U.S. Retail Distributors Stock News

Coterra Energy and Devon Energy have entered a definitive merger agreement, combining the two oil and gas producers. The deal involves significant shareholder participation, including input from major investor Kimmeridge. Coterra has announced upcoming changes to its board structure tied to the merger. A shareholder fairness investigation is underway to review the terms and process of the transaction. Coterra Energy, trading on the NYSE under ticker NYSE:CTRA, is entering a new phase as it...

Wavytalk’s debut on Ulta.com gives Ulta Beauty (ULTA) a fresh set of professional styling tools and haircare to feature online, highlighting how product partnerships can shape the stock’s appeal for beauty focused investors. See our latest analysis for Ulta Beauty. These product additions come as Ulta Beauty’s share price sits at $690.37, with a 90 day share price return of 33.65% and a 1 year total shareholder return of 84.20%. Some investors may view this as recent momentum that they...

Lumen Technologies (LUMN) is back in focus after CEO Kate Johnson bought roughly US$500,000 of stock following a post earnings sell off, alongside an earnings beat and a major asset sale to AT&T. See our latest analysis for Lumen Technologies. At a share price of US$8.06, Lumen’s 29.4% 1 day share price return stands out against a weaker 90 day share price return of 23.2%. The 1 year total shareholder return of 61.5% and 3 year total shareholder return of just over 2x suggest longer term...

What Linde’s Acquisition Push Means for Investors Now The latest catalyst for Linde (LIN) is not a single deal, but management’s clear message that acquisitions remain central to its playbook, coming alongside detailed fourth quarter 2025 results. On the earnings call, CEO Sanjiv Lamba highlighted what he described as a robust pipeline of tuck in M&A focused on adding to Linde’s existing supply density rather than pushing into new areas. That framing matters if you are looking at how future...

Brown & Brown, Inc. recently reported full-year 2025 results, posting revenue of US$5.90 billion versus US$4.81 billion a year earlier, alongside net income of US$1.05 billion and slightly lower earnings per share from continuing operations. On the same day, the company announced the passing of Chief Legal Officer Robert Mathis and named Eileen Akerson as interim Chief Legal Officer, bringing leadership continuity into focus at a time of changing profit per share metrics. We will now examine...

Landstar System, Inc. recently reported full-year 2025 results showing lower sales of US$4,743.76 million and a sharp drop in net income to US$115.01 million, alongside a maintained quarterly dividend of US$0.40 per share and ongoing share repurchases completed under its long-running buyback program. Amid this weaker profitability backdrop and freight recession pressures, Landstar also appointed veteran HR leader Terri Lewis as Chief Human Resources Officer to reinforce its people strategy,...

Context for Sun Country Airlines Holdings Sun Country Airlines Holdings (SNCY) has drawn fresh attention after recent trading, with the stock showing double digit moves over the past month and past 3 months, prompting investors to reassess its current valuation. The company reports revenue of US$1,126.769m and net income of US$52.809m. These figures give investors a starting point for thinking about how current pricing lines up with the business it operates. See our latest analysis for Sun...

If you are wondering whether T-Mobile US at around US$197 per share is offering good value right now, or if the opportunity has passed you by, this article breaks down what the current price might imply. The stock is roughly flat over the last week at 0.1%, with a 1.6% decline over 30 days, a 1.1% decline year to date, but returns of 42.2% over 3 years and 65.2% over 5 years. Long term holders have therefore had a very different experience compared with those focused on the last year, which...

FirstCash Holdings, Inc. recently reported its fourth-quarter and full-year 2025 results, highlighting record revenue of US$1.06 billion for the quarter and net income of US$104.17 million, alongside a Board-approved first-quarter 2026 cash dividend of US$0.42 per share payable on February 27, 2026. The company’s earnings per share from continuing operations rose to US$2.35 in the quarter and US$7.42 for 2025, while it continued to return capital to shareholders through dividends and share...

What recent performance tells you about Axalta Coating Systems (AXTA) Axalta Coating Systems (AXTA) has been on many investors’ radars after a period where short term returns contrast with its longer track record. This raises questions about how its current valuation lines up with fundamentals. Over the past month the stock shows a return of about 2.4%, and roughly 17.6% over the past 3 months, while its 1 year total return sits near a 9.2% decline and its 5 year total return is around...

Recent performance context for Freshpet With no single headline event driving attention to Freshpet (FRPT) today, investors are instead focusing on its recent share performance and latest reported fundamentals to reassess where the stock currently stands. Freshpet closed at US$69.90, with a return of about 3.8% over the past day, roughly flat over the past week, and positive over the past month and past 3 months. Over longer stretches, the stock shows a 16.2% return year to date, a 52.5%...

Why Silgan Holdings (SLGN) is in focus after its latest earnings Silgan Holdings (SLGN) has drawn fresh attention after reporting fourth quarter and full year 2025 results that topped Wall Street expectations on both revenue and adjusted earnings. The company reported fourth quarter sales of US$1,468.6 million, compared with US$1,411.2 million a year earlier, while net income for the period was US$18.2 million versus US$45.1 million. For the full year, Silgan posted sales of US$6,483.2...

