Stratus Properties (NASDAQ:STRS – Get Free Report) and MJ (OTCMKTS:MJNE – Get Free Report) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, profitability, risk, institutional ownership, dividends, valuation and earnings. Get Stratus Properties alerts: Analyst RecommendationsThis is a breakdown of current ratings and price targets for Stratus Properties and MJ, as provided by MarketBeat. Sel ...

Core Insights - Capital One Financial has seen significant changes in institutional ownership, with several large investors increasing their stakes in the company during the third quarter [1][7] - Insider trading activity includes notable sales by executives, indicating a decrease in their ownership percentages [2] - The company's stock performance shows a market cap of $141.59 billion and a P/E ratio of 75.24, with a recent stock price of $222.72 [3] Institutional Ownership - Westside Investment Management Inc. increased its position by 39.3%, owning 918 shares valued at $196,000 after purchasing 259 additional shares [1] - Cornerstone Planning Group LLC raised its holdings by 103.4%, now owning 236 shares worth $52,000 after buying 120 shares [1] - Physician Wealth Advisors Inc. boosted its position by 116.0%, owning 337 shares valued at $72,000 after acquiring 181 shares [1] - Raleigh Capital Management Inc. grew its holdings by 28.1%, now owning 597 shares worth $127,000 after buying 131 shares [1] - Mission Wealth Management LP increased its stake by 13.2%, owning 4,303 shares valued at $915,000 after purchasing 502 shares [1] - Institutional investors and hedge funds own 89.84% of the stock [1] Insider Activity - Insider Lia Dean sold 3,284 shares at an average price of $223.68, totaling $734,565.12, resulting in a 4.47% decrease in ownership [2] - Insider Ravi Raghu sold 13,450 shares at an average price of $250.00, totaling $3,362,500.00, leading to a 30.72% decrease in ownership [2] - In the last 90 days, insiders sold 52,114 shares valued at $12,092,070, with insiders currently owning 1.26% of the stock [2] Financial Performance - Capital One Financial reported an EPS of $3.86 for the last quarter, missing estimates by $0.28, with a net margin of 3.54% and a return on equity of 10.68% [4] - The company had revenue of $15.62 billion, exceeding expectations of $15.49 billion, and a year-over-year revenue increase of 53.3% [4] - Analysts anticipate an EPS of 15.65 for the current fiscal year [4] Dividend Information - A quarterly dividend of $0.80 will be paid on March 2nd, with an annualized dividend of $3.20 and a yield of 1.4% [5] - The current dividend payout ratio is 108.11% [5] Stock Performance Metrics - The stock opened at $222.72, with a debt-to-equity ratio of 0.44, a quick ratio of 1.04, and a current ratio of 1.04 [3] - The 50-day simple moving average is $235.54, and the 200-day simple moving average is $223.50 [3] - The stock has a 52-week low of $143.22 and a high of $259.64 [3] Analyst Ratings - Wells Fargo raised its price target from $265.00 to $280.00, maintaining an "overweight" rating [8] - TD Cowen reiterated a "buy" rating, while Wall Street Zen downgraded from "buy" to "hold" [8] - Goldman Sachs maintained a "buy" rating with a target price of $300.00, and JPMorgan Chase increased its target from $237.00 to $256.00 [8] - The consensus rating is "Moderate Buy" with an average target price of $274.70 [8]

Core Insights - Palantir Technologies Inc. (NASDAQ: PLTR) is perceived as overvalued with a P/E ratio exceeding 550x and a P/S ratio over 142x, yet institutional ownership suggests a different perspective on its value [3][4] Institutional Ownership - Institutional ownership of PLTR stock is reported to be around 45.65% to as high as 56%, indicating significant institutional interest [4] - The institutional ownership has sharply increased over the past 12 months, with buyers outpacing sellers, partly due to Palantir's inclusion in the S&P 500 and NASDAQ 100 [5] Earnings Growth - Analysts forecast earnings per share of 23 cents on revenue of $1.34 billion for the upcoming earnings report, representing year-over-year increases of approximately 90% and 61% respectively [6] - Growth rates are expected to normalize in the next 12 months, with forecasts dropping to approximately 39% and 33%, which still indicates strong growth [6] Market Sentiment - Rising institutional ownership reflects growing confidence in Palantir's potential to outperform the broader market despite valuation concerns [8] - Technical indicators suggest short-term caution ahead of earnings, but long-term sentiment remains bullish as institutions continue to accumulate shares [8]

Core Insights - MediaAlpha, trading under the symbol NYSE:MAX, is a small-cap business services company with significant insider and institutional ownership, indicating strong confidence in its future growth potential [1][2][3]. Group 1: Ownership and Confidence - MediaAlpha has a strong institutional ownership of 64.4%, suggesting that large investors have faith in the company's long-term growth potential [2]. - Insider ownership stands at 13.4%, significantly higher than its competitor Pintec Technology, which has 4.1%, indicating strong belief in MediaAlpha's future prospects [3]. Group 2: Financial Ratios - The company's price-to-sales ratio is 0.67, indicating that its stock is valued at less than its sales [4]. - The enterprise value to sales ratio is 0.74, while the enterprise value to operating cash flow ratio is 9.51, reflecting cash flow efficiency [4]. - MediaAlpha's current ratio of 1.08 suggests a stable financial position, with slightly more current assets than current liabilities [4].

