Wasatch Advisors cut its holding in Valvoline (NYSE:VVV) by 2,082,251 shares in the fourth quarter, an estimated $66.85 million trade based on quarterly average pricing, according to a February 12, 2026, SEC filing. According to a Securities and Exchange Commission (SEC) filing dated February 12, 2026, Wasatch Advisors reduced its position in Valvoline by 2,082,251 shares during the fourth quarter...
Wasatch Advisors cut its holding in Valvoline (NYSE:VVV) by 2,082,251 shares in the fourth quarter, an estimated $66.85 million trade based on quarterly average pricing, according to a February 12, 2026, SEC filing. According to a Securities and Exchange Commission (SEC) filing dated February 12, 2026, Wasatch Advisors reduced its position in Valvoline by 2,082,251 shares during the fourth quarter of 2025. The estimated transaction value was $66.85 million based on the average closing price in the quarter. The quarter-end value of the position decreased by $130.56 million, a figure that reflects both trading and market price changes. Valvoline Inc. is a leading provider of automotive maintenance products and quick-lube services, operating a broad network of branded service centers and distributing products worldwide. The company leverages its established brand and extensive distribution channels to address the needs of both retail and commercial customers. Its integrated model and global reach support a competitive position in the automotive aftermarket sector. Continue reading
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday's key moments. 1. The S & P 500 bounced Tuesday, helped by a rise in embattled enterprise software stocks. Salesforce jumped more than 3.5% in Tuesday's session, putting a small dent in its recent plunge on AI disruption concerns. The Club name reports earnings We...
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday's key moments. 1. The S & P 500 bounced Tuesday, helped by a rise in embattled enterprise software stocks. Salesforce jumped more than 3.5% in Tuesday's session, putting a small dent in its recent plunge on AI disruption concerns. The Club name reports earnings Wednesday evening. Advanced Micro Devices was a big winner, with shares gaining 7%, on its AI chip deal with portfolio stock Meta Platforms . Club stock Home Depot gained 3% after the retailer delivered a solid quarter. Watch your texts and email inboxes for our upcoming Home Depot earnings analysis, and tune in to our Monthly Meeting on Friday for an update on the entire portfolio. 2. Eli Lilly shares were modestly lower after competitor Novo Nordisk said it is cutting U.S. list prices for GLP-1s Ozempic (diabetes) and Wegovy (obesity) by up to 50%. Eli Lilly is taking a slight hit because the market doesn't like price wars, said Jeff Marks, director of portfolio analysis for the Club. "Lilly has always said they have the superior product, and a superior product commands a superior price. So they could probably price above it," Jeff said. Jim called the minimal hit to Lilly's stock "good news" because it wasn't more. Lilly makes Mounjaro and Zepound, which compete with Ozempic and Wegovy. 3. TJX , which reports earnings before Wednesday's opening bell, is well-positioned as consumers continue to be attracted to the treasure hunt experience of finding quality brands at bargain prices. "This company trades on the amount of merchandise for sale — and, therefore, they can pick and choose," as department stores struggle, Jim said. The retailer behind T.J. Maxx, Marshalls, and HomeGoods, typically under-promises on guidance and over-delivers on earnings. "You have to own it," Jim said. "It's been a winner." (Jim Cramer's Charitable Trust is long META, LLY, TJX See here for a full ...
Despite being regarded as one of the greatest role-playing games of all time, The Elder Scrolls III: Morrowind disappointed some fans upon its release in 2002 because it didn't match the colossal scope of its predecessor, The Elder Scrolls II: Daggerfall . Almost immediately, fans began modding the remaining parts of the series’ fictional continent, Tamriel, into the game. Over 20 years later, tho...
Despite being regarded as one of the greatest role-playing games of all time, The Elder Scrolls III: Morrowind disappointed some fans upon its release in 2002 because it didn't match the colossal scope of its predecessor, The Elder Scrolls II: Daggerfall . Almost immediately, fans began modding the remaining parts of the series’ fictional continent, Tamriel, into the game. Over 20 years later, thousands of volunteers have collaborated on the mod projects Tamriel Rebuilt and Project Tamriel , building a space comparable in size to a small country. Such projects often sputter out, but these have endured, thanks in part to a steady stream of small, manageable updates instead of larger, less frequent ones. A tale of (at least two) mods It's true that Daggerfall included an entire continent’s worth of content, but it was mostly composed of procedurally generated liminal space. By contrast, Morrowind contained just a single island—not even the entire province after which the game was named. The difference was that it was handcrafted. Read full article Comments
Higher interest rates provide a natural boost to banks' profits, but those institutions don't want to get caught flatfooted when rates fall. They need additional revenue sources to make up for any lost profits connected to lower interest rates. Texas Capital Bancshares (NASDAQ: TCBI) has been quietly building those dependable revenue generators, and its treasury services, wealth management, invest...
Higher interest rates provide a natural boost to banks' profits, but those institutions don't want to get caught flatfooted when rates fall. They need additional revenue sources to make up for any lost profits connected to lower interest rates. Texas Capital Bancshares (NASDAQ: TCBI) has been quietly building those dependable revenue generators, and its treasury services, wealth management, investment banking , and other fee‑based segments have stepped up as meaningful contributors. That may not be the kind of story that stands out in the crowded financial news space, but for investors, Texas Capital Bancshares is worth getting to know. Continue reading
The cost of private school in the US is inching closer to $50,000, according to a new report by S&P Global Ratings . Annual average tuition reached new highs, according to the rating firm’s report on 59 schools in the the sector released Tuesday. For day schools it jumped about 5% to $49,745 on average and for boarding schools, tuition rose 3.5% to $75,466. The percentage increases were less than ...
