Heartland Opportunistic Value Equity Strategy Q4 2025 Portfolio Activity

One profitable company whose shares we've held for years, and that demonstrates why a focus on shareholder value creation matters in the long run, is Old Republic International. A new mid-cap holding in the quarter was Prestige Consumer Healthcare, whose over-the-counter brands are familiar to many. A multi-year holding that has struggled recently is Watsco, the largest wholesale distributor of HVAC and refrigeration equipment in the United States.

Seeking Alpha • Feb 13, 2026

PBH's Q3 Earnings Miss Estimates, Revenues Surpass, Stock Up

Prestige Consumer stock ticks higher as Q3 revenues top estimates, but EPS slips 7% and misses forecasts despite margin expansion.

Zacks Investment Research • Feb 12, 2026

Prestige Consumer Healthcare Inc. (PBH) Q3 2026 Earnings Call Transcript

Prestige Consumer Healthcare Inc. (PBH) Q3 2026 Earnings Call Transcript

Seeking Alpha • Feb 5, 2026

Prestige Consumer Healthcare Inc. Reports Third Quarter and Year-to-Date Fiscal 2026 Results

TARRYTOWN, N.Y., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Prestige Consumer Healthcare Inc. (NYSE:PBH) today reported financial results for its third quarter and nine months ended December 31, 2025.

GlobeNewsWire • Feb 5, 2026

Prestige Consumer Healthcare (PBH) Reports Q3 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Prestige Consumer Healthcare (PBH) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Feb 5, 2026

Prestige Consumer Healthcare (PBH) Q3 Earnings Lag Estimates

Prestige Consumer Healthcare (PBH) came out with quarterly earnings of $1.14 per share, missing the Zacks Consensus Estimate of $1.16 per share. This compares to earnings of $1.22 per share a year ago.

Zacks Investment Research • Feb 5, 2026

Premium Brands: Setting Expectations For 2026 And Beyond

Premium Brands (PBH:CA) remains a 'Hold' with a price target near $110, reflecting market-like performance expectations into FY 2026. PBH's $10B revenue target hinges on organic growth and disciplined M&A, but high leverage and ongoing Capex constrain aggressive expansion. Organic volume growth outpaced pricing, driving a 19% sales jump, but EBITDA margins remain pressured by elevated beef costs and new plant overhead.

Seeking Alpha • Feb 5, 2026

PBH vs. A: Which Stock Is the Better Value Option?

Investors with an interest in Medical - Products stocks have likely encountered both Prestige Consumer Healthcare (PBH) and Agilent Technologies (A). But which of these two companies is the best option for those looking for undervalued stocks?

Zacks Investment Research • Jan 23, 2026

Prestige Consumer Healthcare Announces Fiscal 2026 Third Quarter Earnings Results Date and Participation in the ICR Conference

TARRYTOWN, N.Y., Jan. 12, 2026 (GLOBE NEWSWIRE) -- Prestige Consumer Healthcare Inc. (the “Company” or “Prestige”) (NYSE: PBH) today announced it will issue its fiscal 2026 third quarter earnings release on Thursday, February 5, 2026 before the opening of the market.

GlobeNewsWire • Jan 12, 2026

PBH or ABT: Which Is the Better Value Stock Right Now?

Investors with an interest in Medical - Products stocks have likely encountered both Prestige Consumer Healthcare (PBH) and Abbott (ABT). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • Jan 7, 2026