- Mario Gabelli's Strategic Moves: A Closer Look at Versant Media Group Inc
May 15, 2026
This article first appeared on GuruFocus.
Insights from the First Quarter of 2026
Mario Gabelli (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2026, providing insights into his investment moves during this period. Mario J. Gabelli is the Chairman and Chief Executive Officer of GAMCO Investors Inc., the firm he founded in 1977. A 1965 summa cum laude graduate of Fordham University's College of Business Administration, he also holds an M.B.A. from Columbia University Graduate School of Business and honorary doctorates from Fordham University and Roger Williams University. Gabelli serves on the Boards of Boston College, Roger Williams University, Columbia University Graduate School of Business, the American-Italian Cancer Foundation, the Foundation for Italian Art & Culture and is a Trustee of the Winston Churchill Foundation of the United States and of the E.L. Wiegand Foundation. He was Morningstar's Portfolio Manager of the Year in 1997. He was named Money Manager of the Year by Institutional Investor for 2011 and is a member of Barron's All Star Century Team. Gabelli's GAMCO Asset Management is credited by the academic community with establishing the Private Market Value with a Catalyst investment philosophy and applying this to the analysis of public equity securities. The fund's investment approach utilizes fundamental, bottom-up research to identify securities selling below their intrinsic value. GAMCO seeks to identify mispriced companies with strong businesses and the presence of a catalyst that will create value.
Warning! GuruFocus has detected 7 Warning Signs with MSGS. Is MSGS fairly valued? Test your thesis with our free DCF calculator.Mario Gabelli's Strategic Moves: A Closer Look at Versant Media Group Inc
Summary of New Buy
Mario Gabelli (Trades, Portfolio) added a total of 46 stocks, among them:
The most significant addition was Versant Media Group Inc (NASDAQ:VSNT), with 1,111,366 shares, accounting for 0.41% of the portfolio and a total value of $41.14 million. The second largest addition to the portfolio was Pinnacle Financial Partners Inc (NYSE:PNFP), consisting of 130,933 shares, representing approximately 0.11% of the portfolio, with a total value of $11.28 million. The third largest addition was Gabelli Opportunities in Live and Sports ETF (GOLS), with 220,810 shares, accounting for 0.05% of the portfolio and a total value of $5.40 million.
Key Position Increases
Mario Gabelli (Trades, Portfolio) also increased stakes in a total of 317 stocks, among them:
The most notable increase was Albany International Corp (NYSE:AIN), with an additional 429,561 shares, bringing the total to 644,605 shares. This adjustment represents a significant 199.75% increase in share count, a 0.22% impact on the current portfolio, with a total value of $33.65 million. The second largest increase was Monro Inc (NASDAQ:MNRO), with an additional 964,470 shares, bringing the total to 2,517,902. This adjustment represents a significant 62.09% increase in share count, with a total value of $40.39 million.
Story Continues
Summary of Sold Out
Mario Gabelli (Trades, Portfolio) completely exited 72 holdings in the first quarter of 2026, as detailed below:
Tegna Inc (TGNA): Mario Gabelli (Trades, Portfolio) sold all 2,051,302 shares, resulting in a -0.38% impact on the portfolio. Confluent Inc (CFLT): Mario Gabelli (Trades, Portfolio) liquidated all 836,800 shares, causing a -0.24% impact on the portfolio.
Key Position Reduces
Mario Gabelli (Trades, Portfolio) also reduced positions in 437 stocks. The most significant changes include:
Reduced Modine Manufacturing Co (NYSE:MOD) by 279,376 shares, resulting in a -33.63% decrease in shares and a -0.36% impact on the portfolio. The stock traded at an average price of $188.24 during the quarter and has returned 27.10% over the past 3 months and 106.11% year-to-date. Reduced Dana Inc (NYSE:DAN) by 1,081,342 shares, resulting in a -47.17% reduction in shares and a -0.25% impact on the portfolio. The stock traded at an average price of $31.26 during the quarter and has returned 1.39% over the past 3 months and 42.48% year-to-date.
