Home » Author Archive

Image for Tenzing Financial LLC Takes $594,000 Position in iShares Russell 1000 Growth ETF $IWF

Tenzing Financial LLC Takes $594,000 Position in iShares Russell 1000 Growth ETF $IWF

Tenzing Financial LLC purchased a new position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased... More of this article »
Image for Envoy Medical (NASDAQ:COCH) Issues Earnings Results, Beats Estimates By $0.02 EPS

Envoy Medical (NASDAQ:COCH) Issues Earnings Results, Beats Estimates By $0.02 EPS

Envoy Medical (NASDAQ:COCH – Get Free Report) announced its quarterly earnings data on Monday. The company reported ($0.07) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.09) by $0.02,... More of this article »
Image for Varex Imaging (NASDAQ:VREX) Issues Quarterly Earnings Results, Beats Expectations By $0.10 EPS

Varex Imaging (NASDAQ:VREX) Issues Quarterly Earnings Results, Beats Expectations By $0.10 EPS

Varex Imaging (NASDAQ:VREX – Get Free Report) released its quarterly earnings results on Monday. The company reported $0.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.21 by $0.10, FiscalAI... More of this article »
Image for Roku (NASDAQ:ROKU) Given New $172.00 Price Target at UBS Group

Roku (NASDAQ:ROKU) Given New $172.00 Price Target at UBS Group

Roku (NASDAQ:ROKU – Get Free Report) had its price target hoisted by stock analysts at UBS Group from $126.00 to $172.00 in a report issued on Friday,Benzinga reports. The firm currently has a “neutral” rating on... More of this article »
Image for Stifel Nicolaus Increases American Axle & Manufacturing (NYSE:DCH) Price Target to $7.00

Stifel Nicolaus Increases American Axle & Manufacturing (NYSE:DCH) Price Target to $7.00

American Axle & Manufacturing (NYSE:DCH – Get Free Report) had its price target increased by analysts at Stifel Nicolaus from $6.00 to $7.00 in a research note issued on Monday,Benzinga reports. The firm currently has a... More of this article »
Image for Hewlett Packard Enterprise (NYSE:HPE) Raised to Overweight at Morgan Stanley

Hewlett Packard Enterprise (NYSE:HPE) Raised to Overweight at Morgan Stanley

Hewlett Packard Enterprise (NYSE:HPE – Get Free Report) was upgraded by research analysts at Morgan Stanley from an “equal weight” rating to an “overweight” rating in a report released on Monday,Benzinga... More of this article »
Image for Scotiabank Lowers Restaurant Brands International (NYSE:QSR) Price Target to $81.00

Scotiabank Lowers Restaurant Brands International (NYSE:QSR) Price Target to $81.00

Restaurant Brands International (NYSE:QSR – Get Free Report) (TSE:QSR) had its price objective reduced by equities research analysts at Scotiabank from $83.00 to $81.00 in a report released on Friday,Benzinga reports. The firm... More of this article »
Image for Limbach (NASDAQ:LMB) Given New $86.00 Price Target at Stifel Nicolaus

Limbach (NASDAQ:LMB) Given New $86.00 Price Target at Stifel Nicolaus

Limbach (NASDAQ:LMB – Get Free Report) had its price objective reduced by Stifel Nicolaus from $107.00 to $86.00 in a report issued on Monday,Benzinga reports. The brokerage presently has a “buy” rating on the construction... More of this article »
Image for Financial Survey: Arista Networks (NYSE:ANET) & Genasys (NASDAQ:GNSS)

Financial Survey: Arista Networks (NYSE:ANET) & Genasys (NASDAQ:GNSS)

Genasys (NASDAQ:GNSS – Get Free Report) and Arista Networks (NYSE:ANET – Get Free Report) are both technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their... More of this article »
Image for JBG SMITH Properties (NYSE:JBGS) versus Cromwell Property Group (OTCMKTS:CMWCF) Head-To-Head Survey

JBG SMITH Properties (NYSE:JBGS) versus Cromwell Property Group (OTCMKTS:CMWCF) Head-To-Head Survey

Cromwell Property Group (OTCMKTS:CMWCF – Get Free Report) and JBG SMITH Properties (NYSE:JBGS – Get Free Report) are both real estate companies, but which is the better business? We will compare the two companies based... More of this article »
Image for PICC Property and Casualty (PPCCY) vs. Its Competitors Head-To-Head Comparison

