UnitedHealth Group Incorporated (NYSE:UNH) is included among the 7 Best Non-REIT Dividend Stocks to Invest in. UnitedHealth Group (UNH) Price Target Cut by $30 at Wells Fargo UnitedHealth Group Incorporated (NYSE:UNH) operates across multiple healthcare and services platforms. Its business includes Optum Health, Optum Insight, Optum Rx, and UnitedHealthcare, with coverage spanning employer plans, Medicare and retirement offerings, and government-sponsored programs. On January 30, Wells Fargo analyst Ste ...

New Gold Inc. (NYSE:NGD) is included in our list of the 11 Best Performing Stocks in the Last 12 Months. New Gold (NGD) Shareholders Approve Previously Announced Plan of Arrangement to Advance Coeur Mining Deal On January 27, 2026, New Gold Inc. (NYSE:NGD) received shareholders’ approval of the previously announced plan of arrangement, whereby a wholly owned subsidiary of Coeur Mining will purchase all outstanding NGD shares. The arrangement also received the approval of Coeur’s shareholders. The acquis ...

Core Viewpoint - Speculation regarding a potential acquisition of ABIVAX by Eli Lilly has led to significant share price movements, despite the company's CEO dismissing these rumors as unfounded noise [1][2][3]. Group 1: Share Price Movement - ABIVAX shares experienced a dramatic increase of over 2,000% from July to December 2025, peaking at $145 on December 24 before settling at $118 after the French government dismissed the acquisition rumors [2]. Group 2: Company Clarifications - ABIVAX's CEO, Marc De Garidel, stated that no formal discussions regarding a takeover have occurred and emphasized that any informal conversations do not comply with regulatory requirements [1][3]. - De Garidel highlighted that a public deal announcement would precede any engagement from foreign investment oversight, indicating a structured approach to potential investments [3]. Group 3: Company Focus and Financial Needs - The company is advancing its therapeutic program, obefazimod, which is well-funded through Q4 2027, but still requires additional financing as indicated by discussions with potential investors at the JPMorgan Healthcare conference [3]. - ABIVAX develops antiviral and vaccine products targeting various diseases, including chronic hepatitis B, Ebola, dengue, and ulcerative colitis, as well as commercial vaccines for typhoid, meningococcal, and leptospirosis [4].

Core Viewpoint - Gilead Sciences, Inc. (NASDAQ:GILD) is highlighted as one of the most profitable stocks on NASDAQ, with recent price target increases from Truist Securities and Citigroup indicating strong investor confidence in the company's future performance [1][3]. Group 1: Price Target Adjustments - Truist Securities raised its price target on Gilead Sciences to $145 from $140 while maintaining a Buy rating, citing revisions in estimates for the drug YEZTUGO and updates on upcoming launches [2]. - Citigroup also increased its price target for Gilead Sciences to $156 from $140, maintaining a Buy rating, as part of a broader Q4 preview for biopharmaceutical stocks [3]. Group 2: Company Overview - Gilead Sciences is a biopharmaceutical company focused on developing medicines for life-threatening diseases, including HIV, viral hepatitis, and cancer [4].

Core Viewpoint - Baird downgraded WillScot Holdings Corporation to Neutral from Outperform, citing sluggish rental rates and revenue growth, while raising its price target to $23 from $22 [1] Group 1: Company Performance - WillScot's rental rates and revenue growth are described as "sluggish" according to Baird's research note [1] - A quarterly survey of National Portable Storage Association members indicates a more balanced setup for WillScot as it approaches its initial 2026 guidance, although estimates for 2026 continue to trend lower [1] Group 2: Dividend Information - WillScot offers a quarterly dividend of $0.07 per share, resulting in a dividend yield of 1.39% as of January 29 [2] - The CEO stated that the introduction of a quarterly dividend is a method for the company to return excess capital to shareholders, reflecting the strength of its cash flows and balance sheet [2] - The board plans to regularly review the dividend program with the intention of increasing the payout over time, with dividends expected to be paid on the third Wednesday of the last month of each quarter [3] Group 3: Company Overview - WillScot Holdings Corporation operates as a leading provider of turnkey space solutions in North America, offering products such as modular office complexes, mobile offices, classrooms, temporary restrooms, portable storage containers, protective buildings, climate-controlled units, and clearspan structures [4]

Core Viewpoint - Tutor Perini Corporation has announced strong financial results, leading to a new capital return strategy that includes a quarterly dividend and a share repurchase program [2][3][4]. Financial Performance - Year-to-date operating cash flow reached a record $574.4 million, with $289.1 million generated in the third quarter [2]. - The company's backlog hit a new high of $21.6 billion, indicating strong future revenue potential [2][3]. Capital Return Strategy - The Board of Directors declared a quarterly cash dividend of $0.06 per share and approved a $200 million share repurchase program [2]. - Management plans to use dividends and share repurchases as tools to reward shareholders during the company's expansion phase [5]. Management Insights - CEO Gary Smalley highlighted the high operational performance and raised the 2025 earnings guidance for the third consecutive quarter [3]. - The board believes current macro conditions, steady customer demand, and significant funding for infrastructure projects will drive revenue and profit growth [4]. Future Outlook - The company anticipates strong cash generation in 2026 and 2027, supported by favorable market conditions [4].

