Robert Half Inc. provides talent solutions and business consulting services in North America, South America, Europe, Asia, and Australia. The company operates through Contract Talent Solutions, Permanent Placement Talent Solutions, and Protiviti segments. The Contract Talent Solutions segment provides contract engagement professionals in the fields of finance and accounting, technology, marketing and creative, legal and administrative, and customer support. This segment markets its services to clients and employment candidates through both national and local advertising activities, including radio, digital advertising, job boards, alliance partners, and events. The Permanent Placement Talent Solutions segment engages in the placement of full-time accounting, finance, and tax and accounting operations personnel. The Protiviti segment offers consulting services in the areas of internal audit, technology consulting, risk, and compliance consulting. It offers it services under the Robert Half brand name. The company was formerly known as Robert Half International Inc. and changed its name to Robert Half Inc. in July 2023. Robert Half Inc. was founded in 1948 and is headquartered in Menlo Park, California.

Robert Half Inc.

The following are the top rated Industrial stocks according to Validea's Price/Sales Investor model based on the published strategy of Kenneth Fisher. This value strategy rewards stocks with low P/S ratios, long-term profit growth, strong free cash flow and consistent profit margins.
DNOW INC (DNOW) is a small-cap growth stock in the Misc. Capital Goods industry. The rating according to our strategy based on Kenneth Fisher is 90% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: DNOW Inc. is a supplier of energy and industrial products and packaged, engineered process and production equipment. The Company offers a set of supply chain solutions combined with a suite of digital offerings branded as DigitalNOW that provides customers access to digital commerce, data, and information management channels. It is engaged in providing application systems, work processes, parts integration, optimization solutions and after-sales support that provide productive solutions for its customers. Its product offering includes pipe, manual and automated valves, fittings, flanges, gaskets, fasteners, electrical, instrumentation, artificial lift, pumping solutions and modular process, production, measurement, automation, control equipment, and consumable maintenance, repair and operating (MRO) supplies. It also offers sourcing, procurement, warehouse, and inventory management solutions as part of its supply chain and materials management offering.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of DNOW INC
ROBERT HALF INC (RHI) is a mid-cap growth stock in the Business Services industry. The rating according to our strategy based on Kenneth Fisher is 90% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Robert Half Inc. provides specialized talent solutions and business consulting services through the Robert Half and Protiviti company names. The Company operates through three segments: contract talent solutions, permanent placement talent solutions, and Protiviti. The contract talent solutions and permanent placement talent solutions segments provide engagement professionals and full-time personnel, respectively, for finance and accounting, technology, marketing and creative, legal, and administrative, and customer support roles. The Protiviti segment provides internal audit, risk, business, and technology consulting solutions. The Company and its subsidiaries own various trademarks and service marks, including Robert Half Finance & Accounting, Accountemps, OfficeTeam, Robert Half Technology, Robert Half Management Resources, Robert Half Legal, and The Creative Group. The Company operates in North America, South America, Europe, Asia, and Australia.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ROBERT HALF INC
TENNANT CO (TNC) is a small-cap growth stock in the Misc. Capital Goods industry. The rating according to our strategy based on Kenneth Fisher is 90% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Tennant Company is engaged in designing, manufacturing, and marketing solutions. It offers products and solutions consisting of manual and autonomous mechanized cleaning equipment for both industrial and commercial uses, detergent-free and other sustainable cleaning technologies, aftermarket parts and consumables, equipment maintenance and repair services, and business solutions, such as financing, rental and leasing programs, and machine-to-machine asset management solutions. Its products are used in various environments, including retail establishments, distribution centers, factories and warehouses, public venues, such as arenas and stadiums, office buildings, schools and universities, hospitals, and clinics, and more. It markets its offerings under the brands: Tennant, Nobles, Alfa Uma Empresa Tennant, IPC, Gaomei and Rongen brands, as well as private-label brands. It has a portfolio of differentiated technology solutions that includes IRIS, ec-H2O NanoClean, and ReadySpace.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of TENNANT CO
PREFORMED LINE PRODUCTS CO (PLPC) is a small-cap growth stock in the Misc. Fabricated Products industry. The rating according to our strategy based on Kenneth Fisher is 80% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Preformed Line Products Company is a designer and manufacturer of products and systems employed in the construction and maintenance of overhead, ground-mounted and underground networks for energy, telecommunication, cable, data communication and other similar industries. The Company provides formed wire solutions, connectors, fiber optic and copper splice closures, solar hardware mounting applications, and electric vehicle charging station foundations. Its products include energy products, communications products, and special industry products. The energy products are used for supporting, protecting, terminating, and splicing transmission and distribution lines as well as bolted, welded, and compressed connectors for substations. The communications products include rugged outside plant (OSP) closures to protect and support wireline and wireless networks. The special industry products include hardware assemblies, plastic products, and interior/exterior connectors, among others.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of PREFORMED LINE PRODUCTS CO
KORN FERRY (KFY) is a mid-cap growth stock in the Business Services industry. The rating according to our strategy based on Kenneth Fisher is 80% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Korn Ferry is a global organizational consulting firm. The Company works with organizations to design their structures, roles, and responsibilities. Its businesses include consulting, digital, executive search, professional search & interim, and recruitment process outsourcing (RPO). Its consulting business aligns organizational structure, culture, performance, development, and people to drive growth by addressing four fundamental organizational and talent needs: organization strategy, assessment and succession, leadership and professional development, and total rewards. The Company's digital business builds, sells and delivers its technology products. Its executive search business helps organizations recruit board-level, chief executive, and other c-suite/senior executive and general management talent. Its professional search & interim business delivers enterprise talent acquisition solutions. The Company's RPO business offers scalable recruitment outsourcing and projects solutions.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of KORN FERRY
About Kenneth Fisher: The son of Philip Fisher, who is considered the "Father of Growth Investing", Kenneth Fisher is a money manager, bestselling author, and longtime Forbes columnist. The younger Fisher wowed Wall Street in the mid-1980s when his book Super Stocks first popularized the idea of using the price/sales ratio (PSR) as a means of identifying attractive stocks. According to his alma mater, Humboldt State University, Fisher is also one of the world's foremost experts on 19th century logging. Appropriately, Fisher's firm, Fisher Investments, is located in a lush forest preserve in Woodside, California, where the contrarian-minded Fisher says he and his employees can get away from Wall Street groupthink.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Industrial Stocks Based On Kenneth Fisher - 7/20/2025

