Core Insights - Verisk Analytics, Inc. (VRSK) stock has increased by 13.9% over the past year, outperforming the Business - Information Services industry growth of 9.1% and the Zacks S&P 500 composite rise of 8.3% [1] Financial Performance - VRSK's revenues are projected to grow by 6.7% in 2025 and 7% in 2026, while earnings are expected to rise by 6.2% in 2025 and 11% in 2026 [3] - The company has a long-term earnings per share growth rate estimated at 11.4% [3] - In Q1 2025, VRSK reported revenues of $753 million, reflecting a 7% increase overall and a 7.9% increase on an organic constant-currency basis [4][8] - Underwriting revenues grew by 6.8% (7.2% OCC), driven by strong performance in various services [4] - Claims revenues increased by 7.5% (9.6% OCC), highlighting growth in property estimating and anti-fraud solutions [5] Strategic Developments - The introduction of the SRCC model enhances political violence risk modeling, allowing insurers to utilize a forward-looking approach [6] - Verisk's acquisition of Nasdaq's Risk Modelling for Catastrophes (NRMC) in April 2025 strengthens its catastrophe risk modeling capabilities [7][9] - NRMC provides access to over 300 third-party and custom models, enhancing risk analysis across the insurance value chain [9] Shareholder Returns - VRSK has consistently returned value to shareholders, paying over $188 million in dividends annually since 2021 and increasing share repurchases from $475 million in 2021 to $2.8 billion in 2023 [10] - In Q1 2025, the company returned more than $250 million to shareholders through dividends and repurchases, and initiated a $200 million Accelerated Share Repurchase program [10][11]

The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. BGSF (BGSF) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.BGSF is a member of our Business Services group, which includes 27 ...

Company Overview - RGP is a global professional services firm with nearly 2,600 delivery professionals and a history of partnering with Fortune 500 companies, with $600 million LTM total revenue[5] - 88% of clients are Fortune 100 & 77% of Fortune 500 companies[5] - 51% of consultants have Big 4, Big Consulting or Big Law experience[11] - 69% of U.S.-based consultants are Racially/Ethnically Diverse or Women[11] Financial Performance - The company has zero debt and a 70% variable cost structure[6] - In FY2024, revenue was $632.801 million, a decrease of 18.4% compared to FY2023[42] - Adjusted EBITDA for FY2024 was $51.483 million, with an adjusted EBITDA margin of 8.1%[42] - The company paid $164 million in total dividends and $255 million in total share repurchases[41] - Q1 Fiscal 2025 revenue by business segment: On-Demand Talent 38.3%, Consulting 40.2%, EU/Asia Pacific 13.1%, Outsourced Services 6.9%, Other 1.4%[5] Strategic Initiatives - The company is implementing a new Go-to-Market Strategy with three engagement models[7] - The company is expanding its addressable market by evolving its service offering catalog[7] - The company reduced its global real estate footprint by over 30,000 square feet during Fiscal Year 2024 and 196,000 square feet since Fiscal Year 2021[35] - The company is investing in digital innovation and AI development to create advanced experiences in response to market demand[39]

Group 1 - Bombardier has commenced deliveries of three Challenger 3500 aircraft to Aloula Aviation, marking the first registration of this aircraft in Saudi Arabia [2][4] - The Challenger 3500 is recognized for its spacious cabin, outstanding range, and reliability, making it a suitable addition to Aloula Aviation's fleet [2][3] - The business jet market in the Middle East is experiencing significant growth, particularly for super midsize aircraft, with the Challenger 3500 positioned as a market leader [3] Group 2 - The Challenger 3500 offers industry-leading reliability and performance, capable of non-stop flights from Saudi Arabia to major destinations like Paris, Geneva, and New Delhi [3][4] - Aloula Aviation's CEO emphasized the aircraft's innovation, comfort, and performance, aligning with their commitment to providing an exceptional travel experience [3] - Bombardier's commitment to excellence is reflected in its support for Aloula Aviation and the broader aviation market in Saudi Arabia as part of the Vision 2030 initiative [3]

