MarketBeat January 2026 market recap

Feb. 2, 2026

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Pathward Financial (NASDAQ: CASH) — On Jan. 22, Pathward Financial released its earnings report for the first quarter of its 2026 fiscal year. The bank reported revenue of $173.1 million, missing expectations for $185.8 million. However, earnings per share came in at $1.57, beating the forecasted $1.38.

SAB BIO (NASDAQ: SABS) — SAB BIO launched a $75 million at-the-market program with UBS Securities, which went into effect Dec. 29. It will allow SAB BIO to sell up to $75 million of its common stock periodically at prevailing market prices. The company intends to use those funds to support its development pipeline and general corporate purposes.

First Interstate BancSystem (NASDAQ: FIBK) — On Jan. 27, one day before the company’s fourth quarter earnings report, First Interstate BancSystem declared a cash dividend of 47 cents per share. The dividend will be payable Feb. 20 to shareholders of record as of Feb. 10.

The Bancorp (NASDAQ: TBBK) — On Jan. 13, The Bancorp unveiled its rebranded look during an opening bell ceremony at Nasdaq. The new branding reflects the company’s continued evolution as a leading partner in fintech innovation and specialized banking solutions, including its fintech solutions business.

Wells Fargo (NYSE: WFC) — Wells Fargo reported strong fourth quarter and annual earnings Jan. 14. For 2025, net income rose to $21.3 billion, and diluted EPS grew 17 percent.

NorthWestern Energy (NASDAQ: NWE) — On Dec. 31, NorthWestern Energy paid a cash dividend of 66 cents per share to shareholders of record on Dec. 15. The company has increased its dividend payout for 21 consecutive years.

CNH Industrial (NYSE: CNH) — On Jan. 7, the American Society of Agricultural and Biological Engineers chose three of CNH Industrial’s ag tech innovations for its annual AE50 awards. These awards highlight the year’s 50 most innovative products and systems that are engineered for the food and agricultural industries.

Citigroup (NYSE: C) — On Jan. 14, Citigroup reported its fourth quarter earnings. The bank delivered revenue of $19.87 billion, below expectations of $20.99 billion. However, it beat on the bottom line with an EPS of $1.81, topping the consensus forecast of $1.65.

Smithfield Foods (NASDAQ: SFD) —  On Jan. 21, Smithfield Foods and Nathan’s Famous Inc. (NASDAQ: NATH) announced that they have entered into a definitive merger agreement under which Smithfield Foods will acquire all outstanding shares of Nathan’s Famous for $102 per share in cash. This transaction represents an enterprise value of approximately $450 million and is expected to close in the first half of the year.

McDonald’s (NYSE: MCD) — As of Jan. 27, consumers are getting to enjoy a new limited-time offering at participating McDonald’s restaurants nationwide: Hot Honey Sauce.  At this time, there is no specific end date, but the promotion is expected to run through at least Valentine’s Day.

Walmart (NYSE: WMT) — On Jan. 5, Walmart paid a cash dividend of 23.5 cents per share to shareholders of record on Dec. 12. Walmart is a “dividend king” that has increased its dividend for 53 consecutive years.

Target (NYSE: TGT) — On Jan. 7, Target introduced its 2026 wellness assortment. This year, the company is expanding the collection by 30 percent with thousands of new items and the most exclusive products the company has ever released. The launch is part of Target’s goal to become the destination for everyday well-being.

Macy’s (NYSE: M) — On Jan. 2, Macy’s paid a cash dividend of 18.2 cents per share to shareholders of record on Dec. 15. The company has increased its dividend for four consecutive years.

Dillard’s (NYSE: DDS) — Today, Dillard’s paid a 30-cent per share dividend to shareholders of record on Dec. 31. This is in addition to the special cash dividend of $30 per share the company issued Jan. 5 to shareholders of record on Dec. 12.

Amazon (NASDAQ: AMZN) — In January, Amazon and the PGA TOUR announced an expanded partnership that will accelerate the transformation of how golf content is created, distributed and experienced worldwide. Amazon Web Services will continue to create immersive digital experiences that offer fans deeper and more personal engagement.

Costco (NASDAQ: COST) — On Jan. 7, Costco announced its December sales results, including net sales of $29.86 billion for the five weeks that ended Jan. 4. This was an increase of 8.5 percent on a year-over-year basis.

Ford Motor (NYSE: F) — On Jan. 27, Ford Motor named Lisa Drake president of Ford Energy. Drake will be responsible for launching the company’s battery energy storage systems business, which Ford formed in December.

General Motors (NYSE: GM) — On Jan. 27, General Motors released its fourth quarter earnings report. The automaker delivered revenue of $45.29 billion, which missed estimates for $45.81 billion. On the bottom line, GM delivered an EPS of $2.51, topping estimates for $2.26.  

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MarketBeat January 2026 market recap

An iconic acquisition for Smithfield Foods is among the latest updates from publicly traded companies of local interest.

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