Wedgewood Partners Q3 2026 Portfolio Activity

Microsoft grew operating income by about 18%, and we estimate its average gross asset base grew in the low 20s, leading to continued healthy returns on invested capital of almost 30%. Revenues grew 28%, and Meta launched a slew of AI products and updates that the market viewed positively. Apple grew revenue by 16% and posted even stronger gross margin dollar growth as Apple navigated input pricing pressures well.

Seeking Alpha • Oct 15, 2026

Top 50 High-Quality Dividend Growth Stocks For October 2026

I track an investable universe of 50 high-quality dividend growth stocks to identify attractive entry points based on valuation and future return potential. Applied Materials, D.R. Horton, and Home Depot saw notable ranking improvements due to upgraded EPS growth estimates and/or favorable valuation shifts. 44 out of 50 stocks currently offer a forward return estimate of at least 10%, with 32 appearing potentially undervalued based on free cash flow mean reversion.

Seeking Alpha • Oct 11, 2026

Your Stock Picks, My Verdict: What I'd Buy Right Now

I surveyed investors on current buys, revealing a focus on quality compounders, exchanges, hard assets, defense, and special situations—no meme stocks appeared. Key opportunities include exchange operators (ICE, CME, and MIAX), with ICE offering nearly a 6% free cash flow yield and trading below its historical average multiple. Cyclical value and defensive names like ODFL, UNP, and NOC remain attractive due to secular tailwinds and compelling valuations, despite recent macro headwinds.

Seeking Alpha • Oct 9, 2026

LTL Shippers Select Old Dominion Freight Line as Top National LTL Carrier for Quality for 17 Consecutive Years

THOMASVILLE, N.C.--(BUSINESS WIRE)--Old Dominion Freight Line, Inc. (OD), a leading less-than-truckload (LTL) freight shipping company, has been selected as the #1 National LTL Carrier for Quality by Mastio & Company for a record-breaking 17th consecutive year.In the latest study, shippers and logistics professionals chose OD as #1 in an impressive 24 evaluated categories, including carrier trustworthiness, ease of doing business, timely customer service, and shipments delivered when promise.

Business Wire • Oct 6, 2026

Top 25 High-Growth Dividend Stocks For October 2026

The October 2026 Top 25 High-Growth Dividend Stocks list targets quality companies trading 31% below intrinsic value, with a projected 22.53% annual return. The list's average starting dividend yield is 1.51%, and the companies have grown dividends at 18.81% annually over five years. Stocks are categorized into Deep Value, Growth At A Price, and Balanced Opportunities, supporting diverse investment strategies based on valuation and growth.

Seeking Alpha • Oct 1, 2026

Old Dominion Freight Line to Webcast Third Quarter 2026 Conference Call

THOMASVILLE, N.C.--(BUSINESS WIRE)--Old Dominion Freight Line, Inc. (Nasdaq: ODFL) announced today that it plans to release its third quarter 2026 financial results before opening of trading on Wednesday, October 28, 2026. The Company will also hold a conference call to discuss its financial results and outlook at 10:00 a.m. (Eastern Time) on Wednesday, October 28, 2026. An online, real-time webcast of Old Dominion's quarterly conference call will be available at ir.odfl.com on Wednesday, Octob.

Business Wire • Sep 30, 2026

Should Investors Buy Old Dominion Despite Its Higher Valuation?

With ODFL shares moving north, we assess the current positioning of the stock to determine if it's a good investment at this juncture.

Zacks Investment Research • Sep 28, 2026

Old Dominion Announces 4.9% General Rate Increase Effective Oct. 5

ODFL's 4.9% rate increase, effective Oct. 5, aims to offset rising operating costs while supporting investments in its service network and technology.

Zacks Investment Research • Sep 28, 2026

3 Stocks to Keep an Eye on From the Prospering Trucking Industry

The Zacks Transportation-Truck industry is benefiting from the brightening freight scenario and improving efficiencies. We believe stocks like ODFL, ARCB and JBHT are worth buying amid the sunny backdrop.

Zacks Investment Research • Sep 24, 2026

Old Dominion (ODFL) Loses 16.2% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner

The heavy selling pressure might have exhausted for Old Dominion (ODFL) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

Zacks Investment Research • Sep 21, 2026