Home » Author Archive

Image for Vista Investment Partners LLC Trims Stock Holdings in Altria Group, Inc. $MO

Vista Investment Partners LLC Trims Stock Holdings in Altria Group, Inc. $MO

Vista Investment Partners LLC lowered its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 52.2% during the second quarter, HoldingsChannel reports. The institutional investor owned 11,365 shares of the company’s... More of this article »
Image for Vertrix Wealth Management LLC Takes Position in RTX Corporation $RTX

Vertrix Wealth Management LLC Takes Position in RTX Corporation $RTX

Vertrix Wealth Management LLC acquired a new position in RTX Corporation (NYSE:RTX – Free Report) in the second quarter, Holdings Channel reports. The firm acquired 5,359 shares of the company’s stock, valued at approximately... More of this article »
Image for Sapient Capital LLC Increases Stock Holdings in Palo Alto Networks, Inc. $PANW

Sapient Capital LLC Increases Stock Holdings in Palo Alto Networks, Inc. $PANW

Sapient Capital LLC raised its position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 39.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Analyzing BYD (BYDDF) and The Competition

Analyzing BYD (BYDDF) and The Competition

Profitability This table compares BYD and its rivals’ net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets BYD N/A N/A N/A BYD Competitors -1,371.58% -126.21% -10.44% Insider... More of this article »
Image for Analyzing AGNC Investment (NASDAQ:AGNCM) and Angel Oak Mortgage REIT (NYSE:AOMR)

Analyzing AGNC Investment (NASDAQ:AGNCM) and Angel Oak Mortgage REIT (NYSE:AOMR)

Angel Oak Mortgage REIT (NYSE:AOMR – Get Free Report) and AGNC Investment (NASDAQ:AGNCM – Get Free Report) are both finance companies, but which is the superior investment? We will compare the two businesses based on the... More of this article »
Image for Twilio (NYSE:TWLO) vs. GivBux (OTCMKTS:GBUX) Head to Head Review

Twilio (NYSE:TWLO) vs. GivBux (OTCMKTS:GBUX) Head to Head Review

GivBux (OTCMKTS:GBUX – Get Free Report) and Twilio (NYSE:TWLO – Get Free Report) are both technology companies, but which is the superior business? We will compare the two businesses based on the strength of their valuation,... More of this article »
Image for Analyzing JOYY (JOYY) and Its Competitors

Analyzing JOYY (JOYY) and Its Competitors

JOYY (NASDAQ:JOYY – Get Free Report) is one of 191 publicly-traded companies in the “Interactive Media & Services” industry, but how does it compare to its competitors? We will compare JOYY to similar companies... More of this article »
Image for Head-To-Head Contrast: E Automotive (OTCMKTS:EICCF) versus Sportsman’s Warehouse (NASDAQ:SPWH)

Head-To-Head Contrast: E Automotive (OTCMKTS:EICCF) versus Sportsman’s Warehouse (NASDAQ:SPWH)

E Automotive (OTCMKTS:EICCF – Get Free Report) and Sportsman’s Warehouse (NASDAQ:SPWH – Get Free Report) are both consumer discretionary companies, but which is the superior investment? We will contrast the two companies... More of this article »
Image for JPMorgan Chase & Co. Issues Positive Forecast for Harbour Energy (LON:HBR) Stock Price

JPMorgan Chase & Co. Issues Positive Forecast for Harbour Energy (LON:HBR) Stock Price

Harbour Energy (LON:HBR – Get Free Report) had its target price raised by analysts at JPMorgan Chase & Co. from GBX 260 to GBX 280 in a note issued to investors on Monday,London Stock Exchange reports. The brokerage currently... More of this article »
Image for Professional Financial Advisors LLC Purchases Shares of 20,944 Grayscale Digital Large Cap Fund LLC $GDLC

Professional Financial Advisors LLC Purchases Shares of 20,944 Grayscale Digital Large Cap Fund LLC $GDLC

Professional Financial Advisors LLC acquired a new position in shares of Grayscale Digital Large Cap Fund LLC (OTCMKTS:GDLC – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Focus Financial Network Inc. Purchases 50,131 Shares of Invesco S&P 500 Equal Weight Technology ETF $RSPT

Focus Financial Network Inc. Purchases 50,131 Shares of Invesco S&P 500 Equal Weight Technology ETF $RSPT

Focus Financial Network Inc. lifted its position in shares of Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) by 144.5% during the second quarter, according to the company in its most recent filing... More of this article »
Image for Next Level Private LLC Has $7.81 Million Stock Holdings in iShares Russell 1000 Growth ETF $IWF

Next Level Private LLC Has $7.81 Million Stock Holdings in iShares Russell 1000 Growth ETF $IWF

Next Level Private LLC increased its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 282.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Focus Financial Network Inc. Has $44.36 Million Stock Position in Sandisk Corporation $SNDK

Focus Financial Network Inc. Has $44.36 Million Stock Position in Sandisk Corporation $SNDK

Focus Financial Network Inc. boosted its stake in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) by 27.6% during the second quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Focus Financial Network Inc. Grows Position in Capital Group Dividend Value ETF $CGDV

Focus Financial Network Inc. Grows Position in Capital Group Dividend Value ETF $CGDV

Focus Financial Network Inc. boosted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 74.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Focus Financial Network Inc. Trims Holdings in Vanguard High Dividend Yield ETF $VYM

Focus Financial Network Inc. Trims Holdings in Vanguard High Dividend Yield ETF $VYM

Focus Financial Network Inc. lowered its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 7.8% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 220,387... More of this article »
Image for iShares Core S&P Mid-Cap ETF $IJH Shares Sold by Legacy Wealth Management LLC

iShares Core S&P Mid-Cap ETF $IJH Shares Sold by Legacy Wealth Management LLC

Legacy Wealth Management LLC lessened its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.7% in the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Pettinga Financial Advisors LLC Purchases 40,612 Shares of Cohen & Steers Select Preferred and Income Fund, Inc. $PSF

Pettinga Financial Advisors LLC Purchases 40,612 Shares of Cohen & Steers Select Preferred and Income Fund, Inc. $PSF

Pettinga Financial Advisors LLC increased its position in Cohen & Steers Select Preferred and Income Fund, Inc. (NYSE:PSF – Free Report) by 101.2% in the second quarter, Holdings Channel.com reports. The firm owned 80,759... More of this article »
Image for Pettinga Financial Advisors LLC Sells 40,707 Shares of iShares MSCI USA Quality Factor ETF $QUAL

Pettinga Financial Advisors LLC Sells 40,707 Shares of iShares MSCI USA Quality Factor ETF $QUAL

Pettinga Financial Advisors LLC trimmed its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 50.7% during the second quarter, Holdings Channel.com reports. The fund owned 39,570 shares of... More of this article »
Image for Melone Private Wealth LLC Acquires 58,143 Shares of Inv Vk Tr Inv $VGM

Melone Private Wealth LLC Acquires 58,143 Shares of Inv Vk Tr Inv $VGM

Melone Private Wealth LLC boosted its holdings in shares of Inv Vk Tr Inv (NYSE:VGM – Free Report) by 33.6% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for iShares 0-3 Month Treasury Bond ETF $SGOV Position Raised by Kastel Capital Advisors LLC

iShares 0-3 Month Treasury Bond ETF $SGOV Position Raised by Kastel Capital Advisors LLC

Kastel Capital Advisors LLC increased its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 24.1% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 50,044 shares... More of this article »
Image for Vertrix Wealth Management LLC Grows Holdings in Johnson & Johnson $JNJ

Vertrix Wealth Management LLC Grows Holdings in Johnson & Johnson $JNJ

Vertrix Wealth Management LLC raised its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 873.3% in the 2nd quarter, Holdings Channel reports. The firm owned 14,492 shares of the company’s stock... More of this article »
Image for Kastel Capital Advisors LLC Acquires New Position in Fidelity Low Duration Bond Factor ETF $FLDR

Kastel Capital Advisors LLC Acquires New Position in Fidelity Low Duration Bond Factor ETF $FLDR

Kastel Capital Advisors LLC acquired a new position in shares of Fidelity Low Duration Bond Factor ETF (BATS:FLDR – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Herbst Group LLC Acquires 4,300 Shares of Invesco S&P 500 Equal Weight ETF $RSP

Herbst Group LLC Acquires 4,300 Shares of Invesco S&P 500 Equal Weight ETF $RSP

Herbst Group LLC increased its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 53.5% during the second quarter, Holdings Channel reports. The fund owned 12,333 shares of the company’s... More of this article »
Image for TOWER TRUST & INVESTMENT Co Sells 4,686 Shares of Emerson Electric Co. $EMR

TOWER TRUST & INVESTMENT Co Sells 4,686 Shares of Emerson Electric Co. $EMR

TOWER TRUST & INVESTMENT Co reduced its position in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 36.4% in the 2nd quarter, Holdings Channel reports. The firm owned 8,172 shares of the industrial products company’s... More of this article »
Image for PensionDanmark Pensionsforsikringsaktieselskab Buys 18,678 Shares of Synchrony Financial $SYF

PensionDanmark Pensionsforsikringsaktieselskab Buys 18,678 Shares of Synchrony Financial $SYF

PensionDanmark Pensionsforsikringsaktieselskab boosted its position in shares of Synchrony Financial (NYSE:SYF – Free Report) by 47.0% during the 2nd quarter, according to the company in its most recent filing with the SEC.... More of this article »
Image for Rathbones Group PLC Decreases Stock Position in Alphabet Inc. $GOOGL

Rathbones Group PLC Decreases Stock Position in Alphabet Inc. $GOOGL

Rathbones Group PLC decreased its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 3.0% in the 1st quarter, HoldingsChannel reports. The firm owned 4,165,091 shares of the information services provider’s stock... More of this article »
Image for Janus Henderson Group PLC Has $1.69 Million Stock Position in Wolverine World Wide, Inc. $WWW

Janus Henderson Group PLC Has $1.69 Million Stock Position in Wolverine World Wide, Inc. $WWW

Janus Henderson Group PLC increased its holdings in Wolverine World Wide, Inc. (NYSE:WWW – Free Report) by 197.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Corebridge Financial, Inc. $CRBG Shares Bought by Janus Henderson Group PLC

Corebridge Financial, Inc. $CRBG Shares Bought by Janus Henderson Group PLC

Janus Henderson Group PLC raised its stake in Corebridge Financial, Inc. (NYSE:CRBG – Free Report) by 414.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Janus Henderson Group PLC Sells 10,034 Shares of AppFolio, Inc. $APPF

Janus Henderson Group PLC Sells 10,034 Shares of AppFolio, Inc. $APPF

Janus Henderson Group PLC lessened its stake in shares of AppFolio, Inc. (NASDAQ:APPF – Free Report) by 50.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Canada Goose Holdings Inc. (NYSE:GOOS) Receives $12.48 Average Target Price from Analysts

Canada Goose Holdings Inc. (NYSE:GOOS) Receives $12.48 Average Target Price from Analysts

Shares of Canada Goose Holdings Inc. (NYSE:GOOS – Get Free Report) have received a consensus recommendation of “Reduce” from the nine brokerages that are covering the firm, MarketBeat.com reports. Five equities research... More of this article »
Image for CPA Asset Management Group LLC Increases Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

CPA Asset Management Group LLC Increases Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

CPA Asset Management Group LLC raised its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 2,971.7% during the 2nd quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Pacer Advisors Inc. Trims Holdings in Owens Corning Inc $OC

Pacer Advisors Inc. Trims Holdings in Owens Corning Inc $OC

Pacer Advisors Inc. trimmed its holdings in shares of Owens Corning Inc (NYSE:OC – Free Report) by 97.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for LANXESS Aktiengesellschaft Q2 Earnings Call Highlights

LANXESS Aktiengesellschaft Q2 Earnings Call Highlights

LANXESS Aktiengesellschaft (ETR:LXS) said its second-quarter 2026 performance showed a strong sequential improvement in EBITDA and cash flow, supported by tighter working-capital management, improved pricing and volumes, and cost... More of this article »
Image for The Renewables Infrastructure Group H1 Earnings Call Highlights

The Renewables Infrastructure Group H1 Earnings Call Highlights

The Renewables Infrastructure Group (LON:TRIG) reported interim results for 2026 that showed resilient operational cash generation and dividend coverage despite a decline in net asset value, as lower medium-term power-price and renewable-certificate... More of this article »
Image for NewEdge Advisors LLC Has $7.80 Million Position in iShares Core S&P U.S. Growth ETF $IUSG

NewEdge Advisors LLC Has $7.80 Million Position in iShares Core S&P U.S. Growth ETF $IUSG

NewEdge Advisors LLC raised its position in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 15.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for First Trust Short Duration Managed Municipal ETF $FSMB Shares Acquired by NewEdge Advisors LLC

First Trust Short Duration Managed Municipal ETF $FSMB Shares Acquired by NewEdge Advisors LLC

NewEdge Advisors LLC increased its stake in shares of First Trust Short Duration Managed Municipal ETF (NYSEARCA:FSMB – Free Report) by 8.9% during the first quarter, according to the company in its most recent disclosure with... More of this article »
Image for Cheniere Energy, Inc. $LNG Shares Sold by NewEdge Advisors LLC

Cheniere Energy, Inc. $LNG Shares Sold by NewEdge Advisors LLC

NewEdge Advisors LLC decreased its position in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 14.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 30,868... More of this article »
Image for Royal Bank of Canada Buys 22,504 Shares of Hartford Multifactor Developed Markets (ex-US) ETF $RODM

Royal Bank of Canada Buys 22,504 Shares of Hartford Multifactor Developed Markets (ex-US) ETF $RODM

Royal Bank of Canada boosted its stake in shares of Hartford Multifactor Developed Markets (ex-US) ETF (NYSEARCA:RODM – Free Report) by 11.0% in the 1st quarter, Holdings Channel.com reports. The firm owned 226,226 shares of... More of this article »
Image for Royal Bank of Canada Sells 27,014 Shares of Agree Realty Corporation $ADC

Royal Bank of Canada Sells 27,014 Shares of Agree Realty Corporation $ADC

Royal Bank of Canada lowered its stake in Agree Realty Corporation (NYSE:ADC – Free Report) by 18.4% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 119,895 shares of... More of this article »
Image for Royal Bank of Canada Sells 57,077 Shares of SPDR Portfolio Long Term Corporate Bond ETF $SPLB

Royal Bank of Canada Sells 57,077 Shares of SPDR Portfolio Long Term Corporate Bond ETF $SPLB

Royal Bank of Canada decreased its holdings in SPDR Portfolio Long Term Corporate Bond ETF (NYSEARCA:SPLB – Free Report) by 12.1% in the first quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Image for Research Analysts’ Weekly Ratings Changes for GH Research (GHRS)

Research Analysts’ Weekly Ratings Changes for GH Research (GHRS)

GH Research (NASDAQ: GHRS) recently received a number of ratings updates from brokerages and research firms: 8/8/2026 – GH Research was upgraded by Wall Street Zen from “sell” to “hold”. 8/7/2026 –... More of this article »
Image for Royal Unibrew A/S (ROYUF) to Release Earnings on Monday

Royal Unibrew A/S (ROYUF) to Release Earnings on Monday

Royal Unibrew A/S (OTCMKTS:ROYUF – Get Free Report) will likely be posting its results before the market opens on Monday, August 17th. Analysts expect Royal Unibrew A/S to announce earnings of $1.71 per share and revenue of $668.46... More of this article »
Image for Catheter Precision (VTAK) Expected to Announce Earnings on Monday

Catheter Precision (VTAK) Expected to Announce Earnings on Monday

Catheter Precision (NYSEAMERICAN:VTAK – Get Free Report) is anticipated to issue its results before the market opens on Monday, August 17th. Analysts expect Catheter Precision to post earnings of ($19.00) per share and revenue... More of this article »
Image for Eco Wave Power Global AB (publ) (WAVE) Projected to Announce Earnings on Monday

Eco Wave Power Global AB (publ) (WAVE) Projected to Announce Earnings on Monday

Eco Wave Power Global AB (publ) (NASDAQ:WAVE – Get Free Report) is expected to issue its Q2 2026 results before the market opens on Monday, August 17th. Analysts expect Eco Wave Power Global AB (publ) to post earnings of ($0.18)... More of this article »
Image for Apple (AAPL) – Research Analysts’ Recent Ratings Updates

Apple (AAPL) – Research Analysts’ Recent Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of Apple (NASDAQ: AAPL) in the last few weeks: 8/4/2026 – Apple was downgraded by China Renaissance from “buy” to “hold”.... More of this article »
Image for China BAK Battery (CBAT) Projected to Announce Earnings on Monday

China BAK Battery (CBAT) Projected to Announce Earnings on Monday

China BAK Battery (NASDAQ:CBAT – Get Free Report) will likely be announcing its Q2 2026 results before the market opens on Monday, August 17th. Analysts expect the company to post earnings of ($0.06) per share and revenue of... More of this article »
Image for Investment Analysts’ Weekly Ratings Updates for Cathay General Bancorp (CATY)

Investment Analysts’ Weekly Ratings Updates for Cathay General Bancorp (CATY)

Several analysts have recently updated their ratings and price targets for Cathay General Bancorp (NASDAQ: CATY): 7/27/2026 – Cathay General Bancorp had its price target raised by Piper Sandler from $49.50 to $53.00. They now... More of this article »
Image for Brainstorm Cell Therapeutics (BCLI) Expected to Post Quarterly Earnings on Monday

Brainstorm Cell Therapeutics (BCLI) Expected to Post Quarterly Earnings on Monday

Brainstorm Cell Therapeutics (NASDAQ:BCLI – Get Free Report) is expected to be posting its Q2 2026 resultson Monday, August 17th. Analysts expect the company to announce earnings of ($0.29) per share for the quarter. Investors... More of this article »
Image for Cohu, Inc. $COHU Shares Sold by Renaissance Technologies LLC

Cohu, Inc. $COHU Shares Sold by Renaissance Technologies LLC

Renaissance Technologies LLC reduced its position in Cohu, Inc. (NASDAQ:COHU – Free Report) by 44.6% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for First Trust Advisors LP Boosts Stock Position in UMH Properties, Inc. $UMH

First Trust Advisors LP Boosts Stock Position in UMH Properties, Inc. $UMH

First Trust Advisors LP raised its holdings in UMH Properties, Inc. (NYSE:UMH – Free Report) by 695.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »