Latest news with #S&PMidCap
Yahoo
19-05-2025
- Business
- Yahoo
Pegasystems Set to Join S&P MidCap 400
NEW YORK, May 19, 2025 /PRNewswire/ -- Pegasystems Inc. (NASD: PEGA) will replace Nordstrom Inc. (NYSE: JWN) in the S&P MidCap 400 effective prior to the opening of trading on Thursday, May 22. The Nordstrom family and El Puerto de Liverpool S.A.B. de C.V. (BMV: LIVEPOL) are acquiring Nordstrom in a deal expected to be completed on May 20. Following is a summary of the changes that will take place prior to the open of trading on the effective date: Effective Date Index Name Action Company Name Ticker GICS Sector May 22, 2025 S&P MidCap 400 Addition Pegasystems PEGA Information Technology May 22, 2025 S&P MidCap 400 Deletion Nordstrom JWN Consumer Discretionary For more information about S&P Dow Jones Indices, please visit ABOUT S&P DOW JONES INDICES S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets. S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence. For more information, visit FOR MORE INFORMATION: S&P Dow Jones Indicesindex_services@ Media View original content: SOURCE S&P Dow Jones Indices Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29-04-2025
- Business
- Yahoo
Okta Set to Join S&P MidCap 400
NEW YORK, April 28, 2025 /PRNewswire/ -- Okta Inc. (NASD: OKTA) will replace Berry Global Group Inc. (NYSE: BERY) in the S&P MidCap 400 effective prior to the opening of trading on Thursday, May 1. S&P 500 constituent Amcor plc (NYSE: AMCR) is acquiring Berry Global Group in a deal expected to close soon, pending final closing conditions. Following is a summary of the changes that will take place prior to the open of trading on the effective date: Effective Date Index Name Action Company Name Ticker GICS Sector May 1, 2025 S&P MidCap 400 Addition Okta OKTA Information Technology May 1, 2025 S&P MidCap 400 Deletion Berry Global Group BERY MaterialsFor more information about S&P Dow Jones Indices, please visit ABOUT S&P DOW JONES INDICES S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets. S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence. For more information, visit FOR MORE INFORMATION: S&P Dow Jones Indicesindex_services@ Media View original content: SOURCE S&P Dow Jones Indices Sign in to access your portfolio
Forbes
24-04-2025
- Automotive
- Forbes
Earnings Watch: How Will Ford's Results Impact Its Stock Price?
Ford Motor is scheduled to report earnings on May 5, 2025. Analysts expect earnings of approximately $0.01 per share, down from $0.49 per share in the same quarter a year ago, while revenues are projected to be around $35.3 billion, an 11.6% decline from last year. The company has already disclosed its U.S. Q1 vehicle delivery figures, showing a 1.3% year-over-year decrease, driven by model discontinuations and the timing of certain rental fleet sales. By contrast, Ford's main competitor, General Motors, reported a 17% year-over-year increase in U.S. sales for Q1 2025. Nevertheless, Ford's pickup truck deliveries—including the Maverick, Ranger, and F-Series—grew by 25%, which likely helped mitigate margin and profitability pressures. The company's current market capitalization stands at $38 billion. Over the past twelve months, revenue totaled $185 billion, with operating profit of $5.2 billion and net income of $5.9 billion. For investors seeking upside with less volatility than single stocks, the Trefis High-Quality portfolio offers an alternative, having outperformed the S&P 500 and delivered returns of over 91% since inception. See the earnings reaction history for all stocks Key observations for one-day (1D) post-earnings returns include: Additional statistics for observed five-day (5D) and 21-day (21D) post-earnings returns are summarized in the table below. F 1D, 5D, and 21D post-earnings return Trefis A less risky strategy—though only effective if correlations are significant—is to analyze the relationship between short-term and medium-term post-earnings returns, identify the highest-correlated pair, and trade accordingly. For instance, if 1D and 5D returns show the strongest correlation, a trader might go 'long' for the following five days when the 1D post-earnings return is positive. Below is correlation data based on both five-year and three-year (more recent) periods. Note that '1D_5D' denotes the correlation between one-day post-earnings returns and the subsequent five-day returns. Learn more about the Trefis RV strategy, which has outperformed its all-cap stocks benchmark—a combination of the S&P 500, S&P MidCap, and Russell 2000—to deliver strong returns for investors. Alternatively, if you seek upside with smoother volatility than an individual stock like Ford Motor, consider the Trefis High-Quality portfolio, which has also outperformed the S&P 500 and achieved returns exceeding 91% since inception.
Forbes
22-04-2025
- Business
- Forbes
Boeing Earnings: A Coin Flip For Investors?
