Riverwater Small Cap Strategy Q3 2026 Portfolio Update

During the third quarter of 2026, the Small Cap strategy slightly underperformed its benchmark, the Russell 2000 Index, in a period in which small cap stocks broadly declined. Top contributors include AtriCure and Red Violet; top detractors include Kodiak Gas Services and PDF Solutions. We initiated a position in IRadimed at the start of the quarter, replacing Talkspace after it was acquired.

Seeking Alpha • Oct 28, 2026

Worthington Enterprises Participating in Baird Global Industrial Conference Following Investor and Analyst Day

COLUMBUS, Ohio, Oct. 22, 2026 (GLOBE NEWSWIRE) -- Worthington Enterprises Inc. (NYSE: WOR), a designer and manufacturer of market-leading brands that improve everyday life by elevating spaces and experiences, today announced it will participate in next month's  Baird Global Industrial Conference in Chicago. President and Chief Executive Officer Joe Hayek and Vice President and Chief Financial Officer Colin Souza will share the company's strategies for accelerating long-term growth and shareholder value by leveraging the proven Worthington Business System and its three pillars—innovation, transformation and M&A.

GlobeNewsWire • Oct 22, 2026

Why Worthington Enterprises Stock Is Up Today

Worthington's ASME tanks help to cool AI computing infrastructure. The company's data center business could grow exponentially in the coming years.

The Motley Fool • Sep 23, 2026

Worthington Enterprises Q1 Earnings Call Highlights

Worthington Enterprises NYSE: WOR reported a 13% increase in fiscal 2027 first-quarter sales to $344 million, supported by 7% organic growth and $19 million of revenue from recent acquisitions. Adjusted earnings per share rose to $0.82 from $0.78 a year earlier, while adjusted EBITDA increased 10% to $74 million.

MarketBeat • Sep 23, 2026

Worthington Enterprises, Inc. (WOR) Q1 2027 Earnings Call Transcript

Worthington Enterprises, Inc. (WOR) Q1 2027 Earnings Call Transcript

Seeking Alpha • Sep 23, 2026

Worthington Enterprises After Q1 Earnings: Still A Buy On Technical Signals

Worthington Enterprises, Inc. remains in a robust multi-decade bullish trend, with shares resiliently rebounding from corrections since 2000. I maintain a cautious Buy rating on WOR, favoring purchases on price weakness, as historical corrections have offered optimal entry points. Recent earnings exceeded forecasts, with data center ASME tanks and bundling providing a key growth catalyst amid rising steel prices and longer lead times.

Seeking Alpha • Sep 23, 2026

Liquid-Cooling Tech Is Helping Push This Industrial Manufacturer's Stock Up 16%

Worthington Enterprises stock rises sharply as demand for data-center cooling infrastructure powers its strong earnings.

Barrons • Sep 23, 2026

General Mills, Cintas And 3 Stocks To Watch Heading Into Wednesday

With U.S. stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:

Benzinga • Sep 23, 2026

Worthington Enterprises Declares Quarterly Dividend; Recognizes Contributions of Three Retiring Directors

The company declared a quarterly dividend of $0.20 per share. The dividend is payable on December 29, 2026, to shareholders of record on December 15, 2026.

GlobeNewsWire • Sep 22, 2026

Worthington Enterprises Reports First Quarter Fiscal 2027 Results

COLUMBUS, Ohio, Sept. 22, 2026 (GLOBE NEWSWIRE) -- Worthington Enterprises Inc. (NYSE: WOR), a designer and manufacturer of market-leading products and solutions for building, trade and specialty applications, today reported results for its fiscal 2027 first quarter ended August 31, 2026.

GlobeNewsWire • Sep 22, 2026