Baron SMID Cap ETF Q2 2026 Portfolio Activity

During the quarter, we initiated a position in Advanced Drainage Systems, the leading U.S. manufacturer of stormwater and onsite wastewater management products. We view Axon Enterprise as a market leading "atoms plus electrons" software provider with huge competitive moats. We sold the HeartFlow position in the quarter as we grew incrementally more concerned with the presence of competitors on the market.

Seeking Alpha • Sep 4, 2026

Why Is Ametek (AME) Down 8.5% Since Last Earnings Report?

Ametek (AME) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Sep 3, 2026

Ametek: The Quiet Control Layer Behind The Next Industrial Investment Cycle

AMETEK is well-positioned to capitalize on increased complexity across AI, semiconductor, aerospace, utilities, and medtech infrastructure. The $5B Indicor Instrumentation acquisition boosts aftermarket revenue, enhances earnings durability, and offers significant synergy potential with manageable integration risk. AME trades at a premium (~29x pre-acquisition guidance), justified by niche leadership, diversified end markets, strong cash flow, and a repeatable acquisition model.

Seeking Alpha • Sep 1, 2026

AMETEK Completes Acquisition of Indicor Instrumentation

BERWYN, Pa., Aug. 26, 2026 /PRNewswire/ -- AMETEK, Inc. (NYSE: AME) today announced that it has completed its previously announced acquisition of a portfolio of instrumentation businesses from Indicor, LLC, ("Indicor Instrumentation") in an all‑cash transaction valued at $5.0 billion.

PRNewsWire • Aug 26, 2026

Ametek (AME) Upgraded to Buy: Here's Why

Ametek (AME) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Zacks Investment Research • Aug 21, 2026

5 High ROE Stocks to Buy as Markets Sway on Intense Volatility

ALL, ANET, NLY, IT and AME stand out as high-ROE, cash-rich stocks as market volatility intensifies amid bond yield swings.

Zacks Investment Research • Aug 21, 2026

Are You Looking for a Top Momentum Pick? Why Ametek (AME) is a Great Choice

Does Ametek (AME) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • Aug 10, 2026

Top 3D Printing Stocks to Buy for Strong Long-Term Potential

3D Printing is reshaping industries with faster production and lower costs, drawing investor interest. Stocks like PRLB, SSYS, AME, ATRI and CRS offer strong growth potential.

Zacks Investment Research • Aug 10, 2026

AMETEK Declares Quarterly Dividend

BERWYN, Pa., Aug. 7, 2026 /PRNewswire/ -- The Board of Directors of AMETEK, Inc. (NYSE: AME) declared a regular quarterly dividend of $0.34 per share for the third quarter ending September 30, 2026.

PRNewsWire • Aug 7, 2026

5 High ROE Stocks to Buy as Oil Price Surge Hits Short-Term Rally

Oil-price fears ended a five-day market rally, spotlighting MU, ANET, AVGO, IT and AME stocks with ROE above their industries and solid earnings growth.

Zacks Investment Research • Aug 7, 2026