For Immediate Release
Chicago, IL – June 25, 2025 – Zacks Equity Research shares Limbach Holdings, Inc. LMB as the Bull of the Day and Robert Half Inc. RHI as the Bear of the Day. In addition, Zacks Equity Research provides analysis on NIKE, Inc. NKE, lululemon athletica inc. LULU and adidas AG ADDYY.
Here is a synopsis of all five stocks.
Limbach Holdings, Inc. remains a Zacks #1 Rank (Strong Buy) stock after a huge triple digit earnings beat in the first quarter of 2025. Earnings are expected to grow doubled digits this year.
Limbach is a building systems solutions firm that partners with building owners and facilities managers who have mission critical mechanical, which includes heating, ventilation and air conditioning, electrical and plumbing infrastructure.
It works in six vertical markets: healthcare, industrial and manufacturing, data centers, life science, higher education and cultural and entertainment.
Limbach has 20 offices across the eastern United States with 1,400 team members.
Limbach Beats Big on Earnings in 1st Quarter 2025
On May 5, 2025, Limbach reported its first quarter results and blew by the Zacks Consensus Estimate by $0.82, or 273.3%. Limbach posted earnings of $1.12 compared to the Zacks Consensus of just $0.30.
It was the 10th earnings surprise in a row.
Revenue rose 11.9% to $133.1 million from $119 million a year ago.
The company has a strategy of growing its higher margin Owner Direct Relationships (“ODR”) business. The ODR revenue was up 21.7% to $90.4 million in the quarter. That was 67.9% of total revenue up from 62.4% last year.
Typically, the first quarter is the company’s softest due to weather and customer budget seasonality, but Limbach still found momentum in March.
Total gross profit percentage rose to 27.6% from 26.1% in the quarter mainly driven by the mix of higher margin ODR segment work and the company being more selective when pursuing General Contractor Relationships (“GCR”) work.
Limbach gained traction in key end markets like healthcare.
Limbach Generating Strong Free Cash Flow
As of Mar 31, 2025, cash and cash equivalents were $38.1 million. Also as of Mar 31, 2025, current assets were $204.5 million and current liabilities were $131.7 million, representing a current ratio of 1.55x.
Analysts Bullish on Limbach in 2025
Limbach expects its ODR mix shift for the year to be between 70% and 80%.
ODR revenue growth is expected to be between 23% and 46% with total growth margins between 28% and 29%.
Analysts are bullish on Limbach. 2 earnings estimates were raised after the earnings report in May which pushed the Zacks Consensus Estimate up to $4.39 from $3.45. That’s earnings growth of 21.9% as the company made $3.60 last year.
2 estimates are also higher for 2026 in the last 60 days, but analysts aren’t looking too far ahead. They are projecting earnings growth of just 3.5% to $4.54 for 2026.
Limbach Shares Soar to New Highs
With double digit earnings growth expected, and Limbach being in the mission critical building systems solutions industry when data centers are hot, it’s not surprising that the shares have soared.
Limbach is not a cheap stock. It now has a forward P/E of 32. But you are investing in it for the strong growth.
Earnings growth for the next 3 to 5 years is forecast at 12%.
If you’re looking for a growth and momentum stock in the building systems solutions industry, Limbach should be on your short list.
Robert Half Inc. is expected to see both a sales and earnings decline in 2025 as the job market remains weak. This Zacks Rank #5 (Strong Sell) has also fallen to a five-year low.
Robert Half is a specialized talent solutions and business consulting firm. It helps people find a job.
It offers contract talent and permanent placement solutions in the fields of finance and accounting, technology, marketing and creative, legal, and administrative and customer support. It also provides executive search services.
Robert Half Missed on Earnings in the First Quarter of 2025
On Apr 23, 2025, Robert Half reported its first quarter 2025 results and it missed on earnings by $0.19. It reported $0.17 versus the consensus of $0.36.
It was the second miss in a row and the third miss out of the last four quarters.
It compares to $0.61 a share for the prior year’s quarter.
Global enterprise revenues were down 8% on a reported basis, and 6% on an adjusted basis, to $1.352 billion from $1.476 billion a year ago.
Business is headed in the wrong direction.
“Business confidence levels moderated during the quarter in response to heightened economic uncertainty over U.S. trade and other policy developments,” said M. Keith Waddell, CEO.
“Client and job seeker caution continues to elongate decision cycles and subdue hiring activity and new project starts,” he added.
Analysts Remain Bearish on Robert Half for 2025
Earnings have fallen in the prior two years, in 2023 and 2024.
Analysts don’t see a turnaround in the business in 2025 with earnings falling for the third year as well. 1 estimate was cut in the last 60 days for 2025 which pushed the Zacks Consensus down to $1.78 from $2.02.
They do expected a rebound in 2026, with the Zacks Consensus rising back to $2.58.
Shares of Robert Half Sink to 5-Year Lows
Wall Street abandoned Robert Half in 2025. Shares of Robert Half have fallen to 5-year lows.
They’re down 18.3% over the last 5 years compared to the S&P 500, which has gained 101% during that same time.
And it isn’t cheap. Robert Half trades with a forward price-to-earnings (P/E) ratio of 22.7. A P/E ratio under 15 is usually considered a value stock.
However, it is paying a dividend in 2025 so you will get rewarded for your patience. Last quarter, it paid $0.59 per share, which is $2.36 annualized. That’s a yield of 5.9%.
But be warned. The 2025 Zacks Consensus is only looking for earnings of $1.78. Will it continue to pay out that level of dividend with earnings on the decline?
Investors might want to wait on the sidelines until Robert Half reports its second quarter 2025 results in late July. Will there be a light at the end of the tunnel?
Additional content:
Is Nike's Margin Pressure a Temporary Setback or a Red Flag?
NIKE, Inc. has been grappling with sustained margin pressures for a while. Margins, a critical barometer of profitability, have been under strain for Nike, due to factors including aggressive discounting to clear excess inventory, rising product and logistics costs, elevated tariffs, currency volatility and changes in channel mix.
In third-quarter fiscal 2025, NKE’s gross profit fell 16% year over year, whereas gross margin contracted 330 basis points (bps) to 41.5%. The gross margin decline was caused by higher markdowns on Nike Direct, higher wholesale discounts, inventory obsolescence, elevated product costs and headwinds in channel mix.
Persistent margin pressures are expected to continue, as management had predicted the gross margin to decline nearly 400-500 bps in fourth-quarter fiscal 2025, inclusive of the prior-year restructuring charges and anticipated tariff impacts on imports from China and Mexico. Our model predicts gross margin contraction of 450 bps for the fiscal fourth quarter.
Nevertheless, management is confident that the fiscal fourth quarter is likely to reflect higher benefits from NKE’s Win Now strategy, with headwinds to revenues and margin likely to moderate thereafter. It continues to manage through external factors, ranging from geopolitical dynamics and tariffs to foreign exchange, tax policies and uncertainty to consumer confidence.
In addition, initiatives like full-price selling in digital channels, inventory liquidation, maintaining a full-price orderbook with the wholesale partners, easing tariff-cost pressures, supply-chain diversification, strategic pricing and forward-looking innovations might restore margins on the growth trajectory in the long haul.
How NKE’s Peers’ Margins Fare?
lululemon athletica inc. and adidas AG are the key companies competing with Nike.
lululemon is focused on driving margins through strategic pricing, innovations, supply-chain diversification and geographic expansion. The company is introducing modest price hikes on high-demand items and launching differentiated products to reinforce its brand. Contrary to Nike, lululemon has been witnessing improved margin trends for a while now, buoyed by improvement in product margin, supported by lower product costs, reduced damages and better markdowns.
These factors led to 60-bps gross margin expansion in first-quarter fiscal 2025 and 100 bps in the preceding quarter. Broad-based gains across channels, categories and key markets, particularly the United States, underscore continued strength and adaptability of its business model. Positive response to its product innovations, newness and brand activations further bolster its margins.
adidas is another sporting goods titan vying for a larger slice of the global sportswear industry. The company has implemented several margin-growth initiatives to boost profitability. These include cutting down on product and freight costs, optimizing product mix, streamlining operations and managing discounting.
These efforts have driven gross margin expansion of 0.9 percentage points in first-quarter 2025, backed by reduced product and freight costs and fewer markdowns. The year-over-year rise in adidas brand’s gross margin was even more pronounced, increasing 1.6 percentage points. adidas’ brand strength including a diversified product portfolio, along with a sharper focus on local consumer preferences and strengthened relationships with retail partners, will continue to serve as the catalysts for growth.
NKE’s Price Performance, Valuation and Estimates
Shares of Nike have lost 17.6% year to date compared with the industry’s decline of 18.1%.
From a valuation standpoint, NKE trades at a forward price-to-earnings ratio of 31.28X compared with the industry’s average of 24.76X.
The Zacks Consensus Estimate for NKE’s fiscal 2025 and 2026 earnings implies a year-over-year plunge of 45.8% and 12.1%, respectively. The company’s EPS estimate for fiscal 2025 has been stable and that of fiscal 2026 has moved down in the past 30 days.
Nike stock currently carries a Zacks Rank #4 (Sell).
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index.Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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Limbach and Robert Half have been highlighted as Zacks Bull and Bear of the Day

