Water Management

Business

Selective Insurance Posts Strong 2025, Eyes Further Margin Gains Amid Commercial Auto Challenges

Selective Insurance Group reported robust profitability and investment returns for 2025, driven by disciplined underwriting actions. While celebrating an 18% book value growth, management detailed significant reserve strengthening in commercial auto and outlined a confident outlook for 2026, the year of its centennial.

Jan 30, 2026

Business

Financial Institutions Caps 'Strong' 2025 with Robust Earnings, Eyes Growth from Micron-Led Upstate NY Boom

Financial Institutions (FISI) reported solid Q4 and full-year 2025 results, beating guidance on key profitability metrics. Management highlighted disciplined loan growth, a strengthened capital position, and strategic shifts, while pointing to long-term opportunities from major industrial investments in its Upstate New York footprint.

Jan 30, 2026

Business

The Bancorp Charts Aggressive Fintech Growth Path, Unveils Upbeat Profit Outlook Through 2027

The Bancorp (TBBK) capped off fiscal 2025 with robust earnings, driven by surging fintech payments and improved credit quality. Management outlined a bullish multi-year forecast, projecting significant profit growth anchored by three core digital initiatives and sustained capital returns to shareholders.

Jan 30, 2026

Business

United Rentals Caps Record 2025, Eyes Another Year of Growth Fueled by Mega-Projects

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.

Jan 30, 2026

Business

Algoma Steel's $250M Defense Deal: A Watershed Moment or Distant Prospect for Investors?

Algoma Steel Group's binding agreement with Hanwha Ocean for Canada's submarine project could funnel up to $250 million into a new beam mill, bolstering national defense capacity. While promising, analysts urge investors to weigh this long-term potential against the company's immediate financial and operational challenges.

Jan 30, 2026

Business

Equity Lifestyle Properties Posts Steady 2025 Growth, Eyes Continued Expansion in 2026 Amid RV Segment Volatility

Equity Lifestyle Properties (ELS) reported solid 2025 results with NOI and FFO growth, driven by its core manufactured housing communities. While forecasting further growth for 2026, management acknowledged ongoing fluctuations in its seasonal RV business and provided detailed guidance.

Jan 30, 2026

Business

A. O. Smith Stock Surge Puts Valuation in Focus: Is There Still Room to Run?

Shares of water heater and boiler manufacturer A. O. Smith have gained significant momentum, closing recently at $73.17. This rally has analysts and investors re-examining the company's fundamentals to determine if the stock remains undervalued or if the market has already priced in its growth prospects.

Jan 30, 2026

Business

CNX Resources Charts Steady Course Through 2026, Eyes Long-Term Demand Over Short-Term Price Spikes

In its Q4 2025 earnings call, CNX Resources outlined a disciplined capital strategy for 2026, emphasizing operational resilience amid severe weather and providing updates on its deep Utica shale program, RNG initiatives, and hedging posture. Management signaled a focus on long-term infrastructure catalysts rather than chasing volatile spot gas prices.

Jan 30, 2026

Business

Cullen/Frost Bankers Posts Strong Q2 Earnings, Driven by Texas Expansion and Loan Growth

The Texas-based financial institution reported a year-over-year increase in profits, deposits, and loans for the second quarter of 2025. While management highlighted the success of its organic branch expansion strategy, it also acknowledged intensifying competitive pressures in key lending markets.

Jan 30, 2026

Business

Cullen/Frost Bankers Beats Expectations in Q4 2025, Eyes Growth Amid Rate Uncertainty

Cullen/Frost Bankers Inc. reports strong quarterly earnings, driven by disciplined credit management and strategic expansion, while outlining a cautious yet opportunistic outlook for 2026 in a shifting rate environment.

Jan 30, 2026

Business

Gallagher Caps Strong 2025 with Record Growth, Eyes $10 Billion War Chest for Deals

Arthur J. Gallagher & Co. reported robust fourth-quarter results, driven by a potent mix of organic expansion and strategic acquisitions like AssuredPartners. Management projects sustained mid-single-digit growth for 2026, backed by a significant capital reserve for further mergers and acquisitions.

Jan 30, 2026

Business

Trump Media's Truth Social Funds to Acquire 'God Bless America' ETF in Rare Industry Move

In an unusual acquisition within the ETF space, the investment arm behind former President Donald Trump's social media platform is set to purchase the conservative-themed 'God Bless America' ETF, significantly expanding its asset base and adding active management to its lineup.

Feb 2, 2026

Business

A $21 Million Vote of Confidence: Major Fund Bets on Moelis & Company Amid M&A Lull

Capital Management Corp's significant stake increase in investment bank Moelis & Company is being viewed by market observers as a strategic wager on a potential rebound in mergers and acquisitions activity.

Feb 2, 2026

Business

Robocap Exits Entire NICE Stake Amid AI Pivot and Prolonged Underperformance

London-based investment firm Robocap Asset Management has liquidated its entire $5.1 million position in NICE Ltd., as the cloud software company navigates a challenging strategic shift to AI-centric solutions against a backdrop of significant stock decline.

Feb 2, 2026

Business

Monument Capital Sells Off Entire $4.2M Stake in Grand Canyon Education

Investment firm Monument Capital Management has completely exited its position in Grand Canyon Education, selling 19,133 shares. The move comes as the education services provider navigates legal challenges and market underperformance.

Feb 2, 2026

Business

Twist Bioscience Posts 12th Straight Quarter of Growth, Fueled by AI-Driven Biotech Demand

Synthetic biology leader Twist Bioscience reported strong Q1 FY2026 results, with revenue climbing 17% year-over-year to $103.7 million. Management highlighted accelerating demand from AI-powered drug discovery and reiterated its path to adjusted EBITDA breakeven by Q4 FY2026.

Feb 2, 2026

Business

Major Fund Trims Stake in Nexstar Media After 41% Surge, Signaling Strategic Portfolio Rebalance

Capital Management Corp sold $5.8 million worth of Nexstar Media Group shares, reducing its position in the broadcaster after a year of strong outperformance. The move highlights investor balancing acts amid cyclical advertising headwinds and long-term election cycle potential.

Feb 2, 2026

Business

Artemis Makes Bold $104 Million Bet on Steel Recycler Commercial Metals

Investment firm Artemis Investment Management has established a significant new position in Commercial Metals Company, a leading steel producer and recycler, signaling confidence in the firm's strategic direction and growth prospects despite a recent share price surge.

Feb 2, 2026

Business

Tenet Reclaims Full Control of Conifer as CommonSpirit Exits Stake, Eyes AI Expansion

Tenet Healthcare has regained complete ownership of its revenue cycle management subsidiary Conifer, buying out CommonSpirit Health's minority stake in a deal valued at nearly $2.7 billion. The move signals Tenet's renewed commitment to the business and plans for significant AI investment.

Feb 2, 2026

Business

Hedge Fund AIGH Capital Exits Entire MaxLinear Stake in $17.8 Million Sale

AIGH Capital Management has liquidated its entire position in semiconductor firm MaxLinear, a move that coincides with the chipmaker's recent strong quarterly earnings report, raising questions about the fund's strategy.

Feb 2, 2026