Stewart Cohen CoStar Group ( CSGP ) rose 5.4% in premarket after activist hedge fund Third Point unveiled plans to start a campaign to push for new directors and restructure operations. Third Point is preparing to nominate several directors to CoStar's eight-person board, according to a letter the activist sent to the board on Tuesday. Third Point, which is headed by Dan Loeb, wants the real estat...
Stewart Cohen CoStar Group ( CSGP ) rose 5.4% in premarket after activist hedge fund Third Point unveiled plans to start a campaign to push for new directors and restructure operations. Third Point is preparing to nominate several directors to CoStar's eight-person board, according to a letter the activist sent to the board on Tuesday. Third Point, which is headed by Dan Loeb, wants the real estate data company to focus on its commercial business and shut down or sell its residential operation, according to the letter. The reconstituted board should immediately consider strategic alternatives for Homes.com and related RRE businesses. "CoStar stands at a critical inflection point," Loeb wrote in the letter. "Years of strategic blunders, uncontrolled spending, and board inaction have eroded shareholder trust. Immediate, decisive action is required to halt further value destruction and rebuild investor confidence. We look forward to engaging with our fellow long-term shareholders to save CoStar." The letter comes just hours after a standstill agreement, which was signed last year by Third Point, expired at midnight. CoStar didn't immediately respond to Seeking Alpha's email request for comment. News of the activist campaign was earlier reported by Reuters. More on CoStar Group CoStar Group, Inc. (CSGP) Presents at Stephens Annual Investment Conference 2025 Transcript CoStar Group: Valuation Not Doing Justice To The Improving Fundamentals CoStar: SG&A Spend Isn't Delivering Enough Growth (Rating Downgrade) CoStar sees ~18% Y/Y growth in FY26 revenue CoStar Group issues 2026 financial guidance, announces new $1.5B stock buyback program
DenisTangneyJr/iStock Unreleased via Getty Images Yale University will expand financial aid to reach more middle-class families, allowing students from households earning up to $200,000 a year to attend without paying tuition starting in fall 2026, The Wall Street Journal reported Tuesday. Families earning up to $100,000 will face no costs at all. Tuition at Yale currently runs $72,500, with total...
DenisTangneyJr/iStock Unreleased via Getty Images Yale University will expand financial aid to reach more middle-class families, allowing students from households earning up to $200,000 a year to attend without paying tuition starting in fall 2026, The Wall Street Journal reported Tuesday. Families earning up to $100,000 will face no costs at all. Tuition at Yale currently runs $72,500, with total annual costs approaching $98,000 when housing, fees and books are included. The move places Yale alongside a small group of elite universities, including Harvard and MIT, that have extended free tuition to six-figure households. The university said the change builds on earlier efforts that significantly increased enrollment from lower-income families. Today, more than half of Yale’s undergraduates receive some form of financial aid, and over 1,000 students attend at no cost. Yale’s endowment stands at about $44 billion after growing 11% last year. Yale cautioned that eligibility depends on what it considers typical family assets, meaning households with substantial wealth may receive reduced aid even if income falls within the thresholds. The expansion comes as elite universities face rising scrutiny over affordability and value, amid concerns about student debt and political criticism of higher education. In recent years, several peer institutions have rolled out similar aid policies to make costs clearer and broaden access for families caught between traditional need-based aid and full tuition, the Journal reported. More news and analysis Medical Properties Trust: Why Short Interest Eased Substantially Before Q4 Earnings CAVA: Sell This Rebound Ahead Of Q4 Earnings (Downgrade) Builders FirstSource: Not Worth Shorting, Not Worth Getting Excited About Either JetBlue sinks further into the red on lower capacity, higher operating costs Applied Industrial Technologies raises dividend by 10.9% to $0.51
Europe’s top markets regulator said she is trying to ease the cost and effort required for hedge funds and private credit firms to comply with new rules which will require them to hand over more data to authorities. “We can reduce the complexity and reporting burden and cost that is currently in the system,” Verena Ross , the chair of the European Securities and Markets Authority , said in an inte...