Portfolio Overview
At the first quarter of 2026, Mario Gabelli (Trades, Portfolio)'s portfolio included 983 stocks, with top holdings including 1.86% in Madison Square Garden Sports Corp (NYSE:MSGS), 1.85% in GATX Corp (NYSE:GATX), 1.79% in Mueller Industries Inc (NYSE:MLI), 1.68% in Crane Co (NYSE:CR), and 1.27% in National Fuel Gas Co (NYSE:NFG).Mario Gabelli's Strategic Moves: A Closer Look at Versant Media Group Inc
The holdings are mainly concentrated in 11 industries: Industrials, Communication Services, Consumer Cyclical, Financial Services, Technology, Basic Materials, Consumer Defensive, Energy, Utilities, Healthcare, and Real Estate.Mario Gabelli's Strategic Moves: A Closer Look at Versant Media Group Inc
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- Top 3 Utilities Stocks That May Rocket Higher in May
May 13, 2026 · benzinga.com
The most oversold stocks in the utilities sector presents an opportunity to buy into undervalued companies.
- New Found Gold Files First Quarter 2026 Financial Statements
May 12, 2026 · newsfilecorp.com
Vancouver, British Columbia--(Newsfile Corp. - May 12, 2026) - New Found Gold Corp. (TSXV: NFG) (NYSE American: NFGC) ("New Found Gold" or the "Company") announces that it has filed its first quarter 2026 financial statements and the related Management's Discussion and Analysis (together, the "Q1 Financials"), with Canadian securities regulators and the U.S. Securities and Exchange Commission (the "SEC"). The Q1 Financials will be available under the Company's profile on SEDAR+ at www.sedarplus.ca, the EDGAR system of the SEC at www.sec.gov, and on the Company's website at www.newfoundgold.ca.
- NEW FOUND GOLD FILES FIRST QUARTER 2026 FINANCIAL STATEMENTS
May 12, 2026
VANCOUVER, BRITISH COLUMBIA--(NEWSFILE CORP. - MAY 12, 2026) - NEW FOUND GOLD CORP. (TSXV: NFG) (NYSE AMERICAN: NFGC) ("NEW FOUND GOLD" OR THE "COMPANY") ANNOUNCES THAT IT HAS FILED ITS FIRST QUARTER 2026 FINANCIAL STATEMENTS AND THE RELATED MANAGEMENT'S DISCUSSION AND ANALYSIS (TOGETHER, THE "Q1 FINANCIALS"), WITH CANADIAN SECURITIES REGULATORS AND THE U.S. SECURITIES AND EXCHANGE COMMISSION (THE "SEC"). THE Q1 FINANCIALS WILL BE AVAILABLE UNDER THE COMPANY'S PROFILE ON SEDAR+ AT WWW.SEDARPLUS.CA, THE EDGAR SYSTEM OF THE SEC AT WWW.SEC.GOV, AND ON THE COMPANY'S WEBSITE AT WWW.NEWFOUNDGOLD.CA.
- National Fuel Gas (NFG) Delivered Strong Results, But Expansion Plans May Be The Bigger Story
May 8, 2026
With an upside potential of 18.38%, National Fuel Gas Company (NYSE:NFG) is among the 8 Best Energy Infrastructure Stocks That Will Skyrocket.
On April 30, CEO David P. Bauer highlighted National Fuel Gas Company (NYSE:NFG)’s solid second-quarter performance, with adjusted EPS rising 13% year-over-year. He emphasized the resilience of the company’s integrated natural gas system during severe winter conditions and outlined several growth initiatives, including pipeline expansion projects, an upcoming Ohio utility acquisition, and continued optimization of its Appalachian asset base.
On April 27, BofA raised its price target on National Fuel Gas Company (NYSE:NFG) to $102 from $99 while maintaining a Buy rating on the shares. The firm noted a constructive outlook for U.S. oil and gas equities, supported by expectations of geopolitical volatility and a potentially improving macro environment.
National Fuel Gas Company (NYSE:NFG) is a diversified energy firm with an integrated, Appalachian-focused business model spanning upstream production, midstream infrastructure, and downstream utility operations. The company derives a significant portion of its value from regulated, long-lived assets that transport and store natural gas, providing stable and predictable cash flows. Founded in 1902, National Fuel Gas is headquartered in Williamsville, New York.
National Fuel Gas stands out as a stable investment opportunity given its resilient earnings growth, integrated business model, and ongoing expansion initiatives across key segments. With an upside potential of 18.38%, the stock offers a balanced combination of defensive characteristics and long-term growth prospects.
While we acknowledge the potential of NFG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 10 Under-the-Radar Stocks That Are On Fire Right Now and 7 Best Vertical Farming and Hydroponic Stocks to Invest in.
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- There May Be Underlying Issues With The Quality Of National Fuel Gas' (NYSE:NFG) Earnings
May 8, 2026
Investors were disappointed with National Fuel Gas Company's (NYSE:NFG) earnings, despite the strong profit numbers. We did some digging and found some worrying underlying problems.
AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early.NYSE:NFG Earnings and Revenue History May 8th 2026
In order to understand the potential for per share returns, it is essential to consider how much a company is diluting shareholders. National Fuel Gas expanded the number of shares on issue by 5.2% over the last year. As a result, its net income is now split between a greater number of shares. To celebrate net income while ignoring dilution is like rejoicing because you have a single slice of a larger pizza, but ignoring the fact that the pizza is now cut into many more slices. Check out National Fuel Gas' historical EPS growth by clicking on this link.
How Is Dilution Impacting National Fuel Gas' Earnings Per Share (EPS)?
As you can see above, National Fuel Gas has been growing its net income over the last few years, with an annualized gain of 19% over three years. And at a glance the 1,635% gain in profit over the last year impresses. But in comparison, EPS only increased by 1,623% over the same period. And so, you can see quite clearly that dilution is influencing shareholder earnings.
In the long term, earnings per share growth should beget share price growth. So National Fuel Gas shareholders will want to see that EPS figure continue to increase. However, if its profit increases while its earnings per share stay flat (or even fall) then shareholders might not see much benefit. For the ordinary retail shareholder, EPS is a great measure to check your hypothetical "share" of the company's profit.
That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates.
Our Take On National Fuel Gas' Profit Performance
National Fuel Gas shareholders should keep in mind how many new shares it is issuing, because, dilution clearly has the power to severely impact shareholder returns. Because of this, we think that it may be that National Fuel Gas' statutory profits are better than its underlying earnings power. But the happy news is that, while acknowledging we have to look beyond the statutory numbers, those numbers are still improving, with EPS growing at a very high rate over the last year. At the end of the day, it's essential to consider more than just the factors above, if you want to understand the company properly. If you'd like to know more about National Fuel Gas as a business, it's important to be aware of any risks it's facing. You'd be interested to know, that we found 1 warning sign for National Fuel Gas and you'll want to know about this.
Story Continues
Today we've zoomed in on a single data point to better understand the nature of National Fuel Gas' profit. But there is always more to discover if you are capable of focussing your mind on minutiae. Some people consider a high return on equity to be a good sign of a quality business. While it might take a little research on your behalf, you may find this free collection of companies boasting high return on equity, or this list of stocks with significant insider holdings to be useful.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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- Ormat Technologies Q1 Earnings and Revenues Beat Estimates
May 7, 2026
Ormat Technologies Inc. ORA reported first-quarter 2026 adjusted earnings per share of $1.30, which beat the Zacks Consensus Estimate of 92 cents by 41.3%. The bottom line also increased 91.2% from 68 cents in the year-ago quarter.
The company reported GAAP earnings of 71 cents per share compared with 66 cents in the year-ago quarter.
ORA’s Total Revenues
ORA generated revenues of $403.9 million, which topped the Zacks Consensus Estimate of $349 million by 15.6%. The top line also increased 75.8% year over year, driven by higher revenues from its electricity, product and energy storage segments.
Ormat Technologies, Inc. Price, Consensus and EPS Surprise
Ormat Technologies, Inc. price-consensus-eps-surprise-chart | Ormat Technologies, Inc. Quote
ORA’s Segmental Performance
Electricity: Revenues in this segment amounted to $181.6 million, up 0.8% year over year. This upside was primarily due to contributions from the Blue Mountain power plant, improved generation performance at the Olkaria and Stillwater facilities, and lower curtailments.
Product: This segment’s revenues surged 458.4% to $177.4 million from the year-ago quarter’s level. The improvement was primarily driven by the $105.1 million revenue recognition related to the Topp 2 sale.
Energy Storage: Revenues in this division amounted to $44.9 million, up 153.1% from the prior-year quarter’s figure. This was driven by the high availability of its assets, which allowed it to capitalize on strong merchant pricing in the PJM market, as well as new capacity additions over the past 12 months.
ORA’s Operational Update
Ormat Technologies’ total operating expenses (research and development, selling and marketing, as well as general and administrative expenses) were $34 million, which rose 38.3% from the year-ago quarter’s level.
The operating income increased 57.6% year over year to $80.3 million.
The total cost of revenues was $283.5 million, up 80.8% year over year.
Net interest expenses were $45 million, which rose 30.5% year over year.
Ormat’s Financial Condition
ORA had cash and cash equivalents of $654.6 million as of March 31, 2026 compared with $147.4 million as of Dec. 31, 2025.
ORA’s 2026 Guidance
The company expects to generate revenues in the range of $1.11-$1.16 billion. The Zacks Consensus Estimate is pegged at $1.13 billion, which is just below the midpoint of the company’s guided range.
Revenues for the Electricity segment are anticipated in the band of $715-$730 million. The Product segment’s revenues are expected in the range of $300-$320 million. Revenues for the Energy Storage segment are projected between $95 million and $110 million.
ORA anticipates annual adjusted EBITDA in the band of $615-$645 million.
Story Continues
ORA’s Zacks Rank
Ormat currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Sector Releases
National Fuel Gas Company NFG reported second-quarter fiscal 2026 adjusted operating earnings of $2.71 per share, which missed the Zacks Consensus Estimate of $2.85 by 4.91%. The bottom line increased 13.39% from the year-ago quarter’s reported figure of $2.39.
NFG reported sales of $858.4 million, which beat the Zacks Consensus Estimate of $830 million by 3.41%. The top line increased 17.59% from the prior-year recorded figure of $730 million.
Energy Transfer ET reported first-quarter 2026 adjusted earnings of 35 cents per unit, which missed the Zacks Consensus Estimate of 38 cents by 7.9%. The bottom line also decreased 2.8% from the year-ago figure of 36 cents.
Revenues of $27.77 billion lagged the Zacks Consensus Estimate of $29.29 billion by 5.2%. Total revenues rose 32.1% from the year-ago figure of $21.02 billion.
CNX Resources Corporation CNX reported first-quarter 2026 operating earnings of $1.21 per share, which beat the Zacks Consensus Estimate of 93 cents by 30.11%. The bottom line increased 55.13% in the year-ago quarter.
The company reported revenues of $722 million, which topped the Zacks Consensus Estimate of $522 million by 38.31%. The top line rose 63.72% from the prior-year quarter’s $441 million.
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- Occidental Tops Q1 Earnings Estimates on Strong Production Volumes
May 6, 2026
Occidental Petroleum Corporation OXY reported first-quarter 2026 earnings of $1.06 per share, which outpaced the Zacks Consensus Estimate of 65 cents by 63.1%. The bottom line also rose 21.8% year over year.
GAAP earnings in the reported quarter were $3.13 per share compared with the earnings of 77 cents in the year-ago quarter.
Total Revenues of OXY
Total revenues were $5.11 billion, which missed the Zacks Consensus Estimate of $5.5 billion by 7%. The top line also lagged 25.3% year over year due to lower contributions from its Oil & Gas segment.
Occidental Petroleum Corporation Price, Consensus and EPS Surprise
Occidental Petroleum Corporation price-consensus-eps-surprise-chart | Occidental Petroleum Corporation Quote
OXY’s Q1 Segmental Details
Oil and Gas revenues totaled $4.98 billion in the reported quarter, down 12.5% year over year.
Midstream & Marketing revenues of $397 million jumped 129.5% year over year.
Production & Sales at OXY
Total production volume was 1,426 thousand barrels of oil equivalent per day (Mboe/d). The metric surpassed the company’s guided range of 1,385-1,425 Mboe/d.
Total sales volume was 1,428 Mboe/d, up 2.7% from the year-ago period.
OXY’s Realized Prices
Realized prices of crude oil dropped 1.6% year over year to $69.91 per barrel on a worldwide basis. Realized natural gas liquid prices fell 26.8% year over year to $18.99 per barrel globally.
Natural gas prices decreased 58.3% year over year to $1.01 per thousand cubic feet.
Highlights of OXY’s Q1 Release
Occidental advanced debt reduction priorities, repaying $7.1 billion of principal debt through May 5, 2026, reducing principal debt to $13.3 billion and progressing toward the $10 billion milestone.
Occidental reported strong first-quarter production due to robust contributions from Permian assets. Gulf of America’s average daily production volumes in the first quarter were 138 Mboe/d, up 14% year over year, which also contributed to the overall strong volumes.
Sequential improvement in the Midstream and Marketing segment’s performance was due to higher crude margins related to the timing impact of crude sales, higher gas margins from transportation capacity optimizations and higher sulfur prices at Al Hosn.
Total costs and reduction in the first quarter of 2026 were $4.86 billion, up 3.9% from $4.68 billion in the year-ago quarter.
Interest and debt expenses increased 39.4% to $432 million from $310 million in the year-ago quarter, a positive impact of the ongoing debt reduction.
Financial Position of OXY
As of March 31, 2026, Occidental had cash and cash equivalents of $3.81 billion compared with $1.97 billion as of Dec. 31, 2025.
Occidental had long-term debt (net of current portion) of $15.25 billion as of March 31, 2026 compared with $20.62 billion as of Dec. 31, 2025. The company retired $15.6 billion in debt in the last 22 months, which lowered annual interest expenses by $830 million.
OXY generated $3.25 billion of operating cash flow in the first three months of 2026 compared with $2.77 billion in the same period of 2025.
Total capital expenditure was $1.55 billion in the first three months of 2026 compared with $1.68 billion in the year-ago period.
Story Continues
OXY’s Guidance
For the second quarter of 2026, OXY expects production in the band of 1,390-1,430 Mboe/d. Output from the Permian Resources segment is anticipated at 783-803 Mboe/d. Occidental expects international production volumes for the second quarter of 2026 to be in the range of 205-211 Mboe/d.
Exploration expenses are estimated to be $75 million and interest expenses to be $185 million in the second quarter of 2026.
For 2026, OXY plans to bring online 460-510 wells in the Permian region and 150-170 wells in the Rockies region.
Capital expenditure for 2026 is projected to be in the range of $5.5-$5.9 billion.
Zacks Rank of OXY
Occidental currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Recent Sector Releases
Energy Transfer ET reported first-quarter 2026 adjusted earnings of 35 cents per unit, which missed the Zacks Consensus Estimate of 38 cents by 7.9%. The bottom line also decreased 2.8% from the year-ago figure of 36 cents.
Revenues of $27.77 billion lagged the Zacks Consensus Estimate of $29.29 billion by 5.2%. Total revenues rose 32.1% from the year-ago figure of $21.02 billion.
CNX Resources Corporation CNX reported first-quarter 2026 operating earnings of $1.21 per share, which beat the Zacks Consensus Estimate of 93 cents by 30.11%. The bottom line increased 55.13% in the year-ago quarter.
The company reported revenues of $722 million, which topped the Zacks Consensus Estimate of $522 million by 38.31%. The top line rose 63.72% from the prior-year quarter’s $441 million.
National Fuel Gas Company NFG reported second-quarter fiscal 2026 adjusted operating earnings of $2.71 per share, which missed the Zacks Consensus Estimate of $2.85 by 4.91%. The bottom line increased 13.39% from the year-ago quarter’s reported figure of $2.39.
NFG reported sales of $858.4 million, which beat the Zacks Consensus Estimate of $830 million by 3.41%. The top line increased 17.59% from the prior-year recorded figure of $730 million.
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- Energy Transfer Q1 Earnings Lag Estimates, Revenues Increase Y/Y
May 5, 2026
Energy Transfer ET reported first-quarter 2026 adjusted earnings of 35 cents per unit, which missed the Zacks Consensus Estimate of 38 cents by 7.9%. The bottom line also decreased 2.8% from the year-ago figure of 36 cents.
Total Revenues of ET
Revenues of $27.77 billion lagged the Zacks Consensus Estimate of $29.29 billion by 5.2%. Total revenues rose 32.1% from the year-ago figure of $21.02 billion.
Energy Transfer LP Price, Consensus and EPS Surprise
Energy Transfer LP price-consensus-eps-surprise-chart | Energy Transfer LP Quote
Highlights of ET’s Q1 Results
Total costs and expenses were $24.79 billion, up 33.8% year over year. This increase was due to the higher cost of products sold, operating expenses, depreciation, depletion and amortization, as well as a rise in selling, general and administrative expenses.
Operating income totaled $2.98 billion, up 19.8% year over year.
Interest expenses, net of interest capitalized, amounted to $947 million, up 17.1% from the prior-year level.
In the first quarter, the partnership placed its Gateway NGL Pipeline debottlenecking project into service, enabling higher deliveries of Delaware Basin volumes to Energy Transfer’s NGL fractionation complex at Mont Belvieu.
