JHVEPhoto UniFirst ( UNF ) jumped 13% on a report that Cintas Corp. ( CTAS ) is in advanced discussions to purchase the uniform maker. Shares of Cintas edged higher by 0.8%. A transaction could be announced as soon as next week, according to a Bloomberg report on Thursday, which cited people familiar with the matter. The companies are discussing a price that would exceed the $275-a-share offer tha...
JHVEPhoto UniFirst ( UNF ) jumped 13% on a report that Cintas Corp. ( CTAS ) is in advanced discussions to purchase the uniform maker. Shares of Cintas edged higher by 0.8%. A transaction could be announced as soon as next week, according to a Bloomberg report on Thursday, which cited people familiar with the matter. The companies are discussing a price that would exceed the $275-a-share offer that Cintas resubmitted in December. A final decision hasn't been made and talks could still fall apart or timing could change, according to the report. The Cintas ( CTAS ) offer comes after the uniform company ended its discussions to buy UniFirst ( UNF ) for $275 a share last March after its original offer was rejected. More on UniFirst, Cintas Cintas: Near-Perfect Execution Is Already Priced In UniFirst Corporation (UNF) Q1 2026 Earnings Call Transcript UniFirst Sale Is Unlikely - Family Control May Continue To Block All Acquisition Offers UniFirst declares $0.365 dividend UniFirst reaffirms $2.475B–$2.495B revenue outlook for 2026 amid ongoing Cintas proposal review
Weir Group press release ( WEIGF ): FY operating revenue £2,565M. More on The Weir Group PLC The Weir Group PLC 2025 Q4 - Results - Earnings Call Presentation The Weir Group PLC (WEGRY) Q4 2025 Earnings Call Transcript The Weir Group PLC (WEGRY) Analyst/Investor Day - Slideshow Seeking Alpha’s Quant Rating on The Weir Group PLC Historical earnings data for The Weir Group PLC
Weir Group press release ( WEIGF ): FY operating revenue £2,565M. More on The Weir Group PLC The Weir Group PLC 2025 Q4 - Results - Earnings Call Presentation The Weir Group PLC (WEGRY) Q4 2025 Earnings Call Transcript The Weir Group PLC (WEGRY) Analyst/Investor Day - Slideshow Seeking Alpha’s Quant Rating on The Weir Group PLC Historical earnings data for The Weir Group PLC
10'000 Hours/DigitalVision via Getty Images Investment Summary My previous investment thought on Flywire Corporation ( FLYW ) was a buy rating because all the growth metrics were healthy, and I believed there were tangible growth catalysts previously. Fast forward ~18 months later, growth is still solid, and FLYW is pushing deeper into workflows through SFS. Margins were messy this quarter, but EB...
10'000 Hours/DigitalVision via Getty Images Investment Summary My previous investment thought on Flywire Corporation ( FLYW ) was a buy rating because all the growth metrics were healthy, and I believed there were tangible growth catalysts previously. Fast forward ~18 months later, growth is still solid, and FLYW is pushing deeper into workflows through SFS. Margins were messy this quarter, but EBITDA still grew strongly, which supports the operating leverage angle. 4Q25 Results Update FLYW continues to show growth strength. In this Q4 quarter , reported revenue was up 34% y/y to $157.5 million, albeit Sertifi added $14.2 million, or 1200 bps of growth. Without that, organic growth was still >20%, which is very healthy. Viewed from a revenue-less ancillary services basis (revenue excluding pass-through printing/mailing and marketing fees), revenue was $152.7 million, which was up 35.3% y/y. Operating metrics also saw good trends: total payment volume [TPV] was up ~36% y/y to $9.3 billion, and 31% when excluding Sertifi. The part that made this quarter not as clean was margins. GAAP gross margin contracted close to 600 bps y/y (now at 57.6%), and adj. gross margin contracted by close to 470 bps y/y. Management did say the contraction was due to the mix and ramping up of certain payment processing programs, plus currency settlement impacts. That said, adj. EBITDA still grew strongly by ~52% y/y. Which means adj. EBITDA could’ve been stronger if not for these headwinds. The Growth Profile Becomes More Durable, and the Business Gets Stickier While growth is not as strong as I thought previously, I think what matters today is that FLYW showed the market it can grow without needing a perfect education admission backdrop. And understanding how FLYW does it instills confidence that this growth is durable. It is essentially what FLYW calls "Enterprise Transformation via SFS," which is FLYW’s effort to embed itself into how schools run billing and collections, using Student F...
