Latest news with #SerhioMaxDividends
Yahoo
4 days ago
- Business
- Yahoo
Stantec Inc. (STN): A Bull Case Theory
We came across a bullish thesis on Stantec Inc. (STN) on Investing Intel's Substack. In this article, we will summarize the bulls' thesis on STN. Stantec Inc. (STN)'s share was trading at $101.83 as of 23rd May. STN's trailing and forward P/E were 41.89 and 26.39 respectively according to Yahoo Finance. Photo by Shane Cottle on Unsplash Stantec (NYSE: STN) has continued to benefit from a favorable macro backdrop driven by increasing infrastructure investment and demand for sustainable solutions. In Q1 2025, the company reported robust financial performance, including a 13.3% increase in net revenue and a 28.9% rise in adjusted EPS, while also achieving a record-high backlog of $7.9 billion. These results were underpinned by strong public and private sector funding, particularly in water, transportation, and climate-resilient infrastructure. Reinforcing confidence in its trajectory, Stantec reaffirmed its 2025 guidance, projecting 7% to 10% revenue growth and 16% to 19% EPS growth. The company's ongoing strategic acquisitions, notably the U.S.-based design firm Page, have bolstered its technical capabilities and geographic reach. With a growing portfolio aligned with global sustainability goals and infrastructure renewal, Stantec is well-positioned to sustain long-term growth and deliver shareholder value. Previously, we have covered Stantec Inc. (STN) in January 2025 wherein we summarized a bullish thesis by Serhio MaxDividends on Substack. The author highlighted the company's appeal as a dividend growth investment, citing 12 consecutive years of dividend increases and a low 26.36% payout ratio supporting future hikes. The article emphasized Stantec's strong Q3 2024 results, with 16% revenue growth and robust performance in the Water and Buildings segments, underpinned by a $7.3 billion backlog and global operations. The thesis positioned Stantec as a financially disciplined, diversified infrastructure leader well-suited for long-term investors seeking reliable income and growth. Since our last coverage, the stock is up 29.64% as of 27th May. Stantec Inc. (STN) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 20 hedge fund portfolios held STN at the end of the first quarter which was 15 in the previous quarter. While we acknowledge the risk and potential of STN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than STN but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Yahoo
21-05-2025
- Business
- Yahoo
First Merchants Corporation (FRME): A Bull Case Theory
We came across a bullish thesis on First Merchants Corporation (FRME) on Substack by Serhio MaxDividends. In this article, we will summarize the bulls' thesis on FRME. First Merchants Corporation (FRME)'s share was trading at $39.18 as of May 20th. FRME's trailing and forward P/E were 11.04 and 11.07 respectively according to Yahoo Finance. An aerial view of a bustling regional banking institution. First Merchants Corp. (FRME), a $2.16 billion regional bank headquartered in Muncie, Indiana, recently increased its quarterly dividend by 2.9% to $0.36 per share, reflecting a forward yield of 3.67%. In Q1 2025, the company reported net income of $54.9 million, or $0.94 EPS, up from $0.85 the previous year, supported by a growing loan book which expanded by $154.9 million (4.8% annualized). Total assets reached $18.4 billion despite a 1.6% decline in deposits, partly due to the sale of five Illinois branches. Net interest income was $130.3 million with a net interest margin of 3.22%. First Merchants also returned capital through $10 million in share repurchases and redeemed $30 million in subordinated debt. The bank maintains a strong CET1 capital ratio of 11.5% and an efficient cost structure with a 54.54% efficiency ratio. These results demonstrate solid financial health, consistent growth, and a shareholder-friendly approach, making First Merchants an attractive regional banking investment. Also, check out what we found about this Texas-based regional bank - Cullenost Bankers Inc. First Merchants Corporation (FRME) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 16 hedge fund portfolios held FRME at the end of the fourth quarter which was 13 in the previous quarter. While we acknowledge the risk and potential of FRME as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than FRME but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was 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
21-05-2025
- Business
- Yahoo
First Merchants Corporation (FRME): A Bull Case Theory
