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12 Best Mid-Cap Value Stocks to Buy Right Now

In this article, we will look at the 12 Best Mid-Cap Value Stocks to Buy Right Now.

Midcap stocks offer some of the best investment opportunities given their ability to strike the right balance between proven business deals and market opportunities that can support $100 billion corporations. Even though they are companies that face stiff competition from industry giants, most stand out on trading at highly discounted valuations.

According to Joseph Lai of Ox Capital Management Pty Ltd, mid-cap companies could prove to be the next winners as they capitalize on the artificial intelligence boom.

“A lot of these mid-cap companies are benefiting from a rapid implementation of AI,” said Sydney-based Joseph Lai in an interview late last month. “It’s very cheap for these companies to implement AI solutions to increase the return on interest.”

While the SPDR S&P MidCap 400 ETF Trust is up by just 1.98% year-to-date, mid-cap stocks have started to bottom out as investors rotate from mega-cap stocks trading at premium valuations. According to Janus Henderson midcap portfolio manager Brian Demain, the US reaching an agreement on trade with countries like the UK, the EU, and China should be a boon for smaller companies that are more sensitive to the domestic economy compared to their larger counterparts.

Similarly, the prospect of the US Federal Reserve cutting interest rates also asserts mid-cap stocks long term prospects. The move would only make it easier and cheaper to acquire the capital needed to finance activities that have the potential to accelerate growth and generate long-term value.

Our Methodology

To compile the list of the 12 Best Mid-Cap Value Stocks to Buy According to Analysts, we used Finviz to screen for companies with a market capitalization of between $2 billion and $10 billion (as of August 24). We then focused on stocks with a forward price-to-earnings (P/E) ratio of 20 or lower and a dividend yield of at least 1%. We further considered stocks with a year-to-date performance of at least 20% and popular among elite hedge funds. Finally, we ranked the stocks in ascending order based on year-to-date gains.

Why are we interested in the stocks that hedge funds pile into? The reason is straightforward: our research has demonstrated that we can outperform the market by replicating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

Best Mid-Cap Value Stocks to Buy Right Now

12. UGI Corporation (NYSE:UGI)

Market Capitalization: $7.48 Billion

Forward Price to Earnings Ratio: 7.73

Dividend Yield: 4.30%

Year to Date Return: 23.02%

Number of Hedge Fund Holders: 36

UGI Corporation (NYSE:UGI) is one of the best mid-cap value stocks to buy right now. On August 6, the company delivered solid third-quarter fiscal 2025 results, showcasing strength in its asset portfolio and a commitment to safely and reliably delivering energy solutions to customers.

The company reported adjusted diluted earnings per share of $3.55, surpassing the $3.22 achieved in the same quarter last year. Revenue came in at $1.39 billion, falling short of consensus estimates of $1.77 billion.

During the quarter, UGI Corp executed its strategic portfolio optimization initiative, which ultimately generated approximately $150 million from asset sales.

“Through our balanced approach to growth investment and shareholder returns, we are building a more resilient and profitable UGI that creates sustainable value for shareholders,” said Bob Flexon, President and Chief Executive Officer.

UGI Corporation (NYSE:UGI) is a utilities company that engages in the distribution, storage, transportation, and marketing of energy products and related services. It distributes propane to approximately 1.1 million residential, commercial/industrial facilities.

11. Grupo Aeroportuario del Sureste, S. A. B. de C. V. (NYSE:ASR)

Market Capitalization: $9.15 Billion

Forward Price to Earnings Ratio: 14.86

Dividend Yield: 8.01%

Year To Date Return: 26.97%

Number of Hedge Fund Holders: 9

Grupo Aeroportuario del Sureste, S. A. B. de C. V. (NYSE:ASR) is one of the best mid-cap value stocks to buy right now. On August 5, the company announced that passenger traffic for July was up 1.5% year-over-year, reaching 6.5 million.

The increase was driven by a 3.5% passenger increase in Colombia and a 2.0% increase in Mexico that helped offset a 1.9% decrease in Puerto Rico. The increase in the two markets was also driven by growth in International and Domestic travel. Increased passenger traffic positions the company to generate more revenue from passenger fees and landing charges.

Grupo Aeroportuario del Sureste, S. A. B. de C. V. (NYSE:ASR) is a well-established international airport operator that maintains and develops 16 airports across the Americas. It generates revenue from aeronautical charges, such as passenger fees and landing charges, as well as non-aeronautical services, including retail leases, food and beverage concessions, and advertising within the terminals.

