-- 加拿大皇家银行资本市场（RBC Capital Markets）在一份研究报告中指出，自动数据处理公司（ADP）将于周三公布其2026财年第三季度业绩，预计将略微超出预期，并重申其业绩指引。 RBC预测，ADP第三财年总营收同比增长5.6%至58.6亿美元，高于市场普遍预期的5.4%至58.5亿美元。RBC在周二发送的电子邮件预览中表示，预计ADP第三财年每股收益为3.36美元，高于市场普遍预期的3.29美元。 RBC表示，ADP将继续受益于其雇主服务在国际、美国企业和合规业务领域的强劲增长。 RBC预测，ADP的每控制付费率预计将保持在0%至1%的稳定水平，略高于市场普遍预期的持平水平；而客户留存率预计将下降约20个基点，与ADP 2026财年业绩指引的中值相符。 加拿大皇家银行维持对自动数据处理公司（Automatic Data Processing）的“与行业持平”评级，目标价为290美元。
Price: $200.12, Change: $+2.89, Percent Change: +1.47%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Visa posted excellent Mar-Q results with adj. EPS of $3.31 vs. $2.76 a year ago, beating consensus by $0.21. Revenue of $11.2B rose 17% Y/Y, beating consensus by 4% and marking the strongest growth since 2022. We view this as an excellent result, as concerns surrounding AI disruption or geopolitical uncertainty did not manifest in Visa's performance. Adjusted operating margin held firm at 68.0%, a good result given prior guidance indicated likely margin compression. Strong performance was broad based with data processing revenue up 18% to $5.5B and other revenue surging 41% to $1.3B, reflecting successful expansion in value-added services. Cross-border volume excluding intra-Europe advanced 11% on a constant currency (CC) basis while payments volume grew 9%. Geographic strength was led by LAC (+14% CC), CEMEA (+13% CC), and Europe (+11% CC), with encouraging acceleration in the U.S. to 8%. We applaud the board's authorization of a new $20B multi-year share repurchase program given Visa's muted valuation.
Thomson Reuters (TRI.TO, TRI), was last seen down 3% in after-hours Nasdaq trading, said Tuesday that shareholders approved a plan of arrangement to implement the company's proposed return of capital and share consolidation transactions.The company said a final report on voting results will be filed with Canadian securities regulators and furnished to the U.S. Securities and Exchange Commission.The return of capital and share consolidation transactions consist of a special cash distribution of US$605 million, or approximately US$1.36 per share.The plan of arrangement for the return of capital and share consolidation transactions is subject to final approval by the Ontario Superior Court of Justice as well as the Toronto Stock Exchange and the Nasdaq. The court hearing for a final order to approve the plan of arrangement is scheduled on April 29.The company's shares were down US$2.66 to US$87.23 in after-hours after closing up C$1.56 at C$123.04 on TSX.
Northern Oil and Gas (NOG) Q1 adjusted earnings late Tuesday of $0.74 per diluted share, down from $1.33 a year earlier.Analysts polled by FactSet expected $0.68.Revenue for the quarter ended March 31 was $5 million, compared with $602.1 million a year earlier.Analysts surveyed by FactSet expected $511.4 million.