Sharemaestro Newsreel

OFI Invest Asset Management Buys New Shares in eBay Inc. $EBAY

OFI Invest Asset Management has acquired a new stake in eBay Inc., purchasing over 1 million shares valued at approximately $122.1 million, making eBay its 20th largest holding. This comes as eBay reported stronger-than-expected quarterly earnings with an EPS of $1.60 and revenue of …

SBI Okasan Asset Management Co.Ltd. Acquires 6,775 Shares of Booking Holdings Inc. $BKNG

SBI Okasan Asset Management Co.Ltd. significantly increased its stake in Booking Holdings Inc. (NASDAQ:BKNG) by purchasing an additional 6,775 shares, bringing its total holdings to 6,984 shares valued at $1.27 million. Booking Holdings reported strong quarterly earnings and revenue, exceeding analyst expectations, and declared …

Glenn Fogel runs the world’s largest online travel business. He still personally reads customer complaints because ‘you gotta get that sh*t right’

Glenn Fogel, CEO of Booking Holdings, emphasizes the human element of travel and the importance of resolving customer issues, despite the company's large scale. He personally reviews customer complaints to ensure problems are addressed, drawing a parallel to Jeff Bezos's approach at Amazon. Fogel …

Amcor plc FY 2026: Revenue $23.51B, EPS $2.38— 10-K Summary

Amcor plc reported its fiscal year 2026 results, showing significant year-over-year growth in revenue, net income, and diluted EPS. This growth was primarily attributed to the Berry merger and associated integration benefits. The company also highlighted ongoing integration efforts, portfolio optimization, and substantial merger …

Amcor appoints PwC US as new auditor, ending engagement with PwC Switzerland

Amcor plc has appointed PricewaterhouseCoopers LLP, United States (PwC US) as its new independent registered public accounting firm, replacing PwC Switzerland. This transition, effective after the filing of Amcor's Annual Report for fiscal year ended June 30, 2026, was recommended by the audit committee …

Amcor PLC (NYSE:AMCR) Given Consensus Rating of "Moderate Buy" by Analysts

Analysts have given Amcor PLC (NYSE:AMCR) a consensus "Moderate Buy" rating, with an average 12-month target price of $48.74. This follows strong quarterly results, including a 26% year-over-year revenue increase and EPS beating consensus estimates, partly due to the Berry Global acquisition. The company …

Leavell Investment Management Inc. Has $2.39 Million Stock Holdings in Booking Holdings Inc. $BKNG

Leavell Investment Management Inc. significantly increased its stake in Booking Holdings Inc. (NASDAQ:BKNG) by 2,314.6% in the second quarter, bringing its total holdings to $2.39 million. Other institutional investors also adjusted their positions in Booking, which reported strong earnings, beating analyst estimates, and announced …

The next AI winners may look nothing like Nvidia or Micron: One Big Investment Idea

The next AI winners may look nothing like Nvidia (NVDA) or Micron (MU). The first phase of the trade rewarded companies building the AI infrastructure, from chips to data centers. As the AI rally broadens, the next hunting ground may be businesses using those …

Tapestry Inc. (TPR) PT Lowered to $175 at BTIG

BTIG analyst Robert Drbul lowered the price target for Tapestry Inc. (NYSE: TPR) to $175.00 from $180.00, while maintaining a Buy rating. The adjustment reflects the company's significant international growth opportunities, with approximately 70% of future growth projected to come from markets outside North …

Melco Resorts (Nasdaq: MLCO) Q2 2026 earnings: EBITDA falls as buybacks and refinancing grow

Melco Resorts & Entertainment Limited reported a decrease in Q2 2026 operating revenues to US$1.25 billion, down from US$1.33 billion year-over-year, primarily due to weaker Macau gaming performance. Despite this, net income attributable to the company rose to US$22.7 million, or US$0.06 per ADS, …

Merit Financial Group LLC Increases Stake in The Home Depot, Inc. $HD

Merit Financial Group LLC increased its stake in The Home Depot, Inc. (HD) by 24.1% in the second quarter, bringing its total holdings to 100,902 shares valued at approximately $35.6 million. Home Depot reported slightly better-than-expected Q2 earnings with $3.43 per share and $41.77 …

