Core Viewpoint - Enact Holdings, Inc. has announced a new share repurchase program authorizing the purchase of up to $500 million of its common stock, reflecting confidence in its long-term performance and commitment to returning capital to shareholders [1][3]. Share Repurchase Program - The new share repurchase program is in addition to the existing $350 million program, with $30 million remaining as of January 30, 2026 [1]. - The program allows for various methods of repurchase, including open market purchases and privately negotiated transactions, and may utilize Rule 10b5-1 and Rule 10b-18 trading plans [3]. - The timing and amount of repurchases will be opportunistic, influenced by factors such as share price, capital availability, and market conditions [4]. Dividend Declaration - The Board of Directors declared a quarterly dividend of $0.21 per common share, payable on March 19, 2026, to shareholders of record on February 26, 2026 [2]. Company Overview - Enact Holdings, Inc. is a leading provider of private mortgage insurance in the U.S., operating through its subsidiary Enact Mortgage Insurance Corporation since 1981 [5]. - The company focuses on helping individuals achieve homeownership by partnering with lenders to provide service, underwriting expertise, and risk management [5].

ROCKY MOUNT, NC / ACCESS Newswire / February 3, 2026 / Ted E. Whitehurst, President and CEO of PB Financial Corporation (OTCQX:PBNC), the holding company for Providence Bank, announced today the Board of Directors approved a quarterly cash dividend of $0.61 per share on common stock outstanding to shareholders of record at the close of business on February 18, 2026. ...

Core Viewpoint - Smurfit Westrock plc has declared a quarterly dividend of $0.4523 per share, payable on March 18, 2026, to shareholders of record as of February 17, 2026 [1][1][1] Dividend Details - The ex-dividend date is set for February 17, 2026, which is also the record date for shareholders [1][1] - The default payment currency for the dividend is U.S. Dollar for shareholders holding ordinary shares through a Depository Trust Company (DTC) participant [1][1] - Shareholders can elect to receive the dividend in Pounds Sterling or Euro by providing instructions to the Company's Depositary Interest provider by February 27, 2026 [1][1] Company Overview - Smurfit Westrock is a leading provider of paper-based packaging solutions globally, employing approximately 100,000 people across 40 countries [1][1][1] Upcoming Financial Announcements - The company plans to release its financial results for the fourth quarter and full year ended December 31, 2025, along with a Medium-Term investor update on February 11, 2026 [1][1] - The earnings release and related materials will be available on the company's website [1][1]

Core Insights - Verizon's new CEO Daniel Schulman announced a strategic shift towards a customer-focused approach to address the loss of wireless customers, resulting in the highest quarterly net subscriber additions since 2019 [1][9]. Subscriber Growth - In the latest quarter, Verizon added 1 million net subscribers, including 616,000 postpaid phone subscribers and 372,000 broadband net additions, which comprised 319,000 fixed wireless subscribers and 67,000 Fios households [5]. - Consumer revenue increased by 3.2% year over year to $28.14 billion, while service revenue rose by 0.9% [6]. Financial Performance - Overall revenue grew by 2% year over year to $36.4 billion, with service revenue slightly up by 0.1% to $28.2 billion and wireless equipment revenue increasing by 9.1% to $8.2 billion [5]. - Adjusted EPS decreased by 0.9% to $1.09, and EBITDA fell by 0.6% to $11.9 billion [6]. Future Projections - Verizon anticipates adding between 750,000 to 1 million postpaid phone subscribers in 2026, with mobility and broadband service revenue expected to rise by 2% to 3% [7]. - Adjusted EPS is projected to increase by 4% to 5%, reaching between $4.90 and $4.95 [7]. Shareholder Returns - The company announced a $25 billion buyback plan to be executed over the next three years, supported by a projected 7% increase in free cash flow to $21.5 billion [8]. - Verizon's dividend is considered secure, well-covered by free cash flow, and the buyback is expected to support its stock price [10]. Competitive Positioning - Verizon aims to stop the trend of losing customers to competitors, with impressive net additions in Q4 and opportunities for cross-selling and bundling following the acquisition of Frontier Communications [9]. - The stock trades at a forward P/E ratio of 9.2 based on 2026 earnings estimates, compared to 11.3 for AT&T, with a forward yield of 6.5%, making it an attractive dividend stock [10].

