Progressive press release ( PGR ): Q4 GAAP EPS of $5.02 beats by $0.44 . Net premiums written of $19.51B (+7.7% Y/Y) misses by $240M . More on Progressive Progressive: A Long-Term Compounder Built On Underwriting Discipline Progressive: Dominance At A Discount Progressive: Sacrificing Margin For Top Line Growth Progressive Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Progressive
Progressive press release ( PGR ): Q4 GAAP EPS of $5.02 beats by $0.44 . Net premiums written of $19.51B (+7.7% Y/Y) misses by $240M . More on Progressive Progressive: A Long-Term Compounder Built On Underwriting Discipline Progressive: Dominance At A Discount Progressive: Sacrificing Margin For Top Line Growth Progressive Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Progressive
Jean-Luc Ichard Investors will be closely focused after the closing bell on Wednesday as Microsoft ( MSFT ) delivers its latest quarterly earnings report, with market participants eager for insights into the company’s financial performance and strategic priorities. As a member of the influential “Magnificent Seven,” Microsoft’s commentary often carries broader implications for technology stocks an...
Jean-Luc Ichard Investors will be closely focused after the closing bell on Wednesday as Microsoft ( MSFT ) delivers its latest quarterly earnings report, with market participants eager for insights into the company’s financial performance and strategic priorities. As a member of the influential “Magnificent Seven,” Microsoft’s commentary often carries broader implications for technology stocks and the overall market sentiment. According to prediction market platform Kalshi, traders have already placed bets on the topics most likely to be highlighted during the earnings call. “Gaming” has emerged as the leading expected area of discussion, reflecting continued interest in Microsoft’s Xbox ecosystem and content strategy. At the other end of the spectrum, “college” appears to be the least likely subject to receive meaningful attention. Outlined below are the ranked themes that prediction markets expect Microsoft management to address. Gaming — 98% Teams — 97% LinkedIn — 96% OpenAI — 91% Windows 11 — 87% Anthropic — 82% Nvidia — 73% R&D / Research and Development — 55% Phi — 44% Cybersecurity — 22% College — 17% ETFs with the largest portfolio allocation towards MSFT: ( MSFX ), ( MSFW ), ( GXPT ), ( LRGG ), ( BCHP ), ( TTXU ), ( MSFU ), ( IYW ), ( TRUT ), and ( HLAL ). More on markets Trump talks up the dollar as DXY sinks to its lowest level in nearly four years S&P 500 hits fresh highs but these names hover in oversold territory Pantheon Macro suggests that markets may be overpricing inflation risks Oppenheimer sees strong start to earnings season as it favors growth sectors Rick Rieder gains noticeable momentum in Fed Chair race, according to Polymarket
Intel jumps amid report it will play a role in manufacturing Nvidia GPUs in 2028, CFO purchases $250,000 in company stock Intel is surging this morning amid one confirmed vote of executive suite confidence in the company and a rumored one that could be much more significant. Starting with the latter, Taiwanese industry outlet DigiTimes reports that Intel will play a role in Nvidia GPUs for the Fey...
Intel jumps amid report it will play a role in manufacturing Nvidia GPUs in 2028, CFO purchases $250,000 in company stock Intel is surging this morning amid one confirmed vote of executive suite confidence in the company and a rumored one that could be much more significant. Starting with the latter, Taiwanese industry outlet DigiTimes reports that Intel will play a role in Nvidia GPUs for the Feynman generation, the successor to the upcoming Vera Rubin generation, which is expected to be released in 2028. Specifically, the report says that Nvidia will “partially utilize” Intel for the I/O die, or the part of the module that facilitates communication, as well as for about 25% of packaging. The remainder would be handled by TSMC, which is also slated to retain its role in manufacturing the Feynman architecture’s brains. In September, Nvidia announced a $5 billion investment in Intel as part of a pact to develop data center and PC products. This report, if confirmed, would make a significant enhancement of this partnership. And as for the support from inside the house: a filing released after the close on Tuesday showed that Intel Chief Financial Officer David Zinsner bought nearly $250,000 in company stock on Monday. That purchase came as shares tumbled more than 20% after management issued guidance for Q1 that came in below Wall Street’s view.
