Aristotle Small/Mid Cap Equity WM Q3 2026 Portfolio Activity

We believe Bentley Systems is attractive due to its strong free cash flow, high customer retention, and durable competitive advantages trading at a discount to our estimates of its long-term intrinsic value. We believe U.S. Physical Therapy may benefit from an aging population, increasing demand for outpatient rehabilitation services, and continued market consolidation. We exited the Essential Utilities position as the share price appreciated reducing the stock's potential upside and made its risk/reward profile less compelling redeploying the capital into what we view as higher conviction opportunities.

Seeking Alpha • 8 hours ago

Wall Street Analysts Predict a 31.35% Upside in Freshpet (FRPT): Here's What You Should Know

The average of price targets set by Wall Street analysts indicates a potential upside of 31.4% in Freshpet (FRPT). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Zacks Investment Research • Oct 22, 2026

Freshpet: 'Buy' On Positive Conference Disclosures And Potential Q3 Beat

Freshpet, Inc. is rated "Buy," after considering investor event read-throughs and the 3Q2026 results preview. Strong cash generation, a $150 million buyback, and no near-term capital raise needs highlight FRPT's transition from financing dependence to shareholder returns. I anticipate a Q3 earnings beat, driven by underappreciated e-commerce sales, with further margin upside from supply chain and marketing efficiencies.

Seeking Alpha • Oct 20, 2026

Once Upon a Farm Announces Appointment of Scott Morris to Board of Directors

BERKELEY, Calif.--(BUSINESS WIRE)--Once Upon a Farm, PBC (NYSE: OFRM), a leading high-growth company driving systemic improvement in childhood nutrition, today announced the appointment of Scott Morris, Co-Founder of Freshpet, to its Board of Directors effective immediately. Morris brings over three decades of expertise and leadership in building and scaling a fresh, refrigerated food brand. At Freshpet (NASDAQ: FRPT), he drove the company's growth into a category leader with more than $1billion.

Business Wire • Oct 19, 2026

Freshpet (FRPT) Registers a Bigger Fall Than the Market: Important Facts to Note

In the most recent trading session, Freshpet (FRPT) closed at $66.76, indicating a -1.32% shift from the previous trading day.

Zacks Investment Research • Oct 16, 2026

Freshpet, Inc. to Report Third Quarter 2026 Results on Wednesday, November 4, 2026

BEDMINSTER, N.J., Oct. 14, 2026 (GLOBE NEWSWIRE) -- Freshpet, Inc. (Nasdaq: FRPT) (“Freshpet” or the “Company”) today announced it will report results for the third quarter ended September 30, 2026 on Wednesday, November 4, 2026 before market open.

GlobeNewsWire • Oct 14, 2026

Freshpet (FRPT) Rises Higher Than Market: Key Facts

Freshpet (FRPT) closed at $61.33 in the latest trading session, marking a +1.78% move from the prior day.

Zacks Investment Research • Oct 5, 2026

Freshpet (FRPT) Is Considered a Good Investment by Brokers: Is That True?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Zacks Investment Research • Sep 25, 2026

Freshpet (FRPT) Declines More Than Market: Some Information for Investors

The latest trading day saw Freshpet (FRPT) settling at $62.68, representing a -1.71% change from its previous close.

Zacks Investment Research • Sep 15, 2026

Freshpet, Inc. (FRPT) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

Freshpet, Inc. (FRPT) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

Seeking Alpha • Sep 10, 2026