BMO Capital sets a new price target for Intuit Inc. (NASDAQ:INTU) at $624, indicating a potential increase of 42.63%.Intuit Mailchimp introduces innovative ecommerce tools integrating data, automation, and AI to enhance marketing strategies.Despite a slight decrease in stock price to $437.50, Intuit's advancements in ecommerce tools may drive future growth.Intuit Inc. (NASDAQ:INTU) is a leading financial software company, renowned for its products like TurboTax, QuickBooks, and Mint. Catering to individuals ...

Abaxx’s proprietary market infrastructure innovation demonstrates that identity-anchored digital instruments can deliver T+0 finality and capital efficiency while reducing the regulatory risks and cross-jurisdictional ownership uncertainties inherent in blockchain tokenizationTORONTO, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Abaxx Technologies Inc. (CBOE:ABXX)(OTCQX:ABXXF) (“Abaxx” or the “Company”), a financial software and market infrastructure company, majority shareholder of Abaxx Singapore Pte Ltd., the owner ...

Core Insights - The Baron Financials ETF experienced a decline of 2.22% in the fourth quarter of 2025, underperforming the FactSet Global FinTech Index, which fell by 7.19%, but slightly trailing the MSCI USA Financials Index, which gained 2.07% [2][3][7] - Since its inception on December 31, 2019, the Fund has achieved an annualized return of 10.21%, outperforming the FinTech Index's 2.55% but lagging behind the Financials Index's 11.97% [2][3] Performance Overview - In the fourth quarter, the Fund's performance was driven by favorable stock selection within Information Services and an overweighting in Tech-Enabled Financials, while underexposure to banks negatively impacted relative performance [7][8] - The Fund's average weighting in banks was only 6%, which cost nearly 2 percentage points of relative performance against the Financials Index, where banks had a 38% weighting and were the top-performing industry [7][8] Sector Analysis - The Fund's holdings are segmented into various industries, with Capital Markets representing 31.7%, Information Services at 20.7%, and Payments at 17.4% as of December 31, 2025 [20][23] - The Fund has a significant overweight in Information Services and Capital Markets compared to the Financials Index, while being underweight in Banks and Insurance [20][21] Key Contributors and Detractors - Top contributors to the Fund's performance included Fair Isaac Corporation, S&P Global Inc., and Jack Henry & Associates, with Fair Isaac contributing 0.37% to returns due to strong quarterly results and positive fiscal guidance [12][13][14] - Major detractors included Robinhood Markets, which fell 0.93% due to a decline in customer engagement and cryptocurrency trading volumes, and MercadoLibre, which faced competitive pressures and margin concerns [16][17] Recent Activity - The Fund made significant net purchases in Morgan Stanley, Capital One Financial Corporation, and The Charles Schwab Corporation, focusing on firms with strong growth prospects and diversified revenue streams [25][31] - The Fund trimmed positions in Guidewire Software and Interactive Brokers to manage exposure to the volatile software sector and to fund purchases with better expected returns [32][33] Market Outlook - The macroeconomic environment is viewed as generally healthy, with stable credit trends and a low unemployment rate of 4.4% as of December 2025, supporting growth in the financial sector [34][35] - The Fund anticipates continued growth driven by favorable fiscal policies and easing monetary conditions, with expectations for two rate cuts in the upcoming year [35][36]

primeimages/E+ via Getty Images Dear Baron FinTech Fund Shareholder, In the quarter ended December 31, 2025, Baron Financials ETF® (BCFN)(the Fund) fell 2.22% (NAV) compared with a 7.19% decline for the FactSet Global FinTech Index (the FinTech Index) and a 2.07% gain for the MSCI USA Financials Index (the Financials Index). Since inception, the Fund has risen at a 10.21% annualized rate compared with 2.55% for the FinTech Index and 11.97% for the Financials Index. Annualized performance (%) for period ...

Core Insights - The ongoing debate between in-office work and remote work is shifting towards the concept of time autonomy, focusing on when employees work rather than where they work [2][5]. Group 1: Employee Preferences - Work-life balance has become the top priority for 65% of office workers globally, an increase from 59% four years ago [3]. - Employees are increasingly valuing control over their work schedules, including start and stop times, over the choice of workplace location [4]. Group 2: Industry Trends - A significant 83% of CEOs globally expect a return to full-time office work by 2027, while 30% of companies plan to eliminate remote work by 2026 [2]. - The rise in workload intensity and meeting volume has made time management and calendar control essential for improving employee effectiveness and well-being [5]. Group 3: Leadership Perspectives - Leaders are beginning to recognize that flexibility in work arrangements has evolved beyond location to include time autonomy, which reflects real-life demands such as caregiving and health routines [5][6]. - The focus on time autonomy indicates a shift towards a work environment that prioritizes cognitive output over physical presence, suggesting that control over time is more critical than merely having a desk [7].

