U.S. Water Utilities Stock News

NYSE:AB
NYSE:ABCapital Markets

What AllianceBernstein Holding (AB)'s New Buyback Program Means For Shareholders

AllianceBernstein Holding L.P. has in the past completed a share repurchase of 843,602 shares, or 0.91% of its issued capital, under a buyback announced on October 23, 2025, and has also announced a new repurchase program on February 12, 2026. The completion of one buyback and the launch of another highlight management’s willingness to return capital to unitholders and adjust the partnership’s capital structure. With AllianceBernstein now committing to additional share repurchases, we’ll...
NYSE:HAYW
NYSE:HAYWBuilding

Hayward Holdings (HAYW) Margin Gains Challenge Cautious Growth Narratives After FY 2025 Earnings

Hayward Holdings (HAYW) closed out FY 2025 with fourth quarter revenue of US$349.4 million and basic EPS of US$0.32, underpinned by quarterly net income of US$68.4 million. The company reported an increase in revenue and EPS from US$327.1 million and US$0.25 in Q4 2024 to US$349.4 million and US$0.32 in Q4 2025. Trailing twelve month EPS reached US$0.70 on revenue of about US$1.1 billion, contributing to a results season in which improved margins are a key focus for investors assessing the...
NYSE:ARW
NYSE:ARWElectronic

How Investors Are Reacting To Arrow Electronics (ARW) Taking Over Citrix Service Provider Management

In February 2026, Citrix announced that it had expanded its agreement with Arrow Electronics to hand over management of all Citrix Service Provider business across North America and Europe, giving Arrow responsibility for partner transactions, pricing, incentives, and engagement while Citrix retains product development and support. This shift creates a single, streamlined touchpoint for Citrix service providers and customers, potentially improving operational efficiency and strengthening...
NYSE:APG
NYSE:APGConstruction

APi Group (APG) Q4 Net Loss Of US$493m Tests Recurring Revenue Bull Story

APi Group (APG) just wrapped up FY 2025 with Q4 revenue of about US$2.1 billion and a basic EPS loss of US$1.19, capping a twelve month stretch where trailing revenue reached roughly US$7.9 billion and trailing EPS stood at a loss of US$0.69. Over recent quarters, the company has seen revenue move from US$1.9 billion in Q4 2024 to US$2.1 billion in Q4 2025, while quarterly EPS shifted from a loss of US$0.07 to a loss of US$1.19. This sets the stage for investors to focus squarely on how...
NYSE:SILA
NYSE:SILAHealth Care REITs

Sila Realty Trust (SILA) Q4 FFO Stability Tests Bullish Cash Flow Narratives

Sila Realty Trust (SILA) just reported Q4 FY 2025 results with total revenue of US$50.7 million and basic EPS of US$0.09, alongside funds from operations of US$29.8 million, which is a key metric for REIT investors. The company has seen revenue move from US$46.5 million in Q4 FY 2024 to US$50.7 million in Q4 FY 2025, while trailing 12 month basic EPS stands at US$0.60 and trailing net income is US$33.1 million. Investors will be weighing these figures against expectations for future growth...
NYSE:MANU
NYSE:MANUEntertainment

Manchester United (MANU) Returns To Quarterly Profit And Tests Ongoing Bearish Narratives

Q2 2026 earnings snapshot Manchester United (MANU) has just posted Q2 2026 results with revenue of £190.3 million and basic EPS of £0.024, alongside net income of £4.2 million, putting a profit quarter next to a still loss-making trailing twelve month profile. The club has seen quarterly revenue move between £143.1 million and £198.7 million over the past six reported periods, while basic EPS has ranged from a loss of £0.163 to a profit of £0.024, giving investors a mixed read on headline...
NasdaqGS:JD
NasdaqGS:JDMultiline Retail

Should JD.com’s (JD) Insurance Push and Founder’s Yacht Venture Reshape Its Logistics-Led Investment Narrative?

In early 2026, JD.com prepared to release its fourth-quarter and full-year 2025 results while founder Richard Liu launched the independently funded Sea Expandary yacht venture and the company advanced into insurance services through its JDA JD Insurance Consultant trademark filings. Together, these moves highlight JD.com’s effort to leverage its technology and logistics capabilities beyond core e-commerce into higher-value services and new consumer categories. Next, we’ll examine how...
NYSE:BA
NYSE:BAAerospace & Defense

Boeing Faces Starliner Type A Blow As ULA Woes Test Recovery

NASA has classified Boeing's 2024 crewed Starliner test failure as a highest severity Type A mishap, signaling a critical safety incident. United Launch Alliance, a joint venture involving Boeing, is facing reliability questions after Vulcan Centaur rocket anomalies. ULA is also dealing with leadership turmoil following the abrupt departure of its CEO. For investors watching Boeing, NYSE:BA, these setbacks land on top of an already mixed share price story. The stock closed at $230.36, with...
NYSE:MLI
NYSE:MLIMachinery

