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From a Dividend King to FinTech, These 3 Large Caps Just Reported
Reported by Jordan Chussler. First Published: 2/12/2026.
Key Points
- 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.
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With earnings season in full swing, investors are counting on companies' full-year and Q4 2025 financials to serve as an impetus for the S&P 500, which to date has mustered a gain of just 1.22%.
More importantly, shareholders are watching guidance for clues about how their portfolios may perform for the remainder of the year.
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A notable number of large-cap companies have already — or will — report earnings this week, including four household names on Feb. 9.
From a Dividend King and a fintech groundbreaker to a 122-year-old electric utility provider, these companies' earnings provided insights into their respective 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 delivering mixed results.
The company beat analyst expectations for earnings per share (EPS) by 2 cents but missed consensus revenue estimates by nearly 2%. Quarterly revenue rose 2.2% year-over-year (YOY).
Coca-Cola has not missed on earnings since Q1 2017, and its dividend—which the company has increased for 64 consecutive years—has an annualized five-year growth rate of 3.93% and a dividend payout ratio near 66%.
For 2026, the company expects organic revenue growth of 4% to 5%—stronger than Q4's YOY revenue growth—alongside EPS growth of 7% to 8% and free cash flow of approximately $12.2 billion.
During 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 stock 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 platform Robinhood (NASDAQ: HOOD) fell by more than 7% in after-hours trading on Feb. 10 after the company beat on earnings but missed on revenue.
Robinhood's Q4 2025 EPS was $0.66, topping analyst expectations of $0.58. Revenue of $1.28 billion fell short of estimates of $1.32 billion.
However, the market's negative reaction seems shortsighted. While quarterly revenue missed, annual revenue of $4.47 billion represented a 52% YOY increase. Also, this year's Super Bowl ads and growing interest in prediction markets are putting gambling back in the spotlight in the United States.
That trend is underscored by Robinhood's recent push into prediction markets, which could be a sizable revenue generator as the company positions itself to compete with Kalshi and Polymarket while continuing to provide financial services for equity and crypto markets.
According to Grand View Research, the global predictive analytics market is forecast to grow at a compound annual growth rate (CAGR) of 28.3% from 2025 to 2030, rising from $18.89 billion to $82.35 billion.
That expansion should help Robinhood's top line; the company listed prediction markets as its number-one 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% potential 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 with an uninspiring gain of just 0.91%. Over the past month, however, fueled by natural gas inflation and stronger winter electricity demand, the sector's 1.85% gain has outperformed the broad market.
Duke Energy (NYSE: DUK), which traces its roots to early 20th-century regional utilities, has grown through decades of mergers and acquisitions to become 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 was $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 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 over five years and supporting a projected 9.6% earnings-based growth rate. Management also said it is "extending our 5%–7% long-term EPS growth rate through 2030."
Eleven of the 18 analysts covering DUK assign it a Buy rating, and the stock's average 12-month price target implies about 8.69% potential upside. Meanwhile, Duke's dividend, which yields 3.44%, continues to reward patient shareholders with an annualized five-year growth rate of 2% and 20 consecutive years of increases.
Cisco Systems Below $82? Buy Now, It Won't Last—$182 Is Coming
Reported by Thomas Hughes. First Published: 2/13/2026.
Key Points
- Cisco is well-positioned to benefit from a multi-year tech refresh cycle.
- AI underpins the need for newer, faster, more efficient networking and connectivity solutions.
- Analysts and institutions support this market: dividends, distribution growth, and buybacks attract buy-and-hold investors.
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Saying Cisco (NASDAQ: CSCO) stock will advance by $100 to $182 is bold, but there are forces and precedents that make it plausible. Cisco's share price crossed a meaningful threshold in early February, rising above the $82 level to post a fresh all-time high.
That all-time high matters on its own — it's the stock's first since the DotCom bubble burst — and marks a potential pivot for the market. Other large tech names, including Microsoft (NASDAQ: MSFT), Apple (NASDAQ: AAPL), Amazon (NASDAQ: AMZN), Google (NASDAQ: GOOGL), and Oracle (NYSE: ORCL) have crossed similar thresholds and later advanced by modest-to-high triple-digit amounts.
A Cyclical Upswing and Capital Return Underpin CSCO's Price Action
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Cisco is riding an AI-driven, multi-year tech refresh cycle. Existing data centers need modernization, new data centers are being built rapidly, and rising enterprise networking demand supports the Internet and the global economy. The critical takeaway is that Cisco, as a leading provider, is well-entrenched in the marketplace and positioned to benefit from a tailwind expected to persist for many years.
Although the stock traded at roughly 20 times earnings in mid-February — somewhat rich versus recent years — using a 2030 earnings forecast brings the multiple closer to 14X. That differential implies the stock could increase by at least 50% over the coming years if earnings grow and outpace current forecasts.
Capital returns are another driver of Cisco's share price. Cisco was a high-quality dividend-paying and share-repurchase company before its Q2 release, with a market-beating yield, a reliable payout record, and a declining share count.
The dividend yields about 1.9% as of February and appears well covered at roughly 40% of this year's low-end earnings guidance, suggesting it is secure.
The company has increased its dividend annually for 15 years and is likely to continue that trend. On buybacks, Q2 2026 activity contributed to a 0.5% year-to-date reduction in share count, with repurchases expected to continue at a similar pace through year-end. Current authorization appears sufficient for about 10 more quarters at the Q2 pace.
Analysts Applaud Cisco's Q2 Results: Raise Targets, Lead Market
Cisco's Q2 results were solid, and analysts responded positively. The company reported 10% systemwide growth with $15.35 billion in revenue, about 150 basis points above expectations, and healthy earnings. Revenue gains were driven by both product and services lines; product revenue rose roughly 20%, led by a 20% increase in networking.
All geographic regions showed strength, and margin developments were constructive. Cisco's increased spending on CapEx, innovation and growth investments has weighed on cash flow in the near term, but adjusted earnings grew about 11%, beating estimates by roughly 195 basis points and are expected to remain strong through year-end.
MarketBeat tracked several analyst updates after the release; multiple price targets were reaffirmed or raised. Those new targets align with a consensus-or-better price level, implying a minimum 20% upside is possible.
A move to new highs could pave the way for larger gains, potentially matching the long-term trading range that dominated Cisco's price action over the past 26 years.
The roughly $70 range magnitude suggests a move toward the $150 level is possible over time.
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