Morningstar, Inc. - October 8, 2025
The Best Companies to Own: 2025 Edition
Plus, how to use semiliquid funds in your portfolio, dividend...
 Morning DigestOctober 8, 2025 Margaret Giles These companies stand out from the competition and can be good choices for long-term investing. 
ADVERTISEMENT  Editor's Picks  Considerations for investors using less-liquid offerings that invest in private assets. Amy Arnott  For Hispanic Heritage Month, a look at the financial challenges facing America’s largest minority group. Liz Angeles  These three stocks have an average yield of more than 5%. David Harrell Investing Insights These four undervalued utilities stocks look attractive today. Tori Brovet The stocks of these high-quality companies with large market capitalizations look undervalued today. Margaret Giles Plus, other Morningstar Medalist Rating highlights from September. Joe Bullard Plus 10 more stocks under Morningstar's coverage with big dividend increases. Frank Lee More New Stock Analyst Reports Constellation Brands' (STZ) sales fell 15% in the second quarter of fiscal 2026, led by beer volume contraction and wine and spirits divestitures. Adjusted operating profits and earnings per share fell 13% and 16%, respectively. Constellation is launching new products to resonate with health-conscious drinkers and help keep its brands relevant amid current beer demand headwinds. The brewer also worked to reduce channel inventory, with shipment volume falling faster than the depletion drop for three consecutive quarters. Such efforts helped boost pricing by 2% for the quarter and hold beer gross margin in line with the 53% three-year average despite higher aluminum tariffs. New Fund Analyst Reports Brandywine Global Opportunistic Bond (GOBAX) remains in good hands. The multiyear transition to Anujeet Sareen from David Hoffman, the strategy’s longest-tenured manager and one of its architects, will finish at the end of 2025 when Hoffman retires and moves into an advisory role. The Tools You Need to Invest Like an Analyst Stay connected:
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