The electric vehicle (EV) market expanded rapidly over the past decade. Still, its growth is gradually cooling as governments roll back subsidies, tariffs disrupt cross-border shipments, and macro headwinds throttle consumer spending. The fragmentation of the EV market has also made it more challenging for smaller and newer companies to scale their businesses. That said, the global EV market is st...
The electric vehicle (EV) market expanded rapidly over the past decade. Still, its growth is gradually cooling as governments roll back subsidies, tariffs disrupt cross-border shipments, and macro headwinds throttle consumer spending. The fragmentation of the EV market has also made it more challenging for smaller and newer companies to scale their businesses. That said, the global EV market is still growing. From 2025 to 2030, it could expand at a 32.5% CAGR, according to Grand View Research, as automakers launch cheaper and more power-efficient EVs. If you want to capitalize on that trend, you should consider investing in these two unloved but undervalued EV stocks: Nio (NIO 4.24%) and Rivian (RIVN 0.91%). The differences between Nio and Rivian Nio is a Chinese EV maker that differentiates itself with swappable batteries, which can be quickly swapped out across its network of more than 3,500 battery-swapping stations. Its namesake brand sells higher-end sedans and SUVs, while its smaller Onvo and Firefly sub-brands, which both launched in 2024, sell cheaper SUVs and compact cars, respectively. It's been expanding into Europe to reduce its dependence on the Chinese market. Rivian is an American EV maker that sells three types of EVs: the R1T pickup truck, the R1S SUV, and custom electric delivery vans (EDVs) for Amazon (AMZN +0.40%) and other companies. It plans to launch its next commercial vehicle, the R2 SUV, this month. Which EV maker is growing faster? Nio's annual deliveries more than doubled in 2020 and 2021, but tougher macro and competitive headwinds subsequently throttled its growth. Nevertheless, its deliveries still grew 32% in 2022, 31% in 2023, 39% in 2024, and 47% to 326,028 vehicles in 2025. That reacceleration was driven by its strong sales of ET-series sedans and Onvo SUVs in China, as well as its expansion into more European markets. Economies of scale are also kicking in and boosting its vehicle margins, and it expects to post its first adjusted...
Key Points Nio’s EV sales are surging in China and Europe. Rivian’s R2 could re-ignite its sales growth and boost its margins. 10 stocks we like better than Nio › The electric vehicle (EV) market expanded rapidly over the past decade. Still, its growth is gradually cooling as governments roll back subsidies, tariffs disrupt cross-border shipments, and macro headwinds throttle consumer spending. Th...
Key Points Nio’s EV sales are surging in China and Europe. Rivian’s R2 could re-ignite its sales growth and boost its margins. 10 stocks we like better than Nio › The electric vehicle (EV) market expanded rapidly over the past decade. Still, its growth is gradually cooling as governments roll back subsidies, tariffs disrupt cross-border shipments, and macro headwinds throttle consumer spending. The fragmentation of the EV market has also made it more challenging for smaller and newer companies to scale their businesses. That said, the global EV market is still growing. From 2025 to 2030, it could expand at a 32.5% CAGR, according to Grand View Research, as automakers launch cheaper and more power-efficient EVs. If you want to capitalize on that trend, you should consider investing in these two unloved but undervalued EV stocks: Nio (NYSE: NIO) and Rivian (NASDAQ: RIVN). 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 » The differences between Nio and Rivian Nio is a Chinese EV maker that differentiates itself with swappable batteries, which can be quickly swapped out across its network of more than 3,500 battery-swapping stations. Its namesake brand sells higher-end sedans and SUVs, while its smaller Onvo and Firefly sub-brands, which both launched in 2024, sell cheaper SUVs and compact cars, respectively. It's been expanding into Europe to reduce its dependence on the Chinese market. Rivian is an American EV maker that sells three types of EVs: the R1T pickup truck, the R1S SUV, and custom electric delivery vans (EDVs) for Amazon (NASDAQ: AMZN) and other companies. It plans to launch its next commercial vehicle, the R2 SUV, this month. Which EV maker is growing faster? Nio's annual deliveries more than doubled in 2020 and 2021, but tougher macro and competitive headwinds subsequently throttled its ...