Group 1 - Parnassus Investments reported a 5.49% return for the Parnassus Mid Cap Fund in Q3 2025, outperforming the Russell Midcap Index which returned 5.33% [1] - The Russell Mid Cap Index continued to rise following a strong second quarter, indicating a positive market trend [1] Group 2 - Parnassus Core Equity Fund highlighted BILL Holdings, Inc. (NYSE:BILL) as a key investment, noting a one-month return of 16.66% despite a 52-week decline of 45.78% [2] - BILL Holdings, Inc. closed at $51.76 per share on December 03, 2025, with a market capitalization of $5.196 billion [2] - The company is positioned in a large and underpenetrated market for small and medium-sized businesses, with potential for revenue growth as digitization of back-office workflows increases [3] - BILL Holdings benefits from strong distribution partnerships and network effects, providing a competitive advantage in its market [3] Group 3 - BILL Holdings, Inc. was held by 52 hedge fund portfolios at the end of Q3 2025, an increase from 45 in the previous quarter [4] - Despite its potential, some analysts believe that certain AI stocks may offer greater upside potential and lower downside risk compared to BILL Holdings [4]

Core Viewpoint - Private equity firm Hg is set to take financial software manufacturer OneStream private, with a transaction valuation of approximately $6.4 billion [1] Group 1 - OneStream shareholders will receive $24 in cash per share, representing a 31% premium over the closing price on Monday [1] - The transaction is expected to be completed in the first half of 2026 [1]

Group 1 - OneStream, Inc. is a leading enterprise finance management platform focused on innovative solutions for the Office of the CFO [1] - Wedbush downgraded OneStream from "Outperform" to "Neutral" with a stock price of $23.57 at the time of the downgrade [1][5] - OneStream has entered into a definitive agreement to be acquired by Hg for $6.4 billion, with shareholders receiving $24 per share, representing a 31% premium over the closing price on January 5, 2026 [2][5] Group 2 - The current stock price of OneStream is $23.60, reflecting an increase of 28.30%, or $5.21, with fluctuations between $22.31 and $23.87 throughout the day [3][5] - OneStream's market capitalization is approximately $6.22 billion, with a trading volume of 34,998,310 shares [4] - The acquisition by Hg Capital emphasizes a strategic investment in the financial software sector, highlighting the growth potential of OneStream's offerings [4]

Core Viewpoint - OneStream, a leading enterprise finance management platform, has entered into a definitive agreement to be acquired by Hg for approximately $6.4 billion, with shareholders receiving $24.00 per share in cash, representing a 31% premium over the closing share price on January 5, 2026 [1][2] Transaction Details - The transaction values OneStream at approximately $6.4 billion in equity value and is expected to close in the first half of 2026, subject to regulatory approvals [1][4] - OneStream shareholders will receive $24.00 per share, which is a 31% premium to the closing share price on January 5, 2026, and a 27% premium to its volume-weighted average share price over the preceding 30 trading days [2] - Hg will become the majority voting shareholder, with General Atlantic and Tidemark as significant minority investors [1][2] Company Strategy and Vision - The acquisition is seen as a pivotal moment for OneStream, positioning it to advance its AI-first go-to-market strategy and expand its finance AI capabilities [3] - OneStream aims to be the operating system for modern finance, unifying financial and operational data while embedding AI for improved decision-making [8][9] - The partnership with Hg, General Atlantic, and Tidemark is expected to accelerate OneStream's growth and innovation in the finance sector [3][12] Leadership and Operations - Tom Shea will continue as CEO, and the current leadership team will remain in place, with OneStream maintaining its headquarters in Birmingham, Michigan [5] - The transaction has been unanimously approved by OneStream's Board of Directors, and no further approval from stockholders is required [4][5] Financial Advisors - J.P. Morgan Securities LLC and Centerview Partners LLC are acting as financial advisors to OneStream, while Goldman Sachs & Co. LLC is the exclusive financial advisor to Hg [7]

Core Viewpoint - OneStream's stock surged over 27% in pre-market trading, currently priced at $23.44, following reports of Hg Capital nearing a deal to take the financial software manufacturer private, with an announcement expected in the coming days [1] Company Overview - OneStream specializes in AI-enabled unified financial software platforms, providing core financial function solutions [1] - The company's client base includes well-known enterprises such as Toyota and United Parcel Service [1] Industry Context - The transaction highlights ongoing interest in the financial software sector, particularly in companies leveraging artificial intelligence to enhance financial operations [1]