reports
Moody's Ratings affirms Baxter's Baa3/P-3 ratings; revises outlook to ...
Moody's Ratings (Moody's) affirmed the ratings of Baxter International Inc. (Baxter) including the Baa3 senior unsecured ratings, (P)Baa3 senior unsecured shelf rating, and the Prime-3 commercial paper rating. At the same time, we revised the outlook to negative from stable. The revision in the ou...
- David Barden
- Vikash Harlalka
Broadband Spring 2026 – A fine time for FWA
In this Broadband Spring report, we share a quick update on broadband industry trends from 4Q25 heading into 2026E. Industry net adds improved meaningfully in 4Q25 from a year ago but remained slightly below last year when we adjust for the loss of ACP. Net adds for the quarter were in line with the pre-pandemic norm but trailing twelve-month net adds remain below pre-pandemic levels. We take a deep-dive here into FWA’s continued strong momentum, by carrier, and how it fits into the overall broa...
Ardmore Shipping Corp: 1 director
A director at Ardmore Shipping Corp sold 6,987 shares at 16.177USD and the significance rating of the trade was 57/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...
Northrop Grumman Corp: 2 directors
A director at Northrop Grumman Corp sold/sold after exercising options 873 shares at 745.000USD and the significance rating of the trade was 92/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directo...
Procter & Gamble Co: 1 director
A director at Procter & Gamble Co sold 5,549 shares at 165.291USD and the significance rating of the trade was 71/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cle...
Hershey Co: 2 directors
Two Directors at Hershey Co sold 5,500 shares at 226.070USD. The significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...
Phibro Animal Health Corp: 1 director
A director at Phibro Animal Health Corp sold 21,120 shares at 52.270USD and the significance rating of the trade was 85/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two yea...
- Blair Levin
C-Band Update: What Does the El Paso Airport Shutdown and Broadcaster ...
The El Paso Airport Shutdown does not on the surface reference FCC spectrum policy. But what happened is a tale of two agencies, that both rhymes with past conflicts between the FCC and FAA and raises questions about the wireless industry’s hope for access to the Upper C-Band. In this note, we address those questions and others raised by broadcasters seeking to limit the amount of spectrum that wireless can bid on in the upcoming C-Band auction.
- David Barden
- David Barden
Takeaways from Metro Connect 2026 Day One
Greetings from sunny, if chilly Fort Lauderdale where we are attending Metro Connect which one of our companies described as one of the two most important infrastructure conferences of the year. We are soooo lucky not to have gotten snowed in. If you are in the northeast, please stay warm! We just wrapped Day One where we had meetings and run-ins with many, primarily, small to mid-size private fiber operators. In this short note, we present our key takeaways from our conversations at the event.
American Coastal Insurance Corporation Announces the Appointment of Tr...
American Coastal Insurance Corporation Announces the Appointment of Troy Crawford as Chief Underwriting Officer ST. PETERSBURG, Fla., Feb. 20, 2026 (GLOBE NEWSWIRE) -- American Coastal Insurance Corporation (Nasdaq Ticker: ACIC) (“the Company”, “American Coastal” or “ACIC”), the insurance holding company of American Coastal Insurance Company (“AmCoastal”), announced today that Troy Crawford, MBA, CPCU, CLU, was appointed as Chief Underwriting Officer of ACIC. Crawford was appointed as Chief Underwriting Officer of AmCoastal in January 2025, overseeing underwriting strategy, risk selectio...
Ingredion Inc: 2 directors
Two Directors at Ingredion Inc sold 11,083 shares at 116.550USD. The significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
American Coastal Insurance Corporation Reports Financial Results for I...
American Coastal Insurance Corporation Reports Financial Results for Its Fourth Quarter and Year Ended December 31, 2025 Company to Host Quarterly Conference Call at 5:00 P.M. ET on February 19, 2026The information in this press release should be read in conjunction with an earnings presentation that is available on the Company's website at . ST. PETERSBURG, Fla., Feb. 19, 2026 (GLOBE NEWSWIRE) -- February 19, 2026: American Coastal Insurance Corporation (Nasdaq: ACIC) ("ACIC" or the "Company"), a property and casualty insurance holding company, today reported its financial results for ...
