Key Points Sold 361,224 shares of Workiva; estimated transaction value of $31.98 million based on quarterly average pricing. Quarter-end Workiva position value declined by $31.09 million, reflecting both share sales and price movement. Workiva trade equaled 1.3% of fund’s reportable U.S. equity assets under management (AUM) for the quarter. Post-trade, the fund held 10,000 Workiva shares valued at...
Key Points Sold 361,224 shares of Workiva; estimated transaction value of $31.98 million based on quarterly average pricing. Quarter-end Workiva position value declined by $31.09 million, reflecting both share sales and price movement. Workiva trade equaled 1.3% of fund’s reportable U.S. equity assets under management (AUM) for the quarter. Post-trade, the fund held 10,000 Workiva shares valued at $862,500 (0.03% of AUM), which places it outside the fund’s top five holdings. The position was previously 1.4% of the fund’s AUM as of the prior quarter. 10 stocks we like better than Workiva › On February 17, 2026, Readystate Asset Management LP disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold shares of Workiva (NYSE:WK). What happened According to an SEC filing dated February 17, 2026, Readystate Asset Management LP reduced its position in Workiva by 361,224 shares during the fourth quarter of 2025. The estimated value of the share sale was $31.98 million, calculated using the average closing price for the quarter. The quarter-end value of the Workiva holding declined by $31.09 million, a figure that reflects both trading activity and stock price movement. What else to know Readystate Asset Management LP’s Workiva stake decreased to 0.03% of reportable AUM as of December 31, 2025, after the sale. Top holdings after the filing: NYSEMKT: IVV: $252.7 million (19.4% of AUM) NYSE: HSY: $72.0 million (5.5% of AUM) NASDAQ: CYBR: $50.3 million (3.9% of AUM) NYSE: BMY: $42.5 million (3.3% of AUM) NASDAQ: SLNO: $40.5 million (3.1% of AUM) As of February 17, 2026, Workiva shares were priced at $58.00, down 35.4% over the past year, underperforming the S&P 500 by 46.8 percentage points. Company overview Metric Value Market capitalization $3.26 billion Revenue (TTM) $884.57 million Net income (TTM) ($26.17 million) Price (as of February 17, 2026) $58.00 Company snapshot Offers a cloud-based platform for compliance and regulatory reporting, featuring d...
panumas nikomkai/iStock via Getty Images Overview When I previously covered the Virtus Total Return Fund ( ZTR ), I issued a buy rating due to the attractive valuation at the time. Since then, ZTR has rapidly increased and has outpaced the S&P 500. I believe this was due to the fund's unique structure that has allowed it to capture the growth of energy and utility companies in the recent quarters....
panumas nikomkai/iStock via Getty Images Overview When I previously covered the Virtus Total Return Fund ( ZTR ), I issued a buy rating due to the attractive valuation at the time. Since then, ZTR has rapidly increased and has outpaced the S&P 500. I believe this was due to the fund's unique structure that has allowed it to capture the growth of energy and utility companies in the recent quarters. After seeing the direction of the AI markets over the last few quarters, I believe that ZTR is directly positioned to benefit from the rise of data centers. Therefore, ZTR remains a great option for income investors seeking a high yield and wanting some capital appreciation. Looking at the performance over the last twelve months, ZTR's share price has increased by nearly 16.6%. The fund has been able to participate in the market rally throughout 2025, while also participating in the spike in the energy sector at the start of 2026. When including all distributions that were paid out to shareholders, the total return jumps up above 28.2% over the same time frame. ZTR's starting dividend yield now sits at 8.8% while issuing those payouts on a monthly basis. Based on the latest annual report, ZTR has no issues generating earnings that can exceed the distributions being paid. Data by YCharts However, there are some challenges that may limit returns going forward. For instance, the fund's use of leverage can still negatively impact earnings. Additionally, the focus on distributions means that ZTR has to actively sell off the upside growth of its assets. This can lead to underperformance against more standard ETFs that can experience uninterrupted growth over a longer holding period. So let's start by reviewing the unique strategy that ZTR utilizes to generate its earnings. Fund Strategy According to the latest fact sheet , ZTR has total managed assets of $512.3M that are spread across a diverse blend of assets. The fund's primary goal is to provide both capital appreciation and ...
