Guido Mieth/DigitalVision via Getty Images Recently, I sold a position in my income portfolio that currently yields 3.88%, and I want to safely replace that yield with a higher one. Another stipulation that I have is that I want to invest in a company that pays a qualified dividend, as my income portfolio is in a taxable account in which I make monthly withdrawals. Doing a search for companies tha...
Guido Mieth/DigitalVision via Getty Images Recently, I sold a position in my income portfolio that currently yields 3.88%, and I want to safely replace that yield with a higher one. Another stipulation that I have is that I want to invest in a company that pays a qualified dividend, as my income portfolio is in a taxable account in which I make monthly withdrawals. Doing a search for companies that pay a yield greater than 5% and pay a qualified dividend generated a list that included Lincoln National Corporation ( LNC ), which is a life insurance company based in Pennsylvania that has been in business since 1905. This article will focus on why I think LNC offers me a position that meets my needs for income, safety, and potential capital gain appreciation. I will discuss their overall business, review their recent earnings call, discuss their dividend safety, potential price targets, and investment risks associated with LNC. LNC Business Operations LNC is in the financial sector of the economy and in the life and health insurance industry. LNC’s business operates in four main areas: Annuities. Life Insurance. Group Protection. Retirement Plan Services. Figure 1 – LNC Business Operations Lincoln National Corporation Looking at the graphic above, you can see that Annuities is by far LNC’s biggest operational component. LNC considers itself to be a leader in this market. Annuity volume grew 25% in 2025. More importantly, two-thirds of that growth was in spread-based products. These are products that have a lower return on assets but more stable earnings over time compared to variable annuities. LNC is trying to make its products more balanced and less exposed to market risk, so it is trying to grow its spread-based annuity business. Recent Earnings Earnings were released on February 12 th . LNC had earnings per share of $2.21, which beat estimates by $0.31. Its revenues were $4.89B, which beat estimates by $48.66M. LNC had its sixth consecutive quarter of year-over-yea...
Empirical Asset Management LLC grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 158.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 47,501 shares of the e-commerce giant's stock after purchasing an additional 29,140 shares during the period. Amazon.com makes up approximately 1.6% of Empirical Asset Management LLC's holdings,...
Empirical Asset Management LLC grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 158.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 47,501 shares of the e-commerce giant's stock after purchasing an additional 29,140 shares during the period. Amazon.com makes up approximately 1.6% of Empirical Asset Management LLC's holdings, making the stock its 12th largest position. Empirical Asset Management LLC's holdings in Amazon.com were worth $10,430,000 as of its most recent SEC filing. Get Amazon.com alerts: Sign Up Other hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC boosted its holdings in Amazon.com by 10.9% in the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant's stock worth $885,478,000 after acquiring an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Amazon.com by 4.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant's stock valued at $5,495,000 after acquiring an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG increased its holdings in shares of Amazon.com by 2.8% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant's stock valued at $442,481,000 after acquiring an additional 54,987 shares in the last quarter. Highview Capital Management LLC DE raised its position in shares of Amazon.com by 5.5% in the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant's stock worth $6,357,000 after purchasing an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC bought a new position in Amazon.com in the 4th quarter worth about $2,153,000. 72.20% of the stock is owned by institutional investors. Insider Buying and Selling at Amazon.com In other news,...
Berry Wealth Group LP decreased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 81.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 372 shares of the social networking company's stock after selling 1,638 shares during the quarter. Meta Platforms makes up about 0.9% of Berry Wealt...
