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.

The Indian rupee staged a sharp rebound in early February after the US and India announced a trade deal that cut reciprocal US tariffs on Indian goods to 18% from 50%. On Feb. 3 the currency rallied about 1.36% to 90.27 per dollar — its biggest one‑day gain since 2018 — as traders unwound short positions and foreign investors bought Indian equities. In the sessions that followed (Feb. 4-5) gains were limited by heavy corporate dollar demand and increased exporter hedging, while forward premiums eased (one‑year implied yield near 2.39% and one‑month premiums at multi‑week lows). The Reserve Bank of India’s $10 billion three‑year buy/sell FX swap and a Monetary Policy Committee meeting are focal points for markets weighing likely intervention and rate guidance. Banks and strategists are divided: Bank of America sees further strengthening to around 88.6–89 by end‑March, while others caution that RBI reserve and forward‑book management, capital flows and detailed terms of the trade deal will determine sustainability.

UK-founded legaltech Lawhive has raised $60 million in a Series B round led by Mitch Rales to accelerate expansion across the United States and deepen its AI-driven operating model. The round, announced 5 February 2026, included participation from GV, Balderton Capital, TQ Ventures, Jigsaw, Anton Levy and LTS, and follows a $40 million Series A less than a year earlier. Lawhive says annualised revenue has surpassed $35 million after sevenfold growth in the past 12 months. The company operates in 35 US states, supports more than 450 lawyers across its US and UK firms, and is opening a New York office alongside an Austin base. Lawhive runs an AI operating system and an ‘AI paralegal’ called Lawrence that automates document drafting, legal research, intake, case management and back-office tasks. The firm positions itself as a vertically integrated, AI-native consumer law firm aiming to cut costs and increase access to routine legal services; it also expanded in the UK via acquisition of Woodstock Legal Services.

UK online travel agent Loveholidays has launched a time-limited sale that runs until midnight on Sunday 8 February 2026, offering discounts of up to £600 on selected package holidays priced above £750. The promotion includes deposit options from £19 per person and pay-monthly plans. Standout seven-night examples publicised in UK media include deals from about £139pp (£20 per person per night) to Dalaman, Turkey, £179pp (Algarve), £189pp (Malta and Costa Dorada, Spain), and packages to Crete from around £239pp; prices vary by departure date and airport. The sale applies automatically at checkout for eligible bookings, and covers city breaks, all-inclusive resorts and longer-haul packages (examples flagged in press include Tenerife, Amsterdam and Punta Cana offers). Separate but contemporaneous UK deals include Parkdean Resorts’ limited £20 discount code reducing some seven-night family caravan breaks to £169 for selected dates through May, and Vodafone Business promotions offering 12 months at half price on selected fibre packages for small firms until 4 March. Media reports warn availability can change rapidly as the deadline approaches, with popular properties already proving scarce.

Oberoi Realty emerged as the highest bidder for an 11-acre parcel of Railway land in Bandra East, Mumbai, offering Rs 5,400 crore for development rights on a 99-year lease, the company said in regulatory filings on Feb. 4-5, 2026. The Railway Land Development Authority (RLDA) opened financial bids for the 45,371 sq metre site, which adjoins the Western Express Highway and carries a floor space index potential of about 19.50 lakh sq ft. The company said it is awaiting communication from RLDA on next steps. The transaction comes as Bandra East remains a premium residential market — average rates in Q4 2025 stood at about Rs 63,440 per sq ft — and follows Oberoi’s modest Q3 FY26 performance, with consolidated net profit of about Rs 622.64 crore and revenues around Rs 1.5k crore. The win expands Oberoi’s pipeline and FSI-backed development capacity in one of Mumbai’s most valuable micro-markets, subject to approvals and project launches.

India and the six-member Gulf Cooperation Council (GCC) signed terms of reference (ToR) on Feb. 5, 2026 to formally launch negotiations on a Free Trade Agreement (FTA). The ceremony in New Delhi was presided over by Commerce and Industry Minister Piyush Goyal. The ToR sets out the scope and modalities for talks between India and GCC members — Saudi Arabia, the UAE, Qatar, Kuwait, Oman and Bahrain — restarting a process last active in 2006-08. New Delhi said the pact aims to boost bilateral trade, investment and labour mobility; millions of Indians work across the Gulf. Trade between India and the GCC rose to about $178.7 billion in 2024-25, with Indian exports near $57 billion and imports — largely crude oil and gas — at $121.7 billion. India has recent bilateral pacts with the UAE (2022) and an Oman CEPA signed in December 2025. Negotiators will now move to detailed chapters, with sensitive sectors such as energy, agriculture and tariffs likely to shape the pace and outcome of the talks.

Circle Internet Group (NYSE: CRCL) shares fell to a new 52-week low in early February 2026 amid heavy selling and rising market caution. The stock traded as low as $51.52 on Feb. 5 and was quoted in the mid-$50s after recent sessions; volumes have been elevated. Circle reported a strong quarter on Nov. 12, posting $0.64 EPS versus $0.20 expected and revenue of $739.8 million, up 65.9% year‑on‑year, but the shares remain well below analyst targets and moving averages (50‑day ~ $78, 200‑day ~ $114). Insiders have been active: CAO Tamara Schulz sold 1,527 shares on Feb. 3 at $59.80, and filings show larger insider dispositions in recent months. Options market indicators point to heightened downside concern — implied volatility spiked to roughly 84.7 and traders increased demand for downside protection even as call volume remained strong. Analysts remain mixed, with a consensus ‘hold’ and an average price target near $132, reflecting divergent views on Circle’s growth outlook, profitability and risks tied to its USDC role.

