Energy and distribution costs hit late enough in the quarter to force a guidance cut: transition-period adjusted EPS now $1.70 to $1.80, down from $1.80 to $1.90. Management insists the pressure does not carry into 2027.
Latest Activity
Energy and distribution costs hit late enough in the quarter to force a guidance cut: transition-period adjusted EPS now $1.70 to $1.80, down from $1.80 to $1.90. Management insists the pressure does not carry into 2027.
Energy and distribution costs hit late enough in the quarter to force a guidance cut: transition-period adjusted EPS now $1.70 to $1.80, down from $1.80 to $1.90. Management insists the pressure does not carry into 2027.
- GOOGLAlphabet Inc. - Class A Common Stock (GOOGL)Partial sell$1K – $15KAug 27
- AMCRState Street Bank & Trust Co. Amcor plc Ordinary Shares (AMCR)Partial sell$1K – $15KAug 10
- JNJKean Family Partnership Johnson & Johnson Common Stock (JNJ)Partial sell$1K – $15KAug 27
- LINState Street Bank & Trust Co. Linde plc - Ordinary Shares (LIN)Buy$1K – $15KAug 10
- MTZKean Family Partnership MasTec, Inc. Common Stock (MTZ)Buy$1K – $15KAug 21
- MSFTKean Family Partnership Microsoft Corporation - Common Stock (MSFT)Partial sell$15K – $50KAug 27
Kean trimmed megacap tech on the same August day, with the Microsoft sale the largest line in the filing, and rotated the proceeds toward industrial gas and infrastructure names. Disclosed 33 days after the trades, so the rotation out of Big Tech and into picks-and-shovels was already done before anyone could see it.
AMCR Coverage
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