Hot Stocks
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Jana Partners disclosed… Jana Partners disclosed in an SEC filing its holdings as of December 31, 2020. Jana's four new buys during the fourth quarter included, by size of position, LabCorp (LH), TreeHouse Foods (THS), Tegna (TGNA), and W.R. Grace (GRA). The fund exited three positions during the quarter, including by size of previous position Callaway Golf (ELY) and Brink's Company (BCO). Jana increased its stake in two holdings, including by size of previous position Perspecta (PRSP) and Encompass Health (EHC). The fund decreased its stake in three holdings, including by size of previous position SPDR S&P 500 ETF Trust (SPY), Bloomin' Brands (BLMN), and New Relic (NEWR). Jana's top holdings as of December 31, in order of size, were Conagra (CAG), Perspecta, Encompass Health, LabCorp, and SPDR S&P 500 ETF Trust. ShowHide Related Items >><< - 02/10/21
- TreeHouse says board will review Jana's board nominees
- 02/10/21
- TreeHouse rises 17.5%
- 02/10/21
- TreeHouse rises 15.6%
- 02/10/21
- TreeHouse jumps after Jana reports stake, says sale may be discussed
- 02/10/21
- Entercom announces content agreement with Tegna podcast network
- 01/27/21
- Tegna acquires Locked On Podcast Network
- 01/21/21
- Tegna to evaluate Standard General board nominees
- 01/07/21
- Tegna, FreeWheel announce new multi-year deal
SPY SPDR S&P 500 ETF Trust - 02/16/21
- Starboard Value buys ON Semi, cuts Advance Auto stake in Q4
- 02/01/21
- Robinhood raises $3.4B to continue investing in customer growth
- 01/26/21
- Biden announces plans for U.S. to buy 200M extra COVID-19 doses
- 01/25/21
- Minnesota DOH reports first U.S. case of COVID-19 variant first found in Brazil
- 01/27/21
- Perspecta trading resumes
- 01/27/21
- Veritas Capital to acquire Perspecta in all-cash transaction valued at $7.1B
- 01/27/21
- Veritas Capital to acquire Perspecta in all-cash transaction valued at $7.1B
- 01/27/21
- Perspecta trading halted, news pending
- 02/05/21
- New Relic falls -16.3%
- 02/05/21
- New Relic falls -17.4%
- 02/05/21
- New Relic falls -19.4%
- 01/12/21
- New Relic announces integration with Snowflake
- $236.18 /
-1.835 (-0.77%) - 02/11/21
- LabCorp sees FY21 free cash flow $1.7B-$1.9B
- 01/19/21
- LabCorp appoints Dr. Deborah Ann Sesok-Pizzini as Chief Medical Officer
- 01/07/21
- LabCorp awarded CDC contract to study COVID-19 variants
- 12/21/20
- Walgreens Boots Alliance, LabCorp: Pixel by Labcorp COVID-19 kit now available
- 02/09/21
- W.R. Grace targeting long-term sales growth of mid-single digits
- 02/09/21
- W.R. Grace raises dividend to 33c
- 01/15/21
- W R Grace and Co trading resumes
- 01/15/21
- W.R. Grace responds to 40 North, says 'willing to discuss a sale'
- 02/10/21
- Callaway Golf drops 8% to $28.91 after Q4 earnings misses estimates
- 01/04/21
- Callaway Golf says Jon Rahm has joined its Tour professional staff
- 11/16/20
- Jana Partners buys Encompass Health, exits Hillebrand in Q3
- 11/09/20
- Callaway Golf CEO says 'Q3's trends have thus far continued into Q4'
- 02/08/21
- Encompass Health to build 40-bed inpatient rehabilitation hospital in Oklahoma
- 01/26/21
- Encompass Health: 'No decision has been made' on home health and hospice unit
- 01/06/21
