Group 1 - TTM Technologies, Inc. (TTMI) has seen a 12.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Advanced Energy Industries, Inc. (AEIS) has experienced a 9.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Deluxe Corporation (DLX) has reported an 11.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Ford Motor Company (F) has seen a 7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - Simmons First National Corporation (SFNC) has experienced a 5.2% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Core Insights - The article highlights three stocks with a buy rank and strong income characteristics for investors to consider as of February 17 Group 1: Company Performance - Simmons First National Corporation (SFNC) has seen a 5.2% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - West Bancorporation, Inc. (WTBA) has experienced a 6.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - BCB Bancorp, Inc. (BCBP) has witnessed a significant 14.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] Group 2: Dividend Yield Comparison - Simmons First National Corporation (SFNC) offers a dividend yield of nearly 4%, which is higher than the industry average of nearly 2% [1] - West Bancorporation, Inc. (WTBA) has a dividend yield of 3.9%, compared to the industry average of 2.6% [2] - BCB Bancorp, Inc. (BCBP) provides a dividend yield of 3.8%, exceeding the industry average of 2.3% [3]

Group 1: Interactive Brokers Group, Inc. (IBKR) - The company has a Zacks Rank of 1 and a Momentum Score of A [1] - The Zacks Consensus Estimate for its current year earnings increased by 5.4% over the last 60 days [1] - Shares gained 11.7% over the last three months, outperforming the S&P 500's advance of 0.5% [1] Group 2: Northern Trust Corporation (NTRS) - The company has a Zacks Rank of 1 and a Momentum Score of A [2] - The Zacks Consensus Estimate for its current year earnings increased by 4.6% over the last 60 days [2] - Shares gained 17.7% over the last three months, significantly outperforming the S&P 500's advance of 0.5% [2] Group 3: Simmons First National Corporation (SFNC) - The company has a Zacks Rank of 1 and a Momentum Score of A [3] - The Zacks Consensus Estimate for its current year earnings increased by 5.2% over the last 60 days [3] - Shares gained 12.1% over the last three months, also outperforming the S&P 500's advance of 0.5% [3]

Group 1 - Simmons First National Corporation (SFNC) has seen a 5.2% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days and offers a dividend yield of 4.2%, significantly higher than the industry average of 2.1% [1] - Teekay Tankers Ltd. (TNK) has experienced a 12.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days, with a dividend yield of 1.6%, above the industry average of 1.1% [2] - AngloGold Ashanti Limited (AU) has had a 21.8% increase in the Zacks Consensus Estimate for its next year earnings over the last 60 days [2] Group 2 - Another Zacks Rank 1 company has a dividend yield of 3.4%, compared to an industry average of 0.0% [3]

Core Insights - The company reported a strong fourth-quarter loan growth, marking the highest production pace in years, with total loans growing approximately 7% annualized, although underlying growth was noted to be even higher [3][7] - Management emphasized that deposit growth remains a key strategic priority, having reduced brokered deposits by about $1.4 billion [4][5][19] - The net interest margin (NIM) improved by 31 basis points to 3.81%, with expectations for stability in 2026 and potential increases due to deposit mix improvements [6][8][11] Loan Production and Growth - The fourth-quarter loan growth was the strongest in at least two years, significantly offsetting elevated paydowns, although some portfolio segments showed seasonal weakness [3][4] - The company anticipates low-to-mid single-digit loan growth for 2026, influenced by timing effects and a focus on credit discipline [2][7] Deposit Strategy - Deposit growth is framed as a central strategic focus, with efforts in consumer banking, private banking, and commercial initiatives aimed at attracting deposit-rich customers [19] - The company has a significant opportunity to increase non-interest-bearing deposits, which currently remain below peer levels [19] Net Interest Margin and Financial Outlook - The linked-quarter NIM increase was attributed to a balance sheet restructuring and core NIM expansion, with expectations for a stable margin in 2026 [6][8][9] - Management expects the cumulative deposit beta to moderate, with an estimated incremental beta for future rate cuts around 50% [10] Asset Quality and Credit Conditions - Management reported stable credit conditions, having resolved two problem credits with less impact than expected and completed a sale of the Equipment Finance business [13][15] - The company is focused on cleaning up legacy nonperformers and has adequate reserves for the actions taken [14] Efficiency Initiatives - The company is in the "middle innings" of its Better Bank initiative, with expenses below the fourth-quarter 2022 run-rate despite inflation and ongoing investments [16] - Management highlighted a continuous improvement mindset, with efforts to inspect and optimize processes across various functions [17] Capital Deployment and Investment - Priorities for capital deployment include organic growth and investment, with share repurchases remaining a potential tool based on market conditions [20] - The company plans to continue hiring and upgrading talent, particularly in revenue-generating areas and support functions related to automation [18]

