in more than a decade and double-digit book value growth over the year. Management highlighted investments in technology and AI, along with expansion into new specialty business lines, as key contributors to the latest performance. For you as an investor, the headline is...

Why Northern Oil and Gas (NOG) Is Back in Focus Recent commentary around Northern Oil and Gas (NOG) has zeroed in on its non operated model, recent debt extensions, balance sheet moves, and selective acquisitions. Taken together, these factors are reshaping how some investors view the stock. See our latest analysis for Northern Oil and Gas. At a share price of $24.44, Northern Oil and Gas has seen an 11.04% year to date share price return and a 16.21% 30 day share price return, even as its 1...

eBay overview following recent share performance eBay (EBAY) has drawn fresh attention after recent share price moves, with the stock showing a 0.8% gain over the past day but an 8.4% decline across the past week. For investors tracking shorter and longer horizons, eBay’s return is a 5.5% decline over the past month and a 3.2% gain over the past 3 months, while 1 year, 3 year, and 5 year total returns stand at 30.1%, 89.4%, and 51.5% respectively. See our latest analysis for eBay. With the...

If you are wondering whether Easterly Government Properties is priced attractively right now, the key question is whether the current share price fairly reflects the value of its government focused property portfolio. The stock last closed at US$24.22, with returns of 4.7% over the past week, 11.9% over the past month, 13.7% year to date, but a 3.2% decline over one year, a 21.0% decline over three years and a 39.2% decline over five years. These mixed returns set the backdrop for our...

U.S. Senator Elizabeth Warren has opened a probe into auto lending practices, highlighting concerns about illegal and mistaken car repossessions. Ally Financial (NYSE:ALLY) is among the auto lenders under scrutiny in this federal inquiry. The review focuses on how lenders handle delinquencies, repossessions, and customer disclosures in auto finance. For Ally Financial, auto lending is a core business line, so any federal attention on repossession practices is directly relevant to how the...

Latest FY 2025 headline numbers Victory Capital Holdings (VCTR) closed FY 2025 with fourth quarter revenue of US$374.1 million and basic EPS of US$1.33, while trailing twelve month revenue reached US$1.3 billion and EPS came in at US$4.13. Over recent quarters, revenue has moved from US$219.6 million in Q1 2025 to US$351.2 million in Q2, US$361.2 million in Q3 and US$374.1 million in Q4, with basic EPS over the same stretch of US$0.94, US$0.71, US$1.12 and US$1.33 respectively. With trailing...

BOK Financial Corporation recently declared a cash dividend of US$0.63 per share on its common stock, payable on or about March 5, 2026, to shareholders of record as of February 19, 2026. This continued pattern of cash returns highlights management’s focus on income distribution, which may be especially relevant for yield-oriented shareholders. We’ll now examine how this continued dividend commitment shapes BOK Financial’s investment narrative, particularly for investors focused on steady...

What recent performance says about Agios Pharmaceuticals (AGIO) Agios Pharmaceuticals (AGIO) has drawn attention after recent share performance, with the stock down about 4% over the past week, roughly 3% over the past month, and 35% over the past 3 months. See our latest analysis for Agios Pharmaceuticals. Stepping back, Agios Pharmaceuticals' recent weakness adds to a tougher stretch, with a 90 day share price return of a 34.7% decline and a 1 year total shareholder return of a 22.8% loss,...

Pomerantz LLP has launched an investigation into Teleflex (NYSE:TFX) for potential securities violations or unlawful business practices. The review follows the abrupt departure of Chairman, President, and CEO Liam Kelly, who left the company suddenly. The combination of a leadership shake up and legal scrutiny represents a material development for Teleflex shareholders. Teleflex is a medical technology company that supplies devices used in critical care and surgical settings, so leadership...

Silicon Motion Technology Corporation reported fourth-quarter 2025 sales of US$278.46 million and net income of US$47.75 million, with full-year 2025 sales of US$885.63 million and net income of US$122.64 million, alongside guidance for first-quarter 2026 revenue of US$292 million to US$306 million and confirmation of its annual US$2.00 per ADS dividend. Management highlighted strong demand for SSD controllers, expanding exposure to AI and enterprise storage, and increased investment in...

