U.S. Retail Distributors Stock News

NYSE:FLNG
NYSE:FLNGOil and Gas

Is Weaker 2025 Earnings Undermining the Investment Case For FLEX LNG (FLNG)?

FLEX LNG Ltd. has reported its fourth-quarter and full-year 2025 results, with Q4 net income of US$21.55 million and basic earnings per share of US$0.40, both lower than the same period a year earlier. For 2025 as a whole, net income fell to US$74.82 million and basic earnings per share to US$1.38, highlighting pressure on profitability despite the company’s long-term contract coverage and modern LNG carrier fleet. We’ll now examine how this weaker 2025 profitability, especially the drop in...
NYSE:EIX
NYSE:EIXElectric Utilities

Edison International Redeems Preferreds And Resets Income And Valuation Story

Edison International (NYSE:EIX) has announced the full redemption of its 5.375% Fixed-Rate Reset Cumulative Perpetual Preferred Stock, Series A. The company will also redeem related trust preference securities tied to this preferred stock. The redemption affects existing preferred shareholders and adjusts the company’s capital structure. For common shareholders, this move sits alongside a share price of $65.46, with NYSE:EIX showing returns of 6.5% over the past week, 7.3% over the past...
NasdaqGS:MKSI
NasdaqGS:MKSISemiconductor

MKS Raises Dividend As Debt Refinancing Reshapes Cash Flow Outlook

MKS (NasdaqGS:MKSI) announced a 14% increase in its quarterly dividend. The company also completed a significant debt refinancing and issued new senior notes. The transactions adjust the mix between secured and unsecured debt and extend certain maturities. Management highlighted expected interest savings from the new capital structure. MKS, listed on NasdaqGS:MKSI, supplies technology and equipment used across semiconductor and related markets, where capital intensity and long investment...
NasdaqGS:UAL
NasdaqGS:UALAirlines

Should JetBlue–United Blue Sky Expansion Shape United Airlines' Premium and Digital Strategy Narrative (UAL)?

In early February 2026, JetBlue and United Airlines announced an expanded Blue Sky collaboration allowing customers to book eligible itineraries on either carrier’s website or app using cash, points, or miles, with further reciprocal perks and booking enhancements planned. This deeper integration of networks and loyalty benefits could make United more attractive to frequent flyers who value seamless access across both airlines’ route systems. We’ll now examine how this expanded booking and...
NasdaqGM:SEPN
NasdaqGM:SEPNPharmaceuticals

How Early SEP-631 Data at AAAAI 2026 Will Impact Septerna (SEPN) Investors

Septerna Inc. recently announced it will present first-in-human Phase 1 clinical data for SEP-631, an oral MRGPRX2-targeting therapy for chronic spontaneous urticaria and other mast cell-driven diseases, at the 2026 American Academy of Allergy Asthma & Immunology Annual Meeting. The company is also highlighting a proof-of-mechanism study using an Icatibant skin challenge with short wave infrared imaging, underscoring its focus on innovating GPCR-based treatments for conditions with...
NasdaqGS:OSIS
NasdaqGS:OSISElectronic

Does OSI Systems' (OSIS) $377 Million Buyback Redefine Its Capital Allocation Playbook?

In late January 2026, OSI Systems, Inc. reported past second-quarter fiscal 2026 results with revenue of US$464.06 million and net income of US$38.7 million, both higher than a year earlier, alongside slightly higher basic earnings per share and flat diluted earnings per share from continuing operations. Over the same period, OSI Systems completed a sizeable share repurchase program totaling 3,225,088 shares for US$377.51 million since May 2020, which significantly reduced its share count...
NYSE:WLY
NYSE:WLYMedia

Assessing John Wiley & Sons (WLY) Valuation After Recent Weak Long Term Shareholder Returns

What Recent Returns Suggest About John Wiley & Sons Without a specific news headline driving attention today, John Wiley & Sons (WLY) is drawing interest for its recent share performance and current valuation signals, which some investors may see as a prompt to revisit the stock. The shares show a 1 day return of 1.47% and a 7 day return of 1.86%, while the past month and past 3 months reflect declines of 5.73% and 20.24% respectively. Over the past year, the total return sits at a 24.89%...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Baker Hughes Agreements Highlight Shift Toward Storage And Low Carbon Projects

Baker Hughes (NasdaqGS:BKR) has partnered with Hydrostor to supply technology for advanced compressed air energy storage projects. The company signed a multiyear preferred provider agreement with Marathon Petroleum to supply hydrocarbon treatment solutions across US refineries. Baker Hughes also won multiple technology awards for the Wabash Valley Resources low carbon ammonia fertilizer plant in Indiana, covering hydrogen production, CO2 capture, and permanent sequestration equipment. Baker...
NasdaqCM:CELH
NasdaqCM:CELHBeverage

Will Pepsi’s Deeper Boardroom Role at Celsius (CELH) Subtly Reshape Its Long-Term Strategic Autonomy?

