Rithm Capital Corp (NYSE:RITM) reported stronger-than-expected fourth-quarter and full-year 2025 results in filings and call materials released Feb. 3-4, 2026. Q4 GAAP net income was $53.1 million ($0.09 per diluted share) and Earnings Available for Distribution (EAD) were $418.9 million, or $0.74 per diluted common share, beating consensus (roughly $0.54‑0.58). Q4 revenue rose to $1.29 billion vs. $1.24 billion expected. Full-year GAAP net income was $567.2 million and EAD was about $1.28 billion ($2.35 per share). Rithm said assets under management surpassed $100 billion after acquisitions including Crestline and Paramount. Newrez and Genesis businesses drove origination and servicing growth (Genesis originations near $5 billion in 2025); Newrez posted strong pretax income and servicing UPB of about $852 billion. Book value per share was $12.66 and the company paid a quarterly common dividend of $0.25. Management noted mark‑to‑market volatility in mortgage servicing rights and flagged potential capital activity tied to the Paramount acquisition. Analysts maintained mostly positive ratings — Piper Sandler reiterated overweight while trimming its price target — amid notable insider selling and institutional position changes reported in recent SEC filings.

Shares of Coeur Mining Inc. (NYSE: CDE) jumped in early trading on Feb. 3, 2026, after the stock gapped up from a prior close of $20.32 to an opening near $21.99, according to MarketBeat. Intraday levels reached about $22.00 and the shares traded in a range near $21.28–$21.48 by midday, with reported volumes varying among providers (MarketBeat cited roughly 3.8 million shares traded while GuruFocus reported about 10.5 million). Analysts have recently shifted mixed views: TD Securities raised its target to $25, Roth MKM lifted its objective to $23, Zacks upgraded to strong-buy, while other firms maintain buy/outperform or hold ratings; consensus targets range from about $18.17 (MarketBeat) to an average near $22.14 (GuruFocus). Company fundamentals noted by MarketBeat include a market cap near $13.5 billion, a PE of ~31.8, low net leverage (debt/equity ~0.11) and elevated institutional ownership. The stock remains below its 52-week high ($27.77) and well above its 52-week low ($4.58).

SEC filings and media reports show several senior executives at Viavi Solutions Inc. disclosed stock sales on Feb. 2-3, 2026. Reports indicate SVP Gary Staley sold roughly 20,700–22,800 shares for about $538,000–$589,000, SVP Kevin Siebert sold 13,577 shares for about $349,200, and EVP Paul McNab sold 4,638 shares for about $119,660. The transactions were disclosed in filings with the U.S. Securities and Exchange Commission. The insider selling came days after Viavi reported stronger-than-expected Q2 fiscal 2026 results — $0.22 EPS versus $0.19 forecast and revenue of $369.3 million versus $365.25 million — and after analysts raised price targets. Media trackers and GuruFocus note an extended pattern of insider sales at Viavi (multiple sells and few or no buys over the past year). The company is a U.S.-based provider of network test, monitoring and assurance equipment, with a market capitalization near $6 billion and shares trading in the mid-$20s at the time of the disclosures.

Woori Bank Co. (NYSE:WF), the principal banking unit of Seoul‑based Woori Financial Group, saw its U.S.-listed shares climb to a 52-week high on Feb. 3, 2026, trading as high as $65.28 before settling around $64.75–$65.11. The stock rose about 3.5% on the session, supported by a recent quarterly earnings beat (reported Nov. 14) of $3.57 EPS and valuation metrics including a market capitalization near $15.9 billion and a trailing P/E of about 7.25. Institutional ownership remains modest (roughly 3.4%), while MarketBeat reported short interest increased by 22.4% as of Jan. 15 to 88,354 shares, producing a days‑to‑cover ratio of about 1.5. Analysts’ sentiment is mixed-to-positive, with ratings ranging from hold to buy and an average “moderate buy” profile. Trading volumes on the uptick were below long-term averages, and broker notes show a small number of recent position adjustments by funds abroad.

