Stocks making big moves this week: Xerox, Vulcan Materials, Mercury General, Wendy's, and Wingstop
This article highlights several stocks that experienced significant movement this week. Xerox rose after a joint venture and new sales structure. Conversely, Vulcan Materials and Mercury General both fell due to disappointing earnings and outlooks. Wendy's surged on news of activist investor interest and a potential takeover, while Wingstop saw its stock increase after strong profit beats in its quarterly earnings.
Stocks making big moves this week: Xerox, Vulcan Materials, Mercury General, Wendy's, and Wingstop
This article highlights several companies that experienced significant stock movements this week due to various corporate announcements and financial reports. Xerox rose after a new joint venture and sales structure, while Vulcan Materials and Mercury General fell due to weak earnings and guidance. Wendy's saw a significant jump after an activist investor deemed its stock undervalued, and Wingstop's stock climbed following strong profit beats in its fourth-quarter earnings.
Analysts Are Bullish on These Materials Stocks: Vulcan Materials (VMC), Knife River Corporation (KNF)
Two analysts have issued bullish sentiments on Vulcan Materials (VMC) and Knife River Corporation (KNF) in the Materials sector. Bank of America Securities analyst Michael Feniger maintained a Buy rating for Vulcan Materials with a $331.00 price target, while Sherif El-Sabbahy reiterated a Buy rating for Knife River Corporation with a $105.00 price target. Both companies also received upgraded Buy ratings from TipRanks' AI tools.
Comfort Systems Q4 Earnings & Revenues Beat, Backlog Up Y/Y, Stock Up
Comfort Systems USA, Inc. (FIX) reported stellar fourth-quarter 2025 results, with adjusted earnings and revenues significantly beating Zacks Consensus Estimates and growing year over year. The company's stock rose 4.8% after the announcement, driven by strong demand in the public infrastructure market, growth in the technology sector, particularly data centers, and contributions from recent acquisitions. FIX remains optimistic about continued growth in 2026, anticipating increased market demand for public infrastructure.
Analysts Conflicted on These Materials Names: Clearwater Paper (CLW), Vulcan Materials (VMC) and Element Solutions (ESI)
Analysts are divided on several materials companies, with Truist Financial issuing ratings for Clearwater Paper (CLW), Vulcan Materials (VMC), and Element Solutions (ESI). Michael Roxland reiterated a Hold rating for Clearwater Paper, while Keith Hughes maintained a Buy rating for Vulcan Materials. Pete Osterland also upheld a Buy rating for Element Solutions, indicating a mixed sentiment within the sector.
Nebius and Parsons have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Nebius Group (NBIS) as the Bull of the Day due to its strong AI-centric cloud infrastructure growth, significant private company investments, and upward earnings estimate revisions despite an earnings miss. Conversely, Parsons (PSN) has been designated the Bear of the Day due to recent earnings misses and negative revisions in its annual earnings estimates. The article also touches on three dividend-hiking stocks—Verisk Analytics, Seanergy Maritime Holdings, and Vulcan Materials Company—amid market volatility and concerns over tech stocks and inflation.
Vulcan Materials CO SEC 10-K Report
Vulcan Materials Company has released its 2025 10-K report, detailing strong financial performance with revenues of $7,941.1 million and net earnings of $1,078.1 million. The report highlights strategic growth through acquisitions, commitment to sustainability, and improved operational efficiency across its aggregates, asphalt, and concrete segments. While the company faces economic and operational risks, it plans to continue expanding and returning value to shareholders through buybacks and dividends.
Amrize sales hold steady for 2025
Amrize reported a slight increase in sales for 2025, reaching $11.8 billion, while net income decreased to $1.18 billion. The company, which was spun off from Holcim, invested $788 million in capital expenditures and announced a $1 billion share repurchase program. Despite a slight decrease in overall cement and aggregate volumes for the year, the company saw growing customer demand and positive pricing, setting guidance for accelerating demand in 2026.
