Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” second quarter 2025 investor letter. The fund underperformed its benchmark, the MSCI World Index (net), in the second quarter.

Recent developments illustrate dynamic shifts in the healthcare sector. Trump's spending bill is anticipated to challenge insurers by increasing costs and restricting Medicaid coverage. Waters Corp is expanding through a significant acquisition,

Medical analysis equipment maker Waters is combining with a unit of Becton Dickinson in a complex spin-merge. At a discount to its own valuation multiple, the price looks good. The snag is so-so synergy promises at a time when government cuts are hitting crucial research funding.

Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The market rallied in the quarter,

BD (Becton, Dickinson and Company) celebrated a vital medical product manufactured in El Paso. ChloraPrep cleans the skin in preparation for numerous procedures, from routine blood draws to life-saving surgeries.

This was the stock's third consecutive day of gains.

Autodesk (ADSK) is reportedly no longer pursuing an acquisition of software provider PTC (PTC), according to reports from Bloomberg. Becton Dickinson (BDX) and Waters (WAT) reached a $17.5 billion deal.