On February 10, 2026, Celsius Holdings, Inc. reported that two PepsiCo-designated directors resigned from its Board and were immediately replaced by senior PepsiCo executives Chrysso Jacoby and John Short, while Tony Guilfoyle moved from Chief Commercial Officer to Chief Customer Officer. This refresh deepens PepsiCo’s influence in Celsius’s boardroom and governance structure, potentially shaping how the company aligns with its key distribution partner. We’ll now examine how the deeper...
NYSE:FAF
NYSE:FAFInsurance

A Look At First American Financial (FAF) Valuation As Earnings And Revenue Growth Stabilize

Earnings preview and why this quarter matters First American Financial (FAF) is in focus this Wednesday afternoon as it prepares to report earnings, with analysts looking for revenue of $1.78b, or 5.6% year on year growth, compared with 17.9% in the same quarter last year. With estimates holding steady over the past month, the upcoming release is less about surprise and more about how the title insurance and home warranty provider is currently converting a stabilizing real estate transaction...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

KLA (KLAC) Is Up 5.6% After Earnings Beat, Dividend Hike And New Guidance - Has The Bull Case Changed?

KLA Corporation recently reported second-quarter 2025 results, posting revenue of US$3,297.15 million and net income of US$1,145.68 million, while its board declared a US$1.90 per share quarterly dividend payable on March 3, 2026, and confirmed third-quarter guidance for revenue of US$3.35 billion ± US$150 million and GAAP diluted EPS of US$8.07 to US$9.63. Alongside completing a very large share repurchase program totaling US$9.06 billion since mid-2022, these actions underline KLA’s focus...
NasdaqCM:WSHP
NasdaqCM:WSHPInteractive Media and Services

WeShop Rolls Out Safety Tools As Stock Faces Steep Declines

WeShop Holdings introduced a two layer content moderation framework and a username reservation feature on its social commerce platform. The new tools are designed to support community led safety controls alongside internal review and to make onboarding smoother for new users. Username reservation aims to protect digital identity as the platform scales and more users look to secure their preferred handles. For investors watching NasdaqCM:WSHP, these product changes arrive after a sharp...
NYSE:NTB
NYSE:NTBBanks

Butterfield Bank (NTB) Net Interest Margin Holds At 2.69% Challenging Bearish Profitability Narratives

How Bank of N.T. Butterfield & Son (NYSE:NTB)'s FY 2025 Numbers Set the Stage Bank of N.T. Butterfield & Son (NYSE:NTB) has reported a clean set of FY 2025 numbers, with fourth quarter revenue of US$159.1 million and basic EPS of US$1.58 anchoring the latest release. Over the past year, the bank has recorded trailing twelve month revenue of US$606.7 million and basic EPS of US$5.71. This gives investors a fuller picture of how the quarterly performance fits within the broader trend. With a...
NasdaqGS:LPLA
NasdaqGS:LPLACapital Markets

Does LPL Financial (LPLA) Face a Strategic Crossroads as AI Tools Challenge Its Advisory Model?

LPL Financial Holdings’ fourth-quarter 2025 results showed revenue of US$4,932.47 million and net income of US$300.72 million, while its board declared a US$0.30 per-share dividend that was paid on March 24, 2026 to shareholders of record on March 10, 2026. At the same time, the launch of advanced AI-powered tax and advisory tools raised concerns that automated solutions could pressure traditional wealth-management business models like LPL’s. We’ll now examine how investor anxiety over...
NYSE:ORCL
NYSE:ORCLSoftware

How Oracle’s US$45–50 Billion AI Cloud Expansion And Upgrade Will Impact Oracle (ORCL) Investors

In early February 2026, Oracle detailed plans to raise US$45.00–US$50.00 billion through a mix of debt and equity to expand its cloud infrastructure, while simultaneously rolling out new AI agents and manufacturing features across its Fusion Cloud and deepening healthcare and life sciences integrations on Oracle Cloud Infrastructure. These moves tie Oracle more tightly to AI-heavy customers such as OpenAI, TikTok, and major life sciences and healthcare providers, while materially increasing...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Assessing Cognex (CGNX) Valuation After Recent Share Price Momentum And Mixed Long Term Returns