Analysts Offer Insights on Materials Companies: Vulcan Materials (VMC), Cf Industries Holdings (CF) and DuPont de Nemours (DD)
Three analysts have issued bullish sentiments on companies in the Materials sector, including Vulcan Materials (VMC), Cf Industries Holdings (CF), and DuPont de Nemours (DD). Vulcan Materials received a "Moderate Buy" consensus with a 13.1% upside. Cf Industries Holdings, despite closing near its 52-week high, has a "Hold" consensus, while DuPont de Nemours holds a "Strong Buy" consensus with a 9.5% upside.
Vulcan Materials Refocuses On Aggregates With California And Houston Exits
Vulcan Materials (NYSE:VMC) is selling its California ready-mixed concrete operations and has completed the sale of its asphalt and construction services in Houston. These divestitures aim to sharpen the company's focus on its core aggregates business, which management identifies as the main earnings driver. The strategic shift could improve margins and capital allocation, concentrating on infrastructure-driven demand while potentially reducing product line diversification.
Vulcan Materials Co (NYSE:VMC) Lags Estimates
Vulcan Materials Co (NYSE:VMC) reported fourth-quarter earnings below analyst expectations, with a 9% decline in gross profit. Despite the quarterly setback, the company achieved full-year net earnings growth of 18% and a 7% increase in annual revenue. Looking to 2026, Vulcan anticipates continued strength in public construction and improving private nonresidential opportunities, projecting adjusted EBITDA between $2.4 billion and $2.6 billion.
Devon Energy Corp ( NYSE:DVN) Gave Downbeat Guidance
Devon Energy Corp (NYSE:DVN) stock rose slightly after beating fourth-quarter profit estimates, but forecast lower first-quarter production due to severe winter storms. The company recently announced a $58 billion merger with Coterra Energy, aiming for $1 billion in annual pre-tax savings by 2027. Despite the production forecast, Devon reported increased fourth-quarter production and improvements in its financial position, including reduced long-term debt and beating revenue expectations.
VMC Q4 Deep Dive: Data Center Demand and Project Timing Weigh on Margins
Vulcan Materials (VMC) missed Q4 CY2025 revenue and profit expectations, impacted by weaker single-family residential demand, early winter weather, and project timing. Despite this, management anticipates improved demand for 2026 from public infrastructure and large-scale data center projects, with a focus on cost controls to drive future performance. The company's stock reacted negatively to the earnings miss.
DA Davidson lowers Vulcan Materials stock price target on slower growth outlook
DA Davidson has reduced its price target for Vulcan Materials Company (NYSE:VMC) from $330 to $320, maintaining a Neutral rating due to a slower growth outlook. This decision follows a challenging fourth quarter for Vulcan Materials, where results were below expectations, influenced by slower growth in pricing and volume, along with headwinds from the housing market and federal highway bill transition. The company also reported an earnings miss for Q4 2025, with EPS and revenue falling short of analyst forecasts.
DA Davidson lowers Vulcan Materials stock price target on slower growth outlook
DA Davidson has lowered its price target for Vulcan Materials Company (NYSE:VMC) from $330 to $320, maintaining a Neutral rating, due to a slower growth outlook. This revision follows a challenging fourth quarter with disappointing results, including an EPS of $1.70 against an expected $2.13 and revenue of $1.91 billion against a forecasted $1.95 billion. The analyst firm cited slower growth in pricing and volume, along with headwinds from the housing market and federal highway bill transition, while remaining on the sidelines despite potential future attractiveness.
Vulcan Materials sinks 7% after fourth-quarter earnings miss
The article reports that Vulcan Materials stock fell 7% after missing fourth-quarter earnings expectations. The company projected 2026 profit growth to be at the low end of analysts' estimates, citing potential project delays due to prolonged federal and state permitting and higher interest rates impacting private construction.