Europe’s top markets regulator said she is trying to ease the cost and effort required for hedge funds and private credit firms to comply with new rules which will require them to hand over more data to authorities. “We can reduce the complexity and reporting burden and cost that is currently in the system,” Verena Ross , the chair of the European Securities and Markets Authority , said in an interview. The watchdog will make proposals in April on how to simplify reporting, notably via better coordination between authorities, she said. European regulators want a clearer picture of potential financial risks outside of traditional banking as private credit and other such firms rapidly expand. Yet critics say a related update to investment fund regulation will be costly and may overwhelm authorities with a flood of data, rather than showing them where risks lie. Read More: Private Credit’s Valued Privacy Set to Be Eroded by New EU Rules Ross said there are currently more than 100 different reporting templates and requirements across Europe’s public sector for funds in general. “Clearly we need to simplify that and have common data that we can all use and which comes together in one place,” she said. ESMA is working to hammer out revisions to a rulebook — known as AIFMD — that has been in force for more than a decade. That is however increasingly at odds with a more recent drive by European leaders to simplify regulations and improve the bloc’s ability to compete, Jiri Krol , the deputy chief executive officer of the Alternative Investment Management Association , told Bloomberg. The European Union in 2024 agreed on a package of rules for asset managers that especially targeted direct lenders. As a result, ESMA is drafting standards including for the disclosures on liquidity, leverage and holdings of funds such as those of private credit shops. “A more focused reporting model would give regulators better insight into areas of potential systemic risk without requiring fu...
Enterprise Financial Services ( EFSC ) declares $0.33/share quarterly dividend , 3.1% increase from prior dividend of $0.32. Forward yield 2.36% Payable March 31; for shareholders of record March 13; ex-div March 13. See EFSC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Enterprise Financial Services Seeking Alpha’s Quant Rating on Enterprise Financial Services Historical earnings da...
Enterprise Financial Services ( EFSC ) declares $0.33/share quarterly dividend , 3.1% increase from prior dividend of $0.32. Forward yield 2.36% Payable March 31; for shareholders of record March 13; ex-div March 13. See EFSC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Enterprise Financial Services Seeking Alpha’s Quant Rating on Enterprise Financial Services Historical earnings data for Enterprise Financial Services Dividend scorecard for Enterprise Financial Services Financial information for Enterprise Financial Services
Image source: The Motley Fool. Jan. 27, 2026 at 8 a.m. ET Call participants Chairman and Chief Executive Officer — Michael D. Hsu Group President, Kimberly-Clark North America — Russell Torres Chief Financial Officer — Nelson Urdaneta Vice President, Investor Relations — Christopher Jakubik Takeaways Volume plus mix growth -- Up 1.7% in Q4, marking the eighth consecutive quarter of positive perfor...
Image source: The Motley Fool. Jan. 27, 2026 at 8 a.m. ET Call participants Chairman and Chief Executive Officer — Michael D. Hsu Group President, Kimberly-Clark North America — Russell Torres Chief Financial Officer — Nelson Urdaneta Vice President, Investor Relations — Christopher Jakubik Takeaways Volume plus mix growth -- Up 1.7% in Q4, marking the eighth consecutive quarter of positive performance, with a two-year stack showing 3.6% growth. -- Up 1.7% in Q4, marking the eighth consecutive quarter of positive performance, with a two-year stack showing 3.6% growth. North America volume plus mix -- Increased 2.1% in Q4; on a two-year stack, growth reached 4.1%. -- Increased 2.1% in Q4; on a two-year stack, growth reached 4.1%. Diapers market share -- North America diaper share grew approximately 100 basis points in Q4; share gains also realized two years in a row in the region. -- North America diaper share grew approximately 100 basis points in Q4; share gains also realized two years in a row in the region. International diapers share gains -- Q4 share increases included China up 210 basis points, Korea up 30 basis points, Brazil up 50 basis points, and Indonesia up 230 basis points. -- Q4 share increases included China up 210 basis points, Korea up 30 basis points, Brazil up 50 basis points, and Indonesia up 230 basis points. Weighted global category growth -- For the full year, weighted global average category growth was approximately 2% with the latest four weeks’ data also near this level. -- For the full year, weighted global average category growth was approximately 2% with the latest four weeks’ data also near this level. Q4 category growth dip -- In Q4, global weighted average category growth fell to 0.6%, attributed in part to discrete events such as hurricane Helene, port strikes, and channel-specific pantry loading. -- In Q4, global weighted average category growth fell to 0.6%, attributed in part to discrete events such as hurricane Helene, port strik...