Berry Wealth Group LP decreased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 81.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 372 shares of the social networking company's stock after selling 1,638 shares during the quarter. Meta Platforms makes up about 0.9% of Berry Wealth Group LP's holdings, making the stock its 24th biggest position. Berry Wealth Group LP's holdings in Meta Platforms were worth $273,000 as of its most recent filing with the Securities & Exchange Commission. Get Meta Platforms alerts: Sign Up Several other institutional investors and hedge funds have also modified their holdings of the stock. Westchester Capital Management Inc. purchased a new stake in shares of Meta Platforms during the third quarter worth $26,000. Bare Financial Services Inc purchased a new position in Meta Platforms in the second quarter valued at about $30,000. Knuff & Co LLC purchased a new position in Meta Platforms in the second quarter valued at about $44,000. Spurstone Advisory Services LLC acquired a new position in Meta Platforms in the 2nd quarter worth about $59,000. Finally, Evergreen Private Wealth LLC raised its stake in shares of Meta Platforms by 64.8% during the 3rd quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company's stock worth $65,000 after purchasing an additional 35 shares in the last quarter. 79.91% of the stock is currently owned by hedge funds and other institutional investors. Insiders Place Their Bets In other news, CFO Susan J. Li sold 56,571 shares of Meta Platforms stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $644.70, for a total value of $36,471,323.70. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CTO Andrew Bosworth sold 8,089 shares of the business's stock in a tra...
Empirical Asset Management LLC lifted its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 40.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 62,900 shares of the computer hardware maker's stock after acquiring an additional 18,127 shares during the period. NVIDIA makes up about 1.8% ...
Empirical Asset Management LLC lifted its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 40.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 62,900 shares of the computer hardware maker's stock after acquiring an additional 18,127 shares during the period. NVIDIA makes up about 1.8% of Empirical Asset Management LLC's portfolio, making the stock its 9th largest holding. Empirical Asset Management LLC's holdings in NVIDIA were worth $11,736,000 at the end of the most recent reporting period. Get NVIDIA alerts: Sign Up A number of other hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in shares of NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock valued at $43,631,000 after purchasing an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG raised its holdings in shares of NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock worth $315,100,000 after buying an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE lifted its position in shares of NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock worth $7,842,000 after buying an additional 3,653 shares during the last quarter. Hudson Value Partners LLC boosted its stake in NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock valued at $6,805,000 after buying an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. boosted its stake in NVIDIA by 15.7% in the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock valued at $715,000 after buying...
FREDERICA ABAN/iStock via Getty Images The fourth quarter of 2025 saw continued gains and new all-time highs for major US indices. R1000 Value Index continued to rally in the quarter, and outperformed the core benchmark R1000 Index. Better than expected GDP data and continued strength in corporate earnings overshadowed weakening employment data. The Federal Reserve continued to cut short term inte...
FREDERICA ABAN/iStock via Getty Images The fourth quarter of 2025 saw continued gains and new all-time highs for major US indices. R1000 Value Index continued to rally in the quarter, and outperformed the core benchmark R1000 Index. Better than expected GDP data and continued strength in corporate earnings overshadowed weakening employment data. The Federal Reserve continued to cut short term interest rates as they shift focus to the labor market while inflation data remains stable. Credit spreads show little sign of stress despite growing investor concerns around increased debt financing of artificial intelligence infrastructure spending. Health Care was the best performing sector in R1000 Value Index, led by Pharmaceutical and Biotechnology companies. Defensive sectors, such as Real Estate and Utilities underperformed. The Large Cap Value Fund ( NOLVX ) outperformed its benchmark for the quarter. The Fund invests in attractively valued stocks, with strong peer-relative profitability, cash flows, and management efficiency. In both R1000 Index and R1000 Value Index, stocks that fit in the fund’s definition of value significantly outperformed those that did not, and their respective universes in the quarter. Furthermore, the fund’s tilt towards high quality stocks slightly added to performance, primarily benefiting from high quality stocks outperforming R1000 Value index. Sector allocation modestly added to relative performance. Stock selection detracted from performance, but the positive effects from allocation to value and quality outweigh the negative effects from stock selection. Looking ahead, we will continue to seek exposure to a diverse group of high-quality, inexpensive companies. We believe the importance of high quality company fundamentals, particularly those trading at attractive valuations, will stand out and the Fund should benefit accordingly. Performance as of 12/31/25 Annualized Returns FUND QTR YTD 1 Year 3 Year 5 Year 10 Year Since Inception* Gros...
Taiwan Semiconductor Manufacturing, NYSE:TSM, is accelerating a major workforce expansion to support higher chip production. The company aims to recruit around 8,000 additional employees this year across multiple sites. The hiring push is tied to growing demand for advanced chips used in AI and data focused applications. At a share price of $347.09, Taiwan Semiconductor Manufacturing has a 1 year ...