In February 2026, Florida Gas Transmission (“FGT”), an Energy Transfer-operated joint venture, completed Open Seasons for two new projects backed by 15 to 25-year agreements with anchor shippers. The FGT Phase IX project includes about 90 miles of pipeline looping and compression facilities, with an expected capacity of 525 million cubic feet of gas per day (MMcf/d). Subject to conditions and a final investment decision, the South Florida project involves a roughly 40-mile pipeline extension with an expected capacity of 230 MMcf/d, along with compression and a new meter station.
Ongoing Development Activities at ET
Energy Transfer has initiated construction of a new 3-million-barrel ethane storage cavern at its Mont Belvieu NGL fractionation complex. Expected to be in service in the second half of 2027, the project will support the company’s ninth fractionator and future ethane export expansions.
The partnership’s 275 MMcf/d Mustang Draw I processing plant is currently under commissioning and is expected to enter full service in June 2026.
ET’s Financial Position
ET had current assets of $22.26 billion as of March 31, 2026 compared with $18.23 billion as of Dec. 31, 2025.
As of March 31, 2026, the firm had a long-term debt, less current maturities, of $69.32 billion compared with $68.31 billion as of Dec. 31, 2025.
As of March 31, 2026, the partnership’s revolving credit facility had an aggregate of $3.45 billion of available borrowing capacity.
Growth capital expenditures in the first quarter of 2026 totaled $1.53 billion, while maintenance capital expenditures amounted to $175 million.
Story Continues
ET’s Guidance
Energy Transfer now expects its 2026 adjusted EBITDA to be between $18.2 billion and $18.6 billion compared with the previous range of $17.45-$17.85 billion.
Energy Transfer now expects to invest $5-$5.9 billion of growth capital in 2026.
ET’s Zacks Rank
Energy Transfer currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Sector Releases
National Fuel Gas Company NFG reported second-quarter fiscal 2026 adjusted operating earnings of $2.71 per share, which missed the Zacks Consensus Estimate of $2.85 by 4.91%. The bottom line increased 13.39% from the year-ago quarter’s reported figure of $2.39.
NFG reported sales of $858.4 million, which beat the Zacks Consensus Estimate of $830 million by 3.41%. The top line increased 17.59% from the prior-year recorded figure of $730 million.
TotalEnergies SE TTE reported first-quarter 2026 operating earnings of $2.45 (€2.10) per share, which surpassed the Zacks Consensus Estimate of $1.99 by 23.1%. The bottom line improved 34% from the year-ago figure of $1.83 (€1.74).
Total revenues for the first quarter were $49.51 billion, which increased from the year-ago reported figure of $47.9 billion by 3.36%. The metric beat the Zacks Consensus Estimate of $46.85 billion by 5.9%.
CNX Resources Corporation CNX reported first-quarter 2026 operating earnings of $1.21 per share, which beat the Zacks Consensus Estimate of 93 cents by 30.11%. The bottom line increased 55.13% in the year-ago quarter.
The company reported revenues of $722 million, which topped the Zacks Consensus Estimate of $522 million by 38.31%. The top line rose 63.72% from the prior-year quarter’s $441 million.
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- 3 Undervalued Small Caps In Global With Insider Action
May 4, 2026
In recent weeks, global markets have shown resilience despite geopolitical tensions and central banks holding interest rates steady, with large-cap stocks outperforming small-caps amid robust earnings reports. The S&P 600 Index for small-cap stocks has faced challenges as value stocks outperformed growth, driven by rising oil prices and mixed economic indicators across regions. In this environment, identifying promising small-cap opportunities involves looking for companies with strong fundamentals and strategic insider actions that might signal confidence in their future prospects.
Top 10 Undervalued Small Caps With Insider Buying Globally
Name PE PS Discount to Fair Value Value Rating Eurocell 10.3x 0.2x 49.27% ★★★★★☆ everplay group 7.4x 2.3x 2.67% ★★★★★☆ THG NA 0.3x 36.18% ★★★★★☆ Morgan Advanced Materials NA 0.6x 40.68% ★★★★☆☆ Shoucheng Holdings 42.8x 9.2x 43.67% ★★★☆☆☆ Centurion 12.0x 4.1x -12.98% ★★★☆☆☆ DUG Technology 146.3x 3.1x 19.94% ★★★☆☆☆ AB Dynamics NA 2.1x 37.85% ★★★☆☆☆ CapitaLand China Trust NA 3.8x -3.50% ★★★☆☆☆ Strike Energy NA 5.9x 28.94% ★★★☆☆☆
Click here to see the full list of 161 stocks from our Undervalued Global Small Caps With Insider Buying screener.
