U.S. Retail Distributors Stock News

NYSE:SWK
NYSE:SWKMachinery

Stanley Black & Decker Reshapes Portfolio With CAM Sale And Cost Cuts

Stanley Black & Decker (NYSE:SWK) agreed to sell its Consolidated Aerospace Manufacturing business for $1.8b in cash. The company plans to use the proceeds to reduce debt as it completes a $2.1b run rate global cost reduction program. Recent changes include a new General Counsel, an incoming Board Chair, and an additional director, marking a broad leadership refresh. For investors watching NYSE:SWK, these moves come with the stock at $85.57 and a mixed return profile. The shares are up 8.2%...
NYSE:STZ
NYSE:STZBeverage

A Look At Constellation Brands (STZ) Valuation As Mexican Brewery Expansion Nears Completion

Recent updates around Constellation Brands (STZ) focus on its Mexican brewery build out, where the company plans roughly US$2b of spending between fiscal 2026 and 2028 to add 7 million hectoliters of capacity. See our latest analysis for Constellation Brands. Those brewery investments come as Constellation’s share price has moved sharply higher in recent months, with a 30 day share price return of 15.26% and a 90 day share price return of 29.71%, while the 1 year total shareholder return is...
NYSE:FTV
NYSE:FTVMachinery

A Look At Fortive’s Valuation As Views Diverge Between Earnings Narrative And DCF Estimate

Fortive at a Glance Fortive (FTV) has drawn investor interest recently as its shares trade around $60.20 and the stock shows positive returns over the past week, month, past 3 months, and year to date. See our latest analysis for Fortive. Recent trading has been strong, with a 7 day share price return of 13.41% and a 90 day share price return of 17.51%, while the 3 year total shareholder return of 18.65% suggests more modest progress over a longer horizon. If Fortive has you thinking about...
NasdaqGS:POWI
NasdaqGS:POWISemiconductor

Power Integrations Governance Shifts Highlight Valuation And Incentive Questions

Power Integrations (NasdaqGS:POWI) has announced a chairman transition, with Balu Balakrishnan stepping down as Chairman of the Board and remaining as a director. Balakrishnan S. Iyer has been appointed as the new independent Chairman of the Board. The company has also granted inducement equity awards to new executive hires under an expanded equity compensation plan. These actions highlight changes in board leadership and how the company is structuring incentives for incoming...
NasdaqGS:BSY
NasdaqGS:BSYSoftware

Is Bentley Systems (BSY) Quietly Redefining Its Moat With Alabama’s AI Roadway Analytics Deal?

Bentley Systems, Incorporated recently announced that the Alabama Department of Transportation is using its Blyncsy AI solution to automate roadway asset condition assessments and improve performance-based budgeting for maintenance across 11,000 miles of highways, following a pilot that reported 97% accuracy. This deployment underscores how Bentley’s crowdsourced imagery and AI analytics can turn routine dash camera footage into a standardized, empirical data layer for infrastructure...
NasdaqGS:PENN
NasdaqGS:PENNHospitality

Is Wall Street’s Split on PENN (PENN) Revealing a Deeper Question About Its Core Strategy?

In recent months, multiple analysts have updated their views on PENN Entertainment, reflecting a wide spectrum of opinions on the casino and online betting operator’s outlook. This divergence in analyst sentiment highlights how differently the market is interpreting PENN’s balance between traditional land-based casinos and its growing interactive business. With analyst opinions shifting, we’ll explore how evolving expectations for PENN’s land-based and interactive operations shape its...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Assessing Amkor Technology’s (AMKR) Valuation As Long Term Gains Contrast With Recent Share Price Cooling

Amkor Technology (AMKR) is back on radar after a recent share-price move, with the stock closing at $44.27. That puts fresh attention on how its current valuation lines up with recent performance. See our latest analysis for Amkor Technology. That latest move sits against a mixed backdrop, with a 1 day share price return of 0.91% following a 7 day share price decline of 11.46%. At the same time, the 90 day share price return of 27.29% and 1 year total shareholder return of 82.52% point to...
NasdaqGS:RGEN
NasdaqGS:RGENLife Sciences

Reassessing Repligen (RGEN) Valuation After Recent Share Price Weakness

What Repligen’s recent share performance might be telling investors Repligen (RGEN) has drawn attention after a recent pullback, with the stock showing a 4.4% one day decline and double digit negative returns over the past week and month. For investors tracking the name over longer periods, Repligen’s shares have also delivered negative total returns year to date, over the past year, and over the past 3 years, prompting closer scrutiny of what the current price may already reflect. See our...
NYSE:ITT
NYSE:ITTMachinery

