Sharemaestro Newsreel

Did CF’s Q2 Profit Surge and US$500 Million Buyback Just Shift Its (CF) Investment Narrative?

CF Industries Holdings, Inc. reported a significant Q2 profit surge with sales reaching US$2,222 million and net income climbing to US$727 million. The company also completed a US$500 million share repurchase program, retiring 3.41% of its outstanding stock. These strong results and active capital …

Cleveland-based activist Ancora now seeks to buy H.B. Fuller adhesives unit

Cleveland-based activist investor Ancora is reportedly interested in acquiring the adhesives unit of H.B. Fuller. The article, published by Crain's Cleveland Business, cites Bloomberg as the source of this information. This move indicates Ancora's strategic efforts to influence or take over specific business segments.

Argus Adjusts Price Target on Freeport-McMoRan to $78 From $72, Maintains Buy Rating

Argus has increased its price target for Freeport-McMoRan (NYSE: FCX) to $78 from $72, while reiterating a Buy rating on the stock. This adjustment reflects a positive outlook for the specialty mining and metals company. The article briefly mentions recent news and financial data …

Earnings Flash (FNV) Franco-Nevada Corporation Posts Q2 Adjusted EPS $1.81 vs. FactSet Est of $1.96

Franco-Nevada Corporation (FNV) reported its Q2 adjusted EPS of $1.81, falling short of FactSet's estimate of $1.96. The company also reported Q2 revenue of $580.9 million, which was below FactSet's estimate of $616.7 million. Despite adjusted net income and revenue rising for the quarter, …

Kinross Gold (TSX:K) Stock Looks Above Fair Value After A Huge Run

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Kinross Gold stock has delivered an extremely strong three year return while the valuation checks send a mixed message, with the market multiple …

Economists urge Govt: Check the fine print of US$750M steel plant revival

Economists are cautioning the Trinidad and Tobago government to thoroughly examine the details of the proposed US$750 million revival of the former ArcelorMittal steel plant. While the project could boost the economy through foreign exchange generation and job creation, experts like Professor Patrick Watson …

Nova Minerals Produces Military-Grade Antimony at Lab Scale

Nova Minerals provided an update on its 2026 field season at the Estelle Gold and Critical Minerals Project in Alaska, detailing operations with three drill rigs and progress on its antimony project. The company announced the successful laboratory-scale production of military-grade antimony trisulfide and …

Handelsbanken Fonder AB Has $34.19 Million Holdings in The Sherwin-Williams Company $SHW

Handelsbanken Fonder AB reduced its stake in The Sherwin-Williams Company (NYSE:SHW) by 4.3% in the second quarter, now holding 99,302 shares valued at $34.19 million. Other institutional investors have adjusted their positions, with 77.67% of the stock owned by institutional investors and hedge funds. …

Wasatch Advisors LP Sells 643,568 Shares of UFP Industries, Inc. $UFPI

Wasatch Advisors LP significantly reduced its stake in UFP Industries (NASDAQ:UFPI) by selling 643,568 shares, bringing their total holdings to 1.39 million shares valued at $126.5 million. Despite this, UFP Industries exceeded quarterly earnings and revenue estimates and announced a quarterly dividend of $0.36 …

DuPont de Nemours, Inc. SEC Filing (Aug 12, 2026)

This article reports on a recent SEC filing by DuPont de Nemours, Inc. (DD) that has a neutral impact and sentiment. The filing, a Form S-4, was declared effective on August 11, 2026, at 4:00 P.M. The article also provides a brief overview of …

Handelsbanken Fonder AB Acquires 4,986 Shares of Air Products and Chemicals, Inc. $APD

Handelsbanken Fonder AB increased its stake in Air Products and Chemicals, Inc. (NYSE:APD) by 5.4% during the second quarter, acquiring an additional 4,986 shares. This acquisition brings their total holdings to 96,749 shares, valued at $28.365 million. The company has an average analyst rating …

Corteva, Inc. $CTVA Shares Sold by Handelsbanken Fonder AB

Handelsbanken Fonder AB significantly reduced its stake in Corteva, Inc. by 13.3% in the second quarter, selling 53,264 shares and now owning 347,071 shares valued at $29.39 million. Despite this, other institutional investors have recently acquired new stakes or increased their holdings in Corteva. …