Boeing is scheduled to release its earnings report on Wednesday, April 23, 2025. Historically, the stock's response to earnings has been balanced. Over the past five years, Boeing has recorded a positive one-day return following earnings in 50% of cases, with a median gain of 1.7% and a maximum one-day increase of 8.7%. Trefis For event-driven traders, while historical data points to an equal likelihood of upward or downward movement, recognizing these patterns can be informative. Two potential strategies include: The consensus outlook forecasts a loss of $1.28 per share on revenue of $19.9 billion this quarter, compared to a loss of $1.13 per share on $16.6 billion in revenue during the same period last year. Notably, Boeing's commercial aircraft deliveries surged to 130 in Q1, up from 83 a year ago. This jump points to solid revenue growth. However, persistent challenges and increased operating costs are expected to widen the loss for the quarter. Beyond the numbers, investors will closely watch management's commentary on the broader economic environment, particularly regarding tariffs and rising trade tensions with China. Reports that China requested its airlines to pause Boeing deliveries in response to U.S. tariffs add uncertainty. Boeing's dependency on imported components also heightens its vulnerability to trade disruptions, which could drive up costs and reduce production efficiency. Some key findings regarding one-day (1D) post-earnings movements: Additional statistics for 5-Day (5D) and 21-Day (21D) post-earnings returns are illustrated in the table below. BA observed 1D, 5D, and 21D returns post earnings Trefis One lower-risk approach (assuming meaningful correlation exists) is to evaluate the relationship between short-term and medium-term post-earnings returns, identify the strongest correlation pair, and trade accordingly. For instance, if 1D and 5D show a strong correlation, traders may go long for five days if the 1D return is positive. The table below presents correlation data from 5-year and 3-year periods. '1D_5D' refers to the correlation between 1-day and 5-day post-earnings returns. Discover more about the Trefis RV strategy, which has outperformed its all-cap benchmark index (including the S&P 500, S&P MidCap, and Russell 2000), generating impressive investor returns. For a more stable investment path compared to single stocks like IBM, you might also consider the High-Quality Portfolio, which has surpassed the S&P with returns of over 91% since inception. Invest with Trefis Market Beating Portfolios | Rules-Based Wealth
Forbes
22-04-2025
- Business
- Forbes
How To Trade IBM Stock Ahead of Its Earnings?
20 March 2025, Bavaria, Munich: The IBM logo at the headquarters of IBM Germany in the Highlight ... More Towers in Parkstadt Schwabing in Munich (Bavaria). Photo: Matthias Balk/dpa (Photo by Matthias Balk/picture alliance via Getty Images) International Business Machines is set to announce its earnings on Wednesday, April 23, 2025. Historical trends indicate that the stock often responds positively to earnings releases. Over the last five years, IBM has delivered positive one-day returns in 60% of earnings announcements, with a median gain of 4.8% and a maximum single-day jump of 13%. For event-driven traders, analyzing these historical trends may offer an edge, though actual stock movement will ultimately depend on how results align with market expectations and analyst estimates. Two primary trading strategies emerge: IBM currently commands a market capitalization of $221 billion. Over the trailing twelve months, the company has posted $63 billion in revenue, with $10 billion in operating profit and $6.0 billion in net income. Consensus projections for the upcoming earnings call for earnings per share of $1.43 on revenue of $14.4 billion. This is a decline compared to the $1.68 EPS and $14.5 billion in sales from the same quarter last year, which had included a one-time gain from the sale of the Weather Company. For those looking for upside potential with less volatility than individual stocks, the Trefis High-Quality Portfolio is a compelling alternative, having outperformed the S&P 500 with returns exceeding 91% since launch. See earnings reaction history of all stocks Key insights on one-day (1D) returns after earnings: Further details for 5-day (5D) and 21-day (21D) post-earnings returns are available in the table below. IBM observed 1D, 5D, and 21D returns post earnings A more conservative trading strategy—assuming a strong correlation exists—is to assess how short-term post-earnings movements align with medium-term outcomes. If, for instance, 1D and 5D returns exhibit the highest correlation, a trader could adopt a 'long' position for the next 5 days following a positive 1D return. Below is correlation data based on both 5-year and 3-year records. Note that 1D_5D denotes the relationship between the 1-day and 5-day post-earnings returns. IBM Correlation Between 1D, 5D and 21D Historical Returns Discover more about the Trefis RV strategy, which has outperformed its all-cap benchmark index (including the S&P 500, S&P MidCap, and Russell 2000), generating impressive investor returns. For a more stable investment path compared to single stocks like IBM, you might also consider the High-Quality Portfolio, which has surpassed the S&P with returns of over 91% since inception. Invest with Trefis Market Beating Portfolios | Rules-Based Wealth
