NFJ Investment Group LLC Purchases New Holdings in Flowserve Corporation $FLS
NFJ Investment Group LLC has acquired 352,462 shares of Flowserve Corporation (NYSE:FLS) valued at approximately $26.1 million, representing a 0.28% stake in the industrial products company. This purchase is part of a larger trend of institutional investors holding 93.93% of Flowserve's stock. Analysts generally maintain a positive outlook for FLS, with a "Moderate Buy" consensus rating and an average price target of $86.60, following the company's recent strong quarterly earnings performance and positive adjustments to future EPS estimates.
2,501 Shares in Cummins Inc. $CMI Acquired by OneAscent Financial Services LLC
OneAscent Financial Services LLC recently acquired 2,501 shares of Cummins Inc. (NYSE:CMI) valued at approximately $1.78 million during the second quarter. This move is part of broader institutional investor activity, with 83.46% of CMI's stock owned by such entities. Despite missing earnings per share estimates, Cummins reported strong revenue growth and increased its quarterly dividend.
9,742 Shares in Cummins Inc. $CMI Bought by SGL Investment Advisors Inc.
SGL Investment Advisors Inc. recently purchased a new stake of 9,742 shares in Cummins Inc. (NYSE:CMI) during the second quarter, valued at approximately $6.18 million. Other institutional investors like BlackRock Inc. and Northwestern Mutual Wealth Management Co. have also significantly increased their holdings in Cummins. The company reported earnings per share of $6.73 for the last quarter, missing analyst estimates, and announced an increased quarterly dividend of $2.20 per share.
Tocqueville Asset Management L.P. Takes $2.45 Million Position in Cummins Inc. $CMI
Tocqueville Asset Management L.P. has acquired a new stake worth approximately $2.45 million in Cummins Inc. (NYSE:CMI) during the second quarter. Other institutional investors like BlackRock Inc., Northwestern Mutual Wealth Management Co., and Norges Bank have also made significant moves in Cummins stock. The article details Cummins' financial performance, including its recent earnings, revenue, dividend increase, and analyst ratings, with a consensus target price of $745.64 and a "Moderate Buy" rating.
Madison Asset Management LLC Invests $1.46 Million in Cummins Inc. $CMI
Madison Asset Management LLC has acquired a new position in Cummins Inc. (NYSE:CMI) during the second quarter, purchasing 2,048 shares valued at approximately $1.46 million. Other institutional investors have also adjusted their holdings in Cummins. The company recently announced an increase in its quarterly dividend to $2.20 per share, yielding 1.5% annually.
PCM Encore LLC Makes New $1.49 Million Investment in Cummins Inc. $CMI
PCM Encore LLC has made a new investment of $1.49 million in Cummins Inc., acquiring 2,086 shares during the second quarter. Other institutional investors have also adjusted their holdings in Cummins, with institutional ownership now standing at 83.46%. Cummins recently reported quarterly revenue of $9.46 billion, exceeding estimates, and increased its quarterly dividend to $2.20 per share, resulting in an annualized dividend of $8.80 and a 1.5% yield.
Vise Technologies Inc. Makes New $12.96 Million Investment in Cummins Inc. $CMI
Vise Technologies Inc. has made a new investment of $12.96 million in Cummins Inc. (NYSE:CMI) by purchasing 18,171 shares in the second quarter. Other institutional investors also increased their stakes in Cummins, indicating strong institutional confidence in the company. Cummins recently announced a quarterly dividend increase and has a "Moderate Buy" average rating from analysts.
Mitsubishi UFJ Asset Management Co. Ltd. Purchases New Stake in Generac Holdings Inc. $GNRC
Mitsubishi UFJ Asset Management Co. Ltd. has acquired a new stake in Generac Holdings Inc. (NYSE:GNRC), purchasing 78,337 shares valued at approximately $22.9 million. This makes Mitsubishi UFJ Asset Management the owner of 0.13% of Generac's stock, while institutional investors collectively hold 84.04%. The article also notes recent insider sales, analyst ratings, and Generac's strong Q2 earnings performance.