Core Viewpoint - Robert Half Inc. (NYSE:RHI) experienced a significant stock price increase of 21.14% week-on-week, driven by an analyst's price target upgrade despite a challenging earnings report from the previous year [1]. Group 1: Stock Performance and Analyst Recommendations - Truist raised its price target for Robert Half Inc. by 14% to $40 from $35, while maintaining a "buy" recommendation, indicating confidence in the company's future performance [2]. - The stock's recent performance reflects investor optimism following the price target upgrade [1]. Group 2: Financial Performance - Robert Half reported a 47% decline in net income to $132.99 million from $251.6 million year-on-year, with service revenues decreasing by 7% to $5.38 billion from $5.79 billion [3]. - In the fourth quarter, net profit fell by 42% to $31.7 million from $54.29 million, and service revenues dipped by 5.8% to $1.3 billion from $1.38 billion [3]. Group 3: Earnings Expectations - Despite the price target increase, Truist lowered its EPS expectations for Robert Half to $1.40 from $1.71, citing anticipated higher selling, general, and administrative costs [4]. - The EPS estimate for 2027 was also reduced to $2.50 from $2.88 [4]. Group 4: Company Overview - Robert Half Inc. is a global talent solutions company that provides staffing recruitment and consulting services across various sectors, including finance, accounting, technology, legal, marketing, and administration [5].

Core Viewpoint - Natural Gas Services Group, Inc. (NGS) has initiated a quarterly cash dividend of $0.10 per common share, marking a significant shift in its capital return strategy [2][3]. Financial Performance - The company reported strong financial results, which contributed to management's confidence in the long-term outlook of the business [3]. - NGS's balance sheet is described as one of the best in the industry, supporting its growth and market share expansion [4]. Dividend Strategy - The initial dividend of $0.10 per share is seen as the first step in a broader capital return strategy, with potential for future increases as the business scales [4]. - Following the initial dividend, NGS raised its quarterly cash dividend to $0.11 per share in the third quarter, reflecting confidence in cash generation and disciplined capital allocation [5]. Company Overview - NGS provides natural gas compression equipment, technology, and services to the energy industry, positioning itself for growth in a competitive market [5].

Core Insights - California BanCorp (NASDAQ:BCAL) reported a profit of $16.4 million for Q4 2025, translating to $0.50 per diluted share, and continued its capital return strategy by repurchasing shares [2] - The board declared a quarterly dividend of $0.10 per common share, amounting to total distributions of $3.3 million, with tangible book value per share increasing to $13.79, up by $0.40 from the previous quarter [3] - Management highlighted 2025 as a pivotal year due to the successful integration of a 2024 merger, which enhanced the bank's market presence and improved credit quality while reducing reliance on higher-cost deposits [4] Financial Performance - The company earned $16.4 million in Q4 2025, equating to $0.50 per diluted share [2] - A total of 122,428 shares were repurchased at an average price of $16.37, costing $2.0 million [2] - The declared quarterly dividend was $0.10 per share, leading to total distributions of $3.3 million [3] Strategic Developments - The successful integration of the 2024 merger was a key factor in the company's growth, expanding its presence in key California markets [4] - The bank has reduced exposure to higher-risk loans and improved overall credit quality while growing core deposits [4] - California BanCorp is focusing on organic loan and deposit growth and has added experienced bankers to its Northern California team [5]

Core Viewpoint - Tradeweb Markets Inc. (NASDAQ:TW) is identified as a promising investment opportunity despite recent price target adjustments by analysts, reflecting differing perspectives on the company's future performance and market conditions [1][3]. Group 1: Analyst Ratings and Price Targets - Morgan Stanley reiterated a Hold rating on Tradeweb Markets Inc. and lowered the price target from $165 to $162, citing the company's December 2025 trading volume release as a factor [1][2]. - UBS maintained a Buy rating on Tradeweb Markets Inc. and raised the price target from $135 to $145, indicating confidence in the company's potential despite recent underperformance [1][3]. Group 2: Trading Volume Performance - Tradeweb Markets Inc. reported a trading volume of $63.0 trillion for December, with an average daily volume of $2.8 trillion, marking a 27.5% increase from December 2024 [2]. - Analysts at UBS believe that the recent sell-off presents an attractive buying opportunity, driven by expectations of accelerated business growth by the end of 2026 [3]. Group 3: Company Overview - Tradeweb Markets Inc. operates electronic trading platforms for various financial markets, covering asset classes such as rates, credit, equities, and money markets globally [4].