Automatic Data Processing, Inc. (NASDAQ:ADP) is one of the stocks Jim Cramer shed light on recently. Cramer called the company’s results “confusing,” as he commented: Fourth, we got really confusing results from Automatic Data, ADP, America’s top payroll processor. On Wednesday, the stock went down 1.5%. When you zoom out, this was just the latest leg lower for ADP, which is now off more than 25% from its highs last year. And this is a really good company. What’s weird about this one is the fact that the ...

Core Insights - G&A Partners has acquired Ethan Allen HR Services, enhancing its presence in New York and expanding its benefits offerings [1][2] - The acquisition allows G&A to provide additional resources to Ethan Allen's clients, including a broader range of medical plans [2] - Ethan Allen HR Services will continue to operate independently under its current leadership, focusing on staffing and recruitment [2] Company Overview - G&A Partners is a leading professional employer organization (PEO) with 30 years of experience in HR administration, benefits, payroll, and compliance [4] - The company has been recognized 20 times on the Inc. 5000 list of America's fastest-growing private companies [2] - G&A serves over 6,000 clients and 130,000 worksite employees nationwide [2] Ethan Allen HR Services - Founded in 1992, Ethan Allen HR Services is based in Poughkeepsie, New York, and provides tailored HR solutions to various clients [5][6] - The company has a strong client retention rate, with some relationships lasting decades [6] - Ethan Allen offers comprehensive HR outsourcing services, including payroll management, benefits administration, and compliance [6]

Core Viewpoint - Equifax Inc. is a significant player in the fintech sector, with a market capitalization of $25.9 billion, and has shown resilience in its financial performance despite challenges in the mortgage and hiring markets [1][5]. Company Overview - Equifax is a global data, analytics, and technology company based in Atlanta, providing information solutions and HR outsourcing services [1]. - The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International [1]. Market Position - Equifax is classified as a large-cap stock due to its valuation exceeding $10 billion, reflecting its strong influence in the industrial space and operations across multiple regions [2]. - The stock has experienced a 24.7% decline from its 52-week high of $281.07, reached on January 27 [3]. Stock Performance - Over the past three months, Equifax's stock has decreased by 15.3%, underperforming the Industrial Select Sector SPDR Fund (XLI), which saw a 2.4% increase [3]. - Year-to-date, EFX stock has declined by 17%, and over the past 52 weeks, it has dropped by 18.9%, contrasting with XLI's gains of 17.3% in 2025 and 9.7% over the past year [4]. Financial Results - In Q3, Equifax reported a 7.2% year-over-year growth in operating revenues, totaling $1.5 billion, which exceeded market expectations by 1.5% [5]. - The adjusted EPS for the quarter increased by 10.3% year-over-year to $2.04, surpassing consensus estimates by 5.7% [5]. - Following the release of its Q3 results, the stock initially dipped but regained positive momentum in subsequent trading sessions [5]. Peer Comparison - Compared to its peer TransUnion, Equifax has underperformed, with TransUnion experiencing an 8.9% decline in 2025 and a 14.2% drop over the past 52 weeks [6].

Core Insights - The report from Paycheck indicates a stable job market for small businesses, but hiring has slowed down slightly [1][3] - Small businesses, particularly those with fewer than 50 employees, have shown less than a 1 percentage point change in hiring over the past year, indicating stability despite economic uncertainties [3][4] - There is a notable increase in weekly hours worked, reaching a near-decade high, suggesting that employers are hesitant to hire new staff [5][6] Employment Trends - The small business segment is experiencing a labor supply issue, with challenges in finding qualified workers due to immigration constraints [6][7] - In the last two months, there has been a consecutive increase of over 3% in hours worked, a trend not seen in the past decade [8] - Historically, increases in hours worked at this level often precede employment growth in subsequent quarters, indicating potential future hiring [9] Wage Growth and Inflation - Hourly wage growth has remained below 3% for the 15th consecutive month, which is below the pace of annualized inflation [10][11] - The cost of labor is a significant factor for small and midsize businesses, and maintaining wage inflation at this level could help reduce overall inflation towards the Federal Reserve's target of 2% [11][12]