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Insider Monkey Blog

The Hanover Insurance Group, Inc. (NYSE:THG) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to The Hanover Insurance Group's Fourth Quarter Earnings Conference Call. My name is Nick, and I'll be your operator for today's call.

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February 5 - News, Transcripts

KKR Real Estate Finance Trust Inc. (NYSE:KREF) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the KKR Real Estate Finance Trust Inc. Fourth Quarter 2025 Financial Results Conference Call.

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February 5 - News, Transcripts

Super Micro Computer, Inc. (NASDAQ:SMCI) Q2 2026 Earnings Call Transcript

Super Micro Computer, Inc. (NASDAQ:SMCI) Q2 2026 Earnings Call Transcript February 3, 2026Super Micro Computer, Inc. beats earnings expectations.

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February 5 - News, Transcripts

Prudential Financial, Inc. 5.95 (NYSE:PRH) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to Prudential's Quarterly Earnings Conference Call.

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February 5 - News, Transcripts

Jack Henry & Associates, Inc. (NASDAQ:JKHY) Q2 2026 Earnings Call Transcript

Operator: Good morning, and welcome to the Jack Henry Second Quarter Fiscal 2026 Earnings Conference Call [Operator Instructions] Please note that today's event is being recorded...

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February 5 - News, Transcripts

Transcat, Inc. (NASDAQ:TRNS) Q3 2026 Earnings Call Transcript

Operator: Good afternoon, ladies and gentlemen. Welcome to the Transcat Third Quarter Fiscal Year 2026 Financial Results Conference Call.

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February 5 - News, Transcripts

Unifi, Inc. (NYSE:UFI) Q2 2026 Earnings Call Transcript

Operator: Good morning, and thank you for attending Unifi's Second Quarter Fiscal 2026 Earnings Conference Call.

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February 5 - News, Transcripts

Horace Mann Educators Corporation (NYSE:HMN) Q4 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Horace Mann Educators Fourth Quarter and Full Year 2025 Investors Conference Call.

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February 5 - News, Transcripts

Rithm Capital Corp. (NYSE:RITM) Q4 2025 Earnings Call Transcript

Rithm Capital Corp. (NYSE:RITM) Q4 2025 Earnings Call Transcript February 3, 2026Rithm Capital Corp. beats earnings expectations.

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February 5 - News, Transcripts

Cabot Corporation (NYSE:CBT) Q1 2026 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to the First Quarter Fiscal Year 2026 Cabot Earnings Conference Call.

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February 5 - News, Transcripts

fuboTV Inc. (NYSE:FUBO) Q1 2026 Earnings Call Transcript

Operator: Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today.

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February 5 - News, Transcripts

Patria Investments Limited (NASDAQ:PAX) Q4 2025 Earnings Call Transcript

Patria Investments Limited (NASDAQ:PAX) Q4 2025 Earnings Call Transcript February 3, 2026Patria Investments Limited beats earnings expectations.

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February 5 - News, Transcripts

Brandywine Realty Trust (NYSE:BDN) Q4 2025 Earnings Call Transcript

Operator: Thank you for standing by, and welcome to the Brandywine Realty Trust Fourth Quarter 2025 Earnings Conference Call.

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February 5 - News, Transcripts

Prudential Financial, Inc. (NYSE:PRU) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to Prudential's Quarterly Earnings Conference Call.

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February 5 - News, Transcripts

IAC InterActive Corp. (NASDAQ:IAC) Q4 2025 Earnings Call Transcript

Operator: Welcome to the IAC Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

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February 5 - News, Transcripts

Powell Industries, Inc. (NASDAQ:POWL) Q1 2026 Earnings Call Transcript

Operator: Good day, and welcome to the Powell Industries Fiscal First Quarter 2026 Earnings Conference Call. [Operator Instructions] This event is being recorded.

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February 5 - News, Transcripts

Champion Homes, Inc. (NYSE:SKY) Q3 2026 Earnings Call Transcript

Operator: Good morning, and welcome to the Champion Homes Third Quarter Fiscal 2026 Earnings Call.

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February 5 - News, Transcripts

Zurn Elkay Water Solutions Corporation (NYSE:ZWS) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Zurn Elkay Water Solutions Corporation Fourth Quarter 2025 Earnings Results Conference Call with Todd Adams, Chairman and Chief Executive...

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February 5 - News, Transcripts

Suncor Energy Inc. (NYSE:SU) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Suncor Energy Fourth Quarter 2025 Financial Results Call. [Operator Instructions].

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February 5 - News, Transcripts

Silicon Motion Technology Corporation (NASDAQ:SIMO) Q4 2025 Earnings Call Transcript

Operator: Hello, everyone. Welcome to Silicon Motion Technology Corporation's Q4 2025 Earnings Conference Call.

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February 5 - News, Transcripts

Chubb Limited (NYSE:CB) Q4 2025 Earnings Call Transcript

Operator: Thank you for standing by. My name is [ Jay ], and I will be your conference operator today.

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February 5 - News, Transcripts

Veralto Corporation (NYSE:VLTO) Q4 2025 Earnings Call Transcript

Operator: Hello, my name is Nikki, and I will be your conference operator this morning.

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February 5 - News, Transcripts

Bank OZK (OZK) Fell on a Tepid Yearly Outlook

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

Here’s Why Rocket Companies (RKT) Slipped in Q4

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

Should You Hold Oil-Dri (ODC)?

