Wells Fargo says a new era of bank consolidation is here. Analyst Mike Mayo sees pent-up demand, a push for scale, and a generational shift in regulation driving more deals—and faster approvals. He speaks on "Bloomberg Open Interest." (Source: Bloomberg)
Wells Fargo says a new era of bank consolidation is here. Analyst Mike Mayo sees pent-up demand, a push for scale, and a generational shift in regulation driving more deals—and faster approvals. He speaks on "Bloomberg Open Interest." (Source: Bloomberg)
Image source: The Motley Fool. Tuesday, October 29, 2024 at 5 p.m. ET Call participants Chief Executive Officer — Javier Rodriguez Chief Financial Officer — Joel Ackerman Takeaways Adjusted Operating Income -- $535 million for the quarter, consistent with management expectations. -- $535 million for the quarter, consistent with management expectations. Adjusted Earnings Per Share (EPS) -- $2.59 re...
Image source: The Motley Fool. Tuesday, October 29, 2024 at 5 p.m. ET Call participants Chief Executive Officer — Javier Rodriguez Chief Financial Officer — Joel Ackerman Takeaways Adjusted Operating Income -- $535 million for the quarter, consistent with management expectations. -- $535 million for the quarter, consistent with management expectations. Adjusted Earnings Per Share (EPS) -- $2.59 reported for the period. -- $2.59 reported for the period. Free Cash Flow -- $555 million generated during the quarter. -- $555 million generated during the quarter. Treatment Volume -- Daily volume was flat quarter over quarter; admissions remained healthy, but volume was offset by elevated mortality and higher mistreatment rates primarily from inclement weather. -- Daily volume was flat quarter over quarter; admissions remained healthy, but volume was offset by elevated mortality and higher mistreatment rates primarily from inclement weather. Revenue Per Treatment (RPT) -- Increased by more than $4 sequentially, with expected full-year growth forecast at 3.5%-4%. -- Increased by more than $4 sequentially, with expected full-year growth forecast at 3.5%-4%. Patient Care Cost Per Treatment -- Rose by $2 sequentially due to continued labor cost pressure and higher medical benefits expense. -- Rose by $2 sequentially due to continued labor cost pressure and higher medical benefits expense. General and Administrative (G&A) Costs -- Rose by $19 million quarter over quarter, attributed to IT investments, wage growth, and reimbursement operations investment. -- Rose by $19 million quarter over quarter, attributed to IT investments, wage growth, and reimbursement operations investment. Depreciation and Amortization -- Increased by $11 million sequentially, linked to higher center closure costs. -- Increased by $11 million sequentially, linked to higher center closure costs. Integrated Kidney Care (IKC) Segment -- Adjusted operating results increased by $32 million sequentially due t...
Fulton County in Georgia is demanding the return of 2020 ballots and voting records seized by FBI agents in connection with President Donald Trump ’s unsubstantiated claims that the election was mired by fraud that led to his defeat. The county said it filed the lawsuit Wednesday in Atlanta federal court, escalating a legal fight the administration is waging to secure local voting data from a pres...
Fulton County in Georgia is demanding the return of 2020 ballots and voting records seized by FBI agents in connection with President Donald Trump ’s unsubstantiated claims that the election was mired by fraud that led to his defeat. The county said it filed the lawsuit Wednesday in Atlanta federal court, escalating a legal fight the administration is waging to secure local voting data from a presidential election Joe Biden won, in part by beating Trump in Georgia. The government already sued Fulton County and two dozen states that refused to hand over election records. The lawsuit, filed under seal, was not yet available on the public docket. “This morning’s filing could not have come fast enough; justice delayed is justice denied,” Commissioner Marvin Arrington said of the complaint. “The people of Fulton County deserve justice now, and that’s why I pushed so hard to get this motion filed as soon as possible.” Fulton County is requesting the immediate return of all election materials seized by the FBI, and asking a judge to stop the government from searching the materials while the motion is pending, according to a statement from Arrington. The Justice Department didn’t immediately respond to a request for comment on the suit. Federal Bureau of Investigation agents raided the elections center near Atlanta on Jan. 28. The US Justice Department said it had secured a grand jury subpoena to seize the records as part of a criminal investigation. Read More: Trump Quest for Voter Data Spurs Lawsuits, a Raid and Jail Risk Among those taking part in the FBI raid was Tulsi Gabbard , the director of national intelligence. The Trump administration defended her presence, claiming she is working with other agencies to protect the security and integrity of US elections. Democrats from the House and Senate Intelligence Committees expressed concern, and demanded Gabbard explain herself before lawmakers. Since then, Trump has encouraged congressional Republicans to federalize votin...