Taiwan Semiconductor Manufacturing, NYSE:TSM, is accelerating a major workforce expansion to support higher chip production. The company aims to recruit around 8,000 additional employees this year across multiple sites. The hiring push is tied to growing demand for advanced chips used in AI and data focused applications. At a share price of $347.09, Taiwan Semiconductor Manufacturing has a 1 year return of 105.1% and a 3 year return of about 3x. Over the past month the stock has been relatively steady, with a 0.5% decline, and a 1.7% decline over the past week. That mix of strong longer term returns and recent pauses provides useful context as you consider how this hiring plan fits into the broader picture for NYSE:TSM. The decision to add roughly 8,000 roles this year reflects operational plans around advanced chip production for AI and data workloads. For investors, a key question is how this expanded workforce and production footprint might affect costs, capacity and execution risk over time, and how that aligns with individual expectations for NYSE:TSM. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Taiwan Semiconductor Manufacturing. NYSE:TSM Earnings & Revenue Growth as at Mar 2026 Advertisement Quick Assessment ✅ Price vs Analyst Target : At US$347.09, the share price is about 20% below the US$430.94 analyst consensus target. : At US$347.09, the share price is about 20% below the US$430.94 analyst consensus target. ❌ Simply Wall St Valuation : Shares are described as trading at roughly 22.7% above estimated fair value. : Shares are described as trading at roughly 22.7% above estimated fair value. ❌ Recent Momentum: The 30 day return is roughly a 0.5% decline, which lines up with the recent pause in the share price. The timing of any decision to buy, sell or hold Taiwan Semiconductor Manufacturing will depend on each investor’s individual objectives and research. For more...
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Allient (ALNT – Research Report), Oracle (ORCL – Research Report) and Micron (MU – Research Report). Allient (ALNT) In a report released today, Ted Jackson from Northland Securities maintained a Hold rating on Allient. The company’s shares closed last Monday at $60.95. According to TipRanks.com, Jackso...
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Allient (ALNT – Research Report), Oracle (ORCL – Research Report) and Micron (MU – Research Report). Allient (ALNT) In a report released today, Ted Jackson from Northland Securities maintained a Hold rating on Allient. The company’s shares closed last Monday at $60.95. According to TipRanks.com, Jackson is a 5-star analyst with an average return of 37.6% and a 54.0% success rate. Jackson covers the Industrial Goods sector, focusing on stocks such as Hyster-Yale Materials Handling, Mayville Engineering Company, and Amprius Technologies Inc. ;'> Currently, the analyst consensus on Allient is a Moderate Buy with an average price target of $74.67, implying a 18.0% upside from current levels. In a report issued on March 6, TipRanks – OpenAI also downgraded the stock to Hold with a $67.00 price target. See Insiders’ Hot Stocks on TipRanks >> Oracle (ORCL) In a report released today, Raimo Lenschow from Barclays maintained a Buy rating on Oracle, with a price target of $230.00. The company’s shares closed last Monday at $151.56. According to TipRanks.com, Lenschow is a 1-star analyst with an average return of -1.9% and a 44.2% success rate. Lenschow covers the Technology sector, focusing on stocks such as The Descartes Systems Group, DoubleVerify Holdings, and DigitalOcean Holdings. ;'> The word on The Street in general, suggests a Strong Buy analyst consensus rating for Oracle with a $263.86 average price target, implying a 75.1% upside from current levels. In a report issued on February 25, Oppenheimer also upgraded the stock to Buy with a $185.00 price target. Micron (MU) UBS analyst Timothy Arcuri maintained a Buy rating on Micron yesterday and set a price target of $475.00. The company’s shares closed last Monday at $389.32. According to TipRanks.com, Arcuri is a top 25 analyst with an average return of 39.1% and a 73.3% success rate. Arcuri covers the Technology sector, f...
北都｜港大：發展新校園或考慮發債、籌款 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】香港大學說發展北部都會區校園有需要會考慮發債。 港大舉行傳媒茶聚，校長張翔說支持北都大學城規劃，港大亦有意進駐，會研究興建新校...
