Core Viewpoint - Hasbro, Inc. is a leading global toy and game company with a market cap of $11.4 billion, offering a diverse range of products and expanding its brands through digital gaming and entertainment content [1][2]. Financial Performance - In Q3 2025, Hasbro reported an 8% year-over-year revenue increase and a 13% rise in operating profit to $341 million, driven by a 42% revenue surge in the Wizards of the Coast and Digital Gaming segment [5]. - The revenue from MAGIC: THE GATHERING increased by 55%, with an adjusted EPS of $1.68 and a high operating margin of 44% in the Wizards segment, indicating strong profitability [5]. - Hasbro raised its full-year outlook, projecting high-single-digit revenue growth, adjusted operating margins of 22% - 23%, and adjusted EBITDA of $1.24 billion - $1.26 billion [6]. Stock Performance - Shares of Hasbro have slipped 3.8% from their 52-week high of $85.14 but have gained 9.4% over the past three months, outperforming the Dow Jones Industrials Average's 4.4% rise [3]. - Year-to-date, HAS stock is up 46.5%, significantly exceeding the Dow Jones's 13.2% gain, and has surged nearly 41% over the past 52 weeks compared to the Dow's 13.8% return [4]. - Analysts maintain a consensus "Strong Buy" rating for HAS stock, with a mean price target of $92.50, representing a 13% premium to current levels [7].

Company Overview - The J. M. Smucker Company (SJM) is based in Orrville, Ohio, and specializes in manufacturing and marketing branded food and beverage products, with a market cap of $10.8 billion [1] - SJM's principal products include peanut butter, shortening and oils, fruit spreads, canned milk, baking mixes, ready-to-spread frostings, flour, baking ingredients, juices, and beverages [1] Market Position - SJM is classified as a "large-cap stock" due to its market cap exceeding $10 billion, highlighting its size and influence in the packaged foods industry [2] - The company boasts a strong portfolio of iconic brands such as Folgers, Dunkin', Milk-Bone, and Meow Mix, which contribute to its market leadership in coffee and pet foods [2] - The recent acquisition of Hostess Brands enhances SJM's presence in the sweet baked snacks segment, supporting future growth [2] Stock Performance - SJM's stock has experienced a decline of 16.3% from its 52-week high of $121.48, reached on March 10 [3] - Over the past three months, SJM stock has marginally declined, underperforming the Dow Jones Industrials Average, which gained 5.5% during the same period [3] - In the longer term, SJM shares rose 6.2% over six months but fell 10.4% over the past 52 weeks, underperforming the Dow Jones Industrials Average's gains of 14.7% and 10.5% respectively [4] - The stock has been trading below its 200-day moving average for the past year and below its 50-day moving average since mid-September [4] Financial Results - On November 25, SJM reported its Q2 results, with an adjusted EPS of $2.10, which fell short of Wall Street expectations of $2.12 [5] - The company's revenue for the quarter was $2.33 billion, surpassing Wall Street forecasts of $2.32 billion [5] - SJM expects its full-year adjusted EPS to be in the range of $8.75 to $9.25 [5] Analyst Sentiment - Wall Street analysts maintain a reasonably bullish outlook on SJM, with a consensus "Moderate Buy" rating from 18 analysts [6] - The mean price target for SJM is $118.19, indicating a potential upside of 16.2% from current price levels [6]

Core Insights - STERIS plc is a leading provider of infection prevention products and services, with a market capitalization of $25.7 billion, offering a diverse range of medical equipment and consumables [1][2] Company Overview - STERIS is categorized as a large-cap stock, emphasizing its significant size and influence in the medical devices industry, particularly in infection prevention [2] - The company’s diverse portfolio serves as a comprehensive solution for healthcare providers, enhancing revenue and customer retention [2] Stock Performance - STERIS shares have experienced a decline of 4.2% from their 52-week high of $268.60, reached on November 25 [3] - Over the past three months, the stock has gained 3.6%, underperforming the S&P 500 Index, which saw a 5% increase [3] - In the longer term, STERIS shares rose 6% over six months, lagging behind the S&P 500's 13.9% gains, but have outperformed the index with a 19.3% increase over the past 52 weeks compared to the S&P 500's 13% [4] Recent Financial Results - On November 5, STERIS reported Q2 results, with revenue of $1.5 billion, exceeding analyst expectations of $1.4 billion [5] - The adjusted EPS of $2.47 also surpassed analyst estimates by 5.1% [5] - In contrast, Stryker Corporation, a competitor, has seen its stock decline by 8.4% over the past 52 weeks [5] Analyst Sentiment - Wall Street analysts maintain a bullish outlook on STERIS, with a consensus "Moderate Buy" rating from nine analysts [6] - The mean price target for STERIS is $288.86, indicating a potential upside of 12.3% from current price levels [6]