What recent returns suggest about Cognex (CGNX) Cognex (CGNX) has delivered a 0.1% move over the past day, with gains of 6.7% over the past week and around 12% over the past month, leaving the shares near US$43.58. Over the past 3 months the stock shows a total return of about 14%, while the 1 year total return is roughly 11%. Longer term, 3 year and 5 year total returns sit in negative territory. See our latest analysis for Cognex. For Cognex, the recent 7 day and 30 day share price returns...
NYSE:MET
NYSE:METInsurance

The Bull Case For MetLife (MET) Could Change Following Rising Revenue, Falling Earnings And Ongoing Buybacks

In early February 2026, MetLife, Inc. reported that fourth-quarter 2025 revenue rose to US$23,814 million while net income decreased to US$809 million, and it completed a US$1,101.49 million share repurchase covering 13,944,740 shares under its April 2025 buyback program. The combination of higher revenue but lower earnings, alongside ongoing capital returns through buybacks, gives investors a mixed view of MetLife’s operational performance and capital allocation priorities. Next, we’ll...
NasdaqGS:TROW
NasdaqGS:TROWCapital Markets

A Look At T. Rowe Price (TROW) Valuation After Its 40th Consecutive Year Of Dividend Growth

T. Rowe Price Group (TROW) has declared a quarterly dividend of $1.30 per share, a 2.36% increase. This marks 40 consecutive years of annual dividend growth and puts its income profile in focus for investors. See our latest analysis for T. Rowe Price Group. Despite the higher dividend, recent product launches, and earnings update, the share price at US$96.64 reflects a 30 day share price return of 9.94% and a 1 year total shareholder return decline of 6.66%. This suggests momentum has been...
NYSE:THG
NYSE:THGInsurance

A Look At Hanover Insurance Group (THG) Valuation After Recent Mixed Short Term Share Performance

Event context and why Hanover Insurance Group matters now Hanover Insurance Group (THG) is back on investors’ radars after recent trading left the shares with mixed short term performance, including a small gain over the past month and a decline over the past 3 months. At a last close of $174.42 and a reported intrinsic discount of 58.10%, the insurer’s valuation profile, alongside revenue of $6,594.4 and net income of $660.7, is drawing attention from investors comparing property and...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet (GOOGL) Valuation Check After Recent Short Term Share Price Weakness

Alphabet’s recent performance at a glance Alphabet (GOOGL) has seen mixed share price moves recently, with a 1 day return of 1.77% decline and a 7 day return of 4.34% decline, while the past 3 months show 14.36% total return. Over longer horizons, the stock’s total return is 1.09% year to date, 74.19% over the past year, 2.31x over 3 years, and 2.03x over 5 years, giving investors a broad range of reference points. See our latest analysis for Alphabet. At a share price of US$318.58,...
NasdaqGS:EXE
NasdaqGS:EXEOil and Gas

Expand Energy Leadership Shift And Houston Move Reframe Growth Story

Expand Energy (NasdaqGS:EXE) appointed Michael Wichterich as Interim CEO, replacing Nick Dell’Osso. The company is relocating its corporate headquarters from Oklahoma City to Houston to be closer to the U.S. energy hub. These moves mark a meaningful shift in leadership and operating base for the company, which is trading at $102.21 per share. For investors watching NasdaqGS:EXE, the leadership change comes after a mixed share price pattern, with a 35.3% return over three years and a 195.1%...
NYSE:CNO
NYSE:CNOInsurance

Did Earnings Compression Amid Heavy Buybacks Just Shift CNO Financial Group's (CNO) Investment Narrative?

CNO Financial Group, Inc. reported past fourth-quarter 2025 revenue of US$1,143.1 million, up from US$1,097.2 million a year earlier, while net income fell to US$92.9 million and full-year earnings and earnings per share from continuing operations also declined despite slightly higher revenue. Alongside these results, CNO completed a long-running share repurchase program totaling 180,243,503 shares for about US$3.34 billions, underscoring continued capital return even as reported net income...
NasdaqGS:JBHT
NasdaqGS:JBHTTransportation

Earnings Beat, Dividend Hike, Automation Push Might Change The Case For Investing In J.B. Hunt (JBHT)

In recent days, J.B. Hunt Transport Services reported fourth-quarter earnings per share above analyst expectations, raised its quarterly dividend by 2.3%, and joined the Triumph Network to roll out automated payment solutions aimed at improving freight transaction efficiency. An interesting angle for investors is how J.B. Hunt’s push into automated payments aligns with its focus on operational efficiency and cost discipline across its logistics network. We’ll now examine how the earnings...