Markets remain choppy as 2025 draws to a close, and the artificial intelligence rally has finally shown a few cracks. Oracle's data center problems are drawing the biggest headlines, but investors continue to be on edge as the job market wobbles and economic sentiment trends downward.When markets are facing uncertain times, investors often turn to technical analysis for clues on the next move. Fundamental factors such as sales, earnings growth, and guidance projections are influential, but they frequently t ...

Key Takeaways SEI Investments raised its dividend to $0.52 per share, up 6.1%, continuing 24 years of consistent hikes.The board added $600M to SEIC's buyback program, lifting total authorization to $773.2M.SEIC holds $792.8M in cash against $43.8M in debt, supporting sustained capital returns.SEI Investments Company’s (SEIC) board of directors has announced a semi-annual cash dividend of 52 cents per share, representing an increase of 6.1% from the prior payout. The dividend will be paid out on Jan. 12, 20 ...

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Investors who can stay patient may have the real edge heading into 2026. On Trader Talk, Kenny Polcari sits down with Truist (TFC) Chief Investment Officer and Chief Market Strategist Keith Lerner to break down what surprised him most in 2025 and why resilient corporate profits kept this bull market alive. Lerner outlines a “weight of the evidence” outlook for 2026, encompassing the labor market, Fed rate-cut e ...

Truist said it would repurchase as much as $10 billion of stock under a new program https://t.co/o3v3JzNyu4 ...

TRUIST宣布100亿美元股票回购计划。 来源：滚动播报 ...

12月16日，据River统计，美国25家最大的银行中，有14家正在为其客户开发比特币产品。 | Rank | Bank | Custody | Trading | | --- | --- | --- | --- | | 1 | JP Morgan Chase | Not yet | Announced | | 2 | Bank of America | Not yet | Not yet | | 3 | Citigroup | Exploring | HNW Clients Only | | 4 | Wells Fargo | Not yet | HNW Clients Only | | 5 | Goldman Sachs | Not yet | HNW Clients Only | | 6 | Morgan Stanley | Not yet | HNW Clients Only | | 7 | US Bank | HNW Clients Only | Not yet | | 8 | PNC Group | Launched | Launched | | 9 | Truist Financial | No ...

Cleveland, Ohio-based KeyCorp (KEY) operates as the holding company for KeyBank, which provides various retail and commercial banking products and services. With a market cap of $22.6 billion, KeyCorp operates as one of the largest regional banking companies in the U.S. Companies worth $10 billion or more are generally described as "large-cap stocks." KeyCorp fits right into that category, with its market cap exceeding this threshold, reflecting its substantial size and influence in the regional banking i ...

Summary of American Coastal Insurance Conference Call Company Overview - **Company**: American Coastal Insurance Corporation (Ticker: ACIC) - **Industry**: Specialty insurance focused on commercial residential property insurance in Florida - **Market Position**: Holds the number one market share, insuring approximately 4,300 out of 17,000 condominium associations in Florida [2][3] Core Business Strategy - **Focus Shift**: Transitioned from personal loans and homeowners insurance to commercial residential insurance, with plans to expand outside Florida [3][4] - **Underwriting Profitability**: Achieved consistent underwriting profit since inception in 2007, even during adverse conditions [4][5] - **Risk Characteristics**: Targets low-rise, garden-style commercial residential buildings with an average total insured value of about $16 million, focusing on properties valued between $5 million and $60 million [5][12] Financial Performance - **2025 Financials**: As of September 2025, gross premium earned was nearly $500 million, with net premium earned at $228 million, reflecting a 15% growth [20][21] - **Return on Equity**: Core return on equity stands at 37.9% [21] - **Stockholders' Equity**: Reported at $1.2 million with total cash and cash equivalents increasing to $270 million from $137 million at the end of 2024 [21][22] Reinsurance Strategy - **Risk Transfer**: Utilizes extensive reinsurance to mitigate volatility, with a main catastrophe reinsurance program covering named hurricanes and tropical storms [16][17] - **Retention Levels**: Retains $30 million on the first event and $19 million on the second event, with total coverage of $1.3 billion [16] - **New Programs**: Introduced an aggregate CAT reinsurance program in 2025, providing additional protection against high-severity, high-frequency catastrophe events [17] Growth Opportunities - **New Product Launches**: Launched new underwriting programs for apartments and assisted living facilities through their own Managing General Agency (MGA) named Skyway [19][20] - **Market Expansion**: Plans to leverage underwriting capabilities to enter new products and geographies, enhancing growth potential [29][30] Capital Allocation and Shareholder Value - **Dividends and Buybacks**: Plans to focus on special dividends, increasing from $0.50 to $0.75 per share for 2024, with potential buybacks contingent on stock price performance [23][24] - **Long-term Leverage Goals**: Aims to maintain a leverage ratio of less than 25% [23] Market Conditions and Outlook - **Insurance Cycle**: Acknowledges the current softening cycle in the insurance market but remains optimistic about underwriting profitability through careful risk selection [14][30] - **Earnings Volatility Management**: Emphasizes the importance of reducing earnings volatility through strategic reinsurance rather than maximizing average earnings [25][26] Key Takeaways - **Strong Financial Position**: The company has a robust capital base and liquidity, allowing for growth without immediate debt financing [22] - **Focus on Underwriting Profit**: Prioritizes underwriting profit over aggressive growth, ensuring sustainable long-term performance [30][31] - **Strategic Partnerships**: Maintains a beneficial partnership with AmRisc for underwriting, while also developing internal capabilities through Skyway [10][11]

Tax advisory firm Andersen Group is targeting a valuation of up to $1.75bn in its initial public offering (IPO) in the US. In September 2025, the company filed a registration statement with US Securities and Exchange Commission (SEC) to list its shares on New York Stock Exchange (NYSE) under the symbol ANDG. The IPO aims to offer 11 million shares at an estimated price range between $14 and $16 per share, with the goal of raising up to $176m. A thirty-day option will be available for underwriters to buy ...

Cincinnati, Ohio-based Fifth Third Bancorp (FITB) operates as the bank holding company for Fifth Third Bank, National Association, which offers a wide range of financial products and services. Valued at $30 billion by market cap, the company’s principal businesses include retail banking, commercial banking, investment advisory, and data processing. Companies worth $10 billion or more are generally described as “large-cap stocks,” and FITB perfectly fits that description, with its market cap exceeding this ...