Company Overview - Westinghouse Air Brake Technologies Corporation (WAB) is valued at a market cap of $36.7 billion and provides technology-based locomotives, equipment, systems, and services for the freight rail and passenger transit industries [1] - WAB is classified as a "large-cap stock" due to its market cap exceeding $10 billion, highlighting its size, influence, and dominance in the railroad industry [2] Financial Performance - WAB reported Q3 results with revenue growth of 8.4% year-over-year, reaching $2.9 billion, which surpassed consensus estimates [5] - The adjusted EPS for WAB increased by 16% from the previous year to $2.32, exceeding analyst expectations of $2.23 [5] - Despite the positive earnings report, WAB's stock price fell by 2.3% following the earnings release [5] Stock Performance - WAB's shares have gained 12.6% over the past three months, outperforming the S&P 500 Index's rise of 5.7% during the same period [3] - Year-to-date, WAB shares are up 13.4%, which is lower than the S&P 500's return of 16.7% [4] - Over the past 52 weeks, WAB has increased by 4.6%, while the S&P 500 has risen by 12.7% [4] Market Position and Analyst Sentiment - WAB has outperformed its rival, Trinity Industries, Inc. (TRN), which has seen a decline of 26.4% over the past 52 weeks [6] - Analysts maintain a moderately optimistic outlook for WAB, with a consensus rating of "Moderate Buy" from 13 analysts [6] - The mean price target for WAB is $229.54, indicating a potential 6.6% premium to its current price levels [6]

Company Overview - Edwards Lifesciences Corporation, based in Irvine, California, has a market cap of $50.3 billion and specializes in products and technologies for treating advanced cardiovascular diseases, being the leading manufacturer of tissue heart valves and repair products [1][2]. Stock Performance - Edwards Lifesciences' stock reached a 52-week high of $87.40 on November 26 and is currently trading 2.4% below that peak. The stock has gained 4.8% over the past three months, outperforming the iShares U.S. Medical Devices ETF, which increased by 2.4% during the same period [3]. - Year-to-date, the stock has risen by 15.2% and 19.5% over the past 52 weeks, compared to the iShares U.S. Medical Devices ETF's gains of 9% in 2025 and 4.1% over the past year [4]. Financial Performance - In Q3, Edwards Lifesciences reported a 14.7% year-over-year increase in sales to $1.6 billion, exceeding expectations by 3.3%. The adjusted EPS of $0.67 surpassed consensus estimates by 13.6%. Despite these positive results, the stock dropped 1.2% in the trading session following the earnings release on October 30, but rebounded in the subsequent sessions [5]. Competitive Position - Edwards Lifesciences has outperformed its peer Stryker Corporation, which saw a 3.4% gain year-to-date and a 5.1% decline over the past 52 weeks. Among 31 analysts covering the stock, the consensus rating is a "Moderate Buy," with a mean price target of $93.68, indicating a 9.9% upside potential from current levels [6].

Dublin, Ireland-based Aon plc (AON) operates as a professional services firm with clients in over 120 countries across the globe. With a market cap of $78.9 billion, Aon’s offerings include risk management services, insurance and reinsurance brokerage, human resource consulting, and outsourcing services. Companies worth $10 billion or more are generally referred to as “large-cap stocks.” Aon fits right into that category, with its market cap exceeding the threshold, reflecting its substantial size, influe ...

Company Overview - Hubbell Incorporated (HUBB) has a market cap of $23.1 billion and is based in Shelton, Connecticut, focusing on electrical and utility solutions [1] - The company operates through two main segments: Utility Solutions and Electrical Solutions, serving various industries including utilities, data centers, commercial, and residential markets [1][2] Stock Performance - HUBB currently trades 10% below its all-time high of $481.35 recorded on November 6, 2024, with a stock surge of 10.8% over the past three months, outperforming the Dow Jones Industrial Average's 9% rise [3] - Year-to-date, HUBB stock has increased by 3.4%, underperforming the Dow Jones Industrial Average's 8.2% increase, and has gained 5.3% over the past 52 weeks, also underperforming the Dow's 10.6% returns [4] Earnings Report - In the second quarter earnings released on July 29, HUBB's net sales rose 2.2% year-over-year to $1.5 billion, which was below Wall Street expectations by 1.4% [5] - The company reported adjusted EPS of $4.93, an 11% increase, beating consensus estimates by 13.1% [5] Analyst Ratings - Among the 12 analysts covering HUBB stock, the consensus rating is a "Moderate Buy," with a mean price target of $465.67, indicating a 7.5% upside potential from current price levels [6]