Knife River Corporation (NYSE:KNF) Q4 2025 Earnings Call Transcript
Knife River Corporation reported strong Q4 and full-year 2025 results, exceeding earnings expectations with a reported EPS of $0.56 against an expected $0.41. The company achieved its most profitable year ever, growing adjusted EBITDA by 7% to $497 million, completing five acquisitions, and enhancing its competitive edge initiatives. Looking ahead to 2026, Knife River forecasts consolidated revenue between $3.3 billion and $3.5 billion and adjusted EBITDA between $520 million and $560 million, driven by strategic growth, robust backlog, and ongoing operational improvements, particularly in aggregates and vertically integrated operations.
Vulcan Materials Company (NYSE:VMC) Q4 2025 Earnings Call Transcript
Vulcan Materials Company (NYSE:VMC) released its Q4 2025 earnings call transcript, discussing robust growth in earnings and cash generation for 2025, with adjusted EBITDA increasing by 13% to $2.3 billion. The company anticipates continued growth in 2026, driven by public demand and improving private demand, expecting aggregate shipments to grow between 1-3% and adjusted EBITDA to reach between $2.4 billion and $2.6 billion. The leadership also addressed concerns about cost control, M&A opportunities, and the impact of data center projects on pricing and margins.
Vulcan Materials Stock Outlook: Is Wall Street Bullish or Bearish?
Vulcan Materials Company (VMC) has underperformed the S&P 500 over the past year, gaining 11.7% compared to the S&P 500's 11.9%. The company's Q4 2025 results and 2026 guidance were weaker than expected, causing a 5.5% stock drop. Despite this, analysts have a "Moderate Buy" consensus rating for VMC, with an average price target that suggests a 9.5% premium to its current levels.
Pitney Bowes Shares Rise Following Full Year 2025 Results
Pitney Bowes Inc. (PBI) saw its shares increase by 1.89% after reporting its full year and Q4 2025 financial results. The company achieved a net income turnaround for the full year 2025 and reported a 40% increase in adjusted earnings per share for the fourth quarter. These improvements follow strategic moves like the wind-down of its Global Ecommerce segment and significant cost-reduction initiatives.
AtriCure reports surprise Q4 profit on strong worldwide revenue growth
AtriCure (Nasdaq: ATRC) reported a surprising Q4 profit, with worldwide revenue growing 13.1% to $140.5 million, exceeding analyst expectations. The medical device maker's shares rose 6.4% on the news, demonstrating a recovery despite broader pressures in the medical technology sector. The company also provided 2026 revenue guidance of $600 million to $610 million, indicating continued growth expectations.
Why Vulcan Materials (VMC) Shares Are Trading Lower Today
Shares of construction materials company Vulcan Materials (VMC) fell by 5.5% after reporting weaker-than-expected fourth-quarter 2025 earnings and issuing a disappointing financial outlook for 2026. The company missed revenue forecasts and its adjusted EPS was significantly below analyst estimates. Additionally, its 2026 adjusted EBITDA guidance also fell short of expectations, leading to a negative market reaction.
Why Vulcan Materials (VMC) Shares Are Trading Lower Today
Shares of Vulcan Materials (VMC) fell 5.5% after the company reported weak fourth-quarter 2025 earnings and issued a disappointing 2026 financial outlook, missing revenue and adjusted EPS expectations. The company's adjusted EBITDA guidance for 2026 also fell short of analyst forecasts. Despite the drop, VMC shares have been relatively stable over the past year and are trading near their 52-week high, suggesting the market views the news as significant but not fundamentally altering.
Vulcan Materials slides after Q4 earnings miss and softer-than-expected 2026 outlook
Vulcan Materials (VMC) shares dropped 7.8% following a fourth-quarter 2025 earnings miss and a 2026 profitability outlook that suggested slower growth than anticipated. The company reported adjusted EPS of $1.70 on revenue of $1.91 billion for Q4 2025 and guided to adjusted EBITDA of $2.4 billion to $2.6 billion for 2026, which disappointed investors. This comes amidst significant insider selling and mixed institutional investor activity in recent months.