Metal Energy Prepares Initial Drill Program at Its Highland Valley Copper Project, British Columbia

Highlights Drill ready and permitted. In July 2026 the Company received a multi-year, area-based Mines Act drill permit authorizing up to 50 drill sites, 11.7 kilometres of new exploration trail and 80 line-kilometres of geophysical surveying. Initial program, six targets. Drill program is scheduled …

Handelsbanken Fonder AB Decreases Holdings in Ecolab Inc. $ECL

Handelsbanken Fonder AB significantly reduced its stake in Ecolab Inc. (NYSE:ECL) by 19.7% in the second quarter, selling 37,212 shares and bringing its total holdings to 152,078 shares valued at $42.37 million. This move comes as other institutional investors, such as Vanguard Group Inc. …

Green Plains, Inc. (NASDAQ:GPRE) Given Average Recommendation of "Hold" by Analysts

Nine analysts have given Green Plains, Inc. (NASDAQ:GPRE) an average "Hold" recommendation with a 12-month price target of $15.43. The company recently reported Q2 EPS of $0.83, surpassing estimates, though revenue of $446.22 million fell short. Institutional investment in GPRE has increased, with major …

NewEdge Advisors LLC Grows Holdings in Eastman Chemical Company $EMN

NewEdge Advisors LLC significantly increased its stake in Eastman Chemical Company (NYSE: EMN) by 123.6% in the first quarter, now owning 62,829 shares valued at approximately $4.8 million. The company reported strong Q1 earnings, beating estimates with an EPS of $1.97 and revenue growth …

Hudson Technologies, Inc. (NASDAQ:HDSN) Given Average Rating of "Hold" by Analysts

Analysts have given Hudson Technologies (NASDAQ:HDSN) an average "Hold" rating, with four hold and two buy recommendations. The average 12-month price target is $8.625, although one analyst recently lowered their target. Despite missing EPS estimates, Hudson Technologies exceeded revenue expectations in its latest quarterly …

Green Plains (GPRE) Could Be 14% Undervalued After Its Profit Turnaround

Green Plains (GPRE) recently turned profitable in Q2 and H1 2026, despite lower sales and ethanol output, leading to an assessment of its valuation. The company's fair value is estimated at $17.71, suggesting it is 12.2% undervalued, largely due to potential revenue increases from …

How a 21% Nickel Price Rally Is Reshaping Kabanga's Margin Case

A 21% rally in nickel prices, driven by Indonesian supply cuts and policy changes, is significantly improving the margin outlook for Lifezone Metals' Kabanga Nickel Project. Despite no changes to its underlying feasibility study or capital costs, the project's economics have shifted from bankable …

First Majestic Silver Corp. $AG Shares Sold by NewEdge Advisors LLC

NewEdge Advisors LLC decreased its holdings in First Majestic Silver Corp. (NYSE:AG) by 25.5% in the first quarter, selling over 75,000 shares but still retaining a significant stake valued at approximately $4.74 million. Despite the company reporting strong revenue growth of 57.3% year-over-year, it …

MP Materials (MP) Earnings Beat Brings Its Valuation Story Back Into Focus

MP Materials (MP) shares are gaining investor attention after strong Q2 2026 results, which included higher sales, a reduced net loss, and new rare earth material contracts with the U.S. defense sector. Despite a 26.30% decline over the past year, recent momentum suggests a …

United States Antimony plunges after Q2 revenue miss, outlook cut (UAMY:NYSE)

United States Antimony (UAMY) experienced a significant 14% drop in premarket trading after reporting a sharp decline in Q2 sales. The company's Q2 revenue fell 24.7% year-over-year to $7.9M, missing analyst estimates by $13.77M. Consequently, the full-year 2026 revenue outlook was also cut.

Pacer Advisors Inc. Sells 75,192 Shares of The Scotts Miracle-Gro Company $SMG

Avient Corporation $AVNT Shares Sold by Pacer Advisors Inc.

