First Eagle Rising Dividend Fund Q4 2025 Commentary
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First Eagle Investments65 FollowersFollow5ShareSavePlay(11min)CommentsSummaryRising Dividend Fund A Shares (without sales charge*) posted a return of 3.87% in fourth quarter 2025.Samsung Electronics results reflect continued strong demand and shortage-induced pricing strength for DRAM chips and persistent demand from hyperscalers driven by AI infrastructure buildouts amid tight supply.C.H. Robinson rallied in anticipation of improved fundamentals while stricter licensing requirements from the US Department of Transportation could support stronger pricing and ease insurance costs.Oracle has been aggressively building out its AI infrastructure, and its capital-intensive strategy has required the company to take on significant debt.Home Depot management lowered guidance during the quarter following decelerating sales and mildly disappointing earnings as continued high interest rates and a stagnant housing market dampened demand. Maximusnd/iStock via Getty Images Market Overview Risk assets in general capped off a strong year with a solid fourth quarter. In contrast with recent trends, non-US equity markets led the way in 2025. The S&P 500 Index gained 2.7% for the fourth quarterThis article was written byFirst Eagle Investments65 FollowersFollowFirst Eagle is an independent investment management firm that manages approximately $149* billion in assets (as of 09/30/24) on behalf of institutional and individual clients. With the core purpose of providing prudent stewardship of client assets, the firm focuses on active, fundamental and benchmark-agnostic investing, with a strong focus on downside mitigation. First Eagle’s investment capabilities include equity, fixed income and multi-asset strategies. With a heritage dating back to 1864, First Eagle has helped its clients avoid permanent impairment of capital and earn attractive returns through widely varied economic cycles—a tradition that is central to its mission today.
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