- Encompass Health, UnityPoint Health to build rehabilitation hospital in Illinois
- 12/09/20
- Encompass Health exploring alternatives for Home Health and Hospice business
- 01/25/21
- Post Holdings completes acquisition of Conagra Brands' Peter Pan brand
- 01/07/21
- Conagra Brands reports gross debt reduction of $2.3B since Pinnacle Foods close
- 01/07/21
- Conagra Brands CEO: Q2 results 'reflect strong performance across the business'
- 12/28/20
- Conagra Brands issues SASB disclosure for 2020
- 10/29/20
- Brink's sees FY21 adjusted EBITDA $615M-$805M
- 08/26/20
- Brink's announces $50M acclerated share repurchase
- $236.18 /
-1.835 (-0.77%) - 02/12/21 JPMorgan
- LabCorp price target raised to $279 from $261 at JPMorgan
- 02/12/21 Mizuho
- LabCorp price target raised to $267 from $242 at Mizuho
- 02/12/21 Citi
- LabCorp price target raised to $278 from $257 at Citi
- 01/29/21 Citi
- LabCorp price target raised to $257 from $249 at Citi
- 02/12/21 Truist
- TreeHouse downgraded to Hold from Buy at Truist
- 02/12/21 Truist
- TreeHouse downgraded to Hold from Buy at Truist
- 02/12/21 BofA
- TreeHouse downgraded to Neutral from Buy at BofA
- 02/12/21 BofA
- TreeHouse downgraded to Neutral from Buy at BofA
- 01/08/21 Barrington
- Tegna price target raised to $20 from $18 at Barrington
- 12/16/20 Huber Research
- Tegna downgraded to Underweight from Overweight at Huber Research
- 08/11/20 Wells Fargo
- Tegna upgraded to Overweight from Equal Weight at Wells Fargo
- 04/16/20 Wells Fargo
- Tegna price target lowered to $11 from $18 at Wells Fargo
- 02/10/21 Credit Suisse
- W.R. Grace price target raised to $69 from $57 at Credit Suisse
- 01/19/21 CL King
- W.R. Grace price target raised to $70 from $67 at CL King
- 01/19/21 Monness Crespi
- W.R. Grace expresses 'openness' to work with 40 North, says Monness Crespi
- 01/15/21 Wells Fargo
- W.R. Grace response to 40 North suggests higher odds of deal, says Wells Fargo
- 02/16/21 Cowen
- Callaway Golf valuation looks rich, Cowen downgrades to Market Perform
- 02/16/21 Cowen
- Callaway Golf downgraded to Market Perform from Outperform at Cowen
- 02/11/21 B. Riley Securities
- Callaway Golf price target raised to $35 from $33 at B. Riley Securities
- 02/08/21 Jefferies
- Jefferies says buy Callaway Golf into Q4 EPS report
- 01/15/21 Truist
- Brink's price target raised to $96 from $90 at Truist
- 12/15/20 Truist
- Brink's price target raised to $90 from $80 at Truist
- 05/18/20 Standpoint Research
- Brink's upgraded to Buy from Hold at Standpoint Research
- 05/07/20 Imperial Capital
- Brink's price target lowered to $80 from $98 at Imperial Capital
- 02/08/21 Stifel
- Stifel cuts Perspecta rating to Hold as results unlikely to attract new bidders
- 02/08/21 Stifel
- Perspecta downgraded to Hold from Buy at Stifel
- 01/27/21 Stifel
- CACI 'very likely' to bid on Perspecta as well, says Stifel
- 06/12/20 William Blair
- William Blair sees near-term takeover of Perspecta as unlikely despite Jana news
- 01/28/21 Credit Suisse
- Encompass Health price target lowered to $92 from $97 at Credit Suisse
- 01/28/21 Deutsche Bank
- Encompass Health price target raised to $87 from $70 at Deutsche Bank
- 01/15/21 UBS
- Encompass Health price target raised to $106 from $85 at UBS
