Core Insights - Prologis Inc. (PLD) shares have increased by 10.3% over the past three months, outperforming the industry growth of 6.3% [1][8] - The company is strategically positioned in high-demand industrial real estate markets, benefiting from its portfolio located near major distribution hubs [3][4] Company Performance - Prologis has shown strong operating performance due to solid demand for its strategically located facilities [3] - The company reported $811 million in acquisitions and $925 million in development stabilization in Q1 2025, with a significant portion being build-to-suit projects [4][8] - The Zacks Consensus Estimate for Prologis' 2025 FFO per share has increased to $5.70, indicating positive analyst sentiment [2] Financial Position - Prologis maintains a robust balance sheet with $6.52 billion in liquidity and a weighted average interest rate of 3.2% on its debt [8][9] - The company has an A-rated credit rating, allowing it to borrow at favorable rates [9] - Prologis has demonstrated a commitment to dividend payouts, with a five-year annualized growth rate of 13.71% [10]

Company Overview - Packaging Corporation of America is the third largest producer of containerboard products and a leading producer of uncoated freesheet paper in North America, operating eight mills and 86 corrugated products manufacturing plants [12]. Investment Insights - Packaging Corporation of America (PKG) holds a Zacks Rank of 3 (Hold) and has a VGM Score of A, indicating a solid overall performance [12]. - The Momentum Style Score for PKG is B, with shares increasing by 4.5% over the past four weeks, suggesting positive momentum [13]. - For fiscal 2025, one analyst has revised their earnings estimate upwards in the last 60 days, with the Zacks Consensus Estimate increasing by $0.08 to $10.35 per share [13]. - PKG has an average earnings surprise of 3.4%, indicating a history of exceeding earnings expectations [13].

Group 1 - Fastenal Company is set to release its second-quarter earnings results on July 14, with analysts expecting earnings of 28 cents per share, an increase from 25 cents per share in the same period last year [1] - The projected quarterly revenue for Fastenal is $2.07 billion, compared to $1.92 billion a year earlier [1] - On April 23, Fastenal announced a two-for-one stock split [1] Group 2 - Fastenal shares experienced a decline of 0.4%, closing at $42.68 [2] - Benzinga provides access to the latest analyst ratings for Fastenal, allowing readers to sort by various criteria [2] Group 3 - Morgan Stanley analyst Chris Snyder maintained an Equal-Weight rating and raised the price target from $38 to $40 [4] - Stephens & Co. analyst Tommy Moll maintained an Equal-Weight rating and increased the price target from $75 to $80 [4] - Baird analyst David Manthey maintained a Neutral rating and raised the price target from $80 to $86 [4] - William Blair analyst Ryan Merkel upgraded the stock from Market Perform to Outperform [4] - Stifel analyst Brian Butler maintained a Hold rating and cut the price target from $86 to $82 [4]

Core Viewpoint - The article emphasizes the importance of confirming the sustainability of stock trends for successful short-term investing, highlighting the use of a specific screening strategy to identify stocks with strong fundamentals and positive price momentum. Group 1: Trend Analysis - The trend in short-term investing is crucial, and confirming its sustainability is essential for profitability [1][2] - A predefined screening strategy, "Recent Price Strength," helps identify stocks with sufficient fundamental strength to maintain their upward trend [3] Group 2: Stock Example - Enpro (NPO) - Enpro (NPO) has shown a solid price increase of 30% over the past 12 weeks, indicating strong investor interest [4] - NPO has also increased by 6.7% over the last four weeks, suggesting that the upward trend is still intact [5] - Currently, NPO is trading at 83.9% of its 52-week high-low range, indicating a potential breakout [5] Group 3: Fundamental Strength - NPO holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6] - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term performance [7] Group 4: Additional Insights - The article suggests that NPO's price trend is unlikely to reverse soon, and there are other stocks that also meet the "Recent Price Strength" criteria [8] - The effectiveness of stock-picking strategies can be backtested using tools like the Zacks Research Wizard, which offers insights into successful strategies [9]

Core Viewpoint - Brookfield Business Partners has agreed to sell portions of its interests in three businesses to a new evergreen private equity strategy managed by Brookfield Asset Management, which targets high-net-worth investors [1][2]. Transaction Details - The transaction involves selling approximately 12% of DexKo, 7% of CDK Global, and 5% of BrandSafway to the New Fund [2]. - Brookfield Business Partners will receive units of the New Fund valued at approximately $690 million, reflecting an 8.6% discount to the net asset value (NAV) of the interests sold [3]. Financial Implications - The units are expected to be redeemed for cash at an 8.6% discount to NAV within 18 months after the initial closing of the New Fund [3]. - The transaction is anticipated to be accretive to the trading price of Brookfield Business Partners' units and shares, allowing for accelerated capital return and reinvestment in business growth [5]. Independent Review Process - An independent committee of directors reviewed the transaction, retaining external financial and legal advisors to ensure fairness [4][6]. - The independent financial advisor provided a fairness opinion, concluding that the transaction is fair from a financial perspective [7][8]. Strategic Benefits - The transaction provides the new private equity strategy with an immediate diversified seed portfolio prior to its launch [5]. - The transaction is exempt from formal valuation and minority shareholder approval requirements as it is less than 25% of the consolidated market capitalization of Brookfield Business Partners [10].

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:Adecoagro S.A. (AGRO) is an agro-industrial company. The Zacks Consensus Estimate for its current year earnings has been revised 12.5% downward over the last 60 days.Barings BDC, Inc. (BBDC) is an investment company. The Zacks Consensus Estimate for its current year earnings has been revised 4.6% downward over the last 60 days.Core Natural Resources, Inc. (CNR) is a metallurgical and thermal coal company. The Zacks Consensus Estimate ...

Core Insights - MSC Industrial Direct Company, Inc. (MSM) reported adjusted earnings per share (EPS) of $1.08 for Q3 fiscal 2025, exceeding the Zacks Consensus Estimate of $1.03, but reflecting an 18.8% decline year over year [1][7] - The company generated revenues of approximately $971 million, a decrease of 0.8% from $979 million in the same quarter last year, while also surpassing the Zacks Consensus Estimate of $970 million [2][7] - The gross margin improved to 41% compared to 40.9% in the prior year, despite a 0.7% decline in gross profit to $398 million [3][7] Financial Performance - The cost of goods sold decreased by 1% year over year to $573 million, while operating expenses rose by 8% to $312 million [3] - Adjusted operating income fell 21.8% to $87 million, resulting in an adjusted operating margin of 9%, down from 11.4% in the previous year [3][7] - Cash and cash equivalents increased to $71.7 million from $29.6 million at the end of fiscal 2024, while long-term debt rose to approximately $285 million from $279 million [4] Future Guidance - For Q4 fiscal 2025, the company anticipates average daily sales to decline by 0.5% or increase by 1.5% compared to the previous year [5] - The adjusted operating margin is expected to be between 8.5% and 9% for the upcoming quarter [5] Stock Performance - Over the past year, MSC Industrial's shares have increased by 20%, outperforming the industry growth of 15.8% [6]

Newmark represents Crow Holdings in recapitalization of 25-building Texas and Illinois portfolioNEW YORK, July 1, 2025 /PRNewswire/ -- Newmark Group, Inc. (Nasdaq: NMRK) ("Newmark" or "the Company"), a leading commercial real estate advisor and service provider to large institutional investors, global corporations, and other owners and occupiers, announces the Company advised Crow Holdings on the recapitalization of a six-million-square-foot industrial portfolio with Core+ funds affiliated with Blackstone R ...

HMS Networks AB (publ) will release its second quarter report of 2025 on Friday July 11th, 2025, at 07.30 AM CEST. On the same day, at 09.00 AM CEST, President and CEO Staffan Dahlström and CFO Joakim Nideborn present the report in a conference call for press and analysts. The presentation is in English and can be followed live via telephone or web. Slides used in the presentation will be made available on HMS’ website prior to the telephone conference. If you wish to participate via webcast, please use the ...

Rexford Industrial Overview - Rexford Industrial Realty has a portfolio of 424 industrial properties, encompassing 51 million square feet, with an entity value of $13 billion[7] - The company focuses on prime infill locations in Southern California[7, 13] - Rexford's FFO per share growth has a 5-year CAGR of 10%, exceeding the REIT average of 3%[9, 10] - The dividend per share growth has a 5-year CAGR of 16%, significantly higher than the REIT average of 3%[9, 10] Growth and Value Creation - Rexford has substantial embedded cash NOI growth, including a $60 million portfolio mark-to-market, $105 million in annual embedded rent steps, and $70 million from repositioning and redevelopment[17] - Repositioning and redevelopment projects in-process or in lease-up are expected to generate $70 million in annualized stabilized cash NOI[17, 18, 25] - The company's leasing activity in 1Q 2025 covered 2.4 million square feet, with average embedded rent steps of 3.6% in executed leases[28] Market and Portfolio - Southern California is the largest and highest-value industrial market in the nation, valued at $32 billion with 2.1 billion square feet[38] - Rexford's portfolio has a trailing 12-month average executed lease rate of $19.16 per square foot, a 22% premium over the Infill SoCal average of $15.65[59] - Over the last 4 years, >85% of transactions were executed off/lightly-marketed[34]