Core Insights - PepsiCo, Inc. is set to release its third-quarter earnings results on October 9, with expected earnings of $2.26 per share, a decrease from $2.31 per share in the same period last year [1] - The company anticipates quarterly revenue of $23.86 billion, an increase from $23.32 billion a year earlier [1] Shareholder Activity - Activist investor Elliott Investment Management has acquired a stake of approximately $4 billion in PepsiCo, making it one of the top five active shareholders [2] - Following this news, PepsiCo shares experienced a slight decline of 0.2%, closing at $141.98 [2] Analyst Ratings - Barclays analyst Lauren Lieberman maintained an Equal-Weight rating and reduced the price target from $144 to $140 [4] - Wells Fargo analyst Chris Carey also maintained an Equal-Weight rating, cutting the price target from $154 to $150 [4] - UBS analyst Peter Grom kept a Buy rating but lowered the price target from $175 to $170 [4] - Morgan Stanley analyst Dara Mohsenian maintained an Equal-Weight rating and raised the price target from $153 to $165 [4] - JP Morgan analyst Andrea Teixeira maintained a Neutral rating and decreased the price target from $150 to $139 [4]

Core Insights - PPG Industries, Inc. has a market cap of $23.4 billion and operates in over 70 countries, focusing on paints, coatings, and specialty materials [1] - The company is expected to report an adjusted EPS of $2.10 for Q3 2025, reflecting a 1.4% decrease from the previous year [2] - Analysts forecast a slight decline in adjusted EPS for fiscal 2025 to $7.84, but anticipate a 7.9% increase to $8.46 in fiscal 2026 [3] Financial Performance - Over the past year, PPG's shares have decreased by 23%, underperforming the S&P 500 Index, which gained 15.6% [4] - The company has met or exceeded Wall Street's earnings estimates in two of the last four quarters, while missing in two [2] Product Development - PPG introduced the PPG HI-GARD® Non-Methanol hard coating for ophthalmic lenses, aimed at compliance with methanol regulations, but shares fell by 1% following the announcement [5] Analyst Ratings - The consensus rating for PPG Industries stock is "Moderate Buy," with 9 analysts recommending "Strong Buy" and 16 suggesting "Hold" [6] - The average analyst price target is $128.40, indicating a potential upside of 23.9% from the current price [6]

Core Insights - Accenture plc reported better-than-expected fourth-quarter 2025 results with earnings of $3.03 per share, surpassing the analyst consensus estimate of $2.96 [1] - The company achieved sales of $17.60 billion, slightly exceeding the analyst consensus estimate of $17.36 billion [1] Fiscal 2026 Projections - Accenture projected fiscal 2026 sales between $71.07 billion and $73.16 billion, compared to a consensus estimate of $69.43 billion [2] - The expected GAAP EPS for fiscal 2026 is between $13.19 and $13.57, exceeding the analyst consensus of $12.88 [2] - The company anticipates adjusted EPS for fiscal 2026 to be between $13.52 and $13.90 [2] - For the first quarter, Accenture expects sales of $18.10 billion to $18.75 billion, against an analyst estimate of $18.451 billion [2] - The company plans to return at least $9.3 billion in cash to shareholders in fiscal year 2026 [2] Analyst Reactions - Following the earnings announcement, several analysts adjusted their price targets for Accenture [3] - JP Morgan maintained an Overweight rating but lowered the price target from $302 to $290 [5] - Guggenheim maintained a Buy rating and cut the price target from $305 to $285 [5] - Baird maintained an Outperform rating and reduced the price target from $350 to $330 [5] - RBC Capital maintained an Outperform rating and lowered the price target from $372 to $285 [5] - TD Cowen maintained a Buy rating and cut the price target from $313 to $295 [5] Stock Performance - Following the earnings report, Accenture shares gained 3% to $239.54 [2]