Corteva ( CTVA ) declares $0.18/share quarterly dividend , in line with previous. Forward yield 0.99% Payable March 16; for shareholders of record March 2; ex-div March 2. See CTVA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Corteva Corteva: Get Your Piece Of SpinCo As A Stable Portfolio Compounder Corteva's Growth Is Taking Root, But The Stock Looks Fully Grown Corteva, Inc. (CTVA...
Corteva ( CTVA ) declares $0.18/share quarterly dividend , in line with previous. Forward yield 0.99% Payable March 16; for shareholders of record March 2; ex-div March 2. See CTVA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Corteva Corteva: Get Your Piece Of SpinCo As A Stable Portfolio Compounder Corteva's Growth Is Taking Root, But The Stock Looks Fully Grown Corteva, Inc. (CTVA) Q3 2025 Earnings Call Transcript Corteva teams with BP on joint venture to supply crop-based feedstocks for biofuels Fertilizer shares jump after reported blasts at Russian plants
Seeking Alpha More on Starbucks 'The King Is Naked': Uncomfortable Truths About Starbucks' Dividend (Earnings Preview) Starbucks: China Sale And U.S. Comps Improvement Are Encouraging (Rating Upgrade) Starbucks: Closing Underperforming Stores Is A Step In The Right Direction Starbucks rallies after comparable sales impress in North America and China Starbucks Non-GAAP EPS of $0.56 misses by $0.03,...
Seeking Alpha More on Starbucks 'The King Is Naked': Uncomfortable Truths About Starbucks' Dividend (Earnings Preview) Starbucks: China Sale And U.S. Comps Improvement Are Encouraging (Rating Upgrade) Starbucks: Closing Underperforming Stores Is A Step In The Right Direction Starbucks rallies after comparable sales impress in North America and China Starbucks Non-GAAP EPS of $0.56 misses by $0.03, revenue of $9.92B beats by $260M
Rubio braces for Senate scrutiny over Venezuela toggle caption Jose Luis Magana/AP Secretary of State Marco Rubio is set to testify Wednesday before the Senate Foreign Relations Committee, where he will defend the U.S. military operation that ousted Venezuelan President Nicolás Maduro and outline Washington's strategy moving forward. In prepared remarks, Rubio pushes back on claims that the U.S. i...
Rubio braces for Senate scrutiny over Venezuela toggle caption Jose Luis Magana/AP Secretary of State Marco Rubio is set to testify Wednesday before the Senate Foreign Relations Committee, where he will defend the U.S. military operation that ousted Venezuelan President Nicolás Maduro and outline Washington's strategy moving forward. In prepared remarks, Rubio pushes back on claims that the U.S. is at war with Venezuela. "There is no war against Venezuela, and we did not occupy a country. There are no U.S. troops on the ground," framing the mission as a targeted law enforcement action rather than a military occupation. Rubio says the U.S. will help Venezuela transition from what he calls a "criminal state" into a responsible international partner and is closely monitoring the former vice president, now interim leader Delcy Rodríguez, who has pledged to open Venezuela's energy sector to American companies. Sponsor Message But Rubio also signals a hard line if cooperation breaks down. "Make no mistake, as the President has stated, we are prepared to use force to ensure maximum cooperation if other methods fail," Rubio says. Democrats are expected to challenge the legality, cost, and fallout of the operation. In her prepared remarks ranking committee member Sen. Jeanne Shaheen, D-N.H., acknowledges Maduro's record but questions the decision, writing: "Nicolás Maduro was bad for Venezuela, for the region and for the United States. The question is, was the raid to arrest him worth it?" Shaheen also criticizes the ongoing U.S. naval blockade, saying it is costing American taxpayers hundreds of millions of dollars. The hearing marks Rubio's highest-profile test yet on Venezuela policy, as lawmakers press for clarity on the long-term U.S. strategy in the region. This is a developing story and will be updated.