The Good Brigade | Digitalvision | Getty Images President Donald Trump last week took exception to a proposal backed by one of his economic advisors to let Americans tap their 401(k) savings for home downpayments — an idea that many financial advisors also oppose. "I'm not a huge fan. Other people like it," Trump told reporters on Thursday aboard Air Force One en route to Washington from Davos, Sw...
The Good Brigade | Digitalvision | Getty Images President Donald Trump last week took exception to a proposal backed by one of his economic advisors to let Americans tap their 401(k) savings for home downpayments — an idea that many financial advisors also oppose. "I'm not a huge fan. Other people like it," Trump told reporters on Thursday aboard Air Force One en route to Washington from Davos, Switzerland, where he had attended the World Economic Forum's annual meeting. Kevin Hassett, director of the National Economic Council, told Fox Business on Jan. 16 that the president would unveil such an initiative while in Davos. Trump added, "One of the reasons I don't like it is that their 401(k)s are doing so well." The average 401(k) balance jumped 9% in the third quarter to $144,400 from the same time a year earlier, according to Fidelity Investments. The amount marks an all-time high. More from Financial Advisor Playbook: Here's a look at other stories affecting the financial advisor business. In an affordability crunch, Gen Z adults lean on their parents for financial help Penalty-free withdrawals from 401(k)s can now pay for long-term care insurance Tax changes Social Security beneficiaries may see based on new laws 53% of investors with a required withdrawal for 2025 still haven't taken it: Fidelity The first step workers should take after a layoff, as job losses soar Politics is now the No. 1 money worry, financial planners say How to maximize Trump's bigger SALT deduction limit for 2025 Use FSA money before it expires. Many 'aren't aware that they have a deadline': Expert How Trump's 'big beautiful bill' could affect your Giving Tuesday tax break Cash can feel safe, 'but it doesn't grow your wealth,' portfolio strategist says Among 126.9 million private-sector workers, 72% have access to a retirement plan at work , according to the Bureau of Labor Statistics. Overall, 53% of all workers participate in a plan. There are already ways for people to tap their 401(k) ...
Spain’s socialist-led coalition government has approved a decree it said would regularise 500,000 undocumented migrants and asylum seekers, rejecting the anti-migration policies and rhetoric prevalent across much of Europe. The decree, expected to come into effect in April, will apply to hundreds of thousands of asylum seekers and people in Spain with irregular status. To qualify for regularisatio...
Spain’s socialist-led coalition government has approved a decree it said would regularise 500,000 undocumented migrants and asylum seekers, rejecting the anti-migration policies and rhetoric prevalent across much of Europe. The decree, expected to come into effect in April, will apply to hundreds of thousands of asylum seekers and people in Spain with irregular status. To qualify for regularisation, applicants will have to prove they do not have a criminal record and had lived in Spain for at least five months – or had sought international protection – before 31 December 2025. Announcing the decision after Tuesday’s weekly cabinet meeting, Elma Saiz, Spain’s minister for inclusion, social security and migration, said it was a “historic day”, adding the initiative was designed to “break the bureaucratic barriers of the past”. Saiz said the programme, which is being brought in by royal decree, meaning it does not require parliamentary approval, would benefit Spain as a whole. “We’re reinforcing a migratory model based on human rights, on integration and on coexistence that’s compatible with both economic growth and social cohesion,” she said. The decree followed pressure from the socialists’ former allies in the leftwing Podemos party, which has a fraught relationship with the government. “We reached a deal with the [socialist party] for the extraordinary regularisation of undocumented people,” Podemos’s leader, Ione Belarra, wrote on social media on Tuesday morning. “No one else has to work without rights … Today and always, yes we can!” View image in fullscreen The ageing population is one of the reason that migrants have been welcomed in Spain. 2 Photograph: Pablo Garcia/The Guardian In recent years, Spain has become a European outlier on migration. Addressing parliament in October 2024, the prime minister, Pedro Sánchez, said the country was at a demographic crossroads and needed migration to grow its economy and sustain its welfare state. “Throughout history, mig...