Mueller Industries’ 40% Dividend Hike Could Be A Game Changer For Mueller Industries (MLI)

Mueller Industries’ board recently declared a regular quarterly cash dividend of US$0.35 per share, payable on March 27, 2026 to shareholders of record as of March 13, 2026, representing a 40 percent increase over the 2025 quarterly dividend. This marks the sixth consecutive year of double-digit dividend growth for Mueller Industries, highlighting a clear emphasis on consistent cash returns to shareholders. Next, we will examine how this substantial dividend increase shapes Mueller...
NasdaqGS:LINE
NasdaqGS:LINEIndustrial REITs

Lineage (LINE) FFO Loss Of US$167 Million Reinforces Bearish REIT Cash Flow Narratives

Lineage (LINE) has wrapped up FY 2025 with fourth quarter revenue of US$1.3 billion, basic EPS of US$0.02 and net income excluding extra items of US$4 million, alongside funds from operations of a US$167 million loss that will draw close attention from REIT focused investors. Over the past four quarters, the company has seen revenue hold around the US$5.3 billion level on a trailing basis while EPS for the same period sits at a loss of US$0.44, setting a clear backdrop for how you might read...
NasdaqGM:NMIH
NasdaqGM:NMIHDiversified Financial

Does NMIH’s Completed Buybacks and New Director Appointment Change The Bull Case For NMI Holdings (NMIH)?

NMI Holdings, Inc. recently completed two share repurchase programs totaling US$223.57 million and finalized the buyback of approximately 6.45 million shares, while also appointing experienced financial executive Renu Agrawal as an independent director, expanding its Board to ten members. By pairing sizeable capital returns through completed buybacks with the addition of a director who brings deep banking, risk and governance experience, NMI Holdings is emphasizing both shareholder capital...
NYSE:CC
NYSE:CCChemicals

Is Chemours (CC) Pricing Reflect Recent Volatility And Discounted Cash Flow Outlook

If you are wondering whether Chemours is offering good value at its current price, or if the recent moves are signaling something else about the stock, this article focuses squarely on what the numbers say about value. Chemours' share price closed at US$18.02, with returns of 14.1% over the last 30 days, 47.1% year to date and 16.9% over the past year, while the 7-day return of a 14.8% decline and longer term 3-year and 5-year returns of 42.4% and a 16.4% decline show a mixed picture for...
NYSE:GDDY
NYSE:GDDYIT

GoDaddy (GDDY) Margin Compression Tests Bullish EPS Growth Narrative

GoDaddy (GDDY) just posted its FY 2025 numbers with Q4 revenue of US$1.27 billion and basic EPS of US$1.82, while trailing 12 month revenue came in at US$5.0 billion and EPS at US$6.34. Over the past six quarters, revenue has moved from US$1.15 billion in Q3 2024 to US$1.27 billion in Q4 2025, with quarterly EPS ranging from US$1.36 in Q3 2024 to US$1.82 in the latest quarter. Investors may now focus on how these top line and EPS trends line up with expected earnings growth. With net margins...
NYSE:CVS
NYSE:CVSHealthcare

Does Medicare Advantage Reimbursement Uncertainty Reshape The Bull Case For CVS Health’s Platform Strategy (CVS)?

Earlier in February, CVS Health faced investor concerns after federal Medicare officials proposed minimal payment updates and risk‑adjustment changes for 2027 Medicare Advantage plans, raising questions about reimbursement levels for its Aetna insurance unit. At the same time, heightened put option activity and ongoing integration of Oak Street Health, alongside legal settlements and new sports health partnerships, underscored how policy risk, primary care expansion, and brand-building...
NYSE:VIK
NYSE:VIKHospitality

A Look At Viking Holdings (VIK) Valuation After New US River Itineraries And PGA TOUR Partnership

Viking Holdings (VIK) has opened bookings for a new set of 2027 Mississippi and Ohio river itineraries, expanding its U.S. river cruise offerings shortly after securing a multi year marketing partnership with the PGA TOUR. See our latest analysis for Viking Holdings. The new river itineraries and the recent PGA TOUR marketing tie up come as Viking Holdings trades at US$79.18, with a 30 day share price return of 13.62% and a 1 year total shareholder return of 61.23%, suggesting momentum has...
NasdaqGS:AKAM
NasdaqGS:AKAMIT

Akamai And NVIDIA Push Zero Trust Security Deeper Into Critical Infrastructure

Akamai Technologies (NasdaqGS:AKAM) and NVIDIA have launched an agentless security solution for operational technology and industrial control systems. The offering uses a hardware based Zero Trust model aimed at protecting critical infrastructure without touching fragile or legacy software stacks. The collaboration targets sectors such as energy and transportation where regulatory expectations and cyber threats to industrial equipment are rising. Akamai is best known for content delivery,...
NYSE:MHK
NYSE:MHKConsumer Durables

Is Mohawk Industries (MHK) Offering Opportunity After Recent Share Price Weakness?