Ceredex Value Advisors LLC Acquires Shares of 362,985 Flowserve Corporation $FLS
Ceredex Value Advisors LLC acquired a new position of 362,985 shares in Flowserve Corporation (NYSE:FLS) during the second quarter, valued at approximately $26,919,000. Other institutional investors also modified their holdings, with 93.93% of the stock currently owned by hedge funds and institutional investors. The article also details recent analyst ratings, stock performance, and key news impacting Flowserve, including positive sentiment from Zacks Research regarding future earnings estimates despite some neutral short-term outlooks.
Edmond DE Rothschild Holding S.A. Takes Position in Generac Holdings Inc. $GNRC
Edmond DE Rothschild Holding S.A. recently acquired a new position in Generac Holdings Inc. by purchasing 7,514 shares valued at approximately $2.2 million. Other institutional investors have also adjusted their holdings in Generac, with collective ownership from institutions and hedge funds standing at 84.04%. Despite strong quarterly earnings that beat consensus estimates, insiders have sold a significant number of shares, amounting to over $2.87 million, though analyst sentiment remains largely positive with a "Moderate Buy" consensus.
Bank of America Corp DE Grows Position in Vicor Corporation $VICR
Bank of America Corp DE significantly increased its stake in Vicor Corporation (NASDAQ:VICR) by 44.4% in the first quarter, now owning 102,107 shares valued at $16.44 million. Other institutional investors like The Manufacturers Life Insurance Company and Renaissance Technologies LLC also boosted their positions. Despite insider selling by CEO Patrizio Vinciarelli, analysts maintain a "Moderate Buy" rating for Vicor with an average target price of $381.67, following strong Q2 earnings that beat revenue and EPS estimates.
Altman Advisors Inc. Acquires New Holdings in Generac Holdings Inc. $GNRC
Altman Advisors Inc. has acquired a new stake in Generac Holdings Inc. (NYSE:GNRC), purchasing 11,174 shares valued at approximately $3.27 million, making it their 23rd largest position. Other institutional investors like NewEdge Advisors LLC, Woodline Partners LP, and First Trust Advisors LP also adjusted their holdings in Generac. The article details Generac's recent price performance, earnings results, insider selling activities, and current analyst ratings, indicating a "Moderate Buy" consensus.
B. Metzler seel. Sohn & Co. AG Makes New $15.08 Million Investment in Cummins Inc. $CMI
B. Metzler seel. Sohn & Co. AG has acquired a new position in Cummins Inc. (NYSE:CMI), purchasing 21,138 shares valued at approximately $15.08 million in the second quarter. This move comes as institutional investors collectively own 83.46% of Cummins, and analysts generally hold a "Moderate Buy" consensus rating with an average price target of $745.64. Despite missing earnings expectations, Cummins reported a 9.4% year-over-year revenue increase and raised its quarterly dividend to $2.20 per share, indicating a 1.5% yield.
Generac Holdings Inc. stock underperforms Thursday when compared to competitors
Generac Holdings Inc. (GNRC) stock declined by 1.93% on Thursday, closing at $206.75. This underperformance occurred on a generally down day for the stock market, with both the S&P 500 and Dow Jones Industrial Average also falling. This marks the third consecutive day of losses for Generac.
Tariff Pause Puts Atkore Stock And Trade Exposed Industrials In Focus
A three-day tariff pause between Washington and Ottawa has brought trade-exposed stocks, particularly in the industrial sector, into focus. This article examines Atkore (ATKR), Timken (TKR), and Generac Holdings (GNRC), highlighting their sensitivity to trade policy shifts, their current market positions, and the opportunities and risks they face. It also encourages investors to use screening tools to identify other trade-exposed companies.
Zacks Industry Outlook Dover, Applied Industrial, Generac and Flowserve
The Zacks Manufacturing – General Industrial industry is experiencing growth due to a strong manufacturing sector, technological advancements, and strategic acquisitions, despite challenges from cost inflation and skilled labor shortages. The article highlights four promising stocks within this industry—Generac (GNRC), Dover (DOV), Applied Industrial Technologies (AIT), and Flowserve (FLS)—detailing their individual strengths and market performance. The industry holds a favorable Zacks Industry Rank, indicating bright near-term prospects.