Robert Half Inc. (RHI) is expected to see both a sales and earnings decline in 2025 as the job market remains weak. This Zacks Rank #5 (Strong Sell) has also fallen to a five-year low.
Robert Half is a specialized talent solutions and business consulting firm. It helps people find a job.
It offers contract talent and permanent placement solutions in the fields of finance and accounting, technology, marketing and creative, legal, and administrative and customer support. It also provides executive search services.
Robert Half Missed on Earnings in the First Quarter of 2025
On Apr 23, 2025, Robert Half reported its first quarter 2025 results and it missed on earnings by $0.19. It reported $0.17 versus the consensus of $0.36.
It was the second miss in a row and the third miss out of the last four quarters.
It compares to $0.61 a share for the prior year’s quarter.
Global enterprise revenues were down 8% on a reported basis, and 6% on an adjusted basis, to $1.352 billion from $1.476 billion a year ago.
Business is headed in the wrong direction.
“Business confidence levels moderated during the quarter in response to heightened economic uncertainty over U.S. trade and other policy developments,” said M. Keith Waddell, CEO.
“Client and job seeker caution continues to elongate decision cycles and subdue hiring activity and new project starts,” he added.
Analysts Remain Bearish on Robert Half for 2025
Earnings have fallen in the prior two years, in 2023 and 2024.
Analysts don’t see a turnaround in the business in 2025 with earnings falling for the third year as well. 1 estimate was cut in the last 60 days for 2025 which pushed the Zacks Consensus down to $1.78 from $2.02.
They do expected a rebound in 2026, with the Zacks Consensus rising back to $2.58.
Image Source: Zacks Investment Research
Shares of Robert Half Sink to 5-Year Lows
Wall Street abandoned Robert Half in 2025. Shares of Robert Half have fallen to 5-year lows.
They’re down 18.3% over the last 5 years compared to the S&P 500, which has gained 101% during that same time.
Image Source: Zacks Investment Research
And it isn’t cheap. Robert Half trades with a forward price-to-earnings (P/E) ratio of 22.7. A P/E ratio under 15 is usually considered a value stock.
However, it is paying a dividend in 2025 so you will get rewarded for your patience. Last quarter, it paid $0.59 per share, which is $2.36 annualized. That’s a yield of 5.9%.
But be warned. The 2025 Zacks Consensus is only looking for earnings of $1.78. Will it continue to pay out that level of dividend with earnings on the decline?
Investors might want to wait on the sidelines until Robert Half reports its second quarter 2025 results in late July. Will there be a light at the end of the tunnel?
Only $1 to See All Zacks' Buys and Sells
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Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent.
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Bear of the Day: Robert Half (RHI)

Shareholders of Robert Half Inc (Symbol: RHI) looking to boost their income beyond the stock's 5.7% annualized dividend yield can sell the December covered call at the $45 strike and collect the premium based on the $2.70 bid, which annualizes to an additional 13.4% rate of return against the current stock price (at Stock Options Channel we call this the YieldBoost), for a total of 19.2% annualized rate in the scenario where the stock is not called away. Any upside above $45 would be lost if the stock rises there and is called away, but RHI shares would have to advance 9.3% from current levels for that to occur, meaning that in the scenario where the stock is called, the shareholder has earned a 15.9% return from this trading level, in addition to any dividends collected before the stock was called.
In general, dividend amounts are not always predictable and tend to follow the ups and downs of profitability at each company. In the case of Robert Half Inc, looking at the dividend history chart for RHI below can help in judging whether the most recent dividend is likely to continue, and in turn whether it is a reasonable expectation to expect a 5.7% annualized dividend yield.
Below is a chart showing RHI's trailing twelve month trading history, with the $45 strike highlighted in red:
The chart above, and the stock's historical volatility, can be a helpful guide in combination with fundamental analysis to judge whether selling the December covered call at the $45 strike gives good reward for the risk of having given away the upside beyond $45. (Do most options expire worthless? This and six other common options myths debunked). We calculate the trailing twelve month volatility for Robert Half Inc (considering the last 250 trading day closing values as well as today's price of $41.20) to be 34%. For other call options contract ideas at the various different available expirations, visit the RHI Stock Options page of StockOptionsChannel.com.
In mid-afternoon trading on Tuesday, the put volume among S&P 500 components was 859,367 contracts, with call volume at 1.91M, for a put:call ratio of 0.45 so far for the day. Compared to the long-term median put:call ratio of .65, that represents very high call volume relative to puts; in other words, buyers are preferring calls in options trading so far today. Find out which 15 call and put options traders are talking about today.
LFT Historical Stock Prices
STX Average Annual Return
PMM Split History
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