Andrii Baidak/iStock via Getty Images CAE Inc. ( CAE , CAE:CA ), the global leader in flight training and simulation, reached my base case price target of $32.30 indicative of an 18% gain. The stock even advanced to as much as $34.24 before sentiment sourced, and the stock is now trading 10% lower and below my base case price target outlined in my prior report . That provides a good moment to see ...
Andrii Baidak/iStock via Getty Images CAE Inc. ( CAE , CAE:CA ), the global leader in flight training and simulation, reached my base case price target of $32.30 indicative of an 18% gain. The stock even advanced to as much as $34.24 before sentiment sourced, and the stock is now trading 10% lower and below my base case price target outlined in my prior report . That provides a good moment to see whether, the current stock price provides a compelling re-entry point. We also pay special attention to the rift between the US and Canada, which seems to have contributed to the recent underperformance of CAE. President Trump's Threats Set CAE Stock Lower Data by YCharts If we look at the five-day chart for CAE, we note that the stock has lost 8.7%. Some softness in the share price could already be expected for the simple reason that CAE’s stock price reached what, I believe, was the fundamentally supported price target for 2026 and for investors that are wary of pulling 2027 earnings into the price target that would be a reason to take profit. So, there was a somewhat valid reason for some downward pressure on the stock price. However, in the chart we see that another Canadian company also lost substantially and that is Bombardier ( BDRAF ). On the 30 th of January, both Bombardier and CAE lost ground. The reason was a threat from President Trump to decertify Bombardier aircraft and “ have Canada pay a 50% tariff ”. This decertification doesn’t center on any safety issue with Bombardier airplanes, but centers on a certification of Gulfstream jets manufactured by General Dynamics ( GD ) taking too long for, in the view of President Trump. Gulfstream You can view it any way you want. Perhaps Canada is stalling the certification, but it is also the case that the G700 and G800 models have received a 3-year waiver for verification and validation for fuel-icing certification from the FAA. Transport Canada Civil Aviation is not obliged to follow that FAA waiver blindly and has a...
Nigel Farage has been accused of making a “non-apology” by a school contemporary who accused him of racist and antisemitic behaviour, after saying he was “sorry” if he had “genuinely” hurt anyone. For the first time since the row broke after a Guardian investigation, the Reform UK party leader appeared to indicate some remorse for the impact of his alleged behaviour while at Dulwich college, a pri...
Nigel Farage has been accused of making a “non-apology” by a school contemporary who accused him of racist and antisemitic behaviour, after saying he was “sorry” if he had “genuinely” hurt anyone. For the first time since the row broke after a Guardian investigation, the Reform UK party leader appeared to indicate some remorse for the impact of his alleged behaviour while at Dulwich college, a private school in south London. “I think there are two people who said they were hurt, and if they genuinely were, then that’s a pity, and I’m sorry,” Farage said in an interview with the BBC. “But never, ever did I intend to hurt anybody. Never have.” The comments were made in an interview with the presenter Laura Kuenssberg for a documentary about the rise of his party, which is leading in the opinion polls. In a series of stories in recent months, the Guardian has reported the testimonies of 34 school contemporaries who say they witnessed or were subject to Farage’s alleged racist or antisemitic behaviour. View image in fullscreen Peter Ettedgui, a film-maker, spoke of Farage’s ‘profoundly offensive conduct’ at school. Photograph: Amanda Edwards/Getty Images for Film Independent Among the alleged victims was the Emmy and Bafta-winning film-maker Peter Ettedgui, who alleged that Farage would regularly taunt him with antisemitic comments, including that “Hitler was right”. In response to Farage’s latest comments, Ettedgui said the Reform leader needed to explain why his initial response had been to outright deny the detailed claims of a large cohort of people. He said: “Thirty-four people have given our first-hand accounts of Nigel Farage’s abusive behaviour at Dulwich college, including students who either suffered or witnessed it, as well as teachers. “Every single one of us vividly recalls Farage’s racist, xenophobic and antisemitic bullying, as well as his vocal admiration for fascist leaders from Hitler to Mosley. “This profoundly offensive conduct continued unabated thr...
