Brown & Brown (BRO) Announces Accelerated Share Repurchase, Flags Evolving Market Trends
On February 12, Brown & Brown, Inc. (NYSE:BRO) announced the launch of a $250 million accelerated share repurchase program with Bank of America, N.A.
Hedge Fund Investor Letters Q4 2025
We will be sharing Q4 2025 hedge fund investor letters in this article.
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Goldman Sachs Raises Stanley Black & Decker (SWK) PT to $84 After Margin-Driven Q4 Beat
On February 6, Goldman Sachs analyst Joe Ritchie raised his price recommendation on Stanley Black & Decker, Inc. (NYSE:SWK) to $84 from $78. The analyst reiterated a Neutral rating on the stock.
Needham Upgrades Medtronic (MDT) to Buy, Sets $121 PT on Product Launch Momentum
On February 9, Needham & Company upgraded Medtronic plc (NYSE:MDT) to Buy from Hold. It set a $121 price target on the stock.
Stephens Cuts Hormel (HRL) PT to $25, Sees Near-Term Margin Pressure Despite 2026 Improvement
On February 11, Stephens trimmed its price recommendation on Hormel Foods Corporation (NYSE:HRL) to $25 from $27. It maintained an Equal Weight rating on the stock.
BMO Lifts Archer-Daniels-Midland (ADM) Target After Q4, Says EPS Still Needs to Catch Up
On February 4, BMO Capital’s Andrew Strelzik lifted his price recommendation on Archer-Daniels-Midland Company (NYSE:ADM) to $63 from $57 following the company’s fourth-quarter results.
Truist and Evercore Lift Targets on Genuine Parts (GPC) as Momentum Builds
On February 12, Truist raised its price recommendation on Genuine Parts Company (NYSE:GPC) to $162 from $146 and kept a Buy rating in place. The firm sees a supportive setup heading into Q4.
What Makes Nike (NKE) an Investment Bet?
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here.
Barclays Cuts Pentair (PNR) Price Target to $102, Warns Pool Margins May Limit Upside
On February 5, Barclays analyst Julian Mitchell cut his price recommendation on Pentair plc (NYSE:PNR) to $102 from $115 after reviewing the company’s latest earnings.
Here’s Why Loomis Sayles Global Growth Fund Believes MercadoLibre (MELI) is Trading at a Discount
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here.
Loomis Sayles Global Growth Fund Maintains Its Structural Investment Thesis for Netflix (NFLX). Here’s Why
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here.
Loomis Sayles Global Growth Fund’s Thoughts on Oracle (ORCL)
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here.
Alphabet (GOOG) Dominates the Search Market with 80% Share
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here.
Does Shopify (SHOP) Offer a Compelling Reward-To-Risk Opportunity?
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here.
Loomis Sayles Global Growth Fund Picked Ferrari N.V. (RACE) on Strategic Fit
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here.
Loomis Sayles Global Growth Fund’s Q4 2025 Investor Letter
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025.
Scorpio Tankers Inc. (NYSE:STNG) Q4 2025 Earnings Call Transcript
James Doyle: Hello and welcome to the Scorpio Tankers Inc. Fourth Quarter 2025 Conference Call. I would now like to turn the call over to James Doyle, Head of Corporate Development and IR.
TriNet Group, Inc. (NYSE:TNET) Q4 2025 Earnings Call Transcript
Operator: Good day and welcome to the TriNet Group, Inc. Fourth Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode. Please note, this event is being recorded.
AVITA Medical, Inc. (NASDAQ:RCEL) Q4 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the AVITA Medical, Inc. Fourth Quarter and Full Year 2025 Earnings Conference Call.
Optimum Communications, Inc. (NYSE:OPTU) Q4 2025 Earnings Call Transcript
Optimum Communications, Inc. (NYSE:OPTU) Q4 2025 Earnings Call Transcript February 12, 2026Optimum Communications, Inc. misses on earnings expectations.
Sylvamo Corporation (NYSE:SLVM) Q4 2025 Earnings Call Transcript
Operator: Good morning. Thank you for standing by. Welcome to Sylvamo Corporation’s fourth quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise.
Genesis Energy, L.P. (NYSE:GEL) Q4 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Genesis Energy, L.P. Fourth Quarter 2025 Earnings Conference Call and Webcast. At this time, participants are in a listen-only mode.
Arteris, Inc. (NASDAQ:AIP) Q4 2025 Earnings Call Transcript
Operator: Good afternoon, everyone, and welcome to the Arteris, Inc. fourth quarter and full year 2025 earnings call. Please note this call is being recorded and simultaneously webcast.
LXP Industrial Trust (NYSE:LXP) Q4 2025 Earnings Call Transcript
Operator: Thank you for standing by. My name is Rebecca, and I will be your conference operator today.
Arista Networks, Inc. (NYSE:ANET) Q4 2025 Earnings Call Transcript
Operator: Welcome to the Fourth Quarter 2025 Arista Networks, Inc. Financial Results Earnings Conference Call. During the call, all participants will be in a listen-only mode.
Brookfield Corporation (NYSE:BN) Q4 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Brookfield Corporation Fourth Quarter 2025 Conference Call and Webcast. At this time, all participants are in a listen-only mode.
Nebius Group N.V. (NASDAQ:NBIS) Q4 2025 Earnings Call Transcript
Operator: Welcome to Nebius Group N.V.'s Q4 2025 Earnings Conference Call. The presentation will be followed by a Q&A session.
Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) Q4 2025 Earnings Call Transcript
Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) Q4 2025 Earnings Call Transcript February 12, 2026Vertex Pharmaceuticals Incorporated misses on earnings expectations.
Check Point Software Technologies Ltd. (NASDAQ:CHKP) Q4 2025 Earnings Call Transcript
Check Point Software Technologies Ltd. (NASDAQ:CHKP) Q4 2025 Earnings Call Transcript February 12, 2026Check Point Software Technologies Ltd. beats earnings expectations.
Pacific Gas & Electric Co. (NYSE:PCG) Q4 2025 Earnings Call Transcript
Pacific Gas & Electric Co. (NYSE:PCG) Q4 2025 Earnings Call Transcript February 12, 2026Pacific Gas & Electric Co. misses on earnings expectations.
10x Genomics, Inc. (NASDAQ:TXG) Q4 2025 Earnings Call Transcript
Operator: Thank you for standing by. My name is Carly, and I will be your conference operator today. At this time, I would like to welcome everyone to the 10x Genomics, Inc.
Exelon Corporation (NASDAQ:EXC) Q4 2025 Earnings Call Transcript
Operator: Hello, and welcome to Exelon Corporation's Fourth Quarter Earnings Call. My name is Gigi, and I will be your event specialist today.
Via Transportation (VIA) Slid Due to Broadening of Losses
BlackRock, an investment management company, released its fourth-quarter 2025 investor letter for the “BlackRock Technology and Private Equity Term Trust”.
Materion Corporation (NYSE:MTRN) Q4 2025 Earnings Call Transcript
Operator: Greetings. Welcome to the Materion Corporation Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Onity Group Inc. (NYSE:ONIT) Q4 2025 Earnings Call Transcript
Operator: Thank you for your continued patience. Your meeting will begin shortly. If you need assistance at any time, please press 0, and a member of our team will be happy to assist you.
Zebra Technologies Corporation (NASDAQ:ZBRA) Q4 2025 Earnings Call Transcript
Zebra Technologies Corporation (NASDAQ:ZBRA) Q4 2025 Earnings Call Transcript February 12, 2026Zebra Technologies Corporation misses on earnings expectations.
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