PICC Property and Casualty (PPCCY) vs. Its Competitors Head-To-Head Comparison

Dividends PICC Property and Casualty pays an annual dividend of $9.84 per share and has a dividend yield of 18.6%. PICC Property and Casualty pays out 49.9% of its earnings in the form of a dividend. As a group, “Insurance”... More of this article »
Image for Focus Financial Network Inc. Sells 164,885 Shares of Schwab US Dividend Equity ETF $SCHD

Focus Financial Network Inc. Sells 164,885 Shares of Schwab US Dividend Equity ETF $SCHD

Focus Financial Network Inc. decreased its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 8.3% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm... More of this article »
Image for Alignment Healthcare (ALHC) – Analysts’ Recent Ratings Updates

Alignment Healthcare (ALHC) – Analysts’ Recent Ratings Updates

A number of research firms have changed their ratings and price targets for Alignment Healthcare (NASDAQ: ALHC): 8/4/2026 – Alignment Healthcare had its “hold (c-)” rating reaffirmed by Weiss Ratings. 8/4/2026 –... More of this article »
Image for Sapient Capital LLC Reduces Stock Position in AbbVie Inc. $ABBV

Sapient Capital LLC Reduces Stock Position in AbbVie Inc. $ABBV

Sapient Capital LLC lessened its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 4.2% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 196,236 shares... More of this article »
Image for Chevron Corporation $CVX Stake Reduced by Sapient Capital LLC

Chevron Corporation $CVX Stake Reduced by Sapient Capital LLC

Sapient Capital LLC trimmed its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 1.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 225,469... More of this article »
Image for CocaCola Company (The) $KO Shares Sold by Sapient Capital LLC

CocaCola Company (The) $KO Shares Sold by Sapient Capital LLC

Sapient Capital LLC lessened its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 6.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for World Equity Group Inc. Has $808,000 Stake in Chubb Limited $CB

World Equity Group Inc. Has $808,000 Stake in Chubb Limited $CB

World Equity Group Inc. reduced its stake in shares of Chubb Limited (NYSE:CB – Free Report) by 50.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Vista Investment Partners LLC Trims Stock Position in Altria Group, Inc. $MO

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

Vista Investment Partners LLC cut its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 52.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Focus Financial Network Inc. Raises Position in iShares 7-10 Year Treasury Bond ETF $IEF

Focus Financial Network Inc. Raises Position in iShares 7-10 Year Treasury Bond ETF $IEF

Focus Financial Network Inc. boosted its stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 5.8% during the second quarter, HoldingsChannel reports. The institutional investor owned 405,791 shares of... More of this article »
Image for Sax Wealth Advisors LLC Purchases 6,198 Shares of Intel Corporation $INTC

Sax Wealth Advisors LLC Purchases 6,198 Shares of Intel Corporation $INTC

Sax Wealth Advisors LLC boosted its holdings in Intel Corporation (NASDAQ:INTC – Free Report) by 41.0% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 21,328 shares... More of this article »
Image for Vista Investment Partners LLC Takes $3.47 Million Position in Hinge Health Inc. $HNGE

Vista Investment Partners LLC Takes $3.47 Million Position in Hinge Health Inc. $HNGE

Vista Investment Partners LLC acquired a new stake in shares of Hinge Health Inc. (NYSE:HNGE – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Tenzing Financial LLC Purchases 23,508 Shares of ALPS Intermediate Municipal Bond ETF $MNBD

Tenzing Financial LLC Purchases 23,508 Shares of ALPS Intermediate Municipal Bond ETF $MNBD

Tenzing Financial LLC boosted its position in shares of ALPS Intermediate Municipal Bond ETF (NYSEARCA:MNBD – Free Report) by 19.1% during the second quarter, according to its most recent disclosure with the Securities &... More of this article »
Image for Wealthcare Capital Management LLC Raises Holdings in iShares National Muni Bond ETF $MUB

Wealthcare Capital Management LLC Raises Holdings in iShares National Muni Bond ETF $MUB

Wealthcare Capital Management LLC increased its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 7.5% in the second quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Franklin Street Advisors Inc. NC Reduces Position in DoorDash, Inc. $DASH

Franklin Street Advisors Inc. NC Reduces Position in DoorDash, Inc. $DASH

Franklin Street Advisors Inc. NC trimmed its position in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 15.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Focus Financial Network Inc. Has $6.72 Million Stock Position in Delta Air Lines, Inc. $DAL

