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Broyhill Asset Management, a Charlotte-based firm, issued its third-quarter 2026 investor letter. The letter can be downloaded here. The Broyhill Equity Composite decreased by 0.3% in Q3, underperforming the MSCI All Country World Index, which gained 1.7%.
Key TakeawaysRentokil Initial shares rose 9% today after third-quarter organic revenue grew 3. 4% and the board approved a $200 million share buyback.
White Falcon’s Q3 2026 letter reports 2.7% quarterly and 4.6% year-to-date net returns. The letter can be downloaded here. Management attributes the underperformance mainly to a sharp September pullback, rising interest rates, and zero energy exposure.
Rentokil Initial (NYSE:RTO) reported third-quarter revenue of $1.9 billion and organic growth of 3.4%, with Chief Executive Officer Mike Duffy describing the period as a “solid quarter” marked by progress on customer service, sales execution and business…
Investing.com -- Rentokil Initial said Thursday it expects to deliver fiscal year 2026 profit in line with current market expectations, as the company reported third-quarter organic revenue growth of 3.4%.
If the start-of-2026 pitch for Rentokil Initial sounded compelling on paper, the outcome by mid-October landed very differently in a portfolio. Holding Rentokil Initial from the start of the year would have meant a 29.4% loss, including dividends.
This under-the-radar industrial stock boasts a Superscore of 72 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. Here's why.
Investing.com -- Morgan Stanley downgraded Rentokil Initial to “equal-weight” from “overweight” and cut its price target 16% to 420 pence from 500 pence, citing tougher competition in the U.S. pest control market and lower valuation multiples among peers.
Pest control and sanitation contracts renew whether markets cooperate or not, yet two of the three companies discussed here have lost nearly half their value this year while their customers keep paying.
Pest control and sanitation companies sell contracts that customers keep renewing even when share prices collapse, and two of these three stocks are down sharply this year while their retention numbers barely flinched.
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.