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BMO Raises Albemarle's Target Price to $145

Cullen Capital Management LLC Reduces Holdings in Kenvue Inc.

Geneos Wealth Management Inc. Increases Stake in Dover Corporation

Mission Creek Capital Reduces Holdings in Caterpillar

Hohimer Wealth Management LLC Invests $1.95 Million in Dover Corporation

B. Riley Wealth Advisors Acquired 8,999 Shares of Caterpillar in Q2

AIG Announces Quarterly Dividend of $0.45 Per Share

Caterpillar and Vale Sign Agreement to Expand Autonomous Truck Fleet

Chubb subsidiary files Form 144 to sell 65,770 restricted shares

Power Metals Corp Signs Cesium Concentrate Purchase Agreement with Albemarle Corporation

Maverick Capital Increases Holdings in Kenvue Inc.

ACE Ltd forms SuretyBind LLC with partners to modernize surety market

CFRA Raises Chubb Limited Target Price to $342

UBS Upgrades Albemarle's Stock Rating and Price Target

Albemarle Completes Direct Lithium Extraction Pilot Plant Validation in Chile

AIG Shares Rise on Reports of Informal Acquisition Approaches by Chubb

Citigroup Raises Caterpillar's Target Price to $690

C.H. Robinson Earns Consensus Analyst Rating with a Target Price of $143.35

California Public Employees' Retirement System Increases Holdings in Kenvue Inc.

AMC Robotics

Radiopharm Theranostics

Artiva Biotherapeutics

Netclass Tech

3 E Network Tech

Quipt Home Medical

Kaixin

Ascent Solar Tech

Click Holdings/BVI

Climb Bio

Stanley Black & Decker Inc. (SWK) shares fell 2.02% to $74.15 on Monday, underperforming compared to competitors like Danaher Corp. and Illinois Tool Works Inc. This marked the second consecutive day of losses for SWK, which is 18.57% below its 52-week high. The trading volume was slightly below the 50-day average.

Dow Jones

Stanley Black & Decker

Stanley Black & Decker Inc. Stock Underperforms Monday When Compared To Competitors

Dover Corp. (DOV) shares rose 1.09% to $201.30 on a challenging trading day, outperforming the S&P 500 and Dow Jones indices, which fell 0.16% and 0.09% respectively. The stock is 9.45% below its 52-week high of $222.31. Compared to competitors, Danaher Corp. rose 0.97%, Paccar Inc. rose 1.25%, and Ingersoll Rand Inc. fell 0.16%. Trading volume was slightly below the 50-day average.

Dover

Dover Corp. Stock Outperforms Competitors On Strong Trading Day

Nucor Corp.'s stock fell 1.87% to $162.02 on Monday, underperforming compared to competitors like Steel Dynamics Inc. and Reliance Inc. This marked the second consecutive day of losses for Nucor, closing 3.60% below its 52-week high. The trading volume was 1.6 million, surpassing the 50-day average of 1.5 million.

Nucor

Nucor Corp. Stock Underperforms Monday When Compared To Competitors

KVUE

Director Jeffrey C. Smith reported the acquisition of common shares of Kenvue Inc. The full filing is available via EDGAR, the U.S. SEC's system. This AI-generated news brief by Public Technologies is for informational purposes only and not financial advice. Kenvue Inc. is responsible for the original content.

Reuters

Kenvue

Director Jeffrey C. Smith Reports Acquisition of Kenvue Inc. Common Shares

Wells Fargo & Company increased their price target for Dover (NYSE:DOV) from $190.00 to $200.00, maintaining an "equal weight" rating. This suggests a potential downside of 0.63% from the previous close. Other analysts have varied ratings, with a consensus of "Moderate Buy" and a target price of $210.64. Dover's stock rose 1.1% to $201.27, with a market cap of $27.60 billion. Recent insider trading includes sales by CFO Christopher B. Woenker and SVP Ivonne M. Cabrera.

Market Beat

Dover (NYSE:DOV) Stock Price Expected to Rise, Wells Fargo & Company Analyst Says

Cardinal Health (CAH) has seen a 4% pullback in its share price over the past month, despite a strong year-to-date performance. The stock is currently trading at $198.18, below its fair value estimate of $216.60, suggesting it is undervalued. Investments in automation and supply chain technology are expected to drive long-term efficiencies. However, regulatory scrutiny and potential slowdowns in pharma volumes pose risks. An alternative valuation model suggests the stock could be significantly undervalued, with an intrinsic value of $461.54 per share.

