Consensus(US:CCSI) Yahoo Finance·2026-02-19 11:55Core Viewpoint - The Meridian Small Cap Growth Fund's fourth-quarter 2025 performance reflects a mixed market environment, with small caps achieving a 12.8% annual return despite a 0.90% net return for the fund in Q4 compared to the Russell 2000 Growth Index's 1.22% return [1]. Group 1: Market Overview - U.S. equity markets experienced optimism due to potential monetary easing and caution regarding economic growth and valuations [1]. - Early gains in the quarter were driven by strong AI-related earnings and a rate cut by the US Federal Reserve in October [1]. - Market sentiment cooled later in the quarter, but the overall annual results remained robust [1]. Group 2: Fund Performance - The Meridian Small Cap Growth Fund achieved a 0.90% net return in Q4 2025 [1]. - Small caps delivered a 2.2% gain in Q4 2025, contributing to an annual return of 12.8% [1]. Group 3: Company Focus - Consensus Cloud Solutions, Inc. - Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) is highlighted as a leading information delivery services provider with a one-month return of 29.94% and a 10.70% increase over the last 52 weeks [2]. - The stock closed at $28.34 per share on February 18, 2026, with a market capitalization of $538.624 million [2]. - The company has a high percentage of recurring revenues, low churn in the enterprise segment, and high margins, but underperformed in Q4 due to a mixed earnings report [3]. - Currently trading at less than four times earnings with a free cash flow yield of approximately 22%, the company is viewed as attractively valued [3]. - Consensus Cloud Solutions, Inc. recorded revenue of $87.1 million in Q4 2025, a slight increase of 0.1% from Q4 2024 [5].