Wealth Enhancement Advisory Services LLC Buys 198,368 Shares of The TJX Companies, Inc. $TJX

Wealth Enhancement Advisory Services LLC increased its stake in The TJX Companies, Inc. by 20% in Q2, purchasing 198,368 additional shares to bring its total holdings to 1.19 million shares valued at approximately $171.8 million. This acquisition comes as TJX reported stronger-than-expected earnings and …

BofA raises Yeti stock price target on second-half outlook

BofA Securities has increased its price target for Yeti Holdings Inc. (NYSE:YETI) to $48.00 from $44.00, maintaining a Neutral rating despite a 10% stock decline due to increased competition in the drinkware segment. The company's impressive 59% gross profit margin and expected stronger performance …

The TJX Companies, Inc. $TJX Shares Acquired by Hendley & Co. Inc.

Hendley & Co. Inc. significantly increased its stake in The TJX Companies, Inc. (NYSE:TJX) by 566.4% in Q2 2026, acquiring 19,201 additional shares, bringing its total to 22,591 shares valued at $3.42 million. Institutional investors collectively own 91.09% of TJX, while analysts maintain a …

Trip.com Group Limited Sponsored ADR $TCOM Shares Sold by Handelsbanken Fonder AB

Handelsbanken Fonder AB reduced its stake in Trip.com Group Limited Sponsored ADR (NASDAQ:TCOM) by 36.4% in the second quarter, selling 150,000 shares and retaining 262,000 shares valued at $10.44 million. Despite recent price target reductions, analysts maintain a "Moderate Buy" consensus rating with an …

Stellantis N.V. (NYSE:STLA) Receives Consensus Rating of "Reduce" from Brokerages

Stellantis N.V. (NYSE:STLA) has received a consensus "Reduce" rating from 19 brokerages, with six recommending a sell, ten a hold, one a buy, and two a strong buy. The average 12-month price target for the stock is $8.66. Recent analyst actions have been mixed, …

Valvoline prices $600M 6.125% senior notes due 2034, upsizes offering to refinance term loans

Valvoline priced a $600 million offering of 6.125% senior notes due 2034, upsizing from an initial $500 million, to refinance existing term loans and boost liquidity. The notes are unsubordinated and unsecured, with proceeds intended to fully repay senior secured term loan A and …

Amcor and Ocean Potion partner on sunscreen packaging

Amcor and Ocean Potion have collaborated to create new packaging for Ocean Potion's 3.4oz mineral kids SPF 30 sunscreen lotion. This partnership, which has spanned nearly ten years, involved complex flexographic printing techniques to achieve a ripple-like effect and 360° graphics on the tube. …

Hennion & Walsh Asset Management Inc. Decreases Stake in Williams-Sonoma, Inc. $WSM

Hennion & Walsh Asset Management Inc. reduced its stake in Williams-Sonoma (NYSE:WSM) by 53.5% in the second quarter, selling 5,293 shares and retaining 4,604 shares valued at $1.07 million. Despite this, Williams-Sonoma reported strong quarterly earnings of $1.93 per share, beating estimates, with revenue …

Lindblad Expeditions $LIND Shares Sold by Wedge Capital Management L L P NC

Wedge Capital Management L L P NC significantly reduced its stake in Lindblad Expeditions (NASDAQ:LIND) by 35.6% in the second quarter, selling 43,564 shares but still retaining 78,882 shares worth approximately $2.23 million. Other institutional investors showed mixed activity, with some increasing and others …

Following LG and Samsung's Expansion of All-in-One Ventless Heat Pump Dryers, New Study Projects 15.4% CAGR for Heat Pump Dryer Segment

Company Logo Accelerating urbanization, expanding residential infrastructure, and stringent energy efficiency regulations, highlighted by market leader Whirlpool Corporation's (>13.4% share) portfolio expansion, LG Electronics' and Samsung Electronics' rapid rollout of ventless heat pump technology, and European market strength across Electrolux AB, BSH Home Appliances …

QRG Capital Management Inc. Increases Position in The TJX Companies, Inc. $TJX

QRG Capital Management Inc. has increased its stake in The TJX Companies, Inc. by 6.8% in the second quarter, bringing its total holdings to 323,830 shares valued at approximately $49.1 million. This comes as TJX recently surpassed quarterly earnings and revenue expectations, driven by …

Growth at a Reasonable Price: Dick's Sporting Goods (NYSE:DKS)

Is Darden Restaurants (DRI) Stock Fair Value Or Fully Priced?