Morgan Stanley (NYSE:MS) recently hosted its annual Inclusive & Sustainable Ventures Demo Day. The event spotlighted startups and nonprofits focused on inclusive growth and solutions to global challenges. Participants received access to capital, mentorship, and business resources through the firm's impact investing programs. Morgan Stanley, known primarily for its global wealth management and institutional securities businesses, is using the Inclusive & Sustainable Ventures Demo Day to...

PennyMac Mortgage Investment Trust recently reported past fourth-quarter 2025 results, with net income rising to US$52.36 million and diluted earnings per share increasing to US$0.48 from US$0.41 a year earlier, while full-year net income and earnings per share declined versus 2024. This contrast between stronger quarterly performance and weaker full-year earnings, alongside ongoing pressure on tangible book value, highlights how mortgage sector conditions continue to weigh on the trust’s...

Why Digital Turbine’s latest earnings move matters Digital Turbine (APPS) has quickly moved back onto investors’ radar after reporting profitable third quarter results, updating nine month figures, completing a follow on equity raise, and lifting its 2026 revenue outlook. See our latest analysis for Digital Turbine. Despite the profitable quarter and higher 2026 revenue outlook, recent share price momentum has been weak, with a 7 day share price return decline of 21.72% and a 1 year total...

If you are wondering whether V2X is still reasonably priced after its recent run, this article walks through what the current market price might be implying about its value. The stock last closed at US$63.98, with returns of 6.5% over the past month and 25.5% over the last year, which has likely caught the eye of investors watching both momentum and risk. These moves have come as V2X continues to attract attention as a provider in the capital goods space, with ongoing interest in how its...

What triggered the latest focus on Tronox Holdings (TROX)? Tronox Holdings (TROX) just paired higher fourth quarter 2025 revenue guidance of US$730 million with plans to permanently close its TiO2 plant in Fuzhou, China, highlighting both growth expectations and a shift in its cost base. See our latest analysis for Tronox Holdings. The guidance upgrade and Fuzhou closure come after a sharp 102.05% 90 day share price return and 61.83% year to date gain, even though the 1 year total shareholder...

Block’s Square unit recently launched the second-generation Square Register and rolled out Bitcoin payment capabilities for eligible small-business merchants in the US (excluding New York), while also expanding its all-in-one commerce platform through deployments such as 7 leaves Cafe across 44 locations. Together, these moves underline Block’s push to integrate upgraded in-store hardware, software, and cryptocurrency tools into a single ecosystem that can serve both emerging and established...

Xcel Energy (NasdaqGS:XEL) has entered new alliances with GE Vernova and NextEra Energy to expand renewable energy infrastructure and support growing power needs from data centers. The company is also advancing the proposed PowerOn Midwest transmission line to connect new energy sources to the grid and support regional reliability. These agreements include work on gas and wind turbines, grid modernization, AI applications, and added capacity for large data center customers. Xcel Energy,...

If you are looking at On Holding and wondering whether the current share price still represents good value, it helps to break the story into what the stock has done and how that lines up with what it might be worth. The share price closed at US$42.92, with returns of a 4.7% decline over 7 days, a 12.5% decline over 30 days, an 8.6% decline year to date, a 28.1% decline over 1 year and a 102.6% gain over 3 years. This can leave the stock feeling very different depending on your time...

In November 2025, Tutor Perini Corporation reported strong third-quarter and year-to-date results, prompting its Board to declare a quarterly cash dividend and authorize a US$200 million share repurchase program while raising 2025 earnings guidance. The combination of a new dividend, sizable buyback, and guidance increase against a record construction backlog signals management’s confidence in the company’s cash generation and project pipeline. Next, we will examine how the new US$200...

Earlier this week, Bank of America downgraded Public Storage to Neutral from Buy, pointing to muted rental revenue growth in 2026 and a lack of near-term operational catalysts amid macro pressures on the self-storage market. The downgrade also underscored how local factors, including pricing restrictions tied to wildfire impacts in Los Angeles, can meaningfully influence a national REIT’s outlook. Next, we’ll examine how Bank of America’s concerns over limited operational catalysts shape...

PPG Industries (PPG) has drawn fresh investor attention after reporting detailed 2025 results, issuing 2026 earnings guidance, and securing new business wins that support its coatings focused business model and capital return plans. See our latest analysis for PPG Industries. The latest news on Q4 2025 results, 2026 earnings guidance and new coatings and refinish contracts comes against a backdrop of firm momentum, with a 30 day share price return of 17.78% and a 90 day share price return of...