If you are wondering whether Mohawk Industries at around US$123.48 is offering fair value or a potential discount, you are not alone. The answer depends on which valuation lens you use. The share price has moved around recently, with a 5.7% decline over the last 7 days, a 2.5% gain over 30 days, a 12.8% return year to date, and 4.1%, 22.0% and 32.4% decline over the last 1, 3 and 5 years respectively. These movements can change how investors think about both opportunity and risk. Recent...
NYSE:EVH
NYSE:EVHHealthcare Services

Evolent Health Q4 Loss Of US$3.84 Per Share Tests Bullish Margin Turnaround Narrative

Evolent Health FY 2025 earnings snapshot Evolent Health (EVH) closed FY 2025 with fourth quarter revenue of US$468.7 million and a basic EPS loss of US$3.84, as the company continued to report negative net income. Over recent periods, revenue has ranged from US$444.3 million to US$483.6 million per quarter, while quarterly basic EPS has stayed in loss-making territory between US$0.24 and US$3.84. This gives investors a clear view of the trade off between top line scale and ongoing earnings...
NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

How Investors Are Reacting To Fortinet (FTNT) Margin Concerns After a Strong Earnings Beat

Fortinet recently delivered fourth-quarter 2025 results that surpassed its own guidance and market expectations, yet Freedom Capital Markets downgraded the company citing margin risks from rising memory costs, foreign exchange volatility, and heightened competition. While Fortinet’s services segment benefited from growth in Unified SASE cloud solutions and recent acquisitions, the downgrade highlights investor concern that customer caution on contract duration and cost pressures could...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Tempus AI (TEM) Loss Deepens To US$0.30 EPS As Premium Valuation Thesis Faces Test

Tempus AI (TEM) just posted its FY 2025 numbers with Q4 revenue of US$367.2 million, a basic EPS loss of US$0.30, and net income loss of US$54.2 million, setting the tone for how investors will read the rest of the year. The company reported revenue of US$200.7 million in Q4 2024 and US$367.2 million in Q4 2025, while quarterly basic EPS moved from a loss of US$0.07 to a loss of US$0.30 over the same period, so the key question now is how to weigh that top line against the still negative...
NYSE:BROS
NYSE:BROSHospitality

Assessing Dutch Bros (BROS) Valuation After Strong Q4 Results And 2026 Growth Guidance

Dutch Bros (BROS) has given investors a fresh data point to assess, pairing a stronger than expected fourth quarter and full year 2025 performance with higher 2026 revenue guidance and visible progress on new formats and markets. See our latest analysis for Dutch Bros. Despite the stronger recent earnings and higher 2026 revenue guidance, Dutch Bros’ share price return has been under pressure, with a 30 day share price return of a 13.64% decline and a year to date share price return of an...
NasdaqGS:FCNC.A
NasdaqGS:FCNC.ABanks

Margin Compression At First Citizens BancShares (FCNCA) Challenges Bullish Earnings Narrative

First Citizens BancShares (FCNCA) has wrapped up FY 2025 with Q4 total revenue of US$2.4b and basic EPS of US$45.78, alongside net income of US$566m that feeds into a trailing 12 month net profit margin of 23.8%, compared with 29.1% a year earlier. Over recent periods, the bank has seen total revenue move between US$2.1b and US$2.4b per quarter and quarterly EPS range from US$34.47 to US$49.18. This gives investors a clear set of numbers to weigh against a five year earnings growth rate of...
NasdaqCM:NNE
NasdaqCM:NNEElectrical

NANO Nuclear Energy (NNE) Valuation After New Gulf KRONOS MMR Partnership With EHC Investment

NANO Nuclear Energy (NNE) just signed a Memorandum of Understanding with Abu Dhabi based EHC Investment L.L.C. to explore a joint venture focused on its KRONOS micro modular reactor and related nuclear supply chains in the Gulf region. See our latest analysis for NANO Nuclear Energy. The MOU announcement comes after a mixed run for the stock, with a 7% 1 day share price return and 8.5% 7 day share price return contrasting with a 17.05% 30 day share price decline and 8.23% 1 year total...
NasdaqCM:TYGO
NasdaqCM:TYGOElectrical

Tigo Energy (TYGO) Swings To Q4 Profit Challenging Longstanding Loss-Making Narrative

Tigo Energy (NasdaqCM:TYGO) closed out FY 2025 with Q4 revenue of US$30.0 million and basic EPS of US$0.17, alongside trailing twelve month revenue of US$103.5 million and a basic EPS loss of US$0.03. The company has seen quarterly revenue move from US$14.2 million in Q3 2024 to US$30.0 million in Q4 2025, while basic EPS shifted from a loss of US$0.22 to a profit of US$0.17 over the same span, setting up a results season in which investors will be weighing improving earnings against a still...