SLM Corp., the student lending giant, faces mounting class action lawsuits alleging it misled investors about loan delinquencies and risk controls. The legal storm coincides with the appointment of a new technology chief, spotlighting the firm's operational challenges.
Shares of the parent company of The North Face and Vans have shown recent strength, but a deeper look reveals persistent challenges and a debate over whether the apparel giant is truly undervalued or still overpriced relative to its fundamentals.
Baird upgrades Pool Corp to Outperform, citing cyclical recovery and resilient discretionary spending in the pool and outdoor living sector, with a price target of $320.
As semiconductor manufacturing grows more complex, KLA's process control systems are becoming indispensable. With a dominant market position and resilient financials, the company is positioned to capitalize on long-term industry trends, though its premium valuation invites scrutiny.
Brookfield Business Partners (BBU) reports a strong 2025 defined by strategic capital moves and operational gains across its portfolio. The company is on the cusp of a major corporate reorganization into a single listed entity, aiming to boost liquidity and attract a wider investor base.
With nearly 90% of its shares held by major financial institutions, The AES Corporation's stock trajectory is deeply intertwined with the moves of Wall Street's largest players. This concentration brings both stability and potential volatility, as recent market gains highlight.
While HEICO Corporation carries a significant debt load, a closer look at its balance sheet and cash flow suggests the aerospace parts maker is using leverage prudently to fuel growth, with strong earnings providing a comfortable cushion.
The Lane Construction Corporation, a subsidiary of Italy's Webuild Group, has been selected to lead a major modernization of a seven-mile stretch of Interstate 64 in Norfolk, with the ambitious project slated for completion by 2029.
A majority 54% stake in Endurance Gold Corporation is held by company insiders, who have been recent net buyers of shares. The concentrated ownership and buying activity come as the junior gold explorer trades with a market cap of approximately C$149 million.
A series of insider stock purchases at Key Tronic Corporation is drawing investor attention, signaling management's belief in the electronics manufacturer's long-term value proposition.
Cincinnati Financial Corporation announces a dividend increase to $0.94 per share, maintaining a sustainable payout ratio despite a projected earnings dip, as the insurer continues its long-term shareholder return strategy.
Fox Corporation surpassed Wall Street's revenue and profit forecasts for the fourth quarter of 2025, driven by resilient advertising demand for its core news and sports programming and accelerating growth from its digital streaming services, Tubi and Fox One.
Kirby Corporation's fourth-quarter revenue fell short of analyst forecasts, triggering a sharp sell-off. While management pointed to seasonal factors and weather delays, analysts probed deeper into persistent challenges and the path forward for the marine transportation and distribution giant.
Brunswick Corporation posted revenue and profit above Wall Street forecasts for Q4, yet its stock faced investor skepticism. While CEO David Foulkes pointed to stabilizing boating participation and strong segment execution, analyst questions during the earnings call revealed lingering concerns over retail-to-wholesale conversion, tariff impacts, and macroeconomic pressures.
Kemper Corporation's fourth-quarter results fell sharply below analyst forecasts, driven by severe headwinds in its auto insurance segment. The company outlines a strategic restructuring focused on rate approvals, geographic diversification, and cost discipline to navigate regulatory challenges.
Oshkosh Corporation's Q4 earnings revealed a complex picture of strong demand in key segments countered by cost pressures and tariff headwinds. While management pointed to robust orders ahead of 2026 price hikes, analysts probed deeper into the sustainability of margins and the path forward for its Access business.
Automotive supplier Lear Corporation reported robust 2025 financial results, highlighted by record new business awards in seating and E-Systems, significant operational savings, and a disciplined capital return strategy. While navigating a mixed global auto market, the company outlined a confident outlook for 2026, underpinned by its thermal comfort technology and digital transformation initiatives.
Kemper Corporation reported a net loss for Q4 2025, with its property and casualty segment pressured by soaring bodily injury costs in California and mandatory refunds in Florida. While the life insurance business remained a steady performer, executives outlined a strategic pivot to diversify geographically and deploy new products to restore auto insurance profitability.
IDEX Corporation capped off fiscal 2025 with stronger-than-anticipated fourth-quarter results, propelled by a record-setting order surge in its Health & Science Technologies unit linked to data center and AI infrastructure. While management expressed confidence in its strategic evolution, it offered a measured outlook for the coming year amid a mixed industrial landscape.
Horace Mann Educators Corporation (HMN) reported its highest-ever annual earnings for 2025, fueled by strong premium growth and favorable weather. The company provided a confident outlook for 2026, targeting nearly 10% growth in normalized earnings while continuing to invest in its specialized distribution network and operational efficiency.
