Temporary ERP Implementation Issues Weighed on Resideo Technologies (REZI) in Q4

2 hours ago 1

Soumya Eswaran

Tue, March 10, 2026 astatine 8:23 AM CDT 2 min read

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Global Small Cap Focused Value Strategy.” A transcript of the missive is disposable for download here. Robust net and improved capitalist sentiment boosted the show of planetary small-cap equities successful the 4th quarter. U.S. tiny caps somewhat lagged down ample caps, whereas planetary tiny caps saw gains owed to capitalist involvement successful gross recovery, equilibrium expanse health, and absorption execution. The portfolio underperformed the MSCI World Small Cap Index during this play and returned -1.0% vs 2.8% for the Index. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Pzena Global Small Cap Focused Value Strategy highlighted stocks similar Resideo Technologies, Inc. (NYSE:REZI). Resideo Technologies, Inc. (NYSE:REZI) is simply a US-based institution that provides location comfortableness and information and information solutions. On March 09, 2026, Resideo Technologies, Inc. (NYSE:REZI) banal closed astatine $35.41 per share. One-month instrumentality of Resideo Technologies, Inc. (NYSE:REZI) was -1.50%, and its shares gained 99.38% implicit the past 52 weeks. Resideo Technologies, Inc. (NYSE:REZI) has a marketplace capitalization of $5.36 billion.

Pzena Global Small Cap Focused Value Strategy stated the pursuing regarding Resideo Technologies, Inc. (NYSE:REZI) successful its 4th fourth 2025 capitalist letter:

"Consumer discretionary, industrials, and existent property each detracted from show this quarter. Home comfortableness and information strategy institution Resideo Technologies, Inc. (NYSE:REZI) gave backmost immoderate of its prior-quarter gains aft lowering its full-year outlook owed to impermanent ERP implementation issues successful its ADI organisation concern and softer thermostat request from HVAC transmission destocking."

Is Resideo Technologies, Inc. (REZI) the Best Industrial Distribution Stock to Buy According to Hedge Funds?

Resideo Technologies, Inc. (NYSE:REZI) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 49 hedge money portfolios held Resideo Technologies, Inc. (NYSE:REZI) astatine the extremity of the 4th quarter, up from 46 successful the erstwhile quarter. While we admit the imaginable of Resideo Technologies, Inc. (NYSE:REZI) 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.

In another article, we covered Resideo Technologies, Inc. (NYSE:REZI) and shared a database of champion concern stocks to bargain according to Wall Street analysts. In addition, delight cheque retired our hedge money capitalist letters Q4 2025 page for much capitalist letters from hedge funds and different starring investors.

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