CDW Corporation reported quarterly results on Feb. 4, 2026, beating expectations as adjusted EPS came in at $2.57 versus the Street’s $2.44 estimate and revenue totaled $5.51 billion versus $5.33 billion expected, a 6.3% year‑over‑year increase. Management cited durable demand across AI, cloud and small‑business segments and improved margins (net margin ~4.8%, return on equity ~51.9%). The board declared a quarterly cash dividend of $0.63 per share payable March 10, 2026 to holders of record on Feb. 25. The stock gapped higher on the news, rising as much as about 8% intraday on Feb. 4 and opening near $133.50. Institutional activity around the period was mixed: Border to Coast Pensions Partnership reported acquiring 186,146 shares (about $29.6m) in a 13F filing, while Zurcher Kantonalbank exited a 30,829‑share position; insider Sona Chawla disclosed a prior sale of 7,400 shares. Analysts’ ratings and price targets remain varied, reflecting cautious optimism.

Several institutional investors increased or adjusted holdings in Synopsys Inc. (SNPS) in filings filed Feb. 3-5, 2026, even as the stock tumbled. Zurcher Kantonalbank bought 22,998 shares, raising its stake to about 171,310 shares (roughly $80.5 million). Penserra Capital added 32,080 shares to reach 72,662 shares (~$35.8 million), Portside Wealth purchased 4,692 shares (~$2.3 million) and Goldman Sachs’ Equal Weight U.S. Large Cap ETF added 2,685 shares. Conversely, Goldman Sachs ActiveBeta trimmed its holding by 7,316 shares. Institutional owners still control roughly 85% of SNPS. Shares fell as much as 7.22% on Feb. 3, hitting an intraday low near $417.55 before modest recovery; 52-week range is roughly $366–$652 and market capitalisation is near $80 billion. Synopsys reported Q3 results Dec. 10 (EPS $2.90; revenue $2.25 billion) and has issued FY2026 guidance; it also announced a Converge conference for March 11-12. Several law firms have opened investor inquiries, and Synopsys is scheduled to release Q1 fiscal 2026 results soon.

Multiple institutional investors adjusted holdings in Thermo Fisher Scientific Inc. (NYSE: TMO) in filings published Feb. 3-5, 2026, reflecting active portfolio rebalancing after the company’s late-January earnings release and a $5 billion buyback authorization. Reported moves include Bessemer Group marginally increasing its position to 540,350 shares (~$262.1m), Envestnet Asset Management reducing its stake by 9.2% to 568,471 shares (~$275.7m), and Zurcher Kantonalbank boosting its holding by 54.6% after purchasing 128,443 shares to reach 363,570 shares (~$210.7m). Smaller changes cited: TD Waterhouse Canada sold 1,765 shares, Hantz Financial cut its stake by 63.3% to 23,782 shares, Goldman Sachs’ equal-weight US large-cap ETF sold 794 shares, and Tred Avon Family Wealth added 738 shares. Filings reiterate high institutional ownership (about 89.2%) and disclose significant insider selling in recent months (totaling roughly 124,517 shares, ~ $72.4m). Thermo Fisher reported Q4 2025 EPS of $6.57 and revenue of ~$12.2bn; shares have traded in a wide range, reflecting investor reassessment amid the buyback program.

Cadence Design Systems (NASDAQ: CDNS) saw a flurry of insider sales and institutional portfolio moves in early February 2026, according to SEC filings and market alerts. On Feb. 2, SVP Paul Cunningham sold 1,000 shares; company filings show insiders have disposed of more than 50,000 shares in recent months. Large institutional moves include Envestnet Asset Management trimming its stake by 95,151 shares (an 8.7% reduction to 1,000,954 shares), Zurcher Kantonalbank exiting roughly 100,399 shares, and Penserra Capital increasing its holding by 28,812 shares to about 95,131. Smaller buys were reported from Goldman Sachs’ equal-weight large-cap ETF (+1,465 shares) and TD Waterhouse Canada (+286 shares). The stock slid sharply — down about 7.05% on Feb. 3 to roughly $269 intraday — amid active trading. Cadence’s market capitalization is roughly $73–74 billion, with a P/E near 70, a 52-week range of $221.56–$376.45, and institutional ownership around 85%. Analysts maintain a generally positive consensus but targets vary widely.

Royal Dutch Shell on Feb. 5 reported a 22% fall in full-year adjusted earnings to $18.5 billion for 2025 and its weakest quarterly adjusted profit in nearly five years (about $3.3bn in Q4), as global oil prices tumbled. The group said it generated robust cashflow—cash from operations around $42.9bn for the year and free cash flow cited at roughly $26bn—while net debt rose to about $45.7bn. Management approved a 4% quarterly dividend increase to $0.372 per share and launched a $3.5bn share buyback to be completed in Q1, marking the 17th straight quarter of buybacks of at least $3bn. Shell said it achieved roughly $5.1bn of cost savings since 2022 and set 2026 cash capex guidance near $20–22bn. Company statements highlighted operational resilience in integrated gas and upstream, but results were weighed down by weaker chemicals trading, tax adjustments and a prolonged oil price rout (Brent briefly below $60/bbl in late 2025). Activists criticised continuing large payouts amid falling profits and concerns over renewables investment and executive pay.

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.