Latest news with #ArielFund
Yahoo
21-07-2025
- Business
- Yahoo
Here's Why Core Laboratories (CLB) Traded Lower in Q2
Ariel Investments, an investment management company, released its 'Ariel Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter was a volatile period. Stocks fell sharply in early April following the 'Liberation Day' tariff announcement, pushing the market close to bear market territory. Later, the pause in plans led to a strong recovery. Excitement for artificial intelligence (AI) stocks reignited, with positive economic data and strong corporate earnings driving U.S. indices to new all-time highs. Growth stocks outperformed value stocks, and large caps continued to outperform their small-cap counterparts. Against this backdrop, Ariel Fund returned 6.96% in the quarter, lagging behind both the Russell 2500 Value Index's +7.29% return and exceeding the Russell 2000 Value Index's +4.97% gain. For more information on the fund's top picks in 2025, please check its top five holdings. In its second quarter 2025 investor letter, Ariel Fund highlighted stocks such as Core Laboratories Inc. (NYSE:CLB). Core Laboratories Inc. (NYSE:CLB) offers reservoir description and enhancement services and products to the energy industry. The one-month return of Core Laboratories Inc. (NYSE:CLB) was -2.06%, and its shares lost 49.62% of their value over the last 52 weeks. On July 18, 2025, Core Laboratories Inc. (NYSE:CLB) stock closed at $11.40 per share, with a market capitalization of $534.465 million. Ariel Fund stated the following regarding Core Laboratories Inc. (NYSE:CLB) in its second quarter 2025 investor letter: "By comparison, oil services company, Core Laboratories Inc. (NYSE:CLB) traded lower in the quarter on mixed earnings results. Although increased demand for diagnostic services in U.S. onshore and offshore markets aided the Production Enhancement segment, this growth was neutralized by weaker-than-expected Reservoir Description performance due to seasonality, geopolitical tensions, tariff concerns and commodity price volatility. Importantly, management noted tariffs should not have a significant impact on the business given its service-related revenue. CLB's product sales are also primarily manufactured and consumed domestically. Looking ahead, the company continues to project international growth from projects in the Middle East, Asia Pacific and West Africa and remains laser focused on generating positive free cash flow, reducing debt and improving its return on invested capital." A drilling rig manned by engineers and oil field workers preparing to explore a new petroleum reservoir. Core Laboratories Inc. (NYSE:CLB) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 13 hedge fund portfolios held Core Laboratories Inc. (NYSE:CLB) at the end of the first quarter, compared to 18 in the previous quarter. While we acknowledge the potential of Core Laboratories Inc. (NYSE:CLB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
21-07-2025
- Business
- Yahoo
J.M. Smucker Co. (SJM) Rose on Continued Challenges at Hostess
Ariel Investments, an investment management company, released its 'Ariel Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter was a volatile period. Stocks fell sharply in early April following the 'Liberation Day' tariff announcement, pushing the market close to bear market territory. Later, the pause in plans led to a strong recovery. Excitement for artificial intelligence (AI) stocks reignited, with positive economic data and strong corporate earnings driving U.S. indices to new all-time highs. Growth stocks outperformed value stocks, and large caps continued to outperform their small-cap counterparts. Against this backdrop, Ariel Fund returned 6.96% in the quarter, lagging behind both the Russell 2500 Value Index's +7.29% return and exceeding the Russell 2000 Value Index's +4.97% gain. For more information on the fund's top picks in 2025, please check its top five holdings. In its second quarter 2025 investor letter, Ariel Fund highlighted stocks such as The J. M. Smucker Company (NYSE:SJM). The J. M. Smucker Company (NYSE:SJM) manufactures and markets branded food and beverage products. The one-month return of The J. M. Smucker Company (NYSE:SJM) was 9.07%, and its shares lost 8.66% of their value over the last 52 weeks. On July 18, 2025, The J. M. Smucker Company (NYSE:SJM) stock closed at $106.16 per share, with a market capitalization of $11.326 billion. Ariel Fund stated the following regarding The J. M. Smucker Company (NYSE:SJM) in its second quarter 2025 investor letter: "Leading manufacturer of consumer food products, The J. M. Smucker Company (NYSE:SJM) also declined during the period. Quarterly earnings benefitted from the company's legacy businesses anchored by the Uncrustables brand and coffee portfolio, however continued challenges at Hostess weighed on results. Meanwhile, management delivered disappointing fiscal year 2026 guidance due to expected profit declines driven by inflation related to higher expected coffee costs, tariffs and continued weakness at Hostess. SJM remains focused on stabilizing