Core Viewpoint - Apricus Wealth LLC significantly reduced its stake in JPMorgan Chase & Co. by 76.5% during the third quarter, indicating a potential shift in investment strategy or market outlook [2] Institutional Holdings - Brighton Jones LLC increased its stake in JPMorgan Chase & Co. by 11.0% in the fourth quarter, now owning 48,732 shares valued at $11,682,000 after acquiring an additional 4,841 shares [3] - Acorns Advisers LLC raised its holdings by 6.9% in the first quarter, owning 1,547 shares valued at $379,000 after purchasing 100 additional shares [3] - Jones Financial Companies Lllp grew its position by 28.0% in the first quarter, now holding 769,996 shares valued at $187,275,000 after buying 168,224 shares [3] - Cullen Investment Group LTD. increased its stake by 1.7% in the second quarter, owning 103,470 shares worth $29,997,000 after purchasing 1,776 shares [3] - Private Client Services LLC raised its stake by 20.6% in the second quarter, now owning 8,310 shares valued at $2,409,000 after acquiring 1,419 shares [3] - Institutional investors and hedge funds currently own 71.55% of the stock [3] Stock Performance - JPMorgan Chase & Co. stock opened at $329.34, with a market capitalization of $896.55 billion, a P/E ratio of 16.31, and a PEG ratio of 1.61 [4] - The stock has a 50-day simple moving average of $315.25 and a 200-day simple moving average of $304.42 [4] - The 52-week low is $202.16 and the high is $337.25 [4] Earnings Report - The company reported earnings per share (EPS) of $5.07 for the quarter, exceeding analysts' expectations of $4.83 by $0.24 [5] - Revenue for the quarter was $47.12 billion, surpassing expectations of $44.42 billion, with a year-over-year revenue increase of 8.8% [5] - The return on equity was 17.18% and the net margin was 20.90% [5] - Analysts project an EPS of 18.1 for the current year [5] Dividend Announcement - JPMorgan Chase & Co. announced a quarterly dividend of $1.50, to be paid on January 31st, with a $6.00 annualized dividend and a yield of 1.8% [6] - The ex-dividend date is January 6th, and the current payout ratio is 29.72% [6] Analyst Ratings - Royal Bank Of Canada lowered its price target from $343.00 to $330.00 while maintaining an "outperform" rating [7] - Cowen reaffirmed a "buy" rating, while KGI Securities raised its target price from $300.00 to $315.00, giving a "hold" rating [7] - Weiss Ratings reissued a "buy (b+)" rating, and HSBC maintained a "hold" rating with a target price of $245.00 [7] - Overall, 14 analysts rated the stock as a Buy, 12 as Hold, and 2 as Sell, with an average target price of $333.90 [8] Insider Transactions - Insider Robin Leopold sold 966 shares at an average price of $311.92, totaling $301,314.72, representing a 1.63% decrease in their position [9] - Following the sale, the insider holds 58,479 shares valued at approximately $18,240,769.68 [9] - Insiders own 0.47% of the stock [9] Company Overview - JPMorgan Chase & Co. is a diversified global financial services firm headquartered in New York City, offering a wide range of banking and financial products [10] - Its operations include retail banking, commercial lending, investment banking, asset management, payments, and treasury services [10][11]

Core Viewpoint - Interactive Brokers Group, Inc. (IBKR) is a significant entity in the financial services sector, recognized for its advanced trading platforms and competitive pricing, serving both individual and institutional investors [1] Group 1: Stock Performance - IBKR closed a trading session at $72.88, reflecting a 1.83% increase from the previous day, outperforming the S&P 500's gain of 0.62%, the Dow's rise of 0.99%, and the Nasdaq's increase of 0.65% [2] - Over the past month, IBKR shares have appreciated by 8.75%, significantly exceeding the Finance sector's gain of 2.85% and the S&P 500's increase of 0.59% [2] - The current stock price is $71.34, showing a decrease of 2.11% or $1.54, with a trading volume of 3,750,931 shares today [4] Group 2: Earnings Expectations - The investment community is anticipating IBKR's earnings release on January 20, 2026, with an expected EPS of $0.49, indicating a 3.92% decline from the same quarter last year [3] - Quarterly revenue is projected to reach $1.43 billion, representing a 0.75% increase from the previous year [3] Group 3: Analyst Ratings - Barclays maintains an "Overweight" rating for IBKR, adjusting its price target from $81 to $82 [1][5]

Group 1: Institutional Investment Activity - Apollon Wealth Management LLC increased its stake in Citigroup by 9.2% in Q3, now owning 63,319 shares valued at $6.43 million after purchasing an additional 5,348 shares [1] - Oldfather Financial Services LLC acquired a new position in Citigroup valued at $231,000 in Q3 [1] - Carnegie Investment Counsel grew its holdings in Citigroup by 13.8% during Q3, now owning 3,560 shares worth $361,000 after acquiring an additional 431 shares [1] - Institutional investors own 71.72% of Citigroup's stock [1] Group 2: Analyst Ratings and Price Targets - Weiss Ratings restated a "buy" rating on Citigroup shares [2] - Wells Fargo & Company raised their price target on Citigroup from $115.00 to $125.00, giving an "overweight" rating [2] - UBS Group reaffirmed a "neutral" rating with a price objective of $108.00 [2] - Goldman Sachs Group reiterated a "buy" rating with a price objective of $118.00 [2] - TD Cowen increased their target price from $105.00 to $110.00, maintaining a "hold" rating [2] - Thirteen analysts rated the stock as a Buy and six as Hold, with an average rating of "Moderate Buy" and a consensus target price of $114.50 [2] Group 3: Financial Performance - Citigroup reported $2.24 EPS for the quarter, exceeding the consensus estimate of $1.89 by $0.35 [4] - The company had a net margin of 8.73% and a return on equity of 7.91% [4] - Revenue for the quarter was $22.09 billion, surpassing the consensus estimate of $20.92 billion, and up 9.3% year-over-year [4] Group 4: Dividend Announcement - Citigroup announced a quarterly dividend of $0.60, representing an annualized dividend of $2.40 and a yield of 2.0% [5] - The payout ratio is currently 33.71% [5] Group 5: Company Overview - Citigroup is a global financial services company headquartered in New York City, formed through the 1998 merger of Citicorp and Travelers Group [8] - The company provides a wide range of banking and financial products and services to consumers, corporations, governments, and institutions worldwide [8][9]

2018 2019 in fintech was late spring. You get into 2020 and COVID and that was utter insanity of a of a story. >> Like 25% of all venture dollars in that period went into fintech which is >> Wow. 25%. >> The stat after that is not a good stat which is um starting in like the second half of 2022 like basically 0% of venture dollars went into >> drought maybe. >> Yeah. Yeah. Fintech winter was the second half of 2022. Most of 23 and 24 things started to thaw a little bit and like now we're very much back in s ...

We’re reimagining financial services to be the best place to manage and grow your money. https://t.co/PKwrvwkeh7 ...

Mergers and Acquisitions - Mizuho is acquiring a controlling stake in Avendus [1] - Avendus is an investment bank backed by KKR [1] Market Trends - Japanese lenders are increasingly investing in India's rapidly expanding financial services sector [1]

30 Under 30 Finance 2026: From Fintech’s Top Founders To Wall Street’s Best DealmakersThese entrepreneurs, traders and investors are making an outsized impact in fintech, crypto and traditional financial services.https://t.co/XPKOip2iRq #ForbesUnder30 https://t.co/Dj3FhVy1Ls ...

Joining us right now is New Bank's CEO David Veles. Good morning to you. Um, this really is a a big move for you guys and I I wonder whether it wonder what it portends um in in a larger way for where you're trying to go here.>> Thank you, Andrew. Well, this is really the continuation of the thesis that we've been executing for 12 years since the beginning of the company in Brazil in 2013. Our view is that financial services will go through the same transformation that all industries across the world have go ...

EU Financial Services Commissioner Maria Luís Albuquerque wants swift progress on creating a genuine single market for financial services. https://t.co/2uQ6kQCFjC ...

Stablecoins have the potential to broaden individuals’ access to financial services, but that may come at the cost of central banks, per IMF. https://t.co/BctN8kwJEX ...