Michael Vi Automatic Data Processing ( ADP ) raised its FY2026 guidance on Wednesday after its fiscal Q2 earnings beat the average analyst estimate, helped by a widening profit margin in its Employer Services business. The company known for its payroll processing services now expects FY2026 revenue growth to exceed 6%, compared with its prior guidance of 5%-6%, and adjusted diluted EPS growth of 9...
Michael Vi Automatic Data Processing ( ADP ) raised its FY2026 guidance on Wednesday after its fiscal Q2 earnings beat the average analyst estimate, helped by a widening profit margin in its Employer Services business. The company known for its payroll processing services now expects FY2026 revenue growth to exceed 6%, compared with its prior guidance of 5%-6%, and adjusted diluted EPS growth of 9%-10% vs. its previous range of 8%-10%. Adjusted EBIT margin expansion is still expected to be 50-70 basis points. The guidance implies revenue of more than $21.8B, vs. the $21.8B consensus, and adjusted EPS of $10.91-$11.01 (midpoint $10.96) vs. the $10.92 consensus. ADP ( ADP ) stock slipped 0.8% in premarket trading. Fiscal Q2 adjusted EPS of $2.62, topping the average analyst estimate of $2.57, rose from $2.49 in Q1 and $2.35 in last year's Q2. Revenue for the quarter ended Dec. 31, 2025, was $5.36B, beating the $5.34B consensus and increasing from $5.18B in the prior quarter and $5.05B in the year-ago quarter. "A continued focus on execution and driving new business bookings growth has enabled us to deliver strong revenue and earnings growth in the second quarter," said Chief Financial Officer Peter Hadley. "Our updated guidance demonstrates our confidence in our ability to deliver on our financial commitments, while continuing to make strategic investments to support sustainable long-term growth." ADP's ( ADP ) Q2 expenses of $4.08B climbed from $3.98B in Q1 and $3.88B in Q2 2025. Adjusted EBIT margin of 26.0% vs. 25.5% in the previous quarter and 25.2% a year ago. Employer Services revenue of $3.61B, exceeding the Visible Alpha consensus of $3.57B, rose 6% Y/Y; segment earnings of $1.28B increased 8% Y/Y; and pretax margin of 35.4% compared with 34.9% a year ago. PEO Services revenue of $1.76B, in line with the Visible Alpha estimate, grew 6% Y/Y, while segment earnings were essentially flat from a year ago at $252M. Pretax margin of 14.4% compared with 15.1% a year ...
The age at which you start collecting Social Security has a big impact on your benefits. The two main factors that determine how much you'll get from Social Security are your income and the age at which you claim benefits. In this video, I'll take a closer look at how age impacts Social Security by explaining the average benefit by age, and I'll explain how early or late retirement can impact your...
The age at which you start collecting Social Security has a big impact on your benefits. The two main factors that determine how much you'll get from Social Security are your income and the age at which you claim benefits. In this video, I'll take a closer look at how age impacts Social Security by explaining the average benefit by age, and I'll explain how early or late retirement can impact your benefits. *Stock prices used were the morning prices of Jan 22, 2026. The video was published on Jan 23, 2026.
Littelfuse ( LFUS ) declares $0.75/share quarterly dividend , in line with previous. Forward yield 1.01% Payable March 5; for shareholders of record Feb. 19; ex-div Feb. 19. See LFUS Dividend Scorecard, Yield Chart, & Dividend Growth. More on Littelfuse Littelfuse: Investor Expectations Become Elevated Littelfuse beats top-line and bottom-line estimates; initiates Q1 outlook Littelfuse Q4 2025 Ear...