revenue and management believes SKU and display rationalization alongside marketing investments will help. Longer-term, we continue to believe SJM's portfolio of iconic and emerging foods brands, coupled with its broad based innovation and productivity agenda, supports an attractive total shareholder return opportunity." A wholesaler distributing peanut butter, fruit spreads and specialty spreads to a retailer. The J. M. Smucker Company (NYSE:SJM) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 37 hedge fund portfolios held The J. M. Smucker Company (NYSE:SJM) at the end of the first quarter, compared to 37 in the previous quarter. While we acknowledge the potential of The J. M. Smucker Company (NYSE:SJM) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered The J. M. Smucker Company (NYSE:SJM) and shared the list of consumer defensive stocks to buy. Ariel Fund highlighted The J. M. Smucker Company (NYSE:SJM) last quarter, citing strong earnings beat and a raised FY25 EPS outlook as key drivers of its performance. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
21-07-2025
- Business
- Yahoo
Northern Trust Corporation (NTRS) Rose on Strong Earnings and a Merger Rumor
Ariel Investments, an investment management company, released its 'Ariel Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter was a volatile period. Stocks fell sharply in early April following the 'Liberation Day' tariff announcement, pushing the market close to bear market territory. Later, the pause in plans led to a strong recovery. Excitement for artificial intelligence (AI) stocks reignited, with positive economic data and strong corporate earnings driving U.S. indices to new all-time highs. Growth stocks outperformed value stocks, and large caps continued to outperform their small-cap counterparts. Against this backdrop, Ariel Fund returned 6.96% in the quarter, lagging behind both the Russell 2500 Value Index's +7.29% return and exceeding the Russell 2000 Value Index's +4.97% gain. For more information on the fund's top picks in 2025, please check its top five holdings. In its second quarter 2025 investor letter, Ariel Fund highlighted stocks such as Northern Trust Corporation (NASDAQ:NTRS). Headquartered in Chicago, Illinois, Northern Trust Corporation (NASDAQ:NTRS) is a financial holding company that offers wealth management, asset servicing, and banking solutions. The one-month return of Northern Trust Corporation (NASDAQ:NTRS) was 5.89%, and its shares gained 46.81% of their value over the last 52 weeks. On July 18, 2025, Northern Trust Corporation (NASDAQ:NTRS) stock closed at $127.93 per share, with a market capitalization of $24.887 billion. Ariel Fund stated the following regarding Northern Trust Corporation (NASDAQ:NTRS) in its second quarter 2025 investor letter: "Additionally, leading global financial franchise Northern Trust Corporation (NASDAQ:NTRS) advanced in the quarter following strong quarterly earnings results and rumors of a potential merger with Bank of New York Mellon. In our view, NTRS remains a trusted name offering diversified products in a favorable industry with high barriers to entry. We believe Northern's 135-year track record highlights its stability and strength in navigating macroeconomic volatility with a conservative, operating approach." A successful investor smiling confidently, looking over a stock market report. Northern Trust Corporation (NASDAQ:NTRS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 33 hedge fund portfolios held Northern Trust Corporation (NASDAQ:NTRS) at the end of the first quarter, compared to 42 in the previous quarter. While we acknowledge the potential of Northern Trust Corporation (NASDAQ:NTRS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
21-07-2025
- Business
- Yahoo
Here's Why Core Laboratories (CLB) Traded Lower in Q2
Ariel Investments, an investment management company, released its 'Ariel Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter was a volatile period. Stocks fell sharply in early April following the 'Liberation Day' tariff announcement, pushing the market close to bear market territory. Later, the pause in plans led to a strong recovery. Excitement for artificial intelligence (AI) stocks reignited, with positive economic data and strong corporate earnings driving U.S. indices to new all-time highs. Growth stocks outperformed value stocks, and large caps continued to outperform their small-cap counterparts. Against this backdrop, Ariel Fund returned 6.96% in the quarter, lagging behind both the Russell 2500 Value Index's +7.29% return and exceeding the Russell 2000 Value Index's +4.97% gain. For more information on the fund's top picks in 2025, please check its top five holdings. In its second quarter 2025 investor letter, Ariel Fund highlighted stocks such as Core Laboratories Inc. (NYSE:CLB). Core Laboratories Inc. (NYSE:CLB) offers reservoir description and enhancement services and products to the energy industry. The one-month return of Core Laboratories Inc. (NYSE:CLB) was -2.06%, and its shares lost 49.62% of their value over the last 52 weeks. On July 18, 2025, Core