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T-Mobile Stock Dips on Oppenheimer Downgrade
Schaeffers Investment Research· 2025-11-21 16:02
Core Viewpoint - T-Mobile US Inc (NASDAQ:TMUS) is experiencing a decline in stock price following a downgrade by Oppenheimer, which cited slowing industry subscriber growth as a concern for the company's ability to meet subscriber and free cash flow estimates [1]. Stock Performance - T-Mobile's stock has been volatile, reaching a one-year low of $199.41 on November 6 after peaking at $276.49 in March. The stock is down approximately 5% year-to-date [2]. Options Trading Activity - Options traders are showing bullish sentiment, with a 10-day call/put volume ratio of 3.94, indicating significant buying activity. This ratio is the highest compared to all readings from the past year. Additionally, T-Mobile's put/call open interest ratio of 0.45 is in the lowest percentile of its annual range, further reflecting a positive outlook [3]. Volatility Expectations - T-Mobile's stock has historically exceeded options traders' volatility expectations, as indicated by a Schaeffer's Volatility Scorecard (SVS) rating of 91 out of 100 [4].
Oppenheimer & Co. Inc. Appoints Keith Peterson As Head of Cash Equity Sales and Trading
Prnewswire· 2025-11-17 11:00
Core Insights - Oppenheimer & Co. Inc. has appointed Keith Peterson as Managing Director and Head of Cash Equity Sales and Trading, aiming to enhance trading operations and cross-platform growth initiatives [1][2][3] Group 1: Leadership and Experience - Keith Peterson brings over two decades of equity markets experience, previously serving as Partner and Head of Sector Trading at William Blair and spending nearly 20 years at Credit Suisse [3][4] - His expertise in trading and client relationship management is expected to strengthen Oppenheimer's equities platform [3] Group 2: Strategic Goals - Peterson will oversee all supervisory and operational activities for the equity sales and trading team, ensuring excellence in client service [2][4] - He will co-chair the newly formed Capital Markets Business Development Committee, focusing on collaboration across asset classes and identifying growth opportunities [4][5] Group 3: Company Vision - Oppenheimer is committed to building a best-in-class Equities platform and delivering differentiated products and services to clients globally [4] - The firm continues to invest in top talent to support long-term growth across capital markets, aligning with its culture of teamwork and excellence [5]
Oppenheimer Asset Management Inc. Takes Position in Exelixis, Inc. $EXEL
Defense World· 2025-11-03 08:59
Group 1: Institutional Investment Activity - Belpointe Asset Management LLC purchased a new stake in Exelixis worth approximately $572,000 during the first quarter [1] - Envestnet Asset Management Inc. increased its position in Exelixis by 23.9%, now owning 248,073 shares valued at $9,159,000 after purchasing an additional 47,845 shares [1] - Intech Investment Management LLC increased its position by 46.4%, now holding 392,022 shares worth $14,473,000 after acquiring an additional 124,297 shares [1] - 85.27% of Exelixis stock is currently owned by hedge funds and other institutional investors [1] Group 2: Analyst Ratings and Price Targets - Truist Financial lowered its price target on Exelixis from $56.00 to $49.00 while maintaining a "buy" rating [2] - Morgan Stanley reduced its price target from $50.00 to $44.00, assigning an "overweight" rating [2] - Guggenheim reiterated a "buy" rating with a price target of $45.00 [2] - Leerink Partners upgraded Exelixis from "market perform" to "outperform" with a price target of $48.00 [2] - The average rating for Exelixis is "Moderate Buy" with a consensus price target of $44.53 [2] Group 3: Stock Performance and Financial Metrics - Exelixis shares opened at $38.67, with a market cap of $10.41 billion [3] - The stock has a P/E ratio of 18.59 and a PEG ratio of 0.79 [3] - Exelixis has a 52-week low of $31.90 and a high of $49.62 [3] Group 4: Company Overview - Exelixis, Inc. focuses on the discovery, development, and commercialization of new medicines for difficult-to-treat cancers in the U.S. [4] - The company offers CABOMETYX for advanced renal cell carcinoma and COMETRIQ for progressive and metastatic medullary thyroid cancer [4]