Key Points Quantum computing promises to take artificial intelligence to yet another new level. Although a handful of pure plays in the space are now commercialized while bigger players aren’t, that’s not going to be the case forever. Sometimes an idea is compelling enough on its own, even without knowing when and how much it will pay off. 10 stocks we like better than Microsoft › In the same way ...
Key Points Quantum computing promises to take artificial intelligence to yet another new level. Although a handful of pure plays in the space are now commercialized while bigger players aren’t, that’s not going to be the case forever. Sometimes an idea is compelling enough on its own, even without knowing when and how much it will pay off. 10 stocks we like better than Microsoft › In the same way artificial intelligence (AI) completely revolutionized computing technology, quantum computing promises to revolutionize AI. That's because quantum platforms can process unthinkable amounts of digital data. Problems that would take modern-day platforms decades to work out can now be solved in a matter of minutes. This is why shares of the nascent industry's companies -- like Quantum Computing, IonQ, and Rigetti Computing -- have performed so well (even if erratically) since 2024, when the tech graduated from being mostly theoretical to legitimately commercial. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » What if, however, investors are overlooking a hugely important detail about quantum computing's commercial future, and overlooking its best opportunity as a result? Well, that seems to be the case. The quantum revolution's biggest beneficiary may actually be hiding in plain sight, positioned perfectly to capitalize on what Precedence Research believes will be average annual growth of more than 30% through 2034, when this tech could be providing up to $2 trillion worth of net collective value for its users (according to Bank of America). That company? Software giant Microsoft (NASDAQ: MSFT). Here's why. Microsoft is in the game It might be a surprising pick to anyone keeping tabs on the quantum computing industry. Microsoft is working on the tech to be sure. As of the middle of last year, however, it didn't have anything near ready to monetize. And what it did have was ... questionable....
chaofann/iStock via Getty Images MPW stock: Q4 earnings report expected on Feb 6 I last analyzed Medical Properties Trust stock (NYSE: MPW ) on 11.21 with an article titled " Medical Properties Trust: Latest Dividend Raise Foretells Stability (Rating Upgrade)”. As stated in the title, that article argued for a rating upgrade (to hold) on the stock with a focus on its latest dividend increase. Sinc...
chaofann/iStock via Getty Images MPW stock: Q4 earnings report expected on Feb 6 I last analyzed Medical Properties Trust stock (NYSE: MPW ) on 11.21 with an article titled " Medical Properties Trust: Latest Dividend Raise Foretells Stability (Rating Upgrade)”. As stated in the title, that article argued for a rating upgrade (to hold) on the stock with a focus on its latest dividend increase. Since then, a few new catalysts have emerged around this REIT stock. The subsequent sections of this article will detail the top 3 on my list: the change of the short interest on the stock, the upcoming FQ4 earnings report (ER) scheduled on Feb 6, and also the changes to its credit ratings. Overall, these developments have led me to keep seeing a neutral return/risk profile and thus to maintain my hold rating. Let me start with the change in the short interest. According to the latest data provided by Marketbeat (see the two charts below) as of December 31, 2025, MPW had a short interest of 150.91 million shares sold short, representing 25.41% of the public float. As background, MPW has been one of the most shorted stocks in the market lately, with short interest reaching a peak of 45.6% in mid-December. As you can see from the second chart below. As such, the current short interest marks a drastic 44% decrease from the peak value, signaling a material sentiment shift towards the stock. And I can see good reasons for this shift with the earnings projections ahead, as detailed next. MarketBeat MarketBeat MPW Q4 earnings preview As just mentioned, Medical Properties is scheduled to release its FQ4 ER on Feb 6. The latest EPS revisions suggest continued turnaround in its earnings as the company stabilizes its hospital portfolio. Analysts’ consensus currently forecasts a normalized FFO of $0.15 for the quarter, representing a 15% sequential growth from the $0.13 reported in the previous quarter. On a GAAP basis, its EPS is projected to be $0.02, compared to a loss of $0.13 in the p...
