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PepsiCo Inc. gained 0.3% to $133.74 after the beverage company reported first-quarter 2025 results.

Revenue declined to $17.92 billion from $18.25 billion, net income slipped to $1.83 billion from $2.04 billion, and diluted earnings per share fell to $1.33 from $1.48 a year ago.

The company guided fiscal 2025 revenue to increase by a low single-digit percent, compared to $91.85 billion in 2024, implying a 3% decline in core earnings per share, compared to $8.16 per share in 2024.

PepsiCo also estimated total cash returns to shareholders of approximately $8.6 billion, comprised of dividends of $7.6 billion and share repurchases of $1.0 billion.


28 Apr, 2025

 

Alphabet Inc. eased 0.2% to $161.70 after the parent company of the Google search engine reported first-quarter 2025 results.

Revenue surged to $90.23 billion from $80.54 billion, net income jumped to $34.54 billion from $23.66 billion, and diluted earnings per share rose to $2.81 from $1.89 a year ago.

The company announced a quarterly cash dividend of 21 cents per share, an increase of 5% from the prior dividend of 20 cents per share, payable on June 16 to shareholders on record as of June 9.

During the quarter, Alphabet paid a total of $2.4 billion in dividends, and on April 23, the company issued an authorization to repurchase $70.0 billion of Class A and Class C shares.


28 Apr, 2025

 

Valero Energy Corp. gained 0.4% to $113.87 after the energy company reported first-quarter 2025 results.

Revenue edged down to $30.26 billion from $31.76 billion, net income swung to a loss of $595 million from a profit of $1.24 billion, and diluted earnings per share swung to a loss of $1.90 from a profit of $3.75 a year ago.

The company returned $633 million to shareholders through dividends and stock buybacks, and it announced a quarterly cash dividend of $1.13 per share.


28 Apr, 2025

 

Intel Corp. eased 0.1% to $20.02 after the technology company reported first-quarter 2025 results.

Revenue inched down to $12.67 billion from $12.72 billion, net loss widened to $821 million from a loss of $381 million, and diluted loss per share widened to 19 cents from a loss of 9 cents a year ago.

The company guided second-quarter 2025 revenue to be between $11.2 billion and $12.4 billion, compared to $12.83 billion in 2024, and net loss per share of 32 cents, compared to a loss of 38 cents a year earlier.


28 Apr, 2025

 

VeriSign Inc. dropped 2.2% to $247.00 after the domain name services provider reported first-quarter 2025 results.

Revenue edged up 4.7% to $402.3 million from $384.3 million, net income jumped to $199.3 million from $194.1 million, and diluted earnings per share rose to $2.10 from $1.92 a year ago.

During the quarter, the company repurchased 1.0 million shares for a total of $230 million, and as of March 31, there was $793 million remaining for repurchases in authorization.

The company proposed a cash dividend of 77 cents per share, payable on May 28 to shareholders on record as of May 19.

VeriSign guided fiscal 2025 revenue to be between $1.63 billion and $1.65 billion, compared to $1.56 billion in 2024, and operating income between $1.11 billion and $1.12 billion, compared to $1.06 billion a year earlier.


25 Apr, 2025

 

CBRE Group Inc. dropped 1.7% to $120.03 despite the property developer reporting higher revenue in the first quarter of 2025.

Revenue edged up to $8.91 billion from $7.93 billion, net income climbed to $163 million from $126 million, and diluted earnings per share rose to 54 cents from 41 cents a year ago.

The company has repurchased nearly $600 million worth of shares since year-end 2024.

In January, the company established two new business segments: building operations and experience, and project management, following strategic acquisitions.

CBRE guided fiscal 2025 core earnings per share to be between $5.80 and $6.10, compared to $5.10 in 2024.


25 Apr, 2025

 

Nasdaq Inc. gained 1.01% to $74.24 after the securities index marketplace reported first-quarter 2025 results.

Revenue surged to $2.09 billion from $1.67 billion, net income jumped to $395 million from $234 million, and diluted earnings per share rose to 68 cents from 40 cents a year ago.

The company returned $138 million to shareholders through dividends and $115 million through repurchases of common stock and also repurchased $279 million of senior unsecured notes in the quarter.

The company updated its 2025 guidance for non-GAAP operating expense to be between $2.26 billion and $2.32 billion, compared to $2.16 billion in 2024, and non-GAAP tax rate to be between 22.5% and 24.5%.


25 Apr, 2025

 

Union Pacific Corp. dropped 4% to $211.00 after the railroad shipment company reported first-quarter 2025 results.

Revenue inched down to $6.027 billion from $6.031 billion, net income declined to $1.63 billion from $1.64 billion, and diluted earnings per share rose to $2.70 from $2.69 a year ago.

The railroad company paid a dividend of $1.34 per share in the quarter, compared to $1.30 per share a year earlier.

The company guided fiscal 2025 earnings per share to grow by a high-single- to low-double-digit percentage and announced share repurchases of $4.0 billion to $4.5 billion.


25 Apr, 2025

 

Procter & Gamble eased 0.8% to $164.38 after the consumer goods company reported third-quarter 2025 results.