Laboratories Inc. (NYSE:CLB) stock closed at $11.40 per share, with a market capitalization of $534.465 million. Ariel Fund stated the following regarding Core Laboratories Inc. (NYSE:CLB) in its second quarter 2025 investor letter: "By comparison, oil services company, Core Laboratories Inc. (NYSE:CLB) traded lower in the quarter on mixed earnings results. Although increased demand for diagnostic services in U.S. onshore and offshore markets aided the Production Enhancement segment, this growth was neutralized by weaker-than-expected Reservoir Description performance due to seasonality, geopolitical tensions, tariff concerns and commodity price volatility. Importantly, management noted tariffs should not have a significant impact on the business given its service-related revenue. CLB's product sales are also primarily manufactured and consumed domestically. Looking ahead, the company continues to project international growth from projects in the Middle East, Asia Pacific and West Africa and remains laser focused on generating positive free cash flow, reducing debt and improving its return on invested capital." A drilling rig manned by engineers and oil field workers preparing to explore a new petroleum reservoir. Core Laboratories Inc. (NYSE:CLB) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 13 hedge fund portfolios held Core Laboratories Inc. (NYSE:CLB) at the end of the first quarter, compared to 18 in the previous quarter. While we acknowledge the potential of Core Laboratories Inc. (NYSE:CLB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
21-07-2025
- Business
- Yahoo
Adtalem Global Education (ATGE) Surged on Student Enrollment Growth and Raise in Guidance
Ariel Investments, an investment management company, released its 'Ariel Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter was a volatile period. Stocks fell sharply in early April following the 'Liberation Day' tariff announcement, pushing the market close to bear market territory. Later, the pause in plans led to a strong recovery. Excitement for artificial intelligence (AI) stocks reignited, with positive economic data and strong corporate earnings driving U.S. indices to new all-time highs. Growth stocks outperformed value stocks, and large caps continued to outperform their small-cap counterparts. Against this backdrop, Ariel Fund returned 6.96% in the quarter, lagging behind both the Russell 2500 Value Index's +7.29% return and exceeding the Russell 2000 Value Index's +4.97% gain. For more information on the fund's top picks in 2025, please check its top five holdings. In its second quarter 2025 investor letter, Ariel Fund highlighted stocks such as Adtalem Global Education Inc. (NYSE:ATGE). Adtalem Global Education Inc. (NYSE:ATGE) offers workforce solutions that operate through Chamberlain, Walden, and Medical and Veterinary segments. The one-month return of Adtalem Global Education Inc. (NYSE:ATGE) was -8.55%, and its shares gained 49.57% of their value over the last 52 weeks. On July 18, 2025, Adtalem Global Education Inc. (NYSE:ATGE) stock closed at $117.08 per share, with a market capitalization of $4.206 billion. Ariel Fund stated the following regarding Adtalem Global Education Inc. (NYSE:ATGE) in its second quarter 2025 investor letter: "Shares of global leader in for-profit education, Adtalem Global Education Inc. (NYSE:ATGE), also jumped following a top- and bottom-line quarterly earnings beat driven by accelerating new student enrollment growth and a subsequent raise to fiscal year 2025 guidance. Revenue per student and margins at Chamberlain and Walden also came in significantly better than expected. Meanwhile, we remain encouraged by management's solid execution of remediation initiatives at the medical and veterinary schools, where revenue growth outperformed and total enrollment trends are improving. Although regulatory uncertainty within the U.S education landscape remains, we view ATGE as well insulated, if not a beneficiary of potentially less onerous government scrutiny. Longer term, we believe ATGE's strong fundamentals, quality programs, free cash flow generation and sturdy balance sheet are attractive. As the number one grantor of nursing degrees in the U.S. and the largest producer of African American MDs, PhDs and nurses in the country, we remain confident ATGE will benefit from the healthcare worker shortage in the U.S." A group of students in a lecture hall, with a professor lecturing to them in the forefront. Adtalem Global Education Inc. (NYSE:ATGE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 29 hedge fund portfolios held Adtalem Global Education Inc. (NYSE:ATGE) at the end of the first quarter, compared to 32 in the previous quarter. Adtalem Global Education Inc.'s (NYSE:ATGE) fiscal third quarter revenue increased 13% to $466 million. While we acknowledge the potential of Adtalem Global Education Inc. (NYSE:ATGE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Adtalem Global Education Inc. (NYSE:ATGE) and shared Ariel Fund's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. 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
