Company Overview - ONEOK, Inc. is a significant player in the energy sector, focusing on midstream services with a 60,000-mile pipeline network essential for energy resource management [1] Stock Performance - As of the latest data, the stock price of OKE is $78.96, showing a slight increase of 1.57% or $1.22 from previous trading [2] - The stock has fluctuated between $77.50 and $79.90 during the trading day, indicating active trading [2] - The stock has a 52-week high of $103.64 and a low of $64.02, reflecting notable volatility [4] Market Analysis - Robert Kad from Morgan Stanley has set a price target of $104 for OKE, suggesting a potential increase of about 30.87% from the current price [2][5] - The market capitalization of OKE is approximately $49.68 billion, positioning it as a substantial entity in the energy sector [4] Dividend Information - OKE has announced a 4% increase in its quarterly dividend, raising it to $1.07 per share, which results in an annualized dividend of $4.28 per share [3][5] - The dividend payment is scheduled for February 13, 2026, to shareholders recorded by February 2, 2026, demonstrating the company's commitment to shareholder value [3]

Core Viewpoint - Automatic Data Processing, Inc. (ADP) is facing challenges in its growth potential due to high valuation and slowing employment trends, despite reporting a revenue increase in its recent financial results [2][3][6]. Financial Performance - For the quarter ending December 2025, ADP reported a revenue of $5.36 billion, reflecting a 6.2% increase from the previous year, but it fell short of the Zacks Consensus Estimate of $5.38 billion, resulting in a negative surprise of 0.47% [4]. - ADP's earnings per share (EPS) for the same quarter was $2.62, surpassing the consensus estimate of $2.58, indicating a positive surprise of 1.62% and growth from the previous year's EPS of $2.35 [4]. Market Position - ADP's current stock price is $254.28, showing a slight decrease of 0.09% or $0.23, with a trading range between $248.30 and $255.73 today [5]. - The company's market capitalization is approximately $102.8 billion, with a trading volume of 1,945,350 shares on the NASDAQ exchange [5]. Analyst Sentiment - Jefferies has maintained an "Underperform" rating for ADP, citing concerns over its high valuation of 22 times earnings and mid single-digit growth potential [2][6]. - The skepticism regarding ADP's Q2 report suggests that analysts do not expect significant share price boosts in the near term [2].

Core Insights - First Community Corporation (NASDAQ:FCCO) reported strong quarterly earnings for the period ending December 2025, with earnings per share (EPS) of $0.69, surpassing the estimated $0.68, and revenue of $20.6 million, exceeding the forecasted $20.2 million [1][6] Financial Performance - The company's revenue of $20.6 million represents a 17.9% increase from the previous year, exceeding the Zacks Consensus Estimate of $20.23 million, resulting in a positive surprise of 1.86% [2] - FCCO's EPS of $0.69 for the quarter shows a significant improvement from $0.55 a year ago, delivering a 1.47% surprise over the consensus estimate [3] - In the previous quarter, FCCO reported earnings of $0.72 per share against an anticipated $0.67, resulting in a 7.46% surprise, indicating a trend of surpassing consensus EPS estimates [4] Valuation Metrics - FCCO's financial metrics include a P/E ratio of 11.71 and a price-to-sales ratio of 2.04, suggesting a reasonable market valuation [5] - The company's debt-to-equity ratio of 0.72 indicates a moderate level of debt, while an earnings yield of 8.54% reflects solid earnings generation per dollar invested [5][6]

Core Insights - Starbucks Corporation is a leading global coffeehouse chain known for premium coffee and customer experience, competing with major brands like Dunkin' and McDonald's [1] - Wells Fargo analyst Zachary Fadem has set a new price target of $110 for Starbucks, indicating a potential 12.27% increase from the current price of $97.98 [1][5] Financial Performance - In the first quarter of fiscal 2026, Starbucks reported a 5.5% year-over-year revenue increase, reaching $9.91 billion, despite missing earnings estimates with an EPS of 56 cents [2][5] - The revenue growth was supported by a 4% rise in global comparable sales, attributed to increased transactions and modest ticket gains [2] Challenges and Strategies - Starbucks is facing margin contraction due to rising labor and coffee costs, yet management remains optimistic about the company's future [3][5] - The "Back to Starbucks" strategy is showing early success, helping to boost sales as more customers return and visit more frequently, which is expected to lead to sustainable growth [3][5] Stock Performance - Currently, Starbucks' stock is trading at approximately $97.92, reflecting a 2.29% increase, with fluctuations between a low of $97.27 and a high of $104.80 on the same day [4] - Over the past year, the stock has reached a high of $117.46 and a low of $75.50, with a market capitalization of about $111.34 billion [4]

Core Insights - Metro Inc. is a significant player in the Canadian retail and food industry, operating supermarkets, discount stores, and pharmacies, and competes with major retailers like Loblaw Companies and Sobeys [1] Financial Performance - BMO Capital maintained an "Outperform" rating for Metro Inc. (MTRAF) while adjusting the price target from C$115 to C$110, with the stock price at $68.73, reflecting a slight increase of 0.37% [2] - The recent Q1 2026 earnings call highlighted the company's financial health, discussing earnings, revenue growth, and strategic plans, with the stock price showing stability within the trading range [3] Market Position - MTRAF has a 52-week high of $78.73 and a low of $62.30, indicating volatility over the past year, with a market capitalization of approximately $14.7 billion [4] - The trading volume for MTRAF is 627 shares, making it a stock of interest for investors in the retail sector [4]