Stonegate Investment Group LLC increased its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 3.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 99,400 shares of the enterprise software provider's stock after buying an additional 3,065 shares during the quarter. Stonegate Investment Group LLC's holdin...
Stonegate Investment Group LLC increased its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 3.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 99,400 shares of the enterprise software provider's stock after buying an additional 3,065 shares during the quarter. Stonegate Investment Group LLC's holdings in Oracle were worth $27,955,000 at the end of the most recent reporting period. Other large investors have also recently bought and sold shares of the company. Kampmann Melissa S. boosted its stake in shares of Oracle by 0.3% in the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider's stock valued at $3,350,000 after purchasing an additional 35 shares in the last quarter. McLean Asset Management Corp lifted its holdings in Oracle by 0.7% during the 3rd quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider's stock valued at $1,551,000 after purchasing an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. lifted its holdings in Oracle by 0.7% during the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock valued at $1,485,000 after purchasing an additional 36 shares during the last quarter. Voisard Asset Management Group Inc. boosted its position in Oracle by 3.4% in the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider's stock valued at $317,000 after buying an additional 37 shares in the last quarter. Finally, Avion Wealth grew its stake in Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock worth $73,000 after buying an additional 37 shares during the last quarter. 42.44% of the stock is currently owned by institutional investors. Get Oracle alerts: Sig...
NEW YORK, Jan. 27, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins. Kristen Scholer delivers the pre-market update on January 27th U.S. equities are higher as the busiest week of earnings season ramps up, with Boeing and Northrop Grumman r...
NEW YORK, Jan. 27, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins. Kristen Scholer delivers the pre-market update on January 27th U.S. equities are higher as the busiest week of earnings season ramps up, with Boeing and Northrop Grumman reporting this morning and Apple and Meta set to report later this week after boosting major indices yesterday. Block announced it has unlocked more than $200 billion in credit for customers across Cash App Borrow, Afterpay, and Square Loans; tune into NYSE Live to hear Afterpay CEO Nick Molnar discuss Block's real‑time underwriting and customer outcomes. Ahead of this year's NewFronts, IAB CEO David Cohen joins today's show from the NYSE trading floor to mark the trade group's 30th anniversary and discuss how the industry has evolved. Opening Bell Gold.com celebrates its listing on the New York Stock Exchange Closing Bell The Hi-tech Delegation to the March Of The Living commemorate International holocaust remembrance day Click here to download the NYSE TV App NYSE Logo (PRNewsfoto/New York Stock Exchange) Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/nyse-content-advisory-pre-market-update--block-exceeds-200-billion-in-credit-provided-to-its-users-302671283.html
Spain’s government announced on Tuesday it will grant legal status to potentially hundreds of thousands of immigrants living and working in the country without authorisation, the latest example of how the country has bucked a trend towards increasingly harsh immigration policies championed by US President Donald Trump and seen across much of Europe. Migration Minister Elma Saiz said the beneficiar...
Spain’s government announced on Tuesday it will grant legal status to potentially hundreds of thousands of immigrants living and working in the country without authorisation, the latest example of how the country has bucked a trend towards increasingly harsh immigration policies championed by US President Donald Trump and seen across much of Europe. Migration Minister Elma Saiz said the beneficiaries would be able to work “in any sector, in any part of the country”, and extolled “the positive impact” of migration. “We are talking about estimations, probably more or less the figures may be around half a million people,” she told public broadcaster RTVE. Advertisement However, the Funcas think-tank estimates the number is higher, stating that around 840,000 undocumented migrants lived in Spain at the beginning of January 2025, most of them Latin American. The new rules The measure will affect those living in Spain for at least five months and who applied for international protection before December 31, 2025.
(RTTNews) - After ending the previous session mostly higher, stocks may see further upside in early trading on Tuesday. The major index futures are currently pointing to a higher open for the markets, with the S&P 500 futures up by 0.3 percent. Tech stocks may help to lead an early advance on Wall Street, as reflected by the 0.6 percent increase by the tech-heavy Nasdaq 100 futures. Traders remain...
