U.S. Water Utilities Stock News

NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

How Investors May Respond To Palomar Holdings (PLMR) Subsidiary’s AM Best Rating Upgrade

AM Best recently upgraded First Indemnity of America Insurance Company, a Palomar Holdings subsidiary, raising its Financial Strength Rating to A (Excellent) and Long-Term Issuer Credit Rating to “a” (Excellent), with outlooks revised to stable. This higher rating for a key subsidiary underscores the insurance group’s assessed very strong consolidated balance sheet strength, which can influence counterparties’ confidence and business opportunities across Palomar’s specialty lines. We’ll now...
NYSE:CACI
NYSE:CACIProfessional Services

CACI International (CACI) Is Up 6.1% After Landing $416 Million Navy IT Modernization Deal

In January 2026, CACI International Inc. announced it had secured a five-year, single-award SeaPort-NxG task order worth up to US$416 million to modernize the U.S. Navy’s Naval Sea Systems Command Maritime Maintenance Enterprise Solution program using Industry 4.0 technologies and Agile, cloud-first IT solutions. This contract deepens CACI’s role in critical defense IT modernization, reinforcing its position in long-term, mission-focused Navy maintenance and readiness support. We’ll now...
NasdaqGS:NAVI
NasdaqGS:NAVIConsumer Finance

Navient’s CFO and Oversight Shake-Up Might Change The Case For Investing In Navient (NAVI)

In early January 2026, Navient Corporation reshaped its leadership structure, appointing long-time executive Steve Hauber as Executive Vice President, Chief Financial Officer and Principal Accounting Officer, while Joe Fisher exited the CFO role and began a short transition period before leaving the company. By consolidating finance, legal, risk management, internal audit, and compliance under Hauber and expanding COO Troy Standish’s remit to technology and human resources, Navient is...
NasdaqGS:VRSK
NasdaqGS:VRSKProfessional Services

A Look At Verisk Analytics (VRSK) Valuation After A 20.3% One Year Total Return Decline

Event context and recent stock performance Verisk Analytics (VRSK) has been drawing attention after a mixed stretch in its share performance, including a 0.7% decline over the past day and a roughly 20% drop in total return over the past year. See our latest analysis for Verisk Analytics. With the share price at US$220.41, the stock has had a mixed run, with a 30 day share price return of 1.1% contrasting with a 1 year total shareholder return decline of 20.3%. This suggests momentum has...
NYSE:ADC
NYSE:ADCRetail REITs

Does ADC’s Steady Dividends And Insider Buying Reveal A Deeper Capital Allocation Philosophy?

Agree Realty Corporation recently declared a monthly cash dividend of US$0.262 per common share and US$0.08854 per Series A preferred depositary share, with both payouts scheduled for February 2026 to shareholders of record in late January. Alongside these dividends, a continued pattern of insider share purchases, including a January 2026 buy by the CFO, underscores management’s alignment with common investors and commitment to ongoing income distributions. Against this backdrop of insider...
NYSE:PAR
NYSE:PARSoftware

Should Winning Papa Johns as Core AI Platform Partner Require Action From PAR Technology (PAR) Investors?

Papa Johns previously announced it selected PAR Technology’s PAR POS and PAR OPS platforms to underpin its next-generation U.S. in-restaurant technology stack, replacing legacy on-premise systems and targeting a fully rolled-out deployment across all domestic corporate and franchise locations by the end of 2027. This deal reinforces PAR’s role as an integrated restaurant tech provider, embedding its AI-enabled platform at scale within a major quick-service pizza chain’s operations and...
NYSE:THS
NYSE:THSFood

Will FMR’s Sharp Stake Cut Test Investor Confidence in TreeHouse Foods’ (THS) Efficiency Execution Narrative?

On December 31, 2025, FMR LLC sharply cut its holdings in TreeHouse Foods Inc, reducing its position by 2,718,583 shares while retaining 822,158 shares and a 1.60% stake. This sizeable pullback by a major institutional investor brings fresh attention to TreeHouse Foods’ ability to execute its efficiency plans amid ongoing market and operational challenges. We’ll now examine how FMR LLC’s large reduction in its TreeHouse stake interacts with the existing investment narrative and risk...
NasdaqGS:ENSG
NasdaqGS:ENSGHealthcare

Is Surging Demand For High-Acuity Care Altering The Investment Case For Ensign Group (ENSG)?