Delta Air Lines’ Board of Directors recently declared a past quarterly dividend of US$0.1875 per share, payable on March 19, 2026, to shareholders of record as of February 26, 2026, alongside disclosures of strong 2025 financial results and an optimistic 2026 outlook. At the same time, Delta committed to large-scale Airbus and Boeing widebody aircraft purchases, signaling a long-term push to expand and refresh its international, premium-focused fleet. With Delta pairing robust recent results...

Why CDW (CDW) is back on investors' radar after Q4 CDW (CDW) is drawing fresh attention after reporting fourth quarter results that exceeded market expectations, supported by double digit growth in cloud, software, and professional services. Management also highlighted strong contributions from small business and education customers, higher gross margins, and CDW's role in supporting customer investments in AI and cloud, which together helped underpin a more confident outlook. See our latest...

If you are wondering whether Murphy USA is starting to look attractively priced, or if recent weakness is a warning sign, this article will help you weigh what the current share price might really be offering. The stock last closed at US$377.89, with a 10.6% decline over the past week, 11.5% over the past month and 6.8% year to date. The 1 year return sits at a 21.0% decline, and the 3 and 5 year returns are 39.7% and 212.9% respectively. Recent attention around Murphy USA has largely...

Johnson & Johnson (JNJ) is back in focus after reporting better than expected fourth quarter results, setting a US$100b 2026 sales goal, and releasing new OMNY AF atrial fibrillation data that highlights its MedTech pipeline. See our latest analysis for Johnson & Johnson. That backdrop of strong fourth quarter numbers and new clinical data has coincided with a clear shift in sentiment, with a 30 day share price return of 17.42% and a 1 year total shareholder return of 61.53% pointing to...

In late January 2026, D-Wave Quantum announced a move of its headquarters to Boca Raton, Florida, alongside a US$20 million Advantage2 annealing quantum computer sale to Florida Atlantic University and a separate US$10 million, two-year QCaaS agreement with a leading Fortune 100 company. Combined with new hybrid solver features, advanced annealing controls, defense-focused collaborations, and its dual-platform capability following the Quantum Circuits acquisition, D-Wave is working to...

Valley National Bancorp recently reported full-year 2025 results showing net interest income of US$1.76 billion and net income of US$597.98 million, alongside lower fourth-quarter net loan charge-offs than a year earlier and completion of a US$63.35 million share repurchase program. Investors also saw the board appoint experienced former Popular Inc. finance chief Carlos Vazquez as an independent director, adding depth to Valley’s audit and compensation oversight as the bank highlights gains...

In early February 2026, Phibro Animal Health reported stronger second-quarter results, with sales rising to US$373.91 million and net income reaching US$27.46 million, while also raising its fiscal 2026 guidance to net sales of US$1.45–1.50 billion and net income of US$85–95 million. A key driver was the Animal Health segment, where gains in medicated feed additives, nutritional specialties, and vaccines, supported by a recent acquisition, materially lifted earnings and underpinned the...

Trane Technologies (NYSE:TT) has partnered with Garrett Motion to advance next generation oil free centrifugal compressor technology for HVAC. The company has also opened a Centre for Sustainable Refrigeration and Climate Control in India to support research, training, and lower impact cooling solutions. For investors watching Trane Technologies at a share price of $454.76, these moves add fresh context to a stock that has returned 8.1% over the past week, 19.1% over the past month, and...

Why L3Harris is back on investors' radar L3Harris Technologies (LHX) is drawing fresh attention after a cluster of analyst upgrades coincided with the company winning a U.S. Naval Air Systems Command award tied to its Red Wolf precision strike vehicles. See our latest analysis for L3Harris Technologies. The latest U.S. Naval Air Systems Command award has landed just as momentum in L3Harris Technologies' share price has been picking up, with the stock now at $349.66 and a 90 day share price...

If you are wondering whether Affirm Holdings' current share price reflects its true worth, you are not alone. The stock raises plenty of questions about where value and risk sit today. The shares last closed at US$57.03, with returns of a 5.4% decline over 7 days, a 30.3% decline over 30 days, a 23.0% decline year to date and a 24.2% decline over 1 year, set against a very large gain of roughly 4.6x over 3 years and a 54.7% decline over 5 years. Recent headlines around Affirm have focused on...

Mastercard (NYSE:MA) has launched Agent Suite, a new offering aimed at speeding up adoption of agentic AI in payments and commerce. The suite is designed to help banks and merchants build and deploy AI agents that support security, personalization, and day to day operations. Agent Suite uses Mastercard’s technical capabilities and global advisory services to support customers integrating AI into their businesses. For you as an investor, this move sits squarely in Mastercard’s core role as a...

JinkoSolar Holding’s North American unit, Jinko ESS, previously received IEC 62443-2-4 certification from exida, confirming its adherence to rigorous industrial cybersecurity and secure development lifecycle standards across people, processes, and products. This independent cybersecurity validation strengthens Jinko ESS’s appeal to utilities, data centers, regulators, and other high-risk infrastructure customers that prioritize certified industrial control system security. We will now look...