Erie Indemnity Company (ERIE) has not only maintained but increased its dividend for 36 consecutive years, navigating economic cycles with a steady hand. Its latest quarterly results show growth across key fee and investment income lines, underscoring the durability of its business model.
In its Q4 2025 letter, Baron Discovery Fund pointed to medical technology firm Establishment Labs Holdings (ESTA) as a key contributor, despite the fund's slight underperformance against its benchmark. The fund remains optimistic about a high-growth, low-inflation environment in 2026.
Despite raising its full-year guidance and posting strong earnings, sports data giant Sportradar saw a significant institutional investor completely divest its position in Q4, highlighting a divergence between operational performance and market sentiment.
Shares of Clearwater Analytics (CWAN) rallied following the announcement of a key acquisition, providing a bright spot in Baron Discovery Fund's Q4 2025 letter, which detailed a challenging year for its long-term growth strategy.
In a move that resets strained bilateral relations, the U.S. and India announced a preliminary trade agreement. The deal lowers U.S. tariffs on Indian goods and scraps punitive duties linked to Russian oil, though key details on purchase commitments remain unconfirmed.
UBS raises its price target on the defense and aerospace giant following strong quarterly results, citing improving demand across its Gulfstream, Combat, and Marine units. However, below-consensus guidance and margin pressures keep the firm's rating at Neutral.
Siemens Energy is injecting $64 million into its Painted Post, N.Y., compressor factory, a key piece of a broader $1 billion U.S. investment aimed at meeting soaring electricity demand driven by data centers and AI.
Despite a year of mixed economic signals, Norfolk Southern announced its customers advanced over 60 major industrial projects in 2025, representing $7.7 billion in new investment for rail-served facilities and underscoring long-term confidence in strategic supply chain corridors.
Netflix's advertising revenue skyrocketed over 150% in 2025, signaling a successful strategic pivot. However, its planned $42 billion debt-financed acquisition of Warner Bros. Discovery casts significant uncertainty over its future, leaving investors to weigh rapid growth against mounting financial risk.
Becton Dickinson (BD) sees its price target raised by Piper Sandler as the medtech giant prepares to overhaul its financial reporting structure and invests heavily in prefillable syringe production to meet booming demand for GLP-1 and biologic drugs.
Marzetti expands its flavor footprint with the strategic purchase of the fast-growing Japanese-American sauce brand Bachan's, aiming to capitalize on consumer demand for global and premium products.
The Walt Disney Company has named Josh D'Amaro, the architect behind its global parks and experiences empire, as its next chief executive. The 27-year company veteran, set to take the helm in March, faces the monumental task of steering the entertainment titan through the streaming era's turbulence and evolving cultural landscape.
The Walt Disney Company has announced Josh D’Amaro, Chairman of Disney Experiences, will succeed Bob Iger as CEO in March. Dana Walden is named President and Chief Creative Officer, as the entertainment behemoth concludes a years-long succession search.
A home services entrepreneur's plan to slash personal profits to fund significant pay raises for staff has ignited a fierce debate on Reddit's r/smallbusiness, highlighting the complex calculus between generosity, motivation, and sustainable growth.
After an 11-year legal battle, trucking giant Werner Enterprises has agreed to an $18 million settlement, resolving claims from roughly 100,000 drivers over alleged wage and hour violations. The deal, pending final court approval, marks a significant chapter in the ongoing debate over driver compensation.
A new job listing reveals DraftKings is actively building an internal market-making operation for its prediction platform, a strategic shift that could boost liquidity but also raises questions about transparency and competitive fairness in the emerging prediction exchange sector.
DaVita Inc. reported a milestone first profitable year for its Integrated Kidney Care (IKC) division, beating its own 2026 target. The kidney care giant provided robust 2026 guidance, forecasting 33% adjusted EPS growth, fueled by clinical initiatives and strategic partnerships aimed at reducing patient mortality and hospitalization rates.
Terns Pharmaceuticals has renegotiated its licensing deal for TERN-701, gaining exclusive worldwide rights outside key Asian markets. The strategic move comes after a period of explosive stock performance, but analysts are now scrutinizing whether its premium valuation is justified given its clinical-stage pipeline and lack of revenue.
Cognex Corporation (CGNX) shares have shown recent strength, closing at $39.76. While the stock gained 7.7% over the past month, it remains down sharply over three and five-year horizons, presenting investors with a complex valuation puzzle amid shifting industrial automation trends.
Diamond Hill Capital's latest investor letter reveals the Large Cap Fund's Q4 2025 results, highlighting Capital One Financial as a key performer despite the fund's overall cautious stance on AI-fueled market rallies.
