Core Insights - KKR & Co. Inc. has seen significant changes in institutional ownership, with several hedge funds increasing their positions dramatically in the third quarter of the year [1][6] - Insider trading activity indicates confidence in the company's future, with both the Director and CEO purchasing substantial shares [2] - Analysts have mixed but generally positive outlooks on KKR's stock, with upgrades and downgrades from various firms [3][4] Institutional Ownership - Covenant Asset Management LLC increased its holdings by 1,424.8%, now owning 29,826 shares valued at $3,876,000 after acquiring 27,870 shares [1] - Cumberland Partners Ltd raised its position by 816.2%, owning 25,791 shares worth $3,352,000 after acquiring 22,976 shares [1] - Allen Investment Management LLC increased its position by 165.0%, now holding 247,375 shares valued at $32,146,000 after acquiring 154,009 shares [1] - Stonegate Investment Group LLC purchased a new position valued at approximately $6,219,000 [1] - Generali Asset Management SPA SGR boosted its position by 132.5%, now owning 37,323 shares valued at $4,850,000 after purchasing 21,270 shares [1] - Institutional investors currently own 76.26% of KKR's stock [1] Insider Transactions - Director Matt Cohler acquired 43,872 shares at an average cost of $102.90 per share, totaling $4,514,428.80, representing a 2,733.46% increase in his position [2] - CEO Scott C. Nuttall purchased 125,000 shares at an average price of $102.66 per share, totaling $12,832,500, resulting in a 0.81% increase in his holdings [2] - Insiders have collectively bought 343,872 shares worth $35,367,179 over the last three months, with insiders owning 39.34% of the company's stock [2] Analyst Ratings - HSBC upgraded KKR from a "hold" to a "buy" rating with a price target of $144.00 [3] - Barclays lowered its price target from $159.00 to $136.00 while maintaining an "overweight" rating [3] - Wall Street Zen upgraded KKR from a "sell" to a "hold" rating [4] - Oppenheimer reduced its price target from $190.00 to $187.00, maintaining an "outperform" rating [4] - UBS Group lowered its target price from $168.00 to $125.00 while keeping a "buy" rating [4] - The average rating for KKR is "Moderate Buy" with an average target price of $153.50 [4] Financial Performance - KKR reported a quarterly EPS of $1.12, missing estimates of $1.14, with revenue of $5.93 billion, significantly exceeding expectations of $2.23 billion [7] - The company's quarterly revenue increased by 76.1% compared to the same quarter last year [7] - KKR's net margin stands at 11.97% and return on equity at 5.77% [7] Dividend Information - KKR announced a quarterly dividend of $0.185, with an annualized dividend of $0.74 and a yield of 0.7% [8] - The dividend payout ratio is currently 31.62% [8] Company Overview - KKR & Co. Inc. is a global investment firm specializing in private markets and alternative asset management, founded in 1976 [9] - The firm operates across various sectors including private equity, credit, real assets, growth equity, and hedge fund strategies [9][10]

Key TakeawaysAir Liquide (AI) reported full-year revenue of €26.94 billion, narrowly missing analyst estimates of €27.07 billion, but significantly increased its dividend to €3.70 per share.HSBC issued a series of high-profile rating changes, downgrading Walmart (WMT) to Hold while raising price targets for Merck & Co (MRK) and Occidental Petroleum (OXY).Hungary’s MOL (MOL) has been granted priority access to national strategic crude oil reserves to ensure supply stability following the total halt of delive ...

Citi bolsters private bank leadership in North America push | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Citi Bank logo appears in this illustration taken December 1, 2025. REUTERS/Dado Ruvic/Illustration/File Photo [Purchase Licensing Rights, opens new tab]Feb 19 (Reuters) - Citigroup's [(C.N), opens new tab] Private Bank North America has appointed Chad Reddy as its market executive for the West, the bank said on Thursday.A 25 ...

HSBC cuts 10% of US debt capital markets team, Bloomberg News reports | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]HSBC logo is seen in this illustration taken January 7, 2026. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]Feb 19 (Reuters) - HSBC [(HSBA.L), opens new tab] cut 10% of its U.S.-based debt capital markets team, continuing to cull costs after announcing a revamp of the business last Octobe ...

We recently published 17 Stocks Jim Cramer Talked About.  CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks that Jim Cramer talked about. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity software services provider. The shares are down by 5.7% over the past year and by 5.3% year-to-date. Investment bank HSBC was out with a major upgrade for the firm in mid-February. It upgraded the stock to Buy from Hold and set a $446 share price target. The bank commented that CrowdStrike Holdings, ...

Core Viewpoint - CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is recognized as an attractive investment opportunity due to its valuation and growth potential in the AI-driven cybersecurity sector, with a price target set at $446.00 by HSBC analyst Stephen Bersey [1]. Group 1: Financial Performance - HSBC projects a non-GAAP EPS CAGR of 38.3% for CrowdStrike over FY26-29, supported by a strong revenue CAGR of 27.5% and an expansion of non-GAAP operating margins by 775 basis points [2]. - The company's non-GAAP operating margin for CY26 is estimated at 21.6%, which is below the 40%+ margins of other established software companies, indicating significant room for improvement [3]. Group 2: Competitive Advantages - CrowdStrike holds a leadership position in the high-growth area of cybersecurity, benefiting from its cloud-native architecture and structural advantages in AI/ML-driven detection [1]. - The firm highlights that competitors like Palo Alto face challenges in scaling endpoint data aggregation, giving CrowdStrike a competitive edge [2]. - The rising adoption of cloud-based software and the ongoing AI revolution are expected to further enhance CrowdStrike's market position [3].

Core Insights - The UK has selected HSBC's blockchain platform for its pilot issuance of tokenised government bonds, positioning the country as a leader among G7 nations in exploring blockchain for sovereign debt [1] - The pilot, named "Digital Gilt Instrument," aims to enhance capital market efficiency and reduce costs for financial institutions through distributed-ledger technology [1] - HSBC's Orion platform has successfully facilitated the issuance of over $3.5 billion in digital bonds globally across various sectors [1] Company Insights - HSBC is actively involved in the development of the UK gilt market and the broader economy, expressing satisfaction with its role in the pilot project [1] - The bank's global head of markets and securities services highlighted the platform's proven track record in other jurisdictions [1] Industry Insights - There is a growing global interest in issuing traditional assets on blockchain, although tokenised debt currently represents a small portion of the overall market [1] - The UK government has also engaged Ashurst LLP to provide legal services for the Digital Gilt Instrument pilot [1]

JPMorgan Chase & Co. (NYSE:JPM) is included among the 10 Most Profitable Undervalued Stocks to Buy HSBC Upgraded JPMorgan Chase & Co. (JPM) to Hold from Reduce and Set a New $319 Price Target On February 5, 2026, HSBC upgraded JPMorgan Chase & Co. (NYSE:JPM) to Hold from Reduce and set a new $319 price target, following suit on other analyst rating upgrades after the stock’s recent weak performance. A few days earlier, on February 3, 2026, Baird analyst David George upgraded JPMorgan Chase & Co. (NYSE:J ...

Core Insights - The iShares Core MSCI Total International Stock ETF (IXUS) includes both developed and emerging markets, while the iShares Core MSCI EAFE ETF (IEFA) focuses solely on developed markets, providing different investment exposures [1][2] Cost & Size Comparison - Both IXUS and IEFA have an expense ratio of 0.07% - As of January 30, 2026, IXUS has a 1-year return of 37.7% compared to IEFA's 34.9% - IXUS has a dividend yield of 3.2%, while IEFA offers a slightly higher yield at 3.6% - IXUS has assets under management (AUM) of $51.9 billion, whereas IEFA has a significantly larger AUM of $162.6 billion [3][4] Performance & Risk Comparison - The maximum drawdown over five years for IXUS is -30.05%, while IEFA's is -30.41% - An investment of $1,000 in IXUS would grow to $1,305 over five years, compared to $1,353 for IEFA [5] Portfolio Composition - IEFA tracks developed markets in Europe, Australasia, and the Far East, holding 2,589 companies with a sector tilt towards financial services (22%), industrials (20%), and healthcare (11%) [6] - IXUS holds over 4,100 stocks, providing broader diversification with sector allocations leaning towards financial services, industrials, and basic materials, featuring top holdings in Taiwan Semiconductor Manufacturing, ASML, and Samsung Electronics [7] Investment Implications - The choice between IXUS and IEFA depends on the desired exposure; IEFA avoids the volatility of emerging markets but limits potential upside during strong emerging market cycles, while IXUS offers broader diversification and exposure to high-growth potential [8]

Core Viewpoint - Chevron Corporation (NYSE:CVX) is recognized as one of the best oil and gas stocks to buy, but recent analyst actions indicate mixed sentiments regarding its valuation and future prospects [1][7]. Group 1: Analyst Ratings and Price Targets - HSBC raised its price target on Chevron from $169 to $180 but downgraded its rating from Buy to Hold, citing stretched stock valuation due to year-to-date gains and optimism around Venezuela and higher oil prices [1][2]. - JPMorgan increased its price target on Chevron from $176 to $181 while maintaining an Overweight rating, emphasizing the company's favorable investment cycle following the HES merger and expected annual savings of $3 billion to $4 billion from cost reduction efforts by 2026 [3]. Group 2: Financial Metrics and Competitiveness - Chevron's projected distribution yield for 2026 is noted to be 7.2%, which is now lower than that of its European competitors, indicating potential competitive challenges in yield attractiveness [2]. - The company is involved in the production of crude oil and natural gas, as well as manufacturing transportation fuels, lubricants, petrochemicals, and additives, highlighting its diversified operations within the energy sector [4].