Fidelity National Information Services (FIS) reported $2.81 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 8.2%. EPS of $1.68 for the same period compares to $1.40 a year ago.The reported revenue represents a surprise of +2.64% over the Zacks Consensus Estimate of $2.74 billion. With the consensus EPS estimate being $1.69, the EPS surprise was -0.66%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Core Insights - Oneok Inc. reported revenue of $9.07 billion for the quarter ended December 2025, reflecting a year-over-year increase of 29.5% but a revenue surprise of -4.5% compared to the Zacks Consensus Estimate of $9.49 billion [1] - The company's EPS was $1.55, slightly down from $1.57 in the same quarter last year, with an EPS surprise of +4.73% against the consensus estimate of $1.48 [1] Financial Performance Metrics - Oneok's shares have returned +12% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3] Key Operational Metrics - Raw feed throughput for Natural Gas Liquids was reported at 1,586.00 MBBL/d, below the two-analyst average estimate of 1,650.68 MBBL/d [4] - Adjusted EBITDA for Natural Gas Liquids was $723 million, compared to the average estimate of $781.79 million [4] - Adjusted EBITDA for Refined Products & Crude was $567 million, below the average estimate of $608.12 million [4] - Adjusted EBITDA for Natural Gas Pipelines was $261 million, exceeding the average estimate of $224.21 million [4] - Adjusted EBITDA for Natural Gas Gathering and Processing was $541 million, slightly below the average estimate of $574.43 million [4]

Core Insights - Forrester Research reported a revenue of $101.06 million for the quarter ended December 2025, reflecting a year-over-year decline of 6.5% and an EPS of $0.17 compared to $0.36 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $103.26 million, resulting in a surprise of -2.13%, while the EPS also missed the consensus estimate of $0.21 by -20.3% [1] Revenue Breakdown - Revenue from Events was $2.66 million, below the estimated $2.98 million, marking a -1% change year-over-year [4] - Revenue from Consulting was $21.79 million, compared to the estimated $22.2 million, representing a -16% change year-over-year [4] - Revenue from Research was $76.62 million, falling short of the $78.04 million estimate, indicating a -3.5% change year-over-year [4] Stock Performance - Forrester Research's shares have returned -21.1% over the past month, contrasting with the Zacks S&P 500 composite's -0.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - The article focuses on a comprehensive industry comparison of Adobe against its key competitors in the Software industry, analyzing financial metrics, market position, and growth prospects to provide insights for investors [1] Group 1: Adobe Background - The debt-to-equity (D/E) ratio is highlighted as a crucial measure for assessing a company's financial health and risk profile, aiding in informed decision-making [2] Group 2: Financial Metrics Comparison - Adobe's PE, PB, and PS ratios are low compared to its peers, suggesting potential undervaluation, while its high ROE, EBITDA, and gross profit indicate strong profitability and operational efficiency [3] - Adobe's revenue growth is noted to be low, which may raise concerns about its future performance relative to industry peers [3] Group 3: Debt-to-Equity Ratio - Among its top 4 peers, Adobe has a moderate debt-to-equity ratio of 0.57, indicating a balanced financial structure with a reasonable proportion of debt and equity [5]

Core Viewpoint - ArcBest Corporation continues to demonstrate resilience in the logistics and freight transportation sector, despite facing challenges in earnings performance [1][6]. Financial Performance - The company reported quarterly revenue of $972.69 million for the period ending December 2025, reflecting a slight decline of 2.9% year-over-year but surpassing the Zacks Consensus Estimate of $968.81 million by 0.4% [2]. - ArcBest's earnings per share (EPS) for the same quarter was $0.36, significantly down from $1.33 a year earlier and below the Zacks Consensus Estimate of $0.45, resulting in a negative surprise of 19.1% [3]. Stock Market Reaction - Following the earnings report, ArcBest's stock price increased by approximately 5.76%, or $4.91, reaching $90.22, despite the earnings miss [4][6]. - The stock exhibited volatility, trading between a low of $79.67 and a high of $90.69 on the day of the announcement, with a yearly range of $55.19 to $99.99 [4]. Market Position - ArcBest has a market capitalization of around $2.03 billion and a trading volume of 884,139 shares on the NASDAQ exchange, indicating a degree of investor confidence in the company's long-term prospects despite recent earnings challenges [5].

