U.S. Retail Distributors Stock News

If you are wondering whether First Commonwealth Financial's share price still reflects fair value, you are not alone. Many investors are asking the same question before making their next move. The stock recently closed at US$17.60, with returns of 3.1% over 30 days, 4.9% year to date and 12.6% over 1 year, while the 7 day return was a 2.8% decline and the 3 and 5 year returns were 32.0% and 72.1% respectively. These moves are set against a backdrop of ongoing sector wide attention on...

If you are wondering whether PVH is priced attractively right now, it helps to step back and look at how the current share price lines up with a few different valuation yardsticks. The stock last closed at US$61.23, with returns of a 1.7% decline over 7 days, 10.2% decline over 30 days, 9.7% decline year to date, 33.2% decline over 1 year, 33.9% decline over 3 years and 29.6% decline over 5 years. This naturally raises questions about whether expectations or perceived risk have...

Kimberly-Clark (NasdaqGS:KMB) plans to acquire Kenvue, expanding its presence in higher-margin personal care and consumer health categories. The company has announced an increase in its quarterly dividend, marking the 54th consecutive year of dividend growth. Management highlights multiple consecutive quarters of volume plus mix growth and strong productivity trends as part of its ongoing transformation. Kimberly-Clark, trading at $99.54, is in the middle of a significant reshaping of its...

First BanCorp (FBP) has wrapped up FY 2025 with fourth quarter total revenue of US$234.2 million and EPS of US$0.56, rounding out a trailing twelve month revenue line of US$914.9 million and EPS of US$2.16. Over the past few quarters, the company has seen revenue move from US$222.1 million in Q4 2024 to US$234.2 million in Q4 2025, while quarterly EPS has shifted from US$0.46 to US$0.56. This gives investors a clearer read on how the earnings profile is tracking into the current year. With...

Why the Bumble and bumble SalonCentric deal matters for Estée Lauder Companies (EL) Bumble and bumble’s new partnership with SalonCentric, covering more than 850 stores plus online channels, puts The Estée Lauder Companies’ professional hair brand in front of a wider base of salon professionals nationwide. See our latest analysis for Estée Lauder Companies. At a share price of US$114.62, Estée Lauder Companies has seen a 30 day share price return of 7.42% and a 90 day share price return of...

Brightstar Lottery PLC recently announced that its subsidiary, Brightstar Global Solutions Corporation, signed an eight-year contract, with multiple extension options, to deploy its OMNIA integrated lottery solution and new retail and mobile technology for the Wisconsin Lottery. This win underscores Brightstar’s role as a core technology provider to U.S. lotteries, extending its footprint in both retail and digital lottery infrastructure. Next, we’ll explore how this long-term Wisconsin...

In recent days, analysts at Needham and Phillip Securities upgraded AppLovin to Buy, citing growing confidence in its e-commerce growth trajectory, AI-powered Axon platform, and expanding roster of major brand advertisers. This cluster of upgrades suggests AppLovin is increasingly viewed as a credible challenger to dominant digital advertising platforms as it pushes deeper into e-commerce. Next, we’ll explore how this renewed analyst confidence in AppLovin’s e-commerce expansion and...

Baker Hughes announced new clean ammonia and energy storage initiatives at its Annual Meeting. The company will supply hydrogen production, CO2 capture and sequestration, and advanced well construction technology for one of the U.S.'s first low carbon ammonia fertilizer plants. A new technology and equity deal with Hydrostor positions Baker Hughes to provide up to 1.4 GW of power generation and compression equipment for compressed air energy storage projects in the U.S. and Australia. These...

Without a specific headline event driving Archer-Daniels-Midland (ADM) today, you might instead be looking at how its recent share performance and fundamentals line up for a large, global agribusiness with a long operating history. See our latest analysis for Archer-Daniels-Midland. Recent trading has been a bit soft, with a 1-day share price return showing a 1.22% decline to US$67.40. However, a 30-day share price return of 15.77% and a 1-year total shareholder return of 35.56% point to...

ARMOUR Residential REIT previously expanded its at-the-market equity sales program, lifting total authorized capacity to 23,244,198 common shares while adding Huntington Securities as a sales agent and removing Janney Montgomery Scott. This enlarged program gives the mortgage REIT more flexibility to access equity capital when needed, potentially influencing how it funds investments and manages its balance sheet mix. We will examine how this expanded at-the-market equity capacity shapes...

CONMED (NYSE:CNMD) plans to exit its gastroenterology product lines, reallocating resources to surgical and orthopedic platforms. The move follows strong fourth quarter and full year results, with management highlighting focus areas such as robotic and laparoscopic surgery, smoke evacuation, and orthopedic soft tissue repair. The announcement comes with the stock around $38.69, after a 44.4% decline over the past year and a 59.9% decline over three years. For investors tracking NYSE:CNMD,...

Gold Royalty Corp. recently reported preliminary revenue of US$4,501,000 for the fourth quarter and US$15,610,000 for 2025, and completed a US$45,000,000 deal with Dundee Corporation to acquire an additional net smelter royalty on the Borborema gold mine in Brazil. This Borborema royalty acquisition further concentrates Gold Royalty’s portfolio exposure in a single producing region, sharpening investor focus on project execution and jurisdictional risk. We’ll now examine how the Borborema...