兩會｜丁薛祥出席全國政協港澳聯組會議 指落實「十五五」規劃需社會配合 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】主管港澳事務的副總理丁薛祥出席全國政協港澳聯組會議。 丁薛祥連續三年出席會議，聽取委員發言。港澳...
兩會｜丁薛祥出席全國政協港澳聯組會議 指落實「十五五」規劃需社會配合 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】主管港澳事務的副總理丁薛祥出席全國政協港澳聯組會議。 丁薛祥連續三年出席會議，聽取委員發言。港澳辦主任夏寶龍、中聯辦主任周霽也有列席。會議由全國政協副主席梁振英主持，討論政府工作報告，全國政協常委林建岳首先發言，丁薛祥回應時指，未來落實「十五五」規劃需要社會各方面配合支持行政主導。 丁薛祥：「落實『十五五』規劃，香港大陸相融合發展，使命、責任是兩個方面，就是要行政主導的重要意義、必要性。如何落實也不是那麼容易的事，既需要行政長官、特區政府要增強意識，當家人的意識，也需要社會各方面，包括立法會、司法機關、立法機關共同配合、共同支持。行政主導它不是行政長官一個人的事，也是我們香港、澳門特區政府，香港、澳門廣大市民、社會各界共同的事。」
MPF｜香港精算學會倡開發適合銀髮族產品 應付長遠退休開支需求 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】香港精算學會預料2045年強積金資產規模達4.2萬億元，建議開發適合銀髮族產品應付人口老化帶來的長遠退...
MPF｜香港精算學會倡開發適合銀髮族產品 應付長遠退休開支需求 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】香港精算學會預料2045年強積金資產規模達4.2萬億元，建議開發適合銀髮族產品應付人口老化帶來的長遠退休開支需求。 香港精算學會退休金及僱員福利委員會成員及專案負責人周沛言：「對退休人士來説都有不同階段，可能剛剛踏入退休年齡時，他們會比較關注如何保障他們對抗通脹，一些能夠對抗通脹、提高穩定收入的產品會適合他們。至於已經踏入退休一段時間的人士，他們比較關注如何保障長期需要，壽命愈來愈長的時候，是否有足夠的金錢應付未來的開支。」
Nottingham Forest's global head of football Edu has been asked to stay away from the club's training ground amid mounting uncertainty over his future. BBC Sport reported on Monday that the executive's role at the City Ground is under significant internal scrutiny owing to the club's poor season so far. Forest are 17th in the Premier League and level on points with West Ham, outside the relegation ...
Nottingham Forest's global head of football Edu has been asked to stay away from the club's training ground amid mounting uncertainty over his future. BBC Sport reported on Monday that the executive's role at the City Ground is under significant internal scrutiny owing to the club's poor season so far. Forest are 17th in the Premier League and level on points with West Ham, outside the relegation zone only on goal difference. It is understood Edu, 47, has not been present at a Forest's three most recent games, against Fenerbahce, Brighton and Manchester City. The club have declined to comment but sources close to Forest insist that Edu continues to work as normal.
May arabica coffee (KCK26) today is up +1.40 (+0.49%), and May ICE robusta coffee (RMK26) is up +13 (+0.35%). Coffee prices are moving higher today on supply concerns. The war in Iran has halted shipping through the Strait of Hormuz, boosting global shipping rates, insurance, and fuel costs, which will raise costs for coffee importers and roasters. Today's strength in the dollar ($DXY) is limiting...