The cost of private school in the US is inching closer to $50,000, according to a new report by S&P Global Ratings . Annual average tuition reached new highs, according to the rating firm’s report on 59 schools in the the sector released Tuesday. For day schools it jumped about 5% to $49,745 on average and for boarding schools, tuition rose 3.5% to $75,466. The percentage increases were less than last year, when day schools saw tuition climb by the most in at least a decade. Read More: NYC Private School Tuition Breaks $70,000 Milestone for Fall Despite the soaring costs, enrollment grew at just under two-thirds of the private schools that S&P rates. Institutions like Phillips Academy Andover , Castilleja School Foundation in Palo Alto, and Harvard-Westlake School in Los Angeles were included in the report. Independent private schools have the ability to “exert their pricing power,” said Sue Ryu, a senior analyst at S&P. “They sit at this intersection that’s very advantageous.” Compared with other educational institutions, private schools can navigate challenges better, Ryu added. The education industry as a whole is contending with the dwindling population of school-age kids due to the drop in birth rate, and a rise in competition as school choice policies open the door to more options for families. Among the schools rated by S&P, which span more than 20 states, the median headcount rose 6% to 705 from a year ago. And tuition fees make up about 73% of revenue, the report said. To justify the sky-high fees, schools are increasingly looking to upgrade facilities and services to attract a shrinking pool of students. “People are really focused on modernizing athletic facilities, adding wellness centers, renovating, adding STEM spaces just to remain competitive because there are so many great private school options as well as tuition-free alternative competitors,” said Ryu. Besides being able to sell municipal bonds or private debt, private schools have a unique edge wi...
When Sammy Azdoufal found he had access to data from robot vacuum cleaners around the world, he told a tech publication. But the implications could be mind-boggling Name: The accidental hacker. Age: It doesn’t matter how old Sammy Azdoufal is. What he did is what’s important here, and what he did is very much of the age. Continue reading...
When Sammy Azdoufal found he had access to data from robot vacuum cleaners around the world, he told a tech publication. But the implications could be mind-boggling Name: The accidental hacker. Age: It doesn’t matter how old Sammy Azdoufal is. What he did is what’s important here, and what he did is very much of the age. Continue reading...
Greif ( GEF.B ) declares $0.84/share quarterly dividend , 1.2% increase from prior dividend of $0.83. Forward yield 3.82% Payable April 1; for shareholders of record March 16; ex-div March 16. See GEF.B Dividend Scorecard, Yield Chart, & Dividend Growth. More on Greif Greif, Inc. (GEF) Q1 2026 Earnings Call Transcript Greif, Inc. 2026 Q1 - Results - Earnings Call Presentation Price increases by Ca...
Greif ( GEF.B ) declares $0.84/share quarterly dividend , 1.2% increase from prior dividend of $0.83. Forward yield 3.82% Payable April 1; for shareholders of record March 16; ex-div March 16. See GEF.B Dividend Scorecard, Yield Chart, & Dividend Growth. More on Greif Greif, Inc. (GEF) Q1 2026 Earnings Call Transcript Greif, Inc. 2026 Q1 - Results - Earnings Call Presentation Price increases by Cascades are positive sign for packaging industry: Truist Greif reaffirms $630M EBITDA and $315M free cash flow targets for 2026 amid margin expansion and aggressive cost optimization Seeking Alpha’s Quant Rating on Greif
Jonathan Kitchen/DigitalVision via Getty Images It is the time to utilize Warren Buffett's investing mantra of buying when others are fearful of mega-cap stocks. Investor fear over an AI-related burst and software industry disruption created a broader tech selloff, sending the mega caps and tech sector closer to correction territory. While AI is eating jobs and hitting a few industries, the techno...
Jonathan Kitchen/DigitalVision via Getty Images It is the time to utilize Warren Buffett's investing mantra of buying when others are fearful of mega-cap stocks. Investor fear over an AI-related burst and software industry disruption created a broader tech selloff, sending the mega caps and tech sector closer to correction territory. While AI is eating jobs and hitting a few industries, the technology is making hundreds of billions of dollars for tech companies. Therefore, it’s unrealistic to call it a speculative bubble, in my view. In particular, mega-cap tech stocks are leading the AI market due to their gigantic investment potential. Moreover, a valuation factor now appears attractive after the recent selloff along with the robust earnings growth outlook. I maintain my buy rating on Vanguard Mega Cap Growth Index Fund ( MGK ). MGK's Performance and Price Target MGK price return (Seeking Alpha) Vanguard Mega Cap Growth Index Fund ETF began 2026 with concerns over global geopolitical tensions, fear over an AI-related burst, and investors rotating to non-tech stocks. Consequently, MGK’s price plunged nearly 10% from its recent peak. I do not expect MGK’s shares to hover in a correction territory for a longer time. In fact, I expect a solid price rebound in the months and quarters ahead. I expect MGK to end the year around $500 per share, representing a 20% upside for the full year. MGK is a higher beta ETF. It delivered more than 50% upside in 2023 and 34% in 2024. It has the potential to make a sharp rebound. For example, early in the last year, after plunging more than 20%, its price bounced back strongly to end the year with a 20% increase. My optimism is attributed to the mega-caps earnings growth power and exposure to the AI market. Panic Over AI Bubble Is Temporary The tech market and mega-cap tech stocks have lost investor traction in the past few months due to multiple reasons, including speculations about the bursting of the AI bubble. Unlike the dot-com b...
Tech's retreat signals a mature but ongoing bull market. With some stocks firmly oversold, analysts see value in the sector otherwise known for its growth.
Tech's retreat signals a mature but ongoing bull market. With some stocks firmly oversold, analysts see value in the sector otherwise known for its growth.