Why Vulcan Materials (VMC) Shares Are Trading Lower Today
Shares of Vulcan Materials (VMC) fell 5.5% after the company reported weaker-than-expected fourth-quarter 2025 earnings and provided a disappointing financial outlook for 2026. The construction materials company missed revenue and adjusted EPS estimates, and its guidance for 2026 adjusted EBITDA also fell short of analyst expectations. Despite today's drop, VMC shares are up 5.6% year-to-date and are trading near their 52-week high, with a significant return for long-term investors.
Assessing Vulcan Materials (VMC) Valuation After Recent Share Price Weakness And Strong Longer Term Gains
Vulcan Materials (VMC) has seen a recent share price decline despite strong longer-term gains. The company is considered 2.5% undervalued at $319.78 based on a fair value estimate of $328, driven by its presence in the Sunbelt and a strong project pipeline. However, its high P/E ratio of 37.6x, compared to a peer average of 26.6x, suggests the market may already be pricing in significant future growth, indicating a potentially thinner safety margin for investors.
Vulcan Materials Co. stock underperforms Tuesday when compared to competitors
Shares of Vulcan Materials Co. (VMC) fell by 7.76% on Tuesday, closing at $302.22. This underperformance occurred despite a generally positive trading day for the broader market, with both the S&P 500 Index and the Dow Jones Industrial Average posting gains. The stock's decline ended a two-day winning streak for Vulcan Materials.
Aggregate shipments, pricing up in Q4 at Vulcan Materials
Vulcan Materials Co. reported increased aggregate shipments and pricing in Q4 2025 and for the full year, although gross profit per ton dipped slightly in Q4. The company's CEO, Ronnie Pruitt, highlighted strong earnings growth, margin expansion, and adjusted EBITDA improvement for the full year, attributing success to commercial and operational execution. Vulcan also divested asphalt, construction services, and ready-mixed concrete assets to align with its aggregate-led strategy and anticipates continued earnings growth in 2026 due to favorable demand backdrops.
Earnings Summary: Highlights of Vulcan Materials Company’s Q4 FY25 report
Vulcan Materials Company reported on its Q4 FY25 earnings, revealing lower adjusted and reported earnings per share despite an increase in revenues. The company's revenues rose to $1.91 billion, and operating cash flow increased significantly. For fiscal 2026, management anticipates adjusted EBITDA to be between $2.4 and $2.6 billion.
Vulcan’s Earnings Are Dragging Down Construction Materials Stocks.
Vulcan Materials' recent earnings report, while showing improvement, did not meet investor expectations, leading to downward pressure on other construction materials stocks. The company's performance is influencing the broader sector.
Vulcan: Q4 Earnings Snapshot
Vulcan Materials Co. (VMC) reported a fourth-quarter profit of $252 million, or $1.91 per share, which adjusted to $1.70 per share, missed Wall Street estimates of $2.13 per share. The construction materials company also fell short on revenue, posting $1.91 billion against an expected $1.94 billion. For the full year, Vulcan reported a profit of $1.08 billion on revenues of $7.94 billion.
Vulcan Materials misses Q4 estimates as shares tumble 7%
Vulcan Materials Company (NYSE:VMC) reported disappointing fourth-quarter results, missing analyst expectations for both adjusted earnings per share and revenue, leading to a 7% drop in its shares. Despite this, the company achieved strong full-year earnings growth for 2025 and anticipates continued strength in public construction activity for 2026. Vulcan also announced the divestiture of its non-core asphalt and ready-mixed concrete assets.
Vulcan Materials misses Q4 estimates as shares tumble 7%
Vulcan Materials Company (NYSE:VMC) reported fourth-quarter adjusted earnings per share of $1.70, significantly missing analyst estimates of $2.13, with revenue also falling short at $1.91 billion against a forecast of $1.95 billion. Following the announcement, the company's shares dropped by over 7% in pre-market trading. Despite the quarterly miss, Vulcan reported a strong full-year performance for 2025 with an 18% increase in net earnings and a 7% rise in annual revenue, and forecasts continued growth for 2026 driven by public construction and improving nonresidential sectors.