Amazon.com, Inc. $AMZN is Summitry LLC's 2nd Largest Position

Summitry LLC has significantly increased its stake in Amazon.com, Inc. (AMZN) by 22.6% in the first quarter, making it their second-largest holding. Despite this institutional confidence and favorable analyst ratings, concerns exist regarding Amazon's projected $220 billion capital spending for 2026, potential pressure on …

Amazon.com, Inc. $AMZN Shares Purchased by Henshaw Capital LLC

Henshaw Capital LLC increased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 4.5% in the first quarter, now owning 337,674 shares valued at $70.3 million. Institutional investors collectively hold 72.2% of Amazon's stock. The article highlights Amazon's strong quarterly results with a significant revenue increase …

Krane Financial Solutions LLC Takes $486,000 Position in Amazon.com, Inc. $AMZN

Krane Financial Solutions LLC has acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN), purchasing 2,335 shares valued at approximately $486,000. This comes as Amazon reported strong quarterly results, exceeding analyst expectations with $5.75 EPS and $200.61 billion in revenue, representing a 19.6% year-over-year increase. …

Why Tesla Doesn't Need to Win China's Brutal EV Price War (Revised)

Tesla's TSLA July vehicle sales numbers in China point in opposite directions. Deliveries in the country fell nearly 33% year on year to 27,249 vehicles and 48.51% month over month, per CnEVPost. On the surface, it looks like the company is losing ground in …

How Investors Are Reacting To Genuine Parts (GPC) Dividend Hike, Golden Cross And Earnings Upgrades

Genuine Parts Company (GPC) recently declared a quarterly cash dividend of US$1.0625 per share, coinciding with a "golden cross" in its share price and upgraded earnings estimates. These developments are focusing investor attention on the company's operational improvements and cost-saving initiatives. The article highlights …

Handelsbanken Fonder AB Raises Stake in lululemon athletica inc. $LULU

Handelsbanken Fonder AB increased its stake in lululemon athletica inc. by 27% in the second quarter, bringing its total holdings to 86,446 shares valued at approximately $9.87 million. Despite institutional investors collectively owning 85.2% of the stock, analyst sentiment remains cautious, with an average …

Handelsbanken Fonder AB Grows Stock Position in Smurfit Westrock PLC $SW

Handelsbanken Fonder AB increased its stake in Smurfit Westrock PLC by 23.4% in the second quarter, bringing its holdings to 194,600 shares valued at approximately $9 million. The company reported quarterly revenue of $8.03 billion, exceeding estimates, but missed EPS expectations. Smurfit Westrock also …

Handelsbanken Fonder AB Purchases 8,497 Shares of D.R. Horton, Inc. $DHI

Handelsbanken Fonder AB increased its stake in D.R. Horton, Inc. by 9.5% in the second quarter, acquiring an additional 8,497 shares to reach a total of 97,777 shares valued at approximately $15.9 million. Institutional investors now own 90.63% of the company, which recently reported …

Handelsbanken Fonder AB Has $16.07 Million Position in Sea Limited Sponsored ADR $SE

Handelsbanken Fonder AB increased its stake in Sea Limited (NYSE:SE) by 18.8% in Q2, bringing its total holdings to 167,648 shares valued at $16.07 million. Despite insider selling totaling $196.4 million, including a significant sale by the CEO, analyst sentiment remains broadly positive with …

Ardagh Holdings pursues sale of metal packaging division

Ardagh Holdings S.A. (AHSA) is exploring a potential sale of its Ardagh Metal Packaging (AMP) business, which could involve selling part or all of AHSA's indirect equity interests in AMP or acquiring all AMP shares to sell the entire entity. Evercore International Partners is …

Royal Bank of Canada Trims Stake in Flutter Entertainment PLC $FLUT

Dutch Bros’s Q2 Earnings Call: Our Top 5 Analyst Questions