Barrow, Hanley, Mewhinney & Strauss recently submitted their 13F filing for the second quarter of 2025, offering a glimpse into their strategic investment decisions. The firm, led by Executive Director Mr. Barrow, is based in Dallas and is renowned for its disciplined value investing approach. Mr. Barrow, a graduate of the University of South Carolina, has a notable track record, having managed the Vanguard Windsor II and Selected Value Funds, which outperformed the market with an average annual return of 9.33% over a decade ending in 2010. The firm's portfolios are characterized by below-market price-to-earnings and price-to-book ratios, coupled with above-market dividend yields, reflecting their commitment to value investing.\n\nBarrow, Hanley, Mewhinney & Strauss added a total of 76 stocks, among them: The most significant addition was Capital One Financial Corp (NYSE:COF), with 1,331,368 shares, accounting for 0.95% of the portfolio and a total value of $283.26 million. The second largest addition to the portfolio was Chevron Corp (NYSE:CVX), consisting of 896,445 shares, representing approximately 0.43% of the portfolio, with a total value of $128.36 million. The third largest addition was Sensata Technologies Holding PLC (NYSE:ST), with 2,880,872 shares, accounting for 0.29% of the portfolio and a total value of $86.74 million.\n\nThe firm also increased stakes in a total of 92 stocks, among them: The most notable increase was Entegris Inc (NASDAQ:ENTG), with an additional 3,977,842 shares, bringing the total to 7,045,804 shares. This adjustment represents a significant 129.66% increase in share count, a 1.08% impact on the current portfolio, with a total value of $568.24 million. The second largest increase was SLM Corp (NASDAQ:SLM), with an additional 5,422,551 shares, bringing the total to 14,103,631. This adjustment represents a significant 62.46% increase in share count, with a total value of $462.46 million.\n\nBarrow, Hanley, Mewhinney & Strauss completely exited 81 holdings in the second quarter of 2025, as detailed below: Discover Financial Services (DFS): Barrow, Hanley, Mewhinney & Strauss sold all 400,957 shares, resulting in a -0.25% impact on the portfolio. Columbia Banking System Inc (NASDAQ:COLB): Barrow, Hanley, Mewhinney & Strauss liquidated all 2,243,159 shares, causing a -0.2% impact on the portfolio.\n\nThe firm also reduced positions in 78 stocks. The most significant changes include: Reduced Elevance Health Inc (NYSE:ELV) by 689,426 shares, resulting in a -54.26% decrease in shares and a -1.09% impact on the portfolio. The stock traded at an average price of $402.74 during the quarter and has returned -29.95% over the past 3 months and -20.54% year-to-date. Reduced Jacobs Solutions Inc (NYSE:J) by 1,259,655 shares, resulting in a -99.99% reduction in shares and a -0.55% impact on the portfolio. The stock traded at an average price of $123.22 during the quarter and has returned 18.35% over the past 3 months and 13.22% year-to-date.\n\nAt the end of the second quarter of 2025, Barrow, Hanley, Mewhinney & Strauss's portfolio included 313 stocks. The top holdings included 3.39% in Carnival Corp (NYSE:CCL), 2.72% in Entergy Corp (NYSE:ETR), 2.5% in Fidelity National Information Services Inc (NYSE:FIS), 2.47% in Vertiv Holdings Co (NYSE:VRT), and 2.32% in Merck & Co Inc (NYSE:MRK). The holdings are mainly concentrated in all 11 industries: Technology, Financial Services, Industrials, Consumer Cyclical, Healthcare, Energy, Utilities, Real Estate, Basic Materials, Consumer Defensive, and Communication Services.\n\nThis article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus.

Mizuho Decreases PT on Fidelity National Information Services, Inc. (FIS)

Barrow, Hanley, Mewhinney & Strauss, a value investing firm based in Dallas, submitted its 13F filing for the second quarter of 2025, detailing changes to its stock portfolio. The firm added significant positions in Capital One Financial Corp (COF), Chevron Corp (CVX), and Sensata Technologies Holding PLC (ST), while increasing stakes in Entegris Inc (ENTG) and SLM Corp (SLM). It also exited holdings in Discover Financial Services (DFS) and Columbia Banking System Inc (COLB), and reduced positions in Elevance Health Inc (ELV) and Jacobs Solutions Inc (J). The portfolio now includes 313 stocks, with notable holdings in Carnival Corp (CCL), Entergy Corp (ETR), Fidelity National Information Services Inc (FIS), Vertiv Holdings Co (VRT), and Merck & Co Inc (MRK). The firm's strategy emphasizes below-market P/E and P/B ratios and above-market dividend yields, reflecting a disciplined value investing approach.