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 • a day ago

Oceaneering International Q3 Earnings Call Highlights

Oceaneering International NYSE: OII reported third-quarter 2026 revenue growth across all of its operating segments, with adjusted EBITDA reaching its highest quarterly level since the fourth quarter of 2015.

MarketBeat • Oct 22, 2026

Oceaneering International, Inc. (OII) Q3 2026 Earnings Call Transcript

Oceaneering International, Inc. ( OII ) Q3 2026 Earnings Call October 22, 2026 11:00 AM EDT Company Participants Hilary Frisbie - Senior Director of Investor Relations Roderick Larson - President, CEO & Director Michael Sumruld - Senior VP & Chief Financial Officer Conference Call Participants Edward Kim - Barclays Bank PLC, Research Division Keith Beckmann - Pickering Energy Partners LP Colby Sasso - Daniel Energy Partners, LLC James West - Melius Research LLC Presentation Operator Welcome to Oceaneering's Third Quarter 2026 Earnings Conference Call. My name is Ellen, and I will be your conference operator.

Seeking Alpha • Oct 22, 2026

Oceaneering Reports Third Quarter 2026 Results

HOUSTON--(BUSINESS WIRE)--Oceaneering Reports Third Quarter 2026 Results.

Business Wire • Oct 21, 2026

Oceaneering: Undersea Robotics Adds To Already Diverse Offshore Portfolio, Driving Growth And Cash Flow

Oceaneering International receives a buy rating, challenging the neutral Wall St. consensus, driven in part by market momentum and robust macro demand. OII has outperformed the S&P 500 and energy sector benchmarks this year, with subsea robotics as its largest and fast-growing revenue segment. Strong ROE, improving operating margins, and rising operating cash flow underpin durability, despite sector volatility and a sub-investment-grade credit rating.

Seeking Alpha • Oct 9, 2026

Oceaneering International: Q3 Expectations Support A Buy Rating

Oceaneering International is rated Buy at ~$44.97, contingent on delivering earnings and cash flow improvements through 2028. Q3 EBITDA guidance of ~$115–$125M and higher profits from ROV pricing, fleet utilization, and defense activity are key to supporting current valuation. Revenue growth alone is insufficient; robust cash conversion and margin expansion are critical for justifying OII's valuation and potential share price upside.

Seeking Alpha • Oct 8, 2026

Best Momentum Stocks to Buy for October 7th

MU, EQNR and OII made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on October 7th, 2026.

Zacks Investment Research • Oct 7, 2026

Oceaneering Lands $154M U.S. Navy Contract for ADTech Segment

OII's $154 million Navy award expands ADTech's defense exposure, reinforces its Dry Deck Shelter role and adds potential revenue visibility.

Zacks Investment Research • Oct 5, 2026

Oceaneering Announces U.S. Navy Dry Deck Shelter Award

HOUSTON--(BUSINESS WIRE)--Oceaneering Announces U.S. Navy Dry Deck Shelter Award. ADTech awarded follow-on 5-yrs contract (1 base yr and 4 option yrs), w/potential of $154M.

Business Wire • Oct 1, 2026

Oceaneering Schedules Third Quarter 2026 Earnings Release and Conference Call

HOUSTON--(BUSINESS WIRE)--Oceaneering International, Inc. (“Oceaneering”) (NYSE:OII) will report its third quarter 2026 financial results on Wednesday, October 21, 2026, after the close of trading on the New York Stock Exchange. Oceaneering will host a conference call and webcast to discuss the results on Thursday, October 22, 2026, at 10:00 a.m. Central Time (11:00 a.m. Eastern Time). The earnings release and a link to the webcast will be posted on Oceaneering's Investor Relations website. Oce.

Business Wire • Sep 23, 2026