Core Viewpoint - CF Industries Holdings, Inc. is a significant player in the agricultural fertilizer industry, providing essential nutrients to enhance crop yields and competing with major companies like Nutrien and Mosaic [1] Group 1: Stock Performance - Scotiabank set a price target of $82 for CF Industries, while the stock was trading at $89.40, approximately 8.28% above the target [2] - The current stock price is $89.34, reflecting a decrease of 4.17% or $3.89 from previous levels, with fluctuations between $88.78 and $92.14 on the same day [2][5] - Over the past year, CF Industries' stock has experienced significant volatility, reaching a high of $104.45 and a low of $67.34 [4] Group 2: Financials and Dividends - CF Industries announced a quarterly dividend of $0.50 per share, payable on February 27, 2026, to shareholders recorded by February 13, 2026, indicating a commitment to returning value to shareholders [3][5] - The company's market capitalization is approximately $14.47 billion, with a trading volume of 929,009 shares on the NYSE [3][5] Group 3: Upcoming Financial Results - The company is scheduled to release its fourth quarter and full year 2025 financial results on February 18, 2026, after market close, followed by a conference call to discuss these results [4]

Core Viewpoint - Ford and General Motors are significant players in the full-size truck and SUV market, both returning substantial value to shareholders through different strategies [1][10]. Group 1: Ford's Approach - Ford offers a high-yield dividend of 4.4%, significantly higher than the S&P 500's average yield of over 1.1%, and trades at a modest price-to-earnings ratio of 11 [3]. - Over the past decade, Ford's total value returns, including dividends, have outperformed its modest share price returns [4]. - The Ford family has a special class of shares that aligns their interests with those of shareholders, emphasizing the importance of consistent and strong dividend payments [6]. - Ford aims to return 40% to 50% of its annual free cash flow to shareholders through dividends, with potential increases as electric vehicle losses are reversed [7]. Group 2: General Motors' Approach - General Motors focuses on stock buybacks instead of direct dividends to enhance per-share earnings, which has been substantial [10]. - GM recently announced a 20% increase in its quarterly dividend and a new $6 billion share repurchase authorization, indicating strong financial performance [11]. - Since the beginning of 2023, GM has committed to $22 billion in share buybacks, significantly reducing shares outstanding while increasing share price [12]. Group 3: Investment Implications - Both Ford and General Motors demonstrate a commitment to returning value to shareholders, whether through dividends or share repurchases, reflecting confidence in their growth and balance sheet strength [14].

Core Insights - Independent Advisor Alliance increased its holdings in Truist Financial by 9.7% in Q3, owning 329,093 shares valued at $15,046,000 after acquiring an additional 29,191 shares [2] - Several institutional investors, including Keybank National Association and National Pension Service, also raised their stakes in Truist Financial during the same period, indicating strong institutional interest [3] Institutional Holdings - Keybank National Association OH boosted its stake by 14.5%, now owning 103,308 shares worth $4,723,000 after acquiring 13,058 shares [3] - National Pension Service increased its position by 2.6%, owning 3,381,215 shares valued at $154,589,000 after buying 85,824 shares [3] - Twin City Private Wealth LLC raised its holdings by 15.3%, now owning 33,755 shares valued at $1,543,000 after purchasing 4,468 shares [3] - 71.28% of Truist Financial's stock is currently owned by institutional investors [3] Insider Transactions - CFO Michael Baron Maguire sold 13,000 shares at an average price of $50.13, totaling $651,690, resulting in a 14.89% decrease in ownership [4] - Director K. David Jr. Boyer sold 5,160 shares at an average price of $46.45, totaling $239,682, leading to a 33.70% decrease in ownership [4] - Insiders own 0.17% of the company's stock [4] Stock Performance - Truist Financial's stock opened at $51.44, with a 12-month low of $33.56 and a high of $51.67 [5] - The company has a market cap of $65.80 billion, a P/E ratio of 13.50, and a P/E/G ratio of 0.87 [5] Earnings Results - Truist Financial reported $1.00 EPS for the last quarter, missing the consensus estimate of $1.09 by $0.09 [6] - Revenue for the quarter was $5.25 billion, compared to the consensus estimate of $5.32 billion, with a year-over-year revenue increase of 3.6% [6] Stock Repurchase Program - The Board of Directors approved a stock repurchase program authorizing the buyback of $10.00 billion in shares, representing up to 15.7% of its shares [7] Dividend Announcement - Truist Financial declared a quarterly dividend of $0.52, with an annualized dividend of $2.08 and a dividend yield of 4.0% [9] Analyst Ratings - Piper Sandler raised the target price from $50.00 to $53.00, maintaining a "neutral" rating [10] - TD Cowen increased the price objective from $59.00 to $60.00, giving a "buy" rating [10] - The average price target for Truist Financial is $54.20, with seven analysts rating it as "buy" and seven as "hold" [10]

