-- 取締役のリン・ミシェル・ジュリッチ氏は、2026年5月1日にサンラン（RUN）株5万株を64万4,510ドルで売却しました。SECへのフォーム4提出後、ジュリッチ氏は同社の普通株式合計2,107,947株を保有しており、そのうち507,947株は直接保有、1,600,000株は間接的に保有しています。 SEC提出書類：https://www.sec.gov/Archives/edgar/data/1469367/000146936726000033/xslF345X05/wk-form4_1777906248.xml
Price: $12.91, Change: $-0.15, Percent Change: -1.13%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $15 to $365, valuing EG shares at 7x our 2026 operating EPS estimate of $53.16 (cut today by $0.99) and at 6x our 2027 EPs estimate of $60.65, versus the one-year average forward multiple of 6x and a peer average of 8.6x. We acknowledge EG's discounted valuation to peers, reflecting its restructuring. To that end, we expect revenues in 2026 to be flat to down 5%. Q1 operating EPS of $16.08 versus $6.45 a year ago topped our $15.27 estimate and the $13.96 consensus view. Operating revenues declined 4.4% on a 7.2% drop in earned premiums and 15% rise in investment income, while the combined ratio improved dramatically to 91.2% from 102.7%. We applaud EG's restructuring, including the sale of renewal rights to its retail commercial insurance business to focus on its core reinsurance operations. EG expects pre-tax charges of $250M-$350M over 2025-2026. We are concerned becoming a pure-play reinsurer may not expand valuation multiples given EG's mixed underwriting track record.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Following Q1 results, we trim our 12-month target to $140 from $160, applying a multiple more in line with the broader industrial machinery sub-industry. We value shares at 23.2x our 2027 EPS outlook of $6.02 (in line with previous forecast; 2026 EPS view revised to $5.52 from $5.50). XYL's organic revenues and orders were flat Y/Y, while adjusted EBITDA margins expanded by 20 bps and adjusted EPS increased by 9%. Measurement & Control saw a 15% increase in orders driven by smart metering demand, while Applied Water experienced a surge in orders related to data centers. These gains were offset by declines in the Water Infrastructure and Water Solutions & Services, which was impacted by strategic "walkaway" actions, softness in China, and timing of capital projects. We reiterate our Buy opinion on shares, though we do acknowledge heightened risk associated with a more back-half-weighted earnings guide, with Q3 and Q4 having higher expectations.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $5 to $230, based on a 2027 P/E of 21.9x, a steep discount to SAM's historical average forward P/E multiple on weaker growth expectations. We lower our adjusted EPS estimates to $8.80 from $9.30 for 2026 and to $10.50 from $10.75 for 2027. Following SAM's Q1 earnings release, we lower our estimates and price target and maintain a Hold opinion on the shares. SAM's Q1 earnings fell short of consensus, and the company lowered its 2026 volume guidance but left 2026 adjusted EPS guidance unchanged. In our view, SAM could be challenged to hit the earnings guidance and we think the company will continue to struggle from a volume perspective in the face of weak demand. One silver lining is an expected uptick in consumption from World Cup and USA 250 events. We also like SAM's balance sheet ($129M of net cash at the end of Q1) and robust gross margins (49.3% in Q1), but we see more compelling opportunities across the beverage space at current levels.