TOLEDO, Ohio--(BUSINESS WIRE)--Owens Corning (NYSE: OC) today announced that its Board of Directors has declared a quarterly cash dividend of $0.79 per common share. The dividend will be payable on April 9, 2026, to shareholders of record as of March 9, 2026. Future dividend declarations will be made at the discretion of the Board of Directors and will be based on the company's earnings, financial condition, cash requirements, future prospects, and other factors. About Owens Corning Owens Corni. ...

TOLEDO, Ohio--(BUSINESS WIRE)--Owens Corning (NYSE: OC), a building products leader, is scheduled to announce its fourth-quarter and full-year 2025 financial results on Wednesday, February 25, 2026, before the New York Stock Exchange opens. The company will host a call to discuss its financial results at 9 a.m. ET the same day. Webcast https://events.q4inc.com/attendee/915937468 A webcast replay will be available for one year using the same link. Callers Please dial in 10-15 minutes before the. ...

Toronto, Ontario--(Newsfile Corp. - February 2, 2026) - Olive Resource Capital Inc. (TSXV: OC) ("Olive" or the "Company") is pleased to provide investors an update on its investments for the period ending January 31, 2026.Table 1: Olive's Investment PortfolioNameTickerSectorCategory (Audited) Value (Unaudited) Value (Unaudited) Value Dec 31, 2024Dec 31, 2025(1)Jan 31, 2026(1)Omai Gold Mines Corp.(2)OMG.vPrecious MetalsPublic Equity$456,720 $3,504,200 $4,230,070 Black Sheep Ventures Inc.PrivateReal EstatePr ...

Core Viewpoint - Owens Corning (OC) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of exceeding expectations [1]. Group 1: Earnings Performance - Owens Corning has a solid track record of surpassing earnings estimates, with an average surprise of 5.81% over the last two quarters [2]. - In the last reported quarter, the company achieved earnings of $3.67 per share, exceeding the Zacks Consensus Estimate of $3.64 per share by 0.82% [3]. - In the previous quarter, Owens Corning reported earnings of $4.21 per share against an expected $3.8 per share, resulting in a surprise of 10.79% [3]. Group 2: Earnings Estimates and Predictions - Recent changes in earnings estimates for Owens Corning have been favorable, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating potential for an earnings beat [6]. - The current Earnings ESP for Owens Corning is +12.59%, reflecting increased analyst optimism regarding its near-term earnings potential [9]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced positive surprises nearly 70% of the time [7].

Core Insights - The market is witnessing a potential multi-year outperformance cycle for low-valuation equities and small caps, which have lagged for about a decade [2] - Value stocks outperformed growth stocks by 269-724 basis points across all market caps in Q4 [3] - The concentration of large-cap technology stocks has increased significantly, with the top 12 AI-linked stocks adding approximately $15 trillion in market cap since the launch of ChatGPT in 2022, while their revenue growth was only $650 billion [5] Market Performance - In Q4, value stocks across various market caps showed significant outperformance compared to growth stocks, with the Russell Top 200 value stocks returning 3.81% versus 1.12% for growth, resulting in a 2.69% difference [4] - Small caps have shown signs of recovery, with earnings growth slightly exceeding that of larger companies for the first time in thirteen quarters [7] - The Deep Value Select strategy returned +5.09% in the last quarter, outperforming both the S&P 1500 Value Index and the S&P 600 Value Index [12] Capital Expenditure Trends - The five largest AI hyperscalers have seen their combined capital expenditures rise from $97 billion in 2020 to approximately $400 billion in 2025, with expectations of exceeding $600 billion by 2027 [6] - Technology sector capital expenditures as a percentage of U.S. GDP are projected to surpass the peak of 1.2% seen in 2000 [6] Company-Specific Insights - Nabors Industries improved its balance sheet significantly, reducing debt leverage from over 6x to near 2x, and is well-positioned to benefit from a potential increase in global rig demand [14][17] - JELD-WEN is undergoing a multi-year transformation to improve profitability, despite facing challenges in the housing market [19] - Conduent is in the midst of a multi-year transformation, focusing on streamlining operations and reducing debt, with a significant portion of its shares repurchased [20][24] Valuation Insights - Small caps are currently trading at a forward 1-year price-to-earnings multiple that is 30% lower than large caps, indicating a potential for valuation expansion [8] - The valuation spread between large-cap growth and small-cap value is near historical extremes, suggesting that small-cap value may be poised for outperformance [12]