10. Lincoln National Corporation (NYSE:LNC)

Market Capitalization: $7.71 Billion

Forward Price to Earnings Ratio: 5.75

Dividend Yield: 4.44%

Year to Date Return: 27.67%

Number of Hedge Fund Holders: 42

Lincoln National Corporation (NYSE:LNC) is one of the best mid-cap value stocks to buy right now. On August 6, CFRA reiterated a ‘Hold’ rating on the stock and increased its price target to $42 from $37. The price target hike comes on the company delivering solid Q2 2025 results, whereby earnings per share came in at $2.36, beating consensus estimates of $1.58.

Likewise, Lincoln National posted a 4.3% increase in operating revenues to $4.04 billion. Its margins in the quarter benefited from a continued turnaround in Life Insurance profitability, which posted $32 million in operating profits compared to a loss of $35 million in the previous quarter.

The company’s Group Protection unit delivered a record quarter, with operating income increasing 33% to $173 million, as the operating margin jumped 2.5%. Lincoln National also benefited from Premiums rising 7% to $1.4 billion.

Lincoln National Corporation (NYSE:LNC) is a major provider of insurance, annuities, and retirement plan services. It offers solutions that help individuals and employers plan, protect, and grow their financial futures by providing a range of products and services designed to build wealth and secure financial stability.

9. Federated Hermes, Inc. (NYSE:FHI)

Market Capitalization: $4.09 Billion

Forward Price to Earnings Ratio: 11.70

Dividend Yield: 2.58%

Year to Date Return: 28.98%

Number of Hedge Fund Holders: 28

Federated Hermes, Inc. (NYSE:FHI) is one of the best mid-cap value stocks to buy right now. On August 15, RBC Capital analyst Kenneth Lee increased the price target for Federated Hermes from $45 to $51, maintaining a Sector Perform rating. The revision follows the company’s Q2 2025 results, which showed stronger-than-expected equity net flows.

The company’s earnings per share in the quarter came in at $1.16 per share, compared to $0.20 per share, as net income more than quadrupled to $91 million from $21 million in the second quarter of 2024. Revenue in the quarter increased by 6% to $424.8 million as total managed assets increased by $63 billion to $845.7 billion.

RBC sees an improving outlook for Federated Hermes’ organic equity growth, prompting a more optimistic valuation. The firm believes continued momentum in equity inflows could support long-term performance and justify the upgraded target.

Federated Hermes, Inc. (NYSE:FHI) is a global asset management firm that provides a wide range of investment solutions, including equity, fixed-income, alternative/private markets, multi-asset, and liquidity management strategies, to institutional investors and intermediaries.

8. HF Sinclair Corporation (NYSE:DINO)

Market Capitalization: $8.62 Billion

Forward Price to Earnings Ratio: 17.12

Dividend Yield: 4.29%

Year To Date Return: 31.08%

Number of Hedge Fund Holders: 40

HF Sinclair Corporation (NYSE:DINO) is one of the best mid-cap value stocks to buy right now. On August 15, Goldman Sachs reiterated a ‘Buy’ rating on the stock and raised the price target to $54 from $52. The investment bank cited the stock’s attractive valuation with a 24% total return as one of the reasons behind the price target hike.

Additionally, HF Sinclair has reiterated its commitment to returning shareholder value, having maintained dividend payments for 38 consecutive years. The stock remains a firm favorite among income-focused investors, with a 4.29% dividend yield.

Goldman Sachs has echoed the company’s diversified earnings stream, including its Midstream Lubricants and marketing businesses, which support the price target hike. Additionally, it anticipates that the widening of the Western Canadian Select differential will create a more favorable environment for HF Sinclair to thrive. HF Sinclair delivered adjusted earnings per share of $1.70 in the second quarter, well above the expected $1.05 per share.

HF Sinclair Corporation (NYSE:DINO) is an independent energy company that refines, produces, and markets petroleum and renewable products, including gasoline, diesel, jet fuel, and renewable diesel, as well as lubricants, asphalt, and specialty products for various industries worldwide.

7. Vipshop Holdings Limited (NYSE:VIPS)

Market Capitalization: $9.68 Billion

Forward Price to Earnings Ratio: 9.33

Dividend Yield: 2.80%

Year to Date Return: 31.37%

Number of Hedge Fund Holders: 24

Vipshop Holdings Limited (NYSE:VIPS) is one of the best mid-cap value stocks to buy right now. On August 18, analysts at Morgan Stanley raised the stock’s price target to $16 from $15 while reiterating an ‘Equalweight’ rating.

The price target hike comes on the company issuing guidance that indicates third-quarter revenue is expected to increase by between 0% and 5%, which should lead to a net profit margin of between 6.5% and 7%. In addition, the research firm remains buoyed by Vipshop signaling user growth, with new user acquisition returning to a positive trajectory.