3,725 Shares in Cummins Inc. $CMI Acquired by Csenge Advisory Group
Csenge Advisory Group recently acquired 3,725 shares of Cummins Inc. (NYSE:CMI), valued at approximately $2,657,000, as disclosed in their latest SEC filing. Other institutional investors have also adjusted their holdings in Cummins, which currently has a market capitalization of $83.56 billion and recently declared an increased quarterly dividend of $2.20 per share. Wall Street analysts maintain a "Moderate Buy" rating for Cummins, with an average target price of $745.64, after the company reported quarterly earnings that missed consensus estimates but showed a 9.4% year-over-year revenue increase.
Diversify Advisory Services LLC Makes New Investment in Generac Holdings Inc. $GNRC
Diversify Advisory Services LLC has acquired a new stake of 9,772 shares in Generac Holdings Inc., valued at approximately $1.93 million. This investment comes as several other institutional investors have also adjusted their positions in Generac, a company that recently reported strong quarterly earnings and is projected to have solid EPS for the current year. Generac's stock has seen both insider selling activity and varied analyst ratings, though the consensus remains a "Moderate Buy."
Generac (GNRC) Stock Sees Modest Fair Value Cut As Analysts Weigh Data Center Execution
Generac Holdings (GNRC) has experienced a modest fair value cut by analysts, with the central estimate shifting from US$290.27 to US$283.88. This adjustment reflects varied opinions on the extent to which the data center and power resiliency story is already priced into the stock and the importance of future execution. Analysts are focused on Generac's ability to convert large data center contracts and a significant backlog into actual earnings, while also considering potential headwinds in residential solar and execution risks.
Energy Income Partners LLC Buys New Holdings in Cummins Inc. $CMI
Energy Income Partners LLC has acquired a new stake in Cummins Inc., purchasing 51,595 shares valued at approximately $36.8 million. Several other institutional investors also adjusted their holdings in Cummins during recent quarters. The company recently reported its quarterly earnings, missing analyst estimates, but increased its quarterly dividend to $2.20 per share.
Energy Income Partners LLC Makes New Investment in Generac Holdings Inc. $GNRC
Energy Income Partners LLC has acquired a new stake in Generac Holdings Inc. (NYSE:GNRC), purchasing 263,559 shares valued at approximately $77.17 million. This investment makes Energy Income Partners LLC the owner of 0.45% of Generac's stock. Other institutional investors have also adjusted their positions in Generac, and the company has received a "Moderate Buy" rating from analysts with an average price target of $284.84.
Alpine Woods Capital Investors LLC Takes Position in Cummins Inc. $CMI
Alpine Woods Capital Investors LLC has acquired a new position in Cummins Inc. (NYSE:CMI), purchasing 14,074 shares valued at approximately $10 million, making it their 4th largest holding. Other institutional investors have also adjusted their stakes in Cummins, with 83.46% of the stock owned by institutions. The article also provides details on Cummins' recent financial performance, dividend increase, and current analyst ratings, which generally recommend a "Moderate Buy" for the stock.
Flowserve Corp. (FLS) News, Articles, Events & Latest Updates
This page provides a collection of recent news, articles, and updates related to Flowserve Corp. (FLS), including industry outlooks, stock upgrades, and earnings reports. It covers various aspects such as analyst ratings, financial performance, and corporate appointments, sourced from outlets like Zacks and Business Wire. The updates highlight both positive developments, like Q2 earnings beats and board appointments, and challenges, such as trimmed full-year growth outlooks.
Generac Holdings Inc. stock underperforms Tuesday when compared to competitors
Generac Holdings Inc. (GNRC) stock fell 4.38% on Tuesday, closing at $211.56, amidst a generally negative trading session for the broader market. This decline broke a two-day winning streak for the company's shares. The S&P 500 Index and Dow Jones Industrial Average also experienced drops, indicating a widespread market downturn.
Is Emerson Electric (EMR) Above Fair Value After Raised Guidance?
Emerson Electric (EMR) stock has seen a 79.7% return over the last three years and is currently trading at around US$162 per share, appearing roughly fairly valued on earnings multiples, though broader valuation checks lean expensive. Despite recent contract wins and AI initiatives, the P/E ratio is slightly below its industry average, suggesting the market isn't assigning a premium. The stock's future performance hinges on its ability to convert current momentum and AI offerings into sustained earnings growth to justify its current valuation.