Toronto, Ontario--(Newsfile Corp. - January 12, 2026) - Olive Resource Capital Inc. (TSXV: OC) ("Olive" or the "Company") is pleased to provide investors an update on its investments for the period ending December 31, 2025.Derek Macpherson, the Company's Executive Chairman stated: "Olive's investors are now reaping the rewards of the work completed in 2022 and 2023 to reposition the Company's portfolio. The Company's assets rose 151% in 2025, and the share price increased 240% in 2025. Strong performance a ...

Company Overview - Owens Corning is a leading global manufacturer in the building materials industry, focusing on insulation, roofing, and fiberglass composites, with a diversified segment structure that provides resilience and competitive differentiation in construction and infrastructure markets [2][5]. Recent Performance - As of January 5, 2026, Owens Corning shares were priced at $113.66, reflecting a decline of 32.13% over the prior year, and underperforming the S&P 500 by 48.69 percentage points during the same period [3]. - The company's stock has slumped approximately 31% over the last 12 months, attributed to a lukewarm construction market and a lack of significant severe weather [6]. Institutional Activity - Paradiem, a financial advisory firm, sold 58,221 shares of Owens Corning during the fourth quarter, resulting in a decline of $9,295,192 in the value of its Owens Corning position, which now represents 0.96% of its 13F assets [4]. Investment Considerations - Owens Corning's shares are currently trading at a price-to-sales (P/S) ratio of 0.92, near the stock's five-year low of 0.77 and below its five-year average of 1.24, suggesting potential value for investors [7].

Group 1 - Owens Corning (NYSE:OC) has been added to David Tepper's Q3 portfolio with an acquisition of 161,500 shares valued at $22.8 million, indicating strong interest from institutional investors [1] - The average price target for Owens Corning suggests a potential upside of 17%, while the highest target indicates a possible upside of 57% [1] - Analyst Sam Reid from Wells Fargo has maintained an Overweight rating on Owens Corning but has reduced the price target from $150 to $130, citing skepticism in the housing market for 2025 and challenges for 2026 [2] Group 2 - Owens Corning reported a 15% increase in its quarterly cash dividend, now at $0.79 per common share, to be distributed on January 21, 2026 [3] - The company has promoted José Méndez-Andino to Executive Vice President and Chief Innovation Officer, focusing on product innovation and new applications in the high-quality building products market [4] - Owens Corning operates through four main segments: Roofing, Insulation, Doors, and Composites, and has been in business since 1938 [5]

Group 1 - Owens Corning is identified as a diversified and inexpensive building materials company, with a strong focus on ESG, innovation, and organic growth, which has positively impacted its share performance in recent years [1] - The company is currently facing challenges due to the overhang from the Masonite deal and a slowdown in growth [1] Group 2 - The investment group "Value In Corporate Events" provides coverage of major corporate events such as earnings reports, M&A, and IPOs, aiming to identify the best investment opportunities [1]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend driven by tariffs [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which provides a strong financial foundation [8] - It also has a substantial equity stake in another AI-related company, offering investors indirect exposure to multiple growth opportunities without the associated premium costs [9][10] Market Trends - The company is strategically aligned with several market trends, including the AI infrastructure supercycle, the surge in U.S. LNG exports, and the focus on nuclear energy as a clean power source [14] - Wall Street is beginning to recognize this company due to its undervalued status and its ability to capitalize on the growing demand for energy in the AI sector [8][10] Future Outlook - The influx of talent into the AI sector is expected to drive rapid advancements and innovation, making investments in AI a strategic move for future growth [12] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act now [15]