YieldBoost Robert Half To 19.2% Using Options

Money doesn't grow on trees, but there are ways to collect passive income from doing nothing. Some companies pass along a portion of profits to shareholders through dividends, which can be an excellent way to book a return without selling stock.
While the S&P 500 dividend yield is just 1.3%, some stocks have far higher yields either because they have steadily raised their payouts or their stock prices are down big, pushing up the yield.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »
United Parcel Service (NYSE: UPS), APA Corporation (NASDAQ: APA), and Robert Half (NYSE: RHI) are three dividend stocks whose yields have ballooned above 5% due to falling stock prices. Here's why all three companies are worth a closer look in May.
From bad to worse for UPS, but it should get better
Daniel Foelber (United Parcel Service): UPS is hovering around a five-year low. A big dividend raise in early 2022, paired with small raises since then and a falling stock price, has pushed the package delivery giant's yield to 6.8%. This yield is at an all-time high, but for all the wrong reasons.
When UPS raised its dividend by 49% in early 2022, it seemed reasonable given the surge in earnings per share (EPS) and free cash flow (FCF). But as you can see in the following chart, EPS and FCF have been declining for years, making the once reasonable dividend payment borderline unaffordable.
UPS data by YCharts. EPS = earnings per share. TTM = trailing 12 months.
On recent earnings calls, management has reassured investors that the dividend is safe. However, UPS wants earnings to be double the dividend. There are only two ways to achieve that goal: grow earnings faster than the dividend or cut the payout.
First-quarter 2025 results didn't give investors a lot to smile about. Consolidated operating profit and diluted EPS were barely higher than Q1 2024, which is disappointing, considering the weak comps. UPS decided not to provide a full-year guidance update but did provide second-quarter guidance. In the upcoming quarter, UPS expects U.S. domestic average delivery volume to be down 9% and revenue to be down by low single digits from Q2 2024. Again, this is particularly bad given the weak comps from last year.
Despite all the challenges, UPS could still be worth buying for patient investors. Unlike some turnaround companies that are desperately losing market share and are unprofitable, UPS is still incredibly profitable. Its poor results stem from the overexpansion of its network to prepare for a sustained boom in delivery volumes. Instead, delivery volumes flatlined post-pandemic, leaving UPS overextended. In other words, these issues are solvable.
UPS still has plenty of long-term advantages and operating leverage. Profits are still slightly above pre-pandemic levels; they just look low because of how much they grew in 2020 and 2021.
UPS wouldn't be in dire straits if its dividend weren't such a high expense. But given where the dividend is, UPS is left with little wiggle room to navigate challenges. As my colleague Lee Samaha points out, UPS may be better off cutting its dividend so it can focus on its long-term growth plans, like high-margin deliveries, technology investments, and so forth.
Given the stock's slumping price, investors clearly aren't sticking around to hold the stock just for its high yield. A 50% cut would do wonders for the company's balance sheet and relieve some pressure so management can focus on turning the business around. And UPS would still yield a hefty 3.4% even if the dividend were cut in half, which is still more than many well-known dividend stocks with high yields, such as Coca-Cola.
All told, UPS stands out as a good choice for investors looking for a beaten-down value stock to buy in May.
There's more than one reason to power your portfolio with APA
Scott Levine (APA Corporation): While some niches of the market have shown resilience during this market downturn, the oil patch isn't one of them. With energy prices plummeting, investors have largely dismissed oil and gas stocks. But smart investors know that this shortsightedness can provide great buying opportunities.
Such is the case with APA Corporation -- an upstream energy company with assets in the United States, Egypt, and the United Kingdom -- whose stock currently offers an enticing 6.2% forward yield. Consistent with the strong correlation between movements in the price of oil and gas stocks, investors should find the fall in APA's stock unsurprising as it mirrors the decline in the price of oil benchmarks West Texas Intermediate and Brent.
APA data by YCharts.
Because energy stocks are cyclical, those with longer investing horizons can take advantage of downturns such as these. APA, in particular, is a worthy consideration, considering its judicious approach to the dividend. In 2024, for example, the company returned 71% of free cash flow to shareholders, while management projects allocating at least 60% of free cash for shareholders -- in the form of dividends and stock buybacks -- in 2025.
Adding to the stock's allure right now is that it's trading at a discount to its historic valuation. While APA stock's five-year average operating cash flow multiple is 2.7, shares are currently trading at only 1.4 times operating cash flow.
A cyclical stock with a 5.3% dividend yield
Lee Samaha (Robert Half): Buying into a human resource and recruitment company when the economy is weakening might seem like a recipe for disaster, but hear me out. There are two good reasons for buying the stock to earn passive income. The first is that Robert Half is a company with excellent cash-generating properties, and its dividend has long been very well covered, even in recessionary periods.
RHI Free Cash Flow Per Share data by YCharts. TTM = trailing 12 months.
The second reason is that the economy's slowdown is caused by "heightened economic uncertainty over U.S. trade and other policy developments," according to CEO Keith Waddell on the recent earnings call. As such, "client and job seeker caution continues to elongate decision cycles and subdue hiring activity and new project starts."
But here's the thing: That uncertainty will reduce when there's greater clarity over the tariffs or trade deals, leading to a de-escalation in the conflict. Consequently, Robert Half will be ideally positioned to be one of the early beneficiaries of a release of delayed hiring plans.
All told, the stock's downside is protected by its dividend and cash flow, while there's upside potential from a de-escalation of trade disagreements. Meanwhile, investors will earn a 5.3% dividend yield.
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Daniel Foelber has no position in any of the stocks mentioned. Lee Samaha has no position in any of the stocks mentioned. Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apa. The Motley Fool recommends United Parcel Service. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Beaten-Down Dividend Stocks With Yields Over 5% to Buy in May for Passive Income