Vulcan Materials (NYSE:VMC) Misses Q4 CY2025 Revenue Estimates, Stock Drops
Vulcan Materials (NYSE:VMC) reported Q4 CY2025 revenue of $1.91 billion, missing analyst estimates, and an adjusted EPS of $1.70, significantly below expectations. The company also provided FY2026 EBITDA guidance below analyst consensus. Following these results, the stock price dropped by 7.6%.
VULCAN MATERIALS ($VMC) Releases Q4 2025 Earnings
VULCAN MATERIALS ($VMC) reported its Q4 2025 earnings, missing both earnings per share and revenue estimates. The company reported EPS of $1.70 against an estimated $2.15, and revenue of $1.91 billion against an estimated $1.98 billion. The article also provides details on VMC's insider trading activity, hedge fund movements, analyst ratings, and price targets.
Vulcan Materials (NYSE:VMC) Misses Q4 CY2025 Revenue Estimates, Stock Drops
Vulcan Materials (NYSE:VMC) missed Q4 CY2025 revenue estimates, with sales increasing 3.2% year-on-year to $1.91 billion, but still falling short of the $1.94 billion analyst consensus. The company's adjusted EPS of $1.70 also missed expectations by 19.5%, and their financial year 2026 EBITDA guidance was below analyst estimates. Following these results, the stock dropped 7.6% to $302.89.
Vulcan: Q4 Earnings Snapshot
Vulcan Materials Co. reported a fourth-quarter profit of $252 million, or $1.91 per share, with adjusted earnings of $1.70 per share. These results missed Wall Street analyst expectations of $2.13 per share. The company's revenue for the quarter was $1.91 billion, falling short of the $1.94 billion forecast by analysts.
Vulcan: Q4 Earnings Snapshot
Vulcan Materials Co. reported fourth-quarter profit of $252 million but missed Wall Street expectations with earnings of $1.70 per share, falling short of the $2.13 per share analyst estimate. The construction materials company also reported revenue of $1.91 billion, which was below the $1.94 billion forecast by analysts. For the full year, Vulcan reported profits of $1.08 billion and revenue of $7.94 billion.
Vulcan Materials Company Reports Fourth Quarter and Full Year 2025 Results
Vulcan Materials Company announced strong financial results for the fourth quarter and full year 2025, driven by increased revenues, earnings, and operating cash flow. The company saw growth in its aggregates segment due to healthy public construction activity and effective cost management. Vulcan also provided a positive outlook for 2026, anticipating continued strength in public construction and improved private nonresidential opportunities.
Vulcan Materials Stock at All-Time Highs Ahead of Q4 Earnings: Can it Continue Rising in 2026?
Vulcan Materials (VMC) faces a pivotal Q4 2025 earnings report as its stock trades near all-time highs. A TIKR valuation model projects a potential $370 price target by December 2027 based on 6% revenue growth and expanding operating margins, but this represents only a 6.7% annualized return, falling short of the standard 10% equity hurdle rate. The article details the assumptions for revenue growth, operating margins, and exit P/E multiple that underpin this "Hold" recommendation, and explores various scenarios from low to high annualized returns.
Knife River earnings in focus: Can margin recovery take hold?
Knife River Corp. is set to announce its Q4 and full-year 2025 earnings, with investors keenly watching for signs of margin recovery after a challenging year. Analysts expect $0.41 EPS on $651 million revenue, and the company's margin compression is a key focus for investors to determine if it's a temporary or structural issue. The report is crucial for management to demonstrate that 2025's setbacks are overcome and that Knife River is poised to narrow the valuation gap with industry leaders.
Vulcan Materials faces earnings test as pricing power concerns mount
Vulcan Materials Company is set to report its fourth-quarter earnings, with analysts expecting EPS of $2.13 on revenue of $1.95 billion, a sequential decline attributed to seasonal softness. Investors are focused on the company's ability to maintain pricing power amid moderating momentum in key end markets and the translation of data center construction demand into actual revenue. The company's full-year 2026 outlook and guidance will be crucial, especially given its stock trading at a forward P/E well above the sector average.
