Core Viewpoint - S&P Global, Inc. (SPGI) has experienced a mixed performance in its stock, with a 16.1% increase over the year, which is lower than the 27.7% growth of the Business - Information Services industry but higher than the 10.7% rise of the Zacks S&P 500 composite [1] Financial Performance - The company has an expected earnings growth rate of 7.8% for the current year and has consistently outperformed the Zacks Consensus Estimate in the last four quarters, with an average earnings surprise of 7.5% [3] - In Q1 2025, SPGI reported an 8% year-over-year increase in total revenues, driven by a 7% growth in subscription product revenues, indicating strong demand across all divisions [4][7] Market Segments - The Market Intelligence segment is benefiting from increased demand for pricing and reference data in loan and credit default swap asset classes, while the Ratings segment is seeing growth due to rising collateralized loan obligation volumes and favorable market conditions [5] Strategic Acquisitions - SPGI is enhancing its capabilities through strategic acquisitions, including ProntoNLP for textual data analytics, Visible Alpha for investment research, and World Hydrogen Leaders for expanding its conference business in the hydrogen sector [6] Shareholder Returns - The company has been active in share repurchases, totaling $12 billion in 2022, $3.3 billion in 2023, and $18.6 billion in 2024, alongside consistent dividend payments of $1 billion in 2022, $1.1 billion in 2023, and $1.1 billion in 2024, with a declared dividend of $0.96 in Q3 2025 [8]

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]

A month has gone by since the last earnings report for S&P Global (SPGI) . Shares have added about 2.3% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is S&P Global due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out ...

Group 1 - UCloudlink Group Inc. reported a quarterly loss of $0.02 per share, better than the Zacks Consensus Estimate of a loss of $0.04, representing an earnings surprise of 50% [1] - The company posted revenues of $18.75 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 3.02% and showing an increase from $18.13 million year-over-year [2] - UCloudlink Group has surpassed consensus EPS estimates for four consecutive quarters [2] Group 2 - The stock has underperformed, losing approximately 37.9% since the beginning of the year, while the S&P 500 has gained 1% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.01 on revenues of $22.5 million, and for the current fiscal year, it is -$0.06 on revenues of $95.2 million [7] Group 3 - The Zacks Industry Rank places the Business - Information Services sector in the top 17% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for UCloudlink Group is currently mixed, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market [6]

Verisk Analytics (VRSK) came out with quarterly earnings of $1.73 per share, beating the Zacks Consensus Estimate of $1.67 per share. This compares to earnings of $1.63 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 3.59%. A quarter ago, it was expected that this insurance data provider would post earnings of $1.60 per share when it actually produced earnings of $1.61, delivering a surprise of 0.63%. Over the last four quart ...

Company Performance - Dun & Bradstreet reported quarterly earnings of $0.21 per share, exceeding the Zacks Consensus Estimate of $0.20 per share, and showing a year-over-year increase from $0.20 per share [1] - The company posted revenues of $579.8 million for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.02%, but up from $564.5 million a year ago [2] - Over the last four quarters, Dun & Bradstreet has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [2] Stock Movement and Outlook - Dun & Bradstreet shares have declined approximately 28% since the beginning of the year, compared to a decline of 5.3% for the S&P 500 [3] - The sustainability of the stock's price movement will largely depend on management's commentary during the earnings call [3] - The current consensus EPS estimate for the upcoming quarter is $0.24 on revenues of $595.09 million, and for the current fiscal year, it is $1.04 on revenues of $2.46 billion [7] Industry Context - The Business - Information Services industry, to which Dun & Bradstreet belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The current estimate revisions trend for Dun & Bradstreet is mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6]

Core Viewpoint - Iron Mountain (IRM) reported quarterly earnings of $1.17 per share, exceeding the Zacks Consensus Estimate of $1.16 per share, and showing significant growth from $0.43 per share a year ago, indicating a positive earnings surprise of 0.86% [1] Financial Performance - The company posted revenues of $1.59 billion for the quarter ended March 2025, which was below the Zacks Consensus Estimate by 0.40%, but an increase from $1.48 billion year-over-year [2] - Over the last four quarters, Iron Mountain has surpassed consensus EPS estimates only once, and it has topped consensus revenue estimates two times [2] Stock Performance - Iron Mountain shares have declined approximately 14.7% since the beginning of the year, contrasting with the S&P 500's decline of 5.3% [3] - The current Zacks Rank for Iron Mountain is 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.20 on revenues of $1.67 billion, and for the current fiscal year, it is $4.91 on revenues of $6.74 billion [7] - The trend for estimate revisions ahead of the earnings release was unfavorable, which may impact future stock movements [6] Industry Context - The Business - Information Services industry, to which Iron Mountain belongs, is currently in the top 30% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

S&P Global (SPGI) came out with quarterly earnings of $4.37 per share, beating the Zacks Consensus Estimate of $4.22 per share. This compares to earnings of $4.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.55%. A quarter ago, it was expected that this independent ratings and analytics provider would post earnings of $3.44 per share when it actually produced earnings of $3.77, delivering a surprise of 9.59%.Over the last ...