JLL targets 2026 adjusted EPS of $21.80 to $23.50 as it trends toward the upper end amid macro fluidity
JLL (Jones Lang LaSalle) has set a target for adjusted EPS in 2026 ranging from $21.80 to $23.50. The company anticipates trending towards the higher end of this range, demonstrating confidence in its performance despite a dynamic macroeconomic environment. This outlook provides investors with specific financial guidance for the coming years.
New American Canyon homes near trails and schools start in the $590Ks
KB Home has launched Sorrel, a new community in the Watson Ranch master plan in American Canyon, California, offering two-story single-family homes starting in the $590Ks. These homes are designed to be ENERGY STAR certified and are located near planned parks, extensive trails, and highly-rated schools, with convenient access to Napa and Sonoma wine countries. The new community aims to provide personalized, energy-efficient homes within a desirable location that emphasizes outdoor amenities and accessibility.
Peacock Takes Flight: United Launches New Inflight Entertainment Channel
United Airlines Holdings Inc. (UAL) has launched a new inflight entertainment channel featuring content from Peacock, as announced in a press release. This initiative aims to enhance the customer experience on United flights. Quantisnow, a real-time market data platform, delivered this insight, highlighting its role in providing timely information to retail investors.
Cantor Fitzgerald raises Equinix stock price target on AI strength
Cantor Fitzgerald raised its price target for Equinix Inc. (NASDAQ:EQIX) to $1,186 from $1,173, maintaining an Overweight rating, citing the company's critical role in AI evolution. This adjustment follows Equinix's strong first-quarter 2026 sales activity and a reduction in monthly recurring revenue churn, despite revenue and EBITDA slightly missing expectations due to lease timing. Other analysts like Raymond James, Scotiabank, and BofA Securities have also positively revised their targets, driven by Equinix's growing exposure to AI demand and strategic growth initiatives.
MGM Resorts International $MGM Shares Sold by Savoir Faire Capital Management L.P.
Savoir Faire Capital Management L.P. significantly reduced its stake in MGM Resorts International by 48.6% in Q4, selling over 34,000 shares. Despite this, other institutional investors increased their holdings, and the company reported record Q1 net revenues driven by MGM China and digital growth, though it missed non-GAAP EPS estimates. Analyst ratings are mixed, with a consensus "Hold" rating, while insider activity shows both buying (IAC) and selling (Director Keith Meister).
Savoir Faire Capital Management L.P. Has $4.83 Million Stake in Kraft Heinz Company $KHC
Savoir Faire Capital Management L.P. reduced its stake in Kraft Heinz Company (NASDAQ:KHC) by 59.8% in Q4, holding 199,266 shares valued at $4.83 million. Despite beating EPS estimates, Kraft Heinz missed revenue forecasts and analysts have a "Reduce" rating on the stock with an average price target of $23.47. The company offers a 7.1% dividend yield.
Only 45 practices made Elevance Health's top 1% provider list
Elevance Health recognized 45 distinguished medical practices and health systems in its annual Care Provider Recognition Program, spotlighting the top one percent of primary care providers in its network. These honorees demonstrated excellence in delivering high-quality, coordinated care based on key performance measures such as preventive screenings, immunization rates, chronic disease management, and medication adherence. The program aims to acknowledge primary care providers who enhance patient lives through improved quality and outcomes.
New Aflac office will handle paid leave claims for 500,000 Maine workers
Aflac has opened a new office in South Portland, Maine, to administer the state's Paid Family and Medical Leave (PFML) program. This facility will manage claims for over 500,000 eligible Maine workers starting May 1, 2026, serving both public and private sector employers. The move reinforces Aflac's commitment to supporting Maine workers and families with high-quality local services.
Alaska Air downgraded by Citigroup with a new price target
Citigroup has downgraded Alaska Air (ALK) and set a new price target of $32.00, according to Quantisnow. This rating change follows several other analyst updates for Alaska Air, with previous price targets ranging from $50.00 to $90.00 from different firms. Quantisnow, a platform providing real-time market data to retail investors, delivered this insight.