Q2 Earnings Outperformers: First Solar (NASDAQ:FSLR) And The Rest Of The Renewable Energy Stocks
This article reviews the Q2 earnings performance of several renewable energy companies, highlighting First Solar (FSLR) as a mixed bag with missed revenue but increased stock price, Bloom Energy (BE) as the strongest performer with significant revenue growth, and Fluence Energy (FLNC) as the weakest. It also briefly touches on Generac (GNRC) and SolarEdge (SEDG) performances and mentions shifting market risks from AI to geopolitics.
Trust Co. of Vermont Purchases Shares of 17,022 Cummins Inc. $CMI
Trust Co. of Vermont recently acquired a new position in Cummins Inc. (NYSE: CMI), purchasing 17,022 shares valued at approximately $12.14 million. This move is part of broader institutional investment activity, with other firms also adjusting their stakes in the company. Cummins has shown a strong market performance, with a current market capitalization of $88.45 billion and a recently increased quarterly dividend, reflecting confidence in its financial health and future earnings potential.
132,653 Shares in Canadian Imperial Bank of Commerce $CM Bought by K.J. Harrison & Partners Inc
K.J. Harrison & Partners Inc. initiated a new position in Canadian Imperial Bank of Commerce (CM) during the second quarter, acquiring 132,653 shares valued at approximately $15.25 million. This investment now represents 2.2% of the firm's portfolio and is its seventh-largest holding. The bank recently reported strong quarterly earnings, beating analyst estimates, and maintains a quarterly dividend with a 3.5% annualized yield.
Diamond Hill Capital Management LLC Investment Advisor Buys Shares of 31,003 Generac Holdings Inc. $GNRC
Diamond Hill Capital Management LLC Investment Advisor has acquired a new position of 31,003 shares in Generac Holdings Inc. (NYSE:GNRC) during the second quarter, valued at approximately $9.08 million. Other institutional investors have also made changes to their holdings in Generac, which currently has a "Moderate Buy" average analyst rating and an average price target of $284.84. Generac recently reported strong quarterly earnings, beating consensus estimates, though some insiders have sold shares.
BlackRock Inc. Acquires New Shares in Cummins Inc. $CMI
BlackRock Inc. has acquired a new stake in Cummins Inc. (NYSE:CMI), purchasing over 11.5 million shares valued at approximately $8.2 billion during the second quarter, making them a significant shareholder with 8.36% ownership. Other institutional investors have also adjusted their positions, and analysts generally rate Cummins as a "Moderate Buy" with an average price target of $745.64, despite the company recently missing quarterly earnings estimates. Cummins has also increased its quarterly dividend to $2.20 per share.
Plato Investment Management Ltd Makes New $6.86 Million Investment in Canadian Imperial Bank of Commerce $CM
Plato Investment Management Ltd recently invested $6.86 million in Canadian Imperial Bank of Commerce (CM) by purchasing 59,922 shares. This new stake contributes to institutional investors collectively owning nearly 50% of CM stock. The bank reported strong Q2 earnings, exceeding analyst estimates, and maintains a "Moderate Buy" consensus rating with a 3.5% dividend yield.
Wealth Effects LLC Invests $1.61 Million in Generac Holdings Inc. $GNRC
Wealth Effects LLC has invested $1.61 million in Generac Holdings Inc. by acquiring 5,485 shares during the second quarter, as per its recent SEC filing. Other institutional investors also adjusted their stakes, with significant increases from Hsbc Holdings PLC, Paradice Investment Management LLC, and Needham Investment Management LLC. The article also details recent insider stock sales by Generac's CEO and an insider, along with financial performance data and analyst ratings for the company.
Plato Investment Management Ltd Makes New Investment in Cummins Inc. $CMI
Plato Investment Management Ltd has acquired a new stake in Cummins Inc. (NYSE:CMI), purchasing 5,203 shares valued at approximately $3.69 million in the second quarter. Several other institutional investors also adjusted their holdings in Cummins. Wall Street analysts maintain a "Moderate Buy" consensus rating for Cummins, with an average price target of $745.64.