Core Insights - The Goldman Sachs Group, Inc. (GS) is valued at a market cap of $240.6 billion and is a prominent player in investment banking, securities, and investment management, providing a variety of financial services [1] - Analysts anticipate GS to report a fiscal Q3 earnings of $10.48 per share, reflecting a 24.8% increase from $8.40 per share in the same quarter last year [2] - For fiscal 2025, GS is expected to achieve a profit of $46.54 per share, a 14.8% rise from $40.54 per share in fiscal 2024, with further growth projected to $53.12 per share in fiscal 2026 [3] Performance Metrics - GS shares have increased by 61.8% over the past 52 weeks, significantly outperforming the S&P 500 Index's 15.4% gain and the Financial Select Sector SPDR Fund's 19.4% return [4] - In Q2, GS reported a revenue increase of 14.5% year-over-year to $14.6 billion, exceeding consensus estimates by 8.1%, with EPS of $10.91 rising 26.6% from the previous year [5] Analyst Sentiment - Wall Street analysts maintain a "Moderate Buy" rating for GS, with 24 analysts covering the stock: nine recommend "Strong Buy," one "Moderate Buy," and 14 suggest "Hold" [6] - The current trading price is above the mean price target of $732.42, with a Street-high price target of $855 indicating a potential upside of 7.6% [6]

Group 1 - Accenture plc is a global professional services company based in Dublin, specializing in consulting, technology, and outsourcing services, with a price target of $315 set by UBS, indicating a potential increase of 32.43% from its current price of $237.87 [1][6] - The company is expected to release its fourth-quarter earnings on September 25, with analysts forecasting earnings of $2.96 per share and revenue of $17.35 billion, reflecting strong performance and strategic initiatives [2][6] - Accenture's planned acquisition of the French advisory firm Orlade Group aims to enhance its management capabilities for large capital projects, strengthening its position in sectors like nuclear energy, transportation, defense, and space [3][6] Group 2 - Recently, Accenture's stock price saw a slight increase, closing at $239.99, with a market capitalization of approximately $148.24 billion [4] - The trading volume for Accenture on the NYSE is 1,128,211 shares, indicating investor interest possibly driven by the upcoming earnings report and strategic acquisitions [5]

Core Insights - Cintas Corporation has a market capitalization of $80.8 billion and provides a variety of business services, including uniform rental and facility services, to over one million companies across North America and Latin America [1] Financial Performance - Cintas is expected to announce its Q1 2026 results on September 24, with analysts predicting an EPS of $1.19, reflecting an 8.2% increase from $1.10 in the same quarter last year [2] - For fiscal 2026, analysts forecast an EPS of $4.83, which represents a 9.8% growth from $4.40 in fiscal 2025, and an anticipated increase to $5.35 in fiscal 2027, marking a 10.8% year-over-year growth [3] Stock Performance - Over the past 52 weeks, Cintas shares have declined by 1.7%, underperforming the S&P 500 Index's 16.4% gain and the Industrial Select Sector SPDR Fund's 14.5% return [4] - Following the Q4 2025 earnings report, Cintas shares rose by 3.7%, with Q4 earnings reported at $1.09 per share and revenue at $2.67 billion, driven by strong demand for its services [5] Analyst Ratings - The consensus rating for Cintas stock is "Moderate Buy," with 20 analysts covering the stock: seven recommend "Strong Buy," ten suggest "Hold," one advises "Moderate Sell," and two recommend "Strong Sell" [6] - The average analyst price target for Cintas is $224.88, indicating a potential upside of 12.1% from current levels [6]