Key Stats for AMD Stock Past-Week Performance: -9% -9% 52-Week Range: $76 to $267 $76 to $267 Valuation Model Target Price: $478 $478 Implied Upside: 97% over 2.9 years Before reacting to AMD stock’s Q1 revenue dip, check whether the current share price already reflects delayed AI server ramps using TIKR’s Valuation Model for free → What Happened to AMD Stock? Advanced Micro Devices (AMD) fell abo...
Key Stats for AMD Stock Past-Week Performance: -9% -9% 52-Week Range: $76 to $267 $76 to $267 Valuation Model Target Price: $478 $478 Implied Upside: 97% over 2.9 years Before reacting to AMD stock’s Q1 revenue dip, check whether the current share price already reflects delayed AI server ramps using TIKR’s Valuation Model for free → What Happened to AMD Stock? Advanced Micro Devices (AMD) fell about 7% in premarket trading late last week, as the company issued a weaker first-quarter revenue forecast despite solid full-year 2025 performance. Specifically, late on February 3, 2026, AMD forecast first-quarter revenue between about $9.5 billion and $10.1 billion, compared with $10.27 billion in Q4. CEO Lisa Su reiterated that next-generation AI server demand, including shipments to OpenAI, should accelerate in the second half, with memory supply not limiting production. However, the market appeared to focus on near-term AI momentum and revenue quality, given China-licensed AI chip sales that contributed $390 million in Q4. Reuters even noted that excluding those China-bound shipments, AMD’s data center segment would have missed Q4 estimates, reinforcing concerns around customer concentration. AMD’s late January trading occurred alongside the release of full-year 2025 results showing record revenue of $34.6 billion and sustained margin expansion across both GAAP and non-GAAP measures. Fourth-quarter revenue reached $10.3 billion, with non-GAAP operating margin rising to 28%, reflecting continued strength in data center CPUs and accelerating AI platform adoption. Management also disclosed that approximately $390 million of fourth-quarter data center revenue came from China-bound MI308 shipments approved under a U.S. export license. For the first quarter of 2026, AMD guided revenue to a range of $9.5 billion to $10.1 billion which implies a modest sequential decline but continued year-over-year growth above 30%. AMD Guided Valuation Model (TIKR) China-licensed AI chip sale...
Voice AI company ElevenLabs said today it raised $500 million in a new funding round led by Sequoia Capital, which was an investor in the startup’s last secondary round through a tender. Sequoia partner Andrew Reed is joining the company’s board. The startup is now valued at $11 billion, more than three times its valuation in its last round in January 2025. Earlier in the year, the Financial Times...