Core Viewpoint - AT&T has issued a profit forecast for the current year that surpasses Wall Street expectations, driven by strategic acquisitions aimed at enhancing its fiber and wireless infrastructure [1] Group 1: Strategic Transactions - The company announced a $6 billion acquisition of Lumen's consumer fiber operations and a $23 billion purchase of spectrum licenses from EchoStar, which are expected to enhance network capacity, improve mobile coverage, and boost broadband speeds [2] - These investments are anticipated to strengthen AT&T's competitive position as remote work and data-intensive usage continue to rise [2] Group 2: Service Bundling and Reporting Structure - AT&T is focusing on offering discounted bundles that combine wireless and fiber broadband services [3] - Starting in the first quarter, the company will report results across three operating segments, including a core domestic 5G and fiber unit that is projected to account for the majority of 2025 revenue [3] Group 3: Financial Projections - For fiscal 2026, AT&T projected free cash flow of at least $18 billion, increasing to $21 billion by 2028, which is above Wall Street expectations [4] - Adjusted earnings for the current year are forecasted in a range of $2.25 to $2.35 per share, compared to a consensus estimate of $2.23 [4] Group 4: Recent Performance - In the fourth quarter, AT&T reported adjusted earnings of $0.52 per share, exceeding expectations of $0.46, despite net additions of monthly bill-paying wireless subscribers being slightly below forecasts [5] - Revenue increased by 3.7% year over year to $33.5 billion, surpassing consensus expectations of $32.83 billion [5]

Core Insights - Corning reported better-than-expected fourth-quarter 2025 results with adjusted earnings of $0.72 per share, exceeding analyst estimates of $0.70, and revenue of $4.41 billion, surpassing the consensus of $4.36 billion [1] - Revenue increased by 14% year over year, while earnings grew at a faster pace of 26% [1] Financial Forecast - For the first quarter of 2026, Corning forecasts core sales between $4.2 billion and $4.3 billion, indicating approximately 15% year-over-year growth, and core earnings of $0.66 to $0.70 per share [2] - The Optical Communications segment showed significant growth, with revenue rising 24% year over year to $1.7 billion, while the Display segment revenue declined by 2% to $955 million [2] Strategic Initiatives - Corning announced an enhanced version of its Springboard Plan, increasing its target for incremental annualized sales to $11 billion by the end of 2028, up from a previous target of $8 billion [3] - For 2026, the company raised its internal sales growth target to $6.5 billion from $6.0 billion [3] - For the full year 2025, Corning reported core sales of $16.41 billion, up 13% year over year, and core earnings per share climbed 29% to $2.52 [3]

Group 1 - Danaher Corporation reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings of $2.23 per share and revenue of $6.84 billion, reflecting a year-over-year revenue increase of 4.5% [1] - The company's non-GAAP core revenue increased by 2.5%, driven by strong performance in bioprocessing [1] Group 2 - For the full year 2025, Danaher achieved adjusted earnings of $7.80 per share, marking a 4.5% growth, and revenue of $24.6 billion, which is a 3.0% increase from the previous year [2] - The company generated $6.4 billion in operating cash flow and $5.3 billion in non-GAAP free cash flow [2] Group 3 - Looking ahead, Danaher anticipates low-single-digit core revenue growth in the first quarter of 2026 [3] - For the full year, the company forecasts core revenue growth of 3% to 6% and adjusted earnings between $8.35 and $8.50 per share, with the midpoint slightly above the analyst consensus of $8.42 [3]

Core Insights - Progressive Corporation reported strong financial results for the December quarter, with net income reaching $2.95 billion and earnings per share at $5.02, leading to a more than 2% increase in share price intraday following the announcement [1] Group 1: Financial Performance - Net premiums written increased to $19.51 billion for the quarter, indicating ongoing growth in the auto insurance sector [2] - The combined ratio improved to 88%, reflecting underwriting profitability as premiums collected exceeded claims and expenses [2] Group 2: Leadership Transition - The company announced a planned leadership transition, with Chief Financial Officer John Sauerland set to retire on July 3, 2026, and Andrew Quigg named as his expected successor [2]

Core Viewpoint - VF Corporation reported stronger-than-expected third-quarter results, but shares fell over 8% intraday despite improving profitability and cash flow trends for fiscal 2026 [1] Financial Performance - The company posted third-quarter earnings of $0.58 per share, exceeding analyst expectations of $0.45 [1] - Revenue totaled $2.88 billion, up 2% in constant currency and above the consensus estimate of $2.75 billion [1] - Adjusted gross margin increased to 57%, up 10 basis points from a year earlier [2] - Operating margin expanded 30 basis points to 12.1% [2] - Operating income rose to $341 million from $318 million in the prior-year quarter [2] Future Projections - For the fourth quarter of fiscal 2026, VF Corporation projected revenue ranging from flat to up 2% year over year [3] - Adjusted operating income is expected to be between $10 million and $30 million for the fourth quarter [3] - For the full fiscal year, the company forecasts higher free cash flow, adjusted operating income, and operating cash flow compared with the prior year [3]