Savoir Faire Capital Management L.P. Sells 28,855 Shares of Church & Dwight Co., Inc. $CHD
Savoir Faire Capital Management L.P. has reduced its stake in Church & Dwight Co., Inc. (NYSE:CHD) by 26.6%, selling 28,855 shares and retaining 79,443 shares valued at approximately $6.66 million. The fund's remaining holding constitutes about 3.2% of its investment portfolio, making it its 13th-largest position. The article also notes recent insider selling by two directors and provides an overview of institutional ownership, analyst ratings, and the company's dividend information.
Philip Morris International Inc. $PM Shares Sold by Savoir Faire Capital Management L.P.
Savoir Faire Capital Management L.P. reduced its stake in Philip Morris International Inc. by 7.4% in the fourth quarter, selling 7,028 shares and now owning 88,448 shares valued at $14.187 million. Despite this, other hedge funds increased their holdings, and analysts maintain a "Moderate Buy" rating with an average price target of $192.56 for PM shares. The company reported strong Q1 earnings, beating consensus estimates, and recently announced a quarterly dividend.
Netflix, Cisco, Zoom And A Health Care Stock On CNBC's 'Final Trades'
CNBC's 'Final Trades' featured recommendations for Cisco Systems, AbbVie Inc., Netflix, Inc., and Zoom Communications, Inc. Jim Lebenthal of Cerity Partners recommended Cisco, while Jason Snipe of Odyssey Capital Advisors liked AbbVie due to its strong Q1 2026 earnings. Joshua Brown of Ritholtz Wealth Management suggested Netflix despite a weak Q2 forecast, and Joseph M. Terranova of Virtus Investment Partners noted Zoom Communications' continued upward trend.
What's Going On With Baxter International Stock Friday? - Baxter International (NYSE:BAX)
Baxter International reported mixed first-quarter results, with adjusted earnings beating consensus but declining 35% year-over-year due to tariffs and higher manufacturing costs. Sales surpassed Wall Street estimates but showed a 1% organic decline. Despite operational challenges and a bearish technical outlook, the company reaffirmed its fiscal 2026 earnings and sales guidance.
Colgate-Palmolive Company $CL Stock Holdings Lowered by Savoir Faire Capital Management L.P.
Savoir Faire Capital Management L.P. substantially reduced its stake in Colgate-Palmolive Company ($CL) by 48.4% in the fourth quarter, selling 11,986 shares and retaining 12,786 shares valued at approximately $1.01 million. This reduction comes despite Colgate-Palmolive exceeding quarterly earnings expectations and raising its dividend. Meanwhile, other institutional investors showed mixed activity, with some increasing their holdings, and the stock maintains a "Moderate Buy" consensus from analysts with an average target price of $95.56, even as company insiders sold a significant number of shares.
Pegasus Asset Management Inc. Raises Position in The Boeing Company $BA
Pegasus Asset Management Inc. significantly increased its stake in The Boeing Company (NYSE:BA) by 63.3% during the fourth quarter, now owning 21,664 shares valued at $4.7 million. This makes Boeing its 23rd largest position, accounting for 1.4% of its portfolio. Other institutional investors have also adjusted their holdings in Boeing, and the company has seen insider transactions, analyst upgrades, and positive news regarding new orders and partnerships.
First Solar sees ‘record’ sales and income growth in Q1 2026
First Solar reported record sales and income growth in Q1 2026, with net sales reaching US$1.04 billion and net income at US$347 million. The company shipped a record 3.8GW of CdTe thin-film modules and benefited from US trade protections and manufacturing incentives like the 45X Advanced Manufacturing credit. First Solar also introduced its "CuRe" technology, expected to enhance energy yield and lower degradation compared to crystalline silicon TOPCon.
Moderna Stock Spikes After Earnings. Covid Vaccine Revenue Is a Growth Driver Again.
Moderna's stock surged after the company reported strong first-quarter results, primarily driven by higher international demand for its Covid vaccine. This performance defied expectations of a slowdown in Covid vaccine revenue.
