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Insider Monkey Blog

Verizon’s Dividend Story: Reliable Income with Gradual Growth

Verizon Communications Inc. (NYSE:VZ) is sticking with its $0.7075 quarterly dividend per share, with the next payment due on November 2, 2026.

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September 18 - Dividend Stocks, Hedge Funds, News

U.S. Bancorp Delivers Another Dividend Increase: Assessing the Payout

U.S. Bancorp (NYSE:USB)'s latest dividend increase adds another step to an already long-running shareholder return program.

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September 18 - Dividend Stocks, Hedge Funds, News

This Montly Dividend Stock’s 136th Dividend Hike Highlights its Long-Term Income Track Record

Realty Income Corporation (NYSE:O) has raised its monthly dividend once again, lifting the payout to $0.2715 per share from $0.2710.

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September 18 - Dividend Stocks, Hedge Funds, News

Jim Cramer Says to Wait For Corning (GLW) to Fall Further

During the September 14 episode of Mad Money, a caller asked whether it is a good time to trim profits on Corning Incorporated (NYSE:GLW) or hold the current position.

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September 18 - Hedge Funds, News

Here’s Why the Strategy Exits Boston Omaha Corp. (BOC)

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 18 - Hedge Fund Investor Letters, News

Thermo Fisher Scientific (TMO) is Positioned for Resurgence

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. You can download the letter here. U.S.

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September 18 - Hedge Fund Investor Letters, News

Should You Be Bullish on Tyler Technologies (TYL)?

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. You can download the letter here. U.S.

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September 18 - Hedge Fund Investor Letters, News

Fenimore Value Strategy’s Q2 2026 Investor Letter

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. U.S.

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September 18 - Hedge Fund Investor Letters, News

What Makes Ryan Specialty Holdings (RYAN) an Attractive Opportunity?

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 18 - Hedge Fund Investor Letters, News

Accenture (ACN) Positioned to Sustain Its Long-Term Competitive Position

Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 18 - Hedge Fund Investor Letters, News

Here’s Why Aristotle International Equity Fund Exited Unilever (UL)

Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 18 - Hedge Fund Investor Letters, News

Magnum Ice Cream (MICC): Standalone Structure Enables Exclusive Focus on Frozen Desserts

Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 18 - Hedge Fund Investor Letters, News

Aristotle International Equity Fund’s Q2 2026 Investor Letter

Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter.

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September 18 - Hedge Fund Investor Letters, News

Here’s Why the Fund Exits Dolby Laboratories (DLB)

Aristotle/Saul Global Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 18 - Hedge Fund Investor Letters, News

Strategic Asset Base Positions Martin Marietta (MLM) for Long-Term Growth

Aristotle/Saul Global Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 18 - Hedge Fund Investor Letters, News

Aristotle/Saul Global Equity Fund’s Q2 2026 Investor Letter

Aristotle/Saul Global Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter.

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September 18 - Hedge Fund Investor Letters, News

AI Disruption Fears Overshadow Strong Results at ExlService Holdings (EXLS)

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 18 - Hedge Fund Investor Letters, News

Salesforce (CRM) Has a $3.9 Billion AI Engine. But the $63 Billion Target Is the Real Test

Salesforce, Inc. (NYSE:CRM) is no longer simply positioning AI as a future opportunity.

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September 18 - Hedge Funds, News

SiteOne Landscape Supply’s (SITE) Soft First Quarter Is a Seasonal Feature, Not a Flaw

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.

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September 18 - Hedge Fund Investor Letters, News

Fenimore Small Cap Strategy’s Q2 2026 Investor Letter

Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. U.S.

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September 18 - Hedge Fund Investor Letters, News

Do You Think Dycom Industries (DY) is Trading at a Discount?

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 18 - Hedge Fund Investor Letters, News

Equity Overhang Weighs on Constellation Energy (CEG) Despite Solid Core Fundamentals

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 18 - Hedge Fund Investor Letters, News

Weather-Related Production Disruptions Weigh on Cameco (CCJ)

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 18 - Hedge Fund Investor Letters, News

Marathon Petroleum’s (MPC) Pivotal Role in the Evolving LNG Supply Chain

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 18 - Hedge Fund Investor Letters, News

Should You Be Optimistic on Cheniere Energy’s (LNG) Long-Term Outlook

Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...

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September 18 - Hedge Fund Investor Letters, News

Here’s Why Baron Capital is Bullish on Iron Mountain (IRM)

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 18 - Hedge Fund Investor Letters, News

Host Hotels (HST) Positioned to Benefit from Rising Demand for Upscale Lodging 

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 18 - Hedge Fund Investor Letters, News

Gemini 3.8 Live’s Extended Thinking Model Beats OpenAI and xAI, Barely, and Maybe Briefly

Alphabet Inc.

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September 18 - Hedge Funds, News

Here’s Why Baron Capital Reacquired BXP (BXP) 

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 18 - Hedge Fund Investor Letters, News

Jim Cramer on Energy Transfer (ET): “Buy, Buy, Buy”

On September 14, during the lightning round of Mad Money, a caller asked if they should be concerned about Energy Transfer LP (NYSE:ET) moving its primary stock listing from the...

