Victory Capital Holdings

Business

Victory Capital's Meteoric Rise: Is the Stock Still a Buy After 233% Five-Year Surge?

Victory Capital Holdings (VCTR) has delivered staggering returns to long-term investors, with shares soaring over 230% in five years. As the stock hovers near $71, analysts and investors are grappling with a critical question: has the market run ahead of itself, or is there still value to be found in this established asset manager?

Feb 5, 2026

Business

Post Holdings' Foodservice Strength Signals a Subtle Shift in Capital Strategy

Amid mixed quarterly results, Post Holdings' growing Foodservice and Refrigerated Retail momentum is prompting investors to reconsider the company's traditional playbook of M&A and buybacks, raising questions about its future capital allocation priorities.

Feb 5, 2026

Business

Lovisa Holdings (ASX:LOV) Capital Efficiency Shines, Signaling Robust Growth Trajectory

The fast-fashion jewelry retailer Lovisa Holdings is demonstrating exceptional capital efficiency, with its Return on Capital Employed (ROCE) significantly outpacing industry averages. This financial strength, coupled with aggressive reinvestment, paints a compelling picture for long-term investors.

Feb 5, 2026

Business

MasterCraft Boat Holdings Faces Investor Scrutiny as Capital Efficiency Declines

Despite outperforming its industry average, MasterCraft Boat Holdings' return on capital employed has seen a notable five-year decline, raising questions about its reinvestment strategy and growth trajectory.

Feb 4, 2026

Business

Bernzott Capital Sees Value in Silgan Holdings, Boosts Stake as Packaging Giant's Shares Slide

Investment firm Bernzott Capital Advisors has significantly increased its stake in Silgan Holdings, a leading global packaging supplier, viewing the stock's recent 20% decline as a buying opportunity amidst broader market challenges.

Feb 3, 2026

Business

Benalec Holdings Sees Turnaround Momentum as Capital Efficiency Improves

The Malaysian marine construction firm Benalec Holdings Berhad is showing early signs of a financial turnaround, with its key profitability metric moving into positive territory after years of losses. While its return on capital remains modest, the trend suggests improved capital allocation.

Feb 3, 2026

Business

AXIS Capital Holdings Gains Investor Attention Amid Strong Price Momentum and Valuation Debate

AXIS Capital Holdings (AXS) shares have surged 15% over the past year, closing at $103.18 and reigniting discussions about its valuation. Analysts see a potential upside to $121, but the market weighs risks from cyber claims and social inflation.

Feb 2, 2026

Business

Mooreast Holdings' Slumping Returns on Capital Raise Investor Concerns

An analysis of Mooreast Holdings' financial metrics reveals a worrying trend of declining returns on capital employed, despite growth in its asset base. The company's performance lags behind its own historical figures, prompting a closer look from the market.

Jan 31, 2026

Business

Keong Hong Holdings Sees Capital Efficiency Surge Amid Strategic Shift

Singapore-listed construction firm Keong Hong Holdings reports a significant 42% rise in returns on capital employed over five years, signaling improved operational efficiency even as its asset base shrinks.

Jan 30, 2026

Business

Enact Holdings Beats Profit Forecasts, Fuels Optimism with Strong Credit and Capital Return Plan

Mortgage insurer Enact Holdings (ACT) reported solid fourth-quarter results, surpassing earnings expectations and outlining a significant shareholder return program, as disciplined expense management and resilient credit metrics bolster confidence.

Feb 4, 2026

Business

Olaplex Holdings Faces Investor Scrutiny as Capital Efficiency Declines

The haircare brand's falling return on capital employed signals potential challenges ahead, lagging far behind industry benchmarks and raising questions about its growth strategy.

Feb 4, 2026

World

Sudanese Army Breaks RSF Siege on Key Kordofan Capital, Claims Strategic Victory

Sudanese armed forces announce they have broken a lengthy paramilitary siege on Kadugli, the regional capital of South Kordofan, in what they describe as a decisive battle to reopen a vital supply corridor, though the humanitarian crisis in the region remains dire.

Feb 3, 2026

Business

AXIS Capital Beats Q4 Estimates, But Analysts Probe Sustainability of Growth

AXIS Capital Holdings Ltd. (AXS) reported stronger-than-expected Q4 results, fueled by its insurance segment and new specialty lines. While management touted operational improvements, analysts on the earnings call zeroed in on the durability of underwriting profits and the challenges of a competitive market.

Feb 4, 2026

Business

Emico Holdings Berhad's Steady Returns Fail to Ignite Investor Enthusiasm

While Emico Holdings Berhad (KLSE:EMICO) maintains a respectable return on capital employed, its stagnant growth trajectory and significant share price decline over five years paint a complex picture for potential investors.

Feb 4, 2026

Business

Post Holdings: A Deep-Value Play in Consumer Staples as Cash Flow Inflection Nears

Amid market skepticism toward mid-cap consumer staples, Post Holdings (POST) presents a compelling contrarian case. With shares trading near historical valuation lows and a management team renowned for shrewd capital allocation, analysts point to a looming free cash flow surge and aggressive buybacks as potential catalysts for a significant rerating.

Feb 4, 2026

Business

Beshom Holdings Berhad's Slumping Returns Raise Investor Eyebrows

A sustained decline in capital efficiency at Beshom Holdings Berhad (KLSE:BESHOM) signals potential trouble for the consumer retailing group, as its returns lag far behind industry peers and shareholder wealth erodes.

Feb 4, 2026

Business

Jim Cramer Flags Rithm Capital as 'Too Risky,' Citing Opaque Asset Portfolio

CNBC's Jim Cramer warned investors to steer clear of Rithm Capital Corp. (RITM), labeling the mortgage-focused REIT as overly speculative due to what he described as a lack of transparency around its underlying holdings.

Feb 3, 2026

Business

Dancomech Holdings Berhad Sees ROCE Growth Stagnate Despite Solid Fundamentals

While Dancomech Holdings Berhad (KLSE:DANCO) maintains a respectable 12% return on capital employed—outpacing its industry—its ROCE has shown no growth over five years despite significant capital investment. This stability raises questions about future compounding potential for investors.

Feb 3, 2026

Business

Curreen Capital's 'Crazy Cheap' Bet on Fortrea Pays Off as Fund Posts Strong 2025 Gains

Investment firm Curreen Capital, known for targeting undervalued 'ugly duckling' companies, highlighted contract research organization Fortrea Holdings as a prime example of its strategy in its latest investor letter. The firm reported a 30.97% return for 2025.

Feb 2, 2026

Business

Capri Holdings Navigates Luxury Slowdown: Revenue Dips as Debt Plummets, Jimmy Choo Shines

Despite a modest decline in quarterly sales, Capri Holdings, parent of Michael Kors and Jimmy Choo, posted stronger-than-expected earnings and dramatically slashed its net debt by over $1 billion, signaling a strategic pivot towards financial resilience amid a challenging luxury market.

Feb 4, 2026