Catalysts · dated events
Earnings and events in January 2027
Events as of
30 events across 31 research notes, 2 of them bearing on the portfolio's holdings. Each stock is listed under the next deciding event its research note names; an event several notes share is one row that names them all. Months further out hold fewer events because a note is listed only under its next one; its later dates, many of them estimates, are in the note's own calendar. The next two weeks are on the calendar.
16 events 1 event
LLY In the portfolio Eli Lilly
Novo Nordisk US list-price cuts for Wegovy, Ozempic and Rybelsus to $675 a month take effect
Event
AVAH Aveanna Healthcare Holdings
California private duty nursing supplemental payment begins, running to 30 June 2027
Event
BOBS Bobs Discount Furniture
Section 232 tariff on certain upholstered wooden furniture is scheduled to rise to 30% from 25%
Event
EVH Evolent Health
Go-live of an oncology expansion covering about 1 million commercial lives
Event
FLXS Flexsteel Industries
Section 232 tariff on upholstered furniture scheduled to rise from 25% to 30%
Event
HRI Herc Holdings
Aaron Birnbaum succeeds Larry Silber as chief executive of Herc Holdings
Event
KRT Karat Packaging
Scheduled 3% to 13% price increase takes effect
Event
OMDA Omada Health
CEO transition to Wei-Li Shao and start of the Health Care Service Corporation fully insured expansion (about 1.5 million lives)
Event
TLN Talen Energy
Terry Nutt becomes Talen's chief executive
Event
ASTH Astrana Health
New Medicare Advantage partnerships, including Alignment Healthcare, take effect
Event
GSHD Goosehead Insurance
Mark Jones, Jr. becomes president and CEO
Event
HNGE Hinge Health
Jim Pursley steps down as President
Event
HROW Harrow
New commercial VEVYE coverage covering more than 10 million lives takes effect
Event
NCLH Norwegian Cruise Line Holdings
Meghan Montana becomes chief financial officer, succeeding Mark Kempa
Event
RCEL Avita Medical
New RECELL billing codes and national Medicare physician payment values take effect
Event
STUB StubHub Holdings
District of Columbia resale price cap takes effect
Event
1 event 0 events
XOM Exxon Mobil
The newly elected US Congress is seated
Event
1 event 0 events
Lula's fourth presidential term begins
Event
2 events 1 event
APPN In the portfolio Appian
Retrial of Appian's trade-secret case against Pegasystems begins in Fairfax County Circuit Court
Event
BAX Baxter International
JPMorgan Healthcare Conference (runs to 13 January 2027)
Event
2 events 0 events
LAR Lithium Argentina
Maturity of the remaining roughly $59 million of convertible notes due January 2027
Event
SKM SK Telecom
Extraordinary general meeting on the SK Broadband split behind SK Horizon
Event
4 events 0 events
META Meta Platforms
Effective date of the Class C charter amendment
Event
VST Vistra
Governor-elect Gina Hinojosa takes office in Texas
Event
TKNO Alpha Teknova
Director and executive officer lock-up from the October 2026 offering ends
Event
1 event 0 events
DYN Dyne Therapeutics
FDA target action date for zeleciment rostudirsen in exon-51 Duchenne muscular dystrophy
FDA decision
3 events 0 events
UROY Uranium Royalty
Bridge-loan maturity
Event
YEXT Yext
Fiscal year end for FY2027
Event
CGC Canopy Growth
Forbearance deadline on Acreage and Wana debt, as cited by a third-party earnings summary
Event