Federal Realty Investment Trust: Q1 Earnings Snapshot
Federal Realty Investment Trust (FRT) reported first-quarter funds from operations (FFO) of $1.88 per share, exceeding Wall Street expectations of $1.82 per share. The real estate investment trust also surpassed revenue forecasts, posting $341.1 million against an expected $333.8 million. For the full year, the company anticipates FFO to be between $7.46 and $7.55 per share.
(FRT) Federal Realty Investment Trust Expects 2026 Core FFO per Share Range $7.46 - $7.55, vs. FactSet Est of $7.43
Federal Realty Investment Trust (FRT) projects its 2026 Core FFO per share to be between $7.46 and $7.55, exceeding FactSet's estimate of $7.43. This announcement follows the company's Q1 Core FFO and revenue increase, with Q1 Core FFO at $1.88 per share against an estimated $1.80, and Q1 revenue at $341.1 million versus an estimated $332.1 million. The company, a real estate investment trust specializing in retail-based properties in coastal markets, also recently acquired Kingstowne Retail in Washington, DC for $19.7 million and a shopping center in Maryland for $72.3 million.
Dominion Energy: Q1 Earnings Snapshot
Dominion Energy Inc. reported strong first-quarter earnings, with a net income of $621 million, or 69 cents per share. After adjustments, earnings reached 95 cents per share, surpassing Wall Street's expectations of 89 cents per share. The company's revenue of $5.02 billion also exceeded forecasts, and Dominion Energy anticipates full-year earnings between $3.45 and $3.69 per share.
Earnings Flash (CBOE) Cboe Global Markets, Inc. Reports Q1 Revenue $728.9M, vs. FactSet Est of $703.4M
Cboe Global Markets, Inc. announced its Q1 revenue reached $728.9 million, surpassing the FactSet estimate of $703.4 million. The report indicates a stronger financial performance for the company than anticipated by analysts. This flash earnings report provides key financial data for investors and market watchers.
Innventure (INV) price target increased by 20.83% to 14.79
This article reports that Innventure's (INV) price target has been increased by 20.83% to $14.79. No specific reasons or analyst details for this adjustment are provided.
Samsara CEO Sanjit Biswas sells $7.67m of Class A shares
Samsara Inc. CEO Sanjit Biswas sold 263,900 shares of Class A Common Stock for approximately $7.67 million between April 28 and April 30, 2026, through Rule 10b5-1 trading plans. These transactions occurred as the company's stock has declined by 28% over the past six months. Despite the stock performance, analysts anticipate profitability this year, and the company recently reported strong Q4 results and announced new strategic partnerships.
Earnings Flash (D) Dominion Energy, Inc. Reports Q1 Revenue $5.02B, vs. FactSet Est of $4.43B
Dominion Energy, Inc. reported its first-quarter revenue at $5.02 billion, exceeding the FactSet estimate of $4.43 billion. The company also announced its Q1 operating earnings and revenue had risen, and its Q1 adjusted EPS reached $0.95 per share, surpassing the FactSet estimate of $0.90. Dominion Energy expects its 2026 operating EPS to range from $3.45 to $3.69, compared to the FactSet estimate of $3.59.
Secured Retirement Advisors LLC Buys 2,323 Shares of Lockheed Martin Corporation $LMT
Secured Retirement Advisors LLC increased its stake in Lockheed Martin Corporation by 288.6% in the fourth quarter, acquiring an additional 2,323 shares to bring its total holdings to 3,128 shares, valued at approximately $1.513 million. This increase in institutional ownership comes as Lockheed Martin recently reported Q4 EPS of $6.44, missing analyst estimates, and announced a quarterly dividend of $3.45 per share. The company faces mixed sentiment from analysts, with some lowering ratings, while others see a buying opportunity due to its large backlog despite recent earnings misses.
Oppenheimer Asset Management Inc. Has $25.33 Million Stock Holdings in Johnson Controls International plc $JCI
Oppenheimer Asset Management Inc. reduced its stake in Johnson Controls International plc (JCI) by 11.0% in the fourth quarter, now holding 211,496 shares valued at $25.33 million. Other hedge funds, including Viking Global Investors LP and Ameriprise Financial Inc., significantly increased their positions in the company. Johnson Controls International plc reported strong Q4 earnings, beating analyst estimates, and has a current market capitalization of $89.46 billion.
