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Medline Analysts Boost Their Forecasts Following Q4 Results
Benzinga· 2026-02-26 18:49
Medline Inc (NASDAQ:MDLN) reported mixed results for the fourth quarter on Wednesday.The company posted a quarterly loss of 1 cent per share which missed the analyst consensus estimate of earnings of 18 cents per share. The company reported quarterly sales of $7.787 billion which beat the analyst consensus estimate of $7.547 billion.“We delivered strong fourth quarter results, concluding a successful 2025 with $2.4 billion in total new customer signings,” said Jim Boyle, Chief Executive Officer of Medline. ...
Eaton increases quarterly dividend to $1.10 per share
Businesswire· 2026-02-26 18:49
DUBLIN--(BUSINESS WIRE)--The Board of Directors of intelligent power management company Eaton (NYSE:ETN) today declared a quarterly dividend of $1.10 per ordinary share, an increase of 6% over its last quarterly dividend. The dividend is payable March 27, 2026, to shareholders of record at the close of business on March 10, 2026. Eaton has paid dividends on its shares every year since 1923. Eaton is an intelligent power management company dedicated to protecting the environment and improving th. ...
Ciena: Expensive For A Reason
Seeking Alpha· 2026-02-26 18:49
Ciena Corporation's ( CIEN ) share price has soared by over 300% over the last 12 months and by almost 50% year-to-date. The company has a strong AI exposure because of the strengthening foothold of its Networking PlatformsI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent ...
Lithium ETF Rallies 91% on Battery Materials Recovery
Etftrends· 2026-02-26 18:49
Lithium ETF Rallies 91% on Battery Materials RecoveryThe [Amplify Lithium & Battery Technology ETF (BATT)] has returned 91.2% over the past year. This comes as lithium prices doubled from their 2025 lows to around $20,000 per metric ton, shifting from oversupply to what analysts call a structural deficit.The lithium market moved from supply glut to balance during 2025. Low prices halted producer investment and slowed global supply growth, according to Morningstar's [February analysis] on lithium's rebound.M ...
AI and Tech Stocks Are in Trouble. Look to These Other Sectors, Says This Veteran Strategist.
Barrons· 2026-02-26 18:49
After 40 years in the investment business, Jim Paulsen now pens a popular Substack newsletter. He sees a new bull market forming in long-neglected stocks, like small-caps. ...
Mega-Cap Value's Quiet Regime Shift: Why MGV Is Built For 2026's Valuation Reset
Seeking Alpha· 2026-02-26 18:47
The Vanguard Mega Cap Value Index Fund ETF ( MGV ) is positioned for outperformance in 2026, and signs of MGV doing better than a broad growth play like SPY have already started emerging. As markets started to consolidate last October, MGV has continuedI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vi ...
CrossAmerica Partners LP Common Units (CAPL) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2026-02-26 18:47
PresentationGood morning, ladies and gentlemen, and welcome to CrossAmerica Partners Fourth Quarter and Full Year 2025 Earnings Call. [Operator Instructions] This call is being recorded on Thursday, February 26, 2026. I would now like to turn the conference over to Maura Topper, Chief Financial Officer. Please go ahead.Maura TopperCFO & Director of CrossAmerica GP LLC Thank you, operator. Good morning, and thank you for joining the CrossAmerica Partners Fourth Quarter and Full Year 2025 Earnings Call. With ...
Marriott Vacations Q4 Earnings Top Estimates, Revenues Miss, Stock Up
ZACKS· 2026-02-26 18:46
Key Takeaways Marriott Vacations reported Q4 EPS of $1.86, topping estimates, while revenues of $1.323B missed forecasts.VAC saw contract sales fall 4% on lower tour flow and VPG, pressuring development profit and margins.Marriott Vacations issued 2026 guidance, projecting up to $780M in EBITDA and $7.80 in adjusted EPS.Marriott Vacations Worldwide Corporation (VAC) reported mixed results for its fourth quarter of 2025, with adjusted earnings beating the Zacks Consensus Estimate, while revenues missed the s ...
Starwood Property Q4 Earnings Beat Estimates, BVPS Declines Y/Y
ZACKS· 2026-02-26 18:46
Key Takeaways STWD's Q4 distributable earnings rose to 42 cents per share, beating estimates but down from last year.Total revenues rose 8.5% to $492.9M, supported by higher cash balances.BVPS dropped 3.9% to $18.34, with costs and expenses increasing nearly 1%.Starwood Property Trust, Inc. (STWD) reported fourth-quarter 2025 distributable earnings of 42 cents per share, which surpassed the Zacks Consensus Estimate of 41 cents. However, the reported figure compares unfavorably with 48 cents per share in the ...
OUTFRONT Media Beats Q4 AFFO, Guides for Double-Digit Growth in 2026
ZACKS· 2026-02-26 18:46
Key Takeaways OUTFRONT Media beat Q4 AFFO estimates, driven by strong Transit growth and margin expansion.OUT saw Transit revenue surge 15.7%, lifting total revenues 4.1% year over year.OUT expects comfortably double-digit AFFO growth in 2026, backed by digital gains and efficiencies.OUTFRONT Media Inc. (OUT) reported fourth-quarter 2025 adjusted funds from operations (AFFO) per share of 73 cents, surpassing the Zacks Consensus Estimate of 71 cents. This compares favorably with the FFO per share of 69 cents ...