CyberArk Software Ltd. on Feb. 4 reported record fourth-quarter and full-year 2025 results, beating Wall Street estimates as it accelerates its shift to subscription revenue. For the quarter ended Dec. 31, 2025, total revenue was $372.7 million, up about 19% year‑over‑year, with subscription revenue of $310.5 million (up 28%). Non‑GAAP net income was $72.6 million, or $1.33 per diluted share, versus $0.80 a year earlier; GAAP net loss narrowed to $17.1 million. Annual recurring revenue (ARR) rose 23% to $1.440 billion and net new ARR was $99 million. Cash and equivalents were $2.095 billion at year‑end. CyberArk reiterated that it is moving toward a planned combination with Palo Alto Networks announced in July 2025; the deal is expected to close in Palo Alto’s fiscal 2026 third quarter subject to regulatory approvals. Shares traded lower after the results amid mixed investor reaction; institutional ownership remains high (about 92%), while several funds reported trimming positions. Market capitalisation is roughly $20–21 billion.

MGIC Investment Corp (NYSE: MTG) reported fourth-quarter 2025 results and faced fresh analyst scrutiny in early February 2026. The mortgage insurer posted Q4 net income of $169 million and GAAP EPS of $0.75, beating consensus of $0.73, while revenue missed at $298.65 million versus ~$308 million expected. Management highlighted over $303 billion of insurance-in-force, full-year net income of $738 million and a 14.3% return on equity. The company returned $915 million to shareholders in 2025 via buybacks and dividends and announced a $0.15 quarterly dividend payable March 6, 2026. Insider activity was notable: CEO Timothy Mattke sold 139,203 shares on Jan. 13 and COO Salvatore Miosi sold 30,000 shares on Feb. 2, filings show. Market reaction included roughly a 5% decline in MTG shares and a market cap near $5.9 billion. On Feb. 4, Barclays cut its price target from $30 to $28 while keeping an equal-weight rating; brokers’ consensus remains around a hold with average targets near $28–28.75.

Aviat Networks Inc. (Nasdaq: AVNW) reported fiscal 2026 second-quarter results on Feb. 3-4, 2026 that topped revenue and earnings expectations and prompted fresh analyst updates. The Austin, Texas-based wireless transport and access equipment maker posted Q2 revenue of $111.5 million (consensus $109.7m) and non-GAAP EPS of $0.54, while generating $23.9 million of operating cash flow and its highest Q2 bookings in more than a decade. Management reaffirmed full-year guidance and projected fiscal 2026 adjusted EBITDA of $45 million to $55 million. Executives highlighted early traction for new products — including an Aprisa LTE/5G router for emergency vehicles and an initial multi-dwelling-unit (MDU) millimeter-wave order from a U.S. tier-one operator — and said BEAD-related fixed wireless demand could materialize in the back half of calendar 2026. Following results, brokerages issued mixed target adjustments: Roth trimmed its target to $38 while keeping a buy rating, B. Riley raised its target to $36 and Citizens maintained a market-outperform view at $30. Trading activity in early Feb. showed the stock in the mid-$20s; insiders have recently sold shares.

Between Feb. 3-4, 2026 Hasbro Inc. (NASDAQ: HAS) attracted fresh analyst upgrades and varied institutional trading ahead of its Feb. 10 earnings release. Roth Capital on Feb. 4 reaffirmed a Buy and raised its price target to $105 from $96. Other recent broker moves include Morgan Stanley lifting its target to $103 and UBS and Jefferies raising targets late 2025/early 2026. MarketBeat and GuruFocus data show a consensus near the mid-$90s (average targets around $93–$95) with nine Buy, two Hold and one Sell on file. Institutional filings the same week were mixed: TD Waterhouse Canada sold 75,203 shares, reducing its holding to 4,990 shares (~$409,000), while Zurcher Kantonalbank added 4,690 shares to reach 41,298 (~$3.39m). Machina Capital reported a new 33,896-share position (~$2.57m) and Strengthening Families & Communities increased to 20,724 shares after a large third-quarter purchase. Hasbro’s market cap is roughly $13.3 billion, its 52-week range is $49.00–$95.91, and the company carries high leverage alongside negative recent margins, factors investors will watch closely at the earnings report.