Core Insights - American Express reported $18.98 billion in revenue for Q4 2025, a 10.5% year-over-year increase, with an EPS of $3.53 compared to $3.04 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $18.82 billion by 0.84%, while the EPS fell short of the consensus estimate of $3.54 by 0.28% [1] Financial Performance Metrics - Total Card Member loans reached $151.83 billion, surpassing the average estimate of $151.12 billion [4] - Risk-Based Capital Ratios - Basel III - Common Equity Tier 1/Risk Weighted Assets stood at 10.5%, slightly above the average estimate of 10.4% [4] - Commercial Services Card Member loans totaled $30.83 billion, exceeding the average estimate of $30.60 billion [4] - International Card Services loans amounted to $20.83 billion, higher than the average estimate of $19.79 billion [4] - Network volumes were reported at $506.20 billion, above the average estimate of $502.57 billion [4] - Book value per common share was $46.45, compared to the average estimate of $46.17 [4] - U.S. Consumer Services Card Member loans totaled $100.17 billion, slightly below the average estimate of $100.73 billion [4] - Total non-interest revenues reached $14.46 billion, exceeding the average estimate of $14.33 billion [4] - Net Interest Income was reported at $4.52 billion, slightly above the average estimate of $4.51 billion [4] - Non-interest revenues from discount revenue were $9.88 billion, above the average estimate of $9.83 billion [4] - Non-interest revenues from net card fees matched the average estimate at $2.63 billion [4] - Non-interest revenues from service fees and other revenue were $1.95 billion, exceeding the average estimate of $1.89 billion [4] Stock Performance - American Express shares have returned -3.1% over the past month, while the Zacks S&P 500 composite increased by 0.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - LPL Financial Holdings Inc. (LPLA) reported a revenue of $4.91 billion for the quarter ended December 2025, marking a 39.7% increase year-over-year and exceeding the Zacks Consensus Estimate by 2.19% [1] - The earnings per share (EPS) for the quarter was $5.23, up from $4.25 in the same quarter last year, representing an EPS surprise of 8.62% over the consensus estimate [1] Financial Performance Metrics - Total Advisory and Brokerage Assets reached $2,370.50 billion, surpassing the average estimate of $2,341.72 billion [4] - Brokerage Assets were reported at $977.90 billion, slightly below the average estimate of $984.04 billion [4] - Advisory Assets totaled $1,392.70 billion, exceeding the average estimate of $1,357.69 billion [4] - The number of advisors decreased to 32,178, compared to the estimated 32,753 [4] Revenue Breakdown - Revenue from commissions was $1.23 billion, slightly above the average estimate of $1.22 billion, reflecting a year-over-year increase of 27.6% [4] - Service and fee revenue was reported at $180.64 million, exceeding the average estimate of $170.29 million, with a year-over-year growth of 29.9% [4] - Asset-based fees generated $816.07 million, below the estimated $833.46 million, but still showing a 21.8% increase year-over-year [4] - Advisory revenue reached $2.54 billion, surpassing the average estimate of $2.47 billion, with a significant year-over-year increase of 59.4% [4] - Transaction revenue was $75.15 million, slightly below the average estimate of $76.18 million, reflecting a year-over-year increase of 22.1% [4] - Other asset-based revenue was $375.81 million, compared to the average estimate of $382.4 million, with a year-over-year change of 29.2% [4] - Client cash asset-based revenue was $440.25 million, below the average estimate of $457.44 million, showing a year-over-year increase of 16.2% [4] - Trailing commission revenue was $510.72 million, slightly below the average estimate of $521.52 million, with a year-over-year increase of 16.2% [4] Stock Performance - LPL Financial's shares have returned 2.7% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of 0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Provident Financial (PFS) reported revenue of $225.72 million for the quarter ended December 2025, marking a year-over-year increase of 9.6% and