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Exclusive News from MarketBeat.com From a Dividend King to FinTech, These 3 Large Caps Just ReportedSubmitted by Jordan Chussler. Publication Date: 2/12/2026. 
At a Glance - After mixed Q4 results, Coca-Cola maintained its 2026 guidance, including EPS growth of 7% to 8%.
- Robinhood has prioritized prediction markets, despite a short-term stock dip following a Q4 revenue miss.
- Duke Energy beat on the top and bottom lines, with the utility company extending its long-term growth projections, fueled by a massive five-year capital investment plan.
With earnings season in full swing, investors are counting on companies' full-year and Q4 2025 financials to provide an impetus for the S&P 500, which so far has mustered a gain of just 1.22%. More importantly, shareholders are scrutinizing guidance to glean clues about how their portfolios may perform for the remainder of the year. Three Nobel Prize Winners expose this once-in-a-generation wealth shift:
"Don't Say I Didn't Warn You"
Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it's all about to change. Don't be left behind. Click here now. A notable number of large-cap companies have already reported or will report earnings this week, including several household names. From a Dividend King to a fintech groundbreaker and a 122-year-old electric utility provider, these companies' results offered insights into their stocks, sectors and industries. Despite Coca-Cola’s Mixed Results, Guidance Remains Steady Coca-Cola (NYSE: KO) reported full-year and Q4 2025 results before the market opened on Feb. 10. By the close, the consumer staples giant had slipped 1.47% after turning in mixed numbers. The company beat analyst expectations for earnings per share (EPS) by 2 cents but missed the consensus revenue estimate by nearly 2%. Quarterly revenue rose 2.2% year-over-year (YOY). The soft-drink maker has not missed earnings since Q1 2017, and its dividend—which Coca-Cola has raised for 64 consecutive years—has an annualized five-year growth rate of 3.93% and a dividend payout ratio of nearly 66%. For 2026, the company expects organic revenue growth of 4% to 5%—stronger than Q4's YOY growth—alongside EPS growth of 7% to 8% and free cash flow of roughly $12.2 billion. On the earnings call, management noted that over the past 50 years Coca-Cola's annual volume declined only once—during the pandemic—and investors have little reason to doubt the blue-chip will deliver again in 2026. The Market Overlooks Robinhood’s Enormous Annual Revenue Growth After an outsized gain of more than 185% in 2025, shares of mobile-first brokerage Robinhood (NASDAQ: HOOD) fell more than 7% in after-hours trading on Feb. 10 despite beating on earnings and missing on revenue. Robinhood's Q4 2025 EPS came in at $0.66, topping analyst expectations of $0.58. Revenue of $1.28 billion fell short of estimates of $1.32 billion. The market's negative reaction seems shortsighted. While quarterly revenue missed, annual revenue of $4.47 billion represented a 52% YOY increase. And, driven in part by this year's Super Bowl ads, prediction markets are again coming into focus in the United States. That shift is underscored by Robinhood's recent push into prediction markets, which could become a significant revenue generator as the company positions itself to compete with the likes of Kalshi and Polymarket while continuing to serve equity and crypto customers. Industry consultants at Grand View Research forecast the global predictive analytics market to grow at a compound annual growth rate (CAGR) of 28.3% from 2025 to 2030, expanding from $18.89 billion to $82.35 billion. That trend should help Robinhood's top line; the company listed prediction markets as its top priority in its earnings presentation. Of the 24 analysts covering HOOD, 17 assign it a Buy rating, and the stock's average 12-month price target implies nearly 54% upside. Duke Beats on Top and Bottom Lines, Extends Its Long-Term EPS Growth Projections Over the past six months, the utilities sector has trailed all 11 S&P 500 sectors, gaining just 0.91%. But over the past month, fueled by natural gas inflation and higher winter electricity demand, the sector's 1.85% gain has outpaced the broader market. Duke Energy (NYSE: DUK), which traces its roots to early 20th-century regional utilities and has grown through decades of mergers and acquisitions, is now one of the largest U.S. utilities. When it reported Q4 2025 financials on Feb. 10, it beat on both the top and bottom lines. Duke's EPS came in at $1.50, while revenue of $7.94 billion easily surpassed analyst expectations of $7.57 billion. With a forward price-to-earnings (P/E) ratio of 19.62, the company's earnings are projected to grow about 6.32% this year, from $6.33 per share to $6.73 per share. Of note from the earnings call: Duke's five-year capital plan increased by $16 billion to $103 billion, funding roughly 14 GW of incremental generation and supporting a projected 9.6% earnings-based growth rate. Management added, "we are also extending our 5%–7% long-term EPS growth rate through 2030." Eleven of 18 analysts covering DUK assign it a Buy rating, and the stock's average 12-month price target implies about 8.69% upside. Meanwhile, Duke's dividend, yielding 3.44%, continues to reward patient shareholders, with an annualized five-year growth rate of 2% and 20 consecutive years of increases.
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