Littelfuse ( LFUS ) declares $0.75/share quarterly dividend , in line with previous. Forward yield 1.01% Payable March 5; for shareholders of record Feb. 19; ex-div Feb. 19. See LFUS Dividend Scorecard, Yield Chart, & Dividend Growth. More on Littelfuse Littelfuse: Investor Expectations Become Elevated Littelfuse beats top-line and bottom-line estimates; initiates Q1 outlook Littelfuse Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Littelfuse Historical earnings data for Littelfuse
J. Michael Jones/iStock Editorial via Getty Images The strong value proposition and continued popularity of Chili’s restaurants once again powered Brinker International ( EAT ) to another strong quarter, with the restaurant group surpassing Wall Street’s expectations on both the top and bottom-line and raising full-year guidance. Brinker International ( EAT ) shares are up ~5% in Wednesday’s prema...
J. Michael Jones/iStock Editorial via Getty Images The strong value proposition and continued popularity of Chili’s restaurants once again powered Brinker International ( EAT ) to another strong quarter, with the restaurant group surpassing Wall Street’s expectations on both the top and bottom-line and raising full-year guidance. Brinker International ( EAT ) shares are up ~5% in Wednesday’s premarket trading. Led by an “industry leading” 8.6% surge in Chili’s comparable restaurant sales—its 19 th consecutive quarter of comparable sales growth—Brinker International ( EAT ) realized a 7.4% increase in sales to $1.45B in the fiscal second quarter, beating expectations by $40M. The company attributes Chili’s strong results to menu pricing, higher traffic, and a favorable sales mix. By comparison, comparable sales for Maggiano’s were down 2.4% while expenses increased due to higher commodity costs, sales deleverages, higher delivery fees, and increased insurance costs, all of which were only partially offset by lower manager bonuses. Comparable store sales companywide were up 7.5%. On the bottom-line, Brinker ( EAT ) earned an adjusted profit of $2.87 per share, up 2.5% from a year ago and $0.24 better than expected. Adjusted EBITDA increased 3.6% to $223.5M, while operating margin narrowed slightly to 18.8%. Looking ahead to 2026, Brinker ( EAT ) raised its revenue guidance to a range of $5.76B to $5.83B from $5.60B to $5.70B, initially, versus the $5.75B consensus estimate. Earnings are now expected to be between $10.45 and $10.85 per share compared to earlier guidance of $9.90 and $10.50 per share, with a new midpoint of $10.65 above the $10.44 consensus. These estimates assume an approximate $20M negative impact to revenue and $0.15 to net income due to Winter Storm Fern. Finally, the company expects to reduce investments in the business by $20M to $30M from its previous outlook. More on Brinker Brinker International: Conflicting Growth Patterns Leave It As A Hold B...
The U.S. government has acquired a 10% equity stake in Intel as part of a new national security and supply chain initiative. This stake makes the federal government Intel’s largest shareholder and more directly links corporate decisions to U.S. industrial policy. The move is designed to anchor domestic semiconductor capacity and could influence Intel’s capital allocation and governance. For invest...
The U.S. government has acquired a 10% equity stake in Intel as part of a new national security and supply chain initiative. This stake makes the federal government Intel’s largest shareholder and more directly links corporate decisions to U.S. industrial policy. The move is designed to anchor domestic semiconductor capacity and could influence Intel’s capital allocation and governance. For investors watching NasdaqGS:INTC, the new ownership structure comes alongside a share price of $43.93 and a mixed return profile. The stock shows a 21.4% return over the past 30 days and 11.6% year to date, alongside a 121.9% return over 1 year, while the 5 year return reflects a 16.2% decline. This combination highlights how recent momentum compares with a longer, more uneven performance record. The U.S. government’s 10% position ties Intel more closely to policy priorities around domestic manufacturing and supply chain resilience. Investors may want to watch how this influences board decisions, capital spending plans, partnerships, and Intel’s approach to balancing shareholder interests with national security objectives. Stay updated on the most important news stories for Intel by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Intel. NasdaqGS:INTC 1-Year Stock Price Chart The U.S. government taking a 10% equity stake in Intel directly ties the company’s capital decisions to Washington’s supply chain and national security goals at a time when Intel is reporting net losses and forecasting a loss per share of $0.21 for Q1 2026. With Intel also filing an omnibus shelf registration for common stock, preferred stock and debt, investors may read the new stake as increasing the likelihood that future funding choices, dilution and plant build outs will be weighed not just on returns, but also on policy objectives, especially around U.S. based manufacturing capacity. How This Fits Into The Intel Turnaround Narrative Analyst ...