Simplicity Wealth LLC Invests $1.37 Million in Cummins Inc. $CMI
Simplicity Wealth LLC has acquired a new stake of 1,922 shares in Cummins Inc. (NYSE:CMI), valued at approximately $1.37 million, during the second quarter. Cummins reported strong quarterly revenue growth of 9.4% year-over-year, reaching $9.46 billion, although its EPS of $6.73 missed analyst expectations. The company also increased its quarterly dividend from $2.00 to $2.20 per share, offering a 1.4% yield.
Lynch Asset Management Inc. Makes New $13.59 Million Investment in Cummins Inc. $CMI
Lynch Asset Management Inc. has acquired a new position in Cummins Inc. (NYSE:CMI) worth approximately $13.59 million, making it their fifth-largest holding. Institutional investors collectively own a significant portion of Cummins' stock. The company recently reported its quarterly earnings, missing analyst EPS estimates but exceeding revenue expectations, and also increased its quarterly dividend.
How Revenue Gains and New Securitization At Sunrun (RUN) Has Changed Its Investment Story
Sunrun Inc. reported higher sales and revenue in Q2 2026, though net income decreased. The company completed a new $267 million securitization of residential solar leases, demonstrating its ability to finance growth through asset-backed markets. This financing strategy is crucial for Sunrun given its reliance on external capital and the potential for tightening credit conditions to impact future growth.
Flputnam Investment Management Co. Buys New Shares in Cummins Inc. $CMI
Flputnam Investment Management Co. has acquired 11,036 new shares in Cummins Inc. (NYSE: CMI) during the second quarter, valued at approximately $7.87 million. Other institutional investors like Northwestern Mutual Wealth Management Co. and Norges Bank also significantly increased their holdings in Cummins. The company recently announced an increase in its quarterly dividend to $2.20 per share, with an annualized yield of 1.4%.
Global Retirement Partners LLC Makes New $3.32 Million Investment in Cummins Inc. $CMI
Global Retirement Partners LLC has made a new investment of $3.32 million in Cummins Inc. (NYSE:CMI) by purchasing 4,653 shares in the second quarter. Other institutional investors also adjusted their positions in Cummins, with notable increases from Northwestern Mutual Wealth Management Co. and Norges Bank. Cummins recently reported its quarterly earnings, missing analyst estimates, but increased its quarterly dividend.
Bunge Global SA (NYSE:BG) Declares $0.72 Quarterly Dividend
Bunge Global SA (NYSE:BG) has declared a quarterly dividend of $0.72 per share, payable on September 1st to shareholders of record by August 18th. This represents an annualized payout of $2.88 and a 2.5% yield, with a payout ratio of 24.8% which is expected to decrease to 23.8% next year. The company recently exceeded earnings expectations, reporting an EPS of $2.00 against a $1.97 consensus and an 88.3% year-over-year revenue increase to $24.04 billion.
SFE Investment Counsel Takes Position in Cummins Inc. $CMI
SFE Investment Counsel has acquired 18,235 shares of Cummins Inc. (NYSE:CMI), valued at approximately $13 million, making it their 17th-largest holding. Institutional investors collectively own 83.46% of Cummins, which has a "Moderate Buy" consensus rating from analysts with a target price of $745.64. Despite missing Q2 earnings expectations, Cummins reported a 9.4% year-over-year revenue increase and raised its quarterly dividend to $2.20.
Oppenheimer Asset Management Inc. Makes New Investment in Cummins Inc. $CMI
Oppenheimer Asset Management Inc. has initiated a new investment in Cummins Inc. (NYSE:CMI), acquiring 4,394 shares valued at approximately $3.13 million during the second quarter. This move is part of broader institutional interest, with hedge funds and other institutional investors owning 83.46% of the company's stock. Despite missing analyst EPS estimates for the recent quarter, Cummins reported increased revenue and raised its quarterly dividend from $2.00 to $2.20 per share, while analysts maintain a "Moderate Buy" consensus with an average price target of $745.64.
46,273 Shares in Cummins Inc. $CMI Purchased by ABN AMRO Bank N.V.
ABN AMRO Bank N.V. recently acquired 46,273 shares of Cummins Inc. (NYSE:CMI) valued at approximately $32.11 million during the second quarter. This purchase makes ABN AMRO Bank N.V. a new significant institutional investor in Cummins, joining several other firms that have also adjusted their holdings in the company. The article also provides details on Cummins' recent financial performance, stock data, dividend increase, and analyst ratings.
