On February 13, 2026, Segall Bryant & Hamill reported selling 654,898 shares of V.F. Corporation (NYSE:VFC), an estimated $10.61 million trade based on quarterly average pricing. What Happened According to a February 13, 2026 SEC filing, Segall Bryant & Hamill sold 654,898 shares of V.F. Corporation during the fourth quarter. The estimated value of the trade was $10.61 million, based on the average closing price over the quarter. The fund’s quarter-end stake in the company was valued at $77.44 million, a ...

Valued at a market cap of $86.9 billion, Illinois Tool Works Inc. (ITW) is a diversified industrial manufacturing company based in Glenview, Illinois. It designs and produces a wide range of engineered products, including fasteners and components, equipment, consumable systems, and specialty industrial products, that serve markets such as automotive, construction, food equipment, test & measurement, polymers & fluids, and welding. This industrial company has outpaced the broader market over the past 52 w ...

Key Insights:Director SUMME GREGORY L's significant insider purchase of 100,000 shares signals confidence in Avantor's future.Avantor's Q4 earnings surpassed expectations, but profitability concerns arise with a sharp drop in GAAP EPS.The company faces challenges ahead with expected organic revenue declines.Avantor, Inc. (NYSE:AVTR) is a global provider of mission-critical products and services to customers in the life sciences and advanced technologies industries. The company offers a wide range of product ...

Group 1 - Financial giants have shown a bullish sentiment towards Ciena, with 55% of traders being bullish and 25% bearish, indicating a positive outlook on the stock [1] - The options activity revealed 20 unusual trades, with a total value of $1,077,816, comprising 6 puts valued at $268,183 and 14 calls valued at $809,623 [1] - Analysts have set an average target price of $270.0 for Ciena, with one analyst maintaining a Buy rating at a target of $280 and another downgrading to Neutral with a target of $260 [6][8] Group 2 - Ciena operates in the telecommunications equipment sector, focusing on optical transport technologies, serving various industries including communication services, web-scale providers, and government [4] - The trading volume for Ciena stands at 1,254,446, with the stock price currently at $290.37, reflecting a 7.02% increase [8] - The expected price movement for Ciena's options is projected within a range of $180.0 to $320.0, indicating significant interest from large players [2][3]

Group 1 - UBS analyst Timothy Arcuri raised the price target for Applied Materials, Inc. (NASDAQ:AMAT) to $405 from $285, maintaining a Buy rating on the stock [2][8] - The shares of Applied Materials have increased nearly 80% over the past year, attributed to the company's steady growth profile and the long-term nature of chip fabrication projects [3] - Applied Materials is positioned to benefit from the growing semiconductor manufacturing industry, driven by demand from network-connected industrial equipment, electric vehicles, and artificial intelligence [4] Group 2 - The company provides materials engineering solutions across the semiconductor and display markets, offering a combination of equipment, services, and software to technology manufacturers globally [5] - Applied Materials consistently delivers strong operating margins and returns all free cash flow to shareholders through dividends and share buybacks, highlighting its profitability [4]

Dover Corporation (NYSE:DOV) is one of the stocks Jim Cramer commented on. Cramer mentioned the company during the episode and said: The industrials, the old-fashioned non-data center industrials, are looking like huge winners from AI, even if we don’t know yet whether they deserve it. These stocks are doing so well. Honeywell, Dover, Emerson, wowza, can they run. And in reality, all they’re really doing is catching up with the rest of the market. They’re not expensive historically versus the S&P 500, whi ...

PITTSBURGH--(BUSINESS WIRE)-- #WeAreWabtec--Wabtec Corporation (NYSE: WAB) announced today that its Board of Directors declared a regular quarterly common dividend of 31 cents per share, payable on March 2, 2026, to holders of record on February 17, 2026. About Wabtec Wabtec Corporation is revolutionizing the way the world moves for future generations. The Company is a leading global provider of equipment, systems, digital solutions and value-added services for the freight and transit rail industries, as we ...