ITT Acquisition Of SPX FLOW Puts Growth And Valuation In Focus

ITT Inc. (NYSE:ITT) plans to acquire SPX FLOW, with the deal expected to close in March. The acquisition is described as a meaningful step for ITT's growth profile and profit margins. Management expects the transaction to contribute to earnings per share in the coming year. ITT Inc. operates across industrial markets, supplying critical components and systems for sectors such as fluid handling, motion technologies and industrial processes. The planned addition of SPX FLOW fits into this...
NYSE:KO
NYSE:KOBeverage

Coca-Cola (KO) Valuation Check As Shares Hit 52-Week High Ahead Of Earnings And CEO Transition

Coca-Cola (KO) is back in the spotlight after its shares touched a 52-week high, as investors weigh upcoming fourth quarter earnings, a likely 64th dividend increase, leadership change, and ongoing product launches. See our latest analysis for Coca-Cola. The recent move to a 52 week high comes after steady share price momentum, with a 7 day share price return of 6.92% and a 30 day share price return of 15.73%, while the 1 year total shareholder return of 27.57% points to building strength...
NYSE:FERG
NYSE:FERGTrade Distributors

How Ferguson’s Dividend Hike and Moore Supply Deal Will Impact Ferguson Enterprises (FERG) Investors

In January 2026, Ferguson Enterprises reported that it continued to execute its growth strategy in a difficult market, delivering higher sales, expanding gross margin, raising its quarterly dividend, and completing the acquisition of Chicago-area HVAC distributor Moore Supply Company. This combination of dividend growth and a targeted HVAC acquisition underlines how Ferguson is using both cash returns and bolt-on deals to support its long-term business positioning. Next, we’ll examine how...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Zoom Vizrt AI Tools Aim To Deepen Engagement And Support Valuation Case

Zoom Video Communications (NasdaqGS:ZM) has partnered with Vizrt to roll out new AI powered tools, InteractifAI and CaptivAIte, for Zoom users. The solutions bring branded visual overlays and real time audience engagement features directly into Zoom meetings. The tools are available through Zoom's ISV Exchange Program as part of the company’s broader focus on AI driven collaboration. For Zoom, best known for its core video conferencing product, this move reflects how meeting platforms are...
NYSE:IP
NYSE:IPPackaging

International Paper (IP) Valuation Check After Losses Transformation Costs And Planned Packaging Business Split

International Paper (IP) is back in focus after reporting sizeable fourth quarter and full year 2025 losses, outlining a planned split of its North American and EMEA packaging businesses into separate public companies, and continuing a broad transformation program. See our latest analysis for International Paper. Despite the sizeable reported losses and upcoming split of its packaging operations, International Paper’s 7 day share price return of 13.77% and 90 day share price return of 16.46%...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

PepsiCo (PEP) Is Up 9.0% After Broad Snack Price Cuts And Bigger Capital Returns Plan – Has The Bull Case Changed?

Earlier this week, PepsiCo reported fourth-quarter 2025 results that exceeded earnings and revenue expectations, announced up to 15% price cuts on core U.S. snacks, and unveiled a new US$10.00 billion share repurchase authorization alongside a 4% annualized dividend increase beginning June 2026. Together with a fresh €2.50 billion euro-denominated bond issuance and continued productivity efforts, these moves highlight how PepsiCo is balancing affordability, portfolio investment, and capital...
NYSE:SNA
NYSE:SNAMachinery

Is It Too Late To Consider Snap-on (SNA) After Its Strong Multi-Year Share Price Run?

If you have been wondering whether Snap-on is still reasonably priced after its strong run, this article walks through what the current share price could mean for value focused investors. At a last close of US$370.80, Snap-on has logged returns of 1.1% over 7 days, 3.7% over 30 days, 5.7% year to date, 12.1% over 1 year, 61.0% over 3 years and 122.1% over 5 years. This naturally raises questions about how much value is already reflected in the price. Recent attention on Snap-on has centered...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Strategy’s Record US$12.4b Loss Deepens Bitcoin Lever And Investor Risks

Strategy Inc, NasdaqGS:MSTR, reported a quarterly net loss of $12.4b, driven largely by unrealized losses on its Bitcoin holdings as crypto prices fell. The company reaffirmed its focus on accumulating Bitcoin and expanded its Digital Credit instrument, even as losses widened. US public pension funds and other institutional holders are directly exposed to the impact of Strategy's Bitcoin centered treasury approach. Strategy, formerly MicroStrategy, sits at the center of one of the most...
NYSE:ORI
NYSE:ORIInsurance

Is Old Republic International (ORI) Still Attractive After Strong Five Year Share Price Performance

If you are wondering whether Old Republic International's current share price reflects its underlying value, you are not alone. Many investors are asking the same question as they look for insurance names that might still offer reasonable value. The stock closed at US$41.34, with returns of 5.8% over the last 7 days, a 2.9% decline over 30 days, a 4.5% decline year to date, while the 1 year return sits at 22.5% and the 5 year return is 204.3%. Recent news around Old Republic International...