Simplywall

Cardinal Health

Cardinal Health (CAH): Assessing Valuation After a Recent Pullback in the Share Price

BMO Capital Markets has raised its price target for Albemarle to $145, citing higher lithium production forecasts. The new target suggests a 9.2% upside from the last close. BMO expects Albemarle to outperform market expectations by 2026 due to increased production from the Greenbushes mine. While lithium prices are expected to rise, a modest recovery is anticipated thereafter. Currently, 9 out of 27 brokerages rate the stock as "buy" or higher, with a median price target of $110. Albemarle's stock has risen 54.2% year-to-date.

Albemarle

BUZZ-BMO raises Albemarle PT on higher production forecast

Is Stanley Black & Decker Stock Underperforming the Nasdaq?

Barchart Option

Is Stanley Black & Decker Stock Underperforming the Nasdaq?

Is Albemarle Stock Outperforming the Dow?

Is Albemarle Stock Outperforming the Dow?

Cullen Capital Management LLC reduced its stake in Kenvue Inc. by 72.5% in Q2, selling 6,565,339 shares. The firm now holds 2,484,940 shares, valued at $52 million. Kenvue's stock has mixed analyst ratings, with a consensus 'Hold' and a target price of $20.23. The company reported Q3 earnings of $0.28 per share, slightly above estimates, and announced a quarterly dividend of $0.2075 per share.

Cullen Capital Management LLC Sells 6,565,339 Shares of Kenvue Inc. $KVUE

The lithium market is recovering, driven by energy storage systems and DLE technology entering commercial production. Prices have rallied nearly 50% from intra-year lows, with energy storage expected to grow faster than EVs. Analysts predict market tightening through 2026-2027. Albemarle's DLE pilot plant in Chile shows promising recovery rates, boosting optimism for lithium demand. Global X Lithium & Battery Tech ETF is up 53.76% year-to-date.

benzinga_article

Energy Storage Fuels Lithium Recovery, Market Expects Further Tightening

Geneos Wealth Management Inc. increased its stake in Dover Corporation by 64.1% in Q2, acquiring 15,600 shares. Other investors like First Trust Advisors LP and AQR Capital Management LLC also significantly increased their holdings. Dover's stock opened at $199.18, with a market cap of $27.32 billion. The company announced a quarterly dividend of $0.52 per share, with a yield of 1.0%. Analysts forecast growth, with UBS Group setting a $200 target price.

Geneos Wealth Management Inc. Buys 15,600 Shares of Dover Corporation $DOV

EXPD

Expeditors International of Washington exceeded market expectations on revenue and earnings per share, reinforcing its investment narrative focused on operational efficiency and demand resilience. The company's asset-light logistics model and disciplined capital returns are highlighted, with recent share price increases reflecting these strengths. However, freight demand volatility and pricing power remain key concerns. Despite a potential undervaluation, investors should consider demand volatility's impact on the share price. The article provides various perspectives on Expeditors' fair value and encourages readers to explore their own investment narratives.

Expeditors

Did Expeditors’ (EXPD) Earnings Beat and Virtual Access Day Spotlight Just Reframe Its Investment Narrative?

STLD

Goldman Sachs highlights cyclical stocks as potential catch-up plays for 2026 growth, noting markets are underpricing stronger economic acceleration. Consumer stocks and nonresidential construction companies are lagging. Key stocks include Steel Dynamics, Commercial Metals, and Nucor, among others, with varying YTD returns. Goldman projects 2.5% GDP growth, above consensus forecasts.

Steel Dynamics

Goldman's top catch-up stocks to play growth in 2026

Mission Creek Capital Partners Inc. reduced its stake in Caterpillar Inc. by 15% in Q2, now holding $4.74 million worth of shares. Other institutional investors like ICONIQ Capital and IHT Wealth Management adjusted their positions in Caterpillar. The stock opened at $597.88, with a market cap of $279.80 billion. Analysts predict a potential stock price increase to $650 by year-end, with a current dividend yield of 1.0%.

Caterpillar

Mission Creek Capital Partners Inc. Has $4.74 Million Stock Holdings in Caterpillar Inc. $CAT