It's been a rough patch for UnitedHealth Group (UNH +0.73%) over the past couple of years. After its stock dropped by around 35% in 2025, it has continued to decline, down over 13% in 2026. Despite its recent stock price struggles, I believe most of the company's largest issues are in the rearview, and it's set to rebound in 2026. Expand NYSE : UNH UnitedHealth Group Today's Change ( 0.73 %) $ 2.0...
It's been a rough patch for UnitedHealth Group (UNH +0.73%) over the past couple of years. After its stock dropped by around 35% in 2025, it has continued to decline, down over 13% in 2026. Despite its recent stock price struggles, I believe most of the company's largest issues are in the rearview, and it's set to rebound in 2026. Expand NYSE : UNH UnitedHealth Group Today's Change ( 0.73 %) $ 2.08 Current Price $ 287.57 Key Data Points Market Cap $259B Day's Range $ 284.84 - $ 288.99 52wk Range $ 234.60 - $ 606.36 Volume 5.8M Avg Vol 9M Dividend Yield 3.10 % UnitedHealth's struggles have been driven by higher costs, negative publicity, and a potentially flat Medicare Advantage payment rate in 2027. But in my opinion, many of these woes have been priced into the stock, and investors are taking for granted just how dominant UnitedHealth continues to be. It's still one of the world's largest healthcare companies, with a large presence in both insurance and care. This year, many of UnitedHealth's biggest issues are expected to improve. It's planning to become more efficient by scaling back its Medicare Advantage footprint by discontinuing some plans, streamlining operations to reduce operating costs, and leaning into artificial intelligence (AI) to improve productivity. Assuming these plans play out as expected, UnitedHealth should be set for a rebound. The company expects its revenue to dip slightly from 2025 ($447.6 billion to $439 billion), but its earnings are expected to return to growth. And trading at only 15.8 times its projected earnings over the next 12 months, the stock seems to have way more upside than downside.
Key Points UnitedHealth Group has faced increased costs and a potential Medicare Advantage shakeup. UnitedHealth is one of the world's largest healthcare companies, operating in insurance and care. With its low valuation, there is more upside than downside to UnitedHealth's stock. 10 stocks we like better than UnitedHealth Group › It's been a rough patch for UnitedHealth Group (NYSE: UNH) over the...
Key Points UnitedHealth Group has faced increased costs and a potential Medicare Advantage shakeup. UnitedHealth is one of the world's largest healthcare companies, operating in insurance and care. With its low valuation, there is more upside than downside to UnitedHealth's stock. 10 stocks we like better than UnitedHealth Group › It's been a rough patch for UnitedHealth Group (NYSE: UNH) over the past couple of years. After its stock dropped by around 35% in 2025, it has continued to decline, down over 13% in 2026. Despite its recent stock price struggles, I believe most of the company's largest issues are in the rearview, and it's set to rebound in 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » UnitedHealth's struggles have been driven by higher costs, negative publicity, and a potentially flat Medicare Advantage payment rate in 2027. But in my opinion, many of these woes have been priced into the stock, and investors are taking for granted just how dominant UnitedHealth continues to be. It's still one of the world's largest healthcare companies, with a large presence in both insurance and care. This year, many of UnitedHealth's biggest issues are expected to improve. It's planning to become more efficient by scaling back its Medicare Advantage footprint by discontinuing some plans, streamlining operations to reduce operating costs, and leaning into artificial intelligence (AI) to improve productivity. Assuming these plans play out as expected, UnitedHealth should be set for a rebound. The company expects its revenue to dip slightly from 2025 ($447.6 billion to $439 billion), but its earnings are expected to return to growth. And trading at only 15.8 times its projected earnings over the next 12 months, the stock seems to have way more upside than downside. Should you buy stock in UnitedH...