PHOENIX, June 18, 2025 (GLOBE NEWSWIRE) -- TILT Holdings Inc. (“TILT” or the “Company”) (Cboe CA: TILT) (OTCPK: TLLTF), a global provider of cannabis business solutions that include inhalation technologies, cultivation, manufacturing, processing, brand development and retail, today announces the results of the 2025 annual general meeting of shareholders of TILT (the “Shareholders”) held virtually on Tuesday, June 17, 2025 (the “Meeting”). The Company put forward the following proposals to be voted on by the ...

Core Viewpoint - Automatic Data Processing, Inc. (NASDAQ: ADP) is initiated with a Strong Buy rating and a price target of $296.5, indicating a positive outlook for the company's stock performance [1]. Company Overview - Automatic Data Processing, Inc. provides essential cloud-based Human Capital Management (HCM) and HR outsourcing solutions for organizations of all sizes [1]. Research Methodology - Moretus Research employs a structured, repeatable framework to identify companies with durable business models, mispriced cash flow potential, and intelligent capital allocation [1]. - The research combines rigorous fundamental analysis with a judgment-driven process, focusing on clarity and relevance rather than complex forecasting [1]. Valuation Approach - Valuation is based on pragmatic, sector-relevant multiples tailored to each company's business model and capital structure, emphasizing comparability and simplicity [1]. - The research coverage tends to favor underappreciated companies undergoing structural changes or temporary dislocations, where dispassionate analysis can lead to asymmetric returns [1]. Research Standards - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1].

Kicks off ongoing community support initiative ibex Donates $25,000 to Wounded Warrior Project Donation kicks off ongoing community support initiative WASHINGTON, June 18, 2025 (GLOBE NEWSWIRE) -- ibex (NASDAQ: IBEX), a leading global provider of business process outsourcing (BPO) and AI-powered customer engagement technology solutions, is proud to announce a $25,000 donation to Wounded Warrior Project® (WWP) as part of ibex CaresTM, the company’s global philanthropic program. This contribution supports ...

Core Viewpoint - The article highlights three high-yield dividend stocks that offer an average yield of 10.96%, providing investors with a reliable source of monthly income [1]. Group 1: Dividend Stocks Performance - Companies that consistently pay dividends are typically profitable and have a history of outperformance [2]. - A study by Hartford Funds and Ned Davis Research shows that dividend-paying stocks delivered an average annual return of 9.2% over 51 years, compared to 4.31% for non-payers [3]. Group 2: AGNC Investment - AGNC Investment, a mortgage REIT, offers a yield of 15.48% and has provided consistent double-digit yields for over a decade [6]. - The company borrows at low short-term rates to invest in higher-yielding long-term assets, such as mortgage-backed securities [7]. - The recent shift to a rate-easing cycle by the Federal Reserve is favorable for AGNC, as it typically performs well during such periods [9]. - AGNC's portfolio is heavily focused on agency securities, which are backed by the federal government, providing added safety [10]. - The normalization of the U.S. Treasury yield curve is expected to enhance AGNC's net interest margin and book value [11]. Group 3: PennantPark Floating Rate Capital - PennantPark Floating Rate Capital, a business development company, has an annual dividend yield of 11.8% and a market cap of $1 billion [13]. - The company focuses on debt investments, with a weighted average yield of 10.5% on its debt portfolio [15]. - PennantPark's management has implemented a rigorous vetting process, resulting in a low delinquency rate of 2.2% for its loan portfolio [17]. Group 4: Realty Income - Realty Income, a retail REIT, offers a yield of 5.6% and has increased its monthly payout for 111 consecutive quarters [18]. - The company manages a commercial real estate portfolio of over 15,600 properties, generating more than $5 billion in annualized base rent [19]. - Realty Income's tenant base is resilient to economic downturns, with over 90% of rent collected from businesses that provide essential goods and services [20]. - The company boasts a historical median occupancy rate of 98.2%, significantly higher than the S&P 500 REITs' median of 94.2% [21]. - Realty Income is considered relatively undervalued, with a forward-year multiple of 12.8, representing a 21% discount to its average multiple over the past five years [22].

