Investment 11 February 2026 - 12 February 2026

Johnson & Johnson shares climbed 1.7% to $244.97 Thursday afternoon, outperforming a falling S&P 500. The company reported 2025 sales rose 6% to $94.2 billion, with net earnings of $26.8 billion. J&J filed a new shelf registration for future debt issuance. The annual report put its talc litigation reserve at $3.4 billion and noted more trials ahead.

JPMorgan shares fell 2.9% to $301.93 Thursday, leading declines in U.S. bank stocks as traders awaited Friday’s January CPI report. Bank of America dropped 3.3%, Citigroup 4.1%, and Wells Fargo 2.8%. Rate-cut bets eased after strong jobs data Wednesday. Investors also reacted to concerns over AI’s impact on financial sector fees.

Schroders shares surged 28.6% after agreeing to a £9.9 billion takeover by U.S. asset manager Nuveen, with shareholders set to receive 590 pence per share in cash plus up to 22 pence in dividends. Nuveen has secured support for about 42% of shares and aims to close the deal in late 2026, pending approvals. Schroders reported record assets under management of £823.7 billion and a 25% rise in adjusted operating profit for 2025.

British American Tobacco shares rose 0.4% in early London trading after reporting a 2.3% rise in adjusted 2025 profit and announcing a £1.3 billion share buyback for 2026. The company also increased its dividend 2% to 245.04 pence per share. Investors are watching U.S. nicotine pouch sales as cigarette volumes continue to decline.

Unilever shares fell 0.8% in early London trading after reporting FY2025 results and warning 2026 growth will likely hit the low end of its 4–6% target range. Q4 underlying sales rose 4.2%, beating forecasts, while annual operating profit slipped 1.1% to €10.1 billion. The company announced a €1.5 billion buyback to begin in the second quarter. Turnover dropped 3.8% to €50.5 billion.

Barclays bought 4,159,750 shares for cancellation on Feb. 11, its first move under a new £1 billion buyback. Shares closed Wednesday at 477.50 pence, up 0.65%. The bank reported 2025 profit before tax up 12% to £9.1 billion and set a 2028 return target above 14%. Investors are watching U.S. fee risks and investment banking fees.

Neo-Concept International Group Holdings shares surged 238% to $2.64 Wednesday, then dropped 29% to $1.88 after hours. The company closed a $8.1 million share sale at $0.5454 per share on Feb. 11, issuing 14.85 million new shares. The offering, disclosed in a Feb. 11 filing, raised dilution concerns that drove sharp swings in the stock.

Amcor shares closed up 3.21% at $50.09 Wednesday, slipping 0.08% in after-hours trading. The company announced expanded North American capacity for PE shrink films after its Berry Global tie-up and said its PP beverage cups now qualify as “Widely Recyclable.” Traders are watching the Feb. 25 ex-dividend date and the May earnings update. Amcor completed a 1-for-5 reverse stock split in January.

Philips shares fell 3.1% to 26.71 euros in Wednesday afternoon trading, pulling back after a sharp 11.8% surge on Tuesday following quarterly results and new 2026 guidance. The company reported Q4 sales of 5.1 billion euros and forecast an adjusted EBITA margin of 12.5%–13% for 2026, while warning of ongoing tariff and China market pressures.

Nektar Therapeutics shares rose 2.7% premarket to $57.50 after closing up 51% Tuesday, following new one-year data for eczema drug rezpegaldesleukin. The company launched a $300 million stock offering and reported $229.1 million in cash as of Jan. 31. Phase 3 trials are expected to begin in Q2 2026.

HSBC shares rose 0.5% to 1,313 pence in early London trading Wednesday. The bank’s board will meet Feb. 25 to decide on 2025 results and a possible fourth interim dividend, with payment set for April 30 if approved. HSBC shares recently hit a record high, pushing its market value above $300 billion. In Hong Kong and New York, HSBC stock traded lower.