Group 1 - The article promotes a subscription service called "The Dividend Dogcatcher," which focuses on identifying dividend-paying stocks that are considered safer investments [1] - It highlights a live video segment called "Underdog Daily Dividend Show," where a portfolio candidate is discussed every trading day [1] - The article encourages audience engagement by inviting comments on favorite or least favorite stocks for potential inclusion in future reports [1]

Core Insights - Casey's General Stores has seen significant activity from institutional investors, with notable increases in holdings and new positions being established in the second and third quarters of the year [1][7] - The company reported strong quarterly earnings, exceeding consensus estimates, with a year-over-year revenue increase of 14.2% [4] - A quarterly dividend has been announced, reflecting a modest payout ratio and providing a yield of 0.4% [5] Institutional Investor Activity - Nvwm LLC acquired a new position worth approximately $32,000 in Casey's General Stores during the second quarter [1] - Rossby Financial LCC increased its holdings by 580.0%, now owning 68 shares valued at $35,000 after purchasing an additional 58 shares [1] - Bogart Wealth LLC raised its holdings by 388.5% in the third quarter, now owning 127 shares worth $72,000 after acquiring 101 additional shares [1] - Institutional investors collectively own 85.63% of the company's stock [1] Insider Transactions - Director Moats Maria Castanon purchased 300 shares at an average cost of $554.66 per share, increasing their position by 59.64% [2] - Following the transaction, the director owns 803 shares valued at approximately $445,391.98 [2] - Corporate insiders own 0.54% of the stock [2] Stock Performance - The stock opened at $606.50, with a 1-year low of $372.08 and a high of $647.99 [3] - The market capitalization stands at $22.48 billion, with a price-to-earnings ratio of 37.30 and a PEG ratio of 2.16 [3] - The stock's 50-day moving average is $579.60, and the 200-day moving average is $548.48 [3] Earnings Report - The company reported earnings per share (EPS) of $5.53, surpassing the consensus estimate of $4.92 by $0.61 [4] - Revenue for the quarter was $4.51 billion, matching the consensus estimate [4] - The net margin was 3.58%, and return on equity was 16.89% [4] Dividend Announcement - A quarterly dividend of $0.57 per share will be paid on February 13th, with a record date of February 1st [5] - This represents an annualized dividend of $2.28 and a payout ratio of 14.02% [5] Analyst Ratings - Zacks Research upgraded the stock from "hold" to "strong-buy" [6] - KeyCorp set a price target of $680.00, while Bank of America initiated coverage with a "buy" rating [6] - The consensus rating is "Moderate Buy" with a price target of $624.09 [6]

Core Insights - Several institutional investors have significantly increased their stakes in Starbucks, indicating growing confidence in the company's future performance [1][6] - Analyst ratings for Starbucks have generally improved, with multiple firms raising their price targets and ratings, reflecting positive sentiment in the market [2][3] - Starbucks reported quarterly earnings that missed analyst expectations for EPS but exceeded revenue forecasts, showing a year-over-year revenue growth of 5.5% [5] Institutional Holdings - Game Plan Financial Advisors LLC acquired a new stake worth approximately $25,000 in the 2nd quarter [1] - Transce3nd LLC raised its holdings by 270.3%, now owning 274 shares valued at $25,000 after acquiring an additional 200 shares [1] - PFS Partners LLC increased its stake by 457.4% in the 3rd quarter, now holding 340 shares valued at $29,000 [1] - Institutional investors collectively own 72.29% of Starbucks' stock [1] Analyst Ratings - Mizuho raised its price objective from $86.00 to $95.00, maintaining a "neutral" rating [2][3] - BMO Capital Markets reiterated an "outperform" rating with a price target of $120.00 [2][3] - Citigroup upgraded its rating from "neutral" to "positive" [2][3] - Bank of America increased its price target from $106.00 to $114.00, maintaining a "buy" rating [2][3] - The consensus rating for Starbucks is "Moderate Buy" with an average target price of $104.74 [2][3] Financial Performance - Starbucks reported an EPS of $0.56 for the last quarter, missing the consensus estimate of $0.59 by $0.03 [5] - The company had a revenue of $9.92 billion, surpassing expectations of $9.62 billion [5] - The firm set its FY 2026 guidance at 2.150-2.400 EPS, with analysts anticipating an EPS of 2.99 for the current year [5] Stock Information - Starbucks stock opened at $91.95, with a market capitalization of $104.56 billion and a P/E ratio of 75.99 [4] - The stock has a 52-week low of $75.50 and a high of $117.46 [4] Dividend Announcement - Starbucks announced a quarterly dividend of $0.62 per share, with an annualized yield of 2.7% [7] - The dividend payout ratio is currently 204.96% [7] Insider Activity - Director Jorgen Vig Knudstorp purchased 11,700 shares at an average price of $85.00, increasing his position by 28.26% [8]