U.S. Software Stock News

Recently, AGCO Corporation reported past third-quarter 2025 results that exceeded earnings and revenue expectations, while also filing an 8-K outlining new 2026 restricted stock unit and performance share agreements and confirming a regular quarterly dividend payable in March 2026. Alongside these financial updates, the AGCO Foundation’s partnership with the University of Sydney Business School to expand the RARE program’s agriculture stream highlights the company’s focus on supporting rural...

Equity LifeStyle Properties (ELS) is back on investor radars after recent share price moves, with the stock last closing at US$63.17. That has prompted fresh attention on its returns and income profile. See our latest analysis for Equity LifeStyle Properties. The recent 1 month share price return of 5.65%, on top of a 90 day share price return of 4.59%, sits against a 1 year total shareholder return that is broadly flat, suggesting momentum has picked up only in the shorter term as investors...

ScanlanKemperBard, in partnership with RGA ReCap on behalf of Reinsurance Group of America, recently acquired Columbia River Collection, a 513,275-square-foot, eight-building industrial complex in Portland’s Columbia River corridor, while RGA also announced new senior leadership appointments. This combination of real estate expansion and refreshed leadership highlights how RGA is continuing to build out both its asset base and internal capabilities. We’ll now examine how this industrial...

Thermo Fisher Scientific (NYSE:TMO) plans to close its Franklin, Massachusetts facility, with associated workforce reductions. The company is also pursuing a significant acquisition of Clario to expand its clinical trial and digital data solutions capabilities. The Clario transaction is expected to be accretive and is projected to close by mid 2026, subject to customary conditions. Thermo Fisher Scientific, a major player in life science tools and laboratory equipment, is reshaping parts of...

Capital Southwest Corporation recently formed an off‑balance sheet joint venture with another private credit asset manager to invest primarily in first out senior secured debt in the lower middle market, with each party holding a 50% equity interest and equal representation on the joint venture’s board of managers. This structure allows Capital Southwest to potentially expand its private credit reach and deal flow while sharing investment risk and funding through an anticipated senior...

In late January 2026, Church & Dwight reported fourth-quarter and full-year 2025 results showing higher sales and earnings, issued 2026 guidance calling for a small reported sales decline tied to 2025 business exits but higher diluted EPS, raised its quarterly dividend by 4.2%, and completed a US$771.12 million share repurchase program. The company also highlighted that new products are expected to contribute roughly half of organic growth in 2026, underscoring how innovation across brands...

If you are wondering whether EOG Resources at around US$112 per share still offers value, you are not alone. This article will focus on what the numbers say about that question. The stock has returned 3.5% over the last 7 days and 4.5% over the last 30 days, while the 1 year return stands at a 7.6% decline and the 5 year return is 152.9%. Recent market attention on EOG Resources has centered on how energy names are being priced against long term commodity expectations and capital allocation...

In late January 2026, The Schall Law Firm announced an investigation into Newegg Commerce over potential securities law violations after the company disclosed that its chairman and controlling shareholder, He Zhitao, had been detained and placed under investigation. This development raises pointed questions about Newegg’s governance structure and leadership continuity, given the central role of a single controlling shareholder. We’ll now examine how the chairman’s detention and related...

Columbia Financial (CLBK) has reshaped its senior leadership, promoting Dennis E. Gibney to First Senior Executive Vice President and Chief Banking Officer and naming Thomas Splaine, Jr. as Executive Vice President and Chief Financial Officer. See our latest analysis for Columbia Financial. At a share price of $16.27, Columbia Financial has seen its short term momentum pick up, with a 30 day share price return of 5.51% and a 1 year total shareholder return of 10.01%, although the 3 year total...

UMB Financial (UMBF) is back in focus after fourth quarter 2025 results topped revenue and earnings expectations, helped by stronger net interest income, commercial lending activity, and progress integrating the Heartland Financial acquisition. See our latest analysis for UMB Financial. That strong Q4 showing and continued dividend payments have arrived alongside a clear rebound in sentiment, with a 90 day share price return of 18.48% and a 5 year total shareholder return of 80.88% pointing...

In late January 2026, Advanced Energy Industries was removed from the S&P 600 and S&P 600 Information Technology indices and simultaneously added to the S&P 400 and S&P 400 Information Technology indices as part of an index rebalancing. This index migration shifts the company into a mid-cap benchmark, potentially altering its investor base as passive funds and ETFs adjust their holdings to reflect the new index alignment. Next, we examine how Advanced Energy Industries’ move from the S&P 600...

In late January 2026, General Mills expanded its Canadian recall of select Pillsbury Pizza Pops due to potential E. coli contamination, while its board amended and restated the company’s bylaws and declared a US$0.61 quarterly dividend payable on May 1, 2026. Alongside these moves, the appointment of Hyatt CFO Joan Bottarini as an independent director highlights General Mills’ focus on board expertise, governance refinement, and continued capital returns. Next, we’ll examine how Joan...

