Opening Recap
Market Pulse: Markets drifted as income chasing dominated, with dividend strategies in focus after major funds pivoted to yield plays and Nike got branded “market perform.”
Key Movers: The Public Employees Retirement System of Ohio loaded up on financial names like Seacoast Banking, City Holding and Fox Corp, while Telsey Advisory’s rating on Nike tempered enthusiasm and SLRC’s “Hold” stance sparked covered-call chatter.
Macro & Politics: No significant policy headlines surfaced, leaving investors to track Fed chatter and earnings whispers as yield-driven money surges into financials.
What’s Next: Look for corporate dividend announcements and any Fed comments today to steer equity flows.
📈 Breaking Financial News
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Open access notables
The first emergence of unprecedented global water scarcity in the Anthropocene, Ravinandrasana & Franzke, Nature Communications
Access to water is crucial for all aspects of life. Anthropogenic global warming is projected to disrupt the…
Public Employees Retirement System of Ohio grew its holdings in shares of Seacoast Banking Corporation of Florida (NASDAQ:SBCF – Free Report) by 1.1% in the second quarter, Holdings Channel.com reports. The firm owned 93,818 shares of the financial services p…
Public Employees Retirement System of Ohio Has $2.66 Million Position in City Holding Company $CHCO
Public Employees Retirement System of Ohio grew its stake in City Holding Company (NASDAQ:CHCO – Free Report) by 1.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional …
Stepan Company $SCL Shares Sold by Public Employees Retirement System of Ohio
Public Employees Retirement System of Ohio lessened its holdings in shares of Stepan Company (NYSE:SCL – Free Report) by 30.6% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 46,950 shar…
Wipro Limited $WIT Shares Sold by Perigon Wealth Management LLC
Perigon Wealth Management LLC lessened its stake in shares of Wipro Limited (NYSE:WIT – Free Report) by 25.7% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 11,204 shares of the…
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Public Employees Retirement System of Ohio reduced its position in shares of Abrdn Emerging Markets Equity Income Fund Inc (NYSE:AEF – Free Report) by 5.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and…
Perigon Wealth Management LLC Purchases New Stake in Digital Realty Trust, Inc. $DLR
Perigon Wealth Management LLC purchased a new stake in Digital Realty Trust, Inc. (NYSE:DLR – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investo…
Public Employees Retirement System of Ohio Reduces Stock Holdings in Comerica Incorporated $CMA
Public Employees Retirement System of Ohio trimmed its position in Comerica Incorporated (NYSE:CMA – Free Report) by 0.7% during the 2nd quarter, HoldingsChannel reports. The firm owned 43,562 shares of the financial services provider’s stock after selling 30…
NIKE (NYSE:NKE) Receives Market Perform Rating from Telsey Advisory Group
Telsey Advisory Group reaffirmed their market perform rating on shares of NIKE (NYSE:NKE – Free Report) in a research report sent to investors on Wednesday morning, Benzinga reports. The brokerage currently has a $75.00 target price on the footwear maker’s sto…
Bentley Systems, Incorporated $BSY Shares Purchased by Public Employees Retirement System of Ohio
Public Employees Retirement System of Ohio boosted its holdings in Bentley Systems, Incorporated (NASDAQ:BSY – Free Report) by 13.3% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The…
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Public Employees Retirement System of Ohio Buys 3,413 Shares of Fox Corporation $FOX
Public Employees Retirement System of Ohio raised its stake in shares of Fox Corporation (NASDAQ:FOX – Free Report) by 7.0% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 52,282 shares of …
Molson Coors Beverage Company $TAP Shares Sold by Public Employees Retirement System of Ohio
Public Employees Retirement System of Ohio trimmed its holdings in shares of Molson Coors Beverage Company (NYSE:TAP – Free Report) by 1.1% during the second quarter, Holdings Channel reports. The firm owned 56,187 shares of the company’s stock after selling …
SLR Investment Corp. (NASDAQ:SLRC) Given Average Recommendation of “Hold” by Brokerages
SLR Investment Corp. (NASDAQ:SLRC – Get Free Report) has received a consensus recommendation of “Hold” from the seven analysts that are currently covering the stock, Marketbeat reports. Two investment analysts have rated the stock with a sell recommendation, …
Public Employees Retirement System of Ohio Acquires 8,441 Shares of Prosperity Bancshares, Inc. $PB
Public Employees Retirement System of Ohio boosted its holdings in shares of Prosperity Bancshares, Inc. (NYSE:PB – Free Report) by 27.2% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 39,427 shares of the bank’s stock afte…
American Financial Group, Inc. $AFG Shares Sold by Public Employees Retirement System of Ohio
Public Employees Retirement System of Ohio trimmed its holdings in American Financial Group, Inc. (NYSE:AFG – Free Report) by 7.0% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 22,078 …
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Market Commentary
What everyone’s missing is how the shift into high-yield financials isn’t just about chasing payouts—it’s a statement that growth stocks have lost their edge. The Public Employees Retirement System of Ohio isn’t playing games: grabbing shares of Seacoast Banking and Prosperity Bancshares shows a real move away from frothy tech bets.
Connect that pension rotation to the Nike tagged “market perform” call and you see a narrative: yield beats hype. When Telsey Advisory Group doubts upside at Nike, you’d think dividend-hunters would scramble elsewhere instead of paying for brand cachet. It’s a classic yield vs. growth showdown.
Action-oriented takeaway: if SLRC’s neutral stance tempts you, selling covered calls here could juice your return, but only if you’re prepared to cap gains. Focus on names delivering real distributions, then write a few options to sweeten the deal.