Mid-Caps — page 7
American Healthcare REIT to Buy Kensington Senior Living for $572 Million
The healthcare REIT said the eight-community asset purchase extends its higher-acuity senior housing platform in affluent, supply-constrained U.S. markets.
Helen of Troy's Order Cuts Sharpen Consumer Trade-Down Story
Helen of Troy disclosed a realized drop in retailer replenishment orders tied to softer demand, while Petco, Oxford Industries and Zumiez detailed how price sensitivity and trade-down behavior are reshaping category and promotional dynamics.
Baxter Recalls Duo-Vent Solution Sets
Baxter Healthcare Corporation issued a Class I recall of Duo-Vent Solution Sets after customer reports of air bubbles in the drip chamber and tubing.
Walmart and TJX Buy Back More Stock
Retail giants kept buying shares while software and home-goods firms paused or stopped repurchases.
Hormel Raises Adjusted Earnings Outlook to $1.45-$1.51
The branded food company posted $2.96 billion of third-quarter net sales as organic sales reversed from growth to a 2% decline.
Dollar General Lifts Full-Year EPS Outlook to $8.00
The neighborhood general store posted $2.48 a share in the 13 weeks ended July 31, 2026, and raised its fiscal 2026 earnings range.
Best Buy Lifts Comparable Sales Outlook to 3.0%
The electronics retailer posted 4.1% enterprise comparable sales growth in the 13 weeks ended Aug. 1 and raised full-year adjusted diluted EPS guidance to $6.70 to $6.90.
Affirm RLTC Growth Accelerates to 41% Year Over Year
Revenue less transaction costs reached $498 million in the third fiscal quarter as GMV growth cooled to 35%.
Electronics Distributors Face Widening Supply Chain Squeeze
Four electronics companies said memory, sole-source parts, supplier consolidation, and tariffs are tightening their supply chains at once.
Zoom Enterprise Revenue Grows 7.8% to $787.5 Million
The collaboration software company posted second-quarter revenue of $1,277.2 million, up 4.9% from a year earlier.
Williams-Sonoma Raises Fiscal 2026 Outlook After Comp Acceleration
Comparable brand revenue rose 6.2% in the second quarter, and the company lifted its full-year comp range to 4.0% to 6.5%.
Semtech Sales Reach Record $341.9 Million
The semiconductor maker guided third-quarter net sales of $410.0 million plus or minus $5.0 million.
Smucker Raises Fiscal 2027 Outlook After Tariff Refunds
Adjusted earnings were $3.24 a share, including an $0.84 tariff-refund benefit, and the company lifted its full-year adjusted earnings range to $10.50–$11.00.
HP Raises Fiscal 2026 Outlook After Record Third-Quarter Sales
The company lifted full-year non-GAAP EPS to $3.19–$3.29 and free cash flow to $3.0–$3.2 billion after $15.7 billion of third-quarter net revenue.
Dick's Cuts 2026 Earnings Outlook to $10.94–$11.94
The sports retailer posted $3.50 a share in the second quarter as Foot Locker comps turned negative 3.6%.
Valley National Bancorp to Buy Providence Financial for $247 Million
The mixed cash-and-stock deal adds a Chicagoland branch network to Valley’s commercial franchise.
Booz Allen to Buy Ultra Mission Solutions for $720 Million
The defense-technology firm will fold Ultra’s encryption and edge-compute products into its AI-driven battle-management portfolio.
Somnigroup to Buy Leggett & Platt in $2.5 Billion All-Stock Deal
Shareholders of the 143-year-old components maker approved the merger, clearing the way for the bedding giant to deepen its vertical integration.
CoStar Group Completes $800 Million All-Cash Acquisition of Zonda
The deal extends CoStar's data and marketplace reach into the nearly $1 trillion U.S. new-home construction market.
Institutions Rotate Into Semis, Retail, and Industrials
Second-quarter 13F positioning added $92.5 million to semiconductors and $51.8 million to retail and consumer names, and trimmed software and cloud by $36.6 million.
BJ's Raises Fiscal 2026 Adjusted EPS After Comp Sales Reaccelerate
Comparable club sales rose 11.9% in the second quarter, and the company lifted full-year adjusted EPS to $4.60 to $4.80.
Charter Communications to Buy Cox Communications and Liberty Broadband in $15 Billion Deal
The mixed-consideration transaction aims to create a national leader in broadband and video while accelerating the integration of Liberty Broadband.
Performance Food Group Swings Back to Profit Growth as Margins Widen
Performance Food Group (PFGC) reported fourth-quarter net income of $162.3 million, up 23.4% from a year earlier and a reversal from the prior quarter's 28.5% decline.
Toll Brothers Profit Drops 24% as Deliveries Slide, Margins Shrink
The luxury homebuilder posted $280.1 million in net income as delivered volume fell 10% and adjusted gross margin narrowed for a third consecutive quarter.
Mercury Systems Bookings Nearly Double as Backlog Hits Record $1.9 Billion
Mercury Systems (MRCY) closed fiscal 2026 with fourth-quarter bookings of $660 million, up 93.1% from a year earlier, even as revenue growth slowed to 6.1%.
Jack Henry's Fourth-Quarter Margin Contracts as Spending Outpaces Revenue
The financial-technology provider's GAAP operating margin fell 410 basis points in the quarter even as faster-payments revenue surged 47%.
Copart Brings Back Former CEO Adair as Revenue Growth Stalls
The vehicle auctioneer posted $1.2 billion in quarterly revenue, up 2.1%, as it reshuffled its leadership ranks.
Rexford Industrial to Sell $1.2 Billion Industrial Portfolio in Asset-Purchase Deal
The sale advances Rexford's $2.0 billion portfolio realignment, with proceeds earmarked for 2027 debt repayment, buybacks and internal development.
BioMarin to Buy Alesta Therapeutics in $275 Million Cash Deal
The acquisition aims to expand BioMarin's presence in larger rare disease markets via a potential oral alternative to injectable therapies.
Universal Health Services Completes Acquisition of Talkspace
The deal creates the nation's first full continuum of behavioral healthcare, linking virtual, outpatient and inpatient services under one roof.