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

15 Best Industrial Machinery and Supplies Stocks to Buy According to Hedge Funds

On January 13, GW&K Investment Management’s Global Strategist Bill Sterling shared his views on how a turnaround in the U.S.

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February 5 - Hedge Funds, News

Taseko Mines (TGB) Benefited as Coal Prices Surged

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

Allegiant Travel (ALGT) Rose on Strong Demand Trends

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

Increased Optimism Lifted Triumph Financial (TFIN) in Q4

Diamond Hill Capital, an investment management company, released its “Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...

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February 5 - Hedge Fund Investor Letters, News

Wasatch Global Investors Small-Cap Growth Strategy’s Q4 2025 Letter

Wasatch Global Investors, an asset management company, released its "Small Cap Growth Strategy" Q4 2025 investor letter.

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February 5 - Hedge Fund Investor Letters, News

Sands Capital Technology Innovators Fund’s Q4 2025 Letter

Sands Capital Management, LLC's Technology Innovators Fund released its Q4 2025 investor letter for "Technology Innovators Fund".

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February 5 - Hedge Fund Investor Letters, News

12 Most Undervalued Travel Stocks To Buy According To Hedge Funds

Stephen Parker, JPMorgan Private Bank co-head of global investment strategy, appeared on CNBC’s 'Squawk Box' on February 4 to talk about the latest market trends and outlook...

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February 5 - Hedge Funds, News

15 Stocks That Should Double by 2030

On January 27, Sherry Paul, Morgan Stanley senior portfolio manager, joined CNBC's 'Closing Bell' to discuss the state of equity markets and whether more volatility is ahead.

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February 5 - Hedge Funds, News

Old Dominion (ODFL) Climbs 9.89% as Morgan Stanley Hikes PT

Old Dominion extended its winning streak to a fourth consecutive day on Wednesday, jumping 9.89 percent to close at $208.54 apiece after receiving a 10 percent price target upgrade...

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February 5 - News

Graphic Packaging (GPK) Soars 10.3% on Bargain-Hunting

Graphic Packaging bounced back by 10.31 percent on Wednesday to close at $13.70 apiece as investors appeared to have hunted for bargains after falling to a level that left the...

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February 5 - News

Eli Lilly (LLY) Skyrockets as Profits Soar 95%

Eli Lilly soared by 10.33 percent on Wednesday to close at $1,107.12 apiece after profits last year nearly doubled on the back of strong sales from Zepbound and Mounjaro, alongside...

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February 5 - News

Fortive (FTV) Grows 10.6% on Earnings Blowout

Industrial technology firm Fortive Corp.

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February 5 - News

Olin (OLIN) Climbs 11% on Strong Sales

In the fourth quarter alone, sales finished flat at $1.6 billion, while attributable net loss stood at $85.7 million, reversing an attributable net income of $10.7 million in ...

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February 5 - News

Sunrun (RUN) Soars 12% as Firm Hints at Strong 2025, Customer Base Expands 430%

Sunrun rallied for a second day on Wednesday, jumping 12.24 percent to close at $20.73 apiece as investor sentiment was boosted by hints of a strong 2025 following news that it...

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February 5 - News

SolarEdge (SEDG) Climbs 13% as Peers Post Strong Earnings

SolarEdge Technologies soared by 13.14 percent on Wednesday to close at $35.04 apiece as investors loaded portfolios ahead of its earnings outcome, with optimism helped by a counterpart...

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February 5 - News

Super Micro (SMCI) Gets 13% Boost as Sales, Outlook Soar

Super Micro soared by 13.14 percent on Wednesday to finish at $35.04 apiece, as investor sentiment was fueled by a strong earnings performance in the second quarter of fiscal ...

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February 5 - News

Enphase (ENPH) Jumps 38.6% on Strong Profits

During the period, Enphase Energy Inc.

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February 5 - News

Silicon Laboratories (SLAB) Touches 4-Year High on $7.5-Billion Merger

In a statement, Texas Instruments said that it signed a definitive agreement with Silicon Laboratories Inc.

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February 5 - News

Amazon.com (AMZN) Set to Report Earnings as UBS Raises Price Target on AWS Outlook

Amazon.com, Inc.

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February 5 - News

Microsoft (MSFT) Maintains Strong AI Positioning Amid Hyperscaler Focus

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Piper Sandler analyst Billy Fitzsimmons reiterated an Overweight rating...

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February 5 - News

Meta Platforms (META) Reports Strong Quarterly Results on Advertising Momentum

Meta Platforms, Inc.

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February 5 - News

Analyst Sticks with Nvidia (NVDA) as AI Valuation Gap Widens

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Morgan Stanley reiterated Nvidia and Broadcom as “Overweight.” The firm...

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February 5 - News

Alphabet (GOOGL) Execution Across AI, Ads, and Cloud Lifts Bernstein Outlook

Alphabet Inc.

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February 5 - News

Evercore ISI Stays Outperform on Apple (AAPL), Keeps $330 Target

Apple Inc.

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February 5 - News

Scotiabank Cuts Oracle (ORCL) Target to $220, Keeps Sector Outperform

Oracle Corporation (NYSE:ORCL) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Scotiabank analyst Pat Colville lowered the price target on the stock $220 (...

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February 5 - News

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