Voice AI company ElevenLabs said today it raised $500 million in a new funding round led by Sequoia Capital, which was an investor in the startup’s last secondary round through a tender. Sequoia partner Andrew Reed is joining the company’s board. The startup is now valued at $11 billion, more than three times its valuation in its last round in January 2025. Earlier in the year, the Financial Times reported that the startup was looking to raise at that valuation. The company said that existing investor a16z quadrupled its investment amount, and ICONIQ, which led the last round, tripled it. Some prior investors, like BroadLight, NFDG, Valor Capital, AMP Coalition, and Smash Capital, also joined the round. New investors for the funding included Lightspeed Venture Partners, Evantic Capital, BOND. ElevenLabs said that it will disclose some investors later in February, which might be strategic partners. The company has raised over $781 million to date. It said that it will use the funding for research and product development, along with expansion in international markets like India, Japan, Singapore, Brazil, and Mexico. The company’s co-founder, Mati Staniszewski, indicated that ElevenLabs might work on agents beyond voice and incorporate video. In January, the company announced a partnership with LTX to produce audio-to-video content. “The intersection of models and products is critical – and our team has proven, time and again, how to translate research into real-world experiences. This funding helps us go beyond voice alone to transform how we interact with technology altogether. We plan to expand our Creative offering – helping creators combine our best-in-class audio with video and Agents – enabling businesses to build agents that can talk, type, and take action,” he said in a statement. The company has seen good growth momentum as it closed the year at $330 million ARR. In an interview with Bloomberg earlier this year, Staniszewski said that it took ElevenLabs five ...
TheaDesign/iStock via Getty Images Introduction & Investment Thesis Robinhood Markets, Inc. ( HOOD ) is expected to announce its Q4 2025 and FY2025 financial results on 10 th February after market close. As investors and fintech enthusiasts eagerly wait for this update, the focus should be on whether or not the company will sustain its impressive momentum from previous quarters amid evolving marke...
TheaDesign/iStock via Getty Images Introduction & Investment Thesis Robinhood Markets, Inc. ( HOOD ) is expected to announce its Q4 2025 and FY2025 financial results on 10 th February after market close. As investors and fintech enthusiasts eagerly wait for this update, the focus should be on whether or not the company will sustain its impressive momentum from previous quarters amid evolving market conditions, regulatory landscape, and competitive pressure. The stock has gained more than 87% over the last year, beating the S&P 500 significantly, which testifies to the stock’s solid performance despite the weak momentum in recent months. This weak momentum could be due to concerns about its higher expenses in Q3 2025 and the Florida Attorney General probe . Seeking Alpha Despite these short-term headwinds, I find the company’s financial performance impressive, strong user engagements, and expansion to retirement accounts a sustainable long-term growth lever to sustain a bullish trajectory. For this reason, I expect a strong Q4 2025, which I believe will reignite a bullish trend. Consequently, I rate this stock a buy. Recapping Recent Performance: A Solid Momentum Over the last couple of years, HOOD has t ransitioned from a commission-free trading disruptor into a profitable, diversified fintech platform. I will pick from the Q3 2025 results to exemplify this. The quarter saw its total net revenue reach a record of $1.27 billion, up by about 100% YoY. Its transaction based revenue grew by about 129% YoY to approximately $730 million, fueled by cryptocurrencies (up by about 300%), options (up by 50%) among other drivers. Cumulatively, the total revenue came in at $1.3 billion, a growth of 100% YoY. This marked more than 10 quarters of double-digit revenue growth and the seventh successive quarter of more than 35% YoY revenue growth. To me, this is nothing short of strong and impressive revenue momentum. Stock Analysis Looking at the bottom line, the heat in the topline...
China criticized the European Union’s in-depth probe into subsidies for Chinese wind power companies, calling the move protectionist and vowing it would take action to protect the country’s interests. Beijing expressed “serious concern” and “strong dissatisfaction” with the investigation, saying it lacked sufficient evidence and overgeneralized the concept of “foreign subsidies.” The probe would u...
China criticized the European Union’s in-depth probe into subsidies for Chinese wind power companies, calling the move protectionist and vowing it would take action to protect the country’s interests. Beijing expressed “serious concern” and “strong dissatisfaction” with the investigation, saying it lacked sufficient evidence and overgeneralized the concept of “foreign subsidies.” The probe would undermine Chinese companies’ confidence in investing in Europe, the Ministry of Commerce said in statement on Wednesday. “China will closely monitor developments and take necessary measures to safeguard the legitimate rights of its companies,” the ministry said in the statement, urging the EU to immediately correct its approach. The European Commission said on Tuesday that handouts in the form of “grants, preferential tax measures, and preferential financing in the form of loans” could have bolstered the strength of China’s leading wind-turbine maker Goldwind Science & Technology Co. in Europe to the detriment of rivals in the market. Read More: Top Chinese Turbine Maker Goldwind Hit by EU Subsidy Probe The EU investigation follows earlier probes into other Chinese firms involved in clean energy and rail. Under the law, the EU has powers to vet subsidies that can impact European markets and can issue fines, suspend tenders or block takeovers by state-funded firms.