Bridgewater Advisors Inc. Invests $3.97 Million in Cummins Inc. $CMI
Bridgewater Advisors Inc. has acquired a new stake of 6,125 shares in Cummins Inc. (NYSE:CMI) valued at approximately $3.97 million during the second quarter. Other institutional investors have also adjusted their holdings in Cummins, which currently holds an average rating of "Moderate Buy" with a consensus target price of $745.64 among analysts. The company recently reported quarterly earnings of $6.73 per share, missing consensus estimates, but announced an increased quarterly dividend of $2.20 per share.
Summit Global Investments Makes New Investment in Cummins Inc. $CMI
Summit Global Investments recently acquired 4,102 shares of Cummins Inc. (NYSE: CMI) worth approximately $2.93 million in the second quarter. Cummins reported strong quarterly revenue growth of 9.4% year-over-year, reaching $9.46 billion, though its EPS of $6.73 missed analyst estimates. The company also increased its quarterly dividend from $2.00 to $2.20 per share, and analysts maintain a "Moderate Buy" rating with an average price target of $745.64.
Marathon Petroleum (NYSE:MPC) Presents a Compelling Value Opportunity
Marathon Petroleum (NYSE:MPC) appears to be a compelling value opportunity, scoring high on valuation with a P/E ratio significantly lower than industry and S&P 500 averages, and strong expected earnings growth. While its profitability is good and financial health adequate despite some leverage, its growth picture is mixed due to the cyclical nature of the refining business. The article suggests MPC is a reasonably priced stock with decent fundamentals, suitable for value investors seeking opportunities below intrinsic value.
Generac Holdings Inc (GNRC) News, Articles, Events & Latest Updates
This article provides recent news and updates concerning Generac Holdings Inc. (GNRC), including analyst price targets suggesting a significant upside and discussions on the company's performance relative to its sector. It highlights Generac's strong data center backlog and the impact of recent earnings reports on its outlook. The article also mentions other companies' earnings, such as Stratasys, Trimble, Helios, Parker-Hannifin, Axon, and Watts Water, often comparing their performance to Generac's sector.
Generac Holdings Inc. stock outperforms competitors on strong trading day
Generac Holdings Inc. (GNRC) saw its stock increase by 1.22% to $219.30 on Friday, despite a general market downturn where the S&P 500 and Dow Jones Industrial Average both fell. The company's stock closed 26.02% below its 52-week high of $296.44, achieved on June 25th. This performance indicates Generac Holdings Inc. outperformed its competitors during a challenging trading session.
Stratasys Q2 Earnings Beat, Revenues Miss on Weak System Sales
Stratasys (SSYS) reported flat Q2 2026 non-GAAP earnings of 3 cents per share, beating analyst estimates, though revenues of $137.61 million missed expectations due to weaker system sales. The company saw record consumables revenues and significant growth in aerospace and defense, while facing currency pressures that impacted gross margins and EBITDA. Stratasys reaffirmed most of its 2026 outlook, but no longer expects positive operating cash flow for the full year.
Power Solutions International (PSIX) Q2 2026 Earnings Call Transcript
Power Solutions International (PSIX) reported Q2 2026 results with a significant sequential improvement in revenue and gross margin, driven by operational efficiencies and scaling production for the data center market. Despite a year-over-year decrease in net sales due to shipment timing and softness in the oil and gas sector, the company strengthened its financial position through debt reduction and strong operating cash flow. The integration of MTL Manufacturing & Equipment and a new CEO appointment are set to further drive industrial growth and operational improvements, with strong demand expected to continue for data center power solutions in the second half of 2026 and beyond.
Stratasys Q2 Earnings Beat, Revenues Miss on Weak System Sales
Stratasys (SSYS) reported second-quarter 2026 non-GAAP earnings that beat the Zacks Consensus Estimate, although revenues missed due to weaker system sales. Despite a 0.4% year-over-year revenue decline, consumables revenues reached a record high, driven by manufacturing materials. The company reaffirmed most of its 2026 outlook, expecting sequential revenue growth, but revised its operating cash flow projection for the full year to be negative before turning positive in the second half.