Vulcan Materials faces earnings test as pricing power concerns mount
Vulcan Materials Company (VMC) is set to release its fourth-quarter earnings, with analysts focusing on its ability to maintain pricing power amid seasonal slowdowns and shifting market sentiment. While the company has seen significant stock gains and recent dividend increases, concerns from analysts like DA Davidson about "narrowing agg. price realization potential" contrast with optimistic views from B.Riley, highlighting a divided outlook on its future performance, especially given the upcoming federal highway funding uncertainties. Investors will be watching pricing power, the conversion of data center demand into actual volume, and the full-year 2026 outlook.
What's in Store For These 5 Construction Stocks This Earnings Season?
The upcoming earnings season for the U.S. construction sector presents a mixed outlook, with housing market softness due to high mortgage rates contrasted by strong demand in infrastructure and public works driven by government spending initiatives. This article examines five key construction companies—Toll Brothers, Fluor Corporation, Louisiana-Pacific Corporation, Vulcan Materials Company, and Great Lakes Dredge & Dock Corporation—and analyzes their individual prospects heading into their earnings reports, considering both positive tailwinds and significant challenges.
Preview: Vulcan Materials's Earnings
Vulcan Materials (NYSE: VMC) is set to announce its quarterly earnings on February 17, 2026, with analysts forecasting an EPS of $2.12. Investors are keen to see if the company surpasses estimates and provides positive guidance for the next quarter, as market reactions are often driven more by guidance than past performance. The company's stock has seen a 20.12% increase over the past 52 weeks, demonstrating positive returns for long-term shareholders.
What To Expect From Vulcan Materials's (VMC) Q4 Earnings
Vulcan Materials (VMC) is set to report its Q4 earnings on Tuesday. Analysts anticipate a 4.9% year-on-year revenue growth to $1.94 billion and adjusted earnings of $2.11 per share. The company has a history of missing revenue estimates, but recent peer results and positive sentiment in the building materials segment suggest a strong outlook.
What To Expect From Vulcan Materials’s (VMC) Q4 Earnings
Vulcan Materials (VMC) is set to report its Q4 earnings, with analysts expecting a 4.9% year-over-year revenue growth to $1.94 billion and adjusted earnings of $2.11 per share. The company beat revenue expectations last quarter, and its stock has seen positive sentiment, rising 10.1% over the last month. Peers in the building materials segment like Carlisle and Sherwin-Williams have also shown strong Q4 reports, suggesting a positive outlook for VMC.
What To Expect From Vulcan Materials’s (VMC) Q4 Earnings
Vulcan Materials (VMC) is set to report its Q4 earnings on Tuesday. Analysts anticipate a 4.9% year-on-year revenue growth to $1.94 billion and adjusted earnings of $2.11 per share. The company has a history of missing Wall Street's revenue estimates, but sentiment in the building materials segment has been positive, with VMC's stock up 10.1% in the last month.
How Vulcan’s Ninth Straight Dividend Hike Will Impact Vulcan Materials (VMC) Investors
Vulcan Materials has increased its quarterly cash dividend by 6% to US$0.52 per share, marking its ninth consecutive annual hike, which signals management's confidence in cash generation and commitment to shareholder returns. This move reinforces the company's investment narrative focused on long-term demand for aggregates driven by infrastructure and growth in Sunbelt markets. While encouraging, investors should also consider the potential risks from a pullback in public funding or construction demand, despite the positive outlook reflected in the company's 2025 adjusted EBITDA guidance.
Texas Instruments Climbed 20% in the Last 30 Days. Here’s Where It Could Go in 2026
Texas Instruments stock surged 20% over the last 30 days due to a strategic acquisition of Silicon Labs and improving forward fundamentals. The acquisition is expected to strengthen TI's embedded wireless connectivity portfolio and generate significant synergies. Analysts project revenue growth and margin expansion, with a valuation model suggesting a target price of $324.41, implying a 43.4% upside.
