A significant purchase of the VictoryShares USAA Core Short-Term Bond ETF (USTB) by wealth manager Merit Financial Group highlights institutional interest in short-duration, income-focused strategies amid market uncertainty.
Verizon outlined a sweeping operational overhaul on its Q4 2025 earnings call, spotlighting robust subscriber growth post-Frontier acquisition and a sharpened focus on customer retention. The telecom giant announced a massive $25 billion buyback program and committed to slashing costs by $5 billion, while addressing recent network reliability issues head-on.
Tetra Tech's stock has surged following strong Q1 results, raised guidance, and enhanced capital returns. While analysts see further upside, questions linger over contract risks and a premium valuation.
As the restaurant industry navigates post-2025 challenges of traffic recovery and margin pressure, the franchise model emerges as a defensive cornerstone for investors, offering scalability and predictable cash flows.
Despite a challenging mortgage landscape, SB Financial Group (SBFG) reports robust fourth-quarter and full-year 2025 results, marking one of its strongest performances in history with significant loan growth and disciplined expense management.
First Business Financial Services (FBIZ) reported robust 2025 results, driven by resilient margins and core deposit growth, while detailing a contained credit issue in its commercial real estate portfolio and outlining double-digit growth targets for the coming year.
With its stock near 52-week highs, Western Digital prepares to unveil its AI-driven storage roadmap at a pivotal New York event, seeking to transition its narrative from cyclical recovery to structural growth.
Valley National Bancorp (VLY) reported fourth-quarter revenue and profit that topped Wall Street forecasts, driven by robust core deposit growth and disciplined balance sheet management. The regional bank's leadership pointed to strategic tech investments and commercial loan demand as key pillars for its 2025 outlook.
Former House Speaker Nancy Pelosi has sold between $1 million and $5 million worth of Disney shares, a move that spotlights the entertainment giant's struggle to navigate declining linear TV revenues and intense streaming competition, even as its parks and direct-to-consumer segments show resilience.
Canada Post and its union have finalized the text of a new five-year contract, paving the way for a ratification vote. The deal includes wage hikes and weekend parcel delivery but leaves out key management demands for operational flexibility.
American Express reported fourth-quarter earnings that narrowly missed analyst forecasts, yet a modest stock decline reflects investor confidence in its robust guidance and the sustained momentum of its high-end cardmember base.
American Express reported a 10% revenue surge to $72 billion for 2025, driven by strong premium card demand and disciplined credit. Executives project 9-10% growth for 2026, betting on younger customers and strategic tech investments to sustain momentum.
John B. Sanfilippo & Son posts record revenue and a 32% jump in EPS for fiscal Q2 2026, even as higher nut costs and shifting consumer habits pressure sales volumes. The snack nut processor eyes future growth through operational efficiency and new bar production capacity.
Rosenblatt Securities initiates coverage on Credo Technology with a Neutral rating and a $170 price target, highlighting its strong position in high-speed connectivity for AI infrastructure while flagging competitive pressures. The note follows a more bullish target hike from Barclays earlier in the month.
B. Riley initiates coverage of Adamas Trust (ADAM) with a Buy rating and a $9 price target, citing the REIT's strategic portfolio pivot towards higher-quality Agency RMBS as a key driver for potential revaluation.
Analyst firm Compass Point reiterates its Buy rating on Invesco Mortgage Capital Inc. (IVR), increasing its price target to $9.50, citing attractive mortgage spreads as a key catalyst for the REIT's potential book value growth.
With major indices treading water after the Fed's steady rates, savvy investors are turning to overlooked small-cap stocks where insider buying signals conviction. We examine three companies where executives are backing their firms with their own capital.
Waste Management capped off a strong 2025 with record cost performance and margin expansion, driven by operational discipline and its growing sustainability portfolio. The company forecasts continued growth for 2026, backed by robust cash flow and ambitious capital return plans.
United Rentals reported strong Q4 results, driven by data center and power sector demand, and issued 2026 guidance forecasting continued revenue growth. Management highlighted a robust project pipeline while navigating margin pressures.
Plains All American Pipeline's strategic pivot—selling its Canadian NGL unit for $3.8 billion to fund the acquisition of the EPIC Crude Oil Pipeline—has sharpened its focus on oil transportation. While a 10% distribution hike signals confidence, analyst downgrades and heightened options volatility ahead of earnings reveal deep divisions over the company's risk-reward profile.