May arabica coffee (KCK26) today is up +1.40 (+0.49%), and May ICE robusta coffee (RMK26) is up +13 (+0.35%). Coffee prices are moving higher today on supply concerns. The war in Iran has halted shipping through the Strait of Hormuz, boosting global shipping rates, insurance, and fuel costs, which will raise costs for coffee importers and roasters. Today's strength in the dollar ($DXY) is limiting the upside in coffee prices. Don’t Miss a Day: Beneficial rains in Brazil have improved the outlook for the country's coffee crop, and are a bearish factor for prices. Somar Meteorologia reported Monday that Brazil's largest arabica coffee-growing area, Minas Gerais, received 78 mm of rain during the week ended February 20, or 131% of the historical average. Coffee prices have sold off sharply over the past five weeks, with arabica falling to a 15-month low last Tuesday and robusta tumbling to a 6.75-month low last Monday as signs of a bumper Brazilian coffee crop have improved the global supply outlook. On February 5, Conab, Brazil's crop forecasting agency, said that Brazil's 2026 coffee production will climb by +17.2% y/y to a record 66.2 million bags, with arabica production up +23.2% y/y to 44.1 million bags and robusta production up +6.3% y/y to 22.1 million bags. Meanwhile, last Wednesday, Rabobank said that global coffee production is projected to reach a record 180 million bags in the 2026/27 season, up by about 8 million bags from a year earlier. Soaring coffee exports from Vietnam, the world's largest robusta producer, are bearish for robusta prices. On February 6, Vietnam's National Statistics Office reported that Vietnam's Jan coffee exports surged +38.3% y/y to 198,000 MT. Vietnam's 2025 coffee exports jumped by +17.5% y/y to 1.58 MMT. Also, Vietnam's 2025/26 coffee production is projected to climb +6% y/y to a 4-year high of 1.76 MMT (29.4 million bags). The recovery in ICE coffee inventories is negative for prices. ICE-monitored arabica inventories fell to ...
April WTI crude oil (CLJ26) today is up +4.88 (+6.54%), and April RBOB gasoline (RBJ26) is up +0.1222 (+4.86%). Crude oil and gasoline prices are soaring today, with crude posting a 13.5-month nearest-futures high and gasoline posting a 1.75-year high. Crude prices continued to climb as the war in the Middle East entered its sixth day with no sign of resolution. The Strait of Hormuz remains closed...
April WTI crude oil (CLJ26) today is up +4.88 (+6.54%), and April RBOB gasoline (RBJ26) is up +0.1222 (+4.86%). Crude oil and gasoline prices are soaring today, with crude posting a 13.5-month nearest-futures high and gasoline posting a 1.75-year high. Crude prices continued to climb as the war in the Middle East entered its sixth day with no sign of resolution. The Strait of Hormuz remains closed, halting most energy shipments from the Persian Gulf. Also, China today told its largest refiner to suspend exports of diesel and gasoline due to the escalating conflict in the Persian Gulf, which will tighten global fuel supplies and push fuel prices even higher. Don’t Miss a Day: The closure of the Strait of Hormuz has halted most energy shipments from the Persian Gulf and is bullish for energy prices. Iran's Islamic Revolutionary Guard Corps has warned ships not to sail through the passageway, saying that vessels "could be at risk from missiles or rogue drones." The closure of the Strait of Hormuz, which handles a fifth of the world's oil, has forced Gulf producers unable to export their oil to stockpile the crude in storage tanks. Iraq and Saudi Arabia, OPEC's largest producers, have curbed crude production as the halt to their exports is filling up their storage facilities. Kayrros reported on Wednesday that four of six tanks at Saudi Arabia's Ras Tanura refinery were full, and the Ju'aymah terminal on the country's east coast is quickly running out of spare capacity. Goldman Sachs estimates the real-time risk premium for crude oil at $18/bbl, corresponding to its estimate of the impact of a six-week full halt to tanker traffic in the Strait of Hormuz. Also, damage from an intercepted Iranian drone caused a major fire on Tuesday at the United Arab Emirates' major oil-trading hub, Fujairah, one of the largest oil storage centers in the Middle East. In addition, Iranian drone attacks forced Saudi Arabia to shut down its Ras Taura refinery, the country's largest, which r...
The S&P 500 Index ($SPX) (SPY) today is down -0.67%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -1.46%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.36%. March E-mini S&P futures (ESH26) are down -0.70%, and March E-mini Nasdaq futures (NQH26) are down -0.45%. Stock indexes are under pressure today amid concerns about inflation, as oil prices rose amid mounting disruptions to ener...