Below we spotlight a couple of our favorites from our exclusive screener.
Bell Financial Group
Simply Wall St Value Rating: ★★★☆☆☆
Overview: Bell Financial Group is a financial services company that provides broking, products and services, and technology and platforms solutions, with a market capitalization of A$0.20 billion.
Operations: Bell Financial Group generates revenue primarily from Broking, Products & Services, and Technology & Platforms. Over the analyzed periods, the company experienced fluctuations in its net income margin, with a notable peak of 15.91% in December 2020. Operating expenses consistently form a significant portion of costs, with General & Administrative Expenses being a major component.
PE: 12.1x
Bell Financial Group, a small company in the financial sector, recently reported revenue of A$299.18 million for 2025, up from A$276.38 million the previous year, with net income rising to A$36.01 million. They declared a dividend of A$0.065 per share for the period ending December 2025. Insider confidence is evident with recent share purchases by executives over the past few months, indicating potential growth prospects despite reliance on higher-risk funding sources like external borrowing rather than customer deposits.
Take a closer look at Bell Financial Group's potential here in our valuation report. Assess Bell Financial Group's past performance with our detailed historical performance reports.
Story Continues
ASX:BFG Ownership Breakdown as at May 2026
Primaris Real Estate Investment Trust
Simply Wall St Value Rating: ★★★★★☆
Overview: Primaris Real Estate Investment Trust focuses on owning and managing retail properties across Canada, with a market capitalization of approximately CA$1.35 billion.
Operations: Primaris Real Estate Investment Trust generates its revenue primarily through rental income, with a recent quarterly revenue of CA$675.29 million as of March 31, 2026. The company's cost structure includes significant costs of goods sold (COGS), which amounted to CA$294.36 million in the same period, impacting its gross profit margin, which stood at 56.41%. Operating expenses and non-operating expenses also play a role in shaping the net income margin, which was recorded at 28.72% for that quarter.
PE: 11.5x
Primaris Real Estate Investment Trust, a smaller player in the market, has shown promising growth with first-quarter sales rising to C$177.04 million from C$150.21 million a year ago and net income increasing to C$41.92 million from C$31.15 million. Their strategic acquisition of Complexes Capitale enhances their footprint in Québec City’s thriving Lebourgneuf sector, potentially boosting long-term value creation. Despite high-risk funding sources and past shareholder dilution, insider confidence remains strong with recent share purchases indicating potential future growth opportunities for this real estate trust.
Unlock comprehensive insights into our analysis of Primaris Real Estate Investment Trust stock in this valuation report. Explore historical data to track Primaris Real Estate Investment Trust's performance over time in our Past section.TSX:PMZ.UN Share price vs Value as at May 2026
New Found Gold
Simply Wall St Value Rating: ★★★☆☆☆
Overview: New Found Gold is a mineral exploration company focused on discovering and developing gold deposits in Newfoundland, Canada, with a market cap of approximately CA$1.32 billion.
Operations: The company generated CA$5.81 million in revenue from mineral exploration and evaluation, with a gross profit margin of 0.02%. Despite this revenue, the net income was negative at -CA$47.57 million, influenced by operating expenses of CA$59.32 million and non-operating expenses amounting to -CA$11.63 million.
PE: -22.7x
New Found Gold, a company focused on gold exploration in Newfoundland and Labrador, recently completed a CAD 100.048 million equity offering at CAD 2.96 per share. Despite reporting a net loss of CAD 47.57 million for 2025, insider confidence is evident through recent share purchases, signaling potential optimism about future prospects. The company's ongoing exploration at the Queensway Gold Project has yielded promising results with high-grade gold intercepts in the Dropkick Zone, indicating expansion opportunities that could enhance its resource base by late 2026.
Click to explore a detailed breakdown of our findings in New Found Gold's valuation report. Understand New Found Gold's track record by examining our Past report.TSXV:NFG Ownership Breakdown as at May 2026
Key Takeaways
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include ASX:BFG TSX:PMZ.UN and TSXV:NFG.
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