Core Insights - The transaction involved Warburg Pincus & Co. selling 9,720,000 shares of Sotera Health Company at approximately $16.33 per share, totaling $158,727,600, which represents a significant reduction in their indirect stake [4][7]. Company Overview - Sotera Health Company is a prominent provider of sterilization and lab testing services, with a diverse customer base in healthcare and life sciences, leveraging advanced technology and regulatory expertise to ensure product safety and compliance [6]. Transaction Details - The sale was executed through indirect entities, specifically Bull Holdco L.P. and Bull Co-Invest L.P., with Warburg Pincus holding no direct shares before or after the transaction [3][5]. - The 9,720,000 shares sold accounted for 22.18% of Warburg Pincus's indirect stake, leaving them with 34,102,952 shares indirectly held post-transaction [4]. Market Performance - As of January 8, 2026, Sotera Health's stock has increased nearly 40% year over year, with consistent sales growth reported in seven out of the last eight quarters and earnings growth in the latest three quarters [7]. - The stock price was $16.84 at market close on the day of the transaction, reflecting a year-over-year increase of 31.25% as of December 3, 2025, indicating favorable liquidity conditions for the sale [1][7]. Institutional Ownership - Warburg Pincus, a global private equity firm, holds a significant investment in Sotera Health, owning 48% of the company, and has three seats on its board of directors [8][9]. - The presence of institutional investors like Warburg Pincus can signal potential upside for retail investors, despite the recent sale raising some concerns [9].

Core Viewpoint - The comparison between Omega Healthcare Investors and Brookfield Infrastructure Partners highlights the strengths and weaknesses of both companies across various financial metrics, suggesting that while Omega Healthcare Investors excels in profitability and dividends, Brookfield Infrastructure Partners shows stronger growth potential and analyst support [1][11]. Profitability - Omega Healthcare Investors has a net margin of 46.83%, return on equity of 10.72%, and return on assets of 5.29% [2] - In contrast, Brookfield Infrastructure Partners has a net margin of 3.70%, return on equity of 2.74%, and return on assets of 0.75% [2] Dividends - Omega Healthcare Investors pays an annual dividend of $2.68 per share with a dividend yield of 6.1%, while Brookfield Infrastructure Partners pays $1.72 per share with a yield of 4.9% [3] - Omega Healthcare Investors has a payout ratio of 149.7%, indicating potential sustainability issues, whereas Brookfield Infrastructure Partners has a payout ratio of 256.7% [3] - Brookfield Infrastructure Partners has increased its dividend for 18 consecutive years, but Omega Healthcare Investors is considered the better dividend stock due to its higher yield and lower payout ratio [3] Valuation and Earnings - Omega Healthcare Investors has gross revenue of $1.05 billion, a price/sales ratio of 12.37, net income of $406.33 million, earnings per share (EPS) of $1.79, and a price/earnings ratio of 24.58 [5] - Brookfield Infrastructure Partners has gross revenue of $21.04 billion, a price/sales ratio of 0.76, net income of $351.00 million, EPS of $0.67, and a price/earnings ratio of 52.04 [5] - Omega Healthcare Investors has higher earnings but lower revenue compared to Brookfield Infrastructure Partners, and it is trading at a lower price-to-earnings ratio, indicating it is more affordable [6] Risk and Volatility - Omega Healthcare Investors has a beta of 0.56, indicating it is 44% less volatile than the S&P 500 [7] - Brookfield Infrastructure Partners has a beta of 1.09, suggesting it is 9% more volatile than the S&P 500 [7] Insider and Institutional Ownership - 65.3% of Omega Healthcare Investors shares are owned by institutional investors, while 57.9% of Brookfield Infrastructure Partners shares are held by institutional investors [8] - 1.5% of Omega Healthcare Investors shares are owned by company insiders, indicating strong institutional ownership which suggests confidence in long-term performance [8] Analyst Recommendations - Omega Healthcare Investors has a consensus target price of $46.44, indicating a potential upside of 5.56%, while Brookfield Infrastructure Partners has a target price of $41.25, suggesting a potential upside of 18.30% [10] - Omega Healthcare Investors has a rating score of 2.50, while Brookfield Infrastructure Partners has a score of 2.89, indicating a stronger consensus rating for Brookfield [10]