The S&P 500 Index ($SPX) (SPY) Thursday closed up +2.03%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up by +1.23%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +2.79%. June E-mini S&P futures (ESM25) are up +2.05%, and June E-mini Nasdaq futures (NQM25) are up +2.80%.
Stock indexes rallied on Thursday, with the S&P 500 posting a 3-week high and the Nasdaq 100 posting a 2-week high. Strength in megacap technology stocks and chip makers boosted the broader market after Texas Instruments and Lam Research reported better-than-expected earnings results. Signs of a stable US labor market also support stocks after weekly initial unemployment claims rose as expected, and weekly continuing claims fell to a 10-week low. In addition, lower T-note yields are positive for stocks, with the 10-year T-note yield falling -7.6 bp to 4.305% after Cleveland Fed President Hammack said the Fed could cut rates in June if it has clear, convincing data and after Fed Governor Waller said he would support Fed rate cuts if tariffs led to job losses.
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Stocks extended their gains Thursday when President Trump said his administration was talking with China on trade, despite China denying the existence of any negotiations. Trump said administration officials “had a meeting Thursday morning, and we’ve been meeting with China.”
Stock gains are limited by the concern that there will be no quick resolution to the China-US trade war. Treasury Secretary Bessent said President Trump hasn’t offered to take down US tariffs on China on a unilateral basis. Also, China’s Commerce Ministry said the US should revoke all unilateral tariffs and “show sincerity” if it wants to make a trade deal, and “any reports on development in trade talks are groundless.”
US weekly initial unemployment claims rose +6,000 to 222,000, right on expectations. Weekly continuing claims fell -37,000 to a 10-week low of 1.841 million, showing a stronger labor market than expectations of 1.869 million.
US March capital goods new orders nondefense ex-aircraft and parts rose +0.1% m/m, right on expectations.
The US Mar Chicago Fed national activity index fell -0.27 to -0.03, weaker than expectations of 0.12.
US Mar existing home sales fell -5.9% m/m to a 6-month low of 4.02 million, weaker than expectations of 4.13 million.
Dovish Fed comments Thursday were supportive of stock and bonds. Cleveland Fed President Hammack ruled out a Fed rate cut at that May 6-7 FOMC meeting but said, “If we have clear and convincing data by June, I think you’ll see the committee move if we know which is the right way to move at that point in time.” Also, Fed Governor Waller said, “If we see a significant drop in the labor market due to aggressive tariff levels, then I think it’s important that we step in” and lower interest rates.
The markets are discounting the chances at 8% for a -25 bp rate cut after the May 6-7 FOMC meeting.
This week’s market focus will be on Q1 corporate earnings results and any changes to US trade policies. Friday brings the revised University of Michigan April consumer sentiment index (expected no change at 50.8).
Q1 earnings reporting season is in full swing. According to data compiled by Bloomberg Intelligence, the market consensus is for Q1 year-over-year earnings growth of +6.7% for the S&P 500 stocks, down from expectations of +11.1% in early November. Full-year 2025 corporate profits for the S&P 500 are seen rising +9.4%, down from the forecast of +12.5% in early January.
Overseas stock markets on Thursday settled higher. The Euro Stoxx 50 closed up +0.32%. China’s Shanghai Composite rose to a 3-week high and closed up +0.03%. Japan’s Nikkei Stock 225 climbed to a 3-week high and closed up +0.49%.
Interest Rates
June 10-year T-notes (ZNM25) Thursday closed up +18 ticks. The 10-year T-note yield fell -7.6 bp to 4.305%. June T-notes on Thursday settled moderately higher due to carryover support from strength in European government bonds. T-notes also have carryover support from Wednesday when President Trump said he had no intention of firing Fed Chair Powell, easing concerns over the Fed’s independence, which could have sparked foreign selling of dollar assets, including Treasuries. T-notes extended their gains on dovish Fed comments after Cleveland Fed President Hammack said clear data could prompt the Fed to cut interest rates in June, and Fed Governo Waller said he would support Fed rate cuts if tariffs led to job losses.
Limiting gains in T-note prices Thursday was rising inflation expectations after the US 10-year breakeven inflation rate rose to a 3-week high of 2.317%. Also, weak demand for the Treasury’s $44 billion auction of 7-year T-notes was bearish as the auction had a bid-to-cover ratio of 2.55, weaker than the 10-auction average of 2.64.
European government bond yields Thursday moved lower. The 10-year German bund yield fell -4.9 bp to 2.448%. The 10-year UK gilt yield fell -5.2 bp to 4.500%.
Eurozone Mar new car registrations fell -0.2% y/y to 1.030 million units, the third consecutive monthly decline.
The German Apr IFO business confidence index unexpectedly rose +0.2 to a 9-month high of 86.9, stronger than expectations of a decline to 85.2.
ECB Governing Council member Rehn said the ECB would probably have to lower interest rates further and shouldn’t exclude a larger reduction than 25 bp.
Swaps are discounting the chances at 98% for a -25 bp rate cut by the ECB at the June 5 policy meeting.
US Stock Movers
Magnificent Seven stocks moved higher Thursday and supported gains in the broader market. Nvidia (NVDA), Amazon.com (AMZN), Tesla (TSLA), and Microsoft (MSFT) closed up more than +3%. Also, Meta Platforms (META) and Alphabet (GOOGL) closed up more than +2%, and Apple (AAPL) closed up more than +1%.
Chip stocks rallied sharply on Thursday due to some better-than-expected earnings results. Microchip Technology (MCHP) closed up more than +12% to lead gainers in the Nasdaq 100, and ON Semiconductor (ON) closed up more than +8%. Texas Instruments (TXN) closed up more than +5% after reporting Q1 revenue of $4.07 billion, above the consensus of $3.91 billion, and forecast Q2 revenue of $4.17 billion-$4.53 billion, stronger than the consensus of $4.12 billion. Also, Lam Research (LRCX) closed up more than +6% after reporting Q3 adjusted EPS of $1.04, above the consensus of $1.00. Other chipmakers rallied on the news, with Marvell Technology (MRVL), ARM Holdings Plc (ARM), Broadcom (AVGO), and NXP Semiconductors NV (NXPI) closing up more than +6%, and GlobalFoundries (GFS) closing up more than +5%.
ServiceNow (NOW) closed up more than +15% to lead gainers in the S&P 500after reporting Q1 subscription revenue of $3.09 billion, better than the consensus of $3.08 billion and forecast Q2 subscription revenue of $3.03 billion-$3.04 billion, stronger than the consensus of $3.02 billion.
Hasbro (HAS) closed up more than +14% after reporting Q1 net revenue of $887.1 million, well above the consensus of $769.2 million.
Allegion Plc (ALLE) closed up more than +10% after reporting Q1 adjusted EPS of $1.86, better than the consensus of $1.68.
United Rentals (URI) closed up more than +9% after reporting Q1 adjusted EPS of $8.86, stronger than the consensus of $8.66.
Edwards Lifesciences (EW) closed up more than +6% after reporting raising its full-year sales forecast to $5.7 billion-$6.1 billion from a previous forecast of $5.6 billion-$6.0 billion, the midpoint above the consensus of $5.81 billion.
Fiserv (FI) closed down more than -18% to lead losers in the S&P 500 after reporting Q1 organic revenue rose +7.0%, weaker than expectations of +8.48%.
LKQ Corp (LKQ) closed down more than -11% after reporting Q1 revenue of $3.46 billion, weaker than the consensus of $3.59 billion.
Alaska Air Group (ALK) closed down more than -9% after forecasting Q2 adjusted EPS of $1.15-$1.65, well below the consensus of $2.41.
International Business Machines (IBM) closed down more than -6% to lead losers in the Dow Jones Industrials despite reporting better-than-expected Q1 earnings after it said economic uncertainty and US government cost cuts may affect future earnings.
PepsiCo (PEP) closed down more than -4% to lead losers in the Nasdaq 100 after reporting Q1 core EPS of $1.48, below the consensus of $1.49, and cut its full-year organic revenue outlook to a low single-digit increase from a previous view of mid-single-digit growth.
Comcast Corp (CMCSA) closed down more than -3% after reporting Q1 pay-TV customers fell by -427,000, a larger decline than the consensus of -409,300.
Tractor Supply (TSCO) closed down more than -3% after reporting Q1 net sales of $3.47 billion, weaker than the consensus of $3.53 billion.
Robert Half Inc (RHI) closed down more than -3% after reporting Q1 revenue of $1.35 billion, below the consensus of $1.41 billion, citing US trade policy weighing on business confidence.
Earnings Reports (4/25/2025)
AbbVie Inc (ABBV), Aon PLC (AON), Centene Corp (CNC), Charter Communications Inc (CHTR), Colgate-Palmolive Co (CL), HCA Healthcare Inc (HCA), LyondellBasell Industries NV (LYB), Phillips 66 (PSX), Schlumberger NV (SLB).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Finish Sharply Higher on Tech Stock Strength and Fed Rate Cut Hopes

