Latest news with #ParnassusInvestments
Yahoo
a day ago
- Business
- Yahoo
Here's Why Willis Towers Watson (WTW) is Still a Great Buy
Parnassus Investments, an investment management firm that focuses on owning a concentrated portfolio of U.S. large-cap stocks, released its Parnassus Value Equity Fund second-quarter 2025 investor letter. The full letter is available for download here. For the second quarter of 2025, the fund reported a net return of 7.24%, outperforming its benchmark, the Russell 1000 Value Index, which returned 3.79% for the same period. The fund's top 5 holdings are also listed in the letter, showing the firm's main investment positions heading into 2025. One of the companies mentioned in the letter is Willis Towers Watson Public Limited Company (NASDAQ:WTW). Willis Towers Watson Public Limited Company (NASDAQ:WTW) operates as an advisory, broking, and solutions company worldwide. Over the past month, Willis Towers Watson Public Limited Company (NASDAQ:WTW) rose by 8.82%, and its shares gained 16.65% of their value over the last 12 months. On August 15, 2025, Willis Towers Watson Public Limited Company (NASDAQ:WTW) shares closed at $330.50, with a market capitalization of $32.126 billion. Here is what they have to say about Willis Towers Watson Public Limited Company (NASDAQ:WTW) in their investor letter: "Willis Towers Watson Public Limited Company (NASDAQ:WTW) has underperformed peers due to past merger disruptions, but the company is now showing signs of stabilization, with organic growth and margins improving. Global scale, high client retention and strong brand reputation have contributed to the company's competitive advantages, which were further enhanced by recent leadership changes and strategic hires. Additionally, the company is less sensitive to insurance pricing cycles due to its revenue mix that skews toward large clients and fee-based income, making the stock an attractive defensive investment." Here's Why Willis Towers Watson (WLTW) is Still a Great Buy Willis Towers Watson Public Limited Company (NASDAQ:WTW) is not included in our list of the 30 most popular stocks among hedge funds. According to our data, 57 hedge fund portfolios held positions in Willis Towers Watson Public Limited Company (NASDAQ:WTW) at the end of the first quarter of 2025, up from 48 in the previous quarter. WTW beats earnings expectations as it reported an EPS of $3.31, above expectations of $2.65. While we acknowledge the potential of WTW 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 Willis Towers Watson Public Limited Company (NASDAQ:WTW) and David Abram's views on the company. 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
Yahoo
a day ago
- Business
- Yahoo
Should You Now Consider Buying Thermo Fisher (TMO) Stock?
Parnassus Investments, an investment management firm that focuses on owning a concentrated portfolio of U.S. large cap stocks, released its Parnassus Value Equity Fund second-quarter 2025 investor letter. The full letter is available for download here. For the second quarter of 2025, the fund reported a net return of 7.24%, outperforming its benchmark, the Russell 1000 Value Index, which returned 3.79% for the same period. The fund's top 5 holdings are also listed in the letter, showing the firm's main investment positions heading into 2025. One of the companies mentioned in the letter is Thermo Fisher Scientific Inc. (NYSE:TMO). Thermo Fisher Scientific Inc. (NYSE:TMO) provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services in North America, Europe, Asia-Pacific, and internationally. Over the past month, Thermo Fisher Scientific Inc. (NYSE:TMO) rose by 21.19%, and its shares fell 19.23% over the last 12 months. On August 15, 2025, Thermo Fisher Scientific Inc. (NYSE:TMO) shares closed at $489.01, with a market capitalization of $185.434 billion. Here is what they have to say about Thermo Fisher Scientific Inc. (NYSE:TMO) in their investor letter: "Thermo Fisher Scientific Inc. provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services in the North America, Europe, Asia-Pacific, and internationally. Thermo Fisher Scientific Inc. (NYSE:TMO) is in 26th position on our list of 30 Most Popular Stocks Among Hedge Funds. According to our data, 101 hedge fund portfolios held positions in Thermo Fisher Scientific Inc. (NYSE:TMO) at the end of the first quarter of 2025, slightly down from 100 in the previous quarter. Thermo Fisher Scientific Inc. (NYSE:TMO) exceeded Q2 2025 earnings forecasts, reporting an EPS of $5.36 versus the expected $5.23. While we acknowledge the potential of TMO 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 Thermo Fisher Scientific Inc. (NYSE:TMO) and the list of best rebound stocks to buy according to hedge funds. 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
6 days ago
- Business
- Yahoo
Is it a Great Time to Invest in Danaher Corp. (DHR)?