We came across a bullish thesis on First Merchants Corporation (FRME) on Substack by Serhio MaxDividends. In this article, we will summarize the bulls' thesis on FRME. First Merchants Corporation (FRME)'s share was trading at $39.18 as of May 20th. FRME's trailing and forward P/E were 11.04 and 11.07 respectively according to Yahoo Finance. An aerial view of a bustling regional banking institution. First Merchants Corp. (FRME), a $2.16 billion regional bank headquartered in Muncie, Indiana, recently increased its quarterly dividend by 2.9% to $0.36 per share, reflecting a forward yield of 3.67%. In Q1 2025, the company reported net income of $54.9 million, or $0.94 EPS, up from $0.85 the previous year, supported by a growing loan book which expanded by $154.9 million (4.8% annualized). Total assets reached $18.4 billion despite a 1.6% decline in deposits, partly due to the sale of five Illinois branches. Net interest income was $130.3 million with a net interest margin of 3.22%. First Merchants also returned capital through $10 million in share repurchases and redeemed $30 million in subordinated debt. The bank maintains a strong CET1 capital ratio of 11.5% and an efficient cost structure with a 54.54% efficiency ratio. These results demonstrate solid financial health, consistent growth, and a shareholder-friendly approach, making First Merchants an attractive regional banking investment. Also, check out what we found about this Texas-based regional bank - Cullenost Bankers Inc. First Merchants Corporation (FRME) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 16 hedge fund portfolios held FRME at the end of the fourth quarter which was 13 in the previous quarter. While we acknowledge the risk and potential of FRME as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than FRME but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was 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
09-05-2025
- Business
- Yahoo
First Financial Bankshares, Inc. (FFIN): A Bull Case Theory
We came across a bullish thesis on First Financial Bankshares, Inc. (FFIN) on Substack by Serhio MaxDividends. In this article, we will summarize the bulls' thesis on FFIN. First Financial Bankshares, Inc. (FFIN)'s share was trading at $34.23 as of May 6th. FFIN's trailing and forward P/E were 21.13 and 24.57 respectively according to Yahoo Finance. An aerial shot of a regional bank with its numerous branches situated in a city. First Financial Bankshares (FFIN), a Texas-based regional bank, continues to deliver strong shareholder returns and financial performance, underscored by a 5.6% dividend increase to $0.19 per share, boosting its forward yield to 2.26%. In Q1 2025, the bank posted net income of $61.35 million, a 14.9% year-over-year gain, with EPS rising to $0.43 from $0.37. Net interest income surged 18.5% to $118.79 million, benefiting from a healthy net interest margin of 3.74%. The bank reported $14.31 billion in total assets, $7.95 billion in loans, and $12.52 billion in deposits, while maintaining a lean efficiency ratio of 46.36%. Despite these strengths, emerging credit concerns warrant attention. Nonperforming assets increased to 0.78% of loans from 0.51% a year ago, and classified loans rose 21.8% to $245.61 million. In response, the bank bolstered its provision for credit losses to $3.53 million and raised its allowance to 1.27% of loans, reflecting a proactive stance on risk. Trading at $33.78 with a forward P/E of ~11x, FFIN remains a compelling investment, combining disciplined growth, operational efficiency, and rising shareholder payouts, while taking prudent steps to manage asset quality. The stock offers attractive value with a balanced outlook despite credit normalization. First Financial Bankshares, Inc. (FFIN) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 22 hedge fund portfolios held FFIN at the end of the fourth quarter which was 16 in the previous quarter. While we acknowledge the risk and potential of FFIN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than FFIN but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Yahoo
09-05-2025
- Business
- Yahoo
Paychex, Inc. (PAYX): A Bull Case Theory
We came across a bullish thesis on Paychex, Inc. (PAYX) on Substack by Serhio MaxDividends. In this article, we will summarize the bulls' thesis on PAYX. Paychex, Inc. (PAYX)'s share was trading at $149.02 as of May 6th. PAYX's trailing and forward P/E were 30.98 and 28.25 respectively according to Yahoo Finance. Paychex (PAYX), a leading HR and payroll solutions provider for over 745,000 businesses, recently increased its quarterly dividend by 10.2% to $1.08 per share, reflecting its robust financial health and continued shareholder focus. This payout, due May 29 to shareholders of record on May 12, underscores the company's consistent cash generation and disciplined capital allocation. In fiscal 2024, Paychex generated $5.28 billion in revenue, marking a 5% year-over-year increase, with $1.69 billion in net income and industry-leading 32% net margins. Operating income reached $2.17 billion, and adjusted EPS climbed 11% to $4.72. The company's $1.9 billion in free cash flow allowed it to return $1.3 billion via dividends and another $169 million through share buybacks. Its financial strength is evident in its top-tier Financial Score of 98/99 and a solid balance sheet with $1.6 billion in cash and investments against modest debt. With stable recurring revenues, high margins, and a shareholder-friendly capital return policy, Paychex remains a cash machine even in a competitive market. The dividend hike further affirms confidence in future growth, supported by strong operating performance and a resilient business model, making PAYX a high-quality, income-generating investment with defensive characteristics. Paychex, Inc. (PAYX) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge fund portfolios held PAYX at the end of the fourth quarter which was 20 in the previous quarter. While we acknowledge the risk and potential of PAYX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than PAYX but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was 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