FedEx Corporation $FDX Position Lessened by Oppenheimer Asset Management Inc.
Oppenheimer Asset Management Inc. reduced its stake in FedEx Corporation by 3.0% in the fourth quarter, selling 8,763 shares and now holding 286,726 shares valued at $82.82 million. Despite this reduction, FedEx remains Oppenheimer's 13th largest position, accounting for 1.0% of its holdings. The article also details insider selling activity from EVP Gina F. Adams and Director Susan C. Schwab, alongside varied analyst ratings and market sentiment surrounding FedEx's stock performance and future outlook.
Oppenheimer Asset Management Inc. Has $24.50 Million Position in Williams Companies, Inc. (The) $WMB
Oppenheimer Asset Management Inc. increased its stake in Williams Companies, Inc. (NYSE:WMB) by 18.8% in Q4, bringing its total holdings to 407,498 shares valued at $24.50 million. Other institutional investors also adjusted their positions in the pipeline company. Williams Companies recently reported mixed Q4 earnings, missing EPS estimates but exceeding revenue expectations, and announced a quarterly dividend of $0.525 per share.
New York State Teachers Retirement System Has $57.81 Million Position in Emerson Electric Co. $EMR
New York State Teachers Retirement System reduced its holdings in Emerson Electric Co. (NYSE:EMR) by 1.8% in the fourth quarter, now owning 435,571 shares valued at approximately $57.81 million. Despite this minor reduction, institutional investors collectively own 74.30% of the company, with Vanguard Group Inc. significantly increasing its stake to $7.29 billion. Emerson Electric has shown strong financial performance, beating quarterly EPS estimates and announcing a quarterly dividend, while analysts maintain a consensus "Hold" rating for the stock.
Verizon Communications Inc. $VZ Holdings Raised by Sigma Planning Corp
Sigma Planning Corp increased its stake in Verizon Communications Inc. by 13.8%, now owning 193,509 shares valued at approximately $7.88 million. Despite this institutional buying, insiders have been net sellers, with Director Hans Erik Vestberg selling a significant number of shares. Verizon's Q1 earnings surpassed expectations and the company raised its FY26 profit guidance, but analysts note rising debt as a primary risk.
Verisk Analytics, Inc. $VRSK Stake Raised by Oppenheimer Asset Management Inc.
Oppenheimer Asset Management Inc. increased its stake in Verisk Analytics ($VRSK) by 25.6% in the fourth quarter, purchasing an additional 18,461 shares to hold 90,522 shares valued at approximately $20.25 million. Verisk recently beat Q1 earnings estimates with $1.82 EPS and $782.6 million in revenue, and announced a $2.5 billion share buyback program and a quarterly dividend of $0.50 per share. The company's one-year low is $161.70 and its one-year high is $322.92, with institutional investors owning 90.00% of the stock.
The J M Smucker Q3 earnings on deck: Is a beat likely for SJM?
This article forecasts The J.M. Smucker Co.'s (SJM) upcoming Q3 earnings report, expected on February 28th before the bell. Analysts are anticipating revenue of $1.99 billion and adjusted EPS of $2.27, representing a decline from the prior year, primarily due to the divestiture of certain pet food brands. While the company has a mixed earnings surprise history, this quarter's outlook is cautiously optimistic based on sales growth in key segments and recent strategic moves.
Oppenheimer Asset Management Inc. Has $18.37 Million Position in Texas Instruments Incorporated $TXN
Oppenheimer Asset Management Inc. reduced its stake in Texas Instruments by 11.6% in the fourth quarter, now holding shares valued at $18.37 million. Despite insider selling and concerns about valuation and a high dividend payout ratio, Texas Instruments reported strong Q1 earnings, and several analysts have raised price targets citing positive Q2 guidance and strategic partnerships. The article also notes that significant institutional and hedge fund ownership remains.
