-- FactSetが調査したアナリストによると、Cullen/Frost Bankers（CFR）の平均投資判断は「ホールド」、平均目標株価は149.60ドルです。 （は、北米、アジア、ヨーロッパの主要銀行および調査会社による株式、商品、経済に関する調査レポートを配信しています。調査レポート提供者の方は、こちらからお問い合わせください：https://www..com/contact-us）
Price: $144.46, Change: $-0.59, Percent Change: -0.41%
Timothy McKeon, Senior Vice President and Treasurer, on April 30, 2026, sold 8,655 shares in Halliburton (HAL) for $363,510. Following the Form 4 filing with the SEC, McKeon has control over a total of 72,976 common shares of the company, with 72,976 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/45012/000159509826000013/xslF345X05/wk-form4_1777651513.xmlPrice: $41.50, Change: $-0.81, Percent Change: -1.90%
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 price to $70 from $80, valuing BRO shares at 16x our '26 EPS estimate of $4.50 and at 15x our '27 EPS estimate of $4.75 (cut today by 40.20), below the shares' one-year average forward multiple of 20x and versus the peer average forward multiple of 16x. BRO reported Q1 EPS of $1.39 (versus $1.29 a year ago) that topped our $1.37 estimate and the $1.36 consensus view, though revenue growth of 35% to $1.9B was acquisition-led with $435M from deals. Organic revenues were flat Y/Y at $1.35B, lagging our 4% to 8% growth forecast, while Q1 EBIT margins contracted to 28.0% from 30.4% due to acquisition costs and doubled interest expense. We believe the shares lack a near-term catalyst given below-peer organic growth rates and margin compression that removes BRO's historical premium valuation justification. Management also characterized business conditions as "challenging," representing a shift from last quarter's "stable" assessment. We maintain our Hold rating.
Generative artificial intelligence is likely to commoditize content while live experiences, especially sports, are set to capture attention and generate the most value, Morgan Stanley said in a note emailed Friday.The firm sees Formula One (FWONK), TKO Group (TKO), Live Nation Entertainment (LYV), Walt Disney (DIS) and Sphere Entertainment (SPHR) as particularly resilient, "anti-fragile" entertainment assets in an AI-driven world.In a more fragmented and distracted world, "nothing captures viewer attention more than sports and live events, which carry urgency, unpredictability, and a sense of communal participation that reflect and shape the culture," the firm said, adding that these events' scarcity gives them stronger monetization and pricing power.The firm said Live Nation and Sphere Entertainment are the clearest examples of this trend. Disney's Parks and Resorts use well-known global intellectual property to create in-person experiences with strong pricing power. Formula One and TKO Group provide exposure to highly strategic trophy assets, with strong cash flows and attractive entry points, according to the note.Morgan Stanley adjusted price targets on Liberty Formula One from $120 to $117, Sphere Entertainment from $135 to $158, and TKO Group from $215 to $225, while TKO was also upgraded from equalweight to overweight. Paramount Skydance (PSKY) was upgraded from underweight to overweight and its price target was raised from $11 to $14.Price: $103.82, Change: $+0.07, Percent Change: +0.07%