For the full year, Morgan Stanley expects the company to post a 1% decline in revenue with non-GAAP net profit of about 9 billion yuan. The investment bank also expects top-line growth and disciplined cost control measures, which should lead to a 3% increase in net profit in 2025 and a 5% increase in 2026.

Vipshop Holdings Limited (NYSE:VIPS) is a leading Chinese online discount retailer that specializes in selling a wide range of products, including fashion, home goods, beauty, and lifestyle items, through a flash sales model. It partners with brands to offer their inventory at discounted prices for limited periods on its online platforms and physical retail locations.

6. Copa Holdings, S.A. (NYSE:CPA)

Market Capitalization: $4.68 Billion

Forward Price to Earnings Ratio: 7.29

Dividend Yield: 5.63%

Year to Date Return: 32.76%

Number of Hedge Fund Holders: 20

Copa Holdings, S.A. (NYSE:CPA) is one of the best mid-cap value stocks to buy right now. On August 8, TD Cowen raised the stock’s price target to $147 from $144 while reiterating a ‘Buy’ rating. The price target hike is in response to the company delivering solid second-quarter results and issuing an outlook that underlines expected continued growth into 2026.

TD Cowen remains bullish about the stock owing to solid underlying fundamentals. Additionally, the firm believes the stock is trading below its historical trading range at current levels. Consequently, the research firm maintains that Copa Holdings is one of the best opportunities in the airline space, owing to its solid earnings growth at an attractive price.

The Panama-based airline delivered impressive second-quarter results characterized by a 2.8% increase in revenue to $842.6 million. Net income in the quarter increased 24% year-over-year to $148.9 million, as the profit margin improved to 18%. Earnings per share were $3.61, compared to $2.88 per share for the same quarter last year.

Copa Holdings, S.A. (NYSE:CPA) is a Latin American airline holding company that provides passenger and cargo air transportation services through its subsidiaries, primarily Copa Airlines and AeroRepública. It connects passengers and businesses across North, Central, and South America, as well as the Caribbean, leveraging its extensive route network and codeshare agreements with other major airlines.

5. BorgWarner Inc. (NYSE:BWA)

Market Capitalization: $9.05 Billion

Forward Price to Earnings Ratio: 10.30

Dividend Yield: 1.61%

Year-to-Date Return: 33.59%

Number of Hedge Fund Holders: 34

BorgWarner Inc. (NYSE:BWA) is one of the top mid-cap value stocks to consider for investment right now. On August 13, while presenting at the JPMorgan Auto Conference, the company confirmed it is experiencing robust growth in its e-commerce segment.

The company announced a 31% increase in its light vehicle e-product growth in the second quarter and plans to launch over 30 e-products between last year and the end of this year. BorgWarner also confirmed it is on schedule to achieve a consistent EBIT margin profile of 10% or higher.

The company also reiterated that it is focused on achieving growth in China and Europe, with combustion and hybrid vehicles expected to dominate the US market in the near and mid-term. Consequently, it expects revenue growth of between 1% and 1.5% this year, as it also anticipates European regulations to boost bus electrification.

BorgWarner Inc. (NYSE:BWA) designs and manufactures clean and efficient technology solutions for combustion, hybrid, and electric vehicles. It provides components and systems, such as turbochargers, power electronics, transmission parts, and electric motors, to automakers worldwide.

4. FirstCash Holdings, Inc. (NASDAQ:FCFS)

Market Capitalization: $6.15 Billion

Forward Price to Earnings Ratio: 15.36

Dividend Yield: 1.21%

Year To Date Return: 35.20%

Number of Hedge Fund Holders: 34

FirstCash Holdings, Inc. (NASDAQ:FCFS) is one of the best mid-cap value stocks to buy right now. On August 18, TD Cowen raised the stock’s price target to $172 from $159 while reiterating a ‘Buy’ rating. The price target hike is in response to the earlier-than-expected closing of the H&T Group acquisition, which is expected to establish the company as a leading pawnbroker in the UK.

Following the acquisition, the research firm expects First Cash Financial to generate full-year revenue of between $315 million and $340 million, with net income of between $35 million and $38 million. TD Cowen also expects the company to deliver EBITDA of between $60 and $65 million, which exceeds management expectations.

The acquisition is also expected to contribute between $0.20 and $0.25 in earnings per share for the whole year. TD Cowen expects the company to deliver earnings per share of $8.41 for 2025 and $10.85 for 2026, an improvement from a previous forecast of $8.15 and $10, respectively.

FirstCash Holdings, Inc. (NASDAQ:FCFS) is a financial services company that operates retail pawn stores. Its pawn stores lend money on the collateral of pledged personal property, including jewelry, electronics, tools, appliances, and other items. It also provides retail POS payment solutions, which focus on LTO products.