- Dave Nicoski
- Ross LaDuke
O5Q OWENS CORNING
WHR WHIRLPOOL CORPORATION
CBT CABOT CORPORATION
LNG CHENIERE ENERGY INC.
VC VISTEON CORPORATION
SM SM ENERGY COMPANY
EVEREST RE GROUP LTD.
NWL NEWELL BRANDS INC
LNTH LANTHEUS HOLDINGS INC
KRO KRONOS WORLDWIDE INC.
IOSP INNOSPEC INC.
HY HYSTER-YALE MATERIALS HANDLING INC. CLASS A
GLPI GAMING AND LEISURE PROPERTIES INC.
DECK DECKERS OUTDOOR CORPORATION
CHH CHOICE HOTELS INTERNATIONAL INC.
BCC BOISE CASCADE CO.
APD AIR PRODUCTS AND CHEMICALS INC.
CHE CHEMED CORPORATION
COLM COLUMBIA SPORTSWEAR COMPANY
TNC TENNANT COMPANY
WSO WATSCO INC.
BXC BLUELINX HOLDINGS
FTV FORTIVE CORP.
BCBP BCB BANCORP INC.
BBWI BATH & BODY WORKS INC
AESI NEW ATLAS HOLDCO INC
BGC BGC GROUP INC
Nisource Inc: 1 director
A director at Nisource Inc sold 12,500 shares at 45.010USD and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Upgrade Staples to Overweight; Downgrading Services We maintain our near-term bullish outlook on the S&P 500 (SPX) and Russell 2000 (IWM), which has remained in place since 4/22/25, aside from one week (11/19/25-11/25/25) when we went to neutral. We will stay near-term bullish as long as crucial support levels of 6780-6824 on SPX and $255-$257 on IWM continue to hold; every minor dip below these levels has been for no longer than a day, before buyers have stepped-in. We continue to see more det...
WEC WEC ENERGY GROUP INC
SRE SEMPRA ENERGY
REG REGENCY CENTERS CORPORATION
NEE NEXTERA ENERGY INC.
EXC EXELON CORPORATION
ETR ENTERGY CORPORATION
ED CONSOLIDATED EDISON INC.
DUK DUKE ENERGY CORPORATION
D DOMINION ENERGY INC
CVE CENOVUS ENERGY INC.
CNP CENTERPOINT ENERGY INC.
SLI STA. LUCIA LAND
CNQ. CANADIAN NATURAL RESOURCES LIMITED
RENN RENN GLOBAL ENTREPRENEURS FUND
ETS ELITE EXPRESS HOLDING INC
Christopher Grady Joins Northrop Grumman Board of Directors
Christopher Grady Joins Northrop Grumman Board of Directors FALLS CHURCH, Va., Feb. 13, 2026 (GLOBE NEWSWIRE) -- Northrop Grumman (NYSE: NOC) announced it has elected Admiral Christopher Grady, former vice chairman of the Joint Chiefs of Staff, to its board of directors. “With his storied military service and leadership, Admiral Grady will provide valuable insights to our board and management team, as our company continues to focus on delivering differentiating technology to the United States and its allies, at speed and scale,” said Kathy Warden, chair, chief executive officer and presi...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Ingredion Incorporated and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 11 February 2026 in which we reassessed the appropriateness of the ratings in the co...
CoreCivic Reports Fourth Quarter and Full Year 2025 Financial Results
CoreCivic Reports Fourth Quarter and Full Year 2025 Financial Results Facility Activations and Higher Occupancy Drive Strong Financial Performance Establishes 2026 Full Year Guidance BRENTWOOD, Tenn., Feb. 11, 2026 (GLOBE NEWSWIRE) -- CoreCivic, Inc. (NYSE: CXW) (CoreCivic or the Company) announced today its fourth quarter and full year 2025 financial results. Financial Highlights Q4 2025 YoY Change Full Year 2025 YoY ChangeTotal Revenue$604.0 million Up 26% $2.2 billion Up 13%Net Income$26.5 million Up 38% $116.5 million Up 69%Diluted EPS$0.26 Up 53% $1.08 Up 74%Adjusted Dilut...
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