JHVEPhoto/iStock Editorial via Getty Images Introduction Zoetis ( ZTS ) is a company I've yet to cover here on Seeking Alpha. Although the business isn't really my style, I couldn't help but be drawn to the 53% drop in share price in the past year. Plus, the company pays a dividend and has a solid, near 3% dividend yield. Also, I believe the steep drop in price improves the long-term setup and mak...
JHVEPhoto/iStock Editorial via Getty Images Introduction Zoetis ( ZTS ) is a company I've yet to cover here on Seeking Alpha. Although the business isn't really my style, I couldn't help but be drawn to the 53% drop in share price in the past year. Plus, the company pays a dividend and has a solid, near 3% dividend yield. Also, I believe the steep drop in price improves the long-term setup and makes them interesting for long-term income investors. In this article, I discuss their latest earnings, why I think the stock has underperformed, and why, despite my hold rating, I think the stock is becoming increasingly attractive for long-term dividend growth investors. Brief Overview Zoetis is currently the world's largest animal health company. Spun off from Pfizer ( PFE ) over a decade ago, ZTS has grown into a major player in the animal healthcare space. They operate in two major segments: Companion Animals Livestock Their Companion Animals segment is their largest contributor to revenue, accounting for 79% of revenue in 2025. This segment includes dogs, cats, and horses and remains the company's primary growth driver. Their livestock segment includes cattle, sheep, fish, and swine. They have seven product categories and operate both in the U.S. and internationally. They focus on the discovery, development, manufacturing, and commercialization of animal medications, vaccines, diagnostic products & services, and genetic testing. Severe Underperformance As previously mentioned, ZTS is down more than 50% in the past year and 54% in the past 5 years. In my opinion, part of their underperformance stems from their elevated post-pandemic valuation that has since compressed as growth has seemed to normalize. Seeking Alpha Over the past year, persistent inflation and weaker discretionary consumer spending have pressured the business. In their most recent quarter at the beginning of May, headwinds persisted, resulting in a pullback in price as management was forced to revise gui...
Abivax Crashes Most On Record After Cancer Cases In Trial Data Spooks Wall Street French biotech Abivax suffered its largest intraday decline on record after reporting new data on its lead experimental inflammatory bowel disease drug, which showed cancer cases among patients in the clinical trial. The new data certainly point to regulatory headwinds and raise the risk profile for approval. Abivax'...
Abivax Crashes Most On Record After Cancer Cases In Trial Data Spooks Wall Street French biotech Abivax suffered its largest intraday decline on record after reporting new data on its lead experimental inflammatory bowel disease drug, which showed cancer cases among patients in the clinical trial. The new data certainly point to regulatory headwinds and raise the risk profile for approval. Abivax's ABTECT maintenance data showed strong efficacy readout, with both once-daily obefazimod doses meeting the primary endpoint at week 44. Clinical remission rates were 50.8% for the 25 mg dose and 51.3% for the 50 mg dose, versus 10.4% for placebo, implying placebo-adjusted remission rates of about 39% to 40% and highly statistically significant results. The problem for the stock was not efficacy, but safety optics... Goldman analyst Esah Hayat pointed out that the market was focused not on efficacy but on cancer cases among patients taking the higher doses of obefazimod: ABTECT maintenance trial out yday ( press release ) – "at week 44, both the 25 mg and 50 mg once-daily obefazimod doses met the primary endpoint, demonstrating placebo-adjusted clinical remission rates of ∆39.3% and ∆40.3%, respectively (25 mg: 50.8%, 50 mg: 51.3% vs placebo 10.4%; p<0.0001)." Though no new safety signals were observed per the press release, the safety results summary table (below) indicated 8 cases of malignancy , which spooked the market . Note, a number of investors are in this name for the M&A takeout story which could be muddied on this update. Mgmt did host a call on the results in which they did suggest the malignancies observed do align with background rates in UC (e.g. here for basal cell carcinoma), and weren't considered a new safety signal by monitoring committees. Wonder if this becomes a Fenebrutinib-like situation where market goes negative on headline safety imbalance, those are explained away as non-treatment linked at a detailed presentation and docs come out in support of...
Scotland great, 75, mistakenly posted on social media ‘Treatment is going well’ says former player and manager Sir Kenny Dalglish has revealed he is receiving treatment for cancer. The Liverpool legend, who is 75, confirmed the diagnosis on Tuesday having mistakenly posted about his treatment earlier in the day. Liverpool have said: “The support, best wishes and love of everyone at Liverpool FC ar...
Scotland great, 75, mistakenly posted on social media ‘Treatment is going well’ says former player and manager Sir Kenny Dalglish has revealed he is receiving treatment for cancer. The Liverpool legend, who is 75, confirmed the diagnosis on Tuesday having mistakenly posted about his treatment earlier in the day. Liverpool have said: “The support, best wishes and love of everyone at Liverpool FC are, and will be, with Sir Kenny and his family.” Dalglish wrote: “As my inadvertent social media post has indicated, I am currently undergoing treatment for cancer. Unlike my mobile phone use, the treatment is going well. Ideally, this would have remained private because that’s the way it should be, but my useless technology skills have forced my hand. Continue reading...
Wall Street has been practically holding its breath waiting for Berkshire Hathaway 's (NYSE:BRKA) (NYSE:BRKB) new CEO to make his first big move. It is important because Greg Abel only took over the top spot at the $1 trillion market cap conglomerate from Warren Buffett at the start of 2026. The day has finally come: Berkshire just announced it is paying $6.8 billion to acquire Taylor Morrison Hom...
Wall Street has been practically holding its breath waiting for Berkshire Hathaway 's (NYSE:BRKA) (NYSE:BRKB) new CEO to make his first big move. It is important because Greg Abel only took over the top spot at the $1 trillion market cap conglomerate from Warren Buffett at the start of 2026. The day has finally come: Berkshire just announced it is paying $6.8 billion to acquire Taylor Morrison Home (NYSE:TMHC) . What should investors make of the deal? During his first quarter at the helm of Berkshire Hathaway, Abel allowed cash to pile up on the company's balance sheet. That was, basically, the same thing that Warren Buffett was doing in the years leading up to his retirement. At the end of the first quarter of 2026, Berkshire's cash balance stood at a gargantuan $397 billion. Image source: Getty Images. Continue reading
Black Rifle Coffee ( BRCC ) has received notification from the New York Stock Exchange (NYSE) that it is now in compliance with the minimum share price requirement. Previously, on February 11, 2026, the NYSE informed the company that it was non-compliant because its Class A common stock average closing price was under $1.00 for a 30 trading-day period. On June 1, 2026, the NYSE confirmed that as o...
Black Rifle Coffee ( BRCC ) has received notification from the New York Stock Exchange (NYSE) that it is now in compliance with the minimum share price requirement. Previously, on February 11, 2026, the NYSE informed the company that it was non-compliant because its Class A common stock average closing price was under $1.00 for a 30 trading-day period. On June 1, 2026, the NYSE confirmed that as of May 29, 2026, the company regained compliance as its Class A common stock closed at least $1.00 on that date and maintained an average closing price of at least $1.00 over the past 30 trading days. Thus, the company is no longer below the minimum share price standard. This compliance was achieved without executing a reverse stock split that had been approved by stockholders on May 28, 2026. The company's Class A common stock will remain listed and traded on the NYSE, provided it continues to meet all listing standards, the company said in a statement. More on BRCC BRC Inc. 2026 Q1 - Results - Earnings Call Presentation BRC Inc. (BRCC) Q1 2026 Earnings Call Transcript BRC: Coffee Price Stabilization And Stronger Retail Distribution (Upgrade) Black Rifle Coffee regains NYSE compliance after share price improvement BRC outlines 2026 outlook of at least 8% revenue growth and about $29M adjusted EBITDA
In this article BA.-GB QQ.-GB RR.-GB Follow your favorite stocks CREATE FREE ACCOUNT The U.S. is said to be considering expanding its nuclear weapons-hosting capability to more European NATO member states. Six NATO member countries — the U.K., Germany, Italy, the Netherlands, Belgium and Turkey — currently form part of the alliance's nuclear weapons-sharing arrangements, and are approved to host U...
In this article BA.-GB QQ.-GB RR.-GB Follow your favorite stocks CREATE FREE ACCOUNT The U.S. is said to be considering expanding its nuclear weapons-hosting capability to more European NATO member states. Six NATO member countries — the U.K., Germany, Italy, the Netherlands, Belgium and Turkey — currently form part of the alliance's nuclear weapons-sharing arrangements, and are approved to host U.S. dual-capable aircraft capable of deploying nuclear missiles. But this group could now be expanded to include additional NATO countries in Europe, according to the Financial Times , which cited three people who had been briefed on the highly confidential discussions. Analysts say the move would boost certain defense names involved in the manufacture, maintenance and parts supply chain for dual-capable aircraft, including the likes of BAE Systems , Lockheed Martin and Rolls-Royce . Stock Chart Icon Stock chart icon BAE Systems. Those familiar with the matter suggested countries on NATO's eastern flank, such as Poland and certain Baltic nations — where President Donald Trump last month pledged thousands of new troops — could be interested in hosting nuclear-capable bombers, the FT report noted. The possible expansion comes as the White House looks to scale back conventional military support to the alliance and Europe looks to reduce its reliance on Washington by boosting defense spending amid concerns over the U.S.' commitment to the security pact . A NATO official told CNBC that the organization "continuously monitors" the security environment and "adapts as needed." "Work to assess and potentially adapt NATO's nuclear deterrence posture has been ongoing for several years and is not linked to any decision taken by the U.S. to adjust its conventional posture in Europe," the official added. Dan Coatsworth, head of markets at AJ Bell, said a larger nuclear deployment in Europe would require more dual-capable aircraft such as the F-35, which can carry both nuclear and convent...
The trillion-dollar club just got two new memory chip members. Micron Technology (NASDAQ:MU) and South Korea’s SK Hynix (000660.KS) both crossed $1 trillion in market capitalization for the first time this week, joining Samsung in a rarified tier of semiconductor giants. The move reflects that demand for AI infrastructure continues to outpace the industry’s ability ... Micron and SK Hynix Cross $1...
The trillion-dollar club just got two new memory chip members. Micron Technology (NASDAQ:MU) and South Korea’s SK Hynix (000660.KS) both crossed $1 trillion in market capitalization for the first time this week, joining Samsung in a rarified tier of semiconductor giants. The move reflects that demand for AI infrastructure continues to outpace the industry’s ability ... Micron and SK Hynix Cross $1 Trillion Valuations as Chip Shortage Fuels AI Boom
buzbuzzer/E+ via Getty Images Yesway ( YSWY ) rose in early action on Tuesday after issuing its first earnings report as a public company. The Fort Worth, Texas-based company reported total inside merchandise and fuel gross profit increased 21.8% year-over-year on a same-store basis, reflecting growth in both fuel and inside merchandise categories. Fuel gallons sold were up 0.2% year-over-year on ...
buzbuzzer/E+ via Getty Images Yesway ( YSWY ) rose in early action on Tuesday after issuing its first earnings report as a public company. The Fort Worth, Texas-based company reported total inside merchandise and fuel gross profit increased 21.8% year-over-year on a same-store basis, reflecting growth in both fuel and inside merchandise categories. Fuel gallons sold were up 0.2% year-over-year on a same-store basis, and same-store fuel gross profit increased 38.5% from the prior-year period. Inside merchandise sales increased 4.5% year-over-year on a same-store basis, and same-store inside merchandise gross profit increased 9.8% from the prior-year period. Store contribution increased 72.7% year-over-year to $74.6M, primarily attributable to higher fuel cents per gallon margin, increased fuel volumes, and merchandise sales driven by more stores open during the period and a higher concentration of new stores. Total revenue was up 13.9% year over year to $683.6M to top the consensus estimate by $4.5M Adjusted EBITDA increased 112.9% year-over-year to $59.2M, primarily attributable to higher fuel cents per gallon margin. Looking ahead, Yesway expects FY26 same-store inside merchandise sales growth of 1.25% to 3.25%. The company also sees adjusted EBITDA of $210M to $220M. Capital expenditures of $85M to $95M are anticipated as the company continues investing in store development and infrastructure. On the store development front, Yesway ( YSWY ) plans to open 6 to 8 new stores during FY26. CEO update: "We remain confident in the resilience of our business model and the significant opportunity ahead. We are focused on further strengthening Yesway’s position as a go-to destination for high-quality foodservice offerings, trusted convenience products, competitive fuel options, and neighborly customer service. With our resilient business model and thoughtful capital allocation strategy, we believe Yesway is well-positioned to continue delivering profitable growth and create...