The S&P 500 Index ($SPX) (SPY) today is up +1.06%, the Dow Jones Industrials Index ($DOWI) (DIA) is up by +0.47%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.63%. June E-mini S&P futures (ESM25) are up +1.22%, and June E-mini Nasdaq futures (NQM25) are up +1.75%.
Stock indexes today are trading higher. Strength in megacap technology stocks and chip makers are boosting the broader market after Texas Instruments and Lam Research reported better-than-expected earnings results. Signs of a stable US labor market also support stocks after weekly initial unemployment claims rose as expected, and weekly continuing claims fell to a 10-week low. In addition, lower T-note yields are positive for stocks, with the 10-year T-note yield down -5.1 bp to 4.330% after Cleveland Fed President Hammack said the Fed could cut rates in June if it has clear, convincing data and after Fed Governor Waller said he would support Fed rate cuts if tariffs led to job losses.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stock gains are limited by the concern that there will be no quick resolution to the China-US trade war. Treasury Secretary Bessent said President Trump hasn't offered to take down US tariffs on China on a unilateral basis. Also, China's Commerce Ministry said the US should revoke all unilateral tariffs and "show sincerity" if it wants to make a trade deal, and "any reports on development in trade talks are groundless."
US weekly initial unemployment claims rose +6,000 to 222,000, right on expectations. Weekly continuing claims fell -37,000 to a 10-week low of 1.841 million, showing a stronger labor market than expectations of 1.869 million.
US March capital goods new orders nondefense ex-aircraft and parts rose +0.1% m/m, right on expectations.
The US Mar Chicago Fed national activity index fell -0.27 to -0.03, weaker than expectations of 0.12.
US Mar existing home sales fell -5.9% m/m to a 6-month low of 4.02 million, weaker than expectations of 4.13 million.
Dovish Fed comments today are supportive of stock and bonds. Cleveland Fed President Hammack ruled out a Fed rate cut at that May 6-7 FOMC meeting but said, "If we have clear and convincing data by June, I think you'll see the committee move if we know which is the right way to move at that point in time." Also, Fed Governor Waller said, "If we see a significant drop in the labor market due to aggressive tariff levels, then I think it's important that we step in" and lower interest rates.
The markets are discounting the chances at 8% for a -25 bp rate cut after the May 6-7 FOMC meeting.
This week's market focus will be on Q1 corporate earnings results and any changes to US trade policies. Friday brings the revised University of Michigan April consumer sentiment index (expected no change at 50.8).
Q1 earnings reporting season is in full swing. According to data compiled by Bloomberg Intelligence, the market consensus is for Q1 year-over-year earnings growth of +6.7% for the S&P 500 stocks, down from expectations of +11.1% in early November. Full-year 2025 corporate profits for the S&P 500 are seen rising +9.4%, down from the forecast of +12.5% in early January.
Overseas stock markets today are higher. The Euro Stoxx 50 is up +0.05%. China's Shanghai Composite rose to a 3-week high and closed up +0.03%. Japan's Nikkei Stock 225 climbed to a 3-week high and closed up +0.49%.
Interest Rates
June 10-year T-notes (ZNM25) today are up +14 ticks. The 10-year T-note yield is down -5.9 bp to 4.323%. June T-notes today are moderately higher due to carryover support from strength in European government bonds. T-notes also have carryover support from Wednesday when President Trump said he had no intention of firing Fed Chair Powell, easing concerns over the Fed's independence, which could have sparked foreign selling of dollar assets, including Treasuries. T-notes extended their gains on dovish Fed comments after Cleveland Fed President Hammack said clear data could prompt the Fed to cut interest rates in June, and Fed Governo Waller said he would support Fed rate cuts if tariffs led to job losses. Supply pressures are limiting gains in T-notes ahead of the Treasury's $44 billion auction of 7-year T-notes later this afternoon.
European government bond yields today are moving lower. The 10-year German bund yield is down -4.2 bp to 2.455%. The 10-year UK gilt yield is down -4.9 bp to 4.503%.
Eurozone Mar new car registrations fell -0.2% y/y to 1.030 million units, the third consecutive monthly decline.
The German Apr IFO business confidence index unexpectedly rose +0.2 to a 9-month high of 86.9, stronger than expectations of a decline to 85.2.
ECB Governing Council member Rehn said the ECB would probably have to lower interest rates further and shouldn't exclude a larger reduction than 25 bp.
Swaps are discounting the chances at 98% for a -25 bp rate cut by the ECB at the June 5 policy meeting.
US Stock Movers
Magnificent Seven stocks are moving higher today and supporting gains in the broader market. Nvidia (NVDA) is up more than +2%. Also, Tesla (TSLA), Meta Platforms (META), Amazon.com (AMZN), Alphabet (GOOGL), and Microsoft (MSFT) are up more than +1%. In addition, Apple (AAPL) is up +0.47%.
Chip stocks are climbing today on some better-than-expected earnings results. Microchip Technology (MCHP) is up more than +8% to lead gainers in the Nasdaq 100, and ON Semiconductor (ON) is up more than +7%. Texas Instruments (TXN) is up more than +6% after reporting Q1 revenue of $4.07 billion, above the consensus of $3.91 billion, and forecast Q2 revenue of $4.17 billion-$4.53 billion, stronger than the consensus of $4.12 billion. Also, Lam Research (LRCX) is up more than +5% after reporting Q3 adjusted EPS of $1.04, above the consensus of $1.00. Other chipmakers rallied on the news, with Marvell Technology (MRVL) up more than +5%, and GlobalFoundries (GFS), ARM Holdings Plc (ARM), and NXP Semiconductors NV (NXPI) up more than +4%.
Hasbro (HAS) is up more than +15% to lead gainers in the S&P 500 after reporting Q1 net revenue of $887.1 million, well above the consensus of $769.2 million.
ServiceNow (NOW) is up more than +13% after reporting Q1 subscription revenue of $3.09 billion, better than the consensus of $3.08 billion, and forecast Q2 subscription revenue of $3.03 billion-$3.04 billion, stronger than the consensus of $3.02 billion.
Allegion Plc (ALLE) is up more than +9% after reporting Q1 adjusted EPS of $1.86, better than the consensus of $1.68.
United Rentals (URI) is up more than +7% after reporting Q1 adjusted EPS of $8.86, stronger than the consensus of $8.66.
Edwards Lifesciences (EW) is up more than +6% after reporting raising its full-year sales forecast to $5.7 billion-$6.1 billion from a previous forecast of $5.6 billion-$6.0 billion, the midpoint above the consensus of $5.81 billion.
Fiserv (FI) is down more than -14% to lead losers in the S&P 500 after reporting Q1 organic revenue rose +7.0%, weaker than expectations of +8.48%.
Alaska Air Group (ALK) is down more than -10% after forecasting Q2 adjusted EPS of $1.15-$1.65, well below the consensus of $2.41.
International Business Machines (IBM) is down more than -6% to lead losers in the Dow Jones Industrials despite reporting better-than-expected Q1 earnings after it said economic uncertainty and US government cost cuts may affect future earnings.
LKQ Corp (LKQ) is down more than -10% after reporting Q1 revenue of $3.46 billion, weaker than the consensus of $3.59 billion.
Robert Half Inc (RHI) is down more than -7% after reporting Q1 revenue of $1.35 billion, below the consensus of $1.41 billion, citing US trade policy that’s weighing on business confidence.
Comcast Corp (CMCSA) is down more than -4% to lead losers in the Nasdaq 100 after reporting Q1 pay-TV customers fell by -427,000, a larger decline than the consensus of -409,300.
Tractor Supply (TSCO) is down more than -3% after reporting Q1 net sales of $3.47 billion, weaker than the consensus of $3.53 billion.
Earnings Reports (4/24/2025)
Allegion plc (ALLE), Alphabet Inc (GOOGL), Ameriprise Financial Inc (AMP), Bristol-Myers Squibb Co (BMY), CBRE Group Inc (CBRE), CenterPoint Energy Inc (CNP), CMS Energy Corp (CMS), Comcast Corp (CMCSA), Digital Realty Trust Inc (DLR), Dover Corp (DOV), Dow Inc (DOW), Eastman Chemical Co (EMN), Erie Indemnity Co (ERIE), Fiserv Inc (FI), Freeport-McMoRan Inc (FCX), Gilead Sciences Inc (GILD), Hartford Insurance Group Inc/The (HIG), Hasbro Inc (HAS), Healthpeak Properties Inc (DOC), Intel Corp (INTC), Interpublic Group of Cos Inc/The (IPG), Keurig Dr Pepper Inc (KDP), L3Harris Technologies Inc (LHX), LKQ Corp (LKQ), Merck & Co Inc (MRK), Nasdaq Inc (NDAQ), PepsiCo Inc (PEP), PG&E Corp (PCG), Pool Corp (POOL), Principal Financial Group Inc (PFG), Procter & Gamble Co/The (PG), Republic Services Inc (RSG), Southwest Airlines Co (LUV), Textron Inc (TXT), T-Mobile US Inc (TMUS), Tractor Supply Co (TSCO), Union Pacific Corp (UNP), Valero Energy Corp (VLO), VeriSign Inc (VRSN), West Pharmaceutical Services Inc (WST), Weyerhaeuser Co (WY), Willis Towers Watson PLC (WTW), Xcel Energy Inc (XEL).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Rally on Strength in Big Tech and Dovish Fed Speak

