Casey’s General Stores (CASY) Benefited from Aggressive Reinvestment

3 days ago 2

Soumya Eswaran

Thu, November 13, 2025 astatine 6:56 AM CST 3 min read

ClearBridge Investments, an concern absorption company, released its “ClearBridge Mid Cap Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In an situation of shifting monetary policy, stabilizing earnings, and improved sentiment, midcaps experienced maturation successful the 3rd quarter. The Federal Reserve’s determination to chopped rates helped tiny and mid-cap stocks successful the quarter. Value stocks outperformed their maturation counterparts with the Russell Midcap Value Index returning 6.2% compared to the Russell Midcap Growth’s 2.8% return. In this environment, the strategy outperformed its Russell Midcap Index during the 3rd quarter. Stock enactment successful the user staples and healthcare sectors drove outperformance of the strategy. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, ClearBridge Mid Cap Strategy highlighted stocks specified arsenic Casey’s General Stores, Inc. (NASDAQ:CASY). Casey’s General Stores, Inc. (NASDAQ:CASY) operates convenience stores nether the Casey’s and Casey’s General Store names. The one-month instrumentality of Casey’s General Stores, Inc. (NASDAQ:CASY) was -4.71%, and its shares gained 31.84% of their worth implicit the past 52 weeks. On November 12, 2025, Casey’s General Stores, Inc. (NASDAQ:CASY) banal closed astatine $534.88 per share, with a marketplace capitalization of $19.888 billion.

ClearBridge Mid Cap Strategy stated the pursuing regarding Casey’s General Stores, Inc. (NASDAQ:CASY) successful its 3rd 4th 2025 capitalist letter:

"Casey’s General Stores, Inc. (NASDAQ:CASY) besides contributed to returns, benefiting from its assertive reinvestment successful its stores implicit the past decennary successful which it has built its backstage statement marque and broadened its merchandise offerings. This has not lone helped amended same-store income but has besides encouraged repetition traffic, allowing the institution to subordinate broader manufacture trends toward contraction successful state volumes and margins.

Casey’s General Stores Inc. (CASY)'s CEO Is A "Genius," Believes Jim Cramer

Casey’s General Stores, Inc. (NASDAQ:CASY) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 47 hedge money portfolios held Casey’s General Stores, Inc. (NASDAQ:CASY) astatine the extremity of the 2nd quarter, up from 35 successful the erstwhile quarter. In the archetypal 4th of fiscal 206, Casey’s General Stores, Inc. (NASDAQ:CASY) reported gross of $4.6 billion, reflecting an summation of 11.5% from the anterior year. While we admit the imaginable of Casey’s General Stores, Inc. (NASDAQ:CASY) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.