In early trading on Wednesday, shares of GE HealthCare Technologies topped the list of the day's best performing components of the Nasdaq 100 index, trading up 4.3%. Year to date, GE HealthCare Technologies registers a 0.2% gain. And the worst performing Nasdaq 100 component thus far on the day is Applovin, trading down 14.0%. Applovin is lower by about 41.1% looking at the year to date performanc...
In early trading on Wednesday, shares of GE HealthCare Technologies topped the list of the day's best performing components of the Nasdaq 100 index, trading up 4.3%. Year to date, GE HealthCare Technologies registers a 0.2% gain. And the worst performing Nasdaq 100 component thus far on the day is Applovin, trading down 14.0%. Applovin is lower by about 41.1% looking at the year to date performance. Two other components making moves today are Advanced Micro Devices, trading down 11.5%, and Amgen, trading up 3.4% on the day. VIDEO: Nasdaq 100 Movers: APP, GEHC The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Orbon Alija/iStock Unreleased via Getty Images Banco Santander ( SAN ) shares climbed 3% in Wednesday morning trading in the U.S. after posting better-than-expected Q4 earnings thanks to growth in net fee income and net interest income, as well as tighter expenses. In addition, the Spanish lender said it launched a new €5.03B ($5.94B) share buyback program, which will start execution from Wednesda...
Orbon Alija/iStock Unreleased via Getty Images Banco Santander ( SAN ) shares climbed 3% in Wednesday morning trading in the U.S. after posting better-than-expected Q4 earnings thanks to growth in net fee income and net interest income, as well as tighter expenses. In addition, the Spanish lender said it launched a new €5.03B ($5.94B) share buyback program, which will start execution from Wednesday. Of the total, €1.83B corresponds to an amount equal to about 25% of the company's underlying profit for the back half of 2025. The remainder of the program relates to an extraordinary share buyback of €3.2B, representing ~50% of the CET1 capital generated after the completion of the sale of 49% of Santander Bank Polska to Erste Group. Q4 underlying net interest income rose to € 10.8B from €10.4B in Q3, falling short of the €11.3B Visible Alpha consensus. Total underlying revenue of €15.2B, surpassing the €14.6B average analyst estimate, dipped from €15.5B in the prior quarter. Underlying operating expenses rose to € 6.59B from €6.27B in Q3. Net loan-loss provisions of €3.30B swelled from €2.93B in the previous quarter. Underlying attributable profit of € 3.76B, exceeding the €3.25B Visible Alpha estimate, climbed 7.4% sequentially, the bank said , marking a seventh straight quarterly record. Customer deposits of €1.04T at the end of Q4 vs. €1.03T at end-Q3 . Loans and advances to customers were €1.04T, up from €1.03T in Q3. Return on equity came in at 17.9% in Q4, up from 13.8% in Q3. More on Banco Santander Banco Santander, S.A. 2025 Q4 - Results - Earnings Call Presentation Banco Santander: I Am Cautious As The Long-Term Risk-Reward Proposition Is Not Great Banco Santander: Major Re-Rating Diminishes The Value Case (Downgrade) Banco Santander to acquire Webster Financial in ~$12.3B cash-and-stock deal Santander fined more than €40M over deficiencies in Openbank internal processes - report
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Robert Michael President and Chief Operating Officer — Jeffrey Stewart Chief Scientific Officer and Head of R&D — Roopal Thakkar Chief Financial Officer — Scott Reents Vice President, Investor Relations — Elizabeth Shea Takeaways Full-year adjusted EPS -- $10.00, $0.54 above the initial ...