Image source: The Motley Fool. Tuesday, Jan. 27, 2026, at 3 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Simon Griffiths Chief Financial Officer — Mike Archer Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net income -- $22.6 million for the quarter and $65.2 million for the year, representing a 6% sequential increase over the prior quarter. -- $22....
Image source: The Motley Fool. Tuesday, Jan. 27, 2026, at 3 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Simon Griffiths Chief Financial Officer — Mike Archer Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net income -- $22.6 million for the quarter and $65.2 million for the year, representing a 6% sequential increase over the prior quarter. -- $22.6 million for the quarter and $65.2 million for the year, representing a 6% sequential increase over the prior quarter. Diluted earnings per share -- $1.33 for the quarter and $3.84 for the year. -- $1.33 for the quarter and $3.84 for the year. Net interest margin -- Expanded by 13 basis points sequentially to 3.29% in the quarter. -- Expanded by 13 basis points sequentially to 3.29% in the quarter. Return on average assets -- 1.28% for the quarter, with management describing profitability metrics as "strong." -- 1.28% for the quarter, with management describing profitability metrics as "strong." Return on average tangible equity -- 19.06% reported for the quarter. -- 19.06% reported for the quarter. Efficiency ratio -- 51.69% in the quarter on a non-GAAP basis, remaining below 52%. -- 51.69% in the quarter on a non-GAAP basis, remaining below 52%. Noninterest income -- $14.1 million in the quarter, including a $979,000 annual Visa bonus incentive and $594,000 from back-to-back loan swaps. -- $14.1 million in the quarter, including a $979,000 annual Visa bonus incentive and $594,000 from back-to-back loan swaps. Noninterest expense -- $36.9 million in the quarter, up due to investments, performance incentives, and seasonality. -- $36.9 million in the quarter, up due to investments, performance incentives, and seasonality. Loan portfolio -- Organic loan growth of 2% for the year; total loans decreased 1% sequentially due to higher payoffs and prepayments. -- Organic loan growth of 2% for the year; total loans decreased 1% sequentially due to higher payoffs and prepayments. H...
MSCI ( MSCI ) declares $2.05/share quarterly dividend , 13.9% increase from prior dividend of $1.80. Forward yield 1.41% Payable Feb. 27; for shareholders of record Feb. 13; ex-div Feb. 13. See MSCI Dividend Scorecard, Yield Chart, & Dividend Growth. More on MSCI MSCI Inc. (MSCI) Presents at UBS Global Technology and AI Conference 2025 Transcript Love ETFs? Thank You For Your Cash: MSCI MSCI Inc. ...
MSCI ( MSCI ) declares $2.05/share quarterly dividend , 13.9% increase from prior dividend of $1.80. Forward yield 1.41% Payable Feb. 27; for shareholders of record Feb. 13; ex-div Feb. 13. See MSCI Dividend Scorecard, Yield Chart, & Dividend Growth. More on MSCI MSCI Inc. (MSCI) Presents at UBS Global Technology and AI Conference 2025 Transcript Love ETFs? Thank You For Your Cash: MSCI MSCI Inc. (MSCI) Presents at Global Technology, Internet, Media & Telecommunications Conference 2025 Transcript MSCI Non-GAAP EPS of $4.66 beats by $0.08, revenue of $822.53M misses by $1.17M NYSE to be U.S. options listings venue for MSCI indexes in early 2026