The S&P 500 Index ($SPX) (SPY) today is down -0.67%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -1.46%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.36%. March E-mini S&P futures (ESH26) are down -0.70%, and March E-mini Nasdaq futures (NQH26) are down -0.45%. Stock indexes are under pressure today amid concerns about inflation, as oil prices rose amid mounting disruptions to energy markets from the war in Iran. WTI crude (CLJ26) is up more than +6% at a 13.5-month high, fueling inflation concerns and sending bond yields higher. The 10-year T-note yield rose to a 3-week high today of 4.15%. Join 200K+ Subscribers: Stocks have underlying support from some positive economic and corporate news. Weekly US jobless claims rose less than expected, and Q4 nonfarm productivity rose more than expected. Also, Broadcom is up by more than 5% after CEO Tan said the company expects AI chip sales to top $100 billion next year. In addition, strength in software stocks today is limiting losses in the broader market. The US-Israeli war on Iran entered a sixth day with Iran pledging to escalate its retaliation. Arab states across the Persian Gulf reported interceptions of Iranian missiles and drones overnight and into today. Crude prices continued to climb and posted a 13.5-month high today as the Strait of Hormuz remains closed, halting most energy shipments from the Persian Gulf. Iran's Islamic Revolutionary Guard Corps has warned ships not to sail through the passageway, saying that vessels "could be at risk from missiles or rogue drones." The closure of the Strait of Hormuz, which handles a fifth of the world's oil, has curbed exports and forced Gulf producers to stockpile the crude locally in storage tanks. Iraq, OPEC's second-largest producer, shut down oil production at its largest oil fields in Rumalia as local storage tanks filled up. Also, Kayrros reported on Wednesday that four of six tanks at Saudi Arabia's Ras Tanura refinery were full, and the Ju'aymah te...
The Tel-Aviv Stock Exchange press release ( TVAVF ): Q4 Revenue of NIS 149.3M (+29.4% Y/Y). The net profit in the fourth quarter of 2025 totaled NIS 51.7 million, an all-time high, compared to NIS 25.4 million in the corresponding quarter in 2024, a 104% increase. The adjusted EBITDA in the fourth quarter of 2025 totaled NIS 80.8 million, an all-time high, compared to NIS 46.8 million in the corre...
The Tel-Aviv Stock Exchange press release ( TVAVF ): Q4 Revenue of NIS 149.3M (+29.4% Y/Y). The net profit in the fourth quarter of 2025 totaled NIS 51.7 million, an all-time high, compared to NIS 25.4 million in the corresponding quarter in 2024, a 104% increase. The adjusted EBITDA in the fourth quarter of 2025 totaled NIS 80.8 million, an all-time high, compared to NIS 46.8 million in the corresponding quarter in 2024 - a 73% increase. Costs in the fourth quarter of 2025 totaled NIS 84.5 million, compared to costs of NIS 84.2 million in the corresponding quarter last year. Net financing income in the fourth quarter of 2025 totaled NIS 2.5 million, compared to net financing income of NIS 2.6 million in the corresponding quarter last year. Taxes on income in the fourth quarter of 2025 totaled NIS 15.7 million, compared to NIS 8.4 million in the corresponding quarter last year, an 86% increase. The increase in the tax expenses was due mainly to the increase in the pre-tax profit. More on The Tel-Aviv Stock Exchange Seeking Alpha’s Quant Rating on The Tel-Aviv Stock Exchange Historical earnings data for The Tel-Aviv Stock Exchange Dividend scorecard for The Tel-Aviv Stock Exchange Financial information for The Tel-Aviv Stock Exchange
juvaida khatun/iStock via Getty Images Market Review Heading into 2026, the macro backdrop reflects a measured balance. Equity performance was broadly positive across developed and emerging markets. Cooling inflation across major economies, resilient economic growth and improving visibility on corporate earnings supported investor confidence, despite ongoing geopolitical and policy uncertainty. Ri...
