Baron Real Estate Fund Q2 2026 Portfolio Activity

Baron Real Estate Fund delivered strong results in the second quarter. The Fund increased 11.89% (Institutional Shares). Shares of Hyatt Hotels Corporation appreciated materially following strong first quarter results and an Investor Day in May that outlined strong long-term growth targets. Shares of AAON, Inc. rose during the quarter following an exceptionally strong earnings report which saw the company see drastically faster growth in its data center business, BasX, than expected.

Seeking Alpha • Sep 16, 2026

AAON, Inc.'s Growth Makes 23x 2027 Earnings Look Reasonable

AAON shares have dropped ~47% from highs, but underlying demand and backlog remain robust, particularly in its BASX data-center segment. Gross margin pressures stem from rapid capacity expansion and startup costs, with management expecting visible recovery by 2027 as Memphis utilization improves. Despite negative free cash flow and lowered 2026 margin guidance, AAON raises its 2026 sales-growth outlook to 55%-60% and maintains a $2B backlog.

Seeking Alpha • Sep 14, 2026

AAON Introduces The Aaon Group as Its New Enterprise Identity

The new identity brings greater clarity to AAON's evolution into a multi-brand, multi-market enterprise. TULSA, Okla.

PRNewsWire • Aug 21, 2026

Wasatch U.S. Select Fund Q2 2026 Portfolio Update

The Wasatch U.S. Select Fund - Investor Class returned 12.46%, trailing the Russell 2500 Growth Index, which gained 24.02% during the quarter. While the market environment favoring low-quality companies was a large reason for our relative underperformance, we also held stocks that lost ground in the period, and that too weighed on relative results. The largest of the detractors was Ensign Group, an operator of skilled-nursing and senior-living facilities.

Seeking Alpha • Aug 18, 2026

AAON Announces Quarterly Cash Dividend

TULSA, Okla., Aug. 13, 2026 /PRNewswire/ -- AAON, Inc. (NASDAQ: AAON), a leader in high-performing, energy-efficient HVAC solutions that bring long-term value to customers and owners, today announced that its Board of Directors has declared the Company's next regular quarterly cash dividend of $0.10 per share (or $0.40 annually), payable on September 25, 2026, to stockholders of record as of the close of business on September 4, 2026.

PRNewsWire • Aug 13, 2026

Wasatch Small Cap Growth Fund Q2 2026 Portfolio Update

While the market environment favoring low-quality companies was a large reason for our relative underperformance compared to the benchmark, we also held stocks that lost ground in the period, and that too weighed on relative results. The largest of those detractors was Ensign Group, an operator of skilled-nursing and senior-living facilities. The top contributor to Fund performance was JFrog Ltd.

Seeking Alpha • Aug 13, 2026

Aaon Analysts Slash Their Forecasts Following Q2 Earnings

Aaon Inc (NASDAQ:AAON) on Monday reported better-than-expected second-quarter financial results and raised its FY26 sales guidance above estimates.

Benzinga • Aug 11, 2026

AAON, Inc. (AAON) Q2 2026 Earnings Call Transcript

AAON, Inc. (AAON) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 11, 2026

AAON Q2 Earnings Call Highlights

AAON NASDAQ: AAON reported record second-quarter sales as higher production throughput across its facilities accelerated backlog conversion and supported strong growth in both its AAON-branded commercial HVAC products and BASX data center cooling business.

MarketBeat • Aug 10, 2026

AAON Reports Record Second Quarter 2026 Results Driven by Strong Demand, Accelerating Throughput, and Improved Operating Execution

Net sales increased 101%, Operating income increased 192%, Diluted EPS increased 258% Raises Full-Year Outlook Second Quarter 2026 Highlights (All comparisons are year-over-year, unless otherwise noted) Delivered record quarterly net sales and significant earnings growth as expanded capacity and improved execution accelerated backlog conversion Net sales increased 101.2% to a record $627.0 million Gross profit increased 84.3% to $152.5 million Operating income increased 192.1% to 68.9 million, reflecting strong net sales growth, improved overhead leverage, and disciplined SG&A management GAAP diluted EPS increased 257.9% to $0.68, Non-GAAP adjusted EPS increased 213.6% to $0.69 Total backlog increased 98.0% year-over-year to $2.0 billion, remaining nearly double the prior-year level despite record quarterly net sales and significantly higher production rates Year-to-date, operating cash flow improved to $55.0 million, compared with negative $31.0 million a year ago  Raises 2026 Outlook 2026 outlook now reflects net sales growth of 55%-60%, gross margins of approximately 25-26%, and SG&A as a percent of sales of 13%-14%, supported by strong backlog, expanded capacity, and improving operational execution TULSA, Okla., Aug. 10, 2026 /PRNewswire/ -- AAON, INC.

PRNewsWire • Aug 10, 2026