Key Takeaways SoFi Technologies' 2026 outlook centers on margin expansion alongside ~30% revenue growth.SOFI guides mid-30% EBITDA margins and net margins in the high teens for 2026.SOFI shares rose 43% in a year and trade at 34X forward earnings, above industry levels.The defining takeaway from SoFi Technologies’ (SOFI) 2026 outlook is not just growth, but margin expansion at scale. While revenue and membership gains remain impressive, the real inflection lies in how efficiently that growth is translating ...

TORONTO, Feb. 11, 2026 (GLOBE NEWSWIRE) -- George Weston Limited’s (TSX: WN) Board of Directors announced that it has declared a quarterly dividend on George Weston Limited Preferred Shares, Series I, at $0.3625 per share payable March 15, 2026, to shareholders of record February 28, 2026. About George Weston Limited George Weston Limited is a Canadian public company founded in 1882. The Company operates through its two reportable operating segments, Loblaw Companies Limited and Choice Properties Real Estat ...

Financial Data and Key Metrics Changes - The operating profit for the third quarter was JPY 591.5 billion, a decrease of JPY 548.4 billion year-on-year [2][6] - Operating cash flow after R&D adjustment was JPY 1,855.8 billion, consistent with the same period last year [3] - The forecast for operating profit for the fiscal year ending March 2026 remains at JPY 550 billion, with profit for the year unchanged at JPY 300 billion [3][5] Business Segment Data and Key Metrics Changes - Motorcycle operations achieved record high unit sales of 21.3 million units, driven by strong sales in India and Brazil [4] - Automobile operations forecast remains at 3.34 million units, with a noted decline in profit due to non-recurring expenses related to EVs and tariffs [4][5] - Power products business sold 2.507 million units, with mixed results across regions [6] Market Data and Key Metrics Changes - The competitive environment for automobiles in Asia is expected to intensify, necessitating increased incentives [3] - The impact from tariffs is projected to decrease from an initial forecast of JPY 450 billion to JPY 310 billion [3][41] - The exchange rate against the U.S. dollar is assumed at 140 JPY for the full-year period [5] Company Strategy and Development Direction - The company aims to enhance its competitive strength by reviewing strategies in light of stagnated EV market growth and intensified competition from emerging OEMs [13][14] - Plans include settling losses related to EVs sold in North America and launching next-generation hybrid systems [14][15] - The company is focusing on building a well-balanced business portfolio to generate cash flow and maintain a sound balance sheet [15] Management's Comments on Operating Environment and Future Outlook - Management acknowledges challenges such as the stagnation of the EV market and the need for flexible strategies to adapt to changing environments [12][13] - The company is monitoring supply chain risks, particularly concerning rare earth metals and semiconductors, and is taking steps to mitigate these risks [39][40] - Future strategies will be communicated at an appropriate time during the coming fiscal year [14] Other Important Information - The forecast for the full-year dividend remains at 70 JPY per share, unchanged from previous forecasts [5] - The board has resolved to cancel 747 million treasury stocks [5] Q&A Session Questions and Answers Question: Full year outlook and automobile profitability - Management indicated that while expenses are expected to be high in the fourth quarter, the overall outlook remains unchanged, with a focus on managing tariff impacts and sales strategies in North America [20][21][23] Question: EV market trends and strategy - Management acknowledged the need to revisit EV strategies due to negative demand environments and competition from local manufacturers in China [30][31][32] Question: Semiconductor supply issues - Management reported that they have good prospects for preventing recurrence of semiconductor shortages and are actively managing supplier relationships [33][37][39] Question: Tariff impact and sales situation - Management explained that the tariff impact has decreased and outlined recovery plans involving local procurements and adjustments to logistics [41][42][43] Question: Collaboration with other companies - Management confirmed ongoing discussions with Nissan and other potential partners regarding co-development and cost-sharing strategies [58][59]

Fiscal Third Quarter Ended December 31, 2025 Financial Results February 10, 2026 Summary Financial Results for Nine Months Ended Operating Profit 591.5 billion yen Motorcycle business Group Unit Sales: 16.44 million units Achieved record-high unit sales, operating profit, and operating margin for nine months ended December 31, 2025 Automobile business Group Unit Sales: 2.561 million units Operating profit: - 166.4 billion yen (Operating margin - 1.6%) incl. tariff impacts and one-time EV-related expenses (- ...

Core Viewpoint - Grab (GRAB) is expected to report fourth-quarter 2025 results on February 11, with a consensus estimate shifting from a loss of one cent to a profit of one cent per share, and sales projected to increase by 22.2% year-over-year to $933.37 million [1][7]. Financial Performance - Grab's earnings have underperformed the Zacks Consensus Estimate in two of the last four quarters, meeting expectations twice, with an average miss of 29.2% [2]. - In the third quarter of 2025, Grab reported earnings of 1 cent per share, missing the consensus estimate by 67%, while revenues of $873 million missed by 1% but increased by 21.9% year-over-year [6]. Revenue Drivers - The anticipated growth in total revenues for the fourth quarter is expected to be driven by an increase in deliveries, with delivery revenues estimated at $491.79 million, reflecting a 20.8% increase from the previous year [3]. - The mobility segment is projected to generate revenues of $341.46 million, a 21.1% increase year-over-year, while financial services revenues are expected to reach $98.88 million, marking a 33.6% rise [4]. Cost Management - Grab's cost-cutting initiatives are likely to have reduced expenses, contributing positively to bottom-line performance, although high inflation may have negatively impacted results [4][7]. Earnings Prediction Model - The current model does not predict an earnings beat for Grab, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [5].

Company Overview - George Weston Limited is a Canadian public company founded in 1882 [2] - The company operates through two reportable segments: Loblaw Companies Limited and Choice Properties Real Estate Investment Trust [2] Loblaw Companies Limited - Loblaw provides a wide range of products and services including grocery, pharmacy, health and beauty, apparel, general merchandise, financial services, and wireless mobile products [2] Choice Properties Real Estate Investment Trust - Choice Properties owns, operates, and develops high-quality commercial and residential properties across Canada [2] Upcoming Financial Results - George Weston Limited will release its 2025 fourth quarter and full year results on March 4, 2026, at approximately 7:00 AM (ET) [1]

Core Viewpoint - SoFi Technologies has experienced a significant increase in institutional investment despite recent stock price volatility, indicating a potential long-term growth story for the company [1][5]. Group 1: Stock Performance - SoFi's shares surged from under $10 to over $30 during mid- to late 2025, driven by strong quarterly results, but have recently entered a downward trend [1][2]. - The stock has been range-bound from September through January before starting to pull back [2]. Group 2: Institutional Investment - Major asset managers have significantly increased their positions in SoFi, with J.P. Morgan Chase raising its stake by 18 million shares to approximately 65 million shares, representing 5.4% of shares outstanding [3]. - BlackRock also increased its holdings by around 13.5 million shares, controlling about 5.2% of SoFi's outstanding stock [4]. - Other Wall Street trading firms, including Susquehanna, Citadel, and Jane Street, have also raised their net positions by 10.6 million, 8.6 million, and 7.9 million shares, respectively [4]. Group 3: Growth Outlook - SoFi is expected to continue growing its user base in loans, banking, and financial services, leading to mid-double-digit earnings growth [5][6]. - The company's forward price-to-earnings ratio stands at 38.6, suggesting that the stock could maintain its value as earnings increase [6].

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here. The fourth quarter was defined by strong AI momentum and continued market dominance by mega-cap stocks. In this environment, Pzena Focused Value Strategy underperformed the Russell 1000® Value Index, delivering a net return of 2.5% vs. 3.8% for the Index. Given the limited leadership in the market, the firm still observes appealing valuation differ ...

Core Insights - Ameriprise Financial Services (AMP) reported quarterly earnings of $10.83 per share, exceeding the Zacks Consensus Estimate of $10.29 per share, and up from $9.36 per share a year ago, representing an earnings surprise of +5.27% [1] - The company achieved revenues of $4.92 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.45%, compared to $4.46 billion in the same quarter last year [2] - Ameriprise has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The sustainability of Ameriprise's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $10.27 on revenues of $4.68 billion, and for the current fiscal year, it is $41.73 on revenues of $19.14 billion [7] Industry Context - The Financial - Investment Management industry, to which Ameriprise belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Ameriprise's stock performance [5]

For further information on factors that could cause actual results to differ materially from the expectations or projections expressed in our FLS, please refer to the Company's filings with the U.S. Securities and Exchange Commission, including the Company's most recent Forms 10-Q and 10-K, particularly, the discussion of "Risk Factors" set forth therein. We urge investors to consider all of these factors carefully in evaluating the FLS contained in this document. FLS speak only as of the date on which such ...