Top Midday Stories: Tyson Foods Reports Q4 EPS, Revenue Beats; DOJ Reportedly Moving to Block UnitedHealth's Amedisys Acquisition

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All three major US stock indexes were down slightly in late-morning trading Tuesday, as Wall Street appears to be taking a break from its post-election rally.

In company news, Tyson Foods (TSN) reported fiscal Q4 adjusted earnings Tuesday of $0.92 per diluted share, up from $0.37 a year earlier and above the Capital IQ consensus estimate of $0.69. Fiscal Q4 revenue was $13.57 billion, up from $13.35 billion in the year-ago period and above the Capital IQ consensus estimate of $13.43 billion. For fiscal-year 2025, the company expects sale in a range of -1% to flat relative to FY 2024. Tyson shares were up 8.4% around midday.

Home Depot (HD) reported fiscal Q3 adjusted earnings Tuesday of $3.78 per diluted share, down from $3.85 a year earlier but above the Capital IQ consensus analyst estimate of $3.66. Fiscal Q3 revenue was $40.22 billion, up from $37.71 billion in the year-ago period and above the Capital IQ consensus estimate of $39.21 billion. For fiscal-year 2024, Home Depot said it expects adjusted EPS to be down 1% from a year earlier, compared to previous guidance of a 1% to 3% decline. Shares of Home Depot were down 0.7%.

Elliott Investment Management has amassed a position in Honeywell International (HON) of over $5 billion and is pushing the company to consider a breakup, Bloomberg reported Tuesday, citing people with knowledge of the matter. Shares of Honeywell were up 3.0%.

The US Department of Justice is moving to block UnitedHealth Group's (UNH) $33 billion acquisition of Amedisys (AMED), Bloomberg reported Tuesday, citing people familiar with the matter. UnitedHealth shares were down 1.6%, while those of Amedisys were down 1.3%.

Spirit AeroSystems Holdings (SPR) said Tuesday it has reached an advance payments agreement with Boeing (BA) in which the airplane maker has committed to pay Spirit up to a total of $350 million as advance payments. Spirit shares were about flat, while those of Boeing were down 2.4%.

Pfizer (PFE) is exploring a sale of its hospital drugs unit, as it looks to divest non-core assets amid pressure from activist investor Starboard Value, Reuters reported Tuesday, citing three people familiar with the matter. Pfizer shares were down 0.6%.

Exxon Mobil (XOM) has agreed to sell conventional oil-drilling assets in the Permian Basin to Hilcorp Energy for about $1 billion, Reuters reported Tuesday, citing four sources familiar with the matter. Shares of Exxon Mobil were basically flat.

Vesalius Therapeutics said Tuesday it has formed a strategic alliance with GSK (GSK) to develop novel treatments for Parkinson's disease and another "undisclosed" neurodegenerative indication. GSK shares were down 2.5%.

Carlyle Group (CG) is considering an initial public offering or sale of Flender GmbH, a mechanical and electrical drive technology provider based in Germany, as it looks to exit the business, Bloomberg reported, citing people familiar with the matter. The business could be valued at 3 billion euro to 4 million euro ($3.2 billion to $4.3 billion) in a deal, the people told Bloomberg, adding that a transaction could occur as soon as Q4 2025. Shares of Carlyle Group were down 2.4%.

ValueAct has taken a $1 billion stake in Meta Platforms (META), CNBC's David Faber reported Tuesday. Meta shares were down 0.1%.

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