Oppenheimer Holdings declares $0.18 dividend (NYSE:OPY)
Seeking Alpha· 2025-11-03 06:22
Group 1 - The article does not provide any specific content related to a company or industry [1]
Oppenheimer Asset Management Inc. Has $725,000 Stock Holdings in Core Laboratories Inc. $CLB
Defense World· 2025-11-02 09:05
Core Laboratories Overview - Oppenheimer Asset Management Inc. reduced its holdings in Core Laboratories by 9.0%, owning 62,951 shares valued at $725,000 after selling 6,233 shares [2] - Institutional investors and hedge funds own 97.81% of Core Laboratories stock [3] Recent Hedge Fund Activity - Ariel Investments LLC increased its stake by 7.4%, now owning 10,342,025 shares valued at $155,027,000 after acquiring 709,455 shares [3] - Fred Alger Management LLC grew its position by 32.4%, owning 736,853 shares valued at $11,045,000 after purchasing 180,344 shares [3] - Rice Hall James & Associates LLC increased its stake by 71.2%, now owning 193,798 shares valued at $2,905,000 after acquiring 80,595 shares [3] Analyst Ratings and Forecasts - Stifel Nicolaus lowered the price target from $13.00 to $12.00, maintaining a "hold" rating [4] - Weiss Ratings upgraded from "sell (d+)" to "hold (c-)" [4] - Zacks Research upgraded from "strong sell" to "hold" [4] - The consensus rating for Core Laboratories is "Hold" with an average price target of $12.50 [4] Stock Performance and Financial Metrics - Core Laboratories stock opened at $15.95, with a market capitalization of $742.40 million [5] - The company has a debt-to-equity ratio of 0.41, quick ratio of 1.76, and current ratio of 2.37 [5] - The stock has a 52-week low of $9.72 and a high of $21.83 [5] Quarterly Earnings Results - Core Laboratories reported $0.22 EPS, exceeding estimates of $0.19 by $0.03, with revenue of $134.52 million [6] - Revenue increased by 0.1% year-over-year, with a net margin of 6.21% [6] - Guidance for Q4 2025 is set at 0.180-0.22 EPS [6] Dividend Announcement - Core Laboratories declared a quarterly dividend of $0.01 per share, with an annualized dividend of $0.04 and a yield of 0.3% [7] - The dividend payout ratio is currently 5.97% [7] Company Profile - Core Laboratories provides reservoir description and production enhancement services to the oil and gas industry [8] - The company operates through Reservoir Description and Production Enhancement segments [8]
Oppenheimer Asset Management Inc. Sells 1,630 Shares of CF Industries Holdings, Inc. $CF
Defense World· 2025-11-02 09:05
Core Insights - CF Industries has seen significant changes in institutional investor positions, with notable increases in holdings by several hedge funds during the second quarter [1] - Analyst ratings for CF Industries have been mixed, with some brokerages lowering their price targets while others maintain a "hold" rating [2] - The company's stock has shown a slight increase, with a current market capitalization of $13.50 billion and a PE ratio of 10.88 [3] - CF Industries reported strong quarterly earnings, exceeding revenue expectations and showing a year-over-year revenue increase of 20.2% [4] - A quarterly dividend of $0.50 per share has been announced, reflecting a 2.4% dividend yield [5] Institutional Investor Activity - Brighton Jones LLC acquired a new stake worth approximately $469,000 in CF Industries during the second quarter [1] - Focus Partners Advisor Solutions LLC increased its holdings by 57.9%, now owning shares worth $558,000 after purchasing an additional 2,226 shares [1] - AlphaQuest LLC significantly boosted its holdings by 548.6%, now owning shares valued at $1,312,000 after acquiring 12,064 additional shares [1] - 93.06% of CF Industries' stock is owned by institutional investors [1] Analyst Ratings - Goldman Sachs reduced its price target from $96.00 to $94.00, maintaining a "neutral" rating [2] - BNP Paribas downgraded the stock from "strong-buy" to "hold" [2] - HSBC lowered its target price from $104.00 to $95.00, also rating it as "hold" [2] - The consensus rating for CF Industries is "Hold" with a target price of $97.54 [2] Financial Performance - CF Industries reported earnings of $2.37 per share, beating the consensus estimate of $2.35 by $0.02 [4] - The company achieved revenue of $1.89 billion, surpassing analyst estimates of $1.73 billion [4] - The net margin for the quarter was 20.19%, with a return on equity of 17.10% [4] - Analysts forecast earnings per share of 5.83 for the current year [4] Dividend Announcement - A quarterly dividend of $0.50 per share will be paid on November 28th, with a record date of November 14th [5] - This dividend represents an annualized amount of $2.00 and a yield of 2.4% [5] - The current dividend payout ratio stands at 26.11% [5] Company Overview - CF Industries engages in the manufacture and sale of hydrogen and nitrogen products for various industrial applications [7]