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Robert Michael President and Chief Operating Officer — Jeffrey Stewart Chief Scientific Officer and Head of R&D — Roopal Thakkar Chief Financial Officer — Scott Reents Vice President, Investor Relations — Elizabeth Shea Takeaways Full-year adjusted EPS -- $10.00, $0.54 above the initial guidance midpoint, with a $0.71 negative impact from acquired IPR&D expense. -- $10.00, $0.54 above the initial guidance midpoint, with a $0.71 negative impact from acquired IPR&D expense. Total net revenues -- $61.2 billion for the year, $2 billion above the initial guidance, delivering 8.6% growth and a new all-time high despite close to $16 billion in US HUMIRA erosion since LOE. -- $61.2 billion for the year, $2 billion above the initial guidance, delivering 8.6% growth and a new all-time high despite close to $16 billion in US HUMIRA erosion since LOE. Immunology sales (quarter) -- $8.6 billion in the quarter; SKYRIZI sales of $5 billion (31.9% operational growth) and RINVOQ sales nearing $2.4 billion (28.6% operational growth). -- $8.6 billion in the quarter; SKYRIZI sales of $5 billion (31.9% operational growth) and RINVOQ sales nearing $2.4 billion (28.6% operational growth). Full-year SKYRIZI and RINVOQ combined sales -- $25.9 billion, rising over $8 billion year over year and exceeding initial guidance. -- $25.9 billion, rising over $8 billion year over year and exceeding initial guidance. SKYRIZI market share (US psoriasis) -- Secured over 45% total prescription share, while frontline in-play patient capture rate in US IBD has reached 75% overall and 80% in Crohn's disease. -- Secured over 45% total prescription share, while frontline in-play patient capture rate in US IBD has reached 75% overall and 80% in Crohn's disease. RINVOQ market performance -- Achieved a mid-teen in-play patient share for RA in the US and robust mid-teens in-play share in Crohn's disease...
Earnings Call Insights: Cabot Corporation (CBT) Q1 2026 Management View CEO Sean Keohane emphasized continued disciplined execution "at a high level in a challenging economic environment," reporting adjusted earnings per share of $1.53 for the quarter. Reinforcement Materials EBIT declined by 22% year-over-year, largely due to lower volumes in the Americas and Asia Pacific. Performance Chemicals E...
Earnings Call Insights: Cabot Corporation (CBT) Q1 2026 Management View CEO Sean Keohane emphasized continued disciplined execution "at a high level in a challenging economic environment," reporting adjusted earnings per share of $1.53 for the quarter. Reinforcement Materials EBIT declined by 22% year-over-year, largely due to lower volumes in the Americas and Asia Pacific. Performance Chemicals EBIT rose by 7%, with strong momentum in the Battery Materials product line, which delivered 39% revenue growth compared to Q1 2025. Keohane highlighted a "multiyear agreement with PowerCo," describing it as an "exciting announcement" and a key milestone to further establish Cabot's position in the battery value chain. Keohane outlined aggressive cost management, stating, "In fiscal year 2025, we delivered $50 million of cost savings, and we expect to maintain these benefits in fiscal 2026." He detailed further targeted programs for fiscal 2026 to reduce costs by another $30 million, including procurement savings, headcount reductions, and technology-driven manufacturing efficiencies. Keohane confirmed that capital expenditures for the year are being cut by approximately $60 million at the midpoint compared to 2025, supporting robust free cash flow and enabling continued cash returns to shareholders through dividends and buybacks. He also noted plans to "rationalize carbon black capacity in the Americas and Europe to position us to operate more efficiently, enhance profitability and maintain flexibility." CFO Erica McLaughlin reported, "Adjusted EPS in the first quarter was $1.53. This performance was 13% below the same quarter last year, driven by lower EBIT in our Reinforcement Materials segment, partially offset by higher EBIT in our Performance Chemicals segment." She stated, "Cash flow from operations was strong at $126 million in the quarter... Discretionary free cash flow was $71 million." Outlook Keohane announced, "we are narrowing our adjusted earnings per share gu...