Core Insights - The article provides a detailed analysis comparing Golub Capital BDC Inc. (GBDC) with 11 of its business development company (BDC) peers, focusing on dividend sustainability and financial metrics [1][2][3] Group 1: Dividend Analysis - GBDC declared a base dividend of $0.39 per share for Q1 2025, with a TTM dividend yield of 12.30% and an annual forward yield of 10.32% based on its stock price as of March 21, 2025 [10][31] - For Q2 2025, GBDC maintained the same base dividend of $0.39 per share, resulting in a TTM dividend yield of 11.91% and an annual forward yield of 10.62% as of June 13, 2025 [28][29][31] - GBDC's management has indicated a high probability (70%) of maintaining the base dividend through Q4 2025, with no special periodic dividends expected for Q3 and Q4 2025 [33] Group 2: Financial Metrics Comparison - GBDC's cumulative undistributable taxable income (UTI) coverage ratio was 0.09 as of March 31, 2025, reflecting a decrease over the trailing twelve months [16][17] - The weighted average annualized yield on GBDC's debt investments was 10.50% as of December 31, 2024, which is below the mean of 11.60% among its peers [20][24] - GBDC's weighted average interest rate on outstanding borrowings was 5.37% as of March 31, 2025, showing an increase due to the merger with GBDC 3, which had a higher cost of capital [24][25] Group 3: Market Position and Recommendations - GBDC's stock price was $14.69 as of June 13, 2025, and the company is currently rated as HOLD, with a price target of approximately $15.95 per share [36][37] - The analysis indicates that GBDC's annual forward yield to its projected NAV was 10.51%, which is near the average of its 12 BDC peers [32][31] - The article emphasizes that GBDC has not decreased its base dividend since Q2 2020, highlighting a consistent dividend policy despite market fluctuations [18][19]

Group 1: Investment Opportunities - Mortgage REITs, preferred shares, baby bonds, and BDCs are highlighted as high-yielding investment alternatives, with preferred shares and baby bonds generally outperforming mortgage REIT common shares over the long term [1] - BDCs have performed well in recent years, benefiting from higher interest rates which increased their income despite also raising their cost of funds [3] - Preferred shares from mortgage REITs have shown stability in dividends and total returns, contrasting with the declining book value of common shares [5][19] Group 2: Performance Analysis - Fixed-rate preferred shares have underperformed due to significant changes in interest rates, while fixed-to-floating shares have performed well with lower price volatility [4] - Baby bonds have shown impressive performance, with many trading above their maturity value of $25.00, indicating solid investor confidence [7] - The worst-performing baby bond, RCD from Ready Capital, is down only about 4% adjusted for dividends, which is considered a relatively minor loss [8] Group 3: Market Expectations - Q2 2025 is anticipated to be a challenging quarter for mortgage REITs regarding total economic return, which includes changes in book value and dividends [9] - The spread between the yield on assets and the cost of funds for mortgage REITs is currently favorable, suggesting potential for earnings on newly invested capital [10][13] Group 4: Long-Term Trends - Preferred shares have outperformed common shares from the same mortgage REITs since early 2022, demonstrating lower volatility and consistent income generation [19][23] - The performance of fixed-rate agency MBS pools indicates a strong interest in preferred shares, with trading values reflecting healthy demand [16] Group 5: Future Opportunities - There are current opportunities in preferred shares and baby bonds, prompting the company to consider reallocating capital into these investments [24] - The demand for key real estate sectors is expected to increase, presenting a prime opportunity for investment in REITs, preferred shares, and BDCs in 2025 [27]