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0 -0.000837977939743442 -0.000194878590638077 0.000604123630978016 0.00202673734263569 0.00241649452391162 0.0044627197256111 0.00494991620220618
Stock impact report

Macquarie Core Equity Fund Q3 2025 Contributors And Detractors [Seeking Alpha]

Cummins Inc. (CMI) 
Last cummins inc. earnings: 4/28 07:30 am Check Earnings Report
Company Research Source: Seeking Alpha
Cummins Inc. saw steady share price gains and positive momentum due to strong revenue and earnings growth, particularly in its power generation business, which has significant datacenter exposure. Fiserv Inc.'s (FISV) stock experienced weakness in 3Q25 primarily due to a slowdown in the growth of its Clover payment processing unit. SAP SE's (SAP) underperformance in 3Q25 stemmed from lingering macroeconomic concerns that caused some customers to delay closing large-scale enterprise deals. bo feng/iStock via Getty Images The following segment was excerpted from the Macquarie Core Equity Fund Q3 2025 Commentary. For 3Q25, Macquarie Core Equity Fund Institutional Class shares underperformed the Fund's benchmark, the S&P 500 Index ( SPX ). Stock This article was written by Quick Insights Stock selection, especially in financials, healthcare, and consumer discretionary, was the main source of underperformance, while sector allocation was nearly neutral. TSM, STX, CMI, AZ Show less Read more
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