Core Insights - Boston Partners increased its stake in The Hackett Group by 1.8%, owning 533,948 shares valued at $13,305,000, representing 1.94% of the company [2] - Several hedge funds have modified their holdings, with Quaker Wealth Management increasing its stake by 200% and Copeland Capital Management acquiring a new stake valued at approximately $65,000 [3] - The Hackett Group has received mixed ratings from analysts, with an average rating of "Moderate Buy" and a consensus target price of $27.00 [4] Company Performance - The Hackett Group's stock opened at $18.46, with a market capitalization of $500.70 million, a price-to-earnings ratio of 30.76, and a 12-month high of $34.02 [5] - The company has a current ratio and quick ratio of 1.71, and a debt-to-equity ratio of 0.19 [5] Dividend Information - The Hackett Group announced a quarterly dividend of $0.12, with an annualized dividend of $0.48, resulting in a dividend yield of 2.6% [6] Company Overview - The Hackett Group operates as an intellectual property-based executive advisory and consulting firm, focusing on global strategy, business transformation, and digital solutions [7]

Institutional Ownership - Institutions are steadily increasing their positions in @SharpLink, indicating growing conviction despite market adjustments [1] - Lagged disclosures in 13F filings (reporting institutional ownership) make it difficult to track real-time adoption data [1] Regulatory Filings - 13F filings, which report institutional ownership of the largest money managers, are typically filed within 45 days of quarter end, causing a delay in adoption data [1] Market Transparency - Tokenized equity could eventually provide clearer real-time transparency compared to lagged disclosures [1]

Institutional Ownership - Nine Wall Street ETF issuers hold over $18 billion in ETH [1] - Corporate treasuries hold a similar amount in ETH [1] - Institutional ownership could approach or exceed 10% of ETH supply in the near term [1]

Summary of Key Points from the Conference Call Industry Overview - **Industry**: US Technology, specifically focusing on large-cap tech stocks - **Key Findings**: Mega-cap tech stocks are currently the most under-owned in over 16 years, with a widening gap compared to the S&P 500 Core Insights - **Under-Ownership of Mega-Cap Tech Stocks**: - The gap in institutional ownership for mega-cap tech stocks compared to the S&P 500 increased to -148 basis points (bps) at the end of Q3 2025, up from -140 bps at the end of Q2 2025 [2][12] - Nvidia (NVDA) is identified as the most under-owned large-cap tech stock, followed by Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), and Broadcom (AVGO) [1][2] - **Specific Stock Analysis**: - **Nvidia (NVDA)**: - Institutional ownership decreased by 20 bps quarter-over-quarter (QoQ), ending at -2.61% [9] - **Apple (AAPL)**: - Institutional ownership increased by 36 bps QoQ to 4.45%, while S&P 500 weighting rose by 90 bps, resulting in a widening gap of 53 bps to -2.19% [15] - The iPhone 17 cycle is expected to benefit from a longer replacement cycle and upgrades, with a price target of $305 [15] - **Microsoft (MSFT)**: - Institutional ownership increased by ~40 bps QoQ to 5.1%, but remains ~200 bps below its S&P 500 weighting of 7.1% [16] - The company is positioned well for growth beyond GenAI, with a focus on accelerating revenue growth and margin expansion [16] - **Amazon (AMZN)**: - Remains under-owned with a weighting approximately 144 bps below the S&P 500 [17] - AWS revenue growth is expected to accelerate, with a price target of $315 [17] - **Meta (META)**: - Under-owned with a weighting about 40 bps below the S&P 500, with a price target of $820 [19] - **Alphabet (GOOGL)**: - Under-owned with a price target of $330, driven by GenAI innovation and cloud business growth [17][19] Additional Insights - **Institutional Ownership Trends**: - The average active ownership for large-cap tech stocks is significantly lower than their S&P 500 weightings, indicating potential for future stock performance improvements [12] - The analysis suggests a statistically significant relationship between low active ownership and future stock performance, indicating potential upward price movement for under-owned stocks [12] - **Market Dynamics**: - The report highlights the importance of understanding the dynamics of institutional ownership as it relates to stock performance, particularly in the context of mega-cap tech stocks [12] - **Risks and Considerations**: - Rising commodity input costs may pressure margins for companies like Apple, but manageable due to better supply chain leverage [15] - Concerns regarding the broader return on investment for Nvidia's AI spending, despite strong demand indicators [25] Conclusion - The current landscape for mega-cap tech stocks presents a unique investment opportunity due to their under-ownership status, particularly for stocks like Nvidia, Apple, and Microsoft. The analysis indicates potential for upward price movement as institutional ownership adjusts to reflect their market performance.