Market Overview - Wall Street's major equity averages closed slightly lower, with power suppliers like Talen Energy (TLN) and Constellation Energy (CEG) leading the declines, dropping over -11% and -9% respectively [1] - Mosaic (MOS) fell over -4% after weak preliminary Q4 results, while J.B. Hunt Transport Services (JBHT) reported weaker-than-expected Q4 revenue, leading to a decline of more than -1% [1] - On a positive note, Micron Technology (MU) rose over +7% after a director purchased approximately $7.8 million worth of shares [1] Economic Data - U.S. industrial production rose +0.4% month-over-month in December, exceeding expectations of +0.1%, while manufacturing production unexpectedly increased by +0.2% against an expected decline of -0.2% [6] - The upcoming U.S. core personal consumption expenditures (PCE) price index, a key inflation gauge, is highly anticipated, especially since it was delayed due to a government shutdown [9] Corporate Earnings - The fourth-quarter corporate earnings season is heating up, with major companies like Netflix (NFLX), Intel (INTC), and Johnson & Johnson (JNJ) expected to report. S&P 500 companies are projected to see an average earnings increase of +8.4% for Q4 compared to the previous year [11] International Developments - European equities faced downgrades to Neutral by Citi strategists due to renewed transatlantic tensions, particularly related to President Trump's tariff threats against European nations opposing his Greenland acquisition bid [14] - In Japan, concerns over public finances are affecting market sentiment, with long-term government bond yields reaching record highs amid speculation about potential consumption tax cuts [19]

Core Insights - Brighthouse Financial, Inc. (BHF) is a significant entity in the financial services sector, focusing on life insurance and annuities, currently trading at $45.69 with a target price of $44.90, indicating a stable outlook [1][5] Company Metrics - BHF has a market capitalization of $2.61 billion, with a price-to-earnings (P/E) ratio of 8.82, suggesting potential undervaluation [2][5] - The earnings per share (EPS) for BHF is reported at $8.75, reflecting its profitability [2] Comparative Analysis - WesBanco, Inc. (WSBC) has a higher P/E ratio of 13.44 and a market cap of $2.90 billion, with a target price indicating a growth potential of 25.45% and a dividend yield of 4.79%, which is higher than BHF's 2.98% [3] - Bread Financial Holdings, Inc. (BFH) has a P/E ratio of 10.93 and a growth potential of 3.65%, while Simmons First National Corporation (SFNC) offers a dividend yield of 3.79% with a P/E ratio of 18.23, providing various investment options based on different goals [4][5]

Group 1 - The article does not provide any specific content related to a company or industry [1]

Market Performance - The U.S. stock market closed lower on October 16, 2025, with the S&P 500 Index down 0.6%, the Dow Jones Industrial Average down 0.7%, and the Nasdaq Composite down 0.5%, reflecting ongoing volatility and concerns over the government shutdown and mixed economic data [1][3][11] - Initial gains were driven by strong corporate earnings, particularly from financial institutions and AI-driven technology firms, with the S&P 500 gaining 0.4% and the Nasdaq Composite climbing 0.7% at one point before retreating [2][11] Economic Indicators - The October NAHB housing market index rose by 5 points to a six-month high of 37, while the October Philadelphia Fed business outlook survey fell sharply by 36.0 points to a six-month low of -12.8, indicating mixed economic signals [7] Corporate Developments - Nvidia (NVDA) rose nearly 2%, and Broadcom (AVGO) jumped 3%, driven by strong demand in the semiconductor and AI sectors [8] - Taiwan Semiconductor Manufacturing Co. (TSM) raised its 2025 revenue guidance to mid-30% growth and reported a 39% surge in third-quarter profit, but its U.S.-listed shares fell 1.6% after initial gains [8] - Salesforce (CRM) closed 4% higher after issuing a positive long-term outlook, projecting revenue to surpass $60 billion in 2030 [8] - Morgan Stanley (MS) and Bank of America (BAC) each rose over 4% after beating third-quarter expectations, while regional banks like Zions Bancorporation (ZION) and Western Alliance Bancorp (WAL) faced significant declines [13] Upcoming Events - The upcoming week will feature the publication of U.S. Consumer Price Index (CPI) and Producer Price Index (PPI) data, which will be closely monitored for insights into the Federal Reserve's monetary policy [6]

Group 1 - Newmont Corporation (NEM) has seen a 14.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Simmons First National Corporation (SFNC) has experienced a 7.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Vertiv Holdings Co (VRT) has recorded a 7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Dorman Products, Inc. (DORM) has seen an 11.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Masco Corporation (MAS) has also experienced an 11.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]