- 12/18/20 Mizuho
- Encompass Health price target raised to $90 from $87 at Mizuho
SPY SPDR S&P 500 ETF Trust - 01/07/21 Credit Suisse
- Credit Suisse raises 2021 S&P 500 target to 4,200, sees 12% upside
- 11/09/20 JPMorgan
- JPMorgan sees S&P 500 hitting 4,000 by early next year
- 09/01/20
- Fed's Brainard says monetary policy to pivot from stabilization to accommodation
- 08/17/20 Goldman Sachs
- Goldman boosts end of 2020 S&P 500 target to 3,600 from 3,000
- 01/25/21 JPMorgan
- Bloomin' Brands price target raised to $25 from $22 at JPMorgan
- 01/22/21 Deutsche Bank
- Bloomin' Brands price target raised to $26 from $22 at Deutsche Bank
- 01/19/21 Goldman Sachs
- Bloomin' Brands initiated with a Sell at Goldman Sachs
- 12/14/20 JPMorgan
- Bloomin' Brands price target raised to $22 from $20 at JPMorgan
- 02/05/21
- Fly Intel: Top five analyst downgrades
- 02/05/21 Raymond James
- New Relic downgraded to Market Perform from Strong Buy at Raymond James
- 02/05/21 Loop Capital
- New Relic price target raised to $70 from $60 at Loop Capital
- 02/05/21 BMO Capital
- New Relic price target raised to $71 from $64 at BMO Capital
- 01/12/21 Jefferies
- Conagra Brands price target lowered to $40 from $41 at Jefferies
- 01/08/21 Credit Suisse
- Conagra Brands price target lowered to $33 from $34 at Credit Suisse
- 01/05/21 Credit Suisse
- Conagra Brands downgraded to Underperform from Neutral at Credit Suisse
- 09/29/20 RBC Capital
- Conagra Brands product line benefits from current environment, says RBC Capital
- 02/11/21
- TreeHouse sees 2021 adjusted EPS $2.80-$3.20, consensus $3.02
- 02/11/21
- TreeHouse reports Q4 adjusted EPS $1.07, consensus $1.06
- 02/10/21
- Notable companies reporting before tomorrow's open
- 01/06/21
- Tegna sees FY20 revenue $2.93B-$2.94B, consensus $2.91B
- 01/06/21
- Tegna reports preliminary Q4 revenue $932M-$937M, consensus $904.12M
- 11/09/20
- Tegna reports Q3 EPS 59c, consensus 49c
- 10/15/20
- Tegna sees Q3 revenue up 34% to $738M, consensus 677.74M
- 02/05/21
- Perspecta reports Q3 adjusted EPS 56c, consensus 52c
- 11/10/20
- Perspecta raises FY21 adj. EPS view to $2.03-$2.11 from $1.90-$2.03
- 11/10/20
- Perspecta reports Q2 adjusted EPS 53c, consensus 50c
- 02/04/21
- New Relic sees Q4 EPS (45c)-(49c), consensus (12c)
- 02/04/21
- New Relic reports Q3 EPS (14c), consensus (14c)
- 11/05/20
- New Relic sees Q3 adjusted EPS (17c)-(13c), consensus (2c)
- 11/05/20
- New Relic reports Q2 EPS (7c), consensus 1c
- $236.18 /
-1.835 (-0.77%) - 02/11/21
- LabCorp sees FY21 adjusted EPS $19.00-$23.00, consensus $20.14
- 02/11/21
- LabCorp reports Q4 adjusted EPS $10.56, consensus $8.11
- 10/27/20
- LabCorp continues to not provide 2020 guidance
- 10/27/20
- LabCorp reports Q3 adjusted EPS $8.41, consensus $5.25
- 02/09/21
- W.R. Grace sees Q1 adjusted EPS 77c-80c, consensus 83c
- 02/09/21
- W.R. Grace sees FY21 adjusted EPS $3.63-$3.93, consensus $3.84
- 02/09/21
- W.R. Grace reports Q4 adjusted EPS 88c, consensus 86c
- 10/28/20
- W.R. Grace sees Q4 adjusted EPS 84c-88c, consensus 94c
- 02/10/21
- Callaway Golf reports Q4 adjusted EPS (33c), consensus (19c)
- 02/10/21
- Notable companies reporting after market close
- 11/09/20
- Callaway Golf not providing Q4 guidance
- 11/09/20