3. XP Inc. (NASDAQ:XP)

Market Capitalization: $8.54 Billion

Forward Price to Earnings Ratio: 9.49

Dividend Yield: 4.05%

Year to Date Return: 36.92%

Number of Hedge Fund Holders: 29

XP Inc. (NASDAQ:XP) is one of the top mid-cap value stocks to consider for investment right now. On August 18, the company delivered solid Q2 2025 results, highlighting a 14% year-over-year increase in total client assets, which reached R$1.4 trillion, driven by a net inflow of R$96 billion. The company also saw a 24% growth in its credit portfolio and a 45% increase in gross written premiums.

Consequently, it ended up delivering earnings per share of R$2.46, which topped consensus estimates of R$2.35 per share. Net income in the quarter reached a record high of R$1.3 billion, representing an 18% year-over-year increase.

XP’s earnings per share have been growing faster than its net income, attributed to a robust share buyback program that has resulted in a significant reduction in the number of shares in circulation. Gross revenue in the quarter increased 4% year-over-year to R$4.7 billion, driven by growth in the retail business.

XP Inc. (NASDAQ:XP) is a Brazilian financial technology company that provides a wide range of financial products and services, including investments, brokerage, wealth management, pension plans, credit cards, loans, and insurance, primarily through an open-architecture digital platform.

2. Oshkosh Corporation (NYSE:OSK)

Market Capitalization: $8.78 Billion

Forward Price to Earnings Ratio: 10.92

Dividend Yield: 1.48%

Year to Date Return: 46.62%

Number of Hedge Fund Holders: 44

Oshkosh Corporation (NYSE:OSK) is one of the best mid-cap value stocks to buy right now. On August 5, DA Davidson raised its price target for the stock to $160 from $148, while reiterating a ‘Buy’ rating. The price target hike follows an impressive second-quarter earnings report, signaling that conditions are normalizing in the company’s Access segment.

In addition, DA Davidson was impressed by the confirmation that the company’s Vocational segment remains booked into 2028 for its Fire equipment. The fact that the company’s Transport segment has started ramping up operations in the United States Postal Service project also underscores the underlying growth.

Oshkosh securing multiple defense contracts with favorable terms than those in previous agreements also affirms the positive long-term outlook. Consequently, DA Davidson has raised Oshkosh 2026 earnings estimate to between $18 and $22 as it also expects the company to deliver earnings of $11 per share in 2025. In the second quarter of 2025, it delivered earnings of $3.41 that topped consensus estimates of $2.94.

Analysts remain bullish on Oshkosh Corporation following its strong Q2 performance. UBS raised its price target to $164 from $159, maintaining a Buy rating, while Raymond James lifted its target to $155 from $130 with an Outperform rating. Bernstein increased its target to $132 from $126, holding a Market Perform rating after the company beat earnings estimates by 16%. Collectively, these updates signal strong analyst confidence in Oshkosh’s strategic direction and long-term growth potential.

Oshkosh Corporation (NYSE:OSK) is a global industrial technology company that designs, develops, and manufactures purpose-built vehicles and equipment. Its products are used in fire and emergency services, the defense sector, construction, and airport operations.

1. Millicom International Cellular S.A. (NASDAQ:TIGO)

Market Capitalization: $7.73 Billion

Forward Price to Earnings Ratio: 15.20

Dividend Yield: 6.61%

Year to Date Return: 84.08%

Number of Hedge Fund Holders: 24

Millicom International Cellular S.A. (NASDAQ:TIGO) is one of the best mid-cap value stocks to buy right now. On August 19, Scotia Bank reiterated a ‘Sector Perform’ rating on the stock and increased the price target to $46.10 from $37.

The price target hike comes as the research firm remains confident about the long-term impact of the acquisitions that the company has carried out. Millicom International Cellular has acquired UNE-EPM, Coltel, TEF Ecuador, and TEF Uruguay, which it expects to contribute $100 million in equity-free cash flow.

Scotiabank expects Millicom International Cellular to achieve $854 million in equity-free cash flow in 2026, representing an 11.4% yield. Additionally, Millicom International delivered solid Q2 2025 results, characterized by earnings per share of $4.03, which exceeded consensus estimates of $3.49.

Millicom International Cellular S.A. (NASDAQ:TIGO) is a digital telecommunications and media company with a focus on Latin America and Africa. It offers a range of fixed-line and mobile services, including voice and data, as well as cable TV, broadband, and business-to-business solutions. It also offers mobile financial services and local content, such as entertainment and sports, through its various TIGO brands.

While we acknowledge the potential of TIGO to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TIGO and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Must-Buy Small-Cap Stocks to Invest In and 11 Best Alternative Energy Stocks to Buy Right Now.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email below.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

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This prediction might not be bold at all:

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

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