Oppenheimer Asset Management Inc. Acquires 1,086 Shares of NEOS S&P 500 High Income ETF $SPYI
Defense World· 2025-11-02 09:05
Core Insights - Oppenheimer Asset Management Inc. increased its stake in NEOS S&P 500 High Income ETF by 9.4% in Q2, owning 12,675 shares valued at $638,000 after purchasing an additional 1,086 shares [2] - Other institutional investors also increased their holdings, with LPL Financial LLC boosting its position by 55.2% and owning 1,290,478 shares valued at $61.8 million after acquiring 458,785 shares [3] - NEOS S&P 500 High Income ETF has a market capitalization of $4.36 billion, a P/E ratio of 25.58, and a beta of 0.71, with a 52-week price range of $41.60 to $52.78 [4] Institutional Activity - Cascade Wealth Advisors Inc. raised its stake by 78.4%, now owning 266,248 shares worth $12.3 million after buying 116,972 shares [3] - American Alpha Advisors LLC and Teamwork Financial Advisors LLC both established new stakes in the ETF, valued at approximately $4.24 million and $4.44 million respectively [3] - 3EDGE Asset Management LP also acquired a new stake worth about $3.91 million [3] Company Profile - NEOS S&P 500 High Income ETF primarily invests in total market equity, aiming for tax-efficient and high monthly income through active investments in S&P 500 stocks and options [5] - The fund employs a call spread strategy using SPX index option futures contracts [5]
Oppenheimer Asset Management Inc. Takes Position in Artivion, Inc. $AORT
Defense World· 2025-11-02 09:05
Investment Activity - Oppenheimer Asset Management Inc. purchased 21,513 shares of Artivion, Inc. valued at approximately $669,000, representing about 0.05% ownership at the end of the last quarter [2] - MCF Advisors LLC increased its holdings by 109.3%, now owning 1,176 shares worth $29,000 after buying an additional 614 shares [2] - Other institutional investors, including EntryPoint Capital LLC, Natixis Advisors LLC, and Zurcher Kantonalbank Zurich Cantonalbank, also increased their stakes in Artivion during the first quarter [2] Analyst Ratings - Citigroup maintained an "outperform" rating for Artivion [3] - Needham & Company raised the price target from $45.00 to $50.00 and assigned a "buy" rating [3] - The average rating for Artivion is "Moderate Buy" with a consensus target price of $43.97 [3] Stock Performance - Artivion's stock opened at $45.41, with a 52-week low of $21.97 and a high of $46.19 [4] - The company has a market capitalization of $2.14 billion and a PE ratio of -108.12 [4] Financial Results - Artivion reported $0.24 EPS for the last quarter, exceeding estimates of $0.11 by $0.13 [5] - Revenue for the quarter was $112.97 million, up 15.3% year-over-year, surpassing estimates of $107.96 million [5] - The company has set its FY 2025 guidance at EPS, with analysts forecasting $0.37 for the current fiscal year [5] Insider Transactions - SVP Jean F. Holloway sold 23,356 shares at an average price of $43.01, totaling approximately $1,004,541.56, reducing ownership by 11.95% [6] - SVP Marshall S. Stanton sold 18,200 shares at an average price of $44.02, totaling approximately $801,164.00, representing a 22.09% decrease in position [6] - Insiders have sold a total of 74,858 shares worth $3,250,129 over the last three months, with insiders owning 7.60% of the stock [6] Company Overview - Artivion, Inc. manufactures and distributes medical devices and implantable human tissues, including BioGlue and aortic arch stent grafts [8]
Oppenheimer Asset Management Inc. Buys 4,230 Shares of Range Resources Corporation $RRC
Defense World· 2025-11-02 09:05