Oppenheimer Asset Management Inc. Sells 8,480 Shares of Duke Energy Corporation $DUK
Oppenheimer Asset Management Inc. reduced its stake in Duke Energy Corporation (NYSE:DUK) by 4.8% in Q4, selling 8,480 shares but retaining 169,528 shares valued at approximately $19.87 million. The stock holds a "Moderate Buy" consensus rating with an average analyst price target of $140.25. While regulatory approvals provide positive momentum, proposed rate hikes and drought concerns present potential headwinds for Duke Energy.
CoStar Group, Inc. $CSGP Position Reduced by Oppenheimer Asset Management Inc.
Oppenheimer Asset Management Inc. reduced its stake in CoStar Group, Inc. by 12.6% in the fourth quarter, selling 34,750 shares and retaining 239,995 shares valued at approximately $16.14 million. This reduction comes amid CoStar beating Q1 earnings expectations and raising its adjusted EBITDA guidance for 2026, though analysts have shown mixed reactions with several price target cuts.
Oppenheimer Asset Management Inc. Sells 8,181 Shares of Synopsys, Inc. $SNPS
Oppenheimer Asset Management Inc. reduced its stake in Synopsys, Inc. by 15.2% in the fourth quarter, selling 8,181 shares and holding 45,712 shares valued at $21.47 million. Despite institutional selling, Synopsys reported strong Q4 earnings, beating estimates with $3.77 EPS and $2.41 billion in revenue, and provided optimistic guidance for FY2026. The stock currently holds a consensus "Hold" rating with an average price target of $531.00.
Cisco Systems, Inc. $CSCO Shares Sold by Oppenheimer Asset Management Inc.
Oppenheimer Asset Management Inc. reduced its stake in Cisco Systems by 4.4% in the fourth quarter, selling 30,998 shares, though Cisco still constitutes 0.6% of their holdings. Despite this, several other hedge funds increased their positions in Cisco, and institutional investors collectively own 73.33% of the company's stock. Cisco also recently increased its quarterly dividend and reported strong earnings, exceeding analyst expectations, with several research firms maintaining or upgrading their ratings to "buy" or "strong-buy."
Oppenheimer Asset Management Inc. Sells 19,663 Shares of Sempra Energy $SRE
Oppenheimer Asset Management Inc. significantly reduced its stake in Sempra Energy by selling 19,663 shares in Q4, bringing its total holdings to 204,104 shares valued at approximately $18 million. This comes as Sempra Energy reported stronger-than-expected EPS but slightly missed revenue estimates, with the stock trading near $95 and a P/E of 34.45. The company also announced an increase in its quarterly dividend to $0.6575, and while insiders were net sellers overall, there was a notable director purchase offsetting a CAO sale.
New York State Teachers Retirement System Sells 49,223 Shares of The Charles Schwab Corporation $SCHW
New York State Teachers Retirement System reduced its stake in The Charles Schwab Corporation by 3.5% in Q4, selling 49,223 shares and bringing their total ownership to 1,344,967 shares valued at $134,376,000. This comes as other institutional investors have adjusted their positions, and company insiders have also engaged in significant selling activity. The article also details Charles Schwab's financial performance, dividend announcements, and recent analyst ratings, which generally lean towards a "Moderate Buy" consensus.
Oppenheimer Asset Management Inc. Raises Stake in PepsiCo, Inc. $PEP
Oppenheimer Asset Management Inc. significantly increased its holdings in PepsiCo, Inc. during the fourth quarter, boosting its stake by 22.8% to 162,242 shares valued at $23.285 million. This increase follows PepsiCo's strong Q4 performance, which exceeded analyst estimates for EPS and revenue, alongside the approval of a $10 billion share buyback program and a quarterly dividend. The article also details other institutional investor activity, recent news impacting PepsiCo, and analyst ratings for the stock.
Cboe quarterly profit rises as market volatility boosts hedging activity
Cboe Global Markets reported a significant jump in first-quarter profit due to increased options trading driven by heightened market volatility from global conflicts and economic concerns. The company also announced a 20% workforce reduction as part of a strategic realignment to focus on core businesses. This strong performance mirrors positive quarters for other U.S. exchange operators.
