Donaldson Reports Positive Results and Teams Up with Science Applications International, Descartes Systems, Dollar General, and Other Major Stocks Rising on Thursday
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Should l Buy MKTX?
Source: Benzinga
U.S. Stock Market Performance: U.S. stocks declined slightly, with the Dow Jones falling about 0.1% on Thursday, while several companies reported strong earnings and raised their guidance.
Donaldson Company Earnings: Donaldson Company, Inc. saw a 4.7% increase in its stock price after reporting a 3.9% year-over-year sales growth and raising its fiscal 2026 adjusted EPS guidance.
Notable Stock Gains: UiPath Inc. and Science Applications International Corporation experienced significant stock price increases of 16.5% and 15.8%, respectively, following better-than-expected financial results and raised guidance.
Other Companies with Gains: Several other companies, including ASP Isotopes Inc. and BioAge Labs, also saw notable stock price increases due to positive financial news and analyst ratings.
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Analyst Views on MKTX
Wall Street analysts forecast MKTX stock price to rise
8 Analyst Rating
3 Buy
4 Hold
1 Sell
Hold
Current: 177.460
Low
167.00
Averages
194.43
High
225.00
Current: 177.460
Low
167.00
Averages
194.43
High
225.00
About MKTX
MarketAxess Holdings Inc. operates electronic trading platforms. The Company offers end-to-end trading solutions, including the operation of electronic platforms for the trading of fixed-income and other securities and related data, analytics compliance tools, post-trade services, automated trading services and technology services. The Company provides an Open Trading marketplace which offers an all-to-all trading solution in the global credit markets, creating a liquidity pool for a range of credit market participants. It leverages its diverse set of trading protocols, automated and algorithmic trading solutions, intelligent data and index products and a range of post-trade services to provide an end-to-end trading solution to its robust network of platform participants. The Company also provides several integrated and actionable data offerings, including CP+ and Axess All, to assist clients. Its RFQ-hub platform is a bilateral multi-asset and multi-dealer request for quote platform.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Robertson Opportunity Capital Acquires Stake in MarketAxess
- New Investment Disclosure: According to an SEC filing dated February 10, 2026, Robertson Opportunity Capital, LLC disclosed the purchase of 28,830 shares of MarketAxess, valued at approximately $5.23 million, indicating strong confidence in the company.
- Position Analysis: This acquisition represents 1.9% of Robertson's 13F reportable assets, highlighting the fund's focus on the fixed-income market, particularly amid current market volatility.
- Signs of Performance Recovery: Despite a 13.7% decline in MarketAxess's stock price over the past year, the Q4 earnings report released on February 6, 2026, revealed potential for a turnaround, with block trading and portfolio trading average daily volumes increasing by 29% and 41%, respectively.
- Long-Term Growth Potential: As a leader in the electronic transformation of the fixed-income market, MarketAxess is well-positioned to capture higher trading volumes and cash flows from untapped areas, and its record of increasing dividends for 16 consecutive years further boosts investor confidence.
See More
Robertson Opportunity Capital Acquires $5 Million Stake in MarketAxess
- New Investment Disclosure: According to an SEC filing dated February 10, 2026, Robertson Opportunity Capital disclosed a new stake in MarketAxess (NASDAQ:MKTX) by purchasing 28,830 shares valued at approximately $5.23 million, indicating confidence in the company.
- Asset Allocation Change: This acquisition represents 1.9% of Robertson's 13F reportable assets, highlighting MarketAxess's significance in the portfolio and potentially influencing future investment decisions.
- Market Performance Analysis: As of February 9, 2026, MarketAxess shares were priced at $171.23, down 13.7% over the past year and underperforming the S&P 500 by 28 percentage points, reflecting market caution regarding its future growth.
- Growth Potential Assessment: Despite total sales only inching up 4% in 2025, MarketAxess saw average daily volumes in block trading, portfolio trading, and dealer-initiated trading increase by 29%, 41%, and 32% respectively, indicating significant growth opportunities in the largely untapped bond trading market.
See More
MarketAxess Declares Quarterly Dividend Increase
- Dividend Increase: MarketAxess has declared a quarterly dividend of $0.78 per share, reflecting a 2.6% increase from the previous $0.76, demonstrating the company's ongoing commitment to stable cash flow and shareholder returns.
- Revenue Growth Target: The company outlines an ambitious revenue growth target of 8%-9% through 2028, driven primarily by a surge in block trading, which is expected to enhance its competitive position and attract more investor interest.