Core Insights - Oppenheimer Asset Management Inc. increased its stake in Range Resources Corporation by 36.1% in Q2, owning 15,955 shares valued at $649,000 after acquiring an additional 4,230 shares [2] - Other institutional investors also increased their holdings, with GAMMA Investing LLC up by 4.7%, Public Employees Retirement System of Ohio by 0.4%, and Bessemer Group Inc. by 48.0% [3] - Range Resources reported a quarterly EPS of $0.57, exceeding analysts' expectations, with revenue of $748.53 million, a 21.7% increase year-over-year [6] Institutional Investment - Oppenheimer Asset Management Inc. now holds 15,955 shares after a 36.1% increase [2] - GAMMA Investing LLC increased its holdings by 4.7%, owning 6,013 shares valued at $245,000 [3] - Public Employees Retirement System of Ohio owns 73,294 shares valued at $2,981,000 after a 0.4% increase [3] - Bessemer Group Inc. boosted its stake by 48.0%, now holding 971 shares valued at $39,000 [3] - Institutional investors collectively own 98.93% of Range Resources' stock [3] Analyst Ratings and Price Targets - Weiss Ratings downgraded Range Resources from "buy (b-)" to "hold (c+)" [4] - Morgan Stanley reduced its price target from $44.00 to $42.00, maintaining an "equal weight" rating [4] - Royal Bank Of Canada raised its target price from $45.00 to $46.00 with a "sector perform" rating [4] - The consensus rating for the stock is "Hold" with a target price of $41.95 [4] Stock Performance - Range Resources stock opened at $35.58, with a one-year low of $29.48 and a high of $43.50 [5] - The company has a market capitalization of $8.47 billion, a PE ratio of 14.95, and a beta of 0.51 [5] Financial Performance - The company reported a net margin of 19.64% and a return on equity of 15.99% [6] - Revenue for the quarter was $748.53 million, surpassing expectations of $721.22 million [6] - The anticipated EPS for the current year is 2.02 [6] Dividend Information - Range Resources announced a quarterly dividend of $0.09 per share, representing an annualized dividend of $0.36 and a yield of 1.0% [7] - The dividend payout ratio is currently 15.13% [7]
Oppenheimer Asset Management Inc. Has $669,000 Stock Holdings in JFrog Ltd. $FROG
Defense World· 2025-11-02 09:05
Core Insights - JFrog has seen significant increases in institutional ownership, with 85.02% of its stock currently held by institutional investors and hedge funds [1] - Analysts have generally positive outlooks on JFrog, with multiple firms raising their target prices and maintaining "buy" or "outperform" ratings [2] - The company's recent quarterly earnings report showed a revenue increase of 23.5% year-over-year, surpassing consensus estimates [4] Institutional Holdings - Vanguard Group Inc. increased its position by 0.4%, owning 8,871,984 shares valued at $283.9 million after purchasing an additional 35,458 shares [1] - TimesSquare Capital Management LLC raised its holdings by 6.5%, now owning 3,622,911 shares valued at $115.9 million after an additional purchase of 222,635 shares [1] - AllianceBernstein L.P. significantly increased its position by 1,974.0%, owning 2,151,008 shares worth $68.8 million after acquiring 2,047,294 shares [1] Analyst Ratings - Canaccord Genuity Group raised its target price from $52.00 to $55.00, maintaining a "buy" rating [2] - KeyCorp increased its target price from $52.00 to $57.00, giving an "overweight" rating [2] - The average rating for JFrog's stock is "Moderate Buy" with a consensus target price of $53.44 [2] Stock Performance - JFrog's stock opened at $47.48, with a market cap of $5.54 billion and a PE ratio of -61.66 [3] - The stock has a 52-week range with a low of $27.00 and a high of $51.94 [3] Earnings Report - JFrog reported earnings per share (EPS) of $0.18, exceeding the consensus estimate of $0.16 by $0.02 [4] - Revenue for the quarter was $127.2 million, above the consensus estimate of $122.8 million [4] - The company has set FY 2025 guidance at 0.680-0.70 EPS and Q3 2025 guidance at 0.150-0.17 EPS [4] Insider Transactions - CRO Tali Notman sold 13,067 shares at an average price of $50.26, reducing her position by 1.94% [5] - Director Yvonne Wassenaar sold 1,372 shares at an average price of $47.94, decreasing her ownership by 4.47% [5] - Over the last ninety days, insiders sold 481,492 shares worth $23.1 million, with insiders currently owning 14.10% of the stock [5] Company Overview - JFrog Ltd. provides a hybrid software supply chain platform, including products like JFrog Artifactory and JFrog Xray, which help organizations manage and secure their software packages [7]