We just received data on a new analyst forecast for $RHI. Tobey Sommer from Truist Financial set a price target of 55.0 for RHI.
To track analyst ratings and price targets for $RHI, check out Quiver Quantitative's $RHI forecast page.
$RHI Insider Trading Activity
$RHI insiders have traded $RHI stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $RHI stock by insiders over the last 6 months:
DIRK A KEMPTHORNE sold 1,032 shares for an estimated $76,729
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$RHI Hedge Fund Activity
We have seen 196 institutional investors add shares of $RHI stock to their portfolio, and 255 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
MAWER INVESTMENT MANAGEMENT LTD. added 3,398,257 shares (+72.6%) to their portfolio in Q4 2024, for an estimated $239,441,188
BOSTON PARTNERS added 1,271,237 shares (+17.5%) to their portfolio in Q4 2024, for an estimated $89,571,359
MILLENNIUM MANAGEMENT LLC removed 1,175,266 shares (-66.6%) from their portfolio in Q4 2024, for an estimated $82,809,242
BALYASNY ASSET MANAGEMENT L.P. added 680,242 shares (+5172.2%) to their portfolio in Q4 2024, for an estimated $47,929,851
WELLINGTON MANAGEMENT GROUP LLP added 619,982 shares (+293.3%) to their portfolio in Q4 2024, for an estimated $43,683,931
CITADEL ADVISORS LLC added 478,466 shares (+127.2%) to their portfolio in Q4 2024, for an estimated $33,712,714
SCHRODER INVESTMENT MANAGEMENT GROUP added 401,369 shares (+124.2%) to their portfolio in Q4 2024, for an estimated $28,280,459
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

New Analyst Forecast: $RHI Given $55.0 Price Target

The S&P 500 Index ($SPX) (SPY) today is up +0.29%, the Dow Jones Industrials Index ($DOWI) (DIA) is down -0.28%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.73%. June E-mini S&P futures (ESM25) are down -0.18%, and June E-mini Nasdaq futures (NQM25) are down -0.03%.
Stock indexes today are mostly higher. Strength in megacap technology stocks and chip makers is boosting the broader maker after Texas Instruments, and Lam Research reported better-than-expected earnings results. Signs of a stable US labor market are also supporting stocks after weekly initial unemployment claims rose as expected, and weekly continuing claims fell to a 10-week low. In addition, lower T-note yields are positive for stocks, with the 10-year T-note yield down -5.1 bp to 4.330% after Cleveland Fed President Hammack said the Fed could cut rates in June if it has clear, convincing data.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stock gains are limited by concern there will be no quick resolution to the China-US trade war. Treasury Secretary Bessent said President Trump hasn’t offered to take down US tariffs on China on a unilateral basis. Also, China’s Commerce Ministry said the US should revoke all unilateral tariffs and “show sincerity” if it wants to make a trade deal, and “any reports on development in trade talks are groundless.”
US weekly initial unemployment claims rose +6,000 to 222,000, right on expectations. Weekly continuing claims fell -37,000 to a 10-week low of 1.841 million, showing a stronger labor market than expectations of 1.869 million.
US March capital goods new orders nondefense ex-aircraft and parts rose +0.1% m/m, right on expectations.
The US Mar Chicago Fed national activity index fell -0.27 to -0.03, weaker than expectations of 0.12.
Dovish comments from Cleveland Fed President Hammack were supportive of stock and bonds when she ruled out a Fed rate cut at that May 6-7 FOMC meeting but said, “If we have clear and convincing data by June, I think you’ll see the committee move if we know which is the right way to move at that point in time.”
The markets are discounting the chances at 8% for a -25 bp rate cut after the May 6-7 FOMC meeting.
This week’s market focus will be on Q1 corporate earnings results and any changes to US trade policies. The Fed Beige Book will be released later today. Thursday brings March existing home sales (expected to fall -2.8% m/m to 4.14 million). Friday brings the revised University of Michigan April consumer sentiment index (expected no change at 50.8).
Q1 earnings reporting season is in full swing. According to data compiled by Bloomberg Intelligence, the market consensus is for Q1 year-over-year earnings growth of +6.7% for the S&P 500 stocks, down from expectations of +11.1% in early November. Full-year 2025 corporate profits for the S&P 500 are seen rising +9.4%, down from the forecast of +12.5% in early January.
Overseas stock markets today are mixed. The Euro Stoxx 50 is down -0.17%. China’s Shanghai Composite rose to a 3-week high and closed up +0.03%. Japan’s Nikkei Stock 225 climbed to a 3-week high and closed up +0.49%.
Interest Rates
June 10-year T-notes (ZNM25) today are up +14 ticks. The 10-year T-note yield is down -5.1 bp to 4.330%. June T-notes today are moderately higher due to carryover support from strength in European government bonds. T-notes also have carryover support from Wednesday when President Trump said he had no intention of firing Fed Chair Powell, easing concerns over the Fed’s independence, which could have sparked foreign selling of dollar assets, including Treasuries. T-notes extended their gains on dovish comments from Cleveland Fed President Hammack, who said clear data could prompt the Fed to cut interest rates in June. Supply pressures are limiting gains in T-notes ahead of the Treasury’s $44 billion auction of 7-year T-notes later this afternoon.
European government bond yields today are moving lower. The 10-year German bund yield is down -4.6 bp to 2.451%. The 10-year UK gilt yield is down -5.1 bp to 4.501%.
Eurozone Mar new car registrations fell -0.2% y/y to 1.030 million units, the third consecutive monthly decline.
The German Apr IFO business confidence index unexpectedly rose +0.2 to a 9-month high of 86.9, stronger than expectations of a decline to 85.2.
ECB Governing Council member Rehn said the ECB would probably have to lower interest rates further and shouldn’t exclude a larger reduction than 25 bp.
Swaps are discounting the chances at 98% for a -25 bp rate cut by the ECB at the June 5 policy meeting.
US Stock Movers
Magnificent Seven stocks are moving higher today and supporting gains in the broader market. Nvidia (NVDA) is up more than +2%. Also, Tesla (TSLA), Meta Platforms (META), Amazon.com (AMZN), Alphabet (GOOGL), and Microsoft (MSFT) are up more than +1%. In addition, Apple (AAPL) is up +0.47%.
Chip stocks are climbing today on some better-than-expected earnings results. Microchip Technology (MCHP) is up more than +7% to lead gainers in the Nasdaq 100. Texas Instruments (TXN) is up more than +5% after reporting Q1 revenue of $4.07 billion, above the consensus of $3.91 billion, and forecast Q2 revenue of $4.17 billion-$4.53 billion, stronger than the consensus of $4.12 billion. Also, Lam Research (LRCX) is up more than +3% after reporting Q3 adjusted EPS of $1.04, above the consensus of $1.00. Other chipmakers rallied on the news, Analog Devices (ADI) and ON Semiconductor (ON) up more than +4%, and Marvell Technology (MRVL), GlobalFoundries (GFS), ARM Holdings Plc (ARM), and NXP Semiconductors NV (NXPI) up more than +2%.
ServiceNow (NOW) is up more than +14% to lead gainers in the S&P 500after reporting Q1 subscription revenue of $3.09 billion, better than the consensus of $3.08 billion and forecast Q2 subscription revenue of $3.03 billion-$3.04 billion, stronger than the consensus of $3.02 billion.
Hasbro (HAS) is up more than +12% after reporting Q1 net revenue of $887.1 million, well above the consensus of $769.2 million.
Allegion Plc (ALLE) is up more than +8% after reporting Q1 adjusted EPS of $1.86, better than the consensus of $1.68.
Edwards Lifesciences (EW) is up more than +5% after reporting raising its full-year sales forecast to $5.7 billion-$6.1 billion from a previous forecast of $5.6 billion-$6.0 billion, the midpoint above the consensus of $5.81 billion.
Fiserv (FI) is down more than -14% to lead losers in the S&P 500 after reporting Q1 organic revenue rose +7.0%, weaker than expectations of +8.48%.
Alaska Air Group (ALK) is down more than -11% after forecasting Q2 adjusted EPS of $1.15-$1.65, well below the consensus of $2.41.
International Business Machines (IBM) is down more than -8% to lead losers in the Dow Jones Industrials despite reporting better-than-expected Q1 earnings after it said economic uncertainty and US government cost cuts may affect future earnings.
LKQ Corp (LKQ) is down more than -8% after reporting Q1 revenue of $3.46 billion, weaker than the consensus of $3.59 billion.
Tractor Supply (TSCO) is down more than -7% after reporting Q1 net sales of $3.47 billion, weaker than the consensus of $3.53 billion.
Robert Half Inc (RHI) is down more than -11% after reporting Q1 revenue of $1.35 billion, below the consensus of $1.41 billion, citing US trade policy that is weighing on business confidence.
Comcast Corp (CMCSA) is down more than -6% to lead losers in the Nasdaq 100 after reporting Q1 pay-TV customers fell by -427,000, a larger decline than the consensus of -409,300.
Earnings Reports (4/24/2025)
Allegion plc (ALLE), Alphabet Inc (GOOGL), Ameriprise Financial Inc (AMP), Bristol-Myers Squibb Co (BMY), CBRE Group Inc (CBRE), CenterPoint Energy Inc (CNP), CMS Energy Corp (CMS), Comcast Corp (CMCSA), Digital Realty Trust Inc (DLR), Dover Corp (DOV), Dow Inc (DOW), Eastman Chemical Co (EMN), Erie Indemnity Co (ERIE), Fiserv Inc (FI), Freeport-McMoRan Inc (FCX), Gilead Sciences Inc (GILD), Hartford Insurance Group Inc/The (HIG), Hasbro Inc (HAS), Healthpeak Properties Inc (DOC), Intel Corp (INTC), Interpublic Group of Cos Inc/The (IPG), Keurig Dr Pepper Inc (KDP), L3Harris Technologies Inc (LHX), LKQ Corp (LKQ), Merck & Co Inc (MRK), Nasdaq Inc (NDAQ), PepsiCo Inc (PEP), PG&E Corp (PCG), Pool Corp (POOL), Principal Financial Group Inc (PFG), Procter & Gamble Co/The (PG), Republic Services Inc (RSG), Southwest Airlines Co (LUV), Textron Inc (TXT), T-Mobile US Inc (TMUS), Tractor Supply Co (TSCO), Union Pacific Corp (UNP), Valero Energy Corp (VLO), VeriSign Inc (VRSN), West Pharmaceutical Services Inc (WST), Weyerhaeuser Co (WY), Willis Towers Watson PLC (WTW), Xcel Energy Inc (XEL).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Supported by Strength in Big Tech and Chip Makers

