MarketBeat February 2026 market recap
March 2, 2026
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Pathward Financial (NASDAQ: CASH) — On Feb. 26, Pathward Financial released “Beyond the Headlines: How Energy Executives Dealt With 2025 and See Growth and Risk in 2026.” Based on a survey of 300 U.S. energy executives, the report highlights strong industry momentum and confidence following turbulence in 2025.
SAB BIO (NASDAQ: SABS) — On Feb. 11, SAB Biotherapeutics delivered a presentation at the Guggenheim Emerging Outlook Biotech Summit outlining its Type 1 diabetes strategy and highlighting its lead candidate, SAB-142, which is in a pivotal Phase 2b clinical trial.
First Interstate BancSystem (NASDAQ: FIBK) — First Interstate BancSystem reported mixed fourth quarter earnings on Jan. 28. Earnings per share came in at $1.08, beating estimates of 64 cents, while revenue of $205.1 million fell short of the $256.89 million forecast.
The Bancorp (NASDAQ: TBBK) — On Jan. 29, The Bancorp reported fourth quarter earnings. Revenue of $132.21 million exceeded expectations of $101.1 million; however, its $1.28 earnings per share missed the consensus estimate of $1.46.
Wells Fargo (NYSE: WFC) — Wells Fargo used the Super Bowl to launch its “Celebrating Every Win” advertising campaign promoting the Wells Fargo mobile banking app. Featuring comedian Marcello Hernandez, the ads emphasize how the app can help customers achieve their financial goals.
NorthWestern Energy (NASDAQ: NWE) — On Feb. 11, NorthWestern Energy reported fourth quarter earnings. Quarterly revenue reached $414.30 million, essentially matching expectations of $414.33 million, and earnings per share came in at $1.17, 2 cents below estimates.
CNH Industrial (NYSE: CNH) — CNH Industrial outperformed on both the top and bottom lines in the fourth quarter. Released on Feb. 11, the company’s earnings report showed an earnings per share of 19 cents, which exceeded the 11-cent estimate, and revenue of $5.16 billion, which topped expectations of $4.91 billion.
Citigroup (NYSE: C) — On Feb. 24, Citigroup announced its Blueprint for Housing Opportunity initiative. The $60 billion, five-year commitment aims to expand housing affordability by creating and preserving at least 250,000 units across the United States.
Smithfield Foods (NASDAQ: SFD) — On Feb. 16, Smithfield Foods announced plans to replace its existing Sioux Falls plant with a new state-of-the-art packaged meats and fresh pork processing facility to be built in Foundation Park.
McDonald’s (NYSE: MCD) — On Feb. 11, McDonald’s posted 5.7 percent same-store sales growth in its fourth quarter earnings report. In addition, adjusted earnings per share of $3.12 topped estimates of $3.05, and revenue of $7.01 billion exceeded expectations of $6.81 billion.
Walmart (NYSE: WMT) — On Feb. 19, Walmart reported fourth quarter earnings for fiscal 2026, posting an earnings per share of 74 cents, narrowly surpassing the 73-cent consensus estimate. Revenue climbed to $190.66 billion, outpacing projections of $188.37 billion.
Target (NYSE: TGT) — As part of its commitment to inspiring design and an immersive, welcoming shopping experience, Target refreshed its Target SoHo concept store with a new “Scenes of SoHo” spring theme.
Macy’s (NYSE: M) — Macy’s customers raised over $3.1 million to support Big Brothers Big Sisters between Nov. 1 and Dec. 24. Since 2022, the campaign has raised over $16 million for the organization.
Dillard’s (NYSE: DDS) — On Feb. 24, Dillard’s delivered its earnings report for the fourth quarter of fiscal 2026. Earnings per share came in at $13.05, comfortably ahead of the forecasted $9.98, and comparable store sales remained flat for the year.
Amazon (NASDAQ: AMZN) — Amazon’s fourth quarter revenue surpassed expectations, though earnings came in slightly below estimates. In its earnings report released Feb. 5, the company also unveiled a $200 billion capital expenditure plan to expand its artificial intelligence infrastructure.
Costco (NASDAQ: COST) — Costco announced its January sales results on Feb. 4, posting net sales of $21.33 billion, a 9.3 percent year-over-year increase from the $19.51 billion it delivered in January 2025.
Ford Motor (NYSE: F) — On Feb. 4, Ford Motor released its fourth quarter earnings report. Bolstered by Ford Pro sales, the $45.89 billion in revenue beat expectations of $41.78 billion.
General Motors (NYSE: GM) — General Motors announced a recall of more than 43,000 Chevrolet, GMC and Cadillac SUVs on Feb. 20 because of a transmission issue that could increase the risk of a crash.
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