Earnings Call Insights: Enact Holdings, Inc. (ACT) Q4 2025 Management View President, CEO & Director Rohit Gupta highlighted, "Enact delivered a very strong finish to 2025 that reflected the disciplined execution of our strategy, robust credit performance and our commitment to shareholder value creation." Gupta reported full-year adjusted operating income of $688 million or $4.61 per diluted share...
Earnings Call Insights: Enact Holdings, Inc. (ACT) Q4 2025 Management View President, CEO & Director Rohit Gupta highlighted, "Enact delivered a very strong finish to 2025 that reflected the disciplined execution of our strategy, robust credit performance and our commitment to shareholder value creation." Gupta reported full-year adjusted operating income of $688 million or $4.61 per diluted share, with over $500 million capital returned to shareholders. He also pointed to record insurance in-force of $273 billion and emphasized the deployment of the Rate360 pricing engine, stating, "We continue to innovate our risk selection and pricing capabilities, leveraging advanced modeling and machine learning to deploy the latest version of our pricing engine, Rate360." Gupta indicated a focus on capital returns: "During the fourth quarter, we returned $157 million to shareholders through share repurchases and dividends. We remain committed to our capital allocation priorities, and we are pleased to announce our 2026 capital return expectations of approximately $500 million." Additionally, he announced a new share repurchase program, the largest in company history. Executive VP, CFO & Treasurer Hardin Mitchell stated, "Adjusted operating income was $179 million or $1.23 per diluted share compared to $1.09 per diluted share in the same period last year and $1.12 per diluted share in the third quarter of 2025. Adjusted operating return on equity was 13.5%." Mitchell also noted, "New insurance written was $14 billion for the fourth quarter, up 2% sequentially and up 8% year-over-year." Outlook Gupta affirmed, "We are pleased to announce our 2026 capital return expectations of approximately $500 million." Mitchell provided expense guidance: "For 2026, we anticipate an operating expense range of $215 million to $220 million, excluding any reorganization costs as we continue to prudently manage our expense base." Gupta commented on market expectations: "We can see an increase of a...
Looking at the universe of stocks we cover at Dividend Channel, on 2/6/26, Sunoco LP (Symbol: SUN), Energy Transfer LP (Symbol: ET), and Cheniere Energy Inc. (Symbol: LNG) will all trade ex-dividend for their respective upcoming dividends. Sunoco LP will pay its quarterly dividend of $0.9317 on 2/19/26, Energy Transfer LP will pay its quarterly dividend of $0.335 on 2/19/26, and Cheniere Energy In...
Looking at the universe of stocks we cover at Dividend Channel, on 2/6/26, Sunoco LP (Symbol: SUN), Energy Transfer LP (Symbol: ET), and Cheniere Energy Inc. (Symbol: LNG) will all trade ex-dividend for their respective upcoming dividends. Sunoco LP will pay its quarterly dividend of $0.9317 on 2/19/26, Energy Transfer LP will pay its quarterly dividend of $0.335 on 2/19/26, and Cheniere Energy Inc. will pay its quarterly dividend of $0.555 on 2/27/26. As a percentage of SUN's recent stock price of $57.67, this dividend works out to approximately 1.62%, so look for shares of Sunoco LP to trade 1.62% lower — all else being equal — when SUN shares open for trading on 2/6/26. Similarly, investors should look for ET to open 1.82% lower in price and for LNG to open 0.26% lower, all else being equal. Below are dividend history charts for SUN, ET, and LNG, showing historical dividends prior to the most recent ones declared. Sunoco LP (Symbol: SUN): Energy Transfer LP (Symbol: ET): Cheniere Energy Inc. (Symbol: LNG): In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 6.46% for Sunoco LP, 7.28% for Energy Transfer LP, and 1.05% for Cheniere Energy Inc.. In Wednesday trading, Sunoco LP shares are currently up about 1.3%, Energy Transfer LP shares are up about 1.5%, and Cheniere Energy Inc. shares are up about 1.5% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: NUS Videos Funds Holding TLMD BNL Stock Predictions The views and opinions expressed herein are the views and opinions of the author and do not necess...