Ensign Group recently reported that its skilled nursing, senior living, and rehabilitation services across 15 states have seen sustained strength in demand, with unit sales growth averaging 11.8% annually over the past two years. An important takeaway for investors is that Wall Street now projects revenue growth of 22.8% over the next 12 months, underscoring a meaningfully stronger demand outlook for Ensign’s high-acuity care model. We will now examine how this accelerating demand outlook...
NasdaqGS:FROG
NasdaqGS:FROGSoftware

A Look At JFrog (FROG) Valuation After Genefa Murphy’s Appointment As Chief Marketing Officer

JFrog (FROG) shares have been in focus after the company appointed Genefa Murphy as Chief Marketing Officer, a move investors are weighing alongside the stock’s recent pullback and longer term performance. See our latest analysis for JFrog. Murphy’s appointment and JFrog’s upcoming appearance at the Needham Growth Conference come as the stock trades at US$56.89, with a 30 day share price return showing a 14.85% decline, a 90 day gain of 18.55%, and a 1 year total shareholder return of 73.71%...
NYSE:UNM
NYSE:UNMInsurance

Does Unum Group’s (UNM) Reaffirmed Dividend Reveal Its True Capital Allocation Priorities?

On January 15, 2026, Unum Group’s board declared a quarterly dividend of US$0.460 per share, payable on February 20, 2026, to shareholders of record as of January 30, 2026. This reaffirmed dividend, alongside Unum’s broader capital return policies, highlights management’s ongoing emphasis on distributing cash to shareholders. We’ll now examine how Unum’s reaffirmed dividend shapes the company’s existing investment narrative and its capital return profile. Uncover the next big thing with...
NYSE:IBP
NYSE:IBPConsumer Durables

Does IBP’s 2034 Note Deal and Downgrade Shift the Bull Case for Installed Building Products (IBP)?

In early January 2026, Installed Building Products, Inc. priced a US$500,000,000 offering of 5.625% senior unsecured notes due 2034, intending to redeem its existing 5.75% senior unsecured notes due 2028 and fund general corporate purposes in a private placement to qualified institutional buyers. Around the same time, J.P. Morgan downgraded Installed Building Products to a sell rating, underscoring tensions between the company’s capital structure moves and evolving analyst views on its...
NasdaqGS:PLPC
NasdaqGS:PLPCElectrical

Preformed Line Products (PLPC) Is Up 5.6% After Resilient Q3 Earnings Amid Tariff Pressures – Has The Bull Case Changed?

Preformed Line Products recently reported solid third-quarter 2025 results, with strong revenue growth from its core energy and communications markets while managing tariff-related cost pressures and a one-time pension termination charge. The company’s ability to grow operating income and adjusted earnings while continuing to invest in new manufacturing facilities and acquisitions highlights its underlying financial resilience. We’ll now examine how resilient operating performance amid...
NasdaqGS:BRZE
NasdaqGS:BRZESoftware

Do Analysts’ Renewed Support Signal a Turning Point in Braze’s (BRZE) AI Moat Story?

Earlier in January 2026, Braze was added to Wells Fargo’s Q1 2026 Tactical Ideas List, while Wells Fargo and Needham both reiterated positive views on the company’s AI-enabled customer engagement platform and commercial progress. Analysts emphasized that Braze’s data-first, AI-focused offerings and flexible pricing initiatives like Flex Credits are strengthening its competitive position and supporting deeper enterprise adoption. We’ll now examine how this renewed analyst enthusiasm around...
NasdaqGS:OUST
NasdaqGS:OUSTElectronic

Ouster (OUST) Valuation Check As Needham Growth Conference Appearance Draws Fresh Investor Attention

Conference appearance puts Ouster in focus Ouster (OUST) is set to present at the 28th Annual Needham Growth Conference on January 15, 2026 in New York, drawing fresh attention to how investors view the lidar stock today. See our latest analysis for Ouster. At a share price of US$26.36, Ouster’s recent pattern has been mixed, with a 30 day share price return of 18.58% alongside a 90 day share price return decline of 13.69%, while its 1 year total shareholder return of 148.68% and 3 year total...
NasdaqCM:NN
NasdaqCM:NNSoftware

A Look At NextNav (NN) Valuation After FCC Proposal For Terrestrial GPS Backup Using 5G Spectrum

NextNav (NN) is back in focus after its proposal to the FCC for new rules that could support a terrestrial GPS backup system using 5G spectrum, a move tied directly to critical infrastructure discussions. See our latest analysis for NextNav. NextNav's FCC proposal comes after a choppy year in the stock, with a 1-day share price return of 5.16% and a 7-day share price return of 9.64% contrasting with a 30-day share price return of a 6.49% decline. The 1-year total shareholder return of 20.86%...
NYSE:KOF
NYSE:KOFBeverage

A Look At Coca-Cola FEMSA (NYSE:KOF) Valuation After Recent Share Price Momentum

Why Coca-Cola FEMSA. de (KOF) Is On Investors’ Radar Today Coca-Cola FEMSA. de (KOF) is drawing attention after recent share price moves, with the stock showing a 1 day return of 1.9% and a past 3 months return of 17.9%. See our latest analysis for Coca-Cola FEMSA. de. While the latest 1 day share price return of 1.9% comes after a period of stronger momentum, the 90 day share price return of 17.9% and 1 year total shareholder return of 35.5% point to investors steadily rewarding Coca-Cola...
NYSE:CC
NYSE:CCChemicals