Compass Minerals International (NYSE: CMP) reported a stronger-than-expected start to fiscal 2026, publishing first-quarter results on Feb. 4, 2026 that showed revenue of $396.1 million, up from $307.2 million a year earlier, and net income of $18.6 million versus a $23.6 million loss in the prior-year quarter. Adjusted EBITDA rose to $65.3 million, a 103% year‑over‑year increase. The Salt segment drove the recovery with $331.5 million in revenue (up 37%) and significant volume gains in highway deicing and consumer/industrial channels; Plant Nutrition revenue was $60.8 million with improved pricing and margins. Management said it will sell the Wynyard sulfate-of-potash facility and has reduced net debt by about $92 million (10%) to $836.9 million as of Dec. 31, 2025. Compass raised full‑year adjusted EBITDA guidance by 2% at the midpoint (to $208m–$240m) and outlined 2026 capex of $90m–$110m. The company’s shares hit a 52‑week high in early February amid mixed analyst ratings and high leverage metrics (debt-to-equity ~3.6, Altman Z‑Score ~1.5).

WaFd, Inc. (Nasdaq: WAFD) this week announced a regular cash dividend of $0.27 per share and a hike in its share repurchase authorization as the regional bank reported stronger recent results. The board set a record date of Feb. 13, 2026 and will pay the dividend on Feb. 27; the payout marks the company’s 172nd consecutive quarterly dividend and implies a c.3.2% yield. WaFd increased buyback authorization by 4.5 million shares to 10 million total; it has repurchased 5.8 million shares over the last seven quarters at an average price of $29.45. In filings and commentary tied to its Feb. 4, 2026 10-Q and quarterly data, WaFd reported a rise in net income for the quarter ended Dec. 31, 2025 to roughly $64.2 million from $47.3 million a year earlier, improved net interest income after provisions (about $167.6 million) and higher non-interest income. The announcements pushed the stock to a 52-week high near $34.29. The bank operates 208 branches and had about $27.3 billion in assets and $21.4 billion in deposits as of Dec. 31, 2025.

Hongkong Land has launched the Singapore Central Private Real Estate Fund (SCPREF), an open-ended vehicle with S$8.2 billion (about US$6.4–6.5 billion) of assets under management at inception, making it the largest office-focused private real estate fund in Singapore. The initial portfolio includes Asia Square Tower 1, One Raffles Link, Marina Bay Link Mall (33.3%), One Raffles Quay (33.3%) and Marina Bay Financial Centre Towers 1 and 2. Founding investors include Qatar Investment Authority and APG Asset Management, alongside an unnamed Southeast Asian sovereign wealth fund; Hongkong Land holds a majority stake at launch (above 50%) and says it will not reduce below 30%. The fund is central to CEO Michael Smith’s strategic pivot toward commercial assets and fund management, aimed at recycling capital to pursue new gateway-city opportunities and to help Hongkong Land move toward its US$100 billion AUM target by 2035. Proceeds from recent asset sales have also enabled an expanded share buyback programme. Market reaction has been mixed amid strong 2025 Singapore real estate activity and continuing uncertainty over office demand dynamics.

Jack Henry & Associates reported a record fiscal second quarter ending Dec. 31, 2025, driven by recurring revenue, cloud adoption and processing growth. GAAP revenue rose 7.9% to about $619.3 million and non‑GAAP revenue was $611 million, up 6.7% year‑over‑year. GAAP EPS was $1.72, an increase of roughly 29% from the prior year. Non‑GAAP operating margin expanded to 25.1% (up 355 basis points). Processing revenue accounted for 44% of sales and grew about 9% (GAAP); cloud revenue rose 8% and represented 33% of total revenue. Total recurring revenue exceeded 92%. Management raised full‑year guidance, forecasting GAAP EPS of $6.61–$6.72 and non‑GAAP revenue of $2.474–$2.491 billion. Cash flow and capital return initiatives included $125 million of share repurchases and free cash flow of about $103 million for the quarter. Product momentum cited by management includes Tap2Local, Rapid Transfers and beta tests for USDC stablecoin capabilities; executives said competitor consolidation has lifted pipeline activity. Recent market moves show institutional trading in JKHY shares and mixed near‑term price volatility despite positive analyst ratings.