(RTTNews) - After ending the previous session mostly higher, stocks may see further upside in early trading on Tuesday. The major index futures are currently pointing to a higher open for the markets, with the S&P 500 futures up by 0.3 percent. Tech stocks may help to lead an early advance on Wall Street, as reflected by the 0.6 percent increase by the tech-heavy Nasdaq 100 futures. Traders remain optimistic ahead of the release of earnings news from big-name tech companies like Apple (AAPL), Meta Platforms (META) and Microsoft (MSFT). Shares of Apple are jumping by 1.6 percent in pre-market trading after surging by 3.0 percent on Monday, while Meta and Microsoft may also see further upside after moving notably higher in the previous session. Positive sentiment may also be generated in reaction to upbeat earnings news from big-name companies like General Motors (GM) and UPS (UPS). On the other hand, a slump by shares of UnitedHealth (UNH) is likely to weigh on the Dow, with the health insurance giant plunging by 15.7 percent in pre-market trading. The steep drop by UnitedHealth comes after the company reported slightly better than expected fourth quarter earnings but provided disappointing revenue guidance. A Trump administration proposal calling for nearly flat rates for Medicare Advantage insurers is also likely to weigh on insurance stocks. Not long the start of trading, the Conference Board is scheduled to release its report on consumer confidence in the month of January. The consumer confidence index is expected to rise to 90.0 in January after falling to 89.1 in December. Following the mixed performance seen during last Friday's session, stocks moved mostly higher during trading on Monday. With the upward move, the major averages further offset the steep drop seen last Tuesday. The major averages moved to the downside going into the end of the day but remained in positive territory. The Dow advanced 313.69 points or 0.6 percent to 49,412.40, the Nasdaq rose 10...
rypson Weighed down by increased operating costs and lower capacity, JetBlue ( JBLU ) reported a wider-than-expected loss in the fourth quarter, reflecting “macroeconomic uncertainty” that impeded the company’s return to profitability in 2025. The combination of a 2% decline in total revenue and 6.7% increase in operating expenses per available seat mile, excluding fuel, resulted in an adjusted lo...
rypson Weighed down by increased operating costs and lower capacity, JetBlue ( JBLU ) reported a wider-than-expected loss in the fourth quarter, reflecting “macroeconomic uncertainty” that impeded the company’s return to profitability in 2025. The combination of a 2% decline in total revenue and 6.7% increase in operating expenses per available seat mile, excluding fuel, resulted in an adjusted loss of $0.49 per share, more than doubling from a year ago and missing expectations for a loss of $0.46 per share. At the same time, increased revenue from ancillary sources and its loyalty program helped offset declining passenger revenue per available seat mile and capacity, resulting in a more modest decline in revenue than analysts expected. For FY26, JetBlue ( JBLU ) expects progress on its JetForward initiative to lead to improved profitability. “We are returning to growth, our JetForward initiatives are ramping with more to come this year, and our cost growth is low - all supporting a path to breakeven or better operating profitability," said JetBlue CFO Ursula Hurley. For the current quarter, JetBlue ( JBLU ) expects capacity to increase by 0.5% to 3.5% and revenue per available seat mile to remain unchanged to up 4.0%. For FY26, the company projects capacity growth of 2.5% to 4.5% and RASM of up 2.0% to up 5.0%. Regarding expenses, costs per available seat mile excluding fuel, or CASM-ex fuel, are expected to increase by 3.5% to 5.5% in the first quarter and by 1.0% to 3.0% for the full year. Adjusted operating margin in FY26 is forecasted to breakeven or better. JetBlue ( JBLU ) shares are down close to 6% before Tuesday’s opening bell, setting the stock up for a fourth straight day in the red. More on JetBlue Airways JetBlue: No Margin Of Safety JetBlue Airways reports mixed Q4 results; initiates FY26 outlook JetBlue Airways Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on JetBlue Airways Historical earnings data for JetBlue Airways
HCA Healthcare Inc. shares gained after the hospital operator’s better-than-expected guidance eased investor concerns about expiring Affordable Care Act subsidies . The Nashville-based company sees adjusted earnings before interest, taxes, depreciation and amortization of about $16 billion this year at the midpoint of its guidance. Analysts surveyed by Bloomberg had projected $15.8 billion on aver...
HCA Healthcare Inc. shares gained after the hospital operator’s better-than-expected guidance eased investor concerns about expiring Affordable Care Act subsidies . The Nashville-based company sees adjusted earnings before interest, taxes, depreciation and amortization of about $16 billion this year at the midpoint of its guidance. Analysts surveyed by Bloomberg had projected $15.8 billion on average. “We are pleasantly surprised by the outlook,” wrote RBC Capital Markets analyst Ben Hendrix in a note. Some investors had been concerned that expiring tax credits for ACA health insurance would drag on the company’s guidance, he said. HCA shares rose as much as 8.4% in early trading in New York. The stock had rallied 56% last year, outperforming a 16% gain in the S&P 500 Index.
Delek Logistics Partners ( DKL ) declares $1.125/share quarterly dividend . Forward yield 9.2% Payable Feb. 12; for shareholders of record Feb. 5; ex-div Feb. 5. See DKL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Delek Logistics Partners Delek Logistics Partners: Consistent Distribution Growth Tempered By High Leverage Delek Logistics Partners: Strategic Business Model And Growth ...
Delek Logistics Partners ( DKL ) declares $1.125/share quarterly dividend . Forward yield 9.2% Payable Feb. 12; for shareholders of record Feb. 5; ex-div Feb. 5. See DKL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Delek Logistics Partners Delek Logistics Partners: Consistent Distribution Growth Tempered By High Leverage Delek Logistics Partners: Strategic Business Model And Growth Prospects Warrant Some Upside Delek Logistics Partners: Double-Digit Yield And Significant Catalysts Advancing Delek Logistics raises full year EBITDA guidance to $500M–$520M as Libby 2 plant ramps up Delek Logistics Partners reports mixed Q3 results; raises FY25 outlook
LarisaBlinova/iStock via Getty Images Without a doubt, the restaurant sector has been one of the most volatile industries in 2025, and in my view, the tumult is likely to continue well into 2026 as restaurants are forced to rethink their business models in an era where low-cost labor rates are skyrocketing and consumer demand for eating out is feeble. CAVA ( CAVA ), the Mediterranean bowl chain, i...
LarisaBlinova/iStock via Getty Images Without a doubt, the restaurant sector has been one of the most volatile industries in 2025, and in my view, the tumult is likely to continue well into 2026 as restaurants are forced to rethink their business models in an era where low-cost labor rates are skyrocketing and consumer demand for eating out is feeble. CAVA ( CAVA ), the Mediterranean bowl chain, is one of the companies that has faced the harshest reckonings. A sharp deceleration in same-store sales growth decimated CAVA's stock after its Q3 earnings print in early November. Still, the stock is regaining momentum as a former Wall Street darling; since bottoming near $44 in November, shares of CAVA have now rallied ~50% to the mid-$60s. Now, the stock is down "only" ~50% over the past year. The question for investors now is: is the bad news already priced in, or is this rally a head fake? Data by YCharts I last wrote a buy article on CAVA in late November, when the stock was trading in the high $40s. At the time, I noted that the selloff likely overlooked CAVA's growing fan base, its innovative and appealing loyalty program, and its substantial white space for new location expansion within the U.S. All of that was relative to a more modest valuation, however. In the $60s, I see far more risk for CAVA, and I am not keen to take a further bet on this stock especially as it grapples with its core struggle: a weakened consumer economy, and changing consumer perceptions of value when it comes to lunch bowls. Given the sharp rebound rally in CAVA stock (that has now taken the stock above where it was before reporting its disastrous Q3 earnings), I'm downgrading CAVA to a sell rating. To me, the stock is set up for another post-earnings disappointment. Valuation multiples have reached speculative levels again Let's get one thing out of the way: I actually think CAVA is a fantastic company, and I'm both a fan of its fundamentals, its growth opportunities, as well as its food ...