-- 瑞銀在一份報告中指出，Brown & Brown (BRO) 的第一季財報顯示，儘管其每股收益和調整後利潤率均好於預期，但公司有機收入成長依然承壓。 瑞銀週一表示，Brown & Brown第一季有機營收成長持平，低於瑞銀先前預期的2%和市場普遍預期的1.3%。瑞銀也指出，該指標已剔除了1,000萬美元的訴訟相關收入損失，這一數字與預期相符。 展望未來，瑞銀表示，Brown & Brown預計第二季災害性財產保險費率將繼續面臨下行壓力，而經濟成長應保持相對穩定。瑞銀補充道，公司資本配置將專注於股票回購和償還債務，同時也積極參與一些特殊項目和小額交易。 瑞銀維持對Brown & Brown股票的「中立」評級，目標價為81美元。 週二，Brown & Brown股價下跌超過6%。
Price: $62.07, Change: $-4.06, Percent Change: -6.13%
First Quantum Minerals (FM.TO) reported a first-quarter loss despite higher revenue, as the company continues to face operational challenges linked to the Middle East conflict and its impact on supply chains.The company posted an adjusted loss, excluding most one-time items, of US$147 million, or US$0.18 per share, compared with an adjusted profit of US$5 million, or US$0.01, in the prior-year period. It missed FactSet analysts estimates of US$0.03 in earnings per share.Revenue for the three months ended March 31, rose 18% year over year to US$1.40 billion from US$1.19 billion a year earlier.. It exceeded FactSet estimates of US$1.36 billion.For 2026, the company raised its copper production guidance to 405,000-475,000 tonnes. Gold production guidance was lowered to 150,000-175,000 ounces from 175,000-200,000 ounces, reflecting a delay in the transition of Guelb Moghrein to a gold operation to 2027, partially offset by expected gold output from processing stockpiled ore at Cobre Panama."Our long standing investments in innovation and electrification, including trolley-assist, continue to structurally reduce fuel intensity and our sites are advancing additional initiatives to further improve efficiency. We expect the increases in fuel prices to impact our cost base in the second quarter," said chief executive Tristan Pascall. Quantum.The company said it expects to produce between 405,000 - 475,000 tonnes of copper this year, up from in January estimate of 375,000 - 435,000 tonnes, including 30,000 to 40,000 tonnes from Cobre Panama as it readies to resume processing stockpiled ores. It lowered its gold production guidance to 150,000 - 175,000 ounces from its prior 175,000 - 200,000 ounce estimate. Its nickel production guidance was unchanged.The company's shares closed down $1.63 at $34.29 on Toronto Stock Exchange.
James Edgemond, CFO and Treasurer, on April 27, 2026, sold 10,000 shares in United Therapeutics (UTHR) for $5,688,319. Following the Form 4 filing with the SEC, Edgemond has control over a total of 18,876 common shares of the company, with 18,876 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1082554/000163617826000013/xslF345X05/primarydocument.xml
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BKNG reported EPS of $1.14, up 14% and beating the $1.09 consensus, while revenue grew 16% to $5.5B, meeting consensus. Adjusted net income margin declined 80 bps to 16.4% due to strategic U.S. investments and Middle East conflict headwinds, though gross bookings expanded 15% to $53.8B. The quarter reinforced BKNG's competitive positioning with continued market share gains and margin expansion despite geopolitical disruption. Management reduced full-year guidance to high-single-digit to low-double-digit gross bookings growth and high-single-digit revenue growth, with Q2 expecting 2%-4% room night growth. The company returned $3.6B through repurchases and declared a $0.42 dividend, while implementing a 25-for-1 stock split effective April 2, 2026. We view the guidance reduction as prudent given near-term uncertainty, though the key question remains whether this reflects temporary geopolitical disruption or more structural travel demand softness.