juvaida khatun/iStock via Getty Images Market Review Heading into 2026, the macro backdrop reflects a measured balance. Equity performance was broadly positive across developed and emerging markets. Cooling inflation across major economies, resilient economic growth and improving visibility on corporate earnings supported investor confidence, despite ongoing geopolitical and policy uncertainty. Risk sentiment was further boosted by selective central bank easing and year-end portfolio rebalancing, underpinning gains across global equities. The S&P 500® Index increased by 2.66% for the quarter. Within the index, eight of the 11 Global Industry Classification Standard (GICS) equity sectors finished in positive territory, led by health care and communication services. Value stocks outperformed growth stocks. Among other major equity benchmarks, the MSCI EAFE Index, a measure of developed markets excluding the US and Canada, increased by 4.86%, while the MSCI Emerging Markets Index increased by 4.73%. In the US, equities generally advanced during the fourth quarter. The Dow Jones Industrial Average® increased by 4.03%, while the NASDAQ 100 Index® increased by 2.47%. US fixed-income markets also posted gains. Markets proved resilient amid elevated uncertainty driven by a prolonged federal government shutdown and ongoing geopolitical tensions in the Middle East. Inflation, as measured by the headline consumer-price index, eased gradually from 3.0% year-over-year in September to 2.7% year-over-year in November. Labor market data, while disrupted and delayed, pointed to slowing momentum rather than a sharp deterioration. Economic growth remained firm, with third-quarter gross domestic product (GDP) rising at a solid 4.3% annualized, supported by consumer spending and government outlays despite softer retail sales and business investment. Against this backdrop, the Federal Reserve cut rates by 25 basis points (bps) early in the quarter, while maintaining a cautious tone and r...
Key Points Where you put your retirement savings affects how much money you'll end up with. Retirement accounts vary in terms of contribution limits, taxation, and when they allow you to withdraw the money. Make sure you understand the rules for each retirement account you use. The $23,760 Social Security bonus most retirees completely overlook › From the time I first entered the workforce, I unde...
Key Points Where you put your retirement savings affects how much money you'll end up with. Retirement accounts vary in terms of contribution limits, taxation, and when they allow you to withdraw the money. Make sure you understand the rules for each retirement account you use. The $23,760 Social Security bonus most retirees completely overlook › From the time I first entered the workforce, I understood how important it was to save for retirement. I opened my first retirement account at 20 and began making regular contributions soon after. While I'm glad I got that early start, I still made my share of mistakes with retirement savings. There's one thing in particular I wish I'd understood a lot sooner. 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 » Where you put your savings is critical There's a reason there are so many types of retirement accounts: Each has its unique pros and cons. Understanding these is key to choosing the right accounts for your savings. For example, if you qualify for a 401(k) match, you should definitely start saving with it every year. Missing out on this is essentially giving up free money. When you're in a low tax bracket, a Roth account is a great choice. You'll pay taxes on your contributions now, but all your withdrawals from that account will be tax-free in retirement, provided you're at least 59 1/2 and have had a Roth account for at least five years. Retirement accounts also differ in their annual contribution limits and the exceptions they allow for the early-withdrawal penalties. All of these factors can affect how easily you can access your money and how much savings you wind up with in retirement, so it's important to choose your accounts carefully. Make sure you review the rules of each retirement account available to you before you decide which one(s) makes ...
Shares of Walmart (WMT 4.12%) traded roughly 4.3% lower, as of 1:18 p.m. ET. The stock received negative sentiment from Wall Street earlier today. Valuation concerns Walmart has been a superb stock to own. It's up about 28% over the past year and 185% in the past five years. The company has moved beyond its traditional brick-and-mortar retail business and built out other successful revenue streams...
Shares of Walmart (WMT 4.12%) traded roughly 4.3% lower, as of 1:18 p.m. ET. The stock received negative sentiment from Wall Street earlier today. Valuation concerns Walmart has been a superb stock to own. It's up about 28% over the past year and 185% in the past five years. The company has moved beyond its traditional brick-and-mortar retail business and built out other successful revenue streams, including e-commerce, using its stores as fulfillment centers, a membership model, and even an advertising business. But Wall Street analyst Hans Engel from the Austrian bank Erste Group thinks the valuation is now too high. At the time of the note, Engel noted that Walmart's price-to-earnings (P/E) ratio was close to 47. Expand NASDAQ : WMT Walmart Today's Change ( -4.12 %) $ -5.27 Current Price $ 122.54 Key Data Points Market Cap $1.0T Day's Range $ 121.66 - $ 125.65 52wk Range $ 79.81 - $ 134.69 Volume 1.3M Avg Vol 31M Gross Margin 25.40 % Dividend Yield 0.74 % "The expected P/E ratio is currently much higher than the average of peer companies," Engel wrote, lowering his rating on Walmart from a buy rating to hold. Even strong companies have their limits Engel's note certainly raises a valid point. How many stocks that are considered defensive plays receive a valuation approaching 50 times earnings? Walmart has certainly executed well, building out several powerful revenue streams. Stocks often trade at premiums when investors believe they have a perceived and lasting competitive advantage, or moat, in their industry. Walmart has not only demonstrated consistent growth but is also a Dividend King, meaning it has paid and raised its annual dividend for over 50 years, which also appeals to investors who focus solely on passive income. Ultimately, I think investors can continue to buy and hold Walmart as a long-term defensive play. However, the valuation is definitely high, which may limit its near- to medium-term upside.