exceeding the Zacks Consensus Estimate by 0.84% [1] - The earnings per share (EPS) for the same period was $0.64, compared to $0.37 a year ago, resulting in an EPS surprise of 14.29% over the consensus estimate of $0.56 [1] Financial Performance Metrics - The efficiency ratio was reported at 51%, slightly above the average estimate of 50.7% based on two analysts [4] - The net interest margin stood at 3.4%, matching the average estimate from two analysts [4] - The average balance of total interest-earning assets was $22.8 billion, slightly below the average estimate of $22.89 billion [4] - Total non-interest income was reported at $28.31 million, exceeding the average estimate of $26.97 million from three analysts [4] - Net interest income was $197.41 million, compared to the average estimate of $197.04 million based on three analysts [4] Stock Performance - Shares of Provident Financial have returned +1.7% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Viewpoint - Hope Bancorp reported strong financial results for the quarter ended December 2025, with significant year-over-year growth in revenue and earnings per share, exceeding market expectations [1]. Financial Performance - Revenue for the quarter was $145.76 million, a 23.5% increase year-over-year, surpassing the Zacks Consensus Estimate of $145 million by 0.52% [1]. - Earnings per share (EPS) was $0.27, compared to $0.20 a year ago, representing a surprise of 3.85% against the consensus estimate of $0.26 [1]. Key Metrics - Net Interest Margin was reported at 2.8%, below the estimated 3% [4]. - Efficiency Ratio stood at 68.2%, higher than the estimated 66.4% [4]. - Net Interest Income (before provision) was $127.41 million, lower than the estimated $131.02 million [4]. - Total noninterest income reached $18.35 million, exceeding the estimated $14.01 million [4]. - Net gains on sales of SBA loans were $2.57 million, above the estimated $1.9 million [4]. Stock Performance - Shares of Hope Bancorp have returned +5.2% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [3]. - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3].

Core Insights - W.R. Berkley reported revenue of $3.72 billion for the quarter ended December 2025, reflecting a year-over-year increase of 5.9% but falling short of the Zacks Consensus Estimate by 0.94% [1] - The company's EPS remained stable at $1.13, matching the previous year's figure but slightly below the consensus estimate of $1.14, resulting in an EPS surprise of -0.59% [1] Financial Performance Metrics - Loss ratio totaled 61.2%, slightly better than the average estimate of 61.4% [4] - Expense ratio was reported at 28.2%, compared to the average estimate of 28.6% [4] - Combined ratio stood at 89.4%, outperforming the average estimate of 90% [4] - Net premiums earned from insurance were $2.79 billion, below the average estimate of $2.84 billion, but showed a year-over-year increase of 5.8% [4] - Revenues from non-insurance businesses reached $169.34 million, exceeding the average estimate of $159.47 million and reflecting a 10.9% year-over-year increase [4] - Net investment income was reported at $338.23 million, lower than the average estimate of $362.24 million, but still a 6.6% increase year-over-year [4] - Total net premiums earned were $3.18 billion, slightly below the average estimate of $3.22 billion, with a year-over-year increase of 5.6% [4] - Net premiums earned from reinsurance and monoline excess were $388.26 million, surpassing the average estimate of $378.73 million, marking a 4.3% year-over-year increase [4] - Insurance service fees were $25.9 million, below the average estimate of $27.72 million, indicating a year-over-year decline of 5.3% [4] - Net realized gains on investment sales were significantly lower at $5.63 million compared to the average estimate of $49.46 million, representing a drastic year-over-year decrease of 96.3% [4] - Other income was reported at $2.02 million, exceeding the average estimate of $1.02 million, with a year-over-year increase of 213.2% [4] Stock Performance - W.R. Berkley shares have returned -4.9% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.2% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]