Core Insights - FactSet Research Systems reported fourth-quarter earnings of $4.05 per share, missing the consensus estimate of $4.13, while revenue was $596.9 million, slightly exceeding forecasts of $592.8 million [1] - The company provided weak guidance for fiscal 2026, projecting adjusted EPS between $16.90 and $17.60, below the consensus of $18.27 [3] Financial Performance - Organic revenue grew 4.5% to $587.3 million, driven by institutional buy-side and wealth clients [1] - Annual Subscription Value (ASV) reached $2.41 billion, an increase from $2.26 billion a year earlier, with organic ASV rising 5.7% to $2.37 billion, reflecting a year-over-year increase of $127.3 million [2] Future Guidance - GAAP revenue for fiscal 2026 is projected to be between $2.42 billion and $2.45 billion, with organic ASV growth expected to be between $100 million and $150 million [3] - The company announced the departure of director James J. McGonigle from the board effective December 1, 2025, with no reported disagreements with management or the board [2]

Group 1 - General Mills, Inc is set to release its first-quarter earnings on September 17, with analysts expecting earnings of 82 cents per share, a decrease from $1.07 per share in the same period last year [1] - The company projects quarterly revenue of $4.52 billion, down from $4.85 billion generated in the previous year [1] - General Mills reaffirmed its fiscal 2026 outlook on September 2 [1] Group 2 - General Mills shares fell by 1.4%, closing at $49.92 on the last trading day [1] Group 3 - Morgan Stanley analyst maintained an Underweight rating and reduced the price target from $51 to $49 [4] - Goldman Sachs downgraded the stock from Buy to Neutral, lowering the price target from $68 to $58 [4] - Mizuho maintained a Neutral rating and cut the price target from $62 to $60 [4] - JP Morgan maintained a Neutral rating and slashed the price target from $60 to $54 [4] - Jefferies maintained a Hold rating and raised the price target from $58 to $62 [4]

Earnings Report - Ferguson Enterprises Inc. is set to release its fourth-quarter earnings results on September 16, with expected earnings of $3.01 per share, an increase from $2.98 per share in the same period last year [1] - The company is projected to report quarterly revenue of $8.39 billion, up from $7.95 billion a year earlier [1] Dividend Declaration - On September 11, Ferguson's board declared a dividend of 83 cents per share [2] - Following the announcement, Ferguson Enterprises shares rose by 0.7%, closing at $225.72 [2] Analyst Ratings - Wells Fargo analyst Sam Reid maintained an Overweight rating and raised the price target from $230 to $250 [4] - Morgan Stanley analyst Annelies Vermeulen also maintained an Overweight rating, increasing the price target from $195 to $220 [4] - Truist Securities analyst Keith Hughes maintained a Buy rating [4] - Oppenheimer analyst Scott Schneeberger maintained an Outperform rating and raised the price target from $189 to $235 [4] - RBC Capital analyst Mike Dahl maintained an Outperform rating, increasing the price target from $189 to $231 [4]

Core Insights - Chewy Inc. reported better-than-expected earnings for Q2 2025, with adjusted earnings of 33 cents per share, surpassing the consensus of 14 cents and management guidance of 30-35 cents [1] - The company achieved sales of $3.10 billion, reflecting an 8.6% year-over-year increase, exceeding both the consensus of $3.08 billion and management guidance of $3.06 billion-$3.09 billion [1] Financial Performance - Q2 net sales exceeded the high end of Chewy's guidance range, with active customers growing 4.5% year-over-year to nearly 21 million and share of wallet (NSPAC) reaching $591 [2] - For Q3, Chewy expects adjusted earnings of 28-33 cents per share, above the consensus of 23 cents, and forecasts sales of $3.07 billion-$3.1 billion compared to the consensus of $3.05 billion [2] Guidance and Market Reaction - Chewy raised its fiscal 2025 sales guidance from $12.3 billion-$12.45 billion to $12.5 billion-$12.6 billion, slightly below the consensus of $12.58 billion, with an expected adjusted EBITDA margin of 5.4%-5.7% [3] - Following the earnings announcement, Chewy shares gained 2.7% to $36.06 [3] Analyst Ratings and Price Targets - Barclays, Baird, RBC Capital, Morgan Stanley, TD Cowen, JP Morgan, Citigroup, and UBS analysts maintained their ratings on Chewy but adjusted their price targets downward, with most targets now ranging from $43 to $48 [5]