The latest Market Talks covering ESG Impact Investing. Published exclusively on Dow Jones Newswires at 10:00 ET and 17:00 ET.

0845 ET - Bayer's proposed nationwide class settlement of U.S. Roundup claims is a decisive step toward containing the long-running litigation and its financial fallout, MWB Research analyst Abed Jarad writes in a note. This step forward "materially increases the likelihood of durable closure versus a standalone litigation path," the analyst adds. Shares in the German pharmaceutical and agriculture conglomerate are down 11% at 44.02 euros. (william.gray@wsj.com)

0827 ET - Glencore investors might by questioning its decisions to retain its coal assets, AJ Bell investment director Russ Mould writes. The decision to keep the assets in 2024, when many of its peers were selling, attracted controversy for ESG reasons, he adds. Falling coal prices held its 2025 performance back as fossil fuel users like India and China switch to renewables, he says. Shares rise 3% to 500.50 pence.(adam.whittaker@wsj.com)

0534 ET - Orsted's execution on U.S. projects and visibility into growth persist in limiting share price performance, Jefferies analysts write. The Danish energy company has been granted an injunction on the lease suspension orders for its U.S. Revolution and Sunrise wind projects, but legal proceedings continue and there is no clear visibility on when a permanent solution may be achieved. Outside the U.S., the Hornsea 4, Baltica 3 and Greater Changhua 3 projects could progress within the next two years, offering growth potential. However, visibility on these projects is low. "Even if they do progress, they are unlikely to come online before 2030, implying to us that project-level M&A is needed to boost growth." Jefferies lifts its price target on the stock to 155 Danish kroner from 145 kroner and keeps its rating at hold. Shares rise 0.8% to 153.60 kroner. (dominic.chopping@wsj.com)

1015 ET - It's not surprising that activist Elliott Management sees an opportunity for a turnaround at Norwegian Cruise Lines Holdings, Melius Research analysts Conor Cunningham and Patrick Coleman write in a note. The Wall Street Journal reported the activist is building a more than 10% stake. Norwegian's post-Covid strategy of focusing on luxury fell flat, and its stock performance has lagged competitors Royal Caribbean and Carnival, as well as newcomer Viking Cruises. But the conditions for improvement are there, they write. "The turnaround in Norwegian is much more manageable in a demand environment that remains largely supportive," they write. "To date, the story around Norwegian has been less about expanding the funnel and more about trying to just manage its share." The stock is up 6.6%. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

February 18, 2026 10:00 ET (15:00 GMT)

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