Aristotle Funds, an investment advisor, released its “Core Equity Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equity markets reached new all-time highs in Q4 2025, with the S&P 500 Index rising 2.66% and the Bloomberg U.S. Aggregate Bond Index increasing by 1.10%. Within the Russell 1000 Growth Index, healthcare, communication services, and financials were the top performing sectors, while utilities, real estate, and materials lagged. The U.S. economy showed ...

On February 17, 2026, ICAHN CARL C disclosed a buy of  Icahn Enterprises (NASDAQ:IEP). What happened According to a recent SEC filing, ICAHN CARL C increased its stake in Icahn Enterprises by 30,467,595 shares during the fourth quarter. The estimated value of this purchase was $245.63 million, calculated using the average closing price over the quarter. As a result, the fund’s quarter-end position in IEP rose to 549,400,539 shares, with the total value of the stake decreasing by $221.44 million compared ...

【Hy】液冷+发电大涨，在AI的趋势中"随波逐流"-0226 【Hy】液冷+发电大涨，在AI的趋势中"随波逐流"-0226 我们年后第一个交易日yy了零部件可选的核心方向（AI发电、液冷、半导体等），选出来的标的们今天基本都 很争气。 牛市下半场的轮动一定会演绎更频繁， AI液冷+发电都是AI题材里分歧相对少的，还有订单/业绩/行业催化可以演绎，尤其 ①NV： 财报亮眼，3月中GTC 大会Rubin液冷方案进一步明确，技术节奏可能超预期，核心变化包括产品端冷板（微通道相关）、CDU（泵、阀 等部件）等，供应格局上关注国内供应商（ywk、sq等）份额。 ②国产：ds V4将发布利好国产算力华为昇腾（950采用液冷方案），26年大厂AI资本开支乐观，中长期液冷渗透 率提升空间大。 我们年后第一个交易日yy了零部件可选的核心方向（AI发电、液冷、半导体等），选出来的标的们今天基本都 很争气。 牛市下半场的轮动一定会演绎更频繁， AI液冷+发电都是AI题材里分歧相对少的，还有订单/业绩/行业催化可以演绎，尤其 ①NV： 财报亮眼，3月中GTC 大会Rubin液冷方案进一步明确，技术节奏可能超预期，核心变化包括产 飞龙 ...

Top-line growth of 22% for the year was primarily driven by the Nissens acquisition, while organic growth remained stable at approximately 4%. Vehicle Control performance benefited from the non-discretionary nature of products and professional repair shop demand, which typically outperforms in uncertain economic climates. Temperature Control growth was fueled by an elongating air conditioning season and the increased adoption of pre-packed A/C kits that simplify complex repairs. The Nissens segment ...

TORONTO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Martinrea International Inc. (TSX : MRE) today announced it will report its financial results for the fourth quarter and year ended December 31, 2025 on Thursday, March 5, 2026 at 4:00 p.m. Eastern Time. The Company will hold a conference call to discuss the results the same day at 5:00 p.m. Eastern Time. To participate, please dial 416-855-9085 (Toronto area) or 800-990-2777 (toll free Canada and US) and enter participant code 29412#. Please call 10 minutes prior ...

Standard Motor Products (SMP) reported $385.09 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 12.2%. EPS of $0.56 for the same period compares to $0.47 a year ago.The reported revenue represents a surprise of +3.5% over the Zacks Consensus Estimate of $372.09 million. With the consensus EPS estimate being $0.45, the EPS surprise was +25.84%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectati ...

Dorman Products (NasdaqGS:DORM) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker8Good morning. Thank you for standing by. Welcome to the Dorman Products Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. Please note that this conference is being recorded. I would now like to turn the conference over to Alex Whitelam, Vice President of Investor Relations. Thank you, sir. Please g ...

Ad hoc announcement pursuant to Article 53 LR26 February 2026 – 06:30 AMThe Feintool Group’s business performance in the 2025 financial year reflects a market environment that remains challenging, with differing dynamics across regions and technologies. The global automotive market is growing at a low single-digit rate, while shifts in climate policy and subsidy schemes – particularly in the United States – are influencing investment decisions and the pace of electrification. At the same time, demand for in ...

Genuine Parts Company (NYSE:GPC) is included among the 14 Best Affordable Dividend Stocks to Buy According to Analysts. Raymond James Bullish on Genuine Parts (GPC) Transformation, Sets $145 Price Target CNBC reported on February 24 that Raymond James expects a planned business separation to help unlock value for Genuine Parts Company (NYSE:GPC) shares. The firm double upgraded the automotive parts distributor to Strong Buy from Market Perform. Analyst Sam Darkatsh also set a $145 price target, which imp ...

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