Net sales declined 2% to $19.78 billion from $20.19 billion, net earnings inched up to $3.77 billion from $3.75 billion, and diluted earnings per share rose to $1.54 from $1.52 a year ago.

The company paid a dividend of $1.0065 per share, an increase from 94.07 cents a year ago.

Procter & Gamble guided fiscal 2025 organic sales growth to be approximately 2% from $80.04 billion in the prior year and diluted earnings per share to grow between 6% and 8%, compared to $6.02 a year ago.


25 Apr, 2025

 

Chipotle Mexican Grill Inc. slipped 2.05% to $47.76 after the fast-casual restaurant operator reported first-quarter 2025 results.

Revenue jumped to $2.87 billion from $2.70 billion, net income edged up to $386.60 million from $359.29 million, and diluted earnings per share rose to 28 cents from 26 cents a year ago.

Comparable restaurant sales decreased 0.4% in the quarter, driven by bad weather and a slowdown in consumer spending.

Food, beverage, and packaging costs in the first quarter were 29.2% of total revenue, an increase from 28.8% in the first quarter of 2024, but the increase was partially offset by higher menu prices.

The company opened 57 company-owned restaurants with 48 locations, including a Chipotlane, and two international licensed restaurants during the quarter.

Chipotle guided fiscal 2025 comparable sales growth in the low single-digit range, and it plans to open between 315 and 345 new company-owned restaurants, with over 80% having a Chipotlane.


24 Apr, 2025

 

Lam Research Corp. advanced 2.6% to $68.50 after the supplier of wafer fabrication equipment and services to the semiconductor industry reported results for the quarter ending in March.

Revenue edged up to $4.72 billion from $3.79 billion, net income jumped to $1.33 billion from $965.83 million, and diluted earnings per share rose to $1.03 from 73 cents a year ago.

The company guided for the quarter ending in June revenue to be $5.00 billion, compared to $3.87 billion in 2024, and diluted earnings per share to be $1.20, compared to $7.78 a year earlier.


24 Apr, 2025

 

O'Reilly Automotive Inc. traded flat at $1,380.50 after the auto parts retailer reported first-quarter 2025 results.

Sales increased 4% to $4.14 billion from $3.98 billion, net income declined 2% to $538.48 million from $547.24 million, and diluted earnings per share jumped 2% to $9.35 from $9.20 a year ago.

Comparable store sales climbed 3.6% in the first quarter, on top of 3.4% in the prior year.

During the quarter, the company repurchased 0.4 million shares at an average price of $1,297.15 for a total investment of $559 million, and approximately $1.81 billion remained under share repurchase authorization.

O’Reilly guided fiscal 2025 comparable store sales to increase between 2% and 4%, revenue to be between $17.4 billion and $17.7 billion, compared to $16.71 billion in 2024, and diluted earnings per share to be between $42.90 and $43.40, compared to $40.66 a year ago.

The company plans to open 200 to 210 new stores in 2025.


24 Apr, 2025

 

Texas Instruments Inc. surged 4.8% to $159.53 after the semiconductor company reported first-quarter 2025 results.

Revenue jumped to $4.07 billion from $3.66 billion, net income edged up to $1.18 billion from $1.10 billion, and diluted earnings per share rose to $1.28 from $1.20 a year ago.

"Over the past 12 months we invested $3.8 billion in research and development and selling general and administrative expenses, invested $4.7 billion in capital expenditures, and returned $6.4 billion to owners,” the company said in a release to investors.

The company guided second-quarter revenue to be between $4.17 billion and $4.53 billion, compared to $3.82 billion in 2024, and earnings per share between $1.21 and $1.47, compared to $1.22 a year earlier.


24 Apr, 2025

 

Check Point Software Technologies Ltd. gained 1.6% to $215.79 after the cybersecurity solutions provider reported first-quarter 2025 results.

Revenue increased to $637.8 million from $598.8 million, net income jumped to $190.9 million from $183.9 million, and diluted earnings per share rose to $1.71 from $1.60 a year ago.


23 Apr, 2025

 

GE Vernova Inc. surged 8.3% to $353.0 after the electric power system provider reported first-quarter 2025 results.

Revenue jumped 11% to $8.03 billion from $7.26 billion, net income swung to a profit of $264 million compared to a loss of $106 million, and diluted earnings per share swung to a profit of 91 cents compared to a loss of 47 cents a year ago.

The company guided fiscal 2025 revenue to be between $36 billion and $37 billion, compared to $34.93 billion in 2024; adjusted EBITDA margin to be in the high-single-digit percentage; and free cash flow between $2.0 billion and $2.5 billion.

“The guidance includes the impact of tariffs as currently outlined and resulting inflation, which is estimated to be approximately $300 million to $400 million, net of mitigating actions,” the company said in a release to investors.

The energy company proposed a dividend of 25 cents per share for the second quarter, payable on May 16 to stockholders on record as of April 18.

In addition, GE Vernova repurchased approximately 4 million shares for $1.2 billion in the first quarter and approximately 1 million shares for $0.3 billion from April 1 to April 17, at a total year-to-date average price of $299.


23 Apr, 2025