Parnassus Investments, an investment management firm that focuses on owning a concentrated portfolio of U.S. large cap stocks, released its Parnassus Value Equity Fund second-quarter 2025 investor letter. The full letter is available for download here. For the second quarter of 2025, the fund reported a net return of 7.24%, outperforming its benchmark, the Russell 1000 Value Index, which returned 3.79% for the same period. The fund's top 5 holdings are also listed in the letter, showing the firm's main investment positions heading into 2025. One of the companies mentioned in the letter is Danaher Corporation (NYSE:DHR). Danaher Corporation (NYSE:DHR) designs, manufactures, and markets professional, medical, research, and industrial products and services in the United States, China, and internationally. Over the past month, Danaher Corporation (NYSE:DHR) rose by 7.69%, and its shares lost -23.01% of their value over the last 12 months. On August 12, 2025, Danaher Corporation (NYSE:DHR) shares closed at $205.72, with a market capitalization of $147.3 billion. Here is what they have to say about Danaher Corporation (NYSE:DHR) in their investor letter: "Danaher Corporation's (NYSE:DHR) valuation is attractive, considering its scale advantages and deeply embedded products in biopharma workflows, which are difficult to replace without regulatory reapproval. Additionally, the company's market dominance positions it well to benefit from secular growth trends in biologics, genetic medicine and diagnostics. Although the industry faces near-term demand, policy and tariff challenges, we believe these factors have been largely reflected in the valuation." A healthcare professional in a lab coat holding a microscope and looking at a slide under the Danaher Corporation (NYSE:DHR) ranks 27th in our list of the 30 most popular stocks among hedge funds. According to our data, 117 hedge fund portfolios held positions in Danaher Corporation (NYSE:DHR) at the end of the first quarter of 2025, up from 101 in the previous quarter. DHR was able to beat earnings expectations as it reported an EPS of $1.8, beating expectations of $1.64. While we acknowledge the potential of DHR 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 Danaher Corporation (NYSE:DHR) and Jim Cramer's views on the company. 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
6 days ago
- Business
- Yahoo
Should You Now Take Profit on Your Global Payments (GPN) Shares?
Parnassus Investments, an investment management firm that focuses on owning a concentrated portfolio of U.S. large cap stocks, released its Parnassus Value Equity Fund second-quarter 2025 investor letter. The full letter is available for download here. For the second quarter of 2025, the fund reported a net return of 7.24%, outperforming its benchmark, the Russell 1000 Value Index, which returned 3.79% for the same period. The fund's top 5 holdings are also listed in the letter, showing the firm's main investment positions heading into 2025. One of the companies mentioned in the letter is Global Payments Inc (NYSE:GPN). Global Payments Inc (NYSE:GPN) provides payment technology and software solutions for card, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific. Over the past month, Global Payments Inc (NYSE:GPN) rose by 4.56%, but its shares fell 17.76% of their value over the last 12 months. On August 12, 2025, Global Payments Inc (NYSE:GPN) shares closed at $82.39, with a market capitalization of $19.9 billion. Here is what they have to say about Global Payments Inc (NYSE:GPN) in their investor letter: "We became concerned about Global Payments Inc's (NYSE:GPN) longer-than-expected turnaround due to elevated competition and weak execution, as well as its announced acquisition of Worldpay that could delay shareholder returns. This exit reduced the portfolio's overweight in Payments, a subsector that is sensitive to a potential slowdown in consumer spending." Global Payments Inc (NYSE:GPN) is not included in our list of the 30 most popular stocks among hedge funds. According to our data, 65 hedge fund portfolios held positions in Global Payments Inc (NYSE:GPN) at the end of the first quarter of 2025, down from 71 in the previous quarter. GPN missed earnings expectations as it reported an EPS of lower than expectations of $3.03. While we acknowledge the potential of GPN 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 Global Payments Inc (NYSE:GPN) and analyst Matthew Coad's views on the company. 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
Yahoo
6 days ago
- Business
- Yahoo
Should You Now Consider Selling Your Pfizer (PFE) Shares Before its Too Late?
Parnassus Investments, an investment management firm that focuses on owning a concentrated portfolio of U.S. large cap stocks, released its Parnassus Value Equity Fund second-quarter 2025 investor letter. The full letter is available for download here. For the second quarter of 2025, the fund reported a net return of 7.24%, outperforming its benchmark, the Russell 1000 Value Index, which returned 3.79% for the same period. The fund's top 5 holdings are also listed in the letter, showing the firm's main investment positions heading into 2025. One of the companies mentioned in the letter is Pfizer Inc. (NYSE:PFE). Pfizer Inc. (NYSE:PFE) discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products in the United States and internationally. Over the past month, Pfizer Inc. (NYSE:PFE) appreciated by 1.73%, and its shares lost 13.36% of their value over the last 12 months. On August 12, 2025, Pfizer Inc. (NYSE:PFE) shares closed at $24.65, with a market capitalization of $140.1 billion. Here is what they have to say about Pfizer Inc. (NYSE:PFE) in their investor letter: "We exited our position in Pfizer Inc. (NYSE:PFE) due to reduced conviction in its turnaround thesis. This was driven by a weaker research and development pipeline following recent trial setbacks, including an oral GLP-1 drug, as well as increased likelihood of large merger and acquisition activities that could raise leverage amid growing regulatory and tariff headwinds." Photo by Spencer Davis on Unsplash Pfizer Inc. (NYSE:PFE) is not included in our list of the 30 most popular stocks among hedge funds. According to our data, 99 hedge fund portfolios held positions in Pfizer Inc. (NYSE:PFE) at the end of the first quarter of 2025, up from 92 in the previous quarter. PFE was able to beat earnings expectations as it reported an EPS of $0.78, beating expectations of $0.58. While we acknowledge the potential of PFE 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 Pfizer Inc. (NYSE:PFE) and Jim Cramer's views on the company. 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