- Callaway Golf reports Q3 adjusted EPS 60c, consensus 38c
- 01/26/21
- Encompass Health provides 2020-2025 growth targets
- 01/26/21
- Encompass Health sees FY21 adjusted EPS $3.31-$3.53, consensus $3.83
- 01/26/21
- Encompass Health reports Q4 adjusted EPS 93c, consensus 85c
- 10/28/20
- Encompass Health sees Q4 adjusted EPS 79c-90c, consensus 93c
- 01/07/21
- Conagra Brands says sale of Peter Pan unit to reduce annual sales by ~$110M
- 01/07/21
- Conagra Brands backs FY22 adjusted EPS view $2.66-$2.76
- 01/07/21
- Conagra Brands sees Q3 adjusted EPS 56c-60c, consensus 56c
- 01/07/21
- Conagra Brands reports Q2 adjusted EPS 81c, consensus 73c
- 10/23/20
- Bloomin' Brands reports Q3 adj. EPS (12c), consensus (35c)
- 10/22/20
- Notable companies reporting before tomorrow's open
- 01/21/21
- Brink's expects Q4 revenue of approx. $1.02B, consensus $981.99M
- 10/29/20
- Brink's sees FY20 adjusted EPS $2.90-$3.10, consensus $2.30
- 10/29/20
- Brink's reports Q3 adjusted EPS 86c, consensus 46c
- 02/10/21
- Jana pushing TreeHouse to explore potential sale, Bloomberg reports
- 10/02/20
- Supreme Court to hear FCC push to ease media ownership rules, Reuters reports
SPY SPDR S&P 500 ETF Trust - 02/11/21
- White House secures deals for additional 200M COVID-19 vaccine doses, CNBC says
- 02/10/21
- Germany extending virus lockdown until March 7, AP reports
- 02/08/21
- Gove says Britain, EU need reset after Northern Ireland threat, Reuters says
- 02/03/21
- Biden indicates openness to sending direct checks to smaller group, WSJ says
- 12/10/20
- Perspecta working with Goldman to weigh options, Dealreporter says
- 11/09/20
- Perspecta said to weigh strategic options, Bloomberg says
- 08/20/20
- New Relic 'worth keeping an eye on' after board changes, Dealreporter says
- $236.18 /
-1.835 (-0.77%) - 01/12/21
- LabCorp CEO: COVID vaccine recipients don't need antibody test after, CNBC says
- 10/10/20
- LabCorp 'now on a roll' after being tested by COVID, Barron's says
- 11/04/20
- Callaway 'could be even more vulnerable' to activist, Dealreporter says
- 10/27/20
- Callaway Golf close to deal to buy rest of Topgolf, WSJ reports
- 01/29/21
- Encompass Health activist Jana not 'appeased' by Q4 earnings, The Deal says
- 02/16/21
- Kraft Heinz, Conagra Brands could raise cost of certain goods, Reuters reports
- 02/12/21
- Initiation of 'disrupter' Inovio among today's top calls on Wall Street
- 10/15/20
- Fly Intel: Pre-market Movers
- 01/27/21
- Fly Intel: Wall Street's top stories for Wednesday
- 01/27/21
- Fly Intel: Pre-market Movers
- 02/05/21
- Peloton downgrade among today's top calls on Wall Street
- 02/04/21
- Fly Intel: After-Hours Movers
- 11/24/20
- Target upgrade, Microsoft initiation among today's top calls on Wall Street
- 11/05/20
- Fly Intel: After-Hours Movers
- $236.18 /
-1.835 (-0.77%) - 08/27/20
- Abbott Labs jumps after securing FDA approval for $5 COVID-19 test
- 11/09/20
- Fly Intel: Wall Street's top stories for Monday
- 02/11/21
- Fly Intel: Pre-market Movers
- 02/10/21
- Fly Intel: After-Hours Movers
- 10/28/20
- Fly Intel: Wall Street's top stories for Wednesday
- 10/28/20
- Fly Intel: Wall Street's top stories at midday
- 01/07/21
- Fly Intel: Pre-market Movers
- 10/23/20
- Fly Intel: Wall Street's top stories for Friday