Policy shifts, analyst commentary and recent share price move Recent US policy action in Venezuela and the prospect of higher Venezuelan crude flows to Gulf Coast refineries have put Par Pacific Holdings (PARR) on investors’ radar, especially after a 4.5% share price decline in mid January. See our latest analysis for Par Pacific Holdings. That recent mid January share price drop sits against a mixed backdrop, with a 7 day share price return of 7.19%, a 30 day share price return of 5.36%,...

Why Brookdale Senior Living Stock Just Drew Fresh Attention Brookdale Senior Living (BKD) is back in focus after releasing preliminary results and fresh guidance that point to higher 2025 revenue alongside a wider expected net loss driven by non cash impairment charges. See our latest analysis for Brookdale Senior Living. Those preliminaries and guidance arrived after a strong run in the share price, with a 38.38% 1 month share price return and a 63.58% 3 month share price return, while the 1...

If you are wondering whether GXO Logistics is still reasonably priced after its recent run, you are not alone. This article walks through what the current share price might be implying about the company. Over the last year, the stock has returned 24.5%, with a 4.2% return over the past month and a 1.4% decline over the last week from a recent close of US$56.59. These moves can change how investors think about both upside and risk. Recent news flow around GXO Logistics has focused on its role...

Lithia Motors (LAD) is back in focus after recent share price moves, with the stock closing at $323.44 as investors weigh its valuation against reported revenue of $37.61b and net income of $900.7m. See our latest analysis for Lithia Motors. Recent trading has been mixed, with a 4.94% 3 month share price return but a 1 year total shareholder return decline of 13.37%, suggesting longer term momentum has faded even as shorter term moves remain more constructive. If Lithia Motors has you...

Archrock, Inc. recently announced that its Board of Directors has raised the quarterly dividend to US$0.22 per share, or US$0.88 on an annualized basis, payable on February 18, 2026 to shareholders of record as of February 10, 2026. This higher payout, following increases over both the prior quarter and the same period last year, underlines management’s confidence in Archrock’s cash generation and commitment to shareholder returns. Next, we’ll examine how this dividend increase shapes...

In recent weeks, Protagonist Therapeutics has reported insider share sales by senior executives alongside progress updates on rusfertide’s New Drug Application and advancing icotrokinra toward potential approval. At the same time, a broad group of Wall Street firms has become more optimistic on Protagonist’s lead drug candidates, reflecting growing confidence in the company’s clinical and regulatory trajectory despite insider transactions largely tied to tax and option exercises. With...

Lennar recently reported fiscal fourth-quarter 2025 results showing year-over-year declines in revenue, earnings per share, and profit margins, even as operating cash flow strengthened. Away from the headline numbers, Lennar is simultaneously expanding its 55-and-better footprint with the Dry Canyon community in Central Oregon and continuing shareholder returns via a US$0.50 quarterly dividend. We will now examine how the combination of weaker quarterly profitability and the Dry Canyon...

In recent days, Beam Therapeutics received a favorable regulatory update for its Alpha-1 Antitrypsin Deficiency program, while Bernstein reiterated a positive stance and ARK Investment Management added 116,000 shares, alongside the company outlining 2026 priorities to advance its genetic medicines pipeline. An additional development was the open-market sale of 6,198 shares by Senior Vice President Bethany J. Cavanagh under a pre-arranged Rule 10b5-1 trading plan, offering investors a window...

Natural Resource Partners (NRP) is back in focus after Greystone Capital Management highlighted its royalty driven model, debt free balance sheet and resilient mineral rights cash flows despite challenging coal pricing in 2025. See our latest analysis for Natural Resource Partners. The latest Greystone commentary and recent trading above a key moving average come against a backdrop of a 9.1% year to date share price return and an 11.7% one year total shareholder return. Very large five year...

Consolidated Edison (ED) recently declared a quarterly dividend of $0.8875 per share, payable on March 16, 2026, which represents an annualized increase of $0.15 compared with the prior $3.40 per share level. See our latest analysis for Consolidated Edison. The dividend increase comes after a period of steady gains, with a 90 day share price return of 10.34% and a 1 year total shareholder return of 17.68%, suggesting momentum has been building rather than fading. If income stability is on...

Ralliant stock reacts to recent trading performance Ralliant (RAL) has seen mixed short term trading, with the share price down about 1.6% over the past day and 1.4% over the past week, but up over the past month and past 3 months. See our latest analysis for Ralliant. With the share price now at $52.97, Ralliant’s 90 day share price return of 19.63% versus a 3.42% year to date share price return suggests momentum has been building recently. This can reflect shifting expectations for the...

Bank First (BFC) just paired its fourth quarter earnings report with a higher payout to shareholders, reporting increases in net interest income, net income, and an 11.1% bump in its quarterly dividend. See our latest analysis for Bank First. At a share price of $139.54, Bank First has logged a 15.68% year to date share price return and a 44.36% total shareholder return over the past year, suggesting recent momentum has been building alongside its earnings, dividend increase, and board...