RTX Corporation recently reported its 2025 results, with full-year sales rising to US$88,603 million and net income reaching US$6,732 million, alongside earnings guidance for 2026 that includes 5% to 6% organic sales growth. The company also highlighted a record US$268 billion backlog and substantial new defense contracts, underlining how existing orders and program wins underpin its near-term revenue visibility. We’ll now explore how RTX’s record backlog and 2026 growth guidance shape the...

Lazard, Inc. recently announced that its Board of Directors declared a quarterly dividend of US$0.50 per share, payable on February 20, 2026, to shareholders of record as of February 9, 2026. This dividend decision comes as Lazard prepares to report quarterly earnings and benefits from fresh positive analyst coverage highlighting its diversified advisory and asset management model. We’ll now look at how the newly declared dividend and upcoming earnings announcement shape Lazard’s broader...

For investors wondering whether NBT Bancorp at around US$42.62 still offers value or if most of the opportunity is already priced in, this article walks through what the current valuation suggests. The stock has seen a 5.7% decline over the last 7 days, while the 1 year return is a 6.4% decline and the 5 year return sits at 48.2%. These figures can influence how investors think about both risk and long term potential. Recent coverage of regional banks and their balance sheet resilience has...

Prologis, Inc. reported past full-year 2025 results with sales of US$8,158.90 million, revenue of US$8,790.13 million, and net income of US$3,328.23 million, while issuing 2026 earnings guidance of US$3.70 to US$4.00 in diluted net earnings per share attributable to common stockholders. On the associated call, management highlighted an emerging opportunity to support artificial intelligence data centers across its roughly 6,000 global logistics facilities, including potential capacity for...

Halliburton (NYSE:HAL) has launched the Next-Generation Energy Accelerators Joint Lab with Singapore's A*STAR. The partnership focuses on advanced well completion technologies and low-carbon applications. The new lab is integrated into Singapore's broader innovation ecosystem for energy solutions. Halliburton is a major oilfield services company, and this new joint lab with A*STAR places technology development for well completion and low-carbon uses at the center of its plans. For...

NextEra Energy (NEE) has wrapped up FY 2025 with fourth quarter revenue of US$6.5 billion and basic EPS of US$0.73, alongside trailing 12 month revenue of US$27.4 billion and EPS of US$3.30 that sit against a lower net profit margin than a year earlier. The company has seen quarterly revenue move from US$5.4 billion in Q4 2024 to US$6.5 billion in Q4 2025, while Q4 EPS shifted from US$0.58 to US$0.73. Full year net income for the latest trailing period was US$6.8 billion compared with US$6.9...

General Electric (GE) shares are back in focus after the company reported full year 2025 results, with revenue of US$45.9b and net income of US$8.7b, along with higher earnings per share. See our latest analysis for General Electric. Despite the full-year 2025 results and new contracts such as Delta Air Lines selecting GEnx engines for its Boeing 787-10 order, the 7-day share price return of General Electric is a decline of 8.17%, adding to a year-to-date share price return of a decline of...

Old National Bancorp recently reported fourth-quarter 2025 results showing higher net interest income of US$580.83 million and net income of US$216.62 million, alongside increased net charge-offs of US$32.11 million. In the same period, the bank completed a US$450 million fixed-to-floating subordinated note offering and finished a share repurchase program that reduced its share count by 0.57%, while management highlighted the successful Bremer Bank integration and healthier fee income...

In recent weeks, ClearBridge Investments exited its position in DraftKings, citing rising competitive risks from emerging prediction markets and uncertainty around the company’s medium-term business model. At the same time, DraftKings has been drawing interest for potential betting volume tailwinds from major NFL playoff games and weather-driven viewership, ahead of its upcoming fourth-quarter 2025 results release and March 2026 Investor Day. Next, we’ll examine how ClearBridge’s exit over...

JPMorgan Chase (JPM) is in the spotlight after pledging to match the U.S. Treasury’s US$1,000 seed contribution to new Trump Accounts for eligible employees’ children, while simultaneously facing a US$5b lawsuit from former President Donald Trump. See our latest analysis for JPMorgan Chase. Despite a flurry of headlines around Trump Accounts, the lawsuit, fresh bond issuance and new ETF launches, JPMorgan Chase’s recent share price return has been weaker. The 30 day share price return is 7.1%...

Texas Capital Securities recently began formal coverage of NANO Nuclear Energy (NNE), bringing fresh attention to its KRONOS MMR microreactor plans, broader fuel and transport projects, and new regulatory talent in licensing. See our latest analysis for NANO Nuclear Energy. At a share price of US$34.55, NANO Nuclear Energy has a 1 month share price return of 30.77% and a year to date share price return of 25.14%. The 1 year total shareholder return of a 5.45% decline and the 90 day share...

Nebius Group, recently rebranded from Yandex, has been rapidly expanding its AI infrastructure footprint, securing multi‑year, billion‑dollar capacity deals with Microsoft and Meta while planning large-scale deployments of Nvidia’s upcoming Rubin platform across the U.S. and Europe. Analyst coverage has intensified around Nebius’s capital-heavy growth model, highlighting both its potential to scale AI services quickly and the heightened risks from substantial debt-funded data center...