- 10/23/20
- Fly Intel: Wall Street's top stories at midday
- 10/23/20
- Fly Intel: Pre-market Movers
- 09/01/20
- Qualcomm, Zoom Video upgrades among today's top calls on Wall Street
- 01/21/21
- Early notable gainers among liquid option names on January 21st
- 10/15/20
- Early notable gainers among liquid option names on October 15th
SPY SPDR S&P 500 ETF Trust - 11/09/20
- Options markets on track for record option volume
- $236.18 /
-1.835 (-0.77%) - 10/27/20
- Early notable gainers among liquid option names on October 27th
- 10/16/20
- Early notable gainers among liquid option names on October 16th
- 11/11/20
- Unusually active option classes on open November 11th
- 10/27/20
- Callaway Golf call volume above normal and directionally bullish
- 10/26/20
- Callaway Golf call volume above normal and directionally bullish
- 10/07/20
- Unusual call flow in option market yesterday
- 12/14/20
- Unusual call flow in option market yesterday
- 12/11/20
- Call calendar and put sale pop up in Bloomin' Brands
SPY SPDR S&P 500 ETF Trust - 02/12/21
- On The Fly: Weekly technical notes for S&P 500
- 02/12/21
- On The Fly: ETF fund flow highlights
- 02/12/21
- SPDR S&P 500 ETF Trust: Pivot points
- 02/11/21
- SPDR S&P 500 ETF Trust: Pivot points
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Hot Stocks
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Encompass Health and… Encompass Health and Ascension St. John announced their plans to construct a 40-bed inpatient rehabilitation hospital on East 86th Street North in Owasso, Oklahoma, a northern suburb of Tulsa, Oklahoma. The future hospital is the joint venture's second location. Complementing local acute care services like those provided by Ascension St. John Owasso, the future hospital will offer physical, occupational and speech therapies, and 24-hour nursing care, to restore functional ability and quality of life. The hospital will feature all private patient rooms, a spacious therapy gym with advanced rehabilitation technologies and activities of daily living suite, cafeteria, dining room, pharmacy and therapy courtyard. ShowHide Related Items >><< - 01/26/21
- Encompass Health: 'No decision has been made' on home health and hospice unit
- 01/06/21
- Encompass Health, UnityPoint Health to build rehabilitation hospital in Illinois
- 12/09/20
- Encompass Health exploring alternatives for Home Health and Hospice business
- 11/16/20
- Jana Partners buys Encompass Health, exits Hillebrand in Q3
- 01/28/21 Credit Suisse
- Encompass Health price target lowered to $92 from $97 at Credit Suisse
- 01/28/21 Deutsche Bank
- Encompass Health price target raised to $87 from $70 at Deutsche Bank
- 01/15/21 UBS
- Encompass Health price target raised to $106 from $85 at UBS
- 12/18/20 Mizuho
- Encompass Health price target raised to $90 from $87 at Mizuho
- 01/26/21
- Encompass Health provides 2020-2025 growth targets
- 01/26/21
- Encompass Health sees FY21 adjusted EPS $3.31-$3.53, consensus $3.83
- 01/26/21
- Encompass Health reports Q4 adjusted EPS 93c, consensus 85c
- 10/28/20
- Encompass Health sees Q4 adjusted EPS 79c-90c, consensus 93c
- 01/29/21
- Encompass Health activist Jana not 'appeased' by Q4 earnings, The Deal says
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