Shares of Lincoln Electric Holdings Inc. (NASDAQ: LECO) climbed to a new 52-week high in early February, trading as high as $272.65 on Feb. 4, 2026, after a series of analyst price-target increases and continued institutional interest. Roth Capital on Feb. 3 reiterated a "buy" and raised its target to $297, while Barclays and Stifel also lifted targets; Morgan Stanley remains more cautious. Market data show a market capitalisation near $15 billion, a P/E around 29–31, a PEG near 1.66–1.69 and a beta of about 1.26. Short interest fell 13.3% in January to 560,375 shares (about 1.0% of float) with a days-to-cover ratio of roughly 2.1. Recent 13F filings show modest portfolio adjustments: CM Wealth Advisors trimmed its stake by about 4.6% (6,789 shares) and Principal Financial reduced holdings by 6.7% (24,999 shares). Institutional investors and hedge funds hold roughly 79.6% of the stock. The shares have risen from a one‑year low of $161.11 toward the current trading range following analyst upgrades and lower short exposure.

Avery Dennison Corp reported resilient fourth-quarter and full-year 2025 results and issued first-quarter 2026 guidance in line with expectations. The materials-science group posted Q4 adjusted EPS of $2.45, beating consensus by roughly $0.05, and reported revenue of about $2.27 billion (some outlets rounded to $2.3 billion), up ~3.9% year-on-year. For full-year 2025 the company delivered adjusted EPS of $9.53 and generated more than $700 million in adjusted free cash flow; adjusted EBITDA margin for the year was 16.4%. Management cited tariff-related headwinds and softer consumer apparel demand but said productivity measures and portfolio shifts supported margins. Segment trends included mid- to high-single-digit growth in intelligent labels, mixed performance in materials and solutions, and a portfolio shift toward higher-value categories. Avery Dennison returned roughly $861 million to shareholders in 2025 (including $572 million in buybacks) and declared a $0.94 quarterly dividend payable March 18, 2026. The company set Q1 2026 adjusted EPS guidance of $2.40–$2.46 and expects Intelligent Labels growth to accelerate in the back half of 2026 as major retail rollouts ramp. Institutional ownership remains high.

Kratos Defense & Security Solutions’ CFO Deanna H. Lund sold about 5,000 shares on Feb. 2, 2026, raising roughly $484,000 under a previously arranged 10b5-1 plan, SEC filings show. After the sale Lund retained about 275,000 shares. The disclosure comes amid heightened market activity: KTOS shares jumped to about $103 on Feb. 3 before falling 11.6% to $91.33 on Feb. 4. Institutional moves include J.W. Cole Advisors boosting holdings to 56,995 shares (a 426.7% increase reported for Q3) and Mission Wealth Management acquiring 20,005 shares. Kratos also announced roughly $65 million in simulator and training contracts from the U.S. government and allied buyers on Feb. 3, and has been selected for the War Department’s Drone Dominance evaluation alongside other vendors (program prototype orders cited at about $150 million). The company opened a 55,000 sq ft hypersonic testing facility in Princess Anne, Maryland, and several brokerages recently raised price targets (Stifel to $134, Goldman Sachs to $125, KeyCorp to $130), reflecting optimism about order momentum despite elevated P/E multiples and notable insider selling over recent months.

Britain has launched an Advanced Nuclear Framework to accelerate development of next‑generation nuclear reactors, aiming to supply clean power and industrial heat for a growing AI datacentre sector and to create jobs. The Department for Energy Security and Net Zero (DESNZ) will curate a pipeline of projects that meet readiness criteria and offer a ‘concierge-style’ service to guide developers through planning, regulation and financing. Projects are expected to secure private investment but may seek government support and catalytic investment from the National Wealth Fund. The initiative highlights planned schemes involving firms such as X‑Energy, Holtec, Centrica, EDF, Tritax and TerraPower, and follows earlier announcements on SMR work at Wylfa in Wales and proposed builds at Hartlepool and Cottam. Officials, including Nuclear Minister Lord Patrick Vallance, said advanced reactors could power AI datacentres and industry; however commercial viability for many small modular and advanced designs is likely years away, with wider deployment expected toward the 2030s.

India on Feb. 5, 2026 launched Bharat Taxi, a government‑backed, driver‑owned ride‑hailing platform aimed at challenging private aggregators such as Uber and Ola. Union Home and Cooperation Minister Amit Shah inaugurated the service in New Delhi. Operated by Sahakar Taxi Cooperative Limited under the Multi‑State Cooperative Societies Act, the app places drivers — called “Sarathis” — at the centre of ownership: each driver holds shares in the cooperative and the platform says it follows a zero‑commission, surge‑free model with drivers paying a fixed access fee (reported at ₹30/day). The Ministry of Cooperation and partner cooperatives (including Amul, IFFCO, NCDC and NABARD) say the pilot begun in December 2025 has onboarded hundreds of thousands of drivers and averaged several thousand rides daily. Features include transparent fares (official fares cited as low as ₹30 minimum and staged per‑km rates), safety tools, verified drivers, a helpline and integration with Delhi Police via dedicated assistance booths. The service uses open‑source backend technology and allows drivers to remain non‑exclusive on other platforms; officials say it aims to scale nationwide over coming years.

Shares of Vertex, Inc. (NASDAQ:VERX) tumbled to a 52-week low of $15.69 on Feb. 4, 2026, trading around $15.87 as heavy volume hit the stock and prices fell roughly 15% over two sessions. The move followed a wave of analyst price-target cuts and a notable downgrade by Piper Sandler on Feb. 3, which reduced its rating to Neutral and lowered its target to $20. Institutional filings show shifts in major holders: the New York State Common Retirement Fund disclosed a 56.2% reduction in its VERX stake in the latest 13F filing, while Brown Capital trimmed its position by 8.8% in the prior quarter; institutional investors still control about 70% of the stock. Vertex had earlier authorised a $150 million share repurchase program in November as a signal of management confidence. The company is due to report Q4 2025 results before the market opens on Feb. 11, 2026 — an event that could act as an immediate catalyst for further moves.

Federal Reserve Governor Stephen Miran resigned as chair of the White House’s Council of Economic Advisers on Feb. 3-4, 2026, fulfilling a pledge he made to the Senate after his assignment at the Fed extended past Jan. 31. Miran, appointed by President Donald Trump in September 2025 to fill the unexpired term of Adriana Kugler, had been on unpaid leave from the CEA while serving on the Fed; although his term technically expired Jan. 31, he may remain until a successor is confirmed. The White House confirmed the resignation in a statement noting Miran’s prior service to the administration. Miran has dissented at Federal Open Market Committee meetings, pressing for substantially larger interest-rate cuts than the committee majority. The move comes as Trump has nominated former Fed governor Kevin Warsh to succeed Jerome Powell as Fed chair, a process complicated by a Justice Department probe into Powell’s statements about Fed building renovations and resulting Senate resistance, including a hold from Sen. Thom Tillis and bipartisan concerns on the Senate Banking Committee.

Tyler Technologies Inc. (NYSE: TYL) moved this week to shore up investor confidence as analysts and investors reacted to a string of corporate actions and research notes. On Feb. 4 the Plano, Texas‑based public‑sector software provider said its board approved a share repurchase program authorizing up to $1 billion of Class A stock, effective immediately. The announcement follows Tyler’s recent agreement to buy court‑recording firm For The Record (FTR) — a deal reported in filings and press coverage — which is subject to customary closing conditions and regulatory approvals. Market reaction has been volatile: shares fell roughly 10–11% on Feb. 3 amid a wave of analyst commentary. Needham reaffirmed a buy rating with a $750 target, DA Davidson kept a neutral $510 target, and Wells Fargo on Feb. 4 cut its price target to $420 while maintaining an equal‑weight rating. Institutional flows showed activity from Goldman Sachs ETFs increasing positions, while insider filings reflect modest sales. Tyler’s market cap sits in the mid‑teens of billions, and management cited durable free cash flow in supporting the repurchase plan.