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September 18 - Hedge Funds, News

Standout Earnings Report Lifted Pebblebrook Hotel Trust (PEB) in Q2

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

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September 18 - Hedge Fund Investor Letters, News

Jim Cramer on Reformation (REF): “It Should Be Higher Than It Is”

During the lightning round of the September 14 episode of Mad Money, a caller asked if Reformation Inc.

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September 18 - Hedge Funds, News

Jim Cramer Notes RTX Faces Valuation Pressure as Rates Rise

A caller asked what was going on with RTX Corporation (NYSE:RTX) during the September 16 episode of Mad Money. In response, Jim Cramer said: Okay, here's what's happening.

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September 18 - Hedge Funds, News

Jim Cramer on Gemini Space Station (GEMI): “I Would Keep It as Your Spec”

During the September 14 episode of Mad Money, a caller with a five-year time horizon asked whether to add to the position purchased at $26 or sell Gemini Space Station, Inc.

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September 18 - Hedge Funds, News

Jim Cramer Says Hewlett Packard Enterprise (HPE) Has the “Horses” but Remains a Dell (DELL) “Fan”

Toward the end of the lightning round on September 14, when a caller inquired about Hewlett Packard Enterprise Company (NYSE:HPE), Mad Money host Jim Cramer said: Neri's good.

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September 18 - Hedge Funds, News

Jim Cramer on Lyft (LYFT): “We’ve Seen a Pretty Impressive Turnaround Here”

During the September 14 episode of Mad Money, Jim Cramer discussed the market action surrounding Lyft, Inc.

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September 18 - Hedge Funds, News

Weyerhaeuser (WY) Could Benefit From Its Timberland Base and a U.S. Housing Rebound 

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...

Keep Reading →

September 18 - Hedge Fund Investor Letters, News

Jim Cramer Compares Aveanna Healthcare (AVAH) With Hinge Health (HNGE)

A caller asked for Jim Cramer’s long-term thoughts on Aveanna Healthcare Holdings Inc. (NASDAQ:AVAH) during the lightning round of the September 14 episode of Mad Money.

Keep Reading →

September 18 - Hedge Funds, News

Saudi Arabia’s $5.75 Billion Potential Arms Sales: What It Means for Boeing and Honeywell Aerospace 

The State Department’s approval of two potential arms sales to Saudi Arabia totaling $5.75 billion, including JDAM-ER munitions and AGT-1500 tank engines, offers a modest but...

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September 18 - Hedge Funds, News

Bernstein’s Defense of GE Vernova Doesn’t Answer the Valuation Question

GE Vernova Inc.

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September 18 - Hedge Funds, News

CACI’s (CACI) New CENTCOM Contract Arrives With Some Fine Print

On September 16, CACI International Inc.

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September 18 - Hedge Funds, News

Healthpeak (DOC) Turns Portfolio Sales Into Fatter 2026 Guidance

On August 4, Healthpeak Properties (NYSE:DOC) reported second-quarter results and raised its full-year 2026 guidance for the second time this year.

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September 18 - Hedge Funds, News

CGI’s (GIB) AI Buying Spree Meets A Rising Debt Load

On September 8, CGI Inc.

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September 18 - Hedge Funds, News

Equitable (EQH) Just Put Bitcoin Inside a Retirement Annuity

On September 2, Equitable Holdings (NYSE:EQH) added the industry's first bitcoin-linked investment option to a registered index-linked annuity, a striking move for products built...

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September 18 - Hedge Funds, News

Somnigroup (SGI) Just Closed A Deal That Reshapes Its Entire Supply Chain

On August 26, Somnigroup International (NYSE:SGI) completed its combination with Leggett & Platt, folding a components manufacturer with nearly 140 years of history into a bedding...

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September 18 - Hedge Funds, News

Hyatt (H) And Delta Just Struck A Deal Wall Street Ignored

On September 9, Hyatt Hotels Corporation (NYSE:H) and Delta Air Lines announced a long-term loyalty partnership that will let elite members earn World of Hyatt points on qualifying...

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September 18 - Hedge Funds, News

DigitalOcean’s (DOCN) $725M Bet On AI’s Next Wave

On September 10, DigitalOcean Holdings (NYSE:DOCN) secured a $725 million equipment finance facility to fund the GPU and CPU capacity its AI-Native Cloud business needs.

Keep Reading →

September 18 - Hedge Funds, News

Emera’s (EMA) Big Growth Promise Meets A Rockier Quarter

On August 7, Emera (NYSE:EMA) reported second-quarter results that read two different ways depending on which line you look at.

Keep Reading →

September 18 - Hedge Funds, News

Kimco Realty’s (KIM) Occupancy Record Comes With A Bigger Dividend

On August 4, Kimco Realty (NYSE:KIM) reported second quarter results that pushed portfolio occupancy to an all time high of 96.4% and small shop occupancy to a record 92.9%.

Keep Reading →

September 18 - Hedge Funds, News

Neurocrine’s (NBIX) Data Deluge Reshapes A Familiar Growth Story

On August 12, Neurocrine Biosciences (NASDAQ:NBIX) published something unusual for a psychiatric drug: proof that patients feel the difference, not just that a clinician's scale...

Keep Reading →

September 18 - Hedge Funds, News

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