- Financial Performance: While MarketAxess reported a non-GAAP EPS of $1.68, beating estimates by $0.04, its revenue of $209.4 million fell short of expectations by $1.95 million, indicating challenges in the current market environment.
- Shareholder Returns: The dividend will be payable on March 4, with a record date of February 18, signaling the company's commitment to returning value to shareholders while actively navigating market volatility challenges.
See More
MarketAxess Holdings Inc. Reports Record Q4 2025 Earnings and Strategic Growth Plans
- Record Revenue: MarketAxess achieved a record revenue of $846 million in Q4 2025, reflecting a 10% year-over-year growth, which underscores the company's successful expansion in global markets and investment in multiprotocol solutions, enhancing its competitive edge.
- Cash Flow and Return Plans: The company generated $347 million in free cash flow in 2025 and returned $474 million to investors through share repurchases and dividends, further boosting investor confidence while announcing a $400 million capital return plan, indicating strong financial health.
- Trading Volume Growth: Block trading ADV increased by 29%, with a 28% market share in U.S. high-yield portfolio trading, demonstrating robust momentum in electronic trading, which is expected to drive future revenue growth.
- Future Outlook: The CFO projected mid-single-digit growth in services revenue for 2026, with expenses expected to range between $530 million and $545 million, while management reiterated an 8% to 9% revenue growth target over the next three years, reflecting confidence in sustained growth.
See More
MarketAxess Q4 Earnings Beat Expectations with Revenue Growth
- Earnings Beat: MarketAxess reported a Q4 non-GAAP EPS of $1.68, exceeding expectations by $0.04, indicating strong profitability despite revenue falling slightly short of forecasts.
- Revenue Growth Challenges: Total revenue reached $209.4 million, up 3.5% year-over-year, but missed expectations, primarily impacted by foreign currency fluctuations, highlighting challenges in the market environment.
- Strong Trading Channel Performance: The Client-Initiated Channel saw a 29% increase in average daily volume, with emerging markets and eurobonds growing by 41% and 43% respectively, demonstrating success in the company's diversified trading strategies.
- Cautious Future Outlook: For 2026, the company expects mid-single-digit growth in service revenue, an 8% increase in expenses, and capital expenditures between $65 million and $75 million, reflecting a cautious approach to future investments.
See More
Multiple Companies Set to Report Q4 2025 Earnings
- Philip Morris Earnings Outlook: The expected EPS for Q4 2025 is $1.67, representing a 7.74% increase year-over-year, showcasing the company's ability to consistently exceed market expectations and enhancing its competitive edge in the tobacco industry.
- Cboe Global Markets Performance: The forecasted EPS is $2.93, reflecting a significant 39.52% increase from the previous year, indicating a strong recovery and improved profitability that may attract more investor interest.
- Biogen Earnings Warning: The anticipated EPS is $1.60, a substantial 53.49% decrease compared to last year, highlighting significant challenges the company faces, which could impact market confidence and stock performance.
- AerCap's Stability: The expected EPS is $3.31, unchanged from last year, indicating the company's resilience in the transportation sector, maintaining profitability despite industry fluctuations.
See More
Robertson Opportunity Capital Acquires Stake in MarketAxess
- New Investment Disclosure: According to an SEC filing dated February 10, 2026, Robertson Opportunity Capital, LLC disclosed the purchase of 28,830 shares of MarketAxess, valued at approximately $5.23 million, indicating strong confidence in the company.
- Position Analysis: This acquisition represents 1.9% of Robertson's 13F reportable assets, highlighting the fund's focus on the fixed-income market, particularly amid current market volatility.
- Signs of Performance Recovery: Despite a 13.7% decline in MarketAxess's stock price over the past year, the Q4 earnings report released on February 6, 2026, revealed potential for a turnaround, with block trading and portfolio trading average daily volumes increasing by 29% and 41%, respectively.
- Long-Term Growth Potential: As a leader in the electronic transformation of the fixed-income market, MarketAxess is well-positioned to capture higher trading volumes and cash flows from untapped areas, and its record of increasing dividends for 16 consecutive years further boosts investor confidence.
See More
Robertson Opportunity Capital Acquires $5 Million Stake in MarketAxess
- New Investment Disclosure: According to an SEC filing dated February 10, 2026, Robertson Opportunity Capital disclosed a new stake in MarketAxess (NASDAQ:MKTX) by purchasing 28,830 shares valued at approximately $5.23 million, indicating confidence in the company.