Key Points Marathon Asset Management exited 300,000 shares of Cinemark Holdings in the fourth quarter. The quarter-end position value decreased by $8.41 million, reflecting the share sale. The position was previously 11.2% of the fund's AUM as of the prior quarter. 10 stocks we like better than Cinemark › On February 17, 2026, Marathon Asset Management disclosed in an SEC filing that it sold out i...
Key Points Marathon Asset Management exited 300,000 shares of Cinemark Holdings in the fourth quarter. The quarter-end position value decreased by $8.41 million, reflecting the share sale. The position was previously 11.2% of the fund's AUM as of the prior quarter. 10 stocks we like better than Cinemark › On February 17, 2026, Marathon Asset Management disclosed in an SEC filing that it sold out its entire Cinemark Holdings (NYSE:CNK) position, an estimated $8.41 million trade based on last-disclosed position values. What happened Marathon Asset Management reported in a recent SEC filing dated February 17, 2026, that it fully liquidated its Cinemark Holdings stake during the fourth quarter of 2025. The quarter-end value of the Cinemark position decreased by $8.41 million, reflecting the share sale. What else to know Marathon Asset Management’s Cinemark stake previously represented 11.2% of AUM in the prior quarter. Top holdings after this filing: NYSEMKT:SPY: $24.22 million (38.9% of AUM) NYSE:EAF: $20.09 million (32.2% of AUM) NYSEMKT:JHHY: $3.24 million (5.2% of AUM) NYSE:UNH: $2.87 million (4.6% of AUM) NASDAQ:PYPL: $2.63 million (4.2% of AUM) As of February 17, 2026, shares of Cinemark Holdings were priced at $25.36, down 22.4% over the past year. Company overview Metric Value Revenue (TTM) $3.1 billion Net Income (TTM) $136.6 million Dividend Yield 1.30% Price (as of market close 2/17/26) $25.36 Company snapshot Cinemark Holdings operates multiplex movie theatres, generating revenue primarily from box office ticket sales, concessions, and on-screen advertising. Its business model centers on maximizing attendance and per-patron spend through a broad film slate, premium amenities, and ancillary revenue streams. The firm serves moviegoers in the United States and Latin America, targeting families, young adults, and entertainment-seeking consumers. Cinemark Holdings together with its subsidiaries, engages in the motion picture exhibition business. The company was f...
The US will not give India the same kind of economic advantages it gave China, which allowed that country to emerge as a major competitor, Deputy Secretary of State Christopher Landau said on Thursday, signalling Washington’s cautiousness in negotiations over a trade deal. While the US wants to work with India to unlock its “limitless potential,” India should understand that “we are not going to m...
The US will not give India the same kind of economic advantages it gave China, which allowed that country to emerge as a major competitor, Deputy Secretary of State Christopher Landau said on Thursday, signalling Washington’s cautiousness in negotiations over a trade deal. While the US wants to work with India to unlock its “limitless potential,” India should understand that “we are not going to make the same mistakes with India that we made with China 20 years ago”, Landau said at the Raisina Dialogue, India’s flagship conference on geopolitics and geoeconomics. Landau also offered to work with India to address long- and short-term issues in meeting its energy challenges as supply disruptions from the Middle East crisis threaten fuel stockpiles. Advertisement India has avoided taking sides in the widening conflict, as it finalises a trade deal under negotiation since US President Donald Trump took office. Washington last month cut tariffs on Indian goods to 18 per cent from 50 per cent after several rounds of talks. US Deputy Secretary of State Christopher Landau attends a press conference in La Paz, Bolivia, in November 2025. Photo: Reuters India, like other countries, is attempting to balance growth at a time when the US is using tariffs in geopolitical negotiations.