Robert Half International Inc. RHI reported narrower-than-expected first-quarter 2025 results.
Quarterly earnings of 17 cents per share missed the consensus mark by 52.8% and declined 72.1% year over year. Revenues of $1.35 billion lagged the consensus mark by 3.4% and decreased 8.4% year over year.
Robert Half Inc. Price, Consensus and EPS Surprise
Robert Half Inc. price-consensus-eps-surprise-chart | Robert Half Inc. Quote
The company’s shares have depreciated 35.1% over the past year compared with the Staffing Firms industry’s 30.6% decline.
RHI’s Talent Solutions Revenues Down, Protiviti Up
Talent Solutions’ revenues of $875.3 million decreased 11% year over year on an as-adjusted basis and came in below our estimate of $914.2 million. U.S. Talent Solutions’ revenues of $676 million were down 10% year over year. Non-U.S. Talent Solutions revenues also decreased 15% year over year on an adjusted basis to $199 million.
Protiviti revenues came in at $477 million, up 5% year over year on an as-adjusted basis and below our expectation of $503.1 million. The U.S. Protiviti revenues of $387 million increased 4% year over year on an adjusted basis. Non-U.S. Protiviti revenues of $90 million were up 8% year over year on an as-adjusted basis.
Currency exchange rate movements declined revenues by $12 million in the quarter. The quarter had 61.9 billing days compared with 62.8 billing days in the year-ago quarter.
RHI’s Margins Contract
The adjusted gross profit in the quarter was $495 million, down 13.3% year over year. The adjusted gross profit margin of 36.6% declined 210 basis points year over year.
RHI’s Key Balance Sheet and Cash Flow Figures
Robert Half ended the quarter with a cash and cash equivalent balance of $342.5 million compared with $541 million in the first quarter of 2024. Operating cash in the quarter was $59 million, and capital expenditures were $12.4 million. RHI paid out $61 million in dividends.
Robert Half’s 2025 Guidance
For the second quarter of 2025, Robert Half expects revenues in the band of $1.31-$1.41 billion. The midpoint ($1.36 billion) of the guided range is below the current Zacks Consensus Estimate of $1.44 billion.
EPS is expected between 36 cents and 46 cents. The Zacks Consensus Estimate is currently pegged at 62 cents.
Moreover, the company anticipates 63.2 billing days in the second quarter of 2025. Capital expenditures, including capitalized cloud computing costs, are projected to range between $15 million and $25 million during the same period.
For 2025, capital expenditures and capitalized cloud computing costs are expected to be $75 million to $95 million. The estimated full-year tax rate is projected to be between 31% and 33%.
The company currently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Stocks to Consider
Some better-ranked stocks from the broader Zacks Business Services sector are Maximus MMS and Broadridge Financial Solutions BR.
Maximus sports a Zacks Rank of #1 at present. MMS has an encouraging earnings surprise history, having outpaced the Zacks Consensus estimate in three of the trailing four quarters and missing once. The average beat was 13.3%. (See the ZacksEarnings Calendar to stay ahead of market-making news.)
Broadridge currently carries a Zacks Rank #2 (Buy). BR has an encouraging earnings surprise history, having outpaced the Zacks Consensus estimate in two of the trailing four quarters and met twice in the remaining. The average beat was 3.2%.
Zacks Names #1 Semiconductor Stock
It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.
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Broadridge Financial Solutions, Inc. (BR) : Free Stock Analysis Report
Robert Half Inc. (RHI) : Free Stock Analysis Report
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This article originally published on Zacks Investment Research (zacks.com).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

	S/L 5%RUB 39.77	S/L 10%RUB 37.67	S/L 15%RUB 35.58
Day	1.84%	0.00%	0.00%
Week	29.17%	2.79%	0.07%
Month	60.69%	28.35%	9.64%

Robert Half Inc.

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