- Asset Allocation Change: This acquisition represents 1.9% of Robertson's 13F reportable assets, highlighting MarketAxess's significance in the portfolio and potentially influencing future investment decisions.
- Market Performance Analysis: As of February 9, 2026, MarketAxess shares were priced at $171.23, down 13.7% over the past year and underperforming the S&P 500 by 28 percentage points, reflecting market caution regarding its future growth.
- Growth Potential Assessment: Despite total sales only inching up 4% in 2025, MarketAxess saw average daily volumes in block trading, portfolio trading, and dealer-initiated trading increase by 29%, 41%, and 32% respectively, indicating significant growth opportunities in the largely untapped bond trading market.
See More
MarketAxess Declares Quarterly Dividend Increase
- Dividend Increase: MarketAxess has declared a quarterly dividend of $0.78 per share, reflecting a 2.6% increase from the previous $0.76, demonstrating the company's ongoing commitment to stable cash flow and shareholder returns.
- Revenue Growth Target: The company outlines an ambitious revenue growth target of 8%-9% through 2028, driven primarily by a surge in block trading, which is expected to enhance its competitive position and attract more investor interest.
- Financial Performance: While MarketAxess reported a non-GAAP EPS of $1.68, beating estimates by $0.04, its revenue of $209.4 million fell short of expectations by $1.95 million, indicating challenges in the current market environment.
- Shareholder Returns: The dividend will be payable on March 4, with a record date of February 18, signaling the company's commitment to returning value to shareholders while actively navigating market volatility challenges.
See More
MarketAxess Holdings Inc. Reports Record Q4 2025 Earnings and Strategic Growth Plans
- Record Revenue: MarketAxess achieved a record revenue of $846 million in Q4 2025, reflecting a 10% year-over-year growth, which underscores the company's successful expansion in global markets and investment in multiprotocol solutions, enhancing its competitive edge.
- Cash Flow and Return Plans: The company generated $347 million in free cash flow in 2025 and returned $474 million to investors through share repurchases and dividends, further boosting investor confidence while announcing a $400 million capital return plan, indicating strong financial health.
- Trading Volume Growth: Block trading ADV increased by 29%, with a 28% market share in U.S. high-yield portfolio trading, demonstrating robust momentum in electronic trading, which is expected to drive future revenue growth.
- Future Outlook: The CFO projected mid-single-digit growth in services revenue for 2026, with expenses expected to range between $530 million and $545 million, while management reiterated an 8% to 9% revenue growth target over the next three years, reflecting confidence in sustained growth.
See More
MarketAxess Q4 Earnings Beat Expectations with Revenue Growth
- Earnings Beat: MarketAxess reported a Q4 non-GAAP EPS of $1.68, exceeding expectations by $0.04, indicating strong profitability despite revenue falling slightly short of forecasts.
- Revenue Growth Challenges: Total revenue reached $209.4 million, up 3.5% year-over-year, but missed expectations, primarily impacted by foreign currency fluctuations, highlighting challenges in the market environment.
- Strong Trading Channel Performance: The Client-Initiated Channel saw a 29% increase in average daily volume, with emerging markets and eurobonds growing by 41% and 43% respectively, demonstrating success in the company's diversified trading strategies.
- Cautious Future Outlook: For 2026, the company expects mid-single-digit growth in service revenue, an 8% increase in expenses, and capital expenditures between $65 million and $75 million, reflecting a cautious approach to future investments.
See More
Multiple Companies Set to Report Q4 2025 Earnings
- Philip Morris Earnings Outlook: The expected EPS for Q4 2025 is $1.67, representing a 7.74% increase year-over-year, showcasing the company's ability to consistently exceed market expectations and enhancing its competitive edge in the tobacco industry.
- Cboe Global Markets Performance: The forecasted EPS is $2.93, reflecting a significant 39.52% increase from the previous year, indicating a strong recovery and improved profitability that may attract more investor interest.
- Biogen Earnings Warning: The anticipated EPS is $1.60, a substantial 53.49% decrease compared to last year, highlighting significant challenges the company faces, which could impact market confidence and stock performance.
- AerCap's Stability: The expected EPS is $3.31, unchanged from last year, indicating the company's resilience in the transportation sector, maintaining profitability despite industry fluctuations.
See More