Assessing Chemours (CC) Valuation After PFAS Class Action Lawsuit Advances

What the PFAS lawsuit means for Chemours stock A Montana federal judge’s decision to let a wide ranging PFAS class action proceed against Chemours (CC) and other manufacturers has pushed legal risk back into focus for anyone tracking the stock. The lawsuit centers on firefighter turnout gear allegedly containing toxic PFAS chemicals, with claims that manufacturers collectively concealed health risks and failed to offer PFAS free alternatives, despite such options allegedly being feasible. For...
NasdaqGM:SPRY
NasdaqGM:SPRYBiotechs

Assessing ARS Pharmaceuticals (SPRY) Valuation After China Community Approval For Neffy Epinephrine Spray

China approval puts focus on ARS Pharmaceuticals’ new market opportunity ARS Pharmaceuticals (SPRY) is back on investor radar after partner Pediatrix Therapeutics received approval from China’s National Medical Products Association for community use of neffy, its intranasal epinephrine spray. This decision makes neffy the first government approved epinephrine product for use outside Chinese hospitals. It creates a fresh addressable market and sets up ARS to collect regulatory milestone...
NasdaqCM:MVST
NasdaqCM:MVSTMachinery

Do Microvast Holdings’ (MVST) New Finance Leaders Signal a Shift in Its Capital Allocation Priorities?

Microvast Holdings recently strengthened its finance leadership, appointing Rodney Worthen as Chief Financial Officer and hiring former NextDecade executive Eric N. Garcia as Chief Accounting Officer, both effective in early January 2026. These appointments bring a blend of corporate finance, investor relations, and Big Four audit experience that could influence how Microvast manages reporting quality, capital allocation, and future expansion decisions. Next, we’ll examine how bringing in a...
NYSE:MSGS
NYSE:MSGSEntertainment

A Look At Madison Square Garden Sports (MSGS) Valuation After EPS Beat And Expanded Knicks Credit Facility

Madison Square Garden Sports (MSGS) is back in focus after reporting Q1 Fiscal 2026 results that beat EPS expectations, while revenue missed forecasts, alongside an amended $425 million revolving credit facility for the Knicks. See our latest analysis for Madison Square Garden Sports. The latest earnings surprise and expanded Knicks credit facility have come alongside a strong price run, with a 30-day share price return of 17.55% and a 1-year total shareholder return of 33.46%. This points to...
NYSE:GMED
NYSE:GMEDMedical Equipment

Globus Medical’s Higher 2025–2026 Revenue Guidance Might Change The Case For Investing In Globus Medical (GMED)

In early January 2026, Globus Medical, Inc. issued updated guidance, forecasting fourth-quarter 2025 sales of approximately US$823.2 million and full-year 2025 sales of about US$2.94 billion, while also setting a full-year 2026 revenue range of US$3.18 billion to US$3.22 billion. This guidance points to management’s confidence in underlying demand for its musculoskeletal and enabling technology portfolio, offering investors fresh insight into how scale from recent acquisitions and innovation...
NasdaqGS:MLYS
NasdaqGS:MLYSBiotechs

Mineralys Therapeutics (MLYS) Valuation After Q3 Beat And Lorundrostat NDA Progress

Mineralys Therapeutics (MLYS) is back in focus after reporting third quarter 2025 earnings that surpassed expectations, updating investors on lorundrostat’s path toward a New Drug Application and expanding its clinical program. See our latest analysis for Mineralys Therapeutics. The latest updates on lorundrostat and Q3 2025 results come after a mixed year in the market, with a 1 day share price return of 4.33% to US$32.74, a 90 day share price return decline of 25.86%, and a 1 year total...
NasdaqGS:HURN
NasdaqGS:HURNProfessional Services

Will Hippocratic AI Partnership Deepen Huron Consulting Group's (HURN) AI-Enabled Healthcare Transformation Narrative?

On January 8, 2026, Hippocratic AI announced a collaboration with Huron Consulting Group to deploy generative AI healthcare agents that support care navigation, discharge follow-up, chronic condition outreach, and other patient engagement tasks within Huron-led transformation programs across more than 1,000 healthcare organizations. The partnership combines Hippocratic AI's large-scale, safety-focused agent platform with Huron's healthcare consulting expertise, potentially deepening Huron's...
NYSE:EGY
NYSE:EGYOil and Gas

A Look At VAALCO Energy (EGY) Valuation After Strong 2025 Outlook And Etame Drilling Results

VAALCO Energy (EGY) is drawing attention after reporting full year 2025 production and sales volumes around the midpoint and top of guidance, alongside encouraging drilling results at its Etame complex offshore Gabon. See our latest analysis for VAALCO Energy. The production and sales update lands after a strong run in the share price, with a 7 day share price return of 23.29% and a 30 day share price return of 31.20%. The 5 year total shareholder return of 136.12% points to momentum that has...