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Earnings
MarketBeat • Sep 16, 2026
Bank of America Corp DE Takes Position in Targa Resources, Inc. $TRGP

Bank of America Corp DE has acquired a new position in Targa Resources, Inc. (NYSE:TRGP) during the second quarter, purchasing over 2.7 million shares valued at approximately $734.8 million. This move makes Bank of America Corp DE a significant institutional holder, owning 1.28% of Targa Resources. The article also details recent insider stock sales and provides an overview of analyst ratings, price performance, and the company's latest financial results and dividend declaration.

Earnings
MarketBeat • Sep 16, 2026
Donaldson Company, Inc. (NYSE:DCI) Given Consensus Rating of "Moderate Buy" by Brokerages

Donaldson Company, Inc. (NYSE:DCI) has received a "Moderate Buy" consensus rating from five brokerages, with an average 12-month price target of $101. The company recently surpassed quarterly earnings expectations with $1.15 EPS on $1.06 billion in revenue, an 8% increase year-over-year. Donaldson also declared a quarterly dividend of $0.32, contributing to an annual yield of 1.5%, while institutional investors hold a significant 82.81% of its shares.

Markets
MarketBeat • Sep 16, 2026
Bank of America Corp DE Buys New Shares in Cenovus Energy Inc $CVE

Bank of America Corp DE has acquired 14.9 million shares of Cenovus Energy Inc, valued at $369.7 million, representing 0.81% of the company. Institutional ownership of Cenovus Energy stands at 51.19%, with analysts maintaining a "Moderate Buy" rating and a target price of $39.00. Cenovus Energy reported strong quarterly revenue growth of 47.9% year-over-year and declared a quarterly dividend of $0.22 per share.

Commodities
S&P Global • Sep 15, 2026
India's Growing Crude Influence; Analog Devices' AI Strategy; and the Evolving Media Landscape

This S&P Global update covers India's increasing influence in global crude markets due to its diversified sourcing and refining capabilities, as highlighted at APPEC. It also discusses Analog Devices' acquisition of Alif Semiconductor for $1.35 billion to expand its AI footprint, forecasting significant revenue growth driven by industrial and communications demand. Furthermore, the article touches on trends reshaping global media, including streaming profitability, the enduring value of live spo

Earnings
Yahoo Finance Singapore • Sep 15, 2026
Altria Group Inc's Dividend Analysis

Altria Group Inc. (NYSE: MO) recently announced a $1.11 per share dividend, with an ex-dividend date of September 15, 2026. The company boasts a long history of dividend payments and increases, earning it the status of a "dividend king." While its dividend yield is attractive, investors should consider the high payout ratio of 0.77 and moderate growth rates in revenue, EPS, and EBITDA when assessing the dividend's long-term sustainability amidst industry challenges.

Earnings
Yahoo! Finance Canada • Sep 15, 2026
Merck & Co Inc's Dividend Analysis

Merck & Co Inc (NYSE: MRK) recently declared a $0.85 per share dividend, maintaining its long-standing history of consistent payouts and dividend growth, making it a dividend aristocrat. While the company demonstrates strong profitability and growth metrics, its current payout ratio of 1.05 raises concerns about the near-term sustainability of its dividend. Investors should closely monitor future payout ratios and growth trends to assess the reliability of its dividend growth streak.

Earnings
24/7 Wall St. • Sep 15, 2026
Lam Research Vs. Applied Materials: Who Actually Helps ASML Share Prices Rise Higher?

This article compares Lam Research and Applied Materials, both major players in the semiconductor equipment industry, to determine which one is a better proxy for ASML's share price performance. While both companies are benefiting from increased AI capital expenditure, Lam Research's specialized etch tools are argued to have a more direct correlation with ASML's high-margin EUV systems due to the one-for-one scaling of etch layers with EUV patterning. Applied Materials offers a more diversified

Earnings
ad-hoc-news.de • Sep 15, 2026
Union Pacific stock edges higher as analysts highlight earnings beat and dividend growth

Union Pacific's stock is trading near the upper end of its 12-month range following a recent earnings beat and a dividend increase. Analysts maintain a "Moderate Buy" rating with an average 12-month price target of approximately $320.89, highlighting the company's double-digit revenue growth and consistent shareholder returns. Institutional ownership remains high, indicating confidence in Union Pacific as a core holding in the U.S. transportation sector.

Earnings
MarketBeat • Sep 15, 2026
Westrock Coffee Company (NASDAQ:WEST) Receives Average Rating of "Hold" from Brokerages

Westrock Coffee Company (NASDAQ:WEST) has received an average "Hold" rating from brokerages, with an average 12-month price target of $10.00. The company recently missed earnings estimates, reporting an adjusted loss of $0.10 per share and revenue of $305.66 million. Institutional investors, including BlackRock Inc., have been actively trading shares, with institutions owning 45.08% of the company's stock.

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