Core Viewpoint - Applied Materials, Inc. (NASDAQ:AMAT) is recognized as one of the best investment opportunities in the dividend stock category, particularly due to its strong position in the semiconductor equipment market driven by AI and other technological advancements [1]. Group 1: Analyst Insights - Citi analyst Atif Malik raised the price target for Applied Materials to $400 from $250, maintaining a Buy rating ahead of the earnings report scheduled for February 12, indicating expectations for results to exceed consensus [2]. - The stock has appreciated over 66% in the past year, reflecting robust demand for chipmaking equipment linked to the rapid development of AI-focused semiconductors [3]. Group 2: Market Demand and Growth Drivers - Demand for Applied Materials' products is fueled not only by AI but also by electric vehicles, network-connected industrial equipment, and broader digitization trends across various industries, which are expected to sustain over time [4]. - The company's stable growth model is supported by the long-term nature of new fabrication plants and capacity expansions, ensuring ongoing revenue generation from installed equipment through service, upgrades, and maintenance [3]. Group 3: Financial Performance - Applied Materials demonstrates strong operating margins and effectively returns free cash flow to shareholders via dividends and share repurchases, maintaining a straightforward and shareholder-focused capital allocation strategy [5]. - The company provides materials engineering solutions, supplying essential equipment, services, and software to the semiconductor, display, and related technology industries [5].

Core Points - A California jury awarded approximately $52 million to truck drivers and yard workers at Sysco for alleged retaliation after they raised safety, wage, and regulatory concerns [1] - The lawsuit was filed against Sysco Riverside Inc. and Sysco Corp., with claims of a culture of intimidation towards employees reporting unsafe practices [2] - The lead attorney indicated that the jury's verdict reflected overwhelming evidence of Sysco's legal violations and the company's inaction in response to complaints [3] Allegations of Unsafe Practices - Employees raised concerns about yard safety, excessive working hours, falsified time records, food safety violations, and retaliation for contacting regulators like Cal/OSHA [4] - Plaintiffs reported being pressured to move trucks quickly in unsafe conditions and to load perishable food into inadequately refrigerated trailers [6] Retaliation Claims - Central to the lawsuit were allegations of retaliation against workers who reported unsafe practices, including reduced hours, harassment, surveillance, and termination [7]

Core Viewpoint - O'Reilly Automotive, Inc. reported record revenue and earnings for the fourth quarter and full year ended December 31, 2025, marking 33 consecutive years of comparable store sales growth since going public in 1993 [1]. Fourth Quarter Financial Results - Fourth quarter sales increased by $319 million, or 8%, to $4.41 billion compared to $4.10 billion in the same period last year [2]. - Gross profit for the fourth quarter rose by 9% to $2.29 billion, representing 51.8% of sales, up from 51.3% a year ago [2]. - Selling, general and administrative expenses (SG&A) increased by 7% to $1.46 billion, accounting for 33.0% of sales, compared to 33.3% last year [2]. - Operating income for the fourth quarter increased by 12% to $829 million, or 18.8% of sales, compared to 18.0% last year [2]. - Net income for the fourth quarter rose by $54 million, or 10%, to $605 million, representing 13.7% of sales, up from 13.5% a year ago [3]. - Diluted earnings per share for the fourth quarter increased by 13% to $0.71 on 848 million shares, compared to $0.63 on 870 million shares last year [3]. Full-Year Financial Results - Full-year sales increased by $1.07 billion, or 6%, to $17.78 billion from $16.71 billion in the previous year [4]. - Gross profit for the full year rose by 7% to $9.17 billion, representing 51.6% of sales, up from 51.2% last year [4]. - SG&A for the full year increased by 8% to $5.71 billion, accounting for 32.1% of sales, compared to 31.7% last year [4]. - Net income for the full year increased by $152 million, or 6%, to $2.54 billion, representing 14.3% of sales, consistent with the previous year [7]. - Diluted earnings per share for the full year increased by 10% to $2.97 on 856 million shares, compared to $2.71 on 881 million shares last year [7]. Comparable Store Sales - Comparable store sales grew by 5.6% in the fourth quarter, following a 4.4% increase in the same period last year [8]. - Full-year comparable store sales increased by 4.7%, compared to a 2.9% increase in the previous year [8]. Share Repurchase Program - In the fourth quarter, the company repurchased 5.2 million shares at an average price of $96.69, totaling $500 million [9]. - For the full year, 22.7 million shares were repurchased at an average price of $92.26, totaling $2.10 billion [9]. 2026 Guidance - The company anticipates net new store openings of 225 to 235 and comparable store sales growth of 3.0% to 5.0% for the year ending December 31, 2026 [10]. - Total revenue is projected to be between $18.7 billion and $19.0 billion, with diluted earnings per share expected to be between $3.10 and $3.20 [10].