Company Overview - State Street Corporation (STT) is valued at a market cap of $31.3 billion and is one of the oldest financial institutions in the U.S., founded in 1792 [1] - The company operates primarily through its subsidiary, State Street Bank and Trust Company, which is among the world's largest custodian banks [1][2] Market Position - STT is classified as a large-cap stock, with a market cap exceeding $10 billion, highlighting its size and influence in the asset management industry [2] - The company has a broad global presence across more than 100 markets and offers integrated solutions in custody, fund administration, data analytics, and investment management [2] Stock Performance - State Street shares have retreated 5.1% from their 52-week high of $116.37, achieved on August 27 [3] - Over the past three months, STT shares gained 13.4%, matching the broader Nasdaq Composite's rise [3] - Year-to-date, shares of STT have climbed 12.6%, trailing the Nasdaq's 15.7% gain, but over the past 52 weeks, the stock has rallied 29.3%, outpacing the Nasdaq's 27% return [4] Financial Performance - In Q2 2025, State Street reported revenue of $3.45 billion, a 9% year-over-year increase, driven by strong fee income growth and higher assets under custody and management [5] - Adjusted EPS for the quarter was $2.53, an increase from the previous year [5] - The company secured $1.1 trillion in new servicing mandates and experienced $82 billion of net inflows at State Street Global Advisors [5] Investor Sentiment - Despite a modest decline in net interest income due to lower rates, which initially caused a 7.3% drop in stock price post-release, shares rebounded more than 5% in the following sessions [6] - Investors refocused on the company's strong fee momentum, investment inflows, and operating leverage, indicating resilience in its core businesses [6]

Company Overview - Fifth Third Bancorp (FITB) has a market capitalization of $30 billion and operates as a diversified financial services company, providing banking and financial solutions through three main segments: Commercial Banking, Consumer and Small Business Banking, and Wealth & Asset Management [1][2]. Stock Performance - Shares of Fifth Third Bancorp have decreased by 9.1% from their 52-week high of $49.07, but have returned 16.4% over the past three months, outperforming the Dow Jones Industrials Average, which gained 7.6% during the same period [3]. - Year-to-date, FITB stock is up 5.5%, lagging behind the Dow Jones Industrials Average's 7.6% return, and has risen 5.2% over the past 52 weeks, compared to the Dow's 9.9% increase [4]. Recent Financial Results - Following the Q2 2025 results, FITB shares fell over 1% due to concerns over weakening credit quality and rising provisions. The provision for credit losses increased by 78% year-over-year to $173 million, while non-performing loans rose by 37.8% to $886 million [5]. - Net income available to common shareholders decreased by 5.3% year-over-year to $591 million, impacted by higher expenses of $1.26 billion, which overshadowed revenue growth [5]. Competitive Analysis - In comparison, rival M&T Bank Corporation (MTB) has shown weaker performance year-to-date, gaining over 3%, but has outperformed FITB with a nearly 12% increase over the past 52 weeks [6]. - Despite the underperformance, analysts maintain a moderately optimistic outlook for FITB, with a consensus rating of "Moderate Buy" from 25 analysts and a mean price target of $48.57, representing an 8.7% premium to current levels [6].

Company Overview - Xcel Energy Inc. has a market capitalization of $43.4 billion and operates as a leading regulated utility holding company, providing electricity and natural gas across eight states including Colorado, Minnesota, Texas, and Wisconsin [1] - The company is classified as a "large-cap" stock, generating power from a diverse mix of sources such as wind, solar, hydro, nuclear, coal, and natural gas, while focusing on cleaner and more sustainable energy initiatives [2] Stock Performance - Xcel Energy's shares have decreased by 1.6% from their 52-week high of $74.57, but have increased by 6.2% over the past three months, outperforming the Utilities Select Sector SPDR Fund (XLU) which gained 5.2% during the same period [3] - Over the past 52 weeks, XEL stock has returned 14.8%, surpassing XLU's 9.1% increase, although it has gained only 8.6% year-to-date, lagging behind XLU's 13.2% rise [4] Financial Performance - In Q2 2025, Xcel Energy reported earnings per share (EPS) of $0.75, exceeding consensus estimates and reflecting a year-over-year improvement of 38.9%. Revenue increased by 8.6% to $3.3 billion, driven by higher electric segment revenues of $2.9 billion and natural gas revenues of $396 million [5] - The company reaffirmed its 2025 EPS guidance of $3.75 - $3.85 and announced a $45 billion investment plan for 2025-2029 aimed at enhancing infrastructure and growth [5] Competitive Position - Despite Xcel Energy's strong performance, it has underperformed compared to its rival WEC Energy Group, which has returned 16.3% over the past 52 weeks and 17.5% year-to-date [6] - Analysts maintain a moderately optimistic outlook for Xcel Energy, with a consensus rating of "Moderate Buy" from 15 analysts and a mean price target of $78.54, indicating a potential premium of 7.1% to current levels [6]