Pacer Advisors Inc. significantly reduced its stake in Avient Corporation (NYSE:AVNT) by 93.4% in Q1 2026, selling over 150,000 shares. Despite this, institutional investors collectively own 95.48% of Avient, which recently exceeded quarterly earnings and revenue expectations. Analysts maintain a "Moderate Buy" rating for …

Empowered Funds LLC Decreases Holdings in Century Aluminum Company $CENX

Empowered Funds LLC significantly reduced its stake in Century Aluminum Company by 83.4% in the first quarter, selling 34,680 shares and retaining 6,880 shares. Despite this, institutional ownership remains high at 61.59%, with other firms like AQR Capital and JPMorgan Chase increasing their positions. …

Is SSR Mining (TSX:SSRM) A Bargain As Buybacks, Earnings And New Credit Lift Interest?

NewEdge Advisors LLC Sells 12,928 Shares of Newmont Corporation $NEM

NewEdge Advisors LLC reduced its stake in Newmont Corporation by 22% during the first quarter, selling 12,928 shares but still retaining 45,821 shares worth $4.96 million. Despite this sale, institutional ownership of Newmont remains strong at 68.85%, with other firms increasing their holdings. Analysts …

Franco-Nevada Corporation (FNV) News, Articles, Events & Latest Updates

Franco-Nevada Corporation (FNV) recently reported its Q2 earnings, with revenues soaring 57% year-over-year due to higher precious metal and oil prices, despite missing earnings estimates. Analysts generally have a positive outlook on the company, with Zacks upgrading FNV to a "Buy" and Wall Street …

Assenagon Asset Management S.A. Takes Position in Avient Corporation $AVNT

Assenagon Asset Management S.A. has acquired a new position in Avient Corporation (NYSE:AVNT), purchasing 254,716 shares valued at approximately $9.4 million. This acquisition makes Assenagon Asset Management S.A. the owner of about 0.28% of Avient, a company that has recently beaten earnings expectations and …

Sensient Technologies (NYSE:SXT) Hits New 12-Month High - What's Next?

Sensient Technologies (NYSE:SXT) recently hit a new 52-week high of $132.47, driven by favorable analyst ratings and strong quarterly earnings. The company exceeded expectations with $1.20 EPS and $462.08 million in revenue, leading analysts like UBS and Robert W. Baird to raise their price …

Quantinno Capital Management LP Cuts Stock Position in Hawkins, Inc. $HWKN

Quantinno Capital Management LP significantly reduced its stake in Hawkins, Inc. by 45.4% in the first quarter, selling 9,320 shares and retaining 11,196 shares valued at $1.72 million. Other institutional investors also adjusted their positions in the specialty chemicals company. Analyst ratings are mixed, …

Nouveau Monde Graphite Inc. (NYSE:NMG) Given Average Recommendation of "Moderate Buy" by Brokerages

Nouveau Monde Graphite Inc. (NYSE:NMG) has received a "Moderate Buy" consensus rating from seven brokerages, with an average 12-month price target of $4.67, significantly higher than its current share price of $1.42. Institutional investors hold 41.09% of the company, with several firms increasing their …

Quantinno Capital Management LP Buys 86,036 Shares of Cleveland-Cliffs Inc. $CLF

Quantinno Capital Management LP significantly increased its stake in Cleveland-Cliffs Inc. by 68% in the first quarter, acquiring an additional 86,036 shares, bringing their total holdings to 212,522 shares valued at approximately $1.8 million. Other institutional investors like Vanguard, State Street, Castle Hook Partners, …

Renaissance Technologies LLC Has $1.89 Million Stake in Eastman Chemical Company $EMN

Renaissance Technologies LLC significantly reduced its stake in Eastman Chemical Company (EMN) by 90.4% in the first quarter, now holding 24,740 shares valued at $1.89 million. Despite this, institutional investors own a substantial 83.65% of the company, and analysts maintain a "Moderate Buy" rating …

New Strong Buy Stocks for August 12th

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today: Core Natural Resources, Inc. CNR: This coal mining company has seen the Zacks Consensus Estimate for its current year earnings increasing 44.1% over the last 60 days. Core Natural Resources, …

Hydrogen Generation from Natural Gas Report 2026: Evaluating Patent Holdings, SMR Innovations, and Market Positioning of Air Liquide, Saudi Aramco, and Air Products

Company Logo As energy leaders navigate evolving market dynamics—highlighted by Air Products' strategic portfolio realignments, Air Liquide's record €1.5 billion investment commitments, and Panasonic's expanded hydrogen fuel cell R&D site—this detailed study provides an in-depth mapping of steam methane reforming (SMR) technologies, patent landscapes, …