Oppenheimer Asset Management Inc. Sells 51,113 Shares of Merck & Co., Inc. $MRK
Oppenheimer Asset Management Inc. reduced its stake in Merck & Co., Inc. by 9.2% in the fourth quarter, selling 51,113 shares and now owning 502,885 shares worth $52.93 million. This comes as Merck's stock has seen a 1.5% decrease, yet the company reported strong Q1 earnings, beating consensus estimates with $16.29 billion in revenue. Analysts have a "Moderate Buy" rating on MRK, with an average target price of $128.47, despite some institutional selling and insider transactions.
New York State Teachers Retirement System Has $83.80 Million Stake in Lockheed Martin Corporation $LMT
The New York State Teachers Retirement System reduced its holdings in Lockheed Martin Corporation by 2.8% in the fourth quarter, now owning 173,266 shares valued at $83.80 million. Despite this, other institutional investors have increased their stakes, and analysts have issued varied price targets, with an average "Hold" rating. The article also highlights recent positive and negative market sentiments impacting Lockheed Martin, including new contract wins and Q1 earnings that missed consensus estimates.
New York State Teachers Retirement System Trims Stock Position in Honeywell International Inc. $HON
New York State Teachers Retirement System reduced its stake in Honeywell International Inc. by 1.0% in the fourth quarter, selling 5,255 shares and owning a total of 540,800 shares valued at over $105 million. Other institutional investors showed mixed sentiment, with some increasing their positions. The article also details recent analyst rating changes, insider stock sales, and Honeywell's financial performance, including its latest earnings report and dividend announcement.
Federal Realty Investment Trust Reports First Quarter 2026 Results
Federal Realty Investment Trust has reported its first-quarter 2026 financial results. The information was delivered by Quantisnow, a platform that aggregates real-time market data for retail investors. The report is part of the company's regular financial disclosures and follows previous announcements regarding earnings release dates and SEC filings.
Cboe Global Markets Reports Results for First Quarter 2026 and Continued Execution of Strategic Realignment
Cboe Global Markets has released its Q1 2026 results, highlighting continued progress in its strategic realignment. The report, delivered by Quantisnow, covers financial performance and strategic initiatives for the period. The company (CBOE) has also been the subject of recent analyst ratings and related press releases concerning trading volume and new proposals.
New York State Teachers Retirement System Sells 10,564 Shares of American Tower Corporation $AMT
The New York State Teachers Retirement System reduced its stake in American Tower Corporation by 2.8%, selling 10,564 shares to hold 363,543 shares valued at approximately $63.8 million. This comes as American Tower beat Q1 earnings estimates, raised its FY-2026 guidance, and increased its quarterly dividend. Insider activity saw both a sale by an EVP and a significant purchase by a director.
New York State Teachers Retirement System Trims Stake in HCA Healthcare, Inc. $HCA
The New York State Teachers Retirement System reduced its stake in HCA Healthcare by 4.4% in the fourth quarter, selling 6,953 shares. Despite missing Q1 EPS estimates, HCA reiterated its full-year 2026 EPS guidance, and institutional ownership remains high at 62.73%. Several analysts have issued positive ratings, with a consensus of "Moderate Buy."
Oppenheimer & Co. Inc. Buys 5,771 Shares of Caterpillar Inc. $CAT
Oppenheimer & Co. Inc. has increased its stake in Caterpillar Inc. by 8.9% in the fourth quarter, purchasing an additional 5,771 shares, bringing their total holdings to 70,526 shares valued at $40.4 million. This increased stake makes Caterpillar Oppenheimer's 23rd biggest holding, accounting for 0.6% of their portfolio. The industrial products company recently reported strong Q1 results, beating EPS and revenue estimates, raising its outlook due to AI-driven power generation demand, and returning $5.7 billion to shareholders through buybacks and dividends.
New York State Teachers Retirement System Sells 8,727 Shares of Analog Devices, Inc. $ADI
The New York State Teachers Retirement System reduced its stake in Analog Devices (NASDAQ:ADI) by 2.3% in the fourth quarter, selling 8,727 shares. Despite this, the firm still holds 367,344 shares valued at $99.62 million. Other institutional investors also adjusted their positions in the semiconductor company, with hedge funds and institutional investors collectively owning 86.81% of its stock.