QbitAI has learned that there is new progress in the startup project of Liu Wei, a former top AI expert at Tencent. Just now, the AI video startup Video Rebirth announced that it has officially completed a financing round totaling $80 million (approximately RMB 550 million). Liu Wei is a former outstanding scientist at Tencent, an IEEE/AAAS Fellow, and was the core technology leader of Tencent's H...
QbitAI has learned that there is new progress in the startup project of Liu Wei, a former top AI expert at Tencent. Just now, the AI video startup Video Rebirth announced that it has officially completed a financing round totaling $80 million (approximately RMB 550 million). Liu Wei is a former outstanding scientist at Tencent, an IEEE/AAAS Fellow, and was the core technology leader of Tencent's Hunyuan large model. He has profound experience in the fields of computer vision and multimodal AI. After leaving Tencent to start his own business at the end of 2024, he focused on the AI video generation track. Notably, Video Rebirth has received significant capital investment in succession in just over a year since its establishment. Currently, Liu Wei is leading a team to independently develop an industrial-grade video generation model called Bach, which has not been released to the public yet. $80 million in new financing QbitAI has learned that this $80 million financing not only attracted top Asian venture capital institutions but also strategic cross - border giants such as AMD Ventures and Hyundai. Many leading enterprises in the pan - entertainment, transportation, and technology fields participated in this investment. The $80 million will be used for the commercialization of Video Rebirth's cutting - edge video generation product line, the Bach series of models, and the expansion into the global market. Video Rebirth is headquartered in Singapore. Currently, its business only covers overseas markets, and its customer base mainly consists of enterprises and professional individual users. QbitAI learned from a source that this financing round started in November 2025, and when many institutions confirmed their investment intentions, the company's products were still in the R & D stage. "(Investment institutions) mainly look at the team. They are quite optimistic about the technical route and differentiated positioning of Video Rebirth's world model. Later, it will d...
(RTTNews) - The China stock market has moved lower in four straight sessions, slipping almost 85 points or 2.1 percent in that span. The Shanghai Composite Index now sits just beneath the 4,050-point plateau although it may stop the bleeding on Wednesday. The global forecast for the Asian markets suggests mild upside ahead of the U.S. monetary policy announcement later today. The European and U.S....
(RTTNews) - The China stock market has moved lower in four straight sessions, slipping almost 85 points or 2.1 percent in that span. The Shanghai Composite Index now sits just beneath the 4,050-point plateau although it may stop the bleeding on Wednesday. The global forecast for the Asian markets suggests mild upside ahead of the U.S. monetary policy announcement later today. The European and U.S. markets were up and the Asian bourses are expected to follow that lead. The SCI finished modestly lower on Tuesday as losses from the resource and energy stock were mitigated by support from the financial and property sectors. For the day, the index dropped 34.88 points or 0.85 percent to finish at 4,049.91 after trading between 4,049.58 and 4,108.40. The Shenzhen Composite Index tumbled 50.61 points or 1.87 percent to end at 2,655.04. Among the actives, Industrial and Commercial Bank of China jumped 1.93 percent, while Bank of China vaulted 1.85 percent, Agricultural Bank of China strengthened 1.65 percent, China Merchants Bank added 0.53 percent, Bank of Communications climbed 1.02 percent, China Life Insurance collected 1.47 percent, Jiangxi Copper retreated 1.48 percent, Aluminum Corp of China (Chalco) plunged 3.84 percent, Yankuang Energy plummeted 4.31 percent, PetroChina rose 0.25 percent, China Petroleum and Chemical (Sinopec) declined 1.26 percent, Huaneng Power tumbled 1.96 percent, China Shenhua Energy slumped 1.55 percent, Gemdale improved 0.97 percent, Poly Developments gained 0.62 percent and China Vanke advanced 0.86 percent. The lead from Wall Street is firm as the major averages opened higher on Tuesday and remained in the green throughout the day, although off session highs. The Dow added 46.85 points or 0.10 percent to finish at 46,993.26, while the NASDAQ climbed 105.35 points or 0.47 percent to end at 22,479.53 and the S&P 500 added 16.71 points or 0.25 percent to close at 6,716.09. The early strength on Wall Street came as traders attempted to shrug o...