北都｜港大：發展新校園或考慮發債、籌款 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】香港大學說發展北部都會區校園有需要會考慮發債。 港大舉行傳媒茶聚，校長張翔說支持北都大學城規劃，港大亦有意進駐，會研究興建新校舍用作國際合作平台。行政及財務副校長謝凌潔貞說獲批用地後會視乎設計及財務需要，不排除發債、籌款興建校舍。另外港大於上海的科研基地今個月會啟用，將有助港大的上游研究拓展到更多應用領域。
In this article ORCL Follow your favorite stocks CREATE FREE ACCOUNT Traders work on the floor of the New York Stock Exchange. NYSE Taken from CNBC’s Daily Open, our international markets newsletter — Subscribe today What you need to know today Oil was slightly higher after plunging more than 11% Tuesday, as traders expect a group of countries to tap emergency crude reserves to mitigate disruption...
In this article ORCL Follow your favorite stocks CREATE FREE ACCOUNT Traders work on the floor of the New York Stock Exchange. NYSE Taken from CNBC’s Daily Open, our international markets newsletter — Subscribe today What you need to know today Oil was slightly higher after plunging more than 11% Tuesday, as traders expect a group of countries to tap emergency crude reserves to mitigate disruption caused by the war in the Middle East. The sharp drop came despite aggressive rhetoric from U.S. President Donald Trump and Defense Secretary Pete Hegseth about attacking Iran, with Hegseth saying Tuesday "will be our most intense day of strikes." U.S. crude oil and Brent crude tumbled more than 17% before paring some losses after U.S. Secretary of Energy Chris Wright on Tuesday falsely claimed on X that the U.S. Navy had escorted a tanker through the Strait of Hormuz. The post was subsequently deleted, and confirmed to be wrong by White House press secretary Karoline Leavitt. West Texas Intermediate Crude was last up 0.35% at $83.76 a barrel, while Brent crude was flat at $87.8 a barrel. U.S. stocks ended the day mixed as traders weighed the pullback in oil prices against the risk of further escalation. Sentiment was also dented by a CBS News report indicating Iran may be moving toward deploying mines in the Strait of Hormuz. The U.S. Central Command later said American forces on Tuesday sunk several Iranian ships, including 16 minelayers, near the strait, following a post by President Donald Trump that said if Iran had put any mines in the Strait, "we want them removed, IMMEDIATELY!" Even as the Strait of Hormuz is effectively closed for most of the global oil supply, Iran has sent at least 11.7 million oil barrels to China through the waterway since the war began, according to TankerTrackers. Shipping intelligence data provider Kpler estimates around 12 million barrels of crude oil to have passed through the strait since the war started. On the artificial intelligence fr...
Iran’s new Supreme Leader Mojtaba Khamenei is “safe and sound” despite reports of an injury during the war with Israel and the United States, said the son of the Iranian president on Wednesday. “I heard news that Mr Mojtaba Khamenei had been injured. I have asked some friends who had connections. They told me that, thank God, he is safe and sound,” said Yousef Pezeshkian, who is also a government ...
Iran’s new Supreme Leader Mojtaba Khamenei is “safe and sound” despite reports of an injury during the war with Israel and the United States, said the son of the Iranian president on Wednesday. “I heard news that Mr Mojtaba Khamenei had been injured. I have asked some friends who had connections. They told me that, thank God, he is safe and sound,” said Yousef Pezeshkian, who is also a government adviser, in a post on his Telegram channel. State television had called Khamenei a “wounded veteran of the Ramadan war” but never specified his injury. Advertisement The new supreme leader is the son and successor of the Islamic Republic’s long-time ruler Ayatollah Ali Khamenei, who was killed in US-Israeli strikes on Iran on February 28 which triggered a war across the Middle East. The 56-year-old Mojtaba Khamenei, a discreet figure who has rarely appeared in public or spoken at official events, has yet to address the nation or issue a written statement since he was declared supreme leader on Sunday. Advertisement In a Wednesday report, The New York Times quoting three unnamed Iranian officials said that Khamenei “had suffered injuries, including to his legs, but that he was alert and sheltering at a highly secure location with limited communication”.