Focus Financial Network Inc. Has $6.72 Million Stock Position in Delta Air Lines, Inc. $DAL

Focus Financial Network Inc. lessened its position in Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 24.9% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 71,796 shares of the transportation... More of this article »
Image for Wealthcare Capital Management LLC Makes New Investment in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP

Wealthcare Capital Management LLC Makes New Investment in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP

Wealthcare Capital Management LLC purchased a new position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) in the 2nd quarter, according to its most recent 13F filing with the... More of this article »
Image for SentinelOne (NYSE:S) CAO Sells $109,777.36 in Stock

SentinelOne (NYSE:S) CAO Sells $109,777.36 in Stock

SentinelOne, Inc. (NYSE:S – Get Free Report) CAO Robin Tomasello sold 5,467 shares of the stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $20.08, for a total value of... More of this article »
Image for Boral (BOALY) and Its Competitors Head-To-Head Review

Boral (BOALY) and Its Competitors Head-To-Head Review

Institutional & Insider Ownership 0.0% of Boral shares are held by institutional investors. Comparatively, 46.5% of shares of all “Construction Materials” companies are held by institutional investors. 9.9% of shares... More of this article »
Image for Reviewing Crown Castle (NYSE:CCI) and Fermi (NASDAQ:FRMI)

Reviewing Crown Castle (NYSE:CCI) and Fermi (NASDAQ:FRMI)

Fermi (NASDAQ:FRMI – Get Free Report) and Crown Castle (NYSE:CCI – Get Free Report) are both real estate companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends,... More of this article »
Image for Head-To-Head Analysis: Data Storage (NASDAQ:DTST) vs. Chunghwa Telecom (NYSE:CHT)

Head-To-Head Analysis: Data Storage (NASDAQ:DTST) vs. Chunghwa Telecom (NYSE:CHT)

Chunghwa Telecom (NYSE:CHT – Get Free Report) and Data Storage (NASDAQ:DTST – Get Free Report) are both communication services companies, but which is the superior stock? We will contrast the two businesses based on the... More of this article »
Image for iShares Core S&P 500 ETF $IVV Shares Acquired by Legacy Wealth Management LLC

iShares Core S&P 500 ETF $IVV Shares Acquired by Legacy Wealth Management LLC

Legacy Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.3% during the second quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Sax Wealth Advisors LLC Has $1.31 Million Position in Verizon Communications Inc. $VZ

Sax Wealth Advisors LLC Has $1.31 Million Position in Verizon Communications Inc. $VZ

Sax Wealth Advisors LLC lifted its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 71.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Fluent Financial LLC Buys New Stake in Pegasystems Inc. $PEGA

Fluent Financial LLC Buys New Stake in Pegasystems Inc. $PEGA

Fluent Financial LLC bought a new stake in Pegasystems Inc. (NASDAQ:PEGA – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 24,668 shares... More of this article »
Image for Legacy Wealth Asset Management LLC Cuts Stake in Gildan Activewear, Inc. $GIL

Legacy Wealth Asset Management LLC Cuts Stake in Gildan Activewear, Inc. $GIL

Legacy Wealth Asset Management LLC reduced its position in Gildan Activewear, Inc. (NYSE:GIL – Free Report) (TSE:GIL) by 37.0% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 25,736 shares of the textile maker’s... More of this article »
Image for Pettinga Financial Advisors LLC Has $9.45 Million Stake in Global X Defense Tech ETF $SHLD

Pettinga Financial Advisors LLC Has $9.45 Million Stake in Global X Defense Tech ETF $SHLD

Pettinga Financial Advisors LLC raised its stake in Global X Defense Tech ETF (NYSEARCA:SHLD – Free Report) by 20.7% in the second quarter, Holdings Channel reports. The fund owned 158,324 shares of the company’s stock... More of this article »
Image for Focus Financial Network Inc. Raises Stock Position in Schwab International Equity ETF $SCHF

Focus Financial Network Inc. Raises Stock Position in Schwab International Equity ETF $SCHF

Focus Financial Network Inc. raised its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 8.8% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Focus Financial Network Inc. Sells 4,677 Shares of iShares Russell Mid-Cap ETF $IWR

Focus Financial Network Inc. Sells 4,677 Shares of iShares Russell Mid-Cap ETF $IWR

Focus Financial Network Inc. lessened its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 2.1% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Cheche Group (NASDAQ:CCG) versus Markel Group (NYSE:MKL) Financial Review

Cheche Group (NASDAQ:CCG) versus Markel Group (NYSE:MKL) Financial Review

Cheche Group (NASDAQ:CCG – Get Free Report) and Markel Group (NYSE:MKL – Get Free Report) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their... More of this article »
Image for Contrasting Weshop (WSHP) & The Competition

Contrasting Weshop (WSHP) & The Competition

Weshop (NASDAQ:WSHP – Get Free Report) is one of 142 publicly-traded companies in the “Broadline Retail” industry, but how does it weigh in compared to its competitors? We will compare Weshop to similar businesses... More of this article »
Image for Financial Analysis: Avolta (OTCMKTS:DUFRY) & 51Talk Online Education Group (NYSE:COE)

Financial Analysis: Avolta (OTCMKTS:DUFRY) & 51Talk Online Education Group (NYSE:COE)

51Talk Online Education Group (NYSE:COE – Get Free Report) and Avolta (OTCMKTS:DUFRY – Get Free Report) are both consumer discretionary companies, but which is the better business? We will contrast the two businesses based... More of this article »
Image for ASGN Incorporated (NYSE:EFOR) Given Average Recommendation of “Hold” by Brokerages

ASGN Incorporated (NYSE:EFOR) Given Average Recommendation of “Hold” by Brokerages

ASGN Incorporated (NYSE:EFOR – Get Free Report) has received an average rating of “Hold” from the eight brokerages that are covering the stock, MarketBeat reports. Two investment analysts have rated the stock with... More of this article »
Image for Critical Review: Korn/Ferry International (NYSE:KFY) vs. Star Equity (NASDAQ:STRR)

Critical Review: Korn/Ferry International (NYSE:KFY) vs. Star Equity (NASDAQ:STRR)

Star Equity (NASDAQ:STRR – Get Free Report) and Korn/Ferry International (NYSE:KFY – Get Free Report) are both industrials companies, but which is the better investment? We will contrast the two businesses based on the... More of this article »
Image for Great Waters Wealth Management Raises Holdings in Dimensional Core Fixed Income ETF $DFCF

Great Waters Wealth Management Raises Holdings in Dimensional Core Fixed Income ETF $DFCF

Great Waters Wealth Management boosted its holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 10.4% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Reviewing Zurich Insurance Group (OTCMKTS:ZFSVF) and Chubb (NYSE:CB)

Reviewing Zurich Insurance Group (OTCMKTS:ZFSVF) and Chubb (NYSE:CB)

Zurich Insurance Group (OTCMKTS:ZFSVF – Get Free Report) and Chubb (NYSE:CB – Get Free Report) are both finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their... More of this article »
Image for Sax Wealth Advisors LLC Purchases 3,274 Shares of Palantir Technologies Inc. $PLTR

Sax Wealth Advisors LLC Purchases 3,274 Shares of Palantir Technologies Inc. $PLTR

Sax Wealth Advisors LLC increased its holdings in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 55.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Sax Wealth Advisors LLC Invests $1.64 Million in iShares Semiconductor ETF $SOXX

Sax Wealth Advisors LLC Invests $1.64 Million in iShares Semiconductor ETF $SOXX

Sax Wealth Advisors LLC bought a new stake in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought... More of this article »
Image for Cogent Biosciences, Inc. $COGT Shares Sold by Hennion & Walsh Asset Management Inc.

Cogent Biosciences, Inc. $COGT Shares Sold by Hennion & Walsh Asset Management Inc.

Hennion & Walsh Asset Management Inc. lessened its position in shares of Cogent Biosciences, Inc. (NASDAQ:COGT – Free Report) by 59.6% in the second quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Valeo Financial Advisors LLC Boosts Stock Position in iShares Core High Dividend ETF $HDV

Valeo Financial Advisors LLC Boosts Stock Position in iShares Core High Dividend ETF $HDV

Valeo Financial Advisors LLC boosted its stake in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 395.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Hennion & Walsh Asset Management Inc. Decreases Stock Holdings in Altria Group, Inc. $MO

Hennion & Walsh Asset Management Inc. Decreases Stock Holdings in Altria Group, Inc. $MO

Hennion & Walsh Asset Management Inc. decreased its position in Altria Group, Inc. (NYSE:MO – Free Report) by 12.0% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Image for 2,250 Shares in Sterling Infrastructure, Inc. $STRL Acquired by Valeo